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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 3,975 | $275.9K | 0.21% | −275−6.5% | Reduced |
| Bourne Lent Asset Management Inc | 3,931 | $275.6K | 0.11% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,917 | $274.7K | 0.12% | +3,917 | New |
| Providence First Trust Co | 3,913 | $274.4K | 0.13% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,912 | $274.3K | 0.04% | −157−3.9% | Reduced |
| Alaethes Wealth LLC | 3,905 | $273.8K | 0.13% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,900 | $273.5K | 0.01% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,892 | $272.9K | 0.01% | +3,892 | New |
| WMS Partners, LLC | 3,883 | $272.3K | 0.02% | +149+4.0% | Added |
| Proficio Capital Partners LLC | 3,881 | $272.1K | 0.03% | −399−9.3% | Reduced |
| Heartland Bank & Trust Co | 3,880 | $272.1K | 0.19% | +3,880 | New |
| Armstrong, Fleming & Moore, Inc | 3,879 | $272.0K | 0.20% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 3,873 | $271.6K | 0.07% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,866 | $271.1K | 0.02% | −738−16.0% | Reduced |
| Eads & Heald Wealth Management | 3,868 | $271.0K | 0.13% | −160−4.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,863 | $270.9K | 0.16% | 00.0% | Unchanged |
| Frontier Asset Management, LLC | 3,858 | $270.5K | 0.10% | +37+1.0% | Added |
| Searle & Co. | 3,858 | $270.5K | 0.07% | −318−7.6% | Reduced |
| Cabot Wealth Management Inc | 3,855 | $270.3K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 3,854 | $270.2K | 0.17% | −144−3.6% | Reduced |
| Gateway Investment Advisers LLC | 3,852 | $270.1K | 0.00% | −278−6.7% | Reduced |
| FLC Capital Advisors | 3,840 | $269.3K | 0.07% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,836 | $269.0K | 0.05% | −111−2.8% | Reduced |
| GEM Asset Management, LLC | 3,830 | $268.6K | 0.19% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 3,822 | $268.0K | 0.11% | −1,109−22.5% | Reduced |
| Pitcairn Co | 3,814 | $267.4K | 0.02% | −10.0% | Reduced |
| Meridian Investment Counsel Inc. | 3,802 | $266.6K | 0.09% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,777 | $264.8K | 0.02% | −484−11.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,775 | $264.7K | 0.09% | −772−17.0% | Reduced |
| Semmax Financial Advisors Inc. | 3,913 | $264.1K | 0.10% | +34+0.9% | Added |
| Klingman & Associates, LLC | 3,761 | $263.7K | 0.02% | +34+0.9% | Added |
| First Citizens Financial Corp | 3,757 | $263.4K | 0.17% | −125−3.2% | Reduced |
| Willis Investment Counsel | 3,757 | $263.4K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,754 | $263.2K | 0.06% | +631+20.2% | Added |
| Drake & Associates, LLC | 3,748 | $262.8K | 0.11% | +326+9.5% | Added |
| Fiduciary Alliance LLC | 3,741 | $262.3K | 0.05% | −84−2.2% | Reduced |
| Second Half Financial Partners, LLC | 3,741 | $262.3K | 0.13% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 3,739 | $262.2K | 0.14% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3,737 | $262.0K | 0.20% | +3,737 | New |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $261.6K | 0.16% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,709 | $260.1K | 0.13% | −17−0.5% | Reduced |
| King Wealth | 3,709 | $260.0K | 0.05% | +3+0.1% | Added |
| David Loasby | 3,630 | $259.9K | 0.03% | −471−11.5% | Reduced |
| Nadler Financial Group, Inc. | 3,701 | $259.5K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,698 | $259.3K | 0.06% | +3,698 | New |
| Relyea Zuckerberg Hanson LLC | 3,681 | $258.1K | 0.05% | +238+6.9% | Added |
| Lifeworks Advisors, LLC | 3,680 | $258.1K | 0.09% | −337−8.4% | Reduced |
| MidWestOne Financial Group, Inc. | 3,675 | $257.7K | 0.05% | −1,500−29.0% | Reduced |
| WealthBridge Capital Management, LLC | 3,673 | $257.6K | 0.10% | +68+1.9% | Added |
| Arlington Trust Co LLC | 3,673 | $257.6K | 0.07% | +3,625+7,552.1% | Added |
