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 |
|---|---|---|---|---|---|
| Aldebaran Financial Inc. | 3,867 | $277.4K | 0.41% | −500−11.4% | Reduced |
| Searle & Co. | 3,858 | $276.8K | 0.07% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 3,855 | $276.6K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 3,854 | $276.5K | 0.19% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 3,847 | $276.0K | 0.10% | +25+0.7% | Added |
| WMG Financial Advisors, LLC | 3,846 | $275.9K | 0.16% | +188+5.1% | Added |
| Robertson Stephens Wealth Management, LLC | 3,845 | $275.9K | 0.02% | −21−0.5% | Reduced |
| Eisler Capital (US) LLC | 3,842 | $275.6K | 0.09% | +3,842 | New |
| L2 Asset Management, LLC | 3,841 | $275.6K | 0.09% | +279+7.8% | Added |
| FLC Capital Advisors | 3,840 | $275.5K | 0.07% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 3,840 | $275.5K | 0.95% | +3,840 | New |
| Live Oak Private Wealth LLC | 3,836 | $275.2K | 0.05% | 00.0% | Unchanged |
| Plancorp, LLC | 3,834 | $275.1K | 0.01% | +3,834 | New |
| Fortitude Advisory Group L.L.C. | 3,805 | $273.0K | 0.15% | −58−1.5% | Reduced |
| Meridian Investment Counsel Inc. | 3,802 | $272.8K | 0.09% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 3,801 | $272.7K | 0.12% | +60+1.6% | Added |
| Fulton Breakefield Broenniman LLC | 3,778 | $271.0K | 0.02% | +375+11.0% | Added |
| Klingman & Associates, LLC | 3,761 | $269.8K | 0.02% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,757 | $269.5K | 0.16% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,757 | $269.5K | 0.06% | +3+0.1% | Added |
| O'Brien Greene & Co. Inc | 3,750 | $269.0K | 0.09% | −670−15.2% | Reduced |
| KRS Capital Management, LLC | 3,740 | $268.3K | 0.22% | −663−15.1% | Reduced |
| Ardent Capital Management, Inc. | 3,739 | $268.2K | 0.13% | 00.0% | Unchanged |
| Tobam | 3,729 | $268.0K | 0.02% | +1,498+67.1% | Added |
| GEM Asset Management, LLC | 3,830 | $267.3K | 0.18% | 00.0% | Unchanged |
| Willis Investment Counsel | 3,717 | $266.7K | 0.02% | −40−1.1% | Reduced |
| Hoylecohen, LLC | 3,715 | $266.5K | 0.02% | −600−13.9% | Reduced |
| CBOE Vest Financial, LLC | 3,710 | $266.2K | 0.01% | +3,710 | New |
| King Wealth | 3,709 | $266.0K | 0.05% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,682 | $264.2K | 0.05% | +10.0% | Added |
| WealthBridge Capital Management, LLC | 3,672 | $263.4K | 0.09% | −10.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 3,670 | $263.3K | 0.07% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,668 | $263.1K | 0.11% | 00.0% | Unchanged |
| Athena Investment Management | 3,663 | $262.8K | 0.16% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,661 | $262.6K | 0.05% | 00.0% | Unchanged |
| Drake & Associates, LLC | 3,654 | $262.1K | 0.10% | −94−2.5% | Reduced |
| Davis R M Inc | 3,653 | $262.1K | 0.01% | −1,273−25.8% | Reduced |
| Flaharty Asset Management, LLC | 3,650 | $261.9K | 0.04% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 3,638 | $261.0K | 0.10% | 00.0% | Unchanged |
| Country Trust Bank | 3,633 | $260.6K | 0.01% | +93+2.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $260.3K | 0.14% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 3,625 | $260.1K | 0.07% | −48−1.3% | Reduced |
| Plato Investment Management Ltd | 3,622 | $259.8K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,620 | $259.7K | 0.02% | +64+1.8% | Added |
| MBM Wealth Consultants, LLC | 3,610 | $258.9K | 0.09% | −56−1.5% | Reduced |
| MidWestOne Financial Group, Inc. | 3,607 | $258.8K | 0.05% | −68−1.9% | Reduced |
| Gateway Investment Advisers LLC | 3,600 | $258.3K | 0.00% | −252−6.5% | Reduced |
| Integris Wealth Management, LLC | 3,600 | $258.3K | 0.07% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,590 | $257.5K | 0.04% | +3,590 | New |
| Congress Wealth Management LLC | 3,575 | $256.5K | 0.00% | −2,519−41.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,574 | $256.4K | 0.08% | −1,078−23.2% | Reduced |
