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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ2 2024: 1,888 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ2 2024: $56.8B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2024.

Institutions holding SO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
North Star Asset Management Inc2,826$219.2K0.01%−300−9.6%Reduced
Motco2,825$219.1K0.01%+20+0.7%Added
Investment Advisory Services Inc2,822$218.9K0.08%+2,822New
Opinicus Capital, Inc.2,812$218.2K0.18%+2,812New
HBW Advisory Services LLC2,809$217.9K0.04%+2,809New
Finer Wealth Management, Inc.2,808$217.8K0.14%00.0%Unchanged
V-Square Quantitative Management LLC2,807$217.7K0.04%−2,032−42.0%Reduced
Alera Investment Advisors, LLC2,803$217.4K0.03%+2,803New
Peoples Bank2,800$217.2K0.17%00.0%Unchanged
United Advisor Group, LLC2,795$216.8K0.07%+2,795New
Catalyst Financial Partners LLC2,779$215.6K0.05%+2,779New
Pine Haven Investment Counsel, Inc2,773$215.1K0.18%+2,773New
Argus Investors' Counsel, Inc.2,747$213.1K0.13%+2,747New
Warwick Investment Management, Inc.2,747$213.1K0.05%+2,747New
Sivia Capital Partners, LLC2,740$212.5K0.14%+2,740New
Glassy Mountain Advisors, Inc.2,729$211.7K0.08%+2,729New
Robinson Smith Wealth Advisors LLC2,727$211.5K0.19%+2,727New
Pavion Blue Capital, LLC2,715$210.6K0.10%+2,715New
Birchcreek Wealth Management, LLC2,715$210.6K0.12%+2,715New
Gen-Wealth Partners Inc2,713$210.4K0.10%−1,394−33.9%Reduced
MBE Wealth Management, LLC2,706$209.9K0.13%+2,706New
Fayez Sarofim & Co2,700$209.4K0.00%+2,700New
Vista Investment Partners LLC2,700$209.4K0.07%+2,700New
Bright Futures Wealth Management, LLC.2,360$209.0K0.11%+2,360New
NorthStar Asset Management LLC2,693$208.9K0.14%+2,693New
Horan Securities, Inc.2,693$208.9K0.09%+2,693New
Alexander Labrunerie & Co., Inc.2,690$208.7K0.11%+2,690New
PYA Waltman Capital, LLC2,676$207.6K0.08%+2,676New
Taylor Hoffman Wealth Management2,693$207.4K0.08%+2,693New
Chickasaw Capital Management LLC2,652$206.0K0.01%+2,652New
Zevin Asset Management LLC2,650$206.0K0.03%+2,650New
Schmidt P J Investment Management Inc2,655$205.9K0.04%+2,655New
Y-Intercept (Hong Kong) Ltd2,650$205.6K0.01%+2,650New
Annis Gardner Whiting Capital Advisors, LLC2,647$205.3K0.06%+93+3.6%Added
Curran Financial Partners, LLC2,639$204.7K0.07%+2,639New
Rodgers & Associates, LTD2,639$204.7K0.03%+2,639New
Ironwood Investment Counsel, LLC2,624$203.6K0.04%+2,624New
Aveo Capital Partners, LLC2,621$203.3K0.02%−554−17.4%Reduced
Fortis Capital Advisors, LLC2,617$203.0K0.07%+2,617New
Nova R Wealth, Inc.2,610$202.5K0.10%+2,610New
Laffer Tengler Investments2,600$201.7K0.04%00.0%Unchanged
Private Wealth Partners, LLC2,600$201.7K0.02%+2,600New
Northeast Investment Management2,597$201.4K0.01%+2,597New
Providence First Trust Co2,594$201.2K0.09%+2,594New
Soltis Investment Advisors LLC2,592$201.1K0.02%+2,592New
AlphaMark Advisors, LLC2,589$201.0K0.07%00.0%Unchanged
Howland Capital Management LLC2,579$200.1K0.01%+2,579New
Founders Financial Alliance, LLC2,545$197.4K0.06%+2,545New
Stephens Consulting, LLC2,481$192.5K0.05%+102+4.3%Added
