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 |
|---|---|---|---|---|---|
| Barrett & Company, Inc. | 1,486 | $129.6K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,482 | $129.3K | 0.01% | +594+66.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $126.4K | 0.06% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,450 | $126.4K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,443 | $125.8K | 0.00% | −14,451−90.9% | Reduced |
| Group One Trading, L.P. | 1,411 | $123.0K | 0.00% | +1,411 | New |
| Toth Financial Advisory Corp | 1,397 | $121.8K | 0.01% | +12+0.9% | Added |
| Meramec Financial Planners, LLC | 1,350 | $121.6K | 0.05% | +1,350 | New |
| Westfuller Advisors, LLC | 1,382 | $120.5K | 0.05% | −1,018−42.4% | Reduced |
| Millstone Evans Group, LLC | 1,381 | $120.4K | 0.07% | +24+1.8% | Added |
| Financial Management Professionals, Inc. | 1,379 | $120.2K | 0.01% | −118−7.9% | Reduced |
| TD Capital Management LLC | 1,337 | $116.6K | 0.01% | +5+0.4% | Added |
| Walleye Capital LLC | 1,319 | $115.0K | 0.00% | −1,147−46.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,310 | $114.2K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,276 | $111.3K | 0.09% | −4,270−77.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $110.7K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,262 | $110.0K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1,256 | $109.5K | 0.06% | +75+6.4% | Added |
| Avanza Fonder AB | 1,248 | $108.8K | 0.00% | +1,248 | New |
| Quest 10 Wealth Builders, Inc. | 1,217 | $106.1K | 0.09% | −35−2.8% | Reduced |
| Nemes Rush Group LLC | 1,217 | $106.1K | 0.01% | +1,100+940.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,201 | $105.0K | 0.00% | +58+5.1% | Added |
| Knights of Columbus Asset Advisors LLC | 1,200 | $104.6K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1,188 | $103.6K | 0.05% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,187 | $103.5K | 0.02% | −34−2.8% | Reduced |
| Proffitt & Goodson Inc | 1,163 | $101.4K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,154 | $101.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,153 | $100.0K | 0.01% | −459−28.5% | Reduced |
| Hughes Financial Services, LLC | 1,119 | $97.6K | 0.02% | −22−1.9% | Reduced |
| Strategic Investment Solutions, Inc. | 1,110 | $96.8K | 0.02% | +645+138.7% | Added |
| Stone House Investment Management, LLC | 1,107 | $96.5K | 0.01% | +4+0.4% | Added |
| Ares Financial Consulting, LLC | 1,100 | $95.9K | 0.09% | +1,100 | New |
| Richardson Financial Services Inc. | 1,096 | $95.6K | 0.06% | +191+21.1% | Added |
| Optima Capital LLC | 1,075 | $93.7K | 0.04% | +1,075 | New |
| Bellevue Asset Management, LLC | 1,073 | $93.6K | 0.05% | +6+0.6% | Added |
| Vision Financial Markets LLC | 1,068 | $93.1K | 0.10% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,060 | $92.4K | 0.05% | +1,060 | New |
| Root Financial Partners, LLC | 1,049 | $91.5K | 0.00% | +69+7.0% | Added |
| Redwood Park Advisors LLC | 1,045 | $91.2K | 0.06% | +8+0.8% | Added |
| Elyxium Wealth, LLC | 1,039 | $90.6K | 0.03% | +1,039 | New |
| Tucker Asset Management LLC | 1,024 | $89.3K | 0.03% | +1,024 | New |
| Harbor Investment Advisory, LLC | 1,023 | $89.2K | 0.01% | −404−28.3% | Reduced |
| Dorato Capital Management | 1,007 | $89.0K | 0.07% | +1,007 | New |
| DAGCO, Inc. | 1,000 | $87.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 994 | $86.7K | 0.04% | +25+2.6% | Added |
| Transamerica Financial Advisors, Inc. | 990 | $86.3K | 0.01% | +358+56.6% | Added |
| American Capital Advisory, LLC | 976 | $85.1K | 0.04% | −2−0.2% | Reduced |
| GW&K Investment Management, LLC | 972 | $85.0K | 0.00% | −43−4.2% | Reduced |
