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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 26,191 | $1.88M | 0.08% | −35,983−57.9% | Reduced |
| First County Bank | 26,180 | $1.88M | 0.92% | −2,502−8.7% | Reduced |
| Equitable Trust Co | 26,170 | $1.88M | 0.13% | −2,475−8.6% | Reduced |
| EverSource Wealth Advisors, LLC | 25,473 | $1.87M | 0.15% | −1,085−4.1% | Reduced |
| Keene & Associates, Inc. | 25,833 | $1.85M | 1.38% | +257+1.0% | Added |
| Donaldson Capital Management, LLC | 25,816 | $1.85M | 0.08% | −3,194−11.0% | Reduced |
| John G Ullman & Associates Inc | 25,800 | $1.85M | 0.28% | +100+0.4% | Added |
| Huber Capital Management LLC | 25,691 | $1.84M | 0.41% | +4,391+20.6% | Added |
| Degroof Petercam Asset Management | 25,679 | $1.84M | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 25,641 | $1.84M | 0.09% | +525+2.1% | Added |
| Capital Square, LLC | 25,279 | $1.81M | 1.28% | +782+3.2% | Added |
| IHT Wealth Management, LLC | 25,234 | $1.81M | 0.07% | +276+1.1% | Added |
| Ascent Wealth Partners, LLC | 25,177 | $1.81M | 0.27% | +307+1.2% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.79M | 0.17% | 00.0% | Unchanged |
| Toroso Investments, LLC | 24,849 | $1.78M | 0.03% | −3,843−13.4% | Reduced |
| Perigon Wealth Management, LLC | 24,634 | $1.77M | 0.05% | +2,174+9.7% | Added |
| Stolper Co | 24,569 | $1.76M | 0.64% | +52+0.2% | Added |
| Financial Advisory Service, Inc. | 24,495 | $1.76M | 0.16% | +133+0.5% | Added |
| Leo Wealth, LLC | 24,446 | $1.75M | 0.18% | +16,962+226.6% | Added |
| Capstone Investment Advisors, LLC | 24,305 | $1.74M | 0.03% | +18,952+354.0% | Added |
| Citizens National Bank Trust Department | 24,271 | $1.74M | 0.40% | +140+0.6% | Added |
| Tyche Wealth Partners LLC | 24,185 | $1.74M | 0.42% | +635+2.7% | Added |
| Claro Advisors LLC | 24,064 | $1.73M | 0.30% | +864+3.7% | Added |
| Linden Thomas Advisory Services, LLC | 23,844 | $1.71M | 0.27% | +65+0.3% | Added |
| Kingswood Wealth Advisors, LLC | 23,751 | $1.70M | 0.20% | −2,211−8.5% | Reduced |
| Concord Asset Management, LLC | 23,742 | $1.70M | 0.45% | +4,707+24.7% | Added |
| Trust Co of Vermont | 23,721 | $1.70M | 0.09% | +2,342+11.0% | Added |
| LBMC Investment Advisors, LLC | 23,499 | $1.69M | 0.15% | −1,112−4.5% | Reduced |
| Bleakley Financial Group, LLC | 23,399 | $1.68M | 0.05% | −953−3.9% | Reduced |
| HF Advisory Group, LLC | 23,255 | $1.67M | 0.93% | +926+4.1% | Added |
| Teza Capital Management LLC | 23,213 | $1.67M | 0.22% | +12,412+114.9% | Added |
| Vectors Research Management, LLC | 23,135 | $1.66M | 0.47% | −9,462−29.0% | Reduced |
| First City Capital Management, Inc. | 22,825 | $1.64M | 0.91% | −5,447−19.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,732 | $1.63M | 0.03% | +3,255+16.7% | Added |
| NTV Asset Management LLC | 22,704 | $1.63M | 0.25% | −1,067−4.5% | Reduced |
| Stock Yards Bank & Trust Co | 22,521 | $1.62M | 0.05% | −1,054−4.5% | Reduced |
| Naviter Wealth, LLC | 22,468 | $1.61M | 0.26% | +2,209+10.9% | Added |
| Susquehanna Fundamental Investments, LLC | 22,400 | $1.61M | 0.07% | +22,400 | New |
| Patten & Patten Inc | 22,092 | $1.58M | 0.11% | +1,356+6.5% | Added |
| Davis Capital Management | 22,284 | $1.58M | 1.41% | +831+3.9% | Added |
| Consolidated Planning Corp | 21,973 | $1.58M | 0.27% | −472−2.1% | Reduced |
| Wedbush Securities Inc | 21,923 | $1.57M | 0.06% | +2,282+11.6% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.56M | 0.06% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 21,700 | $1.56M | 0.02% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 21,695 | $1.56M | 0.07% | −317−1.4% | Reduced |
| Change Path, LLC | 21,634 | $1.55M | 0.06% | +8,451+64.1% | Added |
| Capital Investment Advisory Services, LLC | 21,566 | $1.55M | 0.17% | −2,845−11.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 21,504 | $1.54M | 0.18% | −150−0.7% | Reduced |
| Old North State Trust, LLC | 21,473 | $1.54M | 1.30% | +21,473 | New |
