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 |
|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | 6,855 | $491.8K | 0.03% | +1,653+31.8% | Added |
| Berger Financial Group, Inc | 6,840 | $490.7K | 0.04% | +390+6.0% | Added |
| Client 1st Advisory Group, LLC | 6,803 | $488.1K | 0.22% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 6,794 | $487.4K | 0.14% | −125−1.8% | Reduced |
| Longfellow Investment Management Co LLC | 6,753 | $484.5K | 0.11% | +45+0.7% | Added |
| Builder Investment Group Inc | 6,729 | $482.7K | 0.14% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 6,721 | $482.2K | 0.10% | +321+5.0% | Added |
| Cozad Asset Management Inc | 6,699 | $480.6K | 0.05% | −86−1.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,652 | $477.2K | 0.29% | +6,652 | New |
| Congress Asset Management Co | 6,647 | $476.9K | 0.00% | −64−1.0% | Reduced |
| AdvisorNet Financial, Inc | 6,625 | $475.3K | 0.05% | −1,062−13.8% | Reduced |
| IVC Wealth Advisors LLC | 6,601 | $473.6K | 0.27% | +258+4.1% | Added |
| Probity Advisors, Inc. | 6,600 | $473.5K | 0.10% | 00.0% | Unchanged |
| Abel Hall, LLC | 6,595 | $473.1K | 0.35% | +137+2.1% | Added |
| Brady Family Wealth, LLC | 6,580 | $472.0K | 0.15% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 6,542 | $469.3K | 0.06% | +6,542 | New |
| Prosperity Financial Group, Inc. | 6,542 | $469.3K | 0.29% | +713+12.2% | Added |
| Lowe Brockenbrough & Co Inc | 6,525 | $468.1K | 0.03% | −1,450−18.2% | Reduced |
| BCR Wealth Strategies, LLC | 6,518 | $468.0K | 0.32% | +13+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 6,504 | $466.6K | 0.35% | −1,254−16.2% | Reduced |
| Novare Capital Management LLC | 6,471 | $464.2K | 0.04% | +193+3.1% | Added |
| Moloney Securities Asset Management, LLC | 6,464 | $463.8K | 0.07% | −390−5.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,457 | $463.2K | 0.05% | −80−1.2% | Reduced |
| Forum Financial Management, LP | 6,451 | $462.8K | 0.01% | +306+5.0% | Added |
| Sonora Investment Management Group, LLC | 6,410 | $459.9K | 0.04% | −767−10.7% | Reduced |
| STAR Financial Bank | 6,385 | $458.1K | 0.39% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 6,385 | $458.0K | 0.05% | −110−1.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,380 | $457.7K | 0.08% | +4+0.1% | Added |
| GeoWealth Management, LLC | 6,357 | $456.1K | 0.02% | +541+9.3% | Added |
| Ballew Advisors, Inc | 6,518 | $454.7K | 0.31% | +17+0.3% | Added |
| LCNB Corp | 6,321 | $453.5K | 0.16% | 00.0% | Unchanged |
| Trust Co of Virginia | 6,302 | $452.1K | 0.04% | −251−3.8% | Reduced |
| Brevan Howard Capital Management LP | 6,278 | $450.4K | 0.04% | +3,026+93.1% | Added |
| Tritonpoint Wealth, LLC | 6,606 | $450.4K | 0.05% | +132+2.0% | Added |
| Charter Trust Co | 6,264 | $449.4K | 0.03% | −188−2.9% | Reduced |
| Moseley Investment Management Inc | 6,238 | $447.5K | 0.22% | −655−9.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,237 | $447.5K | 0.03% | −375−5.7% | Reduced |
| Avidian Wealth Solutions, LLC | 6,231 | $447.0K | 0.02% | +180+3.0% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,224 | $446.5K | 0.11% | +541+9.5% | Added |
| TBH Global Asset Management, LLC | 6,220 | $446.2K | 0.09% | −908−12.7% | Reduced |
| Valued Retirements, Inc. | 6,205 | $445.2K | 0.71% | +13+0.2% | Added |
| SFMG, LLC | 6,203 | $445.0K | 0.04% | +31+0.5% | Added |
| CX Institutional | 6,179 | $443.3K | 0.02% | −191−3.0% | Reduced |
| Hexagon Capital Partners LLC | 6,164 | $442.2K | 0.10% | −132−2.1% | Reduced |
| Virtue Capital Management, LLC | 6,369 | $441.8K | 0.08% | −2,996−32.0% | Reduced |
| PFW Advisors LLC | 6,151 | $441.3K | 0.13% | −356−5.5% | Reduced |
| Fee-Only Financial Planning, L.C. | 6,150 | $441.2K | 0.30% | 00.0% | Unchanged |
| Patten Group, Inc. | 6,144 | $440.8K | 0.11% | +428+7.5% | Added |
| GPS Wealth Strategies Group, LLC | 6,135 | $440.1K | 0.07% | −1,222−16.6% | Reduced |
