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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 11,066 | $858.4K | 0.23% | +784+7.6% | Added |
| Resolution Capital Ltd | 11,054 | $857.5K | 0.02% | +1,540+16.2% | Added |
| Quadrant Capital Group LLC | 11,014 | $854.4K | 0.06% | +1,370+14.2% | Added |
| CWS Financial Advisors, LLC | 10,995 | $852.9K | 0.34% | +1,372+14.3% | Added |
| Kuhn & Co Investment Counsel | 10,939 | $848.5K | 0.76% | 00.0% | Unchanged |
| Farmers Trust Co | 10,935 | $848.2K | 0.17% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10,891 | $844.8K | 0.01% | −1,296−10.6% | Reduced |
| HBK Sorce Advisory LLC | 10,852 | $841.8K | 0.03% | +478+4.6% | Added |
| Boston Financial Mangement LLC | 10,843 | $841.1K | 0.03% | +21+0.2% | Added |
| Lazard Asset Management LLC | 10,800 | $837.0K | 0.00% | −556−4.9% | Reduced |
| Wright Investors Service Inc | 10,781 | $836.3K | 0.22% | −35−0.3% | Reduced |
| MEMBERS Trust Co | 10,780 | $836.2K | 0.03% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 10,779 | $836.1K | 0.26% | +500+4.9% | Added |
| Silverlake Wealth Management LLC | 10,718 | $831.4K | 0.34% | −546−4.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,699 | $829.9K | 0.26% | +1,510+16.4% | Added |
| Jackson Thornton Asset Management, LLC | 10,663 | $827.1K | 0.13% | +20.0% | Added |
| Visionary Horizons, LLC | 10,643 | $825.6K | 0.60% | −329−3.0% | Reduced |
| Firethorn Wealth Partners, LLC | 10,558 | $819.0K | 0.46% | +84+0.8% | Added |
| NovaPoint Capital, LLC | 10,548 | $818.2K | 0.28% | +325+3.2% | Added |
| Secure Asset Management, LLC | 10,533 | $817.1K | 0.15% | +6,215+143.9% | Added |
| Chesley Taft & Associates LLC | 10,515 | $815.6K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 10,487 | $813.0K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 10,477 | $812.7K | 0.32% | −255−2.4% | Reduced |
| Sunburst Financial Group, LLC | 10,464 | $811.7K | 0.22% | −156−1.5% | Reduced |
| HM Payson & Co | 10,401 | $806.8K | 0.01% | +568+5.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 10,390 | $806.0K | 0.19% | −211−2.0% | Reduced |
| Gilbert & Cook, Inc. | 10,378 | $805.0K | 0.12% | −816−7.3% | Reduced |
| Plimoth Trust Co LLC | 10,367 | $804.2K | 0.21% | −365−3.4% | Reduced |
| Thoroughbred Financial Services, LLC | 10,301 | $799.0K | 0.05% | +4,565+79.6% | Added |
| Detalus Advisors, LLC | 10,263 | $796.1K | 0.27% | −468−4.4% | Reduced |
| Aberdeen Wealth Management LLC | 10,234 | $793.8K | 0.54% | −795−7.2% | Reduced |
| Acorn Wealth Advisors, LLC | 10,203 | $791.4K | 0.39% | −126−1.2% | Reduced |
| Mendel Money Management | 10,191 | $790.5K | 0.37% | +90+0.9% | Added |
| Legacy Wealth Asset Management, LLC | 10,188 | $790.3K | 0.22% | −1,095−9.7% | Reduced |
| Allen Capital Group, LLC | 10,187 | $790.2K | 0.11% | +5,245+106.1% | Added |
| Prosperity Consulting Group, LLC | 10,176 | $789.3K | 0.11% | +114+1.1% | Added |
| Investment Partners Asset Management, Inc. | 10,149 | $787.3K | 0.70% | −142−1.4% | Reduced |
| Marco Investment Management LLC | 10,135 | $786.2K | 0.07% | −24−0.2% | Reduced |
| EPG Wealth Management LLC | 0 | $784.2K | 0.18% | −10,273−100.0% | Reduced |
| Stiles Financial Services Inc | 10,109 | $784.2K | 0.30% | +494+5.1% | Added |
| Belpointe Asset Management LLC | 10,100 | $783.6K | 0.05% | +2,052+25.5% | Added |
| North Star Investment Management Corp. | 10,063 | $780.6K | 0.06% | −81−0.8% | Reduced |
| St. Johns Investment Management Company, LLC | 10,055 | $780.0K | 0.37% | −273−2.6% | Reduced |
| Journey Advisory Group, LLC | 10,033 | $778.3K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10,022 | $777.4K | 0.02% | −223−2.2% | Reduced |
| Jump Financial, LLC | 9,990 | $774.9K | 0.02% | +9,990 | New |
| Arrow Financial Corp | 9,965 | $773.0K | 0.08% | −35−0.4% | Reduced |
| Wagner Wealth Management, LLC | 9,954 | $772.1K | 0.23% | +1,068+12.0% | Added |
