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 |
|---|---|---|---|---|---|
| Nepsis, Inc. | 24,844 | $1.74M | 0.50% | −918−3.6% | Reduced |
| Asset Dedication, LLC | 24,815 | $1.74M | 0.14% | −312−1.2% | Reduced |
| Azimuth Capital Investment Management LLC | 24,809 | $1.74M | 0.08% | −851−3.3% | Reduced |
| LBMC Investment Advisors, LLC | 24,611 | $1.73M | 0.16% | −3,024−10.9% | Reduced |
| Stolper Co | 24,517 | $1.72M | 0.69% | −279−1.1% | Reduced |
| Capital Square, LLC | 24,497 | $1.72M | 1.94% | −499−2.0% | Reduced |
| Capital Investment Advisory Services, LLC | 24,411 | $1.71M | 0.16% | +4,351+21.7% | Added |
| Financial Advisory Service, Inc. | 24,362 | $1.71M | 0.16% | +21,250+682.8% | Added |
| Sawtooth Solutions, LLC | 24,352 | $1.71M | 0.05% | −44−0.2% | Reduced |
| Bleakley Financial Group, LLC | 24,352 | $1.71M | 0.05% | −44−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,273 | $1.70M | 0.16% | −10,142−29.5% | Reduced |
| Citizens National Bank Trust Department | 24,131 | $1.69M | 0.43% | −125−0.5% | Reduced |
| apricus wealth, LLC | 23,970 | $1.68M | 1.28% | +16,865+237.4% | Added |
| Allworth Financial LP | 23,904 | $1.68M | 0.01% | +704+3.0% | Added |
| Linden Thomas Advisory Services, LLC | 23,779 | $1.67M | 0.31% | +1,115+4.9% | Added |
| NTV Asset Management LLC | 23,771 | $1.67M | 0.28% | −890−3.6% | Reduced |
| Pearl River Capital, LLC | 23,663 | $1.66M | 0.27% | +23,663 | New |
| Stock Yards Bank & Trust Co | 23,575 | $1.65M | 0.06% | −999−4.1% | Reduced |
| Tyche Wealth Partners LLC | 23,550 | $1.65M | 0.40% | +23,550 | New |
| Peoples Financial Services Corp. | 23,325 | $1.64M | 0.71% | −257−1.1% | Reduced |
| Concord Wealth Partners | 23,308 | $1.63M | 0.33% | +2,611+12.6% | Added |
| JPL Wealth Management, LLC | 23,275 | $1.63M | 1.18% | +23,275 | New |
| Claro Advisors LLC | 23,200 | $1.63M | 0.35% | −1,150−4.7% | Reduced |
| Brown Brothers Harriman & Co | 22,619 | $1.59M | 0.01% | −726−3.1% | Reduced |
| Weiss Asset Management LP | 22,551 | $1.58M | 0.11% | −24,277−51.8% | Reduced |
| Perigon Wealth Management, LLC | 22,460 | $1.57M | 0.05% | +11,152+98.6% | Added |
| Consolidated Planning Corp | 22,445 | $1.57M | 0.29% | −148−0.7% | Reduced |
| HF Advisory Group, LLC | 22,329 | $1.57M | 1.00% | +303+1.4% | Added |
| Hudson Valley Investment Advisors Inc | 21,654 | $1.56M | 0.21% | +3,524+19.4% | Added |
| Nomura Holdings Inc | 22,065 | $1.55M | 0.01% | +22,065 | New |
| ZWJ Investment Counsel Inc | 22,012 | $1.54M | 0.08% | −41−0.2% | Reduced |
| Farmers & Merchants Investments Inc | 22,008 | $1.54M | 0.06% | +112+0.5% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.53M | 0.06% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 21,700 | $1.52M | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 21,628 | $1.52M | 0.29% | −12−0.1% | Reduced |
| Advisors Capital Management, LLC | 21,567 | $1.51M | 0.03% | +191+0.9% | Added |
| Davis Capital Management | 21,453 | $1.50M | 1.44% | +21,453 | New |
| Trust Co of Vermont | 21,379 | $1.50M | 0.10% | −1,399−6.1% | Reduced |
| Huber Capital Management LLC | 21,300 | $1.49M | 0.38% | −7,000−24.7% | Reduced |
| Northern Oak Wealth Management Inc | 21,254 | $1.49M | 0.18% | −213−1.0% | Reduced |
| Sumitomo Life Insurance Co | 21,227 | $1.49M | 0.05% | −1,102−4.9% | Reduced |
| RFP Financial Group LLC | 21,094 | $1.48M | 0.61% | +70.0% | Added |
| Smith Chas P & Associates Pa Cpas | 20,985 | $1.47M | 0.10% | +18+0.1% | Added |
| Gunn & Co Investment Management, Inc. | 20,985 | $1.47M | 0.10% | +20,985 | New |
| Southeast Asset Advisors Inc. | 20,944 | $1.47M | 0.19% | −41−0.2% | Reduced |
| Vident Advisory, LLC | 20,774 | $1.46M | 0.04% | +5,090+32.5% | Added |
| Oak Harbor Wealth Partners, LLC | 20,774 | $1.46M | 0.49% | −528−2.5% | Reduced |
| Patten & Patten Inc | 20,736 | $1.45M | 0.12% | +150+0.7% | Added |
| We Are One Seven, LLC | 20,695 | $1.45M | 0.08% | +5,359+34.9% | Added |
