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 |
|---|---|---|---|---|---|
| Paces Ferry Wealth Advisors, LLC | 4,007 | $310.8K | 0.19% | −190−4.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,004 | $310.6K | 0.05% | +322+8.7% | Added |
| Blueprint Investment Partners LLC | 4,003 | $310.5K | 0.07% | +4,003 | New |
| Elmwood Wealth Management, Inc. | 4,000 | $310.3K | 0.14% | −693−14.8% | Reduced |
| Fulcrum Equity Management | 3,992 | $309.7K | 0.28% | +864+27.6% | Added |
| LCM Capital Management Inc | 3,974 | $308.3K | 0.19% | −30−0.7% | Reduced |
| Altus Wealth Management, LLC | 3,973 | $308.2K | 0.15% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,949 | $306.4K | 0.01% | −176−4.3% | Reduced |
| Byrne Asset Management LLC | – | $306.3K | 0.22% | – | – |
| Altfest L J & Co Inc | 3,950 | $306.0K | 0.04% | −678−14.6% | Reduced |
| Ausdal Financial Partners, Inc. | 3,943 | $305.9K | 0.03% | +44+1.1% | Added |
| Tobam | 3,929 | $305.0K | 0.05% | +200+5.4% | Added |
| Bourne Lent Asset Management Inc | 3,931 | $304.9K | 0.12% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 3,930 | $304.8K | 0.23% | +20+0.5% | Added |
| Laurion Capital Management LP | 3,926 | $304.5K | 0.01% | +3,926 | New |
| Guardian Investment Management | 3,910 | $303.3K | 0.22% | −10,000−71.9% | Reduced |
| Coppell Advisory Solutions LLC | 3,908 | $303.2K | 0.05% | +3,908 | New |
| Plancorp, LLC | 3,908 | $303.2K | 0.01% | +74+1.9% | Added |
| Latitude Advisors, LLC | 3,907 | $303.1K | 0.19% | +355+10.0% | Added |
| Drive Wealth Management, LLC | 3,907 | $303.1K | 0.08% | +448+13.0% | Added |
| Alaethes Wealth LLC | 3,905 | $302.9K | 0.13% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,900 | $302.5K | 0.01% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,900 | $302.5K | 0.12% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,891 | $301.8K | 0.02% | +1,078+38.3% | Added |
| BLB&B Advisors, LLC | 3,888 | $301.6K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,880 | $301.0K | 0.17% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,879 | $300.9K | 0.19% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,874 | $300.5K | 0.03% | −9−0.2% | Reduced |
| Retirement Income Solutions, Inc | 3,873 | $300.4K | 0.07% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,871 | $300.3K | 0.06% | +3,871 | New |
| Fusion Capital, LLC | 3,866 | $299.9K | 0.14% | −663−14.6% | Reduced |
| Financial Security Advisor, Inc. | 3,863 | $299.7K | 0.10% | +16+0.4% | Added |
| Narwhal Capital Management | 3,859 | $299.3K | 0.03% | +3,859 | New |
| Cabot Wealth Management Inc | 3,855 | $299.0K | 0.04% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,853 | $298.9K | 0.19% | −1,018−20.9% | Reduced |
| Mirabella Financial Services LLP | 3,850 | $298.6K | 0.02% | +3,850 | New |
| FLC Capital Advisors | 3,840 | $297.9K | 0.07% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 3,830 | $297.1K | 0.18% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 3,828 | $296.9K | 0.09% | +3,828 | New |
| Drake & Associates, LLC | 3,823 | $296.6K | 0.11% | +169+4.6% | Added |
| Brass Tax Wealth Management, Inc | 3,823 | $296.6K | 0.06% | +3,823 | New |
| O'Brien Greene & Co. Inc | 3,821 | $296.4K | 0.09% | +71+1.9% | Added |
| Enterprise Financial Services Corp | 3,814 | $295.9K | 0.18% | −584−13.3% | Reduced |
| Meridian Investment Counsel Inc. | 3,802 | $294.9K | 0.09% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,790 | $294.0K | 0.15% | +59+1.6% | Added |
| Brown, Lisle/Cummings, Inc. | 3,778 | $293.1K | 0.10% | +1,244+49.1% | Added |
| Fulton Breakefield Broenniman LLC | 3,778 | $293.1K | 0.02% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 3,775 | $292.8K | 0.09% | +3,775 | New |
| JJJ Advisors Inc. | 3,745 | $290.5K | 0.06% | −12−0.3% | Reduced |
