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 |
|---|---|---|---|---|---|
| Edge Financial Advisors LLC | 10,136 | $834.4K | 0.75% | +62+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 10,112 | $832.4K | 0.01% | −230−2.2% | Reduced |
| Marco Investment Management LLC | 10,103 | $831.7K | 0.07% | −24−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,085 | $830.2K | 0.05% | +143+1.4% | Added |
| Acorn Wealth Advisors, LLC | 10,058 | $828.0K | 0.34% | +64+0.6% | Added |
| Bradley Foster & Sargent Inc | 10,053 | $827.5K | 0.01% | +763+8.2% | Added |
| Legacy Wealth Asset Management, LLC | 10,033 | $825.9K | 0.22% | −129−1.3% | Reduced |
| WCG Wealth Advisors LLC | 10,002 | $823.0K | 0.05% | +10,002 | New |
| Home Federal Bank of Tennessee | 9,990 | $822.4K | 0.24% | 00.0% | Unchanged |
| Certified Advisory Corp | 9,985 | $822.0K | 0.09% | −9−0.1% | Reduced |
| Arrow Financial Corp | 9,960 | $819.9K | 0.08% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 9,922 | $816.8K | 0.21% | −360−3.5% | Reduced |
| Visionary Horizons, LLC | 9,909 | $815.7K | 0.54% | −324−3.2% | Reduced |
| Secure Asset Management, LLC | 9,880 | $813.3K | 0.12% | +484+5.2% | Added |
| Excalibur Management Corp | 9,850 | $810.9K | 0.32% | −55−0.6% | Reduced |
| Intrust Bank NA | 9,721 | $800.2K | 0.08% | −569−5.5% | Reduced |
| WSFS Capital Management, LLC | 9,710 | $799.3K | 0.04% | −178−1.8% | Reduced |
| GTS Securities LLC | 9,670 | $796.0K | 0.04% | −7,687−44.3% | Reduced |
| BlueChip Wealth Advisors LLC | 9,654 | $794.7K | 0.44% | +1,767+22.4% | Added |
| Diversify Advisory Services, LLC | 9,772 | $794.6K | 0.04% | −1,450−12.9% | Reduced |
| Beaumont Financial Advisors, LLC | 9,650 | $794.4K | 0.06% | +32+0.3% | Added |
| Cookson Peirce & Co Inc | 9,642 | $793.7K | 0.04% | +87+0.9% | Added |
| Trueblood Wealth Management, LLC | 9,638 | $793.4K | 0.39% | −24−0.2% | Reduced |
| Monetary Management Group Inc | 9,607 | $790.8K | 0.21% | 00.0% | Unchanged |
| Garner Asset Management Corp | 9,593 | $790.0K | 0.37% | +30.0% | Added |
| Pine Valley Investments Ltd Liability Co | 9,544 | $785.7K | 0.05% | 00.0% | Unchanged |
| Marex Group plc | 9,500 | $782.0K | 0.01% | +1,550+19.5% | Added |
| Clear Creek Financial Management, LLC | 9,494 | $781.6K | 0.08% | +588+6.6% | Added |
| Ancora Advisors, LLC | 9,489 | $781.1K | 0.02% | −1,477−13.5% | Reduced |
| Financial Advocates Investment Management | 9,487 | $781.0K | 0.04% | −867−8.4% | Reduced |
| Chicago Partners Investment Group LLC | 9,407 | $781.0K | 0.03% | +157+1.7% | Added |
| Journey Advisory Group, LLC | 10,033 | $778.3K | 0.09% | 00.0% | Unchanged |
| Eagle Strategies LLC | 9,451 | $778.0K | 0.13% | +53+0.6% | Added |
| Commerzbank Aktiengesellschaft | 9,423 | $777.0K | 0.02% | +3,373+55.8% | Added |
| West Family Investments, Inc. | 9,431 | $776.4K | 0.27% | +45+0.5% | Added |
| Buck Wealth Strategies, LLC | 9,421 | $775.5K | 0.16% | +3,797+67.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,402 | $774.0K | 0.10% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 9,402 | $774.0K | 0.30% | +9,402 | New |
| HBW Advisory Services LLC | 9,400 | $773.8K | 0.11% | +429+4.8% | Added |
| Montecito Bank & Trust | 9,380 | $772.2K | 0.13% | +505+5.7% | Added |
| Meketa Investment Group Inc | 9,323 | $767.5K | 1.72% | +9,323 | New |
| Affinity Wealth Management LLC | 9,309 | $766.3K | 0.14% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 18 | $763.2K | 0.03% | −9,107−99.8% | Reduced |
| Madden Securities Corp | 9,250 | $761.5K | 0.30% | −46−0.5% | Reduced |
| Aberdeen Wealth Management LLC | 9,167 | $754.6K | 0.52% | −771−7.8% | Reduced |
| Chicago Trust Co NA | 9,159 | $754.0K | 0.13% | +1,208+15.2% | Added |
| Mainsail Asset Management, LLC | 9,153 | $753.5K | 0.53% | +1,521+19.9% | Added |
| KPP Advisory Services LLC | 9,131 | $751.7K | 0.18% | +483+5.6% | Added |
| St. Johns Investment Management Company, LLC | 9,122 | $750.9K | 0.35% | −690−7.0% | Reduced |
