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 |
|---|---|---|---|---|---|
| Purpose Unlimited Inc. | 700 | $61.0K | 0.00% | +700 | New |
| Canton Hathaway, LLC | 705 | $61.5K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 714 | $62.3K | 0.02% | +714 | New |
| Olistico Wealth, LLC | 722 | $63.0K | 0.03% | +722 | New |
| Wealth Enhancement Trust Services, Inc. | 722 | $63.0K | 0.01% | +722 | New |
| Boyd Watterson Asset Management LLC | 734 | $64.0K | 0.02% | −12−1.6% | Reduced |
| Quaker Wealth Management, LLC | 735 | $64.1K | 0.02% | +500+212.8% | Added |
| Fairscale Capital, LLC | 736 | $64.2K | 0.04% | +574+354.3% | Added |
| Dunhill Financial, LLC | 768 | $67.0K | 0.02% | +13+1.7% | Added |
| Addison Advisors LLC | 778 | $67.8K | 0.02% | +39+5.3% | Added |
| Flagship Wealth Advisors, LLC | 800 | $69.8K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 819 | $71.4K | 0.03% | −630−43.5% | Reduced |
| Global Wealth Strategies & Associates | 821 | $71.6K | 0.02% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 840 | $73.2K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 844 | $74.0K | 0.02% | +77+10.0% | Added |
| Kozak & Associates, Inc. | 852 | $74.1K | 0.01% | +8+0.9% | Added |
| UMA Financial Services, Inc. | 881 | $76.8K | 0.01% | −361−29.1% | Reduced |
| Roxbury Financial LLC | 889 | $77.5K | 0.07% | +8+0.9% | Added |
| Bayban | 896 | $78.1K | 0.07% | +896 | New |
| IAG Wealth Partners, LLC | 926 | $80.7K | 0.01% | −48−4.9% | Reduced |
| Rossby Financial, LCC | 935 | $81.5K | 0.03% | −226−19.5% | Reduced |
| LRI Investments, LLC | 935 | $81.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 943 | $82.2K | 0.06% | −170−15.3% | Reduced |
| Kennebec Savings Bank | 958 | $83.5K | 0.07% | 00.0% | Unchanged |
| Merited Wealth, LLC | 969 | $84.5K | 0.08% | +969 | New |
| GW&K Investment Management, LLC | 972 | $85.0K | 0.00% | −43−4.2% | Reduced |
| American Capital Advisory, LLC | 976 | $85.1K | 0.04% | −2−0.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 990 | $86.3K | 0.01% | +358+56.6% | Added |
| Caldwell Sutter Capital, Inc. | 994 | $86.7K | 0.04% | +25+2.6% | Added |
| DAGCO, Inc. | 1,000 | $87.2K | 0.02% | 00.0% | Unchanged |
| Dorato Capital Management | 1,007 | $89.0K | 0.07% | +1,007 | New |
| Harbor Investment Advisory, LLC | 1,023 | $89.2K | 0.01% | −404−28.3% | Reduced |
| Tucker Asset Management LLC | 1,024 | $89.3K | 0.03% | +1,024 | New |
| Elyxium Wealth, LLC | 1,039 | $90.6K | 0.03% | +1,039 | New |
| Redwood Park Advisors LLC | 1,045 | $91.2K | 0.06% | +8+0.8% | Added |
| Root Financial Partners, LLC | 1,049 | $91.5K | 0.00% | +69+7.0% | Added |
| POM Investment Strategies, LLC | 1,060 | $92.4K | 0.05% | +1,060 | New |
| Vision Financial Markets LLC | 1,068 | $93.1K | 0.10% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,073 | $93.6K | 0.05% | +6+0.6% | Added |
| Optima Capital LLC | 1,075 | $93.7K | 0.04% | +1,075 | New |
| Richardson Financial Services Inc. | 1,096 | $95.6K | 0.06% | +191+21.1% | Added |
| Ares Financial Consulting, LLC | 1,100 | $95.9K | 0.09% | +1,100 | New |
| Stone House Investment Management, LLC | 1,107 | $96.5K | 0.01% | +4+0.4% | Added |
| Strategic Investment Solutions, Inc. | 1,110 | $96.8K | 0.02% | +645+138.7% | Added |
| Hughes Financial Services, LLC | 1,119 | $97.6K | 0.02% | −22−1.9% | Reduced |
| Valley National Advisers Inc | 1,153 | $100.0K | 0.01% | −459−28.5% | Reduced |
| Roble, Belko & Company, Inc | 1,154 | $101.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,163 | $101.4K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,187 | $103.5K | 0.02% | −34−2.8% | Reduced |
