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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 17,284 | $1.24M | 0.42% | −3,202−15.6% | Reduced |
| HHM Wealth Advisors, LLC | 17,333 | $1.24M | 0.20% | +136+0.8% | Added |
| Farmers National Bank | 17,469 | $1.25M | 0.37% | −1,880−9.7% | Reduced |
| Baillie Gifford & Co | 17,500 | $1.26M | 0.00% | +17,500 | New |
| Strategic Planning Group, LLC | 17,517 | $1.26M | 0.31% | +3,032+20.9% | Added |
| Register Financial Advisors LLC | 17,590 | $1.26M | 0.65% | +2,246+14.6% | Added |
| Investment Management Corp of Ontario | 17,642 | $1.27M | 0.04% | −7,800−30.7% | Reduced |
| Benedict Financial Advisors Inc | 17,717 | $1.27M | 0.32% | −40.0% | Reduced |
| Reuter James Wealth Management, LLC | 17,791 | $1.28M | 0.89% | −286−1.6% | Reduced |
| Boston Private Wealth LLC | 17,811 | $1.28M | 0.03% | +100+0.6% | Added |
| NorthRock Partners, LLC | 17,897 | $1.28M | 0.05% | −985−5.2% | Reduced |
| Axxcess Wealth Management, LLC | 17,942 | $1.29M | 0.04% | +2,508+16.2% | Added |
| Summit Financial, LLC | 17,954 | $1.29M | 0.08% | +17,954 | New |
| Pacitti Group Inc. | 17,962 | $1.29M | 0.70% | +362+2.1% | Added |
| Venture Visionary Partners LLC | 17,964 | $1.29M | 0.06% | −11,782−39.6% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.30M | 0.57% | −59−0.3% | Reduced |
| Moody National Bank Trust Division | 18,070 | $1.30M | 0.10% | −186−1.0% | Reduced |
| Glenview Trust Co | 18,124 | $1.30M | 0.03% | −1,855−9.3% | Reduced |
| ICW Investment Advisors LLC | 18,137 | $1.30M | 0.58% | +133+0.7% | Added |
| Quantitative Investment Management, LLC | 18,178 | $1.30M | 0.08% | −17,848−49.5% | Reduced |
| Mather Group, LLC. | 18,658 | $1.31M | 0.02% | −1,014−5.2% | Reduced |
| Aigen Investment Management, LP | 18,296 | $1.31M | 0.29% | +18,296 | New |
| Geneos Wealth Management Inc. | 18,304 | $1.31M | 0.06% | +40+0.2% | Added |
| Regent Peak Wealth Advisors LLC | 18,314 | $1.31M | 0.33% | +49+0.3% | Added |
| LMG Wealth Partners, LLC | 18,358 | $1.32M | 0.33% | +1,858+11.3% | Added |
| BancorpSouth Bank | 18,365 | $1.32M | 0.10% | −752−3.9% | Reduced |
| Twin Capital Management Inc | 18,383 | $1.32M | 0.16% | +6,365+53.0% | Added |
| Wealth Alliance | 18,412 | $1.32M | 0.17% | +460+2.6% | Added |
| SWAN Capital LLC | 18,436 | $1.32M | 0.75% | +190+1.0% | Added |
| Smith Group Asset Management, LLC | 18,478 | $1.33M | 0.08% | −7,700−29.4% | Reduced |
| Arete Wealth Advisors, LLC | 18,510 | $1.33M | 0.12% | +49+0.3% | Added |
| Spreng Capital Management, Inc. | 18,523 | $1.33M | 0.72% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 18,544 | $1.33M | 0.09% | +905+5.1% | Added |
| Bristlecone Advisors, LLC | 18,582 | $1.33M | 0.12% | +998+5.7% | Added |
| Abbrea Capital, LLC | 18,627 | $1.34M | 0.18% | −400−2.1% | Reduced |
| Hilltop Holdings Inc. | 18,639 | $1.34M | 0.15% | −1,253−6.3% | Reduced |
| Salem Investment Counselors Inc | 18,806 | $1.35M | 0.04% | +74+0.4% | Added |
| Northern Oak Wealth Management Inc | 18,878 | $1.35M | 0.16% | −2,376−11.2% | Reduced |
| Cullen Investment Group, Ltd. | 19,012 | $1.36M | 0.21% | −858−4.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,956 | $1.36M | 0.87% | −402−2.1% | Reduced |
| Ethic Inc. | 18,968 | $1.36M | 0.03% | −1,480−7.2% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.36M | 0.24% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 19,144 | $1.37M | 0.02% | −11,962−38.5% | Reduced |
| Principal Securities, Inc. | 19,155 | $1.37M | 0.04% | +259+1.4% | Added |
| MSH Capital Advisors LLC | 19,186 | $1.38M | 0.48% | −436−2.2% | Reduced |
| Hilltop National Bank | 19,214 | $1.38M | 0.47% | +19,214 | New |
| Burns J W & Co Inc | 19,340 | $1.39M | 0.19% | −1,075−5.3% | Reduced |
| Empowered Funds, LLC | 19,369 | $1.39M | 0.03% | +1,416+7.9% | Added |
| Eagle Rock Investment Company, LLC | 19,435 | $1.39M | 0.26% | +562+3.0% | Added |
| Wetherby Asset Management Inc | 19,521 | $1.40M | 0.07% | +722+3.8% | Added |
