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 |
|---|---|---|---|---|---|
| Ironsides Asset Advisors, LLC | 3,268 | $234.4K | 0.08% | +365+12.6% | Added |
| Howe & Rusling Inc | 3,265 | $234.2K | 0.02% | +3,265 | New |
| USAdvisors Wealth Management, LLC | 3,294 | $234.0K | 0.09% | +127+4.0% | Added |
| Spirit of America Management Corp | 3,250 | $233.2K | 0.05% | +400+14.0% | Added |
| Saxony Capital Management, LLC | 3,248 | $233.0K | 0.28% | −200−5.8% | Reduced |
| WealthPLAN Partners, LLC | 3,247 | $232.9K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,238 | $232.3K | 0.05% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 3,236 | $232.1K | 0.18% | +7+0.2% | Added |
| Benjamin Edwards Inc | 3,240 | $232.0K | 0.05% | −2,843−46.7% | Reduced |
| Chesapeake Wealth Management | 3,233 | $231.9K | 0.08% | +3,233 | New |
| Morris Financial Concepts, Inc. | 3,219 | $230.9K | 0.12% | −210−6.1% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $230.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3,198 | $229.4K | 0.02% | +305+10.5% | Added |
| Crew Capital Management, Ltd. | 3,198 | $229.4K | 0.19% | +3,198 | New |
| Mayflower Financial Advisors, LLC | 3,195 | $229.2K | 0.04% | −100,015−96.9% | Reduced |
| Acadian Asset Management LLC | 3,201 | $229.0K | 0.00% | +2,982+1,361.6% | Added |
| Keebeck Wealth Management, LLC | 3,191 | $228.9K | 0.03% | −12−0.4% | Reduced |
| Searcy Financial Services Inc | 3,180 | $228.1K | 0.12% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,179 | $228.0K | 0.14% | −64−2.0% | Reduced |
| Gradient Investments LLC | 3,166 | $227.1K | 0.01% | −3,930−55.4% | Reduced |
| Rossmore Private Capital | 3,163 | $226.9K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,156 | $226.4K | 0.06% | +32+1.0% | Added |
| WMS Partners, LLC | 3,154 | $226.3K | 0.02% | −729−18.8% | Reduced |
| OmniStar Financial Group, Inc. | 3,151 | $226.1K | 0.21% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,096 | $225.9K | 0.00% | −5−0.2% | Reduced |
| Coho Partners, Ltd. | 3,139 | $225.2K | 0.01% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 3,150 | $225.0K | 0.12% | −300−8.7% | Reduced |
| New Hampshire Trust | 3,133 | $224.8K | 0.05% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,128 | $224.4K | 0.26% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,127 | $224.3K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,126 | $224.3K | 0.11% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,126 | $224.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,124 | $224.1K | 0.06% | +4+0.1% | Added |
| Gilman Hill Asset Management, LLC | 3,115 | $223.5K | 0.04% | +3,115 | New |
| Biltmore Wealth Management, LLC | 3,182 | $223.1K | 0.11% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,107 | $222.9K | 0.13% | +3,107 | New |
| Waterford Advisors, LLC | 3,091 | $221.7K | 0.09% | −380−10.9% | Reduced |
| Octavia Wealth Advisors, LLC | 3,057 | $219.3K | 0.03% | −347−10.2% | Reduced |
| Exchange Capital Management, Inc. | 3,056 | $219.2K | 0.04% | +22+0.7% | Added |
| Berry Wealth Group, LP | 3,037 | $217.9K | 0.18% | +42+1.4% | Added |
| Fort Washington Investment Advisors Inc | 3,029 | $217.3K | 0.00% | −263−8.0% | Reduced |
| Truvestments Capital LLC | 3,021 | $216.7K | 0.08% | −493−14.0% | Reduced |
| Auxano Advisors, LLC | 3,017 | $216.4K | 0.06% | +3,017 | New |
| VeraBank, N.A. | 3,012 | $216.1K | 0.07% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,008 | $215.8K | 0.01% | +50+1.7% | Added |
| Lazari Capital Management, Inc. | 3,006 | $215.6K | 0.12% | +7+0.2% | Added |
| Modern Wealth Management, LLC | 3,004 | $215.5K | 0.02% | +3,004 | New |
| KKM Financial LLC | 3,001 | $215.3K | 0.10% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,001 | $215.3K | 0.06% | −532−15.1% | Reduced |
