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 |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | 29,186 | $2.40M | 0.23% | +200+0.7% | Added |
| Harbor Capital Advisors, Inc. | 29,063 | $2.39M | 0.10% | +886+3.1% | Added |
| Leo Wealth, LLC | 28,949 | $2.38M | 0.21% | +3,405+13.3% | Added |
| Empowered Funds, LLC | 28,936 | $2.38M | 0.03% | +5,894+25.6% | Added |
| Proequities, Inc. | 28,766 | $2.37M | 0.13% | −190−0.7% | Reduced |
| Greenleaf Trust | 28,704 | $2.36M | 0.02% | −1,442−4.8% | Reduced |
| Mechanics Bank Trust Department | 28,575 | $2.35M | 0.31% | −335−1.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,570 | $2.35M | 0.35% | +73+0.3% | Added |
| Harbour Trust & Investment Management Co | 28,462 | $2.34M | 0.27% | −1,266−4.3% | Reduced |
| TFG Advisers LLC | 28,360 | $2.33M | 0.84% | +156+0.6% | Added |
| Hilltop National Bank | 28,074 | $2.31M | 0.69% | +526+1.9% | Added |
| Financial Advisory Service, Inc. | 27,962 | $2.30M | 0.19% | +1,077+4.0% | Added |
| Jacobi Capital Management LLC | 27,737 | $2.28M | 0.17% | +146+0.5% | Added |
| Equitable Trust Co | 27,492 | $2.26M | 0.13% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 27,491 | $2.26M | 0.14% | −546−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 27,468 | $2.26M | 0.13% | +550+2.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,390 | $2.25M | 0.09% | −1,360−4.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 27,340 | $2.25M | 0.38% | +287+1.1% | Added |
| Smith Chas P & Associates Pa Cpas | 27,268 | $2.24M | 0.13% | +216+0.8% | Added |
| Stamos Capital Partners, L.P. | 27,260 | $2.24M | 0.53% | +4,550+20.0% | Added |
| PFG Investments, LLC | 27,163 | $2.24M | 0.14% | −354−1.3% | Reduced |
| CAPROCK Group, Inc. | 27,043 | $2.23M | 0.07% | +1,442+5.6% | Added |
| Kavar Capital Partners Group, LLC | 26,943 | $2.22M | 0.37% | 00.0% | Unchanged |
| Ethic Inc. | 26,576 | $2.19M | 0.04% | +7,608+40.1% | Added |
| Tyche Wealth Partners LLC | 26,576 | $2.19M | 0.46% | −328−1.2% | Reduced |
| Fiduciary Alliance LLC | 26,548 | $2.19M | 0.22% | +16,071+153.4% | Added |
| Miller Howard Investments Inc | 26,409 | $2.17M | 0.07% | +310+1.2% | Added |
| TD Private Client Wealth LLC | 26,401 | $2.17M | 0.06% | −465−1.7% | Reduced |
| Argyle Capital Management Inc. | 26,271 | $2.16M | 0.85% | +825+3.2% | Added |
| Vectors Research Management, LLC | 26,207 | $2.16M | 0.73% | +1,407+5.7% | Added |
| John G Ullman & Associates Inc | 26,194 | $2.16M | 0.32% | +101+0.4% | Added |
| Barometer Capital Management Inc. | 27,640 | $2.14M | 0.86% | −11,190−28.8% | Reduced |
| United Services Automobile Association | 25,835 | $2.13M | 0.07% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 25,805 | $2.12M | 0.56% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 25,256 | $2.12M | 0.05% | −462−1.8% | Reduced |
| IHT Wealth Management, LLC | 25,495 | $2.10M | 0.07% | −2,544−9.1% | Reduced |
| Bleakley Financial Group, LLC | 25,362 | $2.09M | 0.06% | +1,994+8.5% | Added |
| Ascent Wealth Partners, LLC | 25,193 | $2.07M | 0.28% | +304+1.2% | Added |
| Capital Square, LLC | 24,800 | $2.07M | 1.18% | +953+4.0% | Added |
| Verdence Capital Advisors LLC | 25,013 | $2.06M | 0.17% | +1,055+4.4% | Added |
| Farther Finance Advisors, LLC | 25,007 | $2.06M | 0.07% | +2,879+13.0% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.06M | 0.17% | 00.0% | Unchanged |
| Old North State Trust, LLC | 24,984 | $2.06M | 1.31% | +2,684+12.0% | Added |
| S.E.E.D. Planning Group LLC | 24,951 | $2.05M | 0.69% | −43−0.2% | Reduced |
| We Are One Seven, LLC | 24,912 | $2.05M | 0.08% | +534+2.2% | Added |
| Measured Risk Portfolios, Inc. | 24,898 | $2.05M | 2.28% | +24,898 | New |
| Gladstone Institutional Advisory LLC | 24,688 | $2.03M | 0.09% | −2,791−10.2% | Reduced |
| Baillie Gifford & Co | 24,639 | $2.03M | 0.00% | +2,408+10.8% | Added |
| Essex LLC | 24,624 | $2.03M | 0.43% | −2,257−8.4% | Reduced |
