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 |
|---|---|---|---|---|---|
| GEM Asset Management, LLC | 3,830 | $267.3K | 0.18% | 00.0% | Unchanged |
| Tobam | 3,729 | $268.0K | 0.02% | +1,498+67.1% | Added |
| Ardent Capital Management, Inc. | 3,739 | $268.2K | 0.13% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 3,740 | $268.3K | 0.22% | −663−15.1% | Reduced |
| O'Brien Greene & Co. Inc | 3,750 | $269.0K | 0.09% | −670−15.2% | Reduced |
| JJJ Advisors Inc. | 3,757 | $269.5K | 0.06% | +3+0.1% | Added |
| First Citizens Financial Corp | 3,757 | $269.5K | 0.16% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,761 | $269.8K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,778 | $271.0K | 0.02% | +375+11.0% | Added |
| Second Half Financial Partners, LLC | 3,801 | $272.7K | 0.12% | +60+1.6% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $272.8K | 0.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,805 | $273.0K | 0.15% | −58−1.5% | Reduced |
| Plancorp, LLC | 3,834 | $275.1K | 0.01% | +3,834 | New |
| Live Oak Private Wealth LLC | 3,836 | $275.2K | 0.05% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,840 | $275.5K | 0.07% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 3,840 | $275.5K | 0.95% | +3,840 | New |
| L2 Asset Management, LLC | 3,841 | $275.6K | 0.09% | +279+7.8% | Added |
| Eisler Capital (US) LLC | 3,842 | $275.6K | 0.09% | +3,842 | New |
| Robertson Stephens Wealth Management, LLC | 3,845 | $275.9K | 0.02% | −21−0.5% | Reduced |
| WMG Financial Advisors, LLC | 3,846 | $275.9K | 0.16% | +188+5.1% | Added |
| Financial Security Advisor, Inc. | 3,847 | $276.0K | 0.10% | +25+0.7% | Added |
| American State Bank (Iowa) | 3,854 | $276.5K | 0.19% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 3,855 | $276.6K | 0.04% | 00.0% | Unchanged |
| Searle & Co. | 3,858 | $276.8K | 0.07% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 3,867 | $277.4K | 0.41% | −500−11.4% | Reduced |
| Retirement Income Solutions, Inc | 3,873 | $277.8K | 0.06% | 00.0% | Unchanged |
| Coppell Advisory Solutions Corp. | 3,877 | $278.1K | 0.05% | +3,877 | New |
| Armstrong, Fleming & Moore, Inc | 3,879 | $278.3K | 0.19% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,880 | $278.4K | 0.16% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,883 | $278.6K | 0.03% | +314+8.8% | Added |
| BLB&B Advisors, LLC | 3,888 | $278.9K | 0.02% | +439+12.7% | Added |
| Frontier Asset Management, LLC | 3,897 | $279.6K | 0.10% | +39+1.0% | Added |
| Ausdal Financial Partners, Inc. | 3,899 | $279.7K | 0.03% | −204−5.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 3,900 | $279.8K | 0.11% | −17−0.4% | Reduced |
| Beck Mack & Oliver LLC | 3,900 | $279.8K | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 3,905 | $280.1K | 0.03% | +3,905 | New |
| Alaethes Wealth LLC | 3,905 | $280.1K | 0.12% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 3,910 | $280.5K | 0.23% | −76−1.9% | Reduced |
| Proficio Capital Partners LLC | 3,924 | $281.5K | 0.03% | +43+1.1% | Added |
| Byrne Asset Management LLC | 3,925 | $281.6K | 0.19% | −50−1.3% | Reduced |
| Bourne Lent Asset Management Inc | 3,931 | $282.0K | 0.11% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,937 | $282.4K | 0.06% | −702−15.1% | Reduced |
| Austin Private Wealth, LLC | 3,991 | $283.3K | 0.03% | +786+24.5% | Added |
| Kingdom Financial Group LLC. | 3,950 | $283.4K | 0.20% | −941−19.2% | Reduced |
| Lindbrook Capital, LLC | 3,964 | $284.4K | 0.03% | −1,177−22.9% | Reduced |
| Altus Wealth Management, LLC | 3,973 | $285.0K | 0.15% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,004 | $287.2K | 0.19% | +49+1.2% | Added |
| Fagan Associates, Inc. | 4,011 | $287.8K | 0.05% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 4,018 | $288.3K | 0.07% | +714+21.6% | Added |
