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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 4,546 | $396.4K | 0.01% | −167−3.5% | Reduced |
| SCS Capital Management LLC | 4,547 | $396.5K | 0.00% | −927−16.9% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $396.8K | 0.28% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,531 | $396.8K | 0.12% | +398+9.6% | Added |
| Wealth Management Nebraska | 4,562 | $397.8K | 0.05% | +1,018+28.7% | Added |
| Wealth Advisory Team LLC | 4,566 | $398.1K | 0.35% | +4,566 | New |
| Bayforest Capital Ltd | 4,572 | $398.7K | 0.30% | −1,177−20.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,576 | $399.0K | 0.02% | +5+0.1% | Added |
| Soltis Investment Advisors LLC | 4,581 | $399.5K | 0.03% | −38−0.8% | Reduced |
| Wealth Quarterback LLC | 4,587 | $400.0K | 0.14% | +366+8.7% | Added |
| Palumbo Wealth Management LLC | 4,594 | $400.6K | 0.10% | +58+1.3% | Added |
| Rosenberg Matthew Hamilton | 4,596 | $400.8K | 0.08% | −228−4.7% | Reduced |
| BLB&B Advisors, LLC | 4,599 | $401.0K | 0.02% | +342+8.0% | Added |
| Orca Wealth Management, LLC | 4,487 | $401.7K | 0.29% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4,628 | $403.6K | 0.04% | −75−1.6% | Reduced |
| Violich Capital Management, Inc. | 4,629 | $403.6K | 0.05% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 4,631 | $403.8K | 0.04% | −20−0.4% | Reduced |
| MKT Advisors LLC | 4,652 | $404.1K | 0.14% | −16−0.3% | Reduced |
| Cynosure Management, LLC | 4,648 | $405.3K | 0.04% | +4,648 | New |
| Thomas Story & Son LLC | 4,650 | $405.5K | 0.15% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,665 | $406.8K | 0.15% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,677 | $407.9K | 0.03% | −260−5.3% | Reduced |
| Probity Advisors, Inc. | 4,680 | $408.1K | 0.07% | −222−4.5% | Reduced |
| Farringdon Capital, Ltd. | 4,684 | $408.4K | 0.10% | −20,370−81.3% | Reduced |
| Manske Wealth Management | 4,707 | $410.4K | 0.12% | 00.0% | Unchanged |
| Waycross Partners, LLC | 4,709 | $410.6K | 0.03% | −157,309−97.1% | Reduced |
| OneAscent Family Office, LLC | 4,709 | $410.7K | 0.28% | +28+0.6% | Added |
| Boston Research & Management Inc | 4,710 | $410.7K | 0.09% | 00.0% | Unchanged |
| Wright Wealth LLC | 4,721 | $411.7K | 0.27% | +4,721 | New |
| Resolute Wealth Strategies, LLC | 4,756 | $414.7K | 0.18% | +5+0.1% | Added |
| SmartHarvest Portfolios, LLC | 4,771 | $416.0K | 0.14% | +4,771 | New |
| CMG Global Holdings, LLC | 4,610 | $416.2K | 0.18% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,775 | $416.4K | 0.04% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,804 | $418.9K | 0.11% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 4,805 | $419.0K | 0.05% | −233−4.6% | Reduced |
| LVM Capital Management Ltd | 4,807 | $419.0K | 0.04% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,808 | $419.3K | 0.33% | +15+0.3% | Added |
| VeraBank, N.A. | 4,810 | $419.4K | 0.08% | +548+12.9% | Added |
| RB Capital Management, LLC | 4,816 | $419.9K | 0.09% | −52−1.1% | Reduced |
| Forum Financial Management, LP | 4,817 | $420.0K | 0.01% | +260+5.7% | Added |
| Sigma Investment Counselors Inc | 4,818 | $420.1K | 0.02% | +10+0.2% | Added |
| Claris Financial LLC | 4,829 | $421.1K | 0.22% | +10+0.2% | Added |
| Independent Financial Group, LLC | 4,831 | $421.3K | 0.01% | −168−3.4% | Reduced |
| NFP Retirement, Inc. | 4,840 | $422.1K | 0.03% | −32−0.7% | Reduced |
| Legacy Trust | 4,841 | $422.1K | 0.08% | +320+7.1% | Added |
| Shrier Wealth Management, LLC | 4,850 | $422.9K | 0.17% | +4,850 | New |
| RF&L Wealth Management, LLC | 4,852 | $423.1K | 0.24% | +4,852 | New |
| Worth Financial Advisory Group, LLC | 4,857 | $423.5K | 0.21% | −1,297−21.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,866 | $424.3K | 0.03% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,872 | $424.8K | 0.05% | +29+0.6% | Added |
