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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −22,376−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −17,175−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −16,552−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −15,719−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −15,005−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −15,001−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −14,780−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −14,128−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −12,845−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,308−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −11,577−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −11,382−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −11,146−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,985−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −10,866−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Blue Capital, Inc. | 0 | $0 | 0.00% | −9,142−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,839−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −6,179−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −5,314−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,075−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −4,281−100.0% | Sold out |
| OneAscent Investment Solutions LLC | 0 | $0 | 0.00% | −4,048−100.0% | Sold out |
| Birch Financial Group, LLC | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Moseley Investment Management Inc | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −3,434−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Petros Family Wealth, LLC | 0 | $0 | 0.00% | −3,264−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| First Financial Bank - Trust Division | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −2,984−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −2,838−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −2,816−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −2,653−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −2,556−100.0% | Sold out |
| BankPlus Wealth Management LLC | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |
| Drucker Wealth 3.0, LLC | 0 | $0 | 0.00% | −2,419−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| AGH Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| Fragasso Group Inc. | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Black Diamond Financial, LLC | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Tanglewood Wealth Management, Inc. | 0 | $0 | 0.00% | −2,321−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| Byrne Financial Freedom, LLC | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| FSM Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| ACT Advisors, LLC. | 0 | $0 | 0.00% | −2,284−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Presper Financial Architects, LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Greenfield Seitz Capital Management, LLC | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −2,263−100.0% | Sold out |
| Private Management Group Inc | 0 | $0 | 0.00% | −2,258−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −2,254−100.0% | Sold out |
| BXM Wealth LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Emprise Bank | 0 | $0 | 0.00% | −2,248−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −2,236−100.0% | Sold out |
| Fiduciary Wealth Partners, LLC | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| Colton Groome Financial Advisors, LLC | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| MBA Advisors LLC | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Hardin Capital Partners, LLC | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Quest Investment Management LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| Mason & Associates Inc | 0 | $0 | 0.00% | −2,211−100.0% | Sold out |
| Commonwealth Financial Services, LLC | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| Interactive Financial Advisors | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Sterling Wealth Management, Inc. | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| TCP Asset Management, LLC | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Summit Financial Strategies, Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Gradient Capital Advisors, LLC | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Endeavor Private Wealth, Inc. | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Ridgecrest Wealth Partners, LLC | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Tandem Capital Management Corp | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Clear Investment Research, LLC | 0 | $0 | 0.00% | −1,918−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Cutler Capital Management, LLC | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −1,113−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |