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 |
|---|---|---|---|---|---|
| Colonial River Wealth Management, LLC | 8,218 | $589.6K | 0.33% | +1,792+27.9% | Added |
| Atlantic Union Bankshares Corp | 8,235 | $590.8K | 0.05% | −200−2.4% | Reduced |
| Second Line Capital, LLC | 8,276 | $593.7K | 0.19% | +1,357+19.6% | Added |
| Northstar Advisory Group, LLC | 7,594 | $594.2K | 0.36% | +187+2.5% | Added |
| Chicago Trust Co NA | 8,315 | $596.5K | 0.12% | −657−7.3% | Reduced |
| PSI Advisors, LLC | 8,331 | $597.7K | 0.22% | +1,509+22.1% | Added |
| Rodgers Brothers Inc. | 8,343 | $598.5K | 0.08% | −300−3.5% | Reduced |
| First Manhattan Co | 8,322 | $599.5K | 0.00% | +5,823+233.0% | Added |
| Perpetual Ltd | 8,484 | $602.8K | 0.01% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 8,420 | $604.0K | 0.28% | −450−5.1% | Reduced |
| Summit Trail Advisors, LLC | 8,435 | $605.1K | 0.02% | +273+3.3% | Added |
| MONECO Advisors, LLC | 8,442 | $605.6K | 0.10% | +58+0.7% | Added |
| Kowal Investment Group, LLC | 8,476 | $608.0K | 0.13% | +589+7.5% | Added |
| William Allan, LLC | 8,483 | $609.0K | 0.40% | −60−0.7% | Reduced |
| Mechanics Financial Corp | 8,509 | $610.4K | 0.32% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 8,520 | $611.3K | 0.18% | −151−1.7% | Reduced |
| FourThought Financial Partners, LLC | 8,529 | $611.9K | 0.07% | −1,120−11.6% | Reduced |
| Field & Main Bank | 8,550 | $613.4K | 0.24% | +1,895+28.5% | Added |
| JT Stratford LLC | 8,554 | $613.6K | 0.12% | −1,126−11.6% | Reduced |
| Adviser Investments LLC | 8,569 | $614.7K | 0.01% | −38−0.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,622 | $618.5K | 0.16% | −138−1.6% | Reduced |
| Vista Capital Partners, Inc. | 8,625 | $618.8K | 0.08% | −2,477−22.3% | Reduced |
| Montecito Bank & Trust | 8,633 | $619.3K | 0.12% | +2,846+49.2% | Added |
| Occudo Quantitative Strategies LP | 8,642 | $620.0K | 0.11% | +8,642 | New |
| Valley Brook Capital Group | 8,648 | $620.4K | 0.50% | −672−7.2% | Reduced |
| Sunbelt Securities, Inc. | 8,664 | $621.6K | 0.07% | −175−2.0% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $624.0K | 0.05% | 00.0% | Unchanged |
| Insight Inv LLC | 8,705 | $624.5K | 0.54% | −1,825−17.3% | Reduced |
| Nomura Holdings Inc | 8,708 | $624.7K | 0.01% | −13,357−60.5% | Reduced |
| Kennedy Investment Group | 8,721 | $625.7K | 0.33% | +149+1.7% | Added |
| Ameritas Advisory Services, LLC | 8,510 | $629.0K | 0.03% | −720−7.8% | Reduced |
| Garner Asset Management Corp | 8,765 | $629.0K | 0.32% | −1,036−10.6% | Reduced |
| Marietta Wealth Management, LLC | 8,783 | $630.1K | 0.10% | +20+0.2% | Added |
| Gables Capital Management Inc. | 8,796 | $631.0K | 0.35% | +425+5.1% | Added |
| Woodward Diversified Capital, LLC | 8,825 | $633.1K | 0.39% | +1,076+13.9% | Added |
| Steel Peak Wealth Management LLC | 8,825 | $633.1K | 0.03% | +181+2.1% | Added |
| Flputnam Investment Management Co | 8,826 | $633.2K | 0.01% | −392−4.3% | Reduced |
| Clear Creek Financial Management, LLC | 8,834 | $633.7K | 0.08% | +1,408+19.0% | Added |
| Rehmann Capital Advisory Group | 8,843 | $634.4K | 0.05% | +720+8.9% | Added |
| Exencial Wealth Advisors, LLC | 8,844 | $634.5K | 0.02% | +2,247+34.1% | Added |
| Infrastructure Capital Advisors, LLC | 8,851 | $635.0K | 0.08% | −2,555−22.4% | Reduced |
| Successful Portfolios LLC | 8,868 | $636.2K | 0.43% | −624−6.6% | Reduced |
| Wagner Wealth Management, LLC | 8,886 | $637.5K | 0.19% | −607−6.4% | Reduced |
| Roberts Glore & Co Inc | 8,890 | $637.8K | 0.19% | −100−1.1% | Reduced |
| Home Federal Bank of Tennessee | 8,890 | $637.8K | 0.20% | −50−0.6% | Reduced |
| KPP Advisory Services LLC | 8,903 | $638.7K | 0.18% | −305−3.3% | Reduced |
| Modera Wealth Management, LLC | 8,924 | $640.2K | 0.01% | +29+0.3% | Added |
| Cypress Capital Group | 8,948 | $641.9K | 0.08% | +245+2.8% | Added |
| Community Bank of Raymore | 8,950 | $642.1K | 0.30% | −3,200−26.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,953 | $642.3K | 0.26% | +20.0% | Added |
