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 |
|---|---|---|---|---|---|
| Destination Wealth Management | 7,103 | $619.4K | 0.02% | −205−2.8% | Reduced |
| Ballentine Partners, LLC | 7,102 | $619.3K | 0.01% | −1,610−18.5% | Reduced |
| Sentry LLC | 7,093 | $618.5K | 0.17% | +4+0.1% | Added |
| Peninsula Asset Management Inc | 7,090 | $618.2K | 0.32% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,082 | $617.5K | 0.03% | −446−5.9% | Reduced |
| Financial Enhancement Group LLC | 6,925 | $617.4K | 0.08% | −30.0% | Reduced |
| Summit Asset Management, LLC | 7,076 | $617.0K | 0.09% | +66+0.9% | Added |
| Dockside LLC | 7,058 | $615.5K | 0.16% | +7,058 | New |
| Mount Yale Investment Advisors, LLC | 7,056 | $615.3K | 0.03% | +4,353+161.0% | Added |
| David J Yvars Group | 7,033 | $613.3K | 0.33% | +18+0.3% | Added |
| BCR Wealth Strategies, LLC | 7,009 | $611.0K | 0.20% | +819+13.2% | Added |
| City State Bank | 7,000 | $610.4K | 0.17% | −167−2.3% | Reduced |
| DB&C Advisors, LLC | 6,980 | $608.7K | 0.76% | +6,980 | New |
| Tritonpoint Wealth, LLC | 6,971 | $607.8K | 0.06% | −657−8.6% | Reduced |
| First Command Advisory Services, Inc. | 6,959 | $606.8K | 0.00% | +494+7.6% | Added |
| Berger Financial Group, Inc | 6,942 | $605.3K | 0.04% | −199−2.8% | Reduced |
| Baker Boyer National Bank | 6,932 | $604.5K | 0.18% | −325−4.5% | Reduced |
| Koss-Olinger Consulting, LLC | 6,900 | $602.0K | 0.05% | −29−0.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $600.8K | 0.09% | 00.0% | Unchanged |
| TFR Capital, LLC. | 6,875 | $599.5K | 0.20% | −593−7.9% | Reduced |
| Novare Capital Management LLC | 6,858 | $598.0K | 0.04% | +28+0.4% | Added |
| American National Bank | 6,825 | $595.1K | 0.06% | −304−4.3% | Reduced |
| Greenup Street Wealth Management LLC | 6,814 | $594.1K | 0.09% | −225−3.2% | Reduced |
| Union Savings Bank | 6,805 | $593.4K | 0.26% | +6,805 | New |
| Client 1st Advisory Group, LLC | 6,803 | $593.3K | 0.19% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 6,800 | $593.0K | 0.24% | −535−7.3% | Reduced |
| Cornerstone Wealth Management, LLC | 6,798 | $592.7K | 0.03% | +1,643+31.9% | Added |
| Stokes Capital Advisors, LLC | 6,794 | $592.4K | 0.14% | 00.0% | Unchanged |
| First Foundation Advisors | 6,786 | $591.8K | 0.02% | +1,729+34.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,765 | $589.9K | 0.06% | −30−0.4% | Reduced |
| Stony Point Wealth Management Inc. | 6,738 | $587.6K | 0.22% | +6,738 | New |
| Archetype Wealth Partners | 6,720 | $586.0K | 0.08% | −286−4.1% | Reduced |
| Arrow Financial Corp | 6,717 | $585.7K | 0.06% | +975+17.0% | Added |
| V-Square Quantitative Management LLC | 6,704 | $584.6K | 0.06% | +6,704 | New |
| Richwood Investment Advisors, LLC | 6,483 | $584.0K | 0.42% | −625−8.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,693 | $583.6K | 0.10% | −191−2.8% | Reduced |
| MBL Wealth, LLC | 6,688 | $583.2K | 0.05% | −133−1.9% | Reduced |
| Values First Advisors, Inc. | 6,679 | $582.4K | 0.30% | −781−10.5% | Reduced |
| Davidson Trust Co | 6,662 | $580.9K | 0.24% | −391−5.5% | Reduced |
| LGT Fund Management Co Ltd. | 6,625 | $580.2K | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,639 | $578.9K | 0.03% | +3,791+133.1% | Added |
| Cidel Asset Management Inc | 6,638 | $578.8K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,612 | $576.6K | 0.04% | +467+7.6% | Added |
| Van Hulzen Asset Management, LLC | 6,611 | $576.5K | 0.04% | −200−2.9% | Reduced |
| Good Harbor Advisors, Inc. | 6,606 | $576.1K | 0.67% | +6,606 | New |
| Marathon Capital Management | 6,600 | $575.5K | 0.12% | +6,600 | New |
| Finward Bancorp | 6,586 | $574.3K | 0.45% | −100−1.5% | Reduced |
| Brady Family Wealth, LLC | 6,580 | $573.8K | 0.18% | 00.0% | Unchanged |
| Cooper Financial Group | 6,570 | $572.9K | 0.06% | −462−6.6% | Reduced |
