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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 345 | $26.8K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 330 | $25.6K | 0.02% | +330 | New |
| Morton Brown Family Wealth, LLC | 314 | $25.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 324 | $25.1K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 317 | $24.6K | 0.01% | +5+1.6% | Added |
| Trivant Custom Portfolio Group, LLC | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $23.3K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 300 | $23.3K | 0.01% | +300 | New |
| Pin Oak Investment Advisors Inc | 300 | $23.0K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 295 | $22.9K | 0.01% | +16+5.7% | Added |
| Kelly Financial Services LLC | 295 | $22.9K | 0.01% | +3+1.0% | Added |
| CBIZ Investment Advisory Services, LLC | 284 | $22.1K | 0.00% | +1+0.4% | Added |
| Fairfield Financial Advisors, LTD | 280 | $21.7K | 0.01% | +280 | New |
| McMahon Financial Advisors, LLC | 264 | $20.5K | 0.00% | +264 | New |
| Chilton Capital Management LLC | 261 | $20.2K | 0.00% | −77−22.8% | Reduced |
| Key Financial Inc | 256 | $19.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 256 | $19.9K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $19.4K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $19.4K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $19.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 244 | $18.9K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 238 | $18.5K | 0.00% | −117−33.0% | Reduced |
| WFA Asset Management Corp | 232 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 225 | $17.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 224 | $17.4K | 0.01% | +2+0.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 214 | $16.6K | 0.01% | −100−31.8% | Reduced |
| Winch Advisory Services, LLC | 214 | $16.6K | 0.00% | −69−24.4% | Reduced |
| Logan Capital Management Inc | 210 | $16.3K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 204 | $15.8K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 204 | $15.8K | 0.01% | +204 | New |
| Emfo, LLC | 200 | $15.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 198 | $15.4K | 0.01% | −15−7.0% | Reduced |
| Cyrus J. Lawrence, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 190 | $14.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 185 | $14.4K | 0.01% | +1+0.5% | Added |
| Fairscale Capital, LLC | 162 | $13.1K | 0.01% | +162 | New |
| Avion Wealth | 169 | $13.0K | 0.00% | −796−82.5% | Reduced |
| Private Wealth Management Group, LLC | 160 | $12.4K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 156 | $12.0K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $11.6K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 150 | $11.6K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 140 | $10.9K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 121 | $9.39K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 116 | $9.00K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 115 | $8.90K | 0.01% | +1+0.9% | Added |
| Aspect Partners, LLC | 114 | $8.84K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 113 | $8.77K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 105 | $8.14K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 105 | $8.14K | 0.00% | +105 | New |
| Wellington Shields Capital Management, LLC | 104 | $8.07K | 0.00% | +1+1.0% | Added |
| Criterion Capital Advisors, LLC | 101 | $7.86K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 100 | $7.76K | 0.01% | −30−23.1% | Reduced |
| Financial Freedom, LLC | 100 | $7.76K | 0.00% | −9−8.3% | Reduced |
| Pineridge Advisors LLC | 100 | $7.76K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 100 | $7.76K | 0.00% | +100 | New |
| Creekmur Asset Management LLC | 97 | $7.50K | 0.00% | +31+47.0% | Added |
| NewSquare Capital LLC | 1,581 | $7.48K | 0.00% | −100−5.9% | Reduced |
| Penserra Capital Management LLC | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 73 | $6.10K | 0.00% | +1+1.4% | Added |
| MeadowBrook Investment Advisors LLC | 75 | $5.82K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 61 | $4.74K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 60 | $4.65K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 58 | $4.50K | 0.00% | +58 | New |
| Abich Financial Wealth Management LLC | 49 | $3.82K | 0.00% | +49 | New |
| Unique Wealth Strategies, LLC | 52 | $3.73K | 0.00% | +52 | New |
| Atlas Capital Advisors LLC | 47 | $3.65K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 47 | $3.65K | 0.00% | +47 | New |
| Custom Portfolio Group LLC | 45 | $3.49K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 43 | $3.34K | 0.00% | +43 | New |
| Ridgewood Investments LLC | 35 | $2.71K | 0.00% | +35 | New |
| PayPay Securities Corp | 31 | $2.40K | 0.20% | −6−16.2% | Reduced |
| Hollencrest Capital Management | 30 | $2.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 28 | $2.17K | 0.00% | +7+33.3% | Added |
| New Millennium Group LLC | 27 | $2.09K | 0.00% | +27 | New |
| Trifecta Capital Advisors, LLC | 23 | $1.78K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 21 | $1.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.47K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 16 | $1.24K | 0.00% | −1−5.9% | Reduced |
| Sofos Investments, Inc. | 15 | $1.16K | 0.00% | −2,442−99.4% | Reduced |
| Orion Capital Management LLC | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 11 | $854 | 0.00% | −4−26.7% | Reduced |
| Delos Wealth Advisors, LLC | 10 | $776 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $388 | 0.00% | −10−66.7% | Reduced |
| Y.D. More Investments Ltd | 284 | $59 | 0.00% | +284 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −634,329−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −613,265−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −607,651−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −276,233−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −225,441−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −150,300−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −109,438−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −84,477−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −79,978−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −78,438−100.0% | Sold out |
| Peconic Partners LLC | 0 | $0 | 0.00% | −76,819−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |