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 |
|---|---|---|---|---|---|
| Patriot Investment Management Inc. | 4,110 | $318.8K | 0.02% | −567−12.1% | Reduced |
| Johnson Financial Group, Inc. | 4,127 | $320.1K | 0.02% | −701−14.5% | Reduced |
| 1st Source Bank | 4,129 | $320.3K | 0.02% | +10+0.2% | Added |
| Willis Johnson & Associates, Inc. | 4,129 | $320.3K | 0.03% | +15+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 4,136 | $320.8K | 0.03% | −87−2.1% | Reduced |
| Financial Engines Advisors L.L.C. | 4,138 | $321.0K | 0.00% | +674+19.5% | Added |
| Buttonwood Financial Advisors Inc. | 4,143 | $321.4K | 0.15% | −1,070−20.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,162 | $322.8K | 0.03% | −340−7.6% | Reduced |
| Valued Retirements, Inc. | 4,169 | $323.4K | 0.49% | −2,036−32.8% | Reduced |
| Syverson Strege & Co | 4,177 | $324.0K | 0.11% | +35+0.8% | Added |
| L2 Asset Management, LLC | 4,178 | $324.1K | 0.10% | +337+8.8% | Added |
| Gordian Capital Singapore Pte Ltd | 4,190 | $325.0K | 0.19% | +4,190 | New |
| Marex Group plc | 4,190 | $325.0K | 0.01% | +4,190 | New |
| Hall Capital Management Co Inc | 4,203 | $326.0K | 0.16% | −45−1.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,203 | $326.0K | 0.05% | +613+17.1% | Added |
| Gentry Private Wealth, LLC | 4,205 | $326.2K | 0.29% | +4,205 | New |
| Peak Asset Management, LLC | 4,210 | $326.6K | 0.06% | −100−2.3% | Reduced |
| Appleton Partners Inc | 4,220 | $327.0K | 0.03% | −136−3.1% | Reduced |
| Institute for Wealth Management, LLC. | 4,220 | $327.3K | 0.04% | +25+0.6% | Added |
| Aigen Investment Management, LP | 4,234 | $328.4K | 0.06% | −14,062−76.9% | Reduced |
| Round Rock Advisors, LLC | 4,246 | $329.3K | 0.08% | +125+3.0% | Added |
| AlphaStar Capital Management, LLC | 4,248 | $329.5K | 0.03% | +953+28.9% | Added |
| St Germain D J Co Inc | 4,270 | $331.2K | 0.02% | −1,311−23.5% | Reduced |
| Inscription Capital, LLC | 4,282 | $332.2K | 0.05% | +4+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 4,291 | $332.8K | 0.07% | +4,291 | New |
| Commerzbank Aktiengesellschaft | 4,289 | $333.0K | 0.01% | +221+5.4% | Added |
| Ascension Asset Management LLC | 4,302 | $333.7K | 0.17% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 4,304 | $333.9K | 0.25% | +4+0.1% | Added |
| Trust Co of the South | 4,309 | $334.2K | 0.08% | −81−1.8% | Reduced |
| Fonville Wealth Management LLC | 4,310 | $334.3K | 0.13% | −352−7.6% | Reduced |
| Pinnacle Bancorp, Inc. | 4,321 | $335.2K | 0.10% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4,346 | $337.1K | 0.11% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,363 | $338.4K | 0.34% | −150−3.3% | Reduced |
| TCI Wealth Advisors, Inc. | 4,380 | $339.8K | 0.03% | −112−2.5% | Reduced |
| Wealthspan Partners, LLC | 4,382 | $339.9K | 0.19% | +3+0.1% | Added |
| CTC Alternative Strategies, Ltd. | 4,398 | $341.2K | 0.14% | +4,398 | New |
| Douglass Winthrop Advisors, LLC | 4,404 | $341.6K | 0.01% | +204+4.9% | Added |
| Ferguson Wellman Capital Management, Inc | 4,417 | $342.6K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,424 | $343.2K | 0.05% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 4,432 | $343.8K | 0.04% | +441+11.0% | Added |
| Bey-Douglas LLC | 4,298 | $344.1K | 0.32% | +14+0.3% | Added |
| SNS Financial Group, LLC | 4,437 | $344.1K | 0.04% | +43+1.0% | Added |
| J. L. Bainbridge & Co., Inc. | 4,441 | $344.5K | 0.03% | +16+0.4% | Added |
| Live Oak Private Wealth LLC | 4,449 | $345.1K | 0.06% | +613+16.0% | Added |
| Davis R M Inc | 4,452 | $345.3K | 0.01% | +799+21.9% | Added |
| Tucker Asset Management LLC | 4,454 | $345.5K | 0.08% | −1,216−21.4% | Reduced |
| Investment House LLC | 4,455 | $345.6K | 0.02% | +3+0.1% | Added |
| Hanson & Doremus Investment Management | 4,461 | $346.0K | 0.06% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,462 | $346.1K | 0.02% | +364+8.9% | Added |
