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 |
|---|---|---|---|---|---|
| Verity & Verity, LLC | 133,916 | $11.7M | 0.91% | +1,741+1.3% | Added |
| Klingenstein Fields & Co LP | 133,951 | $11.7M | 0.44% | −2,338−1.7% | Reduced |
| CIBC World Markets Inc. | 136,455 | $11.9M | 0.02% | +109,538+406.9% | Added |
| Tudor Investment Corp Et Al | 136,602 | $11.9M | 0.07% | +136,602 | New |
| Davenport & Co LLC | 137,349 | $12.0M | 0.06% | +54,658+66.1% | Added |
| Biondo Investment Advisors, LLC | 137,799 | $12.0M | 1.45% | −919−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 137,905 | $12.0M | 0.02% | −3,274−2.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 138,385 | $12.1M | 0.08% | −28,573−17.1% | Reduced |
| Nissay Asset Management Corp | 139,019 | $12.1M | 0.06% | +460.0% | Added |
| Public Employees Retirement Association of Colorado | 140,287 | $12.2M | 0.04% | −302−0.2% | Reduced |
| Advisors Management Group Inc | 140,629 | $12.3M | 2.23% | +43,461+44.7% | Added |
| Advisory Services Network, LLC | 140,715 | $12.3M | 0.17% | +16,542+13.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 144,095 | $12.6M | 0.19% | +144,095 | New |
| Bragg Financial Advisors, Inc | 145,136 | $12.7M | 0.41% | −1,326−0.9% | Reduced |
| Rakuten Investment Management, Inc. | 144,805 | $12.7M | 0.04% | +67,802+88.1% | Added |
| Brookstone Capital Management | 145,426 | $12.7M | 0.15% | −7,328−4.8% | Reduced |
| Yousif Capital Management, LLC | 143,244 | $12.7M | 0.14% | −6,010−4.0% | Reduced |
| Alerus Financial NA | 148,126 | $12.9M | 0.63% | +2,159+1.5% | Added |
| JustInvest LLC | 148,233 | $12.9M | 0.13% | −10,484−6.6% | Reduced |
| Independent Advisor Alliance | 148,325 | $12.9M | 0.31% | +2,915+2.0% | Added |
| King Luther Capital Management Corp | 149,874 | $13.1M | 0.05% | +16,397+12.3% | Added |
| Nomura Asset Management International Inc. | 150,690 | $13.1M | 0.02% | +150,690 | New |
| New York Life Investment Management LLC | 151,069 | $13.2M | 0.11% | +1,579+1.1% | Added |
| NEOS Investment Management LLC | 153,376 | $13.4M | 0.08% | +24,743+19.2% | Added |
| Arkadios Wealth Advisors | 154,170 | $13.4M | 0.27% | +9,661+6.7% | Added |
| Baillie Gifford & Co | 154,618 | $13.5M | 0.01% | +1,888+1.2% | Added |
| First Horizon Corp | 155,839 | $13.6M | 0.61% | +2,199+1.4% | Added |
| CIBC World Markets Corp | 157,721 | $13.8M | 0.07% | +157,721 | New |
| M&T Bank Corp | 158,292 | $13.8M | 0.04% | +10,531+7.1% | Added |
| Commerce Bank | 159,748 | $13.9M | 0.08% | −3,430−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 160,641 | $14.0M | 0.05% | +2,598+1.6% | Added |
| Resources Investment Advisors, LLC. | 161,521 | $14.1M | 0.14% | +120,411+292.9% | Added |
| CCM Investment Advisers LLC | 163,407 | $14.2M | 1.36% | +15,498+10.5% | Added |
| Wealthfront Advisers LLC | 164,689 | $14.4M | 0.03% | −7,403−4.3% | Reduced |
| CWM, LLC | 165,475 | $14.4M | 0.04% | +64,104+63.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 165,632 | $14.4M | 0.37% | −30,871−15.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 166,038 | $14.5M | 0.11% | +2,768+1.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 168,457 | $14.7M | 0.12% | −8,875−5.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 170,366 | $14.9M | 0.79% | −3,388−1.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 171,194 | $14.9M | 0.04% | −10,667−5.9% | Reduced |
| DekaBank Deutsche Girozentrale | 184,531 | $15.0M | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 172,387 | $15.0M | 0.11% | +9,361+5.7% | Added |
| USS Investment Management Ltd | 175,403 | $15.3M | 0.08% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 177,421 | $15.5M | 0.08% | +17,897+11.2% | Added |
| Bank of Nova Scotia | 178,952 | $15.6M | 0.02% | +30,493+20.5% | Added |
| Daiwa Securities Group Inc. | 180,107 | $15.7M | 0.05% | +5,768+3.3% | Added |
| Utah Retirement Systems | 181,993 | $15.9M | 0.15% | 00.0% | Unchanged |
| Cbre Clarion Securities LLC | 184,682 | $16.1M | 0.24% | +184,682 | New |
| Leavell Investment Management, Inc. | 185,419 | $16.2M | 0.67% | −2,867−1.5% | Reduced |