| Danske Bank A/S | 8,963 | $643.0K | 0.00% | +8,963 | New |
| Significant Wealth Partners LLC | 8,980 | $644.3K | 0.42% | +5,671+171.4% | Added |
| Chicago Partners Investment Group LLC | 8,818 | $645.9K | 0.03% | −106−1.2% | Reduced |
| Bridgefront Capital, LLC | 9,008 | $646.2K | 0.49% | +9,008 | New |
| Jones Financial Companies LLLP | 9,041 | $648.6K | 0.00% | +4,590+103.1% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $649.6K | 0.23% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8,334 | $655.9K | 0.03% | +324+4.0% | Added |
| Ritholtz Wealth Management | 9,156 | $656.9K | 0.02% | −75−0.8% | Reduced |
| Skopos Labs, Inc. | 9,242 | $657.1K | 0.28% | −625−6.3% | Reduced |
| Xcel Wealth Management, LLC | 9,181 | $658.7K | 0.21% | +2,113+29.9% | Added |
| Walter & Keenan Financial Consulting Co | 9,189 | $659.2K | 0.22% | +12+0.1% | Added |
| ProVise Management Group, LLC | 9,204 | $660.3K | 0.06% | −779−7.8% | Reduced |
| Linscomb & Williams, Inc. | 9,237 | $662.7K | 0.03% | −657−6.6% | Reduced |
| Intrua Financial, LLC | 9,267 | $664.8K | 0.10% | −231−2.4% | Reduced |
| Madden Securities Corp | 9,296 | $666.9K | 0.31% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,320 | $668.6K | 0.01% | −265−2.8% | Reduced |
| West Family Investments, Inc. | 9,340 | $670.1K | 0.21% | +638+7.3% | Added |
| Essex Savings Bank | 9,588 | $672.2K | 0.20% | 00.0% | Unchanged |
| First National Corp | 9,611 | $673.9K | 0.17% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 9,397 | $674.1K | 0.43% | −1,474−13.6% | Reduced |
| Affinity Wealth Management LLC | 9,433 | $676.7K | 0.13% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 9,438 | $677.0K | 0.60% | +9,438 | New |
| First Hawaiian Bank | 9,440 | $677.2K | 0.02% | +229+2.5% | Added |
| Qtron Investments LLC | 9,446 | $677.7K | 0.10% | +2,529+36.6% | Added |
| Baldwin Investment Management, LLC | 9,475 | $679.7K | 0.09% | +675+7.7% | Added |
| Benin Management CORP | 9,491 | $680.9K | 0.22% | +29+0.3% | Added |
| Resolution Capital Ltd | 9,514 | $682.5K | 0.01% | +900+10.4% | Added |
| Beaumont Financial Advisors, LLC | 9,519 | $682.9K | 0.06% | −245−2.5% | Reduced |
| Retirement Guys Formula LLC | 9,543 | $684.6K | 0.33% | +9,543 | New |
| Parallel Advisors, LLC | 9,548 | $685.0K | 0.02% | +555+6.2% | Added |
| Pine Valley Investments Ltd Liability Co | 9,550 | $685.1K | 0.05% | −276−2.8% | Reduced |
| Monetary Management Group Inc | 9,576 | $687.0K | 0.19% | −300−3.0% | Reduced |
| Gratus Capital LLC | 9,589 | $687.9K | 0.03% | −203−2.1% | Reduced |
| Stiles Financial Services Inc | 9,615 | $689.8K | 0.28% | +2,408+33.4% | Added |
| CWS Financial Advisors, LLC | 9,623 | $690.3K | 0.28% | −11,020−53.4% | Reduced |
| Park National Corp | 9,637 | $691.4K | 0.03% | −262−2.6% | Reduced |
| Quadrant Capital Group LLC | 9,644 | $691.9K | 0.05% | −513−5.1% | Reduced |
| WSFS Capital Management, LLC | 9,693 | $695.4K | 0.04% | +14+0.1% | Added |
| Summit Financial Group Inc | 9,734 | $698.3K | 0.25% | −300−3.0% | Reduced |
| Allred Capital Management, LLC | 9,765 | $700.5K | 0.27% | −154−1.6% | Reduced |
| Trueblood Wealth Management, LLC | 9,815 | $704.1K | 0.40% | −72−0.7% | Reduced |
| HM Payson & Co | 9,833 | $705.4K | 0.01% | −348−3.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,929 | $712.3K | 0.08% | +10.0% | Added |
| Excalibur Management Corp | 9,935 | $712.7K | 0.30% | 00.0% | Unchanged |
| Arrow Financial Corp | 10,000 | $717.4K | 0.07% | −11−0.1% | Reduced |
| Park Place Capital Corp | 10,008 | $718.0K | 0.26% | −1,502−13.0% | Reduced |
| Journey Advisory Group, LLC | 10,033 | $719.8K | 0.09% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,062 | $721.9K | 0.09% | +3,524+53.9% | Added |
| Mendel Money Management | 10,101 | $724.6K | 0.34% | +418+4.3% | Added |
| Verity Asset Management, Inc. | 10,118 | $725.9K | 0.40% | +20.0% | Added |