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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q1 2025 vs. Q4 2024

How the institutions holding Southern Co changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of SO: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2,126382,207+119
Shares746.5M6.14M750.8M+10.4M (+1.4%)
Value$61.4B$506.7M$69.0B+$8.07B (+13.2%)

38 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (224)

Institutions that held Southern Co at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 224 by value.

Institutions new to SO in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC5,548,980$510.2M0.16%
Soroban Capital Partners LP2,229,510$205.0M2.89%
ExodusPoint Capital Management, LP634,653$58.4M0.77%
Freestone Grove Partners LP304,147$28.0M0.29%
Seven Grand Managers, LLC300,000$27.6M6.44%
Trexquant Investment LP299,225$27.5M0.32%
Cbre Clarion Securities LLC280,009$25.7M0.39%
Investment Management Corp of Ontario248,493$22.8M0.47%
Arrowstreet Capital, Limited Partnership105,019$9.66M0.01%
Rakuten Investment Management, Inc.100,147$9.13M0.04%
Balyasny Asset Management LLC91,148$8.38M0.02%
Dynamic Advisor Solutions LLC90,063$8.28M0.27%
Zions Bancorporation, National Association59,081$5.43M0.34%
Arrow Capital Pty Ltd50,000$4.80M5.99%
Wills Financial Group LLC41,467$3.81M1.69%
Alyeska Investment Group, L.P.38,230$3.52M0.01%
BCJ Capital Management, LLC36,979$3.40M0.25%
Element Capital Management LLC30,623$2.82M0.70%
Aurora Investment Counsel27,504$2.53M1.40%
GAM Holding AG27,006$2.48M0.19%
Ontario Teachers Pension Plan Board20,414$1.88M0.03%
Worldquant Millennium Advisors LLC18,609$1.71M0.01%
DRW Securities, LLC17,103$1.57M0.13%
Interval Partners, LP16,948$1.56M0.06%
Virginia Retirement Systems Et Al15,800$1.45M0.01%
Boothbay Fund Management, LLC14,697$1.35M0.05%
Healthcare of Ontario Pension Plan Trust Fund13,063$1.20M0.00%
SPC Financial, Inc.12,712$1.17M0.10%
Integrity Alliance, LLC.11,783$1.08M0.04%
Banque Cantonale Vaudoise10,272$945.0K0.04%
Kingsman Wealth Management, Inc.10,111$929.7K0.68%
Balentine LLC9,811$902.1K0.04%
SCP Investment, LP9,800$901.1K0.77%
Concentric Capital Strategies, LP9,291$854.3K0.09%
Axq Capital, LP9,192$845.2K0.34%
Advisors Preferred, LLC9,150$840.2K0.11%
Summit Global Investments9,131$840.0K0.06%
Advisor Resource Council8,744$800.0K0.06%
AXA S.A.8,140$748.5K0.00%
Farringdon Capital, Ltd.7,529$692.3K0.35%
Polymer Capital Management (US) LLC7,437$683.8K0.21%
Davidson Trust Co7,045$647.8K0.31%
Koss-Olinger Consulting, LLC6,878$632.0K0.05%
Fox Run Management, L.L.C.6,715$617.4K0.10%
TFR Capital, LLC.6,660$612.4K0.25%
Brown Miller Wealth Management, LLC6,659$612.3K0.21%
Good Steward Wealth Advisors,LLC6,566$603.7K0.55%
Strategies Wealth Advisors, LLC6,335$582.5K0.07%
Alamea Verwaltungs GmbH6,146$565.1K0.49%
3Chopt Investment Partners, LLC6,036$555.0K0.15%
Capital City Trust Co5,945$546.6K0.15%
Convergence Investment Partners, LLC5,750$528.7K0.15%
Centiva Capital, LP5,628$517.5K0.03%
SCS Capital Management LLC5,597$514.6K0.01%
Asahi Life Asset Management Co., Ltd.5,590$514.0K0.33%
OneAscent Investment Solutions LLC5,551$510.0K0.61%
Consolidated Portfolio Review Corp5,213$479.3K0.08%
MBL Wealth, LLC5,061$465.4K0.05%
Bridgewater Advisors Inc.5,006$457.8K0.04%
Gentry Private Wealth, LLC4,848$445.8K0.37%
CenterStar Asset Management, LLC4,678$430.3K0.62%
T. Rowe Price Investment Management, Inc.4,671$430.0K0.00%
Phoenix Holdings Ltd.4,572$422.5K0.01%
Rainey & Randall Investment Management Inc.4,491$412.9K0.08%
Gateway Wealth Partners, LLC4,429$407.2K0.09%
Fiducient Advisors LLC4,253$391.1K0.05%
Oak Thistle LLC4,085$375.6K0.08%
Worth Financial Advisory Group, LLC4,027$370.3K0.24%
Simplicity Wealth,LLC3,948$363.0K0.03%
Spinnaker Trust3,928$361.2K0.02%
Tennessee Valley Asset Management Partners3,785$348.0K0.06%
MBB Public Markets I LLC3,690$339.3K0.04%
Private Wealth Asset Management, LLC3,583$329.5K0.05%
Signature Estate & Investment Advisors LLC3,496$321.5K0.01%
Parallax Volatility Advisers, L.P.3,477$319.7K0.01%
Leslie Global Wealth, LLC3,379$310.7K0.15%
Nalls Sherbakoff Group, LLC3,357$308.7K0.25%
Sentry Investment Management LLC3,530$308.0K0.21%
Inscription Capital, LLC4,278$306.9K0.05%
Callan Capital, LLC3,301$303.5K0.02%
MJT & Associates Financial Advisory Group, Inc.3,274$301.0K0.29%
SkyOak Wealth, LLC3,265$300.2K0.07%
FSA Advisors, Inc.3,246$298.5K0.24%
Calton & Associates, Inc.3,194$293.7K0.07%
Code Waechter LLC3,173$292.0K0.24%
Dover Advisors, LLC3,151$289.7K0.13%
Brookwood Investment Group LLC3,115$286.4K0.05%
Paragon Private Wealth Management, LLC3,031$278.7K0.13%
MRP Capital Investments, LLC3,000$275.9K0.26%
Peak Retirement Planning, Inc.2,958$272.0K0.15%
VestGen Advisors, LLC2,885$265.2K0.01%
Optimize Financial Inc2,816$258.9K0.10%
LaSalle St. Investment Advisors, LLC2,807$258.0K0.06%
Baron Wealth Management LLC2,788$256.4K0.11%
Evanson Asset Management, LLC2,779$255.5K0.02%
NorthStar Asset Management LLC2,748$252.7K0.16%
Landscape Capital Management, L.L.C.2,699$248.2K0.02%
Resonant Capital Advisors, LLC2,661$244.7K0.02%
NBW Capital LLC2,617$240.6K0.05%
Barlow Wealth Partners, Inc.2,653$239.9K0.03%

