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 |
|---|---|---|---|---|---|
| Knollwood Investment Advisory, LLC | 5,776 | $448.0K | 0.05% | +5,776 | New |
| Doliver Advisors, LP | 5,773 | $447.8K | 0.12% | +75+1.3% | Added |
| Searle & Co. | 5,772 | $447.7K | 0.10% | +1,914+49.6% | Added |
| O'Rourke & Company, Inc | 5,761 | $447.0K | 0.25% | +3+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,737 | $445.0K | 0.01% | +2,729+90.7% | Added |
| American Financial Advisors, LLC | 5,733 | $444.7K | 0.06% | −284−4.7% | Reduced |
| Bill Few Associates, Inc. | 5,714 | $443.2K | 0.17% | +341+6.3% | Added |
| Summit Asset Management, LLC | 5,702 | $442.3K | 0.09% | +16+0.3% | Added |
| Summit Financial Wealth Advisors, LLC | 5,700 | $442.1K | 0.09% | −1,021−15.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 5,700 | $442.1K | 0.03% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 5,692 | $442.0K | 0.32% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 5,614 | $435.5K | 0.01% | +385+7.4% | Added |
| Glass Jacobson Investment Advisors llc | 5,584 | $433.2K | 0.16% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,583 | $433.1K | 0.07% | +1,176+26.7% | Added |
| Arcus Capital Partners, LLC | 5,581 | $433.0K | 0.17% | +39+0.7% | Added |
| Colonial Trust Advisors | 5,571 | $432.1K | 0.04% | −53−0.9% | Reduced |
| STAR Financial Bank | 5,560 | $431.3K | 0.33% | −825−12.9% | Reduced |
| Ballentine Partners, LLC | 5,549 | $430.4K | 0.01% | +2,697+94.6% | Added |
| Rise Advisors, LLC | 5,542 | $429.9K | 0.23% | +457+9.0% | Added |
| Keystone Financial Planning, Inc. | 5,508 | $427.3K | 0.14% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,497 | $426.4K | 0.10% | +16+0.3% | Added |
| Donald L. Hagan, LLC | 5,484 | $425.4K | 0.23% | 00.0% | Unchanged |
| David Loasby | 5,418 | $425.0K | 0.04% | +35+0.7% | Added |
| JB Capital LLC | 5,464 | $423.9K | 0.03% | +43+0.8% | Added |
| KG&L Capital Management,LLC | 5,487 | $423.6K | 0.15% | −1,769−24.4% | Reduced |
| Capital Asset Advisory Services LLC | 5,419 | $423.4K | 0.02% | −808−13.0% | Reduced |
| Mathes Company, Inc. | 5,450 | $423.0K | 0.15% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,286 | $422.8K | 0.17% | +20.0% | Added |
| TruWealth Advisors, LLC | 5,437 | $421.7K | 0.03% | +105+2.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $420.7K | 0.28% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 5,412 | $419.8K | 0.15% | −53−1.0% | Reduced |
| Armstrong Advisory Group, Inc | 5,404 | $419.2K | 0.04% | −866−13.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,405 | $419.0K | 0.33% | +50+0.9% | Added |
| Wilkins Investment Counsel Inc | 5,400 | $418.9K | 0.06% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,400 | $418.9K | 0.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,374 | $416.9K | 0.05% | +740+16.0% | Added |
| Pensionmark Financial Group, LLC | 5,369 | $416.5K | 0.03% | +5,369 | New |
| Mirador Capital Partners LP | 5,364 | $416.1K | 0.08% | +64+1.2% | Added |
| Cornerstone Advisory, LLC | 5,359 | $415.7K | 0.06% | −241−4.3% | Reduced |
| Naples Money Management LLC | 5,388 | $414.9K | 0.35% | +5,388 | New |
| Pitcairn Co | 5,348 | $414.8K | 0.03% | +653+13.9% | Added |
| Nebula Research & Development LLC | 5,342 | $414.4K | 0.07% | +5,342 | New |
| Koss-Olinger Consulting, LLC | 5,335 | $414.0K | 0.04% | +5,335 | New |
| Retirement Planning Group | 5,336 | $413.9K | 0.03% | +350+7.0% | Added |
| Mogy Joel R Investment Counsel Inc | 5,333 | $413.7K | 0.03% | −1,798−25.2% | Reduced |
| Oxford Financial Group Ltd | 5,319 | $412.6K | 0.03% | +5,319 | New |
| Dogwood Wealth Management LLC | 5,276 | $409.3K | 0.25% | +829+18.6% | Added |
| Members Wealth LLC | 4,476 | $408.5K | 0.27% | +4,476 | New |
| Hartline Investment Corp | 5,260 | $408.0K | 0.05% | −23,542−81.7% | Reduced |
