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 |
|---|---|---|---|---|---|
| Family Legacy, Inc. | 36,773 | $2.64M | 0.95% | −765−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 36,480 | $2.62M | 0.04% | +135+0.4% | Added |
| Forte Capital LLC | 36,315 | $2.61M | 0.32% | +4,995+15.9% | Added |
| Great Lakes Advisors, LLC | 36,306 | $2.60M | 0.02% | −2,284−5.9% | Reduced |
| Norinchukin Bank, The | 36,293 | $2.60M | 0.08% | −471−1.3% | Reduced |
| Bokf, NA | 36,592 | $2.60M | 0.05% | −483−1.3% | Reduced |
| Woodstock Corp | 36,193 | $2.60M | 0.27% | +17,633+95.0% | Added |
| Woodmont Investment Counsel LLC | 36,088 | $2.59M | 0.22% | −654−1.8% | Reduced |
| Imprint Wealth LLC | 36,371 | $2.59M | 0.63% | +8,468+30.3% | Added |
| Raleigh Capital Management Inc. | 36,033 | $2.59M | 1.12% | −3,801−9.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 35,991 | $2.58M | 0.18% | −2,863−7.4% | Reduced |
| Gladstone Institutional Advisory LLC | 35,465 | $2.54M | 0.14% | +26,442+293.1% | Added |
| Eudaimonia Advisors LLC | 35,364 | $2.54M | 1.35% | −2,285−6.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 35,193 | $2.52M | 1.47% | −1,128−3.1% | Reduced |
| Rothschild Investment LLC | 34,733 | $2.49M | 0.18% | +874+2.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,607 | $2.48M | 0.06% | +86+0.2% | Added |
| Harbour Trust & Investment Management Co | 34,546 | $2.48M | 0.31% | −2,001−5.5% | Reduced |
| Compagnie Lombard Odier SCmA | 34,500 | $2.48M | 0.04% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 34,424 | $2.47M | 0.04% | −965−2.7% | Reduced |
| Essex Financial Services, Inc. | 34,336 | $2.46M | 0.23% | −1,156−3.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 34,187 | $2.45M | 0.03% | +4,758+16.2% | Added |
| KCM Investment Advisors LLC | 34,038 | $2.44M | 0.09% | +941+2.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,660 | $2.41M | 0.03% | −2,906−7.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,300 | $2.39M | 0.12% | −896−2.6% | Reduced |
| United Services Automobile Association | 32,889 | $2.36M | 0.06% | 00.0% | Unchanged |
| Robbins Farley LLC | 32,751 | $2.35M | 1.29% | +1,201+3.8% | Added |
| Leelyn Smith, LLC | 32,665 | $2.34M | 0.47% | +58+0.2% | Added |
| Hartford Financial Management Inc. | 32,447 | $2.33M | 0.49% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.33M | 0.00% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 33,447 | $2.33M | 0.45% | −1,819−5.2% | Reduced |
| CIBC World Markets Inc. | 32,395 | $2.32M | 0.01% | +913+2.9% | Added |
| Coastal Bridge Advisors, LLC | 32,141 | $2.31M | 0.53% | +149+0.5% | Added |
| Walleye Capital LLC | 32,132 | $2.31M | 0.03% | −7,407−18.7% | Reduced |
| Johnson Investment Counsel Inc | 31,959 | $2.29M | 0.02% | −811−2.5% | Reduced |
| Hayek Kallen Investment Management | 31,885 | $2.29M | 0.88% | −750−2.3% | Reduced |
| IFP Advisors, Inc | 31,725 | $2.28M | 0.10% | +16,326+106.0% | Added |
| Daymark Wealth Partners, LLC | 31,641 | $2.27M | 0.12% | −761−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,372 | $2.25M | 0.01% | −6,948−18.1% | Reduced |
| South State Corp. | 31,254 | $2.24M | 0.17% | +1,041+3.4% | Added |
| Bank of Hawaii | 31,168 | $2.24M | 0.11% | +464+1.5% | Added |
| Texas Yale Capital Corp. | 31,096 | $2.23M | 0.10% | −19−0.1% | Reduced |
| Harbour Investments, Inc. | 30,975 | $2.22M | 0.08% | +2,665+9.4% | Added |
| Holderness Investments Co | 30,957 | $2.22M | 0.54% | −243−0.8% | Reduced |
| 1832 Asset Management L.P. | 30,938 | $2.22M | 0.00% | +3,293+11.9% | Added |
| Biltmore Family Office, LLC | 30,652 | $2.20M | 0.43% | 00.0% | Unchanged |
| Courier Capital LLC | 30,618 | $2.20M | 0.16% | −4,473−12.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,595 | $2.19M | 0.17% | +20+0.1% | Added |
| Verdence Capital Advisors LLC | 30,269 | $2.17M | 0.20% | +1,394+4.8% | Added |
| Broadwater Capital Management LLC | 30,180 | $2.17M | 1.66% | −799−2.6% | Reduced |