Tompkins Financial Corp2,455$190.4K0.02%−29−1.2%Reduced
Westside Investment Management, Inc.2,453$190.3K0.04%00.0%Unchanged
Parkside Financial Bank & Trust2,421$187.8K0.03%−148−5.8%Reduced
Whittier Trust Co of Nevada Inc2,418$187.5K0.01%+1,242+105.6%Added
West Paces Advisors Inc.2,412$187.1K0.05%−400−14.2%Reduced
Northwest Bank & Trust Co2,406$186.6K0.16%00.0%Unchanged
Essex Investment Management Co LLC2,400$186.2K0.03%00.0%Unchanged
WR Wealth Planners, LLC2,383$184.8K0.06%−63−2.6%Reduced
William B. Walkup & Associates, Inc.2,358$182.9K0.12%+2,358New
ICA Group Wealth Management, LLC2,346$181.9K0.11%−9,918−80.9%Reduced
Ransom Advisory, Ltd2,266$175.8K0.09%00.0%Unchanged
Chelsea Counsel Co2,255$174.9K0.09%00.0%Unchanged
Cornerstone Planning Group LLC1,990$172.2K0.05%+1,328+200.6%Added
Camelot Portfolios, LLC2,200$170.7K0.10%+2,200New
Salomon & Ludwin, LLC2,175$168.7K0.02%−1,334−38.0%Reduced
Foster Dykema Cabot & Partners, LLC2,155$167.2K0.01%00.0%Unchanged
Legacy Bridge, LLC2,151$166.9K0.10%00.0%Unchanged
DT Investment Partners, LLC2,080$161.3K0.01%00.0%Unchanged
Indiana Trust & Investment Management CO2,060$159.8K0.06%00.0%Unchanged
Acadian Asset Management LLC2,060$159.0K0.00%−1,141−35.6%Reduced
Clear Investment Research, LLC2,015$156.3K0.20%−5−0.2%Reduced
Continuum Advisory, LLC2,011$156.0K0.02%+5+0.2%Added
CVA Family Office, LLC2,009$155.8K0.03%+63+3.2%Added
TFC Financial Management1,998$155.0K0.03%+10+0.5%Added
Jackson, Grant Investment Advisers, Inc.1,987$154.1K0.06%+17+0.9%Added
Harbor Investment Advisory, LLC1,945$150.9K0.02%−354−15.4%Reduced
PFG Private Wealth Management, LLC1,934$150.0K0.09%+1+0.1%Added
Smithfield Trust Co1,915$149.0K0.01%−113−5.6%Reduced
Redwood Wealth Management Group, LLC1,917$148.7K0.11%+1,917New
Catalyst Funds Management Pty Ltd1,900$147.4K0.04%−1,000−34.5%Reduced
MCF Advisors LLC1,891$146.7K0.01%00.0%Unchanged
Riverview Trust Co1,867$144.8K0.14%00.0%Unchanged
Manchester Capital Management LLC1,837$142.5K0.02%+185+11.2%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,814$140.8K0.01%−951−34.4%Reduced
American National Bank1,806$140.1K0.02%+774+75.0%Added
Silvant Capital Management LLC1,727$134.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp1,716$133.1K0.02%+4+0.2%Added
Community Bank, N.A.1,700$131.9K0.02%−50−2.9%Reduced
MV Capital Management, Inc.1,654$128.3K0.01%+21+1.3%Added
Deseret Mutual Benefit Administrators1,648$127.8K0.06%+87+5.6%Added
First Foundation Advisors1,637$127.0K0.00%+715+77.5%Added
Olistico Wealth, LLC1,600$124.1K0.08%+1,600New
Householder Group Estate & Retirement Specialist, LLC1,588$123.0K0.03%00.0%Unchanged
S.A. Mason LLC1,583$122.8K0.07%00.0%Unchanged
Hobbs Group Advisors, LLC1,553$120.5K0.05%+1,553New
Slocum, Gordon & Co LLP1,534$119.0K0.09%00.0%Unchanged
Acima Private Wealth, LLC1,500$116.4K0.04%00.0%Unchanged
Bogart Wealth, LLC1,468$113.9K0.01%+2+0.1%Added
Financial Management Professionals, Inc.1,453$113.0K0.02%−2,987−67.3%Reduced
Mark Sheptoff Financial Planning, LLC1,450$112.5K0.06%00.0%Unchanged
Colonial Trust Co1,443$111.9K0.02%−42−2.8%Reduced