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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 1,434 | $118.0K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,357 | $111.7K | 0.08% | +1,357 | New |
| PrairieView Partners, LLC | 1,347 | $110.0K | 0.01% | −1,653−55.1% | Reduced |
| Hopwood Financial Services, Inc. | 1,330 | $109.5K | 0.08% | +1,330 | New |
| Ruedi Wealth Management, Inc. | 1,329 | $109.4K | 0.03% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,316 | $108.3K | 0.05% | +479+57.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,293 | $106.4K | 0.02% | +200+18.3% | Added |
| Endeavor Private Wealth, Inc. | 1,275 | $105.0K | 0.10% | +1,275 | New |
| Main Street Group, LTD | 1,273 | $104.8K | 0.04% | 00.0% | Unchanged |
| Roxbury Financial LLC | 1,173 | $104.6K | 0.10% | +1,173 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $104.5K | 0.03% | +358+39.3% | Added |
| SRS Capital Advisors, Inc. | 1,263 | $104.0K | 0.01% | +851+206.6% | Added |
| Versant Capital Management, Inc | 1,262 | $103.9K | 0.02% | +329+35.3% | Added |
| Beacon Capital Management, LLC | 1,223 | $100.7K | 0.01% | −146−10.7% | Reduced |
| Ostrum Asset Management | 1,216 | $100.1K | 0.01% | −52−4.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,200 | $98.8K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,197 | $98.5K | 0.02% | +15+1.3% | Added |
| Whittier Trust Co | 1,191 | $98.0K | 0.00% | −19−1.6% | Reduced |
| Avion Wealth | 1,175 | $96.0K | 0.02% | +994+549.2% | Added |
| Wintrust Investments LLC | 1,163 | $95.0K | 0.08% | −141−10.8% | Reduced |
| Roble, Belko & Company, Inc | 1,154 | $95.0K | 0.02% | +1,154 | New |
| Bruce G. Allen Investments, LLC | 1,154 | $95.0K | 0.08% | −12−1.0% | Reduced |
| TD Capital Management LLC | 1,141 | $93.9K | 0.01% | +5+0.4% | Added |
| Quest 10 Wealth Builders, Inc. | 1,124 | $92.5K | 0.09% | +1,124 | New |
| Capital Advisors, Ltd. LLC | 1,102 | $91.0K | 0.01% | +1+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 1,104 | $90.9K | 0.04% | −19−1.7% | Reduced |
| IAG Wealth Partners, LLC | 1,074 | $88.4K | 0.02% | +256+31.3% | Added |
| Vision Financial Markets LLC | 1,068 | $87.9K | 0.09% | +1,068 | New |
| Bellevue Asset Management, LLC | 1,056 | $86.9K | 0.04% | +4+0.4% | Added |
| Boyd Watterson Asset Management LLC | 1,036 | $85.3K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,032 | $85.0K | 0.05% | +632+158.0% | Added |
| Bayforest Capital Ltd | 1,031 | $84.9K | 0.11% | +1,031 | New |
| Hazlett, Burt & Watson, Inc. | 1,033 | $84.0K | 0.04% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,020 | $84.0K | 0.07% | +1,020 | New |
| Ameriflex Group, Inc. | 980 | $82.3K | 0.04% | +980 | New |
| Capital Analysts, LLC | 1,000 | $82.0K | 0.00% | +476+90.8% | Added |
| American Capital Advisory, LLC | 950 | $78.2K | 0.04% | −200−17.4% | Reduced |
| LRI Investments, LLC | 935 | $77.0K | 0.01% | −97−9.4% | Reduced |
| Hemington Wealth Management | 913 | $75.0K | 0.02% | +31+3.5% | Added |
| Richard W. Paul & Associates, LLC | 895 | $73.7K | 0.03% | +123+15.9% | Added |
| Western Pacific Wealth Management, LP | 888 | $73.1K | 0.06% | +216+32.1% | Added |
| Plato Investment Management Ltd | 876 | $72.4K | 0.01% | −2,916−76.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 870 | $71.0K | 0.05% | −725−45.5% | Reduced |
| Kozak & Associates, Inc. | 824 | $67.8K | 0.02% | +7+0.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 815 | $67.1K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 800 | $65.9K | 0.04% | +800 | New |
| Vermillion & White Wealth Management Group, LLC | 789 | $65.0K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 781 | $64.3K | 0.02% | −45−5.4% | Reduced |
