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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 67,000 | $5.52M | 0.13% | +16,076+31.6% | Added |
| Great Valley Advisor Group, Inc. | 66,948 | $5.51M | 0.12% | +3,456+5.4% | Added |
| Community Bank & Trust, Waco, Texas | 66,229 | $5.45M | 1.26% | −159−0.2% | Reduced |
| Woodline Partners LP | 65,800 | $5.42M | 0.04% | +65,800 | New |
| Concurrent Investment Advisors, LLC | 65,734 | $5.41M | 0.15% | −14,349−17.9% | Reduced |
| Sequoia Financial Advisors, LLC | 65,182 | $5.37M | 0.05% | +10,999+20.3% | Added |
| Moors & Cabot, Inc. | 64,456 | $5.31M | 0.25% | +1,412+2.2% | Added |
| Umb Bank N A | 64,348 | $5.30M | 0.08% | −1,111−1.7% | Reduced |
| Lifeworks Advisors, LLC | 64,326 | $5.30M | 0.96% | +58,769+1,057.6% | Added |
| Equitable Holdings, Inc. | 64,084 | $5.28M | 0.05% | +11,533+21.9% | Added |
| Cornerstone Capital, Inc. | 63,964 | $5.27M | 0.55% | −4,593−6.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 63,906 | $5.26M | 0.42% | +1,000+1.6% | Added |
| Buckhead Capital Management LLC | 63,374 | $5.22M | 1.67% | −187−0.3% | Reduced |
| Lumbard & Kellner, LLC | 63,035 | $5.19M | 2.23% | −2,907−4.4% | Reduced |
| Kestra Private Wealth Services, LLC | 62,752 | $5.17M | 0.09% | +7,316+13.2% | Added |
| Vident Advisory, LLC | 62,130 | $5.12M | 0.09% | +33,628+118.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 61,821 | $5.09M | 0.05% | +2,412+4.1% | Added |
| Parkside Investments, LLC | 61,755 | $5.08M | 0.76% | +13,485+27.9% | Added |
| American Trust Investment Advisors, LLC | 61,299 | $5.05M | 2.07% | +1,787+3.0% | Added |
| Shilanski & Associates, Inc. | 61,266 | $5.04M | 1.62% | +77+0.1% | Added |
| Man Group plc | 61,004 | $5.02M | 0.02% | −130,781−68.2% | Reduced |
| Goelzer Investment Management, Inc. | 60,552 | $4.98M | 0.29% | −1,746−2.8% | Reduced |
| Merit Financial Group, LLC | 60,532 | $4.98M | 0.09% | +18,809+45.1% | Added |
| Schnieders Capital Management LLC | 60,524 | $4.98M | 0.99% | +320+0.5% | Added |
| Baugh & Associates, LLC | 61,490 | $4.91M | 2.54% | −30.0% | Reduced |
| Sagespring Wealth Partners, LLC | 59,436 | $4.89M | 0.13% | +59,436 | New |
| Profund Advisors LLC | 59,179 | $4.87M | 0.18% | −6,784−10.3% | Reduced |
| Stratos Wealth Partners, LTD. | 58,941 | $4.85M | 0.07% | −6,688−10.2% | Reduced |
| Bridge Creek Capital Management LLC | 58,913 | $4.85M | 1.49% | −375−0.6% | Reduced |
| Louisiana State Employees Retirement System | 58,900 | $4.85M | 0.09% | −2,700−4.4% | Reduced |
| Securian Asset Management, Inc | 58,888 | $4.85M | 0.14% | −1,586−2.6% | Reduced |
| Nordea Investment Management AB | 58,881 | $4.84M | 0.01% | +1,816+3.2% | Added |
| Maryland State Retirement & Pension System | 58,699 | $4.83M | 0.10% | −4,456−7.1% | Reduced |
| Resolution Capital Ltd | 58,652 | $4.83M | 0.09% | +8,505+17.0% | Added |
| Trinity Legacy Partners, LLC | 58,601 | $4.82M | 1.24% | +3,590+6.5% | Added |
| Railway Pension Investments Ltd | 57,700 | $4.75M | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 57,668 | $4.75M | 0.17% | +6,483+12.7% | Added |
| Virginia Wealth Management Group, Inc. | 57,079 | $4.70M | 2.91% | +320+0.6% | Added |
| Csenge Advisory Group | 56,901 | $4.68M | 0.25% | +29+0.1% | Added |
| Panagora Asset Management Inc | 56,899 | $4.68M | 0.02% | +16,132+39.6% | Added |
| Zions Bancorporation, N.A. | 56,344 | $4.64M | 0.29% | +6,187+12.3% | Added |
| First Citizens Bank & Trust Co | 56,121 | $4.62M | 0.08% | −1,427−2.5% | Reduced |
| Sigma Planning Corp | 56,012 | $4.61M | 0.14% | −3,240−5.5% | Reduced |
| Clearbridge Investments, LLC | 55,980 | $4.61M | 0.00% | −1,968−3.4% | Reduced |
| United Bank | 55,656 | $4.58M | 1.94% | +4,032+7.8% | Added |
| Griffith & Werner, Inc. | 55,463 | $4.57M | 3.01% | +55,463 | New |
| Clearstead Advisors, LLC | 55,431 | $4.56M | 0.07% | −797−1.4% | Reduced |
| Trajan Wealth LLC | 54,494 | $4.49M | 0.25% | +1,269+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 54,218 | $4.46M | 0.20% | +904+1.7% | Added |
