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 |
|---|---|---|---|---|---|
| Detalus Advisors, LLC | 10,731 | $769.9K | 0.27% | −350−3.2% | Reduced |
| Midland Wealth Advisors LLC | 10,665 | $765.1K | 0.05% | +1,995+23.0% | Added |
| Jackson Thornton Asset Management, LLC | 10,661 | $764.8K | 0.13% | +15+0.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 10,601 | $760.5K | 0.19% | −502−4.5% | Reduced |
| Sunburst Financial Group, LLC | 10,620 | $755.1K | 0.21% | −407−3.7% | Reduced |
| Chesley Taft & Associates LLC | 10,515 | $754.3K | 0.04% | −114−1.1% | Reduced |
| Visionary Horizons, LLC | 10,972 | $754.1K | 0.59% | −579−5.0% | Reduced |
| Morningstar Investment Management LLC | 10,487 | $752.0K | 0.08% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 10,476 | $751.5K | 0.03% | −4,656−30.8% | Reduced |
| Firethorn Wealth Partners, LLC | 10,474 | $751.4K | 0.44% | −217−2.0% | Reduced |
| Eudaimonia Partners, LLC | 10,451 | $749.7K | 0.18% | −268−2.5% | Reduced |
| Farther Finance Advisors, LLC | 10,521 | $748.1K | 0.05% | +1,143+12.2% | Added |
| HBK Sorce Advisory LLC | 10,374 | $744.2K | 0.03% | +98+1.0% | Added |
| Wedmont Private Capital | 10,502 | $741.4K | 0.05% | −839−7.4% | Reduced |
| Acorn Wealth Advisors, LLC | 10,329 | $741.0K | 0.39% | +732+7.6% | Added |
| St. Johns Investment Management Company, LLC | 10,328 | $740.9K | 0.36% | +958+10.2% | Added |
| Investment Partners Asset Management, Inc. | 10,291 | $738.3K | 0.67% | 00.0% | Unchanged |
| Balboa Wealth Partners | 10,282 | $737.6K | 0.23% | +1,051+11.4% | Added |
| Court Place Advisors, LLC | 10,279 | $737.4K | 0.24% | −500−4.6% | Reduced |
| EPG Wealth Management LLC | 10,273 | $737.0K | 0.18% | +24+0.2% | Added |
| Ancora Advisors, LLC | 10,245 | $735.0K | 0.02% | +352+3.6% | Added |
| NovaPoint Capital, LLC | 10,223 | $733.4K | 0.26% | −1,532−13.0% | Reduced |
| Marco Investment Management LLC | 10,159 | $728.8K | 0.07% | +22+0.2% | Added |
| Centre Asset Management, LLC | 10,143 | $728.0K | 0.17% | −354−3.4% | Reduced |
| North Star Investment Management Corp. | 10,144 | $727.7K | 0.05% | +11+0.1% | Added |
| Verity Asset Management, Inc. | 10,118 | $725.9K | 0.40% | +20.0% | Added |
| Mendel Money Management | 10,101 | $724.6K | 0.34% | +418+4.3% | Added |
| Prosperity Consulting Group, LLC | 10,062 | $721.9K | 0.09% | +3,524+53.9% | Added |
| Journey Advisory Group, LLC | 10,033 | $719.8K | 0.09% | 00.0% | Unchanged |
| Park Place Capital Corp | 10,008 | $718.0K | 0.26% | −1,502−13.0% | Reduced |
| Arrow Financial Corp | 10,000 | $717.4K | 0.07% | −11−0.1% | Reduced |
| Excalibur Management Corp | 9,935 | $712.7K | 0.30% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 9,929 | $712.3K | 0.08% | +10.0% | Added |
| HM Payson & Co | 9,833 | $705.4K | 0.01% | −348−3.4% | Reduced |
| Trueblood Wealth Management, LLC | 9,815 | $704.1K | 0.40% | −72−0.7% | Reduced |
| Allred Capital Management, LLC | 9,765 | $700.5K | 0.27% | −154−1.6% | Reduced |
| Summit Financial Group Inc | 9,734 | $698.3K | 0.25% | −300−3.0% | Reduced |
| WSFS Capital Management, LLC | 9,693 | $695.4K | 0.04% | +14+0.1% | Added |
| Quadrant Capital Group LLC | 9,644 | $691.9K | 0.05% | −513−5.1% | Reduced |
| Park National Corp | 9,637 | $691.4K | 0.03% | −262−2.6% | Reduced |
| CWS Financial Advisors, LLC | 9,623 | $690.3K | 0.28% | −11,020−53.4% | Reduced |
| Stiles Financial Services Inc | 9,615 | $689.8K | 0.28% | +2,408+33.4% | Added |
| Gratus Capital LLC | 9,589 | $687.9K | 0.03% | −203−2.1% | Reduced |
| Monetary Management Group Inc | 9,576 | $687.0K | 0.19% | −300−3.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,550 | $685.1K | 0.05% | −276−2.8% | Reduced |
| Parallel Advisors, LLC | 9,548 | $685.0K | 0.02% | +555+6.2% | Added |
| Retirement Guys Formula LLC | 9,543 | $684.6K | 0.33% | +9,543 | New |
| Beaumont Financial Advisors, LLC | 9,519 | $682.9K | 0.06% | −245−2.5% | Reduced |
| Resolution Capital Ltd | 9,514 | $682.5K | 0.01% | +900+10.4% | Added |
