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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 3,440 | $266.8K | 0.00% | −135−3.8% | Reduced |
| Westwood Holdings Group Inc. | 3,444 | $267.2K | 0.00% | −6−0.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 3,449 | $267.5K | 0.03% | +251+7.8% | Added |
| Aldebaran Financial Inc. | 3,450 | $267.6K | 0.37% | −417−10.8% | Reduced |
| Wedgewood Investors Inc | 3,450 | $267.6K | 0.32% | +3,450 | New |
| Stonebridge Capital Advisors LLC | 3,463 | $268.6K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 3,485 | $270.3K | 0.09% | +3,485 | New |
| Banque Cantonale Vaudoise | 3,484 | $271.0K | 0.01% | +3,484 | New |
| Larson Financial Group LLC | 3,498 | $271.4K | 0.02% | +2,154+160.3% | Added |
| St. Louis Trust Co | 3,500 | $271.5K | 0.04% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,504 | $271.8K | 0.11% | −42−1.2% | Reduced |
| Rainey & Randall Investment Management Inc. | 3,506 | $272.0K | 0.06% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,527 | $273.6K | 0.16% | −230−6.1% | Reduced |
| Auxano Advisors, LLC | 3,542 | $274.8K | 0.08% | +525+17.4% | Added |
| Syntegra Private Wealth Group, LLC | 3,546 | $275.1K | 0.03% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 3,561 | $276.2K | 0.13% | +2+0.1% | Added |
| Glass Wealth Management Co LLC | 3,565 | $276.5K | 0.16% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,566 | $276.6K | 0.00% | −1,200−25.2% | Reduced |
| Bank of New Hampshire | 3,568 | $276.8K | 0.07% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,577 | $277.5K | 0.00% | −23−0.6% | Reduced |
| Klingman & Associates, LLC | 3,587 | $278.2K | 0.02% | −174−4.6% | Reduced |
| Royal Fund Management, LLC | 3,589 | $278.4K | 0.04% | −1,889−34.5% | Reduced |
| Morningstar Investment Services LLC | 3,574 | $279.0K | 0.00% | +3,574 | New |
| Integris Wealth Management, LLC | 3,600 | $279.3K | 0.08% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,620 | $280.8K | 0.02% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,624 | $281.1K | 0.13% | −722−16.6% | Reduced |
| CBOE Vest Financial, LLC | 3,634 | $281.9K | 0.01% | −76−2.0% | Reduced |
| MBM Wealth Consultants, LLC | 3,611 | $282.1K | 0.10% | +10.0% | Added |
| WealthBridge Capital Management, LLC | 3,655 | $283.5K | 0.09% | −17−0.5% | Reduced |
| Strategic Advisors LLC | 3,661 | $284.0K | 0.06% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $284.7K | 0.07% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,672 | $284.8K | 0.05% | +65+1.8% | Added |
| Kingdom Financial Group LLC. | 3,684 | $285.8K | 0.19% | −266−6.7% | Reduced |
| KRS Capital Management, LLC | 3,697 | $286.8K | 0.21% | −43−1.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,707 | $287.6K | 0.17% | −98−2.6% | Reduced |
| King Wealth | 3,709 | $288.0K | 0.05% | 00.0% | Unchanged |
| Willis Investment Counsel | 3,717 | $288.3K | 0.02% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,733 | $289.6K | 0.15% | −113−2.9% | Reduced |
| Ardent Capital Management, Inc. | 3,739 | $290.0K | 0.14% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,745 | $290.5K | 0.06% | −12−0.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,775 | $292.8K | 0.09% | +3,775 | New |
| Fulton Breakefield Broenniman LLC | 3,778 | $293.1K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,778 | $293.1K | 0.10% | +1,244+49.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,790 | $294.0K | 0.15% | +59+1.6% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $294.9K | 0.09% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,814 | $295.9K | 0.18% | −584−13.3% | Reduced |
| O'Brien Greene & Co. Inc | 3,821 | $296.4K | 0.09% | +71+1.9% | Added |
| Drake & Associates, LLC | 3,823 | $296.6K | 0.11% | +169+4.6% | Added |
| Brass Tax Wealth Management, Inc | 3,823 | $296.6K | 0.06% | +3,823 | New |
