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 |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 5,259 | $368.8K | 0.09% | −32−0.6% | Reduced |
| Salomon & Ludwin, LLC | 5,702 | $369.0K | 0.04% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 5,293 | $371.1K | 0.01% | −404−7.1% | Reduced |
| FineMark National Bank & Trust | 5,297 | $371.4K | 0.02% | +187+3.7% | Added |
| TCG Advisory Services, LLC | 5,314 | $372.6K | 0.03% | +763+16.8% | Added |
| AlphaCore Capital LLC | 5,318 | $372.9K | 0.05% | −1,042−16.4% | Reduced |
| United Capital Management of KS, Inc. | 5,321 | $373.1K | 0.11% | −617−10.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,335 | $374.0K | 0.32% | +190+3.7% | Added |
| RB Capital Management, LLC | 5,335 | $374.1K | 0.11% | −305−5.4% | Reduced |
| Capstone Investment Advisors, LLC | 5,353 | $375.4K | 0.01% | −18,256−77.3% | Reduced |
| BEAM Asset Management, LLC | 5,397 | $378.4K | 0.24% | +51+1.0% | Added |
| ML & R Wealth Management LLC | 5,399 | $378.6K | 0.09% | +1,133+26.6% | Added |
| Bienville Capital Management, LLC | 5,400 | $378.6K | 0.12% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,283 | $378.8K | 0.18% | +169+3.3% | Added |
| JB Capital LLC | 5,415 | $379.7K | 0.03% | +462+9.3% | Added |
| Sollinda Capital Management LLC | 5,418 | $379.9K | 0.11% | +5,418 | New |
| Donald L. Hagan, LLC | 5,484 | $384.5K | 0.21% | +10.0% | Added |
| Cape Cod Five Cents Savings Bank | 5,494 | $385.2K | 0.04% | −5,494−50.0% | Reduced |
| Arcus Capital Partners, LLC | 5,498 | $385.5K | 0.14% | +41+0.8% | Added |
| Keystone Financial Planning, Inc. | 5,508 | $386.2K | 0.13% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 5,510 | $386.4K | 0.20% | −295−5.1% | Reduced |
| Gotham Asset Management, LLC | 5,516 | $386.8K | 0.01% | −107−1.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,526 | $387.5K | 0.21% | −542−8.9% | Reduced |
| Evergreen Capital Management LLC | 5,539 | $388.4K | 0.02% | −2,472−30.9% | Reduced |
| Fiduciary Trust Co | 5,547 | $389.0K | 0.01% | −2,507−31.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,584 | $391.6K | 0.16% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,601 | $392.7K | 0.02% | +383+7.3% | Added |
| O'Rourke & Company, Inc | 5,625 | $394.0K | 0.25% | +3+0.1% | Added |
| Colonial Trust Advisors | 5,630 | $394.8K | 0.04% | −1,843−24.7% | Reduced |
| Independent Financial Group, LLC | 5,642 | $395.6K | 0.02% | +35+0.6% | Added |
| Appleton Partners Inc | 5,656 | $397.0K | 0.03% | −54−0.9% | Reduced |
| Summit Asset Management, LLC | 5,668 | $397.4K | 0.10% | +17+0.3% | Added |
| Insigneo Advisory Services, LLC | 5,674 | $397.9K | 0.06% | +791+16.2% | Added |
| Keystone Financial Group | 5,677 | $398.1K | 0.07% | −626−9.9% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,683 | $398.5K | 0.08% | +94+1.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 5,700 | $399.7K | 0.03% | +5,700 | New |
| Sentry Investment Management LLC | 5,711 | $400.0K | 0.17% | −614−9.7% | Reduced |
| Alpha Cubed Investments, LLC | 5,709 | $400.3K | 0.02% | −983−14.7% | Reduced |
| Balentine LLC | 5,715 | $400.7K | 0.01% | −807−12.4% | Reduced |
| Patten Group, Inc. | 5,716 | $400.8K | 0.11% | −5−0.1% | Reduced |
| Red Wave Investments LLC | 5,723 | $401.3K | 0.16% | −55−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 5,725 | $401.4K | 0.01% | +324+6.0% | Added |
| CSM Advisors, LLC | 5,726 | $402.0K | 0.03% | −500−8.0% | Reduced |
| NSI Retail Advisors, LLC | 5,726 | $402.0K | 0.06% | −500−8.0% | Reduced |
| Cornerstone Wealth Management, LLC | 5,743 | $402.7K | 0.03% | −340−5.6% | Reduced |
| Lake Street Advisors Group, LLC | 5,758 | $403.8K | 0.02% | +5,758 | New |
| Montecito Bank & Trust | 5,787 | $405.8K | 0.09% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,816 | $408.0K | 0.03% | −12,370−68.0% | Reduced |
| S.E.E.D. Planning Group LLC | 5,826 | $408.5K | 0.16% | +2,047+54.2% | Added |
