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 |
|---|---|---|---|---|---|
| Moseley Investment Management Inc | 6,893 | $483.4K | 0.27% | −389−5.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $483.1K | 0.10% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 6,890 | $483.0K | 0.10% | −392−5.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,884 | $482.7K | 0.13% | 00.0% | Unchanged |
| DFPG Investments, LLC | 6,672 | $482.0K | 0.04% | −318−4.5% | Reduced |
| Moloney Securities Asset Management, LLC | 6,854 | $480.6K | 0.08% | −438−6.0% | Reduced |
| Caldwell Trust Co | 6,851 | $480.4K | 0.06% | −102−1.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 6,840 | $480.0K | 0.11% | 00.0% | Unchanged |
| PSI Advisors, LLC | 6,822 | $478.3K | 0.18% | +121+1.8% | Added |
| Constitution Capital LLC | 6,808 | $477.4K | 0.29% | +300+4.6% | Added |
| Client 1st Advisory Group, LLC | 6,803 | $477.1K | 0.23% | +820+13.7% | Added |
| Cozad Asset Management Inc | 6,785 | $475.8K | 0.05% | −87−1.3% | Reduced |
| Union Savings Bank | 6,761 | $474.0K | 0.27% | +102+1.5% | Added |
| Builder Investment Group Inc | 6,729 | $471.8K | 0.17% | −100−1.5% | Reduced |
| Congress Asset Management Co | 6,711 | $470.6K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6,708 | $470.4K | 0.12% | −3,526−34.5% | Reduced |
| Islay Capital Management, LLC | 6,666 | $467.4K | 0.37% | −12,588−65.4% | Reduced |
| Field & Main Bank | 6,655 | $466.6K | 0.20% | +805+13.8% | Added |
| Sound Income Strategies, LLC | 6,635 | $465.2K | 0.04% | −94−1.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,612 | $463.6K | 0.03% | −280−4.1% | Reduced |
| Probity Advisors, Inc. | 6,600 | $462.8K | 0.10% | −200−2.9% | Reduced |
| Exencial Wealth Advisors, LLC | 6,597 | $462.6K | 0.02% | −246−3.6% | Reduced |
| Brady Family Wealth, LLC | 6,580 | $461.4K | 0.16% | 00.0% | Unchanged |
| Graypoint LLC | 6,575 | $461.0K | 0.04% | +237+3.7% | Added |
| Trust Co of Virginia | 6,553 | $459.5K | 0.05% | +886+15.6% | Added |
| Girard Partners Ltd. | 6,552 | $459.4K | 0.05% | +778+13.5% | Added |
| Prosperity Consulting Group, LLC | 6,538 | $458.5K | 0.15% | +2,976+83.5% | Added |
| Marble Harbor Investment Counsel, LLC | 6,537 | $458.4K | 0.06% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 6,501 | $457.2K | 0.34% | −230−3.4% | Reduced |
| PFW Advisors LLC | 6,507 | $456.3K | 0.15% | +423+7.0% | 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 |
| McGlone Suttner Wealth Management, Inc. | 6,495 | $455.4K | 0.09% | +412+6.8% | Added |
| OneAscent Financial Services LLC | 6,495 | $455.0K | 0.06% | +6,495 | New |
| Tritonpoint Wealth, LLC | 6,474 | $454.0K | 0.04% | +6,474 | New |
| Abel Hall, LLC | 6,458 | $452.9K | 0.39% | +6,458 | New |
| Charter Trust Co | 6,452 | $452.4K | 0.03% | −200−3.0% | Reduced |
| Berger Financial Group, Inc | 6,450 | $452.3K | 0.05% | 00.0% | Unchanged |
| Bush Investment Group, LLC | 6,698 | $451.4K | 0.42% | +6,698 | New |
| Colonial River Wealth Management, LLC | 6,426 | $450.6K | 0.27% | −1,602−20.0% | Reduced |
| Buckingham Strategic Partners | 6,421 | $450.3K | 0.02% | −2,521−28.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,400 | $448.8K | 0.10% | +50+0.8% | Added |
| STAR Financial Bank | 6,385 | $447.7K | 0.41% | +611+10.6% | Added |
| Cohen Investment Advisors LLC | 6,382 | $447.5K | 0.33% | −586−8.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,376 | $447.1K | 0.08% | −151−2.3% | Reduced |
| CX Institutional | 6,370 | $446.7K | 0.02% | −727−10.2% | Reduced |
| IVC Wealth Advisors LLC | 6,343 | $444.8K | 0.28% | −320−4.8% | Reduced |
| LCNB Corp | 6,321 | $443.2K | 0.17% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 6,306 | $442.2K | 0.11% | −378−5.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,296 | $441.5K | 0.04% | +508+8.8% | Added |
