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 |
|---|---|---|---|---|---|
| Retirement Guys Formula LLC | 8,726 | $676.9K | 0.32% | −817−8.6% | Reduced |
| ProVise Management Group, LLC | 8,724 | $676.7K | 0.06% | −480−5.2% | Reduced |
| Summit Trail Advisors, LLC | 8,709 | $675.5K | 0.02% | +274+3.2% | Added |
| Howard Capital Management Group, LLC | 8,698 | $674.7K | 0.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 8,683 | $673.5K | 0.03% | −161−1.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,669 | $672.4K | 0.27% | −284−3.2% | Reduced |
| Buck Wealth Strategies, LLC | 8,666 | $672.3K | 0.20% | −89,961−91.2% | Reduced |
| Valley Brook Capital Group | 8,650 | $671.0K | 0.52% | +20.0% | Added |
| Chicago Partners Investment Group LLC | 8,014 | $668.2K | 0.03% | −804−9.1% | Reduced |
| First Dallas Securities Inc. | 8,570 | $664.8K | 0.29% | +150+1.8% | Added |
| Kovitz Investment Group Partners, LLC | 8,526 | $661.9K | 0.01% | +2,885+51.1% | Added |
| Mechanics Financial Corp | 8,519 | $660.8K | 0.34% | +10+0.1% | Added |
| MONECO Advisors, LLC | 8,474 | $657.3K | 0.10% | +32+0.4% | Added |
| Skopos Labs, Inc. | 9,242 | $657.1K | 0.28% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 8,456 | $655.9K | 0.41% | +4,994+144.3% | Added |
| William Allan, LLC | 8,373 | $650.0K | 0.43% | −110−1.3% | Reduced |
| First Manhattan Co | 8,356 | $648.2K | 0.00% | +34+0.4% | Added |
| Insight Inv LLC | 8,350 | $647.7K | 0.56% | −355−4.1% | Reduced |
| Rodgers Brothers Inc. | 8,343 | $647.2K | 0.09% | 00.0% | Unchanged |
| Montecito Bank & Trust | 8,338 | $646.8K | 0.13% | −295−3.4% | Reduced |
| AMG National Trust Bank | 8,328 | $646.0K | 0.02% | +8,328 | New |
| Successful Portfolios LLC | 8,323 | $645.6K | 0.45% | −545−6.1% | Reduced |
| Beacon Financial Group | 8,253 | $640.2K | 0.07% | +127+1.6% | Added |
| Cullen/Frost Bankers, Inc. | 8,237 | $638.9K | 0.01% | −7,448−47.5% | Reduced |
| BIP Wealth, LLC | 8,236 | $638.9K | 0.05% | −2,714−24.8% | Reduced |
| Atlantic Union Bankshares Corp | 8,234 | $638.7K | 0.04% | −10.0% | Reduced |
| Franklin Street Advisors Inc | 8,184 | $635.0K | 0.05% | +9+0.1% | Added |
| Autumn Glory Partners, LLC | 8,185 | $634.9K | 0.32% | +1,190+17.0% | Added |
| Element Wealth, LLC | 8,140 | $631.5K | 0.36% | +601+8.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,127 | $630.4K | 0.09% | +21+0.3% | Added |
| GeoWealth Management, LLC | 8,066 | $625.7K | 0.03% | +1,709+26.9% | Added |
| Diversify Advisory Services, LLC | 7,985 | $623.8K | 0.03% | +496+6.6% | Added |
| Baker Boyer National Bank | 8,041 | $623.7K | 0.22% | −3,700−31.5% | Reduced |
| Geometric Wealth Advisors | 8,004 | $620.9K | 0.13% | +8,004 | New |
| First Command Advisory Services, Inc. | 7,984 | $619.3K | 0.01% | −202−2.5% | Reduced |
| McLean Asset Management Corp | 7,854 | $616.1K | 0.20% | +216+2.8% | Added |
| Aprio Wealth Management, LLC | 7,936 | $615.6K | 0.11% | +3,999+101.6% | Added |
| Park Place Capital Corp | 7,936 | $615.6K | 0.20% | −2,072−20.7% | Reduced |
| W Advisors, LLC | 7,901 | $612.9K | 0.40% | +51+0.6% | Added |
| Wealth Dimensions Group, Ltd. | 7,890 | $612.0K | 0.17% | −630−7.4% | Reduced |
| Ameritas Advisory Services, LLC | 7,872 | $610.6K | 0.02% | −638−7.5% | Reduced |
| Gotham Asset Management, LLC | 7,869 | $610.4K | 0.01% | +2,355+42.7% | Added |
| Baader Bank INC | 7,974 | $609.4K | 0.05% | +7,974 | New |
| Thrive Wealth Management, LLC | 7,812 | $606.0K | 0.12% | +238+3.1% | Added |
| IVC Wealth Advisors LLC | 7,806 | $605.5K | 0.34% | +1,205+18.3% | Added |
| Certified Advisory Corp | 7,787 | $604.1K | 0.08% | +7,787 | New |
| Ambassador Advisors, LLC | 7,781 | $603.6K | 0.11% | +144+1.9% | Added |
| Richwood Investment Advisors, LLC | 7,753 | $601.4K | 0.53% | −300−3.7% | Reduced |
