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 |
|---|---|---|---|---|---|
| Wiser Wealth Management, Inc | 6,010 | $524.0K | 0.12% | +113+1.9% | Added |
| Keebeck Wealth Management, LLC | 6,002 | $523.4K | 0.06% | +14+0.2% | Added |
| New Republic Capital, LLC | 5,946 | $518.5K | 0.14% | +2,453+70.2% | Added |
| Trinity Financial Advisors LLC | 5,946 | $518.5K | 0.14% | −105−1.7% | Reduced |
| Reliant Investment Partners, LLC | 5,944 | $518.3K | 0.41% | +10.0% | Added |
| Diligent Investors, LLC | 5,933 | $517.3K | 0.13% | +4+0.1% | Added |
| Novak & Powell Financial Services, Inc. | 5,925 | $516.6K | 0.27% | −200−3.3% | Reduced |
| Red Wave Investments LLC | 5,923 | $516.5K | 0.15% | −58−1.0% | Reduced |
| SHP Wealth Management | 5,922 | $516.3K | 0.04% | +5,922 | New |
| Congress Asset Management Co | 5,882 | $512.9K | 0.00% | −600−9.3% | Reduced |
| Schulhoff & Co Inc | 5,875 | $512.3K | 0.22% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 5,870 | $511.8K | 0.10% | +5,870 | New |
| OMC Financial Services LTD | 5,867 | $511.6K | 0.19% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,866 | $511.5K | 0.04% | +1,377+30.7% | Added |
| Orion Investment Co | 5,845 | $509.7K | 0.16% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,835 | $508.8K | 0.31% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 5,817 | $507.2K | 0.02% | −16−0.3% | Reduced |
| Kesler, Norman & Wride, LLC | 5,811 | $506.7K | 0.09% | +5,811 | New |
| First Dallas Securities Inc. | 5,795 | $505.3K | 0.19% | −225−3.7% | Reduced |
| Camden Capital, LLC | 5,781 | $504.1K | 0.03% | −300−4.9% | Reduced |
| Ballew Advisors, Inc | 5,743 | $502.8K | 0.28% | +20.0% | Added |
| IVC Wealth Advisors LLC | 5,741 | $500.6K | 0.22% | +165+3.0% | Added |
| Scotia Capital Inc. | 5,736 | $500.1K | 0.00% | +1,288+29.0% | Added |
| O'Rourke & Company, Inc | 5,734 | $500.0K | 0.19% | +6+0.1% | Added |
| Investors Research Corp | 5,730 | $499.7K | 0.09% | −1,500−20.7% | Reduced |
| Paragon Private Wealth Management, LLC | 5,730 | $499.7K | 0.15% | −333−5.5% | Reduced |
| SevenBridge Financial Group, LLC | 5,652 | $498.3K | 0.08% | −1,200−17.5% | Reduced |
| Chicago Trust Co NA | 5,696 | $496.7K | 0.08% | −470−7.6% | Reduced |
| Vista Investment Partners II, LLC | 5,664 | $493.9K | 0.21% | +10.0% | Added |
| Kapstone Financial Advisors LLC | 5,663 | $493.8K | 0.25% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 5,663 | $493.8K | 0.05% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 5,650 | $492.7K | 0.29% | 00.0% | Unchanged |
| LCNB Corp | 5,636 | $491.4K | 0.16% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 5,625 | $490.5K | 0.03% | 00.0% | Unchanged |
| Thompson David Blair | 5,620 | $490.1K | 0.28% | +5,620 | New |
| Armstrong Advisory Group, Inc | 5,609 | $489.1K | 0.03% | −166−2.9% | Reduced |
| Hickory Point Bank & Trust | 5,607 | $488.9K | 0.35% | +75+1.4% | Added |
| Dogwood Wealth Management LLC | 5,586 | $487.1K | 0.21% | −1,989−26.3% | Reduced |
| Two Sigma Securities, LLC | 5,565 | $485.3K | 0.07% | −5,168−48.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,561 | $484.9K | 0.07% | +228+4.3% | Added |
| Motco | 5,554 | $484.3K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,554 | $484.3K | 0.01% | −5,266−48.7% | Reduced |
| Bienville Capital Management, LLC | 5,525 | $481.8K | 0.08% | +43+0.8% | Added |
| L2 Asset Management, LLC | 5,515 | $480.9K | 0.06% | +373+7.3% | Added |
| Stratos Wealth Advisors, LLC | 5,510 | $480.5K | 0.02% | −42−0.8% | Reduced |
| Inscription Capital, LLC | 5,504 | $480.0K | 0.05% | +279+5.3% | Added |
| Hilton Head Capital Partners, LLC | 5,497 | $479.4K | 0.28% | +5,497 | New |
| Clearwave Capital, LLC | 5,482 | $478.0K | 0.35% | +5,482 | New |
| Charter Trust Co | 5,457 | $475.9K | 0.03% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 5,457 | $475.9K | 0.06% | +5,457 | New |
