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 |
|---|---|---|---|---|---|
| Southeast Asset Advisors Inc. | 23,072 | $2.01M | 0.19% | +14+0.1% | Added |
| Alaethes Wealth LLC | 22,891 | $2.00M | 0.56% | −747−3.2% | Reduced |
| Marietta Investment Partners LLC | 22,868 | $1.99M | 0.40% | −16,634−42.1% | Reduced |
| Sagefield Capital LP | 22,817 | $1.99M | 0.17% | −87,180−79.3% | Reduced |
| M&G Plc | 22,852 | $1.99M | 0.01% | +3,023+15.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 22,719 | $1.98M | 1.17% | +853+3.9% | Added |
| Bessemer Group Inc | 22,700 | $1.98M | 0.00% | −2,023−8.2% | Reduced |
| Summit Trail Advisors, LLC | 22,656 | $1.98M | 0.03% | −7,667−25.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 22,478 | $1.96M | 0.27% | +1,648+7.9% | Added |
| Cornerstone Advisory, LLC | 22,447 | $1.96M | 0.19% | −90.0% | Reduced |
| Capital International Sarl | 22,377 | $1.95M | 0.03% | +5,912+35.9% | Added |
| Columbus Macro, LLC | 22,230 | $1.94M | 0.21% | −137−0.6% | Reduced |
| Quadrant Capital Group LLC | 22,142 | $1.93M | 0.06% | −4,803−17.8% | Reduced |
| Regal Investment Advisors LLC | 22,092 | $1.93M | 0.12% | +887+4.2% | Added |
| Sowell Financial Services LLC | 22,068 | $1.92M | 0.07% | +126+0.6% | Added |
| LVZ Advisors, Inc. | 22,053 | $1.92M | 0.21% | +861+4.1% | Added |
| Meadowbrook Advisors Group, LLC | 22,024 | $1.92M | 1.08% | +22,024 | New |
| Matrix Trust Co | 21,988 | $1.92M | 0.32% | +2,861+15.0% | Added |
| Essex LLC | 21,932 | $1.91M | 0.34% | −666−2.9% | Reduced |
| S.E.E.D. Planning Group LLC | 21,899 | $1.91M | 0.54% | −1,214−5.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,879 | $1.91M | 0.02% | −1,508−6.4% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.90M | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 21,753 | $1.90M | 0.06% | +500+2.4% | Added |
| Gladstone Institutional Advisory LLC | 21,659 | $1.89M | 0.07% | +198+0.9% | Added |
| Assetmark, Inc | 21,625 | $1.89M | 0.00% | −1,083−4.8% | Reduced |
| Ritholtz Wealth Management | 21,520 | $1.88M | 0.03% | −1,244−5.5% | Reduced |
| MSH Capital Advisors LLC | 21,482 | $1.87M | 0.40% | +146+0.7% | Added |
| Benedict Financial Advisors Inc | 21,469 | $1.87M | 0.39% | +638+3.1% | Added |
| Venture Visionary Partners LLC | 21,459 | $1.87M | 0.06% | +349+1.7% | Added |
| Capital Investment Advisory Services, LLC | 21,457 | $1.87M | 0.13% | +84+0.4% | Added |
| HHM Wealth Advisors, LLC | 21,420 | $1.87M | 0.22% | −29−0.1% | Reduced |
| Modern Wealth Management, LLC | 21,402 | $1.87M | 0.03% | +261+1.2% | Added |
| RDA Financial Network | 21,393 | $1.87M | 0.45% | +460+2.2% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $1.84M | 1.08% | 00.0% | Unchanged |
| NTV Asset Management LLC | 21,077 | $1.84M | 0.19% | −93−0.4% | Reduced |
| NBT Bank N A | 19,828 | $1.83M | 0.12% | −153−0.8% | Reduced |
| Ethos Financial Group, LLC | 21,017 | $1.83M | 0.14% | −731−3.4% | Reduced |
| Aprio Wealth Management, LLC | 20,498 | $1.82M | 0.10% | +4,677+29.6% | Added |
| Patten & Patten Inc | 20,834 | $1.82M | 0.11% | −47−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,816 | $1.82M | 0.61% | +14,753+243.3% | Added |
| Applied Finance Capital Management, LLC | 20,754 | $1.81M | 0.13% | +9,081+77.8% | Added |
| Armor Investment Advisors, LLC | 20,742 | $1.81M | 0.67% | −776−3.6% | Reduced |
| Voleon Capital Management LP | 20,672 | $1.80M | 0.04% | −41,778−66.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 20,132 | $1.80M | 0.14% | +20,132 | New |
| NorthRock Partners, LLC | 20,457 | $1.78M | 0.03% | −4,966−19.5% | Reduced |
| Allianz Asset Management GmbH | 20,371 | $1.78M | 0.00% | −64,549−76.0% | Reduced |
| Alberta Investment Management Corp | 20,300 | $1.77M | 0.01% | −4,300−17.5% | Reduced |
| First City Capital Management, Inc. | 20,289 | $1.77M | 0.93% | −80.0% | Reduced |
| Weaver Capital Management LLC | 20,117 | $1.75M | 0.37% | +1,108+5.8% | Added |
