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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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q4 2023

Institutional positions in Southern Co as of Dec 31, 2023. 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
1,838
+155 vs. Q3 2023
Shares held
700.8M
+8.38M (+1.2%) vs. Q3 2023
Total value
$49.1B
+$4.32B (+9.6%) vs. Q3 2023
New holders
241
648 more added
Sold out
86
711 more reduced

30 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 1,838 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ4 2023: $49.1B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2023.

Institutions holding SO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Psagot Value Holdings Ltd. / (Israel)1$00.00%+1New
Belmont Capital, LLC3$1840.00%−235−98.7%Reduced
EntryPoint Capital, LLC6$4210.00%+6New
Rakuten Securities, Inc.6$4210.00%+6New
Valued Wealth Advisors LLC7$4540.00%+7New
True Wealth Design, LLC12$8420.00%00.0%Unchanged
Orion Capital Management LLC14$9820.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.14$1.00K0.00%−498−97.3%Reduced
WestEnd Advisors, LLC17$1.19K0.00%−11−39.3%Reduced
Castleview Partners, LLC18$1.26K0.00%−5,401−99.7%Reduced
Delos Wealth Advisors, LLC18$1.26K0.00%00.0%Unchanged
Raffa Wealth Management, LLC19$1.33K0.00%00.0%Unchanged
Financial Avengers, Inc.21$1.46K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC23$1.60K0.00%+23New
Trifecta Capital Advisors, LLC23$1.61K0.00%00.0%Unchanged
SJS Investment Consulting Inc.24$1.68K0.00%−3−11.1%Reduced
New Millennium Group LLC27$1.89K0.00%00.0%Unchanged
Hollencrest Capital Management30$2.10K0.00%00.0%Unchanged
PayPay Securities Corp36$2.55K0.13%+6+20.0%Added
PFG Private Wealth Management, LLC41$2.88K0.00%−49−54.4%Reduced
Key Financial Inc45$3.15K0.00%−93−67.4%Reduced
Custom Portfolio Group LLC45$3.15K0.00%+45New
Atlas Capital Advisors LLC47$3.29K0.00%00.0%Unchanged
DB Wealth Management Group, LLC50$3.51K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC57$4.00K0.00%+57New
Private Ocean, LLC60$4.21K0.00%00.0%Unchanged
Burkett Financial Services, LLC60$4.24K0.00%+60New
MeadowBrook Investment Advisors LLC75$5.26K0.01%+75New
Retirement Group, LLC84$5.92K0.00%−103−55.1%Reduced
Long Island Wealth Management, Inc.91$6.00K0.00%+91New
AXS Investments LLC98$6.87K0.00%−19−16.2%Reduced
Criterion Capital Advisors, LLC101$7.11K0.01%+101New
Wellington Shields Capital Management, LLC102$7.16K0.00%−1,549−93.8%Reduced
Financial Freedom, LLC109$7.63K0.00%−49−31.0%Reduced
Guardian Wealth Management, Inc.113$7.89K0.01%+2+1.8%Added
Nemes Rush Group LLC113$7.92K0.00%+113New
Aspect Partners, LLC114$7.99K0.01%+114New
Pineridge Advisors LLC118$8.27K0.00%+118New
Cherry Tree Wealth Management, LLC121$8.48K0.00%00.0%Unchanged
Pingora Partners LLC130$9.12K0.01%+130New
Stephenson National Bank & Trust140$9.82K0.00%00.0%Unchanged
Provence Wealth Management Group144$10.1K0.01%00.0%Unchanged
FWL Investment Management, LLC150$10.5K0.01%−15−9.1%Reduced
Caitlin John, LLC150$10.5K0.01%+150New
