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 |
|---|---|---|---|---|---|
| TCW Group Inc | 14,124 | $1.01M | 0.01% | −2,438−14.7% | Reduced |
| White Lighthouse Investment Management Inc. | 14,100 | $1.01M | 0.21% | +60.0% | Added |
| Integrated Advisors Network LLC | 14,079 | $1.01M | 0.05% | +30.0% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 14,071 | $1.01M | 0.72% | −1,060−7.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,962 | $1.00M | 0.08% | −2,545−15.4% | Reduced |
| Stableford Capital II LLC | 13,946 | $1.00M | 0.40% | +762+5.8% | Added |
| SignalPoint Asset Management, LLC | 13,926 | $999.1K | 0.27% | +20.0% | Added |
| Guardian Investment Management | 13,910 | $997.9K | 0.82% | −500−3.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 13,856 | $994.0K | 0.24% | +1,946+16.3% | Added |
| West Bancorporation Inc | 13,820 | $991.4K | 0.65% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 13,812 | $990.9K | 0.33% | +1,299+10.4% | Added |
| Chemung Canal Trust Co | 13,807 | $990.5K | 0.19% | −276−2.0% | Reduced |
| Red Door Wealth Management, LLC | 13,801 | $990.1K | 0.19% | −87−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 13,796 | $989.8K | 0.30% | −36−0.3% | Reduced |
| XML Financial, LLC | 13,743 | $985.9K | 0.10% | +473+3.6% | Added |
| ForthRight Wealth Management, LLC | 13,705 | $983.2K | 0.35% | +1,219+9.8% | Added |
| Empire Financial Management Company, LLC | 13,667 | $980.5K | 0.32% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 13,660 | $979.9K | 0.15% | −1,068−7.3% | Reduced |
| United Bank | 13,600 | $975.7K | 0.12% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 13,548 | $971.9K | 0.01% | +4,847+55.7% | Added |
| Silvercrest Asset Management Group LLC | 13,523 | $970.1K | 0.01% | −500−3.6% | Reduced |
| Trust Point Inc. | 13,515 | $969.6K | 0.08% | −3,554−20.8% | Reduced |
| FCG Investment Co | 13,454 | $965.2K | 0.77% | +2,990+28.6% | Added |
| Checchi Capital Advisers, LLC | 13,391 | $960.6K | 0.08% | +102+0.8% | Added |
| Grimes & Company, Inc. | 13,269 | $951.9K | 0.03% | +137+1.0% | Added |
| Burney Co | 13,266 | $951.7K | 0.04% | −800−5.7% | Reduced |
| Country Club Bank | 13,082 | $938.5K | 0.07% | −333−2.5% | Reduced |
| Columbus Macro, LLC | 13,031 | $934.8K | 0.35% | −673−4.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,030 | $934.8K | 0.03% | +338+2.7% | Added |
| Evercore Wealth Management, LLC | 12,955 | $929.4K | 0.01% | −745−5.4% | Reduced |
| Nilsine Partners, LLC | 12,932 | $927.7K | 0.13% | +37+0.3% | Added |
| Rollins Financial Advisors, LLC | 12,880 | $924.0K | 0.17% | +1,456+12.7% | Added |
| Western Wealth Management, LLC | 12,837 | $920.9K | 0.07% | −6,730−34.4% | Reduced |
| Silver Oak Securities, Inc | 12,832 | $920.6K | 0.14% | −1,079−7.8% | Reduced |
| Koshinski Asset Management, Inc. | 12,782 | $917.0K | 0.09% | +2,053+19.1% | Added |
| Jaffetilchin Investment Partners, LLC | 12,681 | $909.8K | 0.08% | −585−4.4% | Reduced |
| Schechter Investment Advisors, LLC | 12,658 | $908.1K | 0.07% | +577+4.8% | Added |
| Widmann Financial Services, Inc. | 12,565 | $901.4K | 0.76% | −190−1.5% | Reduced |
| Waterfront Wealth Inc. | 12,116 | $900.6K | 0.25% | +293+2.5% | Added |
| Columbia Asset Management | 12,818 | $899.0K | 0.18% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 12,525 | $898.5K | 0.28% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 12,439 | $892.4K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 12,410 | $890.3K | 0.02% | +710+6.1% | Added |
| Nwam LLC | 11,605 | $890.0K | 0.07% | +937+8.8% | Added |
| Financial Advocates Investment Management | 12,362 | $886.9K | 0.05% | +285+2.4% | Added |
| Guardian Wealth Advisors, LLC | 12,360 | $886.7K | 0.11% | +593+5.0% | Added |
| RS Crum Inc. | 12,312 | $883.3K | 0.24% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 12,290 | $881.7K | 0.20% | +10.0% | Added |
| LVW Advisors, LLC | 12,278 | $880.8K | 0.15% | +1,684+15.9% | Added |
