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 |
|---|---|---|---|---|---|
| Kapstone Financial Advisors LLC | 5,886 | $456.6K | 0.30% | −66−1.1% | Reduced |
| KC Investment Advisors, LLC | 5,895 | $457.3K | 0.23% | +268+4.8% | Added |
| Girard Partners Ltd. | 5,914 | $458.7K | 0.04% | −75−1.3% | Reduced |
| TBH Global Asset Management, LLC | 5,922 | $459.4K | 0.10% | −298−4.8% | Reduced |
| Sonora Investment Management Group, LLC | 6,410 | $459.9K | 0.04% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,931 | $460.1K | 0.02% | +604+11.3% | Added |
| Glen Eagle Advisors, LLC | 5,931 | $460.1K | 0.08% | +1,267+27.2% | Added |
| Gratus Wealth Advisors, LLC | 5,656 | $460.4K | 0.08% | +169+3.1% | Added |
| Verus Financial Partners, Inc. | 5,950 | $461.6K | 0.05% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,971 | $463.0K | 0.11% | +25+0.4% | Added |
| PFW Advisors LLC | 5,970 | $463.1K | 0.15% | −181−2.9% | Reduced |
| Schulhoff & Co Inc | 6,000 | $465.4K | 0.21% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,010 | $466.2K | 0.07% | −125−2.0% | Reduced |
| FSA Advisors, Inc. | 6,040 | $467.5K | 0.49% | −30.0% | Reduced |
| Alpha Cubed Investments, LLC | 6,031 | $467.9K | 0.02% | +1,018+20.3% | Added |
| Charter Trust Co | 6,032 | $467.9K | 0.03% | −232−3.7% | Reduced |
| Driehaus Capital Management LLC | 6,033 | $468.0K | 0.00% | +6,033 | New |
| Cranbrook Wealth Management, LLC | 6,036 | $468.2K | 0.12% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 6,046 | $469.0K | 0.02% | −2,779−31.5% | Reduced |
| LCNB Corp | 6,071 | $470.9K | 0.18% | −250−4.0% | Reduced |
| Abound Wealth Management | 6,075 | $471.3K | 0.17% | +21+0.3% | Added |
| Elevate Wealth Advisory, Inc | 6,089 | $472.3K | 0.38% | +2,802+85.2% | Added |
| Summitry LLC | 6,100 | $473.2K | 0.02% | 00.0% | Unchanged |
| Smith, Salley & Associates | 6,103 | $473.4K | 0.03% | −6,077−49.9% | Reduced |
| Heritage Wealth Advisors | 6,104 | $473.5K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6,106 | $473.6K | 0.11% | +2,481+68.4% | Added |
| PSI Advisors, LLC | 6,121 | $474.8K | 0.15% | −2,210−26.5% | Reduced |
| Moneta Group Investment Advisors LLC | 6,140 | $476.3K | 0.01% | +279+4.8% | Added |
| Fee-Only Financial Planning, L.C. | 6,150 | $477.1K | 0.32% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,871 | $479.5K | 0.08% | −498−7.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,183 | $479.6K | 0.04% | +66+1.1% | Added |
| Legacy Advisors, LLC | 6,190 | $480.2K | 0.06% | +6,190 | New |
| SFMG, LLC | 6,213 | $482.0K | 0.04% | +10+0.2% | Added |
| KMG Fiduciary Partners, LLC | 6,233 | $483.5K | 0.05% | +1,967+46.1% | Added |
| Citizens Business Bank | 6,258 | $485.4K | 0.10% | +1,725+38.1% | Added |
| McKinley Carter Wealth Services, Inc. | 6,259 | $485.5K | 0.03% | +22+0.4% | Added |
| Moseley Investment Management Inc | 6,264 | $485.9K | 0.23% | +26+0.4% | Added |
| Symmetry Partners, LLC | 6,293 | $488.0K | 0.03% | −981−13.5% | Reduced |
| Patten Group, Inc. | 6,297 | $488.5K | 0.12% | +153+2.5% | Added |
| Trust Co of Virginia | 6,302 | $488.8K | 0.05% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,352 | $492.8K | 0.14% | +128+2.1% | Added |
| CX Institutional | 6,355 | $493.0K | 0.02% | +176+2.8% | Added |
| Haverford Trust Co | 6,366 | $493.8K | 0.01% | +940+17.3% | Added |
| Epoch Investment Partners, Inc. | 6,378 | $494.7K | 0.00% | −610−8.7% | Reduced |
| Syon Capital LLC | 6,397 | $496.2K | 0.05% | −541−7.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,407 | $497.0K | 0.08% | +27+0.4% | Added |
| Orion Investment Co | 6,435 | $499.2K | 0.20% | +6,435 | New |
| Marble Harbor Investment Counsel, LLC | 6,443 | $499.8K | 0.06% | −14−0.2% | Reduced |
| Berger Financial Group, Inc | 6,450 | $500.3K | 0.04% | −390−5.7% | Reduced |
