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 |
|---|---|---|---|---|---|
| United Bank | 13,600 | $953.6K | 0.12% | 00.0% | Unchanged |
| Country Club Bank | 13,415 | $941.2K | 0.07% | +135+1.0% | Added |
| Entropy Technologies, LP | 13,387 | $938.7K | 0.17% | +13,387 | New |
| WBI Investments | 13,383 | $938.4K | 0.19% | +13,383 | New |
| Checchi Capital Advisers, LLC | 13,289 | $931.8K | 0.08% | −215−1.6% | Reduced |
| Lazard Asset Management LLC | 13,284 | $931.0K | 0.00% | −315−2.3% | Reduced |
| Stableford Capital II LLC | 13,184 | $930.5K | 0.40% | −573−4.2% | Reduced |
| XML Financial, LLC | 13,270 | $930.5K | 0.10% | +3,801+40.1% | Added |
| Jaffetilchin Investment Partners, LLC | 13,266 | $930.2K | 0.09% | −1,948−12.8% | Reduced |
| Spire Wealth Management | 13,445 | $927.1K | 0.03% | +10,216+316.4% | Added |
| Change Path, LLC | 13,183 | $924.0K | 0.06% | −1,597−10.8% | Reduced |
| Colony Group, LLC | 13,143 | $922.0K | 0.01% | +13,143 | New |
| Grimes & Company, Inc. | 13,132 | $920.8K | 0.03% | +204+1.6% | Added |
| Confluence Wealth Services, Inc. | 12,972 | $909.6K | 0.10% | +134+1.0% | Added |
| Bessemer Group Inc | 12,948 | $908.0K | 0.00% | +2,853+28.3% | Added |
| Eisler Capital (UK) Ltd. | 12,909 | $905.2K | 0.08% | +12,909 | New |
| Sagefield Capital LP | 12,904 | $904.8K | 0.12% | +12,904 | New |
| Nilsine Partners, LLC | 12,895 | $904.2K | 0.14% | −4,734−26.9% | Reduced |
| Columbia Asset Management | 12,818 | $899.0K | 0.18% | −821−6.0% | Reduced |
| Brighton Jones LLC | 12,818 | $898.8K | 0.04% | +177+1.4% | Added |
| Widmann Financial Services, Inc. | 12,755 | $894.4K | 0.81% | −150−1.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,692 | $890.0K | 0.03% | +701+5.8% | Added |
| Mountain Capital Investment Advisors, Inc | 12,290 | $886.9K | 0.30% | −633−4.9% | Reduced |
| Walleye Trading LLC | 12,577 | $881.9K | 0.01% | +813+6.9% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $878.3K | 0.31% | −60−0.5% | Reduced |
| GoalVest Advisory LLC | 12,513 | $877.4K | 0.39% | +1,379+12.4% | Added |
| ForthRight Wealth Management, LLC | 12,486 | $875.5K | 0.34% | −298−2.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,439 | $872.2K | 0.02% | 00.0% | Unchanged |
| RS Crum Inc. | 12,312 | $863.3K | 0.27% | −190−1.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,296 | $862.2K | 0.05% | −546−4.3% | Reduced |
| Cornerstone Management, Inc. | 12,289 | $861.7K | 0.22% | +20.0% | Added |
| Man Group plc | 12,283 | $861.3K | 0.00% | – | – |
| Bartlett & Co. Wealth Management LLC | 12,260 | $860.2K | 0.01% | +595+5.1% | Added |
| Bartlett & Co. LLC | 12,260 | $860.0K | 0.01% | +595+5.1% | Added |
| Golden State Equity Partners | 12,217 | $856.6K | 0.21% | −835−6.4% | Reduced |
| Keudell/Morrison Wealth Management | 12,187 | $854.6K | 0.28% | −268−2.2% | Reduced |
| GSB Wealth Management, LLC | 12,172 | $853.5K | 0.26% | +60.0% | Added |
| Community Bank of Raymore | 12,150 | $852.0K | 0.38% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 12,105 | $848.8K | 0.22% | −12−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 12,081 | $847.1K | 0.07% | +407+3.5% | Added |
| Financial Advocates Investment Management | 12,077 | $846.8K | 0.06% | +448+3.9% | Added |
| Rogco, LP | 12,052 | $845.1K | 0.37% | +7+0.1% | Added |
| Venturi Wealth Management, LLC | 12,026 | $843.3K | 0.06% | +7,012+139.8% | Added |
| Twin Capital Management Inc | 12,018 | $842.7K | 0.11% | +152+1.3% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $841.3K | 0.53% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 11,980 | $840.1K | 0.22% | −149−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 11,949 | $837.9K | 0.07% | −13,091−52.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 11,910 | $835.7K | 0.22% | +5,586+88.3% | Added |
| Shepherd Financial Partners LLC | 11,901 | $834.5K | 0.12% | +20.0% | Added |
| Bangor Savings Bank | 11,869 | $832.3K | 0.09% | +34+0.3% | Added |
