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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ4 2023: 1,838 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ4 2023: $49.1B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2023.

Institutions holding SO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Anchor Capital Advisors LLC3,400$238.4K0.01%00.0%Unchanged
Eagle Wealth Strategies LLC3,394$238.0K0.14%+3,394New
Merriman Wealth Management, LLC3,389$237.6K0.01%−46−1.3%Reduced
Summit Wealth Partners, LLC3,367$236.1K0.05%00.0%Unchanged
Boyar Asset Management Inc.3,365$236.0K0.18%00.0%Unchanged
DF Dent & Co Inc3,362$235.8K0.00%−8−0.2%Reduced
Aveo Capital Partners, LLC3,318$232.7K0.03%+3,318New
Pure Financial Advisors, Inc.3,311$232.2K0.01%+3,311New
Significant Wealth Partners LLC3,309$232.0K0.17%+3,309New
Gerber, LLC3,306$231.8K0.21%+3,306New
Signal Advisors Wealth, LLC3,304$231.7K0.08%+3,304New
Satovsky Asset Management LLC3,299$231.3K0.07%+32+1.0%Added
Elevate Wealth Advisory, Inc3,294$231.0K0.21%+3,294New
Fort Washington Investment Advisors Inc3,292$230.8K0.00%00.0%Unchanged
Apexium Financial, LP3,270$229.3K0.02%00.0%Unchanged
Brevan Howard Capital Management LP3,252$228.0K0.02%+3,252New
WealthPLAN Partners, LLC3,247$227.7K0.02%00.0%Unchanged
New Republic Capital, LLC3,243$227.4K0.16%−152−4.5%Reduced
Insight Advisors, LLC3,238$227.0K0.05%−12−0.4%Reduced
WealthTrust Asset Management, LLC3,229$226.4K0.19%+6+0.2%Added
Renasant Bank3,221$225.9K0.18%−1,779−35.6%Reduced
Austin Private Wealth, LLC3,205$224.7K0.03%−425−11.7%Reduced
Keebeck Wealth Management, LLC3,203$224.6K0.04%−1,021−24.2%Reduced
First Financial Bankshares Inc3,201$224.5K0.01%+3,201New
Idaho Trust Bank3,200$224.4K0.13%00.0%Unchanged
Private Capital Advisors, Inc.3,200$224.0K0.03%00.0%Unchanged
Horan Securities, Inc.3,186$223.4K0.11%+3,186New
Asset Management Resources, LLC3,185$223.3K0.13%+3,185New
Biltmore Wealth Management, LLC3,182$223.1K0.11%+3+0.1%Added
Searcy Financial Services Inc3,180$223.0K0.12%00.0%Unchanged
Lloyd Advisory Services, LLC.3,174$222.6K0.11%+3,174New
HC Advisors, LLC3,170$222.3K0.12%00.0%Unchanged
USAdvisors Wealth Management, LLC3,167$222.0K0.09%+3,167New
Rossmore Private Capital3,163$221.8K0.03%00.0%Unchanged
Ambassador Advisors, LLC3,298$221.6K0.05%−209−6.0%Reduced
Smith, Salley & Associates3,152$221.0K0.01%−823−20.7%Reduced
OmniStar Financial Group, Inc.3,151$220.9K0.28%−200−6.0%Reduced
Lifestyle Asset Management, Inc.3,151$220.9K0.12%−199−5.9%Reduced
Nalls Sherbakoff Group, LLC3,148$220.8K0.20%+379+13.7%Added
Covenant Asset Management, LLC3,148$220.7K0.06%+3,148New
Coho Partners, Ltd.3,139$220.1K0.01%00.0%Unchanged
New Hampshire Trust3,133$219.7K0.05%−354−10.2%Reduced
Barlow Wealth Partners, Inc.3,130$219.5K0.03%+3,130New
Gryphon Financial Partners LLC3,341$219.4K0.04%+3,341New
Fulcrum Equity Management3,128$219.3K0.27%00.0%Unchanged
Stanley-Laman Group, Ltd.3,127$219.3K0.03%+3,127New
North Star Asset Management Inc3,126$219.2K0.01%00.0%Unchanged
