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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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ4 2024: 2,126 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ4 2024: $61.4B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2024.

Institutions holding SO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tevis Investment Management0$00.00%−2,377−100.0%Sold out
Bank of Stockton0$00.00%−2,370−100.0%Sold out
Axecap Investments, LLC0$00.00%−2,358−100.0%Sold out
Sonata Capital Group Inc0$00.00%−2,325−100.0%Sold out
Noesis Capital Mangement Corp0$00.00%−2,320−100.0%Sold out
Pinkerton Retirement Specialists, LLC0$00.00%−2,320−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−2,305−100.0%Sold out
Sage Private Wealth Group, LLC0$00.00%−2,305−100.0%Sold out
Williamson Legacy Group, LLC0$00.00%−2,303−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−2,300−100.0%Sold out
Stonebridge Financial Planning Group, LLC0$00.00%−2,300−100.0%Sold out
AllGen Financial Advisors, Inc.0$00.00%−2,300−100.0%Sold out
Alamar Capital Management, LLC0$00.00%−2,298−100.0%Sold out
Patrick M Sweeney & Associates, Inc0$00.00%−2,293−100.0%Sold out
Taylor Hoffman Capital Management LLC0$00.00%−2,270−100.0%Sold out
Muirfield Wealth Advisors LLC0$00.00%−2,282−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−2,275−100.0%Sold out
Outlook Wealth Advisors, LLC0$00.00%−2,267−100.0%Sold out
Accel Wealth Management0$00.00%−2,266−100.0%Sold out
WealthShield Partners, LLC0$00.00%−2,254−100.0%Sold out
Robinson Smith Wealth Advisors LLC0$00.00%−2,254−100.0%Sold out
Bowman & Co S.C.0$00.00%−2,250−100.0%Sold out
Emprise Bank0$00.00%−2,248−100.0%Sold out
Northeast Investment Management0$00.00%−2,247−100.0%Sold out
Hanlon Investment Management, Inc.0$00.00%−2,237−100.0%Sold out
Braun-Bostich & Associates Inc.0$00.00%−2,234−100.0%Sold out
NorthStar Asset Management LLC0$00.00%−2,231−100.0%Sold out
Parkside Advisors LLC0$00.00%−2,228−100.0%Sold out
Founders Financial Alliance, LLC0$00.00%−2,195−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−1,678−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−1,147−100.0%Sold out
DAGCO, Inc.0$00.00%−1,000−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−865−100.0%Sold out
Rational Advisors LLC0$00.00%−518−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−464−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−459−100.0%Sold out
Operose Advisors LLC0$00.00%−409−100.0%Sold out
Claris Advisors, LLC0$00.00%−338−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−264−100.0%Sold out
Planned Solutions, Inc.0$00.00%−222−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−215−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−211−100.0%Sold out
TSFG, LLC0$00.00%−200−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−167−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−132−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−105−100.0%Sold out
Reston Wealth Management LLC0$00.00%−99−100.0%Sold out
Chilton Capital Management LLC0$00.00%−51−100.0%Sold out
WestEnd Advisors, LLC0$00.00%−15−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−13−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Raymond James Trust N.A.––––Not filed
Insight Folios Inc––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
First Personal Financial Services––––Not filed
SpiderRock Advisors, LLC––––Not filed
Planning Capital Management Corp––––Not filed
GYL Financial Synergies, LLC––––Not filed
Diversified, LLC––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
First Trust Investment Solutions L.P.––––Not filed
Kowal Investment Group, LLC––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed
9258 Wealth Management, LLC––––Not filed
Kingfisher Capital LLC––––Not filed
Naples Money Management LLC––––Not filed
Inscription Capital, LLC––––Not filed
Family Asset Management, LLC––––Not filed
Alera Investment Advisors, LLC––––Not filed
Sweet Financial Partners, LLC––––Not filed
Alpine Bank Wealth Management––––Not filed
M&R Capital Management Inc––––Not filed
New Potomac Partners, LLC––––Not filed
Northwest Investment Counselors, LLC––––Not filed
VitalStone Financial, LLC––––Not filed
WFA of San Diego, LLC––––Not filed
Peterson Financial Group, Inc.––––Not filed
Halpern Financial, Inc.––––Not filed
Annapolis Financial Services, LLC––––Not filed