| Mystic Asset Management, Inc. | 19,556 | $1.40M | 0.58% | +1,098+5.9% | Added |
| Derbend Asset Management | 19,628 | $1.41M | 0.69% | +2,597+15.2% | Added |
| Romano Brothers and Company | 19,729 | $1.42M | 0.19% | −50−0.3% | Reduced |
| Westpac Banking Corp | 19,737 | $1.42M | 0.11% | +1,015+5.4% | Added |
| Mayfair Advisory Group, LLC | 19,776 | $1.42M | 1.03% | +167+0.9% | Added |
| Weaver Capital Management LLC | 19,839 | $1.42M | 0.49% | +3,047+18.1% | Added |
| Smith, Moore & Co. | 19,883 | $1.43M | 0.15% | −726−3.5% | Reduced |
| First United Bank Trust | 19,903 | $1.43M | 0.53% | +2,110+11.9% | Added |
| SevenBridge Financial Group, LLC | 18,882 | $1.43M | 0.32% | 00.0% | Unchanged |
| Canal Insurance CO | 20,000 | $1.44M | 0.37% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 20,210 | $1.45M | 0.13% | +254+1.3% | Added |
| Sumitomo Life Insurance Co | 20,332 | $1.46M | 0.04% | −895−4.2% | Reduced |
| CAPROCK Group, Inc. | 20,358 | $1.46M | 0.08% | +1,021+5.3% | Added |
| Horizon Investments, LLC | 20,508 | $1.47M | 0.04% | +516+2.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 20,517 | $1.47M | 0.17% | +9,761+90.7% | Added |
| Parsons Capital Management Inc | 20,653 | $1.48M | 0.10% | 00.0% | Unchanged |
| Ci Investments Inc. | 20,784 | $1.49M | 0.01% | +2,453+13.4% | Added |
| Southeast Asset Advisors Inc. | 20,791 | $1.49M | 0.18% | −153−0.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 20,793 | $1.49M | 0.46% | +19+0.1% | Added |
| Advisors Capital Management, LLC | 20,878 | $1.50M | 0.03% | −689−3.2% | Reduced |
| Farmers & Merchants Investments Inc | 20,944 | $1.50M | 0.05% | −1,064−4.8% | Reduced |
| Peoples Financial Services Corp. | 21,027 | $1.51M | 0.65% | −2,298−9.9% | Reduced |
| We Are One Seven, LLC | 21,104 | $1.51M | 0.08% | +409+2.0% | Added |
| RFP Financial Group LLC | 21,372 | $1.53M | 0.60% | +278+1.3% | Added |
| Brown Brothers Harriman & Co | 21,386 | $1.53M | 0.01% | −1,233−5.5% | Reduced |
| Versor Investments LP | 21,400 | $1.54M | 0.31% | +21,400 | New |
| Old North State Trust, LLC | 21,473 | $1.54M | 1.30% | +21,473 | New |
| Hudson Valley Investment Advisors Inc | 21,504 | $1.54M | 0.18% | −150−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 21,566 | $1.55M | 0.17% | −2,845−11.7% | Reduced |
| Change Path, LLC | 21,634 | $1.55M | 0.06% | +8,451+64.1% | Added |
| ZWJ Investment Counsel Inc | 21,695 | $1.56M | 0.07% | −317−1.4% | Reduced |
| Alberta Investment Management Corp | 21,700 | $1.56M | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 21,800 | $1.56M | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 21,923 | $1.57M | 0.06% | +2,282+11.6% | Added |
| Consolidated Planning Corp | 21,973 | $1.58M | 0.27% | −472−2.1% | Reduced |
| Davis Capital Management | 22,284 | $1.58M | 1.41% | +831+3.9% | Added |
| Patten & Patten Inc | 22,092 | $1.58M | 0.11% | +1,356+6.5% | Added |
| Susquehanna Fundamental Investments, LLC | 22,400 | $1.61M | 0.07% | +22,400 | New |
| Naviter Wealth, LLC | 22,468 | $1.61M | 0.26% | +2,209+10.9% | Added |
| Stock Yards Bank & Trust Co | 22,521 | $1.62M | 0.05% | −1,054−4.5% | Reduced |
| NTV Asset Management LLC | 22,704 | $1.63M | 0.25% | −1,067−4.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,732 | $1.63M | 0.03% | +3,255+16.7% | Added |
| First City Capital Management, Inc. | 22,825 | $1.64M | 0.91% | −5,447−19.3% | Reduced |
| Vectors Research Management, LLC | 23,135 | $1.66M | 0.47% | −9,462−29.0% | Reduced |
| Teza Capital Management LLC | 23,213 | $1.67M | 0.22% | +12,412+114.9% | Added |
| HF Advisory Group, LLC | 23,255 | $1.67M | 0.93% | +926+4.1% | Added |
| Bleakley Financial Group, LLC | 23,399 | $1.68M | 0.05% | −953−3.9% | Reduced |
| LBMC Investment Advisors, LLC | 23,499 | $1.69M | 0.15% | −1,112−4.5% | Reduced |
| Trust Co of Vermont | 23,721 | $1.70M | 0.09% | +2,342+11.0% | Added |
| Concord Asset Management, LLC | 23,742 | $1.70M | 0.45% | +4,707+24.7% | Added |