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.
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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 20,607 | $1.70M | 0.05% | +1,332+6.9% | Added |
| Horizon Investments, LLC | 20,572 | $1.69M | 0.05% | +659+3.3% | Added |
| Citizens Financial Group Inc | 20,512 | $1.69M | 0.03% | −211−1.0% | Reduced |
| Donaldson Capital Management, LLC | 20,476 | $1.69M | 0.06% | −792−3.7% | Reduced |
| Parsons Capital Management Inc | 20,440 | $1.68M | 0.09% | −213−1.0% | Reduced |
| Capital Investment Advisory Services, LLC | 20,415 | $1.68M | 0.16% | −449−2.2% | Reduced |
| Shelton Capital Management | 20,348 | $1.68M | 0.04% | −3,700−15.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 20,280 | $1.67M | 0.19% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 20,251 | $1.67M | 0.52% | +750+3.8% | Added |
| Wealthspire Advisors, LLC | 20,223 | $1.66M | 0.02% | +268+1.3% | Added |
| Atomi Financial Group, Inc. | 20,196 | $1.66M | 0.08% | +21+0.1% | Added |
| Consolidated Planning Corp | 20,193 | $1.66M | 0.23% | +529+2.7% | Added |
| Lakeview Capital Partners, LLC | 20,103 | $1.65M | 0.36% | −11,413−36.2% | Reduced |
| Geneos Wealth Management Inc. | 20,091 | $1.65M | 0.06% | +773+4.0% | Added |
| Federation des caisses Desjardins du Quebec | 20,048 | $1.65M | 0.01% | +3,987+24.8% | Added |
| Canal Insurance CO | 20,000 | $1.65M | 0.43% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 19,911 | $1.64M | 0.44% | +796+4.2% | Added |
| Weaver Capital Management LLC | 19,885 | $1.64M | 0.46% | +589+3.1% | Added |
| Good Life Advisors, LLC | 19,872 | $1.64M | 0.12% | −787−3.8% | Reduced |
| Meeder Advisory Services, Inc. | 19,765 | $1.63M | 0.10% | −471−2.3% | Reduced |
| LMG Wealth Partners, LLC | 19,707 | $1.62M | 0.35% | +53+0.3% | Added |
| SevenBridge Financial Group, LLC | 18,753 | $1.62M | 0.31% | −129−0.7% | Reduced |
| Bryn Mawr Trust Co | 19,670 | $1.62M | 0.03% | −6,514−24.9% | Reduced |
| Peoples Financial Services Corp. | 19,551 | $1.61M | 0.75% | −37−0.2% | Reduced |
| Caldwell Trust Co | 19,530 | $1.61M | 0.17% | +3,408+21.1% | Added |
| Vontobel Holding Ltd. | 19,255 | $1.59M | 0.01% | +19,255 | New |
| Stonebridge Financial Group, LLC | 19,144 | $1.58M | 0.17% | +19,144 | New |
| Pacific Wealth Strategies Group, Inc. | 19,133 | $1.58M | 1.10% | +846+4.6% | Added |
| Salem Investment Counselors Inc | 19,076 | $1.57M | 0.05% | −40.0% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.56M | 0.26% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 19,000 | $1.56M | 0.82% | +11,050+139.0% | Added |
| SBI Securities Co., Ltd. | 18,965 | $1.56M | 0.05% | +18,965 | New |
| Venture Visionary Partners LLC | 18,953 | $1.56M | 0.07% | +22+0.1% | Added |
| Brooks, Moore & Associates, Inc. | 18,923 | $1.56M | 0.92% | −100−0.5% | Reduced |
| Romano Brothers and Company | 18,685 | $1.54M | 0.19% | −1,116−5.6% | Reduced |
| LVW Advisors, LLC | 18,566 | $1.53M | 0.19% | +1,748+10.4% | Added |
| Eagle Rock Investment Company, LLC | 18,534 | $1.53M | 0.25% | −185−1.0% | Reduced |
| Hancock Whitney Corp | 18,517 | $1.52M | 0.05% | −8,296−30.9% | Reduced |
| Primoris Wealth Advisors, LLC | 18,494 | $1.52M | 1.16% | 00.0% | Unchanged |
| Providence First Trust Co | 18,461 | $1.52M | 0.57% | +15,971+641.4% | Added |
| NorthRock Partners, LLC | 18,449 | $1.52M | 0.05% | +267+1.5% | Added |
| Adapt Wealth Advisors, LLC | 18,431 | $1.52M | 0.75% | +40.0% | Added |
| Glenview Trust Co | 18,408 | $1.52M | 0.03% | −1,652−8.2% | Reduced |
| Arete Wealth Advisors, LLC | 18,451 | $1.51M | 0.11% | +242+1.3% | Added |
| ICW Investment Advisors LLC | 18,380 | $1.51M | 0.63% | +324+1.8% | Added |
| SWAN Capital LLC | 18,379 | $1.51M | 0.74% | −57−0.3% | Reduced |
| RFP Financial Group LLC | 18,341 | $1.51M | 0.59% | −18,345−50.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,329 | $1.51M | 0.44% | +15+0.1% | Added |
| LVZ Advisors, Inc. | 18,268 | $1.50M | 0.19% | +1,940+11.9% | Added |
