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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 6,984 | $541.7K | 0.01% | −1,500−17.7% | Reduced |
| Union Savings Bank | 6,986 | $541.8K | 0.28% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 7,008 | $544.0K | 0.10% | +3,768+116.3% | Added |
| Nations Financial Group Inc, | 7,015 | $544.2K | 0.04% | +11+0.2% | Added |
| City State Bank | 7,027 | $545.1K | 0.22% | −49−0.7% | Reduced |
| Keystone Financial Group | 7,034 | $545.6K | 0.20% | +144+2.1% | Added |
| NFP Retirement, Inc. | 7,072 | $548.6K | 0.05% | +20+0.3% | Added |
| Allegheny Financial Group LTD | 7,078 | $549.0K | 0.16% | +96+1.4% | Added |
| Beacon Investment Advisors LLC | 7,084 | $549.5K | 0.28% | +24+0.3% | Added |
| Peninsula Asset Management Inc | 7,090 | $550.0K | 0.30% | −100−1.4% | Reduced |
| Sentry LLC | 7,114 | $551.8K | 0.10% | +5+0.1% | Added |
| Country Trust Bank | 7,138 | $553.7K | 0.01% | +3,505+96.5% | Added |
| David J Yvars Group | 7,156 | $555.1K | 0.35% | +4+0.1% | Added |
| Sage Mountain Advisors LLC | 7,159 | $555.3K | 0.05% | +2,391+50.1% | Added |
| Norden Group LLC | 7,255 | $562.8K | 0.11% | +2,011+38.3% | Added |
| Formidable Asset Management, LLC | 7,278 | $564.6K | 0.09% | +143+2.0% | Added |
| Fiduciary Trust Co | 7,279 | $564.6K | 0.01% | −133−1.8% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,332 | $568.7K | 0.37% | +198+2.8% | Added |
| Cidel Asset Management Inc | 7,346 | $569.8K | 0.04% | +193+2.7% | Added |
| Strategic Wealth Partners, Ltd. | 7,354 | $570.5K | 0.06% | −26−0.4% | Reduced |
| Wulff, Hansen & Co. | 7,363 | $571.1K | 0.56% | 00.0% | Unchanged |
| Asset Planning Corporation | 7,400 | $574.0K | 0.43% | +7,400 | New |
| Atlas Brown,Inc. | 7,415 | $575.2K | 0.21% | +56+0.8% | Added |
| Novak & Powell Financial Services, Inc. | 7,436 | $576.8K | 0.36% | 00.0% | Unchanged |
| Archer Investment Corp | 7,457 | $578.4K | 0.17% | +107+1.5% | Added |
| Conning Inc. | 7,457 | $578.4K | 0.02% | +356+5.0% | Added |
| Sar Wealth Management Group, LLC | 7,459 | $578.6K | 0.41% | +69+0.9% | Added |
| Lakeshore Financial Planning, Inc. | 7,465 | $579.1K | 0.28% | +54+0.7% | Added |
| Aviance Capital Partners, LLC | 7,487 | $580.8K | 0.08% | +102+1.4% | Added |
| Skyline Advisors, Inc. | 7,507 | $582.3K | 0.25% | 00.0% | Unchanged |
| Firestone Capital Management | 7,524 | $583.6K | 0.16% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 7,556 | $586.1K | 0.34% | −38−0.5% | Reduced |
| SageView Advisory Group, LLC | 7,604 | $589.9K | 0.03% | +7,604 | New |
| Grove Bank & Trust | 7,606 | $590.0K | 0.09% | −523−6.4% | Reduced |
| Centre Asset Management, LLC | 7,603 | $590.0K | 0.14% | −2,540−25.0% | Reduced |
| Mainsail Asset Management, LLC | 7,632 | $592.0K | 0.47% | 00.0% | Unchanged |
| JT Stratford LLC | 7,647 | $593.1K | 0.11% | −907−10.6% | Reduced |
| Chicago Trust Co NA | 7,704 | $597.6K | 0.12% | −611−7.3% | Reduced |
| Bath Savings Trust Co | 7,708 | $597.9K | 0.06% | −300−3.7% | Reduced |
| Prairie Sky Financial Group LLC | 7,745 | $600.8K | 0.37% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 7,753 | $601.4K | 0.53% | −300−3.7% | Reduced |
| Ambassador Advisors, LLC | 7,781 | $603.6K | 0.11% | +144+1.9% | Added |
| Certified Advisory Corp | 7,787 | $604.1K | 0.08% | +7,787 | New |
| IVC Wealth Advisors LLC | 7,806 | $605.5K | 0.34% | +1,205+18.3% | Added |
| Thrive Wealth Management, LLC | 7,812 | $606.0K | 0.12% | +238+3.1% | Added |
| Baader Bank INC | 7,974 | $609.4K | 0.05% | +7,974 | New |
| Gotham Asset Management, LLC | 7,869 | $610.4K | 0.01% | +2,355+42.7% | Added |
| Ameritas Advisory Services, LLC | 7,872 | $610.6K | 0.02% | −638−7.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,890 | $612.0K | 0.17% | −630−7.4% | Reduced |
| W Advisors, LLC | 7,901 | $612.9K | 0.40% | +51+0.6% | Added |
