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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 23,751 | $1.70M | 0.20% | −2,211−8.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 23,844 | $1.71M | 0.27% | +65+0.3% | Added |
| Claro Advisors LLC | 24,064 | $1.73M | 0.30% | +864+3.7% | Added |
| Tyche Wealth Partners LLC | 24,185 | $1.74M | 0.42% | +635+2.7% | Added |
| Citizens National Bank Trust Department | 24,271 | $1.74M | 0.40% | +140+0.6% | Added |
| Capstone Investment Advisors, LLC | 24,305 | $1.74M | 0.03% | +18,952+354.0% | Added |
| Leo Wealth, LLC | 24,446 | $1.75M | 0.18% | +16,962+226.6% | Added |
| Financial Advisory Service, Inc. | 24,495 | $1.76M | 0.16% | +133+0.5% | Added |
| Stolper Co | 24,569 | $1.76M | 0.64% | +52+0.2% | Added |
| Perigon Wealth Management, LLC | 24,634 | $1.77M | 0.05% | +2,174+9.7% | Added |
| Toroso Investments, LLC | 24,849 | $1.78M | 0.03% | −3,843−13.4% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.79M | 0.17% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 25,177 | $1.81M | 0.27% | +307+1.2% | Added |
| IHT Wealth Management, LLC | 25,234 | $1.81M | 0.07% | +276+1.1% | Added |
| Capital Square, LLC | 25,279 | $1.81M | 1.28% | +782+3.2% | Added |
| Edgestream Partners, L.P. | 25,641 | $1.84M | 0.09% | +525+2.1% | Added |
| Degroof Petercam Asset Management | 25,679 | $1.84M | 0.02% | 00.0% | Unchanged |
| Huber Capital Management LLC | 25,691 | $1.84M | 0.41% | +4,391+20.6% | Added |
| John G Ullman & Associates Inc | 25,800 | $1.85M | 0.28% | +100+0.4% | Added |
| Donaldson Capital Management, LLC | 25,816 | $1.85M | 0.08% | −3,194−11.0% | Reduced |
| Keene & Associates, Inc. | 25,833 | $1.85M | 1.38% | +257+1.0% | Added |
| EverSource Wealth Advisors, LLC | 25,473 | $1.87M | 0.15% | −1,085−4.1% | Reduced |
| Equitable Trust Co | 26,170 | $1.88M | 0.13% | −2,475−8.6% | Reduced |
| First County Bank | 26,180 | $1.88M | 0.92% | −2,502−8.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 26,191 | $1.88M | 0.08% | −35,983−57.9% | Reduced |
| Essex LLC | 26,200 | $1.88M | 0.43% | −775−2.9% | Reduced |
| Simplicity Wealth,LLC | 26,205 | $1.88M | 0.04% | +26,205 | New |
| Private Trust Co NA | 26,228 | $1.88M | 0.20% | −240−0.9% | Reduced |
| PFG Investments, LLC | 26,487 | $1.90M | 0.11% | +19,350+271.1% | Added |
| Mutual Advisors, LLC | 26,698 | $1.92M | 0.06% | −234−0.9% | Reduced |
| S.E.E.D. Planning Group LLC | 26,714 | $1.92M | 0.70% | +20,888+358.5% | Added |
| Bank Ozk | 26,850 | $1.93M | 0.86% | +11,875+79.3% | Added |
| Bailard, Inc. | 26,950 | $1.93M | 0.05% | −9,098−25.2% | Reduced |
| NBT Bank N A | 27,054 | $1.94M | 0.14% | −789−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 27,078 | $1.94M | 0.05% | −116,417−81.1% | Reduced |
| Hancock Whitney Corp | 27,122 | $1.95M | 0.07% | −768−2.8% | Reduced |
| Kavar Capital Partners Group, LLC | 27,193 | $1.95M | 0.36% | −29,043−51.6% | Reduced |
| Armor Investment Advisors, LLC | 27,225 | $1.95M | 0.94% | −5,397−16.5% | Reduced |
| J.W. Cole Advisors, Inc. | 27,285 | $1.96M | 0.10% | +264+1.0% | Added |
| Veriti Management LLC | 27,322 | $1.96M | 0.15% | −568−2.0% | Reduced |
| Jacobi Capital Management LLC | 27,373 | $1.96M | 0.18% | −1,875−6.4% | Reduced |
| NEOS Investment Management LLC | 27,420 | $1.97M | 0.12% | +11,957+77.3% | Added |
| Greenleaf Trust | 27,463 | $1.97M | 0.02% | −3,649−11.7% | Reduced |
| Miller Howard Investments Inc | 27,503 | $1.97M | 0.06% | −10,962−28.5% | Reduced |
| JPL Wealth Management, LLC | 27,562 | $1.98M | 1.09% | +4,287+18.4% | Added |
| Americana Partners, LLC | 27,621 | $1.98M | 0.17% | +16,967+159.3% | Added |
| Allworth Financial LP | 27,626 | $1.98M | 0.01% | +3,722+15.6% | Added |
| Centaurus Financial, Inc. | 27,629 | $1.98M | 0.14% | −1,467−5.0% | Reduced |
| Regal Investment Advisors LLC | 27,635 | $1.98M | 0.14% | +1,170+4.4% | Added |
| Old Port Advisors | 27,814 | $2.00M | 0.61% | +2,008+7.8% | Added |
