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 |
|---|---|---|---|---|---|
| Midland Wealth Advisors LLC | 8,670 | $607.9K | 0.04% | +8,670 | New |
| Intech Investment Management LLC | 8,670 | $607.9K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 8,644 | $606.1K | 0.04% | −4,869−36.0% | Reduced |
| Rodgers Brothers Inc. | 8,643 | $606.0K | 0.10% | −300−3.4% | Reduced |
| Resolution Capital Ltd | 8,614 | $604.0K | 0.01% | −1,580−15.5% | Reduced |
| Adviser Investments LLC | 8,607 | $603.5K | 0.01% | −10,834−55.7% | Reduced |
| Kennedy Investment Group | 8,572 | $601.1K | 0.34% | +110+1.3% | Added |
| William Allan, LLC | 8,543 | $599.0K | 0.43% | −38−0.4% | Reduced |
| Mechanics Financial Corp | 8,509 | $596.7K | 0.34% | −50−0.6% | Reduced |
| Perpetual Ltd | 8,484 | $594.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8,435 | $591.5K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 8,384 | $587.9K | 0.11% | +8,384 | New |
| Gables Capital Management Inc. | 8,371 | $587.0K | 0.36% | −25−0.3% | Reduced |
| First Command Advisory Services, Inc. | 8,345 | $585.2K | 0.01% | −25−0.3% | Reduced |
| SageView Advisory Group, LLC | 8,441 | $584.6K | 0.03% | +8,441 | New |
| Advisor OS, LLC | 8,239 | $577.7K | 0.08% | +2,078+33.7% | Added |
| Transamerica Financial Advisors, Inc. | 8,218 | $577.0K | 0.08% | −2,768−25.2% | Reduced |
| BluePath Capital Management, LLC | 8,001 | $574.7K | 0.51% | −1,774−18.1% | Reduced |
| Franklin Street Advisors Inc | 8,169 | $573.0K | 0.05% | +5+0.1% | Added |
| Summit Trail Advisors, LLC | 8,162 | $572.3K | 0.02% | −396−4.6% | Reduced |
| Beacon Financial Group | 8,126 | $569.8K | 0.07% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,123 | $569.6K | 0.05% | +1,432+21.4% | Added |
| Atomi Financial Group, Inc. | 8,085 | $566.9K | 0.08% | +3,942+95.1% | Added |
| Richwood Investment Advisors, LLC | 8,053 | $564.7K | 0.53% | +185+2.4% | Added |
| Clearstead Advisors, LLC | 8,010 | $561.6K | 0.03% | −45−0.6% | Reduced |
| Buck Wealth Strategies, LLC | 8,000 | $560.9K | 0.21% | −282−3.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,975 | $559.2K | 0.04% | +544+7.3% | Added |
| Bath Savings Trust Co | 7,938 | $556.6K | 0.06% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 7,895 | $553.6K | 0.36% | −296−3.6% | Reduced |
| Kowal Investment Group, LLC | 7,887 | $553.0K | 0.13% | +490+6.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,875 | $552.2K | 0.09% | −164−2.0% | Reduced |
| Element Wealth, LLC | 7,852 | $550.6K | 0.34% | +18+0.2% | Added |
| SCP Investment, LP | 7,800 | $548.2K | 0.44% | +7,800 | New |
| W Advisors, LLC | 7,814 | $548.0K | 0.41% | +287+3.8% | Added |
| McLean Asset Management Corp | 7,623 | $545.9K | 0.20% | −20.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,758 | $544.0K | 0.39% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 7,756 | $543.9K | 0.00% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 7,749 | $543.3K | 0.34% | −421−5.2% | Reduced |
| Coastline Trust Co | 7,734 | $542.3K | 0.07% | −4,866−38.6% | Reduced |
| StrategIQ Financial Group, LLC | 7,689 | $539.2K | 0.06% | −8,987−53.9% | Reduced |
| AdvisorNet Financial, Inc | 7,687 | $539.0K | 0.05% | −1,341−14.9% | Reduced |
| ICA Group Wealth Management, LLC | 7,671 | $537.9K | 0.12% | +1,254+19.5% | Added |
| Novak & Powell Financial Services, Inc. | 7,636 | $535.5K | 0.36% | +7,636 | New |
| Mainsail Asset Management, LLC | 7,632 | $535.1K | 0.50% | +7,632 | New |
| Chicago Capital, LLC | 7,608 | $533.5K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,574 | $531.1K | 0.25% | +7,574 | New |
| Wrapmanager Inc | 7,558 | $530.0K | 0.16% | −108−1.4% | Reduced |
| Baldwin Brothers Inc | 7,529 | $527.9K | 0.04% | −175−2.3% | Reduced |
| Firestone Capital Management | 7,524 | $527.6K | 0.16% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 7,512 | $526.7K | 0.00% | +65+0.9% | Added |
