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 |
|---|---|---|---|---|---|
| Thrive Capital Management, LLC | 4,777 | $335.0K | 0.18% | −1,441−23.2% | Reduced |
| Wolverine Trading, LLC | 4,753 | $333.3K | 0.00% | +4,753 | New |
| Washington Trust Co | 4,750 | $333.1K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,734 | $331.9K | 0.20% | +647+15.8% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 4,717 | $330.8K | 0.14% | +18+0.4% | Added |
| Boston Research & Management Inc | 4,710 | $330.0K | 0.09% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,705 | $329.9K | 0.04% | −3−0.1% | Reduced |
| Tranquility Partners, LLC | 4,698 | $329.4K | 0.14% | +48+1.0% | Added |
| Elmwood Wealth Management, Inc. | 4,698 | $329.4K | 0.23% | +20.0% | Added |
| Astoria Portfolio Advisors LLC. | 4,883 | $329.1K | 0.13% | +4,883 | New |
| Hanson & Doremus Investment Management | 4,691 | $329.0K | 0.06% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,680 | $328.2K | 0.42% | +4,680 | New |
| TD Waterhouse Canada Inc. | 4,528 | $327.8K | 0.00% | −5,717−55.8% | Reduced |
| CMG Global Holdings, LLC | 4,902 | $327.6K | 0.24% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,664 | $327.0K | 0.01% | −2,250−32.5% | Reduced |
| Bedel Financial Consulting, Inc. | 4,660 | $326.7K | 0.06% | +131+2.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,652 | $326.2K | 0.12% | +13+0.3% | Added |
| Thomas Story & Son LLC | 4,650 | $326.0K | 0.15% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,640 | $325.4K | 0.11% | +451+10.8% | Added |
| Aprio Wealth Management, LLC | 4,639 | $325.3K | 0.07% | +879+23.4% | Added |
| Altfest L J & Co Inc | 4,628 | $325.0K | 0.05% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,629 | $324.6K | 0.05% | +20.0% | Added |
| Veracity Capital LLC | 4,624 | $324.2K | 0.13% | +4,624 | New |
| Wealth Management Associates, Inc. | 4,608 | $323.1K | 0.17% | +41+0.9% | Added |
| Marcum Wealth, LLC | 4,594 | $322.1K | 0.03% | −506−9.9% | Reduced |
| Violich Capital Management, Inc. | 4,595 | $322.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,578 | $321.0K | 0.09% | −301−6.2% | Reduced |
| 9258 Wealth Management, LLC | 4,552 | $319.2K | 0.06% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,550 | $319.0K | 0.29% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 4,530 | $317.6K | 0.15% | −3,376−42.7% | Reduced |
| Madison Park Capital Advisors, LLC | 4,527 | $317.4K | 0.31% | +4,527 | New |
| Smith Anglin Financial, LLC | 4,520 | $316.9K | 0.04% | +5+0.1% | Added |
| Advisory Alpha, LLC | 4,513 | $316.5K | 0.01% | −19−0.4% | Reduced |
| Seelaus Asset Management LLC | 4,513 | $316.5K | 0.31% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,510 | $316.2K | 0.02% | −295−6.1% | Reduced |
| Financial Management Professionals, Inc. | 4,511 | $316.0K | 0.05% | +14+0.3% | Added |
| Radnor Capital Management, LLC | 4,500 | $316.0K | 0.06% | +300+7.1% | Added |
| GHP Investment Advisors, Inc. | 4,497 | $315.4K | 0.02% | −638−12.4% | Reduced |
| Capital Investment Counsel, Inc | 4,497 | $315.3K | 0.06% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,482 | $314.3K | 0.16% | −1,274−22.1% | Reduced |
| Trust Co of the South | 4,478 | $314.0K | 0.08% | +4,478 | New |
| Beese Fulmer Investment Management, Inc. | 4,464 | $313.0K | 0.03% | +29+0.7% | Added |
| Jones Financial Companies LLLP | 4,451 | $312.1K | 0.00% | +98+2.3% | Added |
| Institute for Wealth Management, LLC. | 4,425 | $310.3K | 0.05% | −106−2.3% | Reduced |
| Investment House LLC | 4,424 | $310.2K | 0.02% | +3+0.1% | Added |
| J. L. Bainbridge & Co., Inc. | 4,421 | $310.0K | 0.04% | +4+0.1% | Added |
| O'Brien Greene & Co. Inc | 4,420 | $309.9K | 0.11% | −146−3.2% | Reduced |
| Telemus Capital, LLC | 4,418 | $309.8K | 0.03% | +7+0.2% | Added |
| SNS Financial Group, LLC | 4,409 | $309.2K | 0.04% | −530−10.7% | Reduced |
