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 |
|---|---|---|---|---|---|
| Jackson Thornton Asset Management, LLC | 10,646 | $746.5K | 0.14% | −17−0.2% | Reduced |
| 1620 Investment Advisors, Inc. | 10,630 | $745.4K | 0.82% | −7,227−40.5% | Reduced |
| Chesley Taft & Associates LLC | 10,629 | $745.3K | 0.04% | −173−1.6% | Reduced |
| LVW Advisors, LLC | 10,594 | $742.9K | 0.14% | +4,264+67.4% | Added |
| Insight Inv LLC | 10,530 | $738.4K | 0.72% | +150+1.4% | Added |
| Americana Partners, LLC | 10,654 | $736.9K | 0.07% | −3,155−22.8% | Reduced |
| Eqis Capital Management, Inc. | 10,507 | $736.7K | 0.06% | +2,368+29.1% | Added |
| Centre Asset Management, LLC | 10,497 | $736.0K | 0.18% | −159−1.5% | Reduced |
| Morningstar Investment Management LLC | 10,487 | $735.0K | 0.08% | −93−0.9% | Reduced |
| FCG Investment Co | 10,464 | $733.7K | 0.72% | +10,464 | New |
| MEMBERS Trust Co | 10,347 | $725.9K | 0.02% | −475−4.4% | Reduced |
| Investment Partners Asset Management, Inc. | 10,291 | $721.6K | 0.72% | +10,291 | New |
| HBK Sorce Advisory LLC | 10,276 | $720.6K | 0.03% | −334−3.1% | Reduced |
| BIP Wealth, LLC | 10,258 | $719.3K | 0.06% | +2,185+27.1% | Added |
| HM Payson & Co | 10,181 | $713.9K | 0.01% | −1,227−10.8% | Reduced |
| Quadrant Capital Group LLC | 10,157 | $712.2K | 0.06% | +602+6.3% | Added |
| Marco Investment Management LLC | 10,137 | $710.8K | 0.07% | +262+2.7% | Added |
| North Star Investment Management Corp. | 10,133 | $710.5K | 0.05% | +10+0.1% | Added |
| Verity Asset Management, Inc. | 10,116 | $709.4K | 0.45% | +199+2.0% | Added |
| Boston Financial Mangement LLC | 10,097 | $708.0K | 0.02% | +6,438+175.9% | Added |
| Summit Financial Group Inc | 10,034 | $703.6K | 0.27% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 10,033 | $703.5K | 0.10% | −25−0.2% | Reduced |
| Arrow Financial Corp | 10,011 | $702.0K | 0.07% | −53−0.5% | Reduced |
| DCM Advisors, LLC | 10,000 | $701.2K | 0.25% | +10,000 | New |
| ProVise Management Group, LLC | 9,983 | $700.0K | 0.06% | −636−6.0% | Reduced |
| Excalibur Management Corp | 9,935 | $696.6K | 0.33% | −85−0.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,928 | $696.2K | 0.09% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 9,919 | $695.5K | 0.30% | −923−8.5% | Reduced |
| Park National Corp | 9,899 | $694.1K | 0.03% | −300−2.9% | Reduced |
| Linscomb & Williams, Inc. | 9,894 | $693.8K | 0.04% | +439+4.6% | Added |
| Ancora Advisors, LLC | 9,893 | $693.7K | 0.02% | +75+0.8% | Added |
| Trueblood Wealth Management, LLC | 9,887 | $693.3K | 0.43% | +9,887 | New |
| Summit Global Investments | 9,879 | $693.0K | 0.05% | −2,652−21.2% | Reduced |
| Monetary Management Group Inc | 9,876 | $692.5K | 0.22% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 10,249 | $691.9K | 0.18% | +40.0% | Added |
| Skopos Labs, Inc. | 9,867 | $691.9K | 0.33% | +9,867 | New |
| Pine Valley Investments Ltd Liability Co | 9,826 | $689.0K | 0.06% | +5+0.1% | Added |
| Gratus Capital LLC | 9,792 | $686.6K | 0.04% | +3,355+52.1% | Added |
| Advisor Resource Council | 9,780 | $685.7K | 0.08% | +9,780 | New |
| Beaumont Financial Advisors, LLC | 9,764 | $684.6K | 0.06% | −9−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 9,741 | $683.0K | 0.06% | −212−2.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,714 | $682.4K | 0.17% | +232+2.4% | Added |
| Mendel Money Management | 9,683 | $679.0K | 0.33% | +70+0.7% | Added |
| Vinva Investment Management Ltd | 9,677 | $678.9K | 0.05% | +2,520+35.2% | Added |
| JT Stratford LLC | 9,680 | $678.7K | 0.16% | −387−3.8% | Reduced |
| WSFS Capital Management, LLC | 9,679 | $678.7K | 0.04% | +3,864+66.4% | Added |
| FourThought Financial Partners, LLC | 9,649 | $676.6K | 0.08% | −1,106−10.3% | Reduced |
| Fidelis Capital Partners, LLC | 9,616 | $674.3K | 0.15% | +122+1.3% | Added |
| First National Corp | 9,611 | $673.9K | 0.17% | −240−2.4% | Reduced |
| Acorn Wealth Advisors, LLC | 9,597 | $673.0K | 0.40% | +76+0.8% | Added |
