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 5 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 |
|---|---|---|---|---|---|
| Thomas Story & Son LLC | 4,650 | $383.0K | 0.16% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 4,659 | $383.5K | 0.03% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,662 | $383.8K | 0.15% | +4,662 | New |
| Virtue Capital Management, LLC | 4,663 | $383.9K | 0.08% | −180−3.7% | Reduced |
| EWG Elevate Inc. | 4,664 | $383.9K | 0.12% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 4,678 | $385.1K | 0.41% | −4,340−48.1% | Reduced |
| McGowan Group Asset Management, Inc. | 4,680 | $385.3K | 0.05% | +20.0% | Added |
| KG&L Capital Management,LLC | 4,718 | $385.3K | 0.12% | −113−2.3% | Reduced |
| Argent Advisors, Inc. | 4,687 | $385.8K | 0.14% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,689 | $386.0K | 0.01% | +43+0.9% | Added |
| Members Wealth LLC | 4,454 | $386.7K | 0.29% | +4,454 | New |
| FineMark National Bank & Trust | 4,704 | $387.2K | 0.01% | −52−1.1% | Reduced |
| Boston Research & Management Inc | 4,710 | $387.7K | 0.09% | 00.0% | Unchanged |
| Pitcairn Co | 4,717 | $388.3K | 0.02% | +81+1.7% | Added |
| Tranquility Partners, LLC | 4,732 | $389.5K | 0.15% | −14−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,738 | $390.0K | 0.03% | +602+14.6% | Added |
| Lokken Investment Group LLC | 4,743 | $390.4K | 0.17% | −54−1.1% | Reduced |
| Flaharty Asset Management, LLC | 4,751 | $391.1K | 0.06% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,764 | $392.2K | 0.18% | −58−1.2% | Reduced |
| Heritage Wealth Management, Inc. | 4,766 | $392.3K | 0.13% | 00.0% | Unchanged |
| Apexium Financial, LP | 4,770 | $392.7K | 0.02% | +300+6.7% | Added |
| Nadler Financial Group, Inc. | 4,775 | $393.1K | 0.04% | +1,500+45.8% | Added |
| Avidian Wealth Solutions, LLC | 4,778 | $393.3K | 0.02% | −2,476−34.1% | Reduced |
| Independent Financial Group, LLC | 4,786 | $394.0K | 0.01% | −843−15.0% | Reduced |
| Cornerstone Wealth Management, LLC | 4,798 | $395.0K | 0.03% | +83+1.8% | Added |
| Wealth Quarterback LLC | 4,802 | $395.3K | 0.19% | −241−4.8% | Reduced |
| Legacy Wealth Management, Inc | 4,810 | $396.0K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,810 | $396.0K | 0.06% | +747+18.4% | Added |
| Arcus Capital Partners, LLC | 5,542 | $397.6K | 0.13% | −75−1.3% | Reduced |
| Colonial Trust Advisors | 4,838 | $398.2K | 0.04% | −683−12.4% | Reduced |
| Triton Wealth Management, PLLC | 4,560 | $398.7K | 0.21% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4,858 | $399.9K | 0.04% | −100−2.0% | Reduced |
| GHP Investment Advisors, Inc. | 4,860 | $400.1K | 0.02% | +88+1.8% | Added |
| MKT Advisors LLC | 4,776 | $400.7K | 0.17% | +376+8.5% | Added |
| Cim Investment Mangement Inc | 4,874 | $401.2K | 0.12% | −34−0.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,885 | $402.1K | 0.03% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,888 | $402.4K | 0.09% | −93−1.9% | Reduced |
| Camden Capital, LLC | 4,893 | $402.8K | 0.04% | +493+11.2% | Added |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,902 | $404.5K | 0.22% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 4,920 | $405.0K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 4,940 | $406.7K | 0.02% | +7+0.1% | Added |
| Manske Wealth Management | 4,950 | $407.4K | 0.16% | +4,950 | New |
| Valued Retirements, Inc. | 4,965 | $408.7K | 0.55% | +12+0.2% | Added |
| Gsa Capital Partners LLP | 4,970 | $409.0K | 0.03% | +1,625+48.6% | Added |
| Retirement Planning Group | 4,980 | $410.0K | 0.02% | +39+0.8% | Added |
| Holistic Planning, LLC | 4,985 | $410.4K | 0.15% | +341+7.3% | Added |
| United Community Bank | 4,998 | $411.4K | 0.16% | −22,326−81.7% | Reduced |
| Glaxis Capital Management, LLC | 5,000 | $411.6K | 1.14% | +5,000 | New |