| Asahi Life Asset Management Co., Ltd. | 5,454 | $475.6K | 0.27% | +3,047+126.6% | Added |
| Frec Markets, Inc. | 5,451 | $475.4K | 0.14% | +5,451 | New |
| 1st Source Bank | 5,451 | $475.3K | 0.02% | −50−0.9% | Reduced |
| Mathes Company, Inc. | 5,450 | $475.0K | 0.17% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,433 | $473.8K | 0.05% | +168+3.2% | Added |
| Clarity Wealth Development LLC | 5,430 | $473.5K | 0.40% | +34+0.6% | Added |
| Qtron Investments LLC | 5,426 | $473.1K | 0.06% | −2,105−28.0% | Reduced |
| Wealth Management Associates, Inc. | 5,423 | $472.9K | 0.16% | 00.0% | Unchanged |
| Doliver Advisors, LP | 5,403 | $471.1K | 0.12% | −75−1.4% | Reduced |
| SG Trading Solutions, LLC | 5,396 | $471.0K | 0.11% | +5,396 | New |
| BOS Asset Management, LLC | 5,401 | $471.0K | 0.13% | 00.0% | Unchanged |
| Bey-Douglas LLC | 5,396 | $470.6K | 0.38% | +251+4.9% | Added |
| Atlas Brown,Inc. | 5,396 | $470.5K | 0.14% | +3+0.1% | Added |
| Valued Retirements, Inc. | 5,361 | $467.5K | 0.46% | +75+1.4% | Added |
| LeConte Wealth Management, LLC | 5,356 | $467.0K | 0.31% | +5,356 | New |
| Texas Capital Bank Wealth Management Services Inc | 5,355 | $467.0K | 0.03% | +2,552+91.0% | Added |
| Approach Retirement Advisors, LLC | 5,345 | $466.0K | 0.40% | +5,345 | New |
| Bridges Investment Management Inc | 5,334 | $465.1K | 0.01% | +270+5.3% | Added |
| Edgestream Partners, L.P. | 5,332 | $464.9K | 0.01% | −81,093−93.8% | Reduced |
| Argent Advisors, Inc. | 5,330 | $464.8K | 0.13% | −278−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 5,326 | $464.4K | 0.02% | −308−5.5% | Reduced |
| Duncker Streett & Co Inc | 5,315 | $463.4K | 0.08% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 5,310 | $463.0K | 0.30% | −100−1.8% | Reduced |
| Gratus Wealth Advisors, LLC | 5,296 | $461.8K | 0.06% | +301+6.0% | Added |
| Altfest L J & Co Inc | 5,290 | $461.3K | 0.05% | −267−4.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,268 | $459.4K | 0.03% | −130−2.4% | Reduced |
| Hartline Investment Corp | 5,260 | $458.7K | 0.05% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 5,256 | $458.4K | 0.03% | +135+2.6% | Added |
| Correct Capital Wealth Management | 5,250 | $457.8K | 0.09% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 5,236 | $456.6K | 0.02% | +650+14.2% | Added |
| PSI Advisors, LLC | 5,214 | $454.7K | 0.11% | −35−0.7% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $452.1K | 0.20% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 5,173 | $451.1K | 0.21% | −26−0.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,167 | $450.6K | 0.01% | +268+5.5% | Added |
| Cladis Investment Advisory, LLC | 5,160 | $450.0K | 0.25% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,159 | $449.8K | 0.08% | −425−7.6% | Reduced |
| Drive Wealth Management, LLC | 5,158 | $449.8K | 0.09% | −442−7.9% | Reduced |
| GHP Investment Advisors, Inc. | 5,142 | $448.4K | 0.02% | −29−0.6% | Reduced |
| WealthTrust Axiom LLC | 5,138 | $448.0K | 0.12% | 00.0% | Unchanged |
| Bath Savings Trust Co | 5,118 | $446.3K | 0.04% | −557−9.8% | Reduced |
| MBM Wealth Consultants, LLC | 5,105 | $445.2K | 0.11% | +445+9.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,105 | $445.2K | 0.08% | −528−9.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,104 | $445.1K | 0.22% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 5,100 | $444.7K | 0.06% | 00.0% | Unchanged |
| Ridge Creek Global, Inc | 5,099 | $444.6K | 0.37% | +5,099 | New |
| AlphaGrep UK Ltd | 5,077 | $442.7K | 0.15% | +5,077 | New |
| Charles Schwab Trust Co | 5,060 | $441.2K | 0.03% | +948+23.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $441.0K | 0.09% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 5,056 | $440.9K | 0.01% | +471+10.3% | Added |
| Cozad Asset Management Inc | 5,050 | $440.4K | 0.03% | 00.0% | Unchanged |