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 5 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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 107,449 | $8.85M | 0.14% | −750−0.7% | Reduced |
| Core Alternative Capital | 106,304 | $8.75M | 1.83% | −5,119−4.6% | Reduced |
| TCTC Holdings, LLC | 105,732 | $8.70M | 0.31% | −202−0.2% | Reduced |
| Mizuho Securities USA LLC | 103,846 | $8.55M | 0.16% | +32,943+46.5% | Added |
| Blair William & Co | 103,227 | $8.50M | 0.02% | −1,055−1.0% | Reduced |
| Principle Wealth Partners LLC | 102,907 | $8.47M | 0.59% | +3,829+3.9% | Added |
| Executive Wealth Management, LLC | 102,859 | $8.47M | 0.66% | +23,050+28.9% | Added |
| Azimuth Capital Investment Management LLC | 100,415 | $8.27M | 0.32% | +1,545+1.6% | Added |
| Lockheed Martin Investment Management Co | 100,050 | $8.24M | 0.33% | −19,060−16.0% | Reduced |
| Mizuho Markets Americas LLC | 100,000 | $8.23M | 0.16% | +100,000 | New |
| Advisors Management Group Inc | 99,677 | $8.21M | 1.94% | −1,058−1.1% | Reduced |
| Fiduciary Group LLC | 99,467 | $8.19M | 0.82% | −3,067−3.0% | Reduced |
| IFG Advisory, LLC | 99,360 | $8.18M | 0.46% | +5,096+5.4% | Added |
| Kovitz Investment Group Partners, LLC | 99,153 | $8.16M | 0.04% | +3,748+3.9% | Added |
| Visionary Wealth Advisors | 98,732 | $8.13M | 0.48% | +409+0.4% | Added |
| Rothschild Investment LLC | 98,380 | $8.10M | 0.53% | −253−0.3% | Reduced |
| Associated Banc-Corp | 98,029 | $8.07M | 0.24% | −591−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 121,904 | $8.07M | 0.03% | +20,201+19.9% | Added |
| Avantax Advisory Services, Inc. | 97,989 | $8.07M | 0.05% | −1,729−1.7% | Reduced |
| Guggenheim Capital LLC | 97,191 | $8.00M | 0.07% | −20,891−17.7% | Reduced |
| StoneX Group Inc. | 96,766 | $7.97M | 0.44% | +32,559+50.7% | Added |
| ARS Wealth Advisors Group, LLC | 96,545 | $7.95M | 1.09% | −254−0.3% | Reduced |
| Cornerstone Wealth Group, LLC | 96,068 | $7.91M | 0.65% | +3,078+3.3% | Added |
| Keel Point, LLC | 95,699 | $7.88M | 0.63% | +812+0.9% | Added |
| Ronald Blue Trust, Inc. | 94,995 | $7.82M | 0.10% | +44,183+87.0% | Added |
| Quantinno Capital Management LP | 94,493 | $7.78M | 0.08% | +19,410+25.9% | Added |
| Sound View Wealth Advisors Group, LLC | 94,033 | $7.74M | 0.62% | +2,111+2.3% | Added |
| Oregon Public Employees Retirement Fund | 93,910 | $7.73M | 0.14% | +241+0.3% | Added |
| Hantz Financial Services, Inc. | 93,157 | $7.67M | 0.13% | −4,720−4.8% | Reduced |
| Advocate Group LLC | 93,007 | $7.66M | 1.44% | −1,391−1.5% | Reduced |
| Jones Financial Companies LLLP | 92,175 | $7.59M | 0.01% | +35,103+61.5% | Added |
| Davenport & Co LLC | 90,260 | $7.43M | 0.04% | +4,134+4.8% | Added |
| Am Investment Strategies LLC | 89,441 | $7.36M | 1.79% | +8,261+10.2% | Added |
| Glenmede Trust Co NA | 89,388 | $7.36M | 0.04% | +17,756+24.8% | Added |
| Windle Wealth, LLC | 88,301 | $7.27M | 4.02% | +1,642+1.9% | Added |
| Thomasville National Bank | 87,224 | $7.18M | 0.52% | −3,229−3.6% | Reduced |
| Gulf International Bank (UK) Ltd | 87,155 | $7.17M | 0.18% | −702−0.8% | Reduced |
| Thrivent Financial for Lutherans | 85,566 | $7.15M | 0.01% | +5,281+6.6% | Added |
| Edgemoor Investment Advisors, Inc. | 86,809 | $7.15M | 0.63% | −2,954−3.3% | Reduced |
| KBC Group NV | 86,766 | $7.14M | 0.02% | +1,175+1.4% | Added |
| Beacon Pointe Advisors, LLC | 86,590 | $7.13M | 0.08% | −913−1.0% | Reduced |
| First PREMIER Bank | 85,687 | $7.05M | 1.80% | −810−0.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 85,624 | $7.05M | 0.36% | +3,029+3.7% | Added |
| Intech Investment Management LLC | 85,441 | $7.03M | 0.07% | +40,249+89.1% | Added |
| Chronos Wealth Management, LLC | 85,436 | $7.03M | 3.59% | +1,050+1.2% | Added |
| Brookstone Capital Management | 85,140 | $7.01M | 0.10% | −9,252−9.8% | Reduced |
| Massmutual Trust Co FSB | 84,049 | $6.92M | 0.19% | −3,007−3.5% | Reduced |
| Prospera Financial Services Inc | 83,506 | $6.88M | 0.16% | +4,272+5.4% | Added |
| Central Trust Co | 83,336 | $6.86M | 0.17% | +2,775+3.4% | Added |
