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 |
|---|---|---|---|---|---|
| Community Bank of Raymore | 12,150 | $852.0K | 0.38% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 12,172 | $853.5K | 0.26% | +60.0% | Added |
| Keudell/Morrison Wealth Management | 12,187 | $854.6K | 0.28% | −268−2.2% | Reduced |
| Golden State Equity Partners | 12,217 | $856.6K | 0.21% | −835−6.4% | Reduced |
| Bartlett & Co. LLC | 12,260 | $860.0K | 0.01% | +595+5.1% | Added |
| Bartlett & Co. Wealth Management LLC | 12,260 | $860.2K | 0.01% | +595+5.1% | Added |
| Man Group plc | 12,283 | $861.3K | 0.00% | – | – |
| Cornerstone Management, Inc. | 12,289 | $861.7K | 0.22% | +20.0% | Added |
| Ashton Thomas Private Wealth, LLC | 12,296 | $862.2K | 0.05% | −546−4.3% | Reduced |
| RS Crum Inc. | 12,312 | $863.3K | 0.27% | −190−1.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,439 | $872.2K | 0.02% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 12,486 | $875.5K | 0.34% | −298−2.3% | Reduced |
| GoalVest Advisory LLC | 12,513 | $877.4K | 0.39% | +1,379+12.4% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $878.3K | 0.31% | −60−0.5% | Reduced |
| Walleye Trading LLC | 12,577 | $881.9K | 0.01% | +813+6.9% | Added |
| Mountain Capital Investment Advisors, Inc | 12,290 | $886.9K | 0.30% | −633−4.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,692 | $890.0K | 0.03% | +701+5.8% | Added |
| Widmann Financial Services, Inc. | 12,755 | $894.4K | 0.81% | −150−1.2% | Reduced |
| Brighton Jones LLC | 12,818 | $898.8K | 0.04% | +177+1.4% | Added |
| Columbia Asset Management | 12,818 | $899.0K | 0.18% | −821−6.0% | Reduced |
| Nilsine Partners, LLC | 12,895 | $904.2K | 0.14% | −4,734−26.9% | Reduced |
| Sagefield Capital LP | 12,904 | $904.8K | 0.12% | +12,904 | New |
| Eisler Capital (UK) Ltd. | 12,909 | $905.2K | 0.08% | +12,909 | New |
| Bessemer Group Inc | 12,948 | $908.0K | 0.00% | +2,853+28.3% | Added |
| Confluence Wealth Services, Inc. | 12,972 | $909.6K | 0.10% | +134+1.0% | Added |
| Grimes & Company, Inc. | 13,132 | $920.8K | 0.03% | +204+1.6% | Added |
| Colony Group, LLC | 13,143 | $922.0K | 0.01% | +13,143 | New |
| Change Path, LLC | 13,183 | $924.0K | 0.06% | −1,597−10.8% | Reduced |
| Spire Wealth Management | 13,445 | $927.1K | 0.03% | +10,216+316.4% | Added |
| Jaffetilchin Investment Partners, LLC | 13,266 | $930.2K | 0.09% | −1,948−12.8% | Reduced |
| XML Financial, LLC | 13,270 | $930.5K | 0.10% | +3,801+40.1% | Added |
| Stableford Capital II LLC | 13,184 | $930.5K | 0.40% | −573−4.2% | Reduced |
| Lazard Asset Management LLC | 13,284 | $931.0K | 0.00% | −315−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 13,289 | $931.8K | 0.08% | −215−1.6% | Reduced |
| WBI Investments | 13,383 | $938.4K | 0.19% | +13,383 | New |
| Entropy Technologies, LP | 13,387 | $938.7K | 0.17% | +13,387 | New |
| Country Club Bank | 13,415 | $941.2K | 0.07% | +135+1.0% | Added |
| United Bank | 13,600 | $953.6K | 0.12% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 13,667 | $958.3K | 0.38% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13,700 | $960.6K | 0.02% | −215−1.5% | Reduced |
| Earnest Partners LLC | 13,746 | $963.9K | 0.00% | −333−2.4% | Reduced |
| Columbus Macro, LLC | 13,704 | $964.9K | 0.38% | −239−1.7% | Reduced |
| West Bancorporation Inc | 13,820 | $969.1K | 0.63% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 13,830 | $969.8K | 0.22% | +418+3.1% | Added |
| Berkeley Capital Partners, LLC | 13,832 | $969.9K | 0.32% | −663−4.6% | Reduced |
| Red Door Wealth Management, LLC | 13,888 | $973.8K | 0.21% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 13,911 | $975.4K | 0.13% | +181+1.3% | Added |
| SignalPoint Asset Management, LLC | 13,924 | $976.0K | 0.29% | +30.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 13,966 | $979.0K | 0.50% | +685+5.2% | Added |
| Silvercrest Asset Management Group LLC | 14,023 | $983.3K | 0.01% | +399+2.9% | Added |
