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 |
|---|---|---|---|---|---|
| Belvedere Trading LLC | 117 | $10.2K | 0.00% | +117 | New |
| SJS Investment Consulting Inc. | 115 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 114 | $9.94K | 0.00% | +114 | New |
| Vision Retirement, LLC | 110 | $9.55K | 0.00% | +110 | New |
| Moisand Fitzgerald Tamayo, LLC | 106 | $9.24K | 0.00% | −511−82.8% | Reduced |
| Redmont Wealth Advisors LLC | 105 | $9.16K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 105 | $9.13K | 0.00% | +105 | New |
| Wellington Shields Capital Management, LLC | 104 | $9.07K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 102 | $8.87K | 0.00% | +1+1.0% | Added |
| Pittenger & Anderson Inc | 100 | $8.72K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $8.72K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $8.72K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $8.72K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 96 | $8.37K | 0.00% | −96−50.0% | Reduced |
| Noble Wealth Management PBC | 96 | $8.37K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 91 | $7.94K | 0.00% | −121−57.1% | Reduced |
| Bare Financial Services, Inc | 87 | $7.59K | 0.00% | −16−15.5% | Reduced |
| LGT Financial Advisors LLC | 87 | $7.59K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 86 | $7.50K | 0.00% | −21−19.6% | Reduced |
| McIlrath & Eck, LLC | 86 | $7.50K | 0.00% | −264−75.4% | Reduced |
| DecisionPoint Financial, LLC | 82 | $7.15K | 0.00% | +72+720.0% | Added |
| Carolina Wealth Advisors, LLC | 81 | $7.06K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 76 | $6.63K | 0.00% | −2−2.6% | Reduced |
| Cornerstone National Bank & Trust Co | 75 | $6.54K | 0.00% | +75 | New |
| Bay Harbor Wealth Management, LLC | 70 | $6.10K | 0.00% | +26+59.1% | Added |
| Principia Wealth Advisory, LLC | 69 | $6.02K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 63 | $5.50K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 62 | $5.41K | 0.16% | +12+24.0% | Added |
| Financial Perspectives, Inc | 58 | $5.05K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 57 | $4.97K | 0.00% | +57 | New |
| ZRC Wealth Management, LLC | 56 | $4.88K | 0.00% | +14+33.3% | Added |
| McGuire Capital Advisors Inc | 56 | $4.88K | 0.00% | +56 | New |
| Wilkerson Advisory Group LLC | 55 | $4.80K | 0.00% | +55 | New |
| Atomic Invest LLC | 50 | $4.41K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 49 | $4.27K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 49 | $4.27K | 0.00% | +41+512.5% | Added |
| WestEnd Advisors, LLC | 47 | $4.10K | 0.00% | −3−6.0% | Reduced |
| Atlas Capital Advisors LLC | 47 | $4.10K | 0.00% | +47 | New |
| Essential Partners LLC | 46 | $4.05K | 0.00% | +15+48.4% | Added |
| Ogorek Anthony Joseph | 56 | $4.00K | 0.00% | −47−45.6% | Reduced |
| TSFG, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 45 | $3.92K | 0.00% | +45 | New |
| DiNuzzo Private Wealth, Inc. | 39 | $3.40K | 0.00% | −1−2.5% | Reduced |
| Valued Wealth Advisors LLC | 33 | $2.92K | 0.00% | −7−17.5% | Reduced |
| Winnow Wealth LLC | 33 | $2.90K | 0.00% | −1−2.9% | Reduced |
| Investors Portfolio Services LLC | 31 | $2.69K | 0.00% | +31 | New |
| Hollencrest Capital Management | 30 | $2.62K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $2.27K | 0.00% | +14+116.7% | Added |
| Aviso Financial Inc. | 26 | $2.27K | 0.00% | +26 | New |
| Three Bearings Fiduciary Advisors, Inc. | 25 | $2.23K | 0.00% | +25 | New |
| Osbon Capital Management LLC | 23 | $2.01K | 0.00% | +23 | New |
| Hara Capital LLC | 22 | $1.92K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 21 | $1.83K | 0.00% | −300−93.5% | Reduced |
| Your Advocates Ltd., LLP | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 20 | $1.74K | 0.00% | −222−91.7% | Reduced |
| Rialto Wealth Management, LLC | 18 | $1.57K | 0.00% | −18−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 18 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 18 | $1.57K | 0.00% | +18 | New |
| O'Domhnaill Enterprises, Inc. | 15 | $1.31K | 0.00% | +15 | New |
| Orion Capital Management LLC | 14 | $1.22K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6 | $1.00K | 0.00% | −1,595−99.6% | Reduced |
| Winthrop Capital Management, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 11 | $959 | 0.00% | +11 | New |
| Mountain Hill Investment Partners Corp. | 11 | $929 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 10 | $872 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $785 | 0.00% | −1−10.0% | Reduced |
| NorthAvenue LLC | 8 | $698 | 0.00% | +8 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 7 | $617 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,675 | $458 | 0.00% | +1,476+741.7% | Added |
| Arcadia Investment Management Corp | 2 | $175 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $174 | 0.00% | +2 | New |
| Eq Wealth Advisors, LLC | 1 | $87 | 0.00% | +1 | New |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,017,455−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −933,700−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −352,885−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −352,687−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −300,300−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −259,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −201,920−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | – | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −147,459−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −129,463−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −118,646−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −89,259−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −75,914−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −74,502−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −51,193−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −49,867−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −45,335−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −44,864−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −44,268−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −43,361−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −36,169−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −35,213−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −31,125−100.0% | Sold out |
| Hayek Kallen Investment Management | 0 | $0 | 0.00% | −28,964−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −25,223−100.0% | Sold out |
| Lee Johnson Capital Management, LLC | 0 | $0 | 0.00% | −23,449−100.0% | Sold out |