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 5 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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 91,668 | $6.58M | 0.15% | +16,685+22.3% | Added |
| Fisher Asset Management, LLC | 91,608 | $6.57M | 0.00% | +7,021+8.3% | Added |
| Thomasville National Bank | 91,512 | $6.57M | 0.54% | +466+0.5% | Added |
| Windle Wealth, LLC | 90,191 | $6.47M | 4.12% | +3,672+4.2% | Added |
| Sound View Wealth Advisors Group, LLC | 89,748 | $6.44M | 0.69% | −2,755−3.0% | Reduced |
| QRG Capital Management, Inc. | 89,558 | $6.42M | 0.08% | −5,900−6.2% | Reduced |
| IFG Advisory, LLC | 89,497 | $6.42M | 0.48% | +1,906+2.2% | Added |
| Lido Advisors, LLC | 89,310 | $6.41M | 0.06% | +19,495+27.9% | Added |
| First PREMIER Bank | 89,255 | $6.40M | 1.69% | −2,716−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 88,641 | $6.36M | 0.06% | −4,615−4.9% | Reduced |
| Keel Point, LLC | 88,648 | $6.36M | 0.66% | +678+0.8% | Added |
| Aull & Monroe Investment Management Corp | 88,481 | $6.35M | 2.90% | −885−1.0% | Reduced |
| Cornerstone Advisors, LLC | 87,800 | $6.30M | 0.26% | −2,200−2.4% | Reduced |
| Wealthfront Advisers LLC | 87,729 | $6.29M | 0.02% | −2,076−2.3% | Reduced |
| Massmutual Trust Co FSB | 87,097 | $6.25M | 0.19% | +915+1.1% | Added |
| Legacy Capital Wealth Partners, LLC | 84,477 | $6.22M | 4.42% | +84,477 | New |
| MainStreet Investment Advisors LLC | 86,203 | $6.18M | 0.74% | −980−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 86,063 | $6.17M | 0.05% | −2,280−2.6% | Reduced |
| GLOBALT Investments LLC | 85,733 | $6.15M | 0.24% | −1,162−1.3% | Reduced |
| Chronos Wealth Management, LLC | 83,943 | $6.02M | 3.52% | +3,471+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 83,471 | $5.99M | 0.07% | +9,917+13.5% | Added |
| Central Trust Co | 83,093 | $5.96M | 0.15% | −223−0.3% | Reduced |
| Kentucky Retirement Systems | 82,825 | $5.94M | 0.18% | −4,436−5.1% | Reduced |
| Sky Investment Group LLC | 82,232 | $5.90M | 1.14% | +115+0.1% | Added |
| Dynamic Advisor Solutions LLC | 81,783 | $5.87M | 0.20% | +5,098+6.6% | Added |
| Am Investment Strategies LLC | 81,655 | $5.86M | 1.49% | +14,354+21.3% | Added |
| Maryland State Retirement & Pension System | 84,832 | $5.86M | 0.12% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 80,426 | $5.77M | 2.10% | −480−0.6% | Reduced |
| King Luther Capital Management Corp | 80,325 | $5.76M | 0.03% | +13,975+21.1% | Added |
| JustInvest LLC | 79,643 | $5.71M | 0.12% | +8,385+11.8% | Added |
| Brookstone Capital Management | 79,414 | $5.70M | 0.10% | +12,247+18.2% | Added |
| Credit Agricole S A | 80,639 | $5.69M | 0.10% | +80,639 | New |
| Executive Wealth Management, LLC | 79,978 | $5.69M | 0.50% | −1,116−1.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 79,161 | $5.68M | 0.35% | +4,403+5.9% | Added |
| Panagora Asset Management Inc | 79,100 | $5.67M | 0.03% | +10,153+14.7% | Added |
| M&G Plc | 78,438 | $5.65M | 0.03% | +78,438 | New |
| Prospera Financial Services Inc | 78,164 | $5.61M | 0.17% | +1,106+1.4% | Added |
| Albion Financial Group | 77,938 | $5.59M | 0.43% | −51−0.1% | Reduced |
| Trustmark National Bank Trust Department | 77,356 | $5.55M | 0.45% | +375+0.5% | Added |
| KBC Group NV | 77,352 | $5.55M | 0.02% | +4,140+5.7% | Added |
| Anchor Investment Management, LLC | 77,109 | $5.53M | 0.58% | +1,497+2.0% | Added |
| Peconic Partners LLC | 76,819 | $5.51M | 0.24% | +76,819 | New |
| Carret Asset Management, LLC | 76,309 | $5.47M | 0.64% | +65+0.1% | Added |
| Cornerstone Capital, Inc. | 75,871 | $5.44M | 0.56% | −100,848−57.1% | Reduced |
| Thrivent Financial for Lutherans | 75,764 | $5.43M | 0.01% | −23,930−24.0% | Reduced |
| Telos Capital Management, Inc. | 75,458 | $5.41M | 0.61% | +946+1.3% | Added |
| Naples Global Advisors, LLC | 74,126 | $5.32M | 0.54% | +1,304+1.8% | Added |
| Neuberger Berman Group LLC | 74,086 | $5.31M | 0.00% | −9,258−11.1% | Reduced |
| Kempen Capital Management N.V. | 73,382 | $5.26M | 0.07% | −45,215−38.1% | Reduced |
| D.A. Davidson & Co. | 73,286 | $5.26M | 0.05% | +253+0.3% | Added |
