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 |
|---|---|---|---|---|---|
| Hall Capital Management Co Inc | 4,378 | $381.8K | 0.15% | −8−0.2% | Reduced |
| Auxano Advisors, LLC | 4,371 | $381.2K | 0.08% | −286−6.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,368 | $380.9K | 0.13% | +5+0.1% | Added |
| Bullock Wealth Management Group | 4,363 | $380.5K | 0.19% | −8−0.2% | Reduced |
| Flaharty Asset Management, LLC | 4,350 | $379.3K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Group | 4,344 | $378.8K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,316 | $377.7K | 0.02% | +52+1.2% | Added |
| B&L Asset Management LLC | 4,330 | $377.6K | 0.17% | +4,330 | New |
| GeoWealth Management, LLC | 4,330 | $377.6K | 0.01% | −359−7.7% | Reduced |
| Longview Financial Advisors, Inc. | 4,318 | $376.5K | 0.26% | +5+0.1% | Added |
| Ferguson Shapiro LLC | 4,313 | $376.1K | 0.12% | +4+0.1% | Added |
| Hanlon Investment Management, Inc. | 4,311 | $375.9K | 0.21% | +884+25.8% | Added |
| Chapin Davis, Inc. | 4,291 | $374.2K | 0.09% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 4,288 | $373.9K | 0.20% | +4,288 | New |
| Drake & Associates, LLC | 4,274 | $372.7K | 0.07% | −673−13.6% | Reduced |
| Asset Dedication, LLC | 4,274 | $372.7K | 0.02% | +95+2.3% | Added |
| Patriot Investment Management Inc. | 4,262 | $371.7K | 0.02% | +912+27.2% | Added |
| 71 West Capital Partners | 4,260 | $371.5K | 0.02% | +4,260 | New |
| Independence Bank of Kentucky | 4,257 | $371.2K | 0.05% | +27+0.6% | Added |
| Iams Wealth Management, LLC | 4,251 | $370.7K | 0.13% | +1,194+39.1% | Added |
| Severin Investments, LLC | 4,242 | $369.9K | 0.33% | −3,881−47.8% | Reduced |
| David Loasby | 4,262 | $369.7K | 0.02% | −1,032−19.5% | Reduced |
| GEM Asset Management, LLC | 4,279 | $369.1K | 0.16% | −11−0.3% | Reduced |
| Meridian Financial, LLC | 4,227 | $368.6K | 0.20% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,227 | $368.6K | 0.07% | +43+1.0% | Added |
| Gentry Private Wealth, LLC | 4,218 | $367.8K | 0.23% | −773−15.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,206 | $366.8K | 0.12% | +74+1.8% | Added |
| Plante Moran Financial Advisors, LLC | 4,204 | $366.6K | 0.02% | −334−7.4% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $366.2K | 0.05% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 4,197 | $366.0K | 0.32% | −51−1.2% | Reduced |
| Level Wealth Management LLC | 4,175 | $364.1K | 0.19% | +10.0% | Added |
| Univest Financial Corp | 4,162 | $362.9K | 0.02% | −189−4.3% | Reduced |
| Keynote Financial Services LLC | 4,138 | $360.8K | 0.20% | −100−2.4% | Reduced |
| Uniting Wealth Partners, LLC | 4,133 | $360.4K | 0.11% | +4+0.1% | Added |
| Banyan Capital Management, Inc. | 4,125 | $359.7K | 0.16% | −200−4.6% | Reduced |
| Wealthspan Partners, LLC | 4,117 | $359.0K | 0.13% | +3+0.1% | Added |
| JB Capital LLC | 4,111 | $358.5K | 0.01% | −167−3.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,088 | $356.5K | 0.03% | −74−1.8% | Reduced |
| American Financial Advisors, LLC | 4,086 | $356.3K | 0.05% | +23+0.6% | Added |
| KG&L Capital Management,LLC | 4,131 | $356.3K | 0.09% | −280−6.3% | Reduced |
| OMNI 360 Wealth, Inc. | 4,028 | $356.1K | 0.18% | +400+11.0% | Added |
| Walkner Condon Financial Advisors LLC | 4,083 | $356.1K | 0.05% | +10+0.2% | Added |
| American State Bank (Iowa) | 4,081 | $355.9K | 0.17% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,070 | $354.9K | 0.05% | +122+3.1% | Added |
| Willis Johnson & Associates, Inc. | 4,062 | $354.2K | 0.02% | −128−3.1% | Reduced |
| Hanson & Doremus Investment Management | 4,061 | $354.0K | 0.04% | −9−0.2% | Reduced |
| Acropolis Investment Management, LLC | 4,057 | $353.8K | 0.02% | +825+25.5% | Added |
| Monument Capital Management | 4,019 | $350.4K | 0.09% | 00.0% | Unchanged |
| Bluedoor Private Wealth, LLC | 4,017 | $350.3K | 0.16% | +4,017 | New |
