Skip to main content
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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q4 2024

Institutional positions in Southern Co as of Dec 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
2,126
+146 vs. Q3 2024
Shares held
746.5M
+7.13M (+1.0%) vs. Q3 2024
Total value
$61.4B
−$5.05B (−7.6%) vs. Q3 2024
New holders
271
876 more added
Sold out
125
675 more reduced

30 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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.

Institutional holdersQ4 2024: 2,126 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ4 2024: $61.4B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2024.

Institutions holding SO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd394$890.00%+82+26.3%Added
Synergy Financial Management, LLC1$990.00%+1New
Crewe Advisors LLC5$4120.00%−6−54.5%Reduced
Cornerstone National Bank & Trust Co6$4940.00%+6New
Nova Wealth Management, Inc.7$5760.00%+7New
Sugar Maple Asset Management, LLC10$8230.00%+10New
Mountain Hill Investment Partners Corp.10$8490.00%+10New
Winthrop Capital Management, LLC17$1.00K0.00%+17New
Orion Capital Management LLC14$1.15K0.00%+14New
Chesapeake Asset Management LLC15$1.23K0.00%+5+50.0%Added
Human Investing LLC18$1.48K0.00%+18New
Raffa Wealth Management, LLC19$1.56K0.00%00.0%Unchanged
NBC Securities, Inc.21$1.76K0.16%−24,914−99.9%Reduced
Financial Avengers, Inc.22$1.78K0.00%+1+4.8%Added
Winnow Wealth LLC22$1.78K0.00%+22New
Trifecta Capital Advisors, LLC23$1.89K0.00%00.0%Unchanged
Bellwether Advisors, LLC25$2.06K0.00%+25New
MPWM Advisory Solutions, LLC26$2.14K0.00%+26New
Valued Wealth Advisors LLC30$2.48K0.00%+5+20.0%Added
PayPay Securities Corp32$2.63K0.11%+2+6.7%Added
New Millennium Group LLC34$2.80K0.00%+7+25.9%Added
Principia Wealth Advisory, LLC34$2.80K0.00%+34New
Ridgewood Investments LLC35$2.88K0.00%00.0%Unchanged
Conquis Financial LLC35$2.88K0.00%+35New
Transamerica Financial Advisors, Inc.26$3.00K0.00%−3−10.3%Reduced
DiNuzzo Private Wealth, Inc.38$3.13K0.00%−1,101−96.7%Reduced
Compass Financial Services Inc41$3.38K0.00%+41New
True Wealth Design, LLC42$3.46K0.00%+14+50.0%Added
Atlas Capital Advisors LLC47$3.87K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC50$4.12K0.00%+50New
Investors Research Corp54$4.45K0.00%+54New
Creekmur Asset Management LLC58$4.76K0.00%00.0%Unchanged
WealthTrak Capital Management LLC60$4.94K0.00%+60New
Burkett Financial Services, LLC61$5.03K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC63$5.20K0.00%+63New
Synergy Investment Management, LLC68$5.60K0.00%+68New
Alaska Permanent Fund Corp73$6.01K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC73$6.01K0.00%+73New
Whipplewood Advisors, LLC73$6.01K0.00%+73New
MeadowBrook Investment Advisors LLC75$6.17K0.01%00.0%Unchanged
Atala Financial Inc80$6.59K0.00%+80New
Carolina Wealth Advisors, LLC81$6.67K0.00%−724−89.9%Reduced
NewSquare Capital LLC1,570$6.94K0.00%−1−0.1%Reduced
Capital A Wealth Management, LLC89$7.33K0.01%+89New
