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 |
|---|---|---|---|---|---|
| Adapt Wealth Advisors, LLC | 18,829 | $1.64M | 0.56% | −856−4.3% | Reduced |
| NovaPoint Capital, LLC | 18,830 | $1.64M | 0.42% | +2,733+17.0% | Added |
| Hudson Valley Investment Advisors Inc | 19,000 | $1.66M | 0.18% | −1,190−5.9% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.66M | 0.25% | 00.0% | Unchanged |
| Constitution Capital LLC | 19,055 | $1.66M | 0.79% | −1,500−7.3% | Reduced |
| Arete Wealth Advisors, LLC | 19,060 | $1.66M | 0.12% | −10,571−35.7% | Reduced |
| Focus Financial Network, Inc. | 19,077 | $1.66M | 0.06% | +1,972+11.5% | Added |
| ICW Investment Advisors LLC | 19,093 | $1.66M | 0.61% | −89−0.5% | Reduced |
| Advisor OS, LLC | 19,151 | $1.67M | 0.13% | +1,002+5.5% | Added |
| Candriam Luxembourg S.C.A. | 19,157 | $1.67M | 0.01% | +19,157 | New |
| LMG Wealth Partners, LLC | 19,184 | $1.67M | 0.31% | −133−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 19,417 | $1.69M | 0.04% | −863−4.3% | Reduced |
| SRS Capital Advisors, Inc. | 19,437 | $1.69M | 0.05% | −5,639−22.5% | Reduced |
| Mayfair Advisory Group, LLC | 19,522 | $1.70M | 0.66% | +68+0.3% | Added |
| Fulton Bank, N.A. | 19,596 | $1.71M | 0.06% | −2,214−10.2% | Reduced |
| Miracle Mile Advisors, LLC | 19,629 | $1.71M | 0.02% | −225−1.1% | Reduced |
| IMC-Chicago, LLC | 19,687 | $1.72M | 0.03% | +19,687 | New |
| SageView Advisory Group, LLC | 19,758 | $1.72M | 0.06% | −746−3.6% | Reduced |
| Accurate Wealth Management, LLC | 19,824 | $1.72M | 0.22% | +647+3.4% | Added |
| Snowden Capital Advisors LLC | 19,817 | $1.73M | 0.04% | +320+1.6% | Added |
| Canal Insurance CO | 20,000 | $1.74M | 0.42% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 20,024 | $1.75M | 0.10% | +50.0% | Added |
| Fidelis Capital Partners, LLC | 20,029 | $1.75M | 0.13% | −1,031−4.9% | Reduced |
| Mystic Asset Management, Inc. | 20,054 | $1.75M | 0.40% | −39−0.2% | Reduced |
| Weaver Capital Management LLC | 20,117 | $1.75M | 0.37% | +1,108+5.8% | Added |
| First City Capital Management, Inc. | 20,289 | $1.77M | 0.93% | −80.0% | Reduced |
| Alberta Investment Management Corp | 20,300 | $1.77M | 0.01% | −4,300−17.5% | Reduced |
| Allianz Asset Management GmbH | 20,371 | $1.78M | 0.00% | −64,549−76.0% | Reduced |
| NorthRock Partners, LLC | 20,457 | $1.78M | 0.03% | −4,966−19.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 20,132 | $1.80M | 0.14% | +20,132 | New |
| Voleon Capital Management LP | 20,672 | $1.80M | 0.04% | −41,778−66.9% | Reduced |
| Armor Investment Advisors, LLC | 20,742 | $1.81M | 0.67% | −776−3.6% | Reduced |
| Applied Finance Capital Management, LLC | 20,754 | $1.81M | 0.13% | +9,081+77.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,816 | $1.82M | 0.61% | +14,753+243.3% | Added |
| Patten & Patten Inc | 20,834 | $1.82M | 0.11% | −47−0.2% | Reduced |
| Aprio Wealth Management, LLC | 20,498 | $1.82M | 0.10% | +4,677+29.6% | Added |
| Ethos Financial Group, LLC | 21,017 | $1.83M | 0.14% | −731−3.4% | Reduced |
| NBT Bank N A | 19,828 | $1.83M | 0.12% | −153−0.8% | Reduced |
| NTV Asset Management LLC | 21,077 | $1.84M | 0.19% | −93−0.4% | Reduced |
| Nicholson Wealth Management Group, LLC | 21,122 | $1.84M | 1.08% | 00.0% | Unchanged |
| RDA Financial Network | 21,393 | $1.87M | 0.45% | +460+2.2% | Added |
| Modern Wealth Management, LLC | 21,402 | $1.87M | 0.03% | +261+1.2% | Added |
| HHM Wealth Advisors, LLC | 21,420 | $1.87M | 0.22% | −29−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 21,457 | $1.87M | 0.13% | +84+0.4% | Added |
| Venture Visionary Partners LLC | 21,459 | $1.87M | 0.06% | +349+1.7% | Added |
| Benedict Financial Advisors Inc | 21,469 | $1.87M | 0.39% | +638+3.1% | Added |
| MSH Capital Advisors LLC | 21,482 | $1.87M | 0.40% | +146+0.7% | Added |
| Ritholtz Wealth Management | 21,520 | $1.88M | 0.03% | −1,244−5.5% | Reduced |
| Assetmark, Inc | 21,625 | $1.89M | 0.00% | −1,083−4.8% | Reduced |