Sold out (105)

Institutions that held Southern Co at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 105 by value.

Institutions that sold out of SO in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Graham Capital Management, L.P.182,761$15.0M
ING Groep NV128,907$10.6M
Tudor Investment Corp Et Al113,145$9.31M
Voloridge Investment Management, LLC109,417$9.01M
Employees Retirement System of Texas109,404$9.01M
Weiss Asset Management LP78,610$6.47M
Quantitative Investment Management, LLC75,446$6.21M
Lumbard & Kellner, LLC63,035$5.19M
Neo Ivy Capital Management45,360$3.73M
Park Avenue Securities LLC41,401$3.41M
Entropy Technologies, LP36,549$3.01M
IMC-Chicago, LLC34,371$2.83M
Campbell & CO Investment Adviser LLC31,582$2.60M
Harbor Capital Advisors, Inc.29,063$2.39M
Proequities, Inc.28,766$2.37M
Barometer Capital Management Inc.27,640$2.14M
Measured Risk Portfolios, Inc.24,898$2.05M
Aigen Investment Management, LP23,980$1.97M
BKD Wealth Advisors, LLC22,123$1.82M
Y-Intercept (Hong Kong) Ltd18,042$1.49M
Canada Post Corp Registered Pension Plan17,432$1.44M
Old National Bancorp15,239$1.25M
Dynamic Technology Lab Private Ltd14,990$1.23M
Boston Private Wealth LLC14,636$1.20M
Griffin Asset Management, Inc.14,458$1.19M
Impact Partnership Wealth, LLC13,664$1.12M
Essential Planning, LLC.11,477$1.01M
First Hawaiian Bank11,486$945.5K
Retirement Guys Formula LLC10,658$877.3K
Morningstar Investment Management LLC10,492$864.0K
WCG Wealth Advisors LLC10,002$823.0K
Arrow Financial Corp9,960$819.9K
Buck Wealth Strategies, LLC9,421$775.5K
Temasek Holdings (Private) Ltd8,960$737.6K
Adviser Investments LLC8,614$709.1K
Capstone Investment Advisors, LLC8,448$695.4K
Oxford Asset Management LLP8,302$683.4K
ISAM Funds (UK) Ltd7,253$597.1K
Edgestream Partners, L.P.7,225$594.8K
Machina Capital S.A.S.7,131$587.0K
Angeles Investment Advisors, LLC7,019$577.8K
Flow Traders U.S. LLC6,864$565.0K
R Squared Ltd6,420$528.5K
EntryPoint Capital, LLC6,085$500.9K
Capital Wealth Planning, LLC5,879$484.0K
Waldron Private Wealth LLC5,781$475.9K
Wright Investors Service Inc5,654$465.4K
Cutler Investment Counsel LLC5,627$463.2K
Ashton Thomas Securities, LLC5,542$456.2K
Glaxis Capital Management, LLC5,000$411.6K
Longfellow Investment Management Co LLC4,549$374.5K
Armstrong, Fleming & Moore, Inc4,270$351.5K
Catalina Capital Group, LLC4,242$349.2K
ASB Consultores, LLC4,078$335.7K
Oakland Financial Corp4,000$329.3K
Jentner Corp3,759$309.4K
Optiver Holding B.V.3,733$307.3K
Analyst IMS Investment Management Services Ltd.3,357$276.0K
Financial Harvest, LLC3,345$275.4K
Strategic Financial Concepts, LLC3,320$273.3K
Aveo Capital Partners, LLC3,257$268.1K
Twinbeech Capital LP3,171$261.0K
Keb Asset Management, LLC3,162$260.3K
Blueprint Investment Partners LLC2,929$241.1K
Buffington Mohr McNeal2,845$234.2K
Fortis Capital Advisors, LLC2,694$232.8K
Maven Securities LTD2,751$226.5K
Valley Financial Group, Inc.2,724$224.2K
Custom Index Systems, LLC2,715$223.5K
West Chester Capital Advisors, Inc2,711$223.2K
Berkshire Asset Management LLC2,671$223.0K
Versor Investments LP2,660$219.0K
Schmidt P J Investment Management Inc2,610$214.9K
Private Wealth Partners, LLC2,600$214.0K
WMS Partners, LLC2,559$210.6K
Winton Group Ltd2,508$206.5K
Evoke Wealth, LLC2,499$205.7K
PharVision Advisers, LLC2,466$203.0K
Caitong International Asset Management Co., Ltd1,933$159.1K
Oarsman Capital, Inc.1,434$118.0K
Endeavor Private Wealth, Inc.1,275$105.0K
Pacific Capital Wealth Advisors, Inc815$67.1K
Central Pacific Bank - Trust Division553$45.5K
Elequin Capital LP498$41.0K
Kohmann Bosshard Financial Services, LLC424$34.9K
Transcendent Capital Group LLC296$24.3K
Fairfield Financial Advisors, LTD284$23.4K
Caitlin John, LLC271$22.3K
CoreFirst Bank & Trust200$16.5K
Catherine Avery Investment Management LLC200$16.5K
Migdal Insurance & Financial Holdings Ltd.192$16.0K
Cyrus J. Lawrence, LLC200$16.0K
Eagle Bay Advisors LLC153$12.6K
Financial Life Planners150$12.4K
FPC Investment Advisory, Inc.116$9.74K
CarsonAllaria Wealth Management, Ltd.115$9.54K
HGK Asset Management Inc100$8.23K
New Wave Wealth Advisors LLC63$5.20K
Minot DeBlois Advisors LLC50$4.12K
Conquis Financial LLC35$2.88K

