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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 32,938 | $2.87M | 0.18% | −57−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 33,026 | $2.88M | 0.45% | +711+2.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,217 | $2.90M | 0.10% | −3,780−10.2% | Reduced |
| Courier Capital LLC | 33,378 | $2.91M | 0.16% | +2,741+8.9% | Added |
| Slagle Financial, LLC | 33,506 | $2.92M | 1.02% | +359+1.1% | Added |
| Panagora Asset Management Inc | 33,728 | $2.94M | 0.01% | +27,440+436.4% | Added |
| West Paces Advisors Inc. | 33,747 | $2.94M | 0.57% | +2,379+7.6% | Added |
| Walsky Investment Management, Inc. | 33,858 | $2.95M | 3.01% | +33,858 | New |
| Lantz Financial LLC | 33,902 | $2.96M | 0.62% | −261−0.8% | Reduced |
| Texas Yale Capital Corp. | 33,903 | $2.96M | 0.09% | +160+0.5% | Added |
| Miller Howard Investments Inc | 34,154 | $2.98M | 0.09% | +2,497+7.9% | Added |
| Rockline Wealth Management, LLC | 34,203 | $2.98M | 0.61% | +848+2.5% | Added |
| KCM Investment Advisors LLC | 34,213 | $2.98M | 0.10% | +395+1.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 34,249 | $2.99M | 0.21% | +850+2.5% | Added |
| Birmingham Capital Management Co Inc | 34,550 | $3.01M | 1.33% | −750−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 34,557 | $3.01M | 0.07% | +5,338+18.3% | Added |
| LongView Wealth Management | 34,746 | $3.01M | 0.73% | −1,641−4.5% | Reduced |
| Waters Parkerson & Co., LLC | 34,700 | $3.03M | 0.15% | −950−2.7% | Reduced |
| Anchyra Partners LLC | 34,736 | $3.03M | 0.93% | +34,736 | New |
| Everence Capital Management Inc | 34,801 | $3.04M | 0.18% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 34,808 | $3.04M | 0.20% | +2,119+6.5% | Added |
| Bridgewater Associates, LP | 34,969 | $3.05M | 0.01% | +34,969 | New |
| Quest Partners LLC | 35,023 | $3.05M | 0.17% | +21,204+153.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 35,183 | $3.07M | 0.04% | +122+0.3% | Added |
| Verition Fund Management LLC | 35,377 | $3.08M | 0.02% | +4,741+15.5% | Added |
| Buckingham Strategic Partners | 35,537 | $3.10M | 0.04% | +12,317+53.0% | Added |
| HF Advisory Group, LLC | 35,551 | $3.10M | 1.08% | +3,431+10.7% | Added |
| High Point Wealth Management, LLC | 35,556 | $3.10M | 2.91% | +35,556 | New |
| Sovereign Financial Group, Inc. | 35,563 | $3.10M | 0.55% | +37+0.1% | Added |
| Stonebridge Financial Group, LLC | 35,653 | $3.11M | 0.27% | +1,346+3.9% | Added |
| Concord Asset Management, LLC | 35,683 | $3.11M | 0.54% | +836+2.4% | Added |
| Family Legacy, Inc. | 35,728 | $3.12M | 0.93% | +66+0.2% | Added |
| Sculptor Capital LP | 36,000 | $3.14M | 0.04% | +36,000 | New |
| Centaurus Financial, Inc. | 36,363 | $3.17M | 0.15% | +6,892+23.4% | Added |
| Smartleaf Asset Management LLC | 36,278 | $3.18M | 0.12% | +7,258+25.0% | Added |
| First National Advisers, LLC | 36,509 | $3.18M | 0.44% | −3,076−7.8% | Reduced |
| Empirical Finance, LLC | 36,553 | $3.19M | 0.15% | −1,606−4.2% | Reduced |
| IFP Advisors, Inc | 37,114 | $3.24M | 0.07% | +24,790+201.2% | Added |
| JPL Wealth Management, LLC | 37,287 | $3.25M | 0.79% | −2,675−6.7% | Reduced |
| OneAscent Wealth Management LLC | 37,397 | $3.26M | 1.09% | −1,855−4.7% | Reduced |
| North Dakota State Investment Board | 37,792 | $3.30M | 0.12% | +37,792 | New |
| Boston Partners | 38,000 | $3.31M | 0.00% | −998−2.6% | Reduced |
| Cary Street Partners Financial LLC | 38,011 | $3.31M | 0.08% | +627+1.7% | Added |
| Los Angeles Capital Management LLC | 34,867 | $3.31M | 0.01% | −5,979−14.6% | Reduced |
| Great Lakes Retirement, Inc. | 38,180 | $3.33M | 0.35% | +1,312+3.6% | Added |
| Avantax Planning Partners, Inc. | 38,836 | $3.39M | 0.09% | −680−1.7% | Reduced |
| Omers Administration Corp | 39,180 | $3.42M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 39,495 | $3.44M | 0.10% | +58+0.1% | Added |
| Robbins Farley LLC | 39,615 | $3.45M | 1.57% | +2,648+7.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 39,791 | $3.47M | 0.36% | −35−0.1% | Reduced |
