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 |
|---|---|---|---|---|---|
| Avion Wealth | 719 | $50.0K | 0.01% | −1,532−68.1% | Reduced |
| Atticus Wealth Management, LLC | 701 | $49.1K | 0.02% | +49+7.5% | Added |
| Founders Capital Management | 700 | $49.1K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $49.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 686 | $48.1K | 0.01% | +64+10.3% | Added |
| Horizon Bancorp Inc | 668 | $47.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 670 | $47.0K | 0.03% | +1+0.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 668 | $46.9K | 0.03% | −217−24.5% | Reduced |
| Global Trust Asset Management, LLC | 663 | $46.5K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 650 | $45.6K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 650 | $45.6K | 0.03% | +650 | New |
| Piscataqua Savings Bank | 640 | $44.9K | 0.04% | 00.0% | Unchanged |
| West Tower Group, LLC | 638 | $44.7K | 0.09% | −30−4.5% | Reduced |
| Rational Advisors LLC | 625 | $43.8K | 0.00% | −2,170−77.6% | Reduced |
| Highlander Capital Management, LLC | 620 | $43.5K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 596 | $41.8K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 594 | $41.7K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $41.2K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 585 | $41.0K | 0.01% | −65−10.0% | Reduced |
| Richardson Financial Services Inc. | 558 | $39.1K | 0.03% | +558 | New |
| Cassady Schiller Wealth Management, LLC | 556 | $39.0K | 0.02% | +176+46.3% | Added |
| TD Capital Management LLC | 546 | $38.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 545 | $38.2K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 537 | $37.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 533 | $37.0K | 0.03% | +2+0.4% | Added |
| Valley National Advisers Inc | 526 | $36.0K | 0.01% | +205+63.9% | Added |
| Bourgeon Capital Management LLC | 511 | $35.8K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 508 | $35.6K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 506 | $35.5K | 0.00% | −57−10.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $35.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $35.1K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 500 | $35.0K | 0.00% | −43−7.9% | Reduced |
| WFA Asset Management Corp | 498 | $34.9K | 0.02% | −1,348−73.0% | Reduced |
| Tortoise Investment Management, LLC | 490 | $34.4K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 480 | $33.7K | 0.01% | +480 | New |
| Sanctuary Wealth Management, L.L.C. | 477 | $33.4K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 474 | $33.3K | 0.01% | +4+0.9% | Added |
| Strategic Investment Solutions, Inc. | 474 | $33.3K | 0.01% | −9,313−95.2% | Reduced |
| VitalStone Financial, LLC | 474 | $33.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 464 | $32.5K | 0.01% | −62−11.8% | Reduced |
| Northwest Capital Management Inc | 449 | $31.5K | 0.01% | +133+42.1% | Added |
| Scarborough Advisors, LLC | 443 | $31.1K | 0.01% | +443 | New |
| Thompson Siegel & Walmsley LLC | 446 | $31.0K | 0.00% | −87−16.3% | Reduced |
| Voisard Asset Management Group, Inc. | 436 | $30.6K | 0.02% | +436 | New |
| MB, Levis & Associates, LLC | 416 | $29.2K | 0.02% | +1+0.2% | Added |
| Operose Advisors LLC | 409 | $28.7K | 0.01% | −1,331−76.5% | Reduced |
| Perritt Capital Management Inc | 403 | $28.3K | 0.02% | −108−21.1% | Reduced |
| First Community Trust NA | 400 | $28.0K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $28.0K | 0.02% | +400 | New |
| Chilton Capital Management LLC | 393 | $27.6K | 0.00% | +41+11.6% | Added |
| Chesapeake Asset Management LLC | 378 | $26.6K | 0.02% | −227−37.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 350 | $24.5K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 348 | $24.4K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 346 | $24.0K | 0.01% | −16−4.4% | Reduced |
| Cedar Wealth Management, LLC | 334 | $23.4K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 330 | $23.1K | 0.01% | −1,000−75.2% | Reduced |
| Morton Brown Family Wealth, LLC | 314 | $22.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 308 | $21.6K | 0.00% | +8+2.7% | Added |
| Trivant Custom Portfolio Group, LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 300 | $21.0K | 0.01% | +300 | New |
| Activest Wealth Management | 300 | $21.0K | 0.01% | +300 | New |
| Advantage Trust Co | 300 | $21.0K | 0.02% | +300 | New |
| GW&K Investment Management, LLC | 306 | $21.0K | 0.00% | −31−9.2% | Reduced |
| Pin Oak Investment Advisors Inc | 300 | $21.0K | 0.02% | +300 | New |
| Kelly Financial Services LLC | 289 | $20.3K | 0.01% | +3+1.0% | Added |
| Sachetta, LLC | 283 | $19.8K | 0.01% | +283 | New |
| Transcendent Capital Group LLC | 279 | $19.6K | 0.01% | +279 | New |
| Versant Capital Management, Inc | 274 | $19.2K | 0.01% | −370−57.5% | Reduced |
| CGC Financial Services, LLC | 270 | $18.9K | 0.01% | +210+350.0% | Added |
| Dunhill Financial, LLC | 267 | $18.7K | 0.02% | +267 | New |
| Financial Perspectives, Inc | 256 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $17.5K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $17.5K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $17.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 238 | $16.7K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 233 | $16.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 226 | $15.8K | 0.01% | +9+4.1% | Added |
| Tidemark, LLC | 225 | $15.8K | 0.01% | +225 | New |
| Planned Solutions, Inc. | 222 | $15.6K | 0.01% | +222 | New |
| New England Capital Financial Advisors LLC | 220 | $15.4K | 0.01% | +2+0.9% | Added |
| Acadian Asset Management LLC | 219 | $15.0K | 0.00% | +219 | New |
| Logan Capital Management Inc | 210 | $14.7K | 0.00% | −210−50.0% | Reduced |
| Winch Advisory Services, LLC | 210 | $14.7K | 0.00% | +2+1.0% | Added |
| VisionPoint Advisory Group, LLC | 204 | $14.3K | 0.01% | −1,511−88.1% | Reduced |
| Hoese & Co LLP | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 200 | $14.0K | 0.00% | +200 | New |
| TSFG, LLC | 204 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 182 | $13.0K | 0.01% | +41+29.1% | Added |
| Pflug Koory, LLC | 165 | $11.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 160 | $11.2K | 0.01% | +160 | New |
| Loomis Sayles & Co L P | 152 | $11.0K | 0.00% | +152 | New |
| FWL Investment Management, LLC | 150 | $10.5K | 0.01% | −15−9.1% | Reduced |
| Caitlin John, LLC | 150 | $10.5K | 0.01% | +150 | New |
| Provence Wealth Management Group | 144 | $10.1K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 140 | $9.82K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 130 | $9.12K | 0.01% | +130 | New |
| Cherry Tree Wealth Management, LLC | 121 | $8.48K | 0.00% | 00.0% | Unchanged |