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 |
|---|---|---|---|---|---|
| Woodward Diversified Capital, LLC | 7,749 | $543.3K | 0.34% | −421−5.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,756 | $543.9K | 0.00% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,758 | $544.0K | 0.39% | 00.0% | Unchanged |
| McLean Asset Management Corp | 7,623 | $545.9K | 0.20% | −20.0% | Reduced |
| W Advisors, LLC | 7,814 | $548.0K | 0.41% | +287+3.8% | Added |
| SCP Investment, LP | 7,800 | $548.2K | 0.44% | +7,800 | New |
| Element Wealth, LLC | 7,852 | $550.6K | 0.34% | +18+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,875 | $552.2K | 0.09% | −164−2.0% | Reduced |
| Kowal Investment Group, LLC | 7,887 | $553.0K | 0.13% | +490+6.6% | Added |
| Prairie Sky Financial Group LLC | 7,895 | $553.6K | 0.36% | −296−3.6% | Reduced |
| Bath Savings Trust Co | 7,938 | $556.6K | 0.06% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,975 | $559.2K | 0.04% | +544+7.3% | Added |
| Buck Wealth Strategies, LLC | 8,000 | $560.9K | 0.21% | −282−3.4% | Reduced |
| Clearstead Advisors, LLC | 8,010 | $561.6K | 0.03% | −45−0.6% | Reduced |
| Richwood Investment Advisors, LLC | 8,053 | $564.7K | 0.53% | +185+2.4% | Added |
| Atomi Financial Group, Inc. | 8,085 | $566.9K | 0.08% | +3,942+95.1% | Added |
| Rehmann Capital Advisory Group | 8,123 | $569.6K | 0.05% | +1,432+21.4% | Added |
| Beacon Financial Group | 8,126 | $569.8K | 0.07% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,162 | $572.3K | 0.02% | −396−4.6% | Reduced |
| Franklin Street Advisors Inc | 8,169 | $573.0K | 0.05% | +5+0.1% | Added |
| BluePath Capital Management, LLC | 8,001 | $574.7K | 0.51% | −1,774−18.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,218 | $577.0K | 0.08% | −2,768−25.2% | Reduced |
| Advisor OS, LLC | 8,239 | $577.7K | 0.08% | +2,078+33.7% | Added |
| SageView Advisory Group, LLC | 8,441 | $584.6K | 0.03% | +8,441 | New |
| First Command Advisory Services, Inc. | 8,345 | $585.2K | 0.01% | −25−0.3% | Reduced |
| Gables Capital Management Inc. | 8,371 | $587.0K | 0.36% | −25−0.3% | Reduced |
| MONECO Advisors, LLC | 8,384 | $587.9K | 0.11% | +8,384 | New |
| Atlantic Union Bankshares Corp | 8,435 | $591.5K | 0.05% | 00.0% | Unchanged |
| Perpetual Ltd | 8,484 | $594.9K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 8,509 | $596.7K | 0.34% | −50−0.6% | Reduced |
| William Allan, LLC | 8,543 | $599.0K | 0.43% | −38−0.4% | Reduced |
| Kennedy Investment Group | 8,572 | $601.1K | 0.34% | +110+1.3% | Added |
| Adviser Investments LLC | 8,607 | $603.5K | 0.01% | −10,834−55.7% | Reduced |
| Resolution Capital Ltd | 8,614 | $604.0K | 0.01% | −1,580−15.5% | Reduced |
| Rodgers Brothers Inc. | 8,643 | $606.0K | 0.10% | −300−3.4% | Reduced |
| Steel Peak Wealth Management LLC | 8,644 | $606.1K | 0.04% | −4,869−36.0% | Reduced |
| Intech Investment Management LLC | 8,670 | $607.9K | 0.01% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 8,670 | $607.9K | 0.04% | +8,670 | New |
| Wealth Dimensions Group, Ltd. | 8,671 | $608.0K | 0.19% | +14+0.2% | Added |
| Chicago Partners Investment Group LLC | 8,924 | $608.6K | 0.03% | +167+1.9% | Added |
| Howard Capital Management Group, LLC | 8,698 | $609.9K | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 8,701 | $610.1K | 0.00% | −3,268−27.3% | Reduced |
| West Family Investments, Inc. | 8,702 | $610.2K | 0.21% | −346−3.8% | Reduced |
| Cypress Capital Group | 8,703 | $610.3K | 0.08% | −384−4.2% | Reduced |
| Belpointe Asset Management LLC | 8,713 | $611.0K | 0.05% | +1,662+23.6% | Added |
| Smartleaf Asset Management LLC | 9,123 | $612.1K | 0.16% | +9,123 | New |
| Shulman DeMeo Asset Management LLC | 8,760 | $614.3K | 0.17% | +2,503+40.0% | Added |
| Marietta Wealth Management, LLC | 8,763 | $614.5K | 0.11% | +1,946+28.5% | Added |
| Juncture Wealth Strategies, LLC | 8,775 | $615.3K | 0.28% | −300−3.3% | Reduced |
| Edge Capital Group, LLC | 8,783 | $615.9K | 0.03% | −3,461−28.3% | Reduced |
