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 |
|---|---|---|---|---|---|
| Merriman Wealth Management, LLC | 3,468 | $285.5K | 0.01% | +71+2.1% | Added |
| May Hill Capital, LLC | 3,467 | $285.4K | 0.11% | +3,467 | New |
| WealthBridge Capital Management, LLC | 3,460 | $284.8K | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,453 | $284.3K | 0.00% | +625+22.1% | Added |
| Beck Mack & Oliver LLC | 3,450 | $284.0K | 0.01% | −450−11.5% | Reduced |
| Wedgewood Investors Inc | 3,450 | $284.0K | 0.33% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 3,444 | $283.5K | 0.04% | −150−4.2% | Reduced |
| Private Portfolio Partners LLC | 3,435 | $282.8K | 0.05% | +18+0.5% | Added |
| Sterling Capital Management LLC | 3,424 | $281.9K | 0.00% | −1,687−33.0% | Reduced |
| Aspen Grove Capital, LLC | 3,422 | $281.8K | 0.06% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 3,419 | $281.4K | 0.06% | +29+0.9% | Added |
| Colonial Trust Co | 3,418 | $281.4K | 0.04% | −426−11.1% | Reduced |
| Ethos Financial Group, LLC | 3,402 | $280.0K | 0.04% | +1,093+47.3% | Added |
| Quadrant Private Wealth Management, LLC | 3,402 | $280.0K | 0.07% | +170+5.3% | Added |
| Eagle Wealth Strategies LLC | 3,394 | $279.4K | 0.20% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 3,386 | $278.7K | 0.20% | +3,386 | New |
| Brass Tax Wealth Management, Inc | 3,372 | $277.6K | 0.06% | +9+0.3% | Added |
| Boyar Asset Management Inc. | 3,365 | $277.0K | 0.18% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,362 | $276.8K | 0.11% | −113−3.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,357 | $276.0K | 0.01% | −2,097−38.4% | Reduced |
| Mallini Complete Financial Planning LLC | – | $275.8K | 0.26% | – | New |
| Financial Harvest, LLC | 3,345 | $275.4K | 0.23% | +3,345 | New |
| DF Dent & Co Inc | 3,341 | $275.0K | 0.00% | −15−0.4% | Reduced |
| FDx Advisors, Inc. | 3,342 | $275.0K | 0.08% | −224−6.3% | Reduced |
| Willis Johnson & Associates, Inc. | 3,329 | $274.0K | 0.02% | −800−19.4% | Reduced |
| Strategic Financial Concepts, LLC | 3,320 | $273.3K | 0.05% | +562+20.4% | Added |
| Kaydan Wealth Management, Inc. | 3,317 | $273.1K | 0.09% | +162+5.1% | Added |
| Catalyst Financial Partners LLC | 3,313 | $272.7K | 0.05% | −123−3.6% | Reduced |
| Pure Portfolios Holdings LLC | 3,312 | $272.6K | 0.10% | +4+0.1% | Added |
| Soltis Investment Advisors LLC | 3,301 | $271.8K | 0.03% | +278+9.2% | Added |
| Magnolia Wealth Management, LLC | 3,301 | $271.7K | 0.19% | +275+9.1% | Added |
| Summit Wealth Partners, LLC | 3,290 | $270.8K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,288 | $270.6K | 0.06% | +78+2.4% | Added |
| WealthTrust Asset Management, LLC | 3,280 | $270.0K | 0.19% | +34+1.0% | Added |
| New Republic Capital, LLC | 3,278 | $269.9K | 0.18% | +43+1.3% | Added |
| PBMares Wealth Management LLC | 3,274 | $269.5K | 0.06% | +10.0% | Added |
| VeraBank, N.A. | 3,274 | $269.5K | 0.08% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 3,260 | $268.4K | 0.02% | −850−20.7% | Reduced |
| Aveo Capital Partners, LLC | 3,257 | $268.1K | 0.03% | +635+24.2% | Added |
| Insight Advisors, LLC | 3,247 | $267.5K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,246 | $267.2K | 0.12% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,250 | $267.0K | 0.09% | +72+2.3% | Added |
| Chesapeake Wealth Management | 3,233 | $266.1K | 0.09% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 3,232 | $266.1K | 0.03% | −3,988−55.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,230 | $265.9K | 0.10% | +3,230 | New |
| Investment Advisory Services Inc | 3,208 | $264.1K | 0.09% | +234+7.9% | Added |
| Cannon Wealth Management Services, LLC | 3,141 | $263.7K | 0.23% | +10.0% | Added |
| Private Capital Advisors, Inc. | 3,200 | $263.4K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,199 | $263.3K | 0.17% | −8,399−72.4% | Reduced |
