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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q1 2024 vs. Q4 2023

How the institutions holding Southern Co changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of SO: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1,838271,825+14
Shares700.8M685.0K711.2M+11.0M (+1.6%)
Value$49.1B$48.8M$51.0B+$1.91B (+3.9%)

27 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (127)

Institutions that held Southern Co at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 127 by value.

Institutions new to SO in Q1 2024
InstitutionSharesValue% of portfolio
Junto Capital Management LP1,211,647$86.9M1.92%
Brandywine Global Investment Management, LLC837,702$60.1M0.43%
Ceredex Value Advisors LLC669,406$48.0M0.84%
Point72 Asset Management, L.P.634,329$45.5M0.13%
Resona Asset Management Co.,Ltd.461,361$33.1M0.20%
DDD Partners, LLC294,051$21.1M2.58%
Capital Fund Management S.A.184,104$13.2M0.16%
SPX Equities Gestao de Recursos Ltda150,300$10.8M0.94%
Connor, Clark & Lunn Investment Management Ltd.109,438$7.85M0.03%
Legacy Capital Wealth Partners, LLC84,477$6.22M4.42%
Credit Agricole S A80,639$5.69M0.10%
M&G Plc78,438$5.65M0.03%
Peconic Partners LLC76,819$5.51M0.24%
Lombard Odier Asset Management (Switzerland) SA67,085$4.81M0.34%
BW Gestao de Investimentos Ltda.60,000$4.30M0.39%
SpiderRock Advisors, LLC61,960$4.30M0.14%
Spirepoint Private Client, LLC59,605$4.28M0.65%
Trajan Wealth LLC55,387$3.97M0.27%
First National Bank of Omaha37,051$3.41M0.23%
Concentric Capital Strategies, LP39,357$2.82M0.18%
L & S Advisors Inc29,722$2.13M0.24%
Pullen Investment Management, LLC29,044$2.08M1.76%
Simplicity Wealth,LLC26,205$1.88M0.04%
Susquehanna Fundamental Investments, LLC22,400$1.61M0.07%
Old North State Trust, LLC21,473$1.54M1.30%
Versor Investments LP21,400$1.54M0.31%
Hilltop National Bank19,214$1.38M0.47%
Aigen Investment Management, LP18,296$1.31M0.29%
Summit Financial, LLC17,954$1.29M0.08%
Baillie Gifford & Co17,500$1.26M0.00%
Great Lakes Retirement, Inc.16,560$1.19M0.18%
Quadrature Capital Ltd16,280$1.17M0.02%
Arrowstreet Capital, Limited Partnership15,246$1.09M0.00%
Focus Financial Network, Inc.15,395$1.09M0.05%
Ami Asset Management Corp11,837$849.2K0.04%
Andra AP-fonden10,900$782.0K0.01%
Retirement Guys Formula LLC9,543$684.6K0.33%
Edge Financial Advisors LLC9,438$677.0K0.60%
Bridgefront Capital, LLC9,008$646.2K0.49%
Danske Bank A/S8,963$643.0K0.00%
Occudo Quantitative Strategies LP8,642$620.0K0.11%
Groesbeck Investment Management Corp8,100$581.0K0.62%
Diversify Advisory Services, LLC7,489$532.5K0.03%
Aviance Capital Partners, LLC7,385$529.8K0.08%
Asahi Life Asset Management Co., Ltd.6,652$477.2K0.29%
Grey Street Capital, LLC6,542$469.3K0.06%
Charles Schwab Trust Co6,007$430.9K0.04%
OMC Financial Services LTD5,867$421.0K0.21%
Paloma Partners Management Co5,831$418.3K0.06%
Petrus Trust Company, LTA5,798$415.9K0.04%
Wealth Group, Ltd.5,692$408.0K0.31%
Kovitz Investment Group Partners, LLC5,641$404.7K0.01%
BBR Partners, LLC5,426$389.3K0.03%
Gratus Wealth Advisors, LLC5,487$387.2K0.07%
Norden Group LLC5,244$376.2K0.08%
Bullock Wealth Management Group5,040$358.3K0.24%
Retirement Planning Group4,986$357.7K0.03%
Keynote Financial Services LLC4,958$355.7K0.30%
Allen Capital Group, LLC4,942$354.5K0.05%
Fonville Wealth Management LLC4,662$334.5K0.15%
Trilogy Capital Inc.4,456$319.7K0.02%
Financial Partners Group, Inc4,431$317.9K0.05%
Gilliland Jeter Wealth Management LLC4,346$311.8K0.11%
Ascension Asset Management LLC4,302$308.6K0.17%
Gen-Wealth Partners Inc4,107$294.6K0.15%
Commerzbank Aktiengesellschaft4,068$292.0K0.01%
ASB Consultores, LLC4,058$291.1K0.08%
Vicus Capital3,905$280.1K0.03%
Coppell Advisory Solutions Corp.3,877$278.1K0.05%
Eisler Capital (US) LLC3,842$275.6K0.09%
Systematic Portfolios LLC3,840$275.5K0.95%
Plancorp, LLC3,834$275.1K0.01%
CBOE Vest Financial, LLC3,710$266.2K0.01%
Moss Adams Wealth Advisors LLC3,590$257.5K0.04%
Glass Wealth Management Co LLC3,565$255.7K0.16%
Rainey & Randall Investment Management Inc.3,506$251.5K0.06%
Financial Engines Advisors L.L.C.3,464$248.5K0.00%
Adapt Wealth Advisors, LLC3,462$248.4K0.18%
Values First Advisors, Inc.3,407$244.4K0.14%
AlphaStar Capital Management, LLC3,295$236.4K0.02%
Campbell Wealth Management3,278$235.0K0.02%
Howe & Rusling Inc3,265$234.2K0.02%
Chesapeake Wealth Management3,233$231.9K0.08%
Crew Capital Management, Ltd.3,198$229.4K0.19%
Gilman Hill Asset Management, LLC3,115$223.5K0.04%
Gibbs Wealth Management3,107$222.9K0.13%
Auxano Advisors, LLC3,017$216.4K0.06%
Modern Wealth Management, LLC3,004$215.5K0.02%
First Trust Investment Solutions L.P.2,915$209.1K0.04%
Sompo Asset Management Co., Ltd.2,900$208.0K0.03%
Catalyst Funds Management Pty Ltd2,900$208.0K0.06%
Sage Private Wealth Group, LLC2,895$207.7K0.17%
Councilmark Asset Management, LLC2,883$206.8K0.15%
Shufro Rose & Co LLC2,879$206.5K0.02%
Bank of Stockton2,845$204.1K0.06%
Quotient Wealth Partners, LLC2,845$204.1K0.01%
Keating Investment Counselors Inc2,843$204.0K0.07%
Meadow Creek Wealth Advisors LLC2,836$203.5K0.14%
Financial Partners Group, LLC2,827$202.8K0.08%
Simon Quick Advisors, LLC2,813$201.8K0.02%

