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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q4 2024 vs. Q3 2024

How the institutions holding Southern Co changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of SO: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2,010302,126+146
Shares743.4M4.04M746.5M+7.13M (+1.0%)
Value$66.9B$364.4M$61.4B−$5.05B (−7.6%)

30 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (271)

Institutions that held Southern Co at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 271 by value.

Institutions new to SO in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc3,830,060$315.3M0.12%
Fort Washington Investment Advisors Inc626,879$51.6M0.31%
Universal- Beteiligungs- und Servicegesellschaft mbH617,672$50.8M0.10%
Police & Firemen's Retirement System of New Jersey159,658$13.1M0.13%
Capital & Planning, LLC135,538$11.2M8.16%
RWC Asset Management LLP120,483$9.92M0.50%
Fairvoy Private Wealth, LLC117,822$9.70M2.58%
Tudor Investment Corp Et Al113,145$9.31M0.10%
Ossiam112,562$9.27M0.16%
Voloridge Investment Management, LLC109,417$9.01M0.03%
AustralianSuper Pty Ltd109,130$8.98M0.04%
Capital Fund Management S.A.108,405$8.92M0.09%
Mizuho Markets Americas LLC100,000$8.23M0.16%
Elo Mutual Pension Insurance Co82,122$6.76M0.14%
GF Fund Management Co. Ltd.79,471$6.54M0.14%
Weiss Asset Management LP78,610$6.47M0.15%
Quantitative Investment Management, LLC75,446$6.21M0.47%
Voleon Capital Management LP68,129$5.61M0.42%
Woodline Partners LP65,800$5.42M0.04%
Sagespring Wealth Partners, LLC59,436$4.89M0.13%
Griffith & Werner, Inc.55,463$4.57M3.01%
Kentucky Trust Co52,617$4.33M2.55%
Apollon Financial, LLC45,817$3.77M0.93%
Neo Ivy Capital Management45,360$3.73M0.75%
FORA Capital, LLC43,918$3.62M0.41%
Cary Street Partners Financial LLC39,785$3.28M0.11%
JPL Wealth Management, LLC38,350$3.16M0.90%
Bank Julius Baer & Co. Ltd, Zurich38,000$3.13M0.01%
Eisler Capital Management Ltd.37,608$3.09M0.10%
Two Sigma Advisers, LP37,400$3.08M0.01%
Greenland Capital Management LP34,600$2.85M0.57%
IMC-Chicago, LLC34,371$2.83M0.08%
GWN Securities Inc.32,202$2.69M0.72%
Allstate Corp32,614$2.68M0.08%
Campbell & CO Investment Adviser LLC31,582$2.60M0.20%
XTX Topco Ltd30,480$2.51M0.21%
Rahlfs Capital, LLC30,295$2.49M2.47%
Measured Risk Portfolios, Inc.24,898$2.05M2.28%
Aigen Investment Management, LP23,980$1.97M0.35%
Inman Jager Wealth Management, LLC23,914$1.97M1.53%
Aquatic Capital Management LLC22,191$1.83M0.05%
Vontobel Holding Ltd.19,255$1.59M0.01%
Stonebridge Financial Group, LLC19,144$1.58M0.17%
SBI Securities Co., Ltd.18,965$1.56M0.05%
AssuredPartners Investment Advisors, LLC18,006$1.48M0.29%
Canada Post Corp Registered Pension Plan17,432$1.44M0.08%
Generali Investments CEE, investicni spolecnost, a.s.16,400$1.35M0.14%
Investor's Fiduciary Advisor Network, LLC16,251$1.34M0.51%
Farmers National Bank16,194$1.33M0.39%
MUFG Securities Americas Inc.16,174$1.33M0.17%
Two Sigma Investments, LP15,600$1.28M0.00%
Dynamic Technology Lab Private Ltd14,990$1.23M0.20%
Boston Private Wealth LLC14,636$1.20M0.02%
Occudo Quantitative Strategies LP14,201$1.17M0.21%
Kiker Wealth Management, LLC13,991$1.15M0.93%
Asset Planning,Inc12,849$1.06M0.81%
Essential Planning, LLC.11,477$1.01M0.01%
Little House Capital LLC11,515$947.9K0.27%
Magnolia Capital Advisors LLC11,508$947.4K0.25%
South Plains Financial, Inc.11,374$936.2K0.72%
Cherokee Insurance Co11,000$905.5K0.41%
Texas Bank & Trust Co10,788$888.1K0.37%
Everstar Asset Management, LLC10,584$871.3K0.62%
WCG Wealth Advisors LLC10,002$823.0K0.05%
Cornerstone Planning, LLC9,402$774.0K0.30%
Meketa Investment Group Inc9,323$767.5K1.72%
Richards, Merrill & Peterson, Inc.8,962$737.7K0.39%
one8zero8, LLC8,927$734.8K0.16%
Infrastructure Capital Advisors, LLC8,690$715.4K0.10%
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co8,528$702.0K0.69%
Triad Wealth Partners, LLC8,358$688.0K0.25%
Park Square Financial Group, LLC8,322$685.1K0.47%
Oxford Asset Management LLP8,302$683.4K0.30%
Groesbeck Investment Management Corp8,100$667.0K0.87%
SageOak Financial, LLC7,844$645.7K0.59%
FourThought Financial Partners, LLC7,833$644.8K0.07%
Delta Financial Group, Inc.7,821$644.0K0.15%
Blue Rock Wealth Management LLC7,815$643.3K0.68%
Golden State Wealth Management, LLC7,713$635.0K0.10%
Banco Santander, S.A.7,683$632.5K0.01%
Blalock Williams, LLC7,585$624.4K0.73%
First Business Financial Services, Inc.7,490$616.6K0.06%
Aventura Private Wealth, LLC7,429$611.6K0.33%
111 Capital7,387$608.1K0.13%
Wilkins Miller Wealth Management, LLC7,369$606.7K0.63%
ISAM Funds (UK) Ltd7,253$597.1K0.44%
Machina Capital S.A.S.7,131$587.0K0.25%
Greenup Street Wealth Management LLC6,995$575.8K0.11%
Capstone Wealth Management, LLC6,937$571.1K0.56%
Flow Traders U.S. LLC6,864$565.0K0.02%
Finward Bancorp6,856$564.4K0.49%
Northstar Financial Companies, Inc.6,851$564.0K0.53%
Tower Bridge Advisors6,744$555.2K0.06%
CVFG LLC6,500$535.1K0.49%
R Squared Ltd6,420$528.5K0.51%
Broyhill Asset Management6,317$520.0K0.46%
Nebula Research & Development LLC6,254$514.8K0.06%
Bank of Jackson Hole Trust6,236$513.3K0.34%
Partners Wealth Management, LLC6,200$510.4K0.58%
Reliant Investment Partners, LLC6,115$503.4K0.45%

