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 |
|---|---|---|---|---|---|
| Adalta Capital Management LLC | 27,919 | $2.17M | 1.18% | +23+0.1% | Added |
| TFG Advisers LLC | 27,983 | $2.17M | 0.84% | +81+0.3% | Added |
| Verdence Capital Advisors LLC | 27,988 | $2.17M | 0.19% | −2,281−7.5% | Reduced |
| Simplicity Wealth,LLC | 28,027 | $2.17M | 0.05% | +1,822+7.0% | Added |
| Shoker Investment Counsel, Inc. | 28,219 | $2.19M | 0.77% | +28,219 | New |
| Smith Chas P & Associates Pa Cpas | 28,236 | $2.19M | 0.13% | −793−2.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 28,236 | $2.19M | 0.13% | +28,236 | New |
| Harbor Capital Advisors, Inc. | 28,261 | $2.19M | 0.17% | −260−0.9% | Reduced |
| Old Port Advisors | 28,325 | $2.20M | 0.66% | +511+1.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 28,390 | $2.20M | 0.09% | +2,199+8.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,455 | $2.21M | 0.37% | −347−1.2% | Reduced |
| Shelton Capital Management | 28,509 | $2.21M | 0.06% | −20,000−41.2% | Reduced |
| Proequities, Inc. | 28,530 | $2.21M | 0.14% | −565−1.9% | Reduced |
| Sowell Financial Services LLC | 28,623 | $2.22M | 0.11% | −965−3.3% | Reduced |
| Argyle Capital Management Inc. | 28,771 | $2.23M | 0.92% | −1,300−4.3% | Reduced |
| JPL Wealth Management, LLC | 28,796 | $2.23M | 1.09% | +1,234+4.5% | Added |
| Regal Investment Advisors LLC | 28,841 | $2.24M | 0.15% | +1,206+4.4% | Added |
| Centaurus Financial, Inc. | 28,878 | $2.24M | 0.15% | +1,249+4.5% | Added |
| Diversified, LLC | 28,920 | $2.24M | 0.26% | +539+1.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 28,951 | $2.25M | 0.40% | −4,496−13.4% | Reduced |
| Rockline Wealth Management, LLC | 28,981 | $2.25M | 0.69% | +506+1.8% | Added |
| Mechanics Bank Trust Department | 29,010 | $2.25M | 0.32% | −990−3.3% | Reduced |
| Greenleaf Trust | 29,391 | $2.28M | 0.02% | +1,928+7.0% | Added |
| Pullen Investment Management, LLC | 29,517 | $2.29M | 1.90% | +473+1.6% | Added |
| Mutual Advisors, LLC | 27,782 | $2.31M | 0.07% | +1,084+4.1% | Added |
| Jones Financial Companies LLLP | 29,854 | $2.32M | 0.00% | +20,813+230.2% | Added |
| Broadwater Capital Management LLC | 29,881 | $2.32M | 1.79% | −299−1.0% | Reduced |
| Wills Financial Group, Inc. | 29,920 | $2.32M | 1.07% | +33+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 29,929 | $2.32M | 0.09% | +1,679+5.9% | Added |
| Clarkston Capital Partners, LLC | 30,000 | $2.33M | 0.04% | −10,262−25.5% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.33M | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 30,003 | $2.33M | 0.24% | +428+1.4% | Added |
| Bank Ozk | 30,037 | $2.33M | 1.01% | +3,187+11.9% | Added |
| IFP Advisors, Inc | 30,217 | $2.34M | 0.09% | −1,508−4.8% | Reduced |
| Concord Wealth Partners | 30,254 | $2.35M | 0.41% | +407+1.4% | Added |
| United Services Automobile Association | 30,600 | $2.37M | 0.06% | −2,289−7.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,611 | $2.37M | 0.01% | −761−2.4% | Reduced |
| apricus wealth, LLC | 30,605 | $2.37M | 1.70% | +915+3.1% | Added |
| Biltmore Family Office, LLC | 30,652 | $2.38M | 0.44% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 30,681 | $2.38M | 0.11% | −415−1.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 30,778 | $2.39M | 0.02% | −3,409−10.0% | Reduced |
| Bank of Hawaii | 30,873 | $2.39M | 0.11% | −295−0.9% | Reduced |
| Holderness Investments Co | 30,950 | $2.40M | 0.57% | −70.0% | Reduced |
| Harbour Trust & Investment Management Co | 31,091 | $2.41M | 0.29% | −3,455−10.0% | Reduced |
| South State Corp. | 31,317 | $2.43M | 0.18% | +63+0.2% | Added |
| Marshall Financial Group LLC | 31,418 | $2.44M | 0.68% | +31,418 | New |
| L & S Advisors Inc | 31,569 | $2.45M | 0.28% | +1,847+6.2% | Added |
| Hayek Kallen Investment Management | 31,785 | $2.47M | 0.92% | −100−0.3% | Reduced |
| Leelyn Smith, LLC | 31,997 | $2.48M | 0.48% | −668−2.0% | Reduced |
