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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 14,106 | $1.23M | 0.49% | −66−0.5% | Reduced |
| Ti-Trust, Inc | 14,160 | $1.23M | 0.76% | 00.0% | Unchanged |
| BancorpSouth Bank | 14,216 | $1.24M | 0.07% | −178−1.2% | Reduced |
| BCS Wealth Management | 14,238 | $1.24M | 0.13% | +9,808+221.4% | Added |
| Philadelphia Trust Co | 14,320 | $1.25M | 0.09% | 00.0% | Unchanged |
| Axq Capital, LP | 14,354 | $1.25M | 0.28% | +380+2.7% | Added |
| Valmark Advisers, Inc. | 14,361 | $1.25M | 0.02% | −609−4.1% | Reduced |
| Farmers National Bank | 14,421 | $1.26M | 0.28% | −200−1.4% | Reduced |
| Burns J W & Co Inc | 14,456 | $1.26M | 0.14% | −1,576−9.8% | Reduced |
| Spreng Capital Management, Inc. | 14,559 | $1.27M | 0.50% | −58−0.4% | Reduced |
| Register Financial Advisors LLC | 14,579 | $1.27M | 0.50% | −247−1.7% | Reduced |
| Busey Wealth Management | 14,579 | $1.27M | 0.03% | +833+6.1% | Added |
| Diversify Advisory Services, LLC | 14,332 | $1.27M | 0.04% | +690+5.1% | Added |
| GoalVest Advisory LLC | 14,617 | $1.27M | 0.24% | −1,848−11.2% | Reduced |
| Bank of Hawaii | 14,618 | $1.27M | 0.06% | −3,980−21.4% | Reduced |
| Fca Corp | 14,621 | $1.27M | 0.36% | −772−5.0% | Reduced |
| Flputnam Investment Management Co | 14,670 | $1.28M | 0.02% | −380−2.5% | Reduced |
| Ascent Group, LLC | 14,699 | $1.28M | 0.04% | +1,822+14.1% | Added |
| Clifford Swan Investment Counsel LLC | 14,741 | $1.29M | 0.04% | −107−0.7% | Reduced |
| Venturi Wealth Management, LLC | 14,762 | $1.29M | 0.06% | −468−3.1% | Reduced |
| National Asset Management, Inc. | 14,864 | $1.30M | 0.06% | +70.0% | Added |
| Cannon Financial Strategists, Inc. | 14,889 | $1.30M | 0.18% | +1,728+13.1% | Added |
| International Assets Investment Management, LLC | 14,920 | $1.30M | 0.09% | +427+2.9% | Added |
| Gateway Wealth Partners, LLC | 15,093 | $1.32M | 0.15% | +2,275+17.7% | Added |
| Confluence Wealth Services, Inc. | 15,137 | $1.32M | 0.05% | −473−3.0% | Reduced |
| Powers Advisory Group, LLC | 15,193 | $1.32M | 0.50% | +144+1.0% | Added |
| Mather Group, LLC. | 15,221 | $1.33M | 0.01% | −11,571−43.2% | Reduced |
| Aigen Investment Management, LP | 15,230 | $1.33M | 0.31% | +15,230 | New |
| Silvercrest Asset Management Group LLC | 15,309 | $1.33M | 0.01% | −400−2.5% | Reduced |
| Invesco, LLC | 15,342 | $1.34M | 0.45% | +308+2.0% | Added |
| Excelsior Advisor Network LLC | 15,350 | $1.34M | 0.65% | +15,350 | New |
| Ipswich Investment Management Co., Inc. | 15,492 | $1.35M | 0.31% | −945−5.7% | Reduced |
| Western Wealth Management, LLC | 15,513 | $1.35M | 0.06% | +1,788+13.0% | Added |
| EPG Wealth Management LLC | 15,652 | $1.36M | 0.37% | −621−3.8% | Reduced |
| Bush Investment Group, LLC | 15,661 | $1.37M | 0.76% | +40+0.3% | Added |
| Stiles Financial Services Inc | 15,667 | $1.37M | 0.42% | +442+2.9% | Added |
| Investor's Fiduciary Advisor Network, LLC | 15,710 | $1.37M | 0.29% | +281+1.8% | Added |
| Everstar Asset Management, LLC | 16,349 | $1.37M | 0.73% | +1,621+11.0% | Added |
| CapWealth Advisors, LLC | 15,735 | $1.37M | 0.09% | −998−6.0% | Reduced |
| Larson Financial Group LLC | 15,748 | $1.37M | 0.05% | −713−4.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 15,759 | $1.37M | 0.27% | −4,745−23.1% | Reduced |
| Asset Advisors Investment Management, LLC | 15,763 | $1.37M | 0.13% | −1,191−7.0% | Reduced |
| DMG Group, LLC | 15,764 | $1.37M | 0.92% | +531+3.5% | Added |
| High Net Worth Advisory Group LLC | 15,874 | $1.38M | 0.32% | 00.0% | Unchanged |
| Capital & Planning, LLC | 15,900 | $1.39M | 6.42% | −125,873−88.8% | Reduced |
| CWS Financial Advisors, LLC | 15,907 | $1.39M | 0.38% | +1,634+11.4% | Added |
| Stokes Family Office, LLC | 15,994 | $1.39M | 0.13% | +115+0.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $1.40M | 0.38% | +16,000 | New |
| XML Financial, LLC | 16,050 | $1.40M | 0.11% | −1,083−6.3% | Reduced |
