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 |
|---|---|---|---|---|---|
| Luts & Greenleigh Group, Inc | 2,927 | $227.1K | 0.24% | +2,927 | New |
| Ashton Thomas Securities, LLC | 2,910 | $227.7K | 0.06% | +2,910 | New |
| YHB Investment Advisors, Inc. | 2,950 | $228.8K | 0.02% | +76+2.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,956 | $229.0K | 0.01% | +2,956 | New |
| Berry Wealth Group, LP | 2,953 | $229.1K | 0.18% | −84−2.8% | Reduced |
| ORG Partners LLC | 2,985 | $230.3K | 0.03% | +2,447+454.8% | Added |
| Gray Wealth Management Inc. | 2,980 | $231.2K | 0.10% | +4+0.1% | Added |
| Fiduciary Alliance LLC | 2,986 | $231.5K | 0.04% | −454−13.2% | Reduced |
| PDS Planning, Inc | 2,993 | $232.2K | 0.02% | +2,993 | New |
| Mayflower Financial Advisors, LLC | 2,993 | $232.2K | 0.04% | −202−6.3% | Reduced |
| CRA Financial Services, LLC | 2,999 | $232.6K | 0.05% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,000 | $232.7K | 0.06% | −10.0% | Reduced |
| Asset Management Advisors, LLC | 3,000 | $232.7K | 0.18% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,000 | $232.7K | 0.16% | +3,000 | New |
| VeraBank, N.A. | 3,012 | $233.6K | 0.07% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 3,026 | $234.7K | 0.18% | −3,026−50.0% | Reduced |
| Financial Partners Group, Inc | 3,029 | $234.9K | 0.04% | −1,402−31.6% | Reduced |
| Gerber, LLC | 3,035 | $235.4K | 0.19% | +72+2.4% | Added |
| KKM Financial LLC | 3,001 | $235.6K | 0.11% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,042 | $236.0K | 0.00% | +75+2.5% | Added |
| Exchange Capital Management, Inc. | 3,056 | $237.1K | 0.04% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,056 | $237.1K | 0.01% | +3,056 | New |
| Gryphon Financial Partners LLC | 3,058 | $237.2K | 0.04% | +3,058 | New |
| Hoylecohen, LLC | 3,065 | $237.8K | 0.02% | −650−17.5% | Reduced |
| Maripau Wealth Management LLC | 3,069 | $238.0K | 0.16% | +143+4.9% | Added |
| Greenfield Savings Bank | 3,074 | $238.4K | 0.12% | +76+2.5% | Added |
| Northwest Bancshares, Inc. | 3,078 | $238.8K | 0.04% | −1,059−25.6% | Reduced |
| Lazari Capital Management, Inc. | 3,084 | $239.3K | 0.11% | +78+2.6% | Added |
| Waterford Advisors, LLC | 3,091 | $239.8K | 0.10% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,100 | $240.0K | 0.15% | +3,100 | New |
| New Hampshire Trust | 3,111 | $241.3K | 0.06% | −22−0.7% | Reduced |
| Cromwell Holdings LLC | 3,119 | $241.9K | 0.14% | +3,119 | New |
| Proficio Capital Partners LLC | 3,120 | $242.0K | 0.03% | −804−20.5% | Reduced |
| Accredited Investors Inc. | 3,121 | $242.1K | 0.02% | −237−7.1% | Reduced |
| Princeton Global Asset Management LLC | 3,121 | $242.1K | 0.05% | +325+11.6% | Added |
| Gibbs Wealth Management | 3,122 | $242.2K | 0.10% | +15+0.5% | Added |
| Investors Asset Management of Georgia Inc | 3,126 | $242.5K | 0.12% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,127 | $242.6K | 0.03% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,132 | $242.9K | 0.05% | −200−6.0% | Reduced |
| PFC Capital Group, Inc. | 3,150 | $244.0K | 0.12% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,147 | $244.1K | 0.03% | +90+2.9% | Added |
| OmniStar Financial Group, Inc. | 3,151 | $244.4K | 0.22% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 3,156 | $244.8K | 0.12% | +3,156 | New |
| First Financial Bankshares Inc | 3,158 | $245.0K | 0.01% | −1,079−25.5% | Reduced |
| Keb Asset Management, LLC | 3,162 | $245.3K | 0.08% | +3,162 | New |
| Rossmore Private Capital | 3,163 | $245.4K | 0.03% | 00.0% | Unchanged |
| Searcy Financial Services Inc | 3,180 | $246.7K | 0.12% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,185 | $247.0K | 0.06% | +29+0.9% | Added |
| Biltmore Wealth Management, LLC | 3,187 | $247.2K | 0.11% | +5+0.2% | Added |
| New Republic Capital, LLC | 3,193 | $247.7K | 0.12% | +14+0.4% | Added |
