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 |
|---|---|---|---|---|---|
| Eagle Wealth Strategies LLC | 3,156 | $275.2K | 0.13% | −12−0.4% | Reduced |
| Choate Investment Advisors | 3,151 | $274.8K | 0.01% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 3,145 | $274.2K | 0.16% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 3,139 | $273.7K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 3,138 | $273.6K | 0.03% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,137 | $273.5K | 0.04% | 00.0% | Unchanged |
| BCS Private Wealth Management, Inc. | 3,130 | $272.9K | 0.09% | +100+3.3% | Added |
| Financial Partners Group, Inc | 3,047 | $272.1K | 0.03% | −64−2.1% | Reduced |
| Howard Bailey Securities, LLC | 3,115 | $271.6K | 0.11% | +3,115 | New |
| MCF Advisors LLC | 3,112 | $271.4K | 0.01% | +656+26.7% | Added |
| Signature Estate & Investment Advisors LLC | 3,111 | $271.3K | 0.01% | −291−8.6% | Reduced |
| Segment Wealth Management, LLC | 3,110 | $271.2K | 0.02% | +3,110 | New |
| Sapient Capital LLC | 3,092 | $270.8K | 0.00% | +22+0.7% | Added |
| SageGuard Financial Group, LLC | 3,104 | $270.7K | 0.04% | +3,104 | New |
| Brendel Financial Advisors LLC | 3,100 | $270.3K | 0.13% | 00.0% | Unchanged |
| Colonial Trust Co | 3,100 | $270.3K | 0.04% | +22+0.7% | Added |
| Buffalo Business & Estate Services Ltd | 3,096 | $269.9K | 0.04% | +3,096 | New |
| Gilman Hill Asset Management, LLC | 3,095 | $269.9K | 0.04% | +111+3.7% | Added |
| Value Investment Professionals, LLC | 3,094 | $269.8K | 0.28% | +3,094 | New |
| Cambria Investment Management, L.P. | 3,092 | $269.6K | 0.02% | +3,092 | New |
| Financial Planning Hawaii, Inc. | 3,090 | $269.4K | 0.16% | +3,090 | New |
| Zullo Investment Group, Inc. | 3,085 | $269.0K | 0.10% | −39−1.2% | Reduced |
| Sound Portfolio Advisors, LLC | 3,079 | $268.5K | 0.23% | +3,079 | New |
| Capital Planning Advisors, LLC | 3,076 | $268.2K | 0.04% | +103+3.5% | Added |
| KLCM Advisors, Inc. | 3,074 | $268.1K | 0.02% | −354−10.3% | Reduced |
| Duncan Williams Asset Management, LLC | 2,969 | $268.1K | 0.07% | +12+0.4% | Added |
| Tulsa Wealth Advisors, INC | 3,072 | $267.9K | 0.09% | +3,072 | New |
| Verus Capital Partners, LLC | 3,057 | $266.6K | 0.02% | +926+43.5% | Added |
| Kaydan Wealth Management, Inc. | 3,051 | $266.0K | 0.08% | +10.0% | Added |
| Leigh Baldwin & Co., LLC | 3,045 | $266.0K | 0.17% | −161−5.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,050 | $266.0K | 0.02% | +3,050 | New |
| Brown Financial Advisory | 3,043 | $265.4K | 0.13% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3,041 | $265.2K | 0.11% | +2+0.1% | Added |
| STAR Financial Bank | 3,040 | $265.1K | 0.14% | −260−7.9% | Reduced |
| Gateway Investment Advisers LLC | 3,040 | $265.1K | 0.00% | +272+9.8% | Added |
| Rossmore Private Capital | 3,024 | $263.7K | 0.02% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 3,022 | $263.5K | 0.18% | +3,022 | New |
| Cultivar Capital, Inc. | 3,005 | $262.0K | 0.17% | −40−1.3% | Reduced |
| Investors Asset Management of Georgia Inc | 3,002 | $261.8K | 0.11% | 00.0% | Unchanged |
| Ridgeline Wealth, LLC | 3,002 | $261.8K | 0.18% | +100+3.4% | Added |
| KKM Financial LLC | 3,001 | $261.7K | 0.05% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 3,000 | $261.6K | 0.07% | +3,000 | New |
| Anchor Capital Advisors LLC | 3,000 | $261.6K | 0.01% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $261.6K | 0.16% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 3,000 | $261.6K | 0.05% | +3,000 | New |
| First National Bank & Trust Co of Newtown | 2,991 | $260.8K | 0.05% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,985 | $260.4K | 0.15% | +10.0% | Added |
| Princeton Global Asset Management LLC | 2,983 | $260.2K | 0.04% | +2+0.1% | Added |
| Barnett & Company, Inc. | 2,983 | $260.1K | 0.21% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,978 | $259.6K | 0.04% | −327−9.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,728 | $259.6K | 0.06% | −3,143−53.5% | Reduced |
