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 |
|---|---|---|---|---|---|
| Satovsky Asset Management LLC | 3,363 | $260.9K | 0.06% | +30+0.9% | Added |
| Plato Investment Management Ltd | 3,358 | $260.5K | 0.02% | −264−7.3% | Reduced |
| Zullo Investment Group, Inc. | 3,357 | $260.5K | 0.11% | −169−4.8% | Reduced |
| DF Dent & Co Inc | 3,356 | $260.3K | 0.00% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,354 | $260.0K | 0.10% | +60+1.8% | Added |
| Vise Technologies, Inc. | 3,349 | $259.8K | 0.05% | −47−1.4% | Reduced |
| WMS Partners, LLC | 3,340 | $259.1K | 0.02% | +186+5.9% | Added |
| Marcum Wealth, LLC | 3,328 | $258.2K | 0.03% | −99−2.9% | Reduced |
| Barlow Wealth Partners, Inc. | 3,120 | $257.9K | 0.04% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,315 | $257.2K | 0.04% | +323+10.8% | Added |
| Gradient Investments LLC | 3,309 | $256.7K | 0.01% | +143+4.5% | Added |
| Phillips Wealth Planners LLC | 3,267 | $256.2K | 0.27% | −345−9.6% | Reduced |
| Catalina Capital Group, LLC | 3,303 | $256.2K | 0.10% | +3,303 | New |
| Anchor Capital Advisors LLC | 3,300 | $256.0K | 0.01% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,296 | $255.7K | 0.12% | +77+2.4% | Added |
| Summit Wealth Partners, LLC | 3,290 | $255.2K | 0.05% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,287 | $255.0K | 0.02% | +283+9.4% | Added |
| Caisse de Depot Et Placement du Quebec | 3,287 | $255.0K | 0.00% | −115−3.4% | Reduced |
| Nadler Financial Group, Inc. | 3,275 | $254.0K | 0.03% | −34−1.0% | Reduced |
| Gilman Hill Asset Management, LLC | 3,256 | $252.6K | 0.05% | +141+4.5% | Added |
| Spirit of America Management Corp | 3,250 | $252.1K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,247 | $251.9K | 0.05% | +9+0.3% | Added |
| Sittner & Nelson, LLC | 3,246 | $251.8K | 0.12% | −1,000−23.6% | Reduced |
| WealthTrust Asset Management, LLC | 3,241 | $251.4K | 0.18% | +5+0.2% | Added |
| Quotient Wealth Partners, LLC | 3,241 | $251.4K | 0.01% | +396+13.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,096 | $251.1K | 0.00% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,236 | $251.0K | 0.24% | +400+14.1% | Added |
| Chesapeake Wealth Management | 3,233 | $250.8K | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 3,228 | $250.4K | 0.04% | −1,064−24.8% | Reduced |
| Athena Investment Management | 3,223 | $250.0K | 0.15% | −440−12.0% | Reduced |
| Sawyer & Company, Inc | 3,223 | $250.0K | 0.10% | −445−12.1% | Reduced |
| Saxony Capital Management, LLC | 3,222 | $249.9K | 0.27% | −26−0.8% | Reduced |
| Compass Wealth Management LLC | 3,220 | $249.8K | 0.06% | +650+25.3% | Added |
| Total Clarity Wealth Management, Inc. | 3,219 | $249.7K | 0.09% | +3,219 | New |
| Sompo Asset Management Co., Ltd. | 3,200 | $248.2K | 0.04% | +300+10.3% | Added |
| Crew Capital Management, Ltd. | 3,198 | $248.1K | 0.20% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 3,200 | $248.0K | 0.03% | 00.0% | Unchanged |
| NBW Capital LLC | 3,195 | $247.8K | 0.05% | −359−10.1% | Reduced |
| New Republic Capital, LLC | 3,193 | $247.7K | 0.12% | +14+0.4% | Added |
| Biltmore Wealth Management, LLC | 3,187 | $247.2K | 0.11% | +5+0.2% | Added |
| Cedar Mountain Advisors, LLC | 3,185 | $247.0K | 0.06% | +29+0.9% | Added |
| Searcy Financial Services Inc | 3,180 | $246.7K | 0.12% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,163 | $245.4K | 0.03% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 3,162 | $245.3K | 0.08% | +3,162 | New |
| First Financial Bankshares Inc | 3,158 | $245.0K | 0.01% | −1,079−25.5% | Reduced |
| Investment Planning Advisors, Inc. | 3,156 | $244.8K | 0.12% | +3,156 | New |
| OmniStar Financial Group, Inc. | 3,151 | $244.4K | 0.22% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,147 | $244.1K | 0.03% | +90+2.9% | Added |
