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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 3,929 | $323.4K | 0.05% | −170−4.1% | Reduced |
| Bourne Lent Asset Management Inc | 3,931 | $323.6K | 0.12% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,963 | $326.2K | 0.01% | +2,137+117.0% | Added |
| Financial Enhancement Group LLC | 3,985 | $326.3K | 0.05% | +3,985 | New |
| Paces Ferry Wealth Advisors, LLC | 3,963 | $326.3K | 0.16% | +11+0.3% | Added |
| Institute for Wealth Management, LLC. | 3,984 | $328.0K | 0.04% | −10.0% | Reduced |
| Signal Advisors Wealth, LLC | 3,985 | $328.0K | 0.04% | −138−3.3% | Reduced |
| Huntleigh Advisors, Inc. | 3,989 | $328.4K | 0.07% | +3,989 | New |
| Pinnacle Bancorp, Inc. | 3,999 | $329.2K | 0.11% | −110−2.7% | Reduced |
| Alps Advisors Inc | 4,000 | $329.3K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,000 | $329.3K | 0.13% | 00.0% | Unchanged |
| Oakland Financial Corp | 4,000 | $329.3K | 3.77% | +4,000 | New |
| Fagan Associates, Inc. | 4,011 | $330.2K | 0.05% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,016 | $330.6K | 0.02% | +128+3.3% | Added |
| Nikulski Financial, Inc. | 4,023 | $331.2K | 0.10% | +368+10.1% | Added |
| Transcend Wealth Collective, LLC | 4,024 | $331.3K | 0.02% | −428−9.6% | Reduced |
| Marietta Investment Partners LLC | 4,028 | $331.6K | 0.07% | +4,028 | New |
| Mogy Joel R Investment Counsel Inc | 4,033 | $332.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,045 | $332.0K | 0.00% | +1,068+35.9% | Added |
| ESL Trust Services, LLC | 4,043 | $332.8K | 0.07% | +4,000+9,302.3% | Added |
| Trinity Financial Advisors LLC | 4,056 | $332.8K | 0.13% | +421+11.6% | Added |
| ICONIQ Capital, LLC | 4,045 | $333.0K | 0.01% | +960+31.1% | Added |
| Hanson & Doremus Investment Management | 4,061 | $334.0K | 0.05% | −400−9.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,075 | $335.5K | 0.08% | +4,075 | New |
| Drake & Associates, LLC | 3,967 | $335.5K | 0.10% | −387−8.9% | Reduced |
| ASB Consultores, LLC | 4,078 | $335.7K | 0.14% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,081 | $335.9K | 0.20% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,083 | $336.1K | 0.03% | +476+13.2% | Added |
| Coppell Advisory Solutions LLC | 4,088 | $336.8K | 0.05% | +194+5.0% | Added |
| Turning Point Benefit Group, Inc. | 4,119 | $337.2K | 0.32% | +4,119 | New |
| SageView Advisory Group, LLC | 4,099 | $337.5K | 0.01% | +1,311+47.0% | Added |
| Sentry LLC | 4,123 | $339.4K | 0.07% | −2,994−42.1% | Reduced |
| Thompson Investment Management, Inc. | 4,130 | $340.0K | 0.05% | −314−7.1% | Reduced |
| Driehaus Capital Management LLC | 4,144 | $341.1K | 0.00% | −2,249−35.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,156 | $342.1K | 0.01% | −640−13.3% | Reduced |
| Bedel Financial Consulting, Inc. | 4,080 | $342.1K | 0.05% | −23−0.6% | Reduced |
| Trilogy Capital Inc. | 4,158 | $342.3K | 0.02% | −146−3.4% | Reduced |
| Agp Franklin, LLC | 4,164 | $342.8K | 0.21% | +4,164 | New |
| Level Wealth Management LLC | 4,172 | $343.4K | 0.24% | +4,172 | New |
| Garde Capital, Inc. | 4,174 | $344.0K | 0.02% | +4,174 | New |
| Brandywine Oak Private Wealth LLC | 4,179 | $344.0K | 0.03% | +17+0.4% | Added |
| Asset Dedication, LLC | 4,179 | $344.0K | 0.03% | −5,427−56.5% | Reduced |
| Appleton Partners Inc | 4,196 | $345.0K | 0.03% | −24−0.6% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $346.0K | 0.06% | −500−10.6% | Reduced |
| Hodges Capital Management Inc. | 4,200 | $346.0K | 0.02% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,204 | $346.1K | 0.08% | −120−2.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,209 | $346.5K | 0.04% | −86−2.0% | Reduced |
| Tobam | 4,213 | $347.0K | 0.11% | −727−14.7% | Reduced |
| 1st Source Bank | 4,223 | $347.6K | 0.02% | +94+2.3% | Added |
| Independence Bank of Kentucky | 4,230 | $348.2K | 0.05% | −40−0.9% | Reduced |
