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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 3,859 | $336.5K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,872 | $337.6K | 0.02% | −295−7.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,879 | $338.2K | 0.16% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,884 | $338.7K | 0.03% | −300−7.2% | Reduced |
| MJP Associates Inc | 3,892 | $339.4K | 0.04% | −210−5.1% | Reduced |
| Pinnacle Bancorp, Inc. | 3,898 | $339.9K | 0.10% | −60−1.5% | Reduced |
| Trust Co | 3,902 | $340.3K | 0.03% | +2,724+231.2% | Added |
| NorthStar Asset Management LLC | 3,904 | $340.4K | 0.15% | +289+8.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 3,921 | $341.9K | 0.10% | +3+0.1% | Added |
| Turning Point Benefit Group, Inc. | 3,924 | $342.2K | 0.18% | +652+19.9% | Added |
| Live Oak Private Wealth LLC | 3,929 | $342.6K | 0.05% | 00.0% | Unchanged |
| Plancorp, LLC | 3,929 | $342.6K | 0.01% | −426−9.8% | Reduced |
| Insigneo Advisory Services, LLC | 3,930 | $342.7K | 0.02% | +270+7.4% | Added |
| Trust Co of the South | 3,932 | $342.9K | 0.06% | −1,025−20.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,933 | $343.0K | 0.02% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 3,937 | $343.3K | 0.02% | −23−0.6% | Reduced |
| LCM Capital Management Inc | 3,955 | $344.9K | 0.17% | +78+2.0% | Added |
| GF Fund Management Co. Ltd. | 3,960 | $345.3K | 0.01% | +3,960 | New |
| Alchemi Wealth, LLC | 3,993 | $348.3K | 0.19% | +3,993 | New |
| ESL Trust Services, LLC | 4,000 | $348.8K | 0.07% | −243−5.7% | Reduced |
| Elmwood Wealth Management, Inc. | 4,000 | $348.8K | 0.11% | −180−4.3% | Reduced |
| Cabot Wealth Management Inc | 4,005 | $349.2K | 0.04% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,012 | $349.9K | 0.01% | −220−5.2% | Reduced |
| Campion Asset Management LLC | 4,015 | $350.1K | 0.24% | −299−6.9% | Reduced |
| Bluedoor Private Wealth, LLC | 4,017 | $350.3K | 0.16% | +4,017 | New |
| Monument Capital Management | 4,019 | $350.4K | 0.09% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 4,057 | $353.8K | 0.02% | +825+25.5% | Added |
| Hanson & Doremus Investment Management | 4,061 | $354.0K | 0.04% | −9−0.2% | Reduced |
| Willis Johnson & Associates, Inc. | 4,062 | $354.2K | 0.02% | −128−3.1% | Reduced |
| D'Orazio & Associates, Inc. | 4,070 | $354.9K | 0.05% | +122+3.1% | Added |
| American State Bank (Iowa) | 4,081 | $355.9K | 0.17% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 4,083 | $356.1K | 0.05% | +10+0.2% | Added |
| OMNI 360 Wealth, Inc. | 4,028 | $356.1K | 0.18% | +400+11.0% | Added |
| KG&L Capital Management,LLC | 4,131 | $356.3K | 0.09% | −280−6.3% | Reduced |
| American Financial Advisors, LLC | 4,086 | $356.3K | 0.05% | +23+0.6% | Added |
| Brandywine Oak Private Wealth LLC | 4,088 | $356.5K | 0.03% | −74−1.8% | Reduced |
| JB Capital LLC | 4,111 | $358.5K | 0.01% | −167−3.9% | Reduced |
| Wealthspan Partners, LLC | 4,117 | $359.0K | 0.13% | +3+0.1% | Added |
| Banyan Capital Management, Inc. | 4,125 | $359.7K | 0.16% | −200−4.6% | Reduced |
| Uniting Wealth Partners, LLC | 4,133 | $360.4K | 0.11% | +4+0.1% | Added |
| Keynote Financial Services LLC | 4,138 | $360.8K | 0.20% | −100−2.4% | Reduced |
| Univest Financial Corp | 4,162 | $362.9K | 0.02% | −189−4.3% | Reduced |
| Level Wealth Management LLC | 4,175 | $364.1K | 0.19% | +10.0% | Added |
| 4WEALTH Advisors, Inc. | 4,197 | $366.0K | 0.32% | −51−1.2% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $366.2K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,204 | $366.6K | 0.02% | −334−7.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,206 | $366.8K | 0.12% | +74+1.8% | Added |
| Gentry Private Wealth, LLC | 4,218 | $367.8K | 0.23% | −773−15.5% | Reduced |
| Southland Equity Partners LLC | 4,227 | $368.6K | 0.07% | +43+1.0% | Added |
