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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 10,144 | $727.7K | 0.05% | +11+0.1% | Added |
| Centre Asset Management, LLC | 10,143 | $728.0K | 0.17% | −354−3.4% | Reduced |
| Marco Investment Management LLC | 10,159 | $728.8K | 0.07% | +22+0.2% | Added |
| NovaPoint Capital, LLC | 10,223 | $733.4K | 0.26% | −1,532−13.0% | Reduced |
| Ancora Advisors, LLC | 10,245 | $735.0K | 0.02% | +352+3.6% | Added |
| EPG Wealth Management LLC | 10,273 | $737.0K | 0.18% | +24+0.2% | Added |
| Court Place Advisors, LLC | 10,279 | $737.4K | 0.24% | −500−4.6% | Reduced |
| Balboa Wealth Partners | 10,282 | $737.6K | 0.23% | +1,051+11.4% | Added |
| Investment Partners Asset Management, Inc. | 10,291 | $738.3K | 0.67% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10,328 | $740.9K | 0.36% | +958+10.2% | Added |
| Acorn Wealth Advisors, LLC | 10,329 | $741.0K | 0.39% | +732+7.6% | Added |
| Wedmont Private Capital | 10,502 | $741.4K | 0.05% | −839−7.4% | Reduced |
| HBK Sorce Advisory LLC | 10,374 | $744.2K | 0.03% | +98+1.0% | Added |
| Farther Finance Advisors, LLC | 10,521 | $748.1K | 0.05% | +1,143+12.2% | Added |
| Eudaimonia Partners, LLC | 10,451 | $749.7K | 0.18% | −268−2.5% | Reduced |
| Firethorn Wealth Partners, LLC | 10,474 | $751.4K | 0.44% | −217−2.0% | Reduced |
| Citizens Financial Group Inc | 10,476 | $751.5K | 0.03% | −4,656−30.8% | Reduced |
| Morningstar Investment Management LLC | 10,487 | $752.0K | 0.08% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 10,972 | $754.1K | 0.59% | −579−5.0% | Reduced |
| Chesley Taft & Associates LLC | 10,515 | $754.3K | 0.04% | −114−1.1% | Reduced |
| Sunburst Financial Group, LLC | 10,620 | $755.1K | 0.21% | −407−3.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 10,601 | $760.5K | 0.19% | −502−4.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,661 | $764.8K | 0.13% | +15+0.1% | Added |
| Midland Wealth Advisors LLC | 10,665 | $765.1K | 0.05% | +1,995+23.0% | Added |
| Detalus Advisors, LLC | 10,731 | $769.9K | 0.27% | −350−3.2% | Reduced |
| Sterling Investment Counsel, LLC | 10,732 | $769.9K | 0.36% | +1,432+15.4% | Added |
| Plimoth Trust Co LLC | 10,732 | $769.9K | 0.21% | −380−3.4% | Reduced |
| Fidelis Capital Partners, LLC | 10,763 | $772.1K | 0.12% | +1,147+11.9% | Added |
| MEMBERS Trust Co | 10,780 | $773.4K | 0.02% | +433+4.2% | Added |
| Wright Investors Service Inc | 10,816 | $775.9K | 0.20% | −323−2.9% | Reduced |
| Boston Financial Mangement LLC | 10,822 | $776.4K | 0.02% | +725+7.2% | Added |
| Andra AP-fonden | 10,900 | $782.0K | 0.01% | +10,900 | New |
| Wintrust Investments LLC | 10,903 | $782.0K | 0.07% | +53+0.5% | Added |
| Farmers Trust Co | 10,935 | $784.5K | 0.16% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 10,939 | $784.8K | 0.74% | 00.0% | Unchanged |
| BIP Wealth, LLC | 10,950 | $785.6K | 0.06% | +692+6.7% | Added |
| Aberdeen Wealth Management LLC | 11,029 | $791.2K | 0.46% | +305+2.8% | Added |
| 1620 Investment Advisors, Inc. | 600 | $792.1K | 0.81% | −10,030−94.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,099 | $796.2K | 0.05% | −1,197−9.7% | Reduced |
| Venturi Wealth Management, LLC | 11,184 | $802.3K | 0.05% | −842−7.0% | Reduced |
| Cannon Financial Strategists, Inc. | 11,185 | $802.4K | 0.16% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 11,194 | $803.1K | 0.11% | −8−0.1% | Reduced |
| RIA Advisory Group LLC | 11,250 | $807.1K | 0.33% | +4,908+77.4% | Added |
| Silverlake Wealth Management LLC | 11,264 | $808.1K | 0.41% | +612+5.7% | Added |
| Legacy Wealth Asset Management, LLC | 11,283 | $809.4K | 0.23% | +124+1.1% | Added |
| Cobblestone Capital Advisors LLC | 11,316 | $811.8K | 0.05% | +244+2.2% | Added |
| Viawealth, LLC | 11,319 | $812.0K | 0.51% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 11,340 | $813.5K | 0.12% | +9+0.1% | Added |
| Lazard Asset Management LLC | 11,356 | $814.0K | 0.00% | −1,928−14.5% | Reduced |
