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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 4,078 | $335.7K | 0.14% | 00.0% | Unchanged |
| Drake & Associates, LLC | 3,967 | $335.5K | 0.10% | −387−8.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,075 | $335.5K | 0.08% | +4,075 | New |
| Hanson & Doremus Investment Management | 4,061 | $334.0K | 0.05% | −400−9.0% | Reduced |
| ICONIQ Capital, LLC | 4,045 | $333.0K | 0.01% | +960+31.1% | Added |
| Trinity Financial Advisors LLC | 4,056 | $332.8K | 0.13% | +421+11.6% | Added |
| ESL Trust Services, LLC | 4,043 | $332.8K | 0.07% | +4,000+9,302.3% | Added |
| Acadian Asset Management LLC | 4,045 | $332.0K | 0.00% | +1,068+35.9% | Added |
| Mogy Joel R Investment Counsel Inc | 4,033 | $332.0K | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 4,028 | $331.6K | 0.07% | +4,028 | New |
| Transcend Wealth Collective, LLC | 4,024 | $331.3K | 0.02% | −428−9.6% | Reduced |
| Nikulski Financial, Inc. | 4,023 | $331.2K | 0.10% | +368+10.1% | Added |
| BLB&B Advisors, LLC | 4,016 | $330.6K | 0.02% | +128+3.3% | Added |
| Fagan Associates, Inc. | 4,011 | $330.2K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,000 | $329.3K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,000 | $329.3K | 0.13% | 00.0% | Unchanged |
| Oakland Financial Corp | 4,000 | $329.3K | 3.77% | +4,000 | New |
| Pinnacle Bancorp, Inc. | 3,999 | $329.2K | 0.11% | −110−2.7% | Reduced |
| Huntleigh Advisors, Inc. | 3,989 | $328.4K | 0.07% | +3,989 | New |
| Signal Advisors Wealth, LLC | 3,985 | $328.0K | 0.04% | −138−3.3% | Reduced |
| Institute for Wealth Management, LLC. | 3,984 | $328.0K | 0.04% | −10.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,963 | $326.3K | 0.16% | +11+0.3% | Added |
| Financial Enhancement Group LLC | 3,985 | $326.3K | 0.05% | +3,985 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,963 | $326.2K | 0.01% | +2,137+117.0% | Added |
| Bourne Lent Asset Management Inc | 3,931 | $323.6K | 0.12% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,929 | $323.4K | 0.05% | −170−4.1% | Reduced |
| Byrne Asset Management LLC | – | $323.1K | 0.23% | – | – |
| Oxford Financial Group Ltd | 3,915 | $322.3K | 0.02% | +25+0.6% | Added |
| Palumbo Wealth Management LLC | 3,910 | $321.9K | 0.12% | +29+0.7% | Added |
| Wayfinding Financial, LLC | 3,903 | $321.0K | 0.17% | +3,903 | New |
| Douglass Winthrop Advisors, LLC | 3,881 | $319.5K | 0.01% | 00.0% | Unchanged |
| Financial Advisors, LLC | 3,881 | $319.5K | 0.06% | +3,881 | New |
| Heartland Bank & Trust Co | 3,880 | $319.4K | 0.17% | −15−0.4% | Reduced |
| Peak Asset Management, LLC | 3,870 | $318.6K | 0.06% | 00.0% | Unchanged |
| First American Trust, FSB | 3,869 | $318.5K | 0.03% | +3,869 | New |
| Advisory Alpha, LLC | 3,864 | $318.1K | 0.01% | −752−16.3% | Reduced |
| LCM Capital Management Inc | 3,864 | $318.1K | 0.18% | 00.0% | Unchanged |
| Narwhal Capital Management | 3,859 | $317.7K | 0.03% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 3,855 | $317.3K | 0.04% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,861 | $316.8K | 0.09% | +255+7.1% | Added |
| Quent Capital, LLC | 3,843 | $316.4K | 0.03% | +5+0.1% | Added |
| FLC Capital Advisors | 3,840 | $316.1K | 0.07% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,839 | $316.0K | 0.02% | +218+6.0% | Added |
| O'Brien Greene & Co. Inc | 3,821 | $314.5K | 0.10% | +71+1.9% | Added |
| Altus Wealth Management, LLC | 3,808 | $313.5K | 0.14% | −165−4.2% | Reduced |
| Meridian Investment Counsel Inc. | 3,802 | $313.0K | 0.09% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,801 | $312.9K | 0.08% | +243+6.8% | Added |
| Plancorp, LLC | 3,800 | $312.8K | 0.01% | −109−2.8% | Reduced |
| Genesis Private Wealth, LLC | 3,796 | $312.5K | 0.17% | +3,796 | New |
