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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 32,889 | $2.36M | 0.06% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 33,300 | $2.39M | 0.12% | −896−2.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,660 | $2.41M | 0.03% | −2,906−7.9% | Reduced |
| KCM Investment Advisors LLC | 34,038 | $2.44M | 0.09% | +941+2.8% | Added |
| Buckingham Strategic Wealth, LLC | 34,187 | $2.45M | 0.03% | +4,758+16.2% | Added |
| Essex Financial Services, Inc. | 34,336 | $2.46M | 0.23% | −1,156−3.3% | Reduced |
| Peapack Gladstone Financial Corp | 34,424 | $2.47M | 0.04% | −965−2.7% | Reduced |
| Compagnie Lombard Odier SCmA | 34,500 | $2.48M | 0.04% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 34,546 | $2.48M | 0.31% | −2,001−5.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,607 | $2.48M | 0.06% | +86+0.2% | Added |
| Rothschild Investment LLC | 34,733 | $2.49M | 0.18% | +874+2.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 35,193 | $2.52M | 1.47% | −1,128−3.1% | Reduced |
| Eudaimonia Advisors LLC | 35,364 | $2.54M | 1.35% | −2,285−6.1% | Reduced |
| Gladstone Institutional Advisory LLC | 35,465 | $2.54M | 0.14% | +26,442+293.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,991 | $2.58M | 0.18% | −2,863−7.4% | Reduced |
| Raleigh Capital Management Inc. | 36,033 | $2.59M | 1.12% | −3,801−9.5% | Reduced |
| Imprint Wealth LLC | 36,371 | $2.59M | 0.63% | +8,468+30.3% | Added |
| Woodmont Investment Counsel LLC | 36,088 | $2.59M | 0.22% | −654−1.8% | Reduced |
| Woodstock Corp | 36,193 | $2.60M | 0.27% | +17,633+95.0% | Added |
| Bokf, NA | 36,592 | $2.60M | 0.05% | −483−1.3% | Reduced |
| Norinchukin Bank, The | 36,293 | $2.60M | 0.08% | −471−1.3% | Reduced |
| Great Lakes Advisors, LLC | 36,306 | $2.60M | 0.02% | −2,284−5.9% | Reduced |
| Forte Capital LLC | 36,315 | $2.61M | 0.32% | +4,995+15.9% | Added |
| Resources Investment Advisors, LLC. | 36,480 | $2.62M | 0.04% | +135+0.4% | Added |
| Family Legacy, Inc. | 36,773 | $2.64M | 0.95% | −765−2.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 36,835 | $2.64M | 0.53% | −2,075−5.3% | Reduced |
| Lantz Financial LLC | 36,866 | $2.64M | 0.85% | −180.0% | Reduced |
| McRae Capital Management Inc | 37,129 | $2.66M | 0.58% | −25−0.1% | Reduced |
| Brown Advisory Inc | 38,197 | $2.74M | 0.00% | +1,698+4.7% | Added |
| TrueWealth Advisors, LLC | 38,387 | $2.75M | 1.06% | +1,326+3.6% | Added |
| Brick & Kyle, Associates | 38,794 | $2.75M | 1.22% | −740−1.9% | Reduced |
| Empirical Finance, LLC | 38,898 | $2.79M | 0.17% | +1,327+3.5% | Added |
| Dearborn Partners LLC | 39,180 | $2.81M | 0.12% | −649−1.6% | Reduced |
| Concentric Capital Strategies, LP | 39,357 | $2.82M | 0.18% | +39,357 | New |
| GYL Financial Synergies, LLC | 39,440 | $2.83M | 0.22% | −635−1.6% | Reduced |
| Mainstay Capital Management LLC | 39,621 | $2.84M | 0.54% | +1,629+4.3% | Added |
| Providence Capital Advisors, LLC | 39,957 | $2.87M | 0.63% | +865+2.2% | Added |
| Tiaa Trust, National Association | 40,021 | $2.87M | 0.01% | +179+0.4% | Added |
| LongView Wealth Management | 40,151 | $2.88M | 1.14% | −1,986−4.7% | Reduced |
| Clarkston Capital Partners, LLC | 40,262 | $2.89M | 0.05% | 00.0% | Unchanged |
| First National Trust Co | 40,481 | $2.90M | 0.12% | −6,528−13.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 40,501 | $2.91M | 0.01% | +32,745+422.2% | Added |
| Los Angeles Capital Management LLC | 40,533 | $2.91M | 0.01% | −101−0.2% | Reduced |
| Profund Advisors LLC | 40,694 | $2.92M | 0.11% | −3,397−7.7% | Reduced |
| HighPoint Advisor Group LLC | 37,102 | $2.92M | 0.21% | +40+0.1% | Added |
| OneAscent Wealth Management LLC | 40,854 | $2.93M | 1.12% | −1,351−3.2% | Reduced |
| Argent Trust Co | 40,922 | $2.94M | 0.13% | +845+2.1% | Added |
| Prime Capital Investment Advisors, LLC | 40,997 | $2.94M | 0.04% | −3,774−8.4% | Reduced |
| Sovereign Financial Group, Inc. | 41,216 | $2.96M | 0.78% | +2,473+6.4% | Added |
| Everence Capital Management Inc | 41,691 | $2.99M | 0.20% | +5,630+15.6% | Added |
