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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 11,915 | $980.9K | 0.22% | +646+5.7% | Added |
| CWS Financial Advisors, LLC | 11,927 | $981.9K | 0.32% | +61+0.5% | Added |
| CFS Investment Advisory Services, LLC | 11,940 | $983.0K | 0.09% | +225+1.9% | Added |
| Allegheny Financial Group LTD | 11,942 | $983.1K | 0.25% | +30+0.3% | Added |
| Cassaday & Co Wealth Management LLC | 11,949 | $983.6K | 0.03% | −585−4.7% | Reduced |
| Second Line Capital, LLC | 11,973 | $985.6K | 0.27% | +1,348+12.7% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $987.7K | 0.49% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 12,116 | $997.4K | 0.21% | −255−2.1% | Reduced |
| Johnson Financial Group, Inc. | 11,884 | $997.7K | 0.05% | +8,124+216.1% | Added |
| Mosley Wealth Management | 12,100 | $1.00M | 0.62% | +1,404+13.1% | Added |
| Davis Capital Management | 12,201 | $1.00M | 0.82% | −9,483−43.7% | Reduced |
| Essential Planning, LLC. | 11,477 | $1.01M | 0.01% | +11,477 | New |
| BluePath Capital Management, LLC | 12,303 | $1.01M | 0.55% | +142+1.2% | Added |
| Marino, Stram & Associates LLC | 12,261 | $1.01M | 0.22% | +50.0% | Added |
| Grimes & Company, Inc. | 12,266 | $1.01M | 0.03% | −2,375−16.2% | Reduced |
| Financial Security Advisor, Inc. | 12,272 | $1.01M | 0.26% | +161+1.3% | Added |
| Prosperity Consulting Group, LLC | 12,394 | $1.02M | 0.08% | +1,178+10.5% | Added |
| Integrated Advisors Network LLC | 12,406 | $1.02M | 0.05% | −367−2.9% | Reduced |
| Firethorn Wealth Partners, LLC | 12,406 | $1.02M | 0.51% | +53+0.4% | Added |
| Evercore Wealth Management, LLC | 12,444 | $1.02M | 0.02% | −111−0.9% | Reduced |
| Rowland & Co Investment Counsel | 12,484 | $1.03M | 0.21% | −61−0.5% | Reduced |
| Bard Financial Services, Inc. | 12,520 | $1.03M | 0.12% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 12,525 | $1.03M | 0.31% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 12,527 | $1.03M | 0.13% | +458+3.8% | Added |
| Waterfront Wealth Inc. | 12,617 | $1.04M | 0.25% | +210+1.7% | Added |
| Reuter James Wealth Management, LLC | 12,678 | $1.04M | 0.19% | −65−0.5% | Reduced |
| Parallel Advisors, LLC | 12,685 | $1.04M | 0.02% | +1,148+10.0% | Added |
| Stiles Financial Services Inc | 12,698 | $1.05M | 0.38% | +1,371+12.1% | Added |
| Flputnam Investment Management Co | 12,752 | $1.05M | 0.02% | −1,077−7.8% | Reduced |
| Fidelis Capital Partners, LLC | 12,524 | $1.05M | 0.11% | +2,107+20.2% | Added |
| Burney Co | 12,785 | $1.05M | 0.04% | −225−1.7% | Reduced |
| Northern Oak Wealth Management Inc | 12,797 | $1.05M | 0.13% | −225−1.7% | Reduced |
| Patton Albertson Miller Group, LLC | 12,834 | $1.06M | 0.14% | 00.0% | Unchanged |
| Asset Planning,Inc | 12,849 | $1.06M | 0.81% | +12,849 | New |
| Country Club Bank | 12,845 | $1.06M | 0.07% | −15−0.1% | Reduced |
| Trust Point Inc. | 12,959 | $1.07M | 0.07% | +273+2.2% | Added |
| Guardian Wealth Advisors, LLC | 13,024 | $1.07M | 0.09% | +686+5.6% | Added |
| Keystone Financial Group | 13,042 | $1.07M | 0.11% | +2,039+18.5% | Added |
| GoalVest Advisory LLC | 13,054 | $1.07M | 0.29% | −122−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,074 | $1.08M | 0.08% | −13,243−50.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 12,419 | $1.08M | 0.09% | +2,346+23.3% | Added |
| Belpointe Asset Management LLC | 12,560 | $1.09M | 0.07% | +222+1.8% | Added |
| SignalPoint Asset Management, LLC | 13,193 | $1.09M | 0.26% | −448−3.3% | Reduced |
| Brighton Jones LLC | 13,200 | $1.09M | 0.03% | −355−2.6% | Reduced |
| Mitchell Sinkler & Starr | 13,237 | $1.09M | 0.29% | −4,492−25.3% | Reduced |
| Mission Wealth Management, LP | 13,257 | $1.09M | 0.03% | +652+5.2% | Added |
| United Bank | 13,275 | $1.09M | 0.13% | +25+0.2% | Added |
| Wiser Wealth Management, Inc | 13,275 | $1.09M | 0.31% | +152+1.2% | Added |
| Spire Wealth Management | 13,426 | $1.11M | 0.03% | −7,527−35.9% | Reduced |
