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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 94,493 | $7.78M | 0.08% | +19,410+25.9% | Added |
| Ronald Blue Trust, Inc. | 94,995 | $7.82M | 0.10% | +44,183+87.0% | Added |
| Keel Point, LLC | 95,699 | $7.88M | 0.63% | +812+0.9% | Added |
| Cornerstone Wealth Group, LLC | 96,068 | $7.91M | 0.65% | +3,078+3.3% | Added |
| ARS Wealth Advisors Group, LLC | 96,545 | $7.95M | 1.09% | −254−0.3% | Reduced |
| StoneX Group Inc. | 96,766 | $7.97M | 0.44% | +32,559+50.7% | Added |
| Guggenheim Capital LLC | 97,191 | $8.00M | 0.07% | −20,891−17.7% | Reduced |
| Avantax Advisory Services, Inc. | 97,989 | $8.07M | 0.05% | −1,729−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 121,904 | $8.07M | 0.03% | +20,201+19.9% | Added |
| Associated Banc-Corp | 98,029 | $8.07M | 0.24% | −591−0.6% | Reduced |
| Rothschild Investment LLC | 98,380 | $8.10M | 0.53% | −253−0.3% | Reduced |
| Visionary Wealth Advisors | 98,732 | $8.13M | 0.48% | +409+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 99,153 | $8.16M | 0.04% | +3,748+3.9% | Added |
| IFG Advisory, LLC | 99,360 | $8.18M | 0.46% | +5,096+5.4% | Added |
| Fiduciary Group LLC | 99,467 | $8.19M | 0.82% | −3,067−3.0% | Reduced |
| Advisors Management Group Inc | 99,677 | $8.21M | 1.94% | −1,058−1.1% | Reduced |
| Mizuho Markets Americas LLC | 100,000 | $8.23M | 0.16% | +100,000 | New |
| Lockheed Martin Investment Management Co | 100,050 | $8.24M | 0.33% | −19,060−16.0% | Reduced |
| Azimuth Capital Investment Management LLC | 100,415 | $8.27M | 0.32% | +1,545+1.6% | Added |
| Executive Wealth Management, LLC | 102,859 | $8.47M | 0.66% | +23,050+28.9% | Added |
| Principle Wealth Partners LLC | 102,907 | $8.47M | 0.59% | +3,829+3.9% | Added |
| Blair William & Co | 103,227 | $8.50M | 0.02% | −1,055−1.0% | Reduced |
| Mizuho Securities USA LLC | 103,846 | $8.55M | 0.16% | +32,943+46.5% | Added |
| TCTC Holdings, LLC | 105,732 | $8.70M | 0.31% | −202−0.2% | Reduced |
| Core Alternative Capital | 106,304 | $8.75M | 1.83% | −5,119−4.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 107,449 | $8.85M | 0.14% | −750−0.7% | Reduced |
| Fifth Third Bancorp | 107,487 | $8.85M | 0.03% | +211+0.2% | Added |
| RFG Advisory, LLC | 107,741 | $8.87M | 0.25% | −3,244−2.9% | Reduced |
| Capital Fund Management S.A. | 108,405 | $8.92M | 0.09% | +108,405 | New |
| Arkadios Wealth Advisors | 109,008 | $8.97M | 0.49% | +5,013+4.8% | Added |
| AustralianSuper Pty Ltd | 109,130 | $8.98M | 0.04% | +109,130 | New |
| Employees Retirement System of Texas | 109,404 | $9.01M | 0.08% | −12,027−9.9% | Reduced |
| Voloridge Investment Management, LLC | 109,417 | $9.01M | 0.03% | +109,417 | New |
| Pacer Advisors, Inc. | 110,558 | $9.10M | 0.02% | −15,627−12.4% | Reduced |
| JustInvest LLC | 110,759 | $9.12M | 0.14% | +6,228+6.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 110,199 | $9.12M | 0.10% | +3,664+3.4% | Added |
| Private Advisor Group, LLC | 110,887 | $9.13M | 0.05% | +351+0.3% | Added |
| Ossiam | 112,562 | $9.27M | 0.16% | +112,562 | New |
| Kanawha Capital Management LLC | 112,934 | $9.30M | 0.73% | +2,568+2.3% | Added |
| King Luther Capital Management Corp | 113,108 | $9.31M | 0.04% | +7,955+7.6% | Added |
| Tudor Investment Corp Et Al | 113,145 | $9.31M | 0.10% | +113,145 | New |
| Atria Wealth Solutions, Inc. | 113,338 | $9.33M | 0.10% | +7,390+7.0% | Added |
| Fisher Asset Management, LLC | 114,289 | $9.41M | 0.00% | +5,928+5.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 114,083 | $9.44M | 0.11% | +39,074+52.1% | Added |
| Hudson Bay Capital Management LP | 116,137 | $9.56M | 0.06% | −143,863−55.3% | Reduced |
| Aventail Capital Group, LP | 117,692 | $9.69M | 0.51% | +67,692+135.4% | Added |
| Fairvoy Private Wealth, LLC | 117,822 | $9.70M | 2.58% | +117,822 | New |
| Alerus Financial NA | 119,153 | $9.81M | 0.75% | +127+0.1% | Added |
| Signature Wealth Management Group | 120,074 | $9.88M | 3.97% | −4,249−3.4% | Reduced |
| RWC Asset Management LLP | 120,483 | $9.92M | 0.50% | +120,483 | New |