| Coston, McIsaac & Partners | 73,048 | $5.24M | 1.68% | +2,807+4.0% | Added |
| Coldstream Capital Management Inc | 71,782 | $5.15M | 0.13% | +3,232+4.7% | Added |
| South Dakota Investment Council | 71,106 | $5.10M | 0.11% | 00.0% | Unchanged |
| Umb Bank N A | 70,953 | $5.09M | 0.08% | −14,644−17.1% | Reduced |
| National Asset Management, Inc. | 78,636 | $5.09M | 0.14% | +3,343+4.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 70,622 | $5.07M | 0.27% | −3,454−4.7% | Reduced |
| Hartford Investment Management Co | 70,502 | $5.06M | 0.18% | −2,996−4.1% | Reduced |
| Capital Investment Counsel, LLC | 70,423 | $5.05M | 1.08% | +26,504+60.3% | Added |
| Ieq Capital, LLC | 69,950 | $5.02M | 0.07% | +7,232+11.5% | Added |
| Carson Advisory Inc. | 69,945 | $5.02M | 3.53% | −283−0.4% | Reduced |
| Institutional & Family Asset Management, LLC | 69,546 | $4.99M | 0.80% | +3,047+4.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 69,519 | $4.99M | 0.42% | −1,840−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 55,779 | $4.96M | 0.04% | +51,251+1,131.9% | Added |
| Moors & Cabot, Inc. | 68,947 | $4.95M | 0.27% | +1,982+3.0% | Added |
| NBC Securities, Inc. | 68,210 | $4.89M | 0.46% | +1,416+2.1% | Added |
| Oppenheimer & Co Inc | 67,305 | $4.83M | 0.08% | −7,117−9.6% | Reduced |
| Intact Investment Management Inc. | 67,200 | $4.82M | 0.19% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 67,085 | $4.81M | 0.34% | +67,085 | New |
| Community Bank & Trust, Waco, Texas | 66,706 | $4.79M | 1.17% | +190+0.3% | Added |
| Lumbard & Kellner, LLC | 66,401 | $4.76M | 2.32% | −100−0.2% | Reduced |
| Ellsworth Advisors, LLC | 69,257 | $4.76M | 1.37% | +3,564+5.4% | Added |
| Jackson Hole Capital Partners, LLC | 66,284 | $4.76M | 1.09% | +59,978+951.1% | Added |
| Millennium Management LLC | 66,121 | $4.74M | 0.00% | −284,010−81.1% | Reduced |
| Royal London Asset Management Ltd | 65,519 | $4.70M | 0.01% | −31,171−32.2% | Reduced |
| Sigma Planning Corp | 65,456 | $4.70M | 0.15% | +35,124+115.8% | Added |
| Integrated Wealth Concepts LLC | 65,019 | $4.66M | 0.07% | +1,621+2.6% | Added |
| Level Four Advisory Services, LLC | 66,229 | $4.64M | 0.26% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 64,617 | $4.64M | 1.12% | −3,072−4.5% | Reduced |
| Metis Global Partners, LLC | 64,480 | $4.63M | 0.17% | +974+1.5% | Added |
| City Holding Co | 64,380 | $4.62M | 0.69% | +1,374+2.2% | Added |
| Securian Asset Management, Inc | 64,236 | $4.61M | 0.14% | −4,787−6.9% | Reduced |
| Goelzer Investment Management, Inc. | 63,863 | $4.58M | 0.26% | −486−0.8% | Reduced |
| Baugh & Associates, LLC | 63,714 | $4.57M | 2.43% | −630−1.0% | Reduced |
| Louisiana State Employees Retirement System | 63,500 | $4.56M | 0.09% | −2,400−3.6% | Reduced |
| Savant Capital, LLC | 63,166 | $4.53M | 0.05% | −2,771−4.2% | Reduced |
| Shilanski & Associates, Inc. | 62,679 | $4.50M | 1.55% | −88−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 62,537 | $4.49M | 0.30% | −42,004−40.2% | Reduced |
| Clearbridge Investments, LLC | 62,490 | $4.48M | 0.00% | −484−0.8% | Reduced |
| First Citizens Bank & Trust Co | 62,179 | $4.46M | 0.09% | +7,151+13.0% | Added |
| Stratos Wealth Partners, LTD. | 61,833 | $4.44M | 0.07% | +516+0.8% | Added |
| Foundations Investment Advisors, LLC | 61,725 | $4.43M | 0.12% | +1,719+2.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 61,534 | $4.41M | 0.05% | +1,522+2.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 61,207 | $4.39M | 1.08% | +5,102+9.1% | Added |
| Cresset Asset Management, LLC | 60,618 | $4.35M | 0.02% | +6,539+12.1% | Added |
| BW Gestao de Investimentos Ltda. | 60,000 | $4.30M | 0.39% | +60,000 | New |
| SpiderRock Advisors, LLC | 61,960 | $4.30M | 0.14% | +61,960 | New |
| Bridge Creek Capital Management LLC | 59,913 | $4.30M | 1.38% | −33−0.1% | Reduced |
| Birmingham Capital Management Co Inc | 59,650 | $4.28M | 1.57% | −1,600−2.6% | Reduced |
| Spirepoint Private Client, LLC | 59,605 | $4.28M | 0.65% | +59,605 | New |
| Quantinno Capital Management LP | 58,875 | $4.22M | 0.09% | +5,251+9.8% | Added |