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 |
|---|---|---|---|---|---|
| OmniStar Financial Group, Inc. | 3,151 | $220.9K | 0.28% | −200−6.0% | Reduced |
| Lifestyle Asset Management, Inc. | 3,151 | $220.9K | 0.12% | −199−5.9% | Reduced |
| Smith, Salley & Associates | 3,152 | $221.0K | 0.01% | −823−20.7% | Reduced |
| Ambassador Advisors, LLC | 3,298 | $221.6K | 0.05% | −209−6.0% | Reduced |
| Rossmore Private Capital | 3,163 | $221.8K | 0.03% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,167 | $222.0K | 0.09% | +3,167 | New |
| HC Advisors, LLC | 3,170 | $222.3K | 0.12% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 3,174 | $222.6K | 0.11% | +3,174 | New |
| Searcy Financial Services Inc | 3,180 | $223.0K | 0.12% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 3,182 | $223.1K | 0.11% | +3+0.1% | Added |
| Asset Management Resources, LLC | 3,185 | $223.3K | 0.13% | +3,185 | New |
| Horan Securities, Inc. | 3,186 | $223.4K | 0.11% | +3,186 | New |
| Private Capital Advisors, Inc. | 3,200 | $224.0K | 0.03% | 00.0% | Unchanged |
| Idaho Trust Bank | 3,200 | $224.4K | 0.13% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 3,201 | $224.5K | 0.01% | +3,201 | New |
| Keebeck Wealth Management, LLC | 3,203 | $224.6K | 0.04% | −1,021−24.2% | Reduced |
| Austin Private Wealth, LLC | 3,205 | $224.7K | 0.03% | −425−11.7% | Reduced |
| Renasant Bank | 3,221 | $225.9K | 0.18% | −1,779−35.6% | Reduced |
| WealthTrust Asset Management, LLC | 3,229 | $226.4K | 0.19% | +6+0.2% | Added |
| Insight Advisors, LLC | 3,238 | $227.0K | 0.05% | −12−0.4% | Reduced |
| New Republic Capital, LLC | 3,243 | $227.4K | 0.16% | −152−4.5% | Reduced |
| WealthPLAN Partners, LLC | 3,247 | $227.7K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,252 | $228.0K | 0.02% | +3,252 | New |
| Apexium Financial, LP | 3,270 | $229.3K | 0.02% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 3,292 | $230.8K | 0.00% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 3,294 | $231.0K | 0.21% | +3,294 | New |
| Satovsky Asset Management LLC | 3,299 | $231.3K | 0.07% | +32+1.0% | Added |
| Signal Advisors Wealth, LLC | 3,304 | $231.7K | 0.08% | +3,304 | New |
| Gerber, LLC | 3,306 | $231.8K | 0.21% | +3,306 | New |
| Significant Wealth Partners LLC | 3,309 | $232.0K | 0.17% | +3,309 | New |
| Pure Financial Advisors, Inc. | 3,311 | $232.2K | 0.01% | +3,311 | New |
| Aveo Capital Partners, LLC | 3,318 | $232.7K | 0.03% | +3,318 | New |
| DF Dent & Co Inc | 3,362 | $235.8K | 0.00% | −8−0.2% | Reduced |
| Boyar Asset Management Inc. | 3,365 | $236.0K | 0.18% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,367 | $236.1K | 0.05% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,389 | $237.6K | 0.01% | −46−1.3% | Reduced |
| Eagle Wealth Strategies LLC | 3,394 | $238.0K | 0.14% | +3,394 | New |
| Anchor Capital Advisors LLC | 3,400 | $238.4K | 0.01% | 00.0% | Unchanged |
| Family Asset Management, LLC | 3,402 | $238.5K | 0.16% | −250−6.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,403 | $238.6K | 0.02% | −290−7.9% | Reduced |
| Octavia Wealth Advisors, LLC | 3,404 | $238.7K | 0.04% | −258−7.0% | Reduced |
| Old Second National Bank of Aurora | 3,408 | $239.0K | 0.07% | +600+21.4% | Added |
| Phillips Wealth Planners LLC | 3,478 | $239.2K | 0.29% | +73+2.1% | Added |
| Aspen Grove Capital, LLC | 3,451 | $240.1K | 0.07% | +170+5.2% | Added |
| Morris Financial Concepts, Inc. | 3,429 | $240.4K | 0.14% | −126−3.5% | Reduced |
| PFC Capital Group, Inc. | 3,450 | $241.0K | 0.14% | +3,450 | New |
| Zullo Investment Group, Inc. | 3,437 | $241.0K | 0.12% | +157+4.8% | Added |
| Continuum Advisory, LLC | 3,439 | $241.2K | 0.03% | −1,554−31.1% | Reduced |
| Saxony Capital Management, LLC | 3,448 | $241.8K | 0.32% | +3,448 | New |