Sold out (113)

Institutions that held Southern Co at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 113 by value.

Institutions that sold out of SO in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Balyasny Asset Management LLC1,194,366$83.7M
Mn Services Vermogensbeheer B.V.294,400$20.6M
Voloridge Investment Management, LLC245,942$17.2M
Cetera Advisor Networks LLC221,282$15.5M
Graham Capital Management, L.P.194,753$13.7M
HRT Financial LP125,432$8.79M
Cetera Advisors LLC118,092$8.28M
Churchill Management Corp90,102$6.32M
Zimmer Partners, LP90,000$6.31M
Bayesian Capital Management, LP85,719$6.01M
Moran Wealth Management, LLC71,027$4.98M
Crestline Management, LP70,252$4.93M
ING Groep NV66,552$4.67M
Holocene Advisors, LP59,944$4.20M
Meridian Wealth Management, LLC47,826$3.35M
Consolidated Portfolio Review Corp32,245$2.26M
Prudential PLC32,159$2.25M
FJ Investments, LLC28,083$1.97M
Dynamic Technology Lab Private Ltd28,002$1.96M
Cubist Systematic Strategies, LLC25,381$1.78M
Y-Intercept (Hong Kong) Ltd24,273$1.70M
Pearl River Capital, LLC23,663$1.66M
Weiss Asset Management LP22,551$1.58M
Gunn & Co Investment Management, Inc.20,985$1.47M
Vident Advisory, LLC20,774$1.46M
Schonfeld Strategic Advisors LLC16,700$1.17M
Wexford Capital LP16,158$1.13M
Engineers Gate Manager LP15,984$1.12M
WBI Investments13,383$938.4K
Eisler Capital (UK) Ltd.12,909$905.2K
Mountain Capital Investment Advisors, Inc12,290$886.9K
Walleye Trading LLC12,577$881.9K
Groupama Asset Managment11,598$813.5K
Machina Capital S.A.S.11,587$812.5K
HITE Hedge Asset Management LLC11,504$806.7K
Quest Partners LLC11,117$779.5K
GTS Securities LLC10,830$759.4K
DCM Advisors, LLC10,000$701.2K
Advisor Resource Council9,780$685.7K
SageView Advisory Group, LLC8,441$584.6K
SCP Investment, LP7,800$548.2K
Sherbrooke Park Advisers LLC7,574$531.1K
Centiva Capital, LP7,365$516.4K
Harmony Asset Management LLC6,164$432.2K
Point72 Europe (London) LLP6,048$424.1K
Acorn Financial Advisory Services Inc5,967$420.6K
Sentry Investment Management LLC5,711$400.0K
Sollinda Capital Management LLC5,418$379.9K
Atom Investors LP5,239$367.4K
MQS Management LLC5,057$354.6K
Koss-Olinger Consulting, LLC4,958$348.0K
Hardy Reed LLC4,815$337.6K
Thrive Capital Management, LLC4,777$335.0K
Strategic Family Wealth Counselors, L.L.C.4,717$330.8K
FORA Capital, LLC4,404$308.8K
Callan Family Office, LLC4,211$295.3K
Morningstar Investment Services LLC4,155$292.0K
Fundamentun, LLC4,139$290.3K
Sargent Investment Group, LLC4,017$281.7K
Rappaport Reiches Capital Management, LLC4,017$281.7K
Providence First Trust Co3,913$274.4K
Glassman Wealth Services3,912$274.3K
Eads & Heald Wealth Management3,868$271.0K
