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 |
|---|---|---|---|---|---|
| Ledgewood Wealth Advisors, LLC | 2,892 | $238.0K | 0.15% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,892 | $238.1K | 0.03% | −258−8.2% | Reduced |
| Onefund, LLC | 2,895 | $238.3K | 0.23% | +23+0.8% | Added |
| Gateway Investment Advisers LLC | 2,899 | $238.6K | 0.00% | −490−14.5% | Reduced |
| Byrne Financial Freedom, LLC | 2,901 | $238.8K | 0.11% | +2,901 | New |
| Intellus Advisors LLC | 2,902 | $238.9K | 0.04% | +2,902 | New |
| Buttonwood Financial Advisors Inc. | 2,905 | $239.1K | 0.11% | −539−15.7% | Reduced |
| Advyzon Investment Management, LLC | 2,910 | $239.6K | 0.09% | +2,910 | New |
| Forefront Wealth Management Inc. | 2,913 | $239.8K | 0.22% | +2,913 | New |
| Armis Advisers, LLC | 2,923 | $240.6K | 0.03% | +2,923 | New |
| Stephens Consulting, LLC | 2,925 | $240.8K | 0.06% | +513+21.3% | Added |
| Harvey Investment Co LLC | 2,926 | $241.0K | 0.03% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,929 | $241.1K | 0.04% | −250−7.9% | Reduced |
| Alteri Wealth LLC | 2,934 | $241.5K | 0.07% | +2,934 | New |
| Exchange Capital Management, Inc. | 2,934 | $241.5K | 0.04% | −100−3.3% | Reduced |
| Ipsen Advisor Group LLC | 2,941 | $242.1K | 0.21% | +2,941 | New |
| Joel Isaacson & Co., LLC | 2,950 | $242.8K | 0.01% | +14+0.5% | Added |
| Berkshire Bank | 2,952 | $243.0K | 0.06% | +185+6.7% | Added |
| Berry Wealth Group, LP | 2,953 | $243.1K | 0.18% | +14+0.5% | Added |
| M.E. Allison & Co., Inc. | 2,956 | $243.3K | 0.27% | +2,956 | New |
| Bank of New Hampshire | 2,968 | $244.3K | 0.06% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 2,973 | $244.8K | 0.24% | +28+1.0% | Added |
| Vermillion Wealth Management, Inc. | 2,979 | $245.2K | 0.13% | +2,979 | New |
| Gray Wealth Management Inc. | 2,988 | $246.0K | 0.09% | −8−0.3% | Reduced |
| Grandview Asset Management LLC | 2,989 | $246.0K | 0.09% | +2,989 | New |
| Wood Tarver Financial Group, LLC | 2,996 | $246.0K | 0.08% | +2,996 | New |
| First Financial Bankshares Inc | 2,993 | $246.4K | 0.01% | −151−4.8% | Reduced |
| CRA Financial Services, LLC | 2,999 | $246.9K | 0.04% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 3,000 | $247.0K | 0.13% | +634+26.8% | Added |
| Anchor Capital Advisors LLC | 3,000 | $247.0K | 0.01% | −100−3.2% | Reduced |
| Asset Management Advisors, LLC | 3,000 | $247.0K | 0.18% | 00.0% | Unchanged |
| KKM Financial LLC | 3,001 | $247.0K | 0.10% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,002 | $247.1K | 0.12% | 00.0% | Unchanged |
| Davis R M Inc | 3,006 | $247.4K | 0.00% | −230−7.1% | Reduced |
| PDS Planning, Inc | 3,021 | $248.7K | 0.02% | −696−18.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,021 | $248.7K | 0.08% | +10.0% | Added |
| Northwest Bancshares, Inc. | 3,027 | $249.2K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,029 | $249.4K | 0.06% | +18+0.6% | Added |
| Ironsides Asset Advisors, LLC | 3,030 | $249.4K | 0.07% | 00.0% | Unchanged |
| Gerber, LLC | 3,045 | $250.7K | 0.18% | +5+0.2% | Added |
| Argus Investors' Counsel, Inc. | 3,056 | $251.6K | 0.17% | +173+6.0% | Added |
| Barnett & Company, Inc. | 3,059 | $251.8K | 0.16% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 3,068 | $252.6K | 0.22% | −154−4.8% | Reduced |
| Sunpointe, LLC | 3,069 | $252.6K | 0.13% | +94+3.2% | Added |
| Savvy Advisors, Inc. | 3,070 | $252.7K | 0.03% | +666+27.7% | Added |
| Capital Planning Advisors, LLC | 3,079 | $253.5K | 0.04% | −5−0.2% | Reduced |
| Sapient Capital LLC | 3,083 | $253.8K | 0.00% | +33+1.1% | Added |
| AMG National Trust Bank | 3,088 | $254.5K | 0.01% | −2,158−41.1% | Reduced |
| Brendel Financial Advisors LLC | 3,100 | $255.0K | 0.15% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,107 | $255.8K | 0.05% | 00.0% | Unchanged |
