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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 18,358 | $1.32M | 0.33% | +1,858+11.3% | Added |
| Regent Peak Wealth Advisors LLC | 18,314 | $1.31M | 0.33% | +49+0.3% | Added |
| Geneos Wealth Management Inc. | 18,304 | $1.31M | 0.06% | +40+0.2% | Added |
| Aigen Investment Management, LP | 18,296 | $1.31M | 0.29% | +18,296 | New |
| Mather Group, LLC. | 18,658 | $1.31M | 0.02% | −1,014−5.2% | Reduced |
| Quantitative Investment Management, LLC | 18,178 | $1.30M | 0.08% | −17,848−49.5% | Reduced |
| ICW Investment Advisors LLC | 18,137 | $1.30M | 0.58% | +133+0.7% | Added |
| Glenview Trust Co | 18,124 | $1.30M | 0.03% | −1,855−9.3% | Reduced |
| Moody National Bank Trust Division | 18,070 | $1.30M | 0.10% | −186−1.0% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.30M | 0.57% | −59−0.3% | Reduced |
| Venture Visionary Partners LLC | 17,964 | $1.29M | 0.06% | −11,782−39.6% | Reduced |
| Pacitti Group Inc. | 17,962 | $1.29M | 0.70% | +362+2.1% | Added |
| Summit Financial, LLC | 17,954 | $1.29M | 0.08% | +17,954 | New |
| Axxcess Wealth Management, LLC | 17,942 | $1.29M | 0.04% | +2,508+16.2% | Added |
| NorthRock Partners, LLC | 17,897 | $1.28M | 0.05% | −985−5.2% | Reduced |
| Boston Private Wealth LLC | 17,811 | $1.28M | 0.03% | +100+0.6% | Added |
| Reuter James Wealth Management, LLC | 17,791 | $1.28M | 0.89% | −286−1.6% | Reduced |
| Benedict Financial Advisors Inc | 17,717 | $1.27M | 0.32% | −40.0% | Reduced |
| Investment Management Corp of Ontario | 17,642 | $1.27M | 0.04% | −7,800−30.7% | Reduced |
| Register Financial Advisors LLC | 17,590 | $1.26M | 0.65% | +2,246+14.6% | Added |
| Strategic Planning Group, LLC | 17,517 | $1.26M | 0.31% | +3,032+20.9% | Added |
| Baillie Gifford & Co | 17,500 | $1.26M | 0.00% | +17,500 | New |
| Farmers National Bank | 17,469 | $1.25M | 0.37% | −1,880−9.7% | Reduced |
| HHM Wealth Advisors, LLC | 17,333 | $1.24M | 0.20% | +136+0.8% | Added |
| Wellington Shields & Co., LLC | 17,284 | $1.24M | 0.42% | −3,202−15.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,278 | $1.24M | 0.17% | +7,564+77.9% | Added |
| Delta Asset Management LLC | 17,248 | $1.24M | 0.11% | −267−1.5% | Reduced |
| Hills Bank & Trust Co | 17,228 | $1.24M | 0.10% | +576+3.5% | Added |
| Verition Fund Management LLC | 17,105 | $1.23M | 0.01% | −21,959−56.2% | Reduced |
| Aviva PLC | 17,005 | $1.22M | 0.00% | +433+2.6% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.22M | 0.15% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 16,981 | $1.22M | 0.38% | +617+3.8% | Added |
| Jeppson Wealth Management, LLC | 16,957 | $1.22M | 0.47% | −80.0% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 16,954 | $1.22M | 1.01% | +953+6.0% | Added |
| Centennial Bank | 16,929 | $1.21M | 0.62% | −269−1.6% | Reduced |
| Coastal Investment Advisors, Inc. | 16,863 | $1.21M | 0.25% | +3,033+21.9% | Added |
| Accurate Wealth Management, LLC | 16,760 | $1.21M | 0.35% | −125−0.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,858 | $1.21M | 0.50% | +2,892+20.7% | Added |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.21M | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 16,809 | $1.21M | 0.00% | −1,896−10.1% | Reduced |
| SeaCrest Wealth Management, LLC | 16,774 | $1.20M | 0.15% | −3,312−16.5% | Reduced |
| Bard Financial Services, Inc. | 16,585 | $1.19M | 0.13% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 16,560 | $1.19M | 0.18% | +16,560 | New |
| LVZ Advisors, Inc. | 16,461 | $1.18M | 0.16% | −26−0.2% | Reduced |
| Gleason Group, Inc. | 16,423 | $1.18M | 0.25% | +167+1.0% | Added |
| Ipswich Investment Management Co., Inc. | 16,421 | $1.18M | 0.28% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 16,410 | $1.18M | 0.51% | −2,195−11.8% | Reduced |
| Adirondack Trust Co | 16,349 | $1.17M | 0.49% | −206−1.2% | Reduced |
| Quadrature Capital Ltd | 16,280 | $1.17M | 0.02% | +16,280 | New |
| Kovack Advisors, Inc. | 16,267 | $1.17M | 0.14% | +1,498+10.1% | Added |
