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 |
|---|---|---|---|---|---|
| McLean Asset Management Corp | 7,857 | $646.8K | 0.19% | +20.0% | Added |
| Wealth Dimensions Group, Ltd. | 7,908 | $651.0K | 0.16% | +78+1.0% | Added |
| St Germain D J Co Inc | 7,920 | $652.0K | 0.03% | +3,650+85.5% | Added |
| AdvisorNet Financial, Inc | 7,949 | $654.4K | 0.05% | +655+9.0% | Added |
| Cullen/Frost Bankers, Inc. | 7,955 | $654.8K | 0.01% | +368+4.9% | Added |
| W Advisors, LLC | 7,968 | $655.9K | 0.41% | −20−0.3% | Reduced |
| Fiduciary Trust Co | 7,968 | $655.9K | 0.01% | +400+5.3% | Added |
| OneAscent Financial Services LLC | 7,990 | $658.0K | 0.06% | +1,600+25.0% | Added |
| Archer Investment Corp | 8,007 | $659.1K | 0.18% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 8,021 | $660.3K | 0.12% | +17+0.2% | Added |
| Engineers Gate Manager LP | 8,036 | $661.5K | 0.01% | +4,210+110.0% | Added |
| Lakeshore Financial Planning, Inc. | 8,064 | $663.9K | 0.28% | +51+0.6% | Added |
| Groesbeck Investment Management Corp | 8,100 | $667.0K | 0.87% | +8,100 | New |
| Beacon Financial Group | 8,104 | $667.1K | 0.07% | −31−0.4% | Reduced |
| Private Capital Management, LLC | 8,122 | $668.6K | 0.07% | 00.0% | Unchanged |
| Norden Group LLC | 8,124 | $668.8K | 0.08% | +294+3.8% | Added |
| Benin Management CORP | 8,125 | $668.9K | 0.18% | −366−4.3% | Reduced |
| Autumn Glory Partners, LLC | 8,185 | $673.8K | 0.33% | −8,823−51.9% | Reduced |
| Franklin Street Advisors Inc | 8,191 | $674.0K | 0.04% | +5+0.1% | Added |
| Baker Avenue Asset Management, LP | 8,202 | $675.2K | 0.02% | +166+2.1% | Added |
| Northstar Advisory Group, LLC | 8,206 | $675.5K | 0.34% | +504+6.5% | Added |
| Atlantic Union Bankshares Corp | 8,234 | $677.8K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 8,266 | $680.4K | 0.06% | −1,035−11.1% | Reduced |
| Aviance Capital Partners, LLC | 8,298 | $683.1K | 0.09% | +6+0.1% | Added |
| Oxford Asset Management LLP | 8,302 | $683.4K | 0.30% | +8,302 | New |
| Valley Brook Capital Group | 8,304 | $683.6K | 0.51% | −348−4.0% | Reduced |
| Successful Portfolios LLC | 8,314 | $684.4K | 0.46% | +10.0% | Added |
| Element Wealth, LLC | 8,317 | $684.6K | 0.36% | −168−2.0% | Reduced |
| Park Square Financial Group, LLC | 8,322 | $685.1K | 0.47% | +8,322 | New |
| Park National Corp | 8,334 | $686.1K | 0.03% | −521−5.9% | Reduced |
| Rodgers Brothers Inc. | 8,343 | $686.8K | 0.09% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 8,358 | $688.0K | 0.25% | +8,358 | New |
| Shell Asset Management Co | 8,366 | $689.0K | 0.03% | +2,865+52.1% | Added |
| Dorsey & Whitney Trust CO LLC | 8,380 | $689.8K | 0.04% | −1,507−15.2% | Reduced |
| Haverford Trust Co | 8,438 | $694.6K | 0.01% | +1,766+26.5% | Added |
| Capstone Investment Advisors, LLC | 8,448 | $695.4K | 0.01% | +6,093+258.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,449 | $695.5K | 0.12% | +523+6.6% | Added |
| Midland Wealth Advisors LLC | 8,465 | $696.8K | 0.04% | −403−4.5% | Reduced |
| Allred Capital Management, LLC | 8,482 | $698.2K | 0.27% | +8+0.1% | Added |
| William Allan, LLC | 8,508 | $700.4K | 0.43% | +30+0.4% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 8,528 | $702.0K | 0.69% | +8,528 | New |
| Wagner Wealth Management, LLC | 8,529 | $702.1K | 0.18% | +849+11.1% | Added |
| Agf Management Ltd | 8,536 | $702.7K | 0.00% | −7,347−46.3% | Reduced |
| Roberts Glore & Co Inc | 8,577 | $706.1K | 0.21% | 00.0% | Unchanged |
| Adviser Investments LLC | 8,614 | $709.1K | 0.01% | −5,084−37.1% | Reduced |
| Vista Capital Partners, Inc. | 8,653 | $712.3K | 0.08% | +12+0.1% | Added |
| Infrastructure Capital Advisors, LLC | 8,690 | $715.4K | 0.10% | +8,690 | New |
| Kennedy Investment Group | 8,692 | $715.6K | 0.32% | −54−0.6% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $716.0K | 0.05% | 00.0% | Unchanged |
| Leisure Capital Management | 8,730 | $718.7K | 0.28% | −3,426−28.2% | Reduced |
