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; 2,371 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 |
|---|---|---|---|---|---|
| Old National Bancorp | 15,239 | $1.25M | 0.03% | +893+6.2% | Added |
| Ignite Planners, LLC | 15,279 | $1.26M | 0.28% | +27+0.2% | Added |
| TCW Group Inc | 15,305 | $1.26M | 0.01% | +377+2.5% | Added |
| Highline Wealth Partners LLC | 15,308 | $1.26M | 0.41% | +113+0.7% | Added |
| XML Financial, LLC | 15,315 | $1.26M | 0.12% | +1,066+7.5% | Added |
| Sherbrooke Park Advisers LLC | 15,398 | $1.27M | 0.40% | +9,434+158.2% | Added |
| CBOE Vest Financial, LLC | 15,470 | $1.27M | 0.02% | +4,625+42.6% | Added |
| Jane Street Group, LLC | 15,530 | $1.28M | 0.00% | −120,278−88.6% | Reduced |
| Sandy Spring Bank | 15,569 | $1.28M | 0.05% | −325−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 31,225 | $1.28M | 0.22% | −1,149−3.5% | Reduced |
| Two Sigma Investments, LP | 15,600 | $1.28M | 0.00% | +15,600 | New |
| TrinityPoint Wealth, LLC | 15,617 | $1.29M | 0.18% | −68−0.4% | Reduced |
| Snowden Capital Advisors LLC | 15,652 | $1.29M | 0.04% | −9,804−38.5% | Reduced |
| Huber Capital Management LLC | 15,700 | $1.29M | 0.26% | −7,697−32.9% | Reduced |
| Wetherby Asset Management Inc | 15,741 | $1.30M | 0.06% | −2,715−14.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,741 | $1.30M | 0.31% | −314−2.0% | Reduced |
| Venturi Wealth Management, LLC | 15,761 | $1.30M | 0.06% | +4,887+44.9% | Added |
| Strategic Blueprint, LLC | 15,767 | $1.30M | 0.08% | +212+1.4% | Added |
| Clifford Swan Investment Counsel LLC | 15,800 | $1.30M | 0.05% | −252−1.6% | Reduced |
| Miracle Mile Advisors, LLC | 15,818 | $1.30M | 0.03% | +952+6.4% | Added |
| International Assets Investment Management, LLC | 15,913 | $1.31M | 0.11% | −1,486,900−98.9% | Reduced |
| CapWealth Advisors, LLC | 15,878 | $1.31M | 0.14% | −238−1.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 15,889 | $1.31M | 0.05% | +2,259+16.6% | Added |
| Stokes Family Office, LLC | 15,954 | $1.31M | 0.14% | +87+0.5% | Added |
| Adirondack Trust Co | 15,970 | $1.31M | 0.50% | −75−0.5% | Reduced |
| Advisor OS, LLC | 15,979 | $1.32M | 0.15% | −245−1.5% | Reduced |
| Asset Advisors Investment Management, LLC | 16,002 | $1.32M | 0.14% | +763+5.0% | Added |
| Wedmont Private Capital | 16,203 | $1.32M | 0.07% | +1,593+10.9% | Added |
| Symphony Financial, Ltd. Co. | 15,761 | $1.32M | 0.21% | −4,306−21.5% | Reduced |
| Focus Financial Network, Inc. | 16,050 | $1.32M | 0.05% | +323+2.1% | Added |
| Ipswich Investment Management Co., Inc. | 16,121 | $1.33M | 0.32% | −300−1.8% | Reduced |
| Kovack Advisors, Inc. | 16,165 | $1.33M | 0.13% | +103+0.6% | Added |
| MUFG Securities Americas Inc. | 16,174 | $1.33M | 0.17% | +16,174 | New |
| Farmers National Bank | 16,194 | $1.33M | 0.39% | +16,194 | New |
| Lineweaver Wealth Advisors, LLC | 16,194 | $1.33M | 0.25% | +1,469+10.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 16,251 | $1.34M | 0.51% | +16,251 | New |
| First County Bank | 16,381 | $1.35M | 0.75% | −2,518−13.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.35M | 0.14% | +16,400 | New |
| Valeo Financial Advisors, LLC | 16,548 | $1.36M | 0.04% | +220+1.3% | Added |
| Walleye Capital LLC | 16,578 | $1.36M | 0.01% | −50,889−75.4% | Reduced |
| Centennial Bank | 16,660 | $1.37M | 0.65% | −85−0.5% | Reduced |
| Assetmark, Inc | 16,749 | $1.38M | 0.00% | +1,910+12.9% | Added |
| Gleason Group, Inc. | 16,844 | $1.39M | 0.24% | +139+0.8% | Added |
| Axxcess Wealth Management, LLC | 16,858 | $1.39M | 0.03% | −606−3.5% | Reduced |
| EPG Wealth Management LLC | 16,947 | $1.40M | 0.37% | −182−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.40M | 0.17% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 17,033 | $1.40M | 0.44% | +3,366+24.6% | Added |
| High Net Worth Advisory Group LLC | 17,070 | $1.41M | 0.39% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,086 | $1.41M | 0.15% | +628+3.8% | Added |
