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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Constitution Capital LLC | 9,100 | $705.9K | 0.37% | +900+11.0% | Added |
| Insigneo Advisory Services, LLC | 8,171 | $707.4K | 0.08% | +2,060+33.7% | Added |
| Edge Capital Group, LLC | 9,125 | $707.8K | 0.03% | +1,286+16.4% | Added |
| Park National Corp | 9,133 | $708.4K | 0.03% | −504−5.2% | Reduced |
| Roundview Capital LLC | 9,140 | $709.0K | 0.06% | +1,705+22.9% | Added |
| Kowal Investment Group, LLC | 9,156 | $710.3K | 0.14% | +680+8.0% | Added |
| Bradley Foster & Sargent Inc | 9,195 | $713.3K | 0.01% | −125−1.3% | Reduced |
| Field & Main Bank | 9,210 | $714.3K | 0.27% | +660+7.7% | Added |
| Linscomb & Williams, Inc. | 9,251 | $717.6K | 0.04% | +14+0.2% | Added |
| First Hawaiian Bank | 9,266 | $718.8K | 0.02% | −174−1.8% | Reduced |
| Affinity Wealth Management LLC | 9,290 | $720.6K | 0.13% | −143−1.5% | Reduced |
| Madden Securities Corp | 9,296 | $721.1K | 0.32% | 00.0% | Unchanged |
| West Family Investments, Inc. | 9,340 | $724.5K | 0.22% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 9,349 | $725.2K | 0.09% | +515+5.8% | Added |
| Danske Bank A/S | 9,363 | $726.3K | 0.00% | +400+4.5% | Added |
| Essex Savings Bank | 9,388 | $728.1K | 0.20% | −200−2.1% | Reduced |
| Eagle Strategies LLC | 9,395 | $728.7K | 0.14% | +6,594+235.4% | Added |
| Allred Capital Management, LLC | 9,401 | $729.2K | 0.28% | −364−3.7% | Reduced |
| Qtron Investments LLC | 9,446 | $732.7K | 0.11% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 9,478 | $735.2K | 0.23% | +297+3.2% | Added |
| Benin Management CORP | 9,491 | $736.2K | 0.22% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 9,524 | $738.7K | 0.44% | +127+1.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,529 | $739.2K | 0.08% | −10,988−53.6% | Reduced |
| Woodward Diversified Capital, LLC | 9,548 | $740.6K | 0.43% | +723+8.2% | Added |
| Pine Valley Investments Ltd Liability Co | 9,550 | $740.8K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 9,576 | $742.8K | 0.20% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 9,607 | $745.2K | 0.06% | +88+0.9% | Added |
| Cookson Peirce & Co Inc | 9,608 | $745.3K | 0.04% | +9,608 | New |
| Courier Capital LLC | 9,622 | $746.4K | 0.06% | −20,996−68.6% | Reduced |
| Edge Financial Advisors LLC | 9,645 | $748.2K | 0.77% | +207+2.2% | Added |
| WSFS Capital Management, LLC | 9,684 | $751.2K | 0.04% | −9−0.1% | Reduced |
| Gratus Capital LLC | 9,768 | $757.7K | 0.03% | +179+1.9% | Added |
| Garner Asset Management Corp | 9,767 | $758.0K | 0.37% | +1,002+11.4% | Added |
| Fifth Third Wealth Advisors LLC | 9,781 | $758.7K | 0.06% | +9,781 | New |
| Trueblood Wealth Management, LLC | 9,818 | $761.6K | 0.43% | +30.0% | Added |
| Cannon Financial Strategists, Inc. | 9,827 | $762.3K | 0.15% | −1,358−12.1% | Reduced |
| Parallel Advisors, LLC | 9,853 | $764.3K | 0.02% | +305+3.2% | Added |
| First National Corp | 9,856 | $764.5K | 0.18% | +245+2.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,929 | $764.6K | 0.09% | 00.0% | Unchanged |
| Excalibur Management Corp | 9,935 | $770.7K | 0.31% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 9,954 | $772.1K | 0.23% | +1,068+12.0% | Added |
| Arrow Financial Corp | 9,965 | $773.0K | 0.08% | −35−0.4% | Reduced |
| Jump Financial, LLC | 9,990 | $774.9K | 0.02% | +9,990 | New |
| Ancora Advisors, LLC | 10,022 | $777.4K | 0.02% | −223−2.2% | Reduced |
| Journey Advisory Group, LLC | 10,033 | $778.3K | 0.09% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10,055 | $780.0K | 0.37% | −273−2.6% | Reduced |
| North Star Investment Management Corp. | 10,063 | $780.6K | 0.06% | −81−0.8% | Reduced |
| Belpointe Asset Management LLC | 10,100 | $783.6K | 0.05% | +2,052+25.5% | Added |
| Stiles Financial Services Inc | 10,109 | $784.2K | 0.30% | +494+5.1% | Added |
| EPG Wealth Management LLC | 0 | $784.2K | 0.18% | −10,273−100.0% | Reduced |