| Bank of New Hampshire | 3,568 | $256.0K | 0.07% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 3,565 | $255.7K | 0.16% | +3,565 | New |
| Wela Strategies, Inc. | 3,559 | $255.4K | 0.12% | −1,447−28.9% | Reduced |
| NBW Capital LLC | 3,554 | $255.0K | 0.05% | −72−2.0% | Reduced |
| Latitude Advisors, LLC | 3,552 | $254.9K | 0.16% | +648+22.3% | Added |
| Palumbo Wealth Management LLC | 3,546 | $254.4K | 0.11% | −163−4.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,546 | $254.4K | 0.03% | −390−9.9% | Reduced |
| Zullo Investment Group, Inc. | 3,526 | $253.0K | 0.12% | +89+2.6% | Added |
| Salomon & Ludwin, LLC | 3,509 | $251.7K | 0.02% | −2,193−38.5% | Reduced |
| Rainey & Randall Investment Management Inc. | 3,506 | $251.5K | 0.06% | +3,506 | New |
| St. Louis Trust Co | 3,500 | $251.1K | 0.04% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 3,502 | $251.0K | 0.12% | −1,399−28.5% | Reduced |
| Apexium Financial, LP | 3,470 | $248.9K | 0.02% | +200+6.1% | Added |
| Lifeworks Advisors, LLC | 3,468 | $248.8K | 0.07% | −212−5.8% | Reduced |
| Financial Engines Advisors L.L.C. | 3,464 | $248.5K | 0.00% | +3,464 | New |
| Stonebridge Capital Advisors LLC | 3,463 | $248.4K | 0.02% | −15−0.4% | Reduced |
| Adapt Wealth Advisors, LLC | 3,462 | $248.4K | 0.18% | +3,462 | New |
| Drive Wealth Management, LLC | 3,459 | $248.2K | 0.07% | −203−5.5% | Reduced |
| Westwood Holdings Group Inc. | 3,450 | $248.0K | 0.00% | −2,822−45.0% | Reduced |
| Marshall Wace, LLP | 3,439 | $246.7K | 0.00% | −1,574,752−99.8% | Reduced |
| Allstate Corp | 3,431 | $246.1K | 0.02% | −178−4.9% | Reduced |
| Marcum Wealth, LLC | 3,427 | $245.9K | 0.02% | −1,167−25.4% | Reduced |
| Aspen Grove Capital, LLC | 3,418 | $245.3K | 0.07% | −33−1.0% | Reduced |
| Phillips Wealth Planners LLC | 3,612 | $244.8K | 0.28% | +134+3.9% | Added |
| Fiduciary Alliance LLC | 3,440 | $244.6K | 0.04% | −301−8.0% | Reduced |
| Old Second National Bank of Aurora | 3,408 | $244.5K | 0.06% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 3,407 | $244.4K | 0.14% | +3,407 | New |
| Caisse de Depot Et Placement du Quebec | 3,402 | $244.1K | 0.00% | −144,274−97.7% | Reduced |
| Family Asset Management, LLC | 3,402 | $244.1K | 0.15% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,396 | $243.6K | 0.05% | −185−5.2% | Reduced |
| Merriman Wealth Management, LLC | 3,389 | $243.1K | 0.01% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,380 | $242.5K | 0.05% | −138−3.9% | Reduced |
| Worth Asset Management, LLC | 3,372 | $241.9K | 0.15% | −178−5.0% | Reduced |
| Boyar Asset Management Inc. | 3,365 | $241.4K | 0.16% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,394 | $241.3K | 0.20% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,358 | $240.9K | 0.02% | +237+7.6% | Added |
| Aveo Capital Partners, LLC | 3,175 | $240.8K | 0.03% | −143−4.3% | Reduced |
| DF Dent & Co Inc | 3,356 | $240.8K | 0.00% | −6−0.2% | Reduced |
| HC Advisors, LLC | 3,340 | $239.6K | 0.11% | +170+5.4% | Added |
| Satovsky Asset Management LLC | 3,333 | $239.1K | 0.07% | +34+1.0% | Added |
| Alpha Omega Wealth Management LLC | 3,332 | $239.0K | 0.04% | +400+13.6% | Added |
| Aaron Wealth Advisors | 3,325 | $238.5K | 0.03% | +230+7.4% | Added |
| Nadler Financial Group, Inc. | 3,309 | $237.4K | 0.03% | −392−10.6% | Reduced |
| Anchor Capital Advisors LLC | 3,300 | $236.7K | 0.01% | −100−2.9% | Reduced |
| AlphaStar Capital Management, LLC | 3,295 | $236.4K | 0.02% | +3,295 | New |
| Summit Wealth Partners, LLC | 3,290 | $236.0K | 0.05% | −77−2.3% | Reduced |
| Elevate Wealth Advisory, Inc | 3,287 | $235.8K | 0.21% | −7−0.2% | Reduced |
| Dean Investment Associates, LLC | 3,286 | $235.7K | 0.03% | −289−8.1% | Reduced |
| Campbell Wealth Management | 3,278 | $235.0K | 0.02% | +3,278 | New |