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 |
|---|---|---|---|---|---|
| Peak Retirement Planning, Inc. | 3,682 | $321.0K | 0.08% | −110−2.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,679 | $320.8K | 0.08% | +4+0.1% | Added |
| Retirement Income Solutions, Inc | 3,673 | $320.3K | 0.05% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 3,658 | $319.0K | 0.31% | +3,658 | New |
| Magnolia Wealth Management, LLC | 3,656 | $318.8K | 0.19% | +164+4.7% | Added |
| Holos Integrated Wealth LLC | 3,653 | $318.5K | 0.18% | +562+18.2% | Added |
| Stronghold Wealth Management L.L.C. | 3,650 | $318.3K | 0.47% | +3,650 | New |
| King Wealth | 3,643 | $318.0K | 0.04% | −140−3.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,641 | $317.5K | 0.20% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 3,636 | $317.1K | 0.09% | +603+19.9% | Added |
| Keb Asset Management, LLC | 3,633 | $316.8K | 0.06% | +30+0.8% | Added |
| Arlington Trust Co LLC | 3,625 | $316.1K | 0.03% | −2,015−35.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 3,617 | $315.4K | 0.12% | −1,093−23.2% | Reduced |
| Private Wealth Asset Management, LLC | 3,611 | $314.9K | 0.03% | −184−4.8% | Reduced |
| IFC Advisors LLC | 3,585 | $312.6K | 0.05% | −10−0.3% | Reduced |
| Clarius Group, LLC | 3,576 | $311.8K | 0.02% | +2+0.1% | Added |
| Good Steward Wealth Advisors,LLC | 3,575 | $311.7K | 0.21% | −601−14.4% | Reduced |
| Transcend Wealth Collective, LLC | 3,566 | $310.9K | 0.02% | −1,667−31.9% | Reduced |
| Sunbelt Securities, Inc. | 3,551 | $309.6K | 0.02% | −12−0.3% | Reduced |
| Maridea Wealth Management LLC | 3,547 | $309.3K | 0.05% | −1,982−35.8% | Reduced |
| FLC Capital Advisors | 3,544 | $309.0K | 0.06% | −4−0.1% | Reduced |
| PFC Capital Group, Inc. | 3,550 | $309.0K | 0.13% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,535 | $308.3K | 0.02% | −4,439−55.7% | Reduced |
| World Equity Group, Inc. | 3,534 | $308.2K | 0.09% | −4,670−56.9% | Reduced |
| Satovsky Asset Management LLC | 3,533 | $308.1K | 0.06% | +30+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,531 | $307.9K | 0.01% | +1,036+41.5% | Added |
| Madden Securities Corp | 3,525 | $307.4K | 0.09% | −50−1.4% | Reduced |
| First Financial Bankshares Inc | 3,509 | $306.0K | 0.01% | +422+13.7% | Added |
| Brookwood Investment Group LLC | 3,501 | $305.3K | 0.04% | +500+16.7% | Added |
| St. Louis Trust Co | 3,500 | $305.2K | 0.03% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 3,488 | $304.2K | 0.07% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,494 | $304.0K | 0.13% | −10.0% | Reduced |
| Belleair Asset Management, LLC | 3,480 | $303.5K | 0.29% | +3,480 | New |
| Power Wealth Management LLC | 3,477 | $303.2K | 0.11% | +18+0.5% | Added |
| Cromwell Holdings LLC | 3,459 | $301.6K | 0.16% | −127−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,454 | $301.2K | 0.00% | −68,069−95.2% | Reduced |
| Cannon Wealth Management Services, LLC | 3,448 | $300.7K | 0.21% | −18−0.5% | Reduced |
| Resonant Capital Advisors, LLC | 3,448 | $300.7K | 0.02% | −1,161−25.2% | Reduced |
| Morris Financial Concepts, Inc. | 3,443 | $300.2K | 0.11% | −53−1.5% | Reduced |
| WealthBridge Capital Management, LLC | 3,443 | $300.2K | 0.07% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,438 | $299.8K | 0.06% | +13+0.4% | Added |
| Financial Engines Advisors L.L.C. | 3,408 | $297.2K | 0.00% | −2,105−38.2% | Reduced |
| Beck Mack & Oliver LLC | 3,400 | $296.5K | 0.01% | 00.0% | Unchanged |
| Financial Harvest, LLC | 3,378 | $294.6K | 0.18% | −3−0.1% | Reduced |
| DLK Investment Management, LLC | 3,375 | $294.3K | 0.11% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,374 | $294.2K | 0.00% | −74−2.1% | Reduced |
| Signal Advisors Wealth, LLC | 3,373 | $294.1K | 0.02% | −55−1.6% | Reduced |
| Appleton Partners Inc | 3,375 | $294.0K | 0.02% | 00.0% | Unchanged |
