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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 19,255 | $1.59M | 0.01% | +19,255 | New |
| Caldwell Trust Co | 19,530 | $1.61M | 0.17% | +3,408+21.1% | Added |
| Peoples Financial Services Corp. | 19,551 | $1.61M | 0.75% | −37−0.2% | Reduced |
| Bryn Mawr Trust Co | 19,670 | $1.62M | 0.03% | −6,514−24.9% | Reduced |
| SevenBridge Financial Group, LLC | 18,753 | $1.62M | 0.31% | −129−0.7% | Reduced |
| LMG Wealth Partners, LLC | 19,707 | $1.62M | 0.35% | +53+0.3% | Added |
| Meeder Advisory Services, Inc. | 19,765 | $1.63M | 0.10% | −471−2.3% | Reduced |
| Good Life Advisors, LLC | 19,872 | $1.64M | 0.12% | −787−3.8% | Reduced |
| Weaver Capital Management LLC | 19,885 | $1.64M | 0.46% | +589+3.1% | Added |
| Mystic Asset Management, Inc. | 19,911 | $1.64M | 0.44% | +796+4.2% | Added |
| Canal Insurance CO | 20,000 | $1.65M | 0.43% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 20,048 | $1.65M | 0.01% | +3,987+24.8% | Added |
| Geneos Wealth Management Inc. | 20,091 | $1.65M | 0.06% | +773+4.0% | Added |
| Lakeview Capital Partners, LLC | 20,103 | $1.65M | 0.36% | −11,413−36.2% | Reduced |
| Consolidated Planning Corp | 20,193 | $1.66M | 0.23% | +529+2.7% | Added |
| Atomi Financial Group, Inc. | 20,196 | $1.66M | 0.08% | +21+0.1% | Added |
| Wealthspire Advisors, LLC | 20,223 | $1.66M | 0.02% | +268+1.3% | Added |
| MSH Capital Advisors LLC | 20,251 | $1.67M | 0.52% | +750+3.8% | Added |
| Hudson Valley Investment Advisors Inc | 20,280 | $1.67M | 0.19% | 00.0% | Unchanged |
| Shelton Capital Management | 20,348 | $1.68M | 0.04% | −3,700−15.4% | Reduced |
| Capital Investment Advisory Services, LLC | 20,415 | $1.68M | 0.16% | −449−2.2% | Reduced |
| Parsons Capital Management Inc | 20,440 | $1.68M | 0.09% | −213−1.0% | Reduced |
| Donaldson Capital Management, LLC | 20,476 | $1.69M | 0.06% | −792−3.7% | Reduced |
| Citizens Financial Group Inc | 20,512 | $1.69M | 0.03% | −211−1.0% | Reduced |
| Horizon Investments, LLC | 20,572 | $1.69M | 0.05% | +659+3.3% | Added |
| Global Retirement Partners, LLC | 20,607 | $1.70M | 0.05% | +1,332+6.9% | Added |
| Toroso Investments, LLC | 20,607 | $1.70M | 0.01% | −3,206−13.5% | Reduced |
| Benedict Financial Advisors Inc | 20,671 | $1.70M | 0.41% | +2,747+15.3% | Added |
| Smith, Moore & Co. | 20,896 | $1.72M | 0.16% | +628+3.1% | Added |
| Patten & Patten Inc | 20,899 | $1.72M | 0.11% | −36−0.2% | Reduced |
| RDA Financial Network | 20,961 | $1.73M | 0.50% | +1,722+9.0% | Added |
| Allen Capital Group, LLC | 21,075 | $1.73M | 0.21% | +3,059+17.0% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $1.74M | 1.16% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 21,132 | $1.74M | 1.02% | +1,042+5.2% | Added |
| Western Wealth Management, LLC | 21,228 | $1.75M | 0.09% | +37+0.2% | Added |
| First United Bank Trust | 21,241 | $1.75M | 0.64% | +831+4.1% | Added |
| Wedbush Securities Inc | 21,280 | $1.75M | 0.06% | +488+2.3% | Added |
| Pacitti Group Inc. | 21,359 | $1.76M | 0.83% | +1,057+5.2% | Added |
| Pensionmark Financial Group, LLC | 21,430 | $1.76M | 0.05% | +10,348+93.4% | Added |
| Cullen Investment Group, Ltd. | 21,467 | $1.77M | 0.26% | +4,427+26.0% | Added |
| Bangor Savings Bank | 21,522 | $1.77M | 0.17% | +196+0.9% | Added |
| Jump Financial, LLC | 21,743 | $1.79M | 0.04% | −9,788−31.0% | Reduced |
| Armor Investment Advisors, LLC | 21,790 | $1.79M | 0.74% | −1,391−6.0% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.79M | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 21,935 | $1.81M | 0.14% | −1,084−4.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,072 | $1.82M | 0.69% | +2,775+14.4% | Added |
| Stock Yards Bank & Trust Co | 22,079 | $1.82M | 0.06% | −177−0.8% | Reduced |
| Columbus Macro, LLC | 22,109 | $1.82M | 0.25% | +10,090+84.0% | Added |
| BKD Wealth Advisors, LLC | 22,123 | $1.82M | 0.04% | +119+0.5% | Added |
| HF Advisory Group, LLC | 22,175 | $1.83M | 0.84% | −723−3.2% | Reduced |
