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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,566 | $2.56M | 0.03% | +1,254+3.6% | Added |
| Brown Advisory Inc | 36,499 | $2.56M | 0.00% | +5,018+15.9% | Added |
| Resources Investment Advisors, LLC. | 36,345 | $2.55M | 0.04% | +2,651+7.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 36,321 | $2.55M | 1.57% | −2,307−6.0% | Reduced |
| Everence Capital Management Inc | 36,061 | $2.53M | 0.18% | 00.0% | Unchanged |
| Bailard, Inc. | 36,048 | $2.53M | 0.07% | −481−1.3% | Reduced |
| Quantitative Investment Management, LLC | 36,026 | $2.53M | 0.15% | +36,026 | New |
| Private Capital Management, LLC | 35,582 | $2.49M | 0.28% | +28,000+369.3% | Added |
| Essex Financial Services, Inc. | 35,492 | $2.49M | 0.26% | −508−1.4% | Reduced |
| Peapack Gladstone Financial Corp | 35,389 | $2.48M | 0.04% | −50−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 35,266 | $2.47M | 0.47% | +1,431+4.2% | Added |
| Courier Capital LLC | 35,091 | $2.46M | 0.19% | +984+2.9% | Added |
| Day & Ennis, LLC | 34,759 | $2.44M | 0.86% | +43+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,521 | $2.42M | 0.06% | +100+0.3% | Added |
| Compagnie Lombard Odier SCmA | 34,500 | $2.42M | 0.04% | +34,500 | New |
| Nicholas Hoffman & Company, LLC. | 34,196 | $2.40M | 0.14% | +666+2.0% | Added |
| Great Valley Advisor Group, Inc. | 33,914 | $2.38M | 0.08% | +7,818+30.0% | Added |
| Rothschild Investment LLC | 33,859 | $2.37M | 0.20% | +33,859 | New |
| KCM Investment Advisors LLC | 33,097 | $2.32M | 0.09% | −1,500−4.3% | Reduced |
| United Services Automobile Association | 32,889 | $2.31M | 0.05% | +872+2.7% | Added |
| Johnson Investment Counsel Inc | 32,770 | $2.30M | 0.03% | +796+2.5% | Added |
| Hayek Kallen Investment Management | 32,635 | $2.29M | 0.96% | −420−1.3% | Reduced |
| Armor Investment Advisors, LLC | 32,622 | $2.29M | 1.21% | −3,001−8.4% | Reduced |
| Leelyn Smith, LLC | 32,607 | $2.29M | 0.50% | −1,746−5.1% | Reduced |
| Vectors Research Management, LLC | 32,597 | $2.29M | 0.64% | −320−1.0% | Reduced |
| Hartford Financial Management Inc. | 32,447 | $2.28M | 0.52% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 32,402 | $2.27M | 0.14% | +297+0.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.26M | 0.00% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 32,245 | $2.26M | 0.52% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 32,225 | $2.26M | 0.12% | +2,611+8.8% | Added |
| Prudential PLC | 32,159 | $2.25M | 0.02% | −155−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 31,992 | $2.24M | 0.57% | +36+0.1% | Added |
| Robbins Farley LLC | 31,550 | $2.21M | 1.39% | +574+1.9% | Added |
| CIBC World Markets Inc. | 31,482 | $2.21M | 0.01% | −2,913−8.5% | Reduced |
| Forte Capital LLC | 31,320 | $2.20M | 0.30% | −509−1.6% | Reduced |
| Holderness Investments Co | 31,200 | $2.19M | 0.60% | +7,837+33.5% | Added |
| Texas Yale Capital Corp. | 31,115 | $2.18M | 0.10% | +1,410+4.7% | Added |
| Greenleaf Trust | 31,112 | $2.18M | 0.02% | +2,747+9.7% | Added |
| Wealthspire Advisors, LLC | 31,106 | $2.18M | 0.03% | +9,434+43.5% | Added |
| Green Square Capital Advisors LLC | 31,094 | $2.18M | 0.29% | −624−2.0% | Reduced |
| Broadwater Capital Management LLC | 30,979 | $2.17M | 1.70% | +30,979 | New |
| Bank of Hawaii | 30,704 | $2.15M | 0.12% | +730+2.4% | Added |
| Biltmore Family Office, LLC | 30,652 | $2.15M | 0.44% | −5,577−15.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,575 | $2.14M | 0.19% | −110.0% | Reduced |
| Sigma Planning Corp | 30,332 | $2.13M | 0.17% | −33,564−52.5% | Reduced |
| South State Corp. | 30,213 | $2.12M | 0.18% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 30,170 | $2.12M | 0.33% | −650−2.1% | Reduced |
| United Community Bank | 30,018 | $2.10M | 0.89% | −1,389−4.4% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.10M | 0.09% | 00.0% | Unchanged |
