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 |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 16,364 | $1.15M | 0.43% | −1,990−10.8% | Reduced |
| Griffin Asset Management, Inc. | 16,368 | $1.15M | 0.15% | −60−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,421 | $1.15M | 0.29% | +256+1.6% | Added |
| LVZ Advisors, Inc. | 16,487 | $1.16M | 0.16% | +2,820+20.6% | Added |
| LMG Wealth Partners, LLC | 16,500 | $1.16M | 0.32% | +1,771+12.0% | Added |
| Procyon Private Wealth Partners, LLC | 16,507 | $1.16M | 0.10% | −354−2.1% | Reduced |
| TCW Group Inc | 16,562 | $1.16M | 0.01% | +16,562 | New |
| Aviva PLC | 16,572 | $1.16M | 0.00% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 16,585 | $1.16M | 0.13% | −250−1.5% | Reduced |
| Hills Bank & Trust Co | 16,652 | $1.17M | 0.11% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 16,700 | $1.17M | 0.01% | −473,657−96.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,791 | $1.18M | 0.02% | −9,694−36.6% | Reduced |
| Weaver Capital Management LLC | 16,792 | $1.18M | 0.48% | +16,792 | New |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.18M | 0.05% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 16,965 | $1.19M | 0.49% | +5,394+46.6% | Added |
| Accurate Wealth Management, LLC | 16,885 | $1.19M | 0.37% | +90+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.19M | 0.16% | 00.0% | Unchanged |
| Derbend Asset Management | 17,031 | $1.19M | 0.69% | −289−1.7% | Reduced |
| Trust Point Inc. | 17,069 | $1.20M | 0.10% | +17,069 | New |
| International Assets Investment Management, LLC | 17,107 | $1.20M | 0.15% | −1,625−8.7% | Reduced |
| HHM Wealth Advisors, LLC | 17,197 | $1.21M | 0.21% | +200+1.2% | Added |
| Centennial Bank | 17,198 | $1.21M | 0.72% | +69+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 17,218 | $1.21M | 0.54% | +2,288+15.3% | Added |
| Means Investment Co., Inc. | 17,224 | $1.21M | 0.17% | −459−2.6% | Reduced |
| Sandy Spring Bank | 17,312 | $1.21M | 0.06% | +34+0.2% | Added |
| Symphony Financial, Ltd. Co. | 17,303 | $1.22M | 0.26% | +4,254+32.6% | Added |
| Delta Asset Management LLC | 17,515 | $1.23M | 0.12% | +29+0.2% | Added |
| Bristlecone Advisors, LLC | 17,584 | $1.23M | 0.12% | +202+1.2% | Added |
| Pacitti Group Inc. | 17,600 | $1.23M | 0.77% | +626+3.7% | Added |
| Strategic Blueprint, LLC | 17,639 | $1.24M | 0.10% | −6,144−25.8% | Reduced |
| Boston Private Wealth LLC | 17,711 | $1.24M | 0.03% | +1,424+8.7% | Added |
| Benedict Financial Advisors Inc | 17,721 | $1.24M | 0.34% | −70.0% | Reduced |
| First United Bank Trust | 17,793 | $1.25M | 0.50% | +1,755+10.9% | Added |
| Wealth Alliance | 17,952 | $1.26M | 0.18% | −105−0.6% | Reduced |
| Empowered Funds, LLC | 17,953 | $1.26M | 0.03% | −375−2.0% | Reduced |
| ICW Investment Advisors LLC | 18,004 | $1.26M | 0.61% | +266+1.5% | Added |
| Ignite Planners, LLC | 17,858 | $1.27M | 0.38% | −1,658−8.5% | Reduced |
| Grove Bank & Trust | 18,065 | $1.27M | 0.23% | −780−4.1% | Reduced |
| Reuter James Wealth Management, LLC | 18,077 | $1.27M | 0.86% | −399−2.2% | Reduced |
| Philadelphia Trust Co | 18,095 | $1.27M | 0.12% | −1,450−7.4% | Reduced |
| Monte Financial Group, LLC | 18,124 | $1.27M | 0.59% | 00.0% | Unchanged |
| SWAN Capital LLC | 18,246 | $1.28M | 0.81% | −20.0% | Reduced |
| Moody National Bank Trust Division | 18,256 | $1.28M | 0.10% | −10,382−36.3% | Reduced |
| Geneos Wealth Management Inc. | 18,264 | $1.28M | 0.06% | −5,518−23.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 18,265 | $1.28M | 0.35% | −4,649−20.3% | Reduced |
| Ci Investments Inc. | 18,331 | $1.28M | 0.01% | +4,390+31.5% | Added |
| Mystic Asset Management, Inc. | 18,458 | $1.29M | 0.62% | +852+4.8% | Added |
| Arete Wealth Advisors, LLC | 18,461 | $1.29M | 0.10% | +1,450+8.5% | Added |
| Spreng Capital Management, Inc. | 18,523 | $1.30M | 0.81% | −422−2.2% | Reduced |
| Woodstock Corp | 18,560 | $1.30M | 0.15% | +472+2.6% | Added |
