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 |
|---|---|---|---|---|---|
| Clarity Wealth Development LLC | 5,396 | $453.0K | 0.49% | +5,396 | New |
| McKinley Carter Wealth Services, Inc. | 5,514 | $453.9K | 0.03% | −157−2.8% | Reduced |
| Motco | 5,518 | $454.2K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,523 | $454.7K | 0.19% | −500−8.3% | Reduced |
| Capital Asset Advisory Services LLC | 5,542 | $456.2K | 0.02% | +19+0.3% | Added |
| Ashton Thomas Securities, LLC | 5,542 | $456.2K | 0.13% | +611+12.4% | Added |
| Brighton Securities Corp. | 5,557 | $457.5K | 0.22% | +5,557 | New |
| Vista Investment Partners II, LLC | 5,571 | $458.6K | 0.27% | +5,571 | New |
| Cerro Pacific Wealth Advisors LLC | 5,089 | $458.9K | 0.15% | +5,089 | New |
| Stevens Capital Management LP | 5,572 | $459.0K | 0.18% | +3,094+124.9% | Added |
| Tributary Capital Management, LLC | 5,600 | $461.0K | 0.04% | −250−4.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 5,600 | $461.0K | 0.03% | −240−4.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,497 | $461.6K | 0.09% | −203−3.6% | Reduced |
| Davy Global Fund Management Ltd | 5,625 | $463.1K | 0.05% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 5,627 | $463.2K | 0.06% | +5,627 | New |
| Glass Jacobson Investment Advisors llc | 5,630 | $463.5K | 0.15% | +46+0.8% | Added |
| Sunbelt Securities, Inc. | 5,626 | $463.5K | 0.04% | +57+1.0% | Added |
| Fee-Only Financial Planning, L.C. | 5,650 | $465.1K | 0.30% | 00.0% | Unchanged |
| Wright Investors Service Inc | 5,654 | $465.4K | 0.15% | −4,914−46.5% | Reduced |
| Mirador Capital Partners LP | 5,684 | $467.9K | 0.08% | +163+3.0% | Added |
| United Advisor Group, LLC | 5,688 | $468.2K | 0.09% | +2,196+62.9% | Added |
| Fortress Private Ledger, LLC | 5,706 | $469.7K | 0.29% | +5,706 | New |
| IVC Wealth Advisors LLC | 5,712 | $470.2K | 0.26% | −2,136−27.2% | Reduced |
| United Capital Management of KS, Inc. | 5,713 | $470.3K | 0.09% | +116+2.1% | Added |
| Doliver Advisors, LP | 5,728 | $471.5K | 0.13% | +80+1.4% | Added |
| Rise Advisors, LLC | 5,730 | $471.7K | 0.23% | −42−0.7% | Reduced |
| Summit Asset Management, LLC | 5,731 | $471.8K | 0.08% | +15+0.3% | Added |
| Ballentine Partners, LLC | 5,735 | $472.1K | 0.01% | +99+1.8% | Added |
| Searle & Co. | 5,750 | $473.3K | 0.14% | +1,892+49.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,756 | $473.8K | 0.16% | +5,756 | New |
| Armstrong Advisory Group, Inc | 5,765 | $474.6K | 0.04% | +134+2.4% | Added |
| Wealth Group, Ltd. | 5,769 | $475.0K | 0.31% | +2,031+54.3% | Added |
| O'Rourke & Company, Inc | 5,772 | $475.2K | 0.23% | +5+0.1% | Added |
| Knollwood Investment Advisory, LLC | 5,776 | $475.5K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,781 | $475.9K | 0.02% | −155−2.6% | Reduced |
| Hickory Point Bank & Trust | 5,793 | $476.9K | 0.42% | +5,793 | New |
| Intrua Financial, LLC | 5,801 | $477.5K | 0.08% | −781−11.9% | Reduced |
| Cornerstone Advisory, LLC | 5,583 | $477.8K | 0.05% | +180+3.3% | Added |
| Charter Trust Co | 5,807 | $478.0K | 0.03% | −200−3.3% | Reduced |
| Cypress Capital Group | 5,808 | $478.1K | 0.06% | −3,160−35.2% | Reduced |
| Gratus Wealth Advisors, LLC | 5,809 | $478.2K | 0.08% | −928−13.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 5,812 | $478.4K | 0.10% | +140+2.5% | Added |
| Ballew Advisors, Inc | 5,849 | $478.8K | 0.31% | +8+0.1% | Added |
| Bill Few Associates, Inc. | 5,824 | $479.4K | 0.17% | −41−0.7% | Reduced |
| Optimum Investment Advisors | 5,833 | $480.2K | 0.21% | −600−9.3% | Reduced |
| Cross Staff Investments Inc | 5,835 | $480.3K | 0.36% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,849 | $481.5K | 0.04% | +957+19.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,867 | $483.0K | 0.07% | −2,068−26.1% | Reduced |
