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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 31,112 | $2.18M | 0.02% | +2,747+9.7% | Added |
| Texas Yale Capital Corp. | 31,115 | $2.18M | 0.10% | +1,410+4.7% | Added |
| Holderness Investments Co | 31,200 | $2.19M | 0.60% | +7,837+33.5% | Added |
| Forte Capital LLC | 31,320 | $2.20M | 0.30% | −509−1.6% | Reduced |
| CIBC World Markets Inc. | 31,482 | $2.21M | 0.01% | −2,913−8.5% | Reduced |
| Robbins Farley LLC | 31,550 | $2.21M | 1.39% | +574+1.9% | Added |
| Coastal Bridge Advisors, LLC | 31,992 | $2.24M | 0.57% | +36+0.1% | Added |
| Prudential PLC | 32,159 | $2.25M | 0.02% | −155−0.5% | Reduced |
| Sowell Financial Services LLC | 32,225 | $2.26M | 0.12% | +2,611+8.8% | Added |
| Consolidated Portfolio Review Corp | 32,245 | $2.26M | 0.52% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.26M | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 32,402 | $2.27M | 0.14% | +297+0.9% | Added |
| Hartford Financial Management Inc. | 32,447 | $2.28M | 0.52% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 32,597 | $2.29M | 0.64% | −320−1.0% | Reduced |
| Leelyn Smith, LLC | 32,607 | $2.29M | 0.50% | −1,746−5.1% | Reduced |
| Armor Investment Advisors, LLC | 32,622 | $2.29M | 1.21% | −3,001−8.4% | Reduced |
| Hayek Kallen Investment Management | 32,635 | $2.29M | 0.96% | −420−1.3% | Reduced |
| Johnson Investment Counsel Inc | 32,770 | $2.30M | 0.03% | +796+2.5% | Added |
| United Services Automobile Association | 32,889 | $2.31M | 0.05% | +872+2.7% | Added |
| KCM Investment Advisors LLC | 33,097 | $2.32M | 0.09% | −1,500−4.3% | Reduced |
| Rothschild Investment LLC | 33,859 | $2.37M | 0.20% | +33,859 | New |
| Great Valley Advisor Group, Inc. | 33,914 | $2.38M | 0.08% | +7,818+30.0% | Added |
| Nicholas Hoffman & Company, LLC. | 34,196 | $2.40M | 0.14% | +666+2.0% | Added |
| Compagnie Lombard Odier SCmA | 34,500 | $2.42M | 0.04% | +34,500 | New |
| Northwestern Mutual Investment Management Company, LLC | 34,521 | $2.42M | 0.06% | +100+0.3% | Added |
| Day & Ennis, LLC | 34,759 | $2.44M | 0.86% | +43+0.1% | Added |
| Courier Capital LLC | 35,091 | $2.46M | 0.19% | +984+2.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 35,266 | $2.47M | 0.47% | +1,431+4.2% | Added |
| Peapack Gladstone Financial Corp | 35,389 | $2.48M | 0.04% | −50−0.1% | Reduced |
| Essex Financial Services, Inc. | 35,492 | $2.49M | 0.26% | −508−1.4% | Reduced |
| Private Capital Management, LLC | 35,582 | $2.49M | 0.28% | +28,000+369.3% | Added |
| Quantitative Investment Management, LLC | 36,026 | $2.53M | 0.15% | +36,026 | New |
| Bailard, Inc. | 36,048 | $2.53M | 0.07% | −481−1.3% | Reduced |
| Everence Capital Management Inc | 36,061 | $2.53M | 0.18% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 36,321 | $2.55M | 1.57% | −2,307−6.0% | Reduced |
| Resources Investment Advisors, LLC. | 36,345 | $2.55M | 0.04% | +2,651+7.9% | Added |
| Brown Advisory Inc | 36,499 | $2.56M | 0.00% | +5,018+15.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,566 | $2.56M | 0.03% | +1,254+3.6% | Added |
| Harbour Trust & Investment Management Co | 36,547 | $2.56M | 0.36% | +36,547 | New |
| Woodmont Investment Counsel LLC | 36,742 | $2.58M | 0.24% | −809−2.2% | Reduced |
| Norinchukin Bank, The | 36,764 | $2.58M | 0.06% | −1,223−3.2% | Reduced |
| HighPoint Advisor Group LLC | 37,062 | $2.58M | 0.19% | +37,062 | New |
| Lantz Financial LLC | 36,884 | $2.59M | 0.93% | −2,281−5.8% | Reduced |
| TrueWealth Advisors, LLC | 37,061 | $2.60M | 1.01% | +12,932+53.6% | Added |
| Bokf, NA | 37,075 | $2.60M | 0.05% | −78−0.2% | Reduced |
| McRae Capital Management Inc | 37,154 | $2.61M | 0.65% | −1,050−2.7% | Reduced |
| United Bank | 37,188 | $2.61M | 1.44% | −431−1.1% | Reduced |
| Family Legacy, Inc. | 37,538 | $2.63M | 1.00% | −56−0.1% | Reduced |
| Empirical Finance, LLC | 37,571 | $2.63M | 0.18% | +287+0.8% | Added |
| Illinois Municipal Retirement Fund | 37,607 | $2.64M | 0.04% | −70,212−65.1% | Reduced |