| Bank Ozk | 39,859 | $3.48M | 1.23% | +753+1.9% | Added |
| Peapack Gladstone Financial Corp | 40,070 | $3.49M | 0.04% | +1,356+3.5% | Added |
| Essex Financial Services, Inc. | 40,134 | $3.50M | 0.20% | +831+2.1% | Added |
| Park Avenue Securities LLC | 40,164 | $3.50M | 0.03% | −5,023−11.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 40,253 | $3.51M | 0.15% | +40,253 | New |
| Kingsview Wealth Management, LLC | 40,282 | $3.51M | 0.05% | +890+2.3% | Added |
| Canandaigua National Bank & Trust Co | 40,300 | $3.51M | 0.31% | −897−2.2% | Reduced |
| All Terrain Financial Advisors, LLC | 40,435 | $3.53M | 1.08% | −2,227−5.2% | Reduced |
| Toroso Investments, LLC | 40,511 | $3.53M | 0.01% | +12,146+42.8% | Added |
| Prime Capital Investment Advisors, LLC | 40,755 | $3.55M | 0.04% | −995−2.4% | Reduced |
| Concord Wealth Partners | 40,779 | $3.56M | 0.46% | +3,212+8.6% | Added |
| Mainstay Capital Management LLC | 41,163 | $3.59M | 0.27% | −1,960−4.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 41,392 | $3.61M | 0.05% | +2,762+7.1% | Added |
| HighPoint Advisor Group LLC | 41,863 | $3.65M | 0.08% | +3,777+9.9% | Added |
| Palisade Asset Management, LLC | 41,907 | $3.65M | 0.36% | −1,921−4.4% | Reduced |
| Old National Bancorp | 41,921 | $3.66M | 0.06% | −5,139−10.9% | Reduced |
| Sigma Planning Corp | 42,156 | $3.68M | 0.10% | −303−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 42,375 | $3.70M | 0.12% | +1,053+2.5% | Added |
| First Citizens Bank & Trust Co | 42,472 | $3.70M | 0.08% | −2,446−5.4% | Reduced |
| Buckhead Capital Management LLC | 43,036 | $3.75M | 1.35% | +420+1.0% | Added |
| First Bank & Trust | 43,319 | $3.78M | 0.62% | −1,925−4.3% | Reduced |
| Callan Family Office, LLC | 43,495 | $3.79M | 0.08% | +6,250+16.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 43,528 | $3.80M | 0.01% | −190.0% | Reduced |
| MTM Investment Management, LLC | 43,626 | $3.80M | 1.21% | −10.0% | Reduced |
| Abn Amro Investment Solutions | 43,700 | $3.81M | 0.06% | +43,700 | New |
| Vise Technologies, Inc. | 43,729 | $3.81M | 0.07% | +14,094+47.6% | Added |
| Waterloo Capital, L.P. | 43,762 | $3.82M | 0.28% | +442+1.0% | Added |
| Pathway Financial Advisers, LLC | 43,869 | $3.83M | 1.11% | −61−0.1% | Reduced |
| TrueWealth Advisors, LLC | 43,896 | $3.83M | 0.99% | −10.0% | Reduced |
| Acadian Asset Management LLC | 44,081 | $3.84M | 0.01% | +41,694+1,746.7% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $3.92M | 0.42% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 44,898 | $3.92M | 0.10% | +9,393+26.5% | Added |
| Cushing Asset Management, LP | 45,000 | $3.92M | 0.23% | 00.0% | Unchanged |
| Wills Financial Group LLC | 45,016 | $3.93M | 1.50% | +1,256+2.9% | Added |
| Diversified Enterprises, LLC | 45,038 | $3.93M | 0.23% | +122+0.3% | Added |
| MUFG Securities EMEA plc | 45,112 | $3.93M | 0.05% | +24,056+114.2% | Added |
| Rench Wealth Management, Inc. | 45,413 | $3.96M | 1.17% | +90.0% | Added |
| Laurel Wealth Advisors LLC | 46,800 | $4.08M | 0.54% | −540−1.1% | Reduced |
| Bailard, Inc. | 46,818 | $4.08M | 0.09% | +2,767+6.3% | Added |
| Montag A & Associates Inc | 47,151 | $4.11M | 0.19% | −388−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 47,170 | $4.11M | 0.02% | +5,134+12.2% | Added |
| Annex Advisory Services, LLC | 47,263 | $4.12M | 0.08% | −91−0.2% | Reduced |
| Apollon Financial, LLC | 47,355 | $4.13M | 0.60% | +1,159+2.5% | Added |
| Portman Square Capital LLP | 47,629 | $4.15M | 0.72% | +47,629 | New |
| Brown Advisory Inc | 47,756 | $4.16M | 0.01% | −4,934−9.4% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 47,861 | $4.17M | 0.15% | +47,861 | New |
| Horizon Investments, LLC | 48,050 | $4.19M | 0.05% | −12,797−21.0% | Reduced |
| Elo Mutual Pension Insurance Co | 48,072 | $4.19M | 0.06% | +15,070+45.7% | Added |
| GWN Securities Inc. | 48,219 | $4.20M | 0.85% | +2,497+5.5% | Added |
| Level Four Advisory Services, LLC | 48,364 | $4.22M | 0.14% | +4,085+9.2% | Added |