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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 81,783 | $5.87M | 0.20% | +5,098+6.6% | Added |
| Sky Investment Group LLC | 82,232 | $5.90M | 1.14% | +115+0.1% | Added |
| Kentucky Retirement Systems | 82,825 | $5.94M | 0.18% | −4,436−5.1% | Reduced |
| Central Trust Co | 83,093 | $5.96M | 0.15% | −223−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 83,471 | $5.99M | 0.07% | +9,917+13.5% | Added |
| Chronos Wealth Management, LLC | 83,943 | $6.02M | 3.52% | +3,471+4.3% | Added |
| GLOBALT Investments LLC | 85,733 | $6.15M | 0.24% | −1,162−1.3% | Reduced |
| Avantax Advisory Services, Inc. | 86,063 | $6.17M | 0.05% | −2,280−2.6% | Reduced |
| MainStreet Investment Advisors LLC | 86,203 | $6.18M | 0.74% | −980−1.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 84,477 | $6.22M | 4.42% | +84,477 | New |
| Massmutual Trust Co FSB | 87,097 | $6.25M | 0.19% | +915+1.1% | Added |
| Wealthfront Advisers LLC | 87,729 | $6.29M | 0.02% | −2,076−2.3% | Reduced |
| Cornerstone Advisors, LLC | 87,800 | $6.30M | 0.26% | −2,200−2.4% | Reduced |
| Aull & Monroe Investment Management Corp | 88,481 | $6.35M | 2.90% | −885−1.0% | Reduced |
| Keel Point, LLC | 88,648 | $6.36M | 0.66% | +678+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 88,641 | $6.36M | 0.06% | −4,615−4.9% | Reduced |
| First PREMIER Bank | 89,255 | $6.40M | 1.69% | −2,716−3.0% | Reduced |
| Lido Advisors, LLC | 89,310 | $6.41M | 0.06% | +19,495+27.9% | Added |
| IFG Advisory, LLC | 89,497 | $6.42M | 0.48% | +1,906+2.2% | Added |
| QRG Capital Management, Inc. | 89,558 | $6.42M | 0.08% | −5,900−6.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 89,748 | $6.44M | 0.69% | −2,755−3.0% | Reduced |
| Windle Wealth, LLC | 90,191 | $6.47M | 4.12% | +3,672+4.2% | Added |
| Thomasville National Bank | 91,512 | $6.57M | 0.54% | +466+0.5% | Added |
| Fisher Asset Management, LLC | 91,608 | $6.57M | 0.00% | +7,021+8.3% | Added |
| Warren Averett Asset Management, LLC | 91,668 | $6.58M | 0.15% | +16,685+22.3% | Added |
| United Capital Financial Advisers, LLC | 91,677 | $6.58M | 0.05% | −33,961−27.0% | Reduced |
| Blair William & Co | 91,898 | $6.59M | 0.02% | +1,415+1.6% | Added |
| Edgemoor Investment Advisors, Inc. | 91,915 | $6.59M | 0.62% | −1,044−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 92,469 | $6.63M | 0.17% | +1,144+1.3% | Added |
| Oregon Public Employees Retirement Fund | 93,277 | $6.69M | 0.13% | +8,181+9.6% | Added |
| Insight Folios Inc | 94,141 | $6.75M | 2.73% | +1,886+2.0% | Added |
| Advocate Group LLC | 94,696 | $6.79M | 1.35% | −540−0.6% | Reduced |
| Azimuth Capital Investment Management LLC | 94,879 | $6.81M | 0.28% | +70,070+282.4% | Added |
| ARS Wealth Advisors Group, LLC | 96,735 | $6.94M | 0.94% | −11,334−10.5% | Reduced |
| Atria Wealth Solutions, Inc. | 96,952 | $6.96M | 0.08% | +8,562+9.7% | Added |
| Principle Wealth Partners LLC | 97,051 | $6.96M | 0.54% | +4,888+5.3% | Added |
| Zions Bancorporation, N.A. | 97,363 | $6.98M | 0.51% | +2,125+2.2% | Added |
| Buck Wealth Strategies, LLC | 98,627 | $7.08M | 2.43% | +90,627+1,132.8% | Added |
| Advisors Management Group Inc | 101,035 | $7.25M | 1.80% | −568−0.6% | Reduced |
| Davenport & Co LLC | 103,681 | $7.44M | 0.05% | −3,496−3.3% | Reduced |
| Kanawha Capital Management LLC | 104,411 | $7.49M | 0.60% | +2,271+2.2% | Added |
| Arkadios Wealth Advisors | 104,523 | $7.50M | 0.58% | +1,902+1.9% | Added |
| Beacon Pointe Advisors, LLC | 104,590 | $7.50M | 0.08% | −1,335−1.3% | Reduced |
| Hantz Financial Services, Inc. | 105,104 | $7.54M | 0.15% | −4,048−3.7% | Reduced |
| Visionary Wealth Advisors | 105,199 | $7.55M | 0.51% | +11,221+11.9% | Added |
| Private Advisor Group, LLC | 106,758 | $7.66M | 0.06% | +4,940+4.9% | Added |
| Fiduciary Group LLC | 108,772 | $7.80M | 0.85% | −325−0.3% | Reduced |
| Associated Banc-Corp | 109,062 | $7.82M | 0.25% | −1,280−1.2% | Reduced |
| CIBC World Markets Corp | 109,336 | $7.84M | 0.05% | −226,044−67.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 109,438 | $7.85M | 0.03% | +109,438 | New |
