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 |
|---|---|---|---|---|---|
| Huber Capital Management LLC | 17,500 | $1.53M | 0.22% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 17,342 | $1.51M | 0.48% | −50.0% | Reduced |
| Romano Brothers and Company | 17,327 | $1.51M | 0.17% | +54+0.3% | Added |
| TCW Group Inc | 17,310 | $1.51M | 0.01% | +17,310 | New |
| Altshuler Shaham Ltd | 17,267 | $1.51M | 0.02% | +1,349+8.5% | Added |
| Rollins Financial Advisors, LLC | 17,243 | $1.50M | 0.22% | −2,070−10.7% | Reduced |
| LVW Advisors, LLC | 17,091 | $1.49M | 0.15% | −3,781−18.1% | Reduced |
| Baldwin Investment Management, LLC | 17,037 | $1.49M | 0.17% | +3,159+22.8% | Added |
| Smith Thornton Advisors LLC | 17,010 | $1.48M | 0.75% | +40.0% | Added |
| Dearborn Partners LLC | 16,962 | $1.48M | 0.07% | −805−4.5% | Reduced |
| Tempo Wealth, LLC | 16,949 | $1.48M | 0.26% | +16,949 | New |
| Richard Bernstein Advisors LLC | 16,902 | $1.47M | 0.04% | −1,855−9.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 16,749 | $1.46M | 0.83% | −348−2.0% | Reduced |
| Vontobel Holding Ltd. | 16,747 | $1.46M | 0.00% | −861−4.9% | Reduced |
| Earnest Partners LLC | 16,503 | $1.44M | 0.01% | −1,770−9.7% | Reduced |
| Balyasny Asset Management LLC | 16,478 | $1.44M | 0.00% | +16,478 | New |
| AssuredPartners Investment Advisors, LLC | 16,450 | $1.43M | 0.21% | +639+4.0% | Added |
| Sumitomo Life Insurance Co | 16,442 | $1.43M | 0.04% | +107+0.7% | Added |
| CAPROCK Group, Inc. | 16,410 | $1.43M | 0.03% | −591−3.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.43M | 0.10% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 16,330 | $1.42M | 0.97% | +16,330 | New |
| Lebenthal Global Advisors, LLC | 16,321 | $1.42M | 0.22% | +992+6.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,305 | $1.42M | 0.41% | −64−0.4% | Reduced |
| Brevan Howard Capital Management LP | 16,194 | $1.41M | 0.03% | −71,788−81.6% | Reduced |
| XML Financial, LLC | 16,050 | $1.40M | 0.11% | −1,083−6.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $1.40M | 0.38% | +16,000 | New |
| Stokes Family Office, LLC | 15,994 | $1.39M | 0.13% | +115+0.7% | Added |
| CWS Financial Advisors, LLC | 15,907 | $1.39M | 0.38% | +1,634+11.4% | Added |
| Capital & Planning, LLC | 15,900 | $1.39M | 6.42% | −125,873−88.8% | Reduced |
| High Net Worth Advisory Group LLC | 15,874 | $1.38M | 0.32% | 00.0% | Unchanged |
| DMG Group, LLC | 15,764 | $1.37M | 0.92% | +531+3.5% | Added |
| Asset Advisors Investment Management, LLC | 15,763 | $1.37M | 0.13% | −1,191−7.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 15,759 | $1.37M | 0.27% | −4,745−23.1% | Reduced |
| Larson Financial Group LLC | 15,748 | $1.37M | 0.05% | −713−4.3% | Reduced |
| CapWealth Advisors, LLC | 15,735 | $1.37M | 0.09% | −998−6.0% | Reduced |
| Everstar Asset Management, LLC | 16,349 | $1.37M | 0.73% | +1,621+11.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 15,710 | $1.37M | 0.29% | +281+1.8% | Added |
| Stiles Financial Services Inc | 15,667 | $1.37M | 0.42% | +442+2.9% | Added |
| Bush Investment Group, LLC | 15,661 | $1.37M | 0.76% | +40+0.3% | Added |
| EPG Wealth Management LLC | 15,652 | $1.36M | 0.37% | −621−3.8% | Reduced |
| Western Wealth Management, LLC | 15,513 | $1.35M | 0.06% | +1,788+13.0% | Added |
| Ipswich Investment Management Co., Inc. | 15,492 | $1.35M | 0.31% | −945−5.7% | Reduced |
| Excelsior Advisor Network LLC | 15,350 | $1.34M | 0.65% | +15,350 | New |
| Invesco, LLC | 15,342 | $1.34M | 0.45% | +308+2.0% | Added |
| Silvercrest Asset Management Group LLC | 15,309 | $1.33M | 0.01% | −400−2.5% | Reduced |
| Aigen Investment Management, LP | 15,230 | $1.33M | 0.31% | +15,230 | New |
| Mather Group, LLC. | 15,221 | $1.33M | 0.01% | −11,571−43.2% | Reduced |
| Powers Advisory Group, LLC | 15,193 | $1.32M | 0.50% | +144+1.0% | Added |
| Confluence Wealth Services, Inc. | 15,137 | $1.32M | 0.05% | −473−3.0% | Reduced |