| Regions Financial Corp | 186,388 | $16.3M | 0.10% | −10,248−5.2% | Reduced |
| Nichols & Pratt Advisers LLP | 186,548 | $16.3M | 1.02% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 186,800 | $16.3M | 0.21% | −24,378−11.5% | Reduced |
| Jones Financial Companies LLLP | 187,652 | $16.4M | 0.01% | +23,064+14.0% | Added |
| Woodline Partners LP | 187,849 | $16.4M | 0.06% | +42,465+29.2% | Added |
| Steward Partners Investment Advisory, LLC | 188,032 | $16.4M | 0.09% | +11,890+6.8% | Added |
| HB Wealth Management, LLC | 192,433 | $16.8M | 0.11% | +1,913+1.0% | Added |
| Benjamin Edwards Inc | 192,629 | $16.8M | 0.19% | −1,819−0.9% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 194,410 | $17.0M | 0.15% | +194,410 | New |
| British Columbia Investment Management Corp | 195,027 | $17.0M | 0.09% | +36,882+23.3% | Added |
| Eurizon Capital SGR S.p.A. | 194,925 | $17.0M | 0.05% | +194,925 | New |
| Calamos Advisors LLC | 196,647 | $17.1M | 0.07% | −7,648−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 201,137 | $17.5M | 0.05% | +32,933+19.6% | Added |
| Millennium Management LLC | 202,694 | $17.7M | 0.01% | −165,226−44.9% | Reduced |
| Amalgamated Bank | 203,644 | $17.8M | 0.13% | −9,668−4.5% | Reduced |
| Vestcor Inc | 206,180 | $18.0M | 0.51% | +60,173+41.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 206,221 | $18.0M | 0.50% | −110−0.1% | Reduced |
| ProShare Advisors LLC | 206,817 | $18.0M | 0.03% | −353−0.2% | Reduced |
| Mackenzie Financial Corp | 206,583 | $18.1M | 0.02% | −700,533−77.2% | Reduced |
| CWA Asset Management Group, LLC | 208,204 | $18.2M | 0.65% | +6,191+3.1% | Added |
| Carnegie Capital Asset Management, LLC | 211,962 | $18.5M | 0.34% | +4,612+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 214,247 | $18.7M | 0.10% | −17,941−7.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 215,912 | $18.8M | 0.03% | +35,837+19.9% | Added |
| Savant Capital, LLC | 218,592 | $19.1M | 0.11% | +8,034+3.8% | Added |
| Calamos Wealth Management LLC | 218,922 | $19.1M | 0.66% | −1,233−0.6% | Reduced |
| Comerica Bank | 219,442 | $19.1M | 0.08% | −10,450−4.5% | Reduced |
| Midwest Trust Co | 225,703 | $19.7M | 0.25% | +2,397+1.1% | Added |
| Richard C. Young & CO., LTD. | 226,568 | $19.8M | 1.77% | +2,593+1.2% | Added |
| Teacher Retirement System of Texas | 227,333 | $19.8M | 0.07% | −81,128−26.3% | Reduced |
| Rockefeller Capital Management L.P. | 227,383 | $19.8M | 0.04% | +3,342+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 227,673 | $19.9M | 0.01% | +16,770+8.0% | Added |
| Fukoku Mutual Life Insurance Co | 230,101 | $20.1M | 1.32% | −827−0.4% | Reduced |
| Allworth Financial LP | 232,637 | $20.3M | 0.08% | +49,591+27.1% | Added |
| Retirement Systems of Alabama | 234,243 | $20.4M | 0.07% | −416−0.2% | Reduced |
| MAI Capital Management | 236,851 | $20.7M | 0.12% | −15,940−6.3% | Reduced |
| AQR Capital Management LLC | 236,978 | $20.7M | 0.01% | −156,359−39.8% | Reduced |
| Swiss Life Asset Management Ltd | 239,402 | $20.9M | 0.11% | −17,977−7.0% | Reduced |
| Edgar Lomax Co | 240,695 | $21.0M | 1.59% | −5,510−2.2% | Reduced |
| Cerity Partners LLC | 241,120 | $21.0M | 0.03% | +7,450+3.2% | Added |
| FIL Ltd | 243,321 | $21.2M | 0.02% | +9,198+3.9% | Added |
| Becker Capital Management Inc | 243,626 | $21.2M | 0.61% | +3,134+1.3% | Added |
| Mercer Global Advisors Inc | 249,674 | $21.8M | 0.03% | +6,566+2.7% | Added |
| STRS Ohio | 249,701 | $21.8M | 0.08% | −10,056−3.9% | Reduced |
| Hennessy Advisors Inc | 252,400 | $22.0M | 0.78% | −6,800−2.6% | Reduced |
| CI Private Wealth, LLC | 253,575 | $22.1M | 0.03% | +9,910+4.1% | Added |
| Lockheed Martin Investment Management Co | 254,540 | $22.2M | 0.74% | +104,570+69.7% | Added |
| Foundations Investment Advisors, LLC | 257,096 | $22.4M | 0.29% | +32,516+14.5% | Added |
| Man Group plc | 260,519 | $22.7M | 0.04% | +179,716+222.4% | Added |
| Crawford Investment Counsel Inc | 261,457 | $22.8M | 0.38% | +202+0.1% | Added |
| IFM Investors Pty Ltd | 262,122 | $22.9M | 0.19% | +9,127+3.6% | Added |
| MetLife Investment Management | 263,973 | $23.0M | 0.11% | −8,998−3.3% | Reduced |