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 |
|---|---|---|---|---|---|
| Fjell Capital, LLC | 5,043 | $439.8K | 0.34% | +885+21.3% | Added |
| Wynn Capital, LLC | 5,026 | $438.3K | 0.21% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,000 | $436.0K | 0.11% | 00.0% | Unchanged |
| Rithm Capital Corp. | 5,000 | $436.0K | 1.02% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 5,000 | $436.0K | 0.03% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 4,995 | $435.6K | 0.23% | +4,995 | New |
| Legacy Financial Advisors, Inc. | 4,990 | $435.2K | 0.06% | −766−13.3% | Reduced |
| Partners Wealth Management, LLC | 4,989 | $435.1K | 0.45% | −550−9.9% | Reduced |
| Resolute Capital, LLC | 4,983 | $434.5K | 0.18% | +4,983 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $434.2K | 0.30% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,964 | $432.9K | 0.13% | +39+0.8% | Added |
| Adviser Investments LLC | 4,953 | $431.9K | 0.00% | +345+7.5% | Added |
| Penobscot Investment Management Company, Inc. | 4,935 | $430.3K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 4,932 | $430.1K | 0.10% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 5,214 | $429.7K | 0.03% | −223−4.1% | Reduced |
| Lee Danner & Bass Inc | 4,920 | $429.0K | 0.03% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 4,913 | $428.4K | 0.11% | −620−11.2% | Reduced |
| Prosperity Financial Group, Inc. | 4,911 | $428.3K | 0.15% | −244−4.7% | Reduced |
| AdviceOne Advisory Services, LLC | 4,900 | $427.3K | 0.25% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,899 | $427.2K | 0.12% | +12+0.2% | Added |
| Steel Peak Wealth Management LLC | 4,882 | $425.7K | 0.01% | −381−7.2% | Reduced |
| Midland Wealth Advisors LLC | 4,875 | $425.1K | 0.02% | −1,198−19.7% | Reduced |
| McGowan Group Asset Management, Inc. | 4,872 | $424.8K | 0.05% | +29+0.6% | Added |
| Fulton Breakefield Broenniman LLC | 4,866 | $424.3K | 0.03% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 4,857 | $423.5K | 0.21% | −1,297−21.1% | Reduced |
| RF&L Wealth Management, LLC | 4,852 | $423.1K | 0.24% | +4,852 | New |
| Shrier Wealth Management, LLC | 4,850 | $422.9K | 0.17% | +4,850 | New |
| Legacy Trust | 4,841 | $422.1K | 0.08% | +320+7.1% | Added |
| NFP Retirement, Inc. | 4,840 | $422.1K | 0.03% | −32−0.7% | Reduced |
| Independent Financial Group, LLC | 4,831 | $421.3K | 0.01% | −168−3.4% | Reduced |
| Claris Financial LLC | 4,829 | $421.1K | 0.22% | +10+0.2% | Added |
| Sigma Investment Counselors Inc | 4,818 | $420.1K | 0.02% | +10+0.2% | Added |
| Forum Financial Management, LP | 4,817 | $420.0K | 0.01% | +260+5.7% | Added |
| RB Capital Management, LLC | 4,816 | $419.9K | 0.09% | −52−1.1% | Reduced |
| VeraBank, N.A. | 4,810 | $419.4K | 0.08% | +548+12.9% | Added |
| Seelaus Asset Management LLC | 4,808 | $419.3K | 0.33% | +15+0.3% | Added |
| LVM Capital Management Ltd | 4,807 | $419.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 4,805 | $419.0K | 0.05% | −233−4.6% | Reduced |
| Cim Investment Mangement Inc | 4,804 | $418.9K | 0.11% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,775 | $416.4K | 0.04% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,610 | $416.2K | 0.18% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 4,771 | $416.0K | 0.14% | +4,771 | New |
| Resolute Wealth Strategies, LLC | 4,756 | $414.7K | 0.18% | +5+0.1% | Added |
| Wright Wealth LLC | 4,721 | $411.7K | 0.27% | +4,721 | New |
| Boston Research & Management Inc | 4,710 | $410.7K | 0.09% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 4,709 | $410.7K | 0.28% | +28+0.6% | Added |
| Waycross Partners, LLC | 4,709 | $410.6K | 0.03% | −157,309−97.1% | Reduced |
| Manske Wealth Management | 4,707 | $410.4K | 0.12% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 4,684 | $408.4K | 0.10% | −20,370−81.3% | Reduced |
