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 |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 58,760 | $4.22M | 1.43% | +1,270+2.2% | Added |
| Man Group plc | 58,726 | $4.21M | 0.01% | +46,443+378.1% | Added |
| StoneX Group Inc. | 58,721 | $4.21M | 0.38% | +1,405+2.5% | Added |
| Tudor Investment Corp Et Al | 58,555 | $4.20M | 0.05% | −267,854−82.1% | Reduced |
| Schnieders Capital Management LLC | 58,099 | $4.17M | 0.86% | −1,120−1.9% | Reduced |
| Simmons Bank | 57,864 | $4.15M | 0.31% | +2,345+4.2% | Added |
| Kestra Private Wealth Services, LLC | 56,943 | $4.09M | 0.09% | −1,448−2.5% | Reduced |
| Pathway Financial Advisers, LLC | 56,591 | $4.06M | 1.46% | −1,219−2.1% | Reduced |
| Park Avenue Securities LLC | 56,169 | $4.03M | 0.05% | +18,472+49.0% | Added |
| United Bank | 56,162 | $4.03M | 2.05% | +18,974+51.0% | Added |
| American Trust Investment Advisors, LLC | 56,145 | $4.03M | 1.92% | +3,163+6.0% | Added |
| Planning Capital Management Corp | 55,933 | $4.01M | 2.93% | +1,491+2.7% | Added |
| AE Wealth Management LLC | 55,451 | $3.98M | 0.04% | −210,314−79.1% | Reduced |
| Trajan Wealth LLC | 55,387 | $3.97M | 0.27% | +55,387 | New |
| Trinity Legacy Partners, LLC | 55,153 | $3.96M | 1.16% | +7,906+16.7% | Added |
| First Bank & Trust | 55,046 | $3.95M | 0.82% | −2,754−4.8% | Reduced |
| Wealthcare Advisory Partners LLC | 55,034 | $3.95M | 0.13% | +3,201+6.2% | Added |
| New Mexico Educational Retirement Board | 54,987 | $3.94M | 0.14% | −1,700−3.0% | Reduced |
| Citadel Advisors LLC | 54,855 | $3.94M | 0.00% | −160,924−74.6% | Reduced |
| Lincoln National Corp | 53,900 | $3.87M | 0.06% | +2,767+5.4% | Added |
| First Personal Financial Services | 53,868 | $3.86M | 0.90% | +26,092+93.9% | Added |
| Wesbanco Bank Inc | 53,384 | $3.83M | 0.14% | +13,583+34.1% | Added |
| Glenmede Trust Co NA | 52,974 | $3.80M | 0.02% | +80+0.2% | Added |
| Advisors Asset Management, Inc. | 52,920 | $3.80M | 0.07% | −8,230−13.5% | Reduced |
| Nordea Investment Management AB | 52,853 | $3.77M | 0.00% | −634−1.2% | Reduced |
| Great Valley Advisor Group, Inc. | 52,061 | $3.73M | 0.11% | +18,147+53.5% | Added |
| Ameritas Investment Partners, Inc. | 52,045 | $3.73M | 0.13% | +696+1.4% | Added |
| Bremer Bank National Association | 51,680 | $3.71M | 0.69% | +48,565+1,559.1% | Added |
| Montag A & Associates Inc | 51,541 | $3.70M | 0.18% | −10,787−17.3% | Reduced |
| Steward Partners Investment Solutions, LLC | 51,327 | $3.68M | 0.62% | +3,093+6.4% | Added |
| Money Concepts Capital Corp | 50,913 | $3.65M | 0.34% | +180+0.4% | Added |
| Oakworth Capital, Inc. | 50,398 | $3.62M | 0.27% | +593+1.2% | Added |
| Laurel Wealth Advisors LLC | 50,105 | $3.59M | 0.62% | +354+0.7% | Added |
| Concurrent Investment Advisors, LLC | 50,010 | $3.59M | 0.15% | −2,218−4.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 49,875 | $3.58M | 0.74% | +1,018+2.1% | Added |
| Main Street Financial Solutions, LLC | 49,755 | $3.57M | 0.38% | +3,544+7.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 49,178 | $3.53M | 0.10% | −979−2.0% | Reduced |
| All Terrain Financial Advisors, LLC | 49,124 | $3.52M | 1.52% | −48−0.1% | Reduced |
| Shelton Capital Management | 48,509 | $3.48M | 0.10% | −500−1.0% | Reduced |
| Greatmark Investment Partners, Inc. | 48,353 | $3.47M | 0.49% | +26+0.1% | Added |
| First National Bank of Omaha | 37,051 | $3.41M | 0.23% | +37,051 | New |
| Shorepoint Capital Partners LLC | 46,942 | $3.37M | 0.82% | +3,550+8.2% | Added |
| Equitable Holdings, Inc. | 46,698 | $3.35M | 0.04% | +6,082+15.0% | Added |
| Signaturefd, LLC | 46,341 | $3.32M | 0.07% | +793+1.7% | Added |
| Apollon Wealth Management, LLC | 46,160 | $3.31M | 0.10% | −2,916−5.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 45,762 | $3.28M | 0.18% | −3,236−6.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 45,734 | $3.28M | 2.68% | +3,954+9.5% | Added |
| Sequoia Financial Advisors, LLC | 45,451 | $3.26M | 0.04% | −5,861−11.4% | Reduced |
