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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 19,528 | $1.51M | 0.61% | −28−0.1% | Reduced |
| Eagle Rock Investment Company, LLC | 19,557 | $1.52M | 0.27% | +122+0.6% | Added |
| Oak Harbor Wealth Partners, LLC | 19,560 | $1.52M | 0.48% | −1,233−5.9% | Reduced |
| Hilltop Holdings Inc. | 19,602 | $1.52M | 0.18% | +963+5.2% | Added |
| Wealthspire Advisors, LLC | 19,707 | $1.53M | 0.02% | +563+2.9% | Added |
| Westpac Banking Corp | 19,737 | $1.53M | 0.12% | 00.0% | Unchanged |
| Smith, Moore & Co. | 19,828 | $1.54M | 0.16% | −55−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 19,936 | $1.55M | 0.11% | +5,036+33.8% | Added |
| Canal Insurance CO | 20,000 | $1.55M | 0.41% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 21,654 | $1.56M | 0.20% | +150+0.7% | Added |
| Peoples Financial Services Corp. | 20,198 | $1.57M | 0.71% | −829−3.9% | Reduced |
| Hilltop National Bank | 20,254 | $1.57M | 0.51% | +1,040+5.4% | Added |
| Verity Asset Management, Inc. | 20,288 | $1.57M | 0.62% | +10,170+100.5% | Added |
| First United Bank Trust | 20,463 | $1.59M | 0.59% | +560+2.8% | Added |
| RDA Financial Network | 20,493 | $1.59M | 0.52% | +4,365+27.1% | Added |
| Horizon Investments, LLC | 20,641 | $1.60M | 0.04% | +133+0.6% | Added |
| Parsons Capital Management Inc | 20,653 | $1.60M | 0.11% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 20,075 | $1.61M | 1.09% | +299+1.5% | Added |
| RFP Financial Group LLC | 20,738 | $1.61M | 0.60% | −634−3.0% | Reduced |
| Capital Investment Advisory Services, LLC | 20,748 | $1.61M | 0.17% | −818−3.8% | Reduced |
| Good Life Advisors, LLC | 20,774 | $1.61M | 0.13% | +564+2.8% | Added |
| Brown Brothers Harriman & Co | 20,961 | $1.63M | 0.01% | −425−2.0% | Reduced |
| SevenBridge Financial Group, LLC | 18,882 | $1.63M | 0.36% | 00.0% | Unchanged |
| We Are One Seven, LLC | 21,149 | $1.64M | 0.08% | +45+0.2% | Added |
| Bangor Savings Bank | 21,314 | $1.65M | 0.17% | +9,703+83.6% | Added |
| Cape Investment Advisory, Inc. | 21,370 | $1.66M | 0.74% | +5,820+37.4% | Added |
| Southeast Asset Advisors Inc. | 21,637 | $1.68M | 0.20% | +846+4.1% | Added |
| Ethic Inc. | 21,785 | $1.69M | 0.04% | +2,817+14.9% | Added |
| ZWJ Investment Counsel Inc | 21,798 | $1.69M | 0.07% | +103+0.5% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.69M | 0.06% | 00.0% | Unchanged |
| Davis Capital Management | 22,114 | $1.70M | 1.48% | −170−0.8% | Reduced |
| Change Path, LLC | 21,977 | $1.70M | 0.09% | +343+1.6% | Added |
| Patten & Patten Inc | 21,992 | $1.71M | 0.12% | −100−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,087 | $1.71M | 0.03% | −645−2.8% | Reduced |
| Empowered Funds, LLC | 22,127 | $1.72M | 0.03% | +2,758+14.2% | Added |
| Old North State Trust, LLC | 22,156 | $1.72M | 1.48% | +683+3.2% | Added |
| Baillie Gifford & Co | 22,231 | $1.72M | 0.00% | +4,731+27.0% | Added |
| Stock Yards Bank & Trust Co | 22,293 | $1.73M | 0.06% | −228−1.0% | Reduced |
| Axxcess Wealth Management, LLC | 22,353 | $1.73M | 0.05% | +4,411+24.6% | Added |
| Principal Securities, Inc. | 22,411 | $1.74M | 0.05% | +3,256+17.0% | Added |
| Equitable Trust Co | 22,425 | $1.74M | 0.12% | −3,745−14.3% | Reduced |
| HF Advisory Group, LLC | 22,490 | $1.74M | 0.90% | −765−3.3% | Reduced |
| Vectors Research Management, LLC | 22,506 | $1.75M | 0.54% | −629−2.7% | Reduced |
| NTV Asset Management LLC | 22,689 | $1.76M | 0.25% | −15−0.1% | Reduced |
| First City Capital Management, Inc. | 22,720 | $1.76M | 0.99% | −105−0.5% | Reduced |
| D L Carlson Investment Group Inc | 22,792 | $1.77M | 0.34% | +8,194+56.1% | Added |
| Wedbush Securities Inc | 23,042 | $1.79M | 0.06% | +1,119+5.1% | Added |
| Schechter Investment Advisors, LLC | 23,073 | $1.79M | 0.13% | +10,415+82.3% | Added |
| Donaldson Capital Management, LLC | 23,094 | $1.79M | 0.08% | −2,722−10.5% | Reduced |
