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 5 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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 3,283 | $286.3K | 0.07% | +221+7.2% | Added |
| Summit Wealth Partners, LLC | 3,290 | $286.9K | 0.05% | 00.0% | Unchanged |
| Richard Young Associates, Ltd. | 3,292 | $287.1K | 0.22% | +3,292 | New |
| FSA Investment Group, LLC | 3,293 | $287.1K | 0.18% | +47+1.4% | Added |
| CDKV Holdings LLC | 3,294 | $287.2K | 0.25% | +3,294 | New |
| Westside Investment Management, Inc. | 3,295 | $287.3K | 0.05% | +9+0.3% | Added |
| Moody National Bank Trust Division | 3,298 | $287.6K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 3,303 | $288.1K | 0.01% | +191+6.1% | Added |
| Alpha Omega Wealth Management LLC | 3,307 | $288.4K | 0.05% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,307 | $288.4K | 0.01% | −84,166−96.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,317 | $289.2K | 0.12% | −550−14.2% | Reduced |
| Joel Isaacson & Co., LLC | 3,318 | $289.3K | 0.01% | +261+8.5% | Added |
| Capital City Trust Co | 3,321 | $289.6K | 0.06% | −46−1.4% | Reduced |
| Madrona Financial Services, LLC | 3,330 | $290.4K | 0.06% | −59−1.7% | Reduced |
| Mallini Complete Financial Planning LLC | – | $290.5K | 0.23% | – | – |
| MidWestOne Financial Group, Inc. | 3,332 | $290.6K | 0.03% | −200−5.7% | Reduced |
| Founders Financial Alliance, LLC | 3,333 | $290.6K | 0.05% | +886+36.2% | Added |
| May Hill Capital, LLC | 3,333 | $290.7K | 0.08% | +37+1.1% | Added |
| Clear Street Markets LLC | 3,334 | $290.7K | 0.05% | +1,438+75.8% | Added |
| DF Dent & Co Inc | 3,341 | $291.3K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,345 | $291.7K | 0.00% | −124−3.6% | Reduced |
| Sentry Investment Management LLC | 3,345 | $292.0K | 0.19% | +501+17.6% | Added |
| Fortitude Advisory Group L.L.C. | 3,350 | $292.1K | 0.12% | +22+0.7% | Added |
| Stonebridge Capital Advisors LLC | 3,353 | $292.3K | 0.02% | 00.0% | Unchanged |
| Code Waechter LLC | 3,354 | $292.5K | 0.19% | −532−13.7% | Reduced |
| Appleton Partners Inc | 3,375 | $294.0K | 0.02% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 3,373 | $294.1K | 0.02% | −55−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,374 | $294.2K | 0.00% | −74−2.1% | Reduced |
| DLK Investment Management, LLC | 3,375 | $294.3K | 0.11% | 00.0% | Unchanged |
| Financial Harvest, LLC | 3,378 | $294.6K | 0.18% | −3−0.1% | Reduced |
| Beck Mack & Oliver LLC | 3,400 | $296.5K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,408 | $297.2K | 0.00% | −2,105−38.2% | Reduced |
| Cedar Mountain Advisors, LLC | 3,438 | $299.8K | 0.06% | +13+0.4% | Added |
| Morris Financial Concepts, Inc. | 3,443 | $300.2K | 0.11% | −53−1.5% | Reduced |
| WealthBridge Capital Management, LLC | 3,443 | $300.2K | 0.07% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,448 | $300.7K | 0.02% | −1,161−25.2% | Reduced |
| Cannon Wealth Management Services, LLC | 3,448 | $300.7K | 0.21% | −18−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,454 | $301.2K | 0.00% | −68,069−95.2% | Reduced |
| Cromwell Holdings LLC | 3,459 | $301.6K | 0.16% | −127−3.5% | Reduced |
| Power Wealth Management LLC | 3,477 | $303.2K | 0.11% | +18+0.5% | Added |
| Belleair Asset Management, LLC | 3,480 | $303.5K | 0.29% | +3,480 | New |
| Wayfinding Financial, LLC | 3,494 | $304.0K | 0.13% | −10.0% | Reduced |
| Integris Wealth Management, LLC | 3,488 | $304.2K | 0.07% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $305.2K | 0.03% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 3,501 | $305.3K | 0.04% | +500+16.7% | Added |
| First Financial Bankshares Inc | 3,509 | $306.0K | 0.01% | +422+13.7% | Added |
| Madden Securities Corp | 3,525 | $307.4K | 0.09% | −50−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,531 | $307.9K | 0.01% | +1,036+41.5% | Added |
| Satovsky Asset Management LLC | 3,533 | $308.1K | 0.06% | +30+0.9% | Added |