| Meridian Financial, LLC | 4,227 | $368.6K | 0.20% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 4,279 | $369.1K | 0.16% | −11−0.3% | Reduced |
| David Loasby | 4,262 | $369.7K | 0.02% | −1,032−19.5% | Reduced |
| Severin Investments, LLC | 4,242 | $369.9K | 0.33% | −3,881−47.8% | Reduced |
| Iams Wealth Management, LLC | 4,251 | $370.7K | 0.13% | +1,194+39.1% | Added |
| Independence Bank of Kentucky | 4,257 | $371.2K | 0.05% | +27+0.6% | Added |
| 71 West Capital Partners | 4,260 | $371.5K | 0.02% | +4,260 | New |
| Patriot Investment Management Inc. | 4,262 | $371.7K | 0.02% | +912+27.2% | Added |
| Drake & Associates, LLC | 4,274 | $372.7K | 0.07% | −673−13.6% | Reduced |
| Asset Dedication, LLC | 4,274 | $372.7K | 0.02% | +95+2.3% | Added |
| denkapparat Operations GmbH | 4,288 | $373.9K | 0.20% | +4,288 | New |
| Chapin Davis, Inc. | 4,291 | $374.2K | 0.09% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 4,311 | $375.9K | 0.21% | +884+25.8% | Added |
| Ferguson Shapiro LLC | 4,313 | $376.1K | 0.12% | +4+0.1% | Added |
| Longview Financial Advisors, Inc. | 4,318 | $376.5K | 0.26% | +5+0.1% | Added |
| GeoWealth Management, LLC | 4,330 | $377.6K | 0.01% | −359−7.7% | Reduced |
| B&L Asset Management LLC | 4,330 | $377.6K | 0.17% | +4,330 | New |
| Capital Asset Advisory Services LLC | 4,316 | $377.7K | 0.02% | +52+1.2% | Added |
| Cypress Capital Group | 4,344 | $378.8K | 0.04% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 4,350 | $379.3K | 0.05% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,363 | $380.5K | 0.19% | −8−0.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,368 | $380.9K | 0.13% | +5+0.1% | Added |
| Auxano Advisors, LLC | 4,371 | $381.2K | 0.08% | −286−6.1% | Reduced |
| Hall Capital Management Co Inc | 4,378 | $381.8K | 0.15% | −8−0.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,387 | $382.5K | 0.04% | +182+4.3% | Added |
| Sax Wealth Advisors, LLC | 4,402 | $383.8K | 0.02% | +4,402 | New |
| Premier Path Wealth Partners, LLC | 4,403 | $384.0K | 0.05% | +254+6.1% | Added |
| Quent Capital, LLC | 4,404 | $384.0K | 0.03% | −17−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 4,415 | $385.0K | 0.02% | −6−0.1% | Reduced |
| Crews Bank & Trust | 4,425 | $385.9K | 0.06% | 00.0% | Unchanged |
| Spinnaker Trust | 4,428 | $386.1K | 0.02% | +500+12.7% | Added |
| First Business Financial Services, Inc. | 4,434 | $386.6K | 0.04% | −2,791−38.6% | Reduced |
| Crestwood Advisors Group LLC | 4,440 | $387.1K | 0.01% | −251−5.4% | Reduced |
| KMG Fiduciary Partners, LLC | 4,445 | $387.6K | 0.03% | +16+0.4% | Added |
| Willis Investment Counsel | 4,447 | $387.8K | 0.02% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,369 | $387.9K | 0.03% | +156+3.7% | Added |
| Firestone Capital Management | 4,451 | $388.1K | 0.08% | −113−2.5% | Reduced |
| Fonville Wealth Management LLC | 4,454 | $388.4K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,456 | $388.6K | 0.11% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 4,458 | $388.7K | 0.04% | −524−10.5% | Reduced |
| Investment House LLC | 4,458 | $388.8K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,468 | $389.6K | 0.01% | +4,468 | New |
| Fortis Advisors, LLC | 4,475 | $390.2K | 0.21% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4,468 | $391.3K | 0.04% | −391−8.0% | Reduced |
| Huntleigh Advisors, Inc. | 4,495 | $392.0K | 0.07% | +518+13.0% | Added |
| Members Wealth LLC | 4,449 | $392.2K | 0.25% | +24+0.5% | Added |
| Titleist Asset Management, LLC | 4,507 | $393.0K | 0.03% | +2,283+102.7% | Added |
| Rise Advisors, LLC | 4,512 | $393.4K | 0.14% | −359−7.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,531 | $395.1K | 0.03% | +4+0.1% | Added |
| Bedel Financial Consulting, Inc. | 4,539 | $395.8K | 0.04% | +459+11.3% | Added |
| Truvestments Capital LLC | 4,546 | $396.4K | 0.07% | +23+0.5% | Added |