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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 474 | $33.3K | 0.01% | −9,313−95.2% | Reduced |
| Fairfield Financial Advisors, LTD | 474 | $33.3K | 0.01% | +4+0.9% | Added |
| Sanctuary Wealth Management, L.L.C. | 477 | $33.4K | 0.03% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 480 | $33.7K | 0.01% | +480 | New |
| Tortoise Investment Management, LLC | 490 | $34.4K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 498 | $34.9K | 0.02% | −1,348−73.0% | Reduced |
| Capital Analysts, LLC | 500 | $35.0K | 0.00% | −43−7.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $35.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $35.1K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 506 | $35.5K | 0.00% | −57−10.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 508 | $35.6K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 511 | $35.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 526 | $36.0K | 0.01% | +205+63.9% | Added |
| Covestor Ltd | 533 | $37.0K | 0.03% | +2+0.4% | Added |
| Moser Wealth Advisors, LLC | 537 | $37.7K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 545 | $38.2K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 546 | $38.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 556 | $39.0K | 0.02% | +176+46.3% | Added |
| Richardson Financial Services Inc. | 558 | $39.1K | 0.03% | +558 | New |
| Aspire Private Capital, LLC | 585 | $41.0K | 0.01% | −65−10.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 588 | $41.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 594 | $41.7K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 596 | $41.8K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 620 | $43.5K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 625 | $43.8K | 0.00% | −2,170−77.6% | Reduced |
| West Tower Group, LLC | 638 | $44.7K | 0.09% | −30−4.5% | Reduced |
| Piscataqua Savings Bank | 640 | $44.9K | 0.04% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 650 | $45.6K | 0.03% | +650 | New |
| Your Advocates Ltd., LLP | 650 | $45.6K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $46.5K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 668 | $46.9K | 0.03% | −217−24.5% | Reduced |
| Western Pacific Wealth Management, LP | 670 | $47.0K | 0.03% | +1+0.1% | Added |
| Horizon Bancorp Inc | 668 | $47.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 686 | $48.1K | 0.01% | +64+10.3% | Added |
| Canton Hathaway, LLC | 705 | $49.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $49.1K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 701 | $49.1K | 0.02% | +49+7.5% | Added |
| Avion Wealth | 719 | $50.0K | 0.01% | −1,532−68.1% | Reduced |
| HighMark Wealth Management LLC | 715 | $50.1K | 0.04% | +94+15.1% | Added |
| Resurgent Financial Advisors LLC | 718 | $50.3K | 0.03% | +3+0.4% | Added |
| SYSTM Wealth Solutions LLC | 723 | $50.7K | 0.01% | +723 | New |
| Cornerstone Planning Group LLC | 729 | $51.1K | 0.02% | −98−11.9% | Reduced |
| Washington Trust Advisors, Inc. | 750 | $52.6K | 0.01% | +100+15.4% | Added |
| LM Advisors LLC | 751 | $52.7K | 0.01% | +751 | New |
| Hazlett, Burt & Watson, Inc. | 758 | $53.0K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 766 | $53.7K | 0.03% | −250−24.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 768 | $53.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 775 | $54.3K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 778 | $54.6K | 0.03% | +150+23.9% | Added |
| SOA Wealth Advisors, LLC. | 778 | $54.6K | 0.01% | −16−2.0% | Reduced |
| West Branch Capital LLC | 784 | $55.0K | 0.03% | −97−11.0% | Reduced |
