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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 13,269 | $951.9K | 0.03% | +137+1.0% | Added |
| Checchi Capital Advisers, LLC | 13,391 | $960.6K | 0.08% | +102+0.8% | Added |
| FCG Investment Co | 13,454 | $965.2K | 0.77% | +2,990+28.6% | Added |
| Trust Point Inc. | 13,515 | $969.6K | 0.08% | −3,554−20.8% | Reduced |
| Silvercrest Asset Management Group LLC | 13,523 | $970.1K | 0.01% | −500−3.6% | Reduced |
| Bahl & Gaynor Inc | 13,548 | $971.9K | 0.01% | +4,847+55.7% | Added |
| United Bank | 13,600 | $975.7K | 0.12% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 13,660 | $979.9K | 0.15% | −1,068−7.3% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $980.5K | 0.32% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 13,705 | $983.2K | 0.35% | +1,219+9.8% | Added |
| XML Financial, LLC | 13,743 | $985.9K | 0.10% | +473+3.6% | Added |
| Berkeley Capital Partners, LLC | 13,796 | $989.8K | 0.30% | −36−0.3% | Reduced |
| Red Door Wealth Management, LLC | 13,801 | $990.1K | 0.19% | −87−0.6% | Reduced |
| Chemung Canal Trust Co | 13,807 | $990.5K | 0.19% | −276−2.0% | Reduced |
| GoalVest Advisory LLC | 13,812 | $990.9K | 0.33% | +1,299+10.4% | Added |
| West Bancorporation Inc | 13,820 | $991.4K | 0.65% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 13,856 | $994.0K | 0.24% | +1,946+16.3% | Added |
| Guardian Investment Management | 13,910 | $997.9K | 0.82% | −500−3.5% | Reduced |
| SignalPoint Asset Management, LLC | 13,926 | $999.1K | 0.27% | +20.0% | Added |
| Stableford Capital II LLC | 13,946 | $1.00M | 0.40% | +762+5.8% | Added |
| Procyon Private Wealth Partners, LLC | 13,962 | $1.00M | 0.08% | −2,545−15.4% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 14,071 | $1.01M | 0.72% | −1,060−7.0% | Reduced |
| Integrated Advisors Network LLC | 14,079 | $1.01M | 0.05% | +30.0% | Added |
| White Lighthouse Investment Management Inc. | 14,100 | $1.01M | 0.21% | +60.0% | Added |
| TCW Group Inc | 14,124 | $1.01M | 0.01% | −2,438−14.7% | Reduced |
| Earnest Partners LLC | 14,126 | $1.01M | 0.00% | +380+2.8% | Added |
| Personal Cfo Solutions, LLC | 14,149 | $1.02M | 0.16% | −792−5.3% | Reduced |
| Spire Wealth Management | 14,154 | $1.02M | 0.03% | +709+5.3% | Added |
| Brighton Jones LLC | 14,208 | $1.02M | 0.04% | +1,390+10.8% | Added |
| Ti-Trust, Inc | 14,210 | $1.02M | 0.75% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 14,211 | $1.02M | 0.11% | −348−2.4% | Reduced |
| Chatham Capital Group, Inc. | 14,244 | $1.02M | 0.19% | +51+0.4% | Added |
| Sheets Smith Wealth Management | 14,441 | $1.04M | 0.12% | +82+0.6% | Added |
| Old National Bancorp | 14,559 | $1.04M | 0.02% | −1,229−7.8% | Reduced |
| Rowland & Co Investment Counsel | 14,595 | $1.05M | 0.22% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 14,598 | $1.05M | 0.20% | −511−3.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 14,610 | $1.05M | 0.57% | −2,608−15.1% | Reduced |
| Trustco Bank Corp N Y | 14,718 | $1.06M | 1.10% | −815−5.2% | Reduced |
| Mitchell Sinkler & Starr | 14,793 | $1.06M | 0.27% | −23,057−60.9% | Reduced |
| Asset Dedication, LLC | 14,634 | $1.06M | 0.08% | −10,181−41.0% | Reduced |
| Miracle Mile Advisors, LLC | 14,871 | $1.07M | 0.03% | +11,243+309.9% | Added |
| Meeder Advisory Services, Inc. | 14,900 | $1.07M | 0.11% | −1,191−7.4% | Reduced |
| Confluence Wealth Services, Inc. | 14,932 | $1.07M | 0.10% | +1,960+15.1% | Added |
| Archford Capital Strategies, LLC | 15,075 | $1.08M | 0.18% | −204−1.3% | Reduced |
| Powers Advisory Group, LLC | 15,087 | $1.08M | 0.62% | −261−1.7% | Reduced |
| Valeo Financial Advisors, LLC | 14,681 | $1.09M | 0.04% | −97−0.7% | Reduced |
| Focus Financial Network, Inc. | 15,395 | $1.09M | 0.05% | +15,395 | New |
| Busey Wealth Management | 15,149 | $1.09M | 0.04% | +55+0.4% | Added |
| Highline Wealth Partners LLC | 15,172 | $1.09M | 0.44% | +10.0% | Added |
