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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 59,436 | $4.89M | 0.13% | +59,436 | New |
| Baugh & Associates, LLC | 61,490 | $4.91M | 2.54% | −30.0% | Reduced |
| Schnieders Capital Management LLC | 60,524 | $4.98M | 0.99% | +320+0.5% | Added |
| Merit Financial Group, LLC | 60,532 | $4.98M | 0.09% | +18,809+45.1% | Added |
| Goelzer Investment Management, Inc. | 60,552 | $4.98M | 0.29% | −1,746−2.8% | Reduced |
| Man Group plc | 61,004 | $5.02M | 0.02% | −130,781−68.2% | Reduced |
| Shilanski & Associates, Inc. | 61,266 | $5.04M | 1.62% | +77+0.1% | Added |
| American Trust Investment Advisors, LLC | 61,299 | $5.05M | 2.07% | +1,787+3.0% | Added |
| Parkside Investments, LLC | 61,755 | $5.08M | 0.76% | +13,485+27.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 61,821 | $5.09M | 0.05% | +2,412+4.1% | Added |
| Vident Advisory, LLC | 62,130 | $5.12M | 0.09% | +33,628+118.0% | Added |
| Kestra Private Wealth Services, LLC | 62,752 | $5.17M | 0.09% | +7,316+13.2% | Added |
| Lumbard & Kellner, LLC | 63,035 | $5.19M | 2.23% | −2,907−4.4% | Reduced |
| Buckhead Capital Management LLC | 63,374 | $5.22M | 1.67% | −187−0.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 63,906 | $5.26M | 0.42% | +1,000+1.6% | Added |
| Cornerstone Capital, Inc. | 63,964 | $5.27M | 0.55% | −4,593−6.7% | Reduced |
| Equitable Holdings, Inc. | 64,084 | $5.28M | 0.05% | +11,533+21.9% | Added |
| Lifeworks Advisors, LLC | 64,326 | $5.30M | 0.96% | +58,769+1,057.6% | Added |
| Umb Bank N A | 64,348 | $5.30M | 0.08% | −1,111−1.7% | Reduced |
| Moors & Cabot, Inc. | 64,456 | $5.31M | 0.25% | +1,412+2.2% | Added |
| Sequoia Financial Advisors, LLC | 65,182 | $5.37M | 0.05% | +10,999+20.3% | Added |
| Concurrent Investment Advisors, LLC | 65,734 | $5.41M | 0.15% | −14,349−17.9% | Reduced |
| Woodline Partners LP | 65,800 | $5.42M | 0.04% | +65,800 | New |
| Community Bank & Trust, Waco, Texas | 66,229 | $5.45M | 1.26% | −159−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 66,948 | $5.51M | 0.12% | +3,456+5.4% | Added |
| NEOS Investment Management LLC | 67,000 | $5.52M | 0.13% | +16,076+31.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 67,682 | $5.57M | 1.17% | +2,223+3.4% | Added |
| Hartford Investment Management Co | 67,767 | $5.58M | 0.18% | −1,140−1.7% | Reduced |
| Telos Capital Management, Inc. | 68,055 | $5.60M | 0.60% | +1,365+2.0% | Added |
| Voleon Capital Management LP | 68,129 | $5.61M | 0.42% | +68,129 | New |
| Capital Research Global Investors | 69,126 | $5.69M | 0.00% | −2,308,980−97.1% | Reduced |
| Carson Advisory Inc. | 69,406 | $5.71M | 3.97% | −1,301−1.8% | Reduced |
| City Holding Co | 69,428 | $5.71M | 0.81% | +495+0.7% | Added |
| Oppenheimer & Co Inc | 69,608 | $5.73M | 0.09% | −591−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 69,845 | $5.75M | 0.07% | +6,137+9.6% | Added |
| Simmons Bank | 69,850 | $5.75M | 0.42% | +2,053+3.0% | Added |
| Tower Research Capital LLC (TRC) | 69,986 | $5.76M | 0.11% | +6,178+9.7% | Added |
| South Dakota Investment Council | 70,483 | $5.80M | 0.12% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 70,807 | $5.83M | 0.05% | +181+0.3% | Added |
| Jackson Hole Capital Partners, LLC | 72,397 | $5.96M | 1.20% | −657−0.9% | Reduced |
| Capital Investment Counsel, LLC | 72,452 | $5.96M | 1.00% | −649−0.9% | Reduced |
| Spirepoint Private Client, LLC | 72,543 | $5.97M | 0.75% | +4,973+7.4% | Added |
| BFSG, LLC | 72,621 | $5.98M | 0.70% | −1,183−1.6% | Reduced |
| UniSuper Management Pty Ltd | 72,752 | $5.99M | 0.04% | +16,846+30.1% | Added |
| Apollon Wealth Management, LLC | 72,895 | $6.00M | 0.14% | +16,228+28.6% | Added |
| Morgan Dempsey Capital Management LLC | 73,373 | $6.04M | 2.43% | −7,329−9.1% | Reduced |
| Carret Asset Management, LLC | 73,724 | $6.07M | 0.66% | −152−0.2% | Reduced |
| Naples Global Advisors, LLC | 73,869 | $6.08M | 0.57% | +53+0.1% | Added |
| Coldstream Capital Management Inc | 73,999 | $6.09M | 0.13% | +401+0.5% | Added |
