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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 5,709 | $400.3K | 0.02% | −983−14.7% | Reduced |
| Sentry Investment Management LLC | 5,711 | $400.0K | 0.17% | −614−9.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 5,700 | $399.7K | 0.03% | +5,700 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,683 | $398.5K | 0.08% | +94+1.7% | Added |
| Keystone Financial Group | 5,677 | $398.1K | 0.07% | −626−9.9% | Reduced |
| Insigneo Advisory Services, LLC | 5,674 | $397.9K | 0.06% | +791+16.2% | Added |
| Summit Asset Management, LLC | 5,668 | $397.4K | 0.10% | +17+0.3% | Added |
| Appleton Partners Inc | 5,656 | $397.0K | 0.03% | −54−0.9% | Reduced |
| Independent Financial Group, LLC | 5,642 | $395.6K | 0.02% | +35+0.6% | Added |
| Colonial Trust Advisors | 5,630 | $394.8K | 0.04% | −1,843−24.7% | Reduced |
| O'Rourke & Company, Inc | 5,625 | $394.0K | 0.25% | +3+0.1% | Added |
| St Germain D J Co Inc | 5,601 | $392.7K | 0.02% | +383+7.3% | Added |
| Glass Jacobson Investment Advisors llc | 5,584 | $391.6K | 0.16% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,547 | $389.0K | 0.01% | −2,507−31.1% | Reduced |
| Evergreen Capital Management LLC | 5,539 | $388.4K | 0.02% | −2,472−30.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,526 | $387.5K | 0.21% | −542−8.9% | Reduced |
| Gotham Asset Management, LLC | 5,516 | $386.8K | 0.01% | −107−1.9% | Reduced |
| Beta Wealth Group, Inc. | 5,510 | $386.4K | 0.20% | −295−5.1% | Reduced |
| Keystone Financial Planning, Inc. | 5,508 | $386.2K | 0.13% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,498 | $385.5K | 0.14% | +41+0.8% | Added |
| Cape Cod Five Cents Savings Bank | 5,494 | $385.2K | 0.04% | −5,494−50.0% | Reduced |
| Donald L. Hagan, LLC | 5,484 | $384.5K | 0.21% | +10.0% | Added |
| Sollinda Capital Management LLC | 5,418 | $379.9K | 0.11% | +5,418 | New |
| JB Capital LLC | 5,415 | $379.7K | 0.03% | +462+9.3% | Added |
| Davis Investment Partners, LLC | 5,283 | $378.8K | 0.18% | +169+3.3% | Added |
| Bienville Capital Management, LLC | 5,400 | $378.6K | 0.12% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 5,399 | $378.6K | 0.09% | +1,133+26.6% | Added |
| BEAM Asset Management, LLC | 5,397 | $378.4K | 0.24% | +51+1.0% | Added |
| Capstone Investment Advisors, LLC | 5,353 | $375.4K | 0.01% | −18,256−77.3% | Reduced |
| RB Capital Management, LLC | 5,335 | $374.1K | 0.11% | −305−5.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,335 | $374.0K | 0.32% | +190+3.7% | Added |
| United Capital Management of KS, Inc. | 5,321 | $373.1K | 0.11% | −617−10.4% | Reduced |
| AlphaCore Capital LLC | 5,318 | $372.9K | 0.05% | −1,042−16.4% | Reduced |
| TCG Advisory Services, LLC | 5,314 | $372.6K | 0.03% | +763+16.8% | Added |
| FineMark National Bank & Trust | 5,297 | $371.4K | 0.02% | +187+3.7% | Added |
| Abn Amro Investment Solutions | 5,293 | $371.1K | 0.01% | −404−7.1% | Reduced |
| Salomon & Ludwin, LLC | 5,702 | $369.0K | 0.04% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,259 | $368.8K | 0.09% | −32−0.6% | Reduced |
| Correct Capital Wealth Management | 5,250 | $368.1K | 0.09% | +5,250 | New |
| Atom Investors LP | 5,239 | $367.4K | 0.06% | −370−6.6% | Reduced |
| First National Bank & Trust Co of Newtown | 5,235 | $367.0K | 0.08% | −185−3.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,208 | $365.2K | 0.01% | −1,839−26.1% | Reduced |
| Angeles Investment Advisors, LLC | 5,202 | $364.8K | 0.02% | +612+13.3% | Added |
| Eastover Investment Advisors LLC | 5,185 | $363.6K | 0.19% | 00.0% | Unchanged |
| Camden Capital, LLC | 5,181 | $363.3K | 0.04% | +5,181 | New |
| Breakwater Capital Group | 5,276 | $363.1K | 0.10% | +905+20.7% | Added |
| Chaney Capital Management, Inc. | 5,166 | $362.2K | 0.32% | +5,166 | New |
| Cladis Investment Advisory, LLC | 5,160 | $361.8K | 0.28% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 5,150 | $361.1K | 0.22% | +1,284+33.2% | Added |
