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 |
|---|---|---|---|---|---|
| Fiduciary Alliance LLC | 26,548 | $2.19M | 0.22% | +16,071+153.4% | Added |
| Tyche Wealth Partners LLC | 26,576 | $2.19M | 0.46% | −328−1.2% | Reduced |
| Ethic Inc. | 26,576 | $2.19M | 0.04% | +7,608+40.1% | Added |
| Kavar Capital Partners Group, LLC | 26,943 | $2.22M | 0.37% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 27,043 | $2.23M | 0.07% | +1,442+5.6% | Added |
| PFG Investments, LLC | 27,163 | $2.24M | 0.14% | −354−1.3% | Reduced |
| Stamos Capital Partners, L.P. | 27,260 | $2.24M | 0.53% | +4,550+20.0% | Added |
| Smith Chas P & Associates Pa Cpas | 27,268 | $2.24M | 0.13% | +216+0.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 27,340 | $2.25M | 0.38% | +287+1.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,390 | $2.25M | 0.09% | −1,360−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 27,468 | $2.26M | 0.13% | +550+2.0% | Added |
| Centaurus Financial, Inc. | 27,491 | $2.26M | 0.14% | −546−1.9% | Reduced |
| Equitable Trust Co | 27,492 | $2.26M | 0.13% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 27,737 | $2.28M | 0.17% | +146+0.5% | Added |
| Financial Advisory Service, Inc. | 27,962 | $2.30M | 0.19% | +1,077+4.0% | Added |
| Hilltop National Bank | 28,074 | $2.31M | 0.69% | +526+1.9% | Added |
| TFG Advisers LLC | 28,360 | $2.33M | 0.84% | +156+0.6% | Added |
| Harbour Trust & Investment Management Co | 28,462 | $2.34M | 0.27% | −1,266−4.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,570 | $2.35M | 0.35% | +73+0.3% | Added |
| Mechanics Bank Trust Department | 28,575 | $2.35M | 0.31% | −335−1.2% | Reduced |
| Greenleaf Trust | 28,704 | $2.36M | 0.02% | −1,442−4.8% | Reduced |
| Proequities, Inc. | 28,766 | $2.37M | 0.13% | −190−0.7% | Reduced |
| Empowered Funds, LLC | 28,936 | $2.38M | 0.03% | +5,894+25.6% | Added |
| Leo Wealth, LLC | 28,949 | $2.38M | 0.21% | +3,405+13.3% | Added |
| Harbor Capital Advisors, Inc. | 29,063 | $2.39M | 0.10% | +886+3.1% | Added |
| Diversified Enterprises, LLC | 29,186 | $2.40M | 0.23% | +200+0.7% | Added |
| Broadwater Capital Management LLC | 29,358 | $2.42M | 1.85% | −99−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 29,381 | $2.42M | 0.82% | +993+3.5% | Added |
| Pullen Investment Management, LLC | 29,662 | $2.44M | 1.59% | −301−1.0% | Reduced |
| Marshall Financial Group LLC | 29,810 | $2.45M | 0.59% | −1,368−4.4% | Reduced |
| Naviter Wealth, LLC | 29,820 | $2.45M | 0.30% | +5,337+21.8% | Added |
| Old Port Advisors | 29,830 | $2.46M | 0.71% | +944+3.3% | Added |
| Fulton Bank, N.A. | 29,903 | $2.46M | 0.09% | +267+0.9% | Added |
| Clarkston Capital Partners, LLC | 30,000 | $2.47M | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.47M | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 30,020 | $2.47M | 0.17% | −2,368−7.3% | Reduced |
| Regal Investment Advisors LLC | 30,117 | $2.48M | 0.19% | +1,689+5.9% | Added |
| TownSquare Capital, LLC | 30,166 | $2.48M | 0.03% | +3,636+13.7% | Added |
| Sowell Financial Services LLC | 30,209 | $2.49M | 0.13% | +4,015+15.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 30,270 | $2.49M | 0.23% | +313+1.0% | Added |
| Rahlfs Capital, LLC | 30,295 | $2.49M | 2.47% | +30,295 | New |
| South State Corp. | 30,446 | $2.51M | 0.16% | +89+0.3% | Added |
| XTX Topco Ltd | 30,480 | $2.51M | 0.21% | +30,480 | New |
| Buckingham Strategic Partners | 30,541 | $2.51M | 0.04% | +6,501+27.0% | Added |
| Callan Family Office, LLC | 30,543 | $2.51M | 0.16% | +25,912+559.5% | Added |
| J.W. Cole Advisors, Inc. | 30,602 | $2.52M | 0.10% | +403+1.3% | Added |
| Hayek Kallen Investment Management | 30,638 | $2.52M | 0.92% | −685−2.2% | Reduced |
| Biltmore Family Office, LLC | 30,772 | $2.53M | 0.43% | +75+0.2% | Added |
| apricus wealth, LLC | 30,840 | $2.54M | 1.65% | −450−1.4% | Reduced |