| Skyline Advisors, Inc. | 7,507 | $526.4K | 0.25% | +7,507 | New |
| World Equity Group, Inc. | 7,506 | $526.3K | 0.11% | −336−4.3% | Reduced |
| Welch & Forbes LLC | 7,487 | $525.0K | 0.01% | −670−8.2% | Reduced |
| TownSquare Capital, LLC | 7,483 | $524.7K | 0.01% | +2,146+40.2% | Added |
| Optimum Investment Advisors | 7,456 | $522.8K | 0.26% | −500−6.3% | Reduced |
| Leo Wealth, LLC | 7,484 | $522.8K | 0.05% | +7,484 | New |
| Summitry LLC | 7,450 | $522.4K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 7,428 | $521.0K | 0.04% | +235+3.3% | Added |
| Clear Creek Financial Management, LLC | 7,426 | $520.7K | 0.08% | +518+7.5% | Added |
| Thrive Wealth Management, LLC | 7,420 | $520.3K | 0.12% | −941−11.3% | Reduced |
| Northstar Advisory Group, LLC | 7,407 | $519.4K | 0.31% | +5+0.1% | Added |
| Peninsula Asset Management Inc | 7,390 | $518.2K | 0.30% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,365 | $516.4K | 0.03% | +7,365 | New |
| Wulff, Hansen & Co. | 7,363 | $516.3K | 0.57% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7,357 | $515.9K | 0.09% | −733−9.1% | Reduced |
| Archer Investment Corp | 7,350 | $515.4K | 0.17% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 7,347 | $515.2K | 0.29% | −137−1.8% | Reduced |
| Conning Inc. | 7,331 | $514.0K | 0.02% | +55+0.8% | Added |
| Nations Financial Group Inc, | 7,318 | $513.2K | 0.05% | −46−0.6% | Reduced |
| Delta Financial Group, Inc. | 7,319 | $513.0K | 0.16% | +17+0.2% | Added |
| Sar Wealth Management Group, LLC | 7,313 | $512.8K | 0.52% | +7,313 | New |
| Stiles Financial Services Inc | 7,207 | $505.4K | 0.23% | +1,411+24.3% | Added |
| Cambridge Trust Co | 7,187 | $504.0K | 0.02% | −151−2.1% | Reduced |
| Sonora Investment Management Group, LLC | 7,177 | $503.2K | 0.04% | +801+12.6% | Added |
| Haverford Trust Co | 7,176 | $503.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,160 | $502.1K | 0.09% | −544−7.1% | Reduced |
| Van Hulzen Asset Management, LLC | 7,160 | $502.0K | 0.04% | +100+1.4% | Added |
| David J Yvars Group | 7,147 | $501.2K | 0.40% | +4+0.1% | Added |
| PFG Investments, LLC | 7,137 | $500.5K | 0.09% | +10.0% | Added |
| Mogy Joel R Investment Counsel Inc | 7,131 | $500.0K | 0.04% | −1,202−14.4% | Reduced |
| Slagle Financial, LLC | 14,250 | $499.8K | 0.29% | +6,682+88.3% | Added |
| TBH Global Asset Management, LLC | 7,128 | $499.8K | 0.10% | +348+5.1% | Added |
| Sentry LLC | 7,112 | $498.7K | 0.11% | +12+0.2% | Added |
| Gradient Investments LLC | 7,096 | $497.6K | 0.01% | −2,486−25.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,081 | $496.5K | 0.06% | +7,081 | New |
| City State Bank | 7,076 | $496.0K | 0.25% | −45−0.6% | Reduced |
| Capital Asset Advisory Services LLC | 7,072 | $495.9K | 0.03% | −1,104−13.5% | Reduced |
| Xcel Wealth Management, LLC | 7,068 | $495.6K | 0.17% | +85+1.2% | Added |
| Yeomans Consulting Group, Inc. | 7,057 | $494.8K | 0.25% | +7,057 | New |
| NFP Retirement, Inc. | 7,040 | $493.6K | 0.08% | +31+0.4% | Added |
| Beacon Investment Advisors LLC | 7,033 | $493.1K | 0.31% | +30.0% | Added |
| Autumn Glory Partners, LLC | 6,995 | $491.9K | 0.28% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 7,010 | $491.5K | 0.35% | −25−0.4% | Reduced |
| Cidel Asset Management Inc | 7,006 | $491.3K | 0.02% | +7,006 | New |
| Allegheny Financial Group LTD | 6,981 | $489.5K | 0.16% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,936 | $486.4K | 0.03% | −550−7.3% | Reduced |
| KG&L Capital Management,LLC | 6,938 | $485.9K | 0.20% | +977+16.4% | Added |
| Stokes Capital Advisors, LLC | 6,919 | $485.2K | 0.15% | +70+1.0% | Added |
| Second Line Capital, LLC | 6,919 | $485.2K | 0.19% | +6,919 | New |
| Qtron Investments LLC | 6,917 | $485.0K | 0.08% | −6,395−48.0% | Reduced |