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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 2,793 | $243.6K | 0.02% | +2,793 | New |
| Gerber, LLC | 2,783 | $242.6K | 0.14% | +6+0.2% | Added |
| Providence First Trust Co | 2,780 | $242.4K | 0.08% | −16,166−85.3% | Reduced |
| Evanson Asset Management, LLC | 2,779 | $242.3K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,774 | $241.9K | 0.02% | +2,774 | New |
| Rodgers & Associates, LTD | 2,773 | $241.8K | 0.02% | +23+0.8% | Added |
| Pine Haven Investment Counsel, Inc | 2,773 | $241.8K | 0.17% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,768 | $241.4K | 0.06% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,765 | $241.1K | 0.15% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,764 | $241.1K | 0.08% | −79−2.8% | Reduced |
| Chelsea Counsel Co | 2,764 | $241.0K | 0.10% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,756 | $240.3K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,752 | $240.0K | 0.04% | +612+28.6% | Added |
| Alteri Wealth LLC | 2,746 | $239.5K | 0.08% | +24+0.9% | Added |
| Liberty Capital Management, Inc. | 2,744 | $239.3K | 0.04% | −12−0.4% | Reduced |
| Strategic Financial Services, Inc, | 2,655 | $239.2K | 0.01% | −39−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,735 | $238.5K | 0.06% | −399−12.7% | Reduced |
| PKS Advisory Services, LLC | 2,734 | $238.4K | 0.05% | −10−0.4% | Reduced |
| CRA Financial Services, LLC | 2,733 | $238.3K | 0.03% | −150−5.2% | Reduced |
| Ironwood Investment Counsel, LLC | 2,726 | $237.8K | 0.03% | −125−4.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,716 | $237.7K | 0.00% | +93+3.5% | Added |
| Sentinus, LLC | 2,717 | $236.9K | 0.02% | +2,717 | New |
| Pavion Blue Capital, LLC | 2,715 | $236.7K | 0.10% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,708 | $236.1K | 0.15% | +242+9.8% | Added |
| Callahan Advisors, LLC | 2,700 | $235.4K | 0.02% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,698 | $235.3K | 0.15% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 2,698 | $235.3K | 0.06% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,698 | $235.3K | 0.08% | +7+0.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $235.1K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,685 | $234.1K | 0.03% | +2,685 | New |
| Legacy Edge Advisors, LLC | 2,679 | $233.6K | 0.03% | −50−1.8% | Reduced |
| PFG Private Wealth Management, LLC | 2,679 | $233.6K | 0.10% | +2,679 | New |
| PYA Waltman Capital, LLC | 2,676 | $233.3K | 0.06% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 2,671 | $232.9K | 0.09% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 2,671 | $232.9K | 0.03% | +360+15.6% | Added |
| Kathmere Capital Management, LLC | 2,669 | $232.7K | 0.02% | −177−6.2% | Reduced |
| Alexander Labrunerie & Co., Inc. | 2,669 | $232.7K | 0.08% | +83+3.2% | Added |
| ORG Partners LLC | 2,668 | $232.6K | 0.04% | −155−5.5% | Reduced |
| KW Wealth Management LLC | 2,664 | $232.3K | 0.35% | 00.0% | Unchanged |
| Unified Investment Management | 2,661 | $232.0K | 0.23% | +2+0.1% | Added |
| First Manhattan Co | 2,660 | $232.0K | 0.00% | +85+3.3% | Added |
| Capital Group Private Client Services, Inc. | 2,658 | $231.8K | 0.00% | −3,957−59.8% | Reduced |
| Davis R M Inc | 2,657 | $231.7K | 0.00% | −321−10.8% | Reduced |
| Zevin Asset Management LLC | 2,650 | $231.1K | 0.03% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 2,646 | $230.8K | 0.34% | +2,646 | New |
| Founders Financial Securities LLC | 2,644 | $230.6K | 0.01% | +155+6.2% | Added |
| Gryphon Financial Partners LLC | 2,643 | $230.5K | 0.02% | +53+2.0% | Added |
| Meriwether Wealth & Planning, LLC | 2,642 | $230.4K | 0.13% | +15+0.6% | Added |
| Xxi Wealth, LLC | 2,641 | $230.3K | 0.14% | +2,641 | New |
