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 |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 57,490 | $4.03M | 1.49% | +2,745+5.0% | Added |
| StoneX Group Inc. | 57,316 | $4.02M | 0.40% | +2,438+4.4% | Added |
| New Mexico Educational Retirement Board | 56,687 | $3.98M | 0.15% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 56,236 | $3.94M | 0.44% | +27,734+97.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 56,105 | $3.93M | 1.01% | −644−1.1% | Reduced |
| Simmons Bank | 55,519 | $3.89M | 0.32% | +469+0.9% | Added |
| First Citizens Bank & Trust Co | 55,028 | $3.86M | 0.07% | +11,529+26.5% | Added |
| Planning Capital Management Corp | 54,442 | $3.82M | 2.98% | +54,442 | New |
| Alpine Woods Capital Investors, LLC | 54,120 | $3.79M | 0.57% | +54,120 | New |
| Cresset Asset Management, LLC | 54,079 | $3.79M | 0.02% | −944−1.7% | Reduced |
| FIL Ltd | 53,700 | $3.77M | 0.00% | +53,700 | New |
| Quantinno Capital Management LP | 53,624 | $3.76M | 0.13% | +16,088+42.9% | Added |
| Nordea Investment Management AB | 53,487 | $3.75M | 0.00% | +1,642+3.2% | Added |
| American Trust Investment Advisors, LLC | 52,982 | $3.72M | 1.93% | +837+1.6% | Added |
| Glenmede Trust Co NA | 52,894 | $3.71M | 0.02% | +4,519+9.3% | Added |
| Concurrent Investment Advisors, LLC | 52,228 | $3.66M | 0.17% | +52,228 | New |
| Wealthcare Advisory Partners LLC | 51,833 | $3.63M | 0.14% | +4,708+10.0% | Added |
| TD Private Client Wealth LLC | 51,717 | $3.63M | 0.13% | −8,241−13.7% | Reduced |
| Ameritas Investment Partners, Inc. | 51,349 | $3.60M | 0.13% | +4,114+8.7% | Added |
| Sequoia Financial Advisors, LLC | 51,312 | $3.60M | 0.04% | −3,167−5.8% | Reduced |
| Lincoln National Corp | 51,133 | $3.59M | 0.06% | +581+1.1% | Added |
| Money Concepts Capital Corp | 50,733 | $3.56M | 0.33% | −1,014−2.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 50,157 | $3.52M | 0.11% | +108+0.2% | Added |
| Oakworth Capital, Inc. | 49,805 | $3.49M | 0.28% | −3,513−6.6% | Reduced |
| Laurel Wealth Advisors LLC | 49,751 | $3.49M | 0.67% | +999+2.0% | Added |
| All Terrain Financial Advisors, LLC | 49,172 | $3.45M | 1.59% | +90+0.2% | Added |
| Apollon Wealth Management, LLC | 49,076 | $3.44M | 0.12% | +13,253+37.0% | Added |
| Shelton Capital Management | 49,009 | $3.44M | 0.11% | −10,266−17.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 48,998 | $3.44M | 0.21% | +5,321+12.2% | Added |
| Sugarloaf Wealth Management, LLC | 48,857 | $3.43M | 0.83% | −402−0.8% | Reduced |
| Stratos Wealth Advisors, LLC | 48,405 | $3.39M | 0.20% | −5,356−10.0% | Reduced |
| Greatmark Investment Partners, Inc. | 48,327 | $3.39M | 0.53% | +444+0.9% | Added |
| Steward Partners Investment Solutions, LLC | 48,234 | $3.38M | 1.41% | +48,234 | New |
| Meridian Wealth Management, LLC | 47,826 | $3.35M | 0.21% | +34,813+267.5% | Added |
| Trinity Legacy Partners, LLC | 47,247 | $3.31M | 1.04% | −575−1.2% | Reduced |
| First National Trust Co | 47,009 | $3.30M | 0.14% | −424−0.9% | Reduced |
| Putnam Investments LLC | 46,622 | $3.27M | 0.00% | −1,233−2.6% | Reduced |
| Main Street Financial Solutions, LLC | 46,211 | $3.24M | 0.42% | +661+1.5% | Added |
| Waters Parkerson & Co., LLC | 45,666 | $3.20M | 0.18% | +21,438+88.5% | Added |
| Signaturefd, LLC | 45,548 | $3.19M | 0.07% | +375+0.8% | Added |
| Palisade Asset Management, LLC | 45,394 | $3.18M | 0.35% | −2,180−4.6% | Reduced |
| Csenge Advisory Group | 45,338 | $3.18M | 0.20% | −925−2.0% | Reduced |
| Red Cedar Investment Management, LLC | 44,897 | $3.15M | 0.45% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 44,876 | $3.15M | 0.37% | −201−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 44,771 | $3.14M | 0.05% | −3,256−6.8% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 44,707 | $3.13M | 1.87% | −85−0.2% | Reduced |
| Metropolitan Life Insurance Co | 44,393 | $3.11M | 0.15% | −727−1.6% | Reduced |
| Fulton Bank, N.A. | 44,116 | $3.09M | 0.14% | −138−0.3% | Reduced |
| Canandaigua National Bank & Trust Co | 44,103 | $3.09M | 0.48% | −1,347−3.0% | Reduced |
