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 5 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goldstone Financial Group, LLC | 6,447 | $530.7K | 0.08% | +469+7.8% | Added |
| Thrive Wealth Management, LLC | 6,451 | $531.0K | 0.10% | −111−1.7% | Reduced |
| Prosperity Financial Group, Inc. | 6,464 | $532.1K | 0.27% | +30+0.5% | Added |
| CVFG LLC | 6,500 | $535.1K | 0.49% | +6,500 | New |
| Hexagon Capital Partners LLC | 6,510 | $535.9K | 0.10% | −230−3.4% | Reduced |
| Evergreen Capital Management LLC | 6,510 | $535.9K | 0.02% | +23+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 6,519 | $536.6K | 0.03% | −500−7.1% | Reduced |
| BCR Wealth Strategies, LLC | 6,536 | $538.0K | 0.25% | +118+1.8% | Added |
| Clarius Group, LLC | 6,541 | $538.5K | 0.04% | +13+0.2% | Added |
| Cyndeo Wealth Partners, LLC | 6,541 | $538.5K | 0.04% | +19+0.3% | Added |
| NFP Retirement, Inc. | 6,548 | $539.1K | 0.04% | +18+0.3% | Added |
| KC Investment Advisors, LLC | 6,564 | $540.3K | 0.21% | +46+0.7% | Added |
| Brady Family Wealth, LLC | 6,580 | $541.7K | 0.17% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 6,646 | $547.1K | 0.30% | +3,029+83.7% | Added |
| Builder Investment Group Inc | 6,662 | $548.4K | 0.15% | −67−1.0% | Reduced |
| Novare Capital Management LLC | 6,681 | $550.0K | 0.05% | +156+2.4% | Added |
| Beta Wealth Group, Inc. | 6,719 | $553.1K | 0.24% | +103+1.6% | Added |
| Smith Anglin Financial, LLC | 6,741 | $554.9K | 0.05% | +2,241+49.8% | Added |
| Tower Bridge Advisors | 6,744 | $555.2K | 0.06% | +6,744 | New |
| NorthCrest Asset Manangement, LLC | 6,748 | $555.5K | 0.02% | +629+10.3% | Added |
| Flagship Harbor Advisors, LLC | 6,763 | $556.7K | 0.03% | +1,196+21.5% | Added |
| Lake Street Advisors Group, LLC | 6,768 | $557.2K | 0.03% | +190+2.9% | Added |
| Van Hulzen Asset Management, LLC | 6,770 | $557.3K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,774 | $557.6K | 0.07% | +21+0.3% | Added |
| Welch & Forbes LLC | 6,778 | $558.0K | 0.01% | +161+2.4% | Added |
| Tradition Wealth Management, LLC | 6,788 | $558.8K | 0.05% | +224+3.4% | Added |
| Stokes Capital Advisors, LLC | 6,794 | $559.3K | 0.14% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 6,795 | $559.4K | 0.05% | +2,200+47.9% | Added |
| Union Savings Bank | 6,796 | $559.4K | 0.28% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 6,809 | $560.5K | 0.39% | −6−0.1% | Reduced |
| Northstar Financial Companies, Inc. | 6,851 | $564.0K | 0.53% | +6,851 | New |
| Finward Bancorp | 6,856 | $564.4K | 0.49% | +6,856 | New |
| Abel Hall, LLC | 6,863 | $565.0K | 0.36% | +33+0.5% | Added |
| Flow Traders U.S. LLC | 6,864 | $565.0K | 0.02% | +6,864 | New |
| Wealth Alliance Advisory Group, LLC | 6,884 | $566.7K | 0.12% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,890 | $567.2K | 0.10% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 6,937 | $571.1K | 0.56% | +6,937 | New |
| Atlantic Trust, LLC | 6,939 | $571.2K | 0.12% | +32+0.5% | Added |
| Client 1st Advisory Group, LLC | 6,961 | $573.1K | 0.22% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6,964 | $573.3K | 0.04% | +61+0.9% | Added |
| Perpetual Ltd | 6,984 | $574.9K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 6,984 | $574.9K | 0.27% | −120−1.7% | Reduced |
| Chicago Capital, LLC | 6,991 | $575.5K | 0.02% | +50+0.7% | Added |
| Greenup Street Wealth Management LLC | 6,995 | $575.8K | 0.11% | +6,995 | New |
| Angeles Investment Advisors, LLC | 7,019 | $577.8K | 0.03% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 7,020 | $578.0K | 0.24% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,060 | $581.1K | 0.02% | −570−7.5% | Reduced |
| Quest Partners LLC | 7,068 | $581.8K | 0.08% | −15,620−68.8% | Reduced |
| Eastern Bank | 7,070 | $582.0K | 0.01% | −250−3.4% | Reduced |
| Peninsula Asset Management Inc | 7,090 | $583.6K | 0.31% | 00.0% | Unchanged |
