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 |
|---|---|---|---|---|---|
| Grandview Asset Management LLC | 2,989 | $246.0K | 0.09% | +2,989 | New |
| Wood Tarver Financial Group, LLC | 2,996 | $246.0K | 0.08% | +2,996 | New |
| Gray Wealth Management Inc. | 2,988 | $246.0K | 0.09% | −8−0.3% | Reduced |
| Vermillion Wealth Management, Inc. | 2,979 | $245.2K | 0.13% | +2,979 | New |
| Luts & Greenleigh Group, Inc | 2,973 | $244.8K | 0.24% | +28+1.0% | Added |
| Bank of New Hampshire | 2,968 | $244.3K | 0.06% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 2,956 | $243.3K | 0.27% | +2,956 | New |
| Berry Wealth Group, LP | 2,953 | $243.1K | 0.18% | +14+0.5% | Added |
| Berkshire Bank | 2,952 | $243.0K | 0.06% | +185+6.7% | Added |
| Joel Isaacson & Co., LLC | 2,950 | $242.8K | 0.01% | +14+0.5% | Added |
| Ipsen Advisor Group LLC | 2,941 | $242.1K | 0.21% | +2,941 | New |
| Exchange Capital Management, Inc. | 2,934 | $241.5K | 0.04% | −100−3.3% | Reduced |
| Alteri Wealth LLC | 2,934 | $241.5K | 0.07% | +2,934 | New |
| Blueprint Investment Partners LLC | 2,929 | $241.1K | 0.04% | −250−7.9% | Reduced |
| Harvey Investment Co LLC | 2,926 | $241.0K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,925 | $240.8K | 0.06% | +513+21.3% | Added |
| Armis Advisers, LLC | 2,923 | $240.6K | 0.03% | +2,923 | New |
| Forefront Wealth Management Inc. | 2,913 | $239.8K | 0.22% | +2,913 | New |
| Advyzon Investment Management, LLC | 2,910 | $239.6K | 0.09% | +2,910 | New |
| Buttonwood Financial Advisors Inc. | 2,905 | $239.1K | 0.11% | −539−15.7% | Reduced |
| Intellus Advisors LLC | 2,902 | $238.9K | 0.04% | +2,902 | New |
| Byrne Financial Freedom, LLC | 2,901 | $238.8K | 0.11% | +2,901 | New |
| Gateway Investment Advisers LLC | 2,899 | $238.6K | 0.00% | −490−14.5% | Reduced |
| Onefund, LLC | 2,895 | $238.3K | 0.23% | +23+0.8% | Added |
| Octavia Wealth Advisors, LLC | 2,892 | $238.1K | 0.03% | −258−8.2% | Reduced |
| Ledgewood Wealth Advisors, LLC | 2,892 | $238.0K | 0.15% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 2,883 | $237.3K | 0.16% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 2,883 | $237.3K | 0.04% | +2,883 | New |
| Shufro Rose & Co LLC | 2,879 | $237.0K | 0.02% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,878 | $236.9K | 0.09% | +11+0.4% | Added |
| 44 Wealth Management LLC | 2,877 | $236.8K | 0.09% | +37+1.3% | Added |
| Baader Bank INC | 2,876 | $236.4K | 0.02% | −2,889−50.1% | Reduced |
| Gryphon Financial Partners LLC | 2,870 | $236.3K | 0.03% | −244−7.8% | Reduced |
| Penserra Capital Management LLC | 2,869 | $235.0K | 0.00% | +2,776+2,984.9% | Added |
| Rappaport Reiches Capital Management, LLC | 2,847 | $234.4K | 0.06% | +3+0.1% | Added |
| Buffington Mohr McNeal | 2,845 | $234.2K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,843 | $234.0K | 0.02% | +3+0.1% | Added |
| Warwick Investment Management, Inc. | 2,841 | $233.9K | 0.05% | +2,841 | New |
| Fortis Capital Advisors, LLC | 2,694 | $232.8K | 0.08% | +375+16.2% | Added |
| North Star Asset Management Inc | 2,826 | $232.6K | 0.01% | −10−0.4% | Reduced |
| Haven Capital Group, Inc. | 2,825 | $232.6K | 0.22% | +2,825 | New |
| Center for Financial Planning, Inc. | 2,818 | $232.0K | 0.03% | +2,278+421.9% | Added |
| First Financial Bank - Trust Division | 2,816 | $231.8K | 0.02% | +2,816 | New |
| Marcum Wealth, LLC | 2,814 | $231.6K | 0.02% | −82−2.8% | Reduced |
| FSA Wealth Management LLC | 2,812 | $231.5K | 0.09% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,809 | $231.2K | 0.12% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 2,808 | $231.2K | 0.13% | 00.0% | Unchanged |
| Peoples Bank | 2,800 | $230.5K | 0.16% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $228.9K | 0.00% | −450−14.5% | Reduced |
