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 |
|---|---|---|---|---|---|
| Patrick Mauro Investment Advisor, INC. | 40,592 | $3.15M | 1.83% | −2,481−5.8% | Reduced |
| Sovereign Financial Group, Inc. | 40,714 | $3.16M | 0.79% | −502−1.2% | Reduced |
| TrueWealth Advisors, LLC | 40,818 | $3.17M | 1.17% | +2,431+6.3% | Added |
| Mainstay Capital Management LLC | 40,830 | $3.17M | 0.56% | +1,209+3.1% | Added |
| Merit Financial Group, LLC | 40,906 | $3.17M | 0.07% | −1,994−4.6% | Reduced |
| Panagora Asset Management Inc | 40,909 | $3.17M | 0.02% | −38,191−48.3% | Reduced |
| Nepsis, Inc. | 41,255 | $3.20M | 0.86% | −878−2.1% | Reduced |
| Credit Agricole S A | 41,543 | $3.22M | 0.02% | −39,096−48.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,716 | $3.24M | 0.33% | −2,077−4.7% | Reduced |
| Fulton Bank, N.A. | 42,716 | $3.31M | 0.13% | −1,423−3.2% | Reduced |
| Tudor Investment Corp Et Al | 43,016 | $3.34M | 0.04% | −15,539−26.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 43,110 | $3.34M | 0.15% | +25,832+149.5% | Added |
| Capital Fund Management S.A. | 43,111 | $3.34M | 0.04% | −140,993−76.6% | Reduced |
| Canandaigua National Bank & Trust Co | 43,413 | $3.37M | 0.36% | −391−0.9% | Reduced |
| Brown Advisory Inc | 43,569 | $3.38M | 0.00% | +5,372+14.1% | Added |
| Richard Bernstein Advisors LLC | 43,628 | $3.38M | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 43,726 | $3.39M | 0.14% | +1,336+3.2% | Added |
| MTM Investment Management, LLC | 43,922 | $3.41M | 1.40% | +33+0.1% | Added |
| Rench Wealth Management, Inc. | 44,072 | $3.42M | 1.23% | +752+1.7% | Added |
| Level Four Advisory Services, LLC | 44,306 | $3.44M | 0.15% | −21,923−33.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 44,450 | $3.45M | 0.53% | +2,649+6.3% | Added |
| Waters Parkerson & Co., LLC | 44,454 | $3.45M | 0.18% | +1,656+3.9% | Added |
| Parkside Investments, LLC | 44,800 | $3.48M | 0.55% | +44,800 | New |
| Hengehold Capital Management LLC | 44,839 | $3.48M | 0.36% | +179+0.4% | Added |
| Bessemer Group Inc | 44,887 | $3.48M | 0.01% | +647+1.5% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $3.48M | 0.47% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 45,394 | $3.52M | 0.36% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 45,421 | $3.52M | 2.89% | −313−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 45,512 | $3.53M | 0.05% | +4,515+11.0% | Added |
| Equitable Holdings, Inc. | 45,804 | $3.55M | 0.04% | −894−1.9% | Reduced |
| Morton Community Bank | 45,835 | $3.56M | 1.00% | +3,180+7.5% | Added |
| Resources Investment Advisors, LLC. | 46,111 | $3.58M | 0.04% | +9,631+26.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 46,293 | $3.59M | 0.19% | +531+1.2% | Added |
| Argent Trust Co | 46,655 | $3.62M | 0.16% | +5,733+14.0% | Added |
| Tokio Marine Asset Management Co Ltd | 46,965 | $3.64M | 0.17% | +2,111+4.7% | Added |
| Laurel Wealth Advisors LLC | 47,609 | $3.69M | 0.65% | −2,496−5.0% | Reduced |
| Signaturefd, LLC | 47,882 | $3.71M | 0.08% | +1,541+3.3% | Added |
| Shorepoint Capital Partners LLC | 47,955 | $3.72M | 0.87% | +1,013+2.2% | Added |
| Greatmark Investment Partners, Inc. | 48,105 | $3.73M | 0.54% | −248−0.5% | Reduced |
| Csenge Advisory Group | 48,445 | $3.76M | 0.21% | +3,771+8.4% | Added |
| Caxton Associates LP | 48,547 | $3.77M | 0.15% | +48,547 | New |
| Apollon Wealth Management, LLC | 49,079 | $3.81M | 0.12% | +2,919+6.3% | Added |
| All Terrain Financial Advisors, LLC | 49,498 | $3.84M | 1.61% | +374+0.8% | Added |
| Essex Financial Services, Inc. | 44,442 | $3.84M | 0.29% | +10,106+29.4% | Added |
| Bremer Bank National Association | 49,759 | $3.86M | 0.75% | −1,921−3.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 49,860 | $3.87M | 0.78% | −150.0% | Reduced |
| Money Concepts Capital Corp | 50,585 | $3.92M | 0.33% | −328−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 50,652 | $3.93M | 0.05% | +5,201+11.4% | Added |
| Advisors Asset Management, Inc. | 50,908 | $3.95M | 0.08% | −2,012−3.8% | Reduced |
| Summit Financial, LLC | 51,017 | $3.96M | 0.18% | +33,063+184.2% | Added |
