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 |
|---|---|---|---|---|---|
| Per Stirling Capital Management, LLC. | 2,553 | $222.6K | 0.02% | +13+0.5% | Added |
| Patton Fund Management, Inc. | 2,556 | $222.9K | 0.03% | +121+5.0% | Added |
| Aldebaran Financial Inc. | 2,550 | $223.3K | 0.21% | +200+8.5% | Added |
| Brighton Securities Corp. | 2,564 | $223.6K | 0.11% | −173−6.3% | Reduced |
| Foster Group, Inc. | 2,565 | $223.7K | 0.01% | −210−7.6% | Reduced |
| Longboard Asset Management, LP | 2,573 | $224.4K | 1.43% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,581 | $225.0K | 0.04% | +10.0% | Added |
| WealthShield Partners, LLC | 2,590 | $225.9K | 0.02% | +2+0.1% | Added |
| Francis Financial, Inc. | 2,598 | $226.5K | 0.04% | −99−3.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,600 | $226.7K | 0.08% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,600 | $227.0K | 0.01% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,606 | $227.0K | 0.01% | +2,606 | New |
| Rockbridge Investment Management, LCC | 2,606 | $227.3K | 0.02% | +2,606 | New |
| Floyd Financial Group LLC | 2,411 | $227.3K | 0.15% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,608 | $227.4K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,611 | $227.7K | 0.03% | +6+0.2% | Added |
| Barlow Wealth Partners, Inc. | 2,620 | $228.0K | 0.02% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 2,615 | $228.1K | 0.11% | +11+0.4% | Added |
| Frederick Financial Consultants, LLC | 2,616 | $228.1K | 0.12% | −260−9.0% | Reduced |
| Nova R Wealth, Inc. | 2,622 | $228.6K | 0.08% | +2+0.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,628 | $229.2K | 0.01% | −557−17.5% | Reduced |
| V. M. Manning & Co., Inc. | 2,633 | $229.6K | 0.23% | −147−5.3% | Reduced |
| Advance Capital Management, Inc. | 2,635 | $229.8K | 0.01% | +10+0.4% | Added |
| Tevis Investment Management | 2,425 | $229.8K | 0.14% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 2,641 | $230.3K | 0.14% | +2,641 | New |
| Meriwether Wealth & Planning, LLC | 2,642 | $230.4K | 0.13% | +15+0.6% | Added |
| Gryphon Financial Partners LLC | 2,643 | $230.5K | 0.02% | +53+2.0% | Added |
| Founders Financial Securities LLC | 2,644 | $230.6K | 0.01% | +155+6.2% | Added |
| Van Diest Capital, LLC | 2,646 | $230.8K | 0.34% | +2,646 | New |
| Zevin Asset Management LLC | 2,650 | $231.1K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 2,657 | $231.7K | 0.00% | −321−10.8% | Reduced |
| Capital Group Private Client Services, Inc. | 2,658 | $231.8K | 0.00% | −3,957−59.8% | Reduced |
| First Manhattan Co | 2,660 | $232.0K | 0.00% | +85+3.3% | Added |
| Unified Investment Management | 2,661 | $232.0K | 0.23% | +2+0.1% | Added |
| KW Wealth Management LLC | 2,664 | $232.3K | 0.35% | 00.0% | Unchanged |
| ORG Partners LLC | 2,668 | $232.6K | 0.04% | −155−5.5% | Reduced |
| Kathmere Capital Management, LLC | 2,669 | $232.7K | 0.02% | −177−6.2% | Reduced |
| Alexander Labrunerie & Co., Inc. | 2,669 | $232.7K | 0.08% | +83+3.2% | Added |
| Waterford Advisors, LLC | 2,671 | $232.9K | 0.09% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 2,671 | $232.9K | 0.03% | +360+15.6% | Added |
| PYA Waltman Capital, LLC | 2,676 | $233.3K | 0.06% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,679 | $233.6K | 0.03% | −50−1.8% | Reduced |
| PFG Private Wealth Management, LLC | 2,679 | $233.6K | 0.10% | +2,679 | New |
| Legacy Advisors, LLC | 2,685 | $234.1K | 0.03% | +2,685 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $235.1K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,698 | $235.3K | 0.08% | +7+0.3% | Added |
| Crew Capital Management, Ltd. | 2,698 | $235.3K | 0.15% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 2,698 | $235.3K | 0.06% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,700 | $235.4K | 0.02% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,708 | $236.1K | 0.15% | +242+9.8% | Added |