| Probity Advisors, Inc. | 4,680 | $408.1K | 0.07% | −222−4.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,677 | $407.9K | 0.03% | −260−5.3% | Reduced |
| Tranquility Partners, LLC | 4,665 | $406.8K | 0.15% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 4,650 | $405.5K | 0.15% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,648 | $405.3K | 0.04% | +4,648 | New |
| MKT Advisors LLC | 4,652 | $404.1K | 0.14% | −16−0.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 4,631 | $403.8K | 0.04% | −20−0.4% | Reduced |
| Violich Capital Management, Inc. | 4,629 | $403.6K | 0.05% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4,628 | $403.6K | 0.04% | −75−1.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 4,487 | $401.7K | 0.29% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,599 | $401.0K | 0.02% | +342+8.0% | Added |
| Rosenberg Matthew Hamilton | 4,596 | $400.8K | 0.08% | −228−4.7% | Reduced |
| Palumbo Wealth Management LLC | 4,594 | $400.6K | 0.10% | +58+1.3% | Added |
| Wealth Quarterback LLC | 4,587 | $400.0K | 0.14% | +366+8.7% | Added |
| Soltis Investment Advisors LLC | 4,581 | $399.5K | 0.03% | −38−0.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,576 | $399.0K | 0.02% | +5+0.1% | Added |
| Bayforest Capital Ltd | 4,572 | $398.7K | 0.30% | −1,177−20.5% | Reduced |
| Wealth Advisory Team LLC | 4,566 | $398.1K | 0.35% | +4,566 | New |
| Wealth Management Nebraska | 4,562 | $397.8K | 0.05% | +1,018+28.7% | Added |
| Sara-Bay Financial | 4,531 | $396.8K | 0.12% | +398+9.6% | Added |
| Hummer Financial Advisory Services Inc | 4,550 | $396.8K | 0.28% | 00.0% | Unchanged |
| SCS Capital Management LLC | 4,547 | $396.5K | 0.00% | −927−16.9% | Reduced |
| Gradient Investments LLC | 4,546 | $396.4K | 0.01% | −167−3.5% | Reduced |
| Truvestments Capital LLC | 4,546 | $396.4K | 0.07% | +23+0.5% | Added |
| Bedel Financial Consulting, Inc. | 4,539 | $395.8K | 0.04% | +459+11.3% | Added |
| J. L. Bainbridge & Co., Inc. | 4,531 | $395.1K | 0.03% | +4+0.1% | Added |
| Rise Advisors, LLC | 4,512 | $393.4K | 0.14% | −359−7.4% | Reduced |
| Titleist Asset Management, LLC | 4,507 | $393.0K | 0.03% | +2,283+102.7% | Added |
| Members Wealth LLC | 4,449 | $392.2K | 0.25% | +24+0.5% | Added |
| Huntleigh Advisors, Inc. | 4,495 | $392.0K | 0.07% | +518+13.0% | Added |
| Coppell Advisory Solutions LLC | 4,468 | $391.3K | 0.04% | −391−8.0% | Reduced |
| Fortis Advisors, LLC | 4,475 | $390.2K | 0.21% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,468 | $389.6K | 0.01% | +4,468 | New |
| Investment House LLC | 4,458 | $388.8K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 4,458 | $388.7K | 0.04% | −524−10.5% | Reduced |
| Heritage Wealth Management, Inc. | 4,456 | $388.6K | 0.11% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 4,454 | $388.4K | 0.08% | 00.0% | Unchanged |
| Firestone Capital Management | 4,451 | $388.1K | 0.08% | −113−2.5% | Reduced |
| Sovran Advisors, LLC | 4,369 | $387.9K | 0.03% | +156+3.7% | Added |
| Willis Investment Counsel | 4,447 | $387.8K | 0.02% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 4,445 | $387.6K | 0.03% | +16+0.4% | Added |
| Crestwood Advisors Group LLC | 4,440 | $387.1K | 0.01% | −251−5.4% | Reduced |
| First Business Financial Services, Inc. | 4,434 | $386.6K | 0.04% | −2,791−38.6% | Reduced |
| Spinnaker Trust | 4,428 | $386.1K | 0.02% | +500+12.7% | Added |
| Crews Bank & Trust | 4,425 | $385.9K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,415 | $385.0K | 0.02% | −6−0.1% | Reduced |
| Quent Capital, LLC | 4,404 | $384.0K | 0.03% | −17−0.4% | Reduced |
| Premier Path Wealth Partners, LLC | 4,403 | $384.0K | 0.05% | +254+6.1% | Added |
| Sax Wealth Advisors, LLC | 4,402 | $383.8K | 0.02% | +4,402 | New |
| Relyea Zuckerberg Hanson LLC | 4,387 | $382.5K | 0.04% | +182+4.3% | Added |