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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 6,450 | $452.3K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 6,452 | $452.4K | 0.03% | −200−3.0% | Reduced |
| Abel Hall, LLC | 6,458 | $452.9K | 0.39% | +6,458 | New |
| Tritonpoint Wealth, LLC | 6,474 | $454.0K | 0.04% | +6,474 | New |
| OneAscent Financial Services LLC | 6,495 | $455.0K | 0.06% | +6,495 | New |
| McGlone Suttner Wealth Management, Inc. | 6,495 | $455.4K | 0.09% | +412+6.8% | Added |
| BCR Wealth Strategies, LLC | 6,505 | $456.0K | 0.33% | −27−0.4% | Reduced |
| Mathes Company, Inc. | 6,500 | $456.0K | 0.19% | +500+8.3% | Added |
| PFW Advisors LLC | 6,507 | $456.3K | 0.15% | +423+7.0% | Added |
| Ballew Advisors, Inc | 6,501 | $457.2K | 0.34% | −230−3.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,537 | $458.4K | 0.06% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 6,538 | $458.5K | 0.15% | +2,976+83.5% | Added |
| Girard Partners Ltd. | 6,552 | $459.4K | 0.05% | +778+13.5% | Added |
| Trust Co of Virginia | 6,553 | $459.5K | 0.05% | +886+15.6% | Added |
| Graypoint LLC | 6,575 | $461.0K | 0.04% | +237+3.7% | Added |
| Brady Family Wealth, LLC | 6,580 | $461.4K | 0.16% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 6,597 | $462.6K | 0.02% | −246−3.6% | Reduced |
| Probity Advisors, Inc. | 6,600 | $462.8K | 0.10% | −200−2.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,612 | $463.6K | 0.03% | −280−4.1% | Reduced |
| Sound Income Strategies, LLC | 6,635 | $465.2K | 0.04% | −94−1.4% | Reduced |
| Field & Main Bank | 6,655 | $466.6K | 0.20% | +805+13.8% | Added |
| Islay Capital Management, LLC | 6,666 | $467.4K | 0.37% | −12,588−65.4% | Reduced |
| Longfellow Investment Management Co LLC | 6,708 | $470.4K | 0.12% | −3,526−34.5% | Reduced |
| Congress Asset Management Co | 6,711 | $470.6K | 0.00% | 00.0% | Unchanged |
| Builder Investment Group Inc | 6,729 | $471.8K | 0.17% | −100−1.5% | Reduced |
| Union Savings Bank | 6,761 | $474.0K | 0.27% | +102+1.5% | Added |
| Cozad Asset Management Inc | 6,785 | $475.8K | 0.05% | −87−1.3% | Reduced |
| Client 1st Advisory Group, LLC | 6,803 | $477.1K | 0.23% | +820+13.7% | Added |
| Constitution Capital LLC | 6,808 | $477.4K | 0.29% | +300+4.6% | Added |
| PSI Advisors, LLC | 6,822 | $478.3K | 0.18% | +121+1.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 6,840 | $480.0K | 0.11% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,851 | $480.4K | 0.06% | −102−1.5% | Reduced |
| Moloney Securities Asset Management, LLC | 6,854 | $480.6K | 0.08% | −438−6.0% | Reduced |
| DFPG Investments, LLC | 6,672 | $482.0K | 0.04% | −318−4.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,884 | $482.7K | 0.13% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 6,890 | $483.0K | 0.10% | −392−5.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $483.1K | 0.10% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 6,893 | $483.4K | 0.27% | −389−5.3% | Reduced |
| Qtron Investments LLC | 6,917 | $485.0K | 0.08% | −6,395−48.0% | Reduced |
| Second Line Capital, LLC | 6,919 | $485.2K | 0.19% | +6,919 | New |
| Stokes Capital Advisors, LLC | 6,919 | $485.2K | 0.15% | +70+1.0% | Added |
| KG&L Capital Management,LLC | 6,938 | $485.9K | 0.20% | +977+16.4% | Added |
| CoreCap Advisors, LLC | 6,936 | $486.4K | 0.03% | −550−7.3% | Reduced |
| Allegheny Financial Group LTD | 6,981 | $489.5K | 0.16% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 7,006 | $491.3K | 0.02% | +7,006 | New |
| Beaumont Asset Management, L.L.C. | 7,010 | $491.5K | 0.35% | −25−0.4% | Reduced |
| Autumn Glory Partners, LLC | 6,995 | $491.9K | 0.28% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 7,033 | $493.1K | 0.31% | +30.0% | Added |
| NFP Retirement, Inc. | 7,040 | $493.6K | 0.08% | +31+0.4% | Added |
