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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 293 | $24.1K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 296 | $24.3K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $24.7K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $24.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 301 | $24.8K | 0.01% | +7+2.4% | Added |
| Retirement Wealth Solutions LLC | 310 | $25.2K | 0.02% | +310 | New |
| Pflug Koory, LLC | 306 | $25.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 313 | $25.8K | 0.02% | +2+0.6% | Added |
| Financial Perspectives, Inc | 313 | $25.8K | 0.01% | +57+22.3% | Added |
| Morton Brown Family Wealth, LLC | 314 | $25.8K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 317 | $26.1K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 319 | $26.3K | 0.01% | +319 | New |
| Your Advocates Ltd., LLP | 325 | $26.8K | 0.01% | −175−35.0% | Reduced |
| Pin Oak Investment Advisors Inc | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 340 | $28.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 346 | $28.0K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 343 | $28.2K | 0.01% | +343 | New |
| FSC Wealth Advisors, LLC | 344 | $28.3K | 0.02% | −6−1.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 345 | $28.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 350 | $28.8K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 350 | $28.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 350 | $28.8K | 0.01% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 370 | $30.5K | 0.03% | −171−31.6% | Reduced |
| McIlrath & Eck, LLC | 375 | $30.9K | 0.00% | −730−66.1% | Reduced |
| First Community Trust NA | 400 | $32.9K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 400 | $32.9K | 0.01% | +400 | New |
| Spectrum Wealth Counsel, LLC | 403 | $33.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 405 | $33.3K | 0.00% | −250−38.2% | Reduced |
| Strategic Investment Solutions, Inc. | 466 | $34.4K | 0.01% | −13−2.7% | Reduced |
| Perritt Capital Management Inc | 418 | $34.5K | 0.02% | +3+0.7% | Added |
| MB, Levis & Associates, LLC | 421 | $34.6K | 0.02% | +1+0.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 424 | $34.9K | 0.00% | +424 | New |
| Valley National Advisers Inc | 434 | $35.0K | 0.01% | +308+244.4% | Added |
| WFA Asset Management Corp | 429 | $35.3K | 0.02% | +197+84.9% | Added |
| JNBA Financial Advisors | 437 | $36.0K | 0.00% | −35−7.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 448 | $36.9K | 0.03% | +448 | New |
| Northwest Capital Management Inc | 449 | $37.0K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 450 | $37.0K | 0.02% | −200−30.8% | Reduced |
| Sierra Ocean, LLC | 470 | $38.7K | 0.03% | +470 | New |
| Sanctuary Wealth Management, L.L.C. | 477 | $39.3K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 498 | $41.0K | 0.00% | +188+60.6% | Added |
| GW&K Investment Management, LLC | 497 | $41.0K | 0.00% | +50+11.2% | Added |
| Compagnie Lombard Odier SCmA | 500 | $41.2K | 0.00% | −34,000−98.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $41.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $41.2K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 501 | $41.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 502 | $41.3K | 0.00% | +12+2.4% | Added |
| Tanglewood Legacy Advisors, LLC | 508 | $41.8K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 527 | $43.4K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 537 | $44.2K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 537 | $44.2K | 0.00% | +537 | New |
| Fourth Dimension Wealth, LLC | 150 | $44.7K | 0.02% | +150 | New |
| TruNorth Capital Management, LLC | 545 | $44.9K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 550 | $45.3K | 0.04% | +550 | New |
| Central Pacific Bank - Trust Division | 553 | $45.5K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 557 | $45.6K | 0.05% | −189−25.3% | Reduced |
| Transce3nd, LLC | 560 | $46.1K | 0.02% | +560 | New |
| Darwin Advisors, LLC | 569 | $46.8K | 0.02% | −437−43.4% | Reduced |
| SOA Wealth Advisors, LLC. | 580 | $47.8K | 0.01% | −98−14.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 588 | $48.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 599 | $49.0K | 0.03% | +149+33.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 617 | $50.8K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 622 | $51.2K | 0.03% | −95−13.2% | Reduced |
| Sachetta, LLC | 625 | $51.5K | 0.02% | −148−19.1% | Reduced |
| REAP Financial Group, LLC | 626 | $51.5K | 0.01% | +226+56.5% | Added |
| Cassady Schiller Wealth Management, LLC | 637 | $52.4K | 0.02% | +81+14.6% | Added |
| Piscataqua Savings Bank | 640 | $52.7K | 0.05% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 647 | $53.3K | 0.01% | +431+199.5% | Added |
| S&T Bank | 648 | $53.3K | 0.02% | +648 | New |
| Missouri Trust & Investment Co | 671 | $55.2K | 0.02% | +126+23.1% | Added |
| Canton Hathaway, LLC | 705 | $58.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 742 | $61.1K | 0.04% | −9−1.2% | Reduced |
| CNB Bank | 744 | $61.2K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 750 | $61.7K | 0.02% | +250+50.0% | Added |
| Quarry LP | 762 | $62.7K | 0.01% | +223+41.4% | Added |
| Global Trust Asset Management, LLC | 763 | $62.8K | 0.02% | +100+15.1% | Added |
| Leonteq Securities AG | 773 | $63.6K | 0.01% | −174−18.4% | Reduced |
| Addison Advisors LLC | 781 | $64.3K | 0.02% | −45−5.4% | Reduced |
| WPG Advisers, LLC | 781 | $64.3K | 0.06% | +781 | New |
| Vermillion & White Wealth Management Group, LLC | 789 | $65.0K | 0.05% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 800 | $65.9K | 0.04% | +800 | New |
| Pacific Capital Wealth Advisors, Inc | 815 | $67.1K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 824 | $67.8K | 0.02% | +7+0.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 870 | $71.0K | 0.05% | −725−45.5% | Reduced |
| Plato Investment Management Ltd | 876 | $72.4K | 0.01% | −2,916−76.9% | Reduced |
| Western Pacific Wealth Management, LP | 888 | $73.1K | 0.06% | +216+32.1% | Added |
| Richard W. Paul & Associates, LLC | 895 | $73.7K | 0.03% | +123+15.9% | Added |
| Hemington Wealth Management | 913 | $75.0K | 0.02% | +31+3.5% | Added |
| LRI Investments, LLC | 935 | $77.0K | 0.01% | −97−9.4% | Reduced |
| American Capital Advisory, LLC | 950 | $78.2K | 0.04% | −200−17.4% | Reduced |
| Capital Analysts, LLC | 1,000 | $82.0K | 0.00% | +476+90.8% | Added |
| Ameriflex Group, Inc. | 980 | $82.3K | 0.04% | +980 | New |
| Redwood Park Advisors LLC | 1,020 | $84.0K | 0.07% | +1,020 | New |
| Hazlett, Burt & Watson, Inc. | 1,033 | $84.0K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,031 | $84.9K | 0.11% | +1,031 | New |
| Birchbrook, Inc. | 1,032 | $85.0K | 0.05% | +632+158.0% | Added |
| Boyd Watterson Asset Management LLC | 1,036 | $85.3K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,056 | $86.9K | 0.04% | +4+0.4% | Added |
| Vision Financial Markets LLC | 1,068 | $87.9K | 0.09% | +1,068 | New |
| IAG Wealth Partners, LLC | 1,074 | $88.4K | 0.02% | +256+31.3% | Added |