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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 5,332 | $382.5K | 0.03% | +257+5.1% | Added |
| Pinnacle West Asset Management, Inc. | 5,355 | $384.0K | 0.30% | +20+0.4% | Added |
| Bill Few Associates, Inc. | 5,373 | $385.5K | 0.16% | +1,300+31.9% | Added |
| ML & R Wealth Management LLC | 5,386 | $386.4K | 0.09% | −13−0.2% | Reduced |
| Gratus Wealth Advisors, LLC | 5,487 | $387.2K | 0.07% | +5,487 | New |
| United Capital Management of KS, Inc. | 5,399 | $387.3K | 0.09% | +78+1.5% | Added |
| Bienville Capital Management, LLC | 5,400 | $387.4K | 0.12% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 5,400 | $387.4K | 0.06% | +2,500+86.2% | Added |
| JB Capital LLC | 5,421 | $388.9K | 0.03% | +6+0.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $389.1K | 0.29% | +600+12.4% | Added |
| Haverford Trust Co | 5,426 | $389.3K | 0.00% | −1,750−24.4% | Reduced |
| BBR Partners, LLC | 5,426 | $389.3K | 0.03% | +5,426 | New |
| Wealth Quarterback LLC | 5,446 | $390.7K | 0.22% | +296+5.7% | Added |
| Mathes Company, Inc. | 5,450 | $391.0K | 0.15% | −1,050−16.2% | Reduced |
| Lebenthal Global Advisors, LLC | 5,468 | $392.3K | 0.09% | +209+4.0% | Added |
| Royal Fund Management, LLC | 5,478 | $393.0K | 0.05% | +583+11.9% | Added |
| AlphaCore Capital LLC | 5,481 | $393.2K | 0.10% | +163+3.1% | Added |
| Donald L. Hagan, LLC | 5,484 | $393.4K | 0.21% | 00.0% | Unchanged |
| Wrapmanager Inc | 5,492 | $394.0K | 0.11% | −2,066−27.3% | Reduced |
| Keystone Financial Planning, Inc. | 5,508 | $395.1K | 0.13% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,514 | $395.6K | 0.01% | −20.0% | Reduced |
| Arcus Capital Partners, LLC | 5,542 | $397.6K | 0.13% | +44+0.8% | Added |
| Qsemble Capital Management, LP | 5,548 | $398.0K | 0.09% | −9,420−62.9% | Reduced |
| St Germain D J Co Inc | 5,581 | $400.4K | 0.02% | −20−0.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,584 | $400.6K | 0.15% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,600 | $401.7K | 0.06% | +525+10.3% | Added |
| Cornerstone Wealth Management, LLC | 5,606 | $402.2K | 0.03% | −137−2.4% | Reduced |
| Colonial Trust Advisors | 5,624 | $403.4K | 0.04% | −6−0.1% | Reduced |
| KC Investment Advisors, LLC | 5,627 | $403.7K | 0.21% | +893+18.9% | Added |
| Connectus Wealth, LLC | 5,633 | $404.1K | 0.01% | −10,277−64.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,641 | $404.7K | 0.01% | +5,641 | New |
| Breakwater Capital Group | 5,644 | $404.9K | 0.10% | +368+7.0% | Added |
| Tucker Asset Management LLC | 5,670 | $406.8K | 0.09% | −3,194−36.0% | Reduced |
| Summit Asset Management, LLC | 5,686 | $407.9K | 0.09% | +18+0.3% | Added |
| Wealth Group, Ltd. | 5,692 | $408.0K | 0.31% | +5,692 | New |
| Doliver Advisors, LP | 5,698 | $408.8K | 0.12% | −220−3.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 5,700 | $408.9K | 0.03% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 5,715 | $410.0K | 0.20% | +205+3.7% | Added |
| Thoroughbred Financial Services, LLC | 5,736 | $411.0K | 0.04% | −4,005−41.1% | Reduced |
| FDx Advisors, Inc. | 5,742 | $412.0K | 0.06% | −1,686−22.7% | Reduced |
| Graypoint LLC | 5,743 | $412.0K | 0.03% | −832−12.7% | Reduced |
| O'Rourke & Company, Inc | 5,758 | $413.0K | 0.24% | +133+2.4% | Added |
| Juncture Wealth Strategies, LLC | 5,766 | $413.7K | 0.18% | −3,009−34.3% | Reduced |
| Trust Co of Toledo NA | 5,786 | $415.1K | 0.06% | −1,374−19.2% | Reduced |
| Petrus Trust Company, LTA | 5,798 | $415.9K | 0.04% | +5,798 | New |
| Red Wave Investments LLC | 5,810 | $416.8K | 0.16% | +87+1.5% | Added |
| Paloma Partners Management Co | 5,831 | $418.3K | 0.06% | +5,831 | New |
| Cross Staff Investments Inc | 5,835 | $418.6K | 0.35% | −200−3.3% | Reduced |
| Moneta Group Investment Advisors LLC | 5,861 | $420.5K | 0.01% | +1,002+20.6% | Added |
