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 5 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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 4,908 | $380.7K | 0.07% | +4,908 | New |
| Triton Wealth Management, PLLC | 4,681 | $380.8K | 0.22% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,921 | $381.7K | 0.02% | +419+9.3% | Added |
| Bullock Wealth Management Group | 4,984 | $383.8K | 0.25% | −56−1.1% | Reduced |
| Zhang Financial LLC | 4,948 | $383.8K | 0.03% | −43−0.9% | Reduced |
| Keynote Financial Services LLC | 4,958 | $384.6K | 0.32% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4,958 | $384.6K | 0.04% | +2,193+79.3% | Added |
| Jentner Corp | 4,960 | $384.7K | 0.13% | +42+0.9% | Added |
| Lindbrook Capital, LLC | 4,991 | $387.2K | 0.04% | +1,027+25.9% | Added |
| Altus Wealth Group LLC | 4,994 | $387.3K | 0.19% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 5,009 | $388.6K | 0.09% | −390−7.2% | Reduced |
| Trust Co of Toledo NA | 5,011 | $388.7K | 0.06% | −775−13.4% | Reduced |
| Lee Danner & Bass Inc | 5,020 | $389.0K | 0.03% | +5,020 | New |
| Flagship Harbor Advisors, LLC | 5,016 | $389.1K | 0.02% | +229+4.8% | Added |
| Scotia Capital Inc. | 5,017 | $389.2K | 0.00% | +522+11.6% | Added |
| Chaney Capital Management, Inc. | 5,018 | $389.2K | 0.26% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5,024 | $389.7K | 0.11% | +1,450+40.6% | Added |
| RB Capital Management, LLC | 5,037 | $390.7K | 0.10% | −134−2.6% | Reduced |
| Significant Wealth Partners LLC | 5,056 | $392.2K | 0.22% | −3,924−43.7% | Reduced |
| REDW Wealth LLC | 5,057 | $392.3K | 0.10% | +40+0.8% | Added |
| Cim Investment Mangement Inc | 5,063 | $392.7K | 0.12% | −51−1.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $393.0K | 0.09% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 5,089 | $394.8K | 0.02% | +11+0.2% | Added |
| Carolinas Wealth Consulting LLC | 5,097 | $395.4K | 0.08% | +3,913+330.5% | Added |
| Cozad Asset Management Inc | 5,111 | $396.5K | 0.04% | −1,588−23.7% | Reduced |
| Requisite Capital Management, LLC | 5,128 | $397.8K | 0.09% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,138 | $398.5K | 0.13% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,142 | $399.0K | 0.18% | +5,142 | New |
| Independent Financial Group, LLC | 5,149 | $399.5K | 0.02% | −42−0.8% | Reduced |
| Legacy Financial Advisors, Inc. | 5,155 | $399.9K | 0.07% | +138+2.8% | Added |
| Cladis Investment Advisory, LLC | 5,160 | $400.3K | 0.29% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,169 | $401.0K | 0.11% | +466+9.9% | Added |
| Eastover Investment Advisors LLC | 5,185 | $402.1K | 0.19% | 00.0% | Unchanged |
| Wynn Capital, LLC | 5,198 | $403.2K | 0.30% | +69+1.3% | Added |
| Goldstone Financial Group, LLC | 5,200 | $403.4K | 0.08% | +910+21.2% | Added |
| Eisler Capital (US) LLC | 5,208 | $404.0K | 0.08% | +1,366+35.6% | Added |
| First National Bank & Trust Co of Newtown | 5,235 | $406.0K | 0.08% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 5,240 | $406.5K | 0.23% | −206−3.8% | Reduced |
| Correct Capital Wealth Management | 5,250 | $407.2K | 0.10% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,260 | $408.0K | 0.05% | −23,542−81.7% | Reduced |
| Members Wealth LLC | 4,476 | $408.5K | 0.27% | +4,476 | New |
| Dogwood Wealth Management LLC | 5,276 | $409.3K | 0.25% | +829+18.6% | Added |
| Oxford Financial Group Ltd | 5,319 | $412.6K | 0.03% | +5,319 | New |
| Mogy Joel R Investment Counsel Inc | 5,333 | $413.7K | 0.03% | −1,798−25.2% | Reduced |
| Retirement Planning Group | 5,336 | $413.9K | 0.03% | +350+7.0% | Added |
| Koss-Olinger Consulting, LLC | 5,335 | $414.0K | 0.04% | +5,335 | New |
| Nebula Research & Development LLC | 5,342 | $414.4K | 0.07% | +5,342 | New |
| Pitcairn Co | 5,348 | $414.8K | 0.03% | +653+13.9% | Added |
| Naples Money Management LLC | 5,388 | $414.9K | 0.35% | +5,388 | New |
