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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 8,304 | $683.6K | 0.51% | −348−4.0% | Reduced |
| Oxford Asset Management LLP | 8,302 | $683.4K | 0.30% | +8,302 | New |
| Aviance Capital Partners, LLC | 8,298 | $683.1K | 0.09% | +6+0.1% | Added |
| ProVise Management Group, LLC | 8,266 | $680.4K | 0.06% | −1,035−11.1% | Reduced |
| Atlantic Union Bankshares Corp | 8,234 | $677.8K | 0.04% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 8,206 | $675.5K | 0.34% | +504+6.5% | Added |
| Baker Avenue Asset Management, LP | 8,202 | $675.2K | 0.02% | +166+2.1% | Added |
| Franklin Street Advisors Inc | 8,191 | $674.0K | 0.04% | +5+0.1% | Added |
| Autumn Glory Partners, LLC | 8,185 | $673.8K | 0.33% | −8,823−51.9% | Reduced |
| Benin Management CORP | 8,125 | $668.9K | 0.18% | −366−4.3% | Reduced |
| Norden Group LLC | 8,124 | $668.8K | 0.08% | +294+3.8% | Added |
| Private Capital Management, LLC | 8,122 | $668.6K | 0.07% | 00.0% | Unchanged |
| Beacon Financial Group | 8,104 | $667.1K | 0.07% | −31−0.4% | Reduced |
| Groesbeck Investment Management Corp | 8,100 | $667.0K | 0.87% | +8,100 | New |
| Lakeshore Financial Planning, Inc. | 8,064 | $663.9K | 0.28% | +51+0.6% | Added |
| Engineers Gate Manager LP | 8,036 | $661.5K | 0.01% | +4,210+110.0% | Added |
| Geometric Wealth Advisors | 8,021 | $660.3K | 0.12% | +17+0.2% | Added |
| Archer Investment Corp | 8,007 | $659.1K | 0.18% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 7,990 | $658.0K | 0.06% | +1,600+25.0% | Added |
| Fiduciary Trust Co | 7,968 | $655.9K | 0.01% | +400+5.3% | Added |
| W Advisors, LLC | 7,968 | $655.9K | 0.41% | −20−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,955 | $654.8K | 0.01% | +368+4.9% | Added |
| AdvisorNet Financial, Inc | 7,949 | $654.4K | 0.05% | +655+9.0% | Added |
| St Germain D J Co Inc | 7,920 | $652.0K | 0.03% | +3,650+85.5% | Added |
| Wealth Dimensions Group, Ltd. | 7,908 | $651.0K | 0.16% | +78+1.0% | Added |
| McLean Asset Management Corp | 7,857 | $646.8K | 0.19% | +20.0% | Added |
| SageOak Financial, LLC | 7,844 | $645.7K | 0.59% | +7,844 | New |
| FourThought Financial Partners, LLC | 7,833 | $644.8K | 0.07% | +7,833 | New |
| Delta Financial Group, Inc. | 7,821 | $644.0K | 0.15% | +7,821 | New |
| Blue Rock Wealth Management LLC | 7,815 | $643.3K | 0.68% | +7,815 | New |
| Ambassador Advisors, LLC | 7,802 | $642.3K | 0.11% | +21+0.3% | Added |
| Centre Asset Management, LLC | 7,798 | $642.0K | 0.15% | +560+7.7% | Added |
| Prairie Sky Financial Group LLC | 7,745 | $637.6K | 0.39% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,723 | $635.8K | 0.09% | +50+0.7% | Added |
| Golden State Wealth Management, LLC | 7,713 | $635.0K | 0.10% | +7,713 | New |
| Baker Boyer National Bank | 7,691 | $633.1K | 0.22% | −350−4.4% | Reduced |
| Banco Santander, S.A. | 7,683 | $632.5K | 0.01% | +7,683 | New |
| Blalock Williams, LLC | 7,585 | $624.4K | 0.73% | +7,585 | New |
| Sar Wealth Management Group, LLC | 7,575 | $623.6K | 0.42% | +60+0.8% | Added |
| Dogwood Wealth Management LLC | 7,545 | $621.1K | 0.33% | +2,155+40.0% | Added |
| Bath Savings Trust Co | 7,534 | $620.2K | 0.06% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 7,533 | $620.1K | 0.52% | −195−2.5% | Reduced |
| Skyline Advisors, Inc. | 7,517 | $618.8K | 0.24% | +10+0.1% | Added |
| First Business Financial Services, Inc. | 7,490 | $616.6K | 0.06% | +7,490 | New |
| Sound Income Strategies, LLC | 7,476 | $615.4K | 0.04% | +521+7.5% | Added |
| CX Institutional | 7,475 | $615.4K | 0.02% | +1,050+16.3% | Added |
| Howard Capital Management Inc. | 7,470 | $614.9K | 0.01% | +340+4.8% | Added |
| Breakwater Capital Group | 7,458 | $614.0K | 0.12% | +505+7.3% | Added |
| Los Angeles Capital Management LLC | 7,450 | $613.3K | 0.00% | −11,623−60.9% | Reduced |
