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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 98,971 | $7.68M | 0.03% | +11,242+12.8% | Added |
| Avantax Advisory Services, Inc. | 97,707 | $7.58M | 0.05% | +11,644+13.5% | Added |
| Azimuth Capital Investment Management LLC | 97,291 | $7.55M | 0.31% | +2,412+2.5% | Added |
| QRG Capital Management, Inc. | 96,608 | $7.49M | 0.09% | +7,050+7.9% | Added |
| ARS Wealth Advisors Group, LLC | 95,294 | $7.39M | 0.96% | −1,441−1.5% | Reduced |
| JustInvest LLC | 95,450 | $7.37M | 0.14% | +15,807+19.8% | Added |
| Advocate Group LLC | 94,134 | $7.30M | 1.47% | −562−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 93,929 | $7.29M | 0.14% | +652+0.7% | Added |
| Insight Folios Inc | 93,896 | $7.28M | 2.99% | −245−0.3% | Reduced |
| IFG Advisory, LLC | 93,492 | $7.25M | 0.47% | +3,995+4.5% | Added |
| Gulf International Bank (UK) Ltd | 91,969 | $7.13M | 0.18% | −500−0.5% | Reduced |
| Thomasville National Bank | 90,971 | $7.06M | 0.57% | −541−0.6% | Reduced |
| Cornerstone Wealth Group, LLC | 90,706 | $7.04M | 0.63% | −78,287−46.3% | Reduced |
| Dynamic Advisor Solutions LLC | 90,597 | $7.03M | 0.22% | +8,814+10.8% | Added |
| Edgemoor Investment Advisors, Inc. | 90,205 | $7.00M | 0.65% | −1,710−1.9% | Reduced |
| Sagefield Capital LP | 89,211 | $6.92M | 0.73% | +47,414+113.4% | Added |
| Brookstone Capital Management | 84,229 | $6.88M | 0.11% | +4,815+6.1% | Added |
| United Capital Financial Advisers, LLC | 87,850 | $6.81M | 0.06% | −3,827−4.2% | Reduced |
| First PREMIER Bank | 87,664 | $6.80M | 1.82% | −1,591−1.8% | Reduced |
| Windle Wealth, LLC | 87,518 | $6.79M | 4.14% | −2,673−3.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 87,319 | $6.77M | 0.70% | −2,429−2.7% | Reduced |
| Massmutual Trust Co FSB | 86,751 | $6.73M | 0.20% | −346−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 86,129 | $6.68M | 0.06% | −2,512−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 85,541 | $6.64M | 0.07% | +2,070+2.5% | Added |
| TD Waterhouse Canada Inc. | 85,736 | $6.62M | 0.06% | +29,957+53.7% | Added |
| Aull & Monroe Investment Management Corp | 84,885 | $6.58M | 3.22% | −3,596−4.1% | Reduced |
| Maryland State Retirement & Pension System | 84,832 | $6.58M | 0.12% | 00.0% | Unchanged |
| KBC Group NV | 84,568 | $6.56M | 0.02% | +7,216+9.3% | Added |
| Strategic Financial Concepts, LLC | 232,075 | $6.55M | 0.02% | +232,075 | New |
| Chronos Wealth Management, LLC | 84,426 | $6.55M | 3.64% | +483+0.6% | Added |
| Mizuho Securities USA LLC | 84,311 | $6.54M | 0.14% | +84,311 | New |
| GLOBALT Investments LLC | 84,167 | $6.53M | 0.26% | −1,566−1.8% | Reduced |
| AE Wealth Management LLC | 82,848 | $6.43M | 0.06% | +27,397+49.4% | Added |
| King Luther Capital Management Corp | 82,600 | $6.41M | 0.03% | +2,275+2.8% | Added |
| Central Trust Co | 82,440 | $6.39M | 0.16% | −653−0.8% | Reduced |
| Kentucky Retirement Systems | 82,397 | $6.39M | 0.19% | −428−0.5% | Reduced |
| MainStreet Investment Advisors LLC | 82,239 | $6.38M | 0.78% | −3,964−4.6% | Reduced |
| Am Investment Strategies LLC | 81,888 | $6.35M | 1.57% | +233+0.3% | Added |
| Thrivent Financial for Lutherans | 81,144 | $6.29M | 0.01% | +5,380+7.1% | Added |
| Zions Bancorporation, N.A. | 80,811 | $6.27M | 0.50% | −16,552−17.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 80,572 | $6.25M | 0.36% | +1,411+1.8% | Added |
| Sky Investment Group LLC | 80,292 | $6.23M | 1.19% | −1,940−2.4% | Reduced |
| Cornerstone Advisors, LLC | 80,000 | $6.21M | 0.25% | −7,800−8.9% | Reduced |
| MBB Public Markets I LLC | 79,420 | $6.16M | 0.13% | +79,420 | New |