| EWG Elevate Inc. | 4,023 | $288.6K | 0.11% | −30−0.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $290.5K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 4,117 | $290.7K | 0.01% | −75−1.8% | Reduced |
| ASB Consultores, LLC | 4,058 | $291.1K | 0.08% | +4,058 | New |
| Commerzbank Aktiengesellschaft | 4,068 | $292.0K | 0.01% | +4,068 | New |
| Dorsey & Whitney Trust CO LLC | 4,098 | $294.0K | 0.02% | +321+8.5% | Added |
| Gen-Wealth Partners Inc | 4,107 | $294.6K | 0.15% | +4,107 | New |
| Willis Johnson & Associates, Inc. | 4,114 | $295.1K | 0.03% | −251−5.8% | Reduced |
| 1st Source Bank | 4,119 | $295.5K | 0.02% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,121 | $295.6K | 0.07% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,125 | $296.0K | 0.01% | −388−8.6% | Reduced |
| TRUE Private Wealth Advisors | 4,126 | $296.0K | 0.03% | +46+1.1% | Added |
| Stratos Wealth Advisors, LLC | 4,132 | $296.5K | 0.02% | −44,273−91.5% | Reduced |
| Northwest Bancshares, Inc. | 4,137 | $296.8K | 0.05% | −2,093−33.6% | Reduced |
| Syverson Strege & Co | 4,142 | $297.2K | 0.11% | +99+2.4% | Added |
| Norwood Financial Corp | 4,158 | $298.3K | 0.43% | 00.0% | Unchanged |
| Aviso Wealth Management | 4,194 | $300.9K | 0.19% | +151+3.7% | Added |
| Institute for Wealth Management, LLC. | 4,195 | $301.0K | 0.04% | −230−5.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,197 | $301.1K | 0.19% | −759−15.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,200 | $301.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,223 | $303.0K | 0.03% | −14−0.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,235 | $303.8K | 0.03% | −229−5.1% | Reduced |
| First Financial Bankshares Inc | 4,237 | $304.0K | 0.01% | +1,036+32.4% | Added |
| Wayfinding Financial, LLC | 3,922 | $304.0K | 0.18% | −57−1.4% | Reduced |
| Sittner & Nelson, LLC | 4,246 | $304.6K | 0.15% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 4,248 | $304.7K | 0.15% | −146−3.3% | Reduced |
| KMG Fiduciary Partners, LLC | 4,266 | $306.0K | 0.03% | +272+6.8% | Added |
| Inscription Capital, LLC | 4,278 | $306.9K | 0.05% | −300−6.6% | Reduced |
| Bey-Douglas LLC | 4,284 | $307.3K | 0.29% | +4+0.1% | Added |
| Goldstone Financial Group, LLC | 4,290 | $307.8K | 0.07% | +214+5.3% | Added |
| Cooper Financial Group | 4,292 | $307.9K | 0.05% | −5−0.1% | Reduced |
| Sierra Summit Advisors LLC | 4,294 | $308.1K | 0.08% | +35+0.8% | Added |
| Longview Financial Advisors, Inc. | 4,300 | $308.5K | 0.23% | +4+0.1% | Added |
| Ascension Asset Management LLC | 4,302 | $308.6K | 0.17% | +4,302 | New |
| Peak Asset Management, LLC | 4,310 | $309.2K | 0.06% | +100+2.4% | Added |
| Secure Asset Management, LLC | 4,318 | $309.8K | 0.07% | −29−0.7% | Reduced |
| Pinnacle Bancorp, Inc. | 4,321 | $310.0K | 0.09% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,325 | $310.3K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3,948 | $310.7K | 0.10% | +35+0.9% | Added |
| Gilliland Jeter Wealth Management LLC | 4,346 | $311.8K | 0.11% | +4,346 | New |
| Trinity Financial Advisors LLC | 4,346 | $311.8K | 0.14% | −184−4.1% | Reduced |
| Appleton Partners Inc | 4,356 | $312.0K | 0.02% | −1,300−23.0% | Reduced |
| Wealthspan Partners, LLC | 4,379 | $314.1K | 0.19% | +188+4.5% | Added |
| Coastline Trust Co | 4,384 | $314.5K | 0.04% | −3,350−43.3% | Reduced |
| Trust Co of the South | 4,390 | $314.9K | 0.07% | −88−2.0% | Reduced |
| SNS Financial Group, LLC | 4,394 | $315.3K | 0.03% | −15−0.3% | Reduced |
| Enterprise Financial Services Corp | 4,398 | $315.5K | 0.19% | −445−9.2% | Reduced |
| 9258 Wealth Management, LLC | 4,407 | $316.2K | 0.05% | −145−3.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,417 | $316.9K | 0.01% | −607−12.1% | Reduced |
| Thompson Investment Management, Inc. | 4,424 | $317.4K | 0.05% | +66+1.5% | Added |
| J. L. Bainbridge & Co., Inc. | 4,425 | $317.5K | 0.03% | +4+0.1% | Added |