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 |
|---|---|---|---|---|---|
| Strategic Financial Concepts, LLC | 3,320 | $273.3K | 0.05% | +562+20.4% | Added |
| Willis Johnson & Associates, Inc. | 3,329 | $274.0K | 0.02% | −800−19.4% | Reduced |
| FDx Advisors, Inc. | 3,342 | $275.0K | 0.08% | −224−6.3% | Reduced |
| DF Dent & Co Inc | 3,341 | $275.0K | 0.00% | −15−0.4% | Reduced |
| Financial Harvest, LLC | 3,345 | $275.4K | 0.23% | +3,345 | New |
| Mallini Complete Financial Planning LLC | – | $275.8K | 0.26% | – | New |
| Analyst IMS Investment Management Services Ltd. | 3,357 | $276.0K | 0.01% | −2,097−38.4% | Reduced |
| Zullo Investment Group, Inc. | 3,362 | $276.8K | 0.11% | −113−3.3% | Reduced |
| Boyar Asset Management Inc. | 3,365 | $277.0K | 0.18% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 3,372 | $277.6K | 0.06% | +9+0.3% | Added |
| Strathmore Capital Advisors, Inc. | 3,386 | $278.7K | 0.20% | +3,386 | New |
| Eagle Wealth Strategies LLC | 3,394 | $279.4K | 0.20% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,402 | $280.0K | 0.07% | +170+5.3% | Added |
| Ethos Financial Group, LLC | 3,402 | $280.0K | 0.04% | +1,093+47.3% | Added |
| Colonial Trust Co | 3,418 | $281.4K | 0.04% | −426−11.1% | Reduced |
| Satovsky Asset Management LLC | 3,419 | $281.4K | 0.06% | +29+0.9% | Added |
| Aspen Grove Capital, LLC | 3,422 | $281.8K | 0.06% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,424 | $281.9K | 0.00% | −1,687−33.0% | Reduced |
| Private Portfolio Partners LLC | 3,435 | $282.8K | 0.05% | +18+0.5% | Added |
| Philip James Wealth Mangement, LLC | 3,444 | $283.5K | 0.04% | −150−4.2% | Reduced |
| Beck Mack & Oliver LLC | 3,450 | $284.0K | 0.01% | −450−11.5% | Reduced |
| Wedgewood Investors Inc | 3,450 | $284.0K | 0.33% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,453 | $284.3K | 0.00% | +625+22.1% | Added |
| WealthBridge Capital Management, LLC | 3,460 | $284.8K | 0.08% | 00.0% | Unchanged |
| May Hill Capital, LLC | 3,467 | $285.4K | 0.11% | +3,467 | New |
| Merriman Wealth Management, LLC | 3,468 | $285.5K | 0.01% | +71+2.1% | Added |
| Premier Path Wealth Partners, LLC | 3,469 | $285.6K | 0.04% | +11+0.3% | Added |
| Zhang Financial LLC | 3,476 | $286.1K | 0.02% | −599−14.7% | Reduced |
| Hall Capital Management Co Inc | 3,497 | $287.9K | 0.13% | +3,497 | New |
| New Hampshire Trust | 3,498 | $288.0K | 0.06% | −71−2.0% | Reduced |
| St. Louis Trust Co | 3,500 | $288.1K | 0.04% | 00.0% | Unchanged |
| Rithm Capital Corp. | 3,500 | $288.1K | 1.17% | +3,500 | New |
| Investment Planning Advisors, Inc. | 3,502 | $288.3K | 0.13% | +346+11.0% | Added |
| Annex Advisory Services, LLC | 3,504 | $288.5K | 0.01% | +977+38.7% | Added |
| Enclave Advisors LLC | 3,512 | $289.1K | 0.05% | −60−1.7% | Reduced |
| Symmetry Partners, LLC | 3,516 | $289.5K | 0.04% | +3,516 | New |
| Wealth Management Nebraska | 3,531 | $290.7K | 0.05% | +3,531 | New |
| Stanley-Laman Group, Ltd. | 3,534 | $290.9K | 0.04% | +288+8.9% | Added |
| Quotient Wealth Partners, LLC | 3,538 | $291.2K | 0.01% | +78+2.3% | Added |
| Spectrum Wealth Advisory Group, LLC | 3,542 | $291.6K | 0.14% | +3,542 | New |
| Fortitude Advisory Group L.L.C. | 3,544 | $291.8K | 0.18% | −16−0.4% | Reduced |
| Proficio Capital Partners LLC | 3,547 | $292.0K | 0.02% | +1,282+56.6% | Added |
| VSM Wealth Advisory, LLC | 3,547 | $292.0K | 0.10% | +3,547 | New |
| Glass Wealth Management Co LLC | 3,565 | $293.5K | 0.16% | 00.0% | Unchanged |
| Willis Investment Counsel | 3,567 | $293.6K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,578 | $294.5K | 0.04% | +1,127+46.0% | Added |
| Uniting Wealth Partners, LLC | 3,583 | $295.0K | 0.14% | +3,583 | New |
| Tyler-Stone Wealth Management | 3,588 | $295.4K | 0.05% | +2+0.1% | Added |
| First Citizens Financial Corp | 3,592 | $295.7K | 0.16% | +100+2.9% | Added |
