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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 52,853 | $3.77M | 0.00% | −634−1.2% | Reduced |
| Advisors Asset Management, Inc. | 52,920 | $3.80M | 0.07% | −8,230−13.5% | Reduced |
| Glenmede Trust Co NA | 52,974 | $3.80M | 0.02% | +80+0.2% | Added |
| Wesbanco Bank Inc | 53,384 | $3.83M | 0.14% | +13,583+34.1% | Added |
| First Personal Financial Services | 53,868 | $3.86M | 0.90% | +26,092+93.9% | Added |
| Lincoln National Corp | 53,900 | $3.87M | 0.06% | +2,767+5.4% | Added |
| Citadel Advisors LLC | 54,855 | $3.94M | 0.00% | −160,924−74.6% | Reduced |
| New Mexico Educational Retirement Board | 54,987 | $3.94M | 0.14% | −1,700−3.0% | Reduced |
| Wealthcare Advisory Partners LLC | 55,034 | $3.95M | 0.13% | +3,201+6.2% | Added |
| First Bank & Trust | 55,046 | $3.95M | 0.82% | −2,754−4.8% | Reduced |
| Trinity Legacy Partners, LLC | 55,153 | $3.96M | 1.16% | +7,906+16.7% | Added |
| Trajan Wealth LLC | 55,387 | $3.97M | 0.27% | +55,387 | New |
| AE Wealth Management LLC | 55,451 | $3.98M | 0.04% | −210,314−79.1% | Reduced |
| Planning Capital Management Corp | 55,933 | $4.01M | 2.93% | +1,491+2.7% | Added |
| American Trust Investment Advisors, LLC | 56,145 | $4.03M | 1.92% | +3,163+6.0% | Added |
| United Bank | 56,162 | $4.03M | 2.05% | +18,974+51.0% | Added |
| Park Avenue Securities LLC | 56,169 | $4.03M | 0.05% | +18,472+49.0% | Added |
| Pathway Financial Advisers, LLC | 56,591 | $4.06M | 1.46% | −1,219−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 56,943 | $4.09M | 0.09% | −1,448−2.5% | Reduced |
| Simmons Bank | 57,864 | $4.15M | 0.31% | +2,345+4.2% | Added |
| Schnieders Capital Management LLC | 58,099 | $4.17M | 0.86% | −1,120−1.9% | Reduced |
| Tudor Investment Corp Et Al | 58,555 | $4.20M | 0.05% | −267,854−82.1% | Reduced |
| StoneX Group Inc. | 58,721 | $4.21M | 0.38% | +1,405+2.5% | Added |
| Man Group plc | 58,726 | $4.21M | 0.01% | +46,443+378.1% | Added |
| Buckhead Capital Management LLC | 58,760 | $4.22M | 1.43% | +1,270+2.2% | Added |
| Quantinno Capital Management LP | 58,875 | $4.22M | 0.09% | +5,251+9.8% | Added |
| Spirepoint Private Client, LLC | 59,605 | $4.28M | 0.65% | +59,605 | New |
| Birmingham Capital Management Co Inc | 59,650 | $4.28M | 1.57% | −1,600−2.6% | Reduced |
| Bridge Creek Capital Management LLC | 59,913 | $4.30M | 1.38% | −33−0.1% | Reduced |
| SpiderRock Advisors, LLC | 61,960 | $4.30M | 0.14% | +61,960 | New |
| BW Gestao de Investimentos Ltda. | 60,000 | $4.30M | 0.39% | +60,000 | New |
| Cresset Asset Management, LLC | 60,618 | $4.35M | 0.02% | +6,539+12.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 61,207 | $4.39M | 1.08% | +5,102+9.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 61,534 | $4.41M | 0.05% | +1,522+2.5% | Added |
| Foundations Investment Advisors, LLC | 61,725 | $4.43M | 0.12% | +1,719+2.9% | Added |
| Stratos Wealth Partners, LTD. | 61,833 | $4.44M | 0.07% | +516+0.8% | Added |
| First Citizens Bank & Trust Co | 62,179 | $4.46M | 0.09% | +7,151+13.0% | Added |
| Clearbridge Investments, LLC | 62,490 | $4.48M | 0.00% | −484−0.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 62,537 | $4.49M | 0.30% | −42,004−40.2% | Reduced |
| Shilanski & Associates, Inc. | 62,679 | $4.50M | 1.55% | −88−0.1% | Reduced |
| Savant Capital, LLC | 63,166 | $4.53M | 0.05% | −2,771−4.2% | Reduced |
| Louisiana State Employees Retirement System | 63,500 | $4.56M | 0.09% | −2,400−3.6% | Reduced |
| Baugh & Associates, LLC | 63,714 | $4.57M | 2.43% | −630−1.0% | Reduced |
| Goelzer Investment Management, Inc. | 63,863 | $4.58M | 0.26% | −486−0.8% | Reduced |
| Securian Asset Management, Inc | 64,236 | $4.61M | 0.14% | −4,787−6.9% | Reduced |
| City Holding Co | 64,380 | $4.62M | 0.69% | +1,374+2.2% | Added |
| Metis Global Partners, LLC | 64,480 | $4.63M | 0.17% | +974+1.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 64,617 | $4.64M | 1.12% | −3,072−4.5% | Reduced |
| Level Four Advisory Services, LLC | 66,229 | $4.64M | 0.26% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 65,019 | $4.66M | 0.07% | +1,621+2.6% | Added |
