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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 4,785 | $371.2K | 0.17% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 4,767 | $369.8K | 0.17% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,785 | $368.4K | 0.11% | +63+1.3% | Added |
| Tranquility Partners, LLC | 4,746 | $368.1K | 0.14% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,700 | $367.2K | 0.18% | −375−7.4% | Reduced |
| Cornerstone Wealth Management, LLC | 4,714 | $365.7K | 0.03% | −892−15.9% | Reduced |
| Boston Research & Management Inc | 4,710 | $365.0K | 0.09% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,702 | $364.8K | 0.03% | +34+0.7% | Added |
| FineMark National Bank & Trust | 4,702 | $364.7K | 0.01% | +40+0.9% | Added |
| Argent Advisors, Inc. | 4,687 | $363.6K | 0.14% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,678 | $362.9K | 0.09% | −252−5.1% | Reduced |
| McGowan Group Asset Management, Inc. | 4,677 | $362.8K | 0.05% | +45+1.0% | Added |
| Bedel Financial Consulting, Inc. | 4,660 | $361.4K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 4,659 | $361.4K | 0.03% | −1,348−22.4% | Reduced |
| EWG Elevate Inc. | 4,655 | $361.1K | 0.13% | +632+15.7% | Added |
| Thomas Story & Son LLC | 4,650 | $361.0K | 0.16% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,650 | $360.7K | 0.10% | −178−3.7% | Reduced |
| Independence Bank of Kentucky | 4,640 | $359.9K | 0.10% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4,639 | $359.8K | 0.03% | +1,374+42.1% | Added |
| Meridian Financial, LLC | 4,627 | $358.9K | 0.26% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,625 | $358.8K | 0.01% | +300+6.9% | Added |
| Camden Capital, LLC | 4,619 | $358.3K | 0.03% | −150−3.1% | Reduced |
| Duncker Streett & Co Inc | 4,615 | $358.0K | 0.07% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 4,612 | $357.8K | 0.03% | −359−7.2% | Reduced |
| Aaron Wealth Advisors | 4,601 | $356.9K | 0.05% | +1,276+38.4% | Added |
| Violich Capital Management, Inc. | 4,595 | $356.0K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,585 | $355.7K | 0.02% | +740+19.2% | Added |
| Madison Park Capital Advisors, LLC | 4,578 | $355.2K | 0.30% | +4+0.1% | Added |
| GHP Investment Advisors, Inc. | 4,555 | $353.3K | 0.02% | +55+1.2% | Added |
| Hummer Financial Advisory Services Inc | 4,550 | $352.9K | 0.31% | −300−6.2% | Reduced |
| CSM Advisors, LLC | 4,526 | $351.0K | 0.02% | −100−2.2% | Reduced |
| NSI Retail Advisors, LLC | 4,526 | $351.0K | 0.06% | −100−2.2% | Reduced |
| Smith Anglin Financial, LLC | 4,499 | $349.0K | 0.04% | −665−12.9% | Reduced |
| Capital Investment Counsel, Inc | 4,497 | $348.8K | 0.05% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,481 | $347.6K | 0.10% | −3,439−43.4% | Reduced |
| Semmax Financial Advisors Inc. | 3,980 | $347.1K | 0.10% | +32+0.8% | Added |
| FDx Advisors, Inc. | 4,473 | $347.0K | 0.10% | −1,269−22.1% | Reduced |
| Veracity Capital LLC | 4,471 | $346.8K | 0.14% | +14+0.3% | Added |
| Callan Family Office, LLC | 4,463 | $346.2K | 0.07% | +4,463 | New |
| Dorsey & Whitney Trust CO LLC | 4,462 | $346.1K | 0.02% | +364+8.9% | Added |
| Hanson & Doremus Investment Management | 4,461 | $346.0K | 0.06% | 00.0% | Unchanged |
| Investment House LLC | 4,455 | $345.6K | 0.02% | +3+0.1% | Added |
| Tucker Asset Management LLC | 4,454 | $345.5K | 0.08% | −1,216−21.4% | Reduced |
| Davis R M Inc | 4,452 | $345.3K | 0.01% | +799+21.9% | Added |
| Live Oak Private Wealth LLC | 4,449 | $345.1K | 0.06% | +613+16.0% | Added |
| J. L. Bainbridge & Co., Inc. | 4,441 | $344.5K | 0.03% | +16+0.4% | Added |
| SNS Financial Group, LLC | 4,437 | $344.1K | 0.04% | +43+1.0% | Added |
| Bey-Douglas LLC | 4,298 | $344.1K | 0.32% | +14+0.3% | Added |
| Austin Private Wealth, LLC | 4,432 | $343.8K | 0.04% | +441+11.0% | Added |
