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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| MB, Levis & Associates, LLC | 419 | $32.5K | 0.02% | +1+0.2% | Added |
| REAP Financial Group, LLC | 427 | $33.1K | 0.01% | −62−12.7% | Reduced |
| Voisard Asset Management Group, Inc. | 444 | $34.5K | 0.02% | +4+0.9% | Added |
| Northwest Capital Management Inc | 449 | $34.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 450 | $34.9K | 0.01% | −6−1.3% | Reduced |
| WFA of San Diego, LLC | 450 | $34.9K | 0.03% | +450 | New |
| Covestor Ltd | 450 | $35.0K | 0.02% | −1,555−77.6% | Reduced |
| VitalStone Financial, LLC | 474 | $36.8K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 477 | $37.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 482 | $37.4K | 0.01% | +15+3.2% | Added |
| Tortoise Investment Management, LLC | 490 | $38.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $38.8K | 0.01% | −201−28.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $38.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $38.8K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 504 | $39.1K | 0.01% | +504 | New |
| JNBA Financial Advisors | 506 | $39.3K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 508 | $39.4K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 520 | $40.3K | 0.00% | −7−1.3% | Reduced |
| Valley National Advisers Inc | 531 | $41.0K | 0.01% | −40−7.0% | Reduced |
| Capital Analysts, LLC | 524 | $41.0K | 0.00% | +24+4.8% | Added |
| Moser Wealth Advisors, LLC | 537 | $41.7K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 540 | $41.9K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 545 | $42.3K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 545 | $42.3K | 0.01% | −41−7.0% | Reduced |
| TD Capital Management LLC | 546 | $42.4K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 553 | $42.9K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 555 | $43.1K | 0.02% | −215−27.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 556 | $43.1K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 585 | $45.4K | 0.01% | +141+31.8% | Added |
| Stuart Chaussee & Associates, Inc. | 588 | $45.6K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 592 | $45.9K | 0.00% | −33−5.3% | Reduced |
| Carolina Wealth Advisors, LLC | 594 | $46.1K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 596 | $46.2K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 600 | $46.6K | 0.02% | −50−7.7% | Reduced |
| Evermay Wealth Management LLC | 628 | $48.7K | 0.01% | −50−7.4% | Reduced |
| Piscataqua Savings Bank | 640 | $49.6K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $50.4K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 650 | $50.4K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $51.4K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 671 | $52.0K | 0.04% | +1+0.1% | Added |
| Friedenthal Financial | 675 | $52.4K | 0.03% | +675 | New |
| SOA Wealth Advisors, LLC. | 675 | $52.4K | 0.01% | −106−13.6% | Reduced |
| Canton Hathaway, LLC | 705 | $55.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 716 | $55.5K | 0.03% | −50−6.5% | Reduced |
| HighMark Wealth Management LLC | 717 | $55.6K | 0.03% | +1+0.1% | Added |
| Dunhill Financial, LLC | 725 | $56.2K | 0.03% | +445+158.9% | Added |
| CNB Bank | 744 | $57.7K | 0.03% | −34−4.4% | Reduced |
| Richardson Financial Services Inc. | 751 | $58.3K | 0.04% | +197+35.6% | Added |
| Hazlett, Burt & Watson, Inc. | 758 | $59.0K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 842 | $59.5K | 0.02% | +842 | New |
| Vermillion & White Wealth Management Group, LLC | 789 | $61.2K | 0.05% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 815 | $63.2K | 0.01% | −59−6.8% | Reduced |
| IAG Wealth Partners, LLC | 818 | $63.4K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 852 | $66.1K | 0.02% | +852 | New |
| Addison Advisors LLC | 860 | $66.7K | 0.02% | −227−20.9% | Reduced |
| Richard W. Paul & Associates, LLC | 882 | $68.4K | 0.03% | −40−4.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 912 | $70.7K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 927 | $71.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 932 | $72.3K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 985 | $76.4K | 0.02% | +985 | New |
| Wetzel Investment Advisors, Inc. | 1,080 | $77.5K | 0.04% | 00.0% | Unchanged |
| DAGCO, Inc. | 1,000 | $77.6K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,020 | $79.1K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,150 | $80.6K | 0.06% | +1,000+666.7% | Added |
| Bellevue Asset Management, LLC | 1,048 | $81.3K | 0.04% | +3+0.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,055 | $82.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,070 | $83.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,093 | $84.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,101 | $85.0K | 0.01% | −6−0.5% | Reduced |
| Stone House Investment Management, LLC | 1,117 | $86.6K | 0.02% | +20+1.8% | Added |
| Caldwell Sutter Capital, Inc. | 1,122 | $87.0K | 0.04% | −142−11.2% | Reduced |
| LRI Investments, LLC | 1,123 | $87.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,138 | $88.3K | 0.01% | +9+0.8% | Added |
| Proffitt & Goodson Inc | 1,182 | $91.7K | 0.02% | −247−17.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,200 | $93.1K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,051 | $93.2K | 0.01% | −688−39.6% | Reduced |
| Bruce G. Allen Investments, LLC | 1,219 | $94.6K | 0.08% | +440+56.5% | Added |
| USA Financial Portformulas Corp | 1,224 | $94.9K | 0.02% | −388−24.1% | Reduced |
| Ostrum Asset Management | 1,252 | $97.1K | 0.01% | −98−7.3% | Reduced |
| Main Street Group, LTD | 1,273 | $98.2K | 0.04% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,304 | $101.2K | 0.02% | +1,304 | New |
| M&R Capital Management Inc | 1,350 | $104.7K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,360 | $105.5K | 0.04% | −1,341−49.6% | Reduced |
| Ruedi Wealth Management, Inc. | 1,363 | $105.8K | 0.04% | +34+2.6% | Added |
| Acropolis Investment Management, LLC | 1,397 | $108.4K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,411 | $109.4K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 1,431 | $111.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,442 | $111.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 1,443 | $111.9K | 0.02% | −42−2.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $112.5K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,453 | $113.0K | 0.02% | −2,987−67.3% | Reduced |
| Bogart Wealth, LLC | 1,468 | $113.9K | 0.01% | +2+0.1% | Added |
| Acima Private Wealth, LLC | 1,500 | $116.4K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,534 | $119.0K | 0.09% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,553 | $120.5K | 0.05% | +1,553 | New |
| S.A. Mason LLC | 1,583 | $122.8K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,588 | $123.0K | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,600 | $124.1K | 0.08% | +1,600 | New |
| First Foundation Advisors | 1,637 | $127.0K | 0.00% | +715+77.5% | Added |
| Deseret Mutual Benefit Administrators | 1,648 | $127.8K | 0.06% | +87+5.6% | Added |