| NBW Capital LLC | 3,195 | $247.8K | 0.05% | −359−10.1% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $248.0K | 0.03% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,198 | $248.1K | 0.20% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,200 | $248.2K | 0.04% | +300+10.3% | Added |
| Total Clarity Wealth Management, Inc. | 3,219 | $249.7K | 0.09% | +3,219 | New |
| Compass Wealth Management LLC | 3,220 | $249.8K | 0.06% | +650+25.3% | Added |
| Saxony Capital Management, LLC | 3,222 | $249.9K | 0.27% | −26−0.8% | Reduced |
| Sawyer & Company, Inc | 3,223 | $250.0K | 0.10% | −445−12.1% | Reduced |
| Athena Investment Management | 3,223 | $250.0K | 0.15% | −440−12.0% | Reduced |
| Cooper Financial Group | 3,228 | $250.4K | 0.04% | −1,064−24.8% | Reduced |
| Chesapeake Wealth Management | 3,233 | $250.8K | 0.09% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,236 | $251.0K | 0.24% | +400+14.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,096 | $251.1K | 0.00% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,241 | $251.4K | 0.01% | +396+13.9% | Added |
| WealthTrust Asset Management, LLC | 3,241 | $251.4K | 0.18% | +5+0.2% | Added |
| Sittner & Nelson, LLC | 3,246 | $251.8K | 0.12% | −1,000−23.6% | Reduced |
| Insight Advisors, LLC | 3,247 | $251.9K | 0.05% | +9+0.3% | Added |
| Spirit of America Management Corp | 3,250 | $252.1K | 0.05% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,256 | $252.6K | 0.05% | +141+4.5% | Added |
| Nadler Financial Group, Inc. | 3,275 | $254.0K | 0.03% | −34−1.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,287 | $255.0K | 0.00% | −115−3.4% | Reduced |
| Modern Wealth Management, LLC | 3,287 | $255.0K | 0.02% | +283+9.4% | Added |
| Summit Wealth Partners, LLC | 3,290 | $255.2K | 0.05% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,296 | $255.7K | 0.12% | +77+2.4% | Added |
| Anchor Capital Advisors LLC | 3,300 | $256.0K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,303 | $256.2K | 0.10% | +3,303 | New |
| Phillips Wealth Planners LLC | 3,267 | $256.2K | 0.27% | −345−9.6% | Reduced |
| Gradient Investments LLC | 3,309 | $256.7K | 0.01% | +143+4.5% | Added |
| Premier Path Wealth Partners, LLC | 3,315 | $257.2K | 0.04% | +323+10.8% | Added |
| Barlow Wealth Partners, Inc. | 3,120 | $257.9K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,328 | $258.2K | 0.03% | −99−2.9% | Reduced |
| WMS Partners, LLC | 3,340 | $259.1K | 0.02% | +186+5.9% | Added |
| Vise Technologies, Inc. | 3,349 | $259.8K | 0.05% | −47−1.4% | Reduced |
| USAdvisors Wealth Management, LLC | 3,354 | $260.0K | 0.10% | +60+1.8% | Added |
| DF Dent & Co Inc | 3,356 | $260.3K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,357 | $260.5K | 0.11% | −169−4.8% | Reduced |
| Plato Investment Management Ltd | 3,358 | $260.5K | 0.02% | −264−7.3% | Reduced |
| Satovsky Asset Management LLC | 3,363 | $260.9K | 0.06% | +30+0.9% | Added |
| Boyar Asset Management Inc. | 3,365 | $261.0K | 0.18% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 3,372 | $261.6K | 0.16% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 3,387 | $262.3K | 0.39% | +3,387 | New |
| Ascent Group, LLC | 3,386 | $262.7K | 0.02% | +449+15.3% | Added |
| Merriman Wealth Management, LLC | 3,389 | $262.9K | 0.01% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,394 | $263.3K | 0.21% | 00.0% | Unchanged |
| Family Asset Management, LLC | 3,402 | $263.9K | 0.17% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,408 | $264.4K | 0.07% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,420 | $265.4K | 0.06% | +2+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 3,423 | $265.5K | 0.06% | +299+9.6% | Added |
| Allstate Corp | 3,431 | $266.1K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,434 | $266.4K | 0.04% | +243+7.6% | Added |