| GEM Asset Management, LLC | 4,230 | $348.2K | 0.19% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 4,232 | $348.3K | 0.36% | +4,232 | New |
| Keynote Financial Services LLC | 4,238 | $348.9K | 0.27% | −425−9.1% | Reduced |
| Catalina Capital Group, LLC | 4,242 | $349.2K | 0.11% | +475+12.6% | Added |
| Southland Equity Partners LLC | 4,244 | $349.4K | 0.08% | −273−6.0% | Reduced |
| Semmax Financial Advisors Inc. | 4,038 | $350.4K | 0.09% | +30+0.7% | Added |
| Syverson Strege & Co | 4,264 | $351.0K | 0.12% | +117+2.8% | Added |
| Armstrong, Fleming & Moore, Inc | 4,270 | $351.5K | 0.21% | +391+10.1% | Added |
| Firestone Capital Management | 4,280 | $352.3K | 0.09% | −3,244−43.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,307 | $354.6K | 0.05% | +258+6.4% | Added |
| Cutter & CO Brokerage, Inc. | 4,308 | $354.6K | 0.09% | −6−0.1% | Reduced |
| Trust Co of the South | 4,309 | $354.7K | 0.07% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 4,312 | $355.0K | 0.28% | −384−8.2% | Reduced |
| Mindset Wealth Management, LLC | 4,313 | $355.0K | 0.13% | +244+6.0% | Added |
| Brown, Lisle/Cummings, Inc. | 4,313 | $355.1K | 0.11% | +656+17.9% | Added |
| Wealthspan Partners, LLC | 4,332 | $356.6K | 0.17% | −52−1.2% | Reduced |
| Trust Co of Toledo NA | 4,335 | $356.9K | 0.05% | −301−6.5% | Reduced |
| Univest Financial Corp | 4,340 | $357.3K | 0.02% | −150−3.3% | Reduced |
| Hummer Financial Advisory Services Inc | 4,350 | $358.1K | 0.28% | −200−4.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,355 | $358.5K | 0.01% | +36+0.8% | Added |
| STAR Financial Bank | 4,367 | $359.5K | 0.26% | −700−13.8% | Reduced |
| OneAscent Family Office, LLC | 4,370 | $360.0K | 0.65% | +4,370 | New |
| TCI Wealth Advisors, Inc. | 4,374 | $360.1K | 0.03% | −5−0.1% | Reduced |
| Severin Investments, LLC | 4,422 | $364.0K | 0.36% | +4,422 | New |
| Crews Bank & Trust | 4,425 | $364.3K | 0.06% | +4,425 | New |
| Bey-Douglas LLC | 4,430 | $364.6K | 0.31% | +132+3.1% | Added |
| SNS Financial Group, LLC | 4,430 | $364.7K | 0.04% | −26−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,435 | $365.1K | 0.03% | +385+9.5% | Added |
| KMG Fiduciary Partners, LLC | 4,439 | $365.4K | 0.03% | −15−0.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,448 | $366.2K | 0.03% | +4+0.1% | Added |
| Drive Wealth Management, LLC | 4,456 | $366.8K | 0.09% | +444+11.1% | Added |
| Investment House LLC | 4,458 | $367.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,463 | $367.4K | 0.00% | +7+0.2% | Added |
| Campion Asset Management LLC | 4,474 | $368.3K | 0.28% | −266−5.6% | Reduced |
| Orca Wealth Management, LLC | 4,478 | $368.6K | 0.33% | +4,478 | New |
| Seelaus Asset Management LLC | 4,513 | $371.5K | 0.34% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,516 | $371.7K | 0.07% | +855+23.4% | Added |
| Elite Financial, Inc. | 4,538 | $373.0K | 0.20% | +4,538 | New |
| Green Harvest Asset Management LLC | 4,543 | $374.0K | 0.01% | −20−0.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 4,546 | $374.2K | 0.04% | +1,000+28.2% | Added |
| Longfellow Investment Management Co LLC | 4,549 | $374.5K | 0.10% | −294−6.1% | Reduced |
| Claris Financial LLC | 4,560 | $375.4K | 0.25% | +4,560 | New |
| Fonville Wealth Management LLC | 4,575 | $376.6K | 0.12% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 4,579 | $376.9K | 0.07% | +2,062+81.9% | Added |
| Sargent Investment Group, LLC | 4,617 | $378.0K | 0.06% | +2,150+87.2% | Added |
| Duncker Streett & Co Inc | 4,615 | $379.9K | 0.07% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,624 | $380.6K | 0.05% | +42+0.9% | Added |
| Meridian Financial, LLC | 4,627 | $380.9K | 0.26% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,629 | $381.0K | 0.05% | −50−1.1% | Reduced |
| AdviceOne Advisory Services, LLC | 4,633 | $381.4K | 0.34% | +4,633 | New |