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 |
|---|---|---|---|---|---|
| Keystone Financial Group | 13,121 | $1.14M | 0.08% | +764+6.2% | Added |
| Chatham Capital Group, Inc. | 13,119 | $1.14M | 0.16% | −200−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,101 | $1.14M | 0.01% | +5,658+76.0% | Added |
| Burke & Herbert Bank & Trust Co | 13,050 | $1.14M | 0.31% | −2,300−15.0% | Reduced |
| Sheets Smith Wealth Management | 13,049 | $1.14M | 0.12% | −116−0.9% | Reduced |
| Edge Financial Advisors LLC | 13,044 | $1.14M | 0.48% | +626+5.0% | Added |
| AdvisorNet Financial, Inc | 13,003 | $1.13M | 0.06% | +2,384+22.5% | Added |
| Evergreen Capital Management LLC | 12,980 | $1.13M | 0.03% | +4,579+54.5% | Added |
| Delta Asset Management LLC | 12,968 | $1.13M | 0.10% | −794−5.8% | Reduced |
| Hills Bank & Trust Co | 12,917 | $1.13M | 0.07% | +1,338+11.6% | Added |
| Archford Capital Strategies, LLC | 12,913 | $1.13M | 0.13% | −1,306−9.2% | Reduced |
| Financial Security Advisor, Inc. | 12,895 | $1.12M | 0.22% | −64−0.5% | Reduced |
| Asset Planning,Inc | 12,865 | $1.12M | 0.79% | +40.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,851 | $1.12M | 0.02% | −661−4.9% | Reduced |
| Marino, Stram & Associates LLC | 12,823 | $1.12M | 0.20% | +403+3.2% | Added |
| Grimes & Company, Inc. | 12,814 | $1.12M | 0.03% | +143+1.1% | Added |
| Cfo Capital Management LLC | 12,812 | $1.12M | 0.84% | +12,812 | New |
| CFS Investment Advisory Services, LLC | 12,764 | $1.11M | 0.08% | −96−0.7% | Reduced |
| Nations Financial Group Inc, | 12,746 | $1.11M | 0.06% | +5,014+64.8% | Added |
| Fiduciary Trust Co | 12,730 | $1.11M | 0.01% | +112+0.9% | Added |
| Widmann Financial Services, Inc. | 12,711 | $1.11M | 0.68% | −87−0.7% | Reduced |
| TCG Advisory Services, LLC | 12,684 | $1.11M | 0.03% | +2,488+24.4% | Added |
| Rowland & Co Investment Counsel | 12,678 | $1.11M | 0.21% | −56−0.4% | Reduced |
| Mosley Wealth Management | 11,459 | $1.10M | 0.51% | +11,459 | New |
| Rocky Mountain Advisers, LLC | 12,612 | $1.10M | 0.32% | +87+0.7% | Added |
| Mission Wealth Management, LP | 12,569 | $1.10M | 0.02% | −955−7.1% | Reduced |
| Guardian Wealth Advisors, LLC | 12,422 | $1.08M | 0.07% | −1,666−11.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,418 | $1.08M | 0.02% | −116−0.9% | Reduced |
| Twin Capital Management Inc | 12,414 | $1.08M | 0.13% | −202−1.6% | Reduced |
| Spire Wealth Management | 12,401 | $1.08M | 0.04% | +300+2.5% | Added |
| Rehmann Capital Advisory Group | 12,391 | $1.08M | 0.06% | +2,203+21.6% | Added |
| Tower Bridge Advisors | 12,369 | $1.08M | 0.11% | +325+2.7% | Added |
| Sound Income Strategies, LLC | 12,127 | $1.08M | 0.05% | +8,854+270.5% | Added |
| BlueChip Wealth Advisors LLC | 12,360 | $1.08M | 0.45% | +610+5.2% | Added |
| Essex Savings Bank | 12,293 | $1.07M | 0.23% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,250 | $1.07M | 0.05% | +4,127+50.8% | Added |
| North Dallas Bank & Trust Co | 12,250 | $1.07M | 0.70% | +12,250 | New |
| Stableford Capital II LLC | 12,239 | $1.07M | 0.39% | +610+5.2% | Added |
| Meketa Investment Group Inc | 12,179 | $1.06M | 3.59% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 12,137 | $1.06M | 0.05% | −375−3.0% | Reduced |
| Burney Co | 12,035 | $1.05M | 0.03% | +604+5.3% | Added |
| Meiji Yasuda Life Insurance Co | 11,951 | $1.04M | 0.03% | +9+0.1% | Added |
| Dougherty & Associates, LLC | 11,932 | $1.04M | 0.93% | +11,932 | New |
| Retirement Guys Formula LLC | 11,930 | $1.04M | 0.47% | +5,391+82.4% | Added |
| Northstar Financial Companies, Inc. | 11,893 | $1.04M | 0.83% | −3,454−22.5% | Reduced |
| Allegheny Financial Group LTD | 11,877 | $1.04M | 0.15% | +18+0.2% | Added |
| First County Bank | 11,861 | $1.03M | 0.55% | −294−2.4% | Reduced |
| Trust Point Inc. | 11,819 | $1.03M | 0.08% | −482−3.9% | Reduced |
| United Bank | 11,801 | $1.03M | 0.14% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 11,773 | $1.03M | 0.03% | +2,492+26.9% | Added |