| Profund Advisors LLC | 44,091 | $3.09M | 0.13% | −1,152−2.5% | Reduced |
| Capital Investment Counsel, LLC | 43,919 | $3.08M | 1.16% | +43,919 | New |
| MTM Investment Management, LLC | 43,852 | $3.07M | 1.41% | +36+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,793 | $3.07M | 0.33% | +687+1.6% | Added |
| Tokio Marine Asset Management Co Ltd | 43,747 | $3.07M | 0.17% | +1,417+3.3% | Added |
| Richard Bernstein Advisors LLC | 43,628 | $3.06M | 0.07% | −10,411−19.3% | Reduced |
| Shorepoint Capital Partners LLC | 43,392 | $3.04M | 0.82% | +1,890+4.6% | Added |
| Lakeview Capital Partners, LLC | 43,209 | $3.03M | 0.54% | −99−0.2% | Reduced |
| LongView Wealth Management | 42,137 | $3.03M | 1.35% | +42,137 | New |
| Cary Street Partner Investment Advisory LLC | 43,030 | $3.02M | 0.14% | +940+2.2% | Added |
| Rench Wealth Management, Inc. | 42,637 | $2.99M | 1.26% | −483−1.1% | Reduced |
| OneAscent Wealth Management LLC | 42,205 | $2.96M | 1.18% | +1,888+4.7% | Added |
| Virginia Wealth Management Group, Inc. | 41,780 | $2.93M | 2.56% | −20,194−32.6% | Reduced |
| Morton Community Bank | 41,185 | $2.89M | 0.94% | +41,185 | New |
| Los Angeles Capital Management LLC | 40,634 | $2.85M | 0.01% | +375+0.9% | Added |
| Equitable Holdings, Inc. | 40,616 | $2.85M | 0.04% | +4,132+11.3% | Added |
| Merit Financial Group, LLC | 40,343 | $2.83M | 0.09% | +5,195+14.8% | Added |
| Clarkston Capital Partners, LLC | 40,262 | $2.82M | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 40,077 | $2.81M | 0.14% | −1,240−3.0% | Reduced |
| GYL Financial Synergies, LLC | 40,075 | $2.81M | 0.23% | +1,477+3.8% | Added |
| Tiaa Trust, National Association | 39,842 | $2.79M | 0.01% | −724−1.8% | Reduced |
| Raleigh Capital Management Inc. | 39,834 | $2.79M | 1.30% | −980−2.4% | Reduced |
| Dearborn Partners LLC | 39,829 | $2.79M | 0.10% | +90.0% | Added |
| Wesbanco Bank Inc | 39,801 | $2.79M | 0.16% | −14,198−26.3% | Reduced |
| Walleye Capital LLC | 39,539 | $2.77M | 0.04% | −121,020−75.4% | Reduced |
| Brick & Kyle, Associates | 39,534 | $2.77M | 1.38% | −494−1.2% | Reduced |
| Providence Capital Advisors, LLC | 39,092 | $2.74M | 0.66% | +37,503+2,360.2% | Added |
| Verition Fund Management LLC | 39,064 | $2.74M | 0.03% | −866,438−95.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 38,910 | $2.73M | 0.59% | −1,520−3.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 38,854 | $2.72M | 0.19% | +2,066+5.6% | Added |
| Ronald Blue Trust, Inc. | 42,045 | $2.72M | 0.04% | +4,945+13.3% | Added |
| Sovereign Financial Group, Inc. | 38,743 | $2.72M | 0.83% | −635−1.6% | Reduced |
| Great Lakes Advisors, LLC | 38,590 | $2.71M | 0.03% | −15,507−28.7% | Reduced |
| Miller Howard Investments Inc | 38,465 | $2.70M | 0.09% | −5,439−12.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,320 | $2.69M | 0.01% | +60+0.2% | Added |
| Mainstay Capital Management LLC | 37,992 | $2.66M | 0.51% | +6,125+19.2% | Added |
| Mitchell Sinkler & Starr | 37,850 | $2.65M | 0.48% | +11,607+44.2% | Added |
| Park Avenue Securities LLC | 37,697 | $2.64M | 0.04% | +241+0.6% | Added |
| Eudaimonia Advisors LLC | 37,649 | $2.64M | 1.71% | −30.0% | Reduced |
| Illinois Municipal Retirement Fund | 37,607 | $2.64M | 0.04% | −70,212−65.1% | Reduced |
| Empirical Finance, LLC | 37,571 | $2.63M | 0.18% | +287+0.8% | Added |
| Family Legacy, Inc. | 37,538 | $2.63M | 1.00% | −56−0.1% | Reduced |
| United Bank | 37,188 | $2.61M | 1.44% | −431−1.1% | Reduced |
| McRae Capital Management Inc | 37,154 | $2.61M | 0.65% | −1,050−2.7% | Reduced |
| Bokf, NA | 37,075 | $2.60M | 0.05% | −78−0.2% | Reduced |
| TrueWealth Advisors, LLC | 37,061 | $2.60M | 1.01% | +12,932+53.6% | Added |
| Lantz Financial LLC | 36,884 | $2.59M | 0.93% | −2,281−5.8% | Reduced |
| HighPoint Advisor Group LLC | 37,062 | $2.58M | 0.19% | +37,062 | New |
| Norinchukin Bank, The | 36,764 | $2.58M | 0.06% | −1,223−3.2% | Reduced |
| Woodmont Investment Counsel LLC | 36,742 | $2.58M | 0.24% | −809−2.2% | Reduced |
| Harbour Trust & Investment Management Co | 36,547 | $2.56M | 0.36% | +36,547 | New |