| Birmingham Capital Management Co Inc | 51,400 | $3.99M | 1.56% | −8,250−13.8% | Reduced |
| Montag A & Associates Inc | 51,551 | $4.00M | 0.20% | +100.0% | Added |
| Oakworth Capital, Inc. | 51,583 | $4.00M | 0.29% | +1,185+2.4% | Added |
| Main Street Financial Solutions, LLC | 51,599 | $4.00M | 0.38% | +1,844+3.7% | Added |
| Ameritas Investment Partners, Inc. | 51,800 | $4.02M | 0.14% | −245−0.5% | Reduced |
| Wesbanco Bank Inc | 52,589 | $4.08M | 0.15% | −795−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 78,437 | $4.12M | 0.02% | −95,675−55.0% | Reduced |
| Wealthcare Advisory Partners LLC | 53,445 | $4.15M | 0.13% | −1,589−2.9% | Reduced |
| Planning Capital Management Corp | 53,690 | $4.16M | 2.94% | −2,243−4.0% | Reduced |
| Kestra Private Wealth Services, LLC | 54,771 | $4.25M | 0.09% | −2,172−3.8% | Reduced |
| First Bank & Trust | 54,775 | $4.25M | 0.87% | −271−0.5% | Reduced |
| Trajan Wealth LLC | 54,804 | $4.25M | 0.27% | −583−1.1% | Reduced |
| New Mexico Educational Retirement Board | 54,987 | $4.26M | 0.15% | 00.0% | Unchanged |
| Nordea Investment Management AB | 55,019 | $4.27M | 0.01% | +2,166+4.1% | Added |
| UniSuper Management Pty Ltd | 55,425 | $4.30M | 0.04% | +27,248+96.7% | Added |
| Trinity Legacy Partners, LLC | 55,587 | $4.31M | 1.23% | +434+0.8% | Added |
| Pathway Financial Advisers, LLC | 56,007 | $4.34M | 1.55% | −584−1.0% | Reduced |
| First Personal Financial Services | 55,954 | $4.34M | 0.98% | +2,086+3.9% | Added |
| United Bank | 56,508 | $4.38M | 2.19% | +346+0.6% | Added |
| Great Valley Advisor Group, Inc. | 56,988 | $4.42M | 0.12% | +4,927+9.5% | Added |
| Park Avenue Securities LLC | 57,214 | $4.44M | 0.05% | +1,045+1.9% | Added |
| Bayesian Capital Management, LP | 57,300 | $4.44M | 0.51% | +57,300 | New |
| Clearstead Advisors, LLC | 57,977 | $4.50M | 0.08% | +49,643+595.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 58,067 | $4.50M | 0.23% | −12,555−17.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 58,646 | $4.55M | 0.05% | −2,888−4.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 59,467 | $4.61M | 0.47% | −7,618−11.4% | Reduced |
| Bridge Creek Capital Management LLC | 59,715 | $4.63M | 1.49% | −198−0.3% | Reduced |
| Schnieders Capital Management LLC | 60,274 | $4.68M | 0.94% | +2,175+3.7% | Added |
| Profund Advisors LLC | 60,376 | $4.68M | 0.17% | +19,682+48.4% | Added |
| Clearbridge Investments, LLC | 60,765 | $4.71M | 0.00% | −1,725−2.8% | Reduced |
| American Trust Investment Advisors, LLC | 60,782 | $4.71M | 2.29% | +4,637+8.3% | Added |
| First Citizens Bank & Trust Co | 61,607 | $4.78M | 0.09% | −572−0.9% | Reduced |
| Louisiana State Employees Retirement System | 61,900 | $4.80M | 0.09% | −1,600−2.5% | Reduced |
| SpiderRock Advisors, LLC | 61,910 | $4.80M | 0.13% | −50−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 62,186 | $4.82M | 0.08% | +353+0.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 62,199 | $4.82M | 0.42% | −7,320−10.5% | Reduced |
| BCJ Capital Management, LLC | 62,556 | $4.85M | 0.39% | +62,556 | New |
| Goelzer Investment Management, Inc. | 62,758 | $4.87M | 0.27% | −1,105−1.7% | Reduced |
| Securian Asset Management, Inc | 62,872 | $4.88M | 0.14% | −1,364−2.1% | Reduced |
| StoneX Group Inc. | 62,927 | $4.88M | 0.39% | +4,206+7.2% | Added |
| Shilanski & Associates, Inc. | 62,951 | $4.88M | 1.64% | +272+0.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 63,265 | $4.91M | 1.14% | +2,058+3.4% | Added |
| Baugh & Associates, LLC | 61,283 | $4.93M | 2.56% | −2,431−3.8% | Reduced |
| Buckhead Capital Management LLC | 64,113 | $4.97M | 1.68% | +5,353+9.1% | Added |
| Simmons Bank | 64,113 | $4.97M | 0.38% | +6,249+10.8% | Added |
| Sigma Planning Corp | 64,262 | $4.98M | 0.16% | −1,194−1.8% | Reduced |
| Aventail Capital Group, LP | 64,292 | $4.99M | 0.35% | +64,292 | New |
| Quantinno Capital Management LP | 65,026 | $5.04M | 0.09% | +6,151+10.4% | Added |
| Foundations Investment Advisors, LLC | 65,161 | $5.05M | 0.12% | +3,436+5.6% | Added |
| Spirepoint Private Client, LLC | 65,198 | $5.06M | 0.72% | +5,593+9.4% | Added |