| Exchange Traded Concepts, LLC | 121,098 | $9.97M | 0.20% | +6,688+5.8% | Added |
| Bell Bank | 121,812 | $10.0M | 0.75% | +13,113+12.1% | Added |
| Atria Investments LLC | 121,902 | $10.0M | 0.12% | −3,790−3.0% | Reduced |
| Squarepoint Ops LLC | 122,440 | $10.1M | 0.03% | −45,018−26.9% | Reduced |
| Rafferty Asset Management, LLC | 123,011 | $10.1M | 0.04% | −2,985−2.4% | Reduced |
| Pinnacle Associates Ltd | 123,370 | $10.2M | 0.14% | +3,806+3.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 123,466 | $10.2M | 0.02% | +16,433+15.4% | Added |
| State of Alaska, Department of Revenue | 124,949 | $10.3M | 0.11% | −18,631−13.0% | Reduced |
| Keybank National Association | 125,996 | $10.4M | 0.04% | −217−0.2% | Reduced |
| QRG Capital Management, Inc. | 127,025 | $10.5M | 0.11% | +3,191+2.6% | Added |
| Jamison Private Wealth Management, Inc. | 127,388 | $10.5M | 1.55% | +1,759+1.4% | Added |
| Advisory Services Network, LLC | 128,123 | $10.5M | 0.20% | +5,500+4.5% | Added |
| ING Groep NV | 128,907 | $10.6M | 0.07% | +126,307+4,858.0% | Added |
| Pinnacle Financial Partners Inc | 129,537 | $10.8M | 0.22% | −26,328−16.9% | Reduced |
| Mutual of America Capital Management LLC | 131,239 | $10.8M | 0.12% | −3,385−2.5% | Reduced |
| Allianz Asset Management GmbH | 131,307 | $10.8M | 0.02% | +28,783+28.1% | Added |
| Rockland Trust Co | 131,619 | $10.8M | 0.55% | −2,309−1.7% | Reduced |
| Pathstone Holdings, LLC | 131,677 | $10.8M | 0.05% | +2,467+1.9% | Added |
| Janus Henderson Group PLC | 131,814 | $10.9M | 0.01% | +10,481+8.6% | Added |
| Sagefield Capital LP | 132,820 | $10.9M | 1.19% | +15,527+13.2% | Added |
| Biondo Investment Advisors, LLC | 133,358 | $11.0M | 1.51% | +1,213+0.9% | Added |
| Wealthfront Advisers LLC | 133,543 | $11.0M | 0.03% | +27,998+26.5% | Added |
| Nissay Asset Management Corp | 133,854 | $11.1M | 0.07% | +757+0.6% | Added |
| Capital & Planning, LLC | 135,538 | $11.2M | 8.16% | +135,538 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 136,531 | $11.2M | 0.03% | +117,834+630.2% | Added |
| CIBC Private Wealth Group, LLC | 137,823 | $11.4M | 0.02% | −3,218−2.3% | Reduced |
| Klingenstein Fields & Co LP | 139,400 | $11.5M | 0.46% | +100.0% | Added |
| Independent Advisor Alliance | 139,919 | $11.5M | 0.15% | +5,725+4.3% | Added |
| CCM Investment Advisers LLC | 140,419 | $11.6M | 1.28% | −110−0.1% | Reduced |
| Stephens Inc | 140,754 | $11.6M | 0.16% | −118,666−45.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 143,761 | $11.8M | 0.04% | +6,021+4.4% | Added |
| Vestcor Inc | 143,869 | $11.8M | 0.39% | +12,495+9.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 145,808 | $12.0M | 0.13% | +114,628+367.6% | Added |
| Moody Lynn & Lieberson, LLC | 146,326 | $12.0M | 0.74% | −15,213−9.4% | Reduced |
| Foundations Investment Advisors, LLC | 146,632 | $12.1M | 0.23% | +41,631+39.6% | Added |
| Public Employees Retirement Association of Colorado | 146,672 | $12.1M | 0.05% | −4,627−3.1% | Reduced |
| New York Life Investment Management LLC | 146,798 | $12.1M | 0.12% | +1,431+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 148,752 | $12.2M | 0.13% | +5,836+4.1% | Added |
| Bragg Financial Advisors, Inc | 149,724 | $12.3M | 0.50% | −145−0.1% | Reduced |
| Allworth Financial LP | 152,335 | $12.6M | 0.07% | +119,475+363.6% | Added |
| CIBC World Markets Inc. | 152,739 | $12.6M | 0.03% | +95,175+165.3% | Added |
| Xponance, Inc. | 154,537 | $12.7M | 0.12% | +5,618+3.8% | Added |
| Commerce Bank | 155,310 | $12.8M | 0.08% | +4,321+2.9% | Added |
| Nisa Investment Advisors, LLC | 155,968 | $12.8M | 0.05% | +10,139+7.0% | Added |
| Benjamin Edwards Inc | 156,186 | $12.9M | 0.18% | +3,511+2.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 157,000 | $12.9M | 0.11% | +45,500+40.8% | Added |
| Steward Partners Investment Advisory, LLC | 158,974 | $13.1M | 0.12% | +11,203+7.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 159,658 | $13.1M | 0.13% | +159,658 | New |
| Bank of Nova Scotia | 161,073 | $13.3M | 0.02% | +21,150+15.1% | Added |
| Yousif Capital Management, LLC | 161,125 | $13.3M | 0.15% | −2,867−1.7% | Reduced |