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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 6,788 | $558.8K | 0.05% | +224+3.4% | Added |
| Welch & Forbes LLC | 6,778 | $558.0K | 0.01% | +161+2.4% | Added |
| River Wealth Advisors LLC | 6,774 | $557.6K | 0.07% | +21+0.3% | Added |
| Van Hulzen Asset Management, LLC | 6,770 | $557.3K | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 6,768 | $557.2K | 0.03% | +190+2.9% | Added |
| Flagship Harbor Advisors, LLC | 6,763 | $556.7K | 0.03% | +1,196+21.5% | Added |
| NorthCrest Asset Manangement, LLC | 6,748 | $555.5K | 0.02% | +629+10.3% | Added |
| Tower Bridge Advisors | 6,744 | $555.2K | 0.06% | +6,744 | New |
| Smith Anglin Financial, LLC | 6,741 | $554.9K | 0.05% | +2,241+49.8% | Added |
| Beta Wealth Group, Inc. | 6,719 | $553.1K | 0.24% | +103+1.6% | Added |
| Novare Capital Management LLC | 6,681 | $550.0K | 0.05% | +156+2.4% | Added |
| Builder Investment Group Inc | 6,662 | $548.4K | 0.15% | −67−1.0% | Reduced |
| Values First Advisors, Inc. | 6,646 | $547.1K | 0.30% | +3,029+83.7% | Added |
| Brady Family Wealth, LLC | 6,580 | $541.7K | 0.17% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 6,564 | $540.3K | 0.21% | +46+0.7% | Added |
| NFP Retirement, Inc. | 6,548 | $539.1K | 0.04% | +18+0.3% | Added |
| Cyndeo Wealth Partners, LLC | 6,541 | $538.5K | 0.04% | +19+0.3% | Added |
| Clarius Group, LLC | 6,541 | $538.5K | 0.04% | +13+0.2% | Added |
| BCR Wealth Strategies, LLC | 6,536 | $538.0K | 0.25% | +118+1.8% | Added |
| Lowe Brockenbrough & Co Inc | 6,519 | $536.6K | 0.03% | −500−7.1% | Reduced |
| Evergreen Capital Management LLC | 6,510 | $535.9K | 0.02% | +23+0.4% | Added |
| Hexagon Capital Partners LLC | 6,510 | $535.9K | 0.10% | −230−3.4% | Reduced |
| CVFG LLC | 6,500 | $535.1K | 0.49% | +6,500 | New |
| Prosperity Financial Group, Inc. | 6,464 | $532.1K | 0.27% | +30+0.5% | Added |
| Thrive Wealth Management, LLC | 6,451 | $531.0K | 0.10% | −111−1.7% | Reduced |
| Goldstone Financial Group, LLC | 6,447 | $530.7K | 0.08% | +469+7.8% | Added |
| Marble Harbor Investment Counsel, LLC | 6,443 | $530.4K | 0.06% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 6,422 | $529.0K | 0.67% | +350+5.8% | Added |
| R Squared Ltd | 6,420 | $528.5K | 0.51% | +6,420 | New |
| Mosaic Family Wealth Partners, LLC | 6,403 | $527.1K | 0.08% | −111−1.7% | Reduced |
| Heritage Wealth Advisors | 6,327 | $520.8K | 0.03% | +153+2.5% | Added |
| Broyhill Asset Management | 6,317 | $520.0K | 0.46% | +6,317 | New |
| Moseley Investment Management Inc | 6,295 | $518.2K | 0.20% | +19+0.3% | Added |
| Avestar Capital, LLC | 6,292 | $518.0K | 0.05% | +586+10.3% | Added |
| Trust Co of Virginia | 6,288 | $517.6K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6,284 | $517.3K | 0.02% | −1,479−19.1% | Reduced |
| OmniStar Financial Group, Inc. | 6,263 | $515.6K | 0.41% | +3,100+98.0% | Added |
| Nebula Research & Development LLC | 6,254 | $514.8K | 0.06% | +6,254 | New |
| Bank of Jackson Hole Trust | 6,236 | $513.3K | 0.34% | +6,236 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,211 | $511.3K | 0.12% | +352+6.0% | Added |
| Elevate Wealth Advisory, Inc | 6,200 | $510.4K | 0.38% | +123+2.0% | Added |
| Partners Wealth Management, LLC | 6,200 | $510.4K | 0.58% | +6,200 | New |
| Novak & Powell Financial Services, Inc. | 6,198 | $510.2K | 0.30% | −1,238−16.6% | Reduced |
| Nilsine Partners, LLC | 6,156 | $506.8K | 0.05% | +380+6.6% | Added |
| SFMG, LLC | 6,153 | $506.5K | 0.04% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 6,152 | $506.0K | 0.13% | +262+4.4% | Added |
| Citizens Business Bank | 2,272 | $505.8K | 0.09% | −3,827−62.7% | Reduced |
| Reliant Investment Partners, LLC | 6,115 | $503.4K | 0.45% | +6,115 | New |
