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 |
|---|---|---|---|---|---|
| Reuter James Wealth Management, LLC | 12,678 | $1.04M | 0.19% | −65−0.5% | Reduced |
| Waterfront Wealth Inc. | 12,617 | $1.04M | 0.25% | +210+1.7% | Added |
| Baldwin Investment Management, LLC | 12,527 | $1.03M | 0.13% | +458+3.8% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $1.03M | 0.31% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 12,520 | $1.03M | 0.12% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 12,484 | $1.03M | 0.21% | −61−0.5% | Reduced |
| Evercore Wealth Management, LLC | 12,444 | $1.02M | 0.02% | −111−0.9% | Reduced |
| Firethorn Wealth Partners, LLC | 12,406 | $1.02M | 0.51% | +53+0.4% | Added |
| Integrated Advisors Network LLC | 12,406 | $1.02M | 0.05% | −367−2.9% | Reduced |
| Prosperity Consulting Group, LLC | 12,394 | $1.02M | 0.08% | +1,178+10.5% | Added |
| Financial Security Advisor, Inc. | 12,272 | $1.01M | 0.26% | +161+1.3% | Added |
| Grimes & Company, Inc. | 12,266 | $1.01M | 0.03% | −2,375−16.2% | Reduced |
| Marino, Stram & Associates LLC | 12,261 | $1.01M | 0.22% | +50.0% | Added |
| BluePath Capital Management, LLC | 12,303 | $1.01M | 0.55% | +142+1.2% | Added |
| Essential Planning, LLC. | 11,477 | $1.01M | 0.01% | +11,477 | New |
| Davis Capital Management | 12,201 | $1.00M | 0.82% | −9,483−43.7% | Reduced |
| Mosley Wealth Management | 12,100 | $1.00M | 0.62% | +1,404+13.1% | Added |
| Johnson Financial Group, Inc. | 11,884 | $997.7K | 0.05% | +8,124+216.1% | Added |
| Chemung Canal Trust Co | 12,116 | $997.4K | 0.21% | −255−2.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $987.7K | 0.49% | 00.0% | Unchanged |
| Second Line Capital, LLC | 11,973 | $985.6K | 0.27% | +1,348+12.7% | Added |
| Cassaday & Co Wealth Management LLC | 11,949 | $983.6K | 0.03% | −585−4.7% | Reduced |
| Allegheny Financial Group LTD | 11,942 | $983.1K | 0.25% | +30+0.3% | Added |
| CFS Investment Advisory Services, LLC | 11,940 | $983.0K | 0.09% | +225+1.9% | Added |
| CWS Financial Advisors, LLC | 11,927 | $981.9K | 0.32% | +61+0.5% | Added |
| Balboa Wealth Partners | 11,915 | $980.9K | 0.22% | +646+5.7% | Added |
| Modera Wealth Management, LLC | 11,913 | $980.7K | 0.01% | +2,974+33.3% | Added |
| Columbia Asset Management | 11,885 | $978.3K | 0.19% | −546−4.4% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 11,874 | $977.5K | 0.60% | −325−2.7% | Reduced |
| Widmann Financial Services, Inc. | 11,863 | $976.6K | 0.76% | −140−1.2% | Reduced |
| Cobblestone Capital Advisors LLC | 11,844 | $975.0K | 0.05% | +12+0.1% | Added |
| Quadrant Capital Group LLC | 11,828 | $973.7K | 0.07% | +819+7.4% | Added |
| Tradewinds, LLC. | 11,358 | $971.9K | 0.27% | +20+0.2% | Added |
| Busey Wealth Management | 11,766 | $968.6K | 0.03% | +113+1.0% | Added |
| Stableford Capital II LLC | 11,742 | $966.6K | 0.38% | −198−1.7% | Reduced |
| BIP Wealth, LLC | 11,720 | $964.8K | 0.06% | +1,472+14.4% | Added |
| Jaffetilchin Investment Partners, LLC | 11,710 | $963.9K | 0.07% | +14+0.1% | Added |
| Blue Fin Capital, Inc. | 11,685 | $962.0K | 0.18% | +180+1.6% | Added |
| RS Crum Inc. | 11,683 | $961.7K | 0.24% | −88−0.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,643 | $958.4K | 0.08% | +862+8.0% | Added |
| Marietta Wealth Management, LLC | 11,642 | $958.4K | 0.14% | +63+0.5% | Added |
| GSB Wealth Management, LLC | 11,603 | $955.2K | 0.25% | +10+0.1% | Added |
| Bush Investment Group, LLC | 11,594 | $954.4K | 0.74% | 00.0% | Unchanged |
| Ci Investments Inc. | 11,585 | $954.0K | 0.00% | −4,888−29.7% | Reduced |
| Hills Bank & Trust Co | 11,579 | $953.2K | 0.07% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 11,570 | $952.4K | 0.29% | +323+2.9% | Added |
| Golden State Equity Partners | 11,539 | $949.9K | 0.18% | −1,208−9.5% | Reduced |
| Little House Capital LLC | 11,515 | $947.9K | 0.27% | +11,515 | New |
| Magnolia Capital Advisors LLC | 11,508 | $947.4K | 0.25% | +11,508 | New |
