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 |
|---|---|---|---|---|---|
| Glass Jacobson Investment Advisors llc | 5,584 | $400.6K | 0.15% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,581 | $400.4K | 0.02% | −20−0.4% | Reduced |
| Qsemble Capital Management, LP | 5,548 | $398.0K | 0.09% | −9,420−62.9% | Reduced |
| Arcus Capital Partners, LLC | 5,542 | $397.6K | 0.13% | +44+0.8% | Added |
| Gotham Asset Management, LLC | 5,514 | $395.6K | 0.01% | −20.0% | Reduced |
| Keystone Financial Planning, Inc. | 5,508 | $395.1K | 0.13% | 00.0% | Unchanged |
| Wrapmanager Inc | 5,492 | $394.0K | 0.11% | −2,066−27.3% | Reduced |
| Donald L. Hagan, LLC | 5,484 | $393.4K | 0.21% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,481 | $393.2K | 0.10% | +163+3.1% | Added |
| Royal Fund Management, LLC | 5,478 | $393.0K | 0.05% | +583+11.9% | Added |
| Lebenthal Global Advisors, LLC | 5,468 | $392.3K | 0.09% | +209+4.0% | Added |
| Mathes Company, Inc. | 5,450 | $391.0K | 0.15% | −1,050−16.2% | Reduced |
| Wealth Quarterback LLC | 5,446 | $390.7K | 0.22% | +296+5.7% | Added |
| Haverford Trust Co | 5,426 | $389.3K | 0.00% | −1,750−24.4% | Reduced |
| BBR Partners, LLC | 5,426 | $389.3K | 0.03% | +5,426 | New |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $389.1K | 0.29% | +600+12.4% | Added |
| JB Capital LLC | 5,421 | $388.9K | 0.03% | +6+0.1% | Added |
| Bienville Capital Management, LLC | 5,400 | $387.4K | 0.12% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 5,400 | $387.4K | 0.06% | +2,500+86.2% | Added |
| United Capital Management of KS, Inc. | 5,399 | $387.3K | 0.09% | +78+1.5% | Added |
| Gratus Wealth Advisors, LLC | 5,487 | $387.2K | 0.07% | +5,487 | New |
| ML & R Wealth Management LLC | 5,386 | $386.4K | 0.09% | −13−0.2% | Reduced |
| Bill Few Associates, Inc. | 5,373 | $385.5K | 0.16% | +1,300+31.9% | Added |
| Pinnacle West Asset Management, Inc. | 5,355 | $384.0K | 0.30% | +20+0.4% | Added |
| TruWealth Advisors, LLC | 5,332 | $382.5K | 0.03% | +257+5.1% | Added |
| TCG Advisory Services, LLC | 5,327 | $382.1K | 0.02% | +13+0.2% | Added |
| Balentine LLC | 5,302 | $380.4K | 0.01% | −413−7.2% | Reduced |
| Mirador Capital Partners LP | 5,300 | $380.2K | 0.07% | +327+6.6% | Added |
| David Loasby | 5,383 | $380.0K | 0.04% | +1,753+48.3% | Added |
| Correct Capital Wealth Management | 5,250 | $376.6K | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 5,244 | $376.2K | 0.08% | +5,244 | New |
| First National Bank & Trust Co of Newtown | 5,235 | $375.6K | 0.08% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 5,229 | $375.1K | 0.01% | +21+0.4% | Added |
| Wolverine Trading, LLC | 5,215 | $374.1K | 0.00% | +462+9.7% | Added |
| Buttonwood Financial Advisors Inc. | 5,213 | $374.0K | 0.18% | −313−5.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 5,465 | $373.8K | 0.14% | +582+11.9% | Added |
| Oppenheimer Asset Management Inc. | 5,192 | $372.5K | 0.01% | −533−9.3% | Reduced |
| Independent Financial Group, LLC | 5,191 | $372.4K | 0.02% | −451−8.0% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $372.0K | 0.18% | 00.0% | Unchanged |
| RB Capital Management, LLC | 5,171 | $371.0K | 0.10% | −164−3.1% | Reduced |
| Smith Anglin Financial, LLC | 5,164 | $370.5K | 0.04% | +644+14.2% | Added |
| Cladis Investment Advisory, LLC | 5,160 | $370.2K | 0.27% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 4,767 | $369.8K | 0.17% | +159+3.5% | Added |
| Davis Investment Partners, LLC | 5,284 | $368.7K | 0.16% | +10.0% | Added |
| WealthTrust Axiom LLC | 5,138 | $368.6K | 0.12% | +10.0% | Added |
| Wynn Capital, LLC | 5,129 | $367.9K | 0.28% | +301+6.2% | Added |
| Requisite Capital Management, LLC | 5,128 | $367.9K | 0.08% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,114 | $366.9K | 0.11% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 5,094 | $365.4K | 0.22% | −303−5.6% | Reduced |