| Adalta Capital Management LLC | 27,896 | $2.00M | 1.11% | +635+2.3% | Added |
| TFG Advisers LLC | 27,902 | $2.00M | 0.78% | +329+1.2% | Added |
| Kingsview Wealth Management, LLC | 27,957 | $2.01M | 0.05% | +1,298+4.9% | Added |
| UniSuper Management Pty Ltd | 28,177 | $2.02M | 0.02% | +19,248+215.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 28,250 | $2.03M | 0.08% | −796−2.7% | Reduced |
| Diversified, LLC | 28,381 | $2.04M | 0.28% | +140.0% | Added |
| Rockline Wealth Management, LLC | 28,475 | $2.04M | 0.71% | +731+2.6% | Added |
| Harbor Capital Advisors, Inc. | 28,521 | $2.05M | 0.27% | +6,893+31.9% | Added |
| Snowden Capital Advisors LLC | 28,687 | $2.06M | 0.06% | +1,106+4.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,802 | $2.07M | 0.36% | +3,074+11.9% | Added |
| Hartline Investment Corp | 28,802 | $2.07M | 0.36% | +24,018+502.0% | Added |
| Smith Chas P & Associates Pa Cpas | 29,029 | $2.08M | 0.13% | +8,044+38.3% | Added |
| Pullen Investment Management, LLC | 29,044 | $2.08M | 1.76% | +29,044 | New |
| Capital Group Investment Management Pte. Ltd. | 29,046 | $2.08M | 0.37% | −128,465−81.6% | Reduced |
| United Community Bank | 29,059 | $2.08M | 0.81% | −959−3.2% | Reduced |
| Proequities, Inc. | 29,095 | $2.09M | 0.13% | +152+0.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,575 | $2.12M | 0.23% | +101+0.3% | Added |
| Sowell Financial Services LLC | 29,588 | $2.12M | 0.10% | −2,637−8.2% | Reduced |
| Green Square Capital Advisors LLC | 29,666 | $2.13M | 0.28% | −1,428−4.6% | Reduced |
| apricus wealth, LLC | 29,690 | $2.13M | 1.50% | +5,720+23.9% | Added |
| L & S Advisors Inc | 29,722 | $2.13M | 0.24% | +29,722 | New |
| Concord Wealth Partners | 29,847 | $2.14M | 0.39% | +6,539+28.1% | Added |
| Wills Financial Group, Inc. | 29,887 | $2.14M | 1.01% | +119+0.4% | Added |
| Mechanics Bank Trust Department | 30,000 | $2.15M | 0.32% | −170−0.6% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.15M | 0.09% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 30,071 | $2.16M | 0.83% | +3,600+13.6% | Added |
| Broadwater Capital Management LLC | 30,180 | $2.17M | 1.66% | −799−2.6% | Reduced |
| Verdence Capital Advisors LLC | 30,269 | $2.17M | 0.20% | +1,394+4.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 30,595 | $2.19M | 0.17% | +20+0.1% | Added |
| Courier Capital LLC | 30,618 | $2.20M | 0.16% | −4,473−12.7% | Reduced |
| Biltmore Family Office, LLC | 30,652 | $2.20M | 0.43% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 30,938 | $2.22M | 0.00% | +3,293+11.9% | Added |
| Holderness Investments Co | 30,957 | $2.22M | 0.54% | −243−0.8% | Reduced |
| Harbour Investments, Inc. | 30,975 | $2.22M | 0.08% | +2,665+9.4% | Added |
| Texas Yale Capital Corp. | 31,096 | $2.23M | 0.10% | −19−0.1% | Reduced |
| Bank of Hawaii | 31,168 | $2.24M | 0.11% | +464+1.5% | Added |
| South State Corp. | 31,254 | $2.24M | 0.17% | +1,041+3.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,372 | $2.25M | 0.01% | −6,948−18.1% | Reduced |
| Daymark Wealth Partners, LLC | 31,641 | $2.27M | 0.12% | −761−2.3% | Reduced |
| IFP Advisors, Inc | 31,725 | $2.28M | 0.10% | +16,326+106.0% | Added |
| Hayek Kallen Investment Management | 31,885 | $2.29M | 0.88% | −750−2.3% | Reduced |
| Johnson Investment Counsel Inc | 31,959 | $2.29M | 0.02% | −811−2.5% | Reduced |
| Walleye Capital LLC | 32,132 | $2.31M | 0.03% | −7,407−18.7% | Reduced |
| Coastal Bridge Advisors, LLC | 32,141 | $2.31M | 0.53% | +149+0.5% | Added |
| CIBC World Markets Inc. | 32,395 | $2.32M | 0.01% | +913+2.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 33,447 | $2.33M | 0.45% | −1,819−5.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.33M | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 32,447 | $2.33M | 0.49% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 32,665 | $2.34M | 0.47% | +58+0.2% | Added |
| Robbins Farley LLC | 32,751 | $2.35M | 1.29% | +1,201+3.8% | Added |