Skip to main content

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ4 2025: 2,273 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ4 2025: $69.6B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2025.

Institutions holding SO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Strive Financial Group ,LLC547$47.8K0.03%+547New
MPWM Advisory Solutions, LLC544$47.5K0.03%+298+121.1%Added
Advocate Investing Services LLC529$46.2K0.04%+529New
Investment Research & Advisory Group, Inc.504$44.6K0.01%00.0%Unchanged
CNB Bank504$43.9K0.02%−14−2.7%Reduced
Hussman Strategic Advisors, Inc.500$43.6K0.01%00.0%Unchanged
Access Investment Management LLC441$41.8K0.01%00.0%Unchanged
Missouri Trust & Investment Co470$41.0K0.01%−75−13.8%Reduced
WPG Advisers, LLC466$40.6K0.03%−60−11.4%Reduced
SOA Wealth Advisors, LLC.454$39.6K0.01%−130−22.3%Reduced
Beaird Harris Wealth Management, LLC453$39.5K0.00%−10−2.2%Reduced
Cetera Trust Company, N.A450$39.2K0.02%00.0%Unchanged
Key Financial Inc449$39.2K0.01%+193+75.4%Added
Murphy & Mullick Capital Management Corp448$39.1K0.03%00.0%Unchanged
Lodestone Wealth Management LLC443$38.6K0.02%+443New
Steigerwald, Gordon & Koch Inc.439$38.3K0.00%+84+23.7%Added
Meeder Asset Management Inc428$37.3K0.00%−24−5.3%Reduced
MB, Levis & Associates, LLC425$37.0K0.02%+1+0.2%Added
IMG Wealth Management, Inc.422$36.8K0.02%+13+3.2%Added
TFC Financial Management418$36.4K0.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC416$36.3K0.00%+416New
Centerpoint Advisors, LLC417$36.0K0.01%−8−1.9%Reduced
Loomis Sayles & Co L P400$34.9K0.00%−15−3.6%Reduced
First Community Trust NA400$34.9K0.03%00.0%Unchanged
High Note Wealth, LLC393$34.3K0.01%+48+13.9%Added
MidFirst Bank392$34.2K0.00%+392New
IFC & Insurance Marketing, Inc.394$34.0K0.03%+394New
Beacon Financial Strategies CORP387$33.7K0.02%+387New
S&T Bank386$33.7K0.01%−627−61.9%Reduced
Kingdom Financial Group LLC.383$33.4K0.01%+383New
Chilton Capital Management LLC376$32.8K0.00%+15+4.2%Added
Legacy Wealth Managment, LLC376$32.8K0.02%+376New
Basso Capital Management, L.P.370$32.3K0.02%+370New
Safe Harbor Fiduciary, LLC364$31.7K0.03%+364New
Financial Connections Group, Inc.360$31.0K0.01%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.359$31.0K0.00%+359New
Caitong International Asset Management Co., Ltd353$30.8K0.01%−1,409−80.0%Reduced
BOK Financial Private Wealth, Inc.350$30.5K0.00%−137−28.1%Reduced
Pension & Wealth Management Advisors, Inc.345$30.1K0.01%00.0%Unchanged
Park Square Financial Group, LLC355$29.2K0.17%+84+31.0%Added
Activest Wealth Management332$28.9K0.01%+8+2.5%Added
Fourth Dimension Wealth, LLC328$28.6K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC323$28.2K0.02%+2+0.6%Added
NVWM, LLC322$28.1K0.01%00.0%Unchanged
YANKCOM Partnership319$27.8K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC314$27.4K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc300$27.0K0.02%00.0%Unchanged
J.Safra Asset Management Corp309$26.9K0.00%+309New
Cheviot Value Management, LLC305$26.9K0.00%00.0%Unchanged
Adkins Seale Capital Management LLC305$26.7K0.03%+305New
Cornerstone Financial Management LLC304$26.5K0.02%+304New
Retirement Wealth Solutions LLC299$26.1K0.02%−2−0.7%Reduced
CGC Financial Services, LLC293$25.6K0.01%00.0%Unchanged
Ankerstar Wealth, LLC289$25.3K0.03%+289New
Wellington Grp LLC289$25.2K0.01%+289New
1015 Capital Partners, LLC278$24.2K0.02%+278New
Tidemark, LLC272$23.7K0.01%00.0%Unchanged
Bullseye Investment Management, LLC271$23.6K0.01%+271New
Clark Wealth Partners265$23.1K0.01%00.0%Unchanged
Bell Investment Advisors, Inc263$22.9K0.00%−13−4.7%Reduced
Basepoint Wealth LLC254$22.2K0.01%+254New
Prestige Wealth Management Group LLC253$22.1K0.00%−3−1.2%Reduced
Miller Wealth Advisors, LLC250$21.8K0.01%00.0%Unchanged
Marquette Asset Management, LLC246$21.5K0.00%+102+70.8%Added
LFA - Lugano Financial Advisors SA246$21.5K0.01%00.0%Unchanged
Imprint Wealth LLC244$21.3K0.10%+144+144.0%Added
Avion Wealth242$21.0K0.00%−45−15.7%Reduced
Sachetta, LLC238$20.8K0.01%−425−64.1%Reduced
Howard Hughes Medical Institute237$20.7K0.01%+1+0.4%Added
Solstein Capital, LLC236$20.6K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC233$20.3K0.01%+1+0.4%Added
Wealth Preservation Advisors, LLC231$20.2K0.01%00.0%Unchanged
Wolff Wiese Magana LLC230$20.1K0.01%00.0%Unchanged
Blueline Advisors LLC224$19.5K0.02%+224New
Private Wealth Management Group, LLC211$18.4K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC206$18.0K0.00%+4+2.0%Added
West Branch Capital LLC205$17.9K0.00%−30−12.8%Reduced
Washington Trust Advisors, Inc.200$17.4K0.00%00.0%Unchanged
Wellington-Altus USA Inc.198$17.3K0.01%+198New
Navigoe, LLC200$17.0K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC194$16.9K0.01%+2+1.0%Added
Riverview Trust Co194$16.9K0.02%00.0%Unchanged
Joseph Group Capital Management193$16.8K0.00%+193New
Financial Network Wealth Advisors LLC192$16.7K0.02%00.0%Unchanged
Reyes Financial Architecture, Inc.183$16.0K0.01%−13−6.6%Reduced
Robinswood Financial LLC181$15.8K0.01%+1+0.6%Added
Evermay Wealth Management LLC170$14.8K0.00%−170−50.0%Reduced
Westend Capital Management, LLC156$13.6K0.00%00.0%Unchanged
Strategic Advocates LLC153$13.4K0.00%00.0%Unchanged
Caitlin John, LLC150$13.1K0.01%00.0%Unchanged
Greenline Wealth Management LLC148$12.9K0.01%+148New
Mowery & Schoenfeld Wealth Management, LLC147$12.8K0.02%00.0%Unchanged
Elevated Capital Advisors, LLC146$12.7K0.00%+146New
Stephenson National Bank & Trust140$12.2K0.00%00.0%Unchanged
Kilter Group LLC132$11.5K0.01%−1−0.8%Reduced
Benson Wealth Management INC132$11.5K0.01%+132New
Aspect Partners, LLC129$11.2K0.00%−130−50.2%Reduced
Sfam, LLC123$10.7K0.01%+123New
Lavaca Capital LLC122$10.6K0.00%00.0%Unchanged
Rakuten Securities, Inc.120$10.5K0.00%+52+76.5%Added