| Cape Investment Advisory, Inc. | 14,057 | $985.6K | 0.48% | −545−3.7% | Reduced |
| Burney Co | 14,066 | $986.3K | 0.04% | −298−2.1% | Reduced |
| Integrated Advisors Network LLC | 14,076 | $987.0K | 0.06% | +222+1.6% | Added |
| Chemung Canal Trust Co | 14,083 | $987.5K | 0.20% | −217−1.5% | Reduced |
| White Lighthouse Investment Management Inc. | 14,094 | $988.3K | 0.22% | +9+0.1% | Added |
| Chatham Capital Group, Inc. | 14,193 | $995.3K | 0.20% | 00.0% | Unchanged |
| Ti-Trust, Inc | 14,210 | $996.4K | 0.88% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 14,359 | $1.01M | 0.14% | −684−4.5% | Reduced |
| D L Carlson Investment Group Inc | 15,109 | $1.01M | 0.21% | −12,950−46.2% | Reduced |
| Guardian Investment Management | 14,410 | $1.01M | 0.86% | −500−3.4% | Reduced |
| Strategic Planning Group, LLC | 14,485 | $1.02M | 0.34% | +14,485 | New |
| Asset Advisors Investment Management, LLC | 14,559 | $1.02M | 0.12% | −1,500−9.3% | Reduced |
| Rowland & Co Investment Counsel | 14,595 | $1.02M | 0.23% | −910−5.9% | Reduced |
| DMG Group, LLC | 14,629 | $1.03M | 0.97% | −2,306−13.6% | Reduced |
| Patton Albertson Miller Group, LLC | 14,728 | $1.03M | 0.17% | −430−2.8% | Reduced |
| L.M. Kohn & Company | 14,740 | $1.03M | 0.33% | −1,001−6.4% | Reduced |
| Kovack Advisors, Inc. | 14,769 | $1.04M | 0.12% | +1,802+13.9% | Added |
| Valeo Financial Advisors, LLC | 14,778 | $1.04M | 0.04% | +2,338+18.8% | Added |
| Global Retirement Partners, LLC | 14,856 | $1.04M | 0.04% | +819+5.8% | Added |
| Personal Cfo Solutions, LLC | 14,941 | $1.05M | 0.18% | +47+0.3% | Added |
| Qsemble Capital Management, LP | 14,968 | $1.05M | 0.26% | +3,568+31.3% | Added |
| Bank Ozk | 14,975 | $1.05M | 0.51% | −100−0.7% | Reduced |
| RSM US Wealth Management LLC | 14,979 | $1.05M | 0.03% | +4,424+41.9% | Added |
| RDA Financial Network | 15,009 | $1.05M | 0.40% | +639+4.4% | Added |
| Diversified Trust Co | 15,053 | $1.06M | 0.04% | +471+3.2% | Added |
| Busey Wealth Management | 15,094 | $1.06M | 0.04% | −1,142−7.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 15,131 | $1.06M | 0.81% | +15,131 | New |
| Citizens Financial Group Inc | 15,132 | $1.06M | 0.04% | +5,817+62.4% | Added |
| Highline Wealth Partners LLC | 15,171 | $1.06M | 0.52% | +110+0.7% | Added |
| Archford Capital Strategies, LLC | 15,279 | $1.07M | 0.20% | −1,485−8.9% | Reduced |
| Register Financial Advisors LLC | 15,344 | $1.08M | 0.72% | +7,393+93.0% | Added |
| Powers Advisory Group, LLC | 15,348 | $1.08M | 0.66% | −149−1.0% | Reduced |
| IFP Advisors, Inc | 15,399 | $1.08M | 0.05% | −7,358−32.3% | Reduced |
| Axxcess Wealth Management, LLC | 15,434 | $1.08M | 0.03% | −1,224−7.3% | Reduced |
| TrinityPoint Wealth, LLC | 15,440 | $1.08M | 0.20% | −632−3.9% | Reduced |
| NEOS Investment Management LLC | 15,463 | $1.08M | 0.10% | +4,304+38.6% | Added |
| Trustco Bank Corp N Y | 15,533 | $1.09M | 1.18% | −1,885−10.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,549 | $1.09M | 0.29% | −812−5.0% | Reduced |
| FinTrust Capital Advisors, LLC | 15,608 | $1.09M | 0.22% | −4,015−20.5% | Reduced |
| Old National Bancorp | 15,788 | $1.11M | 0.03% | −3,313−17.3% | Reduced |
| Stokes Family Office, LLC | 15,810 | $1.11M | 0.15% | −3,940−19.9% | Reduced |
| Adirondack Trust Co | 16,555 | $1.11M | 0.48% | −893−5.1% | Reduced |
| Connectus Wealth, LLC | 15,910 | $1.12M | 0.02% | −156−1.0% | Reduced |
| Engineers Gate Manager LP | 15,984 | $1.12M | 0.03% | +12,337+338.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 15,997 | $1.12M | 0.46% | −175−1.1% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 16,001 | $1.12M | 1.07% | −305−1.9% | Reduced |
| Meeder Advisory Services, Inc. | 16,091 | $1.13M | 0.13% | +2,097+15.0% | Added |
| Wexford Capital LP | 16,158 | $1.13M | 0.24% | −26,172−61.8% | Reduced |
| Gleason Group, Inc. | 16,256 | $1.14M | 0.26% | +158+1.0% | Added |
| CapWealth Advisors, LLC | 16,270 | $1.14M | 0.14% | −1,515−8.5% | Reduced |