| Brevan Howard Capital Management LP | 16,194 | $1.41M | 0.03% | −71,788−81.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,305 | $1.42M | 0.41% | −64−0.4% | Reduced |
| Lebenthal Global Advisors, LLC | 16,321 | $1.42M | 0.22% | +992+6.5% | Added |
| Elevate Wealth Advisory, Inc | 16,330 | $1.42M | 0.97% | +16,330 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.43M | 0.10% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 16,410 | $1.43M | 0.03% | −591−3.5% | Reduced |
| Sumitomo Life Insurance Co | 16,442 | $1.43M | 0.04% | +107+0.7% | Added |
| AssuredPartners Investment Advisors, LLC | 16,450 | $1.43M | 0.21% | +639+4.0% | Added |
| Balyasny Asset Management LLC | 16,478 | $1.44M | 0.00% | +16,478 | New |
| Earnest Partners LLC | 16,503 | $1.44M | 0.01% | −1,770−9.7% | Reduced |
| Vontobel Holding Ltd. | 16,747 | $1.46M | 0.00% | −861−4.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 16,749 | $1.46M | 0.83% | −348−2.0% | Reduced |
| Richard Bernstein Advisors LLC | 16,902 | $1.47M | 0.04% | −1,855−9.9% | Reduced |
| Tempo Wealth, LLC | 16,949 | $1.48M | 0.26% | +16,949 | New |
| Dearborn Partners LLC | 16,962 | $1.48M | 0.07% | −805−4.5% | Reduced |
| Smith Thornton Advisors LLC | 17,010 | $1.48M | 0.75% | +40.0% | Added |
| Baldwin Investment Management, LLC | 17,037 | $1.49M | 0.17% | +3,159+22.8% | Added |
| LVW Advisors, LLC | 17,091 | $1.49M | 0.15% | −3,781−18.1% | Reduced |
| Rollins Financial Advisors, LLC | 17,243 | $1.50M | 0.22% | −2,070−10.7% | Reduced |
| Altshuler Shaham Ltd | 17,267 | $1.51M | 0.02% | +1,349+8.5% | Added |
| TCW Group Inc | 17,310 | $1.51M | 0.01% | +17,310 | New |
| Romano Brothers and Company | 17,327 | $1.51M | 0.17% | +54+0.3% | Added |
| Jeppson Wealth Management, LLC | 17,342 | $1.51M | 0.48% | −50.0% | Reduced |
| Huber Capital Management LLC | 17,500 | $1.53M | 0.22% | 00.0% | Unchanged |
| Agp Franklin, LLC | 17,569 | $1.53M | 0.72% | +249+1.4% | Added |
| Gleason Group, Inc. | 17,589 | $1.53M | 0.15% | +328+1.9% | Added |
| NewEdge Wealth, LLC | 17,634 | $1.54M | 0.02% | +8,088+84.7% | Added |
| WJ Financial Advisors LLC | 17,718 | $1.55M | 1.38% | +410+2.4% | Added |
| SBI Securities Co., Ltd. | 17,812 | $1.55M | 0.04% | +160+0.9% | Added |
| Axxcess Wealth Management, LLC | 17,848 | $1.56M | 0.03% | +962+5.7% | Added |
| Diversified Trust Co | 17,876 | $1.56M | 0.03% | +438+2.5% | Added |
| Smith, Moore & Co. | 17,896 | $1.56M | 0.12% | −2,499−12.3% | Reduced |
| Primoris Wealth Advisors, LLC | 17,944 | $1.56M | 0.94% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 17,996 | $1.57M | 0.73% | −106−0.6% | Reduced |
| Eagle Rock Investment Company, LLC | 17,998 | $1.57M | 0.22% | 00.0% | Unchanged |
| Parrish Capital LLC | 18,049 | $1.57M | 1.43% | +18,049 | New |
| Old Port Advisors | 18,059 | $1.57M | 0.39% | −1,019−5.3% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.58M | 0.59% | 00.0% | Unchanged |
| Wedmont Private Capital | 18,290 | $1.58M | 0.05% | −1,662−8.3% | Reduced |
| Tema ETFs LLC | 18,181 | $1.59M | 0.12% | −52−0.3% | Reduced |
| TD Private Client Wealth LLC | 18,202 | $1.59M | 0.03% | −1,409−7.2% | Reduced |
| Ignite Planners, LLC | 17,924 | $1.60M | 0.25% | +363+2.1% | Added |
| SWAN Capital LLC | 18,377 | $1.60M | 0.62% | −10−0.1% | Reduced |
| Bangor Savings Bank | 18,464 | $1.61M | 0.13% | −1,536−7.7% | Reduced |
| Apella Capital, LLC | 18,477 | $1.61M | 0.03% | +7,356+66.1% | Added |
| Wellington Shields & Co., LLC | 18,484 | $1.61M | 0.40% | +1,196+6.9% | Added |
| Bahl & Gaynor Inc | 18,576 | $1.62M | 0.01% | −592−3.1% | Reduced |
| Consolidated Planning Corp | 18,606 | $1.62M | 0.16% | +99+0.5% | Added |
| NBC Securities, Inc. | 18,676 | $1.63M | 0.12% | +93+0.5% | Added |
| Aviva PLC | 18,714 | $1.63M | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 18,726 | $1.63M | 0.67% | +43+0.2% | Added |