| OMC Financial Services LTD | 5,867 | $421.0K | 0.21% | +5,867 | New |
| Evergreen Capital Management LLC | 5,875 | $421.5K | 0.02% | +336+6.1% | Added |
| Diligent Investors, LLC | 5,940 | $426.1K | 0.11% | +4+0.1% | Added |
| Verus Financial Partners, Inc. | 5,950 | $426.9K | 0.05% | −258−4.2% | Reduced |
| Kapstone Financial Advisors LLC | 5,952 | $427.0K | 0.29% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,946 | $427.0K | 0.10% | +28+0.5% | Added |
| Key Client Fiduciary Advisors, LLC | 5,987 | $429.5K | 0.23% | −10.0% | Reduced |
| Tradition Wealth Management, LLC | 5,988 | $429.6K | 0.04% | −222−3.6% | Reduced |
| Girard Partners Ltd. | 5,989 | $429.6K | 0.04% | −563−8.6% | Reduced |
| Schulhoff & Co Inc | 6,000 | $430.4K | 0.19% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 6,007 | $430.9K | 0.04% | +6,007 | New |
| BOS Asset Management, LLC | 6,012 | $431.3K | 0.23% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 6,017 | $431.7K | 0.06% | +46+0.8% | Added |
| Magnolia Wealth Management, LLC | 6,052 | $432.2K | 0.18% | +3,026+100.0% | Added |
| Cranbrook Wealth Management, LLC | 6,036 | $433.0K | 0.11% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 6,043 | $433.5K | 0.46% | +24+0.4% | Added |
| Abound Wealth Management | 6,054 | $434.3K | 0.17% | −8−0.1% | Reduced |
| Davy Global Fund Management Ltd | 6,054 | $434.3K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,227 | $435.3K | 0.02% | −845−11.9% | Reduced |
| Mosley Wealth Management | 6,071 | $435.5K | 0.41% | −65−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 6,093 | $437.1K | 0.02% | +335+5.8% | Added |
| Summitry LLC | 6,100 | $437.6K | 0.02% | −1,350−18.1% | Reduced |
| Heritage Wealth Advisors | 6,104 | $437.9K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 6,111 | $438.4K | 0.05% | +437+7.7% | Added |
| Cyndeo Wealth Partners, LLC | 6,117 | $438.9K | 0.04% | −179−2.8% | Reduced |
| Cohen Investment Advisors LLC | 6,127 | $439.6K | 0.28% | −255−4.0% | Reduced |
| Armstrong Advisory Group, Inc | 6,270 | $439.7K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,135 | $440.1K | 0.07% | −1,222−16.6% | Reduced |
| Patten Group, Inc. | 6,144 | $440.8K | 0.11% | +428+7.5% | Added |
| Fee-Only Financial Planning, L.C. | 6,150 | $441.2K | 0.30% | 00.0% | Unchanged |
| PFW Advisors LLC | 6,151 | $441.3K | 0.13% | −356−5.5% | Reduced |
| Virtue Capital Management, LLC | 6,369 | $441.8K | 0.08% | −2,996−32.0% | Reduced |
| Hexagon Capital Partners LLC | 6,164 | $442.2K | 0.10% | −132−2.1% | Reduced |
| CX Institutional | 6,179 | $443.3K | 0.02% | −191−3.0% | Reduced |
| SFMG, LLC | 6,203 | $445.0K | 0.04% | +31+0.5% | Added |
| Valued Retirements, Inc. | 6,205 | $445.2K | 0.71% | +13+0.2% | Added |
| TBH Global Asset Management, LLC | 6,220 | $446.2K | 0.09% | −908−12.7% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,224 | $446.5K | 0.11% | +541+9.5% | Added |
| Avidian Wealth Solutions, LLC | 6,231 | $447.0K | 0.02% | +180+3.0% | Added |
| McKinley Carter Wealth Services, Inc. | 6,237 | $447.5K | 0.03% | −375−5.7% | Reduced |
| Moseley Investment Management Inc | 6,238 | $447.5K | 0.22% | −655−9.5% | Reduced |
| Charter Trust Co | 6,264 | $449.4K | 0.03% | −188−2.9% | Reduced |
| Tritonpoint Wealth, LLC | 6,606 | $450.4K | 0.05% | +132+2.0% | Added |
| Brevan Howard Capital Management LP | 6,278 | $450.4K | 0.04% | +3,026+93.1% | Added |
| Trust Co of Virginia | 6,302 | $452.1K | 0.04% | −251−3.8% | Reduced |
| LCNB Corp | 6,321 | $453.5K | 0.16% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 6,518 | $454.7K | 0.31% | +17+0.3% | Added |
| GeoWealth Management, LLC | 6,357 | $456.1K | 0.02% | +541+9.3% | Added |
| Mosaic Family Wealth Partners, LLC | 6,380 | $457.7K | 0.08% | +4+0.1% | Added |
| OneAscent Financial Services LLC | 6,385 | $458.0K | 0.05% | −110−1.7% | Reduced |
| STAR Financial Bank | 6,385 | $458.1K | 0.39% | 00.0% | Unchanged |