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 |
|---|---|---|---|---|---|
| Wiregrass Investment Management LLC | 10,554 | $920.3K | 0.77% | +10,554 | New |
| Tannin Capital LLC | 10,471 | $913.1K | 0.82% | +10,471 | New |
| West Family Investments, Inc. | 10,470 | $913.0K | 0.21% | −2,239−17.6% | Reduced |
| Mainsail Asset Management, LLC | 10,432 | $909.7K | 0.39% | +1,241+13.5% | Added |
| Rogco, LP | 10,423 | $908.9K | 0.30% | −84−0.8% | Reduced |
| MEMBERS Trust Co | 10,421 | $908.7K | 0.03% | +41+0.4% | Added |
| Richards, Merrill & Peterson, Inc. | 10,381 | $905.2K | 0.35% | +423+4.2% | Added |
| Phoenix Holdings Ltd. | 10,380 | $904.3K | 0.01% | +6,982+205.5% | Added |
| GTS Securities LLC | 10,347 | $902.3K | 0.03% | −4,421−29.9% | Reduced |
| Acorn Wealth Advisors, LLC | 10,342 | $901.8K | 0.27% | +70+0.7% | Added |
| HBW Advisory Services LLC | 10,335 | $901.3K | 0.10% | −1,112−9.7% | Reduced |
| Modera Wealth Management, LLC | 10,257 | $894.4K | 0.01% | +150+1.5% | Added |
| Claro Advisors LLC | 10,230 | $892.0K | 0.12% | −23−0.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 10,220 | $891.2K | 0.17% | −155−1.5% | Reduced |
| Field & Main Bank | 10,215 | $890.7K | 0.26% | −85−0.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,207 | $890.1K | 0.04% | −116−1.1% | Reduced |
| Xcel Wealth Management, LLC | 10,206 | $890.0K | 0.23% | +613+6.4% | Added |
| Wagner Wealth Management, LLC | 10,188 | $888.4K | 0.19% | +822+8.8% | Added |
| Leo Wealth, LLC | 10,157 | $885.7K | 0.06% | +5,617+123.7% | Added |
| Investment Partners Asset Management, Inc. | 10,144 | $884.5K | 0.55% | +20.0% | Added |
| Bradley Foster & Sargent Inc | 10,138 | $884.0K | 0.01% | −110−1.1% | Reduced |
| Kingsman Wealth Management, Inc. | 10,097 | $880.5K | 0.48% | +30.0% | Added |
| Mendel Money Management | 10,074 | $878.5K | 0.37% | −10−0.1% | Reduced |
| St. Johns Investment Management Company, LLC | 10,061 | $877.3K | 0.37% | +479+5.0% | Added |
| Catalytic Wealth RIA, LLC | 10,004 | $872.3K | 0.03% | −17,943−64.2% | Reduced |
| Marco Investment Management LLC | 9,986 | $870.8K | 0.07% | −21−0.2% | Reduced |
| Reuter James Wealth Management, LLC | 9,933 | $866.1K | 0.12% | −46−0.5% | Reduced |
| Trustco Bank Corp N Y | 9,922 | $865.2K | 0.78% | +200+2.1% | Added |
| Sunburst Financial Group, LLC | 9,897 | $863.0K | 0.17% | −328−3.2% | Reduced |
| Home Federal Bank of Tennessee | 9,890 | $862.4K | 0.22% | 00.0% | Unchanged |
| William Allan, LLC | 9,848 | $858.7K | 0.49% | +125+1.3% | Added |
| Landscape Capital Management, L.L.C. | 9,797 | $854.3K | 0.06% | +4,629+89.6% | Added |
| White Lighthouse Investment Management Inc. | 9,782 | $853.0K | 0.12% | +1,577+19.2% | Added |
| Syon Capital LLC | 9,739 | $849.2K | 0.04% | −1,116−10.3% | Reduced |
| Excalibur Management Corp | 9,735 | $848.9K | 0.31% | −65−0.7% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 9,727 | $848.2K | 0.46% | −440−4.3% | Reduced |
| Howard Capital Management Group, LLC | 9,698 | $845.6K | 0.05% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 9,675 | $843.7K | 0.08% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 9,645 | $841.1K | 0.13% | +130+1.4% | Added |
| Integrity Alliance, LLC. | 9,626 | $839.5K | 0.03% | −2,698−21.9% | Reduced |
| Cresset Asset Management, LLC | 9,612 | $838.2K | 0.00% | +1,355+16.4% | Added |
| Boston Private Wealth LLC | 9,612 | $838.1K | 0.05% | −2,517−20.8% | Reduced |
| Cornerstone Planning, LLC | 9,550 | $836.2K | 0.19% | +9,550 | New |
| KC Investment Advisors, LLC | 9,565 | $834.1K | 0.20% | +1,230+14.8% | Added |
| Ameritas Advisory Services, LLC | 9,560 | $833.7K | 0.03% | +6,139+179.5% | Added |
| Bartlett & Co. Wealth Management LLC | 9,549 | $832.6K | 0.01% | −40.0% | Reduced |
| Cookson Peirce & Co Inc | 9,528 | $830.8K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 9,504 | $828.8K | 0.03% | +2,864+43.1% | Added |
| Eagle Strategies LLC | 9,435 | $822.7K | 0.11% | +23+0.2% | Added |
