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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 9,544 | $785.7K | 0.05% | 00.0% | Unchanged |
| Garner Asset Management Corp | 9,593 | $790.0K | 0.37% | +30.0% | Added |
| Monetary Management Group Inc | 9,607 | $790.8K | 0.21% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 9,638 | $793.4K | 0.39% | −24−0.2% | Reduced |
| Cookson Peirce & Co Inc | 9,642 | $793.7K | 0.04% | +87+0.9% | Added |
| Beaumont Financial Advisors, LLC | 9,650 | $794.4K | 0.06% | +32+0.3% | Added |
| Diversify Advisory Services, LLC | 9,772 | $794.6K | 0.04% | −1,450−12.9% | Reduced |
| BlueChip Wealth Advisors LLC | 9,654 | $794.7K | 0.44% | +1,767+22.4% | Added |
| GTS Securities LLC | 9,670 | $796.0K | 0.04% | −7,687−44.3% | Reduced |
| WSFS Capital Management, LLC | 9,710 | $799.3K | 0.04% | −178−1.8% | Reduced |
| Intrust Bank NA | 9,721 | $800.2K | 0.08% | −569−5.5% | Reduced |
| Excalibur Management Corp | 9,850 | $810.9K | 0.32% | −55−0.6% | Reduced |
| Secure Asset Management, LLC | 9,880 | $813.3K | 0.12% | +484+5.2% | Added |
| Visionary Horizons, LLC | 9,909 | $815.7K | 0.54% | −324−3.2% | Reduced |
| Keudell/Morrison Wealth Management | 9,922 | $816.8K | 0.21% | −360−3.5% | Reduced |
| Arrow Financial Corp | 9,960 | $819.9K | 0.08% | 00.0% | Unchanged |
| Certified Advisory Corp | 9,985 | $822.0K | 0.09% | −9−0.1% | Reduced |
| Home Federal Bank of Tennessee | 9,990 | $822.4K | 0.24% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 10,002 | $823.0K | 0.05% | +10,002 | New |
| Legacy Wealth Asset Management, LLC | 10,033 | $825.9K | 0.22% | −129−1.3% | Reduced |
| Bradley Foster & Sargent Inc | 10,053 | $827.5K | 0.01% | +763+8.2% | Added |
| Acorn Wealth Advisors, LLC | 10,058 | $828.0K | 0.34% | +64+0.6% | Added |
| Fifth Third Wealth Advisors LLC | 10,085 | $830.2K | 0.05% | +143+1.4% | Added |
| Marco Investment Management LLC | 10,103 | $831.7K | 0.07% | −24−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,112 | $832.4K | 0.01% | −230−2.2% | Reduced |
| Edge Financial Advisors LLC | 10,136 | $834.4K | 0.75% | +62+0.6% | Added |
| Mendel Money Management | 10,156 | $836.0K | 0.37% | −35−0.3% | Reduced |
| Viawealth, LLC | 10,163 | $836.6K | 0.51% | −1,156−10.2% | Reduced |
| Thoroughbred Financial Services, LLC | 10,168 | $837.0K | 0.05% | +61+0.6% | Added |
| Larson Financial Group LLC | 10,194 | $839.2K | 0.04% | +2,323+29.5% | Added |
| White Lighthouse Investment Management Inc. | 10,229 | $842.1K | 0.15% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 10,234 | $842.4K | 0.21% | −232−2.2% | Reduced |
| RIA Advisory Group LLC | 10,237 | $842.7K | 0.29% | −826−7.5% | Reduced |
| Plimoth Trust Co LLC | 10,247 | $843.5K | 0.22% | −135−1.3% | Reduced |
| Roundview Capital LLC | 10,250 | $843.8K | 0.06% | +669+7.0% | Added |
| Investment Partners Asset Management, Inc. | 10,270 | $845.5K | 0.66% | −125−1.2% | Reduced |
| Boston Financial Mangement LLC | 10,315 | $849.1K | 0.03% | −100−1.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 10,375 | $854.1K | 0.21% | −15−0.1% | Reduced |
| Essex Savings Bank | 10,394 | $855.5K | 0.21% | −204−1.9% | Reduced |
| HBK Sorce Advisory LLC | 10,424 | $858.1K | 0.03% | +177+1.7% | Added |
| Trustco Bank Corp N Y | 10,457 | $860.8K | 0.93% | −800−7.1% | Reduced |
| Gilbert & Cook, Inc. | 10,463 | $861.3K | 0.12% | +294+2.9% | Added |
| Morningstar Investment Management LLC | 10,492 | $864.0K | 0.07% | 00.0% | Unchanged |
| MEMBERS Trust Co | 10,507 | $864.9K | 0.03% | −75−0.7% | Reduced |
| Chesley Taft & Associates LLC | 10,515 | $865.6K | 0.04% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,544 | $868.0K | 0.01% | −47,456−81.8% | Reduced |
| Everstar Asset Management, LLC | 10,584 | $871.3K | 0.62% | +10,584 | New |
| Procyon Private Wealth Partners, LLC | 10,641 | $876.0K | 0.06% | −213−2.0% | Reduced |
| Retirement Guys Formula LLC | 10,658 | $877.3K | 0.44% | +874+8.9% | Added |
