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 |
|---|---|---|---|---|---|
| Pineridge Advisors LLC | 118 | $8.27K | 0.00% | +118 | New |
| Aspect Partners, LLC | 114 | $7.99K | 0.01% | +114 | New |
| Nemes Rush Group LLC | 113 | $7.92K | 0.00% | +113 | New |
| Guardian Wealth Management, Inc. | 113 | $7.89K | 0.01% | +2+1.8% | Added |
| Financial Freedom, LLC | 109 | $7.63K | 0.00% | −49−31.0% | Reduced |
| Wellington Shields Capital Management, LLC | 102 | $7.16K | 0.00% | −1,549−93.8% | Reduced |
| Criterion Capital Advisors, LLC | 101 | $7.11K | 0.01% | +101 | New |
| AXS Investments LLC | 98 | $6.87K | 0.00% | −19−16.2% | Reduced |
| Long Island Wealth Management, Inc. | 91 | $6.00K | 0.00% | +91 | New |
| Retirement Group, LLC | 84 | $5.92K | 0.00% | −103−55.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 75 | $5.26K | 0.01% | +75 | New |
| Burkett Financial Services, LLC | 60 | $4.24K | 0.00% | +60 | New |
| Private Ocean, LLC | 60 | $4.21K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 57 | $4.00K | 0.00% | +57 | New |
| DB Wealth Management Group, LLC | 50 | $3.51K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 47 | $3.29K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 45 | $3.15K | 0.00% | −93−67.4% | Reduced |
| Custom Portfolio Group LLC | 45 | $3.15K | 0.00% | +45 | New |
| PFG Private Wealth Management, LLC | 41 | $2.88K | 0.00% | −49−54.4% | Reduced |
| PayPay Securities Corp | 36 | $2.55K | 0.13% | +6+20.0% | Added |
| Hollencrest Capital Management | 30 | $2.10K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 27 | $1.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.68K | 0.00% | −3−11.1% | Reduced |
| Trifecta Capital Advisors, LLC | 23 | $1.61K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 23 | $1.60K | 0.00% | +23 | New |
| Financial Avengers, Inc. | 21 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $1.26K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 18 | $1.26K | 0.00% | −5,401−99.7% | Reduced |
| WestEnd Advisors, LLC | 17 | $1.19K | 0.00% | −11−39.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 14 | $1.00K | 0.00% | −498−97.3% | Reduced |
| Orion Capital Management LLC | 14 | $982 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $842 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $454 | 0.00% | +7 | New |
| EntryPoint Capital, LLC | 6 | $421 | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 6 | $421 | 0.00% | +6 | New |
| Belmont Capital, LLC | 3 | $184 | 0.00% | −235−98.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1 | $0 | 0.00% | +1 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,223,978−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −790,220−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −332,109−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −199,961−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −181,799−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −182,246−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −120,321−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −104,800−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −90,797−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −88,227−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −50,757−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −39,084−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −32,885−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −28,767−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −24,770−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −22,284−100.0% | Sold out |
| BTG Pactual Global Asset Management Ltd | 0 | $0 | 0.00% | −20,366−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −17,613−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −15,594−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,575−100.0% | Sold out |
| Rollins Financial | 0 | $0 | 0.00% | −12,524−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,482−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −11,673−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −9,654−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,587−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −6,658−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −6,476−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −6,460−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,383−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,977−100.0% | Sold out |
| Peak Planning Group, LLC | 0 | $0 | 0.00% | −5,668−100.0% | Sold out |
| Schmidt P J Investment Management Inc | 0 | $0 | 0.00% | −5,405−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Auxano Advisors, LLC | 0 | $0 | 0.00% | −5,183−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,973−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −4,945−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |
| MBE Wealth Management, LLC | 0 | $0 | 0.00% | −4,090−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −4,011−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,971−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −3,807−100.0% | Sold out |
| Connolly Sarah T. | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| Wiser Wealth Management, Inc | 0 | $0 | 0.00% | −3,587−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Finer Wealth Management, Inc. | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |
| Campbell Wealth Management | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Chesapeake Wealth Management | 0 | $0 | 0.00% | −3,173−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −2,724−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −1,867−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Acropolis Investment Management, LLC | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |