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 |
|---|---|---|---|---|---|
| Pinebridge Investments LLC | 48,374 | $4.22M | 0.03% | +48,374 | New |
| Woodley Farra Manion Portfolio Management Inc | 48,517 | $4.23M | 0.20% | +124+0.3% | Added |
| Wesbanco Bank Inc | 48,545 | $4.23M | 0.12% | −5,240−9.7% | Reduced |
| Kentucky Trust Co | 49,398 | $4.31M | 2.28% | −1,005−2.0% | Reduced |
| Norinchukin Bank, The | 49,425 | $4.31M | 0.05% | −100.0% | Reduced |
| Hengehold Capital Management LLC | 49,837 | $4.35M | 0.37% | +983+2.0% | Added |
| Coastal Bridge Advisors, LLC | 50,333 | $4.39M | 0.33% | +134+0.3% | Added |
| New Mexico Educational Retirement Board | 50,587 | $4.41M | 0.13% | +900+1.8% | Added |
| Oakworth Capital, Inc. | 50,614 | $4.41M | 0.24% | +1,204+2.4% | Added |
| Sagespring Wealth Partners, LLC | 50,692 | $4.42M | 0.08% | −6,344−11.1% | Reduced |
| Marble Wealth, LLC | 50,957 | $4.44M | 0.62% | +50,957 | New |
| American Trust Investment Advisors, LLC | 51,030 | $4.45M | 2.38% | +331+0.7% | Added |
| Longbow Finance SA | 51,158 | $4.46M | 0.76% | −22,366−30.4% | Reduced |
| Eastern Bank | 51,254 | $4.47M | 0.08% | +37,245+265.9% | Added |
| Greatmark Investment Partners, Inc. | 51,706 | $4.51M | 0.53% | +513+1.0% | Added |
| Morton Community Bank | 50,612 | $4.52M | 0.98% | +1,482+3.0% | Added |
| Morgan Dempsey Capital Management LLC | 52,229 | $4.55M | 2.22% | −5,615−9.7% | Reduced |
| Umb Bank N A | 52,383 | $4.57M | 0.06% | −5,126−8.9% | Reduced |
| Cornerstone Capital, Inc. | 52,436 | $4.57M | 0.45% | +158+0.3% | Added |
| We Are One Seven, LLC | 52,496 | $4.58M | 0.09% | +13,992+36.3% | Added |
| Baugh & Associates, LLC | 56,410 | $4.58M | 2.25% | −1,132−2.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 53,105 | $4.63M | 0.16% | +1,640+3.2% | Added |
| GQG Partners LLC | 53,863 | $4.70M | 0.01% | −550−1.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 53,961 | $4.71M | 0.75% | +3,544+7.0% | Added |
| Meridian Wealth Management, LLC | 54,270 | $4.73M | 0.17% | +1,671+3.2% | Added |
| Trajan Wealth LLC | 54,387 | $4.74M | 0.20% | +1,240+2.3% | Added |
| GAM Holding AG | 54,433 | $4.75M | 0.30% | +27,483+102.0% | Added |
| RSM US Wealth Management LLC | 54,257 | $4.75M | 0.06% | −10,048−15.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 54,642 | $4.76M | 2.78% | +338+0.6% | Added |
| Profund Advisors LLC | 54,658 | $4.77M | 0.14% | −2,847−5.0% | Reduced |
| Maryland State Retirement & Pension System | 54,738 | $4.77M | 0.10% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 55,271 | $4.82M | 0.06% | +8,995+19.4% | Added |
| Providence Capital Advisors, LLC | 55,280 | $4.82M | 0.81% | +1,626+3.0% | Added |
| United Bank | 55,311 | $4.82M | 1.64% | −180−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 55,512 | $4.84M | 0.16% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 55,804 | $4.87M | 1.16% | −4,276−7.1% | Reduced |
| Clearbridge Investments, LLC | 55,912 | $4.88M | 0.00% | +267+0.5% | Added |
| Dark Forest Capital Management LP | 56,028 | $4.89M | 0.22% | +9,589+20.6% | Added |
| Louisiana State Employees Retirement System | 56,200 | $4.90M | 0.08% | −1,500−2.6% | Reduced |
| Csenge Advisory Group | 56,797 | $4.95M | 0.22% | +831+1.5% | Added |
| Clearstead Advisors, LLC | 57,280 | $4.99M | 0.06% | +1,473+2.6% | Added |
| Goelzer Investment Management, Inc. | 58,006 | $5.06M | 0.23% | +528+0.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,491 | $5.10M | 0.00% | +13,000+28.6% | Added |
| Signaturefd, LLC | 58,500 | $5.10M | 0.08% | +2,936+5.3% | Added |
| Resolution Capital Ltd | 59,288 | $5.17M | 0.11% | −10,621−15.2% | Reduced |
| Wealthcare Advisory Partners LLC | 59,326 | $5.17M | 0.10% | +209+0.4% | Added |
| Money Concepts Capital Corp | 59,926 | $5.23M | 0.29% | +4,651+8.4% | Added |
| Prudential PLC | 60,332 | $5.26M | 0.04% | +840+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 60,430 | $5.27M | 0.02% | +583+1.0% | Added |
| Capital Investment Counsel, LLC | 60,608 | $5.29M | 0.73% | −63−0.1% | Reduced |
