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 5 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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 218,592 | $19.1M | 0.11% | +8,034+3.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 215,912 | $18.8M | 0.03% | +35,837+19.9% | Added |
| O'Shaughnessy Asset Management, LLC | 214,247 | $18.7M | 0.10% | −17,941−7.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 211,962 | $18.5M | 0.34% | +4,612+2.2% | Added |
| CWA Asset Management Group, LLC | 208,204 | $18.2M | 0.65% | +6,191+3.1% | Added |
| Mackenzie Financial Corp | 206,583 | $18.1M | 0.02% | −700,533−77.2% | Reduced |
| ProShare Advisors LLC | 206,817 | $18.0M | 0.03% | −353−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 206,221 | $18.0M | 0.50% | −110−0.1% | Reduced |
| Vestcor Inc | 206,180 | $18.0M | 0.51% | +60,173+41.2% | Added |
| Amalgamated Bank | 203,644 | $17.8M | 0.13% | −9,668−4.5% | Reduced |
| Millennium Management LLC | 202,694 | $17.7M | 0.01% | −165,226−44.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 201,137 | $17.5M | 0.05% | +32,933+19.6% | Added |
| Calamos Advisors LLC | 196,647 | $17.1M | 0.07% | −7,648−3.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 194,925 | $17.0M | 0.05% | +194,925 | New |
| British Columbia Investment Management Corp | 195,027 | $17.0M | 0.09% | +36,882+23.3% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 194,410 | $17.0M | 0.15% | +194,410 | New |
| Benjamin Edwards Inc | 192,629 | $16.8M | 0.19% | −1,819−0.9% | Reduced |
| HB Wealth Management, LLC | 192,433 | $16.8M | 0.11% | +1,913+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 188,032 | $16.4M | 0.09% | +11,890+6.8% | Added |
| Woodline Partners LP | 187,849 | $16.4M | 0.06% | +42,465+29.2% | Added |
| Jones Financial Companies LLLP | 187,652 | $16.4M | 0.01% | +23,064+14.0% | Added |
| iA Global Asset Management Inc. | 186,800 | $16.3M | 0.21% | −24,378−11.5% | Reduced |
| Nichols & Pratt Advisers LLP | 186,548 | $16.3M | 1.02% | 00.0% | Unchanged |
| Regions Financial Corp | 186,388 | $16.3M | 0.10% | −10,248−5.2% | Reduced |
| Leavell Investment Management, Inc. | 185,419 | $16.2M | 0.67% | −2,867−1.5% | Reduced |
| Cbre Clarion Securities LLC | 184,682 | $16.1M | 0.24% | +184,682 | New |
| Utah Retirement Systems | 181,993 | $15.9M | 0.15% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 180,107 | $15.7M | 0.05% | +5,768+3.3% | Added |
| Bank of Nova Scotia | 178,952 | $15.6M | 0.02% | +30,493+20.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 177,421 | $15.5M | 0.08% | +17,897+11.2% | Added |
| USS Investment Management Ltd | 175,403 | $15.3M | 0.08% | 00.0% | Unchanged |
| Xponance, Inc. | 172,387 | $15.0M | 0.11% | +9,361+5.7% | Added |
| DekaBank Deutsche Girozentrale | 184,531 | $15.0M | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 171,194 | $14.9M | 0.04% | −10,667−5.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 170,366 | $14.9M | 0.79% | −3,388−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 168,457 | $14.7M | 0.12% | −8,875−5.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 166,038 | $14.5M | 0.11% | +2,768+1.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 165,632 | $14.4M | 0.37% | −30,871−15.7% | Reduced |
| CWM, LLC | 165,475 | $14.4M | 0.04% | +64,104+63.2% | Added |
| Wealthfront Advisers LLC | 164,689 | $14.4M | 0.03% | −7,403−4.3% | Reduced |
| CCM Investment Advisers LLC | 163,407 | $14.2M | 1.36% | +15,498+10.5% | Added |
| Resources Investment Advisors, LLC. | 161,521 | $14.1M | 0.14% | +120,411+292.9% | Added |
| Nisa Investment Advisors, LLC | 160,641 | $14.0M | 0.05% | +2,598+1.6% | Added |
| Commerce Bank | 159,748 | $13.9M | 0.08% | −3,430−2.1% | Reduced |
| M&T Bank Corp | 158,292 | $13.8M | 0.04% | +10,531+7.1% | Added |
| CIBC World Markets Corp | 157,721 | $13.8M | 0.07% | +157,721 | New |
| First Horizon Corp | 155,839 | $13.6M | 0.61% | +2,199+1.4% | Added |
| Baillie Gifford & Co | 154,618 | $13.5M | 0.01% | +1,888+1.2% | Added |
| Arkadios Wealth Advisors | 154,170 | $13.4M | 0.27% | +9,661+6.7% | Added |
