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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 38,000 | $3.13M | 0.01% | +38,000 | New |
| Dearborn Partners LLC | 38,184 | $3.14M | 0.13% | −208−0.5% | Reduced |
| JPL Wealth Management, LLC | 38,350 | $3.16M | 0.90% | +38,350 | New |
| Wills Financial Group, Inc. | 38,365 | $3.16M | 1.36% | +8,347+27.8% | Added |
| Avantax Planning Partners, Inc. | 38,619 | $3.18M | 0.11% | +1,535+4.1% | Added |
| Alberta Investment Management Corp | 38,700 | $3.19M | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 38,758 | $3.19M | 0.13% | −58,134−60.0% | Reduced |
| Peapack Gladstone Financial Corp | 39,072 | $3.22M | 0.05% | −150.0% | Reduced |
| Argent Trust Co | 39,156 | $3.22M | 0.13% | −228−0.6% | Reduced |
| HighPoint Advisor Group LLC | 37,338 | $3.23M | 0.18% | −539−1.4% | Reduced |
| Sovereign Financial Group, Inc. | 39,372 | $3.24M | 0.74% | −540−1.4% | Reduced |
| OneAscent Wealth Management LLC | 39,448 | $3.25M | 1.34% | +9,218+30.5% | Added |
| Cary Street Partners Financial LLC | 39,785 | $3.28M | 0.11% | +39,785 | New |
| Concord Wealth Partners | 40,161 | $3.31M | 0.54% | +2,052+5.4% | Added |
| LongView Wealth Management | 40,678 | $3.35M | 1.02% | +140.0% | Added |
| TrueWealth Advisors, LLC | 40,897 | $3.37M | 1.12% | −123−0.3% | Reduced |
| Canandaigua National Bank & Trust Co | 41,062 | $3.38M | 0.33% | −943−2.2% | Reduced |
| Providence Capital Advisors, LLC | 41,073 | $3.38M | 0.69% | +120+0.3% | Added |
| Mainstay Capital Management LLC | 41,217 | $3.39M | 0.52% | +514+1.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,330 | $3.40M | 0.36% | +180.0% | Added |
| Park Avenue Securities LLC | 41,401 | $3.41M | 0.04% | −12,663−23.4% | Reduced |
| Resources Investment Advisors, LLC. | 41,731 | $3.44M | 0.04% | −813−1.9% | Reduced |
| Reaves W H & Co Inc | 41,745 | $3.44M | 0.09% | −26−0.1% | Reduced |
| Capital Group Private Client Services, Inc. | 41,761 | $3.44M | 0.03% | −112,893−73.0% | Reduced |
| Woodstock Corp | 41,823 | $3.44M | 0.33% | +2,040+5.1% | Added |
| Ameritas Investment Partners, Inc. | 42,015 | $3.46M | 0.11% | −344−0.8% | Reduced |
| Great Lakes Advisors, LLC | 42,094 | $3.47M | 0.03% | +1,308+3.2% | Added |
| Essex Financial Services, Inc. | 42,188 | $3.47M | 0.25% | +1,566+3.9% | Added |
| RSM US Wealth Management LLC | 42,178 | $3.47M | 0.05% | −1,743−4.0% | Reduced |
| SG Americas Securities, LLC | 42,301 | $3.48M | 0.02% | −243,548−85.2% | Reduced |
| Norinchukin Bank, The | 42,857 | $3.53M | 0.07% | +1,146+2.7% | Added |
| Bailard, Inc. | 43,501 | $3.58M | 0.09% | +4,394+11.2% | Added |
| Waters Parkerson & Co., LLC | 43,904 | $3.61M | 0.19% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 43,911 | $3.61M | 1.39% | −41−0.1% | Reduced |
| FORA Capital, LLC | 43,918 | $3.62M | 0.41% | +43,918 | New |
| Patrick Mauro Investment Advisor, INC. | 44,136 | $3.63M | 2.08% | +4,225+10.6% | Added |
| L & S Advisors Inc | 44,155 | $3.63M | 0.40% | +18,160+69.9% | Added |
| Rench Wealth Management, Inc. | 44,425 | $3.66M | 1.25% | +35+0.1% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $3.70M | 0.46% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 45,300 | $3.73M | 0.13% | −97,810−68.3% | Reduced |
| Neo Ivy Capital Management | 45,360 | $3.73M | 0.75% | +45,360 | New |
| Palisade Asset Management, LLC | 45,394 | $3.74M | 0.38% | 00.0% | Unchanged |
| Omers Administration Corp | 45,661 | $3.76M | 0.03% | +7,768+20.5% | Added |
| Morton Community Bank | 45,740 | $3.77M | 0.99% | +490+1.1% | Added |
| Apollon Financial, LLC | 45,817 | $3.77M | 0.93% | +45,817 | New |
| Level Four Advisory Services, LLC | 45,845 | $3.77M | 0.15% | +598+1.3% | Added |
| Main Street Financial Solutions, LLC | 46,118 | $3.80M | 0.37% | −7,675−14.3% | Reduced |
| Hengehold Capital Management LLC | 46,479 | $3.83M | 0.36% | +47+0.1% | Added |
| Bessemer Group Inc | 46,501 | $3.83M | 0.01% | +766+1.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 46,710 | $3.85M | 0.19% | +502+1.1% | Added |