| Holderness Investments Co | 30,951 | $2.55M | 0.56% | −69−0.2% | Reduced |
| Texas Yale Capital Corp. | 30,970 | $2.55M | 0.10% | −301−1.0% | Reduced |
| Bank of Hawaii | 31,178 | $2.57M | 0.14% | −200−0.6% | Reduced |
| KCM Investment Advisors LLC | 31,226 | $2.57M | 0.09% | −2,512−7.4% | Reduced |
| CoreCap Advisors, LLC | 31,321 | $2.58M | 0.12% | +21,897+232.4% | Added |
| Campbell & CO Investment Adviser LLC | 31,582 | $2.60M | 0.20% | +31,582 | New |
| Oakworth Capital, Inc. | 31,633 | $2.60M | 0.18% | −16,982−34.9% | Reduced |
| Leelyn Smith, LLC | 31,673 | $2.61M | 0.46% | −359−1.1% | Reduced |
| Rockline Wealth Management, LLC | 31,727 | $2.61M | 0.70% | +1,832+6.1% | Added |
| Great Lakes Retirement, Inc. | 31,966 | $2.63M | 0.34% | −50−0.2% | Reduced |
| New Age Alpha Advisors, LLC | 31,969 | $2.63M | 0.11% | +31,776+16,464.2% | Added |
| FCG Investment Co | 32,001 | $2.63M | 1.60% | +5,090+18.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32,042 | $2.64M | 1.49% | −2,277−6.6% | Reduced |
| Hartford Financial Management Inc. | 32,200 | $2.65M | 0.54% | −189−0.6% | Reduced |
| Robbins Farley LLC | 32,335 | $2.66M | 1.30% | −743−2.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 32,360 | $2.66M | 0.08% | +4,723+17.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.67M | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32,452 | $2.67M | 0.08% | +203+0.6% | Added |
| Coastal Bridge Advisors, LLC | 32,508 | $2.68M | 0.67% | +122+0.4% | Added |
| Allstate Corp | 32,614 | $2.68M | 0.08% | +32,614 | New |
| GWN Securities Inc. | 32,202 | $2.69M | 0.72% | +32,202 | New |
| Nicholas Hoffman & Company, LLC. | 32,694 | $2.69M | 0.11% | −229−0.7% | Reduced |
| Bank Ozk | 32,756 | $2.70M | 1.12% | +2,192+7.2% | Added |
| Adalta Capital Management LLC | 32,794 | $2.70M | 1.41% | +3,450+11.8% | Added |
| Pettyjohn, Wood & White, Inc | 32,996 | $2.72M | 0.50% | −1,784−5.1% | Reduced |
| Cushing Asset Management, LP | 33,000 | $2.72M | 0.18% | −12,000−26.7% | Reduced |
| Mutual Advisors, LLC | 32,783 | $2.75M | 0.08% | +4,443+15.7% | Added |
| Waterloo Capital, L.P. | 33,435 | $2.75M | 0.29% | −439−1.3% | Reduced |
| First National Trust Co | 33,506 | $2.76M | 0.10% | +130.0% | Added |
| Johnson Investment Counsel Inc | 33,544 | $2.76M | 0.03% | +1,022+3.1% | Added |
| Kingsview Wealth Management, LLC | 34,362 | $2.83M | 0.06% | +1,102+3.3% | Added |
| IMC-Chicago, LLC | 34,371 | $2.83M | 0.08% | +34,371 | New |
| Greenland Capital Management LP | 34,600 | $2.85M | 0.57% | +34,600 | New |
| McRae Capital Management Inc | 34,632 | $2.85M | 0.56% | −500−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,790 | $2.86M | 0.06% | +134+0.4% | Added |
| Everence Capital Management Inc | 34,801 | $2.87M | 0.19% | −6,890−16.5% | Reduced |
| Lantz Financial LLC | 35,393 | $2.91M | 0.78% | +54+0.2% | Added |
| Forte Capital LLC | 35,546 | $2.93M | 0.33% | +279+0.8% | Added |
| Woodmont Investment Counsel LLC | 35,656 | $2.94M | 0.22% | −167−0.5% | Reduced |
| Bokf, NA | 36,404 | $2.96M | 0.05% | −237−0.6% | Reduced |
| Change Path, LLC | 35,968 | $2.96M | 0.09% | +4,136+13.0% | Added |
| Nomura Holdings Inc | 36,104 | $2.97M | 0.02% | +33,842+1,496.1% | Added |
| Entropy Technologies, LP | 36,549 | $3.01M | 0.31% | +29,070+388.7% | Added |
| Family Legacy, Inc. | 36,338 | $3.02M | 1.02% | −50−0.1% | Reduced |
| Concord Asset Management, LLC | 36,693 | $3.02M | 0.66% | +3,012+8.9% | Added |
| Empirical Finance, LLC | 36,920 | $3.04M | 0.18% | −469−1.3% | Reduced |
| First National Advisers, LLC | 37,193 | $3.06M | 0.50% | +2,256+6.5% | Added |
| Daymark Wealth Partners, LLC | 37,292 | $3.07M | 0.13% | +356+1.0% | Added |
| Two Sigma Advisers, LP | 37,400 | $3.08M | 0.01% | +37,400 | New |
| Eisler Capital Management Ltd. | 37,608 | $3.09M | 0.10% | +37,608 | New |
| First National Bank of Omaha | 37,735 | $3.11M | 0.20% | −2,076−5.2% | Reduced |