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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 5,730 | $471.7K | 0.23% | −42−0.7% | Reduced |
| Doliver Advisors, LP | 5,728 | $471.5K | 0.13% | +80+1.4% | Added |
| United Capital Management of KS, Inc. | 5,713 | $470.3K | 0.09% | +116+2.1% | Added |
| IVC Wealth Advisors LLC | 5,712 | $470.2K | 0.26% | −2,136−27.2% | Reduced |
| Fortress Private Ledger, LLC | 5,706 | $469.7K | 0.29% | +5,706 | New |
| United Advisor Group, LLC | 5,688 | $468.2K | 0.09% | +2,196+62.9% | Added |
| Mirador Capital Partners LP | 5,684 | $467.9K | 0.08% | +163+3.0% | Added |
| Wright Investors Service Inc | 5,654 | $465.4K | 0.15% | −4,914−46.5% | Reduced |
| Fee-Only Financial Planning, L.C. | 5,650 | $465.1K | 0.30% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5,626 | $463.5K | 0.04% | +57+1.0% | Added |
| Glass Jacobson Investment Advisors llc | 5,630 | $463.5K | 0.15% | +46+0.8% | Added |
| Cutler Investment Counsel LLC | 5,627 | $463.2K | 0.06% | +5,627 | New |
| Davy Global Fund Management Ltd | 5,625 | $463.1K | 0.05% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,497 | $461.6K | 0.09% | −203−3.6% | Reduced |
| 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 |
| Stevens Capital Management LP | 5,572 | $459.0K | 0.18% | +3,094+124.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,089 | $458.9K | 0.15% | +5,089 | New |
| Vista Investment Partners II, LLC | 5,571 | $458.6K | 0.27% | +5,571 | New |
| Brighton Securities Corp. | 5,557 | $457.5K | 0.22% | +5,557 | New |
| Ashton Thomas Securities, LLC | 5,542 | $456.2K | 0.13% | +611+12.4% | Added |
| Capital Asset Advisory Services LLC | 5,542 | $456.2K | 0.02% | +19+0.3% | Added |
| Wealth Management Associates, Inc. | 5,523 | $454.7K | 0.19% | −500−8.3% | Reduced |
| Motco | 5,518 | $454.2K | 0.05% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,514 | $453.9K | 0.03% | −157−2.8% | Reduced |
| Clarity Wealth Development LLC | 5,396 | $453.0K | 0.49% | +5,396 | New |
| Cohen Investment Advisors LLC | 5,487 | $451.7K | 0.27% | +134+2.5% | Added |
| Donald L. Hagan, LLC | 5,484 | $451.5K | 0.23% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 5,481 | $451.2K | 0.02% | −1,186−17.8% | Reduced |
| Clarendon Private LLC | 5,462 | $449.6K | 0.47% | +5,462 | New |
| Mathes Company, Inc. | 5,450 | $449.0K | 0.16% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 5,437 | $447.5K | 0.03% | +204+3.9% | Added |
| David Loasby | 5,496 | $446.9K | 0.04% | +62+1.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $446.5K | 0.28% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 5,405 | $445.0K | 0.32% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 5,400 | $444.5K | 0.06% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,400 | $444.5K | 0.11% | 00.0% | Unchanged |
| Spirit of America Management Corp | 5,400 | $444.5K | 0.09% | +1,950+56.5% | Added |
| BOS Asset Management, LLC | 5,400 | $444.5K | 0.16% | −1,238−18.7% | Reduced |
| Graypoint LLC | 5,353 | $440.7K | 0.03% | −673−11.2% | Reduced |
| Cozad Asset Management Inc | 5,350 | $440.4K | 0.04% | +239+4.7% | Added |
| Austin Private Wealth, LLC | 5,339 | $439.5K | 0.04% | +972+22.3% | Added |
| Slagle Financial, LLC | 5,312 | $437.3K | 0.20% | −89−1.6% | Reduced |
| Ausdal Financial Partners, Inc. | 5,281 | $434.7K | 0.04% | +878+19.9% | Added |
| Moody National Bank Trust Division | 5,278 | $434.5K | 0.05% | +103+2.0% | Added |
| Hartline Investment Corp | 5,260 | $433.0K | 0.05% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 5,250 | $432.2K | 0.09% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5,235 | $430.9K | 0.09% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,289 | $430.1K | 0.18% | +20.0% | Added |