| Valmark Advisers, Inc. | 11,359 | $814.9K | 0.01% | +50+0.4% | Added |
| Nicollet Investment Management, Inc. | 11,461 | $822.0K | 0.30% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 11,467 | $822.6K | 0.06% | −482−4.0% | Reduced |
| Cigna Investments Inc | 11,513 | $826.0K | 0.16% | −35−0.3% | Reduced |
| Bush Investment Group, LLC | 11,594 | $831.8K | 0.73% | +4,896+73.1% | Added |
| Bangor Savings Bank | 11,611 | $833.0K | 0.09% | −258−2.2% | Reduced |
| Blue Fin Capital, Inc. | 11,642 | $835.2K | 0.19% | −338−2.8% | Reduced |
| GSB Wealth Management, LLC | 11,651 | $835.8K | 0.24% | −521−4.3% | Reduced |
| Rogco, LP | 11,679 | $837.9K | 0.34% | −373−3.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,711 | $840.1K | 0.03% | +209+1.8% | Added |
| Baker Boyer National Bank | 11,741 | $842.3K | 0.29% | 00.0% | Unchanged |
| Ami Asset Management Corp | 11,837 | $849.2K | 0.04% | +11,837 | New |
| Eqis Capital Management, Inc. | 11,851 | $850.2K | 0.07% | +1,344+12.8% | Added |
| Resources Management Corp | 11,860 | $851.0K | 0.12% | 00.0% | Unchanged |
| Intrust Bank NA | 11,915 | $854.8K | 0.09% | +164+1.4% | Added |
| Shepherd Financial Partners LLC | 11,922 | $855.3K | 0.11% | +21+0.2% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $860.7K | 0.49% | 00.0% | Unchanged |
| Advisor OS, LLC | 12,068 | $865.7K | 0.10% | +3,829+46.5% | Added |
| TownSquare Capital, LLC | 12,088 | $867.2K | 0.01% | +4,605+61.5% | Added |
| Marino, Stram & Associates LLC | 12,112 | $868.9K | 0.21% | +7+0.1% | Added |
| Private Capital Management, LLC | 12,122 | $869.6K | 0.10% | −23,460−65.9% | Reduced |
| Smith, Salley & Associates | 12,180 | $873.8K | 0.07% | +9,028+286.4% | Added |
| Bartlett & Co. Wealth Management LLC | 12,187 | $874.3K | 0.01% | −73−0.6% | Reduced |
| Keudell/Morrison Wealth Management | 12,191 | $874.6K | 0.26% | +40.0% | Added |
| Smartleaf Asset Management LLC | 12,346 | $877.2K | 0.17% | +3,223+35.3% | Added |
| Symphony Financial, Ltd. Co. | 12,247 | $878.6K | 0.20% | −5,056−29.2% | Reduced |
| ICA Group Wealth Management, LLC | 12,264 | $879.8K | 0.18% | +4,593+59.9% | Added |
| LVW Advisors, LLC | 12,278 | $880.8K | 0.15% | +1,684+15.9% | Added |
| Cornerstone Management, Inc. | 12,290 | $881.7K | 0.20% | +10.0% | Added |
| RS Crum Inc. | 12,312 | $883.3K | 0.24% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 12,360 | $886.7K | 0.11% | +593+5.0% | Added |
| Financial Advocates Investment Management | 12,362 | $886.9K | 0.05% | +285+2.4% | Added |
| Nwam LLC | 11,605 | $890.0K | 0.07% | +937+8.8% | Added |
| Mesirow Financial Investment Management, Inc. | 12,410 | $890.3K | 0.02% | +710+6.1% | Added |
| Meiji Yasuda Life Insurance Co | 12,439 | $892.4K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 12,525 | $898.5K | 0.28% | 00.0% | Unchanged |
| Columbia Asset Management | 12,818 | $899.0K | 0.18% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 12,116 | $900.6K | 0.25% | +293+2.5% | Added |
| Widmann Financial Services, Inc. | 12,565 | $901.4K | 0.76% | −190−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 12,658 | $908.1K | 0.07% | +577+4.8% | Added |
| Jaffetilchin Investment Partners, LLC | 12,681 | $909.8K | 0.08% | −585−4.4% | Reduced |
| Koshinski Asset Management, Inc. | 12,782 | $917.0K | 0.09% | +2,053+19.1% | Added |
| Silver Oak Securities, Inc | 12,832 | $920.6K | 0.14% | −1,079−7.8% | Reduced |
| Western Wealth Management, LLC | 12,837 | $920.9K | 0.07% | −6,730−34.4% | Reduced |
| Rollins Financial Advisors, LLC | 12,880 | $924.0K | 0.17% | +1,456+12.7% | Added |
| Nilsine Partners, LLC | 12,932 | $927.7K | 0.13% | +37+0.3% | Added |
| Evercore Wealth Management, LLC | 12,955 | $929.4K | 0.01% | −745−5.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,030 | $934.8K | 0.03% | +338+2.7% | Added |
| Columbus Macro, LLC | 13,031 | $934.8K | 0.35% | −673−4.9% | Reduced |
| Country Club Bank | 13,082 | $938.5K | 0.07% | −333−2.5% | Reduced |
| Burney Co | 13,266 | $951.7K | 0.04% | −800−5.7% | Reduced |