| PFC Capital Group, Inc. | 3,150 | $244.0K | 0.12% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,132 | $242.9K | 0.05% | −200−6.0% | Reduced |
| Stanley-Laman Group, Ltd. | 3,127 | $242.6K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,126 | $242.5K | 0.12% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,122 | $242.2K | 0.10% | +15+0.5% | Added |
| Princeton Global Asset Management LLC | 3,121 | $242.1K | 0.05% | +325+11.6% | Added |
| Accredited Investors Inc. | 3,121 | $242.1K | 0.02% | −237−7.1% | Reduced |
| Proficio Capital Partners LLC | 3,120 | $242.0K | 0.03% | −804−20.5% | Reduced |
| Cromwell Holdings LLC | 3,119 | $241.9K | 0.14% | +3,119 | New |
| New Hampshire Trust | 3,111 | $241.3K | 0.06% | −22−0.7% | Reduced |
| Brendel Financial Advisors LLC | 3,100 | $240.0K | 0.15% | +3,100 | New |
| Waterford Advisors, LLC | 3,091 | $239.8K | 0.10% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 3,084 | $239.3K | 0.11% | +78+2.6% | Added |
| Northwest Bancshares, Inc. | 3,078 | $238.8K | 0.04% | −1,059−25.6% | Reduced |
| Greenfield Savings Bank | 3,074 | $238.4K | 0.12% | +76+2.5% | Added |
| Maripau Wealth Management LLC | 3,069 | $238.0K | 0.16% | +143+4.9% | Added |
| Hoylecohen, LLC | 3,065 | $237.8K | 0.02% | −650−17.5% | Reduced |
| Gryphon Financial Partners LLC | 3,058 | $237.2K | 0.04% | +3,058 | New |
| Berkshire Asset Management LLC | 3,056 | $237.1K | 0.01% | +3,056 | New |
| Exchange Capital Management, Inc. | 3,056 | $237.1K | 0.04% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,042 | $236.0K | 0.00% | +75+2.5% | Added |
| KKM Financial LLC | 3,001 | $235.6K | 0.11% | 00.0% | Unchanged |
| Gerber, LLC | 3,035 | $235.4K | 0.19% | +72+2.4% | Added |
| Financial Partners Group, Inc | 3,029 | $234.9K | 0.04% | −1,402−31.6% | Reduced |
| Magnolia Wealth Management, LLC | 3,026 | $234.7K | 0.18% | −3,026−50.0% | Reduced |
| VeraBank, N.A. | 3,012 | $233.6K | 0.07% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,000 | $232.7K | 0.06% | −10.0% | Reduced |
| Asset Management Advisors, LLC | 3,000 | $232.7K | 0.18% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,000 | $232.7K | 0.16% | +3,000 | New |
| CRA Financial Services, LLC | 2,999 | $232.6K | 0.05% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,993 | $232.2K | 0.04% | −202−6.3% | Reduced |
| PDS Planning, Inc | 2,993 | $232.2K | 0.02% | +2,993 | New |
| Fiduciary Alliance LLC | 2,986 | $231.5K | 0.04% | −454−13.2% | Reduced |
| Gray Wealth Management Inc. | 2,980 | $231.2K | 0.10% | +4+0.1% | Added |
| ORG Partners LLC | 2,985 | $230.3K | 0.03% | +2,447+454.8% | Added |
| Berry Wealth Group, LP | 2,953 | $229.1K | 0.18% | −84−2.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,956 | $229.0K | 0.01% | +2,956 | New |
| YHB Investment Advisors, Inc. | 2,950 | $228.8K | 0.02% | +76+2.6% | Added |
| Ashton Thomas Securities, LLC | 2,910 | $227.7K | 0.06% | +2,910 | New |
| Luts & Greenleigh Group, Inc | 2,927 | $227.1K | 0.24% | +2,927 | New |
| Harvey Investment Co LLC | 2,926 | $227.0K | 0.03% | 00.0% | Unchanged |
| Univest Financial Corp | 2,926 | $227.0K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,922 | $226.7K | 0.01% | +2,922 | New |
| Financial Partners Group, LLC | 2,914 | $226.1K | 0.09% | +87+3.1% | Added |
| Truvestments Capital LLC | 2,888 | $224.0K | 0.09% | −133−4.4% | Reduced |
| Councilmark Asset Management, LLC | 2,883 | $223.6K | 0.16% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,879 | $223.3K | 0.02% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,874 | $223.0K | 0.03% | +2,874 | New |
| Wealthquest Corp | 2,865 | $222.2K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 2,851 | $221.2K | 0.24% | +2,851 | New |
| First Trust Investment Solutions L.P. | 2,843 | $220.5K | 0.03% | −72−2.5% | Reduced |
| Strategic Financial Services, Inc, | 2,839 | $220.2K | 0.01% | +2,839 | New |