| Woodard & Co Asset Management Group Inc | 3,670 | $257.3K | 0.08% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,668 | $257.0K | 0.11% | 00.0% | Unchanged |
| Athena Investment Management | 3,663 | $256.9K | 0.17% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,662 | $256.8K | 0.08% | +405+12.4% | Added |
| Strategic Advisors LLC | 3,661 | $256.7K | 0.05% | +10.0% | Added |
| Sepio Capital, LP | 3,659 | $256.6K | 0.02% | +3,659 | New |
| WMG Financial Advisors, LLC | 3,658 | $256.5K | 0.17% | −205−5.3% | Reduced |
| Flaharty Asset Management, LLC | 3,650 | $255.9K | 0.04% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 3,638 | $255.1K | 0.11% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,628 | $254.4K | 0.01% | −40−1.1% | Reduced |
| NBW Capital LLC | 3,626 | $254.3K | 0.06% | −10−0.3% | Reduced |
| Plato Investment Management Ltd | 3,622 | $254.0K | 0.31% | +3,622 | New |
| MBM Wealth Consultants, LLC | 3,666 | $253.6K | 0.09% | +18+0.5% | Added |
| Allstate Corp | 3,609 | $253.1K | 0.02% | +316+9.6% | Added |
| Integris Wealth Management, LLC | 3,600 | $252.4K | 0.07% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,581 | $251.1K | 0.05% | −376−9.5% | Reduced |
| Dean Investment Associates, LLC | 3,575 | $250.7K | 0.04% | −82−2.2% | Reduced |
| Quent Capital, LLC | 3,569 | $250.3K | 0.03% | +346+10.7% | Added |
| Bank of New Hampshire | 3,568 | $250.2K | 0.07% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,570 | $250.0K | 0.02% | +3,570 | New |
| L2 Asset Management, LLC | 3,562 | $249.8K | 0.10% | +3,316+1,348.0% | Added |
| Geller Advisors LLC | 3,556 | $249.3K | 0.02% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 3,550 | $248.9K | 0.18% | +3,550 | New |
| Altrius Capital Management Inc | 3,546 | $248.6K | 0.07% | −617−14.8% | Reduced |
| Country Trust Bank | 3,540 | $248.2K | 0.01% | −574−14.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,540 | $248.2K | 0.12% | −892−20.1% | Reduced |
| Greenfield Savings Bank | 3,535 | $247.9K | 0.14% | −116−3.2% | Reduced |
| PBMares Wealth Management LLC | 3,533 | $247.7K | 0.07% | −2,029−36.5% | Reduced |
| Private Portfolio Partners LLC | 3,518 | $246.7K | 0.06% | +22+0.6% | Added |
| Truvestments Capital LLC | 3,514 | $246.4K | 0.11% | +1,512+75.5% | Added |
| St. Louis Trust Co | 3,500 | $245.4K | 0.04% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 3,483 | $244.2K | 0.09% | +3,483 | New |
| Stonebridge Capital Advisors LLC | 3,478 | $243.9K | 0.02% | −67−1.9% | Reduced |
| Waterford Advisors, LLC | 3,471 | $243.4K | 0.11% | +200+6.1% | Added |
| Nikulski Financial, Inc. | 3,470 | $243.3K | 0.09% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,465 | $243.0K | 0.01% | +3,465 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,464 | $242.9K | 0.01% | −8,740−71.6% | Reduced |
| Wedgewood Investors Inc | 3,450 | $241.9K | 0.30% | −400−10.4% | Reduced |
| BLB&B Advisors, LLC | 3,449 | $241.8K | 0.02% | −63−1.8% | Reduced |
| Saxony Capital Management, LLC | 3,448 | $241.8K | 0.32% | +3,448 | New |
| Continuum Advisory, LLC | 3,439 | $241.2K | 0.03% | −1,554−31.1% | Reduced |
| Zullo Investment Group, Inc. | 3,437 | $241.0K | 0.12% | +157+4.8% | Added |
| PFC Capital Group, Inc. | 3,450 | $241.0K | 0.14% | +3,450 | New |
| Morris Financial Concepts, Inc. | 3,429 | $240.4K | 0.14% | −126−3.5% | Reduced |
| Aspen Grove Capital, LLC | 3,451 | $240.1K | 0.07% | +170+5.2% | Added |
| Phillips Wealth Planners LLC | 3,478 | $239.2K | 0.29% | +73+2.1% | Added |
| Old Second National Bank of Aurora | 3,408 | $239.0K | 0.07% | +600+21.4% | Added |
| Octavia Wealth Advisors, LLC | 3,404 | $238.7K | 0.04% | −258−7.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,403 | $238.6K | 0.02% | −290−7.9% | Reduced |
| Family Asset Management, LLC | 3,402 | $238.5K | 0.16% | −250−6.8% | Reduced |