| Monetary Management Group Inc | 9,407 | $820.3K | 0.19% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 9,442 | $820.2K | 0.02% | −719−7.1% | Reduced |
| Golden State Wealth Management, LLC | 9,392 | $819.0K | 0.09% | +96+1.0% | Added |
| Texas Bank & Trust Co | 9,345 | $814.9K | 0.30% | −2,205−19.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32,716 | $814.6K | 0.56% | +897+2.8% | Added |
| LaFleur & Godfrey LLC | 9,340 | $814.4K | 0.10% | −200−2.1% | Reduced |
| Howe & Rusling Inc | 9,337 | $814.2K | 0.05% | +2,474+36.0% | Added |
| Plimoth Trust Co LLC | 9,327 | $813.3K | 0.18% | −360−3.7% | Reduced |
| Nikulski Financial, Inc. | 9,311 | $811.9K | 0.19% | +3,828+69.8% | Added |
| Salem Investment Counselors Inc | 9,296 | $810.6K | 0.02% | +12+0.1% | Added |
| Chicago Partners Investment Group LLC | 9,252 | $809.9K | 0.02% | −179−1.9% | Reduced |
| Belpointe Asset Management LLC | 9,286 | $809.8K | 0.03% | −2,055−18.1% | Reduced |
| Woodward Diversified Capital, LLC | 9,233 | $805.1K | 0.37% | +32+0.3% | Added |
| Successful Portfolios LLC | 9,196 | $800.1K | 0.41% | +977+11.9% | Added |
| Affinity Wealth Management LLC | 9,151 | $798.0K | 0.11% | −152−1.6% | Reduced |
| Davis Capital Management | 9,140 | $797.0K | 0.55% | −121−1.3% | Reduced |
| Lazard Asset Management LLC | 9,110 | $794.4K | 0.00% | +41+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 9,099 | $793.4K | 0.01% | +9,099 | New |
| McGlone Suttner Wealth Management, Inc. | 9,086 | $792.3K | 0.11% | +468+5.4% | Added |
| HBK Sorce Advisory LLC | 8,772 | $790.2K | 0.02% | +448+5.4% | Added |
| Chesapeake Wealth Management | 9,028 | $787.2K | 0.23% | +962+11.9% | Added |
| OneAscent Financial Services LLC | 9,019 | $786.5K | 0.07% | −4,168−31.6% | Reduced |
| Breakwater Capital Group | 8,961 | $781.4K | 0.11% | +20.0% | Added |
| Community Bank of Raymore | 8,950 | $780.4K | 0.53% | 00.0% | Unchanged |
| Balentine LLC | 8,941 | $779.7K | 0.03% | 00.0% | Unchanged |
| Tortuga Wealth Management, Inc | 8,928 | $778.6K | 0.82% | +8,928 | New |
| Mechanics Financial Corp | 8,913 | $777.2K | 0.29% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 8,902 | $776.3K | 0.01% | −841−8.6% | Reduced |
| Journey Advisory Group, LLC | 8,848 | $771.5K | 0.06% | −950−9.7% | Reduced |
| Insight Inv LLC | 8,845 | $771.3K | 0.43% | 00.0% | Unchanged |
| Certified Advisory Corp | 8,833 | $770.2K | 0.07% | +126+1.4% | Added |
| Fullerton Fund Management Co Ltd. | 8,823 | $769.4K | 0.03% | +454+5.4% | Added |
| Cherokee Insurance Co | 8,800 | $767.4K | 0.31% | 00.0% | Unchanged |
| Kennedy Investment Group | 8,794 | $766.8K | 0.29% | +47+0.5% | Added |
| Krilogy Financial LLC | 8,688 | $765.9K | 0.03% | −428−4.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,783 | $765.9K | 0.19% | −123−1.4% | Reduced |
| St Germain D J Co Inc | 8,781 | $765.7K | 0.03% | −584−6.2% | Reduced |
| Aberdeen Wealth Management LLC | 8,773 | $765.0K | 0.35% | −407−4.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 8,756 | $763.6K | 0.06% | −415−4.5% | Reduced |
| Exencial Wealth Advisors, LLC | 8,746 | $762.6K | 0.02% | −404−4.4% | Reduced |
| Vista Capital Partners, Inc. | 8,731 | $761.3K | 0.08% | +7+0.1% | Added |
| Beaumont Financial Advisors, LLC | 8,685 | $757.3K | 0.05% | +167+2.0% | Added |
| Shulman DeMeo Asset Management LLC | 8,660 | $755.1K | 0.17% | −23−0.3% | Reduced |
| Trueblood Wealth Management, LLC | 8,634 | $752.9K | 0.29% | −788−8.4% | Reduced |
| Roberts Wealth Advisors, LLC | 8,632 | $752.7K | 0.20% | +8,632 | New |
| RIA Advisory Group LLC | 8,605 | $750.4K | 0.18% | −416−4.6% | Reduced |
| Howard Capital Management Inc. | 8,605 | $750.4K | 0.01% | +44+0.5% | Added |
| Infrastructure Capital Advisors, LLC | 8,602 | $750.1K | 0.08% | +468+5.8% | Added |
| Gables Capital Management Inc. | 8,592 | $749.2K | 0.32% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 8,560 | $746.4K | 0.20% | +481+6.0% | Added |
| PCM Encore, LLC | 8,521 | $743.0K | 0.16% | +8,521 | New |