| Rise Advisors, LLC | 5,085 | $364.8K | 0.19% | +1,141+28.9% | Added |
| Greylin Investment Mangement Inc | 5,085 | $364.8K | 0.06% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 5,078 | $364.3K | 0.02% | +12+0.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $363.0K | 0.08% | −1,780−26.0% | Reduced |
| Chaney Capital Management, Inc. | 5,018 | $360.0K | 0.29% | −148−2.9% | Reduced |
| REDW Wealth LLC | 5,017 | $359.9K | 0.10% | +45+0.9% | Added |
| Legacy Financial Advisors, Inc. | 5,017 | $359.9K | 0.06% | +142+2.9% | Added |
| Alpha Cubed Investments, LLC | 5,013 | $359.7K | 0.02% | −696−12.2% | Reduced |
| Bullock Wealth Management Group | 5,040 | $358.3K | 0.24% | +5,040 | New |
| Altus Wealth Group LLC | 4,994 | $358.2K | 0.18% | 00.0% | Unchanged |
| Zhang Financial LLC | 4,991 | $358.1K | 0.03% | +50+1.0% | Added |
| Retirement Planning Group | 4,986 | $357.7K | 0.03% | +4,986 | New |
| Cape Cod Five Cents Savings Bank | 4,971 | $356.6K | 0.03% | −523−9.5% | Reduced |
| Keynote Financial Services LLC | 4,958 | $355.7K | 0.30% | +4,958 | New |
| Abn Amro Investment Solutions | 4,948 | $355.0K | 0.01% | −345−6.5% | Reduced |
| Allen Capital Group, LLC | 4,942 | $354.5K | 0.05% | +4,942 | New |
| MKT Advisors LLC | 5,075 | $354.1K | 0.19% | +264+5.5% | Added |
| Cutter & CO Brokerage, Inc. | 4,930 | $353.7K | 0.09% | +69+1.4% | Added |
| Jentner Corp | 4,918 | $352.8K | 0.12% | +46+0.9% | Added |
| CMG Global Holdings, LLC | 4,902 | $351.7K | 0.24% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,871 | $349.4K | 0.39% | +191+4.1% | Added |
| Hummer Financial Advisory Services Inc | 4,850 | $347.9K | 0.29% | +300+6.6% | Added |
| V-Square Quantitative Management LLC | 4,839 | $347.1K | 0.06% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,830 | $346.5K | 0.27% | −90−1.8% | Reduced |
| Johnson Financial Group, Inc. | 4,828 | $346.4K | 0.02% | +2,851+144.2% | Added |
| Southland Equity Partners LLC | 4,828 | $346.3K | 0.10% | +36+0.8% | Added |
| Flagship Harbor Advisors, LLC | 4,787 | $343.4K | 0.02% | +277+6.1% | Added |
| Washington Trust Co | 4,785 | $343.3K | 0.01% | +35+0.7% | Added |
| Lokken Investment Group LLC | 4,785 | $343.3K | 0.17% | −9−0.2% | Reduced |
| Triton Wealth Management, PLLC | 4,681 | $343.2K | 0.24% | −10−0.2% | Reduced |
| Camden Capital, LLC | 4,769 | $342.2K | 0.03% | −412−8.0% | Reduced |
| Sage Mountain Advisors LLC | 4,768 | $342.1K | 0.04% | −340−6.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,766 | $341.9K | 0.00% | −84−1.7% | Reduced |
| Tranquility Partners, LLC | 4,746 | $340.5K | 0.13% | +48+1.0% | Added |
| Childress Capital Advisors, LLC | 4,703 | $337.4K | 0.10% | −438−8.5% | Reduced |
| Boston Research & Management Inc | 4,710 | $337.0K | 0.08% | 00.0% | Unchanged |
| Pitcairn Co | 4,695 | $336.8K | 0.02% | +881+23.1% | Added |
| Elmwood Wealth Management, Inc. | 4,693 | $336.6K | 0.14% | −5−0.1% | Reduced |
| Argent Advisors, Inc. | 4,687 | $336.2K | 0.13% | +360+8.3% | Added |
| Relative Value Partners Group, LLC | 4,832 | $335.9K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,722 | $335.7K | 0.10% | −224−4.5% | Reduced |
| Patriot Investment Management Inc. | 4,677 | $335.5K | 0.03% | +334+7.7% | Added |
| Transcend Wealth Collective, LLC | 4,668 | $334.9K | 0.03% | +554+13.5% | Added |
| Glen Eagle Advisors, LLC | 4,664 | $334.6K | 0.06% | −165−3.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,664 | $334.6K | 0.01% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 4,662 | $334.5K | 0.15% | +4,662 | New |
| FineMark National Bank & Trust | 4,662 | $334.5K | 0.01% | −635−12.0% | Reduced |
| Bedel Financial Consulting, Inc. | 4,660 | $334.3K | 0.05% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 4,650 | $334.0K | 0.14% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,640 | $332.9K | 0.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,634 | $332.4K | 0.04% | +273+6.3% | Added |