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 |
|---|---|---|---|---|---|
| City Holding Co | 75,982 | $6.63M | 0.82% | +263+0.3% | Added |
| Albion Financial Group | 76,649 | $6.68M | 0.42% | −6,007−7.3% | Reduced |
| Aull & Monroe Investment Management Corp | 76,841 | $6.70M | 3.36% | −863−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 76,999 | $6.72M | 0.04% | +4,567+6.3% | Added |
| Assenagon Asset Management S.A. | 77,479 | $6.76M | 0.01% | −240,384−75.6% | Reduced |
| Glenmede Trust Co NA | 77,491 | $6.76M | 0.03% | +77,491 | New |
| Janus Henderson Group PLC | 77,501 | $6.76M | 0.00% | −12,937−14.3% | Reduced |
| Parkside Investments, LLC | 77,531 | $6.76M | 0.85% | −2,290−2.9% | Reduced |
| Cullen Investment Group, Ltd. | 78,000 | $6.79M | 0.88% | −6,166−7.3% | Reduced |
| J.W. Cole Advisors, Inc. | 85,860 | $6.82M | 0.17% | −7,447−8.0% | Reduced |
| Osmosis Investment Management UK Ltd | 78,393 | $6.84M | 0.17% | +78,393 | New |
| Trustmark National Bank Trust Department | 78,836 | $6.87M | 0.43% | +281+0.4% | Added |
| First PREMIER Bank | 79,470 | $6.93M | 1.59% | −2,423−3.0% | Reduced |
| Central Trust Co | 79,701 | $6.95M | 0.14% | −1,537−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 79,897 | $6.97M | 0.09% | +2,308+3.0% | Added |
| Stratos Wealth Partners, LTD. | 80,498 | $7.02M | 0.08% | +5,909+7.9% | Added |
| Guggenheim Capital LLC | 80,544 | $7.02M | 0.05% | −2,527−3.0% | Reduced |
| United Capital Financial Advisers, LLC | 80,641 | $7.03M | 0.04% | +2,125+2.7% | Added |
| Harbour Investments, Inc. | 81,549 | $7.11M | 0.14% | +56,443+224.8% | Added |
| Equitable Holdings, Inc. | 82,356 | $7.18M | 0.05% | +4,201+5.4% | Added |
| Allstate Corp | 83,367 | $7.27M | 0.10% | +42,733+105.2% | Added |
| Canada Pension Plan Investment Board | 83,716 | $7.30M | 0.00% | −522,865−86.2% | Reduced |
| Mizuho Securities USA LLC | 80,175 | $7.31M | 0.12% | +55+0.1% | Added |
| Summit Financial, LLC | 84,934 | $7.41M | 0.11% | −656−0.8% | Reduced |
| Sky Investment Group LLC | 85,219 | $7.43M | 1.23% | +4,855+6.0% | Added |
| Advocate Group LLC | 85,786 | $7.48M | 1.21% | −2,045−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 85,856 | $7.49M | 0.06% | 00.0% | Unchanged |
| Thomasville National Bank | 86,215 | $7.52M | 0.47% | +1,096+1.3% | Added |
| Kempen Capital Management N.V. | 86,261 | $7.52M | 0.06% | −4,306−4.8% | Reduced |
| Ronald Blue Trust, Inc. | 87,568 | $7.64M | 0.09% | −1,966−2.2% | Reduced |
| Chronos Wealth Management, LLC | 88,362 | $7.71M | 3.57% | +2,269+2.6% | Added |
| UniSuper Management Pty Ltd | 88,684 | $7.73M | 0.05% | +1,476+1.7% | Added |
| Sound View Wealth Advisors Group, LLC | 89,786 | $7.83M | 0.53% | −1,597−1.7% | Reduced |
| Windle Wealth, LLC | 90,918 | $7.93M | 3.55% | −340−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 90,944 | $7.93M | 0.25% | −3,601−3.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 92,003 | $8.02M | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 92,071 | $8.03M | 0.06% | +2,743+3.1% | Added |
| Associated Banc-Corp | 92,947 | $8.10M | 0.21% | −2,722−2.8% | Reduced |
| HRT Financial LP | 93,271 | $8.13M | 0.03% | −91,342−49.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 91,616 | $8.14M | 0.47% | +4,090+4.7% | Added |
| Prospera Financial Services Inc | 93,886 | $8.19M | 0.13% | −2,052−2.1% | Reduced |
| Atria Investments LLC | 94,312 | $8.22M | 0.09% | +5,680+6.4% | Added |
| Investment Management Corp of Ontario | 95,045 | $8.29M | 0.11% | +43,436+84.2% | Added |
| Neuberger Berman Group LLC | 95,403 | $8.32M | 0.01% | +787+0.8% | Added |
| Thrivent Financial for Lutherans | 95,640 | $8.35M | 0.01% | +30,211+46.2% | Added |
| Cornerstone Wealth Group, LLC | 95,956 | $8.37M | 0.57% | +1,590+1.7% | Added |
| Rothschild Investment LLC | 96,462 | $8.41M | 0.46% | −1,973−2.0% | Reduced |
| Fiduciary Group LLC | 96,564 | $8.42M | 0.71% | +767+0.8% | Added |
| Sequoia Financial Advisors, LLC | 97,526 | $8.50M | 0.05% | +416+0.4% | Added |
| Spirepoint Private Client, LLC | 97,631 | $8.51M | 0.81% | +11,460+13.3% | Added |
