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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 4,497 | $315.4K | 0.02% | −638−12.4% | Reduced |
| Financial Management Professionals, Inc. | 4,511 | $316.0K | 0.05% | +14+0.3% | Added |
| Radnor Capital Management, LLC | 4,500 | $316.0K | 0.06% | +300+7.1% | Added |
| Flagship Harbor Advisors, LLC | 4,510 | $316.2K | 0.02% | −295−6.1% | Reduced |
| Seelaus Asset Management LLC | 4,513 | $316.5K | 0.31% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,513 | $316.5K | 0.01% | −19−0.4% | Reduced |
| Smith Anglin Financial, LLC | 4,520 | $316.9K | 0.04% | +5+0.1% | Added |
| Madison Park Capital Advisors, LLC | 4,527 | $317.4K | 0.31% | +4,527 | New |
| Trinity Financial Advisors LLC | 4,530 | $317.6K | 0.15% | −3,376−42.7% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $319.0K | 0.29% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,552 | $319.2K | 0.06% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,578 | $321.0K | 0.09% | −301−6.2% | Reduced |
| Violich Capital Management, Inc. | 4,595 | $322.0K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,594 | $322.1K | 0.03% | −506−9.9% | Reduced |
| Wealth Management Associates, Inc. | 4,608 | $323.1K | 0.17% | +41+0.9% | Added |
| Veracity Capital LLC | 4,624 | $324.2K | 0.13% | +4,624 | New |
| McGowan Group Asset Management, Inc. | 4,629 | $324.6K | 0.05% | +20.0% | Added |
| Altfest L J & Co Inc | 4,628 | $325.0K | 0.05% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 4,639 | $325.3K | 0.07% | +879+23.4% | Added |
| Independence Bank of Kentucky | 4,640 | $325.4K | 0.11% | +451+10.8% | Added |
| Thomas Story & Son LLC | 4,650 | $326.0K | 0.15% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4,652 | $326.2K | 0.12% | +13+0.3% | Added |
| Bedel Financial Consulting, Inc. | 4,660 | $326.7K | 0.06% | +131+2.9% | Added |
| Beacon Investment Advisory Services, Inc. | 4,664 | $327.0K | 0.01% | −2,250−32.5% | Reduced |
| CMG Global Holdings, LLC | 4,902 | $327.6K | 0.24% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,528 | $327.8K | 0.00% | −5,717−55.8% | Reduced |
| Sunpointe, LLC | 4,680 | $328.2K | 0.42% | +4,680 | New |
| Hanson & Doremus Investment Management | 4,691 | $329.0K | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 4,883 | $329.1K | 0.13% | +4,883 | New |
| Elmwood Wealth Management, Inc. | 4,698 | $329.4K | 0.23% | +20.0% | Added |
| Tranquility Partners, LLC | 4,698 | $329.4K | 0.14% | +48+1.0% | Added |
| TCI Wealth Advisors, Inc. | 4,705 | $329.9K | 0.04% | −3−0.1% | Reduced |
| Boston Research & Management Inc | 4,710 | $330.0K | 0.09% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 4,717 | $330.8K | 0.14% | +18+0.4% | Added |
| KC Investment Advisors, LLC | 4,734 | $331.9K | 0.20% | +647+15.8% | Added |
| Washington Trust Co | 4,750 | $333.1K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,753 | $333.3K | 0.00% | +4,753 | New |
| Thrive Capital Management, LLC | 4,777 | $335.0K | 0.18% | −1,441−23.2% | Reduced |
| Hartline Investment Corp | 4,784 | $335.5K | 0.05% | −200−4.0% | Reduced |
| Southland Equity Partners LLC | 4,792 | $336.0K | 0.11% | +101+2.2% | Added |
| Lokken Investment Group LLC | 4,794 | $336.2K | 0.19% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,804 | $336.8K | 0.00% | −900−15.8% | Reduced |
| Duncker Streett & Co Inc | 4,815 | $337.6K | 0.07% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,815 | $337.6K | 0.05% | +1,477+44.2% | Added |
| Triton Wealth Management, PLLC | 4,691 | $337.7K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 4,824 | $338.3K | 0.28% | +400+9.0% | Added |
| Wynn Capital, LLC | 4,828 | $338.6K | 0.28% | +4,828 | New |
| Glen Eagle Advisors, LLC | 4,829 | $338.6K | 0.07% | −184−3.7% | Reduced |
| Relative Value Partners Group, LLC | 4,832 | $338.8K | 0.02% | +377+8.5% | Added |
| V-Square Quantitative Management LLC | 4,839 | $339.3K | 0.08% | +246+5.4% | Added |
