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 |
|---|---|---|---|---|---|
| BCR Wealth Strategies, LLC | 6,860 | $532.0K | 0.35% | +342+5.2% | Added |
| Angeles Investment Advisors, LLC | 6,855 | $531.7K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,854 | $531.7K | 0.04% | −4,613−40.2% | Reduced |
| Beta Wealth Group, Inc. | 6,816 | $528.7K | 0.25% | +1,101+19.3% | Added |
| Islay Capital Management, LLC | 6,815 | $528.6K | 0.38% | −204−2.9% | Reduced |
| BOS Asset Management, LLC | 6,812 | $528.4K | 0.24% | +800+13.3% | Added |
| Client 1st Advisory Group, LLC | 6,803 | $527.7K | 0.23% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6,800 | $527.5K | 0.13% | +47+0.7% | Added |
| Stokes Capital Advisors, LLC | 6,794 | $527.0K | 0.15% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,756 | $524.1K | 0.04% | −305−4.3% | Reduced |
| AdvisorNet Financial, Inc | 6,734 | $522.4K | 0.05% | +109+1.6% | Added |
| Avidian Wealth Solutions, LLC | 6,731 | $522.1K | 0.03% | +500+8.0% | Added |
| Builder Investment Group Inc | 6,729 | $522.0K | 0.14% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,713 | $520.7K | 0.07% | +6,713 | New |
| Abel Hall, LLC | 6,710 | $520.5K | 0.37% | +115+1.7% | Added |
| Stratos Wealth Advisors, LLC | 6,705 | $520.2K | 0.03% | +2,573+62.3% | Added |
| Vicus Capital | 6,697 | $519.5K | 0.05% | +2,792+71.5% | Added |
| Ballew Advisors, Inc | 6,485 | $519.1K | 0.34% | −33−0.5% | Reduced |
| Prosperity Financial Group, Inc. | 6,666 | $517.1K | 0.33% | +124+1.9% | Added |
| Fullerton Fund Management Co Ltd. | 6,661 | $516.7K | 0.02% | +6,661 | New |
| Graypoint LLC | 6,653 | $516.1K | 0.04% | +910+15.8% | Added |
| Congress Asset Management Co | 6,647 | $515.6K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,606 | $512.4K | 0.02% | +731+12.4% | Added |
| Probity Advisors, Inc. | 6,600 | $512.0K | 0.11% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,595 | $511.6K | 0.07% | +131+2.0% | Added |
| Tritonpoint Wealth, LLC | 6,594 | $511.5K | 0.05% | −12−0.2% | Reduced |
| Lebenthal Global Advisors, LLC | 6,592 | $511.3K | 0.11% | +1,124+20.6% | Added |
| Welch & Forbes LLC | 6,540 | $510.6K | 0.01% | −570−8.0% | Reduced |
| Brady Family Wealth, LLC | 6,580 | $510.4K | 0.16% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,503 | $509.2K | 0.03% | +6,503 | New |
| Hexagon Capital Partners LLC | 6,559 | $508.8K | 0.11% | +395+6.4% | Added |
| Tradition Wealth Management, LLC | 6,554 | $508.4K | 0.05% | +566+9.5% | Added |
| Slagle Financial, LLC | 6,502 | $504.3K | 0.26% | −397−5.8% | Reduced |
| Novare Capital Management LLC | 6,499 | $504.1K | 0.05% | +28+0.4% | Added |
| Colonial River Wealth Management, LLC | 6,487 | $503.2K | 0.27% | −1,731−21.1% | Reduced |
| Lake Street Advisors Group, LLC | 6,487 | $503.2K | 0.02% | +394+6.5% | Added |
| Lowe Brockenbrough & Co Inc | 6,475 | $502.3K | 0.03% | −50−0.8% | Reduced |
| Mosley Wealth Management | 6,457 | $500.9K | 0.43% | +386+6.4% | Added |
| Forum Financial Management, LP | 6,456 | $500.8K | 0.01% | +5+0.1% | Added |
| Berger Financial Group, Inc | 6,450 | $500.3K | 0.04% | −390−5.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,443 | $499.8K | 0.06% | −14−0.2% | Reduced |
| Orion Investment Co | 6,435 | $499.2K | 0.20% | +6,435 | New |
| Mosaic Family Wealth Partners, LLC | 6,407 | $497.0K | 0.08% | +27+0.4% | Added |
| Syon Capital LLC | 6,397 | $496.2K | 0.05% | −541−7.8% | Reduced |
| Epoch Investment Partners, Inc. | 6,378 | $494.7K | 0.00% | −610−8.7% | Reduced |
| Haverford Trust Co | 6,366 | $493.8K | 0.01% | +940+17.3% | Added |
| CX Institutional | 6,355 | $493.0K | 0.02% | +176+2.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,352 | $492.8K | 0.14% | +128+2.1% | Added |
| Trust Co of Virginia | 6,302 | $488.8K | 0.05% | 00.0% | Unchanged |
| Patten Group, Inc. | 6,297 | $488.5K | 0.12% | +153+2.5% | Added |