| Brown Advisory Inc | 47,517 | $3.91M | 0.00% | +2,500+5.6% | Added |
| Shorepoint Capital Partners LLC | 47,761 | $3.93M | 0.90% | +1,623+3.5% | Added |
| AE Wealth Management LLC | 47,956 | $3.95M | 0.03% | −3,237−6.3% | Reduced |
| Nepsis, Inc. | 48,089 | $3.96M | 1.05% | −1,091−2.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 48,376 | $3.98M | 0.75% | −1,293−2.6% | Reduced |
| Farmers Trust Co | 48,383 | $3.98M | 0.74% | +11,605+31.6% | Added |
| Signaturefd, LLC | 48,760 | $4.01M | 0.08% | +85+0.2% | Added |
| Birmingham Capital Management Co Inc | 48,775 | $4.02M | 1.49% | −1,900−3.7% | Reduced |
| First Bank & Trust | 48,894 | $4.02M | 0.77% | −4,752−8.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 48,947 | $4.03M | 0.06% | −10,050−17.0% | Reduced |
| Bremer Bank National Association | 48,973 | $4.03M | 0.80% | −1,543−3.1% | Reduced |
| Laurel Wealth Advisors LLC | 49,156 | $4.05M | 0.63% | +924+1.9% | Added |
| Alpine Woods Capital Investors, LLC | 49,187 | $4.05M | 0.77% | +7,928+19.2% | Added |
| Tokio Marine Asset Management Co Ltd | 49,253 | $4.05M | 0.14% | +417+0.9% | Added |
| Advisors Asset Management, Inc. | 49,401 | $4.07M | 0.07% | +1,640+3.4% | Added |
| All Terrain Financial Advisors, LLC | 49,436 | $4.07M | 1.58% | +942+1.9% | Added |
| Pathway Financial Advisers, LLC | 50,185 | $4.13M | 1.39% | −922−1.8% | Reduced |
| Greatmark Investment Partners, Inc. | 50,224 | $4.13M | 0.56% | +2,590+5.4% | Added |
| Montag A & Associates Inc | 50,363 | $4.15M | 0.20% | +447+0.9% | Added |
| Money Concepts Capital Corp | 50,824 | $4.18M | 0.31% | +553+1.1% | Added |
| Wesbanco Bank Inc | 52,025 | $4.28M | 0.15% | +255+0.5% | Added |
| New Mexico Educational Retirement Board | 52,087 | $4.29M | 0.14% | −1,400−2.6% | Reduced |
| Ieq Capital, LLC | 52,181 | $4.30M | 0.04% | −15,943−23.4% | Reduced |
| Meridian Wealth Management, LLC | 52,259 | $4.30M | 0.20% | +749+1.5% | Added |
| Kentucky Trust Co | 52,617 | $4.33M | 2.55% | +52,617 | New |
| Global Wealth Management Investment Advisory, Inc. | 53,294 | $4.39M | 0.90% | +995+1.9% | Added |
| Wealthcare Advisory Partners LLC | 53,852 | $4.43M | 0.12% | −1,254−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 54,218 | $4.46M | 0.20% | +904+1.7% | Added |
| Trajan Wealth LLC | 54,494 | $4.49M | 0.25% | +1,269+2.4% | Added |
| Clearstead Advisors, LLC | 55,431 | $4.56M | 0.07% | −797−1.4% | Reduced |
| Griffith & Werner, Inc. | 55,463 | $4.57M | 3.01% | +55,463 | New |
| United Bank | 55,656 | $4.58M | 1.94% | +4,032+7.8% | Added |
| Clearbridge Investments, LLC | 55,980 | $4.61M | 0.00% | −1,968−3.4% | Reduced |
| Sigma Planning Corp | 56,012 | $4.61M | 0.14% | −3,240−5.5% | Reduced |
| First Citizens Bank & Trust Co | 56,121 | $4.62M | 0.08% | −1,427−2.5% | Reduced |
| Zions Bancorporation, N.A. | 56,344 | $4.64M | 0.29% | +6,187+12.3% | Added |
| Panagora Asset Management Inc | 56,899 | $4.68M | 0.02% | +16,132+39.6% | Added |
| Csenge Advisory Group | 56,901 | $4.68M | 0.25% | +29+0.1% | Added |
| Virginia Wealth Management Group, Inc. | 57,079 | $4.70M | 2.91% | +320+0.6% | Added |
| Summit Financial, LLC | 57,668 | $4.75M | 0.17% | +6,483+12.7% | Added |
| Railway Pension Investments Ltd | 57,700 | $4.75M | 0.06% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 58,601 | $4.82M | 1.24% | +3,590+6.5% | Added |
| Resolution Capital Ltd | 58,652 | $4.83M | 0.09% | +8,505+17.0% | Added |
| Maryland State Retirement & Pension System | 58,699 | $4.83M | 0.10% | −4,456−7.1% | Reduced |
| Nordea Investment Management AB | 58,881 | $4.84M | 0.01% | +1,816+3.2% | Added |
| Securian Asset Management, Inc | 58,888 | $4.85M | 0.14% | −1,586−2.6% | Reduced |
| Louisiana State Employees Retirement System | 58,900 | $4.85M | 0.09% | −2,700−4.4% | Reduced |
| Bridge Creek Capital Management LLC | 58,913 | $4.85M | 1.49% | −375−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 58,941 | $4.85M | 0.07% | −6,688−10.2% | Reduced |
| Profund Advisors LLC | 59,179 | $4.87M | 0.18% | −6,784−10.3% | Reduced |