| Versor Investments LP | 21,400 | $1.54M | 0.31% | +21,400 | New |
| Brown Brothers Harriman & Co | 21,386 | $1.53M | 0.01% | −1,233−5.5% | Reduced |
| RFP Financial Group LLC | 21,372 | $1.53M | 0.60% | +278+1.3% | Added |
| We Are One Seven, LLC | 21,104 | $1.51M | 0.08% | +409+2.0% | Added |
| Peoples Financial Services Corp. | 21,027 | $1.51M | 0.65% | −2,298−9.9% | Reduced |
| Farmers & Merchants Investments Inc | 20,944 | $1.50M | 0.05% | −1,064−4.8% | Reduced |
| Advisors Capital Management, LLC | 20,878 | $1.50M | 0.03% | −689−3.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 20,793 | $1.49M | 0.46% | +19+0.1% | Added |
| Southeast Asset Advisors Inc. | 20,791 | $1.49M | 0.18% | −153−0.7% | Reduced |
| Ci Investments Inc. | 20,784 | $1.49M | 0.01% | +2,453+13.4% | Added |
| Parsons Capital Management Inc | 20,653 | $1.48M | 0.10% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 20,517 | $1.47M | 0.17% | +9,761+90.7% | Added |
| Horizon Investments, LLC | 20,508 | $1.47M | 0.04% | +516+2.6% | Added |
| CAPROCK Group, Inc. | 20,358 | $1.46M | 0.08% | +1,021+5.3% | Added |
| Sumitomo Life Insurance Co | 20,332 | $1.46M | 0.04% | −895−4.2% | Reduced |
| Good Life Advisors, LLC | 20,210 | $1.45M | 0.13% | +254+1.3% | Added |
| Canal Insurance CO | 20,000 | $1.44M | 0.37% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 18,882 | $1.43M | 0.32% | 00.0% | Unchanged |
| First United Bank Trust | 19,903 | $1.43M | 0.53% | +2,110+11.9% | Added |
| Smith, Moore & Co. | 19,883 | $1.43M | 0.15% | −726−3.5% | Reduced |
| Weaver Capital Management LLC | 19,839 | $1.42M | 0.49% | +3,047+18.1% | Added |
| Mayfair Advisory Group, LLC | 19,776 | $1.42M | 1.03% | +167+0.9% | Added |
| Westpac Banking Corp | 19,737 | $1.42M | 0.11% | +1,015+5.4% | Added |
| Romano Brothers and Company | 19,729 | $1.42M | 0.19% | −50−0.3% | Reduced |
| Derbend Asset Management | 19,628 | $1.41M | 0.69% | +2,597+15.2% | Added |
| Mystic Asset Management, Inc. | 19,556 | $1.40M | 0.58% | +1,098+5.9% | Added |
| Wetherby Asset Management Inc | 19,521 | $1.40M | 0.07% | +722+3.8% | Added |
| Eagle Rock Investment Company, LLC | 19,435 | $1.39M | 0.26% | +562+3.0% | Added |
| Empowered Funds, LLC | 19,369 | $1.39M | 0.03% | +1,416+7.9% | Added |
| Burns J W & Co Inc | 19,340 | $1.39M | 0.19% | −1,075−5.3% | Reduced |
| Hilltop National Bank | 19,214 | $1.38M | 0.47% | +19,214 | New |
| MSH Capital Advisors LLC | 19,186 | $1.38M | 0.48% | −436−2.2% | Reduced |
| Principal Securities, Inc. | 19,155 | $1.37M | 0.04% | +259+1.4% | Added |
| Wealthspire Advisors, LLC | 19,144 | $1.37M | 0.02% | −11,962−38.5% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.36M | 0.24% | 00.0% | Unchanged |
| Ethic Inc. | 18,968 | $1.36M | 0.03% | −1,480−7.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,956 | $1.36M | 0.87% | −402−2.1% | Reduced |
| Cullen Investment Group, Ltd. | 19,012 | $1.36M | 0.21% | −858−4.3% | Reduced |
| Northern Oak Wealth Management Inc | 18,878 | $1.35M | 0.16% | −2,376−11.2% | Reduced |
| Salem Investment Counselors Inc | 18,806 | $1.35M | 0.04% | +74+0.4% | Added |
| Hilltop Holdings Inc. | 18,639 | $1.34M | 0.15% | −1,253−6.3% | Reduced |
| Abbrea Capital, LLC | 18,627 | $1.34M | 0.18% | −400−2.1% | Reduced |
| Bristlecone Advisors, LLC | 18,582 | $1.33M | 0.12% | +998+5.7% | Added |
| Strategic Blueprint, LLC | 18,544 | $1.33M | 0.09% | +905+5.1% | Added |
| Spreng Capital Management, Inc. | 18,523 | $1.33M | 0.72% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 18,510 | $1.33M | 0.12% | +49+0.3% | Added |
| Smith Group Asset Management, LLC | 18,478 | $1.33M | 0.08% | −7,700−29.4% | Reduced |
| SWAN Capital LLC | 18,436 | $1.32M | 0.75% | +190+1.0% | Added |
| Wealth Alliance | 18,412 | $1.32M | 0.17% | +460+2.6% | Added |
| Twin Capital Management Inc | 18,383 | $1.32M | 0.16% | +6,365+53.0% | Added |
| BancorpSouth Bank | 18,365 | $1.32M | 0.10% | −752−3.9% | Reduced |