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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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q4 2023 vs. Q3 2023

How the institutions holding Southern Co changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of SO: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,713301,838+155
Shares692.9M496.2K700.8M+8.38M (+1.2%)
Value$44.9B$32.1M$49.1B+$4.32B (+9.6%)

30 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (241)

Institutions that held Southern Co at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 241 by value.

Institutions new to SO in Q4 2023
InstitutionSharesValue% of portfolio
Boston Partners811,806$56.9M0.08%
Healthcare of Ontario Pension Plan Trust Fund494,000$34.6M0.12%
Susquehanna Portfolio Strategies, LLC404,303$28.3M0.50%
Tudor Investment Corp Et Al326,409$22.9M0.32%
Qube Research & Technologies Ltd276,143$19.4M0.04%
Voloridge Investment Management, LLC245,942$17.2M0.07%
Sanibel Captiva Trust Company, Inc.229,139$16.1M0.59%
Sabal Trust CO225,182$15.8M0.97%
Renaissance Technologies LLC218,400$15.3M0.02%
Eventide Asset Management, LLC169,005$11.9M0.19%
Capital Group Private Client Services, Inc.163,632$11.5M0.12%
Pathstone Holdings, LLC147,267$10.3M0.06%
HRT Financial LP125,432$8.79M0.06%
Signature Wealth Management Group120,123$8.42M3.89%
GLOBALT Investments LLC86,895$6.09M0.25%
Bayesian Capital Management, LP85,719$6.01M0.64%
Executive Wealth Management, LLC81,094$5.69M0.54%
Lumbard & Kellner, LLC66,501$4.66M2.70%
Planning Capital Management Corp54,442$3.82M2.98%
Alpine Woods Capital Investors, LLC54,120$3.79M0.57%
FIL Ltd53,700$3.77M0.00%
Concurrent Investment Advisors, LLC52,228$3.66M0.17%
Steward Partners Investment Solutions, LLC48,234$3.38M1.41%
Capital Investment Counsel, LLC43,919$3.08M1.16%
LongView Wealth Management42,137$3.03M1.35%
Morton Community Bank41,185$2.89M0.94%
HighPoint Advisor Group LLC37,062$2.58M0.19%
Harbour Trust & Investment Management Co36,547$2.56M0.36%
Quantitative Investment Management, LLC36,026$2.53M0.15%
Compagnie Lombard Odier SCmA34,500$2.42M0.04%
Rothschild Investment LLC33,859$2.37M0.20%
Broadwater Capital Management LLC30,979$2.17M1.70%
Focus Financial Network Inc29,918$2.10M0.08%
U.S. Capital Wealth Advisors, LLC29,046$2.04M0.08%
FJ Investments, LLC28,083$1.97M0.09%
Rockline Wealth Management, LLC27,744$1.95M0.81%
Smith Group Asset Management, LLC26,178$1.84M0.11%
Degroof Petercam Asset Management25,679$1.80M0.02%
Investment Management Corp of Ontario25,442$1.78M0.04%
Cubist Systematic Strategies, LLC25,381$1.78M0.02%
Pearl River Capital, LLC23,663$1.66M0.27%
Tyche Wealth Partners LLC23,550$1.65M0.40%
JPL Wealth Management, LLC23,275$1.63M1.18%
Nomura Holdings Inc22,065$1.55M0.01%
Davis Capital Management21,453$1.50M1.44%
Gunn & Co Investment Management, Inc.20,985$1.47M0.10%
Cullen Investment Group, Ltd.19,870$1.39M0.24%
Principal Securities, Inc.18,896$1.32M0.05%
Trust Point Inc.17,069$1.20M0.10%
Weaver Capital Management LLC16,792$1.18M0.48%
TCW Group Inc16,562$1.16M0.01%
Ables, Iannone, Moore & Associates, Inc.15,131$1.06M0.81%
Strategic Planning Group, LLC14,485$1.02M0.34%
Entropy Technologies, LP13,387$938.7K0.17%
WBI Investments13,383$938.4K0.19%
Colony Group, LLC13,143$922.0K0.01%
Eisler Capital (UK) Ltd.12,909$905.2K0.08%
Sagefield Capital LP12,904$904.8K0.12%
Mesirow Financial Investment Management, Inc.11,700$820.4K0.03%
Groupama Asset Managment11,598$813.5K0.02%
Visionary Horizons, LLC11,551$810.0K0.66%
Rollins Financial Advisors, LLC11,424$801.0K0.17%
Quest Partners LLC11,117$779.5K0.17%
Kuhn & Co Investment Counsel10,939$767.0K0.79%
BlueChip Wealth Advisors LLC10,871$762.2K0.53%
FCG Investment Co10,464$733.7K0.72%
Investment Partners Asset Management, Inc.10,291$721.6K0.72%
DCM Advisors, LLC10,000$701.2K0.25%
Trueblood Wealth Management, LLC9,887$693.3K0.43%
Skopos Labs, Inc.9,867$691.9K0.33%
Advisor Resource Council9,780$685.7K0.08%
Sterling Investment Counsel, LLC9,300$652.1K0.33%
First Dallas Securities Inc.8,870$622.0K0.32%
Smartleaf Asset Management LLC9,123$612.1K0.16%
Midland Wealth Advisors LLC8,670$607.9K0.04%
MONECO Advisors, LLC8,384$587.9K0.11%
SageView Advisory Group, LLC8,441$584.6K0.03%
SCP Investment, LP7,800$548.2K0.44%
Novak & Powell Financial Services, Inc.7,636$535.5K0.36%
Mainsail Asset Management, LLC7,632$535.1K0.50%
Sherbrooke Park Advisers LLC7,574$531.1K0.25%
Skyline Advisors, Inc.7,507$526.4K0.25%
Leo Wealth, LLC7,484$522.8K0.05%
Centiva Capital, LP7,365$516.4K0.03%
Sar Wealth Management Group, LLC7,313$512.8K0.52%
Strategic Wealth Partners, Ltd.7,081$496.5K0.06%
Yeomans Consulting Group, Inc.7,057$494.8K0.25%
Cidel Asset Management Inc7,006$491.3K0.02%
Second Line Capital, LLC6,919$485.2K0.19%
OneAscent Financial Services LLC6,495$455.0K0.06%
Tritonpoint Wealth, LLC6,474$454.0K0.04%
Abel Hall, LLC6,458$452.9K0.39%
Bush Investment Group, LLC6,698$451.4K0.42%
Syon Capital LLC6,238$437.4K0.04%
Valued Retirements, Inc.6,192$434.2K0.75%
Harmony Asset Management LLC6,164$432.2K0.18%
Mosley Wealth Management6,136$430.3K0.42%
Point72 Europe (London) LLP6,048$424.1K0.05%
FSA Advisors, Inc.6,019$422.1K0.52%
Roundview Capital LLC5,954$417.5K0.04%

