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 |
|---|---|---|---|---|---|
| Wealth Quarterback LLC | 4,802 | $395.3K | 0.19% | −241−4.8% | Reduced |
| Cornerstone Wealth Management, LLC | 4,798 | $395.0K | 0.03% | +83+1.8% | Added |
| Independent Financial Group, LLC | 4,786 | $394.0K | 0.01% | −843−15.0% | Reduced |
| Avidian Wealth Solutions, LLC | 4,778 | $393.3K | 0.02% | −2,476−34.1% | Reduced |
| Nadler Financial Group, Inc. | 4,775 | $393.1K | 0.04% | +1,500+45.8% | Added |
| Apexium Financial, LP | 4,770 | $392.7K | 0.02% | +300+6.7% | Added |
| Heritage Wealth Management, Inc. | 4,766 | $392.3K | 0.13% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,764 | $392.2K | 0.18% | −58−1.2% | Reduced |
| Flaharty Asset Management, LLC | 4,751 | $391.1K | 0.06% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,743 | $390.4K | 0.17% | −54−1.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,738 | $390.0K | 0.03% | +602+14.6% | Added |
| Tranquility Partners, LLC | 4,732 | $389.5K | 0.15% | −14−0.3% | Reduced |
| Pitcairn Co | 4,717 | $388.3K | 0.02% | +81+1.7% | Added |
| Boston Research & Management Inc | 4,710 | $387.7K | 0.09% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,704 | $387.2K | 0.01% | −52−1.1% | Reduced |
| Members Wealth LLC | 4,454 | $386.7K | 0.29% | +4,454 | New |
| Bridges Investment Management Inc | 4,689 | $386.0K | 0.01% | +43+0.9% | Added |
| Argent Advisors, Inc. | 4,687 | $385.8K | 0.14% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 4,718 | $385.3K | 0.12% | −113−2.3% | Reduced |
| McGowan Group Asset Management, Inc. | 4,680 | $385.3K | 0.05% | +20.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,678 | $385.1K | 0.41% | −4,340−48.1% | Reduced |
| EWG Elevate Inc. | 4,664 | $383.9K | 0.12% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,663 | $383.9K | 0.08% | −180−3.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,662 | $383.8K | 0.15% | +4,662 | New |
| Charles Schwab Trust Co | 4,659 | $383.5K | 0.03% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 4,650 | $383.0K | 0.16% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 4,633 | $381.4K | 0.34% | +4,633 | New |
| Violich Capital Management, Inc. | 4,629 | $381.0K | 0.05% | −50−1.1% | Reduced |
| Meridian Financial, LLC | 4,627 | $380.9K | 0.26% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,624 | $380.6K | 0.05% | +42+0.9% | Added |
| Duncker Streett & Co Inc | 4,615 | $379.9K | 0.07% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,617 | $378.0K | 0.06% | +2,150+87.2% | Added |
| Capital Advisors Wealth Management, LLC | 4,579 | $376.9K | 0.07% | +2,062+81.9% | Added |
| Fonville Wealth Management LLC | 4,575 | $376.6K | 0.12% | 00.0% | Unchanged |
| Claris Financial LLC | 4,560 | $375.4K | 0.25% | +4,560 | New |
| Longfellow Investment Management Co LLC | 4,549 | $374.5K | 0.10% | −294−6.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 4,546 | $374.2K | 0.04% | +1,000+28.2% | Added |
| Green Harvest Asset Management LLC | 4,543 | $374.0K | 0.01% | −20−0.4% | Reduced |
| Elite Financial, Inc. | 4,538 | $373.0K | 0.20% | +4,538 | New |
| Strategic Advisors LLC | 4,516 | $371.7K | 0.07% | +855+23.4% | Added |
| Seelaus Asset Management LLC | 4,513 | $371.5K | 0.34% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 4,478 | $368.6K | 0.33% | +4,478 | New |
| Campion Asset Management LLC | 4,474 | $368.3K | 0.28% | −266−5.6% | Reduced |
| Oppenheimer Asset Management Inc. | 4,463 | $367.4K | 0.00% | +7+0.2% | Added |
| Investment House LLC | 4,458 | $367.0K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,456 | $366.8K | 0.09% | +444+11.1% | Added |
| J. L. Bainbridge & Co., Inc. | 4,448 | $366.2K | 0.03% | +4+0.1% | Added |
| KMG Fiduciary Partners, LLC | 4,439 | $365.4K | 0.03% | −15−0.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,435 | $365.1K | 0.03% | +385+9.5% | Added |
