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 |
|---|---|---|---|---|---|
| Sar Wealth Management Group, LLC | 8,519 | $742.8K | 0.41% | +564+7.1% | Added |
| Roundview Capital LLC | 8,509 | $742.0K | 0.05% | −1,412−14.2% | Reduced |
| Franklin Street Advisors Inc | 8,506 | $741.7K | 0.04% | +723+9.3% | Added |
| Odyssean, LLC | 8,486 | $740.0K | 0.53% | +8,486 | New |
| Benin Management CORP | 8,483 | $739.7K | 0.17% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 8,474 | $739.0K | 0.32% | −9,056−51.7% | Reduced |
| Means Investment Co., Inc. | 8,473 | $738.9K | 0.06% | −1,279−13.1% | Reduced |
| JT Stratford LLC | 8,460 | $737.7K | 0.09% | +64+0.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,449 | $736.8K | 0.08% | +11+0.1% | Added |
| Goldstone Financial Group, LLC | 8,437 | $735.7K | 0.08% | +632+8.1% | Added |
| Norden Group LLC | 8,425 | $734.6K | 0.07% | −1,214−12.6% | Reduced |
| Intrust Bank NA | 8,411 | $733.4K | 0.06% | −55−0.6% | Reduced |
| Grove Bank & Trust | 8,402 | $732.7K | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,385 | $731.2K | 0.05% | +13+0.2% | Added |
| Aviance Capital Partners, LLC | 8,373 | $730.2K | 0.08% | +6+0.1% | Added |
| Rodgers Brothers Inc. | 8,343 | $727.5K | 0.09% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 8,325 | $725.9K | 0.05% | +6,034+263.4% | Added |
| Clarendon Private LLC | 8,294 | $723.2K | 0.61% | −2,000−19.4% | Reduced |
| Lakeshore Financial Planning, Inc. | 8,286 | $722.6K | 0.26% | +62+0.8% | Added |
| West Bancorporation Inc | 8,285 | $722.5K | 0.38% | 00.0% | Unchanged |
| Park National Corp | 8,228 | $717.5K | 0.02% | −14−0.2% | Reduced |
| Cambient Family Office, LLC | 8,224 | $717.1K | 0.10% | +8,224 | New |
| Alessandra Capital Management, LLC | 8,220 | $716.8K | 0.64% | +8,220 | New |
| RiverFront Investment Group, LLC | 8,214 | $716.3K | 0.01% | +5,061+160.5% | Added |
| Simplicity Wealth,LLC | 8,189 | $714.1K | 0.04% | −829−9.2% | Reduced |
| GSB Wealth Management, LLC | 8,185 | $713.8K | 0.16% | −5−0.1% | Reduced |
| Autumn Glory Partners, LLC | 8,185 | $713.7K | 0.25% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 8,127 | $708.7K | 0.06% | +180+2.3% | Added |
| Capital Advisors Wealth Management, LLC | 8,125 | $708.5K | 0.10% | +86+1.1% | Added |
| Valley Brook Capital Group | 8,114 | $707.5K | 0.47% | −297−3.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 8,105 | $706.8K | 0.08% | +247+3.1% | Added |
| Wealth Alliance | 8,104 | $706.7K | 0.07% | +367+4.7% | Added |
| Cyndeo Wealth Partners, LLC | 8,095 | $705.9K | 0.04% | +251+3.2% | Added |
| Gilbert & Cook, Inc. | 8,064 | $703.2K | 0.09% | −307−3.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,046 | $701.6K | 0.03% | +8,046 | New |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $700.3K | 0.04% | +8,000 | New |
| Geometric Wealth Advisors | 8,027 | $700.0K | 0.09% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 7,996 | $697.3K | 0.47% | +555+7.5% | Added |
| Citizens Business Bank | 7,985 | $696.3K | 0.12% | −26−0.3% | Reduced |
| Roberts Glore & Co Inc | 7,977 | $695.6K | 0.19% | 00.0% | Unchanged |
| Davidson Investment Advisors | 7,975 | $695.4K | 0.03% | −164,192−95.4% | Reduced |
| one8zero8, LLC | 7,973 | $695.2K | 0.15% | −91−1.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,949 | $693.1K | 0.14% | +14+0.2% | Added |
| Banque Cantonale Vaudoise | 7,870 | $686.0K | 0.02% | +379+5.1% | Added |
| McLean Asset Management Corp | 7,754 | $685.6K | 0.12% | −22−0.3% | Reduced |
| WFA of San Diego, LLC | 7,860 | $685.4K | 0.50% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 7,851 | $684.6K | 0.03% | −4,519−36.5% | Reduced |
| Keudell/Morrison Wealth Management | 7,849 | $684.4K | 0.14% | +7,849 | New |
| Allred Capital Management, LLC | 7,844 | $684.0K | 0.25% | +8+0.1% | Added |
| Blalock Williams, LLC | 7,844 | $684.0K | 0.55% | −151−1.9% | Reduced |