| 3Chopt Investment Partners, LLC | 3,828 | $296.9K | 0.09% | +3,828 | New |
| GEM Asset Management, LLC | 3,830 | $297.1K | 0.18% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,840 | $297.9K | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,850 | $298.6K | 0.02% | +3,850 | New |
| Sunpointe, LLC | 3,853 | $298.9K | 0.19% | −1,018−20.9% | Reduced |
| Cabot Wealth Management Inc | 3,855 | $299.0K | 0.04% | 00.0% | Unchanged |
| Narwhal Capital Management | 3,859 | $299.3K | 0.03% | +3,859 | New |
| Financial Security Advisor, Inc. | 3,863 | $299.7K | 0.10% | +16+0.4% | Added |
| Fusion Capital, LLC | 3,866 | $299.9K | 0.14% | −663−14.6% | Reduced |
| Ellis Investment Partners, LLC | 3,871 | $300.3K | 0.06% | +3,871 | New |
| Retirement Income Solutions, Inc | 3,873 | $300.4K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,874 | $300.5K | 0.03% | −9−0.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,879 | $300.9K | 0.19% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,880 | $301.0K | 0.17% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,888 | $301.6K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,891 | $301.8K | 0.02% | +1,078+38.3% | Added |
| Beck Mack & Oliver LLC | 3,900 | $302.5K | 0.01% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,900 | $302.5K | 0.12% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 3,905 | $302.9K | 0.13% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,907 | $303.1K | 0.08% | +448+13.0% | Added |
| Latitude Advisors, LLC | 3,907 | $303.1K | 0.19% | +355+10.0% | Added |
| Plancorp, LLC | 3,908 | $303.2K | 0.01% | +74+1.9% | Added |
| Coppell Advisory Solutions LLC | 3,908 | $303.2K | 0.05% | +3,908 | New |
| Guardian Investment Management | 3,910 | $303.3K | 0.22% | −10,000−71.9% | Reduced |
| Laurion Capital Management LP | 3,926 | $304.5K | 0.01% | +3,926 | New |
| OMNI 360 Wealth, Inc. | 3,930 | $304.8K | 0.23% | +20+0.5% | Added |
| Bourne Lent Asset Management Inc | 3,931 | $304.9K | 0.12% | 00.0% | Unchanged |
| Tobam | 3,929 | $305.0K | 0.05% | +200+5.4% | Added |
| Ausdal Financial Partners, Inc. | 3,943 | $305.9K | 0.03% | +44+1.1% | Added |
| Altfest L J & Co Inc | 3,950 | $306.0K | 0.04% | −678−14.6% | Reduced |
| Byrne Asset Management LLC | – | $306.3K | 0.22% | – | – |
| Advisory Alpha, LLC | 3,949 | $306.4K | 0.01% | −176−4.3% | Reduced |
| Altus Wealth Management, LLC | 3,973 | $308.2K | 0.15% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,974 | $308.3K | 0.19% | −30−0.7% | Reduced |
| Fulcrum Equity Management | 3,992 | $309.7K | 0.28% | +864+27.6% | Added |
| Elmwood Wealth Management, Inc. | 4,000 | $310.3K | 0.14% | −693−14.8% | Reduced |
| Blueprint Investment Partners LLC | 4,003 | $310.5K | 0.07% | +4,003 | New |
| Relyea Zuckerberg Hanson LLC | 4,004 | $310.6K | 0.05% | +322+8.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,007 | $310.8K | 0.19% | −190−4.5% | Reduced |
| Wayfinding Financial, LLC | 4,019 | $311.0K | 0.18% | +97+2.5% | Added |
| Fagan Associates, Inc. | 4,011 | $311.2K | 0.05% | 00.0% | Unchanged |
| Apexium Financial, LP | 4,042 | $313.5K | 0.02% | +572+16.5% | Added |
| Lifeworks Advisors, LLC | 4,047 | $313.9K | 0.09% | +579+16.7% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $314.2K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 4,051 | $314.2K | 0.05% | +401+11.0% | Added |
| Wrapmanager Inc | 4,067 | $315.5K | 0.09% | −1,425−25.9% | Reduced |
| Values First Advisors, Inc. | 4,068 | $315.5K | 0.19% | +661+19.4% | Added |
| TRUE Private Wealth Advisors | 4,074 | $316.0K | 0.04% | −52−1.3% | Reduced |
| ASB Consultores, LLC | 4,078 | $316.3K | 0.11% | +20+0.5% | Added |
| American State Bank (Iowa) | 4,081 | $316.6K | 0.20% | +227+5.9% | Added |
| Coastline Trust Co | 4,084 | $316.8K | 0.04% | −300−6.8% | Reduced |