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 |
|---|---|---|---|---|---|
| City Holding Co | 65,253 | $5.06M | 0.75% | +873+1.4% | Added |
| Cresset Asset Management, LLC | 65,416 | $5.07M | 0.02% | +4,798+7.9% | Added |
| Royal London Asset Management Ltd | 65,519 | $5.08M | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 65,578 | $5.09M | 1.16% | +961+1.5% | Added |
| Americana Partners, LLC | 65,604 | $5.09M | 0.40% | +37,983+137.5% | Added |
| Integrated Wealth Concepts LLC | 65,837 | $5.11M | 0.07% | +818+1.3% | Added |
| Lumbard & Kellner, LLC | 65,983 | $5.12M | 2.42% | −418−0.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 66,592 | $5.17M | 1.29% | −114−0.2% | Reduced |
| Umb Bank N A | 66,975 | $5.20M | 0.09% | −3,978−5.6% | Reduced |
| Man Group plc | 67,289 | $5.22M | 0.01% | +8,563+14.6% | Added |
| Metis Global Partners, LLC | 67,742 | $5.25M | 0.18% | +3,262+5.1% | Added |
| Institutional & Family Asset Management, LLC | 68,650 | $5.33M | 0.82% | −896−1.3% | Reduced |
| Cornerstone Capital, Inc. | 69,062 | $5.36M | 0.54% | −6,809−9.0% | Reduced |
| NBC Securities, Inc. | 69,597 | $5.40M | 0.49% | +1,387+2.0% | Added |
| Moors & Cabot, Inc. | 69,854 | $5.42M | 0.29% | +907+1.3% | Added |
| Carson Advisory Inc. | 69,968 | $5.43M | 3.81% | +230.0% | Added |
| Hartford Investment Management Co | 70,139 | $5.44M | 0.19% | −363−0.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 70,191 | $5.44M | 1.20% | +3,907+5.9% | Added |
| South Dakota Investment Council | 70,483 | $5.47M | 0.11% | −623−0.9% | Reduced |
| D.A. Davidson & Co. | 70,946 | $5.50M | 0.05% | −2,340−3.2% | Reduced |
| Neuberger Berman Group LLC | 71,154 | $5.52M | 0.00% | −2,932−4.0% | Reduced |
| Ellsworth Advisors, LLC | 71,560 | $5.55M | 1.55% | +2,303+3.3% | Added |
| Coldstream Capital Management Inc | 71,625 | $5.56M | 0.14% | −157−0.2% | Reduced |
| Oppenheimer & Co Inc | 72,152 | $5.60M | 0.09% | +4,847+7.2% | Added |
| Teacher Retirement System of Texas | 72,919 | $5.66M | 0.03% | −276,013−79.1% | Reduced |
| Capital Investment Counsel, LLC | 73,084 | $5.67M | 1.11% | +2,661+3.8% | Added |
| Kempen Capital Management N.V. | 73,382 | $5.69M | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 73,720 | $5.72M | 0.15% | −4,916−6.3% | Reduced |
| Naples Global Advisors, LLC | 74,094 | $5.75M | 0.58% | −320.0% | Reduced |
| BFSG, LLC | 74,670 | $5.79M | 0.73% | +73,214+5,028.4% | Added |
| Coston, McIsaac & Partners | 74,827 | $5.80M | 1.83% | +1,779+2.4% | Added |
| Foster Victor Wealth Advisors, LLC | 71,634 | $5.81M | 0.49% | −75,449−51.3% | Reduced |
| Ieq Capital, LLC | 75,059 | $5.82M | 0.08% | +5,109+7.3% | Added |
| Telos Capital Management, Inc. | 75,116 | $5.83M | 0.65% | −342−0.5% | Reduced |
| Assenagon Asset Management S.A. | 75,997 | $5.90M | 0.01% | −129,644−63.0% | Reduced |
| Carret Asset Management, LLC | 76,026 | $5.90M | 0.69% | −283−0.4% | Reduced |
| Glenmede Trust Co NA | 76,037 | $5.90M | 0.03% | +23,063+43.5% | Added |
| Anchor Investment Management, LLC | 76,605 | $5.94M | 0.61% | −504−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 77,153 | $5.98M | 0.20% | +27,143+54.3% | Added |
| Albion Financial Group | 77,299 | $6.00M | 0.45% | −639−0.8% | Reduced |
| Old Point Trust & Financial Services N A | 77,373 | $6.00M | 2.33% | −3,053−3.8% | Reduced |
| Trustmark National Bank Trust Department | 77,583 | $6.02M | 0.48% | +227+0.3% | Added |
| Lido Advisors, LLC | 77,984 | $6.05M | 0.05% | −11,326−12.7% | Reduced |
| Prospera Financial Services Inc | 79,191 | $6.14M | 0.17% | +1,027+1.3% | Added |
| MBB Public Markets I LLC | 79,420 | $6.16M | 0.13% | +79,420 | New |
| Cornerstone Advisors, LLC | 80,000 | $6.21M | 0.25% | −7,800−8.9% | Reduced |
| Sky Investment Group LLC | 80,292 | $6.23M | 1.19% | −1,940−2.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 80,572 | $6.25M | 0.36% | +1,411+1.8% | Added |
| Zions Bancorporation, N.A. | 80,811 | $6.27M | 0.50% | −16,552−17.0% | Reduced |
| Thrivent Financial for Lutherans | 81,144 | $6.29M | 0.01% | +5,380+7.1% | Added |