| SNS Financial Group, LLC | 4,430 | $364.7K | 0.04% | −26−0.6% | Reduced |
| Bey-Douglas LLC | 4,430 | $364.6K | 0.31% | +132+3.1% | Added |
| Crews Bank & Trust | 4,425 | $364.3K | 0.06% | +4,425 | New |
| Severin Investments, LLC | 4,422 | $364.0K | 0.36% | +4,422 | New |
| TCI Wealth Advisors, Inc. | 4,374 | $360.1K | 0.03% | −5−0.1% | Reduced |
| OneAscent Family Office, LLC | 4,370 | $360.0K | 0.65% | +4,370 | New |
| STAR Financial Bank | 4,367 | $359.5K | 0.26% | −700−13.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,355 | $358.5K | 0.01% | +36+0.8% | Added |
| Hummer Financial Advisory Services Inc | 4,350 | $358.1K | 0.28% | −200−4.4% | Reduced |
| Univest Financial Corp | 4,340 | $357.3K | 0.02% | −150−3.3% | Reduced |
| Trust Co of Toledo NA | 4,335 | $356.9K | 0.05% | −301−6.5% | Reduced |
| Wealthspan Partners, LLC | 4,332 | $356.6K | 0.17% | −52−1.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,313 | $355.1K | 0.11% | +656+17.9% | Added |
| Mindset Wealth Management, LLC | 4,313 | $355.0K | 0.13% | +244+6.0% | Added |
| Longview Financial Advisors, Inc. | 4,312 | $355.0K | 0.28% | −384−8.2% | Reduced |
| Trust Co of the South | 4,309 | $354.7K | 0.07% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,308 | $354.6K | 0.09% | −6−0.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,307 | $354.6K | 0.05% | +258+6.4% | Added |
| Firestone Capital Management | 4,280 | $352.3K | 0.09% | −3,244−43.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 4,270 | $351.5K | 0.21% | +391+10.1% | Added |
| Syverson Strege & Co | 4,264 | $351.0K | 0.12% | +117+2.8% | Added |
| Semmax Financial Advisors Inc. | 4,038 | $350.4K | 0.09% | +30+0.7% | Added |
| Southland Equity Partners LLC | 4,244 | $349.4K | 0.08% | −273−6.0% | Reduced |
| Catalina Capital Group, LLC | 4,242 | $349.2K | 0.11% | +475+12.6% | Added |
| Keynote Financial Services LLC | 4,238 | $348.9K | 0.27% | −425−9.1% | Reduced |
| 4WEALTH Advisors, Inc. | 4,232 | $348.3K | 0.36% | +4,232 | New |
| Independence Bank of Kentucky | 4,230 | $348.2K | 0.05% | −40−0.9% | Reduced |
| GEM Asset Management, LLC | 4,230 | $348.2K | 0.19% | 00.0% | Unchanged |
| 1st Source Bank | 4,223 | $347.6K | 0.02% | +94+2.3% | Added |
| Tobam | 4,213 | $347.0K | 0.11% | −727−14.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,209 | $346.5K | 0.04% | −86−2.0% | Reduced |
| L2 Asset Management, LLC | 4,204 | $346.1K | 0.08% | −120−2.8% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $346.0K | 0.06% | −500−10.6% | Reduced |
| Hodges Capital Management Inc. | 4,200 | $346.0K | 0.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,196 | $345.0K | 0.03% | −24−0.6% | Reduced |
| Asset Dedication, LLC | 4,179 | $344.0K | 0.03% | −5,427−56.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,179 | $344.0K | 0.03% | +17+0.4% | Added |
| Garde Capital, Inc. | 4,174 | $344.0K | 0.02% | +4,174 | New |
| Level Wealth Management LLC | 4,172 | $343.4K | 0.24% | +4,172 | New |
| Agp Franklin, LLC | 4,164 | $342.8K | 0.21% | +4,164 | New |
| Trilogy Capital Inc. | 4,158 | $342.3K | 0.02% | −146−3.4% | Reduced |
| Bedel Financial Consulting, Inc. | 4,080 | $342.1K | 0.05% | −23−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,156 | $342.1K | 0.01% | −640−13.3% | Reduced |
| Driehaus Capital Management LLC | 4,144 | $341.1K | 0.00% | −2,249−35.2% | Reduced |
| Thompson Investment Management, Inc. | 4,130 | $340.0K | 0.05% | −314−7.1% | Reduced |
| Sentry LLC | 4,123 | $339.4K | 0.07% | −2,994−42.1% | Reduced |
| SageView Advisory Group, LLC | 4,099 | $337.5K | 0.01% | +1,311+47.0% | Added |
| Turning Point Benefit Group, Inc. | 4,119 | $337.2K | 0.32% | +4,119 | New |
| Coppell Advisory Solutions LLC | 4,088 | $336.8K | 0.05% | +194+5.0% | Added |
| Ascent Group, LLC | 4,083 | $336.1K | 0.03% | +476+13.2% | Added |
| American State Bank (Iowa) | 4,081 | $335.9K | 0.20% | 00.0% | Unchanged |