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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 1,442 | $111.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,431 | $111.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,411 | $109.4K | 0.05% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,397 | $108.4K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,363 | $105.8K | 0.04% | +34+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,360 | $105.5K | 0.04% | −1,341−49.6% | Reduced |
| M&R Capital Management Inc | 1,350 | $104.7K | 0.02% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,304 | $101.2K | 0.02% | +1,304 | New |
| Main Street Group, LTD | 1,273 | $98.2K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,252 | $97.1K | 0.01% | −98−7.3% | Reduced |
| USA Financial Portformulas Corp | 1,224 | $94.9K | 0.02% | −388−24.1% | Reduced |
| Bruce G. Allen Investments, LLC | 1,219 | $94.6K | 0.08% | +440+56.5% | Added |
| Quintet Private Bank (Europe) S.A. | 1,051 | $93.2K | 0.01% | −688−39.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,200 | $93.1K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,182 | $91.7K | 0.02% | −247−17.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,138 | $88.3K | 0.01% | +9+0.8% | Added |
| LRI Investments, LLC | 1,123 | $87.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,122 | $87.0K | 0.04% | −142−11.2% | Reduced |
| Stone House Investment Management, LLC | 1,117 | $86.6K | 0.02% | +20+1.8% | Added |
| Capital Advisors, Ltd. LLC | 1,101 | $85.0K | 0.01% | −6−0.5% | Reduced |
| Trust Co | 1,093 | $84.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,070 | $83.0K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,055 | $82.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,048 | $81.3K | 0.04% | +3+0.3% | Added |
| American Capital Advisory, LLC | 1,150 | $80.6K | 0.06% | +1,000+666.7% | Added |
| Beacon Capital Management, LLC | 1,020 | $79.1K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 1,000 | $77.6K | 0.03% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,080 | $77.5K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 985 | $76.4K | 0.02% | +985 | New |
| Fortitude Family Office, LLC | 932 | $72.3K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 927 | $71.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 912 | $70.7K | 0.03% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 882 | $68.4K | 0.03% | −40−4.3% | Reduced |
| Addison Advisors LLC | 860 | $66.7K | 0.02% | −227−20.9% | Reduced |
| Opal Wealth Advisors, LLC | 852 | $66.1K | 0.02% | +852 | New |
| IAG Wealth Partners, LLC | 818 | $63.4K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 815 | $63.2K | 0.01% | −59−6.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 789 | $61.2K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 842 | $59.5K | 0.02% | +842 | New |
| Hazlett, Burt & Watson, Inc. | 758 | $59.0K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 751 | $58.3K | 0.04% | +197+35.6% | Added |
| CNB Bank | 744 | $57.7K | 0.03% | −34−4.4% | Reduced |
| Dunhill Financial, LLC | 725 | $56.2K | 0.03% | +445+158.9% | Added |
| HighMark Wealth Management LLC | 717 | $55.6K | 0.03% | +1+0.1% | Added |
| Barrett & Company, Inc. | 716 | $55.5K | 0.03% | −50−6.5% | Reduced |
| Canton Hathaway, LLC | 705 | $55.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 675 | $52.4K | 0.01% | −106−13.6% | Reduced |
| Friedenthal Financial | 675 | $52.4K | 0.03% | +675 | New |
| Western Pacific Wealth Management, LP | 671 | $52.0K | 0.04% | +1+0.1% | Added |
| Global Trust Asset Management, LLC | 663 | $51.4K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 650 | $50.4K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $50.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $49.6K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 628 | $48.7K | 0.01% | −50−7.4% | Reduced |
| Your Advocates Ltd., LLP | 600 | $46.6K | 0.02% | −50−7.7% | Reduced |
| Webster Bank, N. A. | 596 | $46.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 594 | $46.1K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 592 | $45.9K | 0.00% | −33−5.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 588 | $45.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 585 | $45.4K | 0.01% | +141+31.8% | Added |
| Cassady Schiller Wealth Management, LLC | 556 | $43.1K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 555 | $43.1K | 0.02% | −215−27.9% | Reduced |
| Central Pacific Bank - Trust Division | 553 | $42.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 546 | $42.4K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 545 | $42.3K | 0.01% | −41−7.0% | Reduced |
| Cedar Wealth Management, LLC | 545 | $42.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 540 | $41.9K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 537 | $41.7K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 531 | $41.0K | 0.01% | −40−7.0% | Reduced |
| Capital Analysts, LLC | 524 | $41.0K | 0.00% | +24+4.8% | Added |
| JFS Wealth Advisors, LLC | 520 | $40.3K | 0.00% | −7−1.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 508 | $39.4K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 506 | $39.3K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 504 | $39.1K | 0.01% | +504 | New |
| Atticus Wealth Management, LLC | 500 | $38.8K | 0.01% | −201−28.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $38.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $38.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 490 | $38.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 482 | $37.4K | 0.01% | +15+3.2% | Added |
| Sanctuary Wealth Management, L.L.C. | 477 | $37.0K | 0.03% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 474 | $36.8K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 450 | $35.0K | 0.02% | −1,555−77.6% | Reduced |
| Bell Investment Advisors, Inc | 450 | $34.9K | 0.01% | −6−1.3% | Reduced |
| WFA of San Diego, LLC | 450 | $34.9K | 0.03% | +450 | New |
| Northwest Capital Management Inc | 449 | $34.8K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 444 | $34.5K | 0.02% | +4+0.9% | Added |
| REAP Financial Group, LLC | 427 | $33.1K | 0.01% | −62−12.7% | Reduced |
| MB, Levis & Associates, LLC | 419 | $32.5K | 0.02% | +1+0.2% | Added |
| Perritt Capital Management Inc | 412 | $31.9K | 0.02% | +5+1.2% | Added |
| Operose Advisors LLC | 409 | $31.7K | 0.01% | −100−19.6% | Reduced |
| Spectrum Wealth Counsel, LLC | 403 | $31.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 373 | $31.1K | 0.01% | +90+31.8% | Added |
| First Community Trust NA | 400 | $31.0K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $31.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 376 | $29.2K | 0.00% | +276+276.0% | Added |
| West Branch Capital LLC | 372 | $28.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 366 | $28.0K | 0.00% | +37+11.2% | Added |
| Ritter Daniher Financial Advisory LLC | 350 | $27.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 346 | $27.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 347 | $26.9K | 0.02% | 00.0% | Unchanged |