| Cornerstone Management, Inc. | 3,795 | $312.4K | 0.06% | +10.0% | Added |
| Geller Advisors LLC | 3,791 | $312.1K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 3,760 | $309.5K | 0.01% | −1,025−21.4% | Reduced |
| Jentner Corp | 3,759 | $309.4K | 0.09% | −1,201−24.2% | Reduced |
| Colonial River Wealth Management, LLC | 3,750 | $308.7K | 0.15% | −483−11.4% | Reduced |
| SIMA Wealth Partners, LLC | 3,749 | $308.7K | 0.26% | +3,749 | New |
| Optiver Holding B.V. | 3,733 | $307.3K | 0.01% | +890+31.3% | Added |
| Platform Technology Partners | 3,727 | $306.8K | 0.09% | +299+8.7% | Added |
| Fortis Advisors, LLC | 3,725 | $306.6K | 0.20% | +1,400+60.2% | Added |
| Fusion Capital, LLC | 3,710 | $305.4K | 0.12% | −166−4.3% | Reduced |
| Sovran Advisors, LLC | 3,719 | $305.1K | 0.04% | +3,719 | New |
| Ellis Investment Partners, LLC | 3,698 | $304.4K | 0.06% | −193−5.0% | Reduced |
| Kingdom Financial Group LLC. | 3,693 | $304.0K | 0.21% | +10+0.3% | Added |
| Latitude Advisors, LLC | 3,690 | $303.7K | 0.17% | −356−8.8% | Reduced |
| Stonebridge Capital Advisors LLC | 3,686 | $303.4K | 0.02% | +36+1.0% | Added |
| Sage Mountain Advisors LLC | 3,684 | $303.3K | 0.02% | −1,652−31.0% | Reduced |
| Retirement Income Solutions, Inc | 3,673 | $302.4K | 0.06% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,672 | $302.3K | 0.04% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $302.1K | 0.07% | 00.0% | Unchanged |
| IFC Advisors LLC | 3,650 | $300.5K | 0.07% | +3,650 | New |
| OMNI 360 Wealth, Inc. | 3,648 | $300.3K | 0.20% | −282−7.2% | Reduced |
| Morris Financial Concepts, Inc. | 3,646 | $300.1K | 0.13% | +340+10.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,640 | $299.6K | 0.14% | −150−4.0% | Reduced |
| Cooper Financial Group | 3,639 | $299.5K | 0.04% | +37+1.0% | Added |
| King Wealth | 3,637 | $299.0K | 0.04% | +54+1.5% | Added |
| Lloyd Advisory Services, LLC. | 3,621 | $298.0K | 0.14% | −119−3.2% | Reduced |
| Fortitude Family Office, LLC | 3,608 | $297.0K | 0.11% | +84+2.4% | Added |
| Integris Wealth Management, LLC | 3,600 | $296.4K | 0.08% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,592 | $295.7K | 0.16% | +100+2.9% | Added |
| Tyler-Stone Wealth Management | 3,588 | $295.4K | 0.05% | +2+0.1% | Added |
| Uniting Wealth Partners, LLC | 3,583 | $295.0K | 0.14% | +3,583 | New |
| D'Orazio & Associates, Inc. | 3,578 | $294.5K | 0.04% | +1,127+46.0% | Added |
| Willis Investment Counsel | 3,567 | $293.6K | 0.02% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 3,565 | $293.5K | 0.16% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 3,547 | $292.0K | 0.10% | +3,547 | New |
| Proficio Capital Partners LLC | 3,547 | $292.0K | 0.02% | +1,282+56.6% | Added |
| Fortitude Advisory Group L.L.C. | 3,544 | $291.8K | 0.18% | −16−0.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 3,542 | $291.6K | 0.14% | +3,542 | New |
| Quotient Wealth Partners, LLC | 3,538 | $291.2K | 0.01% | +78+2.3% | Added |
| Stanley-Laman Group, Ltd. | 3,534 | $290.9K | 0.04% | +288+8.9% | Added |
| Wealth Management Nebraska | 3,531 | $290.7K | 0.05% | +3,531 | New |
| Symmetry Partners, LLC | 3,516 | $289.5K | 0.04% | +3,516 | New |
| Enclave Advisors LLC | 3,512 | $289.1K | 0.05% | −60−1.7% | Reduced |
| Annex Advisory Services, LLC | 3,504 | $288.5K | 0.01% | +977+38.7% | Added |
| Investment Planning Advisors, Inc. | 3,502 | $288.3K | 0.13% | +346+11.0% | Added |
| St. Louis Trust Co | 3,500 | $288.1K | 0.04% | 00.0% | Unchanged |
| Rithm Capital Corp. | 3,500 | $288.1K | 1.17% | +3,500 | New |
| New Hampshire Trust | 3,498 | $288.0K | 0.06% | −71−2.0% | Reduced |
| Hall Capital Management Co Inc | 3,497 | $287.9K | 0.13% | +3,497 | New |
| Zhang Financial LLC | 3,476 | $286.1K | 0.02% | −599−14.7% | Reduced |
| Premier Path Wealth Partners, LLC | 3,469 | $285.6K | 0.04% | +11+0.3% | Added |