| World Equity Group, Inc. | 3,534 | $308.2K | 0.09% | −4,670−56.9% | Reduced |
| YHB Investment Advisors, Inc. | 3,535 | $308.3K | 0.02% | −4,439−55.7% | Reduced |
| PFC Capital Group, Inc. | 3,550 | $309.0K | 0.13% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,544 | $309.0K | 0.06% | −4−0.1% | Reduced |
| Maridea Wealth Management LLC | 3,547 | $309.3K | 0.05% | −1,982−35.8% | Reduced |
| Sunbelt Securities, Inc. | 3,551 | $309.6K | 0.02% | −12−0.3% | Reduced |
| Transcend Wealth Collective, LLC | 3,566 | $310.9K | 0.02% | −1,667−31.9% | Reduced |
| Good Steward Wealth Advisors,LLC | 3,575 | $311.7K | 0.21% | −601−14.4% | Reduced |
| Clarius Group, LLC | 3,576 | $311.8K | 0.02% | +2+0.1% | Added |
| IFC Advisors LLC | 3,585 | $312.6K | 0.05% | −10−0.3% | Reduced |
| Private Wealth Asset Management, LLC | 3,611 | $314.9K | 0.03% | −184−4.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 3,617 | $315.4K | 0.12% | −1,093−23.2% | Reduced |
| Arlington Trust Co LLC | 3,625 | $316.1K | 0.03% | −2,015−35.7% | Reduced |
| Keb Asset Management, LLC | 3,633 | $316.8K | 0.06% | +30+0.8% | Added |
| Grandview Asset Management LLC | 3,636 | $317.1K | 0.09% | +603+19.9% | Added |
| Meadow Creek Wealth Advisors LLC | 3,641 | $317.5K | 0.20% | 00.0% | Unchanged |
| King Wealth | 3,643 | $318.0K | 0.04% | −140−3.7% | Reduced |
| Stronghold Wealth Management L.L.C. | 3,650 | $318.3K | 0.47% | +3,650 | New |
| Holos Integrated Wealth LLC | 3,653 | $318.5K | 0.18% | +562+18.2% | Added |
| Magnolia Wealth Management, LLC | 3,656 | $318.8K | 0.19% | +164+4.7% | Added |
| Connecticut Capital Management Group, LLC | 3,658 | $319.0K | 0.31% | +3,658 | New |
| Retirement Income Solutions, Inc | 3,673 | $320.3K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,679 | $320.8K | 0.08% | +4+0.1% | Added |
| Peak Retirement Planning, Inc. | 3,682 | $321.0K | 0.08% | −110−2.9% | Reduced |
| White Pine Capital LLC | 3,697 | $322.4K | 0.09% | +233+6.7% | Added |
| Douglass Winthrop Advisors, LLC | 3,700 | $322.6K | 0.01% | −26−0.7% | Reduced |
| Vantus Wealth LLC | 3,701 | $322.7K | 0.24% | +3,701 | New |
| Latitude Advisors, LLC | 3,706 | $323.2K | 0.14% | +52+1.4% | Added |
| Thompson Investment Management, Inc. | 3,710 | $323.5K | 0.04% | −36−1.0% | Reduced |
| Ellis Investment Partners, LLC | 3,714 | $323.9K | 0.06% | +20+0.5% | Added |
| Hodges Capital Management Inc. | 3,725 | $324.8K | 0.03% | −525−12.4% | Reduced |
| Bourne Lent Asset Management Inc | 3,731 | $325.3K | 0.11% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 3,739 | $326.0K | 0.15% | +3,739 | New |
| Second Half Financial Partners, LLC | 3,749 | $326.9K | 0.15% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 3,750 | $327.0K | 0.10% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,770 | $328.7K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,775 | $329.1K | 0.05% | −9,041−70.5% | Reduced |
| Byrne Asset Management LLC | 3,775 | $329.2K | 0.18% | – | – |
| Catalyst Financial Partners LLC | 3,780 | $329.6K | 0.04% | −69−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,780 | $329.6K | 0.03% | +3,780 | New |
| Strategic Wealth Partners, Ltd. | 3,785 | $330.0K | 0.02% | +2,249+146.4% | Added |
| Fagan Associates, Inc. | 3,785 | $330.1K | 0.04% | −226−5.6% | Reduced |
| XTX Topco Ltd | 3,789 | $330.4K | 0.01% | −61,425−94.2% | Reduced |
| Cornerstone Management, Inc. | 3,800 | $331.4K | 0.05% | +10.0% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $331.5K | 0.08% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 3,811 | $332.0K | 0.00% | +540+16.5% | Added |
| AA Financial Advisors, LLC | 3,817 | $332.8K | 0.06% | +64+1.7% | Added |
| Versant Capital Management, Inc | 3,818 | $332.9K | 0.04% | −1,111−22.5% | Reduced |
| United Community Bank | 3,819 | $333.0K | 0.13% | −220−5.4% | Reduced |
| Tributary Capital Management, LLC | 3,825 | $333.5K | 0.03% | −1,200−23.9% | Reduced |
| Institute for Wealth Management, LLC. | 3,845 | $335.2K | 0.04% | −9−0.2% | Reduced |