| West Paces Advisors Inc. | 5,212 | $429.1K | 0.10% | 00.0% | Unchanged |
| Wynn Capital, LLC | 5,198 | $427.9K | 0.27% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 5,185 | $426.8K | 0.20% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,179 | $426.3K | 0.12% | +42+0.8% | Added |
| Syon Capital LLC | 5,179 | $426.3K | 0.04% | −1,198−18.8% | Reduced |
| Cladis Investment Advisory, LLC | 5,160 | $424.8K | 0.30% | 00.0% | Unchanged |
| Veracity Capital LLC | 5,151 | $424.1K | 0.15% | +590+12.9% | Added |
| Woodward Diversified Capital, LLC | 5,140 | $423.1K | 0.31% | −3,949−43.4% | Reduced |
| WealthTrust Axiom LLC | 5,138 | $422.9K | 0.13% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,132 | $422.4K | 0.08% | +19+0.4% | Added |
| Requisite Capital Management, LLC | 5,128 | $422.1K | 0.09% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 5,117 | $421.3K | 0.25% | +22+0.4% | Added |
| Joel Adams & Associates, Inc. | 5,115 | $421.1K | 0.38% | +5,115 | New |
| Sigma Investment Counselors Inc | 5,109 | $420.6K | 0.02% | +10+0.2% | Added |
| Simon Quick Advisors, LLC | 5,108 | $420.5K | 0.03% | +522+11.4% | Added |
| Forum Financial Management, LP | 5,108 | $420.5K | 0.01% | −378−6.9% | Reduced |
| Keebeck Wealth Management, LLC | 5,089 | $418.9K | 0.06% | +1,644+47.7% | Added |
| Scotia Capital Inc. | 5,086 | $418.7K | 0.00% | −9,344−64.8% | Reduced |
| Rosenberg Matthew Hamilton | 5,072 | $417.5K | 0.11% | +330+7.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $417.0K | 0.08% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,038 | $414.7K | 0.06% | +541+12.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 5,034 | $414.4K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,031 | $414.1K | 0.07% | −10.0% | Reduced |
| Park Place Capital Corp | 5,027 | $413.8K | 0.12% | −224−4.3% | Reduced |
| Altus Wealth Group LLC | 5,023 | $413.5K | 0.18% | +7+0.1% | Added |
| JB Capital LLC | 5,015 | $412.9K | 0.02% | +5+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 5,008 | $412.3K | 0.03% | +1,230+32.6% | Added |
| Glaxis Capital Management, LLC | 5,000 | $411.6K | 1.14% | +5,000 | New |
| Corps Capital Advisors, LLC | 5,000 | $411.6K | 0.42% | +5,000 | New |
| United Community Bank | 4,998 | $411.4K | 0.16% | −22,326−81.7% | Reduced |
| Holistic Planning, LLC | 4,985 | $410.4K | 0.15% | +341+7.3% | Added |
| Retirement Planning Group | 4,980 | $410.0K | 0.02% | +39+0.8% | Added |
| Gsa Capital Partners LLP | 4,970 | $409.0K | 0.03% | +1,625+48.6% | Added |
| Valued Retirements, Inc. | 4,965 | $408.7K | 0.55% | +12+0.2% | Added |
| Manske Wealth Management | 4,950 | $407.4K | 0.16% | +4,950 | New |
| Journey Strategic Wealth LLC | 4,940 | $406.7K | 0.02% | +7+0.1% | Added |
| Lee Danner & Bass Inc | 4,920 | $405.0K | 0.03% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,902 | $404.5K | 0.22% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,893 | $402.8K | 0.04% | +493+11.2% | Added |
| RB Capital Management, LLC | 4,888 | $402.4K | 0.09% | −93−1.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,885 | $402.1K | 0.03% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,874 | $401.2K | 0.12% | −34−0.7% | Reduced |
| MKT Advisors LLC | 4,776 | $400.7K | 0.17% | +376+8.5% | Added |
| GHP Investment Advisors, Inc. | 4,860 | $400.1K | 0.02% | +88+1.8% | Added |
| Godsey & Gibb Associates | 4,858 | $399.9K | 0.04% | −100−2.0% | Reduced |
| Triton Wealth Management, PLLC | 4,560 | $398.7K | 0.21% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,838 | $398.2K | 0.04% | −683−12.4% | Reduced |
| Arcus Capital Partners, LLC | 5,542 | $397.6K | 0.13% | −75−1.3% | Reduced |
| Legacy Wealth Management, Inc | 4,810 | $396.0K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,810 | $396.0K | 0.06% | +747+18.4% | Added |