| Marco Investment Management LLC | 10,135 | $786.2K | 0.07% | −24−0.2% | Reduced |
| Investment Partners Asset Management, Inc. | 10,149 | $787.3K | 0.70% | −142−1.4% | Reduced |
| Prosperity Consulting Group, LLC | 10,176 | $789.3K | 0.11% | +114+1.1% | Added |
| Allen Capital Group, LLC | 10,187 | $790.2K | 0.11% | +5,245+106.1% | Added |
| Legacy Wealth Asset Management, LLC | 10,188 | $790.3K | 0.22% | −1,095−9.7% | Reduced |
| Mendel Money Management | 10,191 | $790.5K | 0.37% | +90+0.9% | Added |
| Acorn Wealth Advisors, LLC | 10,203 | $791.4K | 0.39% | −126−1.2% | Reduced |
| Aberdeen Wealth Management LLC | 10,234 | $793.8K | 0.54% | −795−7.2% | Reduced |
| Detalus Advisors, LLC | 10,263 | $796.1K | 0.27% | −468−4.4% | Reduced |
| Thoroughbred Financial Services, LLC | 10,301 | $799.0K | 0.05% | +4,565+79.6% | Added |
| Plimoth Trust Co LLC | 10,367 | $804.2K | 0.21% | −365−3.4% | Reduced |
| Gilbert & Cook, Inc. | 10,378 | $805.0K | 0.12% | −816−7.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 10,390 | $806.0K | 0.19% | −211−2.0% | Reduced |
| HM Payson & Co | 10,401 | $806.8K | 0.01% | +568+5.8% | Added |
| Sunburst Financial Group, LLC | 10,464 | $811.7K | 0.22% | −156−1.5% | Reduced |
| Sterling Investment Counsel, LLC | 10,477 | $812.7K | 0.32% | −255−2.4% | Reduced |
| Morningstar Investment Management LLC | 10,487 | $813.0K | 0.08% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 10,515 | $815.6K | 0.04% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 10,533 | $817.1K | 0.15% | +6,215+143.9% | Added |
| NovaPoint Capital, LLC | 10,548 | $818.2K | 0.28% | +325+3.2% | Added |
| Firethorn Wealth Partners, LLC | 10,558 | $819.0K | 0.46% | +84+0.8% | Added |
| Visionary Horizons, LLC | 10,643 | $825.6K | 0.60% | −329−3.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,663 | $827.1K | 0.13% | +20.0% | Added |
| Walter & Keenan Financial Consulting Co | 10,699 | $829.9K | 0.26% | +1,510+16.4% | Added |
| Silverlake Wealth Management LLC | 10,718 | $831.4K | 0.34% | −546−4.8% | Reduced |
| Court Place Advisors, LLC | 10,779 | $836.1K | 0.26% | +500+4.9% | Added |
| MEMBERS Trust Co | 10,780 | $836.2K | 0.03% | 00.0% | Unchanged |
| Wright Investors Service Inc | 10,781 | $836.3K | 0.22% | −35−0.3% | Reduced |
| Lazard Asset Management LLC | 10,800 | $837.0K | 0.00% | −556−4.9% | Reduced |
| Boston Financial Mangement LLC | 10,843 | $841.1K | 0.03% | +21+0.2% | Added |
| HBK Sorce Advisory LLC | 10,852 | $841.8K | 0.03% | +478+4.6% | Added |
| Bartlett & Co. Wealth Management LLC | 10,891 | $844.8K | 0.01% | −1,296−10.6% | Reduced |
| Farmers Trust Co | 10,935 | $848.2K | 0.17% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 10,939 | $848.5K | 0.76% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 10,995 | $852.9K | 0.34% | +1,372+14.3% | Added |
| Quadrant Capital Group LLC | 11,014 | $854.4K | 0.06% | +1,370+14.2% | Added |
| Resolution Capital Ltd | 11,054 | $857.5K | 0.02% | +1,540+16.2% | Added |
| Balboa Wealth Partners | 11,066 | $858.4K | 0.23% | +784+7.6% | Added |
| 1620 Investment Advisors, Inc. | 11,143 | $864.3K | 0.66% | +10,543+1,757.2% | Added |
| LaFleur & Godfrey LLC | 11,148 | $864.7K | 0.13% | −192−1.7% | Reduced |
| Second Line Capital, LLC | 11,171 | $866.5K | 0.27% | +2,895+35.0% | Added |
| Ritholtz Wealth Management | 11,177 | $867.0K | 0.03% | +2,021+22.1% | Added |
| PrairieView Partners, LLC | 11,200 | $868.0K | 0.10% | +10,000+833.3% | Added |
| Venturi Wealth Management, LLC | 11,200 | $868.8K | 0.05% | +16+0.1% | Added |
| Valmark Advisers, Inc. | 11,293 | $876.0K | 0.01% | −66−0.6% | Reduced |
| Viawealth, LLC | 11,319 | $878.0K | 0.54% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 11,332 | $879.0K | 0.05% | −1,030−8.3% | Reduced |
| Wintrust Investments LLC | 11,338 | $880.0K | 0.07% | +435+4.0% | Added |
| Mission Wealth Management, LP | 11,398 | $884.1K | 0.02% | +4,097+56.1% | Added |
| Capstone Investment Advisors, LLC | 11,426 | $886.3K | 0.02% | −12,879−53.0% | Reduced |