| Argyle Capital Management Inc. | 30,071 | $2.16M | 0.83% | +3,600+13.6% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $2.15M | 0.09% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 30,000 | $2.15M | 0.32% | −170−0.6% | Reduced |
| Wills Financial Group, Inc. | 29,887 | $2.14M | 1.01% | +119+0.4% | Added |
| Concord Wealth Partners | 29,847 | $2.14M | 0.39% | +6,539+28.1% | Added |
| L & S Advisors Inc | 29,722 | $2.13M | 0.24% | +29,722 | New |
| apricus wealth, LLC | 29,690 | $2.13M | 1.50% | +5,720+23.9% | Added |
| Green Square Capital Advisors LLC | 29,666 | $2.13M | 0.28% | −1,428−4.6% | Reduced |
| Sowell Financial Services LLC | 29,588 | $2.12M | 0.10% | −2,637−8.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 29,575 | $2.12M | 0.23% | +101+0.3% | Added |
| Proequities, Inc. | 29,095 | $2.09M | 0.13% | +152+0.5% | Added |
| United Community Bank | 29,059 | $2.08M | 0.81% | −959−3.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 29,046 | $2.08M | 0.37% | −128,465−81.6% | Reduced |
| Pullen Investment Management, LLC | 29,044 | $2.08M | 1.76% | +29,044 | New |
| Smith Chas P & Associates Pa Cpas | 29,029 | $2.08M | 0.13% | +8,044+38.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,802 | $2.07M | 0.36% | +3,074+11.9% | Added |
| Hartline Investment Corp | 28,802 | $2.07M | 0.36% | +24,018+502.0% | Added |
| Snowden Capital Advisors LLC | 28,687 | $2.06M | 0.06% | +1,106+4.0% | Added |
| Harbor Capital Advisors, Inc. | 28,521 | $2.05M | 0.27% | +6,893+31.9% | Added |
| Rockline Wealth Management, LLC | 28,475 | $2.04M | 0.71% | +731+2.6% | Added |
| Diversified, LLC | 28,381 | $2.04M | 0.28% | +140.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 28,250 | $2.03M | 0.08% | −796−2.7% | Reduced |
| UniSuper Management Pty Ltd | 28,177 | $2.02M | 0.02% | +19,248+215.6% | Added |
| Kingsview Wealth Management, LLC | 27,957 | $2.01M | 0.05% | +1,298+4.9% | Added |
| TFG Advisers LLC | 27,902 | $2.00M | 0.78% | +329+1.2% | Added |
| Adalta Capital Management LLC | 27,896 | $2.00M | 1.11% | +635+2.3% | Added |
| Old Port Advisors | 27,814 | $2.00M | 0.61% | +2,008+7.8% | Added |
| Regal Investment Advisors LLC | 27,635 | $1.98M | 0.14% | +1,170+4.4% | Added |
| Centaurus Financial, Inc. | 27,629 | $1.98M | 0.14% | −1,467−5.0% | Reduced |
| Allworth Financial LP | 27,626 | $1.98M | 0.01% | +3,722+15.6% | Added |
| Americana Partners, LLC | 27,621 | $1.98M | 0.17% | +16,967+159.3% | Added |
| JPL Wealth Management, LLC | 27,562 | $1.98M | 1.09% | +4,287+18.4% | Added |
| Miller Howard Investments Inc | 27,503 | $1.97M | 0.06% | −10,962−28.5% | Reduced |
| Greenleaf Trust | 27,463 | $1.97M | 0.02% | −3,649−11.7% | Reduced |
| NEOS Investment Management LLC | 27,420 | $1.97M | 0.12% | +11,957+77.3% | Added |
| Jacobi Capital Management LLC | 27,373 | $1.96M | 0.18% | −1,875−6.4% | Reduced |
| Veriti Management LLC | 27,322 | $1.96M | 0.15% | −568−2.0% | Reduced |
| J.W. Cole Advisors, Inc. | 27,285 | $1.96M | 0.10% | +264+1.0% | Added |
| Armor Investment Advisors, LLC | 27,225 | $1.95M | 0.94% | −5,397−16.5% | Reduced |
| Kavar Capital Partners Group, LLC | 27,193 | $1.95M | 0.36% | −29,043−51.6% | Reduced |
| Hancock Whitney Corp | 27,122 | $1.95M | 0.07% | −768−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 27,078 | $1.94M | 0.05% | −116,417−81.1% | Reduced |
| NBT Bank N A | 27,054 | $1.94M | 0.14% | −789−2.8% | Reduced |
| Bailard, Inc. | 26,950 | $1.93M | 0.05% | −9,098−25.2% | Reduced |
| Bank Ozk | 26,850 | $1.93M | 0.86% | +11,875+79.3% | Added |
| S.E.E.D. Planning Group LLC | 26,714 | $1.92M | 0.70% | +20,888+358.5% | Added |
| Mutual Advisors, LLC | 26,698 | $1.92M | 0.06% | −234−0.9% | Reduced |
| PFG Investments, LLC | 26,487 | $1.90M | 0.11% | +19,350+271.1% | Added |
| Private Trust Co NA | 26,228 | $1.88M | 0.20% | −240−0.9% | Reduced |
| Simplicity Wealth,LLC | 26,205 | $1.88M | 0.04% | +26,205 | New |
| Essex LLC | 26,200 | $1.88M | 0.43% | −775−2.9% | Reduced |