| First American Trust, FSB | 2,972 | $259.2K | 0.02% | −1,734−36.8% | Reduced |
| Strategic Advisors LLC | 2,971 | $259.1K | 0.04% | +147+5.2% | Added |
| Baron Wealth Management LLC | 2,965 | $258.6K | 0.08% | −1,018−25.6% | Reduced |
| USAdvisors Wealth Management, LLC | 2,969 | $258.0K | 0.09% | −17−0.6% | Reduced |
| North Star Asset Management Inc | 2,957 | $257.9K | 0.01% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,942 | $256.6K | 0.03% | −149−4.8% | Reduced |
| Lazari Capital Management, Inc. | 2,938 | $256.2K | 0.09% | −30−1.0% | Reduced |
| HC Advisors, LLC | 2,938 | $256.2K | 0.18% | −1,050−26.3% | Reduced |
| Elite Financial, Inc. | 2,937 | $256.0K | 0.12% | +6+0.2% | Added |
| Luts & Greenleigh Group, Inc | 2,925 | $255.1K | 0.22% | +3+0.1% | Added |
| Harvey Investment Co LLC | 2,926 | $255.0K | 0.03% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 2,921 | $254.7K | 0.04% | −100−3.3% | Reduced |
| Walsh & Associates, LLC | 2,920 | $254.6K | 0.25% | +2,920 | New |
| Davis Investment Partners, LLC | 2,921 | $254.6K | 0.09% | +2+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 2,915 | $254.2K | 0.11% | +2,542+681.5% | Added |
| HORAN Wealth, LLC | 2,913 | $254.0K | 0.04% | −92−3.1% | Reduced |
| Dover Advisors, LLC | 2,911 | $253.8K | 0.10% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,907 | $253.5K | 0.03% | +2,907 | New |
| First Citizens Financial Corp | 2,905 | $253.3K | 0.13% | −650−18.3% | Reduced |
| Argus Investors' Counsel, Inc. | 2,905 | $253.3K | 0.20% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,902 | $253.1K | 0.18% | +4+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 2,900 | $252.9K | 0.04% | +460+18.9% | Added |
| Jacobsen Capital Management | 2,897 | $252.6K | 0.08% | −55−1.9% | Reduced |
| N.E.W. Advisory Services LLC | 2,895 | $252.4K | 0.02% | +16+0.6% | Added |
| Rainey & Randall Investment Management Inc. | 2,895 | $252.4K | 0.04% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 2,892 | $252.1K | 0.15% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2,888 | $251.8K | 0.14% | +2,888 | New |
| Councilmark Asset Management, LLC | 2,883 | $251.4K | 0.14% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 2,880 | $251.1K | 0.18% | +3+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 2,879 | $251.1K | 0.04% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,879 | $251.0K | 0.02% | −748−20.6% | Reduced |
| 44 Wealth Management LLC | 2,874 | $250.6K | 0.08% | +21+0.7% | Added |
| Simon Quick Advisors, LLC | 2,867 | $250.0K | 0.01% | +331+13.1% | Added |
| Keystone Financial Group, Inc. | 2,862 | $249.6K | 0.13% | +14+0.5% | Added |
| Glass Wealth Management Co LLC | 2,860 | $249.4K | 0.10% | 00.0% | Unchanged |
| New Hampshire Trust | 2,857 | $249.1K | 0.05% | −1,162−28.9% | Reduced |
| Parkside Financial Bank & Trust | 2,852 | $248.7K | 0.02% | −285−9.1% | Reduced |
| Enclave Advisors LLC | 2,846 | $248.2K | 0.04% | −949−25.0% | Reduced |
| Berkshire Bank | 2,843 | $247.9K | 0.05% | −91−3.1% | Reduced |
| Optivise Advisory Services LLC | 2,840 | $247.7K | 0.14% | +2,840 | New |
| Haven Capital Group, Inc. | 2,825 | $246.0K | 0.23% | 00.0% | Unchanged |
| Corsicana & Co. | 2,820 | $245.9K | 0.14% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 2,817 | $245.6K | 0.08% | −56−1.9% | Reduced |
| Ardent Capital Management, Inc. | 2,815 | $245.5K | 0.10% | −27−1.0% | Reduced |
| Octavia Wealth Advisors, LLC | 2,826 | $245.2K | 0.02% | −249−8.1% | Reduced |
| Worth Asset Management, LLC | 2,809 | $244.9K | 0.10% | −109−3.7% | Reduced |
| Ipsen Advisor Group LLC | 2,802 | $244.3K | 0.17% | −94−3.2% | Reduced |
| McMillan Office, Inc. | 2,800 | $244.2K | 0.03% | +2,800 | New |
| Great Diamond Partners, LLC | 2,795 | $243.7K | 0.05% | −67−2.3% | Reduced |