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 |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 2,400 | $172.2K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,379 | $170.7K | 0.05% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 2,370 | $170.0K | 0.03% | −700−22.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,299 | $164.9K | 0.02% | −129−5.3% | Reduced |
| Ransom Advisory, Ltd | 2,266 | $162.6K | 0.09% | +2,266 | New |
| Chelsea Counsel Co | 2,255 | $161.8K | 0.09% | −33−1.4% | Reduced |
| Continuum Advisory, LLC | 2,006 | $157.0K | 0.02% | −1,433−41.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $154.6K | 0.01% | −11−0.5% | Reduced |
| Legacy Bridge, LLC | 2,151 | $154.3K | 0.09% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,080 | $149.2K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,060 | $147.8K | 0.06% | +496+31.7% | Added |
| Smithfield Trust Co | 2,028 | $146.0K | 0.01% | +113+5.9% | Added |
| Clear Investment Research, LLC | 2,020 | $144.9K | 0.20% | +14+0.7% | Added |
| Covestor Ltd | 2,005 | $144.0K | 0.09% | +1,472+276.2% | Added |
| Quintet Private Bank (Europe) S.A. | 1,739 | $142.7K | 0.01% | −261−13.1% | Reduced |
| TFC Financial Management | 1,988 | $142.6K | 0.03% | +5+0.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,970 | $141.4K | 0.06% | +19+1.0% | Added |
| CVA Family Office, LLC | 1,946 | $139.6K | 0.02% | +7+0.4% | Added |
| PFG Private Wealth Management, LLC | 1,933 | $138.7K | 0.09% | +1,892+4,614.6% | Added |
| MCF Advisors LLC | 1,891 | $135.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,867 | $133.9K | 0.10% | +1,867 | New |
| Community Bank, N.A. | 1,750 | $125.5K | 0.02% | −40−2.2% | Reduced |
| Silvant Capital Management LLC | 1,727 | $123.9K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,712 | $122.8K | 0.02% | +5+0.3% | Added |
| Manchester Capital Management LLC | 1,652 | $118.5K | 0.01% | −152−8.4% | Reduced |
| MV Capital Management, Inc. | 1,633 | $117.2K | 0.01% | +7+0.4% | Added |
| USA Financial Portformulas Corp | 1,612 | $115.6K | 0.02% | +1,612 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,588 | $114.0K | 0.03% | −60−3.6% | Reduced |
| S.A. Mason LLC | 1,583 | $113.6K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,561 | $112.0K | 0.06% | +76+5.1% | Added |
| Goodwin Investment Advisory | 1,538 | $110.3K | 0.05% | +1,538 | New |
| Slocum, Gordon & Co LLP | 1,534 | $110.0K | 0.08% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $107.6K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 1,485 | $106.5K | 0.02% | −1−0.1% | Reduced |
| Bogart Wealth, LLC | 1,466 | $105.2K | 0.01% | +220+17.7% | Added |
| BFSG, LLC | 1,456 | $104.5K | 0.01% | +41+2.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $104.0K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,442 | $103.4K | 0.02% | +124+9.4% | Added |
| Whittier Trust Co | 1,431 | $102.7K | 0.00% | −200−12.3% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $102.5K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,411 | $101.2K | 0.04% | +400+39.6% | Added |
| Acropolis Investment Management, LLC | 1,397 | $100.2K | 0.01% | +1,397 | New |
| M&R Capital Management Inc | 1,350 | $96.8K | 0.02% | −70−4.9% | Reduced |
| Ostrum Asset Management | 1,350 | $96.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,344 | $96.4K | 0.01% | +350+35.2% | Added |
| Ruedi Wealth Management, Inc. | 1,329 | $95.4K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,273 | $90.7K | 0.04% | +408+47.2% | Added |
| Caldwell Sutter Capital, Inc. | 1,264 | $90.7K | 0.04% | +50+4.1% | Added |
| PrairieView Partners, LLC | 1,200 | $87.0K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,200 | $86.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,184 | $84.9K | 0.02% | −47,975−97.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,176 | $84.4K | 0.00% | −1,826−60.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,129 | $81.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,123 | $80.6K | 0.02% | +1,123 | New |
| New Covenant Trust Company, N.A. | 1,121 | $80.4K | 0.08% | +1,121 | New |
| Capital Advisors, Ltd. LLC | 1,107 | $79.0K | 0.01% | −65−5.5% | Reduced |
| Stone House Investment Management, LLC | 1,097 | $78.7K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,093 | $78.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,087 | $78.0K | 0.03% | −910−45.6% | Reduced |
| Boyd Watterson Asset Management LLC | 1,070 | $76.8K | 0.03% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,080 | $76.2K | 0.04% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,055 | $76.0K | 0.01% | −7,163−87.2% | Reduced |
| Bellevue Asset Management, LLC | 1,045 | $74.9K | 0.04% | +4+0.4% | Added |
| American National Bank | 1,032 | $74.0K | 0.01% | −22−2.1% | Reduced |
| Beacon Capital Management, LLC | 1,020 | $73.2K | 0.01% | −71−6.5% | Reduced |
| Avalon Trust Co | 1,000 | $71.7K | 0.01% | −100−9.1% | Reduced |
| DAGCO, Inc. | 1,000 | $71.7K | 0.03% | +1,000 | New |
| Lynwood Capital Management Inc. | 1,000 | $71.7K | 0.43% | +1,000 | New |
| Avion Wealth | 965 | $70.0K | 0.02% | +246+34.2% | Added |
| Fortitude Family Office, LLC | 932 | $66.9K | 0.04% | −381−29.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 927 | $66.5K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 922 | $66.1K | 0.03% | −9−1.0% | Reduced |
| First Foundation Advisors | 922 | $66.1K | 0.00% | +922 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 912 | $65.4K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 900 | $64.6K | 0.02% | +900 | New |
| Pacific Capital Wealth Advisors, Inc | 874 | $62.7K | 0.01% | +59+7.2% | Added |
| IAG Wealth Partners, LLC | 818 | $58.7K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 789 | $56.6K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 781 | $56.0K | 0.01% | +3+0.4% | Added |
| Bruce G. Allen Investments, LLC | 779 | $55.9K | 0.05% | −139−15.1% | Reduced |
| CNB Bank | 778 | $55.8K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 770 | $55.2K | 0.02% | −5−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 768 | $55.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 766 | $55.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 758 | $54.0K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 716 | $51.4K | 0.03% | +1+0.1% | Added |
| Canton Hathaway, LLC | 705 | $51.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 701 | $50.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 662 | $50.2K | 0.02% | −67−9.2% | Reduced |
| Evermay Wealth Management LLC | 678 | $48.6K | 0.01% | +370+120.1% | Added |
| Western Pacific Wealth Management, LP | 670 | $48.1K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 676 | $48.0K | 0.02% | −213−24.0% | Reduced |
| Global Trust Asset Management, LLC | 663 | $47.6K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 650 | $46.7K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 650 | $46.6K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $46.6K | 0.00% | −100−13.3% | Reduced |
| Piscataqua Savings Bank | 640 | $45.9K | 0.04% | 00.0% | Unchanged |
| Rational Advisors LLC | 625 | $44.8K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 620 | $44.5K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 549 | $43.0K | 0.00% | −18,276−97.1% | Reduced |