| AJOVista, LLC | 786 | $55.1K | 0.07% | +786 | New |
| Vermillion & White Wealth Management Group, LLC | 789 | $55.3K | 0.05% | +789 | New |
| Pacific Capital Wealth Advisors, Inc | 815 | $57.1K | 0.01% | +815 | New |
| IAG Wealth Partners, LLC | 818 | $57.4K | 0.01% | +611+295.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 823 | $57.7K | 0.00% | +1+0.1% | Added |
| Main Street Group, LTD | 865 | $60.7K | 0.02% | +865 | New |
| Cutler Group LP | 889 | $62.0K | 0.01% | +585+192.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 912 | $63.9K | 0.03% | +912 | New |
| Bruce G. Allen Investments, LLC | 918 | $64.4K | 0.06% | +918 | New |
| Moisand Fitzgerald Tamayo, LLC | 927 | $65.0K | 0.01% | −595−39.1% | Reduced |
| Richard W. Paul & Associates, LLC | 931 | $65.3K | 0.03% | −48−4.9% | Reduced |
| Lee Financial Co | 977 | $68.5K | 0.01% | +127+14.9% | Added |
| Larson Financial Group LLC | 994 | $69.7K | 0.01% | +305+44.3% | Added |
| Beacon Capital Management, LLC | 1,091 | $70.6K | 0.02% | −311−22.2% | Reduced |
| Tyler-Stone Wealth Management | 1,011 | $70.9K | 0.04% | −100−9.0% | Reduced |
| Bellevue Asset Management, LLC | 1,041 | $73.0K | 0.06% | +4+0.4% | Added |
| American National Bank | 1,054 | $73.9K | 0.01% | −100−8.7% | Reduced |
| Boyd Watterson Asset Management LLC | 1,070 | $75.0K | 0.03% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,080 | $76.0K | 0.05% | +1,080 | New |
| Trust Co | 1,093 | $76.6K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,097 | $76.9K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 1,100 | $77.1K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,122 | $78.7K | 0.02% | +1,122 | New |
| DiNuzzo Private Wealth, Inc. | 1,129 | $79.2K | 0.01% | +1,129 | New |
| American Capital Advisory, LLC | 1,150 | $80.6K | 0.06% | +1,150 | New |
| Capital Advisors, Ltd. LLC | 1,172 | $82.0K | 0.01% | +52+4.6% | Added |
| PrairieView Partners, LLC | 1,200 | $84.0K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,200 | $84.1K | 0.01% | −100−7.7% | Reduced |
| Sofos Investments, Inc. | 1,203 | $84.3K | 0.02% | +918+322.1% | Added |
| Caldwell Sutter Capital, Inc. | 1,214 | $85.1K | 0.04% | +30+2.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,243 | $87.2K | 0.03% | +1,243 | New |
| Bogart Wealth, LLC | 1,246 | $87.3K | 0.00% | −18−1.4% | Reduced |
| Focused Wealth Management, Inc | 1,261 | $88.4K | 0.01% | +107+9.3% | Added |
| Fortitude Family Office, LLC | 1,313 | $92.1K | 0.07% | +1,313 | New |
| McIlrath & Eck, LLC | 1,318 | $92.4K | 0.02% | +535+68.3% | Added |
| Ruedi Wealth Management, Inc. | 1,329 | $93.2K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,340 | $94.0K | 0.02% | −320−19.3% | Reduced |
| Ostrum Asset Management | 1,350 | $94.7K | 0.01% | +6+0.4% | Added |
| Compass Wealth Management LLC | 1,370 | $96.1K | 0.03% | −250−15.4% | Reduced |
| Dividend Assets Capital, LLC | 1,385 | $97.0K | 0.02% | −31−2.2% | Reduced |
| Spartan Planning & Wealth Management | 1,398 | $98.0K | 0.10% | +1,395+46,500.0% | Added |
| BFSG, LLC | 1,415 | $99.2K | 0.01% | +1,415 | New |
| M&R Capital Management Inc | 1,420 | $99.6K | 0.02% | +70+5.2% | Added |
| Proffitt & Goodson Inc | 1,429 | $100.2K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $101.7K | 0.06% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,458 | $102.2K | 0.05% | +1,458 | New |
| Deseret Mutual Benefit Administrators | 1,485 | $104.1K | 0.06% | −440−22.9% | Reduced |
| Colonial Trust Co | 1,486 | $104.2K | 0.02% | −206−12.2% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $105.2K | 0.04% | 00.0% | Unchanged |