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 |
|---|---|---|---|---|---|
| Eventide Asset Management, LLC | 110,842 | $9.69M | 0.15% | −295,557−72.7% | Reduced |
| RWC Asset Management LLP | 109,977 | $9.59M | 0.47% | −9,553−8.0% | Reduced |
| State of Alaska, Department of Revenue | 109,506 | $9.55M | 0.10% | −8,040−6.8% | Reduced |
| First National Bank of Omaha | 107,421 | $9.39M | 0.28% | +69,305+181.8% | Added |
| Fifth Third Bancorp | 106,623 | $9.30M | 0.03% | −1,751−1.6% | Reduced |
| Private Advisor Group, LLC | 106,104 | $9.25M | 0.04% | −12,709−10.7% | Reduced |
| Azimuth Capital Investment Management LLC | 105,740 | $9.22M | 0.33% | +1,654+1.6% | Added |
| Trexquant Investment LP | 104,943 | $9.15M | 0.08% | +104,943 | New |
| Rockland Trust Co | 104,776 | $9.14M | 0.36% | +1,691+1.6% | Added |
| Lido Advisors, LLC | 96,299 | $9.06M | 0.04% | +1,202+1.3% | Added |
| StoneX Group Inc. | 103,864 | $9.06M | 0.39% | −1,127−1.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 103,181 | $9.00M | 0.81% | +1,962+1.9% | Added |
| Concurrent Investment Advisors, LLC | 101,903 | $8.89M | 0.10% | +15,553+18.0% | Added |
| TCTC Holdings, LLC | 101,312 | $8.83M | 0.26% | −529−0.5% | Reduced |
| KBC Group NV | 101,290 | $8.83M | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 100,909 | $8.80M | 0.40% | +1,712+1.7% | Added |
| Freestone Capital Holdings, LLC | 100,888 | $8.80M | 0.26% | +22,541+28.8% | Added |
| Principle Wealth Partners LLC | 100,551 | $8.77M | 0.49% | −2,369−2.3% | Reduced |
| Intech Investment Management LLC | 100,361 | $8.75M | 0.08% | −12,320−10.9% | Reduced |
| D.A. Davidson & Co. | 99,386 | $8.67M | 0.05% | +16,878+20.5% | Added |
| Pacer Advisors, Inc. | 99,083 | $8.64M | 0.02% | +6,315+6.8% | Added |
| Vinva Investment Management Ltd | 98,261 | $8.60M | 0.11% | +51,195+108.8% | Added |
| Am Investment Strategies LLC | 97,844 | $8.53M | 1.77% | −1,573−1.6% | Reduced |
| Spirepoint Private Client, LLC | 97,631 | $8.51M | 0.81% | +11,460+13.3% | Added |
| Sequoia Financial Advisors, LLC | 97,526 | $8.50M | 0.05% | +416+0.4% | Added |
| Fiduciary Group LLC | 96,564 | $8.42M | 0.71% | +767+0.8% | Added |
| Rothschild Investment LLC | 96,462 | $8.41M | 0.46% | −1,973−2.0% | Reduced |
| Cornerstone Wealth Group, LLC | 95,956 | $8.37M | 0.57% | +1,590+1.7% | Added |
| Thrivent Financial for Lutherans | 95,640 | $8.35M | 0.01% | +30,211+46.2% | Added |
| Neuberger Berman Group LLC | 95,403 | $8.32M | 0.01% | +787+0.8% | Added |
| Investment Management Corp of Ontario | 95,045 | $8.29M | 0.11% | +43,436+84.2% | Added |
| Atria Investments LLC | 94,312 | $8.22M | 0.09% | +5,680+6.4% | Added |
| Prospera Financial Services Inc | 93,886 | $8.19M | 0.13% | −2,052−2.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 91,616 | $8.14M | 0.47% | +4,090+4.7% | Added |
| HRT Financial LP | 93,271 | $8.13M | 0.03% | −91,342−49.5% | Reduced |
| Associated Banc-Corp | 92,947 | $8.10M | 0.21% | −2,722−2.8% | Reduced |
| Merit Financial Group, LLC | 92,071 | $8.03M | 0.06% | +2,743+3.1% | Added |
| Thompson Siegel & Walmsley LLC | 92,003 | $8.02M | 0.14% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 90,944 | $7.93M | 0.25% | −3,601−3.8% | Reduced |
| Windle Wealth, LLC | 90,918 | $7.93M | 3.55% | −340−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 89,786 | $7.83M | 0.53% | −1,597−1.7% | Reduced |
| UniSuper Management Pty Ltd | 88,684 | $7.73M | 0.05% | +1,476+1.7% | Added |
| Chronos Wealth Management, LLC | 88,362 | $7.71M | 3.57% | +2,269+2.6% | Added |
| Ronald Blue Trust, Inc. | 87,568 | $7.64M | 0.09% | −1,966−2.2% | Reduced |
| Kempen Capital Management N.V. | 86,261 | $7.52M | 0.06% | −4,306−4.8% | Reduced |
| Thomasville National Bank | 86,215 | $7.52M | 0.47% | +1,096+1.3% | Added |
| Teachers Retirement System of the State of Kentucky | 85,856 | $7.49M | 0.06% | 00.0% | Unchanged |
| Advocate Group LLC | 85,786 | $7.48M | 1.21% | −2,045−2.3% | Reduced |
| Sky Investment Group LLC | 85,219 | $7.43M | 1.23% | +4,855+6.0% | Added |
