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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 24,668 | $2.15M | 0.15% | +11,966+94.2% | Added |
| Wedbush Securities Inc | 24,775 | $2.16M | 0.06% | +1,006+4.2% | Added |
| Principal Securities, Inc. | 24,786 | $2.16M | 0.03% | +1,917+8.4% | Added |
| PFG Investments, LLC | 24,799 | $2.16M | 0.10% | −534−2.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 24,885 | $2.17M | 0.11% | +12,693+104.1% | Added |
| Ontario Teachers Pension Plan Board | 24,893 | $2.17M | 0.05% | +4,956+24.9% | Added |
| Wealthspire Advisors, LLC | 24,930 | $2.17M | 0.02% | +2,696+12.1% | Added |
| Inman Jager Wealth Management, LLC | 24,967 | $2.18M | 1.33% | +1,778+7.7% | Added |
| Ascent Wealth Partners, LLC | 24,972 | $2.18M | 0.25% | +24+0.1% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.18M | 0.15% | 00.0% | Unchanged |
| Wealth Intelligence, LLC | 25,144 | $2.19M | 1.09% | +25,144 | New |
| Red Door Wealth Management, LLC | 25,358 | $2.21M | 0.23% | +1,242+5.2% | Added |
| Aequim Alternative Investments LP | 25,382 | $2.21M | 0.04% | +25,382 | New |
| Atlantic Union Bankshares Corp | 25,425 | $2.22M | 0.04% | +1,100+4.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,432 | $2.22M | 0.27% | +1,523+6.4% | Added |
| Meeder Advisory Services, Inc. | 25,725 | $2.24M | 0.10% | −2,619−9.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 25,740 | $2.24M | 0.34% | −903−3.4% | Reduced |
| Stolper Co | 25,749 | $2.25M | 0.66% | +808+3.2% | Added |
| Nepsis, Inc. | 25,772 | $2.25M | 0.69% | −767−2.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 25,794 | $2.25M | 0.23% | +692+2.8% | Added |
| Advanced Asset Management Advisors Inc | 25,805 | $2.25M | 0.61% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 25,884 | $2.26M | 0.08% | +1,884+7.9% | Added |
| John G Ullman & Associates Inc | 25,980 | $2.27M | 0.30% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 25,989 | $2.27M | 0.31% | −55−0.2% | Reduced |
| Argyle Capital Management Inc. | 26,271 | $2.29M | 0.76% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 26,334 | $2.30M | 0.14% | −5,276−16.7% | Reduced |
| Naviter Wealth, LLC | 26,569 | $2.32M | 0.30% | −5,101−16.1% | Reduced |
| Capital Square, LLC | 26,580 | $2.32M | 1.18% | +367+1.4% | Added |
| IHT Wealth Management, LLC | 26,678 | $2.33M | 0.06% | +1,232+4.8% | Added |
| Canada Post Corp Registered Pension Plan | 26,772 | $2.33M | 0.09% | +5,840+27.9% | Added |
| Stamos Capital Partners, L.P. | 26,839 | $2.34M | 0.38% | +9,380+53.7% | Added |
| Global Retirement Partners, LLC | 27,106 | $2.36M | 0.04% | +4,352+19.1% | Added |
| Delta Global Management LP | 27,147 | $2.37M | 0.17% | +27,147 | New |
| Fiduciary Alliance LLC | 27,312 | $2.38M | 0.16% | +916+3.5% | Added |
| Sargent Investment Group, LLC | 27,380 | $2.39M | 0.30% | −60−0.2% | Reduced |
| Danske Bank A/S | 27,463 | $2.39M | 0.01% | −300−1.1% | Reduced |
| Laird Norton Trust Company, LLC | 27,568 | $2.40M | 0.05% | +27,568 | New |
| Tyche Wealth Partners LLC | 27,763 | $2.42M | 0.38% | −240−0.9% | Reduced |
| LBMC Investment Advisors, LLC | 27,818 | $2.43M | 0.15% | −578−2.0% | Reduced |
| Ci Investments Inc. | 27,894 | $2.43M | 0.01% | +5,833+26.4% | Added |
| Rahlfs Capital, LLC | 27,895 | $2.43M | 1.89% | −475−1.7% | Reduced |
| Perigon Wealth Management, LLC | 27,906 | $2.43M | 0.04% | −4,642−14.3% | Reduced |
| Vectors Research Management, LLC | 27,918 | $2.43M | 0.74% | +586+2.1% | Added |
| McRae Capital Management Inc | 28,061 | $2.45M | 0.50% | −2,495−8.2% | Reduced |
| Wolverine Asset Management LLC | 28,237 | $2.46M | 0.04% | +28,237 | New |
| Pacitti Group Inc. | 28,259 | $2.46M | 0.91% | +1,668+6.3% | Added |
| Siemens Fonds Invest GmbH | 28,167 | $2.47M | 0.13% | +5,378+23.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 28,332 | $2.47M | 0.69% | −461−1.6% | Reduced |
| Old North State Trust, LLC | 28,348 | $2.47M | 1.46% | +779+2.8% | Added |
