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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ4 2023: 1,838 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ4 2023: $49.1B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2023.

Institutions holding SO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Slocum, Gordon & Co LLP1,534$107.6K0.09%+500+48.4%Added
Indiana Trust & Investment Management CO1,564$109.7K0.05%−122−7.2%Reduced
JFS Wealth Advisors, LLC1,571$110.2K0.01%+39+2.5%Added
S.A. Mason LLC1,583$111.0K0.07%00.0%Unchanged
MV Capital Management, Inc.1,626$114.0K0.01%+36+2.3%Added
Whittier Trust Co1,631$114.3K0.00%−140−7.9%Reduced
Householder Group Estate & Retirement Specialist, LLC1,648$115.0K0.04%+551+50.2%Added
Toth Financial Advisory Corp1,707$119.7K0.02%−138−7.5%Reduced
Silvant Capital Management LLC1,727$121.1K0.01%00.0%Unchanged
Community Bank, N.A.1,790$125.5K0.02%−69−3.7%Reduced
Manchester Capital Management LLC1,804$126.5K0.02%+102+6.0%Added
West Paces Advisors Inc.1,838$128.9K0.04%00.0%Unchanged
MCF Advisors LLC1,891$132.6K0.01%−150−7.3%Reduced
Smithfield Trust Co1,915$135.0K0.01%−45−2.3%Reduced
CVA Family Office, LLC1,939$136.0K0.03%+1,939New
Jackson, Grant Investment Advisers, Inc.1,951$136.8K0.06%+17+0.9%Added
Johnson Financial Group, Inc.1,977$138.6K0.01%+1,224+162.5%Added
TFC Financial Management1,983$139.0K0.03%−35−1.7%Reduced
Addison Advisors LLC1,997$140.0K0.05%+875+78.0%Added
Quintet Private Bank (Europe) S.A.2,000$140.2K0.01%00.0%Unchanged
Clear Investment Research, LLC2,006$140.7K0.20%−90−4.3%Reduced
DT Investment Partners, LLC2,080$144.0K0.02%00.0%Unchanged
REAP Financial Group, LLC2,135$149.7K0.04%+2,135New
Carolinas Wealth Consulting LLC49,159$149.8K0.03%−32−0.1%Reduced
Legacy Bridge, LLC2,151$150.8K0.10%−230−9.7%Reduced
JDM Financial Group LLC2,165$151.8K0.13%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC2,166$151.9K0.02%+2,166New
Tobam2,231$156.0K0.01%+2,139+2,325.0%Added
Rockbridge Investment Management, LCC2,275$159.5K0.02%+2,275New
Chelsea Counsel Co2,288$160.5K0.09%+133+6.2%Added
Stephens Consulting, LLC2,379$166.8K0.06%00.0%Unchanged
Essex Investment Management Co LLC2,400$168.3K0.03%00.0%Unchanged
Northwest Bank & Trust Co2,406$168.7K0.15%+2,406New
Harbor Investment Advisory, LLC2,428$170.3K0.02%+313+14.8%Added
Westside Investment Management, Inc.2,453$172.0K0.04%00.0%Unchanged
Tompkins Financial Corp2,455$172.1K0.02%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC2,472$173.3K0.08%+300+13.8%Added
Tennessee Valley Asset Management Partners2,486$174.3K0.05%+2,486New
First Manhattan Co2,499$176.4K0.00%+254+11.3%Added
Brown, Lisle/Cummings, Inc.2,529$177.3K0.07%+205+8.8%Added
AlphaMark Advisors, LLC2,655$186.0K0.07%00.0%Unchanged
Laffer Tengler Investments2,674$187.5K0.05%+74+2.8%Added
Point72 Hong Kong Ltd2,699$189.3K0.01%+2,699New
Godsey & Gibb Associates2,765$193.9K0.02%00.0%Unchanged
Baystate Wealth Management LLC2,769$194.2K0.01%−32−1.1%Reduced
Peoples Bank2,800$196.3K0.16%00.0%Unchanged
FSA Wealth Management LLC2,812$197.0K0.09%+2,812New
