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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1,654 | $128.3K | 0.01% | +21+1.3% | Added |
| Community Bank, N.A. | 1,700 | $131.9K | 0.02% | −50−2.9% | Reduced |
| Toth Financial Advisory Corp | 1,716 | $133.1K | 0.02% | +4+0.2% | Added |
| Silvant Capital Management LLC | 1,727 | $134.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,806 | $140.1K | 0.02% | +774+75.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,814 | $140.8K | 0.01% | −951−34.4% | Reduced |
| Manchester Capital Management LLC | 1,837 | $142.5K | 0.02% | +185+11.2% | Added |
| Riverview Trust Co | 1,867 | $144.8K | 0.14% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,891 | $146.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,900 | $147.4K | 0.04% | −1,000−34.5% | Reduced |
| Redwood Wealth Management Group, LLC | 1,917 | $148.7K | 0.11% | +1,917 | New |
| Smithfield Trust Co | 1,915 | $149.0K | 0.01% | −113−5.6% | Reduced |
| PFG Private Wealth Management, LLC | 1,934 | $150.0K | 0.09% | +1+0.1% | Added |
| Harbor Investment Advisory, LLC | 1,945 | $150.9K | 0.02% | −354−15.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,987 | $154.1K | 0.06% | +17+0.9% | Added |
| TFC Financial Management | 1,998 | $155.0K | 0.03% | +10+0.5% | Added |
| CVA Family Office, LLC | 2,009 | $155.8K | 0.03% | +63+3.2% | Added |
| Continuum Advisory, LLC | 2,011 | $156.0K | 0.02% | +5+0.2% | Added |
| Clear Investment Research, LLC | 2,015 | $156.3K | 0.20% | −5−0.2% | Reduced |
| Acadian Asset Management LLC | 2,060 | $159.0K | 0.00% | −1,141−35.6% | Reduced |
| Indiana Trust & Investment Management CO | 2,060 | $159.8K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,080 | $161.3K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,151 | $166.9K | 0.10% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $167.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,175 | $168.7K | 0.02% | −1,334−38.0% | Reduced |
| Camelot Portfolios, LLC | 2,200 | $170.7K | 0.10% | +2,200 | New |
| Cornerstone Planning Group LLC | 1,990 | $172.2K | 0.05% | +1,328+200.6% | Added |
| Chelsea Counsel Co | 2,255 | $174.9K | 0.09% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,266 | $175.8K | 0.09% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,346 | $181.9K | 0.11% | −9,918−80.9% | Reduced |
| William B. Walkup & Associates, Inc. | 2,358 | $182.9K | 0.12% | +2,358 | New |
| WR Wealth Planners, LLC | 2,383 | $184.8K | 0.06% | −63−2.6% | Reduced |
| Essex Investment Management Co LLC | 2,400 | $186.2K | 0.03% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 2,406 | $186.6K | 0.16% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,412 | $187.1K | 0.05% | −400−14.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,418 | $187.5K | 0.01% | +1,242+105.6% | Added |
| Parkside Financial Bank & Trust | 2,421 | $187.8K | 0.03% | −148−5.8% | Reduced |
| Westside Investment Management, Inc. | 2,453 | $190.3K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,455 | $190.4K | 0.02% | −29−1.2% | Reduced |
| Stephens Consulting, LLC | 2,481 | $192.5K | 0.05% | +102+4.3% | Added |
| Founders Financial Alliance, LLC | 2,545 | $197.4K | 0.06% | +2,545 | New |
| Howland Capital Management LLC | 2,579 | $200.1K | 0.01% | +2,579 | New |
| AlphaMark Advisors, LLC | 2,589 | $201.0K | 0.07% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,592 | $201.1K | 0.02% | +2,592 | New |
| Providence First Trust Co | 2,594 | $201.2K | 0.09% | +2,594 | New |
| Northeast Investment Management | 2,597 | $201.4K | 0.01% | +2,597 | New |
| Laffer Tengler Investments | 2,600 | $201.7K | 0.04% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,600 | $201.7K | 0.02% | +2,600 | New |
| Nova R Wealth, Inc. | 2,610 | $202.5K | 0.10% | +2,610 | New |
