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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 1,104 | $90.9K | 0.04% | −19−1.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,102 | $91.0K | 0.01% | +1+0.1% | Added |
| Quest 10 Wealth Builders, Inc. | 1,124 | $92.5K | 0.09% | +1,124 | New |
| TD Capital Management LLC | 1,141 | $93.9K | 0.01% | +5+0.4% | Added |
| Bruce G. Allen Investments, LLC | 1,154 | $95.0K | 0.08% | −12−1.0% | Reduced |
| Wintrust Investments LLC | 1,163 | $95.0K | 0.08% | −141−10.8% | Reduced |
| Roble, Belko & Company, Inc | 1,154 | $95.0K | 0.02% | +1,154 | New |
| Avion Wealth | 1,175 | $96.0K | 0.02% | +994+549.2% | Added |
| Whittier Trust Co | 1,191 | $98.0K | 0.00% | −19−1.6% | Reduced |
| Proffitt & Goodson Inc | 1,197 | $98.5K | 0.02% | +15+1.3% | Added |
| Knights of Columbus Asset Advisors LLC | 1,200 | $98.8K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,216 | $100.1K | 0.01% | −52−4.1% | Reduced |
| Beacon Capital Management, LLC | 1,223 | $100.7K | 0.01% | −146−10.7% | Reduced |
| Versant Capital Management, Inc | 1,262 | $103.9K | 0.02% | +329+35.3% | Added |
| SRS Capital Advisors, Inc. | 1,263 | $104.0K | 0.01% | +851+206.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $104.5K | 0.03% | +358+39.3% | Added |
| Roxbury Financial LLC | 1,173 | $104.6K | 0.10% | +1,173 | New |
| Main Street Group, LTD | 1,273 | $104.8K | 0.04% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 1,275 | $105.0K | 0.10% | +1,275 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,293 | $106.4K | 0.02% | +200+18.3% | Added |
| Dunhill Financial, LLC | 1,316 | $108.3K | 0.05% | +479+57.2% | Added |
| Ruedi Wealth Management, Inc. | 1,329 | $109.4K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 1,330 | $109.5K | 0.08% | +1,330 | New |
| PrairieView Partners, LLC | 1,347 | $110.0K | 0.01% | −1,653−55.1% | Reduced |
| Millstone Evans Group, LLC | 1,357 | $111.7K | 0.08% | +1,357 | New |
| Oarsman Capital, Inc. | 1,434 | $118.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $119.4K | 0.06% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,451 | $119.4K | 0.10% | −907,302−99.8% | Reduced |
| Webster Bank, N. A. | 1,462 | $120.4K | 0.01% | +177+13.8% | Added |
| Financial Management Professionals, Inc. | 1,466 | $120.7K | 0.02% | −7−0.5% | Reduced |
| American National Bank | 1,468 | $120.8K | 0.01% | −49−3.2% | Reduced |
| Barrett & Company, Inc. | 1,486 | $122.3K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $123.5K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,523 | $125.4K | 0.00% | +1,523 | New |
| Acropolis Investment Management, LLC | 1,547 | $127.3K | 0.01% | −200−11.4% | Reduced |
| Bogart Wealth, LLC | 1,561 | $128.5K | 0.01% | +13+0.8% | Added |
| S.A. Mason LLC | 1,588 | $130.7K | 0.07% | +5+0.3% | Added |
| Deseret Mutual Benefit Administrators | 1,618 | $133.2K | 0.07% | −30−1.8% | Reduced |
| Olistico Wealth, LLC | 1,636 | $134.7K | 0.08% | +36+2.3% | Added |
| MV Capital Management, Inc. | 1,641 | $135.1K | 0.01% | −6−0.4% | Reduced |
| Community Bank, N.A. | 1,650 | $135.8K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,673 | $137.7K | 0.02% | +4+0.2% | Added |
| Greenline Partners, LLC | 1,677 | $138.1K | 0.02% | +1,677 | New |
| Silvant Capital Management LLC | 1,727 | $142.2K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,761 | $145.0K | 0.01% | +1,761 | New |
| Continuum Advisory, LLC | 1,780 | $146.5K | 0.02% | −235−11.7% | Reduced |
| Creative Financial Designs Inc | 1,793 | $147.6K | 0.01% | −499−21.8% | Reduced |
| Anderson Financial Strategies, LLC | 1,795 | $147.8K | 0.09% | +1,795 | New |
| Catalyst Capital Advisors LLC | 1,814 | $149.3K | 0.00% | +1,814 | New |