| Rehmann Capital Advisory Group | 9,115 | $750.4K | 0.05% | +80+0.9% | Added |
| Verity Asset Management, Inc. | 9,105 | $749.6K | 0.42% | −9,723−51.6% | Reduced |
| World Equity Group, Inc. | 9,054 | $745.5K | 0.16% | +4,556+101.3% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $745.4K | 0.24% | 00.0% | Unchanged |
| Insight Inv LLC | 9,030 | $743.4K | 0.52% | +700+8.4% | Added |
| First Command Advisory Services, Inc. | 9,012 | $741.9K | 0.01% | −400−4.2% | Reduced |
| Smith, Salley & Associates | 9,012 | $741.9K | 0.05% | −200−2.2% | Reduced |
| Court Place Advisors, LLC | 9,000 | $740.9K | 0.24% | −1,279−12.4% | Reduced |
| JT Stratford LLC | 8,984 | $739.5K | 0.12% | −174−1.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,963 | $737.8K | 0.03% | +2,957+49.2% | Added |
| Richards, Merrill & Peterson, Inc. | 8,962 | $737.7K | 0.39% | +8,962 | New |
| Temasek Holdings (Private) Ltd | 8,960 | $737.6K | 0.00% | −27,376−75.3% | Reduced |
| Community Bank of Raymore | 8,950 | $736.8K | 0.58% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 8,949 | $736.6K | 0.03% | +5,904+193.9% | Added |
| one8zero8, LLC | 8,927 | $734.8K | 0.16% | +8,927 | New |
| MONECO Advisors, LLC | 8,909 | $733.4K | 0.08% | +309+3.6% | Added |
| Gables Capital Management Inc. | 8,896 | $732.3K | 0.35% | +100+1.1% | Added |
| North Star Investment Management Corp. | 8,885 | $731.4K | 0.05% | −965−9.8% | Reduced |
| Legacy Advisors, LLC | 8,883 | $731.2K | 0.07% | +766+9.4% | Added |
| Mechanics Financial Corp | 8,848 | $728.4K | 0.33% | −50−0.6% | Reduced |
| HM Payson & Co | 8,838 | $727.5K | 0.01% | −347−3.8% | Reduced |
| First National Corp | 8,838 | $727.5K | 0.16% | −56−0.6% | Reduced |
| Exencial Wealth Advisors, LLC | 8,819 | $726.0K | 0.03% | −186−2.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,814 | $725.6K | 0.20% | −12−0.1% | Reduced |
| Mather Group, LLC. | 8,793 | $723.8K | 0.01% | −291−3.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,782 | $722.9K | 0.02% | −2,970−25.3% | Reduced |
| Xcel Wealth Management, LLC | 8,776 | $722.4K | 0.20% | +147+1.7% | Added |
| Leisure Capital Management | 8,730 | $718.7K | 0.28% | −3,426−28.2% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $716.0K | 0.05% | 00.0% | Unchanged |
| Kennedy Investment Group | 8,692 | $715.6K | 0.32% | −54−0.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 8,690 | $715.4K | 0.10% | +8,690 | New |
| Vista Capital Partners, Inc. | 8,653 | $712.3K | 0.08% | +12+0.1% | Added |
| Adviser Investments LLC | 8,614 | $709.1K | 0.01% | −5,084−37.1% | Reduced |
| Roberts Glore & Co Inc | 8,577 | $706.1K | 0.21% | 00.0% | Unchanged |
| Agf Management Ltd | 8,536 | $702.7K | 0.00% | −7,347−46.3% | Reduced |
| Wagner Wealth Management, LLC | 8,529 | $702.1K | 0.18% | +849+11.1% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 8,528 | $702.0K | 0.69% | +8,528 | New |
| William Allan, LLC | 8,508 | $700.4K | 0.43% | +30+0.4% | Added |
| Allred Capital Management, LLC | 8,482 | $698.2K | 0.27% | +8+0.1% | Added |
| Midland Wealth Advisors LLC | 8,465 | $696.8K | 0.04% | −403−4.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,449 | $695.5K | 0.12% | +523+6.6% | Added |
| Capstone Investment Advisors, LLC | 8,448 | $695.4K | 0.01% | +6,093+258.7% | Added |
| Haverford Trust Co | 8,438 | $694.6K | 0.01% | +1,766+26.5% | Added |
| Dorsey & Whitney Trust CO LLC | 8,380 | $689.8K | 0.04% | −1,507−15.2% | Reduced |
| Shell Asset Management Co | 8,366 | $689.0K | 0.03% | +2,865+52.1% | Added |
| Triad Wealth Partners, LLC | 8,358 | $688.0K | 0.25% | +8,358 | New |
| Rodgers Brothers Inc. | 8,343 | $686.8K | 0.09% | 00.0% | Unchanged |
| Park National Corp | 8,334 | $686.1K | 0.03% | −521−5.9% | Reduced |
| Park Square Financial Group, LLC | 8,322 | $685.1K | 0.47% | +8,322 | New |
| Element Wealth, LLC | 8,317 | $684.6K | 0.36% | −168−2.0% | Reduced |
| Successful Portfolios LLC | 8,314 | $684.4K | 0.46% | +10.0% | Added |