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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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ4 2025: 2,273 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ4 2025: $69.6B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2025.

Institutions holding SO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wolff Wiese Magana LLC230$20.1K0.01%00.0%Unchanged
Wealth Preservation Advisors, LLC231$20.2K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC233$20.3K0.01%+1+0.4%Added
Solstein Capital, LLC236$20.6K0.01%00.0%Unchanged
Howard Hughes Medical Institute237$20.7K0.01%+1+0.4%Added
Sachetta, LLC238$20.8K0.01%−425−64.1%Reduced
Avion Wealth242$21.0K0.00%−45−15.7%Reduced
Imprint Wealth LLC244$21.3K0.10%+144+144.0%Added
LFA - Lugano Financial Advisors SA246$21.5K0.01%00.0%Unchanged
Marquette Asset Management, LLC246$21.5K0.00%+102+70.8%Added
Miller Wealth Advisors, LLC250$21.8K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC253$22.1K0.00%−3−1.2%Reduced
Basepoint Wealth LLC254$22.2K0.01%+254New
Bell Investment Advisors, Inc263$22.9K0.00%−13−4.7%Reduced
Clark Wealth Partners265$23.1K0.01%00.0%Unchanged
Bullseye Investment Management, LLC271$23.6K0.01%+271New
Tidemark, LLC272$23.7K0.01%00.0%Unchanged
1015 Capital Partners, LLC278$24.2K0.02%+278New
Wellington Grp LLC289$25.2K0.01%+289New
Ankerstar Wealth, LLC289$25.3K0.03%+289New
CGC Financial Services, LLC293$25.6K0.01%00.0%Unchanged
Retirement Wealth Solutions LLC299$26.1K0.02%−2−0.7%Reduced
Cornerstone Financial Management LLC304$26.5K0.02%+304New
Adkins Seale Capital Management LLC305$26.7K0.03%+305New
Cheviot Value Management, LLC305$26.9K0.00%00.0%Unchanged
J.Safra Asset Management Corp309$26.9K0.00%+309New
Pin Oak Investment Advisors Inc300$27.0K0.02%00.0%Unchanged
Morton Brown Family Wealth, LLC314$27.4K0.01%00.0%Unchanged
YANKCOM Partnership319$27.8K0.01%00.0%Unchanged
NVWM, LLC322$28.1K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC323$28.2K0.02%+2+0.6%Added
Fourth Dimension Wealth, LLC328$28.6K0.01%00.0%Unchanged
Activest Wealth Management332$28.9K0.01%+8+2.5%Added
Park Square Financial Group, LLC355$29.2K0.17%+84+31.0%Added
Pension & Wealth Management Advisors, Inc.345$30.1K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.350$30.5K0.00%−137−28.1%Reduced
Caitong International Asset Management Co., Ltd353$30.8K0.01%−1,409−80.0%Reduced
Financial Connections Group, Inc.360$31.0K0.01%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.359$31.0K0.00%+359New
Safe Harbor Fiduciary, LLC364$31.7K0.03%+364New
Basso Capital Management, L.P.370$32.3K0.02%+370New
Chilton Capital Management LLC376$32.8K0.00%+15+4.2%Added
Legacy Wealth Managment, LLC376$32.8K0.02%+376New
Kingdom Financial Group LLC.383$33.4K0.01%+383New
S&T Bank386$33.7K0.01%−627−61.9%Reduced
Beacon Financial Strategies CORP387$33.7K0.02%+387New