Sold out (125)

Institutions that held Southern Co at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 125 by value.

Institutions that sold out of SO in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Susquehanna Portfolio Strategies, LLC236,143$21.3M
Healthcare of Ontario Pension Plan Trust Fund200,000$18.0M
Tortoise Capital Advisors, L.L.C.120,916$10.9M
Arrowstreet Capital, Limited Partnership117,925$10.6M
Trexquant Investment LP107,860$9.73M
Advisors Preferred, LLC96,501$8.77M
Dynamic Advisor Solutions LLC87,594$7.90M
Kempen Capital Management N.V.73,382$6.62M
Ellsworth Advisors, LLC71,782$6.47M
DRW Securities, LLC49,927$4.50M
Veriti Management LLC40,423$3.65M
Investment Management Corp of Ontario36,242$3.27M
Magnetar Financial LLC35,943$3.24M
Worldquant Millennium Advisors LLC35,205$3.17M
St. Louis Financial Planners Asset Management, LLC23,555$2.13M
Boothbay Fund Management, LLC20,413$1.84M
Dark Forest Capital Management LP17,434$1.57M
Clough Capital Partners L P14,208$1.28M
Summit Trail Advisors, LLC13,089$1.18M
Corton Capital Inc.9,791$883.0K
Epoch Investment Partners, Inc.6,388$576.1K
BlueCrest Capital Management Ltd6,109$550.9K
AlphaStar Capital Management, LLC6,099$550.0K
Significant Wealth Partners LLC5,467$493.0K
Perfromance Wealth Partners, LLC5,367$484.0K
Koss-Olinger Consulting, LLC5,335$481.0K
REDW Wealth LLC5,094$459.4K
Fiduciary Financial Group, LLC4,862$434.1K
Leslie Global Wealth, LLC4,678$421.9K
Madison Park Capital Advisors, LLC4,583$413.3K
Gilliland Jeter Wealth Management LLC4,346$391.9K
Catalyst Funds Management Pty Ltd4,200$378.8K
Gentry Private Wealth, LLC4,029$363.3K
Morningstar Investment Services LLC3,950$356.0K
Colton Groome Financial Advisors, LLC3,900$351.7K
Coastal Investment Advisors, Inc.3,871$347.8K
MBB Public Markets I LLC3,690$332.8K
Enterprise Financial Services Corp3,648$329.0K
Fulcrum Equity Management3,627$327.1K
Kapitalo Investimentos Ltda3,556$320.7K
Rainey & Randall Investment Management Inc.3,506$316.2K
Tennessee Valley Asset Management Partners3,425$311.9K
Aldebaran Financial Inc.3,450$311.1K
Bright Futures Wealth Management, LLC.3,296$294.5K
Oak Thistle LLC3,260$294.0K
FSA Advisors, Inc.3,275$292.4K
Community Trust & Investment Co3,236$291.8K
Principal Street Partners, LLC3,424$290.2K
Barlow Wealth Partners, Inc.3,120$277.3K
Simplicity Wealth,LLC3,075$277.3K
Revisor Wealth Management LLC3,000$270.5K
Everhart Financial Group, Inc.2,934$264.6K
Green Square Capital Advisors LLC2,927$263.7K
Birchcreek Wealth Management, LLC2,836$255.7K
Vicus Capital2,733$246.5K
NBW Capital LLC2,623$236.5K
Centiva Capital, LP2,577$232.4K
Wealth Architects, LLC2,539$229.0K
Boston Trust Walden Corp2,500$225.4K
Wambolt & Associates, LLC2,475$224.9K
Phillips Wealth Planners LLC2,416$223.0K
Tandem Capital Management Corp2,435$219.6K
Oak Family Advisors, LLC2,428$219.0K
