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 5 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 |
|---|---|---|---|---|---|
| Sonora Investment Management Group, LLC | 6,410 | $459.9K | 0.04% | −767−10.7% | Reduced |
| Forum Financial Management, LP | 6,451 | $462.8K | 0.01% | +306+5.0% | Added |
| Marble Harbor Investment Counsel, LLC | 6,457 | $463.2K | 0.05% | −80−1.2% | Reduced |
| Moloney Securities Asset Management, LLC | 6,464 | $463.8K | 0.07% | −390−5.7% | Reduced |
| Novare Capital Management LLC | 6,471 | $464.2K | 0.04% | +193+3.1% | Added |
| Burke & Herbert Bank & Trust Co | 6,504 | $466.6K | 0.35% | −1,254−16.2% | Reduced |
| BCR Wealth Strategies, LLC | 6,518 | $468.0K | 0.32% | +13+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 6,525 | $468.1K | 0.03% | −1,450−18.2% | Reduced |
| Prosperity Financial Group, Inc. | 6,542 | $469.3K | 0.29% | +713+12.2% | Added |
| Grey Street Capital, LLC | 6,542 | $469.3K | 0.06% | +6,542 | New |
| Brady Family Wealth, LLC | 6,580 | $472.0K | 0.15% | 00.0% | Unchanged |
| Abel Hall, LLC | 6,595 | $473.1K | 0.35% | +137+2.1% | Added |
| Probity Advisors, Inc. | 6,600 | $473.5K | 0.10% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 6,601 | $473.6K | 0.27% | +258+4.1% | Added |
| AdvisorNet Financial, Inc | 6,625 | $475.3K | 0.05% | −1,062−13.8% | Reduced |
| Congress Asset Management Co | 6,647 | $476.9K | 0.00% | −64−1.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,652 | $477.2K | 0.29% | +6,652 | New |
| Cozad Asset Management Inc | 6,699 | $480.6K | 0.05% | −86−1.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,721 | $482.2K | 0.10% | +321+5.0% | Added |
| Builder Investment Group Inc | 6,729 | $482.7K | 0.14% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6,753 | $484.5K | 0.11% | +45+0.7% | Added |
| Stokes Capital Advisors, LLC | 6,794 | $487.4K | 0.14% | −125−1.8% | Reduced |
| Client 1st Advisory Group, LLC | 6,803 | $488.1K | 0.22% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,840 | $490.7K | 0.04% | +390+6.0% | Added |
| Angeles Investment Advisors, LLC | 6,855 | $491.8K | 0.03% | +1,653+31.8% | Added |
| Van Hulzen Asset Management, LLC | 6,864 | $492.0K | 0.03% | −296−4.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,884 | $493.9K | 0.11% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 6,890 | $494.0K | 0.10% | 00.0% | Unchanged |
| Keystone Financial Group | 6,890 | $494.3K | 0.07% | +1,213+21.4% | Added |
| Mraz, Amerine & Associates, Inc. | 6,890 | $494.3K | 0.09% | 00.0% | Unchanged |
| Slagle Financial, LLC | 6,899 | $494.9K | 0.27% | −7,351−51.6% | Reduced |
| Baldwin Brothers Inc | 6,900 | $495.0K | 0.04% | −629−8.4% | Reduced |
| Syon Capital LLC | 6,938 | $497.7K | 0.05% | +700+11.2% | Added |
| Chicago Capital, LLC | 6,941 | $497.9K | 0.02% | −667−8.8% | Reduced |
| Sound Income Strategies, LLC | 6,941 | $497.9K | 0.04% | +306+4.6% | Added |
| Allegheny Financial Group LTD | 6,982 | $500.9K | 0.15% | +10.0% | Added |
| Union Savings Bank | 6,986 | $501.2K | 0.26% | +225+3.3% | Added |
| Epoch Investment Partners, Inc. | 6,988 | $501.3K | 0.00% | −524−7.0% | Reduced |
| Autumn Glory Partners, LLC | 6,995 | $501.8K | 0.25% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,004 | $502.5K | 0.04% | −314−4.3% | Reduced |
| Islay Capital Management, LLC | 7,019 | $503.5K | 0.37% | +353+5.3% | Added |
| Plan Group Financial, LLC | 7,052 | $505.9K | 0.33% | +2,140+43.6% | Added |
| NFP Retirement, Inc. | 7,052 | $505.9K | 0.04% | +12+0.2% | Added |
| Beacon Investment Advisors LLC | 7,060 | $506.5K | 0.29% | +27+0.4% | Added |
| Clarius Group, LLC | 7,061 | $506.6K | 0.03% | −2,032−22.3% | Reduced |
| City State Bank | 7,076 | $508.0K | 0.22% | 00.0% | Unchanged |
| Conning Inc. | 7,101 | $509.4K | 0.02% | −230−3.1% | Reduced |
| Sentry LLC | 7,109 | $510.0K | 0.10% | −30.0% | Reduced |
