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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 2,463 | $215.0K | 0.11% | +153+6.6% | Added |
| Alpine Bank Wealth Management | 2,460 | $214.5K | 0.03% | 00.0% | Unchanged |
| Athena Investment Management | 2,458 | $214.3K | 0.11% | 00.0% | Unchanged |
| Innova Wealth Partners | 2,458 | $214.3K | 0.11% | +76+3.2% | Added |
| Fiduciary Planning LLC | 2,453 | $213.9K | 0.06% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,446 | $213.3K | 0.01% | +120+5.2% | Added |
| Heritage Investment Group, Inc. | 2,444 | $213.1K | 0.03% | +2,444 | New |
| DT Investment Partners, LLC | 2,437 | $212.5K | 0.02% | +236+10.7% | Added |
| Opinicus Capital, Inc. | 2,431 | $212.0K | 0.15% | +21+0.9% | Added |
| Curran Financial Partners, LLC | 2,429 | $211.8K | 0.04% | +269+12.5% | Added |
| Williams Jones Wealth Management, LLC. | 2,425 | $211.5K | 0.00% | −353−12.7% | Reduced |
| Brian Low Financial Group, LLC | 2,425 | $211.4K | 0.15% | +10.0% | Added |
| Live Oak Investment Partners | 2,422 | $211.2K | 0.13% | 00.0% | Unchanged |
| Searcy Financial Services Inc | 2,415 | $210.6K | 0.08% | −379−13.6% | Reduced |
| Tennessee Valley Asset Management Partners | 2,409 | $210.1K | 0.03% | −1,684−41.1% | Reduced |
| Saxony Capital Management, LLC | 2,409 | $210.0K | 0.13% | −128−5.0% | Reduced |
| Pursuit Wealth Strategies, LLC | 2,408 | $210.0K | 0.29% | +2,408 | New |
| Prevail Innovative Wealth Advisors, LLC | 2,405 | $209.7K | 0.04% | −8−0.3% | Reduced |
| Forbes Financial Planning, Inc. | 2,404 | $209.6K | 0.12% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,401 | $209.4K | 0.03% | +272+12.8% | Added |
| Warren Street Wealth Advisors, LLC | 2,400 | $209.3K | 0.06% | +262+12.3% | Added |
| waypoint wealth counsel | 2,392 | $208.6K | 0.08% | −50−2.0% | Reduced |
| Essex Investment Management Co LLC | 2,391 | $208.5K | 0.03% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,389 | $208.3K | 0.09% | 00.0% | Unchanged |
| Partners in Financial Planning | 2,386 | $208.1K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,385 | $208.0K | 0.02% | +112+4.9% | Added |
| Axecap Investments, LLC | 2,377 | $207.3K | 0.13% | +19+0.8% | Added |
| MPS Loria Financial Planners, LLC | 2,374 | $207.0K | 0.05% | 00.0% | Unchanged |
| Bank of Stockton | 2,370 | $206.7K | 0.06% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 2,366 | $206.3K | 0.06% | +166+7.5% | Added |
| Traveka Wealth, LLC | 2,365 | $206.3K | 0.08% | −209−8.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,363 | $206.1K | 0.13% | +70+3.1% | Added |
| Oak Family Advisors, LLC | 2,363 | $206.1K | 0.06% | 00.0% | Unchanged |
| Vines Capital Management, LLC | 2,359 | $205.7K | 0.20% | +2,359 | New |
| William B. Walkup & Associates, Inc. | 2,358 | $205.6K | 0.11% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 2,356 | $205.4K | 0.28% | +185+8.5% | Added |
| Wealth Architects, LLC | 2,348 | $204.7K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Management, LLC | 2,346 | $204.6K | 0.06% | +2,346 | New |
| Atlanta Consulting Group Advisors, LLC | 2,344 | $204.4K | 0.05% | +95+4.2% | Added |
| Heartland Bank & Trust Co | 2,340 | $204.0K | 0.09% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 2,327 | $203.0K | 0.10% | +19+0.8% | Added |
| Sonata Capital Group Inc | 2,325 | $202.7K | 0.07% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 2,325 | $202.7K | 0.09% | 00.0% | Unchanged |
| R.H. Investment Group, LLC | 2,317 | $202.0K | 0.17% | 00.0% | Unchanged |
| Bernicke Wealth Management, Ltd. | 2,311 | $201.5K | 0.03% | +2,311 | New |
| Magnetar Financial LLC | 2,309 | $201.3K | 0.00% | −8,018−77.6% | Reduced |
| DGS Capital Management, LLC | 2,309 | $201.3K | 0.03% | +2,309 | New |
| Parthenon LLC | 2,307 | $201.2K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,305 | $201.0K | 0.02% | −234−9.2% | Reduced |