| Hexagon Capital Partners LLC | 6,296 | $441.5K | 0.11% | −465−6.9% | Reduced |
| Mission Wealth Management, LP | 6,281 | $440.4K | 0.01% | +89+1.4% | Added |
| Novare Capital Management LLC | 6,278 | $440.2K | 0.04% | +30+0.5% | Added |
| Westwood Holdings Group Inc. | 6,272 | $440.0K | 0.00% | −46−0.7% | Reduced |
| Armstrong Advisory Group, Inc | 6,270 | $439.7K | 0.04% | −116−1.8% | Reduced |
| Syon Capital LLC | 6,238 | $437.4K | 0.04% | +6,238 | New |
| Northwest Bancshares, Inc. | 6,230 | $436.8K | 0.08% | −1,599−20.4% | Reduced |
| Tradition Wealth Management, LLC | 6,210 | $435.0K | 0.05% | −123−1.9% | Reduced |
| Valued Retirements, Inc. | 6,192 | $434.2K | 0.75% | +6,192 | New |
| SFMG, LLC | 6,172 | $432.8K | 0.04% | −117−1.9% | Reduced |
| Harmony Asset Management LLC | 6,164 | $432.2K | 0.18% | +6,164 | New |
| Fee-Only Financial Planning, L.C. | 6,150 | $431.2K | 0.31% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,145 | $430.9K | 0.01% | −1,445−19.0% | Reduced |
| Mosley Wealth Management | 6,136 | $430.3K | 0.42% | +6,136 | New |
| Verus Financial Partners, Inc. | 6,208 | $429.1K | 0.05% | +178+3.0% | Added |
| Heritage Wealth Advisors | 6,104 | $428.0K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,094 | $427.4K | 0.01% | +2,895+90.5% | Added |
| Benjamin Edwards Inc | 6,083 | $427.0K | 0.09% | −181−2.9% | Reduced |
| Formidable Asset Management, LLC | 6,075 | $426.0K | 0.09% | 00.0% | Unchanged |
| Abound Wealth Management | 6,062 | $425.1K | 0.17% | −20.0% | Reduced |
| Davy Global Fund Management Ltd | 6,054 | $424.5K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,051 | $424.3K | 0.03% | +30.0% | Added |
| Point72 Europe (London) LLP | 6,048 | $424.1K | 0.05% | +6,048 | New |
| Cranbrook Wealth Management, LLC | 6,036 | $423.2K | 0.11% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 6,035 | $423.2K | 0.37% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 6,019 | $422.1K | 0.52% | +6,019 | New |
| BOS Asset Management, LLC | 6,012 | $421.5K | 0.29% | −149−2.4% | Reduced |
| Schulhoff & Co Inc | 6,000 | $420.7K | 0.20% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 5,967 | $420.6K | 0.07% | −652−9.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,988 | $419.9K | 0.24% | −377−5.9% | Reduced |
| American Financial Advisors, LLC | 5,971 | $418.7K | 0.06% | +375+6.7% | Added |
| Roundview Capital LLC | 5,954 | $417.5K | 0.04% | +5,954 | New |
| Diligent Investors, LLC | 5,936 | $416.2K | 0.11% | −196−3.2% | Reduced |
| Kingfisher Capital LLC | 5,918 | $415.0K | 0.11% | +26+0.4% | Added |
| Doliver Advisors, LP | 5,918 | $415.0K | 0.13% | −150−2.5% | Reduced |
| GAMMA Investing LLC | 5,942 | $413.1K | 0.11% | +5,942 | New |
| Kapstone Financial Advisors LLC | 5,952 | $412.1K | 0.32% | +66+1.1% | Added |
| Symmetry Partners, LLC | 5,824 | $409.0K | 0.02% | −1,032−15.1% | Reduced |
| Prosperity Financial Group, Inc. | 5,829 | $408.7K | 0.28% | −240−4.0% | Reduced |
| S.E.E.D. Planning Group LLC | 5,826 | $408.5K | 0.16% | +2,047+54.2% | Added |
| GeoWealth Management, LLC | 5,816 | $408.0K | 0.03% | −12,370−68.0% | Reduced |
| Montecito Bank & Trust | 5,787 | $405.8K | 0.09% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 5,758 | $403.8K | 0.02% | +5,758 | New |
| Cornerstone Wealth Management, LLC | 5,743 | $402.7K | 0.03% | −340−5.6% | Reduced |
| 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 |
| Oppenheimer Asset Management Inc. | 5,725 | $401.4K | 0.01% | +324+6.0% | Added |
| Red Wave Investments LLC | 5,723 | $401.3K | 0.16% | −55−1.0% | Reduced |
| Patten Group, Inc. | 5,716 | $400.8K | 0.11% | −5−0.1% | Reduced |
| Balentine LLC | 5,715 | $400.7K | 0.01% | −807−12.4% | Reduced |