| Intech Investment Management LLC | 41,790 | $3.00M | 0.04% | +33,120+382.0% | Added |
| Sagefield Capital LP | 41,797 | $3.00M | 0.37% | +28,893+223.9% | Added |
| Nepsis, Inc. | 42,133 | $3.02M | 0.82% | +17,289+69.6% | Added |
| Ronald Blue Trust, Inc. | 42,323 | $3.04M | 0.04% | +278+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 42,390 | $3.04M | 0.13% | −640−1.5% | Reduced |
| Morton Community Bank | 42,655 | $3.06M | 0.88% | +1,470+3.6% | Added |
| Lakeview Capital Partners, LLC | 42,738 | $3.07M | 0.50% | −471−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 42,798 | $3.07M | 0.16% | −2,868−6.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 41,801 | $3.07M | 0.61% | −12,319−22.8% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 43,073 | $3.09M | 1.76% | −1,634−3.7% | Reduced |
| Avantax Planning Partners, Inc. | 43,256 | $3.10M | 0.10% | +32,413+298.9% | Added |
| Rench Wealth Management, Inc. | 43,320 | $3.11M | 1.19% | +683+1.6% | Added |
| Richard Bernstein Advisors LLC | 43,628 | $3.13M | 0.07% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,793 | $3.14M | 0.32% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 43,804 | $3.14M | 0.46% | −299−0.7% | Reduced |
| MTM Investment Management, LLC | 43,889 | $3.15M | 1.30% | +37+0.1% | Added |
| Entropy Technologies, LP | 43,926 | $3.15M | 0.34% | +30,539+228.1% | Added |
| Metropolitan Life Insurance Co | 43,987 | $3.16M | 0.14% | −406−0.9% | Reduced |
| Fulton Bank, N.A. | 44,139 | $3.17M | 0.13% | +23+0.1% | Added |
| Bessemer Group Inc | 44,240 | $3.17M | 0.01% | +31,292+241.7% | Added |
| TD Private Client Wealth LLC | 44,231 | $3.17M | 0.10% | −7,486−14.5% | Reduced |
| Hengehold Capital Management LLC | 44,660 | $3.20M | 0.34% | −216−0.5% | Reduced |
| Csenge Advisory Group | 44,674 | $3.20M | 0.18% | −664−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 44,854 | $3.22M | 0.16% | +1,107+2.5% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $3.22M | 0.40% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 42,900 | $3.25M | 0.08% | +2,557+6.3% | Added |
| Palisade Asset Management, LLC | 45,394 | $3.26M | 0.32% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 45,451 | $3.26M | 0.04% | −5,861−11.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 45,734 | $3.28M | 2.68% | +3,954+9.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 45,762 | $3.28M | 0.18% | −3,236−6.6% | Reduced |
| Apollon Wealth Management, LLC | 46,160 | $3.31M | 0.10% | −2,916−5.9% | Reduced |
| Signaturefd, LLC | 46,341 | $3.32M | 0.07% | +793+1.7% | Added |
| Equitable Holdings, Inc. | 46,698 | $3.35M | 0.04% | +6,082+15.0% | Added |
| Shorepoint Capital Partners LLC | 46,942 | $3.37M | 0.82% | +3,550+8.2% | Added |
| First National Bank of Omaha | 37,051 | $3.41M | 0.23% | +37,051 | New |
| Greatmark Investment Partners, Inc. | 48,353 | $3.47M | 0.49% | +26+0.1% | Added |
| Shelton Capital Management | 48,509 | $3.48M | 0.10% | −500−1.0% | Reduced |
| All Terrain Financial Advisors, LLC | 49,124 | $3.52M | 1.52% | −48−0.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 49,178 | $3.53M | 0.10% | −979−2.0% | Reduced |
| Main Street Financial Solutions, LLC | 49,755 | $3.57M | 0.38% | +3,544+7.7% | Added |
| Sugarloaf Wealth Management, LLC | 49,875 | $3.58M | 0.74% | +1,018+2.1% | Added |
| Concurrent Investment Advisors, LLC | 50,010 | $3.59M | 0.15% | −2,218−4.2% | Reduced |
| Laurel Wealth Advisors LLC | 50,105 | $3.59M | 0.62% | +354+0.7% | Added |
| Oakworth Capital, Inc. | 50,398 | $3.62M | 0.27% | +593+1.2% | Added |
| Money Concepts Capital Corp | 50,913 | $3.65M | 0.34% | +180+0.4% | Added |
| Steward Partners Investment Solutions, LLC | 51,327 | $3.68M | 0.62% | +3,093+6.4% | Added |
| Montag A & Associates Inc | 51,541 | $3.70M | 0.18% | −10,787−17.3% | Reduced |
| Bremer Bank National Association | 51,680 | $3.71M | 0.69% | +48,565+1,559.1% | Added |
| Ameritas Investment Partners, Inc. | 52,045 | $3.73M | 0.13% | +696+1.4% | Added |
| Great Valley Advisor Group, Inc. | 52,061 | $3.73M | 0.11% | +18,147+53.5% | Added |