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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1,652 | $118.5K | 0.01% | −152−8.4% | Reduced |
| Toth Financial Advisory Corp | 1,712 | $122.8K | 0.02% | +5+0.3% | Added |
| Silvant Capital Management LLC | 1,727 | $123.9K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,750 | $125.5K | 0.02% | −40−2.2% | Reduced |
| Riverview Trust Co | 1,867 | $133.9K | 0.10% | +1,867 | New |
| MCF Advisors LLC | 1,891 | $135.7K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,933 | $138.7K | 0.09% | +1,892+4,614.6% | Added |
| CVA Family Office, LLC | 1,946 | $139.6K | 0.02% | +7+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,970 | $141.4K | 0.06% | +19+1.0% | Added |
| TFC Financial Management | 1,988 | $142.6K | 0.03% | +5+0.3% | Added |
| Quintet Private Bank (Europe) S.A. | 1,739 | $142.7K | 0.01% | −261−13.1% | Reduced |
| Covestor Ltd | 2,005 | $144.0K | 0.09% | +1,472+276.2% | Added |
| Clear Investment Research, LLC | 2,020 | $144.9K | 0.20% | +14+0.7% | Added |
| Smithfield Trust Co | 2,028 | $146.0K | 0.01% | +113+5.9% | Added |
| Indiana Trust & Investment Management CO | 2,060 | $147.8K | 0.06% | +496+31.7% | Added |
| DT Investment Partners, LLC | 2,080 | $149.2K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,151 | $154.3K | 0.09% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $154.6K | 0.01% | −11−0.5% | Reduced |
| Continuum Advisory, LLC | 2,006 | $157.0K | 0.02% | −1,433−41.7% | Reduced |
| Chelsea Counsel Co | 2,255 | $161.8K | 0.09% | −33−1.4% | Reduced |
| Ransom Advisory, Ltd | 2,266 | $162.6K | 0.09% | +2,266 | New |
| Harbor Investment Advisory, LLC | 2,299 | $164.9K | 0.02% | −129−5.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 2,370 | $170.0K | 0.03% | −700−22.8% | Reduced |
| Stephens Consulting, LLC | 2,379 | $170.7K | 0.05% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,400 | $172.2K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,457 | $174.3K | 0.02% | +1,254+104.2% | Added |
| WR Wealth Planners, LLC | 2,446 | $175.5K | 0.05% | +2,446 | New |
| Westside Investment Management, Inc. | 2,453 | $176.0K | 0.04% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 2,406 | $176.8K | 0.16% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,484 | $178.2K | 0.02% | +29+1.2% | Added |
| Brown, Lisle/Cummings, Inc. | 2,534 | $181.8K | 0.06% | +5+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,554 | $183.2K | 0.07% | +82+3.3% | Added |
| Parkside Financial Bank & Trust | 2,569 | $184.3K | 0.03% | −459−15.2% | Reduced |
| Compass Wealth Management LLC | 2,570 | $184.4K | 0.05% | +1,200+87.6% | Added |
| AlphaMark Advisors, LLC | 2,589 | $186.0K | 0.07% | −66−2.5% | Reduced |
| Laffer Tengler Investments | 2,600 | $186.5K | 0.05% | −74−2.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,701 | $193.8K | 0.08% | −839−23.7% | Reduced |
| Godsey & Gibb Associates | 2,765 | $198.4K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,765 | $198.4K | 0.01% | +1,942+236.0% | Added |
| Princeton Global Asset Management LLC | 2,796 | $200.6K | 0.05% | −27−1.0% | Reduced |
| Ategra Capital Management, LLC | 2,796 | $200.6K | 0.09% | +2,796 | New |
| Peoples Bank | 2,800 | $200.9K | 0.16% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,801 | $201.0K | 0.04% | −6,222−69.0% | Reduced |
| Arden Trust Co | 2,805 | $201.2K | 0.03% | −89−3.1% | Reduced |
| Motco | 2,805 | $201.2K | 0.01% | −5−0.2% | Reduced |
| Finer Wealth Management, Inc. | 2,808 | $201.4K | 0.13% | +2,808 | New |
| FSA Wealth Management LLC | 2,812 | $201.7K | 0.09% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,812 | $201.7K | 0.05% | +974+53.0% | Added |
| Simon Quick Advisors, LLC | 2,813 | $201.8K | 0.02% | +2,813 | New |
| Financial Partners Group, LLC | 2,827 | $202.8K | 0.08% | +2,827 | New |
