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 5 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 |
|---|---|---|---|---|---|
| Insight Folios Inc | 92,255 | $6.47M | 2.80% | +3,919+4.4% | Added |
| Principle Wealth Partners LLC | 92,163 | $6.46M | 0.56% | +1,736+1.9% | Added |
| First PREMIER Bank | 91,971 | $6.45M | 1.81% | −525−0.6% | Reduced |
| Gulf International Bank (UK) Ltd | 91,325 | $6.40M | 0.18% | −7,031−7.1% | Reduced |
| Alerus Financial NA | 91,074 | $6.39M | 0.52% | +1,549+1.7% | Added |
| Thomasville National Bank | 91,046 | $6.38M | 0.57% | +700+0.8% | Added |
| Blair William & Co | 90,483 | $6.34M | 0.02% | +898+1.0% | Added |
| Churchill Management Corp | 90,102 | $6.32M | 0.10% | +390.0% | Added |
| Zimmer Partners, LP | 90,000 | $6.31M | 0.23% | −1,151,485−92.8% | Reduced |
| Cornerstone Advisors, LLC | 90,000 | $6.31M | 0.28% | −19,000−17.4% | Reduced |
| Wealthfront Advisers LLC | 89,805 | $6.30M | 0.02% | −1,420−1.6% | Reduced |
| Aull & Monroe Investment Management Corp | 89,366 | $6.27M | 3.09% | −785−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 88,390 | $6.20M | 0.08% | +2,059+2.4% | Added |
| Avantax Advisory Services, Inc. | 88,343 | $6.19M | 0.06% | +4,962+6.0% | Added |
| Keel Point, LLC | 87,970 | $6.17M | 0.74% | −2,564−2.8% | Reduced |
| IFG Advisory, LLC | 87,591 | $6.14M | 0.45% | +1,436+1.7% | Added |
| Kentucky Retirement Systems | 87,261 | $6.12M | 0.19% | +4,863+5.9% | Added |
| MainStreet Investment Advisors LLC | 87,183 | $6.11M | 0.69% | −3,234−3.6% | Reduced |
| GLOBALT Investments LLC | 86,895 | $6.09M | 0.25% | +86,895 | New |
| Windle Wealth, LLC | 86,519 | $6.07M | 4.25% | −1,373−1.6% | Reduced |
| MAI Capital Management | 86,243 | $6.05M | 0.08% | +58,691+213.0% | Added |
| Massmutual Trust Co FSB | 86,182 | $6.04M | 0.20% | −1,468−1.7% | Reduced |
| Bayesian Capital Management, LP | 85,719 | $6.01M | 0.64% | +85,719 | New |
| Umb Bank N A | 85,597 | $6.00M | 0.09% | −16,832−16.4% | Reduced |
| M&G Investment Management Ltd | 85,697 | $6.00M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 85,096 | $5.97M | 0.11% | +655+0.8% | Added |
| Maryland State Retirement & Pension System | 84,832 | $5.95M | 0.12% | +903+1.1% | Added |
| Fisher Asset Management, LLC | 84,587 | $5.93M | 0.00% | −3,617−4.1% | Reduced |
| Neuberger Berman Group LLC | 83,344 | $5.84M | 0.01% | −6,768−7.5% | Reduced |
| Central Trust Co | 83,316 | $5.84M | 0.16% | −642−0.8% | Reduced |
| Sky Investment Group LLC | 82,117 | $5.76M | 1.21% | +390.0% | Added |
| Executive Wealth Management, LLC | 81,094 | $5.69M | 0.54% | +81,094 | New |
| Old Point Trust & Financial Services N A | 80,906 | $5.67M | 2.29% | −485−0.6% | Reduced |
| Chronos Wealth Management, LLC | 80,472 | $5.64M | 3.59% | −257−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 76,685 | $5.49M | 0.20% | +43,507+131.1% | Added |
| Albion Financial Group | 77,989 | $5.47M | 0.45% | +193+0.2% | Added |
| Prospera Financial Services Inc | 77,058 | $5.40M | 0.18% | +10,724+16.2% | Added |
| Trustmark National Bank Trust Department | 76,981 | $5.40M | 0.49% | −813−1.0% | Reduced |
| Huntington National Bank | 76,488 | $5.36M | 0.05% | −1,761−2.3% | Reduced |
| Carret Asset Management, LLC | 76,244 | $5.35M | 0.68% | −273−0.4% | Reduced |
| Anchor Investment Management, LLC | 75,612 | $5.30M | 0.61% | −608−0.8% | Reduced |
| National Asset Management, Inc. | 75,293 | $5.28M | 0.14% | −3,343−4.3% | Reduced |
| Warren Averett Asset Management, LLC | 74,983 | $5.26M | 0.20% | −7,310−8.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 74,758 | $5.24M | 0.36% | +3,128+4.4% | Added |
| Telos Capital Management, Inc. | 74,512 | $5.22M | 0.64% | +2,968+4.1% | Added |
| Oppenheimer & Co Inc | 74,422 | $5.22M | 0.10% | +2,848+4.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 74,076 | $5.19M | 0.30% | −1,964−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 73,554 | $5.16M | 0.07% | +21,972+42.6% | Added |
| Hartford Investment Management Co | 73,498 | $5.15M | 0.19% | −2,120−2.8% | Reduced |