| Prospera Financial Services Inc | 79,191 | $6.14M | 0.17% | +1,027+1.3% | Added |
| Lido Advisors, LLC | 77,984 | $6.05M | 0.05% | −11,326−12.7% | Reduced |
| Trustmark National Bank Trust Department | 77,583 | $6.02M | 0.48% | +227+0.3% | Added |
| Old Point Trust & Financial Services N A | 77,373 | $6.00M | 2.33% | −3,053−3.8% | Reduced |
| Albion Financial Group | 77,299 | $6.00M | 0.45% | −639−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 77,153 | $5.98M | 0.20% | +27,143+54.3% | Added |
| Anchor Investment Management, LLC | 76,605 | $5.94M | 0.61% | −504−0.7% | Reduced |
| Glenmede Trust Co NA | 76,037 | $5.90M | 0.03% | +23,063+43.5% | Added |
| Carret Asset Management, LLC | 76,026 | $5.90M | 0.69% | −283−0.4% | Reduced |
| Assenagon Asset Management S.A. | 75,997 | $5.90M | 0.01% | −129,644−63.0% | Reduced |
| Telos Capital Management, Inc. | 75,116 | $5.83M | 0.65% | −342−0.5% | Reduced |
| Ieq Capital, LLC | 75,059 | $5.82M | 0.08% | +5,109+7.3% | Added |
| Foster Victor Wealth Advisors, LLC | 71,634 | $5.81M | 0.49% | −75,449−51.3% | Reduced |
| Coston, McIsaac & Partners | 74,827 | $5.80M | 1.83% | +1,779+2.4% | Added |
| BFSG, LLC | 74,670 | $5.79M | 0.73% | +73,214+5,028.4% | Added |
| Naples Global Advisors, LLC | 74,094 | $5.75M | 0.58% | −320.0% | Reduced |
| National Asset Management, Inc. | 73,720 | $5.72M | 0.15% | −4,916−6.3% | Reduced |
| Kempen Capital Management N.V. | 73,382 | $5.69M | 0.06% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 73,084 | $5.67M | 1.11% | +2,661+3.8% | Added |
| Teacher Retirement System of Texas | 72,919 | $5.66M | 0.03% | −276,013−79.1% | Reduced |
| Oppenheimer & Co Inc | 72,152 | $5.60M | 0.09% | +4,847+7.2% | Added |
| Coldstream Capital Management Inc | 71,625 | $5.56M | 0.14% | −157−0.2% | Reduced |
| Ellsworth Advisors, LLC | 71,560 | $5.55M | 1.55% | +2,303+3.3% | Added |
| Neuberger Berman Group LLC | 71,154 | $5.52M | 0.00% | −2,932−4.0% | Reduced |
| D.A. Davidson & Co. | 70,946 | $5.50M | 0.05% | −2,340−3.2% | Reduced |
| South Dakota Investment Council | 70,483 | $5.47M | 0.11% | −623−0.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 70,191 | $5.44M | 1.20% | +3,907+5.9% | Added |
| Hartford Investment Management Co | 70,139 | $5.44M | 0.19% | −363−0.5% | Reduced |
| Carson Advisory Inc. | 69,968 | $5.43M | 3.81% | +230.0% | Added |
| Moors & Cabot, Inc. | 69,854 | $5.42M | 0.29% | +907+1.3% | Added |
| NBC Securities, Inc. | 69,597 | $5.40M | 0.49% | +1,387+2.0% | Added |
| Cornerstone Capital, Inc. | 69,062 | $5.36M | 0.54% | −6,809−9.0% | Reduced |
| Institutional & Family Asset Management, LLC | 68,650 | $5.33M | 0.82% | −896−1.3% | Reduced |
| Metis Global Partners, LLC | 67,742 | $5.25M | 0.18% | +3,262+5.1% | Added |
| Man Group plc | 67,289 | $5.22M | 0.01% | +8,563+14.6% | Added |
| Umb Bank N A | 66,975 | $5.20M | 0.09% | −3,978−5.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 66,592 | $5.17M | 1.29% | −114−0.2% | Reduced |
| Lumbard & Kellner, LLC | 65,983 | $5.12M | 2.42% | −418−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 65,837 | $5.11M | 0.07% | +818+1.3% | Added |
| Americana Partners, LLC | 65,604 | $5.09M | 0.40% | +37,983+137.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 65,578 | $5.09M | 1.16% | +961+1.5% | Added |
| Royal London Asset Management Ltd | 65,519 | $5.08M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 65,416 | $5.07M | 0.02% | +4,798+7.9% | Added |
| City Holding Co | 65,253 | $5.06M | 0.75% | +873+1.4% | Added |
| Spirepoint Private Client, LLC | 65,198 | $5.06M | 0.72% | +5,593+9.4% | Added |
| Foundations Investment Advisors, LLC | 65,161 | $5.05M