Sold out (86)

Institutions that held Southern Co at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of SO in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
ExodusPoint Capital Management, LP1,223,978$79.2M
Merewether Investment Management, LP790,220$51.1M
Alps Advisors Inc332,109$21.5M
Covalis Capital LLP199,961$12.9M
Aventail Capital Group, LP181,799$11.8M
C2C Wealth Management, LLC182,246$11.4M
Element Capital Management LLC120,321$7.79M
Decade Renewable Partners LP104,800$6.78M
Yaupon Capital Management LP90,797$5.88M
Soros Fund Management LLCSuperinvestorSoros Fund Management90,000$5.82M
Greenland Capital Management LP88,227$5.71M
Natixis50,757$3.28M
Cantor Fitzgerald, L. P.39,084$2.53M
Credit Agricole S A32,885$2.13M
Portman Square Capital LLP28,767$1.86M
Private Advisory Group LLC24,770$1.60M
Family Management Corp22,284$1.44M
BTG Pactual Global Asset Management Ltd20,366$1.32M
Segall Bryant & Hamill, LLC17,613$1.14M
Fund Management at Engine No. 1 LLC15,594$1.01M
Landscape Capital Management, L.L.C.15,575$1.01M
Rollins Financial12,524$810.6K
Aigen Investment Management, LP12,482$807.8K
Eisler Capital (US) LLC11,673$755.5K
Toews Corp11,600$750.8K
Mirabella Financial Services LLP9,654$624.8K
Jump Financial, LLC9,587$620.5K
Alethea Capital Management, LLC6,658$430.9K
Maven Securities LTD6,476$419.1K
Fox Run Management, L.L.C.6,470$418.7K
Main Street Research LLC6,460$418.1K
Inceptionr LLC6,383$413.1K
Group One Trading, L.P.5,977$386.8K
Peak Planning Group, LLC5,668$366.8K
Schmidt P J Investment Management Inc5,405$359.1K
Financial Engines Advisors L.L.C.5,430$351.4K
Auxano Advisors, LLC5,183$335.4K
Two Sigma Securities, LLC4,973$321.9K
Gateway Wealth Partners, LLC4,945$320.0K
Vicus Capital4,398$284.7K
WealthShield Partners, LLC4,099$265.3K
MBE Wealth Management, LLC4,090$264.7K
Advisory Research Inc4,011$259.6K
Headlands Technologies LLC3,971$257.0K
Strategic Financial Concepts, LLC3,807$246.4K
Connolly Sarah T.3,740$242.1K
Seven Eight Capital, LP3,721$240.8K
Wiser Wealth Management, Inc3,587$232.2K
Independent Solutions Wealth Management, LLC3,550$229.8K
Alpha Family Trust3,520$227.8K
RWM Asset Management, LLC3,520$227.8K
Aviance Capital Partners, LLC3,457$223.7K
Finer Wealth Management, Inc.3,397$219.9K
Campbell Wealth Management3,260$211.0K
Chesapeake Wealth Management3,173$205.4K
Carmel Capital Partners, LLC2,724$176.3K
PEAK6 Investments LLC2,503$162.0K
Asahi Life Asset Management Co., Ltd.2,432$157.4K
WR Wealth Planners, LLC2,271$146.9K
Riverview Trust Co1,867$120.8K
Headinvest, LLC1,719$107.8K
Acropolis Investment Management, LLC1,577$102.1K
Rock Creek Group, LP1,414$91.5K
State of Wyoming1,318$85.3K
Certified Advisory Corp1,302$84.3K
Elequin Capital LP1,253$81.1K
Northwest Investment Counselors, LLC900$58.2K
BOK Financial Private Wealth, Inc.845$54.7K
SRS Capital Advisors, Inc.740$47.9K
Simplex Trading, LLC724$46.0K
Baker Avenue Asset Management, LP646$41.8K
Alaska Permanent Fund Corp566$36.6K
Halpern Financial, Inc.550$35.6K
RVW Wealth, LLC548$35.5K
Intrepid Capital Management Inc428$27.7K
Annapolis Financial Services, LLC280$18.1K
Milestone Investment Advisors LLC200$12.9K
First Financial Corp85$5.50K
Authentikos Wealth Advisory, LLC54$3.50K
Gs Investments, Inc.51$3.30K
Arlington Partners LLC48$3.11K
Perkins Coie Trust Co37$2.39K
USA Financial Portformulas Corp23$1.49K
Briaud Financial Planning, Inc30$1.00K
Tfo-TDC, LLC13$913
ClariVest Asset Management LLC5$0

Not filed for Q4 2023 yet (30)

Institutions that held Southern Co at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.