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 |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 2,575 | $212.0K | 0.02% | +2,575 | New |
| Resolute Wealth Strategies, LLC | 2,573 | $211.8K | 0.11% | +4+0.2% | Added |
| Longboard Asset Management, LP | 2,573 | $211.8K | 0.56% | +2,573 | New |
| Samalin Investment Counsel, LLC | 2,566 | $211.3K | 0.09% | +6+0.2% | Added |
| WMS Partners, LLC | 2,559 | $210.6K | 0.01% | +27+1.1% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,552 | $210.1K | 0.10% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,550 | $209.9K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,543 | $209.4K | 0.03% | +98+4.0% | Added |
| WR Wealth Planners, LLC | 2,542 | $209.3K | 0.07% | +64+2.6% | Added |
| Meriwether Wealth & Planning, LLC | 2,542 | $209.3K | 0.15% | +2,542 | New |
| Horan Securities, Inc. | 2,542 | $209.3K | 0.08% | −154−5.7% | Reduced |
| Madrona Financial Services, LLC | 2,540 | $209.1K | 0.06% | −26−1.0% | Reduced |
| Holos Integrated Wealth LLC | 2,530 | $208.3K | 0.14% | +2,530 | New |
| Francis Financial, Inc. | 2,830 | $207.4K | 0.05% | +339+13.6% | Added |
| Parkside Financial Bank & Trust | 2,513 | $206.9K | 0.03% | +84+3.5% | Added |
| Unionview, LLC | 2,510 | $206.6K | 0.15% | +2+0.1% | Added |
| Winton Group Ltd | 2,508 | $206.5K | 0.01% | +2,508 | New |
| Advance Capital Management, Inc. | 2,505 | $206.3K | 0.01% | +172+7.4% | Added |
| Whittier Trust Co of Nevada Inc | 2,503 | $206.0K | 0.01% | −207−7.6% | Reduced |
| Greenfield Savings Bank | 2,501 | $205.9K | 0.10% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,501 | $205.9K | 0.05% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,500 | $205.8K | 0.00% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $205.8K | 0.13% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $205.8K | 0.16% | +2,500 | New |
| Evoke Wealth, LLC | 2,499 | $205.7K | 0.01% | −141−5.3% | Reduced |
| Brown Financial Advisory | 2,487 | $204.8K | 0.15% | +44+1.8% | Added |
| Per Stirling Capital Management, LLC. | 2,486 | $204.6K | 0.03% | +17+0.7% | Added |
| Revolve Wealth Partners, LLC | 2,483 | $204.4K | 0.03% | −396−13.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 2,480 | $204.2K | 0.07% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 2,480 | $204.2K | 0.18% | +2,480 | New |
| Seven Springs Wealth Group, LLC | 2,474 | $203.7K | 0.08% | +2,474 | New |
| Forbes J M & Co LLP | 2,472 | $203.5K | 0.02% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 2,466 | $203.0K | 0.17% | +2,466 | New |
| Delta Investment Management, LLC | 2,465 | $202.9K | 0.04% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 2,464 | $202.8K | 0.07% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,457 | $202.3K | 0.09% | +13+0.5% | Added |
| Tompkins Financial Corp | 2,455 | $202.1K | 0.02% | −90−3.5% | Reduced |
| Santori & Peters | 2,449 | $201.6K | 0.08% | +18+0.7% | Added |
| Verus Capital Partners, LLC | 2,445 | $201.3K | 0.02% | +123+5.3% | Added |
| waypoint wealth counsel | 2,435 | $200.5K | 0.13% | +80+3.4% | Added |
| Birch Financial Group, LLC | 2,435 | $200.5K | 0.23% | +2,435 | New |
| LexAurum Advisors, LLC | 2,431 | $200.2K | 0.04% | +18+0.7% | Added |
| Liberty Capital Management, Inc. | 2,430 | $200.0K | 0.04% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $199.4K | 0.15% | – | – |
| Newbridge Financial Services Group, Inc. | 2,406 | $198.1K | 0.05% | +2,406 | New |
| Essex Investment Management Co LLC | 2,400 | $197.6K | 0.04% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 2,358 | $194.1K | 0.12% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2,354 | $194.0K | 0.07% | −846−26.4% | Reduced |
| Cornerstone Planning Group LLC | 2,238 | $193.6K | 0.05% | +9+0.4% | Added |