Oak Hill Wealth Advisors, LLC3,775$264.7K
Sepio Capital, LP3,659$256.6K
Redwood Investment Management, LLC3,570$250.0K
Altrius Capital Management Inc3,546$248.6K
3Chopt Investment Partners, LLC3,483$244.2K
Nikulski Financial, Inc.3,470$243.3K
Maverick Capital LtdSuperinvestorMaverick Capital3,464$242.9K
Pure Financial Advisors, Inc.3,311$232.2K
Idaho Trust Bank3,200$224.4K
Horan Securities, Inc.3,186$223.4K
Lloyd Advisory Services, LLC.3,174$222.6K
Lifestyle Asset Management, Inc.3,151$220.9K
Covenant Asset Management, LLC3,148$220.7K
Gryphon Financial Partners LLC3,341$219.4K
Ellis Investment Partners, LLC3,111$218.2K
Brendel Financial Advisors LLC3,100$217.0K
Madrona Financial Services, LLC3,000$210.4K
Delta Capital Management LLC3,000$210.0K
MBA Advisors LLC2,971$208.3K
High Falls Advisors, Inc2,900$203.3K
Onefund, LLC2,884$202.2K
Point72 Hong Kong Ltd2,699$189.3K
Tennessee Valley Asset Management Partners2,486$174.3K
Rockbridge Investment Management, LCC2,275$159.5K
JDM Financial Group LLC2,165$151.8K
Dividend Assets Capital, LLC1,385$97.0K
Focused Wealth Management, Inc1,261$88.4K
Turtle Creek Wealth Advisors, LLC1,243$87.2K
Lee Financial Co977$68.5K
AJOVista, LLC786$55.1K
LM Advisors LLC751$52.7K
Resurgent Financial Advisors LLC718$50.3K
Founders Capital Management700$49.1K
Horizon Bancorp Inc668$47.0K
West Tower Group, LLC638$44.7K
Bourgeon Capital Management LLC511$35.8K
BKM Wealth Management, LLC480$33.7K

Not filed for Q1 2024 yet (27)

Institutions that held Southern Co at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Wade G W & Inc231,291$16.2M
Bridgeworth, LLC148,511$10.4M
M&G Investment Management Ltd85,697$6.00M
Putnam Investments LLC46,622$3.27M
Day & Ennis, LLC34,759$2.44M
Focus Financial Network Inc29,918$2.10M
Sawtooth Solutions, LLC24,352$1.71M
Bartlett & Co. LLC12,260$860.0K
Golden State Equity Partners12,217$856.6K
Live Oak Investment Partners–$779.2K
Traverso Chambers Private Wealth Management, LLC11,002$771.5K
StrategIQ Financial Group, LLC7,689$539.2K
DFPG Investments, LLC6,672$482.0K
Lee Danner & Bass Inc5,049$354.0K
Coppell Advisory Solutions LLC4,898$343.4K
Telemus Capital, LLC4,418$309.8K
Wedgewood Investors Inc3,450$241.9K
Asset Management Resources, LLC3,185$223.3K
Nalls Sherbakoff Group, LLC3,148$220.8K
Platform Technology Partners3,070$209.7K
Baystate Wealth Management LLC2,769$194.2K
Hobbs Group Advisors, LLC1,458$102.2K
Spartan Planning & Wealth Management1,398$98.0K
Fairfield Financial Advisors, LTD474$33.3K
Strategic Investment Solutions, Inc.474$33.3K
Provence Wealth Management Group144$10.1K
DB Wealth Management Group, LLC50$3.51K