| Mystic Asset Management, Inc. | 20,054 | $1.75M | 0.40% | −39−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 20,029 | $1.75M | 0.13% | −1,031−4.9% | Reduced |
| Parsons Capital Management Inc | 20,024 | $1.75M | 0.10% | +50.0% | Added |
| Canal Insurance CO | 20,000 | $1.74M | 0.42% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,817 | $1.73M | 0.04% | +320+1.6% | Added |
| Accurate Wealth Management, LLC | 19,824 | $1.72M | 0.22% | +647+3.4% | Added |
| SageView Advisory Group, LLC | 19,758 | $1.72M | 0.06% | −746−3.6% | Reduced |
| IMC-Chicago, LLC | 19,687 | $1.72M | 0.03% | +19,687 | New |
| Miracle Mile Advisors, LLC | 19,629 | $1.71M | 0.02% | −225−1.1% | Reduced |
| Fulton Bank, N.A. | 19,596 | $1.71M | 0.06% | −2,214−10.2% | Reduced |
| Mayfair Advisory Group, LLC | 19,522 | $1.70M | 0.66% | +68+0.3% | Added |
| SRS Capital Advisors, Inc. | 19,437 | $1.69M | 0.05% | −5,639−22.5% | Reduced |
| Valeo Financial Advisors, LLC | 19,417 | $1.69M | 0.04% | −863−4.3% | Reduced |
| LMG Wealth Partners, LLC | 19,184 | $1.67M | 0.31% | −133−0.7% | Reduced |
| Candriam Luxembourg S.C.A. | 19,157 | $1.67M | 0.01% | +19,157 | New |
| Advisor OS, LLC | 19,151 | $1.67M | 0.13% | +1,002+5.5% | Added |
| ICW Investment Advisors LLC | 19,093 | $1.66M | 0.61% | −89−0.5% | Reduced |
| Focus Financial Network, Inc. | 19,077 | $1.66M | 0.06% | +1,972+11.5% | Added |
| Arete Wealth Advisors, LLC | 19,060 | $1.66M | 0.12% | −10,571−35.7% | Reduced |
| Constitution Capital LLC | 19,055 | $1.66M | 0.79% | −1,500−7.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 19,000 | $1.66M | 0.18% | −1,190−5.9% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.66M | 0.25% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 18,830 | $1.64M | 0.42% | +2,733+17.0% | Added |
| Adapt Wealth Advisors, LLC | 18,829 | $1.64M | 0.56% | −856−4.3% | Reduced |
| Compass Wealth Management, LLC | 18,726 | $1.63M | 0.67% | +43+0.2% | Added |
| Aviva PLC | 18,714 | $1.63M | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 18,676 | $1.63M | 0.12% | +93+0.5% | Added |
| Consolidated Planning Corp | 18,606 | $1.62M | 0.16% | +99+0.5% | Added |
| Bahl & Gaynor Inc | 18,576 | $1.62M | 0.01% | −592−3.1% | Reduced |
| Wellington Shields & Co., LLC | 18,484 | $1.61M | 0.40% | +1,196+6.9% | Added |
| Apella Capital, LLC | 18,477 | $1.61M | 0.03% | +7,356+66.1% | Added |
| Bangor Savings Bank | 18,464 | $1.61M | 0.13% | −1,536−7.7% | Reduced |
| SWAN Capital LLC | 18,377 | $1.60M | 0.62% | −10−0.1% | Reduced |
| Ignite Planners, LLC | 17,924 | $1.60M | 0.25% | +363+2.1% | Added |
| TD Private Client Wealth LLC | 18,202 | $1.59M | 0.03% | −1,409−7.2% | Reduced |
| Tema ETFs LLC | 18,181 | $1.59M | 0.12% | −52−0.3% | Reduced |
| Wedmont Private Capital | 18,290 | $1.58M | 0.05% | −1,662−8.3% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.58M | 0.59% | 00.0% | Unchanged |
| Old Port Advisors | 18,059 | $1.57M | 0.39% | −1,019−5.3% | Reduced |
| Parrish Capital LLC | 18,049 | $1.57M | 1.43% | +18,049 | New |
| Eagle Rock Investment Company, LLC | 17,998 | $1.57M | 0.22% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 17,996 | $1.57M | 0.73% | −106−0.6% | Reduced |
| Primoris Wealth Advisors, LLC | 17,944 | $1.56M | 0.94% | 00.0% | Unchanged |
| Smith, Moore & Co. | 17,896 | $1.56M | 0.12% | −2,499−12.3% | Reduced |
| Diversified Trust Co | 17,876 | $1.56M | 0.03% | +438+2.5% | Added |
| Axxcess Wealth Management, LLC | 17,848 | $1.56M | 0.03% | +962+5.7% | Added |
| SBI Securities Co., Ltd. | 17,812 | $1.55M | 0.04% | +160+0.9% | Added |
| WJ Financial Advisors LLC | 17,718 | $1.55M | 1.38% | +410+2.4% | Added |
| NewEdge Wealth, LLC | 17,634 | $1.54M | 0.02% | +8,088+84.7% | Added |
| Gleason Group, Inc. | 17,589 | $1.53M | 0.15% | +328+1.9% | Added |
| Agp Franklin, LLC | 17,569 | $1.53M | 0.72% | +249+1.4% | Added |