| National Asset Management, Inc. | 74,315 | $6.12M | 0.20% | −3,728−4.8% | Reduced |
| Coston, McIsaac & Partners | 74,386 | $6.12M | 1.81% | −1,917−2.5% | Reduced |
| Americana Partners, LLC | 74,484 | $6.13M | 0.25% | +3,784+5.4% | Added |
| Kentucky Retirement Systems | 75,139 | $6.19M | 0.18% | −1,035−1.4% | Reduced |
| Quantitative Investment Management, LLC | 75,446 | $6.21M | 0.47% | +75,446 | New |
| Millennium Management LLC | 75,460 | $6.21M | 0.01% | +29,385+63.8% | Added |
| Anchor Investment Management, LLC | 76,321 | $6.28M | 0.59% | −631−0.8% | Reduced |
| Cullinan Associates Inc | 76,814 | $6.32M | 0.41% | −54,885−41.7% | Reduced |
| Old Point Trust & Financial Services N A | 77,003 | $6.34M | 2.22% | +160+0.2% | Added |
| Royal London Asset Management Ltd | 78,028 | $6.42M | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 78,139 | $6.43M | 0.04% | +1,030+1.3% | Added |
| Albion Financial Group | 78,310 | $6.45M | 0.44% | −760−1.0% | Reduced |
| Weiss Asset Management LP | 78,610 | $6.47M | 0.15% | +78,610 | New |
| TD Waterhouse Canada Inc. | 78,697 | $6.48M | 0.05% | +3,603+4.8% | Added |
| Foster Victor Wealth Advisors, LLC | 77,493 | $6.50M | 0.50% | +3,580+4.8% | Added |
| MainStreet Investment Advisors LLC | 79,044 | $6.51M | 0.91% | −1,180−1.5% | Reduced |
| GF Fund Management Co. Ltd. | 79,471 | $6.54M | 0.14% | +79,471 | New |
| Prudential PLC | 79,505 | $6.54M | 0.03% | +31,530+65.7% | Added |
| GLOBALT Investments LLC | 79,510 | $6.55M | 0.25% | −1,230−1.5% | Reduced |
| Aull & Monroe Investment Management Corp | 79,669 | $6.56M | 3.34% | −3,446−4.1% | Reduced |
| United Capital Financial Advisers, LLC | 79,854 | $6.57M | 0.06% | −4,489−5.3% | Reduced |
| Neuberger Berman Group LLC | 79,928 | $6.58M | 0.01% | +7,539+10.4% | Added |
| Cornerstone Advisors, LLC | 80,000 | $6.59M | 0.26% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 80,293 | $6.61M | 0.49% | −4,610−5.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 80,976 | $6.67M | 0.06% | −220−0.3% | Reduced |
| Sky Investment Group LLC | 81,749 | $6.73M | 1.23% | +757+0.9% | Added |
| Metis Global Partners, LLC | 81,991 | $6.75M | 0.20% | +3,791+4.8% | Added |
| Elo Mutual Pension Insurance Co | 82,122 | $6.76M | 0.14% | +82,122 | New |
| Central Trust Co | 83,336 | $6.86M | 0.17% | +2,775+3.4% | Added |
| Prospera Financial Services Inc | 83,506 | $6.88M | 0.16% | +4,272+5.4% | Added |
| Massmutual Trust Co FSB | 84,049 | $6.92M | 0.19% | −3,007−3.5% | Reduced |
| Brookstone Capital Management | 85,140 | $7.01M | 0.10% | −9,252−9.8% | Reduced |
| Chronos Wealth Management, LLC | 85,436 | $7.03M | 3.59% | +1,050+1.2% | Added |
| Intech Investment Management LLC | 85,441 | $7.03M | 0.07% | +40,249+89.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 85,624 | $7.05M | 0.36% | +3,029+3.7% | Added |
| First PREMIER Bank | 85,687 | $7.05M | 1.80% | −810−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 86,590 | $7.13M | 0.08% | −913−1.0% | Reduced |
| KBC Group NV | 86,766 | $7.14M | 0.02% | +1,175+1.4% | Added |
| Edgemoor Investment Advisors, Inc. | 86,809 | $7.15M | 0.63% | −2,954−3.3% | Reduced |
| Thrivent Financial for Lutherans | 85,566 | $7.15M | 0.01% | +5,281+6.6% | Added |
| Gulf International Bank (UK) Ltd | 87,155 | $7.17M | 0.18% | −702−0.8% | Reduced |
| Thomasville National Bank | 87,224 | $7.18M | 0.52% | −3,229−3.6% | Reduced |
| Windle Wealth, LLC | 88,301 | $7.27M | 4.02% | +1,642+1.9% | Added |
| Glenmede Trust Co NA | 89,388 | $7.36M | 0.04% | +17,756+24.8% | Added |
| Am Investment Strategies LLC | 89,441 | $7.36M | 1.79% | +8,261+10.2% | Added |
| Davenport & Co LLC | 90,260 | $7.43M | 0.04% | +4,134+4.8% | Added |
| Jones Financial Companies LLLP | 92,175 | $7.59M | 0.01% | +35,103+61.5% | Added |
| Advocate Group LLC | 93,007 | $7.66M | 1.44% | −1,391−1.5% | Reduced |
| Hantz Financial Services, Inc. | 93,157 | $7.67M | 0.13% | −4,720−4.8% | Reduced |
| Oregon Public Employees Retirement Fund | 93,910 | $7.73M | 0.14% | +241+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 94,033 | $7.74M | 0.62% | +2,111+2.3% | Added |