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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 11,435 | $887.0K | 0.17% | −78−0.7% | Reduced |
| Nilsine Partners, LLC | 11,451 | $888.3K | 0.12% | −1,481−11.5% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $889.0K | 0.33% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 11,496 | $891.7K | 0.03% | −215−1.8% | Reduced |
| Live Oak Investment Partners | – | $894.5K | 0.74% | – | New |
| Eqis Capital Management, Inc. | 11,577 | $898.0K | 0.07% | −274−2.3% | Reduced |
| Fidelis Capital Partners, LLC | 10,313 | $900.2K | 0.13% | −450−4.2% | Reduced |
| Tradewinds, LLC. | 11,619 | $901.3K | 0.28% | +11,619 | New |
| GSB Wealth Management, LLC | 11,628 | $901.9K | 0.25% | −23−0.2% | Reduced |
| Blue Fin Capital, Inc. | 11,648 | $903.6K | 0.18% | +6+0.1% | Added |
| Cobblestone Capital Advisors LLC | 11,652 | $903.8K | 0.06% | +336+3.0% | Added |
| Bush Investment Group, LLC | 11,663 | $904.7K | 0.78% | +69+0.6% | Added |
| Keudell/Morrison Wealth Management | 11,668 | $905.1K | 0.26% | −523−4.3% | Reduced |
| Caldwell Trust Co | 11,709 | $908.3K | 0.10% | +4,305+58.1% | Added |
| Resources Management Corp | 11,745 | $911.0K | 0.13% | −115−1.0% | Reduced |
| Ami Asset Management Corp | 11,802 | $915.5K | 0.05% | −35−0.3% | Reduced |
| Plan Group Financial, LLC | 11,813 | $916.3K | 0.56% | +4,761+67.5% | Added |
| Intrust Bank NA | 11,826 | $917.3K | 0.10% | −89−0.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,838 | $918.3K | 0.08% | −843−6.6% | Reduced |
| Shepherd Financial Partners LLC | 11,922 | $924.8K | 0.12% | 00.0% | Unchanged |
| Rogco, LP | 11,955 | $927.3K | 0.38% | +276+2.4% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $930.7K | 0.48% | 00.0% | Unchanged |
| FCG Investment Co | 12,036 | $933.6K | 0.71% | −1,418−10.5% | Reduced |
| Rollins Financial Advisors, LLC | 12,074 | $936.6K | 0.16% | −806−6.3% | Reduced |
| Marino, Stram & Associates LLC | 12,122 | $940.3K | 0.23% | +10+0.1% | Added |
| Private Capital Management, LLC | 12,122 | $940.3K | 0.11% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 12,125 | $940.6K | 0.67% | +4,073+50.6% | Added |
| RS Crum Inc. | 12,171 | $944.1K | 0.25% | −141−1.1% | Reduced |
| Adviser Investments LLC | 12,179 | $944.7K | 0.01% | +3,610+42.1% | Added |
| Waterfront Wealth Inc. | 12,191 | $945.7K | 0.26% | +75+0.6% | Added |
| Carnegie Capital Asset Management, LLC | 12,252 | $950.4K | 0.03% | −778−6.0% | Reduced |
| Cornerstone Management, Inc. | 12,292 | $953.5K | 0.21% | +20.0% | Added |
| Grimes & Company, Inc. | 12,300 | $954.1K | 0.03% | −969−7.3% | Reduced |
| Silver Oak Securities, Inc | 12,303 | $954.4K | 0.14% | −529−4.1% | Reduced |
| Guardian Wealth Advisors, LLC | 12,338 | $957.1K | 0.11% | −22−0.2% | Reduced |
| Widmann Financial Services, Inc. | 12,418 | $963.3K | 0.78% | −147−1.2% | Reduced |
| Columbia Asset Management | 12,427 | $964.0K | 0.18% | −391−3.1% | Reduced |
| Baldwin Investment Management, LLC | 12,470 | $967.3K | 0.13% | +2,995+31.6% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $971.6K | 0.33% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 12,553 | $973.9K | 0.02% | +143+1.2% | Added |
| Marietta Wealth Management, LLC | 12,563 | $974.5K | 0.15% | +3,780+43.0% | Added |
| Columbus Macro, LLC | 12,559 | $974.9K | 0.38% | −472−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,650 | $981.3K | 0.07% | −1,312−9.4% | Reduced |
| Golden State Equity Partners | 12,753 | $989.3K | 0.21% | +12,753 | New |
| GoalVest Advisory LLC | 12,810 | $993.7K | 0.32% | −1,002−7.3% | Reduced |
| Farther Finance Advisors, LLC | 12,906 | $993.8K | 0.05% | +2,385+22.7% | Added |
| Moody National Bank Trust Division | 12,825 | $994.8K | 0.08% | −5,245−29.0% | Reduced |
| Busey Wealth Management | 12,853 | $997.0K | 0.03% | −2,296−15.2% | Reduced |
| Country Club Bank | 12,837 | $1.00M | 0.07% | −245−1.9% | Reduced |