| Campion Asset Management LLC | 4,015 | $350.1K | 0.24% | −299−6.9% | Reduced |
| Quotient Wealth Partners, LLC | 4,012 | $349.9K | 0.01% | −220−5.2% | Reduced |
| Cabot Wealth Management Inc | 4,005 | $349.2K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 4,000 | $348.8K | 0.07% | −243−5.7% | Reduced |
| Elmwood Wealth Management, Inc. | 4,000 | $348.8K | 0.11% | −180−4.3% | Reduced |
| Alchemi Wealth, LLC | 3,993 | $348.3K | 0.19% | +3,993 | New |
| GF Fund Management Co. Ltd. | 3,960 | $345.3K | 0.01% | +3,960 | New |
| LCM Capital Management Inc | 3,955 | $344.9K | 0.17% | +78+2.0% | Added |
| Trilogy Capital Inc. | 3,937 | $343.3K | 0.02% | −23−0.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,933 | $343.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of the South | 3,932 | $342.9K | 0.06% | −1,025−20.7% | Reduced |
| Insigneo Advisory Services, LLC | 3,930 | $342.7K | 0.02% | +270+7.4% | Added |
| Plancorp, LLC | 3,929 | $342.6K | 0.01% | −426−9.8% | Reduced |
| Live Oak Private Wealth LLC | 3,929 | $342.6K | 0.05% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 3,924 | $342.2K | 0.18% | +652+19.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 3,921 | $341.9K | 0.10% | +3+0.1% | Added |
| NorthStar Asset Management LLC | 3,904 | $340.4K | 0.15% | +289+8.0% | Added |
| Trust Co | 3,902 | $340.3K | 0.03% | +2,724+231.2% | Added |
| Pinnacle Bancorp, Inc. | 3,898 | $339.9K | 0.10% | −60−1.5% | Reduced |
| MJP Associates Inc | 3,892 | $339.4K | 0.04% | −210−5.1% | Reduced |
| Trust Co of Toledo NA | 3,884 | $338.7K | 0.03% | −300−7.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,879 | $338.2K | 0.16% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,872 | $337.6K | 0.02% | −295−7.1% | Reduced |
| Narwhal Capital Management | 3,859 | $336.5K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,845 | $335.2K | 0.04% | −9−0.2% | Reduced |
| Tributary Capital Management, LLC | 3,825 | $333.5K | 0.03% | −1,200−23.9% | Reduced |
| United Community Bank | 3,819 | $333.0K | 0.13% | −220−5.4% | Reduced |
| Versant Capital Management, Inc | 3,818 | $332.9K | 0.04% | −1,111−22.5% | Reduced |
| AA Financial Advisors, LLC | 3,817 | $332.8K | 0.06% | +64+1.7% | Added |
| Acorns Advisers, LLC | 3,811 | $332.0K | 0.00% | +540+16.5% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $331.5K | 0.08% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 3,800 | $331.4K | 0.05% | +10.0% | Added |
| XTX Topco Ltd | 3,789 | $330.4K | 0.01% | −61,425−94.2% | Reduced |
| Fagan Associates, Inc. | 3,785 | $330.1K | 0.04% | −226−5.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,785 | $330.0K | 0.02% | +2,249+146.4% | Added |
| Catalyst Financial Partners LLC | 3,780 | $329.6K | 0.04% | −69−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,780 | $329.6K | 0.03% | +3,780 | New |
| Byrne Asset Management LLC | 3,775 | $329.2K | 0.18% | – | – |
| Virtue Capital Management, LLC | 3,775 | $329.1K | 0.05% | −9,041−70.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 3,770 | $328.7K | 0.05% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 3,750 | $327.0K | 0.10% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 3,749 | $326.9K | 0.15% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 3,739 | $326.0K | 0.15% | +3,739 | New |
| Bourne Lent Asset Management Inc | 3,731 | $325.3K | 0.11% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 3,725 | $324.8K | 0.03% | −525−12.4% | Reduced |
| Ellis Investment Partners, LLC | 3,714 | $323.9K | 0.06% | +20+0.5% | Added |
| Thompson Investment Management, Inc. | 3,710 | $323.5K | 0.04% | −36−1.0% | Reduced |
| Latitude Advisors, LLC | 3,706 | $323.2K | 0.14% | +52+1.4% | Added |
| Vantus Wealth LLC | 3,701 | $322.7K | 0.24% | +3,701 | New |
| Douglass Winthrop Advisors, LLC | 3,700 | $322.6K | 0.01% | −26−0.7% | Reduced |
| White Pine Capital LLC | 3,697 | $322.4K | 0.09% | +233+6.7% | Added |