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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 5 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

Q2 2024 vs. Q1 2024

How the institutions holding Southern Co changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of SO: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1,825251,888+88
Shares711.2M2.34M732.4M+23.6M (+3.3%)
Value$51.0B$167.6M$56.8B+$5.96B (+11.7%)

25 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (177)

Institutions that held Southern Co at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 177 by value.

Institutions new to SO in Q2 2024
InstitutionSharesValue% of portfolio
GQG Partners LLC13,679,017$1.06B1.61%
Soroban Capital Partners LP642,679$49.9M0.73%
Sanctuary Advisors, LLC374,795$27.4M0.20%
iA Global Asset Management Inc.306,800$23.8M0.45%
Corebridge Financial, Inc.270,974$21.0M0.12%
Covalis Capital LLP192,044$14.9M2.03%
UBS Oconnor LLC190,300$14.8M0.42%
Klingenstein Fields & Co LP136,961$10.6M0.44%
Mirae Asset Global ETFs Holdings Ltd.110,212$8.55M0.02%
Employees Retirement System of Texas106,970$8.30M0.08%
Strategic Financial Concepts, LLC232,075$6.55M0.02%
Mizuho Securities USA LLC84,311$6.54M0.14%
MBB Public Markets I LLC79,420$6.16M0.13%
Aventail Capital Group, LP64,292$4.99M0.35%
BCJ Capital Management, LLC62,556$4.85M0.39%
Bayesian Capital Management, LP57,300$4.44M0.51%
Caxton Associates LP48,547$3.77M0.15%
Parkside Investments, LLC44,800$3.48M0.55%
Hodges Capital Management Inc.40,018$3.10M0.21%
Omers Administration Corp37,893$2.94M0.03%
Stamos Capital Partners, L.P.34,070$2.64M0.56%
Marshall Financial Group LLC31,418$2.44M0.68%
Gunn & Co Investment Management, Inc.28,236$2.19M0.13%
Shoker Investment Counsel, Inc.28,219$2.19M0.77%
Waterloo Capital, L.P.27,673$2.15M0.26%
Barometer Capital Management Inc.27,640$2.14M0.83%
CSS LLC26,700$2.07M0.15%
Greenland Capital Management LP26,530$2.06M0.44%
Advanced Asset Management Advisors Inc25,805$2.00M0.53%
Dynamic Technology Lab Private Ltd24,760$1.92M0.22%
Vident Advisory, LLC24,480$1.90M0.05%
CFS Investment Advisory Services, LLC23,456$1.82M0.15%
Winton Group Ltd19,220$1.49M0.10%
Primoris Wealth Advisors, LLC18,494$1.43M1.15%
Bank & Trust Co15,265$1.18M1.00%
Schonfeld Strategic Advisors LLC13,670$1.06M0.01%
Smith Thornton Advisors LLC13,295$1.03M0.76%
Golden State Equity Partners12,753$989.3K0.21%
Tradewinds, LLC.11,619$901.3K0.28%
Live Oak Investment Partners–$894.5K0.74%
Jump Financial, LLC9,990$774.9K0.02%
Fifth Third Wealth Advisors LLC9,781$758.7K0.06%
Cookson Peirce & Co Inc9,608$745.3K0.04%
