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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Southern Co as of Mar 31, 2024. 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
- 1,825
- +14 vs. Q4 2023
- Shares held
- 711.2M
- +11.0M (+1.6%) vs. Q4 2023
- Total value
- $51.0B
- +$1.91B (+3.9%) vs. Q4 2023
- New holders
- 127
- 731 more added
- Sold out
- 113
- 690 more reduced
27 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,370 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Belmont Capital, LLC | 3 | $190 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 43,158 | $607 | 0.03% | +43,158 | New |
| Delos Wealth Advisors, LLC | 10 | $718 | 0.00% | −8−44.4% | Reduced |
| Orion Capital Management LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $1.08K | 0.00% | +9+150.0% | Added |
| Valued Wealth Advisors LLC | 15 | $1.08K | 0.00% | +8+114.3% | Added |
| WestEnd Advisors, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 18 | $1.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $1.51K | 0.00% | +9+75.0% | Added |
| Trifecta Capital Advisors, LLC | 23 | $1.65K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 37 | $2.65K | 0.13% | +1+2.8% | Added |
| Custom Portfolio Group LLC | 45 | $3.23K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 47 | $3.37K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 57 | $4.09K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 60 | $4.30K | 0.00% | −210−77.8% | Reduced |
| Burkett Financial Services, LLC | 61 | $4.38K | 0.00% | +1+1.7% | Added |
| Creekmur Asset Management LLC | 66 | $4.76K | 0.00% | −1,056−94.1% | Reduced |
| Alaska Permanent Fund Corp | 72 | $5.17K | 0.00% | +72 | New |
| MeadowBrook Investment Advisors LLC | 75 | $5.38K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 90 | $6.00K | 0.00% | −4,959−98.2% | Reduced |
| Retirement Group, LLC | 85 | $6.12K | 0.00% | +1+1.2% | Added |
| Mma Asset Management LLC | 91 | $6.50K | 0.00% | +91 | New |
| Pineridge Advisors LLC | 100 | $7.17K | 0.00% | −18−15.3% | Reduced |
| SRS Capital Advisors, Inc. | 100 | $7.17K | 0.00% | +100 | New |
| Criterion Capital Advisors, LLC | 101 | $7.27K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 103 | $7.40K | 0.00% | +1+1.0% | Added |
| Redmont Wealth Advisors LLC | 105 | $7.53K | 0.01% | +105 | New |
| Financial Freedom, LLC | 109 | $7.82K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 113 | $8.11K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 114 | $8.16K | 0.01% | +1+0.9% | Added |
| Aspect Partners, LLC | 114 | $8.18K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 116 | $8.32K | 0.01% | +93+404.3% | Added |
| Cherry Tree Wealth Management, LLC | 121 | $8.68K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 130 | $9.33K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 139 | $9.97K | 0.00% | +139 | New |
| Stephenson National Bank & Trust | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 150 | $10.4K | 0.01% | −1,000−87.0% | Reduced |
| Private Ocean, LLC | 147 | $10.5K | 0.00% | +87+145.0% | Added |
| FWL Investment Management, LLC | 150 | $10.8K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 150 | $10.8K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 156 | $11.2K | 0.00% | +156 | New |
| Private Wealth Management Group, LLC | 160 | $11.5K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 184 | $13.2K | 0.01% | +2+1.1% | Added |
| Hoese & Co LLP | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 190 | $13.6K | 0.01% | +190 | New |
| TSFG, LLC | 200 | $14.0K | 0.00% | −4−2.0% | Reduced |
| Cyrus J. Lawrence, LLC | 200 | $14.0K | 0.00% | +200 | New |
| NewSquare Capital LLC | 1,681 | $14.2K | 0.00% | −100,332−98.4% | Reduced |
| CoreFirst Bank & Trust | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 204 | $14.6K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 210 | $15.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 213 | $15.3K | 0.01% | −13−5.8% | Reduced |
| New England Capital Financial Advisors LLC | 222 | $15.9K | 0.01% | +2+0.9% | Added |
| Tidemark, LLC | 225 | $16.1K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 232 | $16.6K | 0.01% | −266−53.4% | Reduced |
| Wolff Wiese Magana LLC | 244 | $17.5K | 0.02% | +6+2.5% | Added |
| Clean Yield Group | 250 | $17.9K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $17.9K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $17.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 256 | $18.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 256 | $18.4K | 0.00% | +211+468.9% | Added |
| Sachetta, LLC | 283 | $19.8K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 279 | $20.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 280 | $20.1K | 0.01% | +13+4.9% | Added |
| CBIZ Investment Advisory Services, LLC | 283 | $20.3K | 0.00% | +283 | New |
| Winch Advisory Services, LLC | 283 | $20.3K | 0.01% | +73+34.8% | Added |
| Kelly Financial Services LLC | 292 | $21.0K | 0.01% | +3+1.0% | Added |
| Core Wealth Advisors, Inc. | 300 | $21.5K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $21.5K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $21.5K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 300 | $22.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 312 | $22.4K | 0.01% | −18−5.5% | Reduced |
| Morton Brown Family Wealth, LLC | 314 | $22.5K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 314 | $22.5K | 0.01% | −354−53.0% | Reduced |
| SJS Investment Consulting Inc. | 324 | $23.2K | 0.00% | +300+1,250.0% | Added |
| GW&K Investment Management, LLC | 329 | $24.0K | 0.00% | +23+7.5% | Added |
| Chilton Capital Management LLC | 338 | $24.2K | 0.00% | −55−14.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 345 | $24.8K | 0.02% | +345 | New |
| FSC Wealth Advisors, LLC | 347 | $24.9K | 0.02% | −1−0.3% | Reduced |
| Centerpoint Advisors, LLC | 346 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 350 | $25.1K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 352 | $25.3K | 0.00% | +352 | New |
| Prestige Wealth Management Group LLC | 355 | $25.5K | 0.01% | −190−34.9% | Reduced |
| West Branch Capital LLC | 372 | $26.7K | 0.01% | −412−52.6% | Reduced |
| First Community Trust NA | 400 | $28.7K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $28.7K | 0.02% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 403 | $28.9K | 0.00% | +203+101.5% | Added |
| Perritt Capital Management Inc | 407 | $29.3K | 0.02% | +4+1.0% | Added |
| MB, Levis & Associates, LLC | 418 | $30.0K | 0.02% | +2+0.5% | Added |
| Voisard Asset Management Group, Inc. | 440 | $31.6K | 0.02% | +4+0.9% | Added |
| SYSTM Wealth Solutions LLC | 441 | $31.6K | 0.00% | −282−39.0% | Reduced |
| Versant Capital Management, Inc | 444 | $31.9K | 0.01% | +170+62.0% | Added |
| Northwest Capital Management Inc | 449 | $32.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 456 | $32.7K | 0.01% | −8−1.7% | Reduced |
| Leonteq Securities AG | 467 | $33.5K | 0.00% | −219−31.9% | Reduced |