| Prairie Sky Financial Group LLC | 7,745 | $600.8K | 0.37% | 00.0% | Unchanged |
| Bath Savings Trust Co | 7,708 | $597.9K | 0.06% | −300−3.7% | Reduced |
| Chicago Trust Co NA | 7,704 | $597.6K | 0.12% | −611−7.3% | Reduced |
| JT Stratford LLC | 7,647 | $593.1K | 0.11% | −907−10.6% | Reduced |
| Mainsail Asset Management, LLC | 7,632 | $592.0K | 0.47% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 7,603 | $590.0K | 0.14% | −2,540−25.0% | Reduced |
| Grove Bank & Trust | 7,606 | $590.0K | 0.09% | −523−6.4% | Reduced |
| SageView Advisory Group, LLC | 7,604 | $589.9K | 0.03% | +7,604 | New |
| Northstar Advisory Group, LLC | 7,556 | $586.1K | 0.34% | −38−0.5% | Reduced |
| Firestone Capital Management | 7,524 | $583.6K | 0.16% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 7,507 | $582.3K | 0.25% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,487 | $580.8K | 0.08% | +102+1.4% | Added |
| Lakeshore Financial Planning, Inc. | 7,465 | $579.1K | 0.28% | +54+0.7% | Added |
| Sar Wealth Management Group, LLC | 7,459 | $578.6K | 0.41% | +69+0.9% | Added |
| 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 |
| Novak & Powell Financial Services, Inc. | 7,436 | $576.8K | 0.36% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 7,415 | $575.2K | 0.21% | +56+0.8% | Added |
| Asset Planning Corporation | 7,400 | $574.0K | 0.43% | +7,400 | New |
| Wulff, Hansen & Co. | 7,363 | $571.1K | 0.56% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,354 | $570.5K | 0.06% | −26−0.4% | Reduced |
| Cidel Asset Management Inc | 7,346 | $569.8K | 0.04% | +193+2.7% | Added |
| Beaumont Asset Management, L.L.C. | 7,332 | $568.7K | 0.37% | +198+2.8% | Added |
| Fiduciary Trust Co | 7,279 | $564.6K | 0.01% | −133−1.8% | Reduced |
| Formidable Asset Management, LLC | 7,278 | $564.6K | 0.09% | +143+2.0% | Added |
| Norden Group LLC | 7,255 | $562.8K | 0.11% | +2,011+38.3% | Added |
| Sage Mountain Advisors LLC | 7,159 | $555.3K | 0.05% | +2,391+50.1% | Added |
| David J Yvars Group | 7,156 | $555.1K | 0.35% | +4+0.1% | Added |
| Country Trust Bank | 7,138 | $553.7K | 0.01% | +3,505+96.5% | Added |
| Sentry LLC | 7,114 | $551.8K | 0.10% | +5+0.1% | Added |
| Peninsula Asset Management Inc | 7,090 | $550.0K | 0.30% | −100−1.4% | Reduced |
| Beacon Investment Advisors LLC | 7,084 | $549.5K | 0.28% | +24+0.3% | Added |
| Allegheny Financial Group LTD | 7,078 | $549.0K | 0.16% | +96+1.4% | Added |
| NFP Retirement, Inc. | 7,072 | $548.6K | 0.05% | +20+0.3% | Added |
| Keystone Financial Group | 7,034 | $545.6K | 0.20% | +144+2.1% | Added |
| City State Bank | 7,027 | $545.1K | 0.22% | −49−0.7% | Reduced |
| Nations Financial Group Inc, | 7,015 | $544.2K | 0.04% | +11+0.2% | Added |
| Benjamin Edwards Inc | 7,008 | $544.0K | 0.10% | +3,768+116.3% | Added |
| Union Savings Bank | 6,986 | $541.8K | 0.28% | 00.0% | Unchanged |
| Perpetual Ltd | 6,984 | $541.7K | 0.01% | −1,500−17.7% | Reduced |
| Sound Income Strategies, LLC | 6,961 | $539.9K | 0.03% | +20+0.3% | Added |
| Chicago Capital, LLC | 6,941 | $538.4K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 6,936 | $538.0K | 0.01% | +6,936 | New |
| Optimum Investment Advisors | 6,933 | $537.8K | 0.24% | −773−10.0% | Reduced |
| Baldwin Brothers Inc | 6,900 | $535.2K | 0.04% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 6,853 | $535.0K | 0.07% | +6,853 | New |
| Breakwater Capital Group | 6,896 | $534.9K | 0.12% | +1,252+22.2% | Added |
| Mraz, Amerine & Associates, Inc. | 6,890 | $534.5K | 0.11% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 6,890 | $534.0K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 6,884 | $534.0K | 0.12% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6,877 | $533.5K | 0.13% | −1,151−14.3% | Reduced |
| Van Hulzen Asset Management, LLC | 6,864 | $532.0K | 0.04% | 00.0% | Unchanged |