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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 596 | $42.8K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 594 | $42.6K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $42.2K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 586 | $42.1K | 0.01% | +1+0.2% | Added |
| Valley National Advisers Inc | 571 | $40.0K | 0.01% | +45+8.6% | Added |
| Cassady Schiller Wealth Management, LLC | 556 | $39.9K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 554 | $39.7K | 0.03% | −4−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 553 | $39.3K | 0.00% | +553 | New |
| TD Capital Management LLC | 546 | $39.2K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 545 | $39.1K | 0.01% | +211+63.2% | Added |
| Center for Financial Planning, Inc. | 540 | $38.7K | 0.01% | −800−59.7% | Reduced |
| Moser Wealth Advisors, LLC | 537 | $38.5K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 538 | $38.3K | 0.07% | −2,500−82.3% | Reduced |
| JFS Wealth Advisors, LLC | 527 | $37.8K | 0.00% | −1,044−66.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 522 | $37.4K | 0.00% | +508+3,628.6% | Added |
| Operose Advisors LLC | 509 | $36.5K | 0.01% | +100+24.4% | Added |
| Tanglewood Legacy Advisors, LLC | 508 | $36.4K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 506 | $36.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 500 | $36.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $35.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $35.9K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 490 | $35.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 489 | $35.1K | 0.01% | −1,646−77.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 477 | $34.2K | 0.03% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 474 | $34.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 467 | $33.5K | 0.00% | −219−31.9% | Reduced |
| Bell Investment Advisors, Inc | 456 | $32.7K | 0.01% | −8−1.7% | Reduced |
| Northwest Capital Management Inc | 449 | $32.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 444 | $31.9K | 0.01% | +170+62.0% | Added |
| SYSTM Wealth Solutions LLC | 441 | $31.6K | 0.00% | −282−39.0% | Reduced |
| Voisard Asset Management Group, Inc. | 440 | $31.6K | 0.02% | +4+0.9% | Added |
| MB, Levis & Associates, LLC | 418 | $30.0K | 0.02% | +2+0.5% | Added |
| Perritt Capital Management Inc | 407 | $29.3K | 0.02% | +4+1.0% | Added |
| Spectrum Wealth Counsel, LLC | 403 | $28.9K | 0.00% | +203+101.5% | Added |
| First Community Trust NA | 400 | $28.7K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $28.7K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 372 | $26.7K | 0.01% | −412−52.6% | Reduced |
| Prestige Wealth Management Group LLC | 355 | $25.5K | 0.01% | −190−34.9% | Reduced |
| Altshuler Shaham Ltd | 352 | $25.3K | 0.00% | +352 | New |
| Ritter Daniher Financial Advisory LLC | 350 | $25.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 346 | $25.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 347 | $24.9K | 0.02% | −1−0.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 345 | $24.8K | 0.02% | +345 | New |
| Chilton Capital Management LLC | 338 | $24.2K | 0.00% | −55−14.0% | Reduced |
| GW&K Investment Management, LLC | 329 | $24.0K | 0.00% | +23+7.5% | Added |
| SJS Investment Consulting Inc. | 324 | $23.2K | 0.00% | +300+1,250.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 314 | $22.5K | 0.01% | −354−53.0% | Reduced |
| Morton Brown Family Wealth, LLC | 314 | $22.5K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 312 | $22.4K | 0.01% | −18−5.5% | Reduced |
| Pin Oak Investment Advisors Inc | 300 | $22.0K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 300 | $21.5K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $21.5K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $21.5K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 292 | $21.0K | 0.01% | +3+1.0% | Added |
| Winch Advisory Services, LLC | 283 | $20.3K | 0.01% | +73+34.8% | Added |
| CBIZ Investment Advisory Services, LLC | 283 | $20.3K | 0.00% | +283 | New |
| Dunhill Financial, LLC | 280 | $20.1K | 0.01% | +13+4.9% | Added |
| Transcendent Capital Group LLC | 279 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 283 | $19.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 256 | $18.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 256 | $18.4K | 0.00% | +211+468.9% | Added |
| Clean Yield Group | 250 | $17.9K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $17.9K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $17.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 244 | $17.5K | 0.02% | +6+2.5% | Added |
| WFA Asset Management Corp | 232 | $16.6K | 0.01% | −266−53.4% | Reduced |
| Tidemark, LLC | 225 | $16.1K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 222 | $15.9K | 0.01% | +2+0.9% | Added |
| Eagle Bay Advisors LLC | 213 | $15.3K | 0.01% | −13−5.8% | Reduced |
| Logan Capital Management Inc | 210 | $15.1K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 204 | $14.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,681 | $14.2K | 0.00% | −100,332−98.4% | Reduced |
| TSFG, LLC | 200 | $14.0K | 0.00% | −4−2.0% | Reduced |
| Cyrus J. Lawrence, LLC | 200 | $14.0K | 0.00% | +200 | New |
| Horizon Financial Services, LLC | 190 | $13.6K | 0.01% | +190 | New |
| Hoese & Co LLP | 200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 184 | $13.2K | 0.01% | +2+1.1% | Added |
| Private Wealth Management Group, LLC | 160 | $11.5K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 156 | $11.2K | 0.00% | +156 | New |
| FWL Investment Management, LLC | 150 | $10.8K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 150 | $10.8K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 147 | $10.5K | 0.00% | +87+145.0% | Added |
| American Capital Advisory, LLC | 150 | $10.4K | 0.01% | −1,000−87.0% | Reduced |
| Stephenson National Bank & Trust | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 139 | $9.97K | 0.00% | +139 | New |
| Pingora Partners LLC | 130 | $9.33K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 121 | $8.68K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 116 | $8.32K | 0.01% | +93+404.3% | Added |
| Aspect Partners, LLC | 114 | $8.18K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 114 | $8.16K | 0.01% | +1+0.9% | Added |
| Nemes Rush Group LLC | 113 | $8.11K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 109 | $7.82K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 105 | $7.53K | 0.01% | +105 | New |
| Wellington Shields Capital Management, LLC | 103 | $7.40K | 0.00% | +1+1.0% | Added |
| Criterion Capital Advisors, LLC | 101 | $7.27K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $7.17K | 0.00% | −18−15.3% | Reduced |
| SRS Capital Advisors, Inc. | 100 | $7.17K | 0.00% | +100 | New |