Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Southern Co as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,273
- +98 vs. Q3 2025
- Shares held
- 797.3M
- +14.1M (+1.8%) vs. Q3 2025
- Total value
- $69.6B
- −$4.66B (−6.3%) vs. Q3 2025
- New holders
- 246
- 864 more added
- Sold out
- 148
- 806 more reduced
47 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CSS LLC | 11,156 | $972.8K | 0.06% | +11,156 | New |
| Leisure Capital Management | 11,161 | $973.3K | 0.32% | −172−1.5% | Reduced |
| Balboa Wealth Partners | 11,181 | $975.0K | 0.16% | +654+6.2% | Added |
| SHUTTLEWORTH & Co | 11,217 | $978.1K | 0.89% | −2,698−19.4% | Reduced |
| RS Crum Inc. | 11,244 | $980.5K | 0.20% | −143−1.3% | Reduced |
| KPP Advisory Services LLC | 11,247 | $980.7K | 0.14% | −196−1.7% | Reduced |
| Northern Oak Wealth Management Inc | 11,253 | $981.3K | 0.12% | −310−2.7% | Reduced |
| Resources Management Corp | 11,263 | $982.0K | 0.13% | +473+4.4% | Added |
| Norris Perne & French LLP | 11,266 | $982.4K | 0.06% | −168−1.5% | Reduced |
| CoreCap Advisors, LLC | 11,273 | $983.0K | 0.03% | +63+0.6% | Added |
| Aaron Wealth Advisors | 11,277 | $983.4K | 0.05% | +801+7.6% | Added |
| MONECO Advisors, LLC | 11,280 | $983.6K | 0.08% | +177+1.6% | Added |
| Symphony Financial, Ltd. Co. | 11,246 | $985.2K | 0.13% | −7,222−39.1% | Reduced |
| Spirit of America Management Corp | 11,300 | $985.4K | 0.21% | +2,700+31.4% | Added |
| United Advisor Group, LLC | 11,310 | $986.2K | 0.13% | +1,254+12.5% | Added |
| Granite Islands Private Wealth, LLC | 11,430 | $987.3K | 0.91% | +11,430 | New |
| Checchi Capital Advisers, LLC | 11,347 | $989.5K | 0.07% | −1,017−8.2% | Reduced |
| 1620 Investment Advisors, Inc. | 11,359 | $990.6K | 0.66% | +107+1.0% | Added |
| Aft, Forsyth & Company, Inc. | 11,423 | $996.1K | 0.43% | −575−4.8% | Reduced |
| Tradewinds, LLC. | 11,528 | $1.01M | 0.24% | +121+1.1% | Added |
| Triad Wealth Partners, LLC | 11,566 | $1.01M | 0.10% | +657+6.0% | Added |
| Raleigh Capital Management Inc. | 11,570 | $1.01M | 0.37% | +219+1.9% | Added |
| Jaffetilchin Investment Partners, LLC | 11,712 | $1.02M | 0.06% | −426−3.5% | Reduced |
| Savvy Advisors, Inc. | 11,773 | $1.03M | 0.03% | +2,492+26.9% | Added |
| United Bank | 11,801 | $1.03M | 0.14% | 00.0% | Unchanged |
| Trust Point Inc. | 11,819 | $1.03M | 0.08% | −482−3.9% | Reduced |
| First County Bank | 11,861 | $1.03M | 0.55% | −294−2.4% | Reduced |
| Allegheny Financial Group LTD | 11,877 | $1.04M | 0.15% | +18+0.2% | Added |
| Northstar Financial Companies, Inc. | 11,893 | $1.04M | 0.83% | −3,454−22.5% | Reduced |
| Retirement Guys Formula LLC | 11,930 | $1.04M | 0.47% | +5,391+82.4% | Added |
| Dougherty & Associates, LLC | 11,932 | $1.04M | 0.93% | +11,932 | New |
| Meiji Yasuda Life Insurance Co | 11,951 | $1.04M | 0.03% | +9+0.1% | Added |
| Burney Co | 12,035 | $1.05M | 0.03% | +604+5.3% | Added |
| Integrated Advisors Network LLC | 12,137 | $1.06M | 0.05% | −375−3.0% | Reduced |
| Meketa Investment Group Inc | 12,179 | $1.06M | 3.59% | 00.0% | Unchanged |
| Stableford Capital II LLC | 12,239 | $1.07M | 0.39% | +610+5.2% | Added |
| North Dallas Bank & Trust Co | 12,250 | $1.07M | 0.70% | +12,250 | New |
| Procyon Private Wealth Partners, LLC | 12,250 | $1.07M | 0.05% | +4,127+50.8% | Added |
| Essex Savings Bank | 12,293 | $1.07M | 0.23% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 12,360 | $1.08M | 0.45% | +610+5.2% | Added |
| Sound Income Strategies, LLC | 12,127 | $1.08M | 0.05% | +8,854+270.5% | Added |
| Tower Bridge Advisors | 12,369 | $1.08M | 0.11% | +325+2.7% | Added |
| Rehmann Capital Advisory Group | 12,391 | $1.08M | 0.06% | +2,203+21.6% | Added |
| Spire Wealth Management | 12,401 | $1.08M | 0.04% | +300+2.5% | Added |
| Twin Capital Management Inc | 12,414 | $1.08M | 0.13% | −202−1.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,418 | $1.08M | 0.02% | −116−0.9% | Reduced |
| Guardian Wealth Advisors, LLC | 12,422 | $1.08M | 0.07% | −1,666−11.8% | Reduced |
| Mission Wealth Management, LP | 12,569 | $1.10M | 0.02% | −955−7.1% | Reduced |
