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 |
|---|---|---|---|---|---|
| Financial Partners Group, Inc | 4,431 | $317.9K | 0.05% | +4,431 | New |
| Financial Management Professionals, Inc. | 4,440 | $319.0K | 0.05% | −71−1.6% | Reduced |
| Dogwood Wealth Management LLC | 4,447 | $319.0K | 0.22% | +710+19.0% | Added |
| Investment House LLC | 4,452 | $319.4K | 0.02% | +28+0.6% | Added |
| Trilogy Capital Inc. | 4,456 | $319.7K | 0.02% | +4,456 | New |
| Veracity Capital LLC | 4,457 | $319.8K | 0.12% | −167−3.6% | Reduced |
| Hanson & Doremus Investment Management | 4,461 | $320.0K | 0.06% | −230−4.9% | Reduced |
| TCI Wealth Advisors, Inc. | 4,492 | $322.3K | 0.03% | −213−4.5% | Reduced |
| Scotia Capital Inc. | 4,495 | $322.5K | 0.00% | −309−6.4% | Reduced |
| Capital Investment Counsel, Inc | 4,497 | $322.6K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4,500 | $322.8K | 0.02% | +3+0.1% | Added |
| Waldron Private Wealth LLC | 4,502 | $323.0K | 0.01% | −574−11.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,502 | $323.0K | 0.03% | +340+8.2% | Added |
| Radnor Capital Management, LLC | 4,500 | $323.0K | 0.06% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,513 | $323.8K | 0.32% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,529 | $324.9K | 0.15% | +47+1.0% | Added |
| Citizens Business Bank | 4,533 | $325.2K | 0.07% | +491+12.1% | Added |
| Madison Park Capital Advisors, LLC | 4,574 | $328.1K | 0.29% | +47+1.0% | Added |
| Violich Capital Management, Inc. | 4,595 | $330.0K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,615 | $331.0K | 0.07% | −200−4.2% | Reduced |
| Meridian Financial, LLC | 4,627 | $331.9K | 0.25% | −299−6.1% | Reduced |
| CSM Advisors, LLC | 4,626 | $332.0K | 0.02% | −1,100−19.2% | Reduced |
| NSI Retail Advisors, LLC | 4,626 | $332.0K | 0.05% | −1,100−19.2% | Reduced |
| Altfest L J & Co Inc | 4,628 | $332.0K | 0.05% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,632 | $332.3K | 0.05% | +3+0.1% | Added |
| Avestar Capital, LLC | 4,634 | $332.4K | 0.04% | +273+6.3% | Added |
| Independence Bank of Kentucky | 4,640 | $332.9K | 0.10% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 4,650 | $334.0K | 0.14% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,660 | $334.3K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,662 | $334.5K | 0.01% | −635−12.0% | Reduced |
| Fonville Wealth Management LLC | 4,662 | $334.5K | 0.15% | +4,662 | New |
| Beacon Investment Advisory Services, Inc. | 4,664 | $334.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,664 | $334.6K | 0.06% | −165−3.4% | Reduced |
| Transcend Wealth Collective, LLC | 4,668 | $334.9K | 0.03% | +554+13.5% | Added |
| Patriot Investment Management Inc. | 4,677 | $335.5K | 0.03% | +334+7.7% | Added |
| Rosenberg Matthew Hamilton | 4,722 | $335.7K | 0.10% | −224−4.5% | Reduced |
| Relative Value Partners Group, LLC | 4,832 | $335.9K | 0.02% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,687 | $336.2K | 0.13% | +360+8.3% | Added |
| Elmwood Wealth Management, Inc. | 4,693 | $336.6K | 0.14% | −5−0.1% | Reduced |
| Pitcairn Co | 4,695 | $336.8K | 0.02% | +881+23.1% | Added |
| Boston Research & Management Inc | 4,710 | $337.0K | 0.08% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,703 | $337.4K | 0.10% | −438−8.5% | Reduced |
| Tranquility Partners, LLC | 4,746 | $340.5K | 0.13% | +48+1.0% | Added |
| Williams Jones Wealth Management, LLC. | 4,766 | $341.9K | 0.00% | −84−1.7% | Reduced |
| Sage Mountain Advisors LLC | 4,768 | $342.1K | 0.04% | −340−6.7% | Reduced |
| Camden Capital, LLC | 4,769 | $342.2K | 0.03% | −412−8.0% | Reduced |
| Triton Wealth Management, PLLC | 4,681 | $343.2K | 0.24% | −10−0.2% | Reduced |
| Lokken Investment Group LLC | 4,785 | $343.3K | 0.17% | −9−0.2% | Reduced |
| Washington Trust Co | 4,785 | $343.3K | 0.01% | +35+0.7% | Added |