| ICA Group Wealth Management, LLC | 12,264 | $879.8K | 0.18% | +4,593+59.9% | Added |
| Symphony Financial, Ltd. Co. | 12,247 | $878.6K | 0.20% | −5,056−29.2% | Reduced |
| Smartleaf Asset Management LLC | 12,346 | $877.2K | 0.17% | +3,223+35.3% | Added |
| Keudell/Morrison Wealth Management | 12,191 | $874.6K | 0.26% | +40.0% | Added |
| Bartlett & Co. Wealth Management LLC | 12,187 | $874.3K | 0.01% | −73−0.6% | Reduced |
| Smith, Salley & Associates | 12,180 | $873.8K | 0.07% | +9,028+286.4% | Added |
| Private Capital Management, LLC | 12,122 | $869.6K | 0.10% | −23,460−65.9% | Reduced |
| Marino, Stram & Associates LLC | 12,112 | $868.9K | 0.21% | +7+0.1% | Added |
| TownSquare Capital, LLC | 12,088 | $867.2K | 0.01% | +4,605+61.5% | Added |
| Advisor OS, LLC | 12,068 | $865.7K | 0.10% | +3,829+46.5% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $860.7K | 0.49% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 11,922 | $855.3K | 0.11% | +21+0.2% | Added |
| Intrust Bank NA | 11,915 | $854.8K | 0.09% | +164+1.4% | Added |
| Resources Management Corp | 11,860 | $851.0K | 0.12% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 11,851 | $850.2K | 0.07% | +1,344+12.8% | Added |
| Ami Asset Management Corp | 11,837 | $849.2K | 0.04% | +11,837 | New |
| Baker Boyer National Bank | 11,741 | $842.3K | 0.29% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 11,711 | $840.1K | 0.03% | +209+1.8% | Added |
| Rogco, LP | 11,679 | $837.9K | 0.34% | −373−3.1% | Reduced |
| GSB Wealth Management, LLC | 11,651 | $835.8K | 0.24% | −521−4.3% | Reduced |
| Blue Fin Capital, Inc. | 11,642 | $835.2K | 0.19% | −338−2.8% | Reduced |
| Bangor Savings Bank | 11,611 | $833.0K | 0.09% | −258−2.2% | Reduced |
| Bush Investment Group, LLC | 11,594 | $831.8K | 0.73% | +4,896+73.1% | Added |
| Cigna Investments Inc | 11,513 | $826.0K | 0.16% | −35−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 11,467 | $822.6K | 0.06% | −482−4.0% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $822.0K | 0.30% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 11,359 | $814.9K | 0.01% | +50+0.4% | Added |
| Lazard Asset Management LLC | 11,356 | $814.0K | 0.00% | −1,928−14.5% | Reduced |
| LaFleur & Godfrey LLC | 11,340 | $813.5K | 0.12% | +9+0.1% | Added |
| Viawealth, LLC | 11,319 | $812.0K | 0.51% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 11,316 | $811.8K | 0.05% | +244+2.2% | Added |
| Legacy Wealth Asset Management, LLC | 11,283 | $809.4K | 0.23% | +124+1.1% | Added |
| Silverlake Wealth Management LLC | 11,264 | $808.1K | 0.41% | +612+5.7% | Added |
| RIA Advisory Group LLC | 11,250 | $807.1K | 0.33% | +4,908+77.4% | Added |
| Gilbert & Cook, Inc. | 11,194 | $803.1K | 0.11% | −8−0.1% | Reduced |
| Cannon Financial Strategists, Inc. | 11,185 | $802.4K | 0.16% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11,184 | $802.3K | 0.05% | −842−7.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,099 | $796.2K | 0.05% | −1,197−9.7% | Reduced |
| 1620 Investment Advisors, Inc. | 600 | $792.1K | 0.81% | −10,030−94.4% | Reduced |
| Aberdeen Wealth Management LLC | 11,029 | $791.2K | 0.46% | +305+2.8% | Added |
| BIP Wealth, LLC | 10,950 | $785.6K | 0.06% | +692+6.7% | Added |
| Kuhn & Co Investment Counsel | 10,939 | $784.8K | 0.74% | 00.0% | Unchanged |
| Farmers Trust Co | 10,935 | $784.5K | 0.16% | 00.0% | Unchanged |
| Wintrust Investments LLC | 10,903 | $782.0K | 0.07% | +53+0.5% | Added |
| Andra AP-fonden | 10,900 | $782.0K | 0.01% | +10,900 | New |
| Boston Financial Mangement LLC | 10,822 | $776.4K | 0.02% | +725+7.2% | Added |
| Wright Investors Service Inc | 10,816 | $775.9K | 0.20% | −323−2.9% | Reduced |
| MEMBERS Trust Co | 10,780 | $773.4K | 0.02% | +433+4.2% | Added |
| Fidelis Capital Partners, LLC | 10,763 | $772.1K | 0.12% | +1,147+11.9% | Added |
| Plimoth Trust Co LLC | 10,732 | $769.9K | 0.21% | −380−3.4% | Reduced |
| Sterling Investment Counsel, LLC | 10,732 | $769.9K | 0.36% | +1,432+15.4% | Added |