| Sculati Wealth Management, LLC | 18,605 | $1.30M | 0.61% | −1,610−8.0% | Reduced |
| Assetmark, Inc | 18,705 | $1.31M | 0.00% | +3,367+22.0% | Added |
| Westpac Banking Corp | 18,722 | $1.31M | 0.11% | +1,354+7.8% | Added |
| Salem Investment Counselors Inc | 18,732 | $1.31M | 0.05% | −87−0.5% | Reduced |
| Creative Financial Designs Inc | 18,781 | $1.32M | 0.13% | −216−1.1% | Reduced |
| Wetherby Asset Management Inc | 18,799 | $1.32M | 0.07% | −1,184−5.9% | Reduced |
| Shell Asset Management Co | 18,825 | $1.32M | 0.06% | −9,881−34.4% | Reduced |
| Eagle Rock Investment Company, LLC | 18,873 | $1.32M | 0.27% | −200−1.0% | Reduced |
| SevenBridge Financial Group, LLC | 18,882 | $1.32M | 0.31% | −1,805−8.7% | Reduced |
| NorthRock Partners, LLC | 18,882 | $1.32M | 0.06% | +9,834+108.7% | Added |
| Principal Securities, Inc. | 18,896 | $1.32M | 0.05% | +18,896 | New |
| Cohen Capital Management, Inc. | 19,000 | $1.33M | 0.25% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 19,027 | $1.33M | 0.19% | +850+4.7% | Added |
| Concord Asset Management, LLC | 19,035 | $1.33M | 0.39% | +6,354+50.1% | Added |
| BancorpSouth Bank | 19,117 | $1.34M | 0.11% | +2,532+15.3% | Added |
| CAPROCK Group, Inc. | 19,337 | $1.36M | 0.09% | +2,649+15.9% | Added |
| Farmers National Bank | 19,349 | $1.36M | 0.44% | −1,460−7.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,358 | $1.36M | 0.93% | +52+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 19,477 | $1.37M | 0.03% | −4,788−19.7% | Reduced |
| Western Wealth Management, LLC | 19,567 | $1.37M | 0.10% | +1,352+7.4% | Added |
| MSH Capital Advisors LLC | 19,622 | $1.38M | 0.51% | −154−0.8% | Reduced |
| Wedbush Securities Inc | 19,641 | $1.38M | 0.06% | +268+1.4% | Added |
| Mather Group, LLC. | 19,672 | $1.38M | 0.02% | +1,173+6.3% | Added |
| Romano Brothers and Company | 19,779 | $1.39M | 0.21% | +375+1.9% | Added |
| Mayfair Advisory Group, LLC | 19,609 | $1.39M | 1.18% | +18+0.1% | Added |
| Cullen Investment Group, Ltd. | 19,870 | $1.39M | 0.24% | +19,870 | New |
| Hilltop Holdings Inc. | 19,892 | $1.39M | 0.16% | −857−4.1% | Reduced |
| Good Life Advisors, LLC | 19,956 | $1.40M | 0.14% | +149+0.8% | Added |
| Glenview Trust Co | 19,979 | $1.40M | 0.03% | −890−4.3% | Reduced |
| Horizon Investments, LLC | 19,992 | $1.40M | 0.04% | +11,979+149.5% | Added |
| Canal Insurance CO | 20,000 | $1.40M | 0.39% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 20,259 | $1.42M | 0.29% | +4,400+27.7% | Added |
| Burns J W & Co Inc | 20,415 | $1.43M | 0.21% | −465−2.2% | Reduced |
| Ethic Inc. | 20,448 | $1.43M | 0.04% | +569+2.9% | Added |
| Wellington Shields & Co., LLC | 20,486 | $1.44M | 0.53% | −260−1.3% | Reduced |
| SeaCrest Wealth Management, LLC | 20,086 | $1.44M | 0.18% | +402+2.0% | Added |
| Smith, Moore & Co. | 20,609 | $1.45M | 0.17% | −817−3.8% | Reduced |
| CWS Financial Advisors, LLC | 20,643 | $1.45M | 0.54% | +527+2.6% | Added |
| Parsons Capital Management Inc | 20,653 | $1.45M | 0.10% | 00.0% | Unchanged |
| We Are One Seven, LLC | 20,695 | $1.45M | 0.08% | +5,359+34.9% | Added |
| Patten & Patten Inc | 20,736 | $1.45M | 0.12% | +150+0.7% | Added |
| Oak Harbor Wealth Partners, LLC | 20,774 | $1.46M | 0.49% | −528−2.5% | Reduced |
| Vident Advisory, LLC | 20,774 | $1.46M | 0.04% | +5,090+32.5% | Added |
| Southeast Asset Advisors Inc. | 20,944 | $1.47M | 0.19% | −41−0.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 20,985 | $1.47M | 0.10% | +18+0.1% | Added |
| Gunn & Co Investment Management, Inc. | 20,985 | $1.47M | 0.10% | +20,985 | New |
| RFP Financial Group LLC | 21,094 | $1.48M | 0.61% | +70.0% | Added |
| Sumitomo Life Insurance Co | 21,227 | $1.49M | 0.05% | −1,102−4.9% | Reduced |
| Northern Oak Wealth Management Inc | 21,254 | $1.49M | 0.18% | −213−1.0% | Reduced |
| Huber Capital Management LLC | 21,300 | $1.49M | 0.38% | −7,000−24.7% | Reduced |