| Eudaimonia Advisors LLC | 37,649 | $2.64M | 1.71% | −30.0% | Reduced |
| Park Avenue Securities LLC | 37,697 | $2.64M | 0.04% | +241+0.6% | Added |
| Mitchell Sinkler & Starr | 37,850 | $2.65M | 0.48% | +11,607+44.2% | Added |
| Mainstay Capital Management LLC | 37,992 | $2.66M | 0.51% | +6,125+19.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,320 | $2.69M | 0.01% | +60+0.2% | Added |
| Miller Howard Investments Inc | 38,465 | $2.70M | 0.09% | −5,439−12.4% | Reduced |
| Great Lakes Advisors, LLC | 38,590 | $2.71M | 0.03% | −15,507−28.7% | Reduced |
| Sovereign Financial Group, Inc. | 38,743 | $2.72M | 0.83% | −635−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 42,045 | $2.72M | 0.04% | +4,945+13.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,854 | $2.72M | 0.19% | +2,066+5.6% | Added |
| Pettyjohn, Wood & White, Inc | 38,910 | $2.73M | 0.59% | −1,520−3.8% | Reduced |
| Verition Fund Management LLC | 39,064 | $2.74M | 0.03% | −866,438−95.7% | Reduced |
| Providence Capital Advisors, LLC | 39,092 | $2.74M | 0.66% | +37,503+2,360.2% | Added |
| Brick & Kyle, Associates | 39,534 | $2.77M | 1.38% | −494−1.2% | Reduced |
| Walleye Capital LLC | 39,539 | $2.77M | 0.04% | −121,020−75.4% | Reduced |
| Wesbanco Bank Inc | 39,801 | $2.79M | 0.16% | −14,198−26.3% | Reduced |
| Dearborn Partners LLC | 39,829 | $2.79M | 0.10% | +90.0% | Added |
| Raleigh Capital Management Inc. | 39,834 | $2.79M | 1.30% | −980−2.4% | Reduced |
| Tiaa Trust, National Association | 39,842 | $2.79M | 0.01% | −724−1.8% | Reduced |
| GYL Financial Synergies, LLC | 40,075 | $2.81M | 0.23% | +1,477+3.8% | Added |
| Argent Trust Co | 40,077 | $2.81M | 0.14% | −1,240−3.0% | Reduced |
| Clarkston Capital Partners, LLC | 40,262 | $2.82M | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 40,343 | $2.83M | 0.09% | +5,195+14.8% | Added |
| Equitable Holdings, Inc. | 40,616 | $2.85M | 0.04% | +4,132+11.3% | Added |
| Los Angeles Capital Management LLC | 40,634 | $2.85M | 0.01% | +375+0.9% | Added |
| Morton Community Bank | 41,185 | $2.89M | 0.94% | +41,185 | New |
| Virginia Wealth Management Group, Inc. | 41,780 | $2.93M | 2.56% | −20,194−32.6% | Reduced |
| OneAscent Wealth Management LLC | 42,205 | $2.96M | 1.18% | +1,888+4.7% | Added |
| Rench Wealth Management, Inc. | 42,637 | $2.99M | 1.26% | −483−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 43,030 | $3.02M | 0.14% | +940+2.2% | Added |
| LongView Wealth Management | 42,137 | $3.03M | 1.35% | +42,137 | New |
| Lakeview Capital Partners, LLC | 43,209 | $3.03M | 0.54% | −99−0.2% | Reduced |
| Shorepoint Capital Partners LLC | 43,392 | $3.04M | 0.82% | +1,890+4.6% | Added |
| Richard Bernstein Advisors LLC | 43,628 | $3.06M | 0.07% | −10,411−19.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 43,747 | $3.07M | 0.17% | +1,417+3.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,793 | $3.07M | 0.33% | +687+1.6% | Added |
| MTM Investment Management, LLC | 43,852 | $3.07M | 1.41% | +36+0.1% | Added |
| Capital Investment Counsel, LLC | 43,919 | $3.08M | 1.16% | +43,919 | New |
| Profund Advisors LLC | 44,091 | $3.09M | 0.13% | −1,152−2.5% | Reduced |
| Canandaigua National Bank & Trust Co | 44,103 | $3.09M | 0.48% | −1,347−3.0% | Reduced |
| Fulton Bank, N.A. | 44,116 | $3.09M | 0.14% | −138−0.3% | Reduced |
| Metropolitan Life Insurance Co | 44,393 | $3.11M | 0.15% | −727−1.6% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 44,707 | $3.13M | 1.87% | −85−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 44,771 | $3.14M | 0.05% | −3,256−6.8% | Reduced |
| Hengehold Capital Management LLC | 44,876 | $3.15M | 0.37% | −201−0.4% | Reduced |
| Red Cedar Investment Management, LLC | 44,897 | $3.15M | 0.45% | 00.0% | Unchanged |
| Csenge Advisory Group | 45,338 | $3.18M | 0.20% | −925−2.0% | Reduced |
| Palisade Asset Management, LLC | 45,394 | $3.18M | 0.35% | −2,180−4.6% | Reduced |
| Signaturefd, LLC | 45,548 | $3.19M | 0.07% | +375+0.8% | Added |
| Waters Parkerson & Co., LLC | 45,666 | $3.20M | 0.18% | +21,438+88.5% | Added |