| Ardent Capital Management, Inc. | 3,739 | $290.0K | 0.14% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,733 | $289.6K | 0.15% | −113−2.9% | Reduced |
| Willis Investment Counsel | 3,717 | $288.3K | 0.02% | 00.0% | Unchanged |
| King Wealth | 3,709 | $288.0K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,707 | $287.6K | 0.17% | −98−2.6% | Reduced |
| KRS Capital Management, LLC | 3,697 | $286.8K | 0.21% | −43−1.1% | Reduced |
| Kingdom Financial Group LLC. | 3,684 | $285.8K | 0.19% | −266−6.7% | Reduced |
| MidWestOne Financial Group, Inc. | 3,672 | $284.8K | 0.05% | +65+1.8% | Added |
| Woodard & Co Asset Management Group Inc | 3,670 | $284.7K | 0.07% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,661 | $284.0K | 0.06% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,655 | $283.5K | 0.09% | −17−0.5% | Reduced |
| MBM Wealth Consultants, LLC | 3,611 | $282.1K | 0.10% | +10.0% | Added |
| CBOE Vest Financial, LLC | 3,634 | $281.9K | 0.01% | −76−2.0% | Reduced |
| Trinity Financial Advisors LLC | 3,624 | $281.1K | 0.13% | −722−16.6% | Reduced |
| Geller Advisors LLC | 3,620 | $280.8K | 0.02% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 3,600 | $279.3K | 0.08% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,574 | $279.0K | 0.00% | +3,574 | New |
| Royal Fund Management, LLC | 3,589 | $278.4K | 0.04% | −1,889−34.5% | Reduced |
| Klingman & Associates, LLC | 3,587 | $278.2K | 0.02% | −174−4.6% | Reduced |
| Gateway Investment Advisers LLC | 3,577 | $277.5K | 0.00% | −23−0.6% | Reduced |
| Bank of New Hampshire | 3,568 | $276.8K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,566 | $276.6K | 0.00% | −1,200−25.2% | Reduced |
| Glass Wealth Management Co LLC | 3,565 | $276.5K | 0.16% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 3,561 | $276.2K | 0.13% | +2+0.1% | Added |
| Syntegra Private Wealth Group, LLC | 3,546 | $275.1K | 0.03% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,542 | $274.8K | 0.08% | +525+17.4% | Added |
| First Citizens Financial Corp | 3,527 | $273.6K | 0.16% | −230−6.1% | Reduced |
| Rainey & Randall Investment Management Inc. | 3,506 | $272.0K | 0.06% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,504 | $271.8K | 0.11% | −42−1.2% | Reduced |
| St. Louis Trust Co | 3,500 | $271.5K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,498 | $271.4K | 0.02% | +2,154+160.3% | Added |
| Banque Cantonale Vaudoise | 3,484 | $271.0K | 0.01% | +3,484 | New |
| Platform Technology Partners | 3,485 | $270.3K | 0.09% | +3,485 | New |
| Stonebridge Capital Advisors LLC | 3,463 | $268.6K | 0.02% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 3,450 | $267.6K | 0.37% | −417−10.8% | Reduced |
| Wedgewood Investors Inc | 3,450 | $267.6K | 0.32% | +3,450 | New |
| Beaird Harris Wealth Management, LLC | 3,449 | $267.5K | 0.03% | +251+7.8% | Added |
| Westwood Holdings Group Inc. | 3,444 | $267.2K | 0.00% | −6−0.2% | Reduced |
| Congress Wealth Management LLC | 3,440 | $266.8K | 0.00% | −135−3.8% | Reduced |
| Keebeck Wealth Management, LLC | 3,434 | $266.4K | 0.04% | +243+7.6% | Added |
| Allstate Corp | 3,431 | $266.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,423 | $265.5K | 0.06% | +299+9.6% | Added |
| Aspen Grove Capital, LLC | 3,420 | $265.4K | 0.06% | +2+0.1% | Added |
| Old Second National Bank of Aurora | 3,408 | $264.4K | 0.07% | 00.0% | Unchanged |
| Family Asset Management, LLC | 3,402 | $263.9K | 0.17% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,394 | $263.3K | 0.21% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,389 | $262.9K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,386 | $262.7K | 0.02% | +449+15.3% | Added |
| CenterStar Asset Management, LLC | 3,387 | $262.3K | 0.39% | +3,387 | New |
| Worth Asset Management, LLC | 3,372 | $261.6K | 0.16% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 3,365 | $261.0K | 0.18% | 00.0% | Unchanged |