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 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gratus Capital LLC | 9,792 | $686.6K | 0.04% | +3,355+52.1% | Added |
| Pine Valley Investments Ltd Liability Co | 9,826 | $689.0K | 0.06% | +5+0.1% | Added |
| Skopos Labs, Inc. | 9,867 | $691.9K | 0.33% | +9,867 | New |
| EPG Wealth Management LLC | 10,249 | $691.9K | 0.18% | +40.0% | Added |
| Monetary Management Group Inc | 9,876 | $692.5K | 0.22% | 00.0% | Unchanged |
| Summit Global Investments | 9,879 | $693.0K | 0.05% | −2,652−21.2% | Reduced |
| Trueblood Wealth Management, LLC | 9,887 | $693.3K | 0.43% | +9,887 | New |
| Ancora Advisors, LLC | 9,893 | $693.7K | 0.02% | +75+0.8% | Added |
| Linscomb & Williams, Inc. | 9,894 | $693.8K | 0.04% | +439+4.6% | Added |
| Park National Corp | 9,899 | $694.1K | 0.03% | −300−2.9% | Reduced |
| Allred Capital Management, LLC | 9,919 | $695.5K | 0.30% | −923−8.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,928 | $696.2K | 0.09% | 00.0% | Unchanged |
| Excalibur Management Corp | 9,935 | $696.6K | 0.33% | −85−0.8% | Reduced |
| ProVise Management Group, LLC | 9,983 | $700.0K | 0.06% | −636−6.0% | Reduced |
| DCM Advisors, LLC | 10,000 | $701.2K | 0.25% | +10,000 | New |
| Arrow Financial Corp | 10,011 | $702.0K | 0.07% | −53−0.5% | Reduced |
| Journey Advisory Group, LLC | 10,033 | $703.5K | 0.10% | −25−0.2% | Reduced |
| Summit Financial Group Inc | 10,034 | $703.6K | 0.27% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 10,097 | $708.0K | 0.02% | +6,438+175.9% | Added |
| Verity Asset Management, Inc. | 10,116 | $709.4K | 0.45% | +199+2.0% | Added |
| North Star Investment Management Corp. | 10,133 | $710.5K | 0.05% | +10+0.1% | Added |
| Marco Investment Management LLC | 10,137 | $710.8K | 0.07% | +262+2.7% | Added |
| Quadrant Capital Group LLC | 10,157 | $712.2K | 0.06% | +602+6.3% | Added |
| HM Payson & Co | 10,181 | $713.9K | 0.01% | −1,227−10.8% | Reduced |
| BIP Wealth, LLC | 10,258 | $719.3K | 0.06% | +2,185+27.1% | Added |
| HBK Sorce Advisory LLC | 10,276 | $720.6K | 0.03% | −334−3.1% | Reduced |
| Investment Partners Asset Management, Inc. | 10,291 | $721.6K | 0.72% | +10,291 | New |
| MEMBERS Trust Co | 10,347 | $725.9K | 0.02% | −475−4.4% | Reduced |
| FCG Investment Co | 10,464 | $733.7K | 0.72% | +10,464 | New |
| Morningstar Investment Management LLC | 10,487 | $735.0K | 0.08% | −93−0.9% | Reduced |
| Centre Asset Management, LLC | 10,497 | $736.0K | 0.18% | −159−1.5% | Reduced |
| Eqis Capital Management, Inc. | 10,507 | $736.7K | 0.06% | +2,368+29.1% | Added |
| Americana Partners, LLC | 10,654 | $736.9K | 0.07% | −3,155−22.8% | Reduced |
| Insight Inv LLC | 10,530 | $738.4K | 0.72% | +150+1.4% | Added |
| LVW Advisors, LLC | 10,594 | $742.9K | 0.14% | +4,264+67.4% | Added |
| Chesley Taft & Associates LLC | 10,629 | $745.3K | 0.04% | −173−1.6% | Reduced |
| 1620 Investment Advisors, Inc. | 10,630 | $745.4K | 0.82% | −7,227−40.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,646 | $746.5K | 0.14% | −17−0.2% | Reduced |
| Silverlake Wealth Management LLC | 10,652 | $746.9K | 0.41% | −231−2.1% | Reduced |
| Nwam LLC | 10,668 | $748.1K | 0.06% | +494+4.9% | Added |
| Firethorn Wealth Partners, LLC | 10,691 | $749.7K | 0.49% | +310+3.0% | Added |
| Eudaimonia Partners, LLC | 10,719 | $751.6K | 0.20% | +133+1.3% | Added |
| Aberdeen Wealth Management LLC | 10,724 | $752.0K | 0.55% | −295−2.7% | Reduced |
| Koshinski Asset Management, Inc. | 10,729 | $752.3K | 0.11% | −2,175−16.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,756 | $754.2K | 0.08% | −165−1.5% | Reduced |
| Court Place Advisors, LLC | 10,779 | $755.8K | 0.25% | −373−3.3% | Reduced |
| Teza Capital Management LLC | 10,801 | $757.4K | 0.13% | +4,201+63.7% | Added |
| GTS Securities LLC | 10,830 | $759.4K | 0.02% | −587−5.1% | Reduced |
| Avantax Planning Partners, Inc. | 10,843 | $760.3K | 0.03% | +896+9.0% | Added |
| Wintrust Investments LLC | 10,850 | $761.0K | 0.07% | +481+4.6% | Added |