| Prosperity Financial Group, Inc. | 5,829 | $408.7K | 0.28% | −240−4.0% | Reduced |
| Symmetry Partners, LLC | 5,824 | $409.0K | 0.02% | −1,032−15.1% | Reduced |
| Kapstone Financial Advisors LLC | 5,952 | $412.1K | 0.32% | +66+1.1% | Added |
| GAMMA Investing LLC | 5,942 | $413.1K | 0.11% | +5,942 | New |
| Doliver Advisors, LP | 5,918 | $415.0K | 0.13% | −150−2.5% | Reduced |
| Kingfisher Capital LLC | 5,918 | $415.0K | 0.11% | +26+0.4% | Added |
| Diligent Investors, LLC | 5,936 | $416.2K | 0.11% | −196−3.2% | Reduced |
| Roundview Capital LLC | 5,954 | $417.5K | 0.04% | +5,954 | New |
| American Financial Advisors, LLC | 5,971 | $418.7K | 0.06% | +375+6.7% | Added |
| Key Client Fiduciary Advisors, LLC | 5,988 | $419.9K | 0.24% | −377−5.9% | Reduced |
| Acorn Financial Advisory Services Inc | 5,967 | $420.6K | 0.07% | −652−9.9% | Reduced |
| Schulhoff & Co Inc | 6,000 | $420.7K | 0.20% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 6,012 | $421.5K | 0.29% | −149−2.4% | Reduced |
| FSA Advisors, Inc. | 6,019 | $422.1K | 0.52% | +6,019 | New |
| Cross Staff Investments Inc | 6,035 | $423.2K | 0.37% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6,036 | $423.2K | 0.11% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 6,048 | $424.1K | 0.05% | +6,048 | New |
| Avidian Wealth Solutions, LLC | 6,051 | $424.3K | 0.03% | +30.0% | Added |
| Davy Global Fund Management Ltd | 6,054 | $424.5K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 6,062 | $425.1K | 0.17% | −20.0% | Reduced |
| Formidable Asset Management, LLC | 6,075 | $426.0K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,083 | $427.0K | 0.09% | −181−2.9% | Reduced |
| Congress Wealth Management LLC | 6,094 | $427.4K | 0.01% | +2,895+90.5% | Added |
| Heritage Wealth Advisors | 6,104 | $428.0K | 0.02% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 6,208 | $429.1K | 0.05% | +178+3.0% | Added |
| Mosley Wealth Management | 6,136 | $430.3K | 0.42% | +6,136 | New |
| Forum Financial Management, LP | 6,145 | $430.9K | 0.01% | −1,445−19.0% | Reduced |
| Fee-Only Financial Planning, L.C. | 6,150 | $431.2K | 0.31% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 6,164 | $432.2K | 0.18% | +6,164 | New |
| SFMG, LLC | 6,172 | $432.8K | 0.04% | −117−1.9% | Reduced |
| Valued Retirements, Inc. | 6,192 | $434.2K | 0.75% | +6,192 | New |
| Tradition Wealth Management, LLC | 6,210 | $435.0K | 0.05% | −123−1.9% | Reduced |
| Northwest Bancshares, Inc. | 6,230 | $436.8K | 0.08% | −1,599−20.4% | Reduced |
| Syon Capital LLC | 6,238 | $437.4K | 0.04% | +6,238 | New |
| Armstrong Advisory Group, Inc | 6,270 | $439.7K | 0.04% | −116−1.8% | Reduced |
| Westwood Holdings Group Inc. | 6,272 | $440.0K | 0.00% | −46−0.7% | Reduced |
| Novare Capital Management LLC | 6,278 | $440.2K | 0.04% | +30+0.5% | Added |
| Mission Wealth Management, LP | 6,281 | $440.4K | 0.01% | +89+1.4% | Added |
| Hexagon Capital Partners LLC | 6,296 | $441.5K | 0.11% | −465−6.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,296 | $441.5K | 0.04% | +508+8.8% | Added |
| Jackson Hole Capital Partners, LLC | 6,306 | $442.2K | 0.11% | −378−5.7% | Reduced |
| LCNB Corp | 6,321 | $443.2K | 0.17% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 6,343 | $444.8K | 0.28% | −320−4.8% | Reduced |
| CX Institutional | 6,370 | $446.7K | 0.02% | −727−10.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,376 | $447.1K | 0.08% | −151−2.3% | Reduced |
| Cohen Investment Advisors LLC | 6,382 | $447.5K | 0.33% | −586−8.4% | Reduced |
| STAR Financial Bank | 6,385 | $447.7K | 0.41% | +611+10.6% | Added |
| Summit Financial Wealth Advisors, LLC | 6,400 | $448.8K | 0.10% | +50+0.8% | Added |
| Buckingham Strategic Partners | 6,421 | $450.3K | 0.02% | −2,521−28.2% | Reduced |
| Colonial River Wealth Management, LLC | 6,426 | $450.6K | 0.27% | −1,602−20.0% | Reduced |
| Bush Investment Group, LLC | 6,698 | $451.4K | 0.42% | +6,698 | New |