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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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q2 2024

Institutional positions in Southern Co as of Jun 30, 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
1,888
+88 vs. Q1 2024
Shares held
732.4M
+23.6M (+3.3%) vs. Q1 2024
Total value
$56.8B
+$5.96B (+11.7%) vs. Q1 2024
New holders
177
740 more added
Sold out
89
653 more reduced

25 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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.

Institutional holdersQ2 2024: 1,888 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ2 2024: $56.8B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2024.

Institutions holding SO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd284$590.00%+284New
Rakuten Securities, Inc.5$3880.00%−10−66.7%Reduced
Delos Wealth Advisors, LLC10$7760.00%00.0%Unchanged
Valued Wealth Advisors LLC11$8540.00%−4−26.7%Reduced
Strengthening Families & Communities, LLC13$1.00K0.00%+13New
Orion Capital Management LLC14$1.09K0.00%00.0%Unchanged
Sofos Investments, Inc.15$1.16K0.00%−2,442−99.4%Reduced
WestEnd Advisors, LLC16$1.24K0.00%−1−5.9%Reduced
Castleview Partners, LLC18$1.40K0.00%00.0%Unchanged
Raffa Wealth Management, LLC19$1.47K0.00%00.0%Unchanged
Financial Avengers, Inc.21$1.65K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC23$1.78K0.00%00.0%Unchanged
New Millennium Group LLC27$2.09K0.00%+27New
True Wealth Design, LLC28$2.17K0.00%+7+33.3%Added
Hollencrest Capital Management30$2.33K0.00%00.0%Unchanged
PayPay Securities Corp31$2.40K0.20%−6−16.2%Reduced
Ridgewood Investments LLC35$2.71K0.00%+35New
ESL Trust Services, LLC43$3.34K0.00%+43New
Custom Portfolio Group LLC45$3.49K0.00%00.0%Unchanged
Atlas Capital Advisors LLC47$3.65K0.00%00.0%Unchanged
Halpern Financial, Inc.47$3.65K0.00%+47New
Unique Wealth Strategies, LLC52$3.73K0.00%+52New
Abich Financial Wealth Management LLC49$3.82K0.00%+49New
Fairway Wealth LLC58$4.50K0.00%+58New
CGC Financial Services, LLC60$4.65K0.00%00.0%Unchanged
Burkett Financial Services, LLC61$4.74K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC75$5.82K0.01%00.0%Unchanged
Alaska Permanent Fund Corp73$6.10K0.00%+1+1.4%Added
Penserra Capital Management LLC90$7.00K0.00%00.0%Unchanged
NewSquare Capital LLC1,581$7.48K0.00%−100−5.9%Reduced
Creekmur Asset Management LLC97$7.50K0.00%+31+47.0%Added
Pingora Partners LLC100$7.76K0.01%−30−23.1%Reduced
Financial Freedom, LLC100$7.76K0.00%−9−8.3%Reduced
Pineridge Advisors LLC100$7.76K0.00%00.0%Unchanged
HGK Asset Management Inc100$7.76K0.00%+100New
Criterion Capital Advisors, LLC101$7.86K0.00%00.0%Unchanged
Wellington Shields Capital Management, LLC104$8.07K0.00%+1+1.0%Added
Redmont Wealth Advisors LLC105$8.14K0.01%00.0%Unchanged
Anfield Capital Management, LLC105$8.14K0.00%+105New
Nemes Rush Group LLC113$8.77K0.00%00.0%Unchanged
Aspect Partners, LLC114$8.84K0.01%00.0%Unchanged
Guardian Wealth Management, Inc.115$8.90K0.01%+1+0.9%Added
Frazier Financial Advisors, LLC116$9.00K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC121$9.39K0.00%00.0%Unchanged
Stephenson National Bank & Trust140$10.9K0.00%00.0%Unchanged
FWL Investment Management, LLC150$11.6K0.01%00.0%Unchanged
Caitlin John, LLC150$11.6K0.01%00.0%Unchanged
Westend Capital Management, LLC156$12.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC160$12.4K0.01%00.0%Unchanged
Avion Wealth169$13.0K0.00%−796−82.5%Reduced
Fairscale Capital, LLC162$13.1K0.01%+162New
Tower View Investment Management & Research LLC185$14.4K0.01%+1+0.5%Added
Horizon Financial Services, LLC190$14.7K0.01%00.0%Unchanged
Cyrus J. Lawrence, LLC200$15.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC198$15.4K0.01%−15−7.0%Reduced
Emfo, LLC200$15.5K0.01%00.0%Unchanged
VisionPoint Advisory Group, LLC204$15.8K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC204$15.8K0.01%+204New
TSFG, LLC200$16.0K0.00%00.0%Unchanged
Hoese & Co LLP200$16.0K0.01%00.0%Unchanged
Logan Capital Management Inc210$16.3K0.00%00.0%Unchanged
Winch Advisory Services, LLC214$16.6K0.00%−69−24.4%Reduced
CarsonAllaria Wealth Management, Ltd.214$16.6K0.01%−100−31.8%Reduced
New England Capital Financial Advisors LLC224$17.4K0.01%+2+0.9%Added
Tidemark, LLC225$17.5K0.01%00.0%Unchanged
WFA Asset Management Corp232$18.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC238$18.5K0.00%−117−33.0%Reduced
Wolff Wiese Magana LLC244$18.9K0.02%00.0%Unchanged
Central Bank & Trust Co250$19.4K0.00%00.0%Unchanged
Clean Yield Group250$19.4K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC250$19.4K0.01%00.0%Unchanged
Key Financial Inc256$19.9K0.00%00.0%Unchanged
Financial Perspectives, Inc256$19.9K0.01%00.0%Unchanged
Chilton Capital Management LLC261$20.2K0.00%−77−22.8%Reduced
McMahon Financial Advisors, LLC264$20.5K0.00%+264New
Fairfield Financial Advisors, LTD280$21.7K0.01%+280New
CBIZ Investment Advisory Services, LLC284$22.1K0.00%+1+0.4%Added
Kelly Financial Services LLC295$22.9K0.01%+3+1.0%Added
Transcendent Capital Group LLC295$22.9K0.01%+16+5.7%Added
Pin Oak Investment Advisors Inc300$23.0K0.02%00.0%Unchanged
Trivant Custom Portfolio Group, LLC300$23.3K0.01%00.0%Unchanged
Advantage Trust Co300$23.3K0.02%00.0%Unchanged
Creative Capital Management Investments LLC300$23.3K0.01%+300New
NVWM, LLC317$24.6K0.01%+5+1.6%Added
SJS Investment Consulting Inc.324$25.1K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC314$25.5K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC330$25.6K0.02%+330New
Pension & Wealth Management Advisors, Inc.345$26.8K0.02%00.0%Unchanged
FSC Wealth Advisors, LLC347$26.9K0.02%00.0%Unchanged
Centerpoint Advisors, LLC346$27.0K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC350$27.1K0.01%00.0%Unchanged
GW&K Investment Management, LLC366$28.0K0.00%+37+11.2%Added
West Branch Capital LLC372$28.9K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.376$29.2K0.00%+276+276.0%Added
First Community Trust NA400$31.0K0.03%00.0%Unchanged
Birchbrook, Inc.400$31.0K0.02%00.0%Unchanged
Sachetta, LLC373$31.1K0.01%+90+31.8%Added
Spectrum Wealth Counsel, LLC403$31.3K0.00%00.0%Unchanged
Operose Advisors LLC409$31.7K0.01%−100−19.6%Reduced
Perritt Capital Management Inc412$31.9K0.02%+5+1.2%Added