| Focus Financial Network Inc | 29,918 | $2.10M | 0.08% | +29,918 | New |
| Wills Financial Group, Inc. | 29,768 | $2.09M | 1.05% | −1,840−5.8% | Reduced |
| Venture Visionary Partners LLC | 29,746 | $2.09M | 0.11% | +132+0.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,474 | $2.07M | 0.24% | −301−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 29,429 | $2.06M | 0.02% | +2,446+9.1% | Added |
| Jacobi Capital Management LLC | 29,248 | $2.05M | 0.21% | +493+1.7% | Added |
| Centaurus Financial, Inc. | 29,096 | $2.04M | 0.15% | −2,371−7.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 29,046 | $2.04M | 0.08% | +29,046 | New |
| Donaldson Capital Management, LLC | 29,010 | $2.03M | 0.09% | −2,164−6.9% | Reduced |
| Proequities, Inc. | 28,943 | $2.03M | 0.15% | +419+1.5% | Added |
| Verdence Capital Advisors LLC | 28,875 | $2.02M | 0.20% | −17−0.1% | Reduced |
| Toroso Investments, LLC | 28,692 | $2.01M | 0.05% | +7,721+36.8% | Added |
| First County Bank | 28,682 | $2.01M | 0.97% | −5,322−15.7% | Reduced |
| Equitable Trust Co | 28,645 | $2.01M | 0.15% | +4,884+20.6% | Added |
| Diversified, LLC | 28,367 | $1.99M | 0.43% | +550+2.0% | Added |
| Harbour Investments, Inc. | 28,310 | $1.99M | 0.08% | +1,226+4.5% | Added |
| First City Capital Management, Inc. | 28,272 | $1.98M | 1.15% | +145+0.5% | Added |
| FJ Investments, LLC | 28,083 | $1.97M | 0.09% | +28,083 | New |
| Dynamic Technology Lab Private Ltd | 28,002 | $1.96M | 0.21% | +5,466+24.3% | Added |
| Imprint Wealth LLC | 27,903 | $1.96M | 1.57% | −425−1.5% | Reduced |
| Veriti Management LLC | 27,890 | $1.96M | 0.18% | +4,297+18.2% | Added |
| Hancock Whitney Corp | 27,890 | $1.96M | 0.07% | −792−2.8% | Reduced |
| NBT Bank N A | 27,843 | $1.95M | 0.15% | +2,847+11.4% | Added |
| First Personal Financial Services | 27,776 | $1.95M | 0.47% | +25,593+1,172.4% | Added |
| Rockline Wealth Management, LLC | 27,744 | $1.95M | 0.81% | +27,744 | New |
| 1832 Asset Management L.P. | 27,645 | $1.94M | 0.00% | +805+3.0% | Added |
| Snowden Capital Advisors LLC | 27,581 | $1.93M | 0.07% | −70.0% | Reduced |
| TFG Advisers LLC | 27,573 | $1.93M | 0.81% | +679+2.5% | Added |
| Adalta Capital Management LLC | 27,261 | $1.91M | 1.16% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 27,021 | $1.89M | 0.11% | +3,646+15.6% | Added |
| Essex LLC | 26,975 | $1.89M | 0.47% | +442+1.7% | Added |
| Mutual Advisors, LLC | 26,932 | $1.89M | 0.07% | +1,580+6.2% | Added |
| Assenagon Asset Management S.A. | 26,917 | $1.89M | 0.01% | +2,800+11.6% | Added |
| Kingsview Wealth Management, LLC | 26,659 | $1.87M | 0.06% | −1,894−6.6% | Reduced |
| EverSource Wealth Advisors, LLC | 26,558 | $1.86M | 0.17% | +12,478+88.6% | Added |
| Argyle Capital Management Inc. | 26,471 | $1.86M | 0.77% | −7,000−20.9% | Reduced |
| Private Trust Co NA | 26,468 | $1.86M | 0.22% | +3,920+17.4% | Added |
| Regal Investment Advisors LLC | 26,465 | $1.86M | 0.14% | −729−2.7% | Reduced |
| Smith Group Asset Management, LLC | 26,178 | $1.84M | 0.11% | +26,178 | New |
| Kingswood Wealth Advisors, LLC | 25,962 | $1.82M | 0.21% | +18,717+258.3% | Added |
| Old Port Advisors | 25,806 | $1.81M | 0.60% | +151+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,728 | $1.80M | 0.35% | +3,390+15.2% | Added |
| John G Ullman & Associates Inc | 25,700 | $1.80M | 0.29% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 25,679 | $1.80M | 0.02% | +25,679 | New |
| Keene & Associates, Inc. | 25,576 | $1.79M | 1.49% | +243+1.0% | Added |
| Investment Management Corp of Ontario | 25,442 | $1.78M | 0.04% | +25,442 | New |
| Cubist Systematic Strategies, LLC | 25,381 | $1.78M | 0.02% | +25,381 | New |
| Edgestream Partners, L.P. | 25,116 | $1.76M | 0.13% | +9,650+62.4% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.75M | 0.18% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 24,958 | $1.75M | 0.08% | −30−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 24,870 | $1.74M | 0.28% | +120+0.5% | Added |