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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 42,015 | $3.46M | 0.11% | −344−0.8% | Reduced |
| Woodstock Corp | 41,823 | $3.44M | 0.33% | +2,040+5.1% | Added |
| Capital Group Private Client Services, Inc. | 41,761 | $3.44M | 0.03% | −112,893−73.0% | Reduced |
| Reaves W H & Co Inc | 41,745 | $3.44M | 0.09% | −26−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 41,731 | $3.44M | 0.04% | −813−1.9% | Reduced |
| Park Avenue Securities LLC | 41,401 | $3.41M | 0.04% | −12,663−23.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,330 | $3.40M | 0.36% | +180.0% | Added |
| Mainstay Capital Management LLC | 41,217 | $3.39M | 0.52% | +514+1.3% | Added |
| Providence Capital Advisors, LLC | 41,073 | $3.38M | 0.69% | +120+0.3% | Added |
| Canandaigua National Bank & Trust Co | 41,062 | $3.38M | 0.33% | −943−2.2% | Reduced |
| TrueWealth Advisors, LLC | 40,897 | $3.37M | 1.12% | −123−0.3% | Reduced |
| LongView Wealth Management | 40,678 | $3.35M | 1.02% | +140.0% | Added |
| Concord Wealth Partners | 40,161 | $3.31M | 0.54% | +2,052+5.4% | Added |
| Cary Street Partners Financial LLC | 39,785 | $3.28M | 0.11% | +39,785 | New |
| OneAscent Wealth Management LLC | 39,448 | $3.25M | 1.34% | +9,218+30.5% | Added |
| Sovereign Financial Group, Inc. | 39,372 | $3.24M | 0.74% | −540−1.4% | Reduced |
| HighPoint Advisor Group LLC | 37,338 | $3.23M | 0.18% | −539−1.4% | Reduced |
| Argent Trust Co | 39,156 | $3.22M | 0.13% | −228−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 39,072 | $3.22M | 0.05% | −150.0% | Reduced |
| Steel Peak Wealth Management LLC | 38,758 | $3.19M | 0.13% | −58,134−60.0% | Reduced |
| Alberta Investment Management Corp | 38,700 | $3.19M | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 38,619 | $3.18M | 0.11% | +1,535+4.1% | Added |
| Wills Financial Group, Inc. | 38,365 | $3.16M | 1.36% | +8,347+27.8% | Added |
| JPL Wealth Management, LLC | 38,350 | $3.16M | 0.90% | +38,350 | New |
| Dearborn Partners LLC | 38,184 | $3.14M | 0.13% | −208−0.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 38,000 | $3.13M | 0.01% | +38,000 | New |
| First National Bank of Omaha | 37,735 | $3.11M | 0.20% | −2,076−5.2% | Reduced |
| Eisler Capital Management Ltd. | 37,608 | $3.09M | 0.10% | +37,608 | New |
| Two Sigma Advisers, LP | 37,400 | $3.08M | 0.01% | +37,400 | New |
| Daymark Wealth Partners, LLC | 37,292 | $3.07M | 0.13% | +356+1.0% | Added |
| First National Advisers, LLC | 37,193 | $3.06M | 0.50% | +2,256+6.5% | Added |
| Empirical Finance, LLC | 36,920 | $3.04M | 0.18% | −469−1.3% | Reduced |
| Concord Asset Management, LLC | 36,693 | $3.02M | 0.66% | +3,012+8.9% | Added |
| Family Legacy, Inc. | 36,338 | $3.02M | 1.02% | −50−0.1% | Reduced |
| Entropy Technologies, LP | 36,549 | $3.01M | 0.31% | +29,070+388.7% | Added |
| Nomura Holdings Inc | 36,104 | $2.97M | 0.02% | +33,842+1,496.1% | Added |
| Change Path, LLC | 35,968 | $2.96M | 0.09% | +4,136+13.0% | Added |
| Bokf, NA | 36,404 | $2.96M | 0.05% | −237−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 35,656 | $2.94M | 0.22% | −167−0.5% | Reduced |
| Forte Capital LLC | 35,546 | $2.93M | 0.33% | +279+0.8% | Added |
| Lantz Financial LLC | 35,393 | $2.91M | 0.78% | +54+0.2% | Added |
| Everence Capital Management Inc | 34,801 | $2.87M | 0.19% | −6,890−16.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,790 | $2.86M | 0.06% | +134+0.4% | Added |
| McRae Capital Management Inc | 34,632 | $2.85M | 0.56% | −500−1.4% | Reduced |
| Greenland Capital Management LP | 34,600 | $2.85M | 0.57% | +34,600 | New |
| IMC-Chicago, LLC | 34,371 | $2.83M | 0.08% | +34,371 | New |
| Kingsview Wealth Management, LLC | 34,362 | $2.83M | 0.06% | +1,102+3.3% | Added |
| Johnson Investment Counsel Inc | 33,544 | $2.76M | 0.03% | +1,022+3.1% | Added |
| First National Trust Co | 33,506 | $2.76M | 0.10% | +130.0% | Added |