| Harbour Investments, Inc. | 32,079 | $2.49M | 0.08% | +1,104+3.6% | Added |
| Johnson Investment Counsel Inc | 32,228 | $2.50M | 0.03% | +269+0.8% | Added |
| Coastal Bridge Advisors, LLC | 32,300 | $2.51M | 0.62% | +159+0.5% | Added |
| Allworth Financial LP | 30,786 | $2.51M | 0.02% | +3,160+11.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.51M | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 32,447 | $2.52M | 0.54% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,655 | $2.53M | 0.03% | −1,005−3.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,907 | $2.55M | 0.12% | −393−1.2% | Reduced |
| Raleigh Capital Management Inc. | 33,343 | $2.59M | 1.10% | −2,690−7.5% | Reduced |
| KCM Investment Advisors LLC | 33,746 | $2.62M | 0.09% | −292−0.9% | Reduced |
| Stamos Capital Partners, L.P. | 34,070 | $2.64M | 0.56% | +34,070 | New |
| CIBC World Markets Inc. | 34,440 | $2.67M | 0.01% | +2,045+6.3% | Added |
| Compagnie Lombard Odier SCmA | 34,500 | $2.68M | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 34,542 | $2.68M | 0.12% | +2,901+9.2% | Added |
| Robbins Farley LLC | 34,564 | $2.68M | 1.42% | +1,813+5.5% | Added |
| Kingsview Wealth Management, LLC | 34,664 | $2.69M | 0.06% | +6,707+24.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,797 | $2.70M | 0.07% | +190+0.5% | Added |
| Veriti Management LLC | 34,882 | $2.71M | 0.17% | +7,560+27.7% | Added |
| First National Trust Co | 34,962 | $2.71M | 0.11% | −5,519−13.6% | Reduced |
| McRae Capital Management Inc | 35,054 | $2.72M | 0.62% | −2,075−5.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 35,203 | $2.73M | 1.59% | +100.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,267 | $2.74M | 0.19% | −724−2.0% | Reduced |
| Forte Capital LLC | 35,553 | $2.76M | 0.33% | −762−2.1% | Reduced |
| Woodmont Investment Counsel LLC | 35,655 | $2.77M | 0.23% | −433−1.2% | Reduced |
| Bokf, NA | 35,997 | $2.79M | 0.05% | −595−1.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 36,000 | $2.79M | 0.54% | −835−2.3% | Reduced |
| Lantz Financial LLC | 36,338 | $2.82M | 0.88% | −528−1.4% | Reduced |
| Empirical Finance, LLC | 36,554 | $2.84M | 0.18% | −2,344−6.0% | Reduced |
| Family Legacy, Inc. | 36,593 | $2.84M | 1.02% | −180−0.5% | Reduced |
| Bailard, Inc. | 37,041 | $2.87M | 0.08% | +10,091+37.4% | Added |
| Norinchukin Bank, The | 37,369 | $2.90M | 0.08% | +1,076+3.0% | Added |
| Peapack Gladstone Financial Corp | 37,519 | $2.91M | 0.04% | +3,095+9.0% | Added |
| Woodstock Corp | 37,773 | $2.93M | 0.30% | +1,580+4.4% | Added |
| Omers Administration Corp | 37,893 | $2.94M | 0.03% | +37,893 | New |
| Dearborn Partners LLC | 38,401 | $2.98M | 0.13% | −779−2.0% | Reduced |
| Gladstone Institutional Advisory LLC | 38,413 | $2.98M | 0.16% | +2,948+8.3% | Added |
| Brick & Kyle, Associates | 38,468 | $2.98M | 1.23% | −326−0.8% | Reduced |
| LongView Wealth Management | 38,645 | $3.00M | 1.11% | −1,506−3.8% | Reduced |
| GYL Financial Synergies, LLC | 38,905 | $3.02M | 0.23% | −535−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 39,194 | $3.04M | 0.10% | −4,062−9.4% | Reduced |
| TD Private Client Wealth LLC | 39,471 | $3.06M | 0.10% | −4,760−10.8% | Reduced |
| Everence Capital Management Inc | 41,691 | $3.06M | 0.21% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 42,738 | $3.07M | 0.50% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 39,572 | $3.07M | 0.03% | +3,266+9.0% | Added |
| RSM US Wealth Management LLC | 40,077 | $3.09M | 0.05% | +24,777+161.9% | Added |
| Intech Investment Management LLC | 39,926 | $3.10M | 0.04% | −1,864−4.5% | Reduced |
| Ronald Blue Trust, Inc. | 43,243 | $3.10M | 0.04% | +920+2.2% | Added |
| Hodges Capital Management Inc. | 40,018 | $3.10M | 0.21% | +40,018 | New |
| HighPoint Advisor Group LLC | 37,314 | $3.11M | 0.19% | +212+0.6% | Added |
| NEOS Investment Management LLC | 40,368 | $3.13M | 0.13% | +12,948+47.2% | Added |
| Providence Capital Advisors, LLC | 40,535 | $3.14M | 0.69% | +578+1.4% | Added |