| Cornerstone Advisory, LLC | 5,359 | $415.7K | 0.06% | −241−4.3% | Reduced |
| Mirador Capital Partners LP | 5,364 | $416.1K | 0.08% | +64+1.2% | Added |
| Pensionmark Financial Group, LLC | 5,369 | $416.5K | 0.03% | +5,369 | New |
| Avestar Capital, LLC | 5,374 | $416.9K | 0.05% | +740+16.0% | Added |
| Wilkins Investment Counsel Inc | 5,400 | $418.9K | 0.06% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,400 | $418.9K | 0.10% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 5,405 | $419.0K | 0.33% | +50+0.9% | Added |
| Armstrong Advisory Group, Inc | 5,404 | $419.2K | 0.04% | −866−13.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 5,412 | $419.8K | 0.15% | −53−1.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $420.7K | 0.28% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 5,437 | $421.7K | 0.03% | +105+2.0% | Added |
| Davis Investment Partners, LLC | 5,286 | $422.8K | 0.17% | +20.0% | Added |
| Mathes Company, Inc. | 5,450 | $423.0K | 0.15% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 5,419 | $423.4K | 0.02% | −808−13.0% | Reduced |
| KG&L Capital Management,LLC | 5,487 | $423.6K | 0.15% | −1,769−24.4% | Reduced |
| JB Capital LLC | 5,464 | $423.9K | 0.03% | +43+0.8% | Added |
| David Loasby | 5,418 | $425.0K | 0.04% | +35+0.7% | Added |
| Donald L. Hagan, LLC | 5,484 | $425.4K | 0.23% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,497 | $426.4K | 0.10% | +16+0.3% | Added |
| Keystone Financial Planning, Inc. | 5,508 | $427.3K | 0.14% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5,542 | $429.9K | 0.23% | +457+9.0% | Added |
| Ballentine Partners, LLC | 5,549 | $430.4K | 0.01% | +2,697+94.6% | Added |
| STAR Financial Bank | 5,560 | $431.3K | 0.33% | −825−12.9% | Reduced |
| Colonial Trust Advisors | 5,571 | $432.1K | 0.04% | −53−0.9% | Reduced |
| Arcus Capital Partners, LLC | 5,581 | $433.0K | 0.17% | +39+0.7% | Added |
| 9258 Wealth Management, LLC | 5,583 | $433.1K | 0.07% | +1,176+26.7% | Added |
| Glass Jacobson Investment Advisors llc | 5,584 | $433.2K | 0.16% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 5,614 | $435.5K | 0.01% | +385+7.4% | Added |
| Wealth Group, Ltd. | 5,692 | $442.0K | 0.32% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,700 | $442.1K | 0.09% | −1,021−15.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 5,700 | $442.1K | 0.03% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,702 | $442.3K | 0.09% | +16+0.3% | Added |
| Bill Few Associates, Inc. | 5,714 | $443.2K | 0.17% | +341+6.3% | Added |
| American Financial Advisors, LLC | 5,733 | $444.7K | 0.06% | −284−4.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,737 | $445.0K | 0.01% | +2,729+90.7% | Added |
| O'Rourke & Company, Inc | 5,761 | $447.0K | 0.25% | +3+0.1% | Added |
| Searle & Co. | 5,772 | $447.7K | 0.10% | +1,914+49.6% | Added |
| Doliver Advisors, LP | 5,773 | $447.8K | 0.12% | +75+1.3% | Added |
| Knollwood Investment Advisory, LLC | 5,776 | $448.0K | 0.05% | +5,776 | New |
| Paloma Partners Management Co | 5,800 | $449.9K | 0.04% | −31−0.5% | Reduced |
| Sunbelt Securities, Inc. | 5,802 | $450.0K | 0.05% | −2,862−33.0% | Reduced |
| Cohen Investment Advisors LLC | 6,968 | $451.0K | 0.36% | +841+13.7% | Added |
| Cordatus Wealth Management LLC | 5,813 | $451.0K | 0.17% | +5,813 | New |
| Red Wave Investments LLC | 5,821 | $451.5K | 0.17% | +11+0.2% | Added |
| Cross Staff Investments Inc | 5,835 | $452.6K | 0.38% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,844 | $453.3K | 0.11% | −96−1.6% | Reduced |
| Triad Wealth Partners, LLC | 5,862 | $454.7K | 0.24% | +5,862 | New |
| Apella Capital, LLC | 5,822 | $454.8K | 0.02% | +1,705+41.4% | Added |
| OMC Financial Services LTD | 5,867 | $455.0K | 0.21% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 6,495 | $455.4K | 0.09% | −969−13.0% | Reduced |
| Davy Global Fund Management Ltd | 5,875 | $455.7K | 0.05% | −179−3.0% | Reduced |