| Thompson Investment Management, Inc. | 4,424 | $343.2K | 0.05% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,417 | $342.6K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,404 | $341.6K | 0.01% | +204+4.9% | Added |
| CTC Alternative Strategies, Ltd. | 4,398 | $341.2K | 0.14% | +4,398 | New |
| Wealthspan Partners, LLC | 4,382 | $339.9K | 0.19% | +3+0.1% | Added |
| TCI Wealth Advisors, Inc. | 4,380 | $339.8K | 0.03% | −112−2.5% | Reduced |
| Seelaus Asset Management LLC | 4,363 | $338.4K | 0.34% | −150−3.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,346 | $337.1K | 0.11% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,321 | $335.2K | 0.10% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 4,310 | $334.3K | 0.13% | −352−7.6% | Reduced |
| Trust Co of the South | 4,309 | $334.2K | 0.08% | −81−1.8% | Reduced |
| Longview Financial Advisors, Inc. | 4,304 | $333.9K | 0.25% | +4+0.1% | Added |
| Ascension Asset Management LLC | 4,302 | $333.7K | 0.17% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 4,289 | $333.0K | 0.01% | +221+5.4% | Added |
| Walkner Condon Financial Advisors LLC | 4,291 | $332.8K | 0.07% | +4,291 | New |
| Inscription Capital, LLC | 4,282 | $332.2K | 0.05% | +4+0.1% | Added |
| St Germain D J Co Inc | 4,270 | $331.2K | 0.02% | −1,311−23.5% | Reduced |
| AlphaStar Capital Management, LLC | 4,248 | $329.5K | 0.03% | +953+28.9% | Added |
| Round Rock Advisors, LLC | 4,246 | $329.3K | 0.08% | +125+3.0% | Added |
| Aigen Investment Management, LP | 4,234 | $328.4K | 0.06% | −14,062−76.9% | Reduced |
| Institute for Wealth Management, LLC. | 4,220 | $327.3K | 0.04% | +25+0.6% | Added |
| Appleton Partners Inc | 4,220 | $327.0K | 0.03% | −136−3.1% | Reduced |
| Peak Asset Management, LLC | 4,210 | $326.6K | 0.06% | −100−2.3% | Reduced |
| Gentry Private Wealth, LLC | 4,205 | $326.2K | 0.29% | +4,205 | New |
| Moss Adams Wealth Advisors LLC | 4,203 | $326.0K | 0.05% | +613+17.1% | Added |
| Hall Capital Management Co Inc | 4,203 | $326.0K | 0.16% | −45−1.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 4,190 | $325.0K | 0.19% | +4,190 | New |
| Marex Group plc | 4,190 | $325.0K | 0.01% | +4,190 | New |
| L2 Asset Management, LLC | 4,178 | $324.1K | 0.10% | +337+8.8% | Added |
| Syverson Strege & Co | 4,177 | $324.0K | 0.11% | +35+0.8% | Added |
| Valued Retirements, Inc. | 4,169 | $323.4K | 0.49% | −2,036−32.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,162 | $322.8K | 0.03% | −340−7.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,143 | $321.4K | 0.15% | −1,070−20.5% | Reduced |
| Financial Engines Advisors L.L.C. | 4,138 | $321.0K | 0.00% | +674+19.5% | Added |
| Plante Moran Financial Advisors, LLC | 4,136 | $320.8K | 0.03% | −87−2.1% | Reduced |
| Willis Johnson & Associates, Inc. | 4,129 | $320.3K | 0.03% | +15+0.4% | Added |
| 1st Source Bank | 4,129 | $320.3K | 0.02% | +10+0.2% | Added |
| Johnson Financial Group, Inc. | 4,127 | $320.1K | 0.02% | −701−14.5% | Reduced |
| Patriot Investment Management Inc. | 4,110 | $318.8K | 0.02% | −567−12.1% | Reduced |
| Coastline Trust Co | 4,084 | $316.8K | 0.04% | −300−6.8% | Reduced |
| American State Bank (Iowa) | 4,081 | $316.6K | 0.20% | +227+5.9% | Added |
| ASB Consultores, LLC | 4,078 | $316.3K | 0.11% | +20+0.5% | Added |
| TRUE Private Wealth Advisors | 4,074 | $316.0K | 0.04% | −52−1.3% | Reduced |
| Values First Advisors, Inc. | 4,068 | $315.5K | 0.19% | +661+19.4% | Added |
| Wrapmanager Inc | 4,067 | $315.5K | 0.09% | −1,425−25.9% | Reduced |
| Flaharty Asset Management, LLC | 4,051 | $314.2K | 0.05% | +401+11.0% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $314.2K | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,047 | $313.9K | 0.09% | +579+16.7% | Added |
| Apexium Financial, LP | 4,042 | $313.5K | 0.02% | +572+16.5% | Added |
| Fagan Associates, Inc. | 4,011 | $311.2K | 0.05% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 4,019 | $311.0K | 0.18% | +97+2.5% | Added |