Investors Asset Management of Georgia Inc3,126$219.2K0.11%+3,126New
Cedar Mountain Advisors, LLC3,124$219.1K0.06%+30+1.0%Added
Accredited Investors Inc.3,121$218.8K0.02%00.0%Unchanged
Quadrant Private Wealth Management, LLC3,120$218.8K0.06%+3,120New
Bremer Bank National Association3,115$218.4K0.04%−1,132−26.7%Reduced
Ellis Investment Partners, LLC3,111$218.2K0.05%+3,111New
Aaron Wealth Advisors3,095$217.0K0.04%+3,095New
Brendel Financial Advisors LLC3,100$217.0K0.14%+3,100New
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,101$215.6K0.00%−205−6.2%Reduced
Te Ahumairangi Investment Management Ltd3,070$215.0K0.04%−23,866−88.6%Reduced
Gray Wealth Management Inc.3,051$213.9K0.10%−306−9.1%Reduced
ORG Partners LLC3,038$213.1K0.04%+172+6.0%Added
Exchange Capital Management, Inc.3,034$212.7K0.04%+3,034New
Wealthquest Corp3,034$212.7K0.02%+3,034New
Parkside Financial Bank & Trust3,028$212.3K0.04%+266+9.6%Added
Magnolia Wealth Management, LLC3,026$212.2K0.18%+3,026New
Ascent Group, LLC3,102$211.9K0.02%+145+4.9%Added
VeraBank, N.A.3,012$211.2K0.07%+3,012New
Whittier Trust Co of Nevada Inc3,002$210.5K0.01%+678+29.2%Added
KKM Financial LLC3,001$210.4K0.13%+3,001New
Madrona Financial Services, LLC3,000$210.4K0.08%+3,000New
Asset Management Advisors, LLC3,000$210.4K0.17%+3,000New
CRA Financial Services, LLC2,999$210.3K0.05%+2,999New
Lazari Capital Management, Inc.2,999$210.3K0.12%−128−4.1%Reduced
Berry Wealth Group, LP2,995$210.0K0.19%+2,995New
Delta Capital Management LLC3,000$210.0K0.15%−160−5.1%Reduced
Platform Technology Partners3,070$209.7K0.08%+3,070New
MBA Advisors LLC2,971$208.3K0.12%+2,971New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,958$207.4K0.01%+2,958New
YHB Investment Advisors, Inc.2,949$206.8K0.02%−163−5.2%Reduced
Alpha Omega Wealth Management LLC2,932$205.6K0.03%+2,932New
Univest Financial Corp2,926$205.2K0.06%+2,926New
Harvey Investment Co LLC2,926$205.0K0.02%+2,926New
Latitude Advisors, LLC2,904$203.6K0.14%+2,904New
Ironsides Asset Advisors, LLC2,903$203.6K0.09%−477−14.1%Reduced
Wilkins Investment Counsel Inc2,900$203.3K0.05%+2,900New
High Falls Advisors, Inc2,900$203.3K0.05%+2,900New
Arden Trust Co2,894$202.9K0.03%−1,391−32.5%Reduced
Beaird Harris Wealth Management, LLC2,893$202.9K0.02%00.0%Unchanged
Maripau Wealth Management LLC2,888$202.5K0.18%+2,888New
Onefund, LLC2,884$202.2K0.26%+2,884New
Spirit of America Management Corp2,850$199.8K0.04%00.0%Unchanged
Princeton Global Asset Management LLC2,823$198.0K0.05%+1,160+69.8%Added
Motco2,810$197.0K0.01%−254−8.3%Reduced
FSA Wealth Management LLC2,812$197.0K0.09%+2,812New
Peoples Bank2,800$196.3K0.16%00.0%Unchanged
Baystate Wealth Management LLC2,769$194.2K0.01%−32−1.1%Reduced
Godsey & Gibb Associates2,765$193.9K0.02%00.0%Unchanged
Point72 Hong Kong Ltd2,699$189.3K0.01%+2,699New
Laffer Tengler Investments2,674$187.5K0.05%+74+2.8%Added
AlphaMark Advisors, LLC2,655$186.0K0.07%00.0%Unchanged
Brown, Lisle/Cummings, Inc.2,529$177.3K0.07%+205+8.8%Added
First Manhattan Co2,499$176.4K0.00%+254+11.3%Added