| Farmers & Merchants Investments Inc | 12,931 | $1.00M | 0.03% | −8,013−38.3% | Reduced |
| Evercore Wealth Management, LLC | 12,955 | $1.00M | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 12,608 | $1.01M | 0.06% | +2,106+20.1% | Added |
| Trust Point Inc. | 13,044 | $1.01M | 0.08% | −471−3.5% | Reduced |
| XML Financial, LLC | 13,136 | $1.02M | 0.10% | −607−4.4% | Reduced |
| Checchi Capital Advisers, LLC | 13,149 | $1.02M | 0.08% | −242−1.8% | Reduced |
| Spire Wealth Management | 13,157 | $1.02M | 0.04% | −997−7.0% | Reduced |
| Intrua Financial, LLC | 13,198 | $1.02M | 0.17% | +3,931+42.4% | Added |
| Burney Co | 13,207 | $1.02M | 0.04% | −59−0.4% | Reduced |
| GAMMA Investing LLC | 13,208 | $1.02M | 0.14% | +5,389+68.9% | Added |
| Patton Albertson Miller Group, LLC | 13,259 | $1.03M | 0.15% | −401−2.9% | Reduced |
| Western Wealth Management, LLC | 13,259 | $1.03M | 0.08% | +422+3.3% | Added |
| Smith Thornton Advisors LLC | 13,295 | $1.03M | 0.76% | +13,295 | New |
| Bahl & Gaynor Inc | 13,565 | $1.05M | 0.01% | +17+0.1% | Added |
| Empire Financial Management Company, LLC | 13,667 | $1.06M | 0.35% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 13,669 | $1.06M | 0.32% | −127−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,670 | $1.06M | 0.01% | +13,670 | New |
| United Bank | 13,700 | $1.06M | 0.13% | +100+0.7% | Added |
| SignalPoint Asset Management, LLC | 13,739 | $1.07M | 0.28% | −187−1.3% | Reduced |
| ForthRight Wealth Management, LLC | 13,756 | $1.07M | 0.38% | +51+0.4% | Added |
| Trustco Bank Corp N Y | 13,757 | $1.07M | 1.14% | −961−6.5% | Reduced |
| Chemung Canal Trust Co | 13,777 | $1.07M | 0.21% | −30−0.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 13,781 | $1.07M | 0.71% | −290−2.1% | Reduced |
| Sheets Smith Wealth Management | 13,789 | $1.07M | 0.13% | −652−4.5% | Reduced |
| Integrated Advisors Network LLC | 13,806 | $1.07M | 0.06% | −273−1.9% | Reduced |
| West Bancorporation Inc | 13,820 | $1.07M | 0.79% | 00.0% | Unchanged |
| Brighton Jones LLC | 13,844 | $1.07M | 0.04% | −364−2.6% | Reduced |
| Earnest Partners LLC | 13,883 | $1.08M | 0.01% | −243−1.7% | Reduced |
| Red Door Wealth Management, LLC | 13,926 | $1.08M | 0.19% | +125+0.9% | Added |
| Means Investment Co., Inc. | 14,013 | $1.09M | 0.13% | −1,825−11.5% | Reduced |
| White Lighthouse Investment Management Inc. | 14,109 | $1.09M | 0.21% | +9+0.1% | Added |
| Smartleaf Asset Management LLC | 14,045 | $1.10M | 0.18% | +1,699+13.8% | Added |
| Midland Wealth Advisors LLC | 14,135 | $1.10M | 0.07% | +3,470+32.5% | Added |
| Ti-Trust, Inc | 14,210 | $1.10M | 0.85% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 14,244 | $1.10M | 0.19% | 00.0% | Unchanged |
| Stableford Capital II LLC | 13,542 | $1.11M | 0.43% | −404−2.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 14,258 | $1.11M | 0.60% | −352−2.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 14,264 | $1.11M | 0.23% | +408+2.9% | Added |
| Personal Cfo Solutions, LLC | 14,325 | $1.11M | 0.17% | +176+1.2% | Added |
| Advisor OS, LLC | 14,432 | $1.12M | 0.12% | +2,364+19.6% | Added |
| Boston Private Wealth LLC | 14,443 | $1.12M | 0.03% | −3,368−18.9% | Reduced |
| Flputnam Investment Management Co | 14,582 | $1.13M | 0.02% | +5,756+65.2% | Added |
| Rowland & Co Investment Counsel | 14,595 | $1.13M | 0.25% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14,640 | $1.14M | 0.08% | +60.0% | Added |
| DMG Group, LLC | 14,689 | $1.14M | 0.98% | −1,564−9.6% | Reduced |
| Old National Bancorp | 14,711 | $1.14M | 0.03% | +152+1.0% | Added |
| Miracle Mile Advisors, LLC | 14,766 | $1.15M | 0.03% | −105−0.7% | Reduced |
| Toroso Investments, LLC | 14,817 | $1.15M | 0.02% | −10,032−40.4% | Reduced |
| Koshinski Asset Management, Inc. | 14,744 | $1.15M | 0.11% | +1,962+15.3% | Added |
| Archford Capital Strategies, LLC | 14,856 | $1.15M | 0.19% | −219−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 14,901 | $1.16M | 0.01% | +1,378+10.2% | Added |