| Am Investment Strategies LLC | 97,844 | $8.53M | 1.77% | −1,573−1.6% | Reduced |
| Vinva Investment Management Ltd | 98,261 | $8.60M | 0.11% | +51,195+108.8% | Added |
| Pacer Advisors, Inc. | 99,083 | $8.64M | 0.02% | +6,315+6.8% | Added |
| D.A. Davidson & Co. | 99,386 | $8.67M | 0.05% | +16,878+20.5% | Added |
| Intech Investment Management LLC | 100,361 | $8.75M | 0.08% | −12,320−10.9% | Reduced |
| Principle Wealth Partners LLC | 100,551 | $8.77M | 0.49% | −2,369−2.3% | Reduced |
| Freestone Capital Holdings, LLC | 100,888 | $8.80M | 0.26% | +22,541+28.8% | Added |
| Visionary Wealth Advisors | 100,909 | $8.80M | 0.40% | +1,712+1.7% | Added |
| KBC Group NV | 101,290 | $8.83M | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 101,312 | $8.83M | 0.26% | −529−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 101,903 | $8.89M | 0.10% | +15,553+18.0% | Added |
| ARS Wealth Advisors Group, LLC | 103,181 | $9.00M | 0.81% | +1,962+1.9% | Added |
| StoneX Group Inc. | 103,864 | $9.06M | 0.39% | −1,127−1.1% | Reduced |
| Lido Advisors, LLC | 96,299 | $9.06M | 0.04% | +1,202+1.3% | Added |
| Rockland Trust Co | 104,776 | $9.14M | 0.36% | +1,691+1.6% | Added |
| Trexquant Investment LP | 104,943 | $9.15M | 0.08% | +104,943 | New |
| Azimuth Capital Investment Management LLC | 105,740 | $9.22M | 0.33% | +1,654+1.6% | Added |
| Private Advisor Group, LLC | 106,104 | $9.25M | 0.04% | −12,709−10.7% | Reduced |
| Fifth Third Bancorp | 106,623 | $9.30M | 0.03% | −1,751−1.6% | Reduced |
| First National Bank of Omaha | 107,421 | $9.39M | 0.28% | +69,305+181.8% | Added |
| State of Alaska, Department of Revenue | 109,506 | $9.55M | 0.10% | −8,040−6.8% | Reduced |
| RWC Asset Management LLP | 109,977 | $9.59M | 0.47% | −9,553−8.0% | Reduced |
| Eventide Asset Management, LLC | 110,842 | $9.69M | 0.15% | −295,557−72.7% | Reduced |
| Shelton Capital Management | 113,483 | $9.90M | 0.20% | −46,538−29.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 114,224 | $9.96M | 0.01% | −164,428−59.0% | Reduced |
| Fairvoy Private Wealth, LLC | 114,962 | $10.0M | 2.24% | −1,415−1.2% | Reduced |
| IFG Advisory, LLC | 114,973 | $10.0M | 0.44% | −711−0.6% | Reduced |
| Keel Point, LLC | 115,731 | $10.1M | 0.61% | +8,797+8.2% | Added |
| Capital Innovations LLC | 115,871 | $10.1M | 2.88% | +115,871 | New |
| Mutual of America Capital Management LLC | 118,212 | $10.3M | 0.11% | −1,008−0.8% | Reduced |
| RFG Advisory, LLC | 118,383 | $10.3M | 0.19% | −6,153−4.9% | Reduced |
| Metis Global Partners, LLC | 118,756 | $10.4M | 0.24% | +2,949+2.5% | Added |
| Fisher Asset Management, LLC | 119,135 | $10.4M | 0.00% | −856−0.7% | Reduced |
| Stephens Inc | 120,238 | $10.5M | 0.13% | +1,446+1.2% | Added |
| Jane Street Group, LLC | 120,326 | $10.5M | 0.01% | −327,833−73.2% | Reduced |
| Signature Wealth Management Group | 121,142 | $10.6M | 4.31% | +1,120+0.9% | Added |
| Rafferty Asset Management, LLC | 121,255 | $10.6M | 0.04% | +5,436+4.7% | Added |
| QRG Capital Management, Inc. | 122,662 | $10.7M | 0.12% | +7,918+6.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 122,816 | $10.7M | 0.45% | +9,356+8.2% | Added |
| Farther Finance Advisors, LLC | 123,122 | $10.7M | 0.12% | +61,298+99.1% | Added |
| Keybank National Association | 124,557 | $10.9M | 0.04% | −587−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 126,089 | $11.0M | 0.14% | +317+0.3% | Added |
| Bell Bank | 127,901 | $11.2M | 0.48% | +21,751+20.5% | Added |
| Pinnacle Associates Ltd | 128,109 | $11.2M | 0.14% | +2,729+2.2% | Added |
| Kanawha Capital Management LLC | 128,556 | $11.2M | 0.77% | +9,009+7.5% | Added |
| Royal London Asset Management Ltd | 128,860 | $11.2M | 0.02% | +1,462+1.1% | Added |
| Blair William & Co | 128,905 | $11.2M | 0.03% | +4,452+3.6% | Added |
| Cullinan Associates Inc | 129,777 | $11.3M | 0.77% | −124−0.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 130,418 | $11.4M | 1.38% | +1,074+0.8% | Added |
| Pathstone Holdings, LLC | 132,872 | $11.6M | 0.04% | −2,130−1.6% | Reduced |