| Meadow Creek Wealth Advisors LLC | 2,836 | $203.5K | 0.14% | +2,836 | New |
| Keating Investment Counselors Inc | 2,843 | $204.0K | 0.07% | +2,843 | New |
| Bank of Stockton | 2,845 | $204.1K | 0.06% | +2,845 | New |
| Quotient Wealth Partners, LLC | 2,845 | $204.1K | 0.01% | +2,845 | New |
| Ballentine Partners, LLC | 2,852 | $204.6K | 0.00% | −1,312−31.5% | Reduced |
| Wealthquest Corp | 2,865 | $205.5K | 0.02% | −169−5.6% | Reduced |
| YHB Investment Advisors, Inc. | 2,874 | $206.2K | 0.02% | −75−2.5% | Reduced |
| Shufro Rose & Co LLC | 2,879 | $206.5K | 0.02% | +2,879 | New |
| Councilmark Asset Management, LLC | 2,883 | $206.8K | 0.15% | +2,883 | New |
| Sage Private Wealth Group, LLC | 2,895 | $207.7K | 0.17% | +2,895 | New |
| Sompo Asset Management Co., Ltd. | 2,900 | $208.0K | 0.03% | +2,900 | New |
| Catalyst Funds Management Pty Ltd | 2,900 | $208.0K | 0.06% | +2,900 | New |
| Renasant Bank | 2,905 | $208.4K | 0.15% | −316−9.8% | Reduced |
| First Trust Investment Solutions L.P. | 2,915 | $209.1K | 0.04% | +2,915 | New |
| Maripau Wealth Management LLC | 2,926 | $209.9K | 0.16% | +38+1.3% | Added |
| Univest Financial Corp | 2,926 | $209.9K | 0.06% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,926 | $210.0K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,937 | $210.7K | 0.02% | −165−5.3% | Reduced |
| Gerber, LLC | 2,963 | $212.5K | 0.18% | −343−10.4% | Reduced |
| Sapient Capital LLC | 2,967 | $212.9K | 0.00% | −925−23.8% | Reduced |
| Gray Wealth Management Inc. | 2,976 | $213.5K | 0.10% | −75−2.5% | Reduced |
| Premier Path Wealth Partners, LLC | 2,992 | $213.7K | 0.04% | −706−19.1% | Reduced |
| Barlow Wealth Partners, Inc. | 3,120 | $214.4K | 0.03% | −10−0.3% | Reduced |
| Greenfield Savings Bank | 2,998 | $215.1K | 0.11% | −537−15.2% | Reduced |
| CRA Financial Services, LLC | 2,999 | $215.1K | 0.05% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $215.2K | 0.17% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,001 | $215.3K | 0.06% | −532−15.1% | Reduced |
| KKM Financial LLC | 3,001 | $215.3K | 0.10% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,004 | $215.5K | 0.02% | +3,004 | New |
| Lazari Capital Management, Inc. | 3,006 | $215.6K | 0.12% | +7+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,008 | $215.8K | 0.01% | +50+1.7% | Added |
| VeraBank, N.A. | 3,012 | $216.1K | 0.07% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,017 | $216.4K | 0.06% | +3,017 | New |
| Truvestments Capital LLC | 3,021 | $216.7K | 0.08% | −493−14.0% | Reduced |
| Fort Washington Investment Advisors Inc | 3,029 | $217.3K | 0.00% | −263−8.0% | Reduced |
| Berry Wealth Group, LP | 3,037 | $217.9K | 0.18% | +42+1.4% | Added |
| Exchange Capital Management, Inc. | 3,056 | $219.2K | 0.04% | +22+0.7% | Added |
| Octavia Wealth Advisors, LLC | 3,057 | $219.3K | 0.03% | −347−10.2% | Reduced |
| Waterford Advisors, LLC | 3,091 | $221.7K | 0.09% | −380−10.9% | Reduced |
| Gibbs Wealth Management | 3,107 | $222.9K | 0.13% | +3,107 | New |
| Biltmore Wealth Management, LLC | 3,182 | $223.1K | 0.11% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,115 | $223.5K | 0.04% | +3,115 | New |
| Quadrant Private Wealth Management, LLC | 3,124 | $224.1K | 0.06% | +4+0.1% | Added |
| Investors Asset Management of Georgia Inc | 3,126 | $224.3K | 0.11% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,126 | $224.3K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,127 | $224.3K | 0.03% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,128 | $224.4K | 0.26% | 00.0% | Unchanged |
| New Hampshire Trust | 3,133 | $224.8K | 0.05% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 3,150 | $225.0K | 0.12% | −300−8.7% | Reduced |
| Coho Partners, Ltd. | 3,139 | $225.2K | 0.01% | 00.0% | Unchanged |