| Elo Mutual Pension Insurance Co | 82,122 | $6.76M | 0.14% | +82,122 | New |
| Metis Global Partners, LLC | 81,991 | $6.75M | 0.20% | +3,791+4.8% | Added |
| Sky Investment Group LLC | 81,749 | $6.73M | 1.23% | +757+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 80,976 | $6.67M | 0.06% | −220−0.3% | Reduced |
| Trustmark National Bank Trust Department | 80,293 | $6.61M | 0.49% | −4,610−5.4% | Reduced |
| Cornerstone Advisors, LLC | 80,000 | $6.59M | 0.26% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 79,928 | $6.58M | 0.01% | +7,539+10.4% | Added |
| United Capital Financial Advisers, LLC | 79,854 | $6.57M | 0.06% | −4,489−5.3% | Reduced |
| Aull & Monroe Investment Management Corp | 79,669 | $6.56M | 3.34% | −3,446−4.1% | Reduced |
| GLOBALT Investments LLC | 79,510 | $6.55M | 0.25% | −1,230−1.5% | Reduced |
| Prudential PLC | 79,505 | $6.54M | 0.03% | +31,530+65.7% | Added |
| GF Fund Management Co. Ltd. | 79,471 | $6.54M | 0.14% | +79,471 | New |
| MainStreet Investment Advisors LLC | 79,044 | $6.51M | 0.91% | −1,180−1.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 77,493 | $6.50M | 0.50% | +3,580+4.8% | Added |
| TD Waterhouse Canada Inc. | 78,697 | $6.48M | 0.05% | +3,603+4.8% | Added |
| Weiss Asset Management LP | 78,610 | $6.47M | 0.15% | +78,610 | New |
| Albion Financial Group | 78,310 | $6.45M | 0.44% | −760−1.0% | Reduced |
| Lido Advisors, LLC | 78,139 | $6.43M | 0.04% | +1,030+1.3% | Added |
| Royal London Asset Management Ltd | 78,028 | $6.42M | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 77,003 | $6.34M | 2.22% | +160+0.2% | Added |
| Cullinan Associates Inc | 76,814 | $6.32M | 0.41% | −54,885−41.7% | Reduced |
| Anchor Investment Management, LLC | 76,321 | $6.28M | 0.59% | −631−0.8% | Reduced |
| Millennium Management LLC | 75,460 | $6.21M | 0.01% | +29,385+63.8% | Added |
| Quantitative Investment Management, LLC | 75,446 | $6.21M | 0.47% | +75,446 | New |
| Kentucky Retirement Systems | 75,139 | $6.19M | 0.18% | −1,035−1.4% | Reduced |
| Americana Partners, LLC | 74,484 | $6.13M | 0.25% | +3,784+5.4% | Added |
| Coston, McIsaac & Partners | 74,386 | $6.12M | 1.81% | −1,917−2.5% | Reduced |
| National Asset Management, Inc. | 74,315 | $6.12M | 0.20% | −3,728−4.8% | Reduced |
| Coldstream Capital Management Inc | 73,999 | $6.09M | 0.13% | +401+0.5% | Added |
| Naples Global Advisors, LLC | 73,869 | $6.08M | 0.57% | +53+0.1% | Added |
| Carret Asset Management, LLC | 73,724 | $6.07M | 0.66% | −152−0.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 73,373 | $6.04M | 2.43% | −7,329−9.1% | Reduced |
| Apollon Wealth Management, LLC | 72,895 | $6.00M | 0.14% | +16,228+28.6% | Added |
| UniSuper Management Pty Ltd | 72,752 | $5.99M | 0.04% | +16,846+30.1% | Added |
| BFSG, LLC | 72,621 | $5.98M | 0.70% | −1,183−1.6% | Reduced |
| Spirepoint Private Client, LLC | 72,543 | $5.97M | 0.75% | +4,973+7.4% | Added |
| Capital Investment Counsel, LLC | 72,452 | $5.96M | 1.00% | −649−0.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 72,397 | $5.96M | 1.20% | −657−0.9% | Reduced |
| D.A. Davidson & Co. | 70,807 | $5.83M | 0.05% | +181+0.3% | Added |
| South Dakota Investment Council | 70,483 | $5.80M | 0.12% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 69,986 | $5.76M | 0.11% | +6,178+9.7% | Added |
| Simmons Bank | 69,850 | $5.75M | 0.42% | +2,053+3.0% | Added |
| Integrated Wealth Concepts LLC | 69,845 | $5.75M | 0.07% | +6,137+9.6% | Added |
| Oppenheimer & Co Inc | 69,608 | $5.73M | 0.09% | −591−0.8% | Reduced |
| City Holding Co | 69,428 | $5.71M | 0.81% | +495+0.7% | Added |
| Carson Advisory Inc. | 69,406 | $5.71M | 3.97% | −1,301−1.8% | Reduced |
| Capital Research Global Investors | 69,126 | $5.69M | 0.00% | −2,308,980−97.1% | Reduced |
| Voleon Capital Management LP | 68,129 | $5.61M | 0.42% | +68,129 | New |
| Telos Capital Management, Inc. | 68,055 | $5.60M | 0.60% | +1,365+2.0% | Added |
| Hartford Investment Management Co | 67,767 | $5.58M | 0.18% | −1,140−1.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 67,682 | $5.57M | 1.17% | +2,223+3.4% | Added |