| Fortis Capital Advisors, LLC | 2,617 | $203.0K | 0.07% | +2,617 | New |
| Aveo Capital Partners, LLC | 2,621 | $203.3K | 0.02% | −554−17.4% | Reduced |
| Ironwood Investment Counsel, LLC | 2,624 | $203.6K | 0.04% | +2,624 | New |
| Rodgers & Associates, LTD | 2,639 | $204.7K | 0.03% | +2,639 | New |
| Curran Financial Partners, LLC | 2,639 | $204.7K | 0.07% | +2,639 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,647 | $205.3K | 0.06% | +93+3.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,650 | $205.6K | 0.01% | +2,650 | New |
| Schmidt P J Investment Management Inc | 2,655 | $205.9K | 0.04% | +2,655 | New |
| Chickasaw Capital Management LLC | 2,652 | $206.0K | 0.01% | +2,652 | New |
| Zevin Asset Management LLC | 2,650 | $206.0K | 0.03% | +2,650 | New |
| Taylor Hoffman Wealth Management | 2,693 | $207.4K | 0.08% | +2,693 | New |
| PYA Waltman Capital, LLC | 2,676 | $207.6K | 0.08% | +2,676 | New |
| Alexander Labrunerie & Co., Inc. | 2,690 | $208.7K | 0.11% | +2,690 | New |
| Horan Securities, Inc. | 2,693 | $208.9K | 0.09% | +2,693 | New |
| NorthStar Asset Management LLC | 2,693 | $208.9K | 0.14% | +2,693 | New |
| Bright Futures Wealth Management, LLC. | 2,360 | $209.0K | 0.11% | +2,360 | New |
| Fayez Sarofim & Co | 2,700 | $209.4K | 0.00% | +2,700 | New |
| Vista Investment Partners LLC | 2,700 | $209.4K | 0.07% | +2,700 | New |
| MBE Wealth Management, LLC | 2,706 | $209.9K | 0.13% | +2,706 | New |
| Gen-Wealth Partners Inc | 2,713 | $210.4K | 0.10% | −1,394−33.9% | Reduced |
| Birchcreek Wealth Management, LLC | 2,715 | $210.6K | 0.12% | +2,715 | New |
| Pavion Blue Capital, LLC | 2,715 | $210.6K | 0.10% | +2,715 | New |
| Robinson Smith Wealth Advisors LLC | 2,727 | $211.5K | 0.19% | +2,727 | New |
| Glassy Mountain Advisors, Inc. | 2,729 | $211.7K | 0.08% | +2,729 | New |
| Sivia Capital Partners, LLC | 2,740 | $212.5K | 0.14% | +2,740 | New |
| Warwick Investment Management, Inc. | 2,747 | $213.1K | 0.05% | +2,747 | New |
| Argus Investors' Counsel, Inc. | 2,747 | $213.1K | 0.13% | +2,747 | New |
| Pine Haven Investment Counsel, Inc | 2,773 | $215.1K | 0.18% | +2,773 | New |
| Catalyst Financial Partners LLC | 2,779 | $215.6K | 0.05% | +2,779 | New |
| United Advisor Group, LLC | 2,795 | $216.8K | 0.07% | +2,795 | New |
| Peoples Bank | 2,800 | $217.2K | 0.17% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,803 | $217.4K | 0.03% | +2,803 | New |
| V-Square Quantitative Management LLC | 2,807 | $217.7K | 0.04% | −2,032−42.0% | Reduced |
| Finer Wealth Management, Inc. | 2,808 | $217.8K | 0.14% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,809 | $217.9K | 0.04% | +2,809 | New |
| Opinicus Capital, Inc. | 2,812 | $218.2K | 0.18% | +2,812 | New |
| Investment Advisory Services Inc | 2,822 | $218.9K | 0.08% | +2,822 | New |
| Motco | 2,825 | $219.1K | 0.01% | +20+0.7% | Added |
| North Star Asset Management Inc | 2,826 | $219.2K | 0.01% | −300−9.6% | Reduced |
| Strategic Financial Services, Inc, | 2,839 | $220.2K | 0.01% | +2,839 | New |
| First Trust Investment Solutions L.P. | 2,843 | $220.5K | 0.03% | −72−2.5% | Reduced |
| Onefund, LLC | 2,851 | $221.2K | 0.24% | +2,851 | New |
| Wealthquest Corp | 2,865 | $222.2K | 0.02% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,874 | $223.0K | 0.03% | +2,874 | New |
| Shufro Rose & Co LLC | 2,879 | $223.3K | 0.02% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 2,883 | $223.6K | 0.16% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,888 | $224.0K | 0.09% | −133−4.4% | Reduced |
| Financial Partners Group, LLC | 2,914 | $226.1K | 0.09% | +87+3.1% | Added |
| Joel Isaacson & Co., LLC | 2,922 | $226.7K | 0.01% | +2,922 | New |
| Univest Financial Corp | 2,926 | $227.0K | 0.06% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,926 | $227.0K | 0.03% | 00.0% | Unchanged |