| BLB&B Advisors, LLC | 3,449 | $241.8K | 0.02% | −63−1.8% | Reduced |
| Wedgewood Investors Inc | 3,450 | $241.9K | 0.30% | −400−10.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,464 | $242.9K | 0.01% | −8,740−71.6% | Reduced |
| Dakota Wealth Management | 3,465 | $243.0K | 0.01% | +3,465 | New |
| Nikulski Financial, Inc. | 3,470 | $243.3K | 0.09% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 3,471 | $243.4K | 0.11% | +200+6.1% | Added |
| Stonebridge Capital Advisors LLC | 3,478 | $243.9K | 0.02% | −67−1.9% | Reduced |
| 3Chopt Investment Partners, LLC | 3,483 | $244.2K | 0.09% | +3,483 | New |
| St. Louis Trust Co | 3,500 | $245.4K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,514 | $246.4K | 0.11% | +1,512+75.5% | Added |
| Private Portfolio Partners LLC | 3,518 | $246.7K | 0.06% | +22+0.6% | Added |
| PBMares Wealth Management LLC | 3,533 | $247.7K | 0.07% | −2,029−36.5% | Reduced |
| Greenfield Savings Bank | 3,535 | $247.9K | 0.14% | −116−3.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,540 | $248.2K | 0.12% | −892−20.1% | Reduced |
| Country Trust Bank | 3,540 | $248.2K | 0.01% | −574−14.0% | Reduced |
| Altrius Capital Management Inc | 3,546 | $248.6K | 0.07% | −617−14.8% | Reduced |
| Worth Asset Management, LLC | 3,550 | $248.9K | 0.18% | +3,550 | New |
| Geller Advisors LLC | 3,556 | $249.3K | 0.02% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,562 | $249.8K | 0.10% | +3,316+1,348.0% | Added |
| Redwood Investment Management, LLC | 3,570 | $250.0K | 0.02% | +3,570 | New |
| Bank of New Hampshire | 3,568 | $250.2K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,569 | $250.3K | 0.03% | +346+10.7% | Added |
| Dean Investment Associates, LLC | 3,575 | $250.7K | 0.04% | −82−2.2% | Reduced |
| Vise Technologies, Inc. | 3,581 | $251.1K | 0.05% | −376−9.5% | Reduced |
| Integris Wealth Management, LLC | 3,600 | $252.4K | 0.07% | 00.0% | Unchanged |
| Allstate Corp | 3,609 | $253.1K | 0.02% | +316+9.6% | Added |
| MBM Wealth Consultants, LLC | 3,666 | $253.6K | 0.09% | +18+0.5% | Added |
| Plato Investment Management Ltd | 3,622 | $254.0K | 0.31% | +3,622 | New |
| NBW Capital LLC | 3,626 | $254.3K | 0.06% | −10−0.3% | Reduced |
| Miracle Mile Advisors, LLC | 3,628 | $254.4K | 0.01% | −40−1.1% | Reduced |
| Oak Family Advisors, LLC | 3,638 | $255.1K | 0.11% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,650 | $255.9K | 0.04% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,658 | $256.5K | 0.17% | −205−5.3% | Reduced |
| Sepio Capital, LP | 3,659 | $256.6K | 0.02% | +3,659 | New |
| Strategic Advisors LLC | 3,661 | $256.7K | 0.05% | +10.0% | Added |
| Drive Wealth Management, LLC | 3,662 | $256.8K | 0.08% | +405+12.4% | Added |
| Athena Investment Management | 3,663 | $256.9K | 0.17% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,668 | $257.0K | 0.11% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $257.3K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,673 | $257.6K | 0.10% | +68+1.9% | Added |
| Arlington Trust Co LLC | 3,673 | $257.6K | 0.07% | +3,625+7,552.1% | Added |
| MidWestOne Financial Group, Inc. | 3,675 | $257.7K | 0.05% | −1,500−29.0% | Reduced |
| Lifeworks Advisors, LLC | 3,680 | $258.1K | 0.09% | −337−8.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,681 | $258.1K | 0.05% | +238+6.9% | Added |
| Premier Path Wealth Partners, LLC | 3,698 | $259.3K | 0.06% | +3,698 | New |
| Nadler Financial Group, Inc. | 3,701 | $259.5K | 0.03% | 00.0% | Unchanged |
| David Loasby | 3,630 | $259.9K | 0.03% | −471−11.5% | Reduced |
| King Wealth | 3,709 | $260.0K | 0.05% | +3+0.1% | Added |
| Palumbo Wealth Management LLC | 3,709 | $260.1K | 0.13% | −17−0.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $261.6K | 0.16% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3,737 | $262.0K | 0.20% | +3,737 | New |