| Summit Financial, LLC | 84,934 | $7.41M | 0.11% | −656−0.8% | Reduced |
| Mizuho Securities USA LLC | 80,175 | $7.31M | 0.12% | +55+0.1% | Added |
| Canada Pension Plan Investment Board | 83,716 | $7.30M | 0.00% | −522,865−86.2% | Reduced |
| Allstate Corp | 83,367 | $7.27M | 0.10% | +42,733+105.2% | Added |
| Equitable Holdings, Inc. | 82,356 | $7.18M | 0.05% | +4,201+5.4% | Added |
| Harbour Investments, Inc. | 81,549 | $7.11M | 0.14% | +56,443+224.8% | Added |
| United Capital Financial Advisers, LLC | 80,641 | $7.03M | 0.04% | +2,125+2.7% | Added |
| Guggenheim Capital LLC | 80,544 | $7.02M | 0.05% | −2,527−3.0% | Reduced |
| Stratos Wealth Partners, LTD. | 80,498 | $7.02M | 0.08% | +5,909+7.9% | Added |
| Kestra Private Wealth Services, LLC | 79,897 | $6.97M | 0.09% | +2,308+3.0% | Added |
| Central Trust Co | 79,701 | $6.95M | 0.14% | −1,537−1.9% | Reduced |
| First PREMIER Bank | 79,470 | $6.93M | 1.59% | −2,423−3.0% | Reduced |
| Trustmark National Bank Trust Department | 78,836 | $6.87M | 0.43% | +281+0.4% | Added |
| Osmosis Investment Management UK Ltd | 78,393 | $6.84M | 0.17% | +78,393 | New |
| J.W. Cole Advisors, Inc. | 85,860 | $6.82M | 0.17% | −7,447−8.0% | Reduced |
| Cullen Investment Group, Ltd. | 78,000 | $6.79M | 0.88% | −6,166−7.3% | Reduced |
| Parkside Investments, LLC | 77,531 | $6.76M | 0.85% | −2,290−2.9% | Reduced |
| Janus Henderson Group PLC | 77,501 | $6.76M | 0.00% | −12,937−14.3% | Reduced |
| Glenmede Trust Co NA | 77,491 | $6.76M | 0.03% | +77,491 | New |
| Assenagon Asset Management S.A. | 77,479 | $6.76M | 0.01% | −240,384−75.6% | Reduced |
| TD Waterhouse Canada Inc. | 76,999 | $6.72M | 0.04% | +4,567+6.3% | Added |
| Aull & Monroe Investment Management Corp | 76,841 | $6.70M | 3.36% | −863−1.1% | Reduced |
| Albion Financial Group | 76,649 | $6.68M | 0.42% | −6,007−7.3% | Reduced |
| City Holding Co | 75,982 | $6.63M | 0.82% | +263+0.3% | Added |
| Edgemoor Investment Advisors, Inc. | 75,974 | $6.62M | 0.51% | −72−0.1% | Reduced |
| Simmons Bank | 75,839 | $6.61M | 0.44% | +2,777+3.8% | Added |
| Edmond de Rothschild Holding S.A. | 75,800 | $6.61M | 0.09% | +12,929+20.6% | Added |
| Coldstream Capital Management Inc | 75,576 | $6.59M | 0.08% | −1,302−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 75,477 | $6.58M | 0.05% | +1,186+1.6% | Added |
| Anchor Investment Management, LLC | 75,452 | $6.58M | 0.53% | +153+0.2% | Added |
| Coston, McIsaac & Partners | 75,387 | $6.57M | 1.53% | +648+0.9% | Added |
| Naples Global Advisors, LLC | 75,016 | $6.54M | 0.49% | +377+0.5% | Added |
| Nordea Investment Management AB | 74,259 | $6.49M | 0.01% | +495+0.7% | Added |
| Jefferies Financial Group Inc. | 74,123 | $6.46M | 0.05% | +74,123 | New |
| Massmutual Trust Co FSB | 74,078 | $6.46M | 0.17% | −2,795−3.6% | Reduced |
| Old Point Trust & Financial Services N A | 73,958 | $6.45M | 2.01% | +1,550+2.1% | Added |
| Kingswood Wealth Advisors, LLC | 73,709 | $6.43M | 0.31% | +21,153+40.2% | Added |
| Argent Trust Co | 73,479 | $6.41M | 0.22% | +803+1.1% | Added |
| Nicholas Hoffman & Company, LLC. | 73,433 | $6.40M | 0.15% | +572+0.8% | Added |
| Hantz Financial Services, Inc. | 73,433 | $6.40M | 0.09% | −6,505−8.1% | Reduced |
| Vident Advisory, LLC | 72,659 | $6.34M | 0.06% | +3,518+5.1% | Added |
| BFSG, LLC | 72,427 | $6.32M | 0.61% | −355−0.5% | Reduced |
| Tiaa Trust, National Association | 72,284 | $6.30M | 0.02% | −134,056−65.0% | Reduced |
| GLOBALT Investments LLC | 72,003 | $6.28M | 0.23% | −3,055−4.1% | Reduced |
| Carret Asset Management, LLC | 71,863 | $6.27M | 0.59% | −890−1.2% | Reduced |
| Telos Capital Management, Inc. | 71,730 | $6.25M | 0.58% | +1,389+2.0% | Added |
| Marietta Wealth Management, LLC | 71,509 | $6.24M | 0.72% | +2,593+3.8% | Added |
| Carson Advisory Inc. | 71,417 | $6.23M | 3.24% | +1,598+2.3% | Added |
| AE Wealth Management LLC | 70,344 | $6.13M | 0.04% | +1,249+1.8% | Added |
| Glenview Trust Co | 70,005 | $6.10M | 0.09% | −70,085−50.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 67,369 | $6.07M | 0.87% | −376−0.6% | Reduced |