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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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ1 2024: 1,825 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ1 2024: $51.0B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2023.

Institutions holding SO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lifestyle Asset Management, Inc.0$00.00%−3,151−100.0%Sold out
Covenant Asset Management, LLC0$00.00%−3,148−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−3,341−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−3,111−100.0%Sold out
Brendel Financial Advisors LLC0$00.00%−3,100−100.0%Sold out
Madrona Financial Services, LLC0$00.00%−3,000−100.0%Sold out
Delta Capital Management LLC0$00.00%−3,000−100.0%Sold out
MBA Advisors LLC0$00.00%−2,971−100.0%Sold out
High Falls Advisors, Inc0$00.00%−2,900−100.0%Sold out
Onefund, LLC0$00.00%−2,884−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−2,699−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−2,486−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−2,275−100.0%Sold out
JDM Financial Group LLC0$00.00%−2,165−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−1,385−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−1,261−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−1,243−100.0%Sold out
Lee Financial Co0$00.00%−977−100.0%Sold out
AJOVista, LLC0$00.00%−786−100.0%Sold out
LM Advisors LLC0$00.00%−751−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−718−100.0%Sold out
Founders Capital Management0$00.00%−700−100.0%Sold out
Horizon Bancorp Inc0$00.00%−668−100.0%Sold out
West Tower Group, LLC0$00.00%−638−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−511−100.0%Sold out
BKM Wealth Management, LLC0$00.00%−480−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−443−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−446−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−378−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−233−100.0%Sold out
Planned Solutions, Inc.0$00.00%−222−100.0%Sold out
Pflug Koory, LLC0$00.00%−165−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−152−100.0%Sold out
AXS Investments LLC0$00.00%−98−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−91−100.0%Sold out
New Millennium Group LLC0$00.00%−27−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−6−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−1−100.0%Sold out
Wade G W & Inc––––Not filed
Bridgeworth, LLC––––Not filed
M&G Investment Management Ltd––––Not filed
Putnam Investments LLC––––Not filed
Day & Ennis, LLC––––Not filed
Focus Financial Network Inc––––Not filed
Sawtooth Solutions, LLC––––Not filed
Bartlett & Co. LLC––––Not filed
Golden State Equity Partners––––Not filed
Live Oak Investment Partners––––Not filed
Traverso Chambers Private Wealth Management, LLC––––Not filed
StrategIQ Financial Group, LLC––––Not filed
DFPG Investments, LLC––––Not filed
Lee Danner & Bass Inc––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Telemus Capital, LLC––––Not filed
Wedgewood Investors Inc––––Not filed
Asset Management Resources, LLC––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed
Platform Technology Partners––––Not filed
Baystate Wealth Management LLC––––Not filed
Hobbs Group Advisors, LLC––––Not filed
Spartan Planning & Wealth Management––––Not filed
Fairfield Financial Advisors, LTD––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Provence Wealth Management Group––––Not filed
DB Wealth Management Group, LLC––––Not filed