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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 8,648 | $620.4K | 0.50% | −672−7.2% | Reduced |
| Occudo Quantitative Strategies LP | 8,642 | $620.0K | 0.11% | +8,642 | New |
| Montecito Bank & Trust | 8,633 | $619.3K | 0.12% | +2,846+49.2% | Added |
| Vista Capital Partners, Inc. | 8,625 | $618.8K | 0.08% | −2,477−22.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,622 | $618.5K | 0.16% | −138−1.6% | Reduced |
| Adviser Investments LLC | 8,569 | $614.7K | 0.01% | −38−0.4% | Reduced |
| JT Stratford LLC | 8,554 | $613.6K | 0.12% | −1,126−11.6% | Reduced |
| Field & Main Bank | 8,550 | $613.4K | 0.24% | +1,895+28.5% | Added |
| FourThought Financial Partners, LLC | 8,529 | $611.9K | 0.07% | −1,120−11.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,520 | $611.3K | 0.18% | −151−1.7% | Reduced |
| Mechanics Financial Corp | 8,509 | $610.4K | 0.32% | 00.0% | Unchanged |
| William Allan, LLC | 8,483 | $609.0K | 0.40% | −60−0.7% | Reduced |
| Kowal Investment Group, LLC | 8,476 | $608.0K | 0.13% | +589+7.5% | Added |
| MONECO Advisors, LLC | 8,442 | $605.6K | 0.10% | +58+0.7% | Added |
| Summit Trail Advisors, LLC | 8,435 | $605.1K | 0.02% | +273+3.3% | Added |
| First Dallas Securities Inc. | 8,420 | $604.0K | 0.28% | −450−5.1% | Reduced |
| Perpetual Ltd | 8,484 | $602.8K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 8,322 | $599.5K | 0.00% | +5,823+233.0% | Added |
| Rodgers Brothers Inc. | 8,343 | $598.5K | 0.08% | −300−3.5% | Reduced |
| PSI Advisors, LLC | 8,331 | $597.7K | 0.22% | +1,509+22.1% | Added |
| Chicago Trust Co NA | 8,315 | $596.5K | 0.12% | −657−7.3% | Reduced |
| Northstar Advisory Group, LLC | 7,594 | $594.2K | 0.36% | +187+2.5% | Added |
| Second Line Capital, LLC | 8,276 | $593.7K | 0.19% | +1,357+19.6% | Added |
| Atlantic Union Bankshares Corp | 8,235 | $590.8K | 0.05% | −200−2.4% | Reduced |
| Colonial River Wealth Management, LLC | 8,218 | $589.6K | 0.33% | +1,792+27.9% | Added |
| Constitution Capital LLC | 8,200 | $588.3K | 0.33% | +1,392+20.4% | Added |
| First Command Advisory Services, Inc. | 8,186 | $587.3K | 0.01% | −159−1.9% | Reduced |
| Franklin Street Advisors Inc | 8,175 | $587.0K | 0.04% | +6+0.1% | Added |
| Grove Bank & Trust | 8,129 | $583.2K | 0.10% | −9,936−55.0% | Reduced |
| Beacon Financial Group | 8,126 | $583.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,106 | $581.5K | 0.09% | +231+2.9% | Added |
| Groesbeck Investment Management Corp | 8,100 | $581.0K | 0.62% | +8,100 | New |
| Richwood Investment Advisors, LLC | 8,053 | $577.7K | 0.51% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 8,052 | $577.7K | 0.45% | +51+0.6% | Added |
| Belpointe Asset Management LLC | 8,048 | $577.4K | 0.04% | −665−7.6% | Reduced |
| Atlantic Trust, LLC | 8,028 | $575.9K | 0.15% | −2,977−27.1% | Reduced |
| Bath Savings Trust Co | 8,008 | $574.5K | 0.06% | +70+0.9% | Added |
| World Equity Group, Inc. | 7,920 | $568.2K | 0.12% | +414+5.5% | Added |
| W Advisors, LLC | 7,850 | $563.2K | 0.39% | +36+0.5% | Added |
| Edge Capital Group, LLC | 7,839 | $562.4K | 0.03% | −944−10.7% | Reduced |
| GAMMA Investing LLC | 7,819 | $560.9K | 0.11% | +1,877+31.6% | Added |
| Prairie Sky Financial Group LLC | 7,745 | $555.6K | 0.33% | −150−1.9% | Reduced |
| Optimum Investment Advisors | 7,706 | $552.8K | 0.25% | +250+3.4% | Added |
| Ambassador Advisors, LLC | 7,637 | $547.9K | 0.10% | +4,339+131.6% | Added |
| Mainsail Asset Management, LLC | 7,632 | $547.5K | 0.45% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 7,574 | $543.4K | 0.11% | +154+2.1% | Added |
| Yeomans Consulting Group, Inc. | 7,543 | $541.1K | 0.24% | +486+6.9% | Added |
| Element Wealth, LLC | 7,539 | $540.8K | 0.32% | −313−4.0% | Reduced |