| NEOS Investment Management LLC | 153,376 | $13.4M | 0.08% | +24,743+19.2% | Added |
| New York Life Investment Management LLC | 151,069 | $13.2M | 0.11% | +1,579+1.1% | Added |
| Nomura Asset Management International Inc. | 150,690 | $13.1M | 0.02% | +150,690 | New |
| King Luther Capital Management Corp | 149,874 | $13.1M | 0.05% | +16,397+12.3% | Added |
| Independent Advisor Alliance | 148,325 | $12.9M | 0.31% | +2,915+2.0% | Added |
| JustInvest LLC | 148,233 | $12.9M | 0.13% | −10,484−6.6% | Reduced |
| Alerus Financial NA | 148,126 | $12.9M | 0.63% | +2,159+1.5% | Added |
| Yousif Capital Management, LLC | 143,244 | $12.7M | 0.14% | −6,010−4.0% | Reduced |
| Brookstone Capital Management | 145,426 | $12.7M | 0.15% | −7,328−4.8% | Reduced |
| Rakuten Investment Management, Inc. | 144,805 | $12.7M | 0.04% | +67,802+88.1% | Added |
| Bragg Financial Advisors, Inc | 145,136 | $12.7M | 0.41% | −1,326−0.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 144,095 | $12.6M | 0.19% | +144,095 | New |
| Advisory Services Network, LLC | 140,715 | $12.3M | 0.17% | +16,542+13.3% | Added |
| Advisors Management Group Inc | 140,629 | $12.3M | 2.23% | +43,461+44.7% | Added |
| Public Employees Retirement Association of Colorado | 140,287 | $12.2M | 0.04% | −302−0.2% | Reduced |
| Nissay Asset Management Corp | 139,019 | $12.1M | 0.06% | +460.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 138,385 | $12.1M | 0.08% | −28,573−17.1% | Reduced |
| CIBC Private Wealth Group, LLC | 137,905 | $12.0M | 0.02% | −3,274−2.3% | Reduced |
| Biondo Investment Advisors, LLC | 137,799 | $12.0M | 1.45% | −919−0.7% | Reduced |
| Davenport & Co LLC | 137,349 | $12.0M | 0.06% | +54,658+66.1% | Added |
| Tudor Investment Corp Et Al | 136,602 | $11.9M | 0.07% | +136,602 | New |
| CIBC World Markets Inc. | 136,455 | $11.9M | 0.02% | +109,538+406.9% | Added |
| Klingenstein Fields & Co LP | 133,951 | $11.7M | 0.44% | −2,338−1.7% | Reduced |
| Verity & Verity, LLC | 133,916 | $11.7M | 0.91% | +1,741+1.3% | Added |
| Pathstone Holdings, LLC | 132,872 | $11.6M | 0.04% | −2,130−1.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 130,418 | $11.4M | 1.38% | +1,074+0.8% | Added |
| Cullinan Associates Inc | 129,777 | $11.3M | 0.77% | −124−0.1% | Reduced |
| Blair William & Co | 128,905 | $11.2M | 0.03% | +4,452+3.6% | Added |
| Royal London Asset Management Ltd | 128,860 | $11.2M | 0.02% | +1,462+1.1% | Added |
| Kanawha Capital Management LLC | 128,556 | $11.2M | 0.77% | +9,009+7.5% | Added |
| Pinnacle Associates Ltd | 128,109 | $11.2M | 0.14% | +2,729+2.2% | Added |
| Bell Bank | 127,901 | $11.2M | 0.48% | +21,751+20.5% | Added |
| Oregon Public Employees Retirement Fund | 126,089 | $11.0M | 0.14% | +317+0.3% | Added |
| Keybank National Association | 124,557 | $10.9M | 0.04% | −587−0.5% | Reduced |
| Farther Finance Advisors, LLC | 123,122 | $10.7M | 0.12% | +61,298+99.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 122,816 | $10.7M | 0.45% | +9,356+8.2% | Added |
| QRG Capital Management, Inc. | 122,662 | $10.7M | 0.12% | +7,918+6.9% | Added |
| Rafferty Asset Management, LLC | 121,255 | $10.6M | 0.04% | +5,436+4.7% | Added |
| Signature Wealth Management Group | 121,142 | $10.6M | 4.31% | +1,120+0.9% | Added |
| Jane Street Group, LLC | 120,326 | $10.5M | 0.01% | −327,833−73.2% | Reduced |
| Stephens Inc | 120,238 | $10.5M | 0.13% | +1,446+1.2% | Added |
| Fisher Asset Management, LLC | 119,135 | $10.4M | 0.00% | −856−0.7% | Reduced |
| Metis Global Partners, LLC | 118,756 | $10.4M | 0.24% | +2,949+2.5% | Added |
| RFG Advisory, LLC | 118,383 | $10.3M | 0.19% | −6,153−4.9% | Reduced |
| Mutual of America Capital Management LLC | 118,212 | $10.3M | 0.11% | −1,008−0.8% | Reduced |
| Capital Innovations LLC | 115,871 | $10.1M | 2.88% | +115,871 | New |
| Keel Point, LLC | 115,731 | $10.1M | 0.61% | +8,797+8.2% | Added |
| IFG Advisory, LLC | 114,973 | $10.0M | 0.44% | −711−0.6% | Reduced |
| Fairvoy Private Wealth, LLC | 114,962 | $10.0M | 2.24% | −1,415−1.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 114,224 | $9.96M | 0.01% | −164,428−59.0% | Reduced |
| Shelton Capital Management | 113,483 | $9.90M | 0.20% | −46,538−29.1% | Reduced |