| Guggenheim Capital LLC | 109,717 | $7.87M | 0.06% | −14,992−12.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 111,250 | $7.98M | 0.02% | −19,750−15.1% | Reduced |
| Daiwa Securities Group Inc. | 112,055 | $8.04M | 0.05% | +11,319+11.2% | Added |
| Pacer Advisors, Inc. | 113,243 | $8.12M | 0.02% | −6,436−5.4% | Reduced |
| Raymond James Trust N.A. | 113,912 | $8.17M | 0.20% | +949+0.8% | Added |
| Pinnacle Associates Ltd | 114,334 | $8.20M | 0.13% | −5,230−4.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 117,000 | $8.39M | 0.10% | −59,500−33.7% | Reduced |
| TCTC Holdings, LLC | 117,055 | $8.40M | 0.28% | −164−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 118,706 | $8.52M | 0.09% | +16,116+15.7% | Added |
| Advisory Services Network, LLC | 120,138 | $8.62M | 0.19% | −2,755−2.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 120,251 | $8.63M | 2.76% | −12,827−9.6% | Reduced |
| Independent Advisor Alliance | 121,340 | $8.70M | 0.31% | −2,685−2.2% | Reduced |
| Fifth Third Bancorp | 121,473 | $8.71M | 0.03% | +354+0.3% | Added |
| Cerity Partners LLC | 121,295 | $8.71M | 0.02% | −63,034−34.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 121,931 | $8.75M | 1.48% | +1,674+1.4% | Added |
| Signature Wealth Management Group | 121,271 | $8.75M | 3.98% | +1,148+1.0% | Added |
| Public Sector Pension Investment Board | 123,665 | $8.87M | 0.06% | −4,386−3.4% | Reduced |
| Rafferty Asset Management, LLC | 125,490 | $9.00M | 0.03% | +3,814+3.1% | Added |
| Commerce Bank | 125,531 | $9.01M | 0.06% | +16,068+14.7% | Added |
| Nissay Asset Management Corp | 125,742 | $9.02M | 0.06% | −2,668−2.1% | Reduced |
| Agf Management Ltd | 126,436 | $9.07M | 0.05% | −5,456−4.1% | Reduced |
| RFG Advisory, LLC | 127,211 | $9.13M | 0.31% | +2,082+1.7% | Added |
| Biondo Investment Advisors, LLC | 127,819 | $9.17M | 1.42% | +1,420+1.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 129,092 | $9.26M | 0.21% | +22,843+21.5% | Added |
| Alerus Financial NA | 129,259 | $9.27M | 0.70% | +38,185+41.9% | Added |
| Bell Bank | 129,946 | $9.32M | 0.80% | +3,502+2.8% | Added |
| Keybank National Association | 129,951 | $9.32M | 0.04% | −559−0.4% | Reduced |
| British Columbia Investment Management Corp | 130,623 | $9.37M | 0.06% | +5,076+4.0% | Added |
| Vestcor Inc | 134,158 | $9.62M | 0.33% | +4,711+3.6% | Added |
| Core Alternative Capital | 135,593 | $9.73M | 1.74% | −10,480−7.2% | Reduced |
| CIBC Private Wealth Group, LLC | 137,376 | $9.77M | 0.02% | +6,097+4.6% | Added |
| Tortoise Capital Advisors, L.L.C. | 136,706 | $9.81M | 0.14% | +21,139+18.3% | Added |
| Huntington National Bank | 137,264 | $9.85M | 0.08% | +60,776+79.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 137,857 | $9.89M | 0.12% | +4,680+3.5% | Added |
| CCM Investment Advisers LLC | 138,007 | $9.90M | 1.18% | −1,788−1.3% | Reduced |
| Allianz Asset Management GmbH | 139,587 | $10.0M | 0.02% | +44,588+46.9% | Added |
| Bank of Nova Scotia | 140,817 | $10.1M | 0.02% | −397,808−73.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 147,083 | $10.2M | 0.93% | +6,167+4.4% | Added |
| Mutual of America Capital Management LLC | 142,991 | $10.3M | 0.11% | −2,896−2.0% | Reduced |
| Janus Henderson Group PLC | 143,816 | $10.3M | 0.01% | −48,964−25.4% | Reduced |
| ProShare Advisors LLC | 144,106 | $10.3M | 0.03% | −2,387−1.6% | Reduced |
| Atria Investments LLC | 145,353 | $10.4M | 0.14% | +5,163+3.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 146,000 | $10.5M | 0.19% | +2,066+1.4% | Added |
| Xponance, Inc. | 146,383 | $10.5M | 0.11% | +7,988+5.8% | Added |
| State of Alaska, Department of Revenue | 146,765 | $10.5M | 0.12% | −9,895−6.3% | Reduced |
| Pathstone Holdings, LLC | 146,976 | $10.5M | 0.05% | −291−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 147,259 | $10.6M | 0.47% | +2,668+1.8% | Added |
| Pinnacle Financial Partners Inc | 148,684 | $10.7M | 0.23% | +7,943+5.6% | Added |
| New York Life Investment Management LLC | 149,023 | $10.7M | 0.11% | −5,663−3.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 150,300 | $10.8M | 0.94% | +150,300 | New |