| Regent Peak Wealth Advisors LLC | 18,185 | $1.50M | 0.34% | +61+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 18,151 | $1.49M | 0.52% | +755+4.3% | Added |
| Frank, Rimerman Advisors LLC | 18,081 | $1.49M | 0.11% | +40.0% | Added |
| Bristlecone Advisors, LLC | 18,075 | $1.49M | 0.12% | +27+0.1% | Added |
| Monte Financial Group, LLC | 18,065 | $1.49M | 0.64% | 00.0% | Unchanged |
| Danske Bank A/S | 18,063 | $1.49M | 0.00% | +8,700+92.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,042 | $1.49M | 0.10% | +10,194+129.9% | Added |
| AssuredPartners Investment Advisors, LLC | 18,006 | $1.48M | 0.29% | +18,006 | New |
| Sumitomo Life Insurance Co | 17,975 | $1.48M | 0.03% | −582−3.1% | Reduced |
| Aviva PLC | 17,943 | $1.48M | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 17,853 | $1.47M | 0.06% | −1,412−7.3% | Reduced |
| Vise Technologies, Inc. | 17,810 | $1.47M | 0.12% | +10,357+139.0% | Added |
| Rollins Financial Advisors, LLC | 17,784 | $1.46M | 0.23% | +4,263+31.5% | Added |
| Earnest Partners LLC | 17,762 | $1.46M | 0.01% | −358−2.0% | Reduced |
| Smith Thornton Advisors LLC | 17,760 | $1.46M | 0.92% | +1,041+6.2% | Added |
| Vinva Investment Management Ltd | 17,611 | $1.45M | 0.06% | +5,636+47.1% | Added |
| Congress Wealth Management LLC | 17,597 | $1.45M | 0.02% | −16,953−49.1% | Reduced |
| Cresset Asset Management, LLC | 17,598 | $1.45M | 0.01% | −51,064−74.4% | Reduced |
| Koshinski Asset Management, Inc. | 17,571 | $1.45M | 0.12% | +295+1.7% | Added |
| Twin Capital Management Inc | 17,530 | $1.44M | 0.16% | −385−2.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,526 | $1.44M | 0.13% | +580+3.4% | Added |
| Accurate Wealth Management, LLC | 17,665 | $1.44M | 0.28% | +280+1.6% | Added |
| Canada Post Corp Registered Pension Plan | 17,432 | $1.44M | 0.08% | +17,432 | New |
| Jeppson Wealth Management, LLC | 17,382 | $1.43M | 0.52% | +90+0.5% | Added |
| L.M. Kohn & Company | 17,340 | $1.43M | 0.37% | −346−2.0% | Reduced |
| Wellington Shields & Co., LLC | 17,334 | $1.43M | 0.44% | 00.0% | Unchanged |
| Burns J W & Co Inc | 17,311 | $1.43M | 0.18% | −530−3.0% | Reduced |
| GAMMA Investing LLC | 17,248 | $1.42M | 0.12% | −132−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 17,086 | $1.41M | 0.15% | +628+3.8% | Added |
| High Net Worth Advisory Group LLC | 17,070 | $1.41M | 0.39% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 17,033 | $1.40M | 0.44% | +3,366+24.6% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.40M | 0.17% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 16,947 | $1.40M | 0.37% | −182−1.1% | Reduced |
| Axxcess Wealth Management, LLC | 16,858 | $1.39M | 0.03% | −606−3.5% | Reduced |
| Gleason Group, Inc. | 16,844 | $1.39M | 0.24% | +139+0.8% | Added |
| Assetmark, Inc | 16,749 | $1.38M | 0.00% | +1,910+12.9% | Added |
| Centennial Bank | 16,660 | $1.37M | 0.65% | −85−0.5% | Reduced |
| Walleye Capital LLC | 16,578 | $1.36M | 0.01% | −50,889−75.4% | Reduced |
| Valeo Financial Advisors, LLC | 16,548 | $1.36M | 0.04% | +220+1.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.35M | 0.14% | +16,400 | New |
| First County Bank | 16,381 | $1.35M | 0.75% | −2,518−13.3% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 16,251 | $1.34M | 0.51% | +16,251 | New |
| Lineweaver Wealth Advisors, LLC | 16,194 | $1.33M | 0.25% | +1,469+10.0% | Added |
| Farmers National Bank | 16,194 | $1.33M | 0.39% | +16,194 | New |
| MUFG Securities Americas Inc. | 16,174 | $1.33M | 0.17% | +16,174 | New |
| Kovack Advisors, Inc. | 16,165 | $1.33M | 0.13% | +103+0.6% | Added |
| Ipswich Investment Management Co., Inc. | 16,121 | $1.33M | 0.32% | −300−1.8% | Reduced |
| Focus Financial Network, Inc. | 16,050 | $1.32M | 0.05% | +323+2.1% | Added |
| Symphony Financial, Ltd. Co. | 15,761 | $1.32M | 0.21% | −4,306−21.5% | Reduced |
| Wedmont Private Capital | 16,203 | $1.32M | 0.07% | +1,593+10.9% | Added |
| Asset Advisors Investment Management, LLC | 16,002 | $1.32M | 0.14% | +763+5.0% | Added |