| Forum Financial Management, LP | 6,456 | $500.8K | 0.01% | +5+0.1% | Added |
| Mosley Wealth Management | 6,457 | $500.9K | 0.43% | +386+6.4% | Added |
| Lowe Brockenbrough & Co Inc | 6,475 | $502.3K | 0.03% | −50−0.8% | Reduced |
| Lake Street Advisors Group, LLC | 6,487 | $503.2K | 0.02% | +394+6.5% | Added |
| Colonial River Wealth Management, LLC | 6,487 | $503.2K | 0.27% | −1,731−21.1% | Reduced |
| Novare Capital Management LLC | 6,499 | $504.1K | 0.05% | +28+0.4% | Added |
| Slagle Financial, LLC | 6,502 | $504.3K | 0.26% | −397−5.8% | Reduced |
| Tradition Wealth Management, LLC | 6,554 | $508.4K | 0.05% | +566+9.5% | Added |
| Hexagon Capital Partners LLC | 6,559 | $508.8K | 0.11% | +395+6.4% | Added |
| DRW Securities, LLC | 6,503 | $509.2K | 0.03% | +6,503 | New |
| Brady Family Wealth, LLC | 6,580 | $510.4K | 0.16% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,540 | $510.6K | 0.01% | −570−8.0% | Reduced |
| Lebenthal Global Advisors, LLC | 6,592 | $511.3K | 0.11% | +1,124+20.6% | Added |
| Tritonpoint Wealth, LLC | 6,594 | $511.5K | 0.05% | −12−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 6,595 | $511.6K | 0.07% | +131+2.0% | Added |
| Probity Advisors, Inc. | 6,600 | $512.0K | 0.11% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,606 | $512.4K | 0.02% | +731+12.4% | Added |
| Congress Asset Management Co | 6,647 | $515.6K | 0.00% | 00.0% | Unchanged |
| Graypoint LLC | 6,653 | $516.1K | 0.04% | +910+15.8% | Added |
| Fullerton Fund Management Co Ltd. | 6,661 | $516.7K | 0.02% | +6,661 | New |
| Prosperity Financial Group, Inc. | 6,666 | $517.1K | 0.33% | +124+1.9% | Added |
| Ballew Advisors, Inc | 6,485 | $519.1K | 0.34% | −33−0.5% | Reduced |
| Vicus Capital | 6,697 | $519.5K | 0.05% | +2,792+71.5% | Added |
| Stratos Wealth Advisors, LLC | 6,705 | $520.2K | 0.03% | +2,573+62.3% | Added |
| Abel Hall, LLC | 6,710 | $520.5K | 0.37% | +115+1.7% | Added |
| River Wealth Advisors LLC | 6,713 | $520.7K | 0.07% | +6,713 | New |
| Builder Investment Group Inc | 6,729 | $522.0K | 0.14% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,731 | $522.1K | 0.03% | +500+8.0% | Added |
| AdvisorNet Financial, Inc | 6,734 | $522.4K | 0.05% | +109+1.6% | Added |
| Clarius Group, LLC | 6,756 | $524.1K | 0.04% | −305−4.3% | Reduced |
| Stokes Capital Advisors, LLC | 6,794 | $527.0K | 0.15% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6,800 | $527.5K | 0.13% | +47+0.7% | Added |
| Client 1st Advisory Group, LLC | 6,803 | $527.7K | 0.23% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 6,812 | $528.4K | 0.24% | +800+13.3% | Added |
| Islay Capital Management, LLC | 6,815 | $528.6K | 0.38% | −204−2.9% | Reduced |
| Beta Wealth Group, Inc. | 6,816 | $528.7K | 0.25% | +1,101+19.3% | Added |
| Siemens Fonds Invest GmbH | 6,854 | $531.7K | 0.04% | −4,613−40.2% | Reduced |
| Angeles Investment Advisors, LLC | 6,855 | $531.7K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6,864 | $532.0K | 0.04% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 6,860 | $532.0K | 0.35% | +342+5.2% | Added |
| Atlantic Trust, LLC | 6,877 | $533.5K | 0.13% | −1,151−14.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,884 | $534.0K | 0.12% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 6,890 | $534.0K | 0.10% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,890 | $534.5K | 0.11% | 00.0% | Unchanged |
| Breakwater Capital Group | 6,896 | $534.9K | 0.12% | +1,252+22.2% | Added |
| M Holdings Securities, Inc. | 6,853 | $535.0K | 0.07% | +6,853 | New |
| Baldwin Brothers Inc | 6,900 | $535.2K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6,933 | $537.8K | 0.24% | −773−10.0% | Reduced |
| GTS Securities LLC | 6,936 | $538.0K | 0.01% | +6,936 | New |
| Chicago Capital, LLC | 6,941 | $538.4K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,961 | $539.9K | 0.03% | +20+0.3% | Added |