| Aquatic Capital Management LLC | 22,191 | $1.83M | 0.05% | +22,191 | New |
| HHM Wealth Advisors, LLC | 22,310 | $1.84M | 0.25% | +249+1.1% | Added |
| Claro Advisors LLC | 22,354 | $1.84M | 0.25% | −3,883−14.8% | Reduced |
| NTV Asset Management LLC | 22,375 | $1.84M | 0.24% | −314−1.4% | Reduced |
| Westpac Banking Corp | 22,437 | $1.85M | 0.12% | +2,700+13.7% | Added |
| Kingswood Wealth Advisors, LLC | 22,480 | $1.85M | 0.14% | −38,596−63.2% | Reduced |
| Brown Brothers Harriman & Co | 22,558 | $1.86M | 0.01% | +566+2.6% | Added |
| Smartleaf Asset Management LLC | 22,551 | $1.86M | 0.19% | +5,210+30.0% | Added |
| First City Capital Management, Inc. | 22,778 | $1.88M | 1.00% | −97−0.4% | Reduced |
| Raleigh Capital Management Inc. | 22,873 | $1.88M | 0.73% | −402−1.7% | Reduced |
| Cape Investment Advisory, Inc. | 22,957 | $1.89M | 0.74% | +1,212+5.6% | Added |
| NBT Bank N A | 23,088 | $1.90M | 0.13% | −631−2.7% | Reduced |
| Southeast Asset Advisors Inc. | 23,097 | $1.90M | 0.23% | +1,450+6.7% | Added |
| D L Carlson Investment Group Inc | 23,367 | $1.92M | 0.34% | −50−0.2% | Reduced |
| Citizens National Bank Trust Department | 23,509 | $1.94M | 0.41% | −127−0.5% | Reduced |
| LBMC Investment Advisors, LLC | 23,528 | $1.94M | 0.15% | +30.0% | Added |
| ZWJ Investment Counsel Inc | 23,688 | $1.95M | 0.08% | +2,092+9.7% | Added |
| Linden Thomas Advisory Services, LLC | 23,725 | $1.95M | 0.25% | +13+0.1% | Added |
| Private Trust Co NA | 23,883 | $1.97M | 0.20% | −663−2.7% | Reduced |
| Inman Jager Wealth Management, LLC | 23,914 | $1.97M | 1.53% | +23,914 | New |
| Aigen Investment Management, LP | 23,980 | $1.97M | 0.35% | +23,980 | New |
| Siemens Fonds Invest GmbH | 24,186 | $1.99M | 0.21% | +15,391+175.0% | Added |
| Diversified Trust Co | 24,226 | $1.99M | 0.05% | −1,290−5.1% | Reduced |
| Assenagon Asset Management S.A. | 24,326 | $2.00M | 0.00% | −183,049−88.3% | Reduced |
| Trust Co of Vermont | 24,437 | $2.01M | 0.10% | −80.0% | Reduced |
| Stolper Co | 24,510 | $2.02M | 0.67% | +237+1.0% | Added |
| Principal Securities, Inc. | 24,544 | $2.02M | 0.05% | +1,277+5.5% | Added |
| Essex LLC | 24,624 | $2.03M | 0.43% | −2,257−8.4% | Reduced |
| Baillie Gifford & Co | 24,639 | $2.03M | 0.00% | +2,408+10.8% | Added |
| Gladstone Institutional Advisory LLC | 24,688 | $2.03M | 0.09% | −2,791−10.2% | Reduced |
| Measured Risk Portfolios, Inc. | 24,898 | $2.05M | 2.28% | +24,898 | New |
| We Are One Seven, LLC | 24,912 | $2.05M | 0.08% | +534+2.2% | Added |
| S.E.E.D. Planning Group LLC | 24,951 | $2.05M | 0.69% | −43−0.2% | Reduced |
| Old North State Trust, LLC | 24,984 | $2.06M | 1.31% | +2,684+12.0% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.06M | 0.17% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25,007 | $2.06M | 0.07% | +2,879+13.0% | Added |
| Verdence Capital Advisors LLC | 25,013 | $2.06M | 0.17% | +1,055+4.4% | Added |
| Capital Square, LLC | 24,800 | $2.07M | 1.18% | +953+4.0% | Added |
| Ascent Wealth Partners, LLC | 25,193 | $2.07M | 0.28% | +304+1.2% | Added |
| Bleakley Financial Group, LLC | 25,362 | $2.09M | 0.06% | +1,994+8.5% | Added |
| IHT Wealth Management, LLC | 25,495 | $2.10M | 0.07% | −2,544−9.1% | Reduced |
| Perigon Wealth Management, LLC | 25,256 | $2.12M | 0.05% | −462−1.8% | Reduced |
| Advanced Asset Management Advisors Inc | 25,805 | $2.12M | 0.56% | 00.0% | Unchanged |
| United Services Automobile Association | 25,835 | $2.13M | 0.07% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 27,640 | $2.14M | 0.86% | −11,190−28.8% | Reduced |
| John G Ullman & Associates Inc | 26,194 | $2.16M | 0.32% | +101+0.4% | Added |
| Vectors Research Management, LLC | 26,207 | $2.16M | 0.73% | +1,407+5.7% | Added |
| Argyle Capital Management Inc. | 26,271 | $2.16M | 0.85% | +825+3.2% | Added |
| TD Private Client Wealth LLC | 26,401 | $2.17M | 0.06% | −465−1.7% | Reduced |
| Miller Howard Investments Inc | 26,409 | $2.17M | 0.07% | +310+1.2% | Added |