| Wealthcare Advisory Partners LLC | 53,852 | $4.43M | 0.12% | −1,254−2.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 53,294 | $4.39M | 0.90% | +995+1.9% | Added |
| Kentucky Trust Co | 52,617 | $4.33M | 2.55% | +52,617 | New |
| Meridian Wealth Management, LLC | 52,259 | $4.30M | 0.20% | +749+1.5% | Added |
| Ieq Capital, LLC | 52,181 | $4.30M | 0.04% | −15,943−23.4% | Reduced |
| New Mexico Educational Retirement Board | 52,087 | $4.29M | 0.14% | −1,400−2.6% | Reduced |
| Wesbanco Bank Inc | 52,025 | $4.28M | 0.15% | +255+0.5% | Added |
| Money Concepts Capital Corp | 50,824 | $4.18M | 0.31% | +553+1.1% | Added |
| Montag A & Associates Inc | 50,363 | $4.15M | 0.20% | +447+0.9% | Added |
| Greatmark Investment Partners, Inc. | 50,224 | $4.13M | 0.56% | +2,590+5.4% | Added |
| Pathway Financial Advisers, LLC | 50,185 | $4.13M | 1.39% | −922−1.8% | Reduced |
| All Terrain Financial Advisors, LLC | 49,436 | $4.07M | 1.58% | +942+1.9% | Added |
| Advisors Asset Management, Inc. | 49,401 | $4.07M | 0.07% | +1,640+3.4% | Added |
| Tokio Marine Asset Management Co Ltd | 49,253 | $4.05M | 0.14% | +417+0.9% | Added |
| Alpine Woods Capital Investors, LLC | 49,187 | $4.05M | 0.77% | +7,928+19.2% | Added |
| Laurel Wealth Advisors LLC | 49,156 | $4.05M | 0.63% | +924+1.9% | Added |
| Bremer Bank National Association | 48,973 | $4.03M | 0.80% | −1,543−3.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 48,947 | $4.03M | 0.06% | −10,050−17.0% | Reduced |
| First Bank & Trust | 48,894 | $4.02M | 0.77% | −4,752−8.9% | Reduced |
| Birmingham Capital Management Co Inc | 48,775 | $4.02M | 1.49% | −1,900−3.7% | Reduced |
| Signaturefd, LLC | 48,760 | $4.01M | 0.08% | +85+0.2% | Added |
| Farmers Trust Co | 48,383 | $3.98M | 0.74% | +11,605+31.6% | Added |
| Sugarloaf Wealth Management, LLC | 48,376 | $3.98M | 0.75% | −1,293−2.6% | Reduced |
| Nepsis, Inc. | 48,089 | $3.96M | 1.05% | −1,091−2.2% | Reduced |
| AE Wealth Management LLC | 47,956 | $3.95M | 0.03% | −3,237−6.3% | Reduced |
| Shorepoint Capital Partners LLC | 47,761 | $3.93M | 0.90% | +1,623+3.5% | Added |
| Brown Advisory Inc | 47,517 | $3.91M | 0.00% | +2,500+5.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 46,710 | $3.85M | 0.19% | +502+1.1% | Added |
| Bessemer Group Inc | 46,501 | $3.83M | 0.01% | +766+1.7% | Added |
| Hengehold Capital Management LLC | 46,479 | $3.83M | 0.36% | +47+0.1% | Added |
| Main Street Financial Solutions, LLC | 46,118 | $3.80M | 0.37% | −7,675−14.3% | Reduced |
| Level Four Advisory Services, LLC | 45,845 | $3.77M | 0.15% | +598+1.3% | Added |
| Apollon Financial, LLC | 45,817 | $3.77M | 0.93% | +45,817 | New |
| Morton Community Bank | 45,740 | $3.77M | 0.99% | +490+1.1% | Added |
| Omers Administration Corp | 45,661 | $3.76M | 0.03% | +7,768+20.5% | Added |
| Palisade Asset Management, LLC | 45,394 | $3.74M | 0.38% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 45,360 | $3.73M | 0.75% | +45,360 | New |
| Intact Investment Management Inc. | 45,300 | $3.73M | 0.13% | −97,810−68.3% | Reduced |
| Red Cedar Investment Management, LLC | 44,897 | $3.70M | 0.46% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 44,425 | $3.66M | 1.25% | +35+0.1% | Added |
| L & S Advisors Inc | 44,155 | $3.63M | 0.40% | +18,160+69.9% | Added |
| Patrick Mauro Investment Advisor, INC. | 44,136 | $3.63M | 2.08% | +4,225+10.6% | Added |
| FORA Capital, LLC | 43,918 | $3.62M | 0.41% | +43,918 | New |
| MTM Investment Management, LLC | 43,911 | $3.61M | 1.39% | −41−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 43,904 | $3.61M | 0.19% | 00.0% | Unchanged |
| Bailard, Inc. | 43,501 | $3.58M | 0.09% | +4,394+11.2% | Added |
| Norinchukin Bank, The | 42,857 | $3.53M | 0.07% | +1,146+2.7% | Added |
| SG Americas Securities, LLC | 42,301 | $3.48M | 0.02% | −243,548−85.2% | Reduced |
| RSM US Wealth Management LLC | 42,178 | $3.47M | 0.05% | −1,743−4.0% | Reduced |
| Essex Financial Services, Inc. | 42,188 | $3.47M | 0.25% | +1,566+3.9% | Added |
| Great Lakes Advisors, LLC | 42,094 | $3.47M | 0.03% | +1,308+3.2% | Added |