Old Mission Investment Co LLC2,428$219.0K
MBA Advisors LLC2,426$218.8K
Hardin Capital Partners, LLC2,445$218.3K
Titleist Asset Management, LLC2,421$218.3K
Wrapmanager Inc2,412$217.5K
Prevail Innovative Wealth Advisors, LLC2,405$216.9K
Forbes Financial Planning, Inc.2,404$216.8K
RMB Capital Management, LLC2,401$216.5K
Hilton Capital Management, LLC2,400$216.4K
Partners in Financial Planning2,386$215.2K
Calton & Associates, Inc.2,383$214.9K
Tevis Investment Management2,377$214.3K
Bank of Stockton2,370$213.7K
Axecap Investments, LLC2,358$212.6K
Sonata Capital Group Inc2,325$210.0K
Noesis Capital Mangement Corp2,320$209.2K
Pinkerton Retirement Specialists, LLC2,320$209.2K
PCA Investment Advisory Services Inc.2,305$207.9K
Sage Private Wealth Group, LLC2,305$207.9K
Williamson Legacy Group, LLC2,303$207.7K
Sanders Morris Harris LLC2,300$207.4K
Stonebridge Financial Planning Group, LLC2,300$207.4K
AllGen Financial Advisors, Inc.2,300$207.4K
Alamar Capital Management, LLC2,298$207.2K
Patrick M Sweeney & Associates, Inc2,293$206.8K
Taylor Hoffman Capital Management LLC2,270$206.6K
Muirfield Wealth Advisors LLC2,282$205.8K
Rockbridge Investment Management, LCC2,275$205.2K
Outlook Wealth Advisors, LLC2,267$204.4K
Accel Wealth Management2,266$204.3K
WealthShield Partners, LLC2,254$203.3K
Robinson Smith Wealth Advisors LLC2,254$203.3K
Bowman & Co S.C.2,250$202.9K
Emprise Bank2,248$202.7K
Northeast Investment Management2,247$202.6K
Hanlon Investment Management, Inc.2,237$201.7K
Braun-Bostich & Associates Inc.2,234$201.5K

Not filed for Q4 2024 yet (30)

Institutions that held Southern Co at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates2,718,040$245.1M
Raymond James Financial Services Advisors, Inc.719,703$64.9M
Raymond James Trust N.A.140,100$12.6M
Insight Folios Inc96,698$8.72M
B. Metzler seel. Sohn & Co. Holding AG59,409$5.36M
First Personal Financial Services54,123$4.88M
SpiderRock Advisors, LLC47,145$4.25M
Planning Capital Management Corp45,325$4.09M
GYL Financial Synergies, LLC38,793$3.50M
Diversified, LLC28,986$2.61M
FinTrust Capital Advisors, LLC23,201$2.09M
First Trust Investment Solutions L.P.13,309$1.20M
Kowal Investment Group, LLC9,496$856.4K
Carmichael Hill & Associates, Inc.9,166$826.6K
9258 Wealth Management, LLC6,234$562.2K
Kingfisher Capital LLC5,993$540.5K
Naples Money Management LLC5,388$485.9K
Inscription Capital, LLC4,008$361.4K
Family Asset Management, LLC3,402$306.8K
Alera Investment Advisors, LLC2,878$259.5K
Sweet Financial Partners, LLC2,386$215.2K
Alpine Bank Wealth Management2,260$203.8K
M&R Capital Management Inc1,552$139.9K
New Potomac Partners, LLC1,356$122.3K
Northwest Investment Counselors, LLC1,200$108.2K
VitalStone Financial, LLC474$42.7K
WFA of San Diego, LLC450$40.6K
Peterson Financial Group, Inc.95$8.57K
Halpern Financial, Inc.47$4.30K
Annapolis Financial Services, LLC8$677