| Manchester Capital Management LLC | 1,823 | $150.1K | 0.02% | −13−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,827 | $150.4K | 0.01% | +87+5.0% | Added |
| Ransom Advisory, Ltd | 1,866 | $153.6K | 0.07% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,703 | $154.4K | 0.08% | +1,703 | New |
| Riverview Trust Co | 1,889 | $155.5K | 0.14% | +7+0.4% | Added |
| MCF Advisors LLC | 1,891 | $155.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,915 | $157.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,931 | $159.0K | 0.21% | −79−3.9% | Reduced |
| PFG Private Wealth Management, LLC | 1,932 | $159.0K | 0.09% | +31+1.6% | Added |
| Caitong International Asset Management Co., Ltd | 1,933 | $159.1K | 0.16% | +1,933 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,017 | $166.1K | 0.06% | +15+0.7% | Added |
| Indiana Trust & Investment Management CO | 2,060 | $169.6K | 0.06% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 2,081 | $170.6K | 0.00% | +2,081 | New |
| Salomon & Ludwin, LLC | 2,075 | $170.8K | 0.02% | −100−4.6% | Reduced |
| TFC Financial Management | 2,108 | $173.5K | 0.03% | +110+5.5% | Added |
| CVA Family Office, LLC | 2,124 | $174.8K | 0.03% | +86+4.2% | Added |
| ORG Partners LLC | 2,150 | $177.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,151 | $177.1K | 0.09% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $177.4K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 2,006 | $178.8K | 0.13% | 00.0% | Unchanged |
| Coastline Trust Co | 2,180 | $179.5K | 0.02% | −1,899−46.6% | Reduced |
| Gen-Wealth Partners Inc | 2,186 | $180.0K | 0.08% | −512−19.0% | Reduced |
| DT Investment Partners, LLC | 2,201 | $181.2K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,238 | $184.2K | 0.12% | −41,224−94.9% | Reduced |
| Hager Investment Management Services, LLC | 2,259 | $186.0K | 0.12% | +2,259 | New |
| Harvest Fund Management Co., Ltd | 2,279 | $188.0K | 0.01% | +2,159+1,799.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,312 | $190.3K | 0.05% | −2,113−47.8% | Reduced |
| HC Advisors, LLC | 2,327 | $191.6K | 0.15% | −1,410−37.7% | Reduced |
| Cornerstone Planning Group LLC | 2,238 | $193.6K | 0.05% | +9+0.4% | Added |
| Sawyer & Company, Inc | 2,354 | $194.0K | 0.07% | −846−26.4% | Reduced |
| William B. Walkup & Associates, Inc. | 2,358 | $194.1K | 0.12% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,400 | $197.6K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,406 | $198.1K | 0.05% | +2,406 | New |
| Live Oak Investment Partners | – | $199.4K | 0.15% | – | – |
| Liberty Capital Management, Inc. | 2,430 | $200.0K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,431 | $200.2K | 0.04% | +18+0.7% | Added |
| Birch Financial Group, LLC | 2,435 | $200.5K | 0.23% | +2,435 | New |
| waypoint wealth counsel | 2,435 | $200.5K | 0.13% | +80+3.4% | Added |
| Verus Capital Partners, LLC | 2,445 | $201.3K | 0.02% | +123+5.3% | Added |
| Santori & Peters | 2,449 | $201.6K | 0.08% | +18+0.7% | Added |
| Tompkins Financial Corp | 2,455 | $202.1K | 0.02% | −90−3.5% | Reduced |
| Jacobsen Capital Management | 2,457 | $202.3K | 0.09% | +13+0.5% | Added |
| Glassy Mountain Advisors, Inc. | 2,464 | $202.8K | 0.07% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,465 | $202.9K | 0.04% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 2,466 | $203.0K | 0.17% | +2,466 | New |
| Forbes J M & Co LLP | 2,472 | $203.5K | 0.02% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 2,474 | $203.7K | 0.08% | +2,474 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 2,480 | $204.2K | 0.07% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 2,480 | $204.2K | 0.18% | +2,480 | New |
| Revolve Wealth Partners, LLC | 2,483 | $204.4K | 0.03% | −396−13.8% | Reduced |
| Per Stirling Capital Management, LLC. | 2,486 | $204.6K | 0.03% | +17+0.7% | Added |