| Schnieders Capital Management, LLC. | 60,780 | $5.30M | 0.83% | +1,563+2.6% | Added |
| Engineers Gate Manager LP | 61,653 | $5.38M | 0.06% | +9,370+17.9% | Added |
| Trinity Legacy Partners, LLC | 62,622 | $5.46M | 1.25% | +1,313+2.1% | Added |
| South Dakota Investment Council | 63,240 | $5.51M | 0.10% | −1,700−2.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 63,310 | $5.52M | 0.40% | +309+0.5% | Added |
| Hartford Investment Management Co | 63,584 | $5.54M | 0.17% | −880−1.4% | Reduced |
| Griffith & Werner, Inc. | 64,819 | $5.65M | 2.88% | +935+1.5% | Added |
| Woodstock Corp | 65,060 | $5.67M | 0.49% | +590+0.9% | Added |
| Agf Management Ltd | 65,309 | $5.69M | 0.02% | +4,798+7.9% | Added |
| Oppenheimer & Co Inc | 65,466 | $5.71M | 0.08% | −748−1.1% | Reduced |
| MainStreet Investment Advisors LLC | 66,237 | $5.78M | 0.83% | −6,393−8.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 66,386 | $5.79M | 1.19% | −215−0.3% | Reduced |
| Core Alternative Capital | 66,457 | $5.80M | 1.60% | −1,391−2.1% | Reduced |
| Moors & Cabot, Inc. | 66,609 | $5.81M | 0.25% | +3,604+5.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 67,266 | $5.87M | 0.05% | −4,240−5.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 67,648 | $5.90M | 0.01% | +41,575+159.5% | Added |
| Advisors Asset Management, Inc. | 67,931 | $5.92M | 0.10% | +5,167+8.2% | Added |
| Jackson Hole Capital Partners, LLC | 68,357 | $5.96M | 1.02% | −2,314−3.3% | Reduced |
| Sciencast Management LP | 68,437 | $5.97M | 0.83% | +22,457+48.8% | Added |
| Lifeworks Advisors, LLC | 68,682 | $5.99M | 0.78% | +17,905+35.3% | Added |
| Apollon Wealth Management, LLC | 69,038 | $6.02M | 0.10% | −17,111−19.9% | Reduced |
| Farmers Trust Co | 69,078 | $6.02M | 0.98% | +2,326+3.5% | Added |
| Kentucky Retirement Systems | 69,183 | $6.03M | 0.16% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 67,369 | $6.07M | 0.87% | −376−0.6% | Reduced |
| Glenview Trust Co | 70,005 | $6.10M | 0.09% | −70,085−50.0% | Reduced |
| AE Wealth Management LLC | 70,344 | $6.13M | 0.04% | +1,249+1.8% | Added |
| Carson Advisory Inc. | 71,417 | $6.23M | 3.24% | +1,598+2.3% | Added |
| Marietta Wealth Management, LLC | 71,509 | $6.24M | 0.72% | +2,593+3.8% | Added |
| Telos Capital Management, Inc. | 71,730 | $6.25M | 0.58% | +1,389+2.0% | Added |
| Carret Asset Management, LLC | 71,863 | $6.27M | 0.59% | −890−1.2% | Reduced |
| GLOBALT Investments LLC | 72,003 | $6.28M | 0.23% | −3,055−4.1% | Reduced |
| Tiaa Trust, National Association | 72,284 | $6.30M | 0.02% | −134,056−65.0% | Reduced |
| BFSG, LLC | 72,427 | $6.32M | 0.61% | −355−0.5% | Reduced |
| Vident Advisory, LLC | 72,659 | $6.34M | 0.06% | +3,518+5.1% | Added |
| Hantz Financial Services, Inc. | 73,433 | $6.40M | 0.09% | −6,505−8.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 73,433 | $6.40M | 0.15% | +572+0.8% | Added |
| Argent Trust Co | 73,479 | $6.41M | 0.22% | +803+1.1% | Added |
| Kingswood Wealth Advisors, LLC | 73,709 | $6.43M | 0.31% | +21,153+40.2% | Added |
| Old Point Trust & Financial Services N A | 73,958 | $6.45M | 2.01% | +1,550+2.1% | Added |
| Massmutual Trust Co FSB | 74,078 | $6.46M | 0.17% | −2,795−3.6% | Reduced |
| Jefferies Financial Group Inc. | 74,123 | $6.46M | 0.05% | +74,123 | New |
| Nordea Investment Management AB | 74,259 | $6.49M | 0.01% | +495+0.7% | Added |
| Naples Global Advisors, LLC | 75,016 | $6.54M | 0.49% | +377+0.5% | Added |
| Coston, McIsaac & Partners | 75,387 | $6.57M | 1.53% | +648+0.9% | Added |
| Anchor Investment Management, LLC | 75,452 | $6.58M | 0.53% | +153+0.2% | Added |
| Beacon Pointe Advisors, LLC | 75,477 | $6.58M | 0.05% | +1,186+1.6% | Added |
| Coldstream Capital Management Inc | 75,576 | $6.59M | 0.08% | −1,302−1.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 75,800 | $6.61M | 0.09% | +12,929+20.6% | Added |
| Simmons Bank | 75,839 | $6.61M | 0.44% | +2,777+3.8% | Added |
| Edgemoor Investment Advisors, Inc. | 75,974 | $6.62M | 0.51% | −72−0.1% | Reduced |