| WPG Advisers, LLC | 781 | $64.3K | 0.06% | +781 | New |
| Leonteq Securities AG | 773 | $63.6K | 0.01% | −174−18.4% | Reduced |
| Global Trust Asset Management, LLC | 763 | $62.8K | 0.02% | +100+15.1% | Added |
| Quarry LP | 762 | $62.7K | 0.01% | +223+41.4% | Added |
| Atticus Wealth Management, LLC | 750 | $61.7K | 0.02% | +250+50.0% | Added |
| CNB Bank | 744 | $61.2K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 742 | $61.1K | 0.04% | −9−1.2% | Reduced |
| Canton Hathaway, LLC | 705 | $58.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 671 | $55.2K | 0.02% | +126+23.1% | Added |
| S&T Bank | 648 | $53.3K | 0.02% | +648 | New |
| Winch Advisory Services, LLC | 647 | $53.3K | 0.01% | +431+199.5% | Added |
| Piscataqua Savings Bank | 640 | $52.7K | 0.05% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 637 | $52.4K | 0.02% | +81+14.6% | Added |
| REAP Financial Group, LLC | 626 | $51.5K | 0.01% | +226+56.5% | Added |
| Sachetta, LLC | 625 | $51.5K | 0.02% | −148−19.1% | Reduced |
| HighMark Wealth Management LLC | 622 | $51.2K | 0.03% | −95−13.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 617 | $50.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 599 | $49.0K | 0.03% | +149+33.1% | Added |
| Stuart Chaussee & Associates, Inc. | 588 | $48.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 580 | $47.8K | 0.01% | −98−14.5% | Reduced |
| Darwin Advisors, LLC | 569 | $46.8K | 0.02% | −437−43.4% | Reduced |
| Transce3nd, LLC | 560 | $46.1K | 0.02% | +560 | New |
| Kennebec Savings Bank | 557 | $45.6K | 0.05% | −189−25.3% | Reduced |
| Central Pacific Bank - Trust Division | 553 | $45.5K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 550 | $45.3K | 0.04% | +550 | New |
| TruNorth Capital Management, LLC | 545 | $44.9K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 150 | $44.7K | 0.02% | +150 | New |
| Moser Wealth Advisors, LLC | 537 | $44.2K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 537 | $44.2K | 0.00% | +537 | New |
| JFS Wealth Advisors, LLC | 527 | $43.4K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 508 | $41.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 502 | $41.3K | 0.00% | +12+2.4% | Added |
| West Branch Capital LLC | 501 | $41.2K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $41.2K | 0.00% | −34,000−98.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $41.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $41.2K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 497 | $41.0K | 0.00% | +50+11.2% | Added |
| Elequin Capital LP | 498 | $41.0K | 0.00% | +188+60.6% | Added |
| Sanctuary Wealth Management, L.L.C. | 477 | $39.3K | 0.03% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 470 | $38.7K | 0.03% | +470 | New |
| Cetera Trust Company, N.A | 450 | $37.0K | 0.02% | −200−30.8% | Reduced |
| Northwest Capital Management Inc | 449 | $37.0K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 448 | $36.9K | 0.03% | +448 | New |
| JNBA Financial Advisors | 437 | $36.0K | 0.00% | −35−7.4% | Reduced |
| WFA Asset Management Corp | 429 | $35.3K | 0.02% | +197+84.9% | Added |
| Valley National Advisers Inc | 434 | $35.0K | 0.01% | +308+244.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 424 | $34.9K | 0.00% | +424 | New |
| MB, Levis & Associates, LLC | 421 | $34.6K | 0.02% | +1+0.2% | Added |
| Perritt Capital Management Inc | 418 | $34.5K | 0.02% | +3+0.7% | Added |
| Strategic Investment Solutions, Inc. | 466 | $34.4K | 0.01% | −13−2.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 405 | $33.3K | 0.00% | −250−38.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 403 | $33.2K | 0.00% | 00.0% | Unchanged |