| SageOak Financial, LLC | 7,844 | $684.0K | 0.50% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,833 | $683.0K | 0.07% | +7,833 | New |
| Advisory Alpha, LLC | 7,822 | $682.2K | 0.02% | +893+12.9% | Added |
| Blue Rock Wealth Management LLC | 7,815 | $681.5K | 0.42% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,802 | $680.3K | 0.05% | −189−2.4% | Reduced |
| Capstone Wealth Management, LLC | 7,798 | $680.0K | 0.50% | +858+12.4% | Added |
| Moneta Group Investment Advisors LLC | 7,793 | $679.5K | 0.01% | −896−10.3% | Reduced |
| Visionary Horizons, LLC | 7,786 | $679.0K | 0.35% | −100−1.3% | Reduced |
| Columbia Asset Management | 7,765 | $677.1K | 0.12% | −3,682−32.2% | Reduced |
| Ambassador Advisors, LLC | 7,764 | $677.0K | 0.10% | −20−0.3% | Reduced |
| Patten Group, Inc. | 7,731 | $674.1K | 0.12% | +2,029+35.6% | Added |
| Element Wealth, LLC | 7,696 | $671.1K | 0.28% | +27+0.4% | Added |
| Garner Asset Management Corp | 7,672 | $669.0K | 0.26% | −786−9.3% | Reduced |
| Archer Investment Corp | 7,663 | $668.2K | 0.15% | −344−4.3% | Reduced |
| Wulff, Hansen & Co. | 7,648 | $666.9K | 0.56% | −1,150−13.1% | Reduced |
| Private Capital Management, LLC | 7,622 | $664.6K | 0.06% | −500−6.2% | Reduced |
| Bank of Jackson Hole Trust | 7,603 | $663.0K | 0.31% | −408−5.1% | Reduced |
| Summitry LLC | 7,597 | $662.5K | 0.03% | −260−3.3% | Reduced |
| Nomura Holdings Inc | 7,566 | $659.8K | 0.00% | −22,632−74.9% | Reduced |
| Northstar Advisory Group, LLC | 7,556 | $658.9K | 0.23% | +34+0.5% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 7,555 | $658.8K | 0.50% | +7,555 | New |
| Baker Avenue Asset Management, LP | 7,554 | $658.7K | 0.02% | +88+1.2% | Added |
| Atlas Wealth Partners, LLC | 7,522 | $655.9K | 0.72% | +100+1.3% | Added |
| Skyline Advisors, Inc. | 7,507 | $654.6K | 0.22% | 00.0% | Unchanged |
| Holistic Planning, LLC | 7,491 | $653.2K | 0.14% | +1,357+22.1% | Added |
| Avestar Capital, LLC | 7,437 | $648.6K | 0.04% | −1,281−14.7% | Reduced |
| Daviman Financial, LLC | 7,388 | $644.3K | 0.38% | +7,388 | New |
| Washington Trust Co | 7,360 | $641.8K | 0.02% | −145−1.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,336 | $639.7K | 0.03% | +1,016+16.1% | Added |
| Beacon Investment Advisors LLC | 7,327 | $639.0K | 0.26% | +15+0.2% | Added |
| Wilkins Miller Wealth Management, LLC | 7,309 | $637.4K | 0.38% | +8+0.1% | Added |
| Dakota Wealth Management | 7,305 | $637.0K | 0.01% | −105,154−93.5% | Reduced |
| Atlantic Trust, LLC | 7,294 | $636.1K | 0.10% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 7,265 | $633.5K | 0.19% | −394−5.1% | Reduced |
| Childress Capital Advisors, LLC | 7,264 | $633.4K | 0.10% | −416−5.4% | Reduced |
| Beacon Financial Group | 7,253 | $632.5K | 0.06% | −120−1.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,252 | $632.4K | 0.32% | −157−2.1% | Reduced |
| Abel Hall, LLC | 7,251 | $632.3K | 0.15% | −43−0.6% | Reduced |
| BluePath Capital Management, LLC | 7,245 | $631.8K | 0.43% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 7,241 | $631.4K | 0.10% | +60+0.8% | Added |
| Aventura Private Wealth, LLC | 7,190 | $627.0K | 0.23% | −287−3.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,179 | $626.0K | 0.12% | +2,559+55.4% | Added |
| Country Trust Bank | 7,178 | $625.9K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,166 | $624.9K | 0.04% | 00.0% | Unchanged |
| W Advisors, LLC | 7,165 | $624.8K | 0.31% | −49−0.7% | Reduced |
| Abound Wealth Management | 7,152 | $623.7K | 0.15% | +34+0.5% | Added |
| Viawealth, LLC | 7,126 | $621.4K | 0.35% | −695−8.9% | Reduced |
| Lathrop Investment Management Corp | 7,126 | $621.0K | 0.11% | 00.0% | Unchanged |
| Northeast Investment Management | 7,114 | $620.3K | 0.02% | +4,700+194.7% | Added |
| ProVise Management Group, LLC | 7,105 | $619.5K | 0.04% | −753−9.6% | Reduced |