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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 29,941 | $2.61M | 0.10% | −23,184−43.6% | Reduced |
| Geneos Wealth Management Inc. | 29,890 | $2.61M | 0.06% | +78+0.3% | Added |
| Koshinski Asset Management, Inc. | 29,744 | $2.59M | 0.17% | +501+1.7% | Added |
| OmniStar Financial Group, Inc. | 29,680 | $2.59M | 1.52% | +1,109+3.9% | Added |
| Citizens National Bank Trust Department | 29,671 | $2.59M | 0.45% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 29,664 | $2.59M | 0.16% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 29,513 | $2.58M | 0.12% | +10,791+57.6% | Added |
| Mutual Advisors, LLC | 29,547 | $2.58M | 0.06% | −613−2.0% | Reduced |
| Armis Advisers, LLC | 27,549 | $2.57M | 0.29% | −540−1.9% | Reduced |
| Caldwell Trust Co | 29,422 | $2.57M | 0.23% | +2,736+10.3% | Added |
| Pullen Investment Management, LLC | 29,298 | $2.55M | 1.35% | −89−0.3% | Reduced |
| Hilltop National Bank | 29,272 | $2.55M | 0.62% | +285+1.0% | Added |
| Andra AP-fonden | 29,240 | $2.55M | 0.03% | +16,461+128.8% | Added |
| Aurora Investment Counsel | 29,219 | $2.55M | 1.34% | +1,352+4.9% | Added |
| Frank, Rimerman Advisors LLC | 29,168 | $2.54M | 0.16% | +8,421+40.6% | Added |
| Broadwater Capital Management LLC | 29,154 | $2.54M | 1.90% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 28,998 | $2.53M | 0.16% | 00.0% | Unchanged |
| BIP Wealth, LLC | 28,949 | $2.52M | 0.09% | +9,612+49.7% | Added |
| WCG Wealth Advisors LLC | 28,907 | $2.52M | 0.07% | +16,392+131.0% | Added |
| Jacobi Capital Management LLC | 28,880 | $2.52M | 0.15% | +139+0.5% | Added |
| Chemung Canal Trust Co | 28,852 | $2.52M | 0.50% | +410+1.4% | Added |
| Citizens Financial Group Inc | 28,615 | $2.50M | 0.03% | +767+2.8% | Added |
| Holderness Investments Co | 28,499 | $2.49M | 0.51% | +26+0.1% | Added |
| Oak Harbor Wealth Partners, LLC | 28,363 | $2.47M | 0.59% | +963+3.5% | Added |
| Old North State Trust, LLC | 28,348 | $2.47M | 1.46% | +779+2.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 28,332 | $2.47M | 0.69% | −461−1.6% | Reduced |
| Siemens Fonds Invest GmbH | 28,167 | $2.47M | 0.13% | +5,378+23.6% | Added |
| Pacitti Group Inc. | 28,259 | $2.46M | 0.91% | +1,668+6.3% | Added |
| Wolverine Asset Management LLC | 28,237 | $2.46M | 0.04% | +28,237 | New |
| McRae Capital Management Inc | 28,061 | $2.45M | 0.50% | −2,495−8.2% | Reduced |
| Vectors Research Management, LLC | 27,918 | $2.43M | 0.74% | +586+2.1% | Added |
| Perigon Wealth Management, LLC | 27,906 | $2.43M | 0.04% | −4,642−14.3% | Reduced |
| Rahlfs Capital, LLC | 27,895 | $2.43M | 1.89% | −475−1.7% | Reduced |
| Ci Investments Inc. | 27,894 | $2.43M | 0.01% | +5,833+26.4% | Added |
| LBMC Investment Advisors, LLC | 27,818 | $2.43M | 0.15% | −578−2.0% | Reduced |
| Tyche Wealth Partners LLC | 27,763 | $2.42M | 0.38% | −240−0.9% | Reduced |
| Laird Norton Trust Company, LLC | 27,568 | $2.40M | 0.05% | +27,568 | New |
| Danske Bank A/S | 27,463 | $2.39M | 0.01% | −300−1.1% | Reduced |
| Sargent Investment Group, LLC | 27,380 | $2.39M | 0.30% | −60−0.2% | Reduced |
| Fiduciary Alliance LLC | 27,312 | $2.38M | 0.16% | +916+3.5% | Added |
| Delta Global Management LP | 27,147 | $2.37M | 0.17% | +27,147 | New |
| Global Retirement Partners, LLC | 27,106 | $2.36M | 0.04% | +4,352+19.1% | Added |
| Stamos Capital Partners, L.P. | 26,839 | $2.34M | 0.38% | +9,380+53.7% | Added |
| Canada Post Corp Registered Pension Plan | 26,772 | $2.33M | 0.09% | +5,840+27.9% | Added |
| IHT Wealth Management, LLC | 26,678 | $2.33M | 0.06% | +1,232+4.8% | Added |
| Capital Square, LLC | 26,580 | $2.32M | 1.18% | +367+1.4% | Added |
| Naviter Wealth, LLC | 26,569 | $2.32M | 0.30% | −5,101−16.1% | Reduced |
| Verdence Capital Advisors LLC | 26,334 | $2.30M | 0.14% | −5,276−16.7% | Reduced |
| Argyle Capital Management Inc. | 26,271 | $2.29M | 0.76% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 25,989 | $2.27M | 0.31% | −55−0.2% | Reduced |
