Stock ownership · SEC 13F · Q4 2025
SOUTHERN CO
A breakdown of SOUTHERN CO's institutional base (CUSIP 842587107): the holders, the concentration among them, and what changed last quarter.
- $18.6M
- Reported value
- 15
- Institutions
- 94%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SOUTHERN CO ranks #348 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 15 institutions report $18.6M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 15
- institutions hold it
- $18.6M
- reported 13F value
- 94%
- held by top 5
- #348
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, SOUTHERN CO ranks #348 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 842587107 · Q4 2025 $19M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-MID #348/775
- HOLDERS-NARROW 15 filers
- CONC-DOM 94% top-5
- PHOTO-FINISH WISDOMTREE TR
- ACTIVITY-HOT 12 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: WISDOMTREE TR
Read with: Ownership concentration guide - SOUTHERN CO's top-five holders account for 94% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SOUTHERN CO
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
SOUTHERN CO vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
15 Top 34% higher than 66% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a SOUTHERN CO position has risen from 13 to 15 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 99,083 | $8.6M | 46.5% |
| 2 | Anchor Investment Management, LLC | 75,452 | $6.6M | 35.4% |
| 3 | Tempo Wealth, LLC | 16,949 | $1.5M | 8.0% |
| 4 | Cross Staff Investments Inc | 5,835 | $509K | 2.7% |
| 5 | Astoria Portfolio Advisors LLC. | 2,728 | $260K | 1.4% |
| 6 | CHELSEA COUNSEL CO | 2,764 | $241K | 1.3% |
| 7 | KW WEALTH MANAGEMENT LLC | 2,664 | $232K | 1.3% |
| 8 | FLOYD FINANCIAL GROUP LLC | 2,411 | $227K | 1.2% |
| 9 | DGS Capital Management, LLC | 2,309 | $201K | 1.1% |
| 10 | TD Capital Management LLC | 1,337 | $117K | 0.6% |
| 11 | MidFirst Bank | 392 | $34K | 0.2% |
| 12 | Strategic Investment Solutions, Inc. /IL | 353 | $31K | 0.2% |
| 13 | Bell Investment Advisors, Inc | 263 | $23K | 0.1% |
| 14 | Compass Financial Services Inc | 102 | $9K | 0.0% |
| 15 | SG Trading Solutions, LLC | 5,396 | $471 | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SOUTHERN CO's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (12)
Complete exits (16)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SOUTHERN CO: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($18.6M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (15 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.