| BlueChip Wealth Advisors LLC | 10,871 | $762.2K | 0.53% | +10,871 | New |
| Farmers Trust Co | 10,935 | $766.8K | 0.16% | −110−1.0% | Reduced |
| Kuhn & Co Investment Counsel | 10,939 | $767.0K | 0.79% | +10,939 | New |
| Traverso Chambers Private Wealth Management, LLC | 11,002 | $771.5K | 0.19% | −16−0.1% | Reduced |
| Atlantic Trust, LLC | 11,005 | $771.7K | 0.21% | +47+0.4% | Added |
| Sunburst Financial Group, LLC | 11,027 | $773.2K | 0.24% | +464+4.4% | Added |
| Cobblestone Capital Advisors LLC | 11,072 | $776.4K | 0.05% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 11,081 | $777.0K | 0.31% | +67+0.6% | Added |
| Vista Capital Partners, Inc. | 11,102 | $778.5K | 0.10% | +2,477+28.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 11,103 | $778.5K | 0.21% | −641−5.5% | Reduced |
| Live Oak Investment Partners | – | $779.2K | 0.71% | – | – |
| Plimoth Trust Co LLC | 11,112 | $779.2K | 0.22% | −30−0.3% | Reduced |
| Quest Partners LLC | 11,117 | $779.5K | 0.17% | +11,117 | New |
| Wright Investors Service Inc | 11,139 | $781.1K | 0.22% | −2,199−16.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,159 | $782.5K | 0.26% | +50.0% | Added |
| Cannon Financial Strategists, Inc. | 11,185 | $784.3K | 0.17% | +5,505+96.9% | Added |
| Gilbert & Cook, Inc. | 11,202 | $785.5K | 0.11% | +462+4.3% | Added |
| Valmark Advisers, Inc. | 11,309 | $793.0K | 0.01% | −1,189−9.5% | Reduced |
| Viawealth, LLC | 11,319 | $793.7K | 0.55% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 11,331 | $794.5K | 0.12% | −117−1.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 11,406 | $799.8K | 0.12% | −21,229−65.0% | Reduced |
| Rollins Financial Advisors, LLC | 11,424 | $801.0K | 0.17% | +11,424 | New |
| Nicollet Investment Management, Inc. | 11,461 | $804.0K | 0.33% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 11,502 | $806.5K | 0.03% | −329−2.8% | Reduced |
| HITE Hedge Asset Management LLC | 11,504 | $806.7K | 0.08% | −400,884−97.2% | Reduced |
| Park Place Capital Corp | 11,510 | $807.1K | 0.32% | −1,596−12.2% | Reduced |
| Cigna Investments Inc | 11,548 | $810.0K | 0.17% | −172−1.5% | Reduced |
| Visionary Horizons, LLC | 11,551 | $810.0K | 0.66% | +11,551 | New |
| Machina Capital S.A.S. | 11,587 | $812.5K | 0.52% | +26+0.2% | Added |
| Groupama Asset Managment | 11,598 | $813.5K | 0.02% | +11,598 | New |
| Wedmont Private Capital | 11,341 | $818.4K | 0.07% | +2,048+22.0% | Added |
| Mesirow Financial Investment Management, Inc. | 11,700 | $820.4K | 0.03% | +11,700 | New |
| Baker Boyer National Bank | 11,741 | $823.2K | 0.30% | 00.0% | Unchanged |
| Intrust Bank NA | 11,751 | $824.0K | 0.10% | −1,847−13.6% | Reduced |
| NovaPoint Capital, LLC | 11,755 | $824.2K | 0.31% | −2,385−16.9% | Reduced |
| Guardian Wealth Advisors, LLC | 11,767 | $825.1K | 0.13% | +150+1.3% | Added |
| Waterfront Wealth Inc. | 11,823 | $829.0K | 0.24% | +254+2.2% | Added |
| Resources Management Corp | 11,860 | $832.0K | 0.12% | −125−1.0% | Reduced |
| Bangor Savings Bank | 11,869 | $832.3K | 0.09% | +34+0.3% | Added |
| Shepherd Financial Partners LLC | 11,901 | $834.5K | 0.12% | +20.0% | Added |
| Lineweaver Wealth Advisors, LLC | 11,910 | $835.7K | 0.22% | +5,586+88.3% | Added |
| Siemens Fonds Invest GmbH | 11,949 | $837.9K | 0.07% | −13,091−52.3% | Reduced |
| Blue Fin Capital, Inc. | 11,980 | $840.1K | 0.22% | −149−1.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $841.3K | 0.53% | 00.0% | Unchanged |
| Twin Capital Management Inc | 12,018 | $842.7K | 0.11% | +152+1.3% | Added |
| Venturi Wealth Management, LLC | 12,026 | $843.3K | 0.06% | +7,012+139.8% | Added |
| Rogco, LP | 12,052 | $845.1K | 0.37% | +7+0.1% | Added |
| Financial Advocates Investment Management | 12,077 | $846.8K | 0.06% | +448+3.9% | Added |
| Schechter Investment Advisors, LLC | 12,081 | $847.1K | 0.07% | +407+3.5% | Added |
| Marino, Stram & Associates LLC | 12,105 | $848.8K | 0.22% | −12−0.1% | Reduced |