| John G Ullman & Associates Inc | 25,980 | $2.27M | 0.30% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 25,884 | $2.26M | 0.08% | +1,884+7.9% | Added |
| Advanced Asset Management Advisors Inc | 25,805 | $2.25M | 0.61% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 25,794 | $2.25M | 0.23% | +692+2.8% | Added |
| Nepsis, Inc. | 25,772 | $2.25M | 0.69% | −767−2.9% | Reduced |
| Stolper Co | 25,749 | $2.25M | 0.66% | +808+3.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 25,740 | $2.24M | 0.34% | −903−3.4% | Reduced |
| Meeder Advisory Services, Inc. | 25,725 | $2.24M | 0.10% | −2,619−9.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,432 | $2.22M | 0.27% | +1,523+6.4% | Added |
| Atlantic Union Bankshares Corp | 25,425 | $2.22M | 0.04% | +1,100+4.5% | Added |
| Aequim Alternative Investments LP | 25,382 | $2.21M | 0.04% | +25,382 | New |
| Red Door Wealth Management, LLC | 25,358 | $2.21M | 0.23% | +1,242+5.2% | Added |
| Wealth Intelligence, LLC | 25,144 | $2.19M | 1.09% | +25,144 | New |
| American Assets Investment Management, LLC | 25,000 | $2.18M | 0.15% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 24,972 | $2.18M | 0.25% | +24+0.1% | Added |
| Inman Jager Wealth Management, LLC | 24,967 | $2.18M | 1.33% | +1,778+7.7% | Added |
| Wealthspire Advisors, LLC | 24,930 | $2.17M | 0.02% | +2,696+12.1% | Added |
| Ontario Teachers Pension Plan Board | 24,893 | $2.17M | 0.05% | +4,956+24.9% | Added |
| Smith Chas P & Associates Pa Cpas | 24,885 | $2.17M | 0.11% | +12,693+104.1% | Added |
| PFG Investments, LLC | 24,799 | $2.16M | 0.10% | −534−2.1% | Reduced |
| Principal Securities, Inc. | 24,786 | $2.16M | 0.03% | +1,917+8.4% | Added |
| Wedbush Securities Inc | 24,775 | $2.16M | 0.06% | +1,006+4.2% | Added |
| M Holdings Securities, Inc. | 24,668 | $2.15M | 0.15% | +11,966+94.2% | Added |
| Reaves W H & Co Inc | 24,648 | $2.15M | 0.04% | −5,400−18.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 24,623 | $2.15M | 1.06% | +5,292+27.4% | Added |
| Change Path, LLC | 24,620 | $2.15M | 0.05% | +1,055+4.5% | Added |
| Americana Partners, LLC | 24,551 | $2.14M | 0.06% | +427+1.8% | Added |
| Allen Capital Group, LLC | 24,523 | $2.14M | 0.20% | −4,801−16.4% | Reduced |
| GAMMA Investing LLC | 24,469 | $2.13M | 0.11% | −3,477−12.4% | Reduced |
| Brown Brothers Harriman & Co | 24,437 | $2.13M | 0.01% | −774−3.1% | Reduced |
| D L Carlson Investment Group Inc | 24,301 | $2.12M | 0.36% | +451+1.9% | Added |
| Harbour Trust & Investment Management Co | 24,089 | $2.10M | 0.21% | −120−0.5% | Reduced |
| Cape Investment Advisory, Inc. | 24,049 | $2.10M | 0.64% | +21,684+916.9% | Added |
| Union Bancaire Privee, UBP SA | 27,280 | $2.09M | 0.03% | +27,280 | New |
| First United Bank Trust | 23,824 | $2.08M | 0.66% | +790+3.4% | Added |
| Greenleaf Trust | 23,795 | $2.07M | 0.02% | −339−1.4% | Reduced |
| Private Trust Co NA | 23,743 | $2.07M | 0.18% | −1,824−7.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,741 | $2.07M | 0.05% | +192+0.8% | Added |
| Retirement Planning Group | 23,612 | $2.06M | 0.07% | +34+0.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 23,582 | $2.06M | 1.08% | −12,727−35.1% | Reduced |
| AlphaCore Capital LLC | 23,581 | $2.06M | 0.05% | +12,842+119.6% | Added |
| Atomi Financial Group, Inc. | 23,553 | $2.05M | 0.06% | +2,333+11.0% | Added |
| Integrated Wealth Concepts LLC | 23,534 | $2.05M | 0.02% | −53,319−69.4% | Reduced |
| CX Institutional | 23,453 | $2.04M | 0.06% | −1,817−7.2% | Reduced |
| Zions Bancorporation, National Association | 23,296 | $2.03M | 0.09% | −210−0.9% | Reduced |
| Kovack Advisors, Inc. | 23,213 | $2.02M | 0.10% | +11,479+97.8% | Added |
| Westpac Banking Corp | 23,155 | $2.02M | 0.13% | 00.0% | Unchanged |
| Trust Co of Vermont | 23,128 | $2.02M | 0.08% | −94−0.4% | Reduced |
| Mechanics Bank Trust Department | 23,102 | $2.01M | 0.26% | −315−1.3% | Reduced |
| Silver Oak Securities, Inc | 22,997 | $2.01M | 0.14% | +1,168+5.4% | Added |