| Tevis Investment Management | 2,425 | $229.8K | 0.14% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 2,635 | $229.8K | 0.01% | +10+0.4% | Added |
| V. M. Manning & Co., Inc. | 2,633 | $229.6K | 0.23% | −147−5.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,628 | $229.2K | 0.01% | −557−17.5% | Reduced |
| Nova R Wealth, Inc. | 2,622 | $228.6K | 0.08% | +2+0.1% | Added |
| Frederick Financial Consultants, LLC | 2,616 | $228.1K | 0.12% | −260−9.0% | Reduced |
| Finer Wealth Management, Inc. | 2,615 | $228.1K | 0.11% | +11+0.4% | Added |
| Barlow Wealth Partners, Inc. | 2,620 | $228.0K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,611 | $227.7K | 0.03% | +6+0.2% | Added |
| Laffer Tengler Investments | 2,608 | $227.4K | 0.03% | 00.0% | Unchanged |
| Floyd Financial Group LLC | 2,411 | $227.3K | 0.15% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 2,606 | $227.3K | 0.02% | +2,606 | New |
| Chickasaw Capital Management LLC | 2,600 | $227.0K | 0.01% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,606 | $227.0K | 0.01% | +2,606 | New |
| Buttonwood Financial Advisors Inc. | 2,600 | $226.7K | 0.08% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,598 | $226.5K | 0.04% | −99−3.7% | Reduced |
| WealthShield Partners, LLC | 2,590 | $225.9K | 0.02% | +2+0.1% | Added |
| Delta Investment Management, LLC | 2,581 | $225.0K | 0.04% | +10.0% | Added |
| Longboard Asset Management, LP | 2,573 | $224.4K | 1.43% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,565 | $223.7K | 0.01% | −210−7.6% | Reduced |
| Brighton Securities Corp. | 2,564 | $223.6K | 0.11% | −173−6.3% | Reduced |
| Aldebaran Financial Inc. | 2,550 | $223.3K | 0.21% | +200+8.5% | Added |
| Patton Fund Management, Inc. | 2,556 | $222.9K | 0.03% | +121+5.0% | Added |
| Per Stirling Capital Management, LLC. | 2,553 | $222.6K | 0.02% | +13+0.5% | Added |
| LMCG Investments, LLC | 2,550 | $222.4K | 0.01% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 2,545 | $221.9K | 0.09% | +3+0.1% | Added |
| Abacus Planning Group, Inc. | 2,543 | $221.8K | 0.03% | +165+6.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,540 | $221.5K | 0.07% | −40−1.6% | Reduced |
| Leonteq Securities AG | 2,538 | $221.3K | 0.01% | +891+54.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,536 | $221.1K | 0.00% | +10.0% | Added |
| Everhart Financial Group, Inc. | 2,532 | $220.8K | 0.02% | −808−24.2% | Reduced |
| Whalen Wealth Management Inc. | 2,528 | $220.4K | 0.12% | +22+0.9% | Added |
| Eurizon SLJ Capital Ltd | 2,527 | $220.4K | 0.09% | +2,527 | New |
| Triton Wealth Management, PLLC | 2,449 | $219.9K | 0.08% | 00.0% | Unchanged |
| Accel Wealth Management | 2,520 | $219.8K | 0.06% | +151+6.4% | Added |
| Continuum Advisory, LLC | 2,519 | $219.7K | 0.02% | −533−17.5% | Reduced |
| Santori & Peters | 2,507 | $218.6K | 0.07% | +14+0.6% | Added |
| Fayez Sarofim & Co | 2,500 | $218.0K | 0.00% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $218.0K | 0.12% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $218.0K | 0.16% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,462 | $217.4K | 0.03% | +2,423+6,212.8% | Added |
| Founders Grove Wealth Partners, LLC | 2,490 | $217.1K | 0.05% | +2,490 | New |
| Forbes J M & Co LLP | 2,488 | $217.0K | 0.02% | 00.0% | Unchanged |
| William John Sempolinski | 2,488 | $217.0K | 0.11% | +2,488 | New |
| Monetary Solutions, Ltd | 2,483 | $216.5K | 0.21% | +2,483 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 2,479 | $216.2K | 0.07% | −26−1.0% | Reduced |
| Advisortrust Partners, LLC | 2,476 | $215.9K | 0.09% | +2,476 | New |
| Stonebrook Private Inc. | 2,475 | $215.8K | 0.05% | +26+1.1% | Added |
| Indiana Trust & Investment Management CO | 2,475 | $215.8K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,471 | $215.5K | 0.34% | +2,471 | New |
| Wood Tarver Financial Group, LLC | 2,473 | $215.0K | 0.06% | −53−2.1% | Reduced |