| Excalibur Management Corp | 9,935 | $770.7K | 0.31% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 9,929 | $764.6K | 0.09% | 00.0% | Unchanged |
| First National Corp | 9,856 | $764.5K | 0.18% | +245+2.5% | Added |
| Parallel Advisors, LLC | 9,853 | $764.3K | 0.02% | +305+3.2% | Added |
| Cannon Financial Strategists, Inc. | 9,827 | $762.3K | 0.15% | −1,358−12.1% | Reduced |
| Trueblood Wealth Management, LLC | 9,818 | $761.6K | 0.43% | +30.0% | Added |
| Fifth Third Wealth Advisors LLC | 9,781 | $758.7K | 0.06% | +9,781 | New |
| Garner Asset Management Corp | 9,767 | $758.0K | 0.37% | +1,002+11.4% | Added |
| Gratus Capital LLC | 9,768 | $757.7K | 0.03% | +179+1.9% | Added |
| WSFS Capital Management, LLC | 9,684 | $751.2K | 0.04% | −9−0.1% | Reduced |
| Edge Financial Advisors LLC | 9,645 | $748.2K | 0.77% | +207+2.2% | Added |
| Courier Capital LLC | 9,622 | $746.4K | 0.06% | −20,996−68.6% | Reduced |
| Cookson Peirce & Co Inc | 9,608 | $745.3K | 0.04% | +9,608 | New |
| Beaumont Financial Advisors, LLC | 9,607 | $745.2K | 0.06% | +88+0.9% | Added |
| Monetary Management Group Inc | 9,576 | $742.8K | 0.20% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 9,550 | $740.8K | 0.05% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 9,548 | $740.6K | 0.43% | +723+8.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,529 | $739.2K | 0.08% | −10,988−53.6% | Reduced |
| BlueChip Wealth Advisors LLC | 9,524 | $738.7K | 0.44% | +127+1.4% | Added |
| Benin Management CORP | 9,491 | $736.2K | 0.22% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 9,478 | $735.2K | 0.23% | +297+3.2% | Added |
| Qtron Investments LLC | 9,446 | $732.7K | 0.11% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 9,401 | $729.2K | 0.28% | −364−3.7% | Reduced |
| Eagle Strategies LLC | 9,395 | $728.7K | 0.14% | +6,594+235.4% | Added |
| Essex Savings Bank | 9,388 | $728.1K | 0.20% | −200−2.1% | Reduced |
| Danske Bank A/S | 9,363 | $726.3K | 0.00% | +400+4.5% | Added |
| Clear Creek Financial Management, LLC | 9,349 | $725.2K | 0.09% | +515+5.8% | Added |
| West Family Investments, Inc. | 9,340 | $724.5K | 0.22% | 00.0% | Unchanged |
| Madden Securities Corp | 9,296 | $721.1K | 0.32% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 9,290 | $720.6K | 0.13% | −143−1.5% | Reduced |
| First Hawaiian Bank | 9,266 | $718.8K | 0.02% | −174−1.8% | Reduced |
| Linscomb & Williams, Inc. | 9,251 | $717.6K | 0.04% | +14+0.2% | Added |
| Field & Main Bank | 9,210 | $714.3K | 0.27% | +660+7.7% | Added |
| Bradley Foster & Sargent Inc | 9,195 | $713.3K | 0.01% | −125−1.3% | Reduced |
| Kowal Investment Group, LLC | 9,156 | $710.3K | 0.14% | +680+8.0% | Added |
| Roundview Capital LLC | 9,140 | $709.0K | 0.06% | +1,705+22.9% | Added |
| Park National Corp | 9,133 | $708.4K | 0.03% | −504−5.2% | Reduced |
| Edge Capital Group, LLC | 9,125 | $707.8K | 0.03% | +1,286+16.4% | Added |
| Insigneo Advisory Services, LLC | 8,171 | $707.4K | 0.08% | +2,060+33.7% | Added |
| Constitution Capital LLC | 9,100 | $705.9K | 0.37% | +900+11.0% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $702.4K | 0.24% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,048 | $701.9K | 0.01% | +124+1.4% | Added |
| Home Federal Bank of Tennessee | 8,990 | $697.4K | 0.21% | +100+1.1% | Added |
| Kennedy Investment Group | 8,956 | $694.7K | 0.35% | +235+2.7% | Added |
| Community Bank of Raymore | 8,950 | $694.3K | 0.54% | 00.0% | Unchanged |
| Cypress Capital Group | 8,948 | $694.1K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,850 | $686.5K | 0.05% | +7+0.1% | Added |
| KPP Advisory Services LLC | 8,833 | $685.2K | 0.18% | −70−0.8% | Reduced |
| Gables Capital Management Inc. | 8,796 | $682.3K | 0.36% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 8,787 | $681.6K | 0.18% | +165+1.9% | Added |
| Vista Capital Partners, Inc. | 8,743 | $678.2K | 0.08% | +118+1.4% | Added |
| Roberts Glore & Co Inc | 8,727 | $677.0K | 0.20% | −163−1.8% | Reduced |