| Howe & Rusling Inc | 6,112 | $503.1K | 0.04% | −1,116−15.4% | Reduced |
| Atlas Brown,Inc. | 6,104 | $502.5K | 0.17% | +18+0.3% | 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 |
| Apella Capital, LLC | 6,091 | $501.4K | 0.02% | +200+3.4% | Added |
| EntryPoint Capital, LLC | 6,085 | $500.9K | 0.21% | +2,088+52.2% | Added |
| Capula Management Ltd | 6,074 | $500.0K | 0.00% | +6,074 | New |
| TBH Global Asset Management, LLC | 6,072 | $499.8K | 0.12% | +150+2.5% | Added |
| Cranbrook Wealth Management, LLC | 6,036 | $496.9K | 0.12% | 00.0% | Unchanged |
| Integras Partners LLC | 6,024 | $496.0K | 0.42% | +6,024 | New |
| PSI Advisors, LLC | 6,021 | $495.6K | 0.15% | 00.0% | Unchanged |
| LCNB Corp | 6,017 | $495.3K | 0.18% | +55+0.9% | Added |
| Nations Financial Group Inc, | 6,013 | $495.0K | 0.04% | −920−13.3% | Reduced |
| Orion Investment Co | 6,011 | $494.8K | 0.20% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,000 | $493.9K | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,999 | $493.9K | 0.02% | −509−7.8% | Reduced |
| PFW Advisors LLC | 5,998 | $493.8K | 0.15% | +5,998 | New |
| Legacy Financial Strategies, LLC | 6,009 | $493.1K | 0.11% | +6,009 | New |
| BankPlus Trust Department | 5,979 | $492.2K | 0.16% | +5,979 | New |
| GPS Wealth Strategies Group, LLC | 5,976 | $492.0K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,972 | $491.6K | 0.06% | +572+10.6% | Added |
| Red Wave Investments LLC | 5,971 | $491.6K | 0.17% | +3+0.1% | Added |
| Astoria Portfolio Advisors LLC. | 5,975 | $490.3K | 0.17% | +92+1.6% | Added |
| Diligent Investors, LLC | 5,952 | $490.0K | 0.11% | +4+0.1% | Added |
| Kapstone Financial Advisors LLC | 5,886 | $487.5K | 0.26% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 5,913 | $486.8K | 0.20% | +2,999+102.9% | Added |
| AlphaCore Capital LLC | 5,895 | $485.3K | 0.10% | +369+6.7% | Added |
| Capital Wealth Planning, LLC | 5,879 | $484.0K | 0.00% | −2,993−33.7% | Reduced |
| Verus Financial Partners, Inc. | 5,950 | $483.9K | 0.05% | 00.0% | Unchanged |
| OMC Financial Services LTD | 5,867 | $483.0K | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,867 | $483.0K | 0.07% | −2,068−26.1% | Reduced |
| Lindbrook Capital, LLC | 5,849 | $481.5K | 0.04% | +957+19.6% | Added |
| Cross Staff Investments Inc | 5,835 | $480.3K | 0.36% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,833 | $480.2K | 0.21% | −600−9.3% | Reduced |
| Bill Few Associates, Inc. | 5,824 | $479.4K | 0.17% | −41−0.7% | Reduced |
| Ballew Advisors, Inc | 5,849 | $478.8K | 0.31% | +8+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 5,812 | $478.4K | 0.10% | +140+2.5% | Added |
| Gratus Wealth Advisors, LLC | 5,809 | $478.2K | 0.08% | −928−13.8% | Reduced |
| Cypress Capital Group | 5,808 | $478.1K | 0.06% | −3,160−35.2% | Reduced |
| Charter Trust Co | 5,807 | $478.0K | 0.03% | −200−3.3% | Reduced |
| Cornerstone Advisory, LLC | 5,583 | $477.8K | 0.05% | +180+3.3% | Added |
| Intrua Financial, LLC | 5,801 | $477.5K | 0.08% | −781−11.9% | Reduced |
| Hickory Point Bank & Trust | 5,793 | $476.9K | 0.42% | +5,793 | New |
| Waldron Private Wealth LLC | 5,781 | $475.9K | 0.02% | −155−2.6% | Reduced |
| Knollwood Investment Advisory, LLC | 5,776 | $475.5K | 0.05% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 5,772 | $475.2K | 0.23% | +5+0.1% | Added |
| Wealth Group, Ltd. | 5,769 | $475.0K | 0.31% | +2,031+54.3% | Added |
| Armstrong Advisory Group, Inc | 5,765 | $474.6K | 0.04% | +134+2.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,756 | $473.8K | 0.16% | +5,756 | New |
| Searle & Co. | 5,750 | $473.3K | 0.14% | +1,892+49.0% | Added |
| Ballentine Partners, LLC | 5,735 | $472.1K | 0.01% | +99+1.8% | Added |
| Summit Asset Management, LLC | 5,731 | $471.8K | 0.08% | +15+0.3% | Added |