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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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ4 2024: 2,126 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ4 2024: $61.4B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2024.

Institutions holding SO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First Community Trust NA400$32.9K0.02%00.0%Unchanged
UMA Financial Services, Inc.400$32.9K0.01%+400New
McIlrath & Eck, LLC375$30.9K0.00%−730−66.1%Reduced
Safe Harbor Fiduciary, LLC370$30.5K0.03%−171−31.6%Reduced
BOK Financial Private Wealth, Inc.350$28.8K0.00%00.0%Unchanged
FWL Investment Management, LLC350$28.8K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC350$28.8K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.345$28.4K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC344$28.3K0.02%−6−1.7%Reduced
High Note Wealth, LLC343$28.2K0.01%+343New
Centerpoint Advisors, LLC346$28.0K0.01%00.0%Unchanged
Evermay Wealth Management LLC340$28.0K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc300$27.0K0.02%00.0%Unchanged
Your Advocates Ltd., LLP325$26.8K0.01%−175−35.0%Reduced
YANKCOM Partnership319$26.3K0.01%+319New
NVWM, LLC317$26.1K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC314$25.8K0.01%00.0%Unchanged
Financial Perspectives, Inc313$25.8K0.01%+57+22.3%Added
Frazier Financial Advisors, LLC313$25.8K0.02%+2+0.6%Added
Pflug Koory, LLC306$25.2K0.01%00.0%Unchanged
Retirement Wealth Solutions LLC310$25.2K0.02%+310New
Global Financial Private Client, LLC301$24.8K0.01%+7+2.4%Added
Trivant Custom Portfolio Group, LLC300$24.7K0.01%00.0%Unchanged
Advantage Trust Co300$24.7K0.01%00.0%Unchanged
Transcendent Capital Group LLC296$24.3K0.01%00.0%Unchanged
CGC Financial Services, LLC293$24.1K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC287$23.6K0.00%+2+0.7%Added
Fairfield Financial Advisors, LTD284$23.4K0.01%+2+0.7%Added
Tidemark, LLC272$22.4K0.01%+47+20.9%Added
Caitlin John, LLC271$22.3K0.02%−134−33.1%Reduced
Key Financial Inc269$22.1K0.01%00.0%Unchanged
Bell Investment Advisors, Inc258$21.2K0.00%−206−44.4%Reduced
Miller Wealth Advisors, LLC250$20.6K0.01%00.0%Unchanged
Wolff Wiese Magana LLC244$20.1K0.01%00.0%Unchanged
Spurstone Advisory Services, LLC244$20.1K0.38%+244New
10Elms LLP242$19.9K0.02%+242New
Prestige Wealth Management Group LLC238$19.6K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC227$18.7K0.01%+2+0.9%Added
Logan Capital Management Inc221$18.2K0.00%+11+5.2%Added
Activest Wealth Management219$18.0K0.01%−381−63.5%Reduced
Studio Investment Management LLC211$17.4K0.00%+211New
Clark Wealth Partners208$17.1K0.01%+208New
CoreFirst Bank & Trust200$16.5K0.01%00.0%Unchanged
Catherine Avery Investment Management LLC200$16.5K0.01%+200New
Hoese & Co LLP200$16.5K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.200$16.4K0.00%−459−69.7%Reduced
Cyrus J. Lawrence, LLC200$16.0K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.192$16.0K0.00%+192New
Navigoe, LLC200$16.0K0.02%+200New
Horizon Financial Services, LLC190$15.6K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC188$15.5K0.01%+2+1.1%Added
Private Wealth Management Group, LLC180$14.8K0.01%+20+12.5%Added
Centricity Wealth Management, LLC180$14.8K0.01%+180New
Clean Yield Group175$14.4K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC168$13.8K0.03%+168New
Fairscale Capital, LLC162$13.3K0.01%00.0%Unchanged
Westend Capital Management, LLC156$12.8K0.00%00.0%Unchanged
Eagle Bay Advisors LLC153$12.6K0.01%−31−16.8%Reduced
Financial Life Planners150$12.4K0.01%+150New
Painted Porch Advisors LLC145$11.9K0.01%+145New
Stephenson National Bank & Trust140$11.5K0.00%00.0%Unchanged
SJS Investment Consulting Inc.126$10.4K0.00%+2+1.6%Added
Lavaca Capital LLC122$10.0K0.00%+122New
Cherry Tree Wealth Management, LLC121$9.96K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.120$9.88K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.116$9.74K0.01%+116New
Guardian Wealth Management, Inc.117$9.60K0.01%+1+0.9%Added
CarsonAllaria Wealth Management, Ltd.115$9.54K0.01%−100−46.5%Reduced
Aspect Partners, LLC115$9.47K0.01%+1+0.9%Added
Nemes Rush Group LLC114$9.38K0.00%+1+0.9%Added
Rakuten Securities, Inc.112$9.22K0.00%+108+2,700.0%Added
LMR Partners LLP106$8.73K0.00%+102+2,550.0%Added
Anfield Capital Management, LLC105$8.64K0.00%00.0%Unchanged
Wellington Shields Capital Management, LLC104$8.56K0.00%00.0%Unchanged
JDM Financial Group LLC100$8.23K0.00%−17−14.5%Reduced
HGK Asset Management Inc100$8.23K0.00%00.0%Unchanged
Financial Freedom, LLC100$8.23K0.00%00.0%Unchanged
Pingora Partners LLC100$8.23K0.01%00.0%Unchanged
Pineridge Advisors LLC100$8.23K0.00%00.0%Unchanged
Hollencrest Capital Management97$7.99K0.00%00.0%Unchanged
Noble Wealth Management PBC96$7.90K0.01%+96New
Criterion Capital Advisors, LLC101$7.86K0.00%00.0%Unchanged
Capital A Wealth Management, LLC89$7.33K0.01%+89New
NewSquare Capital LLC1,570$6.94K0.00%−1−0.1%Reduced
Carolina Wealth Advisors, LLC81$6.67K0.00%−724−89.9%Reduced
Atala Financial Inc80$6.59K0.00%+80New
MeadowBrook Investment Advisors LLC75$6.17K0.01%00.0%Unchanged
Alaska Permanent Fund Corp73$6.01K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC73$6.01K0.00%+73New
Whipplewood Advisors, LLC73$6.01K0.00%+73New
Synergy Investment Management, LLC68$5.60K0.00%+68New
New Wave Wealth Advisors LLC63$5.20K0.00%+63New
Burkett Financial Services, LLC61$5.03K0.00%00.0%Unchanged
WealthTrak Capital Management LLC60$4.94K0.00%+60New
Creekmur Asset Management LLC58$4.76K0.00%00.0%Unchanged
Investors Research Corp54$4.45K0.00%+54New
Minot DeBlois Advisors LLC50$4.12K0.00%+50New
Atlas Capital Advisors LLC47$3.87K0.00%00.0%Unchanged
True Wealth Design, LLC42$3.46K0.00%+14+50.0%Added
Compass Financial Services Inc41$3.38K0.00%+41New