| Old Second National Bank of Aurora | 2,780 | $228.8K | 0.05% | −691−19.9% | Reduced |
| Curran Financial Partners, LLC | 2,775 | $228.5K | 0.06% | +302+12.2% | Added |
| Pine Haven Investment Counsel, Inc | 2,773 | $228.3K | 0.19% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,771 | $228.1K | 0.03% | −73−2.6% | Reduced |
| Archetype Wealth Partners | 2,755 | $227.0K | 0.03% | +2,755 | New |
| Chelsea Counsel Co | 2,755 | $226.8K | 0.12% | 00.0% | Unchanged |
| Maven Securities LTD | 2,751 | $226.5K | 0.04% | +2,751 | New |
| Legacy Edge Advisors, LLC | 2,743 | $226.0K | 0.04% | +472+20.8% | Added |
| KLCM Advisors, Inc. | 2,732 | $224.9K | 0.03% | +99+3.8% | Added |
| Valley Financial Group, Inc. | 2,724 | $224.2K | 0.16% | +2,724 | New |
| Pavion Blue Capital, LLC | 2,715 | $223.5K | 0.10% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 2,715 | $223.5K | 0.12% | +2,715 | New |
| E Fund Management Co., Ltd. | 2,712 | $223.3K | 0.01% | +2,712 | New |
| West Chester Capital Advisors, Inc | 2,711 | $223.2K | 0.12% | +2,711 | New |
| MBE Wealth Management, LLC | 2,709 | $223.0K | 0.13% | +2+0.1% | Added |
| Berkshire Asset Management LLC | 2,671 | $223.0K | 0.01% | −385−12.6% | Reduced |
| Tucker Asset Management LLC | 2,707 | $222.8K | 0.02% | −552−16.9% | Reduced |
| Gradient Investments LLC | 2,705 | $222.7K | 0.00% | −10.0% | Reduced |
| Opinicus Capital, Inc. | 2,702 | $222.5K | 0.19% | +6+0.2% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,700 | $222.3K | 0.14% | +2,700 | New |
| Vista Investment Partners LLC | 2,698 | $222.1K | 0.07% | −2−0.1% | Reduced |
| Crew Capital Management, Ltd. | 2,698 | $222.1K | 0.18% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,689 | $221.4K | 0.01% | −150−5.3% | Reduced |
| Alexander Labrunerie & Co., Inc. | 2,686 | $221.1K | 0.10% | 00.0% | Unchanged |
| Campbell Wealth Management | 2,688 | $221.0K | 0.02% | +2,688 | New |
| Maripau Wealth Management LLC | 2,684 | $221.0K | 0.13% | +2,684 | New |
| Rodgers & Associates, LTD | 2,683 | $220.9K | 0.03% | +23+0.9% | Added |
| Westside Investment Management, Inc. | 2,682 | $220.8K | 0.05% | +229+9.3% | Added |
| PYA Waltman Capital, LLC | 2,676 | $220.3K | 0.07% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,673 | $220.1K | 0.04% | −47−1.7% | Reduced |
| Waterford Advisors, LLC | 2,671 | $219.9K | 0.11% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,665 | $219.3K | 0.00% | +93+3.6% | Added |
| Versor Investments LP | 2,660 | $219.0K | 0.04% | +2,660 | New |
| Atlanta Consulting Group Advisors, LLC | 2,658 | $218.8K | 0.08% | −6,129−69.8% | Reduced |
| Crestwood Advisors Group LLC | 2,656 | $218.6K | 0.00% | −30−1.1% | Reduced |
| Unified Investment Management | 2,655 | $218.5K | 0.25% | +2,655 | New |
| First Manhattan Co | 2,649 | $218.1K | 0.00% | +79+3.1% | Added |
| Chickasaw Capital Management LLC | 2,652 | $218.0K | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,650 | $218.0K | 0.02% | +2,650 | New |
| Sompo Asset Management Co., Ltd. | 2,640 | $217.3K | 0.04% | −710−21.2% | Reduced |
| Keystone Financial Group, Inc. | 2,631 | $216.6K | 0.18% | +2,631 | New |
| Nova R Wealth, Inc. | 2,614 | $215.2K | 0.11% | +2+0.1% | Added |
| Schmidt P J Investment Management Inc | 2,610 | $214.9K | 0.04% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,610 | $214.8K | 0.01% | 00.0% | Unchanged |
| MJP Associates Inc | 2,605 | $214.5K | 0.04% | +133+5.4% | Added |
| Laffer Tengler Investments | 2,600 | $214.0K | 0.04% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,600 | $214.0K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,593 | $213.4K | 0.02% | +18+0.7% | Added |
| Invesco, LLC | 2,588 | $213.0K | 0.08% | +2,588 | New |
| AlphaMark Advisors, LLC | 2,589 | $213.0K | 0.09% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 2,581 | $212.5K | 0.15% | +21+0.8% | Added |