| YHB Investment Advisors, Inc. | 7,440 | $612.5K | 0.05% | +4,709+172.4% | Added |
| Aventura Private Wealth, LLC | 7,429 | $611.6K | 0.33% | +7,429 | New |
| Destination Wealth Management | 7,423 | $611.1K | 0.02% | +2,122+40.0% | Added |
| Arlington Trust Co LLC | 7,418 | $610.6K | 0.13% | +1,312+21.5% | Added |
| Moloney Securities Asset Management, LLC | 7,398 | $609.0K | 0.08% | +1,124+17.9% | Added |
| 111 Capital | 7,387 | $608.1K | 0.13% | +7,387 | New |
| Wilkins Miller Wealth Management, LLC | 7,369 | $606.7K | 0.63% | +7,369 | New |
| Wulff, Hansen & Co. | 7,348 | $604.9K | 0.57% | −15−0.2% | Reduced |
| Cidel Asset Management Inc | 7,346 | $604.7K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 7,272 | $598.6K | 0.05% | +13+0.2% | Added |
| ISAM Funds (UK) Ltd | 7,253 | $597.1K | 0.44% | +7,253 | New |
| Asset Planning Corporation | 7,235 | $595.6K | 0.37% | −165−2.2% | Reduced |
| David J Yvars Group | 7,229 | $595.1K | 0.36% | +69+1.0% | Added |
| Tritonpoint Wealth, LLC | 7,227 | $594.9K | 0.05% | +327+4.7% | Added |
| Edgestream Partners, L.P. | 7,225 | $594.8K | 0.03% | −81,184−91.8% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,198 | $592.5K | 0.34% | −214−2.9% | Reduced |
| Abound Wealth Management | 7,198 | $592.5K | 0.19% | +881+13.9% | Added |
| City State Bank | 7,187 | $591.6K | 0.21% | +170+2.4% | Added |
| Berger Financial Group, Inc | 7,171 | $590.3K | 0.04% | 00.0% | Unchanged |
| Congress Asset Management Co | 7,158 | $589.2K | 0.00% | +511+7.7% | Added |
| Moneta Group Investment Advisors LLC | 7,153 | $588.8K | 0.01% | +646+9.9% | Added |
| Country Trust Bank | 7,138 | $587.6K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,135 | $587.4K | 0.10% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,131 | $587.0K | 0.25% | +7,131 | New |
| Lathrop Investment Management Corp | 7,123 | $586.0K | 0.11% | +15+0.2% | Added |
| Patten Group, Inc. | 7,106 | $585.0K | 0.13% | +178+2.6% | Added |
| Conning Inc. | 7,094 | $584.0K | 0.02% | −279−3.8% | Reduced |
| Peninsula Asset Management Inc | 7,090 | $583.6K | 0.31% | 00.0% | Unchanged |
| Eastern Bank | 7,070 | $582.0K | 0.01% | −250−3.4% | Reduced |
| Quest Partners LLC | 7,068 | $581.8K | 0.08% | −15,620−68.8% | Reduced |
| Ameritas Advisory Services, LLC | 7,060 | $581.1K | 0.02% | −570−7.5% | Reduced |
| First Dallas Securities Inc. | 7,020 | $578.0K | 0.24% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 7,019 | $577.8K | 0.03% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 6,995 | $575.8K | 0.11% | +6,995 | New |
| Chicago Capital, LLC | 6,991 | $575.5K | 0.02% | +50+0.7% | Added |
| Beacon Investment Advisors LLC | 6,984 | $574.9K | 0.27% | −120−1.7% | Reduced |
| Perpetual Ltd | 6,984 | $574.9K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6,964 | $573.3K | 0.04% | +61+0.9% | Added |
| Client 1st Advisory Group, LLC | 6,961 | $573.1K | 0.22% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6,939 | $571.2K | 0.12% | +32+0.5% | Added |
| Capstone Wealth Management, LLC | 6,937 | $571.1K | 0.56% | +6,937 | New |
| Mraz, Amerine & Associates, Inc. | 6,890 | $567.2K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 6,884 | $566.7K | 0.12% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 6,864 | $565.0K | 0.02% | +6,864 | New |
| Abel Hall, LLC | 6,863 | $565.0K | 0.36% | +33+0.5% | Added |
| Finward Bancorp | 6,856 | $564.4K | 0.49% | +6,856 | New |
| Northstar Financial Companies, Inc. | 6,851 | $564.0K | 0.53% | +6,851 | New |
| Islay Capital Management, LLC | 6,809 | $560.5K | 0.39% | −6−0.1% | Reduced |
| Union Savings Bank | 6,796 | $559.4K | 0.28% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 6,795 | $559.4K | 0.05% | +2,200+47.9% | Added |
| Stokes Capital Advisors, LLC | 6,794 | $559.3K | 0.14% | 00.0% | Unchanged |