| Palisade Asset Management, LLC | 45,394 | $3.26M | 0.32% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 42,900 | $3.25M | 0.08% | +2,557+6.3% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $3.22M | 0.40% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 44,854 | $3.22M | 0.16% | +1,107+2.5% | Added |
| Csenge Advisory Group | 44,674 | $3.20M | 0.18% | −664−1.5% | Reduced |
| Hengehold Capital Management LLC | 44,660 | $3.20M | 0.34% | −216−0.5% | Reduced |
| TD Private Client Wealth LLC | 44,231 | $3.17M | 0.10% | −7,486−14.5% | Reduced |
| Bessemer Group Inc | 44,240 | $3.17M | 0.01% | +31,292+241.7% | Added |
| Fulton Bank, N.A. | 44,139 | $3.17M | 0.13% | +23+0.1% | Added |
| Metropolitan Life Insurance Co | 43,987 | $3.16M | 0.14% | −406−0.9% | Reduced |
| Entropy Technologies, LP | 43,926 | $3.15M | 0.34% | +30,539+228.1% | Added |
| MTM Investment Management, LLC | 43,889 | $3.15M | 1.30% | +37+0.1% | Added |
| Canandaigua National Bank & Trust Co | 43,804 | $3.14M | 0.46% | −299−0.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,793 | $3.14M | 0.32% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 43,628 | $3.13M | 0.07% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 43,320 | $3.11M | 1.19% | +683+1.6% | Added |
| Avantax Planning Partners, Inc. | 43,256 | $3.10M | 0.10% | +32,413+298.9% | Added |
| Patrick Mauro Investment Advisor, INC. | 43,073 | $3.09M | 1.76% | −1,634−3.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 41,801 | $3.07M | 0.61% | −12,319−22.8% | Reduced |
| Waters Parkerson & Co., LLC | 42,798 | $3.07M | 0.16% | −2,868−6.3% | Reduced |
| Lakeview Capital Partners, LLC | 42,738 | $3.07M | 0.50% | −471−1.1% | Reduced |
| Morton Community Bank | 42,655 | $3.06M | 0.88% | +1,470+3.6% | Added |
| Cary Street Partner Investment Advisory LLC | 42,390 | $3.04M | 0.13% | −640−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 42,323 | $3.04M | 0.04% | +278+0.7% | Added |
| Nepsis, Inc. | 42,133 | $3.02M | 0.82% | +17,289+69.6% | Added |
| Sagefield Capital LP | 41,797 | $3.00M | 0.37% | +28,893+223.9% | Added |
| Intech Investment Management LLC | 41,790 | $3.00M | 0.04% | +33,120+382.0% | Added |
| Everence Capital Management Inc | 41,691 | $2.99M | 0.20% | +5,630+15.6% | Added |
| Sovereign Financial Group, Inc. | 41,216 | $2.96M | 0.78% | +2,473+6.4% | Added |
| Prime Capital Investment Advisors, LLC | 40,997 | $2.94M | 0.04% | −3,774−8.4% | Reduced |
| Argent Trust Co | 40,922 | $2.94M | 0.13% | +845+2.1% | Added |
| OneAscent Wealth Management LLC | 40,854 | $2.93M | 1.12% | −1,351−3.2% | Reduced |
| HighPoint Advisor Group LLC | 37,102 | $2.92M | 0.21% | +40+0.1% | Added |
| Profund Advisors LLC | 40,694 | $2.92M | 0.11% | −3,397−7.7% | Reduced |
| Los Angeles Capital Management LLC | 40,533 | $2.91M | 0.01% | −101−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 40,501 | $2.91M | 0.01% | +32,745+422.2% | Added |
| First National Trust Co | 40,481 | $2.90M | 0.12% | −6,528−13.9% | Reduced |
| Clarkston Capital Partners, LLC | 40,262 | $2.89M | 0.05% | 00.0% | Unchanged |
| LongView Wealth Management | 40,151 | $2.88M | 1.14% | −1,986−4.7% | Reduced |
| Tiaa Trust, National Association | 40,021 | $2.87M | 0.01% | +179+0.4% | Added |
| Providence Capital Advisors, LLC | 39,957 | $2.87M | 0.63% | +865+2.2% | Added |
| Mainstay Capital Management LLC | 39,621 | $2.84M | 0.54% | +1,629+4.3% | Added |
| GYL Financial Synergies, LLC | 39,440 | $2.83M | 0.22% | −635−1.6% | Reduced |
| Concentric Capital Strategies, LP | 39,357 | $2.82M | 0.18% | +39,357 | New |
| Dearborn Partners LLC | 39,180 | $2.81M | 0.12% | −649−1.6% | Reduced |
| Empirical Finance, LLC | 38,898 | $2.79M | 0.17% | +1,327+3.5% | Added |
| Brick & Kyle, Associates | 38,794 | $2.75M | 1.22% | −740−1.9% | Reduced |
| TrueWealth Advisors, LLC | 38,387 | $2.75M | 1.06% | +1,326+3.6% | Added |
| Brown Advisory Inc | 38,197 | $2.74M | 0.00% | +1,698+4.7% | Added |
| McRae Capital Management Inc | 37,129 | $2.66M | 0.58% | −25−0.1% | Reduced |
| Lantz Financial LLC | 36,866 | $2.64M | 0.85% | −180.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 36,835 | $2.64M | 0.53% | −2,075−5.3% | Reduced |