Motco2,810$197.0K0.01%−254−8.3%Reduced
Princeton Global Asset Management LLC2,823$198.0K0.05%+1,160+69.8%Added
Spirit of America Management Corp2,850$199.8K0.04%00.0%Unchanged
Onefund, LLC2,884$202.2K0.26%+2,884New
Maripau Wealth Management LLC2,888$202.5K0.18%+2,888New
Beaird Harris Wealth Management, LLC2,893$202.9K0.02%00.0%Unchanged
Arden Trust Co2,894$202.9K0.03%−1,391−32.5%Reduced
High Falls Advisors, Inc2,900$203.3K0.05%+2,900New
Wilkins Investment Counsel Inc2,900$203.3K0.05%+2,900New
Ironsides Asset Advisors, LLC2,903$203.6K0.09%−477−14.1%Reduced
Latitude Advisors, LLC2,904$203.6K0.14%+2,904New
Harvey Investment Co LLC2,926$205.0K0.02%+2,926New
Univest Financial Corp2,926$205.2K0.06%+2,926New
Alpha Omega Wealth Management LLC2,932$205.6K0.03%+2,932New
YHB Investment Advisors, Inc.2,949$206.8K0.02%−163−5.2%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,958$207.4K0.01%+2,958New
MBA Advisors LLC2,971$208.3K0.12%+2,971New
Platform Technology Partners3,070$209.7K0.08%+3,070New
Delta Capital Management LLC3,000$210.0K0.15%−160−5.1%Reduced
Berry Wealth Group, LP2,995$210.0K0.19%+2,995New
Lazari Capital Management, Inc.2,999$210.3K0.12%−128−4.1%Reduced
CRA Financial Services, LLC2,999$210.3K0.05%+2,999New
Madrona Financial Services, LLC3,000$210.4K0.08%+3,000New
Asset Management Advisors, LLC3,000$210.4K0.17%+3,000New
KKM Financial LLC3,001$210.4K0.13%+3,001New
Whittier Trust Co of Nevada Inc3,002$210.5K0.01%+678+29.2%Added
VeraBank, N.A.3,012$211.2K0.07%+3,012New
Ascent Group, LLC3,102$211.9K0.02%+145+4.9%Added
Magnolia Wealth Management, LLC3,026$212.2K0.18%+3,026New
Parkside Financial Bank & Trust3,028$212.3K0.04%+266+9.6%Added
Exchange Capital Management, Inc.3,034$212.7K0.04%+3,034New
Wealthquest Corp3,034$212.7K0.02%+3,034New
ORG Partners LLC3,038$213.1K0.04%+172+6.0%Added
Gray Wealth Management Inc.3,051$213.9K0.10%−306−9.1%Reduced
Te Ahumairangi Investment Management Ltd3,070$215.0K0.04%−23,866−88.6%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,101$215.6K0.00%−205−6.2%Reduced
Brendel Financial Advisors LLC3,100$217.0K0.14%+3,100New
Aaron Wealth Advisors3,095$217.0K0.04%+3,095New
Ellis Investment Partners, LLC3,111$218.2K0.05%+3,111New
Bremer Bank National Association3,115$218.4K0.04%−1,132−26.7%Reduced
Quadrant Private Wealth Management, LLC3,120$218.8K0.06%+3,120New
Accredited Investors Inc.3,121$218.8K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC3,124$219.1K0.06%+30+1.0%Added
North Star Asset Management Inc3,126$219.2K0.01%00.0%Unchanged
Investors Asset Management of Georgia Inc3,126$219.2K0.11%+3,126New
Stanley-Laman Group, Ltd.3,127$219.3K0.03%+3,127New
Fulcrum Equity Management3,128$219.3K0.27%00.0%Unchanged
Gryphon Financial Partners LLC3,341$219.4K0.04%+3,341New
Barlow Wealth Partners, Inc.3,130$219.5K0.03%+3,130New
New Hampshire Trust3,133$219.7K0.05%−354−10.2%Reduced
Coho Partners, Ltd.3,139$220.1K0.01%00.0%Unchanged
Covenant Asset Management, LLC3,148$220.7K0.06%+3,148New
Nalls Sherbakoff Group, LLC3,148$220.8K0.20%+379+13.7%Added