| Armstrong Advisory Group, Inc | 6,270 | $439.7K | 0.04% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,127 | $439.6K | 0.28% | −255−4.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,117 | $438.9K | 0.04% | −179−2.8% | Reduced |
| Insigneo Advisory Services, LLC | 6,111 | $438.4K | 0.05% | +437+7.7% | Added |
| Heritage Wealth Advisors | 6,104 | $437.9K | 0.02% | 00.0% | Unchanged |
| Summitry LLC | 6,100 | $437.6K | 0.02% | −1,350−18.1% | Reduced |
| Lake Street Advisors Group, LLC | 6,093 | $437.1K | 0.02% | +335+5.8% | Added |
| Mosley Wealth Management | 6,071 | $435.5K | 0.41% | −65−1.1% | Reduced |
| Capital Asset Advisory Services LLC | 6,227 | $435.3K | 0.02% | −845−11.9% | Reduced |
| Davy Global Fund Management Ltd | 6,054 | $434.3K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 6,054 | $434.3K | 0.17% | −8−0.1% | Reduced |
| FSA Advisors, Inc. | 6,043 | $433.5K | 0.46% | +24+0.4% | Added |
| Cranbrook Wealth Management, LLC | 6,036 | $433.0K | 0.11% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 6,052 | $432.2K | 0.18% | +3,026+100.0% | Added |
| American Financial Advisors, LLC | 6,017 | $431.7K | 0.06% | +46+0.8% | Added |
| BOS Asset Management, LLC | 6,012 | $431.3K | 0.23% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 6,007 | $430.9K | 0.04% | +6,007 | New |
| Schulhoff & Co Inc | 6,000 | $430.4K | 0.19% | 00.0% | Unchanged |
| Girard Partners Ltd. | 5,989 | $429.6K | 0.04% | −563−8.6% | Reduced |
| Tradition Wealth Management, LLC | 5,988 | $429.6K | 0.04% | −222−3.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,987 | $429.5K | 0.23% | −10.0% | Reduced |
| Kingfisher Capital LLC | 5,946 | $427.0K | 0.10% | +28+0.5% | Added |
| Kapstone Financial Advisors LLC | 5,952 | $427.0K | 0.29% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 5,950 | $426.9K | 0.05% | −258−4.2% | Reduced |
| Diligent Investors, LLC | 5,940 | $426.1K | 0.11% | +4+0.1% | Added |
| Evergreen Capital Management LLC | 5,875 | $421.5K | 0.02% | +336+6.1% | Added |
| OMC Financial Services LTD | 5,867 | $421.0K | 0.21% | +5,867 | New |
| Moneta Group Investment Advisors LLC | 5,861 | $420.5K | 0.01% | +1,002+20.6% | Added |
| Cross Staff Investments Inc | 5,835 | $418.6K | 0.35% | −200−3.3% | Reduced |
| Paloma Partners Management Co | 5,831 | $418.3K | 0.06% | +5,831 | New |
| Red Wave Investments LLC | 5,810 | $416.8K | 0.16% | +87+1.5% | Added |
| Petrus Trust Company, LTA | 5,798 | $415.9K | 0.04% | +5,798 | New |
| Trust Co of Toledo NA | 5,786 | $415.1K | 0.06% | −1,374−19.2% | Reduced |
| Juncture Wealth Strategies, LLC | 5,766 | $413.7K | 0.18% | −3,009−34.3% | Reduced |
| O'Rourke & Company, Inc | 5,758 | $413.0K | 0.24% | +133+2.4% | Added |
| Graypoint LLC | 5,743 | $412.0K | 0.03% | −832−12.7% | Reduced |
| FDx Advisors, Inc. | 5,742 | $412.0K | 0.06% | −1,686−22.7% | Reduced |
| Thoroughbred Financial Services, LLC | 5,736 | $411.0K | 0.04% | −4,005−41.1% | Reduced |
| Beta Wealth Group, Inc. | 5,715 | $410.0K | 0.20% | +205+3.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 5,700 | $408.9K | 0.03% | 00.0% | Unchanged |
| Doliver Advisors, LP | 5,698 | $408.8K | 0.12% | −220−3.7% | Reduced |
| Wealth Group, Ltd. | 5,692 | $408.0K | 0.31% | +5,692 | New |
| Summit Asset Management, LLC | 5,686 | $407.9K | 0.09% | +18+0.3% | Added |
| Tucker Asset Management LLC | 5,670 | $406.8K | 0.09% | −3,194−36.0% | Reduced |
| Breakwater Capital Group | 5,644 | $404.9K | 0.10% | +368+7.0% | Added |
| Kovitz Investment Group Partners, LLC | 5,641 | $404.7K | 0.01% | +5,641 | New |
| Connectus Wealth, LLC | 5,633 | $404.1K | 0.01% | −10,277−64.6% | Reduced |
| KC Investment Advisors, LLC | 5,627 | $403.7K | 0.21% | +893+18.9% | Added |
| Colonial Trust Advisors | 5,624 | $403.4K | 0.04% | −6−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 5,606 | $402.2K | 0.03% | −137−2.4% | Reduced |
| Cornerstone Advisory, LLC | 5,600 | $401.7K | 0.06% | +525+10.3% | Added |