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 6 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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 94,085 | $8.20M | 0.74% | +5,437+6.1% | Added |
| Fifth Third Bancorp | 106,862 | $8.29M | 0.03% | −14,611−12.0% | Reduced |
| Associated Banc-Corp | 106,952 | $8.30M | 0.26% | −2,110−1.9% | Reduced |
| Employees Retirement System of Texas | 106,970 | $8.30M | 0.08% | +106,970 | New |
| Allianz Asset Management GmbH | 107,103 | $8.31M | 0.01% | −32,484−23.3% | Reduced |
| Arkadios Wealth Advisors | 107,557 | $8.34M | 0.56% | +3,034+2.9% | Added |
| Visionary Wealth Advisors | 108,031 | $8.38M | 0.55% | +2,832+2.7% | Added |
| Private Advisor Group, LLC | 109,052 | $8.46M | 0.06% | +2,294+2.1% | Added |
| Moody Lynn & Lieberson, LLC | 110,067 | $8.54M | 0.56% | +47,530+76.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 110,212 | $8.55M | 0.02% | +110,212 | New |
| Ilmarinen Mutual Pension Insurance Co | 111,500 | $8.65M | 0.10% | −5,500−4.7% | Reduced |
| Kanawha Capital Management LLC | 111,576 | $8.65M | 0.68% | +7,165+6.9% | Added |
| TCTC Holdings, LLC | 111,782 | $8.67M | 0.30% | −5,273−4.5% | Reduced |
| Raymond James Trust N.A. | 114,638 | $8.89M | 0.21% | +726+0.6% | Added |
| Pinnacle Associates Ltd | 116,338 | $9.02M | 0.14% | +2,004+1.8% | Added |
| Morgan Dempsey Capital Management LLC | 117,363 | $9.10M | 3.04% | −2,888−2.4% | Reduced |
| Rafferty Asset Management, LLC | 118,627 | $9.20M | 0.03% | −6,863−5.5% | Reduced |
| Bank of Nova Scotia | 119,162 | $9.24M | 0.02% | −21,655−15.4% | Reduced |
| Janus Henderson Group PLC | 120,951 | $9.38M | 0.01% | −22,865−15.9% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 120,955 | $9.38M | 0.12% | −15,751−11.5% | Reduced |
| Core Alternative Capital | 121,961 | $9.46M | 1.89% | −13,632−10.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 122,215 | $9.48M | 1.58% | +284+0.2% | Added |
| Advisory Services Network, LLC | 122,623 | $9.51M | 0.20% | +2,485+2.1% | Added |
| Signature Wealth Management Group | 124,365 | $9.65M | 4.22% | +3,094+2.6% | Added |
| Agf Management Ltd | 124,456 | $9.65M | 0.05% | −1,980−1.6% | Reduced |
| Independent Advisor Alliance | 126,751 | $9.83M | 0.34% | +5,411+4.5% | Added |
| Bell Bank | 127,157 | $9.86M | 0.83% | −2,789−2.1% | Reduced |
| Keybank National Association | 128,342 | $9.96M | 0.04% | −1,609−1.2% | Reduced |
| RFG Advisory, LLC | 128,987 | $10.0M | 0.33% | +1,776+1.4% | Added |
| Nissay Asset Management Corp | 129,010 | $10.0M | 0.07% | +3,268+2.6% | Added |
| Intact Investment Management Inc. | 130,000 | $10.1M | 0.38% | +62,800+93.5% | Added |
| Alerus Financial NA | 130,802 | $10.1M | 0.76% | +1,543+1.2% | Added |
| Biondo Investment Advisors, LLC | 131,660 | $10.2M | 1.51% | +3,841+3.0% | Added |
| Cullinan Associates Inc | 131,666 | $10.2M | 0.58% | −63,088−32.4% | Reduced |
| Edgestream Partners, L.P. | 131,945 | $10.2M | 0.49% | +106,304+414.6% | Added |
| Vestcor Inc | 135,642 | $10.5M | 0.36% | +1,484+1.1% | Added |
| Klingenstein Fields & Co LP | 136,961 | $10.6M | 0.44% | +136,961 | New |
| Mutual of America Capital Management LLC | 137,888 | $10.7M | 0.12% | −5,103−3.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 138,205 | $10.7M | 0.13% | +348+0.3% | Added |
| Rockland Trust Co | 138,400 | $10.7M | 0.57% | −18,903−12.0% | Reduced |
| CCM Investment Advisers LLC | 139,054 | $10.8M | 1.27% | +1,047+0.8% | Added |
| CIBC Private Wealth Group, LLC | 139,430 | $10.8M | 0.02% | +2,054+1.5% | Added |
| CIBC World Markets Corp | 140,832 | $10.9M | 0.07% | +31,496+28.8% | Added |
| Commerce Bank | 142,743 | $11.1M | 0.07% | +17,212+13.7% | Added |
| AQR Capital Management LLC | 142,860 | $11.1M | 0.02% | −17,571−11.0% | Reduced |
| Nisa Investment Advisors, LLC | 144,227 | $11.2M | 0.07% | −23,569−14.0% | Reduced |
| Atria Investments LLC | 145,543 | $11.3M | 0.15% | +190+0.1% | Added |
| Guggenheim Capital LLC | 145,690 | $11.3M | 0.08% | +35,973+32.8% | Added |
| Xponance, Inc. | 145,850 | $11.3M | 0.12% | −533−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 146,262 | $11.3M | 0.20% | +262+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 147,128 | $11.4M | 0.28% | +18,036+14.0% | Added |