| Checchi Capital Advisers, LLC | 13,488 | $1.11M | 0.08% | +259+2.0% | Added |
| Lebenthal Global Advisors, LLC | 13,508 | $1.11M | 0.20% | +827+6.5% | Added |
| Ritholtz Wealth Management | 13,510 | $1.11M | 0.03% | −143−1.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 13,661 | $1.12M | 0.02% | −49−0.4% | Reduced |
| Impact Partnership Wealth, LLC | 13,664 | $1.12M | 0.23% | +10,494+331.0% | Added |
| Cannon Financial Strategists, Inc. | 13,711 | $1.13M | 0.19% | +367+2.8% | Added |
| Sheets Smith Wealth Management | 13,722 | $1.13M | 0.14% | +50+0.4% | Added |
| Archford Capital Strategies, LLC | 13,754 | $1.13M | 0.17% | −9−0.1% | Reduced |
| West Bancorporation Inc | 13,820 | $1.14M | 0.75% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 13,827 | $1.14M | 0.22% | −563−3.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,886 | $1.14M | 0.00% | +1,762+14.5% | Added |
| Jackson Thornton Asset Management, LLC | 13,903 | $1.14M | 0.14% | +3,237+30.3% | Added |
| ForthRight Wealth Management, LLC | 13,907 | $1.14M | 0.38% | +53+0.4% | Added |
| Detalus Advisors, LLC | 13,935 | $1.15M | 0.38% | +58+0.4% | Added |
| Berkeley Capital Partners, LLC | 13,938 | $1.15M | 0.32% | −231−1.6% | Reduced |
| Kiker Wealth Management, LLC | 13,991 | $1.15M | 0.93% | +13,991 | New |
| Means Investment Co., Inc. | 13,991 | $1.15M | 0.12% | +377+2.8% | Added |
| Meiji Yasuda Life Insurance Co | 14,007 | $1.15M | 0.02% | −2,560−15.5% | Reduced |
| Red Door Wealth Management, LLC | 14,009 | $1.15M | 0.18% | −450−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 14,075 | $1.16M | 0.04% | −50.0% | Reduced |
| IFP Advisors, Inc | 14,020 | $1.16M | 0.04% | +896+6.8% | Added |
| Retirement Planning Co of New England, Inc. | 14,143 | $1.16M | 0.56% | −163−1.1% | Reduced |
| Ti-Trust, Inc | 14,160 | $1.17M | 0.78% | −50−0.4% | Reduced |
| Occudo Quantitative Strategies LP | 14,201 | $1.17M | 0.21% | +14,201 | New |
| BancorpSouth Bank | 14,210 | $1.17M | 0.08% | −1,385−8.9% | Reduced |
| Chatham Capital Group, Inc. | 14,294 | $1.18M | 0.19% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 14,354 | $1.18M | 0.59% | +29+0.2% | Added |
| DMG Group, LLC | 14,374 | $1.18M | 0.96% | +139+1.0% | Added |
| Plan Group Financial, LLC | 14,377 | $1.18M | 0.63% | +1,193+9.0% | Added |
| Qtron Investments LLC | 14,394 | $1.18M | 0.17% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 14,458 | $1.19M | 0.14% | −1,120−7.2% | Reduced |
| Philadelphia Trust Co | 14,470 | $1.19M | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 14,481 | $1.19M | 0.30% | −880−5.7% | Reduced |
| Glen Eagle Advisors, LLC | 14,488 | $1.19M | 0.20% | +7,356+103.1% | Added |
| Bahl & Gaynor Inc | 14,490 | $1.19M | 0.01% | −135−0.9% | Reduced |
| Bank & Trust Co | 14,573 | $1.20M | 1.01% | −377−2.5% | Reduced |
| Fca Corp | 14,584 | $1.20M | 0.37% | +23+0.2% | Added |
| Spreng Capital Management, Inc. | 14,617 | $1.20M | 0.52% | −56−0.4% | Reduced |
| Boston Private Wealth LLC | 14,636 | $1.20M | 0.02% | +14,636 | New |
| Ninepoint Partners LP | 14,710 | $1.21M | 0.19% | +2,920+24.8% | Added |
| Delta Asset Management LLC | 14,729 | $1.21M | 0.11% | −281−1.9% | Reduced |
| Silvercrest Asset Management Group LLC | 14,741 | $1.21M | 0.01% | −350−2.3% | Reduced |
| Hilltop Holdings Inc. | 14,795 | $1.22M | 0.08% | −5,760−28.0% | Reduced |
| Yeomans Consulting Group, Inc. | 14,866 | $1.22M | 0.46% | −3,476−19.0% | Reduced |
| Sculati Wealth Management, LLC | 14,910 | $1.23M | 0.49% | −900−5.7% | Reduced |
| WMG Financial Advisors, LLC | 14,915 | $1.23M | 0.53% | +11,176+298.9% | Added |
| Silver Oak Securities, Inc | 14,931 | $1.23M | 0.11% | +2,572+20.8% | Added |
| Dynamic Technology Lab Private Ltd | 14,990 | $1.23M | 0.20% | +14,990 | New |
| Schonfeld Strategic Advisors LLC | 15,175 | $1.25M | 0.01% | −3,924−20.5% | Reduced |
| Confluence Wealth Services, Inc. | 15,234 | $1.25M | 0.08% | −1,356−8.2% | Reduced |
| Powers Advisory Group, LLC | 15,238 | $1.25M | 0.63% | +84+0.6% | Added |