| FORA Capital, LLC | 4,404 | $308.8K | 0.03% | +4,404 | New |
| KRS Capital Management, LLC | 4,403 | $308.7K | 0.29% | −493−10.1% | Reduced |
| Hall Capital Management Co Inc | 4,394 | $308.1K | 0.18% | −1,105−20.1% | Reduced |
| Aldebaran Financial Inc. | 4,367 | $306.2K | 0.47% | −500−10.3% | Reduced |
| Willis Johnson & Associates, Inc. | 4,365 | $306.1K | 0.03% | +151+3.6% | Added |
| Avestar Capital, LLC | 4,361 | $305.8K | 0.04% | +900+26.0% | Added |
| Thompson Investment Management, Inc. | 4,358 | $305.6K | 0.05% | +193+4.6% | Added |
| Secure Asset Management, LLC | 4,347 | $304.8K | 0.08% | +27+0.6% | Added |
| Patriot Investment Management Inc. | 4,343 | $304.5K | 0.03% | −407−8.6% | Reduced |
| Argent Advisors, Inc. | 4,327 | $303.4K | 0.13% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,325 | $303.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,321 | $303.0K | 0.10% | −60−1.4% | Reduced |
| Hoylecohen, LLC | 4,315 | $302.6K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 4,297 | $301.3K | 0.05% | −201−4.5% | Reduced |
| Longview Financial Advisors, Inc. | 4,296 | $301.3K | 0.24% | +4,296 | New |
| Apella Capital, LLC | 4,192 | $300.6K | 0.02% | +4,192 | New |
| Bey-Douglas LLC | 4,280 | $300.1K | 0.31% | +4,280 | New |
| Sierra Summit Advisors LLC | 4,259 | $298.6K | 0.09% | +4,259 | New |
| Sittner & Nelson, LLC | 4,246 | $297.7K | 0.16% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,237 | $297.1K | 0.03% | +14+0.3% | Added |
| Callan Family Office, LLC | 4,211 | $295.3K | 0.07% | +40+1.0% | Added |
| Peak Asset Management, LLC | 4,210 | $295.2K | 0.06% | +310+7.9% | Added |
| Douglass Winthrop Advisors, LLC | 4,200 | $294.5K | 0.01% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 4,191 | $293.9K | 0.21% | +709+20.4% | Added |
| Morningstar Investment Services LLC | 4,155 | $292.0K | 0.00% | +4,155 | New |
| Ballentine Partners, LLC | 4,164 | $292.0K | 0.01% | −4,104−49.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,162 | $291.8K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 4,158 | $291.5K | 0.44% | 00.0% | Unchanged |
| Fundamentun, LLC | 4,139 | $290.3K | 0.03% | −142−3.3% | Reduced |
| Round Rock Advisors, LLC | 4,121 | $288.9K | 0.07% | −325−7.3% | Reduced |
| 1st Source Bank | 4,119 | $288.8K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,114 | $288.5K | 0.03% | +276+7.2% | Added |
| Ausdal Financial Partners, Inc. | 4,103 | $287.7K | 0.04% | +6+0.1% | Added |
| TRUE Private Wealth Advisors | 4,080 | $286.1K | 0.04% | −20.0% | Reduced |
| Goldstone Financial Group, LLC | 4,076 | $285.8K | 0.07% | +364+9.8% | Added |
| Bill Few Associates, Inc. | 4,073 | $285.6K | 0.13% | 00.0% | Unchanged |
| EWG Elevate Inc. | 4,053 | $284.2K | 0.12% | −467−10.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $284.0K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,043 | $283.5K | 0.11% | −8−0.2% | Reduced |
| Aviso Wealth Management | 4,043 | $283.5K | 0.21% | +4,043 | New |
| Citizens Business Bank | 4,042 | $283.4K | 0.06% | −3−0.1% | Reduced |
| Sargent Investment Group, LLC | 4,017 | $281.7K | 0.06% | +120+3.1% | Added |
| Rappaport Reiches Capital Management, LLC | 4,017 | $281.7K | 0.10% | +4,017 | New |
| Fagan Associates, Inc. | 4,011 | $281.3K | 0.06% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 3,994 | $280.1K | 0.03% | −500−11.1% | Reduced |
| OMNI 360 Wealth, Inc. | 3,986 | $279.5K | 0.26% | +3,986 | New |
| Wayfinding Financial, LLC | 3,979 | $279.0K | 0.19% | +120+3.1% | Added |
| Altus Wealth Management, LLC | 3,973 | $278.6K | 0.17% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,955 | $277.3K | 0.20% | −73−1.8% | Reduced |
| Rise Advisors, LLC | 3,944 | $276.6K | 0.19% | +487+14.1% | Added |
| Syntegra Private Wealth Group, LLC | 3,936 | $276.0K | 0.04% | +105+2.7% | Added |