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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 15,979 | $1.32M | 0.15% | −245−1.5% | Reduced |
| Adirondack Trust Co | 15,970 | $1.31M | 0.50% | −75−0.5% | Reduced |
| Stokes Family Office, LLC | 15,954 | $1.31M | 0.14% | +87+0.5% | Added |
| Fullerton Fund Management Co Ltd. | 15,889 | $1.31M | 0.05% | +2,259+16.6% | Added |
| CapWealth Advisors, LLC | 15,878 | $1.31M | 0.14% | −238−1.5% | Reduced |
| International Assets Investment Management, LLC | 15,913 | $1.31M | 0.11% | −1,486,900−98.9% | Reduced |
| Miracle Mile Advisors, LLC | 15,818 | $1.30M | 0.03% | +952+6.4% | Added |
| Clifford Swan Investment Counsel LLC | 15,800 | $1.30M | 0.05% | −252−1.6% | Reduced |
| Strategic Blueprint, LLC | 15,767 | $1.30M | 0.08% | +212+1.4% | Added |
| Venturi Wealth Management, LLC | 15,761 | $1.30M | 0.06% | +4,887+44.9% | Added |
| Burke & Herbert Bank & Trust Co | 15,741 | $1.30M | 0.31% | −314−2.0% | Reduced |
| Wetherby Asset Management Inc | 15,741 | $1.30M | 0.06% | −2,715−14.7% | Reduced |
| Huber Capital Management LLC | 15,700 | $1.29M | 0.26% | −7,697−32.9% | Reduced |
| Snowden Capital Advisors LLC | 15,652 | $1.29M | 0.04% | −9,804−38.5% | Reduced |
| TrinityPoint Wealth, LLC | 15,617 | $1.29M | 0.18% | −68−0.4% | Reduced |
| Two Sigma Investments, LP | 15,600 | $1.28M | 0.00% | +15,600 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 31,225 | $1.28M | 0.22% | −1,149−3.5% | Reduced |
| Sandy Spring Bank | 15,569 | $1.28M | 0.05% | −325−2.0% | Reduced |
| Jane Street Group, LLC | 15,530 | $1.28M | 0.00% | −120,278−88.6% | Reduced |
| CBOE Vest Financial, LLC | 15,470 | $1.27M | 0.02% | +4,625+42.6% | Added |
| Sherbrooke Park Advisers LLC | 15,398 | $1.27M | 0.40% | +9,434+158.2% | Added |
| XML Financial, LLC | 15,315 | $1.26M | 0.12% | +1,066+7.5% | Added |
| Highline Wealth Partners LLC | 15,308 | $1.26M | 0.41% | +113+0.7% | Added |
| TCW Group Inc | 15,305 | $1.26M | 0.01% | +377+2.5% | Added |
| Ignite Planners, LLC | 15,279 | $1.26M | 0.28% | +27+0.2% | Added |
| Old National Bancorp | 15,239 | $1.25M | 0.03% | +893+6.2% | Added |
| Powers Advisory Group, LLC | 15,238 | $1.25M | 0.63% | +84+0.6% | Added |
| Confluence Wealth Services, Inc. | 15,234 | $1.25M | 0.08% | −1,356−8.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,175 | $1.25M | 0.01% | −3,924−20.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,990 | $1.23M | 0.20% | +14,990 | New |
| Silver Oak Securities, Inc | 14,931 | $1.23M | 0.11% | +2,572+20.8% | Added |
| WMG Financial Advisors, LLC | 14,915 | $1.23M | 0.53% | +11,176+298.9% | Added |
| Sculati Wealth Management, LLC | 14,910 | $1.23M | 0.49% | −900−5.7% | Reduced |
| Yeomans Consulting Group, Inc. | 14,866 | $1.22M | 0.46% | −3,476−19.0% | Reduced |
| Hilltop Holdings Inc. | 14,795 | $1.22M | 0.08% | −5,760−28.0% | Reduced |
| Silvercrest Asset Management Group LLC | 14,741 | $1.21M | 0.01% | −350−2.3% | Reduced |
| Delta Asset Management LLC | 14,729 | $1.21M | 0.11% | −281−1.9% | Reduced |
| Ninepoint Partners LP | 14,710 | $1.21M | 0.19% | +2,920+24.8% | Added |
| Boston Private Wealth LLC | 14,636 | $1.20M | 0.02% | +14,636 | New |
| Spreng Capital Management, Inc. | 14,617 | $1.20M | 0.52% | −56−0.4% | Reduced |
| Fca Corp | 14,584 | $1.20M | 0.37% | +23+0.2% | Added |
| Bank & Trust Co | 14,573 | $1.20M | 1.01% | −377−2.5% | Reduced |
| Bahl & Gaynor Inc | 14,490 | $1.19M | 0.01% | −135−0.9% | Reduced |
| Glen Eagle Advisors, LLC | 14,488 | $1.19M | 0.20% | +7,356+103.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 14,481 | $1.19M | 0.30% | −880−5.7% | Reduced |
| Philadelphia Trust Co | 14,470 | $1.19M | 0.09% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 14,458 | $1.19M | 0.14% | −1,120−7.2% | Reduced |
| Qtron Investments LLC | 14,394 | $1.18M | 0.17% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 14,377 | $1.18M | 0.63% | +1,193+9.0% | Added |
| DMG Group, LLC | 14,374 | $1.18M | 0.96% | +139+1.0% | Added |