| Tudor Financial Inc. | 2,300 | $200.6K | 0.10% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 2,300 | $200.6K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 2,300 | $200.6K | 0.07% | +40+1.8% | Added |
| Legacy Bridge, LLC | 2,300 | $200.6K | 0.08% | +205+9.8% | Added |
| Alamar Capital Management, LLC | 2,298 | $200.4K | 0.11% | 00.0% | Unchanged |
| Copia Wealth Management | 2,295 | $200.1K | 0.14% | 00.0% | Unchanged |
| TrustBank | 2,294 | $200.0K | 0.08% | +2,294 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,280 | $198.8K | 0.07% | +217+10.5% | Added |
| Whittier Trust Co | 2,211 | $193.5K | 0.00% | +1,020+85.6% | Added |
| Islay Capital Management, LLC | 2,203 | $192.1K | 0.11% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 2,206 | $192.0K | 0.10% | +36+1.7% | Added |
| Camelot Portfolios, LLC | 2,200 | $191.8K | 0.12% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 2,181 | $190.2K | 0.06% | −312−12.5% | Reduced |
| Stephens Consulting, LLC | 2,164 | $188.7K | 0.06% | +17+0.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $187.9K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,080 | $181.4K | 0.07% | −500−19.4% | Reduced |
| Bogart Wealth, LLC | 2,066 | $180.2K | 0.01% | +127+6.5% | Added |
| Measured Wealth Private Client Group, LLC | 2,030 | $177.0K | 0.05% | −24−1.2% | Reduced |
| Tower Trust & Investment Co | 2,006 | $174.9K | 0.11% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,005 | $174.8K | 0.10% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,000 | $174.4K | 0.15% | −1,000−33.3% | Reduced |
| Old Second National Bank of Aurora | 1,996 | $174.1K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,981 | $172.7K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 1,897 | $165.4K | 0.09% | −192−9.2% | Reduced |
| Prosperity Bancshares Inc | 1,895 | $165.2K | 0.15% | +1,895 | New |
| Ransom Advisory, Ltd | 1,866 | $162.7K | 0.06% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,865 | $162.6K | 0.03% | +258+16.1% | Added |
| Capital Advisors, Ltd. LLC | 1,850 | $161.0K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,809 | $157.8K | 0.02% | +1,809 | New |
| Proathlete Wealth Management LLC | 1,807 | $157.7K | 0.04% | +24+1.3% | Added |
| Tripletail Wealth Management, LLC | 1,800 | $157.0K | 0.20% | −79−4.2% | Reduced |
| Optiver Holding B.V. | 1,770 | $154.3K | 0.00% | +1,770 | New |
| Community Bank, N.A. | 1,750 | $152.6K | 0.02% | +200+12.9% | Added |
| Creative Financial Designs Inc | 1,735 | $151.3K | 0.01% | +392+29.2% | Added |
| S.A. Mason LLC | 1,733 | $151.1K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $150.6K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,703 | $148.5K | 0.05% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,672 | $147.6K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,671 | $145.7K | 0.03% | −4−0.2% | Reduced |
| MV Capital Management, Inc. | 1,654 | $144.2K | 0.01% | +1+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,652 | $144.1K | 0.05% | +1,402+560.8% | Added |
| Capula Management Ltd | 1,601 | $139.6K | 0.00% | +1,601 | New |
| Basecamp Wealth Advisors LLC | 1,588 | $138.5K | 0.03% | +1,588 | New |
| Deseret Mutual Benefit Administrators | 1,558 | $135.9K | 0.06% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,550 | $135.1K | 0.05% | −2,181−58.5% | Reduced |
| Center for Financial Planning, Inc. | 1,539 | $134.2K | 0.01% | +180+13.2% | Added |
| DV Equities, LLC | 1,533 | $133.7K | 0.02% | +1,533 | New |
| Gen-Wealth Partners Inc | 1,510 | $131.7K | 0.04% | −82−5.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,501 | $130.9K | 0.05% | +993+195.5% | Added |
| Acima Private Wealth, LLC | 1,500 | $130.8K | 0.04% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,488 | $130.1K | 0.00% | 00.0% | Unchanged |