AMG National Trust Bank8,328$646.0K0.02%
Geometric Wealth Advisors8,004$620.9K0.13%
Baader Bank INC7,974$609.4K0.05%
Certified Advisory Corp7,787$604.1K0.08%
SageView Advisory Group, LLC7,604$589.9K0.03%
Asset Planning Corporation7,400$574.0K0.43%
GTS Securities LLC6,936$538.0K0.01%
M Holdings Securities, Inc.6,853$535.0K0.07%
River Wealth Advisors LLC6,713$520.7K0.07%
Fullerton Fund Management Co Ltd.6,661$516.7K0.02%
DRW Securities, LLC6,503$509.2K0.03%
Orion Investment Co6,435$499.2K0.20%
Legacy Advisors, LLC6,190$480.2K0.06%
Driehaus Capital Management LLC6,033$468.0K0.00%
Triad Wealth Partners, LLC5,862$454.7K0.24%
Cordatus Wealth Management LLC5,813$451.0K0.17%
Knollwood Investment Advisory, LLC5,776$448.0K0.05%
Pensionmark Financial Group, LLC5,369$416.5K0.03%
Naples Money Management LLC5,388$414.9K0.35%
Nebula Research & Development LLC5,342$414.4K0.07%
Koss-Olinger Consulting, LLC5,335$414.0K0.04%
Oxford Financial Group Ltd5,319$412.6K0.03%
Members Wealth LLC4,476$408.5K0.27%
Sentry Investment Management LLC5,142$399.0K0.18%
Lee Danner & Bass Inc5,020$389.0K0.03%
Fox Run Management, L.L.C.4,908$380.7K0.07%
ISAM Funds (UK) Ltd4,907$380.6K0.29%
Fiduciary Financial Group, LLC4,669$378.7K0.09%
Lloyd Advisory Services, LLC.4,849$376.2K0.18%
Heritage Wealth Management, Inc.4,766$371.9K0.12%
Callan Family Office, LLC4,463$346.2K0.07%
CTC Alternative Strategies, Ltd.4,398$341.2K0.14%
Walkner Condon Financial Advisors LLC4,291$332.8K0.07%
Gentry Private Wealth, LLC4,205$326.2K0.29%
Gordian Capital Singapore Pte Ltd4,190$325.0K0.19%
Marex Group plc4,190$325.0K0.01%
Blueprint Investment Partners LLC4,003$310.5K0.07%
Laurion Capital Management LP3,926$304.5K0.01%
Coppell Advisory Solutions LLC3,908$303.2K0.05%
Ellis Investment Partners, LLC3,871$300.3K0.06%
Narwhal Capital Management3,859$299.3K0.03%
Mirabella Financial Services LLP3,850$298.6K0.02%
3Chopt Investment Partners, LLC3,828$296.9K0.09%
Brass Tax Wealth Management, Inc3,823$296.6K0.06%
Oak Hill Wealth Advisors, LLC3,775$292.8K0.09%
Morningstar Investment Services LLC3,574$279.0K0.00%
Banque Cantonale Vaudoise3,484$271.0K0.01%
Platform Technology Partners3,485$270.3K0.09%
Wedgewood Investors Inc3,450$267.6K0.32%
CenterStar Asset Management, LLC3,387$262.3K0.39%
Catalina Capital Group, LLC3,303$256.2K0.10%
Total Clarity Wealth Management, Inc.3,219$249.7K0.09%
Keb Asset Management, LLC3,162$245.3K0.08%
Investment Planning Advisors, Inc.3,156$244.8K0.12%
Cromwell Holdings LLC3,119$241.9K0.14%
Brendel Financial Advisors LLC3,100$240.0K0.15%
Gryphon Financial Partners LLC3,058$237.2K0.04%