Not filed for Q1 2025 yet (38)

Institutions that held Southern Co at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC5,489,536$451.9M
Eagle Ridge Investment Management181,773$15.0M
Executive Wealth Management, LLC102,859$8.47M
Zions Bancorporation, N.A.56,344$4.64M
Sugarloaf Wealth Management, LLC48,376$3.98M
Wills Financial Group, Inc.38,365$3.16M
Hilltop National Bank28,074$2.31M
Global Retirement Partners, LLC20,607$1.70M
Lakeview Capital Partners, LLC20,103$1.65M
Vise Technologies, Inc.17,810$1.47M
Wetherby Asset Management Inc15,741$1.30M
TrinityPoint Wealth, LLC15,617$1.29M
SignalPoint Asset Management, LLC13,193$1.09M
Strategic Wealth Partners, Ltd.12,419$1.08M
Mosley Wealth Management12,100$1.00M
Boston Financial Mangement LLC10,315$849.1K
Cornerstone Planning, LLC9,402$774.0K
Edge Capital Group, LLC18$763.2K
Lake Street Advisors Group, LLC6,768$557.2K
Oliver Lagore Vanvalin Investment Group5,034$414.4K
Triton Wealth Management, PLLC4,560$398.7K
Geller Advisors LLC3,791$312.1K
Merriman Wealth Management, LLC3,468$285.5K
Private Portfolio Partners LLC3,435$282.8K
Strathmore Capital Advisors, Inc.3,386$278.7K
Blue Capital, Inc.3,107$255.8K
Gray Wealth Management Inc.2,988$246.0K
Campbell Wealth Management2,688$221.0K
AlphaMark Advisors, LLC2,589$213.0K
WR Wealth Planners, LLC2,542$209.3K
Unionview, LLC2,510$206.6K
Northwest Bank & Trust Co2,006$178.8K
Wintrust Investments LLC1,163$95.0K
Householder Group Estate & Retirement Specialist, LLC870$71.0K
Cassady Schiller Wealth Management, LLC637$52.4K
Sanctuary Wealth Management, L.L.C.477$39.3K
Financial Gravity Companies, Inc.120$9.88K
Criterion Capital Advisors, LLC101$7.86K