Loomis Sayles & Co L P152$11.0K0.00%+152New
Private Wealth Management Group, LLC160$11.2K0.01%+160New
Pflug Koory, LLC165$11.6K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC182$13.0K0.01%+41+29.1%Added
TSFG, LLC204$14.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust200$14.0K0.01%00.0%Unchanged
Emfo, LLC200$14.0K0.01%00.0%Unchanged
Impact Partnership Wealth, LLC200$14.0K0.01%00.0%Unchanged
Spectrum Wealth Counsel, LLC200$14.0K0.00%+200New
Hoese & Co LLP200$14.2K0.01%00.0%Unchanged
VisionPoint Advisory Group, LLC204$14.3K0.01%−1,511−88.1%Reduced
Winch Advisory Services, LLC210$14.7K0.00%+2+1.0%Added
Logan Capital Management Inc210$14.7K0.00%−210−50.0%Reduced
Acadian Asset Management LLC219$15.0K0.00%+219New
New England Capital Financial Advisors LLC220$15.4K0.01%+2+0.9%Added
Planned Solutions, Inc.222$15.6K0.01%+222New
Tidemark, LLC225$15.8K0.01%+225New
Eagle Bay Advisors LLC226$15.8K0.01%+9+4.1%Added
Global Financial Private Client, LLC233$16.3K0.01%00.0%Unchanged
Wolff Wiese Magana LLC238$16.7K0.02%00.0%Unchanged
Central Bank & Trust Co250$17.5K0.00%00.0%Unchanged
Clean Yield Group250$17.5K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC250$17.5K0.01%00.0%Unchanged
Financial Perspectives, Inc256$18.0K0.01%00.0%Unchanged
Dunhill Financial, LLC267$18.7K0.02%+267New
CGC Financial Services, LLC270$18.9K0.01%+210+350.0%Added
Versant Capital Management, Inc274$19.2K0.01%−370−57.5%Reduced
Transcendent Capital Group LLC279$19.6K0.01%+279New
Sachetta, LLC283$19.8K0.01%+283New
Kelly Financial Services LLC289$20.3K0.01%+3+1.0%Added
GW&K Investment Management, LLC306$21.0K0.00%−31−9.2%Reduced
Pin Oak Investment Advisors Inc300$21.0K0.02%+300New
Trivant Custom Portfolio Group, LLC300$21.0K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.300$21.0K0.01%+300New
Activest Wealth Management300$21.0K0.01%+300New
Advantage Trust Co300$21.0K0.02%+300New
Evermay Wealth Management LLC308$21.6K0.00%+8+2.7%Added
Morton Brown Family Wealth, LLC314$22.0K0.01%00.0%Unchanged
NVWM, LLC330$23.1K0.01%−1,000−75.2%Reduced
Cedar Wealth Management, LLC334$23.4K0.01%00.0%Unchanged
Centerpoint Advisors, LLC346$24.0K0.01%−16−4.4%Reduced
FSC Wealth Advisors, LLC348$24.4K0.02%00.0%Unchanged
Ritter Daniher Financial Advisory LLC350$24.5K0.01%00.0%Unchanged
Chesapeake Asset Management LLC378$26.6K0.02%−227−37.5%Reduced
Chilton Capital Management LLC393$27.6K0.00%+41+11.6%Added
First Community Trust NA400$28.0K0.03%00.0%Unchanged
Birchbrook, Inc.400$28.0K0.02%+400New
Perritt Capital Management Inc403$28.3K0.02%−108−21.1%Reduced
Operose Advisors LLC409$28.7K0.01%−1,331−76.5%Reduced
MB, Levis & Associates, LLC416$29.2K0.02%+1+0.2%Added
Voisard Asset Management Group, Inc.436$30.6K0.02%+436New
Thompson Siegel & Walmsley LLC446$31.0K0.00%−87−16.3%Reduced
Scarborough Advisors, LLC443$31.1K0.01%+443New
Northwest Capital Management Inc449$31.5K0.01%+133+42.1%Added
Bell Investment Advisors, Inc464$32.5K0.01%−62−11.8%Reduced
VitalStone Financial, LLC474$33.0K0.03%00.0%Unchanged