| Correct Capital Wealth Management | 5,250 | $407.2K | 0.10% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 5,240 | $406.5K | 0.23% | −206−3.8% | Reduced |
| First National Bank & Trust Co of Newtown | 5,235 | $406.0K | 0.08% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 5,208 | $404.0K | 0.08% | +1,366+35.6% | Added |
| Goldstone Financial Group, LLC | 5,200 | $403.4K | 0.08% | +910+21.2% | Added |
| Wynn Capital, LLC | 5,198 | $403.2K | 0.30% | +69+1.3% | Added |
| Eastover Investment Advisors LLC | 5,185 | $402.1K | 0.19% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,169 | $401.0K | 0.11% | +466+9.9% | Added |
| Cladis Investment Advisory, LLC | 5,160 | $400.3K | 0.29% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,155 | $399.9K | 0.07% | +138+2.8% | Added |
| Independent Financial Group, LLC | 5,149 | $399.5K | 0.02% | −42−0.8% | Reduced |
| Sentry Investment Management LLC | 5,142 | $399.0K | 0.18% | +5,142 | New |
| WealthTrust Axiom LLC | 5,138 | $398.5K | 0.13% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 5,128 | $397.8K | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,111 | $396.5K | 0.04% | −1,588−23.7% | Reduced |
| Carolinas Wealth Consulting LLC | 5,097 | $395.4K | 0.08% | +3,913+330.5% | Added |
| Sigma Investment Counselors Inc | 5,089 | $394.8K | 0.02% | +11+0.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $393.0K | 0.09% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,063 | $392.7K | 0.12% | −51−1.0% | Reduced |
| REDW Wealth LLC | 5,057 | $392.3K | 0.10% | +40+0.8% | Added |
| Significant Wealth Partners LLC | 5,056 | $392.2K | 0.22% | −3,924−43.7% | Reduced |
| RB Capital Management, LLC | 5,037 | $390.7K | 0.10% | −134−2.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,024 | $389.7K | 0.11% | +1,450+40.6% | Added |
| Chaney Capital Management, Inc. | 5,018 | $389.2K | 0.26% | 00.0% | Unchanged |
| Scotia Capital Inc. | 5,017 | $389.2K | 0.00% | +522+11.6% | Added |
| Flagship Harbor Advisors, LLC | 5,016 | $389.1K | 0.02% | +229+4.8% | Added |
| Lee Danner & Bass Inc | 5,020 | $389.0K | 0.03% | +5,020 | New |
| Trust Co of Toledo NA | 5,011 | $388.7K | 0.06% | −775−13.4% | Reduced |
| United Capital Management of KS, Inc. | 5,009 | $388.6K | 0.09% | −390−7.2% | Reduced |
| Altus Wealth Group LLC | 4,994 | $387.3K | 0.19% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,991 | $387.2K | 0.04% | +1,027+25.9% | Added |
| Jentner Corp | 4,960 | $384.7K | 0.13% | +42+0.9% | Added |
| Godsey & Gibb Associates | 4,958 | $384.6K | 0.04% | +2,193+79.3% | Added |
| Keynote Financial Services LLC | 4,958 | $384.6K | 0.32% | 00.0% | Unchanged |
| Zhang Financial LLC | 4,948 | $383.8K | 0.03% | −43−0.9% | Reduced |
| Bullock Wealth Management Group | 4,984 | $383.8K | 0.25% | −56−1.1% | Reduced |
| Waldron Private Wealth LLC | 4,921 | $381.7K | 0.02% | +419+9.3% | Added |
| Triton Wealth Management, PLLC | 4,681 | $380.8K | 0.22% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,908 | $380.7K | 0.07% | +4,908 | New |
| ISAM Funds (UK) Ltd | 4,907 | $380.6K | 0.29% | +4,907 | New |
| CMG Global Holdings, LLC | 4,902 | $380.2K | 0.25% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 4,900 | $380.1K | 0.06% | −185−3.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,885 | $378.9K | 0.03% | +650+15.3% | Added |
| Fiduciary Financial Group, LLC | 4,669 | $378.7K | 0.09% | +4,669 | New |
| Key Client Fiduciary Advisors, LLC | 4,882 | $378.7K | 0.19% | −1,105−18.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,880 | $378.5K | 0.00% | −312−6.0% | Reduced |
| Lloyd Advisory Services, LLC. | 4,849 | $376.2K | 0.18% | +4,849 | New |
| Trilogy Capital Inc. | 4,812 | $373.3K | 0.02% | +356+8.0% | Added |
| Heritage Wealth Management, Inc. | 4,766 | $371.9K | 0.12% | +4,766 | New |
| Campion Asset Management LLC | 4,785 | $371.2K | 0.29% | −45−0.9% | Reduced |
| Washington Trust Co | 4,785 | $371.2K | 0.01% | 00.0% | Unchanged |