| Flagship Harbor Advisors, LLC | 4,787 | $343.4K | 0.02% | +277+6.1% | Added |
| Southland Equity Partners LLC | 4,828 | $346.3K | 0.10% | +36+0.8% | Added |
| Johnson Financial Group, Inc. | 4,828 | $346.4K | 0.02% | +2,851+144.2% | Added |
| Campion Asset Management LLC | 4,830 | $346.5K | 0.27% | −90−1.8% | Reduced |
| V-Square Quantitative Management LLC | 4,839 | $347.1K | 0.06% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,850 | $347.9K | 0.29% | +300+6.6% | Added |
| Sunpointe, LLC | 4,871 | $349.4K | 0.39% | +191+4.1% | Added |
| CMG Global Holdings, LLC | 4,902 | $351.7K | 0.24% | 00.0% | Unchanged |
| Jentner Corp | 4,918 | $352.8K | 0.12% | +46+0.9% | Added |
| Cutter & CO Brokerage, Inc. | 4,930 | $353.7K | 0.09% | +69+1.4% | Added |
| MKT Advisors LLC | 5,075 | $354.1K | 0.19% | +264+5.5% | Added |
| Allen Capital Group, LLC | 4,942 | $354.5K | 0.05% | +4,942 | New |
| Abn Amro Investment Solutions | 4,948 | $355.0K | 0.01% | −345−6.5% | Reduced |
| Keynote Financial Services LLC | 4,958 | $355.7K | 0.30% | +4,958 | New |
| Cape Cod Five Cents Savings Bank | 4,971 | $356.6K | 0.03% | −523−9.5% | Reduced |
| Retirement Planning Group | 4,986 | $357.7K | 0.03% | +4,986 | New |
| Zhang Financial LLC | 4,991 | $358.1K | 0.03% | +50+1.0% | Added |
| Altus Wealth Group LLC | 4,994 | $358.2K | 0.18% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 5,040 | $358.3K | 0.24% | +5,040 | New |
| Alpha Cubed Investments, LLC | 5,013 | $359.7K | 0.02% | −696−12.2% | Reduced |
| Legacy Financial Advisors, Inc. | 5,017 | $359.9K | 0.06% | +142+2.9% | Added |
| REDW Wealth LLC | 5,017 | $359.9K | 0.10% | +45+0.9% | Added |
| Chaney Capital Management, Inc. | 5,018 | $360.0K | 0.29% | −148−2.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $363.0K | 0.08% | −1,780−26.0% | Reduced |
| Sigma Investment Counselors Inc | 5,078 | $364.3K | 0.02% | +12+0.2% | Added |
| Greylin Investment Mangement Inc | 5,085 | $364.8K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5,085 | $364.8K | 0.19% | +1,141+28.9% | Added |
| BEAM Asset Management, LLC | 5,094 | $365.4K | 0.22% | −303−5.6% | Reduced |
| Cim Investment Mangement Inc | 5,114 | $366.9K | 0.11% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 5,128 | $367.9K | 0.08% | 00.0% | Unchanged |
| Wynn Capital, LLC | 5,129 | $367.9K | 0.28% | +301+6.2% | Added |
| WealthTrust Axiom LLC | 5,138 | $368.6K | 0.12% | +10.0% | Added |
| Davis Investment Partners, LLC | 5,284 | $368.7K | 0.16% | +10.0% | Added |
| Wealth Management Associates, Inc. | 4,767 | $369.8K | 0.17% | +159+3.5% | Added |
| Cladis Investment Advisory, LLC | 5,160 | $370.2K | 0.27% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 5,164 | $370.5K | 0.04% | +644+14.2% | Added |
| RB Capital Management, LLC | 5,171 | $371.0K | 0.10% | −164−3.1% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $372.0K | 0.18% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,191 | $372.4K | 0.02% | −451−8.0% | Reduced |
| Oppenheimer Asset Management Inc. | 5,192 | $372.5K | 0.01% | −533−9.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 5,465 | $373.8K | 0.14% | +582+11.9% | Added |
| Buttonwood Financial Advisors Inc. | 5,213 | $374.0K | 0.18% | −313−5.7% | Reduced |
| Wolverine Trading, LLC | 5,215 | $374.1K | 0.00% | +462+9.7% | Added |
| NorthCrest Asset Manangement, LLC | 5,229 | $375.1K | 0.01% | +21+0.4% | Added |
| First National Bank & Trust Co of Newtown | 5,235 | $375.6K | 0.08% | 00.0% | Unchanged |
| Norden Group LLC | 5,244 | $376.2K | 0.08% | +5,244 | New |
| Correct Capital Wealth Management | 5,250 | $376.6K | 0.09% | 00.0% | Unchanged |
| David Loasby | 5,383 | $380.0K | 0.04% | +1,753+48.3% | Added |
| Mirador Capital Partners LP | 5,300 | $380.2K | 0.07% | +327+6.6% | Added |
| Balentine LLC | 5,302 | $380.4K | 0.01% | −413−7.2% | Reduced |
| TCG Advisory Services, LLC | 5,327 | $382.1K | 0.02% | +13+0.2% | Added |