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 5 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 |
|---|---|---|---|---|---|
| Ardent Capital Management, Inc. | 3,739 | $262.2K | 0.14% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 3,741 | $262.3K | 0.13% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,741 | $262.3K | 0.05% | −84−2.2% | Reduced |
| Drake & Associates, LLC | 3,748 | $262.8K | 0.11% | +326+9.5% | Added |
| JJJ Advisors Inc. | 3,754 | $263.2K | 0.06% | +631+20.2% | Added |
| First Citizens Financial Corp | 3,757 | $263.4K | 0.17% | −125−3.2% | Reduced |
| Willis Investment Counsel | 3,757 | $263.4K | 0.02% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,761 | $263.7K | 0.02% | +34+0.9% | Added |
| Semmax Financial Advisors Inc. | 3,913 | $264.1K | 0.10% | +34+0.9% | Added |
| Oak Hill Wealth Advisors, LLC | 3,775 | $264.7K | 0.09% | −772−17.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,777 | $264.8K | 0.02% | −484−11.4% | Reduced |
| Meridian Investment Counsel Inc. | 3,802 | $266.6K | 0.09% | 00.0% | Unchanged |
| Pitcairn Co | 3,814 | $267.4K | 0.02% | −10.0% | Reduced |
| Financial Security Advisor, Inc. | 3,822 | $268.0K | 0.11% | −1,109−22.5% | Reduced |
| GEM Asset Management, LLC | 3,830 | $268.6K | 0.19% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,836 | $269.0K | 0.05% | −111−2.8% | Reduced |
| FLC Capital Advisors | 3,840 | $269.3K | 0.07% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,852 | $270.1K | 0.00% | −278−6.7% | Reduced |
| American State Bank (Iowa) | 3,854 | $270.2K | 0.17% | −144−3.6% | Reduced |
| Cabot Wealth Management Inc | 3,855 | $270.3K | 0.04% | 00.0% | Unchanged |
| Searle & Co. | 3,858 | $270.5K | 0.07% | −318−7.6% | Reduced |
| Frontier Asset Management, LLC | 3,858 | $270.5K | 0.10% | +37+1.0% | Added |
| Fortitude Advisory Group L.L.C. | 3,863 | $270.9K | 0.16% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,868 | $271.0K | 0.13% | −160−4.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,866 | $271.1K | 0.02% | −738−16.0% | Reduced |
| Retirement Income Solutions, Inc | 3,873 | $271.6K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,879 | $272.0K | 0.20% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,880 | $272.1K | 0.19% | +3,880 | New |
| Proficio Capital Partners LLC | 3,881 | $272.1K | 0.03% | −399−9.3% | Reduced |
| WMS Partners, LLC | 3,883 | $272.3K | 0.02% | +149+4.0% | Added |
| Sapient Capital LLC | 3,892 | $272.9K | 0.01% | +3,892 | New |
| Beck Mack & Oliver LLC | 3,900 | $273.5K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 3,905 | $273.8K | 0.13% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,912 | $274.3K | 0.04% | −157−3.9% | Reduced |
| Providence First Trust Co | 3,913 | $274.4K | 0.13% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,917 | $274.7K | 0.12% | +3,917 | New |
| Bourne Lent Asset Management Inc | 3,931 | $275.6K | 0.11% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,975 | $275.9K | 0.21% | −275−6.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,936 | $276.0K | 0.04% | +105+2.7% | Added |
| Rise Advisors, LLC | 3,944 | $276.6K | 0.19% | +487+14.1% | Added |
| LCM Capital Management Inc | 3,955 | $277.3K | 0.20% | −73−1.8% | Reduced |
| Altus Wealth Management, LLC | 3,973 | $278.6K | 0.17% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,979 | $279.0K | 0.19% | +120+3.1% | Added |
| OMNI 360 Wealth, Inc. | 3,986 | $279.5K | 0.26% | +3,986 | New |
| KMG Fiduciary Partners, LLC | 3,994 | $280.1K | 0.03% | −500−11.1% | Reduced |
| Fagan Associates, Inc. | 4,011 | $281.3K | 0.06% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,017 | $281.7K | 0.06% | +120+3.1% | Added |
| Rappaport Reiches Capital Management, LLC | 4,017 | $281.7K | 0.10% | +4,017 | New |
| Citizens Business Bank | 4,042 | $283.4K | 0.06% | −3−0.1% | Reduced |