| HC Advisors, LLC | 2,327 | $191.6K | 0.15% | −1,410−37.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,312 | $190.3K | 0.05% | −2,113−47.8% | Reduced |
| Harvest Fund Management Co., Ltd | 2,279 | $188.0K | 0.01% | +2,159+1,799.2% | Added |
| Hager Investment Management Services, LLC | 2,259 | $186.0K | 0.12% | +2,259 | New |
| Cary Street Partner Investment Advisory LLC | 2,238 | $184.2K | 0.12% | −41,224−94.9% | Reduced |
| DT Investment Partners, LLC | 2,201 | $181.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,186 | $180.0K | 0.08% | −512−19.0% | Reduced |
| Coastline Trust Co | 2,180 | $179.5K | 0.02% | −1,899−46.6% | Reduced |
| Northwest Bank & Trust Co | 2,006 | $178.8K | 0.13% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $177.4K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,151 | $177.1K | 0.09% | 00.0% | Unchanged |
| ORG Partners LLC | 2,150 | $177.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,124 | $174.8K | 0.03% | +86+4.2% | Added |
| TFC Financial Management | 2,108 | $173.5K | 0.03% | +110+5.5% | Added |
| Salomon & Ludwin, LLC | 2,075 | $170.8K | 0.02% | −100−4.6% | Reduced |
| Raiffeisen Bank International AG | 2,081 | $170.6K | 0.00% | +2,081 | New |
| Indiana Trust & Investment Management CO | 2,060 | $169.6K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,017 | $166.1K | 0.06% | +15+0.7% | Added |
| Caitong International Asset Management Co., Ltd | 1,933 | $159.1K | 0.16% | +1,933 | New |
| PFG Private Wealth Management, LLC | 1,932 | $159.0K | 0.09% | +31+1.6% | Added |
| Clear Investment Research, LLC | 1,931 | $159.0K | 0.21% | −79−3.9% | Reduced |
| Smithfield Trust Co | 1,915 | $157.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,891 | $155.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,889 | $155.5K | 0.14% | +7+0.4% | Added |
| Medallion Wealth Advisors, LLC | 1,703 | $154.4K | 0.08% | +1,703 | New |
| Ransom Advisory, Ltd | 1,866 | $153.6K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,827 | $150.4K | 0.01% | +87+5.0% | Added |
| Manchester Capital Management LLC | 1,823 | $150.1K | 0.02% | −13−0.7% | Reduced |
| Catalyst Capital Advisors LLC | 1,814 | $149.3K | 0.00% | +1,814 | New |
| Anderson Financial Strategies, LLC | 1,795 | $147.8K | 0.09% | +1,795 | New |
| Creative Financial Designs Inc | 1,793 | $147.6K | 0.01% | −499−21.8% | Reduced |
| Continuum Advisory, LLC | 1,780 | $146.5K | 0.02% | −235−11.7% | Reduced |
| Kestra Investment Management, LLC | 1,761 | $145.0K | 0.01% | +1,761 | New |
| Silvant Capital Management LLC | 1,727 | $142.2K | 0.01% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,677 | $138.1K | 0.02% | +1,677 | New |
| Toth Financial Advisory Corp | 1,673 | $137.7K | 0.02% | +4+0.2% | Added |
| Community Bank, N.A. | 1,650 | $135.8K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,641 | $135.1K | 0.01% | −6−0.4% | Reduced |
| Olistico Wealth, LLC | 1,636 | $134.7K | 0.08% | +36+2.3% | Added |
| Deseret Mutual Benefit Administrators | 1,618 | $133.2K | 0.07% | −30−1.8% | Reduced |
| S.A. Mason LLC | 1,588 | $130.7K | 0.07% | +5+0.3% | Added |
| Bogart Wealth, LLC | 1,561 | $128.5K | 0.01% | +13+0.8% | Added |
| Acropolis Investment Management, LLC | 1,547 | $127.3K | 0.01% | −200−11.4% | Reduced |
| Altshuler Shaham Ltd | 1,523 | $125.4K | 0.00% | +1,523 | New |
| Acima Private Wealth, LLC | 1,500 | $123.5K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,486 | $122.3K | 0.05% | 00.0% | Unchanged |
| American National Bank | 1,468 | $120.8K | 0.01% | −49−3.2% | Reduced |
| Financial Management Professionals, Inc. | 1,466 | $120.7K | 0.02% | −7−0.5% | Reduced |
| Webster Bank, N. A. | 1,462 | $120.4K | 0.01% | +177+13.8% | Added |
| Slocum, Gordon & Co LLP | 1,451 | $119.4K | 0.10% | −907,302−99.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $119.4K | 0.06% | 00.0% | Unchanged |