| Callan Family Office, LLC | 4,463 | $346.2K | 0.07% | +4,463 | New |
| Veracity Capital LLC | 4,471 | $346.8K | 0.14% | +14+0.3% | Added |
| FDx Advisors, Inc. | 4,473 | $347.0K | 0.10% | −1,269−22.1% | Reduced |
| Semmax Financial Advisors Inc. | 3,980 | $347.1K | 0.10% | +32+0.8% | Added |
| World Equity Group, Inc. | 4,481 | $347.6K | 0.10% | −3,439−43.4% | Reduced |
| Capital Investment Counsel, Inc | 4,497 | $348.8K | 0.05% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 4,499 | $349.0K | 0.04% | −665−12.9% | Reduced |
| CSM Advisors, LLC | 4,526 | $351.0K | 0.02% | −100−2.2% | Reduced |
| NSI Retail Advisors, LLC | 4,526 | $351.0K | 0.06% | −100−2.2% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $352.9K | 0.31% | −300−6.2% | Reduced |
| GHP Investment Advisors, Inc. | 4,555 | $353.3K | 0.02% | +55+1.2% | Added |
| Madison Park Capital Advisors, LLC | 4,578 | $355.2K | 0.30% | +4+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,585 | $355.7K | 0.02% | +740+19.2% | Added |
| Violich Capital Management, Inc. | 4,595 | $356.0K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,601 | $356.9K | 0.05% | +1,276+38.4% | Added |
| Cape Cod Five Cents Savings Bank | 4,612 | $357.8K | 0.03% | −359−7.2% | Reduced |
| Duncker Streett & Co Inc | 4,615 | $358.0K | 0.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,619 | $358.3K | 0.03% | −150−3.1% | Reduced |
| Bridges Investment Management Inc | 4,625 | $358.8K | 0.01% | +300+6.9% | Added |
| Meridian Financial, LLC | 4,627 | $358.9K | 0.26% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4,639 | $359.8K | 0.03% | +1,374+42.1% | Added |
| Independence Bank of Kentucky | 4,640 | $359.9K | 0.10% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,650 | $360.7K | 0.10% | −178−3.7% | Reduced |
| Thomas Story & Son LLC | 4,650 | $361.0K | 0.16% | 00.0% | Unchanged |
| EWG Elevate Inc. | 4,655 | $361.1K | 0.13% | +632+15.7% | Added |
| Charles Schwab Trust Co | 4,659 | $361.4K | 0.03% | −1,348−22.4% | Reduced |
| Bedel Financial Consulting, Inc. | 4,660 | $361.4K | 0.05% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,677 | $362.8K | 0.05% | +45+1.0% | Added |
| Cutter & CO Brokerage, Inc. | 4,678 | $362.9K | 0.09% | −252−5.1% | Reduced |
| Argent Advisors, Inc. | 4,687 | $363.6K | 0.14% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,702 | $364.7K | 0.01% | +40+0.9% | Added |
| Transcend Wealth Collective, LLC | 4,702 | $364.8K | 0.03% | +34+0.7% | Added |
| Boston Research & Management Inc | 4,710 | $365.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,714 | $365.7K | 0.03% | −892−15.9% | Reduced |
| MKT Advisors LLC | 4,700 | $367.2K | 0.18% | −375−7.4% | Reduced |
| Tranquility Partners, LLC | 4,746 | $368.1K | 0.14% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,785 | $368.4K | 0.11% | +63+1.3% | Added |
| Wealth Management Associates, Inc. | 4,767 | $369.8K | 0.17% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,785 | $371.2K | 0.29% | −45−0.9% | Reduced |
| Washington Trust Co | 4,785 | $371.2K | 0.01% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,785 | $371.2K | 0.17% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,766 | $371.9K | 0.12% | +4,766 | New |
| Trilogy Capital Inc. | 4,812 | $373.3K | 0.02% | +356+8.0% | Added |
| Lloyd Advisory Services, LLC. | 4,849 | $376.2K | 0.18% | +4,849 | New |
| Oppenheimer Asset Management Inc. | 4,880 | $378.5K | 0.00% | −312−6.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,882 | $378.7K | 0.19% | −1,105−18.5% | Reduced |
| Fiduciary Financial Group, LLC | 4,669 | $378.7K | 0.09% | +4,669 | New |
| Beese Fulmer Investment Management, Inc. | 4,885 | $378.9K | 0.03% | +650+15.3% | Added |
| Greylin Investment Mangement Inc | 4,900 | $380.1K | 0.06% | −185−3.6% | Reduced |
| CMG Global Holdings, LLC | 4,902 | $380.2K | 0.25% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,907 | $380.6K | 0.29% | +4,907 | New |