| Blue Capital, Inc. | 3,107 | $255.8K | 0.18% | +3,107 | New |
| Wela Strategies, Inc. | 3,115 | $256.4K | 0.16% | −448−12.6% | Reduced |
| Cromwell Holdings LLC | 3,119 | $256.8K | 0.15% | 00.0% | Unchanged |
| Athena Investment Management | 3,123 | $257.1K | 0.15% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,128 | $257.5K | 0.04% | +42+1.4% | Added |
| Ardent Capital Management, Inc. | 3,129 | $257.6K | 0.12% | +29+0.9% | Added |
| Sivia Capital Partners, LLC | 3,131 | $257.7K | 0.13% | +383+13.9% | Added |
| KRS Capital Management, LLC | 3,133 | $257.9K | 0.18% | −299−8.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,139 | $258.4K | 0.19% | −484−13.4% | Reduced |
| Aurdan Capital Management, LLC | 3,139 | $258.4K | 0.10% | +3,139 | New |
| PFC Capital Group, Inc. | 3,150 | $259.0K | 0.13% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 3,150 | $259.0K | 0.04% | +500+18.9% | Added |
| Insigneo Advisory Services, LLC | 3,147 | $259.1K | 0.03% | −3,113−49.7% | Reduced |
| Compass Wealth Management LLC | 3,150 | $259.3K | 0.06% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,152 | $259.4K | 0.07% | +15+0.5% | Added |
| Rossmore Private Capital | 3,158 | $260.0K | 0.03% | −1,111−26.0% | Reduced |
| Princeton Global Asset Management LLC | 3,160 | $260.2K | 0.05% | −627−16.6% | Reduced |
| Keb Asset Management, LLC | 3,162 | $260.3K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,164 | $260.5K | 0.01% | +3,164 | New |
| Leigh Baldwin & Co., LLC | 3,169 | $260.9K | 0.22% | +3,169 | New |
| Twinbeech Capital LP | 3,171 | $261.0K | 0.00% | −14,783−82.3% | Reduced |
| Petros Family Wealth, LLC | 3,171 | $261.0K | 0.28% | +3,171 | New |
| Power Wealth Management LLC | 3,180 | $261.8K | 0.11% | +17+0.5% | Added |
| Searcy Financial Services Inc | 3,180 | $261.8K | 0.12% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,190 | $262.6K | 0.05% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 3,191 | $262.7K | 0.11% | +2+0.1% | Added |
| Lazari Capital Management, Inc. | 3,194 | $263.0K | 0.10% | +76+2.4% | Added |
| Sterling Investment Counsel, LLC | 3,199 | $263.3K | 0.17% | −8,399−72.4% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $263.4K | 0.03% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 3,141 | $263.7K | 0.23% | +10.0% | Added |
| Investment Advisory Services Inc | 3,208 | $264.1K | 0.09% | +234+7.9% | Added |
| Aster Capital Management (DIFC) Ltd | 3,230 | $265.9K | 0.10% | +3,230 | New |
| Royal Fund Management, LLC | 3,232 | $266.1K | 0.03% | −3,988−55.2% | Reduced |
| Chesapeake Wealth Management | 3,233 | $266.1K | 0.09% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,250 | $267.0K | 0.09% | +72+2.3% | Added |
| Sittner & Nelson, LLC | 3,246 | $267.2K | 0.12% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,247 | $267.5K | 0.05% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 3,257 | $268.1K | 0.03% | +635+24.2% | Added |
| Patriot Investment Management Inc. | 3,260 | $268.4K | 0.02% | −850−20.7% | Reduced |
| VeraBank, N.A. | 3,274 | $269.5K | 0.08% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,274 | $269.5K | 0.06% | +10.0% | Added |
| New Republic Capital, LLC | 3,278 | $269.9K | 0.18% | +43+1.3% | Added |
| WealthTrust Asset Management, LLC | 3,280 | $270.0K | 0.19% | +34+1.0% | Added |
| Cedar Mountain Advisors, LLC | 3,288 | $270.6K | 0.06% | +78+2.4% | Added |
| Summit Wealth Partners, LLC | 3,290 | $270.8K | 0.06% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 3,301 | $271.7K | 0.19% | +275+9.1% | Added |
| Soltis Investment Advisors LLC | 3,301 | $271.8K | 0.03% | +278+9.2% | Added |
| Pure Portfolios Holdings LLC | 3,312 | $272.6K | 0.10% | +4+0.1% | Added |
| Catalyst Financial Partners LLC | 3,313 | $272.7K | 0.05% | −123−3.6% | Reduced |
| Kaydan Wealth Management, Inc. | 3,317 | $273.1K | 0.09% | +162+5.1% | Added |