| Merited Wealth, LLC | 969 | $84.5K | 0.08% | +969 | New |
| Kennebec Savings Bank | 958 | $83.5K | 0.07% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 943 | $82.2K | 0.06% | −170−15.3% | Reduced |
| Rossby Financial, LCC | 935 | $81.5K | 0.03% | −226−19.5% | Reduced |
| LRI Investments, LLC | 935 | $81.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 926 | $80.7K | 0.01% | −48−4.9% | Reduced |
| Bayban | 896 | $78.1K | 0.07% | +896 | New |
| Roxbury Financial LLC | 889 | $77.5K | 0.07% | +8+0.9% | Added |
| UMA Financial Services, Inc. | 881 | $76.8K | 0.01% | −361−29.1% | Reduced |
| Kozak & Associates, Inc. | 852 | $74.1K | 0.01% | +8+0.9% | Added |
| Hazlett, Burt & Watson, Inc. | 844 | $74.0K | 0.02% | +77+10.0% | Added |
| Chapman Financial Group, LLC | 840 | $73.2K | 0.05% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 821 | $71.6K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 819 | $71.4K | 0.03% | −630−43.5% | Reduced |
| Flagship Wealth Advisors, LLC | 800 | $69.8K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 778 | $67.8K | 0.02% | +39+5.3% | Added |
| Dunhill Financial, LLC | 768 | $67.0K | 0.02% | +13+1.7% | Added |
| Fairscale Capital, LLC | 736 | $64.2K | 0.04% | +574+354.3% | Added |
| Quaker Wealth Management, LLC | 735 | $64.1K | 0.02% | +500+212.8% | Added |
| Boyd Watterson Asset Management LLC | 734 | $64.0K | 0.02% | −12−1.6% | Reduced |
| Olistico Wealth, LLC | 722 | $63.0K | 0.03% | +722 | New |
| Wealth Enhancement Trust Services, Inc. | 722 | $63.0K | 0.01% | +722 | New |
| Acumen Wealth Advisors, LLC | 714 | $62.3K | 0.02% | +714 | New |
| Canton Hathaway, LLC | 705 | $61.5K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 700 | $61.0K | 0.05% | +700 | New |
| Purpose Unlimited Inc. | 700 | $61.0K | 0.00% | +700 | New |
| Capital Analysts, LLC | 700 | $61.0K | 0.00% | +143+25.7% | Added |
| Highline Wealth Partners LLC | 697 | $60.8K | 0.02% | −14,970−95.6% | Reduced |
| Covestor Ltd | 659 | $58.0K | 0.03% | −11−1.6% | Reduced |
| Western Pacific Wealth Management, LP | 665 | $57.9K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $57.8K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 661 | $57.6K | 0.01% | −115−14.8% | Reduced |
| Anfield Capital Management, LLC | 658 | $57.4K | 0.02% | +219+49.9% | Added |
| Kemnay Advisory Services Inc. | 647 | $56.4K | 0.01% | +647 | New |
| Wealth Watch Advisors, INC | 640 | $55.8K | 0.02% | −64−9.1% | Reduced |
| Piscataqua Savings Bank | 640 | $55.8K | 0.04% | 00.0% | Unchanged |
| Birchbrook, Inc. | 632 | $55.1K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 628 | $54.8K | 0.01% | +278+79.4% | Added |
| HighMark Wealth Management LLC | 623 | $54.3K | 0.02% | +1+0.2% | Added |
| Chung Wu Investment Group, LLC | 600 | $52.3K | 0.04% | 00.0% | Unchanged |
| Bravera Wealth | 600 | $52.3K | 0.03% | +600 | New |
| Curat Global, LLC | 574 | $52.3K | 0.06% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 592 | $51.6K | 0.05% | +592 | New |
| Garton & Associates Financial Advisors LLC | 586 | $51.1K | 0.03% | +586 | New |
| Financial Consulate, Inc | 585 | $51.0K | 0.01% | +42+7.7% | Added |
| Pacifica Partners Inc. | 580 | $50.6K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 574 | $50.1K | 0.02% | +5+0.9% | Added |
| Triumph Capital Management | 573 | $50.0K | 0.01% | +573 | New |
| Greykasell Wealth Strategies, Inc. | 566 | $49.4K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 556 | $48.5K | 0.00% | −558−50.1% | Reduced |
| Winch Advisory Services, LLC | 556 | $48.5K | 0.01% | +5+0.9% | Added |
| Tompkins Financial Corp | 555 | $48.4K | 0.00% | 00.0% | Unchanged |