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 |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | 4,632 | $332.3K | 0.05% | +3+0.1% | Added |
| CSM Advisors, LLC | 4,626 | $332.0K | 0.02% | −1,100−19.2% | Reduced |
| NSI Retail Advisors, LLC | 4,626 | $332.0K | 0.05% | −1,100−19.2% | Reduced |
| Altfest L J & Co Inc | 4,628 | $332.0K | 0.05% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,627 | $331.9K | 0.25% | −299−6.1% | Reduced |
| Duncker Streett & Co Inc | 4,615 | $331.0K | 0.07% | −200−4.2% | Reduced |
| Violich Capital Management, Inc. | 4,595 | $330.0K | 0.05% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 4,574 | $328.1K | 0.29% | +47+1.0% | Added |
| Citizens Business Bank | 4,533 | $325.2K | 0.07% | +491+12.1% | Added |
| Fusion Capital, LLC | 4,529 | $324.9K | 0.15% | +47+1.0% | Added |
| Seelaus Asset Management LLC | 4,513 | $323.8K | 0.32% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,500 | $323.0K | 0.06% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,502 | $323.0K | 0.03% | +340+8.2% | Added |
| Waldron Private Wealth LLC | 4,502 | $323.0K | 0.01% | −574−11.3% | Reduced |
| GHP Investment Advisors, Inc. | 4,500 | $322.8K | 0.02% | +3+0.1% | Added |
| Capital Investment Counsel, Inc | 4,497 | $322.6K | 0.06% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,495 | $322.5K | 0.00% | −309−6.4% | Reduced |
| TCI Wealth Advisors, Inc. | 4,492 | $322.3K | 0.03% | −213−4.5% | Reduced |
| Hanson & Doremus Investment Management | 4,461 | $320.0K | 0.06% | −230−4.9% | Reduced |
| Veracity Capital LLC | 4,457 | $319.8K | 0.12% | −167−3.6% | Reduced |
| Trilogy Capital Inc. | 4,456 | $319.7K | 0.02% | +4,456 | New |
| Investment House LLC | 4,452 | $319.4K | 0.02% | +28+0.6% | Added |
| Dogwood Wealth Management LLC | 4,447 | $319.0K | 0.22% | +710+19.0% | Added |
| Financial Management Professionals, Inc. | 4,440 | $319.0K | 0.05% | −71−1.6% | Reduced |
| Financial Partners Group, Inc | 4,431 | $317.9K | 0.05% | +4,431 | New |
| J. L. Bainbridge & Co., Inc. | 4,425 | $317.5K | 0.03% | +4+0.1% | Added |
| Thompson Investment Management, Inc. | 4,424 | $317.4K | 0.05% | +66+1.5% | Added |
| Ferguson Wellman Capital Management, Inc | 4,417 | $316.9K | 0.01% | −607−12.1% | Reduced |
| 9258 Wealth Management, LLC | 4,407 | $316.2K | 0.05% | −145−3.2% | Reduced |
| Enterprise Financial Services Corp | 4,398 | $315.5K | 0.19% | −445−9.2% | Reduced |
| SNS Financial Group, LLC | 4,394 | $315.3K | 0.03% | −15−0.3% | Reduced |
| Trust Co of the South | 4,390 | $314.9K | 0.07% | −88−2.0% | Reduced |
| Coastline Trust Co | 4,384 | $314.5K | 0.04% | −3,350−43.3% | Reduced |
| Wealthspan Partners, LLC | 4,379 | $314.1K | 0.19% | +188+4.5% | Added |
| Appleton Partners Inc | 4,356 | $312.0K | 0.02% | −1,300−23.0% | Reduced |
| Trinity Financial Advisors LLC | 4,346 | $311.8K | 0.14% | −184−4.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,346 | $311.8K | 0.11% | +4,346 | New |
| Semmax Financial Advisors Inc. | 3,948 | $310.7K | 0.10% | +35+0.9% | Added |
| Bridges Investment Management Inc | 4,325 | $310.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,321 | $310.0K | 0.09% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,318 | $309.8K | 0.07% | −29−0.7% | Reduced |
| Peak Asset Management, LLC | 4,310 | $309.2K | 0.06% | +100+2.4% | Added |
| Ascension Asset Management LLC | 4,302 | $308.6K | 0.17% | +4,302 | New |
| Longview Financial Advisors, Inc. | 4,300 | $308.5K | 0.23% | +4+0.1% | Added |
| Sierra Summit Advisors LLC | 4,294 | $308.1K | 0.08% | +35+0.8% | Added |
| Cooper Financial Group | 4,292 | $307.9K | 0.05% | −5−0.1% | Reduced |
| Goldstone Financial Group, LLC | 4,290 | $307.8K | 0.07% | +214+5.3% | Added |
| Bey-Douglas LLC | 4,284 | $307.3K | 0.29% | +4+0.1% | Added |
| Inscription Capital, LLC | 4,278 | $306.9K | 0.05% | −300−6.6% | Reduced |