| Symmetry Partners, LLC | 6,293 | $488.0K | 0.03% | −981−13.5% | Reduced |
| Moseley Investment Management Inc | 6,264 | $485.9K | 0.23% | +26+0.4% | Added |
| McKinley Carter Wealth Services, Inc. | 6,259 | $485.5K | 0.03% | +22+0.4% | Added |
| Citizens Business Bank | 6,258 | $485.4K | 0.10% | +1,725+38.1% | Added |
| KMG Fiduciary Partners, LLC | 6,233 | $483.5K | 0.05% | +1,967+46.1% | Added |
| SFMG, LLC | 6,213 | $482.0K | 0.04% | +10+0.2% | Added |
| Legacy Advisors, LLC | 6,190 | $480.2K | 0.06% | +6,190 | New |
| Cyndeo Wealth Partners, LLC | 6,183 | $479.6K | 0.04% | +66+1.1% | Added |
| Virtue Capital Management, LLC | 5,871 | $479.5K | 0.08% | −498−7.8% | Reduced |
| Fee-Only Financial Planning, L.C. | 6,150 | $477.1K | 0.32% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,140 | $476.3K | 0.01% | +279+4.8% | Added |
| PSI Advisors, LLC | 6,121 | $474.8K | 0.15% | −2,210−26.5% | Reduced |
| Arlington Trust Co LLC | 6,106 | $473.6K | 0.11% | +2,481+68.4% | Added |
| Heritage Wealth Advisors | 6,104 | $473.5K | 0.02% | 00.0% | Unchanged |
| Smith, Salley & Associates | 6,103 | $473.4K | 0.03% | −6,077−49.9% | Reduced |
| Summitry LLC | 6,100 | $473.2K | 0.02% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 6,089 | $472.3K | 0.38% | +2,802+85.2% | Added |
| Abound Wealth Management | 6,075 | $471.3K | 0.17% | +21+0.3% | Added |
| LCNB Corp | 6,071 | $470.9K | 0.18% | −250−4.0% | Reduced |
| Steel Peak Wealth Management LLC | 6,046 | $469.0K | 0.02% | −2,779−31.5% | Reduced |
| Cranbrook Wealth Management, LLC | 6,036 | $468.2K | 0.12% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 6,033 | $468.0K | 0.00% | +6,033 | New |
| Charter Trust Co | 6,032 | $467.9K | 0.03% | −232−3.7% | Reduced |
| Alpha Cubed Investments, LLC | 6,031 | $467.9K | 0.02% | +1,018+20.3% | Added |
| FSA Advisors, Inc. | 6,040 | $467.5K | 0.49% | −30.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,010 | $466.2K | 0.07% | −125−2.0% | Reduced |
| Schulhoff & Co Inc | 6,000 | $465.4K | 0.21% | 00.0% | Unchanged |
| PFW Advisors LLC | 5,970 | $463.1K | 0.15% | −181−2.9% | Reduced |
| Kingfisher Capital LLC | 5,971 | $463.0K | 0.11% | +25+0.4% | Added |
| Verus Financial Partners, Inc. | 5,950 | $461.6K | 0.05% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 5,656 | $460.4K | 0.08% | +169+3.1% | Added |
| Glen Eagle Advisors, LLC | 5,931 | $460.1K | 0.08% | +1,267+27.2% | Added |
| TCG Advisory Services, LLC | 5,931 | $460.1K | 0.02% | +604+11.3% | Added |
| Sonora Investment Management Group, LLC | 6,410 | $459.9K | 0.04% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,922 | $459.4K | 0.10% | −298−4.8% | Reduced |
| Girard Partners Ltd. | 5,914 | $458.7K | 0.04% | −75−1.3% | Reduced |
| KC Investment Advisors, LLC | 5,895 | $457.3K | 0.23% | +268+4.8% | Added |
| Kapstone Financial Advisors LLC | 5,886 | $456.6K | 0.30% | −66−1.1% | Reduced |
| Davy Global Fund Management Ltd | 5,875 | $455.7K | 0.05% | −179−3.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,495 | $455.4K | 0.09% | −969−13.0% | Reduced |
| OMC Financial Services LTD | 5,867 | $455.0K | 0.21% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,822 | $454.8K | 0.02% | +1,705+41.4% | Added |
| Triad Wealth Partners, LLC | 5,862 | $454.7K | 0.24% | +5,862 | New |
| Diligent Investors, LLC | 5,844 | $453.3K | 0.11% | −96−1.6% | Reduced |
| Cross Staff Investments Inc | 5,835 | $452.6K | 0.38% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,821 | $451.5K | 0.17% | +11+0.2% | Added |
| Cordatus Wealth Management LLC | 5,813 | $451.0K | 0.17% | +5,813 | New |
| Cohen Investment Advisors LLC | 6,968 | $451.0K | 0.36% | +841+13.7% | Added |
| Sunbelt Securities, Inc. | 5,802 | $450.0K | 0.05% | −2,862−33.0% | Reduced |
| Paloma Partners Management Co | 5,800 | $449.9K | 0.04% | −31−0.5% | Reduced |