| GAMMA Investing LLC | 17,248 | $1.42M | 0.12% | −132−0.8% | Reduced |
| Burns J W & Co Inc | 17,311 | $1.43M | 0.18% | −530−3.0% | Reduced |
| Wellington Shields & Co., LLC | 17,334 | $1.43M | 0.44% | 00.0% | Unchanged |
| L.M. Kohn & Company | 17,340 | $1.43M | 0.37% | −346−2.0% | Reduced |
| Jeppson Wealth Management, LLC | 17,382 | $1.43M | 0.52% | +90+0.5% | Added |
| Canada Post Corp Registered Pension Plan | 17,432 | $1.44M | 0.08% | +17,432 | New |
| Accurate Wealth Management, LLC | 17,665 | $1.44M | 0.28% | +280+1.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,526 | $1.44M | 0.13% | +580+3.4% | Added |
| Twin Capital Management Inc | 17,530 | $1.44M | 0.16% | −385−2.1% | Reduced |
| Koshinski Asset Management, Inc. | 17,571 | $1.45M | 0.12% | +295+1.7% | Added |
| Cresset Asset Management, LLC | 17,598 | $1.45M | 0.01% | −51,064−74.4% | Reduced |
| Congress Wealth Management LLC | 17,597 | $1.45M | 0.02% | −16,953−49.1% | Reduced |
| Vinva Investment Management Ltd | 17,611 | $1.45M | 0.06% | +5,636+47.1% | Added |
| Smith Thornton Advisors LLC | 17,760 | $1.46M | 0.92% | +1,041+6.2% | Added |
| Earnest Partners LLC | 17,762 | $1.46M | 0.01% | −358−2.0% | Reduced |
| Rollins Financial Advisors, LLC | 17,784 | $1.46M | 0.23% | +4,263+31.5% | Added |
| Vise Technologies, Inc. | 17,810 | $1.47M | 0.12% | +10,357+139.0% | Added |
| Ashton Thomas Private Wealth, LLC | 17,853 | $1.47M | 0.06% | −1,412−7.3% | Reduced |
| Aviva PLC | 17,943 | $1.48M | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 17,975 | $1.48M | 0.03% | −582−3.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 18,006 | $1.48M | 0.29% | +18,006 | New |
| Y-Intercept (Hong Kong) Ltd | 18,042 | $1.49M | 0.10% | +10,194+129.9% | Added |
| Danske Bank A/S | 18,063 | $1.49M | 0.00% | +8,700+92.9% | Added |
| Monte Financial Group, LLC | 18,065 | $1.49M | 0.64% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 18,075 | $1.49M | 0.12% | +27+0.1% | Added |
| Frank, Rimerman Advisors LLC | 18,081 | $1.49M | 0.11% | +40.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 18,151 | $1.49M | 0.52% | +755+4.3% | Added |
| Regent Peak Wealth Advisors LLC | 18,185 | $1.50M | 0.34% | +61+0.3% | Added |
| LVZ Advisors, Inc. | 18,268 | $1.50M | 0.19% | +1,940+11.9% | Added |
| Oak Harbor Wealth Partners, LLC | 18,329 | $1.51M | 0.44% | +15+0.1% | Added |
| RFP Financial Group LLC | 18,341 | $1.51M | 0.59% | −18,345−50.0% | Reduced |
| SWAN Capital LLC | 18,379 | $1.51M | 0.74% | −57−0.3% | Reduced |
| ICW Investment Advisors LLC | 18,380 | $1.51M | 0.63% | +324+1.8% | Added |
| Arete Wealth Advisors, LLC | 18,451 | $1.51M | 0.11% | +242+1.3% | Added |
| Glenview Trust Co | 18,408 | $1.52M | 0.03% | −1,652−8.2% | Reduced |
| Adapt Wealth Advisors, LLC | 18,431 | $1.52M | 0.75% | +40.0% | Added |
| NorthRock Partners, LLC | 18,449 | $1.52M | 0.05% | +267+1.5% | Added |
| Providence First Trust Co | 18,461 | $1.52M | 0.57% | +15,971+641.4% | Added |
| Primoris Wealth Advisors, LLC | 18,494 | $1.52M | 1.16% | 00.0% | Unchanged |
| Hancock Whitney Corp | 18,517 | $1.52M | 0.05% | −8,296−30.9% | Reduced |
| Eagle Rock Investment Company, LLC | 18,534 | $1.53M | 0.25% | −185−1.0% | Reduced |
| LVW Advisors, LLC | 18,566 | $1.53M | 0.19% | +1,748+10.4% | Added |
| Romano Brothers and Company | 18,685 | $1.54M | 0.19% | −1,116−5.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 18,923 | $1.56M | 0.92% | −100−0.5% | Reduced |
| Venture Visionary Partners LLC | 18,953 | $1.56M | 0.07% | +22+0.1% | Added |
| SBI Securities Co., Ltd. | 18,965 | $1.56M | 0.05% | +18,965 | New |
| Cohen Capital Management, Inc. | 19,000 | $1.56M | 0.26% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 19,000 | $1.56M | 0.82% | +11,050+139.0% | Added |
| Salem Investment Counselors Inc | 19,076 | $1.57M | 0.05% | −40.0% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 19,133 | $1.58M | 1.10% | +846+4.6% | Added |
| Stonebridge Financial Group, LLC | 19,144 | $1.58M | 0.17% | +19,144 | New |