| KMG Fiduciary Partners, LLC | 4,266 | $306.0K | 0.03% | +272+6.8% | Added |
| Hall Capital Management Co Inc | 4,248 | $304.7K | 0.15% | −146−3.3% | Reduced |
| Sittner & Nelson, LLC | 4,246 | $304.6K | 0.15% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,922 | $304.0K | 0.18% | −57−1.4% | Reduced |
| First Financial Bankshares Inc | 4,237 | $304.0K | 0.01% | +1,036+32.4% | Added |
| Beese Fulmer Investment Management, Inc. | 4,235 | $303.8K | 0.03% | −229−5.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,223 | $303.0K | 0.03% | −14−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,200 | $301.3K | 0.01% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,197 | $301.1K | 0.19% | −759−15.3% | Reduced |
| Institute for Wealth Management, LLC. | 4,195 | $301.0K | 0.04% | −230−5.2% | Reduced |
| Aviso Wealth Management | 4,194 | $300.9K | 0.19% | +151+3.7% | Added |
| Norwood Financial Corp | 4,158 | $298.3K | 0.43% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,142 | $297.2K | 0.11% | +99+2.4% | Added |
| Northwest Bancshares, Inc. | 4,137 | $296.8K | 0.05% | −2,093−33.6% | Reduced |
| Stratos Wealth Advisors, LLC | 4,132 | $296.5K | 0.02% | −44,273−91.5% | Reduced |
| TRUE Private Wealth Advisors | 4,126 | $296.0K | 0.03% | +46+1.1% | Added |
| Advisory Alpha, LLC | 4,125 | $296.0K | 0.01% | −388−8.6% | Reduced |
| Round Rock Advisors, LLC | 4,121 | $295.6K | 0.07% | 00.0% | Unchanged |
| 1st Source Bank | 4,119 | $295.5K | 0.02% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,114 | $295.1K | 0.03% | −251−5.8% | Reduced |
| Gen-Wealth Partners Inc | 4,107 | $294.6K | 0.15% | +4,107 | New |
| Dorsey & Whitney Trust CO LLC | 4,098 | $294.0K | 0.02% | +321+8.5% | Added |
| Commerzbank Aktiengesellschaft | 4,068 | $292.0K | 0.01% | +4,068 | New |
| ASB Consultores, LLC | 4,058 | $291.1K | 0.08% | +4,058 | New |
| Apella Capital, LLC | 4,117 | $290.7K | 0.01% | −75−1.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $290.5K | 0.03% | 00.0% | Unchanged |
| EWG Elevate Inc. | 4,023 | $288.6K | 0.11% | −30−0.7% | Reduced |
| Signal Advisors Wealth, LLC | 4,018 | $288.3K | 0.07% | +714+21.6% | Added |
| Fagan Associates, Inc. | 4,011 | $287.8K | 0.05% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,004 | $287.2K | 0.19% | +49+1.2% | Added |
| Altus Wealth Management, LLC | 3,973 | $285.0K | 0.15% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,964 | $284.4K | 0.03% | −1,177−22.9% | Reduced |
| Kingdom Financial Group LLC. | 3,950 | $283.4K | 0.20% | −941−19.2% | Reduced |
| Austin Private Wealth, LLC | 3,991 | $283.3K | 0.03% | +786+24.5% | Added |
| Aprio Wealth Management, LLC | 3,937 | $282.4K | 0.06% | −702−15.1% | Reduced |
| Bourne Lent Asset Management Inc | 3,931 | $282.0K | 0.11% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,925 | $281.6K | 0.19% | −50−1.3% | Reduced |
| Proficio Capital Partners LLC | 3,924 | $281.5K | 0.03% | +43+1.1% | Added |
| OMNI 360 Wealth, Inc. | 3,910 | $280.5K | 0.23% | −76−1.9% | Reduced |
| Alaethes Wealth LLC | 3,905 | $280.1K | 0.12% | 00.0% | Unchanged |
| Vicus Capital | 3,905 | $280.1K | 0.03% | +3,905 | New |
| Colton Groome Financial Advisors, LLC | 3,900 | $279.8K | 0.11% | −17−0.4% | Reduced |
| Beck Mack & Oliver LLC | 3,900 | $279.8K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,899 | $279.7K | 0.03% | −204−5.0% | Reduced |
| Frontier Asset Management, LLC | 3,897 | $279.6K | 0.10% | +39+1.0% | Added |
| BLB&B Advisors, LLC | 3,888 | $278.9K | 0.02% | +439+12.7% | Added |
| Quent Capital, LLC | 3,883 | $278.6K | 0.03% | +314+8.8% | Added |
| Heartland Bank & Trust Co | 3,880 | $278.4K | 0.16% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,879 | $278.3K | 0.19% | 00.0% | Unchanged |
| Coppell Advisory Solutions Corp. | 3,877 | $278.1K | 0.05% | +3,877 | New |
| Retirement Income Solutions, Inc | 3,873 | $277.8K | 0.06% | 00.0% | Unchanged |