| Firestone Capital Management | 7,524 | $539.8K | 0.15% | 00.0% | Unchanged |
| McLean Asset Management Corp | 7,638 | $539.1K | 0.18% | +15+0.2% | Added |
| Skyline Advisors, Inc. | 7,507 | $538.6K | 0.24% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 7,464 | $535.5K | 0.10% | +969+14.9% | Added |
| Novak & Powell Financial Services, Inc. | 7,436 | $533.5K | 0.40% | −200−2.6% | Reduced |
| Roundview Capital LLC | 7,435 | $533.4K | 0.04% | +1,481+24.9% | Added |
| CoreCap Advisors, LLC | 7,423 | $532.5K | 0.03% | +487+7.0% | Added |
| Diversify Advisory Services, LLC | 7,489 | $532.5K | 0.03% | +7,489 | New |
| Lakeshore Financial Planning, Inc. | 7,411 | $531.8K | 0.27% | +64+0.9% | Added |
| Fiduciary Trust Co | 7,412 | $531.7K | 0.01% | +1,865+33.6% | Added |
| Caldwell Trust Co | 7,404 | $531.2K | 0.06% | +553+8.1% | Added |
| Sar Wealth Management Group, LLC | 7,390 | $530.2K | 0.48% | +77+1.1% | Added |
| Delta Financial Group, Inc. | 7,394 | $530.0K | 0.16% | +75+1.0% | Added |
| Aviance Capital Partners, LLC | 7,385 | $529.8K | 0.08% | +7,385 | New |
| Strategic Wealth Partners, Ltd. | 7,380 | $529.4K | 0.06% | +299+4.2% | Added |
| Wulff, Hansen & Co. | 7,363 | $528.2K | 0.53% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 7,359 | $528.0K | 0.19% | −1,461−16.6% | Reduced |
| Archer Investment Corp | 7,350 | $527.3K | 0.16% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,301 | $523.8K | 0.01% | +1,020+16.2% | Added |
| Symmetry Partners, LLC | 7,274 | $522.0K | 0.04% | +1,450+24.9% | Added |
| KG&L Capital Management,LLC | 7,256 | $519.6K | 0.21% | +318+4.6% | Added |
| Peninsula Asset Management Inc | 7,190 | $515.8K | 0.28% | −200−2.7% | Reduced |
| Cambridge Trust Co | 7,187 | $515.6K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 7,153 | $513.2K | 0.04% | +147+2.1% | Added |
| David J Yvars Group | 7,152 | $513.1K | 0.35% | +5+0.1% | Added |
| Formidable Asset Management, LLC | 7,135 | $511.9K | 0.08% | +1,060+17.4% | Added |
| Beaumont Asset Management, L.L.C. | 7,134 | $511.8K | 0.34% | +124+1.8% | Added |
| Mogy Joel R Investment Counsel Inc | 7,131 | $511.6K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 7,110 | $510.1K | 0.01% | −377−5.0% | Reduced |
| Sentry LLC | 7,109 | $510.0K | 0.10% | −30.0% | Reduced |
| Conning Inc. | 7,101 | $509.4K | 0.02% | −230−3.1% | Reduced |
| City State Bank | 7,076 | $508.0K | 0.22% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,061 | $506.6K | 0.03% | −2,032−22.3% | Reduced |
| Beacon Investment Advisors LLC | 7,060 | $506.5K | 0.29% | +27+0.4% | Added |
| NFP Retirement, Inc. | 7,052 | $505.9K | 0.04% | +12+0.2% | Added |
| Plan Group Financial, LLC | 7,052 | $505.9K | 0.33% | +2,140+43.6% | Added |
| Islay Capital Management, LLC | 7,019 | $503.5K | 0.37% | +353+5.3% | Added |
| Nations Financial Group Inc, | 7,004 | $502.5K | 0.04% | −314−4.3% | Reduced |
| Autumn Glory Partners, LLC | 6,995 | $501.8K | 0.25% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 6,988 | $501.3K | 0.00% | −524−7.0% | Reduced |
| Union Savings Bank | 6,986 | $501.2K | 0.26% | +225+3.3% | Added |
| Allegheny Financial Group LTD | 6,982 | $500.9K | 0.15% | +10.0% | 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 |
| Syon Capital LLC | 6,938 | $497.7K | 0.05% | +700+11.2% | Added |
| Baldwin Brothers Inc | 6,900 | $495.0K | 0.04% | −629−8.4% | Reduced |
| Slagle Financial, LLC | 6,899 | $494.9K | 0.27% | −7,351−51.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $494.3K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 6,890 | $494.3K | 0.07% | +1,213+21.4% | Added |
| Lathrop Investment Management Corp | 6,890 | $494.0K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 6,884 | $493.9K | 0.11% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6,864 | $492.0K | 0.03% | −296−4.1% | Reduced |