| DMG Group, LLC | 16,253 | $1.17M | 1.01% | +1,624+11.1% | Added |
| Creative Financial Designs Inc | 16,226 | $1.16M | 0.11% | −2,555−13.6% | Reduced |
| Atomi Financial Group, Inc. | 16,213 | $1.16M | 0.11% | +8,128+100.5% | Added |
| Vinva Investment Management Ltd | 16,183 | $1.16M | 0.07% | +6,506+67.2% | Added |
| CapWealth Advisors, LLC | 16,177 | $1.16M | 0.13% | −93−0.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,141 | $1.16M | 0.46% | +144+0.9% | Added |
| RDA Financial Network | 16,128 | $1.16M | 0.40% | +1,119+7.5% | Added |
| Sandy Spring Bank | 16,096 | $1.15M | 0.05% | −1,216−7.0% | Reduced |
| Means Investment Co., Inc. | 15,838 | $1.14M | 0.15% | −1,386−8.0% | Reduced |
| Stokes Family Office, LLC | 15,829 | $1.14M | 0.14% | +19+0.1% | Added |
| International Assets Investment Management, LLC | 15,826 | $1.13M | 0.12% | −1,281−7.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 15,685 | $1.13M | 0.02% | −1,106−6.6% | Reduced |
| FinTrust Capital Advisors, LLC | 15,682 | $1.12M | 0.22% | +74+0.5% | Added |
| Griffin Asset Management, Inc. | 15,668 | $1.12M | 0.13% | −700−4.3% | Reduced |
| TrinityPoint Wealth, LLC | 15,666 | $1.12M | 0.19% | +226+1.5% | Added |
| Global Retirement Partners, LLC | 15,616 | $1.12M | 0.04% | +760+5.1% | Added |
| Philadelphia Trust Co | 15,550 | $1.12M | 0.09% | −2,545−14.1% | Reduced |
| Cape Investment Advisory, Inc. | 15,550 | $1.12M | 0.52% | +1,493+10.6% | Added |
| Ignite Planners, LLC | 15,593 | $1.11M | 0.31% | −2,265−12.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,361 | $1.10M | 0.27% | −188−1.2% | Reduced |
| Diversified Trust Co | 15,325 | $1.10M | 0.03% | +272+1.8% | Added |
| RSM US Wealth Management LLC | 15,300 | $1.10M | 0.03% | +321+2.1% | Added |
| Summit Global Investments | 15,275 | $1.10M | 0.08% | +5,396+54.6% | Added |
| Arrowstreet Capital, Limited Partnership | 15,246 | $1.09M | 0.00% | +15,246 | New |
| L.M. Kohn & Company | 15,235 | $1.09M | 0.31% | +495+3.4% | Added |
| Buckingham Strategic Partners | 15,229 | $1.09M | 0.03% | +8,808+137.2% | Added |
| Highline Wealth Partners LLC | 15,172 | $1.09M | 0.44% | +10.0% | Added |
| Busey Wealth Management | 15,149 | $1.09M | 0.04% | +55+0.4% | Added |
| Focus Financial Network, Inc. | 15,395 | $1.09M | 0.05% | +15,395 | New |
| Valeo Financial Advisors, LLC | 14,681 | $1.09M | 0.04% | −97−0.7% | Reduced |
| Powers Advisory Group, LLC | 15,087 | $1.08M | 0.62% | −261−1.7% | Reduced |
| Archford Capital Strategies, LLC | 15,075 | $1.08M | 0.18% | −204−1.3% | Reduced |
| Confluence Wealth Services, Inc. | 14,932 | $1.07M | 0.10% | +1,960+15.1% | Added |
| Meeder Advisory Services, Inc. | 14,900 | $1.07M | 0.11% | −1,191−7.4% | Reduced |
| Miracle Mile Advisors, LLC | 14,871 | $1.07M | 0.03% | +11,243+309.9% | Added |
| Asset Dedication, LLC | 14,634 | $1.06M | 0.08% | −10,181−41.0% | Reduced |
| Mitchell Sinkler & Starr | 14,793 | $1.06M | 0.27% | −23,057−60.9% | Reduced |
| Trustco Bank Corp N Y | 14,718 | $1.06M | 1.10% | −815−5.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 14,610 | $1.05M | 0.57% | −2,608−15.1% | Reduced |
| D L Carlson Investment Group Inc | 14,598 | $1.05M | 0.20% | −511−3.4% | Reduced |
| Rowland & Co Investment Counsel | 14,595 | $1.05M | 0.22% | 00.0% | Unchanged |
| Old National Bancorp | 14,559 | $1.04M | 0.02% | −1,229−7.8% | Reduced |
| Sheets Smith Wealth Management | 14,441 | $1.04M | 0.12% | +82+0.6% | Added |
| Chatham Capital Group, Inc. | 14,244 | $1.02M | 0.19% | +51+0.4% | Added |
| Asset Advisors Investment Management, LLC | 14,211 | $1.02M | 0.11% | −348−2.4% | Reduced |
| Ti-Trust, Inc | 14,210 | $1.02M | 0.75% | 00.0% | Unchanged |
| Brighton Jones LLC | 14,208 | $1.02M | 0.04% | +1,390+10.8% | Added |
| Spire Wealth Management | 14,154 | $1.02M | 0.03% | +709+5.3% | Added |
| Personal Cfo Solutions, LLC | 14,149 | $1.02M | 0.16% | −792−5.3% | Reduced |
| Earnest Partners LLC | 14,126 | $1.01M | 0.00% | +380+2.8% | Added |