| Waterloo Capital, L.P. | 33,435 | $2.75M | 0.29% | −439−1.3% | Reduced |
| Mutual Advisors, LLC | 32,783 | $2.75M | 0.08% | +4,443+15.7% | Added |
| Cushing Asset Management, LP | 33,000 | $2.72M | 0.18% | −12,000−26.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 32,996 | $2.72M | 0.50% | −1,784−5.1% | Reduced |
| Adalta Capital Management LLC | 32,794 | $2.70M | 1.41% | +3,450+11.8% | Added |
| Bank Ozk | 32,756 | $2.70M | 1.12% | +2,192+7.2% | Added |
| Nicholas Hoffman & Company, LLC. | 32,694 | $2.69M | 0.11% | −229−0.7% | Reduced |
| GWN Securities Inc. | 32,202 | $2.69M | 0.72% | +32,202 | New |
| Allstate Corp | 32,614 | $2.68M | 0.08% | +32,614 | New |
| Coastal Bridge Advisors, LLC | 32,508 | $2.68M | 0.67% | +122+0.4% | Added |
| Harbour Investments, Inc. | 32,452 | $2.67M | 0.08% | +203+0.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.67M | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 32,360 | $2.66M | 0.08% | +4,723+17.1% | Added |
| Robbins Farley LLC | 32,335 | $2.66M | 1.30% | −743−2.2% | Reduced |
| Hartford Financial Management Inc. | 32,200 | $2.65M | 0.54% | −189−0.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32,042 | $2.64M | 1.49% | −2,277−6.6% | Reduced |
| FCG Investment Co | 32,001 | $2.63M | 1.60% | +5,090+18.9% | Added |
| New Age Alpha Advisors, LLC | 31,969 | $2.63M | 0.11% | +31,776+16,464.2% | Added |
| Great Lakes Retirement, Inc. | 31,966 | $2.63M | 0.34% | −50−0.2% | Reduced |
| Rockline Wealth Management, LLC | 31,727 | $2.61M | 0.70% | +1,832+6.1% | Added |
| Leelyn Smith, LLC | 31,673 | $2.61M | 0.46% | −359−1.1% | Reduced |
| Oakworth Capital, Inc. | 31,633 | $2.60M | 0.18% | −16,982−34.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 31,582 | $2.60M | 0.20% | +31,582 | New |
| CoreCap Advisors, LLC | 31,321 | $2.58M | 0.12% | +21,897+232.4% | Added |
| KCM Investment Advisors LLC | 31,226 | $2.57M | 0.09% | −2,512−7.4% | Reduced |
| Bank of Hawaii | 31,178 | $2.57M | 0.14% | −200−0.6% | Reduced |
| Texas Yale Capital Corp. | 30,970 | $2.55M | 0.10% | −301−1.0% | Reduced |
| Holderness Investments Co | 30,951 | $2.55M | 0.56% | −69−0.2% | Reduced |
| apricus wealth, LLC | 30,840 | $2.54M | 1.65% | −450−1.4% | Reduced |
| Biltmore Family Office, LLC | 30,772 | $2.53M | 0.43% | +75+0.2% | Added |
| Hayek Kallen Investment Management | 30,638 | $2.52M | 0.92% | −685−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 30,602 | $2.52M | 0.10% | +403+1.3% | Added |
| Callan Family Office, LLC | 30,543 | $2.51M | 0.16% | +25,912+559.5% | Added |
| Buckingham Strategic Partners | 30,541 | $2.51M | 0.04% | +6,501+27.0% | Added |
| XTX Topco Ltd | 30,480 | $2.51M | 0.21% | +30,480 | New |
| South State Corp. | 30,446 | $2.51M | 0.16% | +89+0.3% | Added |
| Rahlfs Capital, LLC | 30,295 | $2.49M | 2.47% | +30,295 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 30,270 | $2.49M | 0.23% | +313+1.0% | Added |
| Sowell Financial Services LLC | 30,209 | $2.49M | 0.13% | +4,015+15.3% | Added |
| TownSquare Capital, LLC | 30,166 | $2.48M | 0.03% | +3,636+13.7% | Added |
| Regal Investment Advisors LLC | 30,117 | $2.48M | 0.19% | +1,689+5.9% | Added |
| Courier Capital LLC | 30,020 | $2.47M | 0.17% | −2,368−7.3% | Reduced |
| Clarkston Capital Partners, LLC | 30,000 | $2.47M | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.47M | 0.09% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 29,903 | $2.46M | 0.09% | +267+0.9% | Added |
| Old Port Advisors | 29,830 | $2.46M | 0.71% | +944+3.3% | Added |
| Naviter Wealth, LLC | 29,820 | $2.45M | 0.30% | +5,337+21.8% | Added |
| Marshall Financial Group LLC | 29,810 | $2.45M | 0.59% | −1,368−4.4% | Reduced |
| Pullen Investment Management, LLC | 29,662 | $2.44M | 1.59% | −301−1.0% | Reduced |
| Shoker Investment Counsel, Inc. | 29,381 | $2.42M | 0.82% | +993+3.5% | Added |
| Broadwater Capital Management LLC | 29,358 | $2.42M | 1.85% | −99−0.3% | Reduced |