| Jaffetilchin Investment Partners, LLC | 11,712 | $1.02M | 0.06% | −426−3.5% | Reduced |
| Raleigh Capital Management Inc. | 11,570 | $1.01M | 0.37% | +219+1.9% | Added |
| Triad Wealth Partners, LLC | 11,566 | $1.01M | 0.10% | +657+6.0% | Added |
| Tradewinds, LLC. | 11,528 | $1.01M | 0.24% | +121+1.1% | Added |
| Aft, Forsyth & Company, Inc. | 11,423 | $996.1K | 0.43% | −575−4.8% | Reduced |
| 1620 Investment Advisors, Inc. | 11,359 | $990.6K | 0.66% | +107+1.0% | Added |
| Checchi Capital Advisers, LLC | 11,347 | $989.5K | 0.07% | −1,017−8.2% | Reduced |
| Granite Islands Private Wealth, LLC | 11,430 | $987.3K | 0.91% | +11,430 | New |
| United Advisor Group, LLC | 11,310 | $986.2K | 0.13% | +1,254+12.5% | Added |
| Spirit of America Management Corp | 11,300 | $985.4K | 0.21% | +2,700+31.4% | Added |
| Symphony Financial, Ltd. Co. | 11,246 | $985.2K | 0.13% | −7,222−39.1% | Reduced |
| MONECO Advisors, LLC | 11,280 | $983.6K | 0.08% | +177+1.6% | Added |
| Aaron Wealth Advisors | 11,277 | $983.4K | 0.05% | +801+7.6% | Added |
| CoreCap Advisors, LLC | 11,273 | $983.0K | 0.03% | +63+0.6% | Added |
| Norris Perne & French LLP | 11,266 | $982.4K | 0.06% | −168−1.5% | Reduced |
| Resources Management Corp | 11,263 | $982.0K | 0.13% | +473+4.4% | Added |
| Northern Oak Wealth Management Inc | 11,253 | $981.3K | 0.12% | −310−2.7% | Reduced |
| KPP Advisory Services LLC | 11,247 | $980.7K | 0.14% | −196−1.7% | Reduced |
| RS Crum Inc. | 11,244 | $980.5K | 0.20% | −143−1.3% | Reduced |
| SHUTTLEWORTH & Co | 11,217 | $978.1K | 0.89% | −2,698−19.4% | Reduced |
| Balboa Wealth Partners | 11,181 | $975.0K | 0.16% | +654+6.2% | Added |
| Leisure Capital Management | 11,161 | $973.3K | 0.32% | −172−1.5% | Reduced |
| CSS LLC | 11,156 | $972.8K | 0.06% | +11,156 | New |
| Churchill Financial Advisors, LLC | 11,141 | $971.5K | 0.30% | +11,141 | New |
| Nwam LLC | 11,024 | $971.4K | 0.05% | −92−0.8% | Reduced |
| VestGen Advisors, LLC | 11,038 | $962.5K | 0.04% | −1,288−10.4% | Reduced |
| Haverford Trust Co | 11,020 | $960.9K | 0.01% | +726+7.1% | Added |
| Ancora Advisors, LLC | 10,981 | $957.5K | 0.02% | +390+3.7% | Added |
| Kuhn & Co Investment Counsel | 10,975 | $957.0K | 0.64% | +36+0.3% | Added |
| Sage Mountain Advisors LLC | 10,965 | $956.1K | 0.05% | −4,865−30.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,960 | $955.7K | 0.03% | −474−4.1% | Reduced |
| Montecito Bank & Trust | 10,866 | $947.5K | 0.15% | +244+2.3% | Added |
| Silverlake Wealth Management LLC | 10,841 | $945.3K | 0.21% | −41−0.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,832 | $944.6K | 0.25% | −119−1.1% | Reduced |
| Chesley Taft & Associates LLC | 10,774 | $939.5K | 0.04% | +211+2.0% | Added |
| RFP Financial Group LLC | 10,762 | $938.4K | 0.45% | −7,531−41.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,759 | $938.2K | 0.02% | −2,736−20.3% | Reduced |
| SeaCrest Wealth Management, LLC | 10,868 | $937.6K | 0.09% | −315−2.8% | Reduced |
| Strategic Blueprint, LLC | 10,740 | $936.5K | 0.06% | −7,087−39.8% | Reduced |
| Ami Asset Management Corp | 10,713 | $934.2K | 0.05% | −352−3.2% | Reduced |
| HM Payson & Co | 10,709 | $933.8K | 0.01% | −1,268−10.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,669 | $933.8K | 0.09% | +4,394+70.0% | Added |
| Patton Albertson Miller Group, LLC | 10,701 | $933.1K | 0.11% | −381−3.4% | Reduced |
| Second Line Capital, LLC | 10,691 | $932.2K | 0.19% | −286−2.6% | Reduced |
| WSFS Capital Management, LLC | 10,671 | $930.5K | 0.04% | +376+3.7% | Added |
| Bryn Mawr Trust Co | 10,639 | $927.7K | 0.02% | −530−4.7% | Reduced |
| Smith, Salley & Associates | 10,617 | $925.8K | 0.05% | +2,049+23.9% | Added |
| ATLas Financial Planning LLC | 10,617 | $925.8K | 0.91% | +10,617 | New |
| Magnolia Capital Advisors LLC | 10,590 | $923.4K | 0.19% | −935−8.1% | Reduced |
| Cigna Investments Inc | 10,569 | $922.0K | 0.13% | −80−0.8% | Reduced |