| Lindbrook Capital, LLC | 5,141 | $360.5K | 0.04% | +1,801+53.9% | Added |
| Childress Capital Advisors, LLC | 5,141 | $360.5K | 0.11% | +32+0.6% | Added |
| WealthTrust Axiom LLC | 5,137 | $360.3K | 0.12% | +100+2.0% | Added |
| Requisite Capital Management, LLC | 5,128 | $359.6K | 0.09% | +5,128 | New |
| Cim Investment Mangement Inc | 5,114 | $358.6K | 0.12% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,108 | $358.2K | 0.04% | +646+14.5% | Added |
| Greylin Investment Mangement Inc | 5,085 | $356.6K | 0.06% | −390−7.1% | Reduced |
| Waldron Private Wealth LLC | 5,076 | $355.9K | 0.02% | −388−7.1% | Reduced |
| TruWealth Advisors, LLC | 5,075 | $355.9K | 0.03% | −131−2.5% | Reduced |
| Cornerstone Advisory, LLC | 5,075 | $355.8K | 0.06% | +510+11.2% | Added |
| Sigma Investment Counselors Inc | 5,066 | $355.2K | 0.03% | +11+0.2% | Added |
| MQS Management LLC | 5,057 | $354.6K | 0.20% | +5,057 | New |
| RIA Advisory Group LLC | 6,342 | $354.3K | 0.17% | −7,921−55.5% | Reduced |
| Lee Danner & Bass Inc | 5,049 | $354.0K | 0.03% | −230−4.4% | Reduced |
| Penserra Capital Management LLC | 5,049 | $353.0K | 0.01% | −1,059−17.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,024 | $352.3K | 0.01% | +594+13.4% | Added |
| Wela Strategies, Inc. | 5,006 | $351.0K | 0.19% | +157+3.2% | Added |
| Altus Wealth Group LLC | 4,994 | $350.1K | 0.19% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 4,973 | $348.7K | 0.07% | +180+3.8% | Added |
| REDW Wealth LLC | 4,972 | $348.7K | 0.10% | −352−6.6% | Reduced |
| Koss-Olinger Consulting, LLC | 4,958 | $348.0K | 0.03% | −100−2.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,956 | $347.5K | 0.24% | +454+10.1% | Added |
| Rosenberg Matthew Hamilton | 4,946 | $346.8K | 0.11% | −127−2.5% | Reduced |
| Zhang Financial LLC | 4,941 | $346.5K | 0.03% | −405−7.6% | Reduced |
| Meridian Financial, LLC | 4,926 | $345.5K | 0.27% | 00.0% | Unchanged |
| Davis R M Inc | 4,926 | $345.4K | 0.01% | +1,269+34.7% | Added |
| Campion Asset Management LLC | 4,920 | $345.0K | 0.29% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,811 | $344.5K | 0.23% | −10.0% | Reduced |
| Plan Group Financial, LLC | 4,912 | $344.4K | 0.30% | −2,045−29.4% | Reduced |
| Benedetti & Gucer, Inc. | 4,901 | $343.7K | 0.18% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4,898 | $343.4K | 0.07% | +3,815+352.3% | Added |
| Royal Fund Management, LLC | 4,895 | $343.2K | 0.04% | +9+0.2% | Added |
| Kingdom Financial Group LLC. | 4,891 | $342.9K | 0.30% | −252−4.9% | Reduced |
| Legacy Financial Advisors, Inc. | 4,875 | $341.8K | 0.07% | +371+8.2% | Added |
| Jentner Corp | 4,872 | $341.6K | 0.13% | +4,872 | New |
| Cutter & CO Brokerage, Inc. | 4,861 | $340.8K | 0.09% | −89−1.8% | Reduced |
| Moneta Group Investment Advisors LLC | 4,859 | $340.7K | 0.01% | +620+14.6% | Added |
| Williams Jones Wealth Management, LLC. | 4,850 | $340.1K | 0.00% | +450+10.2% | Added |
| Enterprise Financial Services Corp | 4,843 | $339.6K | 0.21% | +4,843 | New |
| V-Square Quantitative Management LLC | 4,839 | $339.3K | 0.08% | +246+5.4% | Added |
| Relative Value Partners Group, LLC | 4,832 | $338.8K | 0.02% | +377+8.5% | Added |
| Glen Eagle Advisors, LLC | 4,829 | $338.6K | 0.07% | −184−3.7% | Reduced |
| Wynn Capital, LLC | 4,828 | $338.6K | 0.28% | +4,828 | New |
| Pinnacle Wealth Management Group, Inc. | 4,824 | $338.3K | 0.28% | +400+9.0% | Added |
| Triton Wealth Management, PLLC | 4,691 | $337.7K | 0.22% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,815 | $337.6K | 0.05% | +1,477+44.2% | Added |
| Duncker Streett & Co Inc | 4,815 | $337.6K | 0.07% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,804 | $336.8K | 0.00% | −900−15.8% | Reduced |
| Lokken Investment Group LLC | 4,794 | $336.2K | 0.19% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,792 | $336.0K | 0.11% | +101+2.2% | Added |
| Hartline Investment Corp | 4,784 | $335.5K | 0.05% | −200−4.0% | Reduced |