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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 21,379 | $1.50M | 0.10% | −1,399−6.1% | Reduced |
| Davis Capital Management | 21,453 | $1.50M | 1.44% | +21,453 | New |
| Advisors Capital Management, LLC | 21,567 | $1.51M | 0.03% | +191+0.9% | Added |
| Harbor Capital Advisors, Inc. | 21,628 | $1.52M | 0.29% | −12−0.1% | Reduced |
| Alberta Investment Management Corp | 21,700 | $1.52M | 0.01% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 21,800 | $1.53M | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22,008 | $1.54M | 0.06% | +112+0.5% | Added |
| ZWJ Investment Counsel Inc | 22,012 | $1.54M | 0.08% | −41−0.2% | Reduced |
| Nomura Holdings Inc | 22,065 | $1.55M | 0.01% | +22,065 | New |
| Hudson Valley Investment Advisors Inc | 21,654 | $1.56M | 0.21% | +3,524+19.4% | Added |
| HF Advisory Group, LLC | 22,329 | $1.57M | 1.00% | +303+1.4% | Added |
| Consolidated Planning Corp | 22,445 | $1.57M | 0.29% | −148−0.7% | Reduced |
| Perigon Wealth Management, LLC | 22,460 | $1.57M | 0.05% | +11,152+98.6% | Added |
| Weiss Asset Management LP | 22,551 | $1.58M | 0.11% | −24,277−51.8% | Reduced |
| Brown Brothers Harriman & Co | 22,619 | $1.59M | 0.01% | −726−3.1% | Reduced |
| Claro Advisors LLC | 23,200 | $1.63M | 0.35% | −1,150−4.7% | Reduced |
| JPL Wealth Management, LLC | 23,275 | $1.63M | 1.18% | +23,275 | New |
| Concord Wealth Partners | 23,308 | $1.63M | 0.33% | +2,611+12.6% | Added |
| Peoples Financial Services Corp. | 23,325 | $1.64M | 0.71% | −257−1.1% | Reduced |
| Tyche Wealth Partners LLC | 23,550 | $1.65M | 0.40% | +23,550 | New |
| Stock Yards Bank & Trust Co | 23,575 | $1.65M | 0.06% | −999−4.1% | Reduced |
| Pearl River Capital, LLC | 23,663 | $1.66M | 0.27% | +23,663 | New |
| NTV Asset Management LLC | 23,771 | $1.67M | 0.28% | −890−3.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 23,779 | $1.67M | 0.31% | +1,115+4.9% | Added |
| Allworth Financial LP | 23,904 | $1.68M | 0.01% | +704+3.0% | Added |
| apricus wealth, LLC | 23,970 | $1.68M | 1.28% | +16,865+237.4% | Added |
| Citizens National Bank Trust Department | 24,131 | $1.69M | 0.43% | −125−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,273 | $1.70M | 0.16% | −10,142−29.5% | Reduced |
| Sawtooth Solutions, LLC | 24,352 | $1.71M | 0.05% | −44−0.2% | Reduced |
| Bleakley Financial Group, LLC | 24,352 | $1.71M | 0.05% | −44−0.2% | Reduced |
| Financial Advisory Service, Inc. | 24,362 | $1.71M | 0.16% | +21,250+682.8% | Added |
| Capital Investment Advisory Services, LLC | 24,411 | $1.71M | 0.16% | +4,351+21.7% | Added |
| Capital Square, LLC | 24,497 | $1.72M | 1.94% | −499−2.0% | Reduced |
| Stolper Co | 24,517 | $1.72M | 0.69% | −279−1.1% | Reduced |
| LBMC Investment Advisors, LLC | 24,611 | $1.73M | 0.16% | −3,024−10.9% | Reduced |
| Azimuth Capital Investment Management LLC | 24,809 | $1.74M | 0.08% | −851−3.3% | Reduced |
| Asset Dedication, LLC | 24,815 | $1.74M | 0.14% | −312−1.2% | Reduced |
| Nepsis, Inc. | 24,844 | $1.74M | 0.50% | −918−3.6% | Reduced |
| Ascent Wealth Partners, LLC | 24,870 | $1.74M | 0.28% | +120+0.5% | Added |
| IHT Wealth Management, LLC | 24,958 | $1.75M | 0.08% | −30−0.1% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.75M | 0.18% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 25,116 | $1.76M | 0.13% | +9,650+62.4% | Added |
| Cubist Systematic Strategies, LLC | 25,381 | $1.78M | 0.02% | +25,381 | New |
| Investment Management Corp of Ontario | 25,442 | $1.78M | 0.04% | +25,442 | New |
| Keene & Associates, Inc. | 25,576 | $1.79M | 1.49% | +243+1.0% | Added |
| Degroof Petercam Asset Management | 25,679 | $1.80M | 0.02% | +25,679 | New |
| John G Ullman & Associates Inc | 25,700 | $1.80M | 0.29% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,728 | $1.80M | 0.35% | +3,390+15.2% | Added |
| Old Port Advisors | 25,806 | $1.81M | 0.60% | +151+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 25,962 | $1.82M | 0.21% | +18,717+258.3% | Added |