| Baldwin Investment Management, LLC | 8,800 | $617.1K | 0.10% | +1,325+17.7% | Added |
| Atlas Brown,Inc. | 8,820 | $618.4K | 0.26% | +251+2.9% | Added |
| Sunbelt Securities, Inc. | 8,839 | $619.8K | 0.08% | −150−1.7% | Reduced |
| Tucker Asset Management LLC | 8,864 | $621.5K | 0.16% | −370−4.0% | Reduced |
| First Dallas Securities Inc. | 8,870 | $622.0K | 0.32% | +8,870 | New |
| Modera Wealth Management, LLC | 8,895 | $623.7K | 0.01% | −874−8.9% | Reduced |
| Exchange Traded Concepts, LLC | 8,910 | $624.8K | 0.02% | −14−0.2% | Reduced |
| UniSuper Management Pty Ltd | 8,929 | $626.1K | 0.01% | +929+11.6% | Added |
| Home Federal Bank of Tennessee | 8,940 | $626.9K | 0.21% | +216+2.5% | Added |
| Carmichael Hill & Associates, Inc. | 8,951 | $627.6K | 0.28% | −68−0.8% | Reduced |
| Chicago Trust Co NA | 8,972 | $629.1K | 0.14% | −3,039−25.3% | Reduced |
| Roberts Glore & Co Inc | 8,990 | $630.4K | 0.20% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,993 | $630.6K | 0.02% | −465−4.9% | Reduced |
| Gladstone Institutional Advisory LLC | 9,023 | $632.7K | 0.04% | +484+5.7% | Added |
| Eagle Strategies LLC | 9,023 | $632.7K | 0.14% | −93−1.0% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $634.9K | 0.26% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9,230 | $637.2K | 0.04% | +842+10.0% | Added |
| Clarius Group, LLC | 9,093 | $637.6K | 0.05% | −413−4.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,177 | $643.5K | 0.23% | −156−1.7% | Reduced |
| KPP Advisory Services LLC | 9,208 | $645.7K | 0.57% | −407−4.2% | Reduced |
| First Hawaiian Bank | 9,211 | $645.9K | 0.02% | −284−3.0% | Reduced |
| Flputnam Investment Management Co | 9,218 | $646.4K | 0.02% | −1,448−13.6% | Reduced |
| Ritholtz Wealth Management | 9,231 | $647.3K | 0.03% | +1,246+15.6% | Added |
| Balboa Wealth Partners | 9,231 | $647.3K | 0.22% | −104−1.1% | Reduced |
| Madden Securities Corp | 9,296 | $651.8K | 0.35% | −100−1.1% | Reduced |
| Sterling Investment Counsel, LLC | 9,300 | $652.1K | 0.33% | +9,300 | New |
| Garner Asset Management Corp | 9,801 | $653.2K | 0.33% | +212+2.2% | Added |
| Valley Brook Capital Group | 9,320 | $653.5K | 0.57% | −1,023−9.9% | Reduced |
| St. Johns Investment Management Company, LLC | 9,370 | $657.0K | 0.34% | −247−2.6% | Reduced |
| Farther Finance Advisors, LLC | 9,378 | $657.6K | 0.05% | +6,597+237.2% | Added |
| Affinity Wealth Management LLC | 9,433 | $661.4K | 0.14% | 00.0% | Unchanged |
| Benin Management CORP | 9,462 | $663.5K | 0.23% | 00.0% | Unchanged |
| Successful Portfolios LLC | 9,492 | $665.6K | 0.50% | +610+6.9% | Added |
| Wagner Wealth Management, LLC | 9,493 | $665.6K | 0.22% | +570+6.4% | Added |
| Intrua Financial, LLC | 9,498 | $666.0K | 0.10% | −789−7.7% | Reduced |
| Virtue Capital Management, LLC | 9,365 | $666.4K | 0.14% | −1,971−17.4% | Reduced |
| Bradley Foster & Sargent Inc | 9,585 | $672.1K | 0.01% | +447+4.9% | Added |
| Essex Savings Bank | 9,588 | $672.2K | 0.20% | +167+1.8% | Added |
| Acorn Wealth Advisors, LLC | 9,597 | $673.0K | 0.40% | +76+0.8% | Added |
| First National Corp | 9,611 | $673.9K | 0.17% | −240−2.4% | Reduced |
| Fidelis Capital Partners, LLC | 9,616 | $674.3K | 0.15% | +122+1.3% | Added |
| FourThought Financial Partners, LLC | 9,649 | $676.6K | 0.08% | −1,106−10.3% | Reduced |
| WSFS Capital Management, LLC | 9,679 | $678.7K | 0.04% | +3,864+66.4% | Added |
| JT Stratford LLC | 9,680 | $678.7K | 0.16% | −387−3.8% | Reduced |
| Vinva Investment Management Ltd | 9,677 | $678.9K | 0.05% | +2,520+35.2% | Added |
| Mendel Money Management | 9,683 | $679.0K | 0.33% | +70+0.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,714 | $682.4K | 0.17% | +232+2.4% | Added |
| Thoroughbred Financial Services, LLC | 9,741 | $683.0K | 0.06% | −212−2.1% | Reduced |
| Beaumont Financial Advisors, LLC | 9,764 | $684.6K | 0.06% | −9−0.1% | Reduced |
| Advisor Resource Council | 9,780 | $685.7K | 0.08% | +9,780 | New |