| Resources Management Corp | 11,860 | $832.0K | 0.12% | −125−1.0% | Reduced |
| Waterfront Wealth Inc. | 11,823 | $829.0K | 0.24% | +254+2.2% | Added |
| Guardian Wealth Advisors, LLC | 11,767 | $825.1K | 0.13% | +150+1.3% | Added |
| NovaPoint Capital, LLC | 11,755 | $824.2K | 0.31% | −2,385−16.9% | Reduced |
| Intrust Bank NA | 11,751 | $824.0K | 0.10% | −1,847−13.6% | Reduced |
| Baker Boyer National Bank | 11,741 | $823.2K | 0.30% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 11,700 | $820.4K | 0.03% | +11,700 | New |
| Wedmont Private Capital | 11,341 | $818.4K | 0.07% | +2,048+22.0% | Added |
| Groupama Asset Managment | 11,598 | $813.5K | 0.02% | +11,598 | New |
| Machina Capital S.A.S. | 11,587 | $812.5K | 0.52% | +26+0.2% | Added |
| Visionary Horizons, LLC | 11,551 | $810.0K | 0.66% | +11,551 | New |
| Cigna Investments Inc | 11,548 | $810.0K | 0.17% | −172−1.5% | Reduced |
| Park Place Capital Corp | 11,510 | $807.1K | 0.32% | −1,596−12.2% | Reduced |
| HITE Hedge Asset Management LLC | 11,504 | $806.7K | 0.08% | −400,884−97.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,502 | $806.5K | 0.03% | −329−2.8% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $804.0K | 0.33% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 11,424 | $801.0K | 0.17% | +11,424 | New |
| Infrastructure Capital Advisors, LLC | 11,406 | $799.8K | 0.12% | −21,229−65.0% | Reduced |
| LaFleur & Godfrey LLC | 11,331 | $794.5K | 0.12% | −117−1.0% | Reduced |
| Viawealth, LLC | 11,319 | $793.7K | 0.55% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 11,309 | $793.0K | 0.01% | −1,189−9.5% | Reduced |
| Gilbert & Cook, Inc. | 11,202 | $785.5K | 0.11% | +462+4.3% | Added |
| Cannon Financial Strategists, Inc. | 11,185 | $784.3K | 0.17% | +5,505+96.9% | Added |
| Legacy Wealth Asset Management, LLC | 11,159 | $782.5K | 0.26% | +50.0% | Added |
| Wright Investors Service Inc | 11,139 | $781.1K | 0.22% | −2,199−16.5% | Reduced |
| Quest Partners LLC | 11,117 | $779.5K | 0.17% | +11,117 | New |
| Plimoth Trust Co LLC | 11,112 | $779.2K | 0.22% | −30−0.3% | Reduced |
| Live Oak Investment Partners | – | $779.2K | 0.71% | – | – |
| Bedell Frazier Investment Counseling, LLC | 11,103 | $778.5K | 0.21% | −641−5.5% | Reduced |
| Vista Capital Partners, Inc. | 11,102 | $778.5K | 0.10% | +2,477+28.7% | Added |
| Detalus Advisors, LLC | 11,081 | $777.0K | 0.31% | +67+0.6% | Added |
| Cobblestone Capital Advisors LLC | 11,072 | $776.4K | 0.05% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 11,027 | $773.2K | 0.24% | +464+4.4% | Added |
| Atlantic Trust, LLC | 11,005 | $771.7K | 0.21% | +47+0.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 11,002 | $771.5K | 0.19% | −16−0.1% | Reduced |
| Kuhn & Co Investment Counsel | 10,939 | $767.0K | 0.79% | +10,939 | New |
| Farmers Trust Co | 10,935 | $766.8K | 0.16% | −110−1.0% | Reduced |
| BlueChip Wealth Advisors LLC | 10,871 | $762.2K | 0.53% | +10,871 | New |
| Wintrust Investments LLC | 10,850 | $761.0K | 0.07% | +481+4.6% | Added |
| Avantax Planning Partners, Inc. | 10,843 | $760.3K | 0.03% | +896+9.0% | Added |
| GTS Securities LLC | 10,830 | $759.4K | 0.02% | −587−5.1% | Reduced |
| Teza Capital Management LLC | 10,801 | $757.4K | 0.13% | +4,201+63.7% | Added |
| Court Place Advisors, LLC | 10,779 | $755.8K | 0.25% | −373−3.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,756 | $754.2K | 0.08% | −165−1.5% | Reduced |
| Koshinski Asset Management, Inc. | 10,729 | $752.3K | 0.11% | −2,175−16.9% | Reduced |
| Aberdeen Wealth Management LLC | 10,724 | $752.0K | 0.55% | −295−2.7% | Reduced |
| Eudaimonia Partners, LLC | 10,719 | $751.6K | 0.20% | +133+1.3% | Added |
| Firethorn Wealth Partners, LLC | 10,691 | $749.7K | 0.49% | +310+3.0% | Added |
| Nwam LLC | 10,668 | $748.1K | 0.06% | +494+4.9% | Added |
| Silverlake Wealth Management LLC | 10,652 | $746.9K | 0.41% | −231−2.1% | Reduced |