| Asset Management Advisors, LLC | 3,000 | $215.2K | 0.17% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,999 | $215.1K | 0.05% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,998 | $215.1K | 0.11% | −537−15.2% | Reduced |
| Barlow Wealth Partners, Inc. | 3,120 | $214.4K | 0.03% | −10−0.3% | Reduced |
| Premier Path Wealth Partners, LLC | 2,992 | $213.7K | 0.04% | −706−19.1% | Reduced |
| Gray Wealth Management Inc. | 2,976 | $213.5K | 0.10% | −75−2.5% | Reduced |
| Sapient Capital LLC | 2,967 | $212.9K | 0.00% | −925−23.8% | Reduced |
| Gerber, LLC | 2,963 | $212.5K | 0.18% | −343−10.4% | Reduced |
| Ascent Group, LLC | 2,937 | $210.7K | 0.02% | −165−5.3% | Reduced |
| Harvey Investment Co LLC | 2,926 | $210.0K | 0.02% | 00.0% | Unchanged |
| Univest Financial Corp | 2,926 | $209.9K | 0.06% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 2,926 | $209.9K | 0.16% | +38+1.3% | Added |
| First Trust Investment Solutions L.P. | 2,915 | $209.1K | 0.04% | +2,915 | New |
| Renasant Bank | 2,905 | $208.4K | 0.15% | −316−9.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,900 | $208.0K | 0.03% | +2,900 | New |
| Catalyst Funds Management Pty Ltd | 2,900 | $208.0K | 0.06% | +2,900 | New |
| Sage Private Wealth Group, LLC | 2,895 | $207.7K | 0.17% | +2,895 | New |
| Councilmark Asset Management, LLC | 2,883 | $206.8K | 0.15% | +2,883 | New |
| Shufro Rose & Co LLC | 2,879 | $206.5K | 0.02% | +2,879 | New |
| YHB Investment Advisors, Inc. | 2,874 | $206.2K | 0.02% | −75−2.5% | Reduced |
| Wealthquest Corp | 2,865 | $205.5K | 0.02% | −169−5.6% | Reduced |
| Ballentine Partners, LLC | 2,852 | $204.6K | 0.00% | −1,312−31.5% | Reduced |
| Bank of Stockton | 2,845 | $204.1K | 0.06% | +2,845 | New |
| Quotient Wealth Partners, LLC | 2,845 | $204.1K | 0.01% | +2,845 | New |
| Keating Investment Counselors Inc | 2,843 | $204.0K | 0.07% | +2,843 | New |
| Meadow Creek Wealth Advisors LLC | 2,836 | $203.5K | 0.14% | +2,836 | New |
| Financial Partners Group, LLC | 2,827 | $202.8K | 0.08% | +2,827 | New |
| Simon Quick Advisors, LLC | 2,813 | $201.8K | 0.02% | +2,813 | New |
| FSA Wealth Management LLC | 2,812 | $201.7K | 0.09% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,812 | $201.7K | 0.05% | +974+53.0% | Added |
| Finer Wealth Management, Inc. | 2,808 | $201.4K | 0.13% | +2,808 | New |
| Motco | 2,805 | $201.2K | 0.01% | −5−0.2% | Reduced |
| Arden Trust Co | 2,805 | $201.2K | 0.03% | −89−3.1% | Reduced |
| Eagle Strategies LLC | 2,801 | $201.0K | 0.04% | −6,222−69.0% | Reduced |
| Peoples Bank | 2,800 | $200.9K | 0.16% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 2,796 | $200.6K | 0.09% | +2,796 | New |
| Princeton Global Asset Management LLC | 2,796 | $200.6K | 0.05% | −27−1.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,765 | $198.4K | 0.01% | +1,942+236.0% | Added |
| Godsey & Gibb Associates | 2,765 | $198.4K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,701 | $193.8K | 0.08% | −839−23.7% | Reduced |
| Laffer Tengler Investments | 2,600 | $186.5K | 0.05% | −74−2.8% | Reduced |
| AlphaMark Advisors, LLC | 2,589 | $186.0K | 0.07% | −66−2.5% | Reduced |
| Compass Wealth Management LLC | 2,570 | $184.4K | 0.05% | +1,200+87.6% | Added |
| Parkside Financial Bank & Trust | 2,569 | $184.3K | 0.03% | −459−15.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,554 | $183.2K | 0.07% | +82+3.3% | Added |
| Brown, Lisle/Cummings, Inc. | 2,534 | $181.8K | 0.06% | +5+0.2% | Added |
| Tompkins Financial Corp | 2,484 | $178.2K | 0.02% | +29+1.2% | Added |
| Northwest Bank & Trust Co | 2,406 | $176.8K | 0.16% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,453 | $176.0K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,446 | $175.5K | 0.05% | +2,446 | New |
| Sofos Investments, Inc. | 2,457 | $174.3K | 0.02% | +1,254+104.2% | Added |