| Gateway Wealth Partners, LLC | 15,093 | $1.32M | 0.15% | +2,275+17.7% | Added |
| International Assets Investment Management, LLC | 14,920 | $1.30M | 0.09% | +427+2.9% | Added |
| Cannon Financial Strategists, Inc. | 14,889 | $1.30M | 0.18% | +1,728+13.1% | Added |
| National Asset Management, Inc. | 14,864 | $1.30M | 0.06% | +70.0% | Added |
| Venturi Wealth Management, LLC | 14,762 | $1.29M | 0.06% | −468−3.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 14,741 | $1.29M | 0.04% | −107−0.7% | Reduced |
| Ascent Group, LLC | 14,699 | $1.28M | 0.04% | +1,822+14.1% | Added |
| Flputnam Investment Management Co | 14,670 | $1.28M | 0.02% | −380−2.5% | Reduced |
| Fca Corp | 14,621 | $1.27M | 0.36% | −772−5.0% | Reduced |
| Bank of Hawaii | 14,618 | $1.27M | 0.06% | −3,980−21.4% | Reduced |
| GoalVest Advisory LLC | 14,617 | $1.27M | 0.24% | −1,848−11.2% | Reduced |
| Diversify Advisory Services, LLC | 14,332 | $1.27M | 0.04% | +690+5.1% | Added |
| Busey Wealth Management | 14,579 | $1.27M | 0.03% | +833+6.1% | Added |
| Register Financial Advisors LLC | 14,579 | $1.27M | 0.50% | −247−1.7% | Reduced |
| Spreng Capital Management, Inc. | 14,559 | $1.27M | 0.50% | −58−0.4% | Reduced |
| Burns J W & Co Inc | 14,456 | $1.26M | 0.14% | −1,576−9.8% | Reduced |
| Farmers National Bank | 14,421 | $1.26M | 0.28% | −200−1.4% | Reduced |
| Valmark Advisers, Inc. | 14,361 | $1.25M | 0.02% | −609−4.1% | Reduced |
| Axq Capital, LP | 14,354 | $1.25M | 0.28% | +380+2.7% | Added |
| Philadelphia Trust Co | 14,320 | $1.25M | 0.09% | 00.0% | Unchanged |
| BCS Wealth Management | 14,238 | $1.24M | 0.13% | +9,808+221.4% | Added |
| BancorpSouth Bank | 14,216 | $1.24M | 0.07% | −178−1.2% | Reduced |
| Ti-Trust, Inc | 14,160 | $1.23M | 0.76% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 14,106 | $1.23M | 0.49% | −66−0.5% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,000 | $1.22M | 0.06% | +14,000 | New |
| Meiji Yasuda Asset Management Co Ltd. | 13,966 | $1.22M | 0.06% | +29+0.2% | Added |
| Sculati Wealth Management, LLC | 13,905 | $1.21M | 0.43% | −60−0.4% | Reduced |
| Golden State Equity Partners | 13,901 | $1.21M | 0.20% | +5,632+68.1% | Added |
| Berkeley Capital Partners, LLC | 13,847 | $1.21M | 0.28% | −47−0.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,819 | $1.21M | 0.28% | −519−3.6% | Reduced |
| Firethorn Wealth Partners, LLC | 13,811 | $1.20M | 0.45% | +628+4.8% | Added |
| Centennial Bank | 13,791 | $1.20M | 0.48% | −700−4.8% | Reduced |
| Detalus Advisors, LLC | 13,783 | $1.20M | 0.29% | −393−2.8% | Reduced |
| Glen Eagle Advisors, LLC | 13,739 | $1.20M | 0.16% | −1,236−8.3% | Reduced |
| Main Street Financial Solutions, LLC | 13,700 | $1.19M | 0.09% | −40,287−74.6% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $1.19M | 0.26% | 00.0% | Unchanged |
| Bank & Trust Co | 13,662 | $1.19M | 0.84% | 00.0% | Unchanged |
| Adirondack Trust Co | 13,648 | $1.19M | 0.39% | −320−2.3% | Reduced |
| ForthRight Wealth Management, LLC | 13,638 | $1.19M | 0.34% | +38+0.3% | Added |
| Personal Cfo Solutions, LLC | 13,615 | $1.19M | 0.19% | −602−4.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,534 | $1.18M | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 13,506 | $1.18M | 0.05% | −7,943−37.0% | Reduced |
| Mitchell Sinkler & Starr | 13,498 | $1.18M | 0.53% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13,490 | $1.18M | 0.03% | −10.0% | Reduced |
| Parallel Advisors, LLC | 13,473 | $1.17M | 0.02% | −1,147−7.8% | Reduced |
| Intesa Sanpaolo S.p.A. | 13,407 | $1.17M | 0.08% | +13,407 | New |
| Alps Advisors Inc | 13,443 | $1.17M | 0.01% | +3,957+41.7% | Added |
| Advyzon Investment Management, LLC | 13,431 | $1.17M | 0.14% | +217+1.6% | Added |
| Prosperity Consulting Group, LLC | 13,298 | $1.16M | 0.05% | +617+4.9% | Added |
| Commerzbank Aktiengesellschaft | 13,254 | $1.16M | 0.02% | +2,488+23.1% | Added |
| Blue Fin Capital, Inc. | 13,173 | $1.15M | 0.18% | −396−2.9% | Reduced |