| Code Waechter LLC | 3,354 | $292.5K | 0.19% | −532−13.7% | Reduced |
| Stonebridge Capital Advisors LLC | 3,353 | $292.3K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,350 | $292.1K | 0.12% | +22+0.7% | Added |
| Sentry Investment Management LLC | 3,345 | $292.0K | 0.19% | +501+17.6% | Added |
| Oppenheimer Asset Management Inc. | 3,345 | $291.7K | 0.00% | −124−3.6% | Reduced |
| DF Dent & Co Inc | 3,341 | $291.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,334 | $290.7K | 0.05% | +1,438+75.8% | Added |
| May Hill Capital, LLC | 3,333 | $290.7K | 0.08% | +37+1.1% | Added |
| Founders Financial Alliance, LLC | 3,333 | $290.6K | 0.05% | +886+36.2% | Added |
| MidWestOne Financial Group, Inc. | 3,332 | $290.6K | 0.03% | −200−5.7% | Reduced |
| Mallini Complete Financial Planning LLC | – | $290.5K | 0.23% | – | – |
| Madrona Financial Services, LLC | 3,330 | $290.4K | 0.06% | −59−1.7% | Reduced |
| Capital City Trust Co | 3,321 | $289.6K | 0.06% | −46−1.4% | Reduced |
| Joel Isaacson & Co., LLC | 3,318 | $289.3K | 0.01% | +261+8.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,317 | $289.2K | 0.12% | −550−14.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,307 | $288.4K | 0.01% | −84,166−96.2% | Reduced |
| Alpha Omega Wealth Management LLC | 3,307 | $288.4K | 0.05% | 00.0% | Unchanged |
| AMG National Trust Bank | 3,303 | $288.1K | 0.01% | +191+6.1% | Added |
| Moody National Bank Trust Division | 3,298 | $287.6K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,295 | $287.3K | 0.05% | +9+0.3% | Added |
| CDKV Holdings LLC | 3,294 | $287.2K | 0.25% | +3,294 | New |
| FSA Investment Group, LLC | 3,293 | $287.1K | 0.18% | +47+1.4% | Added |
| Richard Young Associates, Ltd. | 3,292 | $287.1K | 0.22% | +3,292 | New |
| Summit Wealth Partners, LLC | 3,290 | $286.9K | 0.05% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,283 | $286.3K | 0.07% | +221+7.2% | Added |
| MBE Wealth Management, LLC | 3,282 | $286.2K | 0.12% | +2+0.1% | Added |
| Pure Portfolios Holdings LLC | 3,281 | $286.1K | 0.09% | +3+0.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $285.5K | 0.21% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,270 | $285.2K | 0.07% | +11+0.3% | Added |
| SkyOak Wealth, LLC | 3,265 | $284.7K | 0.05% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 3,262 | $284.4K | 0.07% | +10.0% | Added |
| Expressive Wealth LLC | 3,258 | $284.1K | 0.31% | +3,258 | New |
| Genesis Private Wealth, LLC | 3,257 | $284.0K | 0.09% | +39+1.2% | Added |
| WealthPoint Financial, LLC | 3,250 | $283.4K | 0.25% | +3,250 | New |
| Neville Rodie & Shaw Inc | 3,245 | $283.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,257 | $282.9K | 0.03% | +668+25.8% | Added |
| Leslie Global Wealth, LLC | 3,235 | $282.1K | 0.13% | −155−4.6% | Reduced |
| Intellus Advisors LLC | 3,225 | $281.2K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,221 | $280.9K | 0.06% | +36+1.1% | Added |
| LOM Asset Management Ltd | 3,215 | $280.3K | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 3,207 | $279.6K | 0.06% | −280−8.0% | Reduced |
| Biltmore Wealth Management, LLC | 3,201 | $279.1K | 0.11% | +3+0.1% | Added |
| Wedgewood Investors Inc | 3,200 | $279.0K | 0.32% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 3,200 | $279.0K | 0.03% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,194 | $278.5K | 0.10% | +690+27.6% | Added |
| Zhang Financial LLC | 3,193 | $278.4K | 0.01% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 3,188 | $278.0K | 0.04% | −289−8.3% | Reduced |
| Sittner & Nelson, LLC | 3,086 | $278.0K | 0.10% | −175−5.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,184 | $277.0K | 0.04% | +638+25.1% | Added |
| Nalls Sherbakoff Group, LLC | 3,162 | $275.7K | 0.20% | +126+4.2% | Added |
| Aspen Grove Capital, LLC | 3,160 | $275.6K | 0.05% | −118−3.6% | Reduced |
| Onefund, LLC | 3,158 | $275.4K | 0.16% | +176+5.9% | Added |