Sold out (89)

Institutions that held Southern Co at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of SO in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Point72 Asset Management, L.P.634,329$45.5M
Cbre Clarion Securities LLC613,265$44.0M
Qube Research & Technologies Ltd607,651$43.6M
American International Group, Inc.276,233$19.8M
Texas Permanent School Fund225,441$16.2M
SPX Equities Gestao de Recursos Ltda150,300$10.8M
Connor, Clark & Lunn Investment Management Ltd.109,438$7.85M
Legacy Capital Wealth Partners, LLC84,477$6.22M
Executive Wealth Management, LLC79,978$5.69M
M&G Plc78,438$5.65M
Peconic Partners LLC76,819$5.51M
BW Gestao de Investimentos Ltda.60,000$4.30M
Lincoln National Corp53,900$3.87M
First National Bank of Omaha37,051$3.41M
Metropolitan Life Insurance Co43,987$3.16M
Entropy Technologies, LP43,926$3.15M
OneAscent Wealth Management LLC40,854$2.93M
Concentric Capital Strategies, LP39,357$2.82M
Capital Group Investment Management Pte. Ltd.29,046$2.08M
Keene & Associates, Inc.25,833$1.85M
Susquehanna Fundamental Investments, LLC22,400$1.61M
Alberta Investment Management Corp21,700$1.56M
Versor Investments LP21,400$1.54M
Smith Group Asset Management, LLC18,478$1.33M
Quantitative Investment Management, LLC18,178$1.30M
Strategic Planning Group, LLC17,517$1.26M
Quadrature Capital Ltd16,280$1.17M
Summit Global Investments15,275$1.10M
Arrowstreet Capital, Limited Partnership15,246$1.09M
Nwam LLC11,605$890.0K
Andra AP-fonden10,900$782.0K
Infrastructure Capital Advisors, LLC8,851$635.0K
Occudo Quantitative Strategies LP8,642$620.0K
FourThought Financial Partners, LLC8,529$611.9K
Groesbeck Investment Management Corp8,100$581.0K
CoreCap Advisors, LLC7,423$532.5K
Delta Financial Group, Inc.7,394$530.0K
Asahi Life Asset Management Co., Ltd.6,652$477.2K
OneAscent Financial Services LLC6,385$458.0K
Brevan Howard Capital Management LP6,278$450.4K
Petrus Trust Company, LTA5,798$415.9K
Juncture Wealth Strategies, LLC5,766$413.7K
Qsemble Capital Management, LP5,548$398.0K
BBR Partners, LLC5,426$389.3K
Balentine LLC5,302$380.4K
Wolverine Trading, LLC5,215$374.1K
BEAM Asset Management, LLC5,094$365.4K
Abn Amro Investment Solutions4,948$355.0K
Relative Value Partners Group, LLC4,832$335.9K
Beacon Investment Advisory Services, Inc.4,664$334.6K
Radnor Capital Management, LLC4,500$323.0K
Sierra Summit Advisors LLC4,294$308.1K
Aviso Wealth Management4,194$300.9K
Signal Advisors Wealth, LLC4,018$288.3K
Frontier Asset Management, LLC3,897$279.6K
Systematic Portfolios LLC3,840$275.5K
Second Half Financial Partners, LLC3,801$272.7K
Oak Family Advisors, LLC3,638$261.0K
Marshall Wace, LLP3,439$246.7K
Private Portfolio Partners LLC3,380$242.5K
HC Advisors, LLC3,340$239.6K
Dean Investment Associates, LLC3,286$235.7K
Campbell Wealth Management3,278$235.0K
Ironsides Asset Advisors, LLC3,268$234.4K
WealthPLAN Partners, LLC3,247$232.9K
Coho Partners, Ltd.3,139$225.2K
Fort Washington Investment Advisors Inc3,029$217.3K
Renasant Bank2,905$208.4K
Sage Private Wealth Group, LLC2,895$207.7K
Bank of Stockton2,845$204.1K
Keating Investment Counselors Inc2,843$204.0K
Arden Trust Co2,805$201.2K
Ategra Capital Management, LLC2,796$200.6K
Te Ahumairangi Investment Management Ltd2,370$170.0K
Goodwin Investment Advisory1,538$110.3K
New Covenant Trust Company, N.A.1,121$80.4K
Avalon Trust Co1,000$71.7K
Northwest Investment Counselors, LLC900$64.6K
Financial Synergies Wealth Advisors, Inc.522$37.4K
SYSTM Wealth Solutions LLC441$31.6K
Altshuler Shaham Ltd352$25.3K
Core Wealth Advisors, Inc.300$21.5K
CoreFirst Bank & Trust200$14.3K
Impact Partnership Wealth, LLC200$14.3K
Private Ocean, LLC147$10.5K
Elequin Capital LP139$9.97K
Mma Asset Management LLC91$6.50K
Global Assets Advisory, LLC43,158$607
Belmont Capital, LLC3$190

Not filed for Q2 2024 yet (25)

Institutions that held Southern Co at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG933,252$67.0M
InterOcean Capital Group, LLC893,434$64.1M
CWA Asset Management Group, LLC218,650$15.7M
Steward Partners Investment Solutions, LLC51,327$3.68M
Wilbanks Smith & Thomas Asset Management LLC49,178$3.53M
Imprint Wealth LLC36,371$2.59M
Eudaimonia Advisors LLC35,364$2.54M
Degroof Petercam Asset Management25,679$1.84M
Derbend Asset Management19,628$1.41M
RIA Advisory Group LLC11,250$807.1K
Eudaimonia Partners, LLC10,451$749.7K
Summit Financial Group Inc9,734$698.3K
Cambridge Trust Co7,187$515.6K
Grey Street Capital, LLC6,542$469.3K
Connectus Wealth, LLC5,633$404.1K
ML & R Wealth Management LLC5,386$386.4K
Norwood Financial Corp4,158$298.3K
Coppell Advisory Solutions Corp.3,877$278.1K
Benedetti & Gucer, Inc.3,502$251.0K
FSA Wealth Management LLC2,812$201.7K
Lynwood Capital Management Inc.1,000$71.7K
Cutler Group LP676$48.0K
Highlander Capital Management, LLC620$44.5K
Shell Asset Management Co549$43.0K
Retirement Group, LLC85$6.12K