| Yeomans Consulting Group, Inc. | 7,057 | $494.8K | 0.25% | +7,057 | New |
| Xcel Wealth Management, LLC | 7,068 | $495.6K | 0.17% | +85+1.2% | Added |
| Capital Asset Advisory Services LLC | 7,072 | $495.9K | 0.03% | −1,104−13.5% | Reduced |
| City State Bank | 7,076 | $496.0K | 0.25% | −45−0.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,081 | $496.5K | 0.06% | +7,081 | New |
| Gradient Investments LLC | 7,096 | $497.6K | 0.01% | −2,486−25.9% | Reduced |
| Sentry LLC | 7,112 | $498.7K | 0.11% | +12+0.2% | Added |
| TBH Global Asset Management, LLC | 7,128 | $499.8K | 0.10% | +348+5.1% | Added |
| Slagle Financial, LLC | 14,250 | $499.8K | 0.29% | +6,682+88.3% | Added |
| Mogy Joel R Investment Counsel Inc | 7,131 | $500.0K | 0.04% | −1,202−14.4% | Reduced |
| PFG Investments, LLC | 7,137 | $500.5K | 0.09% | +10.0% | Added |
| David J Yvars Group | 7,147 | $501.2K | 0.40% | +4+0.1% | Added |
| Van Hulzen Asset Management, LLC | 7,160 | $502.0K | 0.04% | +100+1.4% | Added |
| Trust Co of Toledo NA | 7,160 | $502.1K | 0.09% | −544−7.1% | Reduced |
| Haverford Trust Co | 7,176 | $503.2K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 7,177 | $503.2K | 0.04% | +801+12.6% | Added |
| Cambridge Trust Co | 7,187 | $504.0K | 0.02% | −151−2.1% | Reduced |
| Stiles Financial Services Inc | 7,207 | $505.4K | 0.23% | +1,411+24.3% | Added |
| Sar Wealth Management Group, LLC | 7,313 | $512.8K | 0.52% | +7,313 | New |
| Delta Financial Group, Inc. | 7,319 | $513.0K | 0.16% | +17+0.2% | Added |
| Nations Financial Group Inc, | 7,318 | $513.2K | 0.05% | −46−0.6% | Reduced |
| Conning Inc. | 7,331 | $514.0K | 0.02% | +55+0.8% | Added |
| Lakeshore Financial Planning, Inc. | 7,347 | $515.2K | 0.29% | −137−1.8% | Reduced |
| Archer Investment Corp | 7,350 | $515.4K | 0.17% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7,357 | $515.9K | 0.09% | −733−9.1% | Reduced |
| Wulff, Hansen & Co. | 7,363 | $516.3K | 0.57% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,365 | $516.4K | 0.03% | +7,365 | New |
| Peninsula Asset Management Inc | 7,390 | $518.2K | 0.30% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 7,407 | $519.4K | 0.31% | +5+0.1% | Added |
| Thrive Wealth Management, LLC | 7,420 | $520.3K | 0.12% | −941−11.3% | Reduced |
| Clear Creek Financial Management, LLC | 7,426 | $520.7K | 0.08% | +518+7.5% | Added |
| FDx Advisors, Inc. | 7,428 | $521.0K | 0.04% | +235+3.3% | Added |
| Summitry LLC | 7,450 | $522.4K | 0.03% | 00.0% | Unchanged |
| Leo Wealth, LLC | 7,484 | $522.8K | 0.05% | +7,484 | New |
| Optimum Investment Advisors | 7,456 | $522.8K | 0.26% | −500−6.3% | Reduced |
| TownSquare Capital, LLC | 7,483 | $524.7K | 0.01% | +2,146+40.2% | Added |
| Welch & Forbes LLC | 7,487 | $525.0K | 0.01% | −670−8.2% | Reduced |
| World Equity Group, Inc. | 7,506 | $526.3K | 0.11% | −336−4.3% | Reduced |
| Skyline Advisors, Inc. | 7,507 | $526.4K | 0.25% | +7,507 | New |
| Epoch Investment Partners, Inc. | 7,512 | $526.7K | 0.00% | +65+0.9% | Added |
| Firestone Capital Management | 7,524 | $527.6K | 0.16% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,529 | $527.9K | 0.04% | −175−2.3% | Reduced |
| Wrapmanager Inc | 7,558 | $530.0K | 0.16% | −108−1.4% | Reduced |
| Sherbrooke Park Advisers LLC | 7,574 | $531.1K | 0.25% | +7,574 | New |
| Chicago Capital, LLC | 7,608 | $533.5K | 0.02% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 7,632 | $535.1K | 0.50% | +7,632 | New |
| Novak & Powell Financial Services, Inc. | 7,636 | $535.5K | 0.36% | +7,636 | New |
| ICA Group Wealth Management, LLC | 7,671 | $537.9K | 0.12% | +1,254+19.5% | Added |
| AdvisorNet Financial, Inc | 7,687 | $539.0K | 0.05% | −1,341−14.9% | Reduced |
| StrategIQ Financial Group, LLC | 7,689 | $539.2K | 0.06% | −8,987−53.9% | Reduced |
| Coastline Trust Co | 7,734 | $542.3K | 0.07% | −4,866−38.6% | Reduced |