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 |
|---|---|---|---|---|---|
| Hager Investment Management Services, LLC | 1,897 | $165.4K | 0.09% | −192−9.2% | Reduced |
| Osterweis Capital Management Inc | 1,981 | $172.7K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,996 | $174.1K | 0.03% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,000 | $174.4K | 0.15% | −1,000−33.3% | Reduced |
| South Plains Financial, Inc. | 2,005 | $174.8K | 0.10% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 2,006 | $174.9K | 0.11% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,030 | $177.0K | 0.05% | −24−1.2% | Reduced |
| Bogart Wealth, LLC | 2,066 | $180.2K | 0.01% | +127+6.5% | Added |
| Tiemann Investment Advisors, LLC | 2,080 | $181.4K | 0.07% | −500−19.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $187.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,164 | $188.7K | 0.06% | +17+0.8% | Added |
| VSM Wealth Advisory, LLC | 2,181 | $190.2K | 0.06% | −312−12.5% | Reduced |
| Camelot Portfolios, LLC | 2,200 | $191.8K | 0.12% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 2,206 | $192.0K | 0.10% | +36+1.7% | Added |
| Islay Capital Management, LLC | 2,203 | $192.1K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co | 2,211 | $193.5K | 0.00% | +1,020+85.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,280 | $198.8K | 0.07% | +217+10.5% | Added |
| TrustBank | 2,294 | $200.0K | 0.08% | +2,294 | New |
| Copia Wealth Management | 2,295 | $200.1K | 0.14% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 2,298 | $200.4K | 0.11% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 2,300 | $200.6K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 2,300 | $200.6K | 0.07% | +40+1.8% | Added |
| Legacy Bridge, LLC | 2,300 | $200.6K | 0.08% | +205+9.8% | Added |
| Tudor Financial Inc. | 2,300 | $200.6K | 0.10% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,305 | $201.0K | 0.02% | −234−9.2% | Reduced |
| Parthenon LLC | 2,307 | $201.2K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,309 | $201.3K | 0.00% | −8,018−77.6% | Reduced |
| DGS Capital Management, LLC | 2,309 | $201.3K | 0.03% | +2,309 | New |
| Bernicke Wealth Management, Ltd. | 2,311 | $201.5K | 0.03% | +2,311 | New |
| R.H. Investment Group, LLC | 2,317 | $202.0K | 0.17% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 2,325 | $202.7K | 0.07% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 2,325 | $202.7K | 0.09% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 2,327 | $203.0K | 0.10% | +19+0.8% | Added |
| Heartland Bank & Trust Co | 2,340 | $204.0K | 0.09% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,344 | $204.4K | 0.05% | +95+4.2% | Added |
| Guardian Wealth Management, LLC | 2,346 | $204.6K | 0.06% | +2,346 | New |
| Wealth Architects, LLC | 2,348 | $204.7K | 0.02% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 2,356 | $205.4K | 0.28% | +185+8.5% | Added |
| William B. Walkup & Associates, Inc. | 2,358 | $205.6K | 0.11% | 00.0% | Unchanged |
| Vines Capital Management, LLC | 2,359 | $205.7K | 0.20% | +2,359 | New |
| Oak Family Advisors, LLC | 2,363 | $206.1K | 0.06% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,363 | $206.1K | 0.13% | +70+3.1% | Added |
| Traveka Wealth, LLC | 2,365 | $206.3K | 0.08% | −209−8.1% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,366 | $206.3K | 0.06% | +166+7.5% | Added |
| Bank of Stockton | 2,370 | $206.7K | 0.06% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,374 | $207.0K | 0.05% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,377 | $207.3K | 0.13% | +19+0.8% | Added |
| CVA Family Office, LLC | 2,385 | $208.0K | 0.02% | +112+4.9% | Added |
| Partners in Financial Planning | 2,386 | $208.1K | 0.04% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,389 | $208.3K | 0.09% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,391 | $208.5K | 0.03% | 00.0% | Unchanged |