| Conning Inc. | 7,094 | $584.0K | 0.02% | −279−3.8% | Reduced |
| Patten Group, Inc. | 7,106 | $585.0K | 0.13% | +178+2.6% | Added |
| Lathrop Investment Management Corp | 7,123 | $586.0K | 0.11% | +15+0.2% | Added |
| Machina Capital S.A.S. | 7,131 | $587.0K | 0.25% | +7,131 | New |
| Formidable Asset Management, LLC | 7,135 | $587.4K | 0.10% | 00.0% | Unchanged |
| Country Trust Bank | 7,138 | $587.6K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,153 | $588.8K | 0.01% | +646+9.9% | Added |
| Congress Asset Management Co | 7,158 | $589.2K | 0.00% | +511+7.7% | Added |
| Berger Financial Group, Inc | 7,171 | $590.3K | 0.04% | 00.0% | Unchanged |
| City State Bank | 7,187 | $591.6K | 0.21% | +170+2.4% | Added |
| Abound Wealth Management | 7,198 | $592.5K | 0.19% | +881+13.9% | Added |
| Beaumont Asset Management, L.L.C. | 7,198 | $592.5K | 0.34% | −214−2.9% | Reduced |
| Edgestream Partners, L.P. | 7,225 | $594.8K | 0.03% | −81,184−91.8% | Reduced |
| Tritonpoint Wealth, LLC | 7,227 | $594.9K | 0.05% | +327+4.7% | Added |
| David J Yvars Group | 7,229 | $595.1K | 0.36% | +69+1.0% | Added |
| Asset Planning Corporation | 7,235 | $595.6K | 0.37% | −165−2.2% | Reduced |
| ISAM Funds (UK) Ltd | 7,253 | $597.1K | 0.44% | +7,253 | New |
| Sonora Investment Management Group, LLC | 7,272 | $598.6K | 0.05% | +13+0.2% | Added |
| Cidel Asset Management Inc | 7,346 | $604.7K | 0.04% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 7,348 | $604.9K | 0.57% | −15−0.2% | Reduced |
| Wilkins Miller Wealth Management, LLC | 7,369 | $606.7K | 0.63% | +7,369 | New |
| 111 Capital | 7,387 | $608.1K | 0.13% | +7,387 | New |
| Moloney Securities Asset Management, LLC | 7,398 | $609.0K | 0.08% | +1,124+17.9% | Added |
| Arlington Trust Co LLC | 7,418 | $610.6K | 0.13% | +1,312+21.5% | Added |
| Destination Wealth Management | 7,423 | $611.1K | 0.02% | +2,122+40.0% | Added |
| Aventura Private Wealth, LLC | 7,429 | $611.6K | 0.33% | +7,429 | New |
| YHB Investment Advisors, Inc. | 7,440 | $612.5K | 0.05% | +4,709+172.4% | Added |
| Los Angeles Capital Management LLC | 7,450 | $613.3K | 0.00% | −11,623−60.9% | Reduced |
| Breakwater Capital Group | 7,458 | $614.0K | 0.12% | +505+7.3% | Added |
| Howard Capital Management Inc. | 7,470 | $614.9K | 0.01% | +340+4.8% | Added |
| CX Institutional | 7,475 | $615.4K | 0.02% | +1,050+16.3% | Added |
| Sound Income Strategies, LLC | 7,476 | $615.4K | 0.04% | +521+7.5% | Added |
| First Business Financial Services, Inc. | 7,490 | $616.6K | 0.06% | +7,490 | New |
| Skyline Advisors, Inc. | 7,517 | $618.8K | 0.24% | +10+0.1% | Added |
| Richwood Investment Advisors, LLC | 7,533 | $620.1K | 0.52% | −195−2.5% | Reduced |
| Bath Savings Trust Co | 7,534 | $620.2K | 0.06% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7,545 | $621.1K | 0.33% | +2,155+40.0% | Added |
| Sar Wealth Management Group, LLC | 7,575 | $623.6K | 0.42% | +60+0.8% | Added |
| Blalock Williams, LLC | 7,585 | $624.4K | 0.73% | +7,585 | New |
| Banco Santander, S.A. | 7,683 | $632.5K | 0.01% | +7,683 | New |
| Baker Boyer National Bank | 7,691 | $633.1K | 0.22% | −350−4.4% | Reduced |
| Golden State Wealth Management, LLC | 7,713 | $635.0K | 0.10% | +7,713 | New |
| Grove Bank & Trust | 7,723 | $635.8K | 0.09% | +50+0.7% | Added |
| Prairie Sky Financial Group LLC | 7,745 | $637.6K | 0.39% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 7,798 | $642.0K | 0.15% | +560+7.7% | Added |
| Ambassador Advisors, LLC | 7,802 | $642.3K | 0.11% | +21+0.3% | Added |
| Blue Rock Wealth Management LLC | 7,815 | $643.3K | 0.68% | +7,815 | New |
| Delta Financial Group, Inc. | 7,821 | $644.0K | 0.15% | +7,821 | New |
| FourThought Financial Partners, LLC | 7,833 | $644.8K | 0.07% | +7,833 | New |
| SageOak Financial, LLC | 7,844 | $645.7K | 0.59% | +7,844 | New |