| Essex Savings Bank | 9,588 | $672.2K | 0.20% | +167+1.8% | Added |
| Bradley Foster & Sargent Inc | 9,585 | $672.1K | 0.01% | +447+4.9% | Added |
| Virtue Capital Management, LLC | 9,365 | $666.4K | 0.14% | −1,971−17.4% | Reduced |
| Intrua Financial, LLC | 9,498 | $666.0K | 0.10% | −789−7.7% | Reduced |
| Wagner Wealth Management, LLC | 9,493 | $665.6K | 0.22% | +570+6.4% | Added |
| Successful Portfolios LLC | 9,492 | $665.6K | 0.50% | +610+6.9% | Added |
| Benin Management CORP | 9,462 | $663.5K | 0.23% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 9,433 | $661.4K | 0.14% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,378 | $657.6K | 0.05% | +6,597+237.2% | Added |
| St. Johns Investment Management Company, LLC | 9,370 | $657.0K | 0.34% | −247−2.6% | Reduced |
| Valley Brook Capital Group | 9,320 | $653.5K | 0.57% | −1,023−9.9% | Reduced |
| Garner Asset Management Corp | 9,801 | $653.2K | 0.33% | +212+2.2% | Added |
| Sterling Investment Counsel, LLC | 9,300 | $652.1K | 0.33% | +9,300 | New |
| Madden Securities Corp | 9,296 | $651.8K | 0.35% | −100−1.1% | Reduced |
| Balboa Wealth Partners | 9,231 | $647.3K | 0.22% | −104−1.1% | Reduced |
| Ritholtz Wealth Management | 9,231 | $647.3K | 0.03% | +1,246+15.6% | Added |
| Flputnam Investment Management Co | 9,218 | $646.4K | 0.02% | −1,448−13.6% | Reduced |
| First Hawaiian Bank | 9,211 | $645.9K | 0.02% | −284−3.0% | Reduced |
| KPP Advisory Services LLC | 9,208 | $645.7K | 0.57% | −407−4.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,177 | $643.5K | 0.23% | −156−1.7% | Reduced |
| Clarius Group, LLC | 9,093 | $637.6K | 0.05% | −413−4.3% | Reduced |
| Ameritas Advisory Services, LLC | 9,230 | $637.2K | 0.04% | +842+10.0% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $634.9K | 0.26% | 00.0% | Unchanged |
| Eagle Strategies LLC | 9,023 | $632.7K | 0.14% | −93−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 9,023 | $632.7K | 0.04% | +484+5.7% | Added |
| Parallel Advisors, LLC | 8,993 | $630.6K | 0.02% | −465−4.9% | Reduced |
| Roberts Glore & Co Inc | 8,990 | $630.4K | 0.20% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,972 | $629.1K | 0.14% | −3,039−25.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,951 | $627.6K | 0.28% | −68−0.8% | Reduced |
| Home Federal Bank of Tennessee | 8,940 | $626.9K | 0.21% | +216+2.5% | Added |
| UniSuper Management Pty Ltd | 8,929 | $626.1K | 0.01% | +929+11.6% | Added |
| Exchange Traded Concepts, LLC | 8,910 | $624.8K | 0.02% | −14−0.2% | Reduced |
| Modera Wealth Management, LLC | 8,895 | $623.7K | 0.01% | −874−8.9% | Reduced |
| First Dallas Securities Inc. | 8,870 | $622.0K | 0.32% | +8,870 | New |
| Tucker Asset Management LLC | 8,864 | $621.5K | 0.16% | −370−4.0% | Reduced |
| Sunbelt Securities, Inc. | 8,839 | $619.8K | 0.08% | −150−1.7% | Reduced |
| Atlas Brown,Inc. | 8,820 | $618.4K | 0.26% | +251+2.9% | Added |
| Baldwin Investment Management, LLC | 8,800 | $617.1K | 0.10% | +1,325+17.7% | Added |
| Edge Capital Group, LLC | 8,783 | $615.9K | 0.03% | −3,461−28.3% | Reduced |
| Juncture Wealth Strategies, LLC | 8,775 | $615.3K | 0.28% | −300−3.3% | Reduced |
| Marietta Wealth Management, LLC | 8,763 | $614.5K | 0.11% | +1,946+28.5% | Added |
| Shulman DeMeo Asset Management LLC | 8,760 | $614.3K | 0.17% | +2,503+40.0% | Added |
| Smartleaf Asset Management LLC | 9,123 | $612.1K | 0.16% | +9,123 | New |
| Belpointe Asset Management LLC | 8,713 | $611.0K | 0.05% | +1,662+23.6% | Added |
| Cypress Capital Group | 8,703 | $610.3K | 0.08% | −384−4.2% | Reduced |
| West Family Investments, Inc. | 8,702 | $610.2K | 0.21% | −346−3.8% | Reduced |
| Bahl & Gaynor Inc | 8,701 | $610.1K | 0.00% | −3,268−27.3% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $609.9K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,924 | $608.6K | 0.03% | +167+1.9% | Added |
| Wealth Dimensions Group, Ltd. | 8,671 | $608.0K | 0.19% | +14+0.2% | Added |