| Gladstone Institutional Advisory LLC | 21,659 | $1.89M | 0.07% | +198+0.9% | Added |
| Stock Yards Bank & Trust Co | 21,753 | $1.90M | 0.06% | +500+2.4% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.90M | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 21,879 | $1.91M | 0.02% | −1,508−6.4% | Reduced |
| S.E.E.D. Planning Group LLC | 21,899 | $1.91M | 0.54% | −1,214−5.3% | Reduced |
| Essex LLC | 21,932 | $1.91M | 0.34% | −666−2.9% | Reduced |
| Matrix Trust Co | 21,988 | $1.92M | 0.32% | +2,861+15.0% | Added |
| Meadowbrook Advisors Group, LLC | 22,024 | $1.92M | 1.08% | +22,024 | New |
| LVZ Advisors, Inc. | 22,053 | $1.92M | 0.21% | +861+4.1% | Added |
| Sowell Financial Services LLC | 22,068 | $1.92M | 0.07% | +126+0.6% | Added |
| Regal Investment Advisors LLC | 22,092 | $1.93M | 0.12% | +887+4.2% | Added |
| Quadrant Capital Group LLC | 22,142 | $1.93M | 0.06% | −4,803−17.8% | Reduced |
| Columbus Macro, LLC | 22,230 | $1.94M | 0.21% | −137−0.6% | Reduced |
| Capital International Sarl | 22,377 | $1.95M | 0.03% | +5,912+35.9% | Added |
| Cornerstone Advisory, LLC | 22,447 | $1.96M | 0.19% | −90.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 22,478 | $1.96M | 0.27% | +1,648+7.9% | Added |
| Summit Trail Advisors, LLC | 22,656 | $1.98M | 0.03% | −7,667−25.3% | Reduced |
| Bessemer Group Inc | 22,700 | $1.98M | 0.00% | −2,023−8.2% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 22,719 | $1.98M | 1.17% | +853+3.9% | Added |
| M&G Plc | 22,852 | $1.99M | 0.01% | +3,023+15.2% | Added |
| Sagefield Capital LP | 22,817 | $1.99M | 0.17% | −87,180−79.3% | Reduced |
| Marietta Investment Partners LLC | 22,868 | $1.99M | 0.40% | −16,634−42.1% | Reduced |
| Alaethes Wealth LLC | 22,891 | $2.00M | 0.56% | −747−3.2% | Reduced |
| Southeast Asset Advisors Inc. | 23,072 | $2.01M | 0.19% | +14+0.1% | Added |
| Silver Oak Securities, Inc | 22,997 | $2.01M | 0.14% | +1,168+5.4% | Added |
| Mechanics Bank Trust Department | 23,102 | $2.01M | 0.26% | −315−1.3% | Reduced |
| Trust Co of Vermont | 23,128 | $2.02M | 0.08% | −94−0.4% | Reduced |
| Westpac Banking Corp | 23,155 | $2.02M | 0.13% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 23,213 | $2.02M | 0.10% | +11,479+97.8% | Added |
| Zions Bancorporation, National Association | 23,296 | $2.03M | 0.09% | −210−0.9% | Reduced |
| CX Institutional | 23,453 | $2.04M | 0.06% | −1,817−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 23,534 | $2.05M | 0.02% | −53,319−69.4% | Reduced |
| Atomi Financial Group, Inc. | 23,553 | $2.05M | 0.06% | +2,333+11.0% | Added |
| AlphaCore Capital LLC | 23,581 | $2.06M | 0.05% | +12,842+119.6% | Added |
| Patrick Mauro Investment Advisor, INC. | 23,582 | $2.06M | 1.08% | −12,727−35.1% | Reduced |
| Retirement Planning Group | 23,612 | $2.06M | 0.07% | +34+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 23,741 | $2.07M | 0.05% | +192+0.8% | Added |
| Private Trust Co NA | 23,743 | $2.07M | 0.18% | −1,824−7.1% | Reduced |
| Greenleaf Trust | 23,795 | $2.07M | 0.02% | −339−1.4% | Reduced |
| First United Bank Trust | 23,824 | $2.08M | 0.66% | +790+3.4% | Added |
| Union Bancaire Privee, UBP SA | 27,280 | $2.09M | 0.03% | +27,280 | New |
| Cape Investment Advisory, Inc. | 24,049 | $2.10M | 0.64% | +21,684+916.9% | Added |
| Harbour Trust & Investment Management Co | 24,089 | $2.10M | 0.21% | −120−0.5% | Reduced |
| D L Carlson Investment Group Inc | 24,301 | $2.12M | 0.36% | +451+1.9% | Added |
| Brown Brothers Harriman & Co | 24,437 | $2.13M | 0.01% | −774−3.1% | Reduced |
| GAMMA Investing LLC | 24,469 | $2.13M | 0.11% | −3,477−12.4% | Reduced |
| Allen Capital Group, LLC | 24,523 | $2.14M | 0.20% | −4,801−16.4% | Reduced |
| Americana Partners, LLC | 24,551 | $2.14M | 0.06% | +427+1.8% | Added |
| Change Path, LLC | 24,620 | $2.15M | 0.05% | +1,055+4.5% | Added |
| Brooks, Moore & Associates, Inc. | 24,623 | $2.15M | 1.06% | +5,292+27.4% | Added |
| Reaves W H & Co Inc | 24,648 | $2.15M | 0.04% | −5,400−18.0% | Reduced |