| Principal Securities, Inc. | 24,544 | $2.02M | 0.05% | +1,277+5.5% | Added |
| Stolper Co | 24,510 | $2.02M | 0.67% | +237+1.0% | Added |
| Trust Co of Vermont | 24,437 | $2.01M | 0.10% | −80.0% | Reduced |
| Assenagon Asset Management S.A. | 24,326 | $2.00M | 0.00% | −183,049−88.3% | Reduced |
| Diversified Trust Co | 24,226 | $1.99M | 0.05% | −1,290−5.1% | Reduced |
| Siemens Fonds Invest GmbH | 24,186 | $1.99M | 0.21% | +15,391+175.0% | Added |
| Aigen Investment Management, LP | 23,980 | $1.97M | 0.35% | +23,980 | New |
| Inman Jager Wealth Management, LLC | 23,914 | $1.97M | 1.53% | +23,914 | New |
| Private Trust Co NA | 23,883 | $1.97M | 0.20% | −663−2.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 23,725 | $1.95M | 0.25% | +13+0.1% | Added |
| ZWJ Investment Counsel Inc | 23,688 | $1.95M | 0.08% | +2,092+9.7% | Added |
| LBMC Investment Advisors, LLC | 23,528 | $1.94M | 0.15% | +30.0% | Added |
| Citizens National Bank Trust Department | 23,509 | $1.94M | 0.41% | −127−0.5% | Reduced |
| D L Carlson Investment Group Inc | 23,367 | $1.92M | 0.34% | −50−0.2% | Reduced |
| Southeast Asset Advisors Inc. | 23,097 | $1.90M | 0.23% | +1,450+6.7% | Added |
| NBT Bank N A | 23,088 | $1.90M | 0.13% | −631−2.7% | Reduced |
| Cape Investment Advisory, Inc. | 22,957 | $1.89M | 0.74% | +1,212+5.6% | Added |
| Raleigh Capital Management Inc. | 22,873 | $1.88M | 0.73% | −402−1.7% | Reduced |
| First City Capital Management, Inc. | 22,778 | $1.88M | 1.00% | −97−0.4% | Reduced |
| Smartleaf Asset Management LLC | 22,551 | $1.86M | 0.19% | +5,210+30.0% | Added |
| Brown Brothers Harriman & Co | 22,558 | $1.86M | 0.01% | +566+2.6% | Added |
| Kingswood Wealth Advisors, LLC | 22,480 | $1.85M | 0.14% | −38,596−63.2% | Reduced |
| Westpac Banking Corp | 22,437 | $1.85M | 0.12% | +2,700+13.7% | Added |
| NTV Asset Management LLC | 22,375 | $1.84M | 0.24% | −314−1.4% | Reduced |
| Claro Advisors LLC | 22,354 | $1.84M | 0.25% | −3,883−14.8% | Reduced |
| HHM Wealth Advisors, LLC | 22,310 | $1.84M | 0.25% | +249+1.1% | Added |
| Aquatic Capital Management LLC | 22,191 | $1.83M | 0.05% | +22,191 | New |
| HF Advisory Group, LLC | 22,175 | $1.83M | 0.84% | −723−3.2% | Reduced |
| BKD Wealth Advisors, LLC | 22,123 | $1.82M | 0.04% | +119+0.5% | Added |
| Columbus Macro, LLC | 22,109 | $1.82M | 0.25% | +10,090+84.0% | Added |
| Stock Yards Bank & Trust Co | 22,079 | $1.82M | 0.06% | −177−0.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,072 | $1.82M | 0.69% | +2,775+14.4% | Added |
| Schechter Investment Advisors, LLC | 21,935 | $1.81M | 0.14% | −1,084−4.7% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.79M | 0.06% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 21,790 | $1.79M | 0.74% | −1,391−6.0% | Reduced |
| Jump Financial, LLC | 21,743 | $1.79M | 0.04% | −9,788−31.0% | Reduced |
| Bangor Savings Bank | 21,522 | $1.77M | 0.17% | +196+0.9% | Added |
| Cullen Investment Group, Ltd. | 21,467 | $1.77M | 0.26% | +4,427+26.0% | Added |
| Pensionmark Financial Group, LLC | 21,430 | $1.76M | 0.05% | +10,348+93.4% | Added |
| Pacitti Group Inc. | 21,359 | $1.76M | 0.83% | +1,057+5.2% | Added |
| Wedbush Securities Inc | 21,280 | $1.75M | 0.06% | +488+2.3% | Added |
| First United Bank Trust | 21,241 | $1.75M | 0.64% | +831+4.1% | Added |
| Western Wealth Management, LLC | 21,228 | $1.75M | 0.09% | +37+0.2% | Added |
| Mayfair Advisory Group, LLC | 21,132 | $1.74M | 1.02% | +1,042+5.2% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $1.74M | 1.16% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 21,075 | $1.73M | 0.21% | +3,059+17.0% | Added |
| RDA Financial Network | 20,961 | $1.73M | 0.50% | +1,722+9.0% | Added |
| Patten & Patten Inc | 20,899 | $1.72M | 0.11% | −36−0.2% | Reduced |
| Smith, Moore & Co. | 20,896 | $1.72M | 0.16% | +628+3.1% | Added |
| Benedict Financial Advisors Inc | 20,671 | $1.70M | 0.41% | +2,747+15.3% | Added |
| Toroso Investments, LLC | 20,607 | $1.70M | 0.01% | −3,206−13.5% | Reduced |