| Welch & Forbes LLC | 7,110 | $510.1K | 0.01% | −377−5.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 7,131 | $511.6K | 0.03% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 7,134 | $511.8K | 0.34% | +124+1.8% | Added |
| Formidable Asset Management, LLC | 7,135 | $511.9K | 0.08% | +1,060+17.4% | Added |
| David J Yvars Group | 7,152 | $513.1K | 0.35% | +5+0.1% | Added |
| Cidel Asset Management Inc | 7,153 | $513.2K | 0.04% | +147+2.1% | Added |
| Cambridge Trust Co | 7,187 | $515.6K | 0.02% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 7,190 | $515.8K | 0.28% | −200−2.7% | Reduced |
| KG&L Capital Management,LLC | 7,256 | $519.6K | 0.21% | +318+4.6% | Added |
| Symmetry Partners, LLC | 7,274 | $522.0K | 0.04% | +1,450+24.9% | Added |
| Mission Wealth Management, LP | 7,301 | $523.8K | 0.01% | +1,020+16.2% | Added |
| Archer Investment Corp | 7,350 | $527.3K | 0.16% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 7,359 | $528.0K | 0.19% | −1,461−16.6% | Reduced |
| Wulff, Hansen & Co. | 7,363 | $528.2K | 0.53% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,380 | $529.4K | 0.06% | +299+4.2% | Added |
| Aviance Capital Partners, LLC | 7,385 | $529.8K | 0.08% | +7,385 | New |
| Delta Financial Group, Inc. | 7,394 | $530.0K | 0.16% | +75+1.0% | Added |
| Sar Wealth Management Group, LLC | 7,390 | $530.2K | 0.48% | +77+1.1% | Added |
| Caldwell Trust Co | 7,404 | $531.2K | 0.06% | +553+8.1% | Added |
| Fiduciary Trust Co | 7,412 | $531.7K | 0.01% | +1,865+33.6% | Added |
| Lakeshore Financial Planning, Inc. | 7,411 | $531.8K | 0.27% | +64+0.9% | Added |
| Diversify Advisory Services, LLC | 7,489 | $532.5K | 0.03% | +7,489 | New |
| CoreCap Advisors, LLC | 7,423 | $532.5K | 0.03% | +487+7.0% | Added |
| Roundview Capital LLC | 7,435 | $533.4K | 0.04% | +1,481+24.9% | Added |
| Novak & Powell Financial Services, Inc. | 7,436 | $533.5K | 0.40% | −200−2.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 7,464 | $535.5K | 0.10% | +969+14.9% | Added |
| Skyline Advisors, Inc. | 7,507 | $538.6K | 0.24% | 00.0% | Unchanged |
| McLean Asset Management Corp | 7,638 | $539.1K | 0.18% | +15+0.2% | Added |
| Firestone Capital Management | 7,524 | $539.8K | 0.15% | 00.0% | Unchanged |
| Element Wealth, LLC | 7,539 | $540.8K | 0.32% | −313−4.0% | Reduced |
| Yeomans Consulting Group, Inc. | 7,543 | $541.1K | 0.24% | +486+6.9% | Added |
| Thrive Wealth Management, LLC | 7,574 | $543.4K | 0.11% | +154+2.1% | Added |
| Mainsail Asset Management, LLC | 7,632 | $547.5K | 0.45% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 7,637 | $547.9K | 0.10% | +4,339+131.6% | Added |
| Optimum Investment Advisors | 7,706 | $552.8K | 0.25% | +250+3.4% | Added |
| Prairie Sky Financial Group LLC | 7,745 | $555.6K | 0.33% | −150−1.9% | Reduced |
| GAMMA Investing LLC | 7,819 | $560.9K | 0.11% | +1,877+31.6% | Added |
| Edge Capital Group, LLC | 7,839 | $562.4K | 0.03% | −944−10.7% | Reduced |
| W Advisors, LLC | 7,850 | $563.2K | 0.39% | +36+0.5% | Added |
| World Equity Group, Inc. | 7,920 | $568.2K | 0.12% | +414+5.5% | Added |
| Bath Savings Trust Co | 8,008 | $574.5K | 0.06% | +70+0.9% | Added |
| Atlantic Trust, LLC | 8,028 | $575.9K | 0.15% | −2,977−27.1% | Reduced |
| Belpointe Asset Management LLC | 8,048 | $577.4K | 0.04% | −665−7.6% | Reduced |
| BluePath Capital Management, LLC | 8,052 | $577.7K | 0.45% | +51+0.6% | Added |
| Richwood Investment Advisors, LLC | 8,053 | $577.7K | 0.51% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 8,100 | $581.0K | 0.62% | +8,100 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,106 | $581.5K | 0.09% | +231+2.9% | Added |
| Beacon Financial Group | 8,126 | $583.0K | 0.07% | 00.0% | Unchanged |
| Grove Bank & Trust | 8,129 | $583.2K | 0.10% | −9,936−55.0% | Reduced |
| Franklin Street Advisors Inc | 8,175 | $587.0K | 0.04% | +6+0.1% | Added |
| First Command Advisory Services, Inc. | 8,186 | $587.3K | 0.01% | −159−1.9% | Reduced |
| Constitution Capital LLC | 8,200 | $588.3K | 0.33% | +1,392+20.4% | Added |