| Sigma Planning Corp | 65,456 | $4.70M | 0.15% | +35,124+115.8% | Added |
| Royal London Asset Management Ltd | 65,519 | $4.70M | 0.01% | −31,171−32.2% | Reduced |
| Millennium Management LLC | 66,121 | $4.74M | 0.00% | −284,010−81.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 66,284 | $4.76M | 1.09% | +59,978+951.1% | Added |
| Ellsworth Advisors, LLC | 69,257 | $4.76M | 1.37% | +3,564+5.4% | Added |
| Lumbard & Kellner, LLC | 66,401 | $4.76M | 2.32% | −100−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 66,706 | $4.79M | 1.17% | +190+0.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 67,085 | $4.81M | 0.34% | +67,085 | New |
| Intact Investment Management Inc. | 67,200 | $4.82M | 0.19% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 67,305 | $4.83M | 0.08% | −7,117−9.6% | Reduced |
| NBC Securities, Inc. | 68,210 | $4.89M | 0.46% | +1,416+2.1% | Added |
| Moors & Cabot, Inc. | 68,947 | $4.95M | 0.27% | +1,982+3.0% | Added |
| TD Waterhouse Canada Inc. | 55,779 | $4.96M | 0.04% | +51,251+1,131.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 69,519 | $4.99M | 0.42% | −1,840−2.6% | Reduced |
| Institutional & Family Asset Management, LLC | 69,546 | $4.99M | 0.80% | +3,047+4.6% | Added |
| Carson Advisory Inc. | 69,945 | $5.02M | 3.53% | −283−0.4% | Reduced |
| Ieq Capital, LLC | 69,950 | $5.02M | 0.07% | +7,232+11.5% | Added |
| Capital Investment Counsel, LLC | 70,423 | $5.05M | 1.08% | +26,504+60.3% | Added |
| Hartford Investment Management Co | 70,502 | $5.06M | 0.18% | −2,996−4.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 70,622 | $5.07M | 0.27% | −3,454−4.7% | Reduced |
| National Asset Management, Inc. | 78,636 | $5.09M | 0.14% | +3,343+4.4% | Added |
| Umb Bank N A | 70,953 | $5.09M | 0.08% | −14,644−17.1% | Reduced |
| South Dakota Investment Council | 71,106 | $5.10M | 0.11% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 71,782 | $5.15M | 0.13% | +3,232+4.7% | Added |
| Coston, McIsaac & Partners | 73,048 | $5.24M | 1.68% | +2,807+4.0% | Added |
| D.A. Davidson & Co. | 73,286 | $5.26M | 0.05% | +253+0.3% | Added |
| Kempen Capital Management N.V. | 73,382 | $5.26M | 0.07% | −45,215−38.1% | Reduced |
| Neuberger Berman Group LLC | 74,086 | $5.31M | 0.00% | −9,258−11.1% | Reduced |
| Naples Global Advisors, LLC | 74,126 | $5.32M | 0.54% | +1,304+1.8% | Added |
| Telos Capital Management, Inc. | 75,458 | $5.41M | 0.61% | +946+1.3% | Added |
| Thrivent Financial for Lutherans | 75,764 | $5.43M | 0.01% | −23,930−24.0% | Reduced |
| Cornerstone Capital, Inc. | 75,871 | $5.44M | 0.56% | −100,848−57.1% | Reduced |
| Carret Asset Management, LLC | 76,309 | $5.47M | 0.64% | +65+0.1% | Added |
| Peconic Partners LLC | 76,819 | $5.51M | 0.24% | +76,819 | New |
| Anchor Investment Management, LLC | 77,109 | $5.53M | 0.58% | +1,497+2.0% | Added |
| KBC Group NV | 77,352 | $5.55M | 0.02% | +4,140+5.7% | Added |
| Trustmark National Bank Trust Department | 77,356 | $5.55M | 0.45% | +375+0.5% | Added |
| Albion Financial Group | 77,938 | $5.59M | 0.43% | −51−0.1% | Reduced |
| Prospera Financial Services Inc | 78,164 | $5.61M | 0.17% | +1,106+1.4% | Added |
| M&G Plc | 78,438 | $5.65M | 0.03% | +78,438 | New |
| Panagora Asset Management Inc | 79,100 | $5.67M | 0.03% | +10,153+14.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 79,161 | $5.68M | 0.35% | +4,403+5.9% | Added |
| Executive Wealth Management, LLC | 79,978 | $5.69M | 0.50% | −1,116−1.4% | Reduced |
| Credit Agricole S A | 80,639 | $5.69M | 0.10% | +80,639 | New |
| Brookstone Capital Management | 79,414 | $5.70M | 0.10% | +12,247+18.2% | Added |
| JustInvest LLC | 79,643 | $5.71M | 0.12% | +8,385+11.8% | Added |
| King Luther Capital Management Corp | 80,325 | $5.76M | 0.03% | +13,975+21.1% | Added |
| Old Point Trust & Financial Services N A | 80,426 | $5.77M | 2.10% | −480−0.6% | Reduced |
| Maryland State Retirement & Pension System | 84,832 | $5.86M | 0.12% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 81,655 | $5.86M | 1.49% | +14,354+21.3% | Added |