| Nomura Holdings Inc | 23,203 | $1.80M | 0.01% | +14,495+166.5% | Added |
| Teza Capital Management LLC | 23,236 | $1.80M | 0.22% | +23+0.1% | Added |
| First County Bank | 23,460 | $1.82M | 0.94% | −2,720−10.4% | Reduced |
| CFS Investment Advisory Services, LLC | 23,456 | $1.82M | 0.15% | +23,456 | New |
| LBMC Investment Advisors, LLC | 23,522 | $1.82M | 0.16% | +23+0.1% | Added |
| Trust Co of Vermont | 23,601 | $1.83M | 0.10% | −120−0.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 23,761 | $1.84M | 0.28% | −83−0.3% | Reduced |
| Citizens National Bank Trust Department | 23,841 | $1.85M | 0.41% | −430−1.8% | Reduced |
| Naviter Wealth, LLC | 23,947 | $1.86M | 0.28% | +1,479+6.6% | Added |
| Investment Management Corp of Ontario | 24,342 | $1.89M | 0.05% | +6,700+38.0% | Added |
| CAPROCK Group, Inc. | 24,386 | $1.89M | 0.08% | +4,028+19.8% | Added |
| HHM Wealth Advisors, LLC | 24,400 | $1.89M | 0.28% | +7,067+40.8% | Added |
| Kingswood Wealth Advisors, LLC | 24,473 | $1.90M | 0.17% | +722+3.0% | Added |
| Vident Advisory, LLC | 24,480 | $1.90M | 0.05% | +24,480 | New |
| Armor Investment Advisors, LLC | 24,654 | $1.91M | 0.88% | −2,571−9.4% | Reduced |
| Stolper Co | 24,717 | $1.92M | 0.67% | +148+0.6% | Added |
| Dynamic Technology Lab Private Ltd | 24,760 | $1.92M | 0.22% | +24,760 | New |
| Huber Capital Management LLC | 24,797 | $1.92M | 0.44% | −894−3.5% | Reduced |
| Leo Wealth, LLC | 24,910 | $1.93M | 0.20% | +464+1.9% | Added |
| Ascent Wealth Partners, LLC | 24,946 | $1.94M | 0.28% | −231−0.9% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.94M | 0.18% | 00.0% | Unchanged |
| Claro Advisors LLC | 25,077 | $1.95M | 0.30% | +1,013+4.2% | Added |
| Bleakley Financial Group, LLC | 25,311 | $1.96M | 0.06% | +1,912+8.2% | Added |
| S.E.E.D. Planning Group LLC | 25,548 | $1.98M | 0.72% | −1,166−4.4% | Reduced |
| Perigon Wealth Management, LLC | 25,567 | $1.98M | 0.06% | +933+3.8% | Added |
| Concord Asset Management, LLC | 25,759 | $2.00M | 0.50% | +2,017+8.5% | Added |
| Advanced Asset Management Advisors Inc | 25,805 | $2.00M | 0.53% | +25,805 | New |
| Financial Advisory Service, Inc. | 25,839 | $2.00M | 0.17% | +1,344+5.5% | Added |
| Private Trust Co NA | 25,848 | $2.01M | 0.22% | −380−1.4% | Reduced |
| NBT Bank N A | 25,870 | $2.01M | 0.14% | −1,184−4.4% | Reduced |
| Renaissance Technologies LLC | 26,000 | $2.02M | 0.00% | −637,200−96.1% | Reduced |
| John G Ullman & Associates Inc | 26,093 | $2.02M | 0.31% | +293+1.1% | Added |
| IHT Wealth Management, LLC | 26,199 | $2.03M | 0.08% | +965+3.8% | Added |
| Greenland Capital Management LP | 26,530 | $2.06M | 0.44% | +26,530 | New |
| Sheaff Brock Investment Advisors, LLC | 26,646 | $2.07M | 0.19% | −3,949−12.9% | Reduced |
| CSS LLC | 26,700 | $2.07M | 0.15% | +26,700 | New |
| Capital Square, LLC | 25,464 | $2.08M | 1.36% | +185+0.7% | Added |
| Kavar Capital Partners Group, LLC | 26,943 | $2.09M | 0.38% | −250−0.9% | Reduced |
| Hancock Whitney Corp | 27,007 | $2.09M | 0.07% | −115−0.4% | Reduced |
| Jacobi Capital Management LLC | 27,271 | $2.12M | 0.18% | −102−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 25,356 | $2.12M | 0.14% | −117−0.5% | Reduced |
| Miller Howard Investments Inc | 27,342 | $2.12M | 0.07% | −161−0.6% | Reduced |
| Essex LLC | 27,471 | $2.13M | 0.48% | +1,271+4.9% | Added |
| Tyche Wealth Partners LLC | 27,476 | $2.13M | 0.52% | +3,291+13.6% | Added |
| Snowden Capital Advisors LLC | 27,635 | $2.14M | 0.06% | −1,052−3.7% | Reduced |
| Barometer Capital Management Inc. | 27,640 | $2.14M | 0.83% | +27,640 | New |
| J.W. Cole Advisors, Inc. | 27,644 | $2.14M | 0.10% | +359+1.3% | Added |
| Waterloo Capital, L.P. | 27,673 | $2.15M | 0.26% | +27,673 | New |
| United Community Bank | 27,684 | $2.15M | 0.87% | −1,375−4.7% | Reduced |
| Green Square Capital Advisors LLC | 27,788 | $2.16M | 0.30% | −1,878−6.3% | Reduced |
| PFG Investments, LLC | 27,791 | $2.16M | 0.15% | +1,304+4.9% | Added |