| First Hawaiian Bank | 11,486 | $945.5K | 0.03% | −227−1.9% | Reduced |
| Ami Asset Management Corp | 11,465 | $943.8K | 0.05% | −314−2.7% | Reduced |
| Rogco, LP | 11,459 | $943.3K | 0.38% | −462−3.9% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $943.0K | 0.32% | 00.0% | Unchanged |
| Nwam LLC | 11,448 | $942.4K | 0.06% | −10.0% | Reduced |
| Valmark Advisers, Inc. | 11,407 | $939.1K | 0.01% | −338−2.9% | Reduced |
| South Plains Financial, Inc. | 11,374 | $936.2K | 0.72% | +11,374 | New |
| Aprio Wealth Management, LLC | 11,340 | $933.5K | 0.14% | +3,364+42.2% | Added |
| 1620 Investment Advisors, Inc. | 11,251 | $926.2K | 0.70% | +158+1.4% | Added |
| Resources Management Corp | 11,220 | $924.0K | 0.13% | −350−3.0% | Reduced |
| Constitution Capital LLC | 11,220 | $923.6K | 0.52% | +1,350+13.7% | Added |
| Cigna Investments Inc | 11,200 | $922.0K | 0.16% | −73−0.6% | Reduced |
| Shepherd Financial Partners LLC | 11,142 | $917.2K | 0.11% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 11,063 | $910.7K | 0.12% | +8+0.1% | Added |
| Cherokee Insurance Co | 11,000 | $905.5K | 0.41% | +11,000 | New |
| Kuhn & Co Investment Counsel | 10,999 | $905.4K | 0.77% | +60+0.5% | Added |
| Field & Main Bank | 10,990 | $904.5K | 0.32% | +740+7.2% | Added |
| TCG Advisory Services, LLC | 10,973 | $903.3K | 0.04% | +4,192+61.8% | Added |
| Linscomb & Williams, Inc. | 10,955 | $901.8K | 0.04% | +1,704+18.4% | Added |
| Eqis Capital Management, Inc. | 10,939 | $900.5K | 0.07% | +401+3.8% | Added |
| Skopos Labs, Inc. | 10,913 | $898.3K | 0.27% | +968+9.7% | Added |
| BEAM Asset Management, LLC | 10,869 | $894.8K | 0.28% | +437+4.2% | Added |
| Altfest L J & Co Inc | 10,857 | $893.7K | 0.11% | +6,268+136.6% | Added |
| Texas Bank & Trust Co | 10,788 | $888.1K | 0.37% | +10,788 | New |
| Lazard Asset Management LLC | 10,800 | $888.0K | 0.00% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 10,763 | $886.1K | 0.27% | +49+0.5% | Added |
| Wealth Alliance | 10,698 | $880.7K | 0.11% | −6−0.1% | Reduced |
| Silverlake Wealth Management LLC | 10,694 | $880.3K | 0.34% | −24−0.2% | Reduced |
| Retirement Guys Formula LLC | 10,658 | $877.3K | 0.44% | +874+8.9% | Added |
| Procyon Private Wealth Partners, LLC | 10,641 | $876.0K | 0.06% | −213−2.0% | Reduced |
| Everstar Asset Management, LLC | 10,584 | $871.3K | 0.62% | +10,584 | New |
| Jefferies Financial Group Inc. | 10,544 | $868.0K | 0.01% | −47,456−81.8% | Reduced |
| Chesley Taft & Associates LLC | 10,515 | $865.6K | 0.04% | 00.0% | Unchanged |
| MEMBERS Trust Co | 10,507 | $864.9K | 0.03% | −75−0.7% | Reduced |
| Morningstar Investment Management LLC | 10,492 | $864.0K | 0.07% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,463 | $861.3K | 0.12% | +294+2.9% | Added |
| Trustco Bank Corp N Y | 10,457 | $860.8K | 0.93% | −800−7.1% | Reduced |
| HBK Sorce Advisory LLC | 10,424 | $858.1K | 0.03% | +177+1.7% | Added |
| Essex Savings Bank | 10,394 | $855.5K | 0.21% | −204−1.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 10,375 | $854.1K | 0.21% | −15−0.1% | Reduced |
| Boston Financial Mangement LLC | 10,315 | $849.1K | 0.03% | −100−1.0% | Reduced |
| Investment Partners Asset Management, Inc. | 10,270 | $845.5K | 0.66% | −125−1.2% | Reduced |
| Roundview Capital LLC | 10,250 | $843.8K | 0.06% | +669+7.0% | Added |
| Plimoth Trust Co LLC | 10,247 | $843.5K | 0.22% | −135−1.3% | Reduced |
| RIA Advisory Group LLC | 10,237 | $842.7K | 0.29% | −826−7.5% | Reduced |
| Sunburst Financial Group, LLC | 10,234 | $842.4K | 0.21% | −232−2.2% | Reduced |
| White Lighthouse Investment Management Inc. | 10,229 | $842.1K | 0.15% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10,194 | $839.2K | 0.04% | +2,323+29.5% | Added |
| Thoroughbred Financial Services, LLC | 10,168 | $837.0K | 0.05% | +61+0.6% | Added |
| Viawealth, LLC | 10,163 | $836.6K | 0.51% | −1,156−10.2% | Reduced |
| Mendel Money Management | 10,156 | $836.0K | 0.37% | −35−0.3% | Reduced |