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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 474 | $34.0K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 477 | $34.2K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 489 | $35.1K | 0.01% | −1,646−77.1% | Reduced |
| Tortoise Investment Management, LLC | 490 | $35.2K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $35.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $35.9K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 500 | $36.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 506 | $36.3K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 508 | $36.4K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 509 | $36.5K | 0.01% | +100+24.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 522 | $37.4K | 0.00% | +508+3,628.6% | Added |
| JFS Wealth Advisors, LLC | 527 | $37.8K | 0.00% | −1,044−66.5% | Reduced |
| ORG Partners LLC | 538 | $38.3K | 0.07% | −2,500−82.3% | Reduced |
| Moser Wealth Advisors, LLC | 537 | $38.5K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 540 | $38.7K | 0.01% | −800−59.7% | Reduced |
| Cedar Wealth Management, LLC | 545 | $39.1K | 0.01% | +211+63.2% | Added |
| TD Capital Management LLC | 546 | $39.2K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 553 | $39.3K | 0.00% | +553 | New |
| Richardson Financial Services Inc. | 554 | $39.7K | 0.03% | −4−0.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 556 | $39.9K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 571 | $40.0K | 0.01% | +45+8.6% | Added |
| Aspire Private Capital, LLC | 586 | $42.1K | 0.01% | +1+0.2% | Added |
| Stuart Chaussee & Associates, Inc. | 588 | $42.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 594 | $42.6K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 596 | $42.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 549 | $43.0K | 0.00% | −18,276−97.1% | Reduced |
| Highlander Capital Management, LLC | 620 | $44.5K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 625 | $44.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $45.9K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $46.6K | 0.00% | −100−13.3% | Reduced |
| Cetera Trust Company, N.A | 650 | $46.6K | 0.03% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 650 | $46.7K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $47.6K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 676 | $48.0K | 0.02% | −213−24.0% | Reduced |
| Western Pacific Wealth Management, LP | 670 | $48.1K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 678 | $48.6K | 0.01% | +370+120.1% | Added |
| Cornerstone Planning Group LLC | 662 | $50.2K | 0.02% | −67−9.2% | Reduced |
| Atticus Wealth Management, LLC | 701 | $50.3K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $51.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 716 | $51.4K | 0.03% | +1+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 758 | $54.0K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 766 | $55.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 768 | $55.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 770 | $55.2K | 0.02% | −5−0.6% | Reduced |
| CNB Bank | 778 | $55.8K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 779 | $55.9K | 0.05% | −139−15.1% | Reduced |
| SOA Wealth Advisors, LLC. | 781 | $56.0K | 0.01% | +3+0.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 789 | $56.6K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 818 | $58.7K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 874 | $62.7K | 0.01% | +59+7.2% | Added |
| Northwest Investment Counselors, LLC | 900 | $64.6K | 0.02% | +900 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 912 | $65.4K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 922 | $66.1K | 0.00% | +922 | New |
| Richard W. Paul & Associates, LLC | 922 | $66.1K | 0.03% | −9−1.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 927 | $66.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 932 | $66.9K | 0.04% | −381−29.0% | Reduced |
| Avion Wealth | 965 | $70.0K | 0.02% | +246+34.2% | Added |
| Avalon Trust Co | 1,000 | $71.7K | 0.01% | −100−9.1% | Reduced |
| DAGCO, Inc. | 1,000 | $71.7K | 0.03% | +1,000 | New |
| Lynwood Capital Management Inc. | 1,000 | $71.7K | 0.43% | +1,000 | New |
| Beacon Capital Management, LLC | 1,020 | $73.2K | 0.01% | −71−6.5% | Reduced |
| American National Bank | 1,032 | $74.0K | 0.01% | −22−2.1% | Reduced |
| Bellevue Asset Management, LLC | 1,045 | $74.9K | 0.04% | +4+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 1,055 | $76.0K | 0.01% | −7,163−87.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,080 | $76.2K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,070 | $76.8K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,087 | $78.0K | 0.03% | −910−45.6% | Reduced |
| Trust Co | 1,093 | $78.4K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,097 | $78.7K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,107 | $79.0K | 0.01% | −65−5.5% | Reduced |
| New Covenant Trust Company, N.A. | 1,121 | $80.4K | 0.08% | +1,121 | New |
| LRI Investments, LLC | 1,123 | $80.6K | 0.02% | +1,123 | New |
| DiNuzzo Private Wealth, Inc. | 1,129 | $81.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,176 | $84.4K | 0.00% | −1,826−60.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,184 | $84.9K | 0.02% | −47,975−97.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,200 | $86.1K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,200 | $87.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,264 | $90.7K | 0.04% | +50+4.1% | Added |
| Main Street Group, LTD | 1,273 | $90.7K | 0.04% | +408+47.2% | Added |
| Ruedi Wealth Management, Inc. | 1,329 | $95.4K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,344 | $96.4K | 0.01% | +350+35.2% | Added |
| M&R Capital Management Inc | 1,350 | $96.8K | 0.02% | −70−4.9% | Reduced |
| Ostrum Asset Management | 1,350 | $96.8K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,397 | $100.2K | 0.01% | +1,397 | New |
| Tyler-Stone Wealth Management | 1,411 | $101.2K | 0.04% | +400+39.6% | Added |
| Proffitt & Goodson Inc | 1,429 | $102.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,431 | $102.7K | 0.00% | −200−12.3% | Reduced |
| McIlrath & Eck, LLC | 1,442 | $103.4K | 0.02% | +124+9.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $104.0K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 1,456 | $104.5K | 0.01% | +41+2.9% | Added |
| Bogart Wealth, LLC | 1,466 | $105.2K | 0.01% | +220+17.7% | Added |
| Colonial Trust Co | 1,485 | $106.5K | 0.02% | −1−0.1% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $107.6K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,534 | $110.0K | 0.08% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 1,538 | $110.3K | 0.05% | +1,538 | New |
| Deseret Mutual Benefit Administrators | 1,561 | $112.0K | 0.06% | +76+5.1% | Added |
| S.A. Mason LLC | 1,583 | $113.6K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,588 | $114.0K | 0.03% | −60−3.6% | Reduced |
| USA Financial Portformulas Corp | 1,612 | $115.6K | 0.02% | +1,612 | New |
| MV Capital Management, Inc. | 1,633 | $117.2K | 0.01% | +7+0.4% | Added |