Criterion Capital Advisors, LLC101$7.86K0.00%00.0%Unchanged
Noble Wealth Management PBC96$7.90K0.01%+96New
Hollencrest Capital Management97$7.99K0.00%00.0%Unchanged
JDM Financial Group LLC100$8.23K0.00%−17−14.5%Reduced
HGK Asset Management Inc100$8.23K0.00%00.0%Unchanged
Financial Freedom, LLC100$8.23K0.00%00.0%Unchanged
Pingora Partners LLC100$8.23K0.01%00.0%Unchanged
Pineridge Advisors LLC100$8.23K0.00%00.0%Unchanged
Wellington Shields Capital Management, LLC104$8.56K0.00%00.0%Unchanged
Anfield Capital Management, LLC105$8.64K0.00%00.0%Unchanged
LMR Partners LLP106$8.73K0.00%+102+2,550.0%Added
Rakuten Securities, Inc.112$9.22K0.00%+108+2,700.0%Added
Nemes Rush Group LLC114$9.38K0.00%+1+0.9%Added
Aspect Partners, LLC115$9.47K0.01%+1+0.9%Added
CarsonAllaria Wealth Management, Ltd.115$9.54K0.01%−100−46.5%Reduced
Guardian Wealth Management, Inc.117$9.60K0.01%+1+0.9%Added
FPC Investment Advisory, Inc.116$9.74K0.01%+116New
Financial Gravity Companies, Inc.120$9.88K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC121$9.96K0.00%00.0%Unchanged
Lavaca Capital LLC122$10.0K0.00%+122New
SJS Investment Consulting Inc.126$10.4K0.00%+2+1.6%Added
Stephenson National Bank & Trust140$11.5K0.00%00.0%Unchanged
Painted Porch Advisors LLC145$11.9K0.01%+145New
Financial Life Planners150$12.4K0.01%+150New
Eagle Bay Advisors LLC153$12.6K0.01%−31−16.8%Reduced
Westend Capital Management, LLC156$12.8K0.00%00.0%Unchanged
Fairscale Capital, LLC162$13.3K0.01%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC168$13.8K0.03%+168New
Clean Yield Group175$14.4K0.00%00.0%Unchanged
Private Wealth Management Group, LLC180$14.8K0.01%+20+12.5%Added
Centricity Wealth Management, LLC180$14.8K0.01%+180New
Tower View Investment Management & Research LLC188$15.5K0.01%+2+1.1%Added
Horizon Financial Services, LLC190$15.6K0.01%00.0%Unchanged
Cyrus J. Lawrence, LLC200$16.0K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.192$16.0K0.00%+192New
Navigoe, LLC200$16.0K0.02%+200New
Washington Trust Advisors, Inc.200$16.4K0.00%−459−69.7%Reduced
Hoese & Co LLP200$16.5K0.01%00.0%Unchanged
CoreFirst Bank & Trust200$16.5K0.01%00.0%Unchanged
Catherine Avery Investment Management LLC200$16.5K0.01%+200New
Clark Wealth Partners208$17.1K0.01%+208New
Studio Investment Management LLC211$17.4K0.00%+211New
Activest Wealth Management219$18.0K0.01%−381−63.5%Reduced
Logan Capital Management Inc221$18.2K0.00%+11+5.2%Added
New England Capital Financial Advisors LLC227$18.7K0.01%+2+0.9%Added
Prestige Wealth Management Group LLC238$19.6K0.00%00.0%Unchanged
10Elms LLP242$19.9K0.02%+242New
Spurstone Advisory Services, LLC244$20.1K0.38%+244New
Wolff Wiese Magana LLC244$20.1K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC250$20.6K0.01%00.0%Unchanged
Bell Investment Advisors, Inc258$21.2K0.00%−206−44.4%Reduced
Key Financial Inc269$22.1K0.01%00.0%Unchanged
Caitlin John, LLC271$22.3K0.02%−134−33.1%Reduced
Tidemark, LLC272$22.4K0.01%+47+20.9%Added
Fairfield Financial Advisors, LTD284$23.4K0.01%+2+0.7%Added
CBIZ Investment Advisory Services, LLC287$23.6K0.00%+2+0.7%Added