| Integris Wealth Management, LLC | 3,600 | $296.4K | 0.08% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,608 | $297.0K | 0.11% | +84+2.4% | Added |
| Lloyd Advisory Services, LLC. | 3,621 | $298.0K | 0.14% | −119−3.2% | Reduced |
| King Wealth | 3,637 | $299.0K | 0.04% | +54+1.5% | Added |
| Cooper Financial Group | 3,639 | $299.5K | 0.04% | +37+1.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,640 | $299.6K | 0.14% | −150−4.0% | Reduced |
| Morris Financial Concepts, Inc. | 3,646 | $300.1K | 0.13% | +340+10.3% | Added |
| OMNI 360 Wealth, Inc. | 3,648 | $300.3K | 0.20% | −282−7.2% | Reduced |
| IFC Advisors LLC | 3,650 | $300.5K | 0.07% | +3,650 | New |
| Woodard & Co Asset Management Group Inc | 3,670 | $302.1K | 0.07% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,672 | $302.3K | 0.04% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 3,673 | $302.4K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,684 | $303.3K | 0.02% | −1,652−31.0% | Reduced |
| Stonebridge Capital Advisors LLC | 3,686 | $303.4K | 0.02% | +36+1.0% | Added |
| Latitude Advisors, LLC | 3,690 | $303.7K | 0.17% | −356−8.8% | Reduced |
| Kingdom Financial Group LLC. | 3,693 | $304.0K | 0.21% | +10+0.3% | Added |
| Ellis Investment Partners, LLC | 3,698 | $304.4K | 0.06% | −193−5.0% | Reduced |
| Sovran Advisors, LLC | 3,719 | $305.1K | 0.04% | +3,719 | New |
| Fusion Capital, LLC | 3,710 | $305.4K | 0.12% | −166−4.3% | Reduced |
| Fortis Advisors, LLC | 3,725 | $306.6K | 0.20% | +1,400+60.2% | Added |
| Platform Technology Partners | 3,727 | $306.8K | 0.09% | +299+8.7% | Added |
| Optiver Holding B.V. | 3,733 | $307.3K | 0.01% | +890+31.3% | Added |
| SIMA Wealth Partners, LLC | 3,749 | $308.7K | 0.26% | +3,749 | New |
| Colonial River Wealth Management, LLC | 3,750 | $308.7K | 0.15% | −483−11.4% | Reduced |
| Jentner Corp | 3,759 | $309.4K | 0.09% | −1,201−24.2% | Reduced |
| Washington Trust Co | 3,760 | $309.5K | 0.01% | −1,025−21.4% | Reduced |
| Geller Advisors LLC | 3,791 | $312.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 3,795 | $312.4K | 0.06% | +10.0% | Added |
| Genesis Private Wealth, LLC | 3,796 | $312.5K | 0.17% | +3,796 | New |
| Plancorp, LLC | 3,800 | $312.8K | 0.01% | −109−2.8% | Reduced |
| Auxano Advisors, LLC | 3,801 | $312.9K | 0.08% | +243+6.8% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $313.0K | 0.09% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 3,808 | $313.5K | 0.14% | −165−4.2% | Reduced |
| O'Brien Greene & Co. Inc | 3,821 | $314.5K | 0.10% | +71+1.9% | Added |
| Klingman & Associates, LLC | 3,839 | $316.0K | 0.02% | +218+6.0% | Added |
| FLC Capital Advisors | 3,840 | $316.1K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,843 | $316.4K | 0.03% | +5+0.1% | Added |
| MBM Wealth Consultants, LLC | 3,861 | $316.8K | 0.09% | +255+7.1% | Added |
| Cabot Wealth Management Inc | 3,855 | $317.3K | 0.04% | 00.0% | Unchanged |
| Narwhal Capital Management | 3,859 | $317.7K | 0.03% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,864 | $318.1K | 0.18% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,864 | $318.1K | 0.01% | −752−16.3% | Reduced |
| First American Trust, FSB | 3,869 | $318.5K | 0.03% | +3,869 | New |
| Peak Asset Management, LLC | 3,870 | $318.6K | 0.06% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,880 | $319.4K | 0.17% | −15−0.4% | Reduced |
| Financial Advisors, LLC | 3,881 | $319.5K | 0.06% | +3,881 | New |
| Douglass Winthrop Advisors, LLC | 3,881 | $319.5K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,903 | $321.0K | 0.17% | +3,903 | New |
| Palumbo Wealth Management LLC | 3,910 | $321.9K | 0.12% | +29+0.7% | Added |
| Oxford Financial Group Ltd | 3,915 | $322.3K | 0.02% | +25+0.6% | Added |
| Byrne Asset Management LLC | – | $323.1K | 0.23% | – | – |