| Corps Capital Advisors, LLC | 5,000 | $411.6K | 0.42% | +5,000 | New |
| Fulton Breakefield Broenniman LLC | 5,008 | $412.3K | 0.03% | +1,230+32.6% | Added |
| JB Capital LLC | 5,015 | $412.9K | 0.02% | +5+0.1% | Added |
| Altus Wealth Group LLC | 5,023 | $413.5K | 0.18% | +7+0.1% | Added |
| Park Place Capital Corp | 5,027 | $413.8K | 0.12% | −224−4.3% | Reduced |
| Legacy Financial Advisors, Inc. | 5,031 | $414.1K | 0.07% | −10.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,034 | $414.4K | 0.11% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,038 | $414.7K | 0.06% | +541+12.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $417.0K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,072 | $417.5K | 0.11% | +330+7.0% | Added |
| Scotia Capital Inc. | 5,086 | $418.7K | 0.00% | −9,344−64.8% | Reduced |
| Keebeck Wealth Management, LLC | 5,089 | $418.9K | 0.06% | +1,644+47.7% | Added |
| Forum Financial Management, LP | 5,108 | $420.5K | 0.01% | −378−6.9% | Reduced |
| Simon Quick Advisors, LLC | 5,108 | $420.5K | 0.03% | +522+11.4% | Added |
| Sigma Investment Counselors Inc | 5,109 | $420.6K | 0.02% | +10+0.2% | Added |
| Joel Adams & Associates, Inc. | 5,115 | $421.1K | 0.38% | +5,115 | New |
| Bullock Wealth Management Group | 5,117 | $421.3K | 0.25% | +22+0.4% | Added |
| Requisite Capital Management, LLC | 5,128 | $422.1K | 0.09% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,132 | $422.4K | 0.08% | +19+0.4% | Added |
| WealthTrust Axiom LLC | 5,138 | $422.9K | 0.13% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,140 | $423.1K | 0.31% | −3,949−43.4% | Reduced |
| Veracity Capital LLC | 5,151 | $424.1K | 0.15% | +590+12.9% | Added |
| Cladis Investment Advisory, LLC | 5,160 | $424.8K | 0.30% | 00.0% | Unchanged |
| Syon Capital LLC | 5,179 | $426.3K | 0.04% | −1,198−18.8% | Reduced |
| Childress Capital Advisors, LLC | 5,179 | $426.3K | 0.12% | +42+0.8% | Added |
| Eastover Investment Advisors LLC | 5,185 | $426.8K | 0.20% | 00.0% | Unchanged |
| Wynn Capital, LLC | 5,198 | $427.9K | 0.27% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,212 | $429.1K | 0.10% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,289 | $430.1K | 0.18% | +20.0% | Added |
| First National Bank & Trust Co of Newtown | 5,235 | $430.9K | 0.09% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 5,250 | $432.2K | 0.09% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,260 | $433.0K | 0.05% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,278 | $434.5K | 0.05% | +103+2.0% | Added |
| Ausdal Financial Partners, Inc. | 5,281 | $434.7K | 0.04% | +878+19.9% | Added |
| Slagle Financial, LLC | 5,312 | $437.3K | 0.20% | −89−1.6% | Reduced |
| Austin Private Wealth, LLC | 5,339 | $439.5K | 0.04% | +972+22.3% | Added |
| Cozad Asset Management Inc | 5,350 | $440.4K | 0.04% | +239+4.7% | Added |
| Graypoint LLC | 5,353 | $440.7K | 0.03% | −673−11.2% | Reduced |
| BOS Asset Management, LLC | 5,400 | $444.5K | 0.16% | −1,238−18.7% | Reduced |
| Wilkins Investment Counsel Inc | 5,400 | $444.5K | 0.06% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,400 | $444.5K | 0.11% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,400 | $444.5K | 0.09% | +1,950+56.5% | Added |
| Pinnacle West Asset Management, Inc. | 5,405 | $445.0K | 0.32% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $446.5K | 0.28% | 00.0% | Unchanged |
| David Loasby | 5,496 | $446.9K | 0.04% | +62+1.1% | Added |
| TruWealth Advisors, LLC | 5,437 | $447.5K | 0.03% | +204+3.9% | Added |
| Mathes Company, Inc. | 5,450 | $449.0K | 0.16% | 00.0% | Unchanged |
| Clarendon Private LLC | 5,462 | $449.6K | 0.47% | +5,462 | New |
| Alpha Cubed Investments, LLC | 5,481 | $451.2K | 0.02% | −1,186−17.8% | Reduced |
| Donald L. Hagan, LLC | 5,484 | $451.5K | 0.23% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 5,487 | $451.7K | 0.27% | +134+2.5% | Added |