| Buckingham Strategic Partners | 15,229 | $1.09M | 0.03% | +8,808+137.2% | Added |
| L.M. Kohn & Company | 15,235 | $1.09M | 0.31% | +495+3.4% | Added |
| Arrowstreet Capital, Limited Partnership | 15,246 | $1.09M | 0.00% | +15,246 | New |
| Summit Global Investments | 15,275 | $1.10M | 0.08% | +5,396+54.6% | Added |
| RSM US Wealth Management LLC | 15,300 | $1.10M | 0.03% | +321+2.1% | Added |
| Diversified Trust Co | 15,325 | $1.10M | 0.03% | +272+1.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 15,361 | $1.10M | 0.27% | −188−1.2% | Reduced |
| Ignite Planners, LLC | 15,593 | $1.11M | 0.31% | −2,265−12.7% | Reduced |
| Cape Investment Advisory, Inc. | 15,550 | $1.12M | 0.52% | +1,493+10.6% | Added |
| Philadelphia Trust Co | 15,550 | $1.12M | 0.09% | −2,545−14.1% | Reduced |
| Global Retirement Partners, LLC | 15,616 | $1.12M | 0.04% | +760+5.1% | Added |
| TrinityPoint Wealth, LLC | 15,666 | $1.12M | 0.19% | +226+1.5% | Added |
| Griffin Asset Management, Inc. | 15,668 | $1.12M | 0.13% | −700−4.3% | Reduced |
| FinTrust Capital Advisors, LLC | 15,682 | $1.12M | 0.22% | +74+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 15,685 | $1.13M | 0.02% | −1,106−6.6% | Reduced |
| International Assets Investment Management, LLC | 15,826 | $1.13M | 0.12% | −1,281−7.5% | Reduced |
| Stokes Family Office, LLC | 15,829 | $1.14M | 0.14% | +19+0.1% | Added |
| Means Investment Co., Inc. | 15,838 | $1.14M | 0.15% | −1,386−8.0% | Reduced |
| Sandy Spring Bank | 16,096 | $1.15M | 0.05% | −1,216−7.0% | Reduced |
| RDA Financial Network | 16,128 | $1.16M | 0.40% | +1,119+7.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,141 | $1.16M | 0.46% | +144+0.9% | Added |
| CapWealth Advisors, LLC | 16,177 | $1.16M | 0.13% | −93−0.6% | Reduced |
| Vinva Investment Management Ltd | 16,183 | $1.16M | 0.07% | +6,506+67.2% | Added |
| Atomi Financial Group, Inc. | 16,213 | $1.16M | 0.11% | +8,128+100.5% | Added |
| Creative Financial Designs Inc | 16,226 | $1.16M | 0.11% | −2,555−13.6% | Reduced |
| DMG Group, LLC | 16,253 | $1.17M | 1.01% | +1,624+11.1% | Added |
| Kovack Advisors, Inc. | 16,267 | $1.17M | 0.14% | +1,498+10.1% | Added |
| Quadrature Capital Ltd | 16,280 | $1.17M | 0.02% | +16,280 | New |
| Adirondack Trust Co | 16,349 | $1.17M | 0.49% | −206−1.2% | Reduced |
| Sculati Wealth Management, LLC | 16,410 | $1.18M | 0.51% | −2,195−11.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,421 | $1.18M | 0.28% | 00.0% | Unchanged |
| Gleason Group, Inc. | 16,423 | $1.18M | 0.25% | +167+1.0% | Added |
| LVZ Advisors, Inc. | 16,461 | $1.18M | 0.16% | −26−0.2% | Reduced |
| Great Lakes Retirement, Inc. | 16,560 | $1.19M | 0.18% | +16,560 | New |
| Bard Financial Services, Inc. | 16,585 | $1.19M | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,774 | $1.20M | 0.15% | −3,312−16.5% | Reduced |
| Assetmark, Inc | 16,809 | $1.21M | 0.00% | −1,896−10.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.21M | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,858 | $1.21M | 0.50% | +2,892+20.7% | Added |
| Accurate Wealth Management, LLC | 16,760 | $1.21M | 0.35% | −125−0.7% | Reduced |
| Coastal Investment Advisors, Inc. | 16,863 | $1.21M | 0.25% | +3,033+21.9% | Added |
| Centennial Bank | 16,929 | $1.21M | 0.62% | −269−1.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 16,954 | $1.22M | 1.01% | +953+6.0% | Added |
| Jeppson Wealth Management, LLC | 16,957 | $1.22M | 0.47% | −80.0% | Reduced |
| High Net Worth Advisory Group LLC | 16,981 | $1.22M | 0.38% | +617+3.8% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.22M | 0.15% | 00.0% | Unchanged |
| Aviva PLC | 17,005 | $1.22M | 0.00% | +433+2.6% | Added |
| Verition Fund Management LLC | 17,105 | $1.23M | 0.01% | −21,959−56.2% | Reduced |
| Hills Bank & Trust Co | 17,228 | $1.24M | 0.10% | +576+3.5% | Added |
| Delta Asset Management LLC | 17,248 | $1.24M | 0.11% | −267−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,278 | $1.24M | 0.17% | +7,564+77.9% | Added |