| Benin Management CORP | 9,491 | $680.9K | 0.22% | +29+0.3% | Added |
| Baldwin Investment Management, LLC | 9,475 | $679.7K | 0.09% | +675+7.7% | Added |
| Qtron Investments LLC | 9,446 | $677.7K | 0.10% | +2,529+36.6% | Added |
| First Hawaiian Bank | 9,440 | $677.2K | 0.02% | +229+2.5% | Added |
| Edge Financial Advisors LLC | 9,438 | $677.0K | 0.60% | +9,438 | New |
| Affinity Wealth Management LLC | 9,433 | $676.7K | 0.13% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 9,397 | $674.1K | 0.43% | −1,474−13.6% | Reduced |
| First National Corp | 9,611 | $673.9K | 0.17% | 00.0% | Unchanged |
| Essex Savings Bank | 9,588 | $672.2K | 0.20% | 00.0% | Unchanged |
| West Family Investments, Inc. | 9,340 | $670.1K | 0.21% | +638+7.3% | Added |
| Bradley Foster & Sargent Inc | 9,320 | $668.6K | 0.01% | −265−2.8% | Reduced |
| Madden Securities Corp | 9,296 | $666.9K | 0.31% | 00.0% | Unchanged |
| Intrua Financial, LLC | 9,267 | $664.8K | 0.10% | −231−2.4% | Reduced |
| Linscomb & Williams, Inc. | 9,237 | $662.7K | 0.03% | −657−6.6% | Reduced |
| ProVise Management Group, LLC | 9,204 | $660.3K | 0.06% | −779−7.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,189 | $659.2K | 0.22% | +12+0.1% | Added |
| Xcel Wealth Management, LLC | 9,181 | $658.7K | 0.21% | +2,113+29.9% | Added |
| Skopos Labs, Inc. | 9,242 | $657.1K | 0.28% | −625−6.3% | Reduced |
| Ritholtz Wealth Management | 9,156 | $656.9K | 0.02% | −75−0.8% | Reduced |
| Clearstead Advisors, LLC | 8,334 | $655.9K | 0.03% | +324+4.0% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $649.6K | 0.23% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9,041 | $648.6K | 0.00% | +4,590+103.1% | Added |
| Bridgefront Capital, LLC | 9,008 | $646.2K | 0.49% | +9,008 | New |
| Chicago Partners Investment Group LLC | 8,818 | $645.9K | 0.03% | −106−1.2% | Reduced |
| Significant Wealth Partners LLC | 8,980 | $644.3K | 0.42% | +5,671+171.4% | Added |
| Danske Bank A/S | 8,963 | $643.0K | 0.00% | +8,963 | New |
| Carmichael Hill & Associates, Inc. | 8,953 | $642.3K | 0.26% | +20.0% | Added |
| Community Bank of Raymore | 8,950 | $642.1K | 0.30% | −3,200−26.3% | Reduced |
| Cypress Capital Group | 8,948 | $641.9K | 0.08% | +245+2.8% | Added |
| Modera Wealth Management, LLC | 8,924 | $640.2K | 0.01% | +29+0.3% | Added |
| KPP Advisory Services LLC | 8,903 | $638.7K | 0.18% | −305−3.3% | Reduced |
| Home Federal Bank of Tennessee | 8,890 | $637.8K | 0.20% | −50−0.6% | Reduced |
| Roberts Glore & Co Inc | 8,890 | $637.8K | 0.19% | −100−1.1% | Reduced |
| Wagner Wealth Management, LLC | 8,886 | $637.5K | 0.19% | −607−6.4% | Reduced |
| Successful Portfolios LLC | 8,868 | $636.2K | 0.43% | −624−6.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 8,851 | $635.0K | 0.08% | −2,555−22.4% | Reduced |
| Exencial Wealth Advisors, LLC | 8,844 | $634.5K | 0.02% | +2,247+34.1% | Added |
| Rehmann Capital Advisory Group | 8,843 | $634.4K | 0.05% | +720+8.9% | Added |
| Clear Creek Financial Management, LLC | 8,834 | $633.7K | 0.08% | +1,408+19.0% | Added |
| Flputnam Investment Management Co | 8,826 | $633.2K | 0.01% | −392−4.3% | Reduced |
| Steel Peak Wealth Management LLC | 8,825 | $633.1K | 0.03% | +181+2.1% | Added |
| Woodward Diversified Capital, LLC | 8,825 | $633.1K | 0.39% | +1,076+13.9% | Added |
| Gables Capital Management Inc. | 8,796 | $631.0K | 0.35% | +425+5.1% | Added |
| Marietta Wealth Management, LLC | 8,783 | $630.1K | 0.10% | +20+0.2% | Added |
| Garner Asset Management Corp | 8,765 | $629.0K | 0.32% | −1,036−10.6% | Reduced |
| Ameritas Advisory Services, LLC | 8,510 | $629.0K | 0.03% | −720−7.8% | Reduced |
| Kennedy Investment Group | 8,721 | $625.7K | 0.33% | +149+1.7% | Added |
| Nomura Holdings Inc | 8,708 | $624.7K | 0.01% | −13,357−60.5% | Reduced |
| Insight Inv LLC | 8,705 | $624.5K | 0.54% | −1,825−17.3% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $624.0K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,664 | $621.6K | 0.07% | −175−2.0% | Reduced |