| Enterprise Financial Services Corp | 4,843 | $339.6K | 0.21% | +4,843 | New |
| Williams Jones Wealth Management, LLC. | 4,850 | $340.1K | 0.00% | +450+10.2% | Added |
| Moneta Group Investment Advisors LLC | 4,859 | $340.7K | 0.01% | +620+14.6% | Added |
| Cutter & CO Brokerage, Inc. | 4,861 | $340.8K | 0.09% | −89−1.8% | Reduced |
| Jentner Corp | 4,872 | $341.6K | 0.13% | +4,872 | New |
| Legacy Financial Advisors, Inc. | 4,875 | $341.8K | 0.07% | +371+8.2% | Added |
| Kingdom Financial Group LLC. | 4,891 | $342.9K | 0.30% | −252−4.9% | Reduced |
| Royal Fund Management, LLC | 4,895 | $343.2K | 0.04% | +9+0.2% | Added |
| Coppell Advisory Solutions LLC | 4,898 | $343.4K | 0.07% | +3,815+352.3% | Added |
| Benedetti & Gucer, Inc. | 4,901 | $343.7K | 0.18% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 4,912 | $344.4K | 0.30% | −2,045−29.4% | Reduced |
| MKT Advisors LLC | 4,811 | $344.5K | 0.23% | −10.0% | Reduced |
| Campion Asset Management LLC | 4,920 | $345.0K | 0.29% | 00.0% | Unchanged |
| Davis R M Inc | 4,926 | $345.4K | 0.01% | +1,269+34.7% | Added |
| Meridian Financial, LLC | 4,926 | $345.5K | 0.27% | 00.0% | Unchanged |
| Zhang Financial LLC | 4,941 | $346.5K | 0.03% | −405−7.6% | Reduced |
| Rosenberg Matthew Hamilton | 4,946 | $346.8K | 0.11% | −127−2.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,956 | $347.5K | 0.24% | +454+10.1% | Added |
| Koss-Olinger Consulting, LLC | 4,958 | $348.0K | 0.03% | −100−2.0% | Reduced |
| REDW Wealth LLC | 4,972 | $348.7K | 0.10% | −352−6.6% | Reduced |
| Mirador Capital Partners LP | 4,973 | $348.7K | 0.07% | +180+3.8% | Added |
| Altus Wealth Group LLC | 4,994 | $350.1K | 0.19% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 5,006 | $351.0K | 0.19% | +157+3.2% | Added |
| Ferguson Wellman Capital Management, Inc | 5,024 | $352.3K | 0.01% | +594+13.4% | Added |
| Penserra Capital Management LLC | 5,049 | $353.0K | 0.01% | −1,059−17.3% | Reduced |
| Lee Danner & Bass Inc | 5,049 | $354.0K | 0.03% | −230−4.4% | Reduced |
| RIA Advisory Group LLC | 6,342 | $354.3K | 0.17% | −7,921−55.5% | Reduced |
| MQS Management LLC | 5,057 | $354.6K | 0.20% | +5,057 | New |
| Sigma Investment Counselors Inc | 5,066 | $355.2K | 0.03% | +11+0.2% | Added |
| Cornerstone Advisory, LLC | 5,075 | $355.8K | 0.06% | +510+11.2% | Added |
| TruWealth Advisors, LLC | 5,075 | $355.9K | 0.03% | −131−2.5% | Reduced |
| Waldron Private Wealth LLC | 5,076 | $355.9K | 0.02% | −388−7.1% | Reduced |
| Greylin Investment Mangement Inc | 5,085 | $356.6K | 0.06% | −390−7.1% | Reduced |
| Sage Mountain Advisors LLC | 5,108 | $358.2K | 0.04% | +646+14.5% | Added |
| Cim Investment Mangement Inc | 5,114 | $358.6K | 0.12% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 5,128 | $359.6K | 0.09% | +5,128 | New |
| WealthTrust Axiom LLC | 5,137 | $360.3K | 0.12% | +100+2.0% | Added |
| Childress Capital Advisors, LLC | 5,141 | $360.5K | 0.11% | +32+0.6% | Added |
| Lindbrook Capital, LLC | 5,141 | $360.5K | 0.04% | +1,801+53.9% | Added |
| Wealth Quarterback LLC | 5,150 | $361.1K | 0.22% | +1,284+33.2% | Added |
| Cladis Investment Advisory, LLC | 5,160 | $361.8K | 0.28% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 5,166 | $362.2K | 0.32% | +5,166 | New |
| Breakwater Capital Group | 5,276 | $363.1K | 0.10% | +905+20.7% | Added |
| Camden Capital, LLC | 5,181 | $363.3K | 0.04% | +5,181 | New |
| Eastover Investment Advisors LLC | 5,185 | $363.6K | 0.19% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 5,202 | $364.8K | 0.02% | +612+13.3% | Added |
| NorthCrest Asset Manangement, LLC | 5,208 | $365.2K | 0.01% | −1,839−26.1% | Reduced |
| First National Bank & Trust Co of Newtown | 5,235 | $367.0K | 0.08% | −185−3.4% | Reduced |
| Atom Investors LP | 5,239 | $367.4K | 0.06% | −370−6.6% | Reduced |
| Correct Capital Wealth Management | 5,250 | $368.1K | 0.09% | +5,250 | New |