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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 18,065 | $1.27M | 0.23% | −780−4.1% | Reduced |
| Ignite Planners, LLC | 17,858 | $1.27M | 0.38% | −1,658−8.5% | Reduced |
| ICW Investment Advisors LLC | 18,004 | $1.26M | 0.61% | +266+1.5% | Added |
| Empowered Funds, LLC | 17,953 | $1.26M | 0.03% | −375−2.0% | Reduced |
| Wealth Alliance | 17,952 | $1.26M | 0.18% | −105−0.6% | Reduced |
| First United Bank Trust | 17,793 | $1.25M | 0.50% | +1,755+10.9% | Added |
| Benedict Financial Advisors Inc | 17,721 | $1.24M | 0.34% | −70.0% | Reduced |
| Boston Private Wealth LLC | 17,711 | $1.24M | 0.03% | +1,424+8.7% | Added |
| Strategic Blueprint, LLC | 17,639 | $1.24M | 0.10% | −6,144−25.8% | Reduced |
| Pacitti Group Inc. | 17,600 | $1.23M | 0.77% | +626+3.7% | Added |
| Bristlecone Advisors, LLC | 17,584 | $1.23M | 0.12% | +202+1.2% | Added |
| Delta Asset Management LLC | 17,515 | $1.23M | 0.12% | +29+0.2% | Added |
| Symphony Financial, Ltd. Co. | 17,303 | $1.22M | 0.26% | +4,254+32.6% | Added |
| Sandy Spring Bank | 17,312 | $1.21M | 0.06% | +34+0.2% | Added |
| Means Investment Co., Inc. | 17,224 | $1.21M | 0.17% | −459−2.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 17,218 | $1.21M | 0.54% | +2,288+15.3% | Added |
| Centennial Bank | 17,198 | $1.21M | 0.72% | +69+0.4% | Added |
| HHM Wealth Advisors, LLC | 17,197 | $1.21M | 0.21% | +200+1.2% | Added |
| International Assets Investment Management, LLC | 17,107 | $1.20M | 0.15% | −1,625−8.7% | Reduced |
| Trust Point Inc. | 17,069 | $1.20M | 0.10% | +17,069 | New |
| Derbend Asset Management | 17,031 | $1.19M | 0.69% | −289−1.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.19M | 0.16% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 16,885 | $1.19M | 0.37% | +90+0.5% | Added |
| Jeppson Wealth Management, LLC | 16,965 | $1.19M | 0.49% | +5,394+46.6% | Added |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.18M | 0.05% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 16,792 | $1.18M | 0.48% | +16,792 | New |
| Cullen/Frost Bankers, Inc. | 16,791 | $1.18M | 0.02% | −9,694−36.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,700 | $1.17M | 0.01% | −473,657−96.6% | Reduced |
| Hills Bank & Trust Co | 16,652 | $1.17M | 0.11% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 16,585 | $1.16M | 0.13% | −250−1.5% | Reduced |
| Aviva PLC | 16,572 | $1.16M | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 16,562 | $1.16M | 0.01% | +16,562 | New |
| Procyon Private Wealth Partners, LLC | 16,507 | $1.16M | 0.10% | −354−2.1% | Reduced |
| LMG Wealth Partners, LLC | 16,500 | $1.16M | 0.32% | +1,771+12.0% | Added |
| LVZ Advisors, Inc. | 16,487 | $1.16M | 0.16% | +2,820+20.6% | Added |
| Ipswich Investment Management Co., Inc. | 16,421 | $1.15M | 0.29% | +256+1.6% | Added |
| Griffin Asset Management, Inc. | 16,368 | $1.15M | 0.15% | −60−0.4% | Reduced |
| High Net Worth Advisory Group LLC | 16,364 | $1.15M | 0.43% | −1,990−10.8% | Reduced |
| CapWealth Advisors, LLC | 16,270 | $1.14M | 0.14% | −1,515−8.5% | Reduced |
| Gleason Group, Inc. | 16,256 | $1.14M | 0.26% | +158+1.0% | Added |
| Wexford Capital LP | 16,158 | $1.13M | 0.24% | −26,172−61.8% | Reduced |
| Meeder Advisory Services, Inc. | 16,091 | $1.13M | 0.13% | +2,097+15.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 16,001 | $1.12M | 1.07% | −305−1.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 15,997 | $1.12M | 0.46% | −175−1.1% | Reduced |
| Engineers Gate Manager LP | 15,984 | $1.12M | 0.03% | +12,337+338.3% | Added |
| Connectus Wealth, LLC | 15,910 | $1.12M | 0.02% | −156−1.0% | Reduced |
| Adirondack Trust Co | 16,555 | $1.11M | 0.48% | −893−5.1% | Reduced |
| Stokes Family Office, LLC | 15,810 | $1.11M | 0.15% | −3,940−19.9% | Reduced |
| Old National Bancorp | 15,788 | $1.11M | 0.03% | −3,313−17.3% | Reduced |