| OMC Financial Services LTD | 5,867 | $483.0K | 0.21% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 5,950 | $483.9K | 0.05% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 5,879 | $484.0K | 0.00% | −2,993−33.7% | Reduced |
| AlphaCore Capital LLC | 5,895 | $485.3K | 0.10% | +369+6.7% | Added |
| Financial Partners Group, LLC | 5,913 | $486.8K | 0.20% | +2,999+102.9% | Added |
| Kapstone Financial Advisors LLC | 5,886 | $487.5K | 0.26% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,952 | $490.0K | 0.11% | +4+0.1% | Added |
| Astoria Portfolio Advisors LLC. | 5,975 | $490.3K | 0.17% | +92+1.6% | Added |
| Red Wave Investments LLC | 5,971 | $491.6K | 0.17% | +3+0.1% | Added |
| Aaron Wealth Advisors | 5,972 | $491.6K | 0.06% | +572+10.6% | Added |
| GPS Wealth Strategies Group, LLC | 5,976 | $492.0K | 0.06% | 00.0% | Unchanged |
| BankPlus Trust Department | 5,979 | $492.2K | 0.16% | +5,979 | New |
| Legacy Financial Strategies, LLC | 6,009 | $493.1K | 0.11% | +6,009 | New |
| PFW Advisors LLC | 5,998 | $493.8K | 0.15% | +5,998 | New |
| Stratos Wealth Advisors, LLC | 5,999 | $493.9K | 0.02% | −509−7.8% | Reduced |
| Schulhoff & Co Inc | 6,000 | $493.9K | 0.22% | 00.0% | Unchanged |
| Orion Investment Co | 6,011 | $494.8K | 0.20% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 6,013 | $495.0K | 0.04% | −920−13.3% | Reduced |
| LCNB Corp | 6,017 | $495.3K | 0.18% | +55+0.9% | Added |
| PSI Advisors, LLC | 6,021 | $495.6K | 0.15% | 00.0% | Unchanged |
| Integras Partners LLC | 6,024 | $496.0K | 0.42% | +6,024 | New |
| Cranbrook Wealth Management, LLC | 6,036 | $496.9K | 0.12% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 6,072 | $499.8K | 0.12% | +150+2.5% | Added |
| Capula Management Ltd | 6,074 | $500.0K | 0.00% | +6,074 | New |
| EntryPoint Capital, LLC | 6,085 | $500.9K | 0.21% | +2,088+52.2% | Added |
| Apella Capital, LLC | 6,091 | $501.4K | 0.02% | +200+3.4% | Added |
| Probity Advisors, Inc. | 6,100 | $502.2K | 0.10% | −100−1.6% | Reduced |
| Summitry LLC | 6,100 | $502.2K | 0.02% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,104 | $502.5K | 0.17% | +18+0.3% | Added |
| Howe & Rusling Inc | 6,112 | $503.1K | 0.04% | −1,116−15.4% | Reduced |
| Reliant Investment Partners, LLC | 6,115 | $503.4K | 0.45% | +6,115 | New |
| Citizens Business Bank | 2,272 | $505.8K | 0.09% | −3,827−62.7% | Reduced |
| Cordatus Wealth Management LLC | 6,152 | $506.0K | 0.13% | +262+4.4% | Added |
| SFMG, LLC | 6,153 | $506.5K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,156 | $506.8K | 0.05% | +380+6.6% | Added |
| Novak & Powell Financial Services, Inc. | 6,198 | $510.2K | 0.30% | −1,238−16.6% | Reduced |
| Partners Wealth Management, LLC | 6,200 | $510.4K | 0.58% | +6,200 | New |
| Elevate Wealth Advisory, Inc | 6,200 | $510.4K | 0.38% | +123+2.0% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,211 | $511.3K | 0.12% | +352+6.0% | Added |
| Bank of Jackson Hole Trust | 6,236 | $513.3K | 0.34% | +6,236 | New |
| Nebula Research & Development LLC | 6,254 | $514.8K | 0.06% | +6,254 | New |
| OmniStar Financial Group, Inc. | 6,263 | $515.6K | 0.41% | +3,100+98.0% | Added |
| GeoWealth Management, LLC | 6,284 | $517.3K | 0.02% | −1,479−19.1% | Reduced |
| Trust Co of Virginia | 6,288 | $517.6K | 0.05% | 00.0% | Unchanged |
| Avestar Capital, LLC | 6,292 | $518.0K | 0.05% | +586+10.3% | Added |
| Moseley Investment Management Inc | 6,295 | $518.2K | 0.20% | +19+0.3% | Added |
| Broyhill Asset Management | 6,317 | $520.0K | 0.46% | +6,317 | New |
| Heritage Wealth Advisors | 6,327 | $520.8K | 0.03% | +153+2.5% | Added |
| Mosaic Family Wealth Partners, LLC | 6,403 | $527.1K | 0.08% | −111−1.7% | Reduced |
| R Squared Ltd | 6,420 | $528.5K | 0.51% | +6,420 | New |
| Atlas Wealth Partners, LLC | 6,422 | $529.0K | 0.67% | +350+5.8% | Added |
| Marble Harbor Investment Counsel, LLC | 6,443 | $530.4K | 0.06% | 00.0% | Unchanged |