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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 14,929 | $1.16M | 0.17% | +2,651+21.6% | Added |
| Coastal Investment Advisors, Inc. | 15,080 | $1.17M | 0.23% | −1,783−10.6% | Reduced |
| BancorpSouth Bank | 15,165 | $1.18M | 0.09% | −3,200−17.4% | Reduced |
| Powers Advisory Group, LLC | 15,176 | $1.18M | 0.64% | +89+0.6% | Added |
| Highline Wealth Partners LLC | 15,179 | $1.18M | 0.44% | +70.0% | Added |
| Bank & Trust Co | 15,265 | $1.18M | 1.00% | +15,265 | New |
| TCW Group Inc | 15,281 | $1.19M | 0.01% | +1,157+8.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 15,361 | $1.19M | 0.31% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 15,411 | $1.20M | 0.13% | +1,200+8.4% | Added |
| CapWealth Advisors, LLC | 15,415 | $1.20M | 0.15% | −762−4.7% | Reduced |
| Valeo Financial Advisors, LLC | 15,481 | $1.20M | 0.04% | +800+5.4% | Added |
| Diversified Trust Co | 15,488 | $1.20M | 0.03% | +163+1.1% | Added |
| Philadelphia Trust Co | 15,570 | $1.21M | 0.09% | +20+0.1% | Added |
| Griffin Asset Management, Inc. | 15,578 | $1.21M | 0.14% | −90−0.6% | Reduced |
| Wealth Alliance | 15,649 | $1.21M | 0.16% | −2,763−15.0% | Reduced |
| TrinityPoint Wealth, LLC | 15,653 | $1.21M | 0.19% | −13−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,716 | $1.22M | 0.01% | +14,948+1,946.4% | Added |
| Ignite Planners, LLC | 15,682 | $1.22M | 0.30% | +89+0.6% | Added |
| Sandy Spring Bank | 15,849 | $1.23M | 0.05% | −247−1.5% | Reduced |
| Stokes Family Office, LLC | 15,951 | $1.24M | 0.15% | +122+0.8% | Added |
| L.M. Kohn & Company | 16,206 | $1.26M | 0.34% | +971+6.4% | Added |
| Adirondack Trust Co | 16,231 | $1.26M | 0.51% | −118−0.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,230 | $1.26M | 0.31% | +9,726+149.5% | Added |
| Sculati Wealth Management, LLC | 16,260 | $1.26M | 0.54% | −150−0.9% | Reduced |
| Reuter James Wealth Management, LLC | 16,319 | $1.27M | 0.94% | −1,472−8.3% | Reduced |
| LVZ Advisors, Inc. | 16,400 | $1.27M | 0.17% | −61−0.4% | Reduced |
| Creative Financial Designs Inc | 16,401 | $1.27M | 0.11% | +175+1.1% | Added |
| Ipswich Investment Management Co., Inc. | 16,421 | $1.27M | 0.30% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 15,672 | $1.28M | 0.05% | +277+1.8% | Added |
| Gleason Group, Inc. | 16,571 | $1.29M | 0.26% | +148+0.9% | Added |
| Bard Financial Services, Inc. | 16,585 | $1.29M | 0.13% | 00.0% | Unchanged |
| Assetmark, Inc | 16,678 | $1.29M | 0.00% | −131−0.8% | Reduced |
| Delta Asset Management LLC | 16,757 | $1.30M | 0.12% | −491−2.8% | Reduced |
| Kovack Advisors, Inc. | 16,765 | $1.30M | 0.14% | +498+3.1% | Added |
| Centennial Bank | 16,812 | $1.30M | 0.64% | −117−0.7% | Reduced |
| SeaCrest Wealth Management, LLC | 16,843 | $1.31M | 0.15% | +69+0.4% | Added |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.31M | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,876 | $1.31M | 0.53% | +18+0.1% | Added |
| International Assets Investment Management, LLC | 16,997 | $1.32M | 0.12% | +1,171+7.4% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.32M | 0.16% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 17,008 | $1.32M | 0.21% | −2,004−10.5% | Reduced |
| Farmers National Bank | 17,013 | $1.32M | 0.40% | −456−2.6% | Reduced |
| Strategic Blueprint, LLC | 17,031 | $1.32M | 0.09% | −1,513−8.2% | Reduced |
| High Net Worth Advisory Group LLC | 17,070 | $1.32M | 0.40% | +89+0.5% | Added |
| Buckingham Strategic Partners | 17,113 | $1.33M | 0.03% | +1,884+12.4% | Added |
| Hills Bank & Trust Co | 17,228 | $1.34M | 0.11% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 17,268 | $1.34M | 0.56% | +8,260+91.7% | Added |
| Jeppson Wealth Management, LLC | 17,297 | $1.34M | 0.51% | +340+2.0% | Added |
| Wellington Shields & Co., LLC | 17,334 | $1.34M | 0.44% | +50+0.3% | Added |