| Aviso Wealth Management | 4,043 | $283.5K | 0.21% | +4,043 | New |
| Syverson Strege & Co | 4,043 | $283.5K | 0.11% | −8−0.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $284.0K | 0.03% | 00.0% | Unchanged |
| EWG Elevate Inc. | 4,053 | $284.2K | 0.12% | −467−10.3% | Reduced |
| Bill Few Associates, Inc. | 4,073 | $285.6K | 0.13% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,076 | $285.8K | 0.07% | +364+9.8% | Added |
| TRUE Private Wealth Advisors | 4,080 | $286.1K | 0.04% | −20.0% | Reduced |
| Ausdal Financial Partners, Inc. | 4,103 | $287.7K | 0.04% | +6+0.1% | Added |
| Transcend Wealth Collective, LLC | 4,114 | $288.5K | 0.03% | +276+7.2% | Added |
| 1st Source Bank | 4,119 | $288.8K | 0.02% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,121 | $288.9K | 0.07% | −325−7.3% | Reduced |
| Fundamentun, LLC | 4,139 | $290.3K | 0.03% | −142−3.3% | Reduced |
| Norwood Financial Corp | 4,158 | $291.5K | 0.44% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,162 | $291.8K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,164 | $292.0K | 0.01% | −4,104−49.6% | Reduced |
| Morningstar Investment Services LLC | 4,155 | $292.0K | 0.00% | +4,155 | New |
| Wealthspan Partners, LLC | 4,191 | $293.9K | 0.21% | +709+20.4% | Added |
| Douglass Winthrop Advisors, LLC | 4,200 | $294.5K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 4,210 | $295.2K | 0.06% | +310+7.9% | Added |
| Callan Family Office, LLC | 4,211 | $295.3K | 0.07% | +40+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 4,237 | $297.1K | 0.03% | +14+0.3% | Added |
| Sittner & Nelson, LLC | 4,246 | $297.7K | 0.16% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 4,259 | $298.6K | 0.09% | +4,259 | New |
| Bey-Douglas LLC | 4,280 | $300.1K | 0.31% | +4,280 | New |
| Apella Capital, LLC | 4,192 | $300.6K | 0.02% | +4,192 | New |
| Longview Financial Advisors, Inc. | 4,296 | $301.3K | 0.24% | +4,296 | New |
| Cooper Financial Group | 4,297 | $301.3K | 0.05% | −201−4.5% | Reduced |
| Hoylecohen, LLC | 4,315 | $302.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,321 | $303.0K | 0.10% | −60−1.4% | Reduced |
| Bridges Investment Management Inc | 4,325 | $303.3K | 0.01% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,327 | $303.4K | 0.13% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 4,343 | $304.5K | 0.03% | −407−8.6% | Reduced |
| Secure Asset Management, LLC | 4,347 | $304.8K | 0.08% | +27+0.6% | Added |
| Thompson Investment Management, Inc. | 4,358 | $305.6K | 0.05% | +193+4.6% | Added |
| Avestar Capital, LLC | 4,361 | $305.8K | 0.04% | +900+26.0% | Added |
| Willis Johnson & Associates, Inc. | 4,365 | $306.1K | 0.03% | +151+3.6% | Added |
| Aldebaran Financial Inc. | 4,367 | $306.2K | 0.47% | −500−10.3% | Reduced |
| Hall Capital Management Co Inc | 4,394 | $308.1K | 0.18% | −1,105−20.1% | Reduced |
| KRS Capital Management, LLC | 4,403 | $308.7K | 0.29% | −493−10.1% | Reduced |
| FORA Capital, LLC | 4,404 | $308.8K | 0.03% | +4,404 | New |
| SNS Financial Group, LLC | 4,409 | $309.2K | 0.04% | −530−10.7% | Reduced |
| Telemus Capital, LLC | 4,418 | $309.8K | 0.03% | +7+0.2% | Added |
| O'Brien Greene & Co. Inc | 4,420 | $309.9K | 0.11% | −146−3.2% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,421 | $310.0K | 0.04% | +4+0.1% | Added |
| Investment House LLC | 4,424 | $310.2K | 0.02% | +3+0.1% | Added |
| Institute for Wealth Management, LLC. | 4,425 | $310.3K | 0.05% | −106−2.3% | Reduced |
| Jones Financial Companies LLLP | 4,451 | $312.1K | 0.00% | +98+2.3% | Added |
| Beese Fulmer Investment Management, Inc. | 4,464 | $313.0K | 0.03% | +29+0.7% | Added |
| Trust Co of the South | 4,478 | $314.0K | 0.08% | +4,478 | New |
| Fusion Capital, LLC | 4,482 | $314.3K | 0.16% | −1,274−22.1% | Reduced |
| Capital Investment Counsel, Inc | 4,497 | $315.3K | 0.06% | 00.0% | Unchanged |