| waypoint wealth counsel | 2,392 | $208.6K | 0.08% | −50−2.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,400 | $209.3K | 0.06% | +262+12.3% | Added |
| Manchester Capital Management LLC | 2,401 | $209.4K | 0.03% | +272+12.8% | Added |
| Forbes Financial Planning, Inc. | 2,404 | $209.6K | 0.12% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 2,405 | $209.7K | 0.04% | −8−0.3% | Reduced |
| Pursuit Wealth Strategies, LLC | 2,408 | $210.0K | 0.29% | +2,408 | New |
| Saxony Capital Management, LLC | 2,409 | $210.0K | 0.13% | −128−5.0% | Reduced |
| Tennessee Valley Asset Management Partners | 2,409 | $210.1K | 0.03% | −1,684−41.1% | Reduced |
| Searcy Financial Services Inc | 2,415 | $210.6K | 0.08% | −379−13.6% | Reduced |
| Live Oak Investment Partners | 2,422 | $211.2K | 0.13% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 2,425 | $211.4K | 0.15% | +10.0% | Added |
| Williams Jones Wealth Management, LLC. | 2,425 | $211.5K | 0.00% | −353−12.7% | Reduced |
| Curran Financial Partners, LLC | 2,429 | $211.8K | 0.04% | +269+12.5% | Added |
| Opinicus Capital, Inc. | 2,431 | $212.0K | 0.15% | +21+0.9% | Added |
| DT Investment Partners, LLC | 2,437 | $212.5K | 0.02% | +236+10.7% | Added |
| Heritage Investment Group, Inc. | 2,444 | $213.1K | 0.03% | +2,444 | New |
| Accredited Investors Inc. | 2,446 | $213.3K | 0.01% | +120+5.2% | Added |
| Fiduciary Planning LLC | 2,453 | $213.9K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 2,458 | $214.3K | 0.11% | 00.0% | Unchanged |
| Innova Wealth Partners | 2,458 | $214.3K | 0.11% | +76+3.2% | Added |
| Alpine Bank Wealth Management | 2,460 | $214.5K | 0.03% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2,473 | $215.0K | 0.06% | −53−2.1% | Reduced |
| FDx Advisors, Inc. | 2,463 | $215.0K | 0.11% | +153+6.6% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,471 | $215.5K | 0.34% | +2,471 | New |
| Indiana Trust & Investment Management CO | 2,475 | $215.8K | 0.06% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,475 | $215.8K | 0.05% | +26+1.1% | Added |
| Advisortrust Partners, LLC | 2,476 | $215.9K | 0.09% | +2,476 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 2,479 | $216.2K | 0.07% | −26−1.0% | Reduced |
| Monetary Solutions, Ltd | 2,483 | $216.5K | 0.21% | +2,483 | New |
| Forbes J M & Co LLP | 2,488 | $217.0K | 0.02% | 00.0% | Unchanged |
| William John Sempolinski | 2,488 | $217.0K | 0.11% | +2,488 | New |
| Founders Grove Wealth Partners, LLC | 2,490 | $217.1K | 0.05% | +2,490 | New |
| Cornerstone Planning Group LLC | 2,462 | $217.4K | 0.03% | +2,423+6,212.8% | Added |
| Fayez Sarofim & Co | 2,500 | $218.0K | 0.00% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $218.0K | 0.12% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $218.0K | 0.16% | 00.0% | Unchanged |
| Santori & Peters | 2,507 | $218.6K | 0.07% | +14+0.6% | Added |
| Continuum Advisory, LLC | 2,519 | $219.7K | 0.02% | −533−17.5% | Reduced |
| Accel Wealth Management | 2,520 | $219.8K | 0.06% | +151+6.4% | Added |
| Triton Wealth Management, PLLC | 2,449 | $219.9K | 0.08% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 2,527 | $220.4K | 0.09% | +2,527 | New |
| Whalen Wealth Management Inc. | 2,528 | $220.4K | 0.12% | +22+0.9% | Added |
| Everhart Financial Group, Inc. | 2,532 | $220.8K | 0.02% | −808−24.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,536 | $221.1K | 0.00% | +10.0% | Added |
| Leonteq Securities AG | 2,538 | $221.3K | 0.01% | +891+54.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,540 | $221.5K | 0.07% | −40−1.6% | Reduced |
| Abacus Planning Group, Inc. | 2,543 | $221.8K | 0.03% | +165+6.9% | Added |
| Lewis Asset Management, LLC | 2,545 | $221.9K | 0.09% | +3+0.1% | Added |
| LMCG Investments, LLC | 2,550 | $222.4K | 0.01% | 00.0% | Unchanged |