| Rocky Mountain Advisers, LLC | 12,612 | $1.10M | 0.32% | +87+0.7% | Added |
| Mosley Wealth Management | 11,459 | $1.10M | 0.51% | +11,459 | New |
| Rowland & Co Investment Counsel | 12,678 | $1.11M | 0.21% | −56−0.4% | Reduced |
| TCG Advisory Services, LLC | 12,684 | $1.11M | 0.03% | +2,488+24.4% | Added |
| Widmann Financial Services, Inc. | 12,711 | $1.11M | 0.68% | −87−0.7% | Reduced |
| Fiduciary Trust Co | 12,730 | $1.11M | 0.01% | +112+0.9% | Added |
| Nations Financial Group Inc, | 12,746 | $1.11M | 0.06% | +5,014+64.8% | Added |
| CFS Investment Advisory Services, LLC | 12,764 | $1.11M | 0.08% | −96−0.7% | Reduced |
| Cfo Capital Management LLC | 12,812 | $1.12M | 0.84% | +12,812 | New |
| Grimes & Company, Inc. | 12,814 | $1.12M | 0.03% | +143+1.1% | Added |
| Marino, Stram & Associates LLC | 12,823 | $1.12M | 0.20% | +403+3.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,851 | $1.12M | 0.02% | −661−4.9% | Reduced |
| Asset Planning,Inc | 12,865 | $1.12M | 0.79% | +40.0% | Added |
| Financial Security Advisor, Inc. | 12,895 | $1.12M | 0.22% | −64−0.5% | Reduced |
| Archford Capital Strategies, LLC | 12,913 | $1.13M | 0.13% | −1,306−9.2% | Reduced |
| Hills Bank & Trust Co | 12,917 | $1.13M | 0.07% | +1,338+11.6% | Added |
| Delta Asset Management LLC | 12,968 | $1.13M | 0.10% | −794−5.8% | Reduced |
| Evergreen Capital Management LLC | 12,980 | $1.13M | 0.03% | +4,579+54.5% | Added |
| AdvisorNet Financial, Inc | 13,003 | $1.13M | 0.06% | +2,384+22.5% | Added |
| Edge Financial Advisors LLC | 13,044 | $1.14M | 0.48% | +626+5.0% | Added |
| Sheets Smith Wealth Management | 13,049 | $1.14M | 0.12% | −116−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,050 | $1.14M | 0.31% | −2,300−15.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,101 | $1.14M | 0.01% | +5,658+76.0% | Added |
| Chatham Capital Group, Inc. | 13,119 | $1.14M | 0.16% | −200−1.5% | Reduced |
| Keystone Financial Group | 13,121 | $1.14M | 0.08% | +764+6.2% | Added |
| Blue Fin Capital, Inc. | 13,173 | $1.15M | 0.18% | −396−2.9% | Reduced |
| Commerzbank Aktiengesellschaft | 13,254 | $1.16M | 0.02% | +2,488+23.1% | Added |
| Prosperity Consulting Group, LLC | 13,298 | $1.16M | 0.05% | +617+4.9% | Added |
| Advyzon Investment Management, LLC | 13,431 | $1.17M | 0.14% | +217+1.6% | Added |
| Alps Advisors Inc | 13,443 | $1.17M | 0.01% | +3,957+41.7% | Added |
| Intesa Sanpaolo S.p.A. | 13,407 | $1.17M | 0.08% | +13,407 | New |
| Parallel Advisors, LLC | 13,473 | $1.17M | 0.02% | −1,147−7.8% | Reduced |
| Farmers & Merchants Investments Inc | 13,490 | $1.18M | 0.03% | −10.0% | Reduced |
| Mitchell Sinkler & Starr | 13,498 | $1.18M | 0.53% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 13,506 | $1.18M | 0.05% | −7,943−37.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,534 | $1.18M | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 13,615 | $1.19M | 0.19% | −602−4.2% | Reduced |
| ForthRight Wealth Management, LLC | 13,638 | $1.19M | 0.34% | +38+0.3% | Added |
| Adirondack Trust Co | 13,648 | $1.19M | 0.39% | −320−2.3% | Reduced |
| Bank & Trust Co | 13,662 | $1.19M | 0.84% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 13,667 | $1.19M | 0.26% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 13,700 | $1.19M | 0.09% | −40,287−74.6% | Reduced |
| Glen Eagle Advisors, LLC | 13,739 | $1.20M | 0.16% | −1,236−8.3% | Reduced |
| Detalus Advisors, LLC | 13,783 | $1.20M | 0.29% | −393−2.8% | Reduced |
| Centennial Bank | 13,791 | $1.20M | 0.48% | −700−4.8% | Reduced |
| Firethorn Wealth Partners, LLC | 13,811 | $1.20M | 0.45% | +628+4.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,819 | $1.21M | 0.28% | −519−3.6% | Reduced |
| Berkeley Capital Partners, LLC | 13,847 | $1.21M | 0.28% | −47−0.3% | Reduced |
| Golden State Equity Partners | 13,901 | $1.21M | 0.20% | +5,632+68.1% | Added |
| Sculati Wealth Management, LLC | 13,905 | $1.21M | 0.43% | −60−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,966 | $1.22M | 0.06% | +29+0.2% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,000 | $1.22M | 0.06% | +14,000 | New |