| Pavion Blue Capital, LLC | 2,715 | $236.7K | 0.10% | 00.0% | Unchanged |
| Sentinus, LLC | 2,717 | $236.9K | 0.02% | +2,717 | New |
| Whittier Trust Co of Nevada Inc | 2,716 | $237.7K | 0.00% | +93+3.5% | Added |
| Ironwood Investment Counsel, LLC | 2,726 | $237.8K | 0.03% | −125−4.4% | Reduced |
| CRA Financial Services, LLC | 2,733 | $238.3K | 0.03% | −150−5.2% | Reduced |
| PKS Advisory Services, LLC | 2,734 | $238.4K | 0.05% | −10−0.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,735 | $238.5K | 0.06% | −399−12.7% | Reduced |
| Strategic Financial Services, Inc, | 2,655 | $239.2K | 0.01% | −39−1.4% | Reduced |
| Liberty Capital Management, Inc. | 2,744 | $239.3K | 0.04% | −12−0.4% | Reduced |
| Alteri Wealth LLC | 2,746 | $239.5K | 0.08% | +24+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,752 | $240.0K | 0.04% | +612+28.6% | Added |
| Northwest Bancshares, Inc. | 2,756 | $240.3K | 0.05% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,764 | $241.0K | 0.10% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,764 | $241.1K | 0.08% | −79−2.8% | Reduced |
| Boyar Asset Management Inc. | 2,765 | $241.1K | 0.15% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,768 | $241.4K | 0.06% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 2,773 | $241.8K | 0.17% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 2,773 | $241.8K | 0.02% | +23+0.8% | Added |
| Capital Performance Advisors LLP | 2,774 | $241.9K | 0.02% | +2,774 | New |
| Evanson Asset Management, LLC | 2,779 | $242.3K | 0.01% | 00.0% | Unchanged |
| Providence First Trust Co | 2,780 | $242.4K | 0.08% | −16,166−85.3% | Reduced |
| Gerber, LLC | 2,783 | $242.6K | 0.14% | +6+0.2% | Added |
| Royal Fund Management, LLC | 2,793 | $243.6K | 0.02% | +2,793 | New |
| Great Diamond Partners, LLC | 2,795 | $243.7K | 0.05% | −67−2.3% | Reduced |
| McMillan Office, Inc. | 2,800 | $244.2K | 0.03% | +2,800 | New |
| Ipsen Advisor Group LLC | 2,802 | $244.3K | 0.17% | −94−3.2% | Reduced |
| Worth Asset Management, LLC | 2,809 | $244.9K | 0.10% | −109−3.7% | Reduced |
| Octavia Wealth Advisors, LLC | 2,826 | $245.2K | 0.02% | −249−8.1% | Reduced |
| Ardent Capital Management, Inc. | 2,815 | $245.5K | 0.10% | −27−1.0% | Reduced |
| Strathmore Capital Advisors, Inc. | 2,817 | $245.6K | 0.08% | −56−1.9% | Reduced |
| Corsicana & Co. | 2,820 | $245.9K | 0.14% | 00.0% | Unchanged |
| Haven Capital Group, Inc. | 2,825 | $246.0K | 0.23% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 2,840 | $247.7K | 0.14% | +2,840 | New |
| Berkshire Bank | 2,843 | $247.9K | 0.05% | −91−3.1% | Reduced |
| Enclave Advisors LLC | 2,846 | $248.2K | 0.04% | −949−25.0% | Reduced |
| Parkside Financial Bank & Trust | 2,852 | $248.7K | 0.02% | −285−9.1% | Reduced |
| New Hampshire Trust | 2,857 | $249.1K | 0.05% | −1,162−28.9% | Reduced |
| Glass Wealth Management Co LLC | 2,860 | $249.4K | 0.10% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 2,862 | $249.6K | 0.13% | +14+0.5% | Added |
| Simon Quick Advisors, LLC | 2,867 | $250.0K | 0.01% | +331+13.1% | Added |
| 44 Wealth Management LLC | 2,874 | $250.6K | 0.08% | +21+0.7% | Added |
| Shufro Rose & Co LLC | 2,879 | $251.0K | 0.02% | −748−20.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 2,879 | $251.1K | 0.04% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 2,880 | $251.1K | 0.18% | +3+0.1% | Added |
| Councilmark Asset Management, LLC | 2,883 | $251.4K | 0.14% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2,888 | $251.8K | 0.14% | +2,888 | New |
| Ledgewood Wealth Advisors, LLC | 2,892 | $252.1K | 0.15% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 2,895 | $252.4K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,895 | $252.4K | 0.02% | +16+0.6% | Added |
| Jacobsen Capital Management | 2,897 | $252.6K | 0.08% | −55−1.9% | Reduced |