| Am Investment Strategies LLC | 81,888 | $6.35M | 1.57% | +233+0.3% | Added |
| MainStreet Investment Advisors LLC | 82,239 | $6.38M | 0.78% | −3,964−4.6% | Reduced |
| Kentucky Retirement Systems | 82,397 | $6.39M | 0.19% | −428−0.5% | Reduced |
| Central Trust Co | 82,440 | $6.39M | 0.16% | −653−0.8% | Reduced |
| King Luther Capital Management Corp | 82,600 | $6.41M | 0.03% | +2,275+2.8% | Added |
| AE Wealth Management LLC | 82,848 | $6.43M | 0.06% | +27,397+49.4% | Added |
| GLOBALT Investments LLC | 84,167 | $6.53M | 0.26% | −1,566−1.8% | Reduced |
| Mizuho Securities USA LLC | 84,311 | $6.54M | 0.14% | +84,311 | New |
| Chronos Wealth Management, LLC | 84,426 | $6.55M | 3.64% | +483+0.6% | Added |
| Strategic Financial Concepts, LLC | 232,075 | $6.55M | 0.02% | +232,075 | New |
| KBC Group NV | 84,568 | $6.56M | 0.02% | +7,216+9.3% | Added |
| Maryland State Retirement & Pension System | 84,832 | $6.58M | 0.12% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 84,885 | $6.58M | 3.22% | −3,596−4.1% | Reduced |
| TD Waterhouse Canada Inc. | 85,736 | $6.62M | 0.06% | +29,957+53.7% | Added |
| Steward Partners Investment Advisory, LLC | 85,541 | $6.64M | 0.07% | +2,070+2.5% | Added |
| Teachers Retirement System of the State of Kentucky | 86,129 | $6.68M | 0.06% | −2,512−2.8% | Reduced |
| Massmutual Trust Co FSB | 86,751 | $6.73M | 0.20% | −346−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 87,319 | $6.77M | 0.70% | −2,429−2.7% | Reduced |
| Windle Wealth, LLC | 87,518 | $6.79M | 4.14% | −2,673−3.0% | Reduced |
| First PREMIER Bank | 87,664 | $6.80M | 1.82% | −1,591−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 87,850 | $6.81M | 0.06% | −3,827−4.2% | Reduced |
| Brookstone Capital Management | 84,229 | $6.88M | 0.11% | +4,815+6.1% | Added |
| Sagefield Capital LP | 89,211 | $6.92M | 0.73% | +47,414+113.4% | Added |
| Edgemoor Investment Advisors, Inc. | 90,205 | $7.00M | 0.65% | −1,710−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 90,597 | $7.03M | 0.22% | +8,814+10.8% | Added |
| Cornerstone Wealth Group, LLC | 90,706 | $7.04M | 0.63% | −78,287−46.3% | Reduced |
| Thomasville National Bank | 90,971 | $7.06M | 0.57% | −541−0.6% | Reduced |
| Gulf International Bank (UK) Ltd | 91,969 | $7.13M | 0.18% | −500−0.5% | Reduced |
| IFG Advisory, LLC | 93,492 | $7.25M | 0.47% | +3,995+4.5% | Added |
| Insight Folios Inc | 93,896 | $7.28M | 2.99% | −245−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 93,929 | $7.29M | 0.14% | +652+0.7% | Added |
| Advocate Group LLC | 94,134 | $7.30M | 1.47% | −562−0.6% | Reduced |
| JustInvest LLC | 95,450 | $7.37M | 0.14% | +15,807+19.8% | Added |
| ARS Wealth Advisors Group, LLC | 95,294 | $7.39M | 0.96% | −1,441−1.5% | Reduced |
| QRG Capital Management, Inc. | 96,608 | $7.49M | 0.09% | +7,050+7.9% | Added |
| Azimuth Capital Investment Management LLC | 97,291 | $7.55M | 0.31% | +2,412+2.5% | Added |
| Avantax Advisory Services, Inc. | 97,707 | $7.58M | 0.05% | +11,644+13.5% | Added |
| Wealthfront Advisers LLC | 98,971 | $7.68M | 0.03% | +11,242+12.8% | Added |
| Davenport & Co LLC | 99,135 | $7.69M | 0.05% | −4,546−4.4% | Reduced |
| Rothschild Investment LLC | 99,227 | $7.70M | 0.54% | +64,494+185.7% | Added |
| Principle Wealth Partners LLC | 99,371 | $7.71M | 0.59% | +2,320+2.4% | Added |
| Blair William & Co | 100,412 | $7.79M | 0.02% | +8,514+9.3% | Added |
| Hantz Financial Services, Inc. | 100,996 | $7.83M | 0.15% | −4,108−3.9% | Reduced |
| Advisors Management Group Inc | 101,119 | $7.84M | 1.96% | +84+0.1% | Added |
| Fisher Asset Management, LLC | 102,772 | $7.97M | 0.00% | +11,164+12.2% | Added |
| Beacon Pointe Advisors, LLC | 102,787 | $7.97M | 0.09% | −1,803−1.7% | Reduced |
| Atria Wealth Solutions, Inc. | 103,689 | $8.04M | 0.09% | +6,737+6.9% | Added |
| Robeco Institutional Asset Management B.V. | 105,181 | $8.16M | 0.02% | −6,069−5.5% | Reduced |
| Fiduciary Group LLC | 105,507 | $8.18M | 0.88% | −3,265−3.0% | Reduced |
| Pacer Advisors, Inc. | 105,742 | $8.20M | 0.02% | −7,501−6.6% | Reduced |