| KBC Group NV | 73,212 | $5.13M | 0.02% | +2,428+3.4% | Added |
| D.A. Davidson & Co. | 73,033 | $5.12M | 0.05% | +650+0.9% | Added |
| Naples Global Advisors, LLC | 72,822 | $5.11M | 0.56% | −161−0.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 71,359 | $5.00M | 0.45% | −6,436−8.3% | Reduced |
| JustInvest LLC | 71,258 | $5.00M | 0.13% | −11,481−13.9% | Reduced |
| South Dakota Investment Council | 71,106 | $4.99M | 0.11% | −1,800−2.5% | Reduced |
| Moran Wealth Management, LLC | 71,027 | $4.98M | 0.18% | −158,509−69.1% | Reduced |
| Crestline Management, LP | 70,252 | $4.93M | 0.46% | −69,314−49.7% | Reduced |
| Coston, McIsaac & Partners | 70,241 | $4.92M | 1.72% | +2,324+3.4% | Added |
| Carson Advisory Inc. | 70,228 | $4.92M | 3.83% | −539−0.8% | Reduced |
| Lido Advisors, LLC | 69,815 | $4.90M | 0.05% | −2,370−3.3% | Reduced |
| Securian Asset Management, Inc | 69,023 | $4.84M | 0.14% | −9,235−11.8% | Reduced |
| Panagora Asset Management Inc | 68,947 | $4.83M | 0.03% | +120.0% | Added |
| Coldstream Capital Management Inc | 68,550 | $4.81M | 0.13% | +2,607+4.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 67,689 | $4.75M | 1.26% | −1,060−1.5% | Reduced |
| Am Investment Strategies LLC | 67,301 | $4.72M | 1.33% | +206+0.3% | Added |
| Intact Investment Management Inc. | 67,200 | $4.71M | 0.19% | 00.0% | Unchanged |
| Brookstone Capital Management | 67,167 | $4.71M | 0.09% | +454+0.7% | Added |
| Moors & Cabot, Inc. | 66,965 | $4.70M | 0.29% | +466+0.7% | Added |
| NBC Securities, Inc. | 66,794 | $4.68M | 0.47% | +6,491+10.8% | Added |
| ING Groep NV | 66,552 | $4.67M | 0.04% | −72,400−52.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 66,516 | $4.66M | 1.27% | +2,256+3.5% | Added |
| Lumbard & Kellner, LLC | 66,501 | $4.66M | 2.70% | +66,501 | New |
| Institutional & Family Asset Management, LLC | 66,499 | $4.66M | 0.77% | −7,057−9.6% | Reduced |
| King Luther Capital Management Corp | 66,350 | $4.65M | 0.02% | +42,397+177.0% | Added |
| Level Four Advisory Services, LLC | 66,229 | $4.64M | 0.26% | +1,676+2.6% | Added |
| Savant Capital, LLC | 65,937 | $4.62M | 0.06% | +2,691+4.3% | Added |
| Louisiana State Employees Retirement System | 65,900 | $4.62M | 0.10% | −1,700−2.5% | Reduced |
| Ellsworth Advisors, LLC | 65,693 | $4.61M | 1.46% | +1,209+1.9% | Added |
| Goelzer Investment Management, Inc. | 64,349 | $4.51M | 0.29% | −169−0.3% | Reduced |
| Baugh & Associates, LLC | 64,344 | $4.51M | 2.59% | −722−1.1% | Reduced |
| Squarepoint Ops LLC | 63,616 | $4.46M | 0.02% | +33,018+107.9% | Added |
| Metis Global Partners, LLC | 63,506 | $4.45M | 0.18% | −1,589−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 63,398 | $4.45M | 0.07% | +5,372+9.3% | Added |
| City Holding Co | 63,006 | $4.42M | 0.71% | +1,093+1.8% | Added |
| Clearbridge Investments, LLC | 62,974 | $4.42M | 0.00% | +1,924+3.2% | Added |
| Shilanski & Associates, Inc. | 62,767 | $4.40M | 1.68% | −728−1.1% | Reduced |
| Ieq Capital, LLC | 62,718 | $4.40M | 0.07% | +3,089+5.2% | Added |
| Montag A & Associates Inc | 62,328 | $4.37M | 0.24% | +810+1.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 62,174 | $4.36M | 0.20% | +6,650+12.0% | Added |
| Stratos Wealth Partners, LTD. | 61,317 | $4.30M | 0.08% | −1,246−2.0% | Reduced |
| Birmingham Capital Management Co Inc | 61,250 | $4.29M | 1.70% | −1,150−1.8% | Reduced |
| Advisors Asset Management, Inc. | 61,150 | $4.29M | 0.09% | −5,810−8.7% | Reduced |
| Foundations Investment Advisors, LLC | 60,006 | $4.23M | 0.11% | −1,920−3.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 60,012 | $4.21M | 0.05% | +15,875+36.0% | Added |
| Bridge Creek Capital Management LLC | 59,946 | $4.20M | 1.46% | +75+0.1% | Added |
| Holocene Advisors, LP | 59,944 | $4.20M | 0.02% | −51,506−46.2% | Reduced |
| Schnieders Capital Management LLC | 59,219 | $4.15M | 0.92% | −4,170−6.6% | Reduced |
| Kestra Private Wealth Services, LLC | 58,391 | $4.09M | 0.10% | +2,353+4.2% | Added |
| Pathway Financial Advisers, LLC | 57,810 | $4.05M | 1.54% | −664−1.1% | Reduced |
| First Bank & Trust | 57,800 | $4.05M | 0.98% | −140−0.2% | Reduced |