| Flagship Harbor Advisors, LLC | 6,565 | $572.5K | 0.03% | −802−10.9% | Reduced |
| FourThought Financial Partners, LLC | 6,550 | $571.2K | 0.05% | −540−7.6% | Reduced |
| CVFG LLC | 6,550 | $571.2K | 0.39% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,520 | $568.5K | 0.01% | −26−0.4% | Reduced |
| Colonial Trust Advisors | 6,519 | $568.5K | 0.04% | +35+0.5% | Added |
| Elequin Capital LP | 6,510 | $567.7K | 0.07% | +6,510 | New |
| Park Place Capital Corp | 6,501 | $566.9K | 0.12% | −796−10.9% | Reduced |
| Focused Alpha, LLC | 6,491 | $566.0K | 0.17% | +6,491 | New |
| Trust Co of Virginia | 6,468 | $564.0K | 0.05% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,457 | $563.0K | 0.08% | −22−0.3% | Reduced |
| River Wealth Advisors LLC | 6,441 | $561.7K | 0.06% | −15−0.2% | Reduced |
| Formidable Asset Management, LLC | 5,924 | $561.4K | 0.08% | −105−1.7% | Reduced |
| Smithfield Trust Co | 6,440 | $561.0K | 0.02% | +4,025+166.7% | Added |
| BankPlus Trust Department | 6,426 | $560.3K | 0.15% | −154−2.3% | Reduced |
| Cordatus Wealth Management LLC | 6,425 | $560.1K | 0.13% | +38+0.6% | Added |
| Fortress Private Ledger, LLC | 6,415 | $559.4K | 0.18% | +266+4.3% | Added |
| Investment Planning Advisors, Inc. | 6,415 | $559.4K | 0.16% | +295+4.8% | Added |
| Marble Harbor Investment Counsel, LLC | 6,397 | $557.8K | 0.06% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,396 | $557.7K | 0.02% | +8+0.1% | Added |
| Banco Santander, S.A. | 6,387 | $556.9K | 0.00% | −6,834−51.7% | Reduced |
| Builder Investment Group Inc | 6,387 | $556.9K | 0.12% | −275−4.1% | Reduced |
| Brown Miller Wealth Management, LLC | 6,381 | $556.4K | 0.15% | −278−4.2% | Reduced |
| Chicago Capital, LLC | 6,375 | $555.9K | 0.01% | −516−7.5% | Reduced |
| Strategies Wealth Advisors, LLC | 6,359 | $554.5K | 0.06% | +20+0.3% | Added |
| Searle & Co. | 6,358 | $554.4K | 0.14% | +100+1.6% | Added |
| Outfitter Financial LLC | 6,345 | $553.3K | 0.44% | +590+10.3% | Added |
| Mindset Wealth Management, LLC | 6,329 | $551.9K | 0.14% | +20.0% | Added |
| Beta Wealth Group, Inc. | 6,324 | $551.5K | 0.22% | −197−3.0% | Reduced |
| Linscomb & Williams, Inc. | 6,320 | $551.1K | 0.02% | −1,908−23.2% | Reduced |
| Broyhill Asset Management | 6,317 | $550.8K | 0.49% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 6,285 | $548.1K | 0.01% | −72−1.1% | Reduced |
| United Capital Management of KS, Inc. | 6,268 | $546.6K | 0.08% | +77+1.2% | Added |
| RMB Capital Management, LLC | 6,249 | $544.9K | 0.01% | +1,280+25.8% | Added |
| SFMG, LLC | 6,240 | $544.1K | 0.04% | +66+1.1% | Added |
| 3Chopt Investment Partners, LLC | 6,239 | $544.0K | 0.12% | −22−0.4% | Reduced |
| Heritage Wealth Advisors | 6,229 | $543.2K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 6,218 | $542.2K | 0.07% | −15−0.2% | Reduced |
| Zinnia Wealth Advisory, LLC | 6,196 | $540.3K | 0.58% | +6,196 | New |
| Cranbrook Wealth Management, LLC | 6,186 | $539.4K | 0.11% | −323−5.0% | Reduced |
| Calton & Associates, Inc. | 6,183 | $539.1K | 0.08% | +786+14.6% | Added |
| Summit Global Investments | 6,183 | $539.0K | 0.03% | +6,183 | New |
| Nilsine Partners, LLC | 6,090 | $531.0K | 0.05% | +249+4.3% | Added |
| Legacy Financial Strategies, LLC | 6,070 | $529.3K | 0.09% | −197−3.1% | Reduced |
| Conning Inc. | 6,062 | $528.6K | 0.02% | −912−13.1% | Reduced |
| Thoroughbred Financial Services, LLC | 6,056 | $528.0K | 0.03% | −299−4.7% | Reduced |
| Z3 Capital Partners, LLC | 6,052 | $527.8K | 0.13% | +6,052 | New |
| Syverson Strege & Co | 6,042 | $526.8K | 0.12% | −41−0.7% | Reduced |
| Maia Wealth LLC | 5,687 | $526.4K | 0.09% | +577+11.3% | Added |
| PFW Advisors LLC | 6,032 | $526.0K | 0.16% | −169−2.7% | Reduced |
| Integras Partners LLC | 6,025 | $525.4K | 0.42% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 5,950 | $524.6K | 0.05% | 00.0% | Unchanged |