| Lazari Capital Management, Inc. | 3,194 | $263.0K | 0.10% | +76+2.4% | Added |
| Biltmore Wealth Management, LLC | 3,191 | $262.7K | 0.11% | +2+0.1% | Added |
| Gilman Hill Asset Management, LLC | 3,190 | $262.6K | 0.05% | 00.0% | Unchanged |
| Searcy Financial Services Inc | 3,180 | $261.8K | 0.12% | 00.0% | Unchanged |
| Power Wealth Management LLC | 3,180 | $261.8K | 0.11% | +17+0.5% | Added |
| Twinbeech Capital LP | 3,171 | $261.0K | 0.00% | −14,783−82.3% | Reduced |
| Petros Family Wealth, LLC | 3,171 | $261.0K | 0.28% | +3,171 | New |
| Leigh Baldwin & Co., LLC | 3,169 | $260.9K | 0.22% | +3,169 | New |
| Choate Investment Advisors | 3,164 | $260.5K | 0.01% | +3,164 | New |
| Keb Asset Management, LLC | 3,162 | $260.3K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,160 | $260.2K | 0.05% | −627−16.6% | Reduced |
| Rossmore Private Capital | 3,158 | $260.0K | 0.03% | −1,111−26.0% | Reduced |
| Gibbs Wealth Management | 3,152 | $259.4K | 0.07% | +15+0.5% | Added |
| Compass Wealth Management LLC | 3,150 | $259.3K | 0.06% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,147 | $259.1K | 0.03% | −3,113−49.7% | Reduced |
| PFC Capital Group, Inc. | 3,150 | $259.0K | 0.13% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 3,150 | $259.0K | 0.04% | +500+18.9% | Added |
| Meadow Creek Wealth Advisors LLC | 3,139 | $258.4K | 0.19% | −484−13.4% | Reduced |
| Aurdan Capital Management, LLC | 3,139 | $258.4K | 0.10% | +3,139 | New |
| KRS Capital Management, LLC | 3,133 | $257.9K | 0.18% | −299−8.7% | Reduced |
| Sivia Capital Partners, LLC | 3,131 | $257.7K | 0.13% | +383+13.9% | Added |
| Ardent Capital Management, Inc. | 3,129 | $257.6K | 0.12% | +29+0.9% | Added |
| Financial Partners Group, Inc | 3,128 | $257.5K | 0.04% | +42+1.4% | Added |
| Athena Investment Management | 3,123 | $257.1K | 0.15% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,119 | $256.8K | 0.15% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 3,115 | $256.4K | 0.16% | −448−12.6% | Reduced |
| Alpha Omega Wealth Management LLC | 3,107 | $255.8K | 0.05% | 00.0% | Unchanged |
| Blue Capital, Inc. | 3,107 | $255.8K | 0.18% | +3,107 | New |
| Brendel Financial Advisors LLC | 3,100 | $255.0K | 0.15% | 00.0% | Unchanged |
| AMG National Trust Bank | 3,088 | $254.5K | 0.01% | −2,158−41.1% | Reduced |
| Sapient Capital LLC | 3,083 | $253.8K | 0.00% | +33+1.1% | Added |
| Capital Planning Advisors, LLC | 3,079 | $253.5K | 0.04% | −5−0.2% | Reduced |
| Savvy Advisors, Inc. | 3,070 | $252.7K | 0.03% | +666+27.7% | Added |
| Sunpointe, LLC | 3,069 | $252.6K | 0.13% | +94+3.2% | Added |
| Saxony Capital Management, LLC | 3,068 | $252.6K | 0.22% | −154−4.8% | Reduced |
| Barnett & Company, Inc. | 3,059 | $251.8K | 0.16% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 3,056 | $251.6K | 0.17% | +173+6.0% | Added |
| Gerber, LLC | 3,045 | $250.7K | 0.18% | +5+0.2% | Added |
| Ironsides Asset Advisors, LLC | 3,030 | $249.4K | 0.07% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,029 | $249.4K | 0.06% | +18+0.6% | Added |
| Northwest Bancshares, Inc. | 3,027 | $249.2K | 0.05% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,021 | $248.7K | 0.08% | +10.0% | Added |
| PDS Planning, Inc | 3,021 | $248.7K | 0.02% | −696−18.7% | Reduced |
| Davis R M Inc | 3,006 | $247.4K | 0.00% | −230−7.1% | Reduced |
| Investors Asset Management of Georgia Inc | 3,002 | $247.1K | 0.12% | 00.0% | Unchanged |
| KKM Financial LLC | 3,001 | $247.0K | 0.10% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,000 | $247.0K | 0.01% | −100−3.2% | Reduced |
| Asset Management Advisors, LLC | 3,000 | $247.0K | 0.18% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 3,000 | $247.0K | 0.13% | +634+26.8% | Added |
| CRA Financial Services, LLC | 2,999 | $246.9K | 0.04% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,993 | $246.4K | 0.01% | −151−4.8% | Reduced |