| Parsons Capital Management Inc | 20,653 | $1.45M | 0.10% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 20,643 | $1.45M | 0.54% | +527+2.6% | Added |
| Smith, Moore & Co. | 20,609 | $1.45M | 0.17% | −817−3.8% | Reduced |
| SeaCrest Wealth Management, LLC | 20,086 | $1.44M | 0.18% | +402+2.0% | Added |
| Wellington Shields & Co., LLC | 20,486 | $1.44M | 0.53% | −260−1.3% | Reduced |
| Ethic Inc. | 20,448 | $1.43M | 0.04% | +569+2.9% | Added |
| Burns J W & Co Inc | 20,415 | $1.43M | 0.21% | −465−2.2% | Reduced |
| Naviter Wealth, LLC | 20,259 | $1.42M | 0.29% | +4,400+27.7% | Added |
| Canal Insurance CO | 20,000 | $1.40M | 0.39% | 00.0% | Unchanged |
| Horizon Investments, LLC | 19,992 | $1.40M | 0.04% | +11,979+149.5% | Added |
| Glenview Trust Co | 19,979 | $1.40M | 0.03% | −890−4.3% | Reduced |
| Good Life Advisors, LLC | 19,956 | $1.40M | 0.14% | +149+0.8% | Added |
| Hilltop Holdings Inc. | 19,892 | $1.39M | 0.16% | −857−4.1% | Reduced |
| Cullen Investment Group, Ltd. | 19,870 | $1.39M | 0.24% | +19,870 | New |
| Mayfair Advisory Group, LLC | 19,609 | $1.39M | 1.18% | +18+0.1% | Added |
| Romano Brothers and Company | 19,779 | $1.39M | 0.21% | +375+1.9% | Added |
| Mather Group, LLC. | 19,672 | $1.38M | 0.02% | +1,173+6.3% | Added |
| Wedbush Securities Inc | 19,641 | $1.38M | 0.06% | +268+1.4% | Added |
| MSH Capital Advisors LLC | 19,622 | $1.38M | 0.51% | −154−0.8% | Reduced |
| Western Wealth Management, LLC | 19,567 | $1.37M | 0.10% | +1,352+7.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 19,477 | $1.37M | 0.03% | −4,788−19.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,358 | $1.36M | 0.93% | +52+0.3% | Added |
| Farmers National Bank | 19,349 | $1.36M | 0.44% | −1,460−7.0% | Reduced |
| CAPROCK Group, Inc. | 19,337 | $1.36M | 0.09% | +2,649+15.9% | Added |
| BancorpSouth Bank | 19,117 | $1.34M | 0.11% | +2,532+15.3% | Added |
| Concord Asset Management, LLC | 19,035 | $1.33M | 0.39% | +6,354+50.1% | Added |
| Abbrea Capital, LLC | 19,027 | $1.33M | 0.19% | +850+4.7% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.33M | 0.25% | 00.0% | Unchanged |
| Principal Securities, Inc. | 18,896 | $1.32M | 0.05% | +18,896 | New |
| NorthRock Partners, LLC | 18,882 | $1.32M | 0.06% | +9,834+108.7% | Added |
| SevenBridge Financial Group, LLC | 18,882 | $1.32M | 0.31% | −1,805−8.7% | Reduced |
| Eagle Rock Investment Company, LLC | 18,873 | $1.32M | 0.27% | −200−1.0% | Reduced |
| Shell Asset Management Co | 18,825 | $1.32M | 0.06% | −9,881−34.4% | Reduced |
| Wetherby Asset Management Inc | 18,799 | $1.32M | 0.07% | −1,184−5.9% | Reduced |
| Creative Financial Designs Inc | 18,781 | $1.32M | 0.13% | −216−1.1% | Reduced |
| Salem Investment Counselors Inc | 18,732 | $1.31M | 0.05% | −87−0.5% | Reduced |
| Westpac Banking Corp | 18,722 | $1.31M | 0.11% | +1,354+7.8% | Added |
| Assetmark, Inc | 18,705 | $1.31M | 0.00% | +3,367+22.0% | Added |
| Sculati Wealth Management, LLC | 18,605 | $1.30M | 0.61% | −1,610−8.0% | Reduced |
| Woodstock Corp | 18,560 | $1.30M | 0.15% | +472+2.6% | Added |
| Spreng Capital Management, Inc. | 18,523 | $1.30M | 0.81% | −422−2.2% | Reduced |
| Arete Wealth Advisors, LLC | 18,461 | $1.29M | 0.10% | +1,450+8.5% | Added |
| Mystic Asset Management, Inc. | 18,458 | $1.29M | 0.62% | +852+4.8% | Added |
| Ci Investments Inc. | 18,331 | $1.28M | 0.01% | +4,390+31.5% | Added |
| Regent Peak Wealth Advisors LLC | 18,265 | $1.28M | 0.35% | −4,649−20.3% | Reduced |
| Geneos Wealth Management Inc. | 18,264 | $1.28M | 0.06% | −5,518−23.2% | Reduced |
| Moody National Bank Trust Division | 18,256 | $1.28M | 0.10% | −10,382−36.3% | Reduced |
| SWAN Capital LLC | 18,246 | $1.28M | 0.81% | −20.0% | Reduced |
| Monte Financial Group, LLC | 18,124 | $1.27M | 0.59% | 00.0% | Unchanged |
| Philadelphia Trust Co | 18,095 | $1.27M | 0.12% | −1,450−7.4% | Reduced |
| Reuter James Wealth Management, LLC | 18,077 | $1.27M | 0.86% | −399−2.2% | Reduced |