| Midland Wealth Advisors LLC | 4,875 | $425.1K | 0.02% | −1,198−19.7% | Reduced |
| Steel Peak Wealth Management LLC | 4,882 | $425.7K | 0.01% | −381−7.2% | Reduced |
| Fusion Capital, LLC | 4,899 | $427.2K | 0.12% | +12+0.2% | Added |
| AdviceOne Advisory Services, LLC | 4,900 | $427.3K | 0.25% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 4,911 | $428.3K | 0.15% | −244−4.7% | Reduced |
| Bill Few Associates, Inc. | 4,913 | $428.4K | 0.11% | −620−11.2% | Reduced |
| Lee Danner & Bass Inc | 4,920 | $429.0K | 0.03% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 5,214 | $429.7K | 0.03% | −223−4.1% | Reduced |
| Bank of New Hampshire | 4,932 | $430.1K | 0.10% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,935 | $430.3K | 0.03% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,953 | $431.9K | 0.00% | +345+7.5% | Added |
| Veracity Capital LLC | 4,964 | $432.9K | 0.13% | +39+0.8% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $434.2K | 0.30% | 00.0% | Unchanged |
| Resolute Capital, LLC | 4,983 | $434.5K | 0.18% | +4,983 | New |
| Partners Wealth Management, LLC | 4,989 | $435.1K | 0.45% | −550−9.9% | Reduced |
| Legacy Financial Advisors, Inc. | 4,990 | $435.2K | 0.06% | −766−13.3% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 4,995 | $435.6K | 0.23% | +4,995 | New |
| Hartford Financial Management Inc. | 5,000 | $436.0K | 0.11% | 00.0% | Unchanged |
| Rithm Capital Corp. | 5,000 | $436.0K | 1.02% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 5,000 | $436.0K | 0.03% | 00.0% | Unchanged |
| Wynn Capital, LLC | 5,026 | $438.3K | 0.21% | 00.0% | Unchanged |
| Fjell Capital, LLC | 5,043 | $439.8K | 0.34% | +885+21.3% | Added |
| Cozad Asset Management Inc | 5,050 | $440.4K | 0.03% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 5,056 | $440.9K | 0.01% | +471+10.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $441.0K | 0.09% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 5,060 | $441.2K | 0.03% | +948+23.1% | Added |
| AlphaGrep UK Ltd | 5,077 | $442.7K | 0.15% | +5,077 | New |
| Ridge Creek Global, Inc | 5,099 | $444.6K | 0.37% | +5,099 | New |
| Wilkins Investment Counsel Inc | 5,100 | $444.7K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 5,104 | $445.1K | 0.22% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,105 | $445.2K | 0.08% | −528−9.4% | Reduced |
| MBM Wealth Consultants, LLC | 5,105 | $445.2K | 0.11% | +445+9.5% | Added |
| Bath Savings Trust Co | 5,118 | $446.3K | 0.04% | −557−9.8% | Reduced |
| WealthTrust Axiom LLC | 5,138 | $448.0K | 0.12% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,142 | $448.4K | 0.02% | −29−0.6% | Reduced |
| Drive Wealth Management, LLC | 5,158 | $449.8K | 0.09% | −442−7.9% | Reduced |
| TBH Global Asset Management, LLC | 5,159 | $449.8K | 0.08% | −425−7.6% | Reduced |
| Cladis Investment Advisory, LLC | 5,160 | $450.0K | 0.25% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,167 | $450.6K | 0.01% | +268+5.5% | Added |
| Cohen Investment Advisors LLC | 5,173 | $451.1K | 0.21% | −26−0.5% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $452.1K | 0.20% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,214 | $454.7K | 0.11% | −35−0.7% | Reduced |
| Klingman & Associates, LLC | 5,236 | $456.6K | 0.02% | +650+14.2% | Added |
| Correct Capital Wealth Management | 5,250 | $457.8K | 0.09% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 5,256 | $458.4K | 0.03% | +135+2.6% | Added |
| Hartline Investment Corp | 5,260 | $458.7K | 0.05% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 5,268 | $459.4K | 0.03% | −130−2.4% | Reduced |
| Altfest L J & Co Inc | 5,290 | $461.3K | 0.05% | −267−4.8% | Reduced |
| Gratus Wealth Advisors, LLC | 5,296 | $461.8K | 0.06% | +301+6.0% | Added |