| Silverlake Wealth Management LLC | 10,694 | $880.3K | 0.34% | −24−0.2% | Reduced |
| Wealth Alliance | 10,698 | $880.7K | 0.11% | −6−0.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,763 | $886.1K | 0.27% | +49+0.5% | Added |
| Lazard Asset Management LLC | 10,800 | $888.0K | 0.00% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 10,788 | $888.1K | 0.37% | +10,788 | New |
| Altfest L J & Co Inc | 10,857 | $893.7K | 0.11% | +6,268+136.6% | Added |
| BEAM Asset Management, LLC | 10,869 | $894.8K | 0.28% | +437+4.2% | Added |
| Skopos Labs, Inc. | 10,913 | $898.3K | 0.27% | +968+9.7% | Added |
| Eqis Capital Management, Inc. | 10,939 | $900.5K | 0.07% | +401+3.8% | Added |
| Linscomb & Williams, Inc. | 10,955 | $901.8K | 0.04% | +1,704+18.4% | Added |
| TCG Advisory Services, LLC | 10,973 | $903.3K | 0.04% | +4,192+61.8% | Added |
| Field & Main Bank | 10,990 | $904.5K | 0.32% | +740+7.2% | Added |
| Kuhn & Co Investment Counsel | 10,999 | $905.4K | 0.77% | +60+0.5% | Added |
| Cherokee Insurance Co | 11,000 | $905.5K | 0.41% | +11,000 | New |
| LaFleur & Godfrey LLC | 11,063 | $910.7K | 0.12% | +8+0.1% | Added |
| Shepherd Financial Partners LLC | 11,142 | $917.2K | 0.11% | 00.0% | Unchanged |
| Cigna Investments Inc | 11,200 | $922.0K | 0.16% | −73−0.6% | Reduced |
| Constitution Capital LLC | 11,220 | $923.6K | 0.52% | +1,350+13.7% | Added |
| Resources Management Corp | 11,220 | $924.0K | 0.13% | −350−3.0% | Reduced |
| 1620 Investment Advisors, Inc. | 11,251 | $926.2K | 0.70% | +158+1.4% | Added |
| Aprio Wealth Management, LLC | 11,340 | $933.5K | 0.14% | +3,364+42.2% | Added |
| South Plains Financial, Inc. | 11,374 | $936.2K | 0.72% | +11,374 | New |
| Valmark Advisers, Inc. | 11,407 | $939.1K | 0.01% | −338−2.9% | Reduced |
| Nwam LLC | 11,448 | $942.4K | 0.06% | −10.0% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $943.0K | 0.32% | 00.0% | Unchanged |
| Rogco, LP | 11,459 | $943.3K | 0.38% | −462−3.9% | Reduced |
| Ami Asset Management Corp | 11,465 | $943.8K | 0.05% | −314−2.7% | Reduced |
| First Hawaiian Bank | 11,486 | $945.5K | 0.03% | −227−1.9% | Reduced |
| Magnolia Capital Advisors LLC | 11,508 | $947.4K | 0.25% | +11,508 | New |
| Little House Capital LLC | 11,515 | $947.9K | 0.27% | +11,515 | New |
| Golden State Equity Partners | 11,539 | $949.9K | 0.18% | −1,208−9.5% | Reduced |
| NovaPoint Capital, LLC | 11,570 | $952.4K | 0.29% | +323+2.9% | Added |
| Hills Bank & Trust Co | 11,579 | $953.2K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 11,585 | $954.0K | 0.00% | −4,888−29.7% | Reduced |
| Bush Investment Group, LLC | 11,594 | $954.4K | 0.74% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 11,603 | $955.2K | 0.25% | +10+0.1% | Added |
| Marietta Wealth Management, LLC | 11,642 | $958.4K | 0.14% | +63+0.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,643 | $958.4K | 0.08% | +862+8.0% | Added |
| RS Crum Inc. | 11,683 | $961.7K | 0.24% | −88−0.7% | Reduced |
| Blue Fin Capital, Inc. | 11,685 | $962.0K | 0.18% | +180+1.6% | Added |
| Jaffetilchin Investment Partners, LLC | 11,710 | $963.9K | 0.07% | +14+0.1% | Added |
| BIP Wealth, LLC | 11,720 | $964.8K | 0.06% | +1,472+14.4% | Added |
| Stableford Capital II LLC | 11,742 | $966.6K | 0.38% | −198−1.7% | Reduced |
| Busey Wealth Management | 11,766 | $968.6K | 0.03% | +113+1.0% | Added |
| Tradewinds, LLC. | 11,358 | $971.9K | 0.27% | +20+0.2% | Added |
| Quadrant Capital Group LLC | 11,828 | $973.7K | 0.07% | +819+7.4% | Added |
| Cobblestone Capital Advisors LLC | 11,844 | $975.0K | 0.05% | +12+0.1% | Added |
| Widmann Financial Services, Inc. | 11,863 | $976.6K | 0.76% | −140−1.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 11,874 | $977.5K | 0.60% | −325−2.7% | Reduced |
| Columbia Asset Management | 11,885 | $978.3K | 0.19% | −546−4.4% | Reduced |
| Modera Wealth Management, LLC | 11,913 | $980.7K | 0.01% | +2,974+33.3% | Added |