| Bragg Financial Advisors, Inc | 148,214 | $11.5M | 0.51% | +955+0.6% | Added |
| Jacobs Levy Equity Management, Inc | 148,528 | $11.5M | 0.05% | +108,027+266.7% | Added |
| Tower Research Capital LLC (TRC) | 148,878 | $11.5M | 0.19% | +121,800+449.8% | Added |
| O'Shaughnessy Asset Management, LLC | 149,461 | $11.6M | 0.12% | +30,755+25.9% | Added |
| New York Life Investment Management LLC | 150,188 | $11.7M | 0.12% | +1,165+0.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 150,837 | $11.7M | 0.04% | −360−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 151,196 | $11.7M | 0.05% | −5,049−3.2% | Reduced |
| Walleye Capital LLC | 151,397 | $11.7M | 0.12% | +119,265+371.2% | Added |
| Pinnacle Financial Partners Inc | 152,998 | $11.8M | 0.25% | +4,314+2.9% | Added |
| Advisors Capital Management, LLC | 152,190 | $11.8M | 0.21% | +131,312+628.9% | Added |
| State of Alaska, Department of Revenue | 154,860 | $12.0M | 0.13% | +8,095+5.5% | Added |
| Lockheed Martin Investment Management Co | 155,320 | $12.0M | 0.70% | −27,120−14.9% | Reduced |
| Pathstone Holdings, LLC | 155,555 | $12.1M | 0.05% | +8,579+5.8% | Added |
| Capital Group Private Client Services, Inc. | 156,821 | $12.2M | 0.12% | −2,348−1.5% | Reduced |
| ProShare Advisors LLC | 158,754 | $12.3M | 0.03% | +14,648+10.2% | Added |
| Warren Averett Asset Management, LLC | 160,825 | $12.5M | 0.24% | +69,157+75.4% | Added |
| M&T Bank Corp | 160,927 | $12.5M | 0.04% | −4,591−2.8% | Reduced |
| Yousif Capital Management, LLC | 166,449 | $12.9M | 0.15% | −2,043−1.2% | Reduced |
| HB Wealth Management, LLC | 166,536 | $12.9M | 0.15% | +9,901+6.3% | Added |
| CWM, LLC | 168,898 | $13.1M | 0.06% | +4,650+2.8% | Added |
| Rockefeller Capital Management L.P. | 169,012 | $13.1M | 0.04% | −27,854−14.1% | Reduced |
| Leavell Investment Management, Inc. | 171,460 | $13.3M | 0.73% | +2,390+1.4% | Added |
| Huntington National Bank | 171,989 | $13.3M | 0.10% | +34,725+25.3% | Added |
| MAI Capital Management | 176,586 | $13.7M | 0.13% | +24,873+16.4% | Added |
| Eagle Ridge Investment Management | 178,234 | $13.8M | 1.28% | +1,788+1.0% | Added |
| USS Investment Management Ltd | 179,381 | $13.9M | 0.11% | +2,496+1.4% | Added |
| Utah Retirement Systems | 180,372 | $14.0M | 0.17% | −8,500−4.5% | Reduced |
| Schroder Investment Management Group | 183,647 | $14.2M | 0.02% | +10,043+5.8% | Added |
| Northwestern Mutual Wealth Management Co | 184,216 | $14.3M | 0.01% | +14,399+8.5% | Added |
| Dakota Wealth Management | 184,630 | $14.3M | 0.34% | +184+0.1% | Added |
| Public Sector Pension Investment Board | 185,436 | $14.4M | 0.09% | +61,771+50.0% | Added |
| Calamos Wealth Management LLC | 189,248 | $14.7M | 0.79% | +2,060+1.1% | Added |
| UBS Oconnor LLC | 190,300 | $14.8M | 0.42% | +190,300 | New |
| Kayne Anderson Rudnick Investment Management LLC | 191,147 | $14.8M | 0.04% | −3,907−2.0% | Reduced |
| Daiwa Securities Group Inc. | 191,475 | $14.9M | 0.08% | +79,420+70.9% | Added |
| Cerity Partners LLC | 191,777 | $14.9M | 0.04% | +70,482+58.1% | Added |
| Becker Capital Management Inc | 192,031 | $14.9M | 0.51% | −1,264−0.7% | Reduced |
| Covalis Capital LLP | 192,044 | $14.9M | 2.03% | +192,044 | New |
| Nichols & Pratt Advisers LLP | 192,302 | $14.9M | 1.01% | 00.0% | Unchanged |
| Verity & Verity, LLC | 196,368 | $15.2M | 1.66% | +3,149+1.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 204,296 | $15.8M | 0.05% | +14,751+7.8% | Added |
| Calamos Advisors LLC | 206,747 | $16.0M | 0.08% | −7,244−3.4% | Reduced |
| Edgar Lomax Co | 208,135 | $16.1M | 1.05% | −3,480−1.6% | Reduced |
| Czech National Bank | 208,362 | $16.2M | 0.19% | +16,467+8.6% | Added |
| British Columbia Investment Management Corp | 208,996 | $16.2M | 0.10% | +78,373+60.0% | Added |
| Forsta Ap-Fonden | 212,500 | $16.5M | 0.15% | −21,800−9.3% | Reduced |
| GWM Advisors LLC | 213,413 | $16.6M | 0.12% | +12,556+6.3% | Added |
| SG Americas Securities, LLC | 214,100 | $16.6M | 0.10% | +63,039+41.7% | Added |
| Millennium Management LLC | 215,733 | $16.7M | 0.01% | +149,612+226.3% | Added |