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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 2,900 | $252.9K | 0.04% | +460+18.9% | Added |
| WealthTrust Asset Management, LLC | 2,902 | $253.1K | 0.18% | +4+0.1% | Added |
| First Citizens Financial Corp | 2,905 | $253.3K | 0.13% | −650−18.3% | Reduced |
| Argus Investors' Counsel, Inc. | 2,905 | $253.3K | 0.20% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,907 | $253.5K | 0.03% | +2,907 | New |
| Dover Advisors, LLC | 2,911 | $253.8K | 0.10% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 2,913 | $254.0K | 0.04% | −92−3.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,915 | $254.2K | 0.11% | +2,542+681.5% | Added |
| Davis Investment Partners, LLC | 2,921 | $254.6K | 0.09% | +2+0.1% | Added |
| Walsh & Associates, LLC | 2,920 | $254.6K | 0.25% | +2,920 | New |
| Nordwand Advisors, LLC | 2,921 | $254.7K | 0.04% | −100−3.3% | Reduced |
| Harvey Investment Co LLC | 2,926 | $255.0K | 0.03% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 2,925 | $255.1K | 0.22% | +3+0.1% | Added |
| Elite Financial, Inc. | 2,937 | $256.0K | 0.12% | +6+0.2% | Added |
| HC Advisors, LLC | 2,938 | $256.2K | 0.18% | −1,050−26.3% | Reduced |
| Lazari Capital Management, Inc. | 2,938 | $256.2K | 0.09% | −30−1.0% | Reduced |
| Philip James Wealth Mangement, LLC | 2,942 | $256.6K | 0.03% | −149−4.8% | Reduced |
| North Star Asset Management Inc | 2,957 | $257.9K | 0.01% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 2,969 | $258.0K | 0.09% | −17−0.6% | Reduced |
| Baron Wealth Management LLC | 2,965 | $258.6K | 0.08% | −1,018−25.6% | Reduced |
| Strategic Advisors LLC | 2,971 | $259.1K | 0.04% | +147+5.2% | Added |
| First American Trust, FSB | 2,972 | $259.2K | 0.02% | −1,734−36.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,728 | $259.6K | 0.06% | −3,143−53.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,978 | $259.6K | 0.04% | −327−9.9% | Reduced |
| Barnett & Company, Inc. | 2,983 | $260.1K | 0.21% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,983 | $260.2K | 0.04% | +2+0.1% | Added |
| KRS Capital Management, LLC | 2,985 | $260.4K | 0.15% | +10.0% | Added |
| First National Bank & Trust Co of Newtown | 2,991 | $260.8K | 0.05% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,000 | $261.6K | 0.01% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $261.6K | 0.16% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 3,000 | $261.6K | 0.05% | +3,000 | New |
| 55 North Private Wealth, LLC | 3,000 | $261.6K | 0.07% | +3,000 | New |
| KKM Financial LLC | 3,001 | $261.7K | 0.05% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,002 | $261.8K | 0.11% | 00.0% | Unchanged |
| Ridgeline Wealth, LLC | 3,002 | $261.8K | 0.18% | +100+3.4% | Added |
| Cultivar Capital, Inc. | 3,005 | $262.0K | 0.17% | −40−1.3% | Reduced |
| FSA Advisors, Inc. | 3,022 | $263.5K | 0.18% | +3,022 | New |
| Rossmore Private Capital | 3,024 | $263.7K | 0.02% | 00.0% | Unchanged |
| STAR Financial Bank | 3,040 | $265.1K | 0.14% | −260−7.9% | Reduced |
| Gateway Investment Advisers LLC | 3,040 | $265.1K | 0.00% | +272+9.8% | Added |
| Vermillion Wealth Management, Inc. | 3,041 | $265.2K | 0.11% | +2+0.1% | Added |
| Brown Financial Advisory | 3,043 | $265.4K | 0.13% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,050 | $266.0K | 0.02% | +3,050 | New |
| Leigh Baldwin & Co., LLC | 3,045 | $266.0K | 0.17% | −161−5.0% | Reduced |
| Kaydan Wealth Management, Inc. | 3,051 | $266.0K | 0.08% | +10.0% | Added |
| Verus Capital Partners, LLC | 3,057 | $266.6K | 0.02% | +926+43.5% | Added |
| Tulsa Wealth Advisors, INC | 3,072 | $267.9K | 0.09% | +3,072 | New |
| Duncan Williams Asset Management, LLC | 2,969 | $268.1K | 0.07% | +12+0.4% | Added |
| KLCM Advisors, Inc. | 3,074 | $268.1K | 0.02% | −354−10.3% | Reduced |