| Smith Group Asset Management, LLC | 26,178 | $1.84M | 0.11% | +26,178 | New |
| Regal Investment Advisors LLC | 26,465 | $1.86M | 0.14% | −729−2.7% | Reduced |
| Private Trust Co NA | 26,468 | $1.86M | 0.22% | +3,920+17.4% | Added |
| Argyle Capital Management Inc. | 26,471 | $1.86M | 0.77% | −7,000−20.9% | Reduced |
| EverSource Wealth Advisors, LLC | 26,558 | $1.86M | 0.17% | +12,478+88.6% | Added |
| Kingsview Wealth Management, LLC | 26,659 | $1.87M | 0.06% | −1,894−6.6% | Reduced |
| Assenagon Asset Management S.A. | 26,917 | $1.89M | 0.01% | +2,800+11.6% | Added |
| Mutual Advisors, LLC | 26,932 | $1.89M | 0.07% | +1,580+6.2% | Added |
| Essex LLC | 26,975 | $1.89M | 0.47% | +442+1.7% | Added |
| J.W. Cole Advisors, Inc. | 27,021 | $1.89M | 0.11% | +3,646+15.6% | Added |
| Adalta Capital Management LLC | 27,261 | $1.91M | 1.16% | 00.0% | Unchanged |
| TFG Advisers LLC | 27,573 | $1.93M | 0.81% | +679+2.5% | Added |
| Snowden Capital Advisors LLC | 27,581 | $1.93M | 0.07% | −70.0% | Reduced |
| 1832 Asset Management L.P. | 27,645 | $1.94M | 0.00% | +805+3.0% | Added |
| Rockline Wealth Management, LLC | 27,744 | $1.95M | 0.81% | +27,744 | New |
| First Personal Financial Services | 27,776 | $1.95M | 0.47% | +25,593+1,172.4% | Added |
| NBT Bank N A | 27,843 | $1.95M | 0.15% | +2,847+11.4% | Added |
| Hancock Whitney Corp | 27,890 | $1.96M | 0.07% | −792−2.8% | Reduced |
| Veriti Management LLC | 27,890 | $1.96M | 0.18% | +4,297+18.2% | Added |
| Imprint Wealth LLC | 27,903 | $1.96M | 1.57% | −425−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 28,002 | $1.96M | 0.21% | +5,466+24.3% | Added |
| FJ Investments, LLC | 28,083 | $1.97M | 0.09% | +28,083 | New |
| First City Capital Management, Inc. | 28,272 | $1.98M | 1.15% | +145+0.5% | Added |
| Harbour Investments, Inc. | 28,310 | $1.99M | 0.08% | +1,226+4.5% | Added |
| Diversified, LLC | 28,367 | $1.99M | 0.43% | +550+2.0% | Added |
| Equitable Trust Co | 28,645 | $2.01M | 0.15% | +4,884+20.6% | Added |
| First County Bank | 28,682 | $2.01M | 0.97% | −5,322−15.7% | Reduced |
| Toroso Investments, LLC | 28,692 | $2.01M | 0.05% | +7,721+36.8% | Added |
| Verdence Capital Advisors LLC | 28,875 | $2.02M | 0.20% | −17−0.1% | Reduced |
| Proequities, Inc. | 28,943 | $2.03M | 0.15% | +419+1.5% | Added |
| Donaldson Capital Management, LLC | 29,010 | $2.03M | 0.09% | −2,164−6.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 29,046 | $2.04M | 0.08% | +29,046 | New |
| Centaurus Financial, Inc. | 29,096 | $2.04M | 0.15% | −2,371−7.5% | Reduced |
| Jacobi Capital Management LLC | 29,248 | $2.05M | 0.21% | +493+1.7% | Added |
| Buckingham Strategic Wealth, LLC | 29,429 | $2.06M | 0.02% | +2,446+9.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,474 | $2.07M | 0.24% | −301−1.0% | Reduced |
| Venture Visionary Partners LLC | 29,746 | $2.09M | 0.11% | +132+0.4% | Added |
| Wills Financial Group, Inc. | 29,768 | $2.09M | 1.05% | −1,840−5.8% | Reduced |
| Focus Financial Network Inc | 29,918 | $2.10M | 0.08% | +29,918 | New |
| Systematic Alpha Investments, LLC | 30,000 | $2.10M | 0.09% | 00.0% | Unchanged |
| United Community Bank | 30,018 | $2.10M | 0.89% | −1,389−4.4% | Reduced |
| Mechanics Bank Trust Department | 30,170 | $2.12M | 0.33% | −650−2.1% | Reduced |
| South State Corp. | 30,213 | $2.12M | 0.18% | 00.0% | Unchanged |
| Sigma Planning Corp | 30,332 | $2.13M | 0.17% | −33,564−52.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,575 | $2.14M | 0.19% | −110.0% | Reduced |
| Biltmore Family Office, LLC | 30,652 | $2.15M | 0.44% | −5,577−15.4% | Reduced |
| Bank of Hawaii | 30,704 | $2.15M | 0.12% | +730+2.4% | Added |
| Broadwater Capital Management LLC | 30,979 | $2.17M | 1.70% | +30,979 | New |
| Green Square Capital Advisors LLC | 31,094 | $2.18M | 0.29% | −624−2.0% | Reduced |
| Wealthspire Advisors, LLC | 31,106 | $2.18M | 0.03% | +9,434+43.5% | Added |