| Park Place Capital Corp | 7,936 | $615.6K | 0.20% | −2,072−20.7% | Reduced |
| Aprio Wealth Management, LLC | 7,936 | $615.6K | 0.11% | +3,999+101.6% | Added |
| McLean Asset Management Corp | 7,854 | $616.1K | 0.20% | +216+2.8% | Added |
| First Command Advisory Services, Inc. | 7,984 | $619.3K | 0.01% | −202−2.5% | Reduced |
| Geometric Wealth Advisors | 8,004 | $620.9K | 0.13% | +8,004 | New |
| Baker Boyer National Bank | 8,041 | $623.7K | 0.22% | −3,700−31.5% | Reduced |
| Diversify Advisory Services, LLC | 7,985 | $623.8K | 0.03% | +496+6.6% | Added |
| GeoWealth Management, LLC | 8,066 | $625.7K | 0.03% | +1,709+26.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,127 | $630.4K | 0.09% | +21+0.3% | Added |
| Element Wealth, LLC | 8,140 | $631.5K | 0.36% | +601+8.0% | Added |
| Autumn Glory Partners, LLC | 8,185 | $634.9K | 0.32% | +1,190+17.0% | Added |
| Franklin Street Advisors Inc | 8,184 | $635.0K | 0.05% | +9+0.1% | Added |
| Atlantic Union Bankshares Corp | 8,234 | $638.7K | 0.04% | −10.0% | Reduced |
| BIP Wealth, LLC | 8,236 | $638.9K | 0.05% | −2,714−24.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,237 | $638.9K | 0.01% | −7,448−47.5% | Reduced |
| Beacon Financial Group | 8,253 | $640.2K | 0.07% | +127+1.6% | Added |
| Successful Portfolios LLC | 8,323 | $645.6K | 0.45% | −545−6.1% | Reduced |
| AMG National Trust Bank | 8,328 | $646.0K | 0.02% | +8,328 | New |
| Montecito Bank & Trust | 8,338 | $646.8K | 0.13% | −295−3.4% | Reduced |
| Rodgers Brothers Inc. | 8,343 | $647.2K | 0.09% | 00.0% | Unchanged |
| Insight Inv LLC | 8,350 | $647.7K | 0.56% | −355−4.1% | Reduced |
| First Manhattan Co | 8,356 | $648.2K | 0.00% | +34+0.4% | Added |
| William Allan, LLC | 8,373 | $650.0K | 0.43% | −110−1.3% | Reduced |
| Adapt Wealth Advisors, LLC | 8,456 | $655.9K | 0.41% | +4,994+144.3% | Added |
| Skopos Labs, Inc. | 9,242 | $657.1K | 0.28% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 8,474 | $657.3K | 0.10% | +32+0.4% | Added |
| Mechanics Financial Corp | 8,519 | $660.8K | 0.34% | +10+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 8,526 | $661.9K | 0.01% | +2,885+51.1% | Added |
| First Dallas Securities Inc. | 8,570 | $664.8K | 0.29% | +150+1.8% | Added |
| Chicago Partners Investment Group LLC | 8,014 | $668.2K | 0.03% | −804−9.1% | Reduced |
| Valley Brook Capital Group | 8,650 | $671.0K | 0.52% | +20.0% | Added |
| Buck Wealth Strategies, LLC | 8,666 | $672.3K | 0.20% | −89,961−91.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,669 | $672.4K | 0.27% | −284−3.2% | Reduced |
| Exencial Wealth Advisors, LLC | 8,683 | $673.5K | 0.03% | −161−1.8% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $674.7K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,709 | $675.5K | 0.02% | +274+3.2% | Added |
| ProVise Management Group, LLC | 8,724 | $676.7K | 0.06% | −480−5.2% | Reduced |
| Retirement Guys Formula LLC | 8,726 | $676.9K | 0.32% | −817−8.6% | Reduced |
| Roberts Glore & Co Inc | 8,727 | $677.0K | 0.20% | −163−1.8% | Reduced |
| Vista Capital Partners, Inc. | 8,743 | $678.2K | 0.08% | +118+1.4% | Added |
| Shulman DeMeo Asset Management LLC | 8,787 | $681.6K | 0.18% | +165+1.9% | Added |
| Gables Capital Management Inc. | 8,796 | $682.3K | 0.36% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 8,833 | $685.2K | 0.18% | −70−0.8% | Reduced |
| Rehmann Capital Advisory Group | 8,850 | $686.5K | 0.05% | +7+0.1% | Added |
| Cypress Capital Group | 8,948 | $694.1K | 0.08% | 00.0% | Unchanged |
| Community Bank of Raymore | 8,950 | $694.3K | 0.54% | 00.0% | Unchanged |
| Kennedy Investment Group | 8,956 | $694.7K | 0.35% | +235+2.7% | Added |
| Home Federal Bank of Tennessee | 8,990 | $697.4K | 0.21% | +100+1.1% | Added |
| Modera Wealth Management, LLC | 9,048 | $701.9K | 0.01% | +124+1.4% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $702.4K | 0.24% | 00.0% | Unchanged |