| Capital Planning Advisors, LLC | 3,076 | $268.2K | 0.04% | +103+3.5% | Added |
| Sound Portfolio Advisors, LLC | 3,079 | $268.5K | 0.23% | +3,079 | New |
| Zullo Investment Group, Inc. | 3,085 | $269.0K | 0.10% | −39−1.2% | Reduced |
| Financial Planning Hawaii, Inc. | 3,090 | $269.4K | 0.16% | +3,090 | New |
| Cambria Investment Management, L.P. | 3,092 | $269.6K | 0.02% | +3,092 | New |
| Value Investment Professionals, LLC | 3,094 | $269.8K | 0.28% | +3,094 | New |
| Gilman Hill Asset Management, LLC | 3,095 | $269.9K | 0.04% | +111+3.7% | Added |
| Buffalo Business & Estate Services Ltd | 3,096 | $269.9K | 0.04% | +3,096 | New |
| Brendel Financial Advisors LLC | 3,100 | $270.3K | 0.13% | 00.0% | Unchanged |
| Colonial Trust Co | 3,100 | $270.3K | 0.04% | +22+0.7% | Added |
| SageGuard Financial Group, LLC | 3,104 | $270.7K | 0.04% | +3,104 | New |
| Sapient Capital LLC | 3,092 | $270.8K | 0.00% | +22+0.7% | Added |
| Segment Wealth Management, LLC | 3,110 | $271.2K | 0.02% | +3,110 | New |
| Signature Estate & Investment Advisors LLC | 3,111 | $271.3K | 0.01% | −291−8.6% | Reduced |
| MCF Advisors LLC | 3,112 | $271.4K | 0.01% | +656+26.7% | Added |
| Howard Bailey Securities, LLC | 3,115 | $271.6K | 0.11% | +3,115 | New |
| Financial Partners Group, Inc | 3,047 | $272.1K | 0.03% | −64−2.1% | Reduced |
| BCS Private Wealth Management, Inc. | 3,130 | $272.9K | 0.09% | +100+3.3% | Added |
| Insight Advisors, LLC | 3,137 | $273.5K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 3,138 | $273.6K | 0.03% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 3,139 | $273.7K | 0.08% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 3,145 | $274.2K | 0.16% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,151 | $274.8K | 0.01% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,156 | $275.2K | 0.13% | −12−0.4% | Reduced |
| Onefund, LLC | 3,158 | $275.4K | 0.16% | +176+5.9% | Added |
| Aspen Grove Capital, LLC | 3,160 | $275.6K | 0.05% | −118−3.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,162 | $275.7K | 0.20% | +126+4.2% | Added |
| LaSalle St. Investment Advisors, LLC | 3,184 | $277.0K | 0.04% | +638+25.1% | Added |
| Sittner & Nelson, LLC | 3,086 | $278.0K | 0.10% | −175−5.4% | Reduced |
| Warwick Investment Management, Inc. | 3,188 | $278.0K | 0.04% | −289−8.3% | Reduced |
| Zhang Financial LLC | 3,193 | $278.4K | 0.01% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,194 | $278.5K | 0.10% | +690+27.6% | Added |
| Wedgewood Investors Inc | 3,200 | $279.0K | 0.32% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 3,200 | $279.0K | 0.03% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 3,201 | $279.1K | 0.11% | +3+0.1% | Added |
| Platform Technology Partners | 3,207 | $279.6K | 0.06% | −280−8.0% | Reduced |
| LOM Asset Management Ltd | 3,215 | $280.3K | 0.08% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,221 | $280.9K | 0.06% | +36+1.1% | Added |
| Intellus Advisors LLC | 3,225 | $281.2K | 0.04% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 3,235 | $282.1K | 0.13% | −155−4.6% | Reduced |
| Salomon & Ludwin, LLC | 3,257 | $282.9K | 0.03% | +668+25.8% | Added |
| Neville Rodie & Shaw Inc | 3,245 | $283.0K | 0.02% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 3,250 | $283.4K | 0.25% | +3,250 | New |
| Genesis Private Wealth, LLC | 3,257 | $284.0K | 0.09% | +39+1.2% | Added |
| Expressive Wealth LLC | 3,258 | $284.1K | 0.31% | +3,258 | New |
| Ironsides Asset Advisors, LLC | 3,262 | $284.4K | 0.07% | +10.0% | Added |
| SkyOak Wealth, LLC | 3,265 | $284.7K | 0.05% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,270 | $285.2K | 0.07% | +11+0.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $285.5K | 0.21% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 3,281 | $286.1K | 0.09% | +3+0.1% | Added |
| MBE Wealth Management, LLC | 3,282 | $286.2K | 0.12% | +2+0.1% | Added |