| Register Financial Advisors LLC | 14,354 | $1.18M | 0.59% | +29+0.2% | Added |
| Chatham Capital Group, Inc. | 14,294 | $1.18M | 0.19% | 00.0% | Unchanged |
| BancorpSouth Bank | 14,210 | $1.17M | 0.08% | −1,385−8.9% | Reduced |
| Occudo Quantitative Strategies LP | 14,201 | $1.17M | 0.21% | +14,201 | New |
| Ti-Trust, Inc | 14,160 | $1.17M | 0.78% | −50−0.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 14,143 | $1.16M | 0.56% | −163−1.1% | Reduced |
| IFP Advisors, Inc | 14,020 | $1.16M | 0.04% | +896+6.8% | Added |
| Farmers & Merchants Investments Inc | 14,075 | $1.16M | 0.04% | −50.0% | Reduced |
| Red Door Wealth Management, LLC | 14,009 | $1.15M | 0.18% | −450−3.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,007 | $1.15M | 0.02% | −2,560−15.5% | Reduced |
| Means Investment Co., Inc. | 13,991 | $1.15M | 0.12% | +377+2.8% | Added |
| Kiker Wealth Management, LLC | 13,991 | $1.15M | 0.93% | +13,991 | New |
| Berkeley Capital Partners, LLC | 13,938 | $1.15M | 0.32% | −231−1.6% | Reduced |
| Detalus Advisors, LLC | 13,935 | $1.15M | 0.38% | +58+0.4% | Added |
| ForthRight Wealth Management, LLC | 13,907 | $1.14M | 0.38% | +53+0.4% | Added |
| Jackson Thornton Asset Management, LLC | 13,903 | $1.14M | 0.14% | +3,237+30.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,886 | $1.14M | 0.00% | +1,762+14.5% | Added |
| Personal Cfo Solutions, LLC | 13,827 | $1.14M | 0.22% | −563−3.9% | Reduced |
| West Bancorporation Inc | 13,820 | $1.14M | 0.75% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 13,754 | $1.13M | 0.17% | −9−0.1% | Reduced |
| Sheets Smith Wealth Management | 13,722 | $1.13M | 0.14% | +50+0.4% | Added |
| Cannon Financial Strategists, Inc. | 13,711 | $1.13M | 0.19% | +367+2.8% | Added |
| Impact Partnership Wealth, LLC | 13,664 | $1.12M | 0.23% | +10,494+331.0% | Added |
| Mesirow Financial Investment Management, Inc. | 13,661 | $1.12M | 0.02% | −49−0.4% | Reduced |
| Ritholtz Wealth Management | 13,510 | $1.11M | 0.03% | −143−1.0% | Reduced |
| Lebenthal Global Advisors, LLC | 13,508 | $1.11M | 0.20% | +827+6.5% | Added |
| Checchi Capital Advisers, LLC | 13,488 | $1.11M | 0.08% | +259+2.0% | Added |
| Spire Wealth Management | 13,426 | $1.11M | 0.03% | −7,527−35.9% | Reduced |
| Wiser Wealth Management, Inc | 13,275 | $1.09M | 0.31% | +152+1.2% | Added |
| United Bank | 13,275 | $1.09M | 0.13% | +25+0.2% | Added |
| Mission Wealth Management, LP | 13,257 | $1.09M | 0.03% | +652+5.2% | Added |
| Mitchell Sinkler & Starr | 13,237 | $1.09M | 0.29% | −4,492−25.3% | Reduced |
| Brighton Jones LLC | 13,200 | $1.09M | 0.03% | −355−2.6% | Reduced |
| SignalPoint Asset Management, LLC | 13,193 | $1.09M | 0.26% | −448−3.3% | Reduced |
| Belpointe Asset Management LLC | 12,560 | $1.09M | 0.07% | +222+1.8% | Added |
| Strategic Wealth Partners, Ltd. | 12,419 | $1.08M | 0.09% | +2,346+23.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,074 | $1.08M | 0.08% | −13,243−50.3% | Reduced |
| GoalVest Advisory LLC | 13,054 | $1.07M | 0.29% | −122−0.9% | Reduced |
| Keystone Financial Group | 13,042 | $1.07M | 0.11% | +2,039+18.5% | Added |
| Guardian Wealth Advisors, LLC | 13,024 | $1.07M | 0.09% | +686+5.6% | Added |
| Trust Point Inc. | 12,959 | $1.07M | 0.07% | +273+2.2% | Added |
| Country Club Bank | 12,845 | $1.06M | 0.07% | −15−0.1% | Reduced |
| Asset Planning,Inc | 12,849 | $1.06M | 0.81% | +12,849 | New |
| Patton Albertson Miller Group, LLC | 12,834 | $1.06M | 0.14% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 12,797 | $1.05M | 0.13% | −225−1.7% | Reduced |
| Burney Co | 12,785 | $1.05M | 0.04% | −225−1.7% | Reduced |
| Fidelis Capital Partners, LLC | 12,524 | $1.05M | 0.11% | +2,107+20.2% | Added |
| Flputnam Investment Management Co | 12,752 | $1.05M | 0.02% | −1,077−7.8% | Reduced |
| Stiles Financial Services Inc | 12,698 | $1.05M | 0.38% | +1,371+12.1% | Added |
| Parallel Advisors, LLC | 12,685 | $1.04M | 0.02% | +1,148+10.0% | Added |