| Horizon Financial Services, LLC | 1,188 | $103.6K | 0.05% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,200 | $104.6K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,201 | $105.0K | 0.00% | +58+5.1% | Added |
| Nemes Rush Group LLC | 1,217 | $106.1K | 0.01% | +1,100+940.2% | Added |
| Quest 10 Wealth Builders, Inc. | 1,217 | $106.1K | 0.09% | −35−2.8% | Reduced |
| Avanza Fonder AB | 1,248 | $108.8K | 0.00% | +1,248 | New |
| Vermillion & White Wealth Management Group, LLC | 1,256 | $109.5K | 0.06% | +75+6.4% | Added |
| JNBA Financial Advisors | 1,262 | $110.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $110.7K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,276 | $111.3K | 0.09% | −4,270−77.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,310 | $114.2K | 0.06% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,319 | $115.0K | 0.00% | −1,147−46.5% | Reduced |
| TD Capital Management LLC | 1,337 | $116.6K | 0.01% | +5+0.4% | Added |
| Financial Management Professionals, Inc. | 1,379 | $120.2K | 0.01% | −118−7.9% | Reduced |
| Millstone Evans Group, LLC | 1,381 | $120.4K | 0.07% | +24+1.8% | Added |
| Westfuller Advisors, LLC | 1,382 | $120.5K | 0.05% | −1,018−42.4% | Reduced |
| Meramec Financial Planners, LLC | 1,350 | $121.6K | 0.05% | +1,350 | New |
| Toth Financial Advisory Corp | 1,397 | $121.8K | 0.01% | +12+0.9% | Added |
| Group One Trading, L.P. | 1,411 | $123.0K | 0.00% | +1,411 | New |
| Johnson Financial Group, Inc. | 1,443 | $125.8K | 0.00% | −14,451−90.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $126.4K | 0.06% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,450 | $126.4K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,482 | $129.3K | 0.01% | +594+66.9% | Added |
| Barrett & Company, Inc. | 1,486 | $129.6K | 0.04% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,488 | $130.1K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $130.8K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,501 | $130.9K | 0.05% | +993+195.5% | Added |
| Gen-Wealth Partners Inc | 1,510 | $131.7K | 0.04% | −82−5.2% | Reduced |
| DV Equities, LLC | 1,533 | $133.7K | 0.02% | +1,533 | New |
| Center for Financial Planning, Inc. | 1,539 | $134.2K | 0.01% | +180+13.2% | Added |
| Lloyd Advisory Services, LLC. | 1,550 | $135.1K | 0.05% | −2,181−58.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,558 | $135.9K | 0.06% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,588 | $138.5K | 0.03% | +1,588 | New |
| Capula Management Ltd | 1,601 | $139.6K | 0.00% | +1,601 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,652 | $144.1K | 0.05% | +1,402+560.8% | Added |
| MV Capital Management, Inc. | 1,654 | $144.2K | 0.01% | +1+0.1% | Added |
| Fortitude Family Office, LLC | 1,671 | $145.7K | 0.03% | −4−0.2% | Reduced |
| RMG Wealth Management LLC | 1,672 | $147.6K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,703 | $148.5K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $150.6K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,733 | $151.1K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,735 | $151.3K | 0.01% | +392+29.2% | Added |
| Community Bank, N.A. | 1,750 | $152.6K | 0.02% | +200+12.9% | Added |
| Optiver Holding B.V. | 1,770 | $154.3K | 0.00% | +1,770 | New |
| Tripletail Wealth Management, LLC | 1,800 | $157.0K | 0.20% | −79−4.2% | Reduced |
| Proathlete Wealth Management LLC | 1,807 | $157.7K | 0.04% | +24+1.3% | Added |
| Keating Financial Advisory Services, Inc. | 1,809 | $157.8K | 0.02% | +1,809 | New |
| Capital Advisors, Ltd. LLC | 1,850 | $161.0K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,865 | $162.6K | 0.03% | +258+16.1% | Added |
| Ransom Advisory, Ltd | 1,866 | $162.7K | 0.06% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,895 | $165.2K | 0.15% | +1,895 | New |