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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 69,183 | $6.03M | 0.16% | 00.0% | Unchanged |
| Farmers Trust Co | 69,078 | $6.02M | 0.98% | +2,326+3.5% | Added |
| Apollon Wealth Management, LLC | 69,038 | $6.02M | 0.10% | −17,111−19.9% | Reduced |
| Lifeworks Advisors, LLC | 68,682 | $5.99M | 0.78% | +17,905+35.3% | Added |
| Sciencast Management LP | 68,437 | $5.97M | 0.83% | +22,457+48.8% | Added |
| Jackson Hole Capital Partners, LLC | 68,357 | $5.96M | 1.02% | −2,314−3.3% | Reduced |
| Advisors Asset Management, Inc. | 67,931 | $5.92M | 0.10% | +5,167+8.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 67,648 | $5.90M | 0.01% | +41,575+159.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 67,266 | $5.87M | 0.05% | −4,240−5.9% | Reduced |
| Moors & Cabot, Inc. | 66,609 | $5.81M | 0.25% | +3,604+5.7% | Added |
| Core Alternative Capital | 66,457 | $5.80M | 1.60% | −1,391−2.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 66,386 | $5.79M | 1.19% | −215−0.3% | Reduced |
| MainStreet Investment Advisors LLC | 66,237 | $5.78M | 0.83% | −6,393−8.8% | Reduced |
| Oppenheimer & Co Inc | 65,466 | $5.71M | 0.08% | −748−1.1% | Reduced |
| Agf Management Ltd | 65,309 | $5.69M | 0.02% | +4,798+7.9% | Added |
| Woodstock Corp | 65,060 | $5.67M | 0.49% | +590+0.9% | Added |
| Griffith & Werner, Inc. | 64,819 | $5.65M | 2.88% | +935+1.5% | Added |
| Hartford Investment Management Co | 63,584 | $5.54M | 0.17% | −880−1.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 63,310 | $5.52M | 0.40% | +309+0.5% | Added |
| South Dakota Investment Council | 63,240 | $5.51M | 0.10% | −1,700−2.6% | Reduced |
| Trinity Legacy Partners, LLC | 62,622 | $5.46M | 1.25% | +1,313+2.1% | Added |
| Engineers Gate Manager LP | 61,653 | $5.38M | 0.06% | +9,370+17.9% | Added |
| Schnieders Capital Management, LLC. | 60,780 | $5.30M | 0.83% | +1,563+2.6% | Added |
| Capital Investment Counsel, LLC | 60,608 | $5.29M | 0.73% | −63−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 60,430 | $5.27M | 0.02% | +583+1.0% | Added |
| Prudential PLC | 60,332 | $5.26M | 0.04% | +840+1.4% | Added |
| Money Concepts Capital Corp | 59,926 | $5.23M | 0.29% | +4,651+8.4% | Added |
| Wealthcare Advisory Partners LLC | 59,326 | $5.17M | 0.10% | +209+0.4% | Added |
| Resolution Capital Ltd | 59,288 | $5.17M | 0.11% | −10,621−15.2% | Reduced |
| Signaturefd, LLC | 58,500 | $5.10M | 0.08% | +2,936+5.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,491 | $5.10M | 0.00% | +13,000+28.6% | Added |
| Goelzer Investment Management, Inc. | 58,006 | $5.06M | 0.23% | +528+0.9% | Added |
| Clearstead Advisors, LLC | 57,280 | $4.99M | 0.06% | +1,473+2.6% | Added |
| Csenge Advisory Group | 56,797 | $4.95M | 0.22% | +831+1.5% | Added |
| Louisiana State Employees Retirement System | 56,200 | $4.90M | 0.08% | −1,500−2.6% | Reduced |
| Dark Forest Capital Management LP | 56,028 | $4.89M | 0.22% | +9,589+20.6% | Added |
| Clearbridge Investments, LLC | 55,912 | $4.88M | 0.00% | +267+0.5% | Added |
| Alpine Woods Capital Investors, LLC | 55,804 | $4.87M | 1.16% | −4,276−7.1% | Reduced |
| Gulf International Bank (UK) Ltd | 55,512 | $4.84M | 0.16% | 00.0% | Unchanged |
| United Bank | 55,311 | $4.82M | 1.64% | −180−0.3% | Reduced |
| Providence Capital Advisors, LLC | 55,280 | $4.82M | 0.81% | +1,626+3.0% | Added |
| CBOE Vest Financial, LLC | 55,271 | $4.82M | 0.06% | +8,995+19.4% | Added |
| Maryland State Retirement & Pension System | 54,738 | $4.77M | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 54,658 | $4.77M | 0.14% | −2,847−5.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 54,642 | $4.76M | 2.78% | +338+0.6% | Added |
| RSM US Wealth Management LLC | 54,257 | $4.75M | 0.06% | −10,048−15.6% | Reduced |
| GAM Holding AG | 54,433 | $4.75M | 0.30% | +27,483+102.0% | Added |
| Trajan Wealth LLC | 54,387 | $4.74M | 0.20% | +1,240+2.3% | Added |