| FinTrust Capital Advisors, LLC | 15,608 | $1.09M | 0.22% | −4,015−20.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,549 | $1.09M | 0.29% | −812−5.0% | Reduced |
| Trustco Bank Corp N Y | 15,533 | $1.09M | 1.18% | −1,885−10.8% | Reduced |
| NEOS Investment Management LLC | 15,463 | $1.08M | 0.10% | +4,304+38.6% | Added |
| TrinityPoint Wealth, LLC | 15,440 | $1.08M | 0.20% | −632−3.9% | Reduced |
| Axxcess Wealth Management, LLC | 15,434 | $1.08M | 0.03% | −1,224−7.3% | Reduced |
| IFP Advisors, Inc | 15,399 | $1.08M | 0.05% | −7,358−32.3% | Reduced |
| Powers Advisory Group, LLC | 15,348 | $1.08M | 0.66% | −149−1.0% | Reduced |
| Register Financial Advisors LLC | 15,344 | $1.08M | 0.72% | +7,393+93.0% | Added |
| Archford Capital Strategies, LLC | 15,279 | $1.07M | 0.20% | −1,485−8.9% | Reduced |
| Highline Wealth Partners LLC | 15,171 | $1.06M | 0.52% | +110+0.7% | Added |
| Citizens Financial Group Inc | 15,132 | $1.06M | 0.04% | +5,817+62.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 15,131 | $1.06M | 0.81% | +15,131 | New |
| Busey Wealth Management | 15,094 | $1.06M | 0.04% | −1,142−7.0% | Reduced |
| Diversified Trust Co | 15,053 | $1.06M | 0.04% | +471+3.2% | Added |
| RDA Financial Network | 15,009 | $1.05M | 0.40% | +639+4.4% | Added |
| RSM US Wealth Management LLC | 14,979 | $1.05M | 0.03% | +4,424+41.9% | Added |
| Bank Ozk | 14,975 | $1.05M | 0.51% | −100−0.7% | Reduced |
| Qsemble Capital Management, LP | 14,968 | $1.05M | 0.26% | +3,568+31.3% | Added |
| Personal Cfo Solutions, LLC | 14,941 | $1.05M | 0.18% | +47+0.3% | Added |
| Global Retirement Partners, LLC | 14,856 | $1.04M | 0.04% | +819+5.8% | Added |
| Valeo Financial Advisors, LLC | 14,778 | $1.04M | 0.04% | +2,338+18.8% | Added |
| Kovack Advisors, Inc. | 14,769 | $1.04M | 0.12% | +1,802+13.9% | Added |
| L.M. Kohn & Company | 14,740 | $1.03M | 0.33% | −1,001−6.4% | Reduced |
| Patton Albertson Miller Group, LLC | 14,728 | $1.03M | 0.17% | −430−2.8% | Reduced |
| DMG Group, LLC | 14,629 | $1.03M | 0.97% | −2,306−13.6% | Reduced |
| Rowland & Co Investment Counsel | 14,595 | $1.02M | 0.23% | −910−5.9% | Reduced |
| Asset Advisors Investment Management, LLC | 14,559 | $1.02M | 0.12% | −1,500−9.3% | Reduced |
| Strategic Planning Group, LLC | 14,485 | $1.02M | 0.34% | +14,485 | New |
| Guardian Investment Management | 14,410 | $1.01M | 0.86% | −500−3.4% | Reduced |
| D L Carlson Investment Group Inc | 15,109 | $1.01M | 0.21% | −12,950−46.2% | Reduced |
| Sheets Smith Wealth Management | 14,359 | $1.01M | 0.14% | −684−4.5% | Reduced |
| Ti-Trust, Inc | 14,210 | $996.4K | 0.88% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 14,193 | $995.3K | 0.20% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 14,094 | $988.3K | 0.22% | +9+0.1% | Added |
| Chemung Canal Trust Co | 14,083 | $987.5K | 0.20% | −217−1.5% | Reduced |
| Integrated Advisors Network LLC | 14,076 | $987.0K | 0.06% | +222+1.6% | Added |
| Burney Co | 14,066 | $986.3K | 0.04% | −298−2.1% | Reduced |
| Cape Investment Advisory, Inc. | 14,057 | $985.6K | 0.48% | −545−3.7% | Reduced |
| Silvercrest Asset Management Group LLC | 14,023 | $983.3K | 0.01% | +399+2.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 13,966 | $979.0K | 0.50% | +685+5.2% | Added |
| SignalPoint Asset Management, LLC | 13,924 | $976.0K | 0.29% | +30.0% | Added |
| Silver Oak Securities, Inc | 13,911 | $975.4K | 0.13% | +181+1.3% | Added |
| Red Door Wealth Management, LLC | 13,888 | $973.8K | 0.21% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 13,832 | $969.9K | 0.32% | −663−4.6% | Reduced |
| Coastal Investment Advisors, Inc. | 13,830 | $969.8K | 0.22% | +418+3.1% | Added |
| West Bancorporation Inc | 13,820 | $969.1K | 0.63% | 00.0% | Unchanged |
| Columbus Macro, LLC | 13,704 | $964.9K | 0.38% | −239−1.7% | Reduced |
| Earnest Partners LLC | 13,746 | $963.9K | 0.00% | −333−2.4% | Reduced |
| Evercore Wealth Management, LLC | 13,700 | $960.6K | 0.02% | −215−1.5% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $958.3K | 0.38% | 00.0% | Unchanged |