| FinTrust Capital Advisors, LLC | 17,338 | $1.34M | 0.25% | +1,656+10.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,391 | $1.35M | 0.51% | +1,250+7.7% | Added |
| Meiji Yasuda Life Insurance Co | 17,429 | $1.35M | 0.03% | +4,990+40.1% | Added |
| Mather Group, LLC. | 18,852 | $1.35M | 0.02% | +194+1.0% | Added |
| Global Retirement Partners, LLC | 17,512 | $1.36M | 0.04% | +1,896+12.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 17,544 | $1.36M | 1.12% | +590+3.5% | Added |
| Ashton Thomas Private Wealth, LLC | 17,599 | $1.37M | 0.08% | +6,500+58.6% | Added |
| Aviva PLC | 17,606 | $1.37M | 0.00% | +601+3.5% | Added |
| Benedict Financial Advisors Inc | 17,738 | $1.38M | 0.35% | +21+0.1% | Added |
| Register Financial Advisors LLC | 17,798 | $1.38M | 0.70% | +208+1.2% | Added |
| Venture Visionary Partners LLC | 17,801 | $1.38M | 0.06% | −163−0.9% | Reduced |
| Northern Oak Wealth Management Inc | 17,858 | $1.39M | 0.17% | −1,020−5.4% | Reduced |
| Geneos Wealth Management Inc. | 17,867 | $1.39M | 0.06% | −437−2.4% | Reduced |
| ICW Investment Advisors LLC | 17,868 | $1.39M | 0.63% | −269−1.5% | Reduced |
| Citizens Financial Group Inc | 17,998 | $1.40M | 0.03% | +7,522+71.8% | Added |
| Yeomans Consulting Group, Inc. | 18,016 | $1.40M | 0.54% | +10,473+138.8% | Added |
| Arete Wealth Advisors, LLC | 18,084 | $1.40M | 0.11% | −426−2.3% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.40M | 0.62% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 18,071 | $1.40M | 0.10% | +18,014+31,603.5% | Added |
| Spreng Capital Management, Inc. | 18,073 | $1.40M | 0.73% | −450−2.4% | Reduced |
| Ci Investments Inc. | 18,081 | $1.40M | 0.01% | −2,703−13.0% | Reduced |
| Sumitomo Life Insurance Co | 18,104 | $1.40M | 0.03% | −2,228−11.0% | Reduced |
| Pacitti Group Inc. | 18,107 | $1.40M | 0.73% | +145+0.8% | Added |
| Accurate Wealth Management, LLC | 17,613 | $1.41M | 0.34% | +853+5.1% | Added |
| Glenview Trust Co | 18,202 | $1.41M | 0.03% | +78+0.4% | Added |
| Twin Capital Management Inc | 18,276 | $1.42M | 0.17% | −107−0.6% | Reduced |
| SWAN Capital LLC | 18,436 | $1.43M | 0.78% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 18,494 | $1.43M | 1.15% | +18,494 | New |
| Regent Peak Wealth Advisors LLC | 18,502 | $1.44M | 0.36% | +188+1.0% | Added |
| Bristlecone Advisors, LLC | 18,502 | $1.44M | 0.12% | −80−0.4% | Reduced |
| Burns J W & Co Inc | 18,541 | $1.44M | 0.19% | −799−4.1% | Reduced |
| Mitchell Sinkler & Starr | 17,933 | $1.44M | 0.37% | +3,140+21.2% | Added |
| Abbrea Capital, LLC | 18,627 | $1.45M | 0.19% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 18,697 | $1.45M | 0.05% | +800+4.5% | Added |
| Weaver Capital Management LLC | 18,714 | $1.45M | 0.47% | −1,125−5.7% | Reduced |
| Vinva Investment Management Ltd | 18,603 | $1.45M | 0.07% | +2,420+15.0% | Added |
| Los Angeles Capital Management LLC | 18,741 | $1.45M | 0.01% | −21,792−53.8% | Reduced |
| TownSquare Capital, LLC | 18,836 | $1.46M | 0.02% | +6,748+55.8% | Added |
| Atomi Financial Group, Inc. | 18,879 | $1.46M | 0.11% | +2,666+16.4% | Added |
| LMG Wealth Partners, LLC | 18,892 | $1.47M | 0.37% | +534+2.9% | Added |
| Confluence Wealth Services, Inc. | 18,923 | $1.47M | 0.12% | +3,991+26.7% | Added |
| Brooks, Moore & Associates, Inc. | 18,956 | $1.47M | 0.95% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 19,000 | $1.47M | 0.25% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 19,054 | $1.48M | 0.05% | +248+1.3% | Added |
| Great Lakes Retirement, Inc. | 19,102 | $1.48M | 0.20% | +2,542+15.4% | Added |
| Winton Group Ltd | 19,220 | $1.49M | 0.10% | +19,220 | New |
| Wetherby Asset Management Inc | 19,296 | $1.50M | 0.07% | −225−1.2% | Reduced |
| Consolidated Planning Corp | 19,360 | $1.50M | 0.25% | −2,613−11.9% | Reduced |
| Symphony Financial, Ltd. Co. | 19,326 | $1.50M | 0.27% | +7,079+57.8% | Added |
| Romano Brothers and Company | 19,429 | $1.51M | 0.21% | −300−1.5% | Reduced |
| MSH Capital Advisors LLC | 19,501 | $1.51M | 0.51% | +315+1.6% | Added |