| Meridian Wealth Management, LLC | 54,270 | $4.73M | 0.17% | +1,671+3.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 53,961 | $4.71M | 0.75% | +3,544+7.0% | Added |
| GQG Partners LLC | 53,863 | $4.70M | 0.01% | −550−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 53,105 | $4.63M | 0.16% | +1,640+3.2% | Added |
| Baugh & Associates, LLC | 56,410 | $4.58M | 2.25% | −1,132−2.0% | Reduced |
| We Are One Seven, LLC | 52,496 | $4.58M | 0.09% | +13,992+36.3% | Added |
| Cornerstone Capital, Inc. | 52,436 | $4.57M | 0.45% | +158+0.3% | Added |
| Umb Bank N A | 52,383 | $4.57M | 0.06% | −5,126−8.9% | Reduced |
| Morgan Dempsey Capital Management LLC | 52,229 | $4.55M | 2.22% | −5,615−9.7% | Reduced |
| Morton Community Bank | 50,612 | $4.52M | 0.98% | +1,482+3.0% | Added |
| Greatmark Investment Partners, Inc. | 51,706 | $4.51M | 0.53% | +513+1.0% | Added |
| Eastern Bank | 51,254 | $4.47M | 0.08% | +37,245+265.9% | Added |
| Longbow Finance SA | 51,158 | $4.46M | 0.76% | −22,366−30.4% | Reduced |
| American Trust Investment Advisors, LLC | 51,030 | $4.45M | 2.38% | +331+0.7% | Added |
| Marble Wealth, LLC | 50,957 | $4.44M | 0.62% | +50,957 | New |
| Sagespring Wealth Partners, LLC | 50,692 | $4.42M | 0.08% | −6,344−11.1% | Reduced |
| Oakworth Capital, Inc. | 50,614 | $4.41M | 0.24% | +1,204+2.4% | Added |
| New Mexico Educational Retirement Board | 50,587 | $4.41M | 0.13% | +900+1.8% | Added |
| Coastal Bridge Advisors, LLC | 50,333 | $4.39M | 0.33% | +134+0.3% | Added |
| Hengehold Capital Management LLC | 49,837 | $4.35M | 0.37% | +983+2.0% | Added |
| Norinchukin Bank, The | 49,425 | $4.31M | 0.05% | −100.0% | Reduced |
| Kentucky Trust Co | 49,398 | $4.31M | 2.28% | −1,005−2.0% | Reduced |
| Wesbanco Bank Inc | 48,545 | $4.23M | 0.12% | −5,240−9.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 48,517 | $4.23M | 0.20% | +124+0.3% | Added |
| Pinebridge Investments LLC | 48,374 | $4.22M | 0.03% | +48,374 | New |
| Level Four Advisory Services, LLC | 48,364 | $4.22M | 0.14% | +4,085+9.2% | Added |
| GWN Securities Inc. | 48,219 | $4.20M | 0.85% | +2,497+5.5% | Added |
| Elo Mutual Pension Insurance Co | 48,072 | $4.19M | 0.06% | +15,070+45.7% | Added |
| Horizon Investments, LLC | 48,050 | $4.19M | 0.05% | −12,797−21.0% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 47,861 | $4.17M | 0.15% | +47,861 | New |
| Brown Advisory Inc | 47,756 | $4.16M | 0.01% | −4,934−9.4% | Reduced |
| Portman Square Capital LLP | 47,629 | $4.15M | 0.72% | +47,629 | New |
| Apollon Financial, LLC | 47,355 | $4.13M | 0.60% | +1,159+2.5% | Added |
| Annex Advisory Services, LLC | 47,263 | $4.12M | 0.08% | −91−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 47,170 | $4.11M | 0.02% | +5,134+12.2% | Added |
| Montag A & Associates Inc | 47,151 | $4.11M | 0.19% | −388−0.8% | Reduced |
| Bailard, Inc. | 46,818 | $4.08M | 0.09% | +2,767+6.3% | Added |
| Laurel Wealth Advisors LLC | 46,800 | $4.08M | 0.54% | −540−1.1% | Reduced |
| Rench Wealth Management, Inc. | 45,413 | $3.96M | 1.17% | +90.0% | Added |
| MUFG Securities EMEA plc | 45,112 | $3.93M | 0.05% | +24,056+114.2% | Added |
| Diversified Enterprises, LLC | 45,038 | $3.93M | 0.23% | +122+0.3% | Added |
| Wills Financial Group LLC | 45,016 | $3.93M | 1.50% | +1,256+2.9% | Added |
| Cushing Asset Management, LP | 45,000 | $3.92M | 0.23% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 44,898 | $3.92M | 0.10% | +9,393+26.5% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $3.92M | 0.42% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 44,081 | $3.84M | 0.01% | +41,694+1,746.7% | Added |
| TrueWealth Advisors, LLC | 43,896 | $3.83M | 0.99% | −10.0% | Reduced |
| Pathway Financial Advisers, LLC | 43,869 | $3.83M | 1.11% | −61−0.1% | Reduced |
| Waterloo Capital, L.P. | 43,762 | $3.82M | 0.28% | +442+1.0% | Added |
| Vise Technologies, Inc. | 43,729 | $3.81M | 0.07% | +14,094+47.6% | Added |
| Abn Amro Investment Solutions | 43,700 | $3.81M | 0.06% | +43,700 | New |
| MTM Investment Management, LLC | 43,626 | $3.80M | 1.21% | −10.0% | Reduced |