| Xcel Wealth Management, LLC | 8,776 | $722.4K | 0.20% | +147+1.7% | Added |
| Carnegie Capital Asset Management, LLC | 8,782 | $722.9K | 0.02% | −2,970−25.3% | Reduced |
| Mather Group, LLC. | 8,793 | $723.8K | 0.01% | −291−3.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,814 | $725.6K | 0.20% | −12−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 8,819 | $726.0K | 0.03% | −186−2.1% | Reduced |
| First National Corp | 8,838 | $727.5K | 0.16% | −56−0.6% | Reduced |
| HM Payson & Co | 8,838 | $727.5K | 0.01% | −347−3.8% | Reduced |
| Mechanics Financial Corp | 8,848 | $728.4K | 0.33% | −50−0.6% | Reduced |
| Legacy Advisors, LLC | 8,883 | $731.2K | 0.07% | +766+9.4% | Added |
| North Star Investment Management Corp. | 8,885 | $731.4K | 0.05% | −965−9.8% | Reduced |
| Gables Capital Management Inc. | 8,896 | $732.3K | 0.35% | +100+1.1% | Added |
| MONECO Advisors, LLC | 8,909 | $733.4K | 0.08% | +309+3.6% | Added |
| one8zero8, LLC | 8,927 | $734.8K | 0.16% | +8,927 | New |
| Modern Wealth Management, LLC | 8,949 | $736.6K | 0.03% | +5,904+193.9% | Added |
| Community Bank of Raymore | 8,950 | $736.8K | 0.58% | 00.0% | Unchanged |
| Temasek Holdings (Private) Ltd | 8,960 | $737.6K | 0.00% | −27,376−75.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 8,962 | $737.7K | 0.39% | +8,962 | New |
| Robertson Stephens Wealth Management, LLC | 8,963 | $737.8K | 0.03% | +2,957+49.2% | Added |
| JT Stratford LLC | 8,984 | $739.5K | 0.12% | −174−1.9% | Reduced |
| Court Place Advisors, LLC | 9,000 | $740.9K | 0.24% | −1,279−12.4% | Reduced |
| Smith, Salley & Associates | 9,012 | $741.9K | 0.05% | −200−2.2% | Reduced |
| First Command Advisory Services, Inc. | 9,012 | $741.9K | 0.01% | −400−4.2% | Reduced |
| Insight Inv LLC | 9,030 | $743.4K | 0.52% | +700+8.4% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $745.4K | 0.24% | 00.0% | Unchanged |
| World Equity Group, Inc. | 9,054 | $745.5K | 0.16% | +4,556+101.3% | Added |
| Verity Asset Management, Inc. | 9,105 | $749.6K | 0.42% | −9,723−51.6% | Reduced |
| Rehmann Capital Advisory Group | 9,115 | $750.4K | 0.05% | +80+0.9% | Added |
| St. Johns Investment Management Company, LLC | 9,122 | $750.9K | 0.35% | −690−7.0% | Reduced |
| KPP Advisory Services LLC | 9,131 | $751.7K | 0.18% | +483+5.6% | Added |
| Mainsail Asset Management, LLC | 9,153 | $753.5K | 0.53% | +1,521+19.9% | Added |
| Chicago Trust Co NA | 9,159 | $754.0K | 0.13% | +1,208+15.2% | Added |
| Aberdeen Wealth Management LLC | 9,167 | $754.6K | 0.52% | −771−7.8% | Reduced |
| Madden Securities Corp | 9,250 | $761.5K | 0.30% | −46−0.5% | Reduced |
| Edge Capital Group, LLC | 18 | $763.2K | 0.03% | −9,107−99.8% | Reduced |
| Affinity Wealth Management LLC | 9,309 | $766.3K | 0.14% | 00.0% | Unchanged |
| Meketa Investment Group Inc | 9,323 | $767.5K | 1.72% | +9,323 | New |
| Montecito Bank & Trust | 9,380 | $772.2K | 0.13% | +505+5.7% | Added |
| HBW Advisory Services LLC | 9,400 | $773.8K | 0.11% | +429+4.8% | Added |
| Cornerstone Planning, LLC | 9,402 | $774.0K | 0.30% | +9,402 | New |
| Graves-Light Private Wealth Management, Inc. | 9,402 | $774.0K | 0.10% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 9,421 | $775.5K | 0.16% | +3,797+67.5% | Added |
| West Family Investments, Inc. | 9,431 | $776.4K | 0.27% | +45+0.5% | Added |
| Commerzbank Aktiengesellschaft | 9,423 | $777.0K | 0.02% | +3,373+55.8% | Added |
| Eagle Strategies LLC | 9,451 | $778.0K | 0.13% | +53+0.6% | Added |
| Journey Advisory Group, LLC | 10,033 | $778.3K | 0.09% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 9,407 | $781.0K | 0.03% | +157+1.7% | Added |
| Financial Advocates Investment Management | 9,487 | $781.0K | 0.04% | −867−8.4% | Reduced |
| Ancora Advisors, LLC | 9,489 | $781.1K | 0.02% | −1,477−13.5% | Reduced |
| Clear Creek Financial Management, LLC | 9,494 | $781.6K | 0.08% | +588+6.6% | Added |
| Marex Group plc | 9,500 | $782.0K | 0.01% | +1,550+19.5% | Added |