| Oak Harbor Wealth Partners, LLC | 28,363 | $2.47M | 0.59% | +963+3.5% | Added |
| Holderness Investments Co | 28,499 | $2.49M | 0.51% | +26+0.1% | Added |
| Citizens Financial Group Inc | 28,615 | $2.50M | 0.03% | +767+2.8% | Added |
| Chemung Canal Trust Co | 28,852 | $2.52M | 0.50% | +410+1.4% | Added |
| Jacobi Capital Management LLC | 28,880 | $2.52M | 0.15% | +139+0.5% | Added |
| WCG Wealth Advisors LLC | 28,907 | $2.52M | 0.07% | +16,392+131.0% | Added |
| BIP Wealth, LLC | 28,949 | $2.52M | 0.09% | +9,612+49.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 28,998 | $2.53M | 0.16% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 29,154 | $2.54M | 1.90% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 29,168 | $2.54M | 0.16% | +8,421+40.6% | Added |
| Aurora Investment Counsel | 29,219 | $2.55M | 1.34% | +1,352+4.9% | Added |
| Andra AP-fonden | 29,240 | $2.55M | 0.03% | +16,461+128.8% | Added |
| Hilltop National Bank | 29,272 | $2.55M | 0.62% | +285+1.0% | Added |
| Pullen Investment Management, LLC | 29,298 | $2.55M | 1.35% | −89−0.3% | Reduced |
| Caldwell Trust Co | 29,422 | $2.57M | 0.23% | +2,736+10.3% | Added |
| Armis Advisers, LLC | 27,549 | $2.57M | 0.29% | −540−1.9% | Reduced |
| Mutual Advisors, LLC | 29,547 | $2.58M | 0.06% | −613−2.0% | Reduced |
| Skopos Labs, Inc. | 29,513 | $2.58M | 0.12% | +10,791+57.6% | Added |
| MUFG Securities Americas Inc. | 29,664 | $2.59M | 0.16% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 29,671 | $2.59M | 0.45% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 29,680 | $2.59M | 1.52% | +1,109+3.9% | Added |
| Koshinski Asset Management, Inc. | 29,744 | $2.59M | 0.17% | +501+1.7% | Added |
| Geneos Wealth Management Inc. | 29,890 | $2.61M | 0.06% | +78+0.3% | Added |
| Securian Asset Management, Inc | 29,941 | $2.61M | 0.10% | −23,184−43.6% | Reduced |
| Clarkston Capital Partners, LLC | 30,000 | $2.62M | 0.06% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.62M | 0.08% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 30,100 | $2.62M | 0.04% | +10,519+53.7% | Added |
| Hilltop Holdings Inc. | 30,132 | $2.63M | 0.16% | +5,656+23.1% | Added |
| Equitable Trust Co | 30,261 | $2.64M | 0.12% | −4,348−12.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 30,300 | $2.64M | 0.00% | +10,748+55.0% | Added |
| Plan Group Financial, LLC | 30,643 | $2.67M | 0.69% | +2,010+7.0% | Added |
| Biltmore Family Office, LLC | 30,797 | $2.69M | 0.37% | +54+0.2% | Added |
| South State Corp. | 30,976 | $2.70M | 0.12% | −855−2.7% | Reduced |
| Great Valley Advisor Group, Inc. | 31,015 | $2.70M | 0.05% | +516+1.7% | Added |
| Marshall Financial Group LLC | 31,160 | $2.72M | 0.53% | −2,045−6.2% | Reduced |
| Great Lakes Advisors, LLC | 31,427 | $2.74M | 0.02% | −2,178−6.5% | Reduced |
| Bokf, NA | 31,475 | $2.74M | 0.04% | −3,024−8.8% | Reduced |
| Shoker Investment Counsel, Inc. | 31,519 | $2.75M | 0.81% | +853+2.8% | Added |
| Johnson Investment Counsel Inc | 31,585 | $2.75M | 0.02% | −1,530−4.6% | Reduced |
| Leelyn Smith, LLC | 31,670 | $2.76M | 0.40% | +30.0% | Added |
| Bleakley Financial Group, LLC | 32,021 | $2.79M | 0.05% | −736−2.2% | Reduced |
| M3 Wealth Management, LLC | 32,057 | $2.80M | 2.28% | +32,057 | New |
| Intact Investment Management Inc. | 32,100 | $2.80M | 0.08% | +900+2.9% | Added |
| ABN AMRO Bank N.V. | 32,215 | $2.81M | 0.03% | +11,250+53.7% | Added |
| Little House Capital LLC | 32,340 | $2.82M | 0.71% | +2,091+6.9% | Added |
| apricus wealth, LLC | 32,342 | $2.82M | 1.44% | +1,632+5.3% | Added |
| EverSource Wealth Advisors, LLC | 32,404 | $2.83M | 0.10% | −2,423−7.0% | Reduced |
| Ethic Inc. | 32,629 | $2.85M | 0.04% | +123+0.4% | Added |
| First National Trust Co | 32,824 | $2.86M | 0.10% | −190−0.6% | Reduced |
| Adalta Capital Management LLC | 32,838 | $2.86M | 1.28% | 00.0% | Unchanged |
| Ieq Capital, LLC | 32,845 | $2.86M | 0.01% | +192+0.6% | Added |