IFC & Insurance Marketing, Inc.394$34.0K0.03%+394New
MidFirst Bank392$34.2K0.00%+392New
High Note Wealth, LLC393$34.3K0.01%+48+13.9%Added
Loomis Sayles & Co L P400$34.9K0.00%−15−3.6%Reduced
First Community Trust NA400$34.9K0.03%00.0%Unchanged
Centerpoint Advisors, LLC417$36.0K0.01%−8−1.9%Reduced
Kohmann Bosshard Financial Services, LLC416$36.3K0.00%+416New
TFC Financial Management418$36.4K0.00%00.0%Unchanged
IMG Wealth Management, Inc.422$36.8K0.02%+13+3.2%Added
MB, Levis & Associates, LLC425$37.0K0.02%+1+0.2%Added
Meeder Asset Management Inc428$37.3K0.00%−24−5.3%Reduced
Steigerwald, Gordon & Koch Inc.439$38.3K0.00%+84+23.7%Added
Lodestone Wealth Management LLC443$38.6K0.02%+443New
Murphy & Mullick Capital Management Corp448$39.1K0.03%00.0%Unchanged
Key Financial Inc449$39.2K0.01%+193+75.4%Added
Cetera Trust Company, N.A450$39.2K0.02%00.0%Unchanged
Beaird Harris Wealth Management, LLC453$39.5K0.00%−10−2.2%Reduced
SOA Wealth Advisors, LLC.454$39.6K0.01%−130−22.3%Reduced
WPG Advisers, LLC466$40.6K0.03%−60−11.4%Reduced
Missouri Trust & Investment Co470$41.0K0.01%−75−13.8%Reduced
Access Investment Management LLC441$41.8K0.01%00.0%Unchanged
Hussman Strategic Advisors, Inc.500$43.6K0.01%00.0%Unchanged
CNB Bank504$43.9K0.02%−14−2.7%Reduced
Investment Research & Advisory Group, Inc.504$44.6K0.01%00.0%Unchanged
Advocate Investing Services LLC529$46.2K0.04%+529New
MPWM Advisory Solutions, LLC544$47.5K0.03%+298+121.1%Added
Strive Financial Group ,LLC547$47.8K0.03%+547New
Tompkins Financial Corp555$48.4K0.00%00.0%Unchanged
Winch Advisory Services, LLC556$48.5K0.01%+5+0.9%Added
Ostrum Asset Management556$48.5K0.00%−558−50.1%Reduced
Greykasell Wealth Strategies, Inc.566$49.4K0.02%00.0%Unchanged
Triumph Capital Management573$50.0K0.01%+573New
Darwin Advisors, LLC574$50.1K0.02%+5+0.9%Added
Pacifica Partners Inc.580$50.6K0.02%00.0%Unchanged
Financial Consulate, Inc585$51.0K0.01%+42+7.7%Added
Garton & Associates Financial Advisors LLC586$51.1K0.03%+586New
CrossGen Wealth, LLC592$51.6K0.05%+592New
Curat Global, LLC574$52.3K0.06%00.0%Unchanged
Chung Wu Investment Group, LLC600$52.3K0.04%00.0%Unchanged
Bravera Wealth600$52.3K0.03%+600New
HighMark Wealth Management LLC623$54.3K0.02%+1+0.2%Added
FWL Investment Management, LLC628$54.8K0.01%+278+79.4%Added
Birchbrook, Inc.632$55.1K0.03%00.0%Unchanged
Wealth Watch Advisors, INC640$55.8K0.02%−64−9.1%Reduced
Piscataqua Savings Bank640$55.8K0.04%00.0%Unchanged
Kemnay Advisory Services Inc.647$56.4K0.01%+647New
Anfield Capital Management, LLC658$57.4K0.02%+219+49.9%Added
Webster Bank, N. A.661$57.6K0.01%−115−14.8%Reduced
Global Trust Asset Management, LLC663$57.8K0.02%00.0%Unchanged
Western Pacific Wealth Management, LP665$57.9K0.06%00.0%Unchanged
Covestor Ltd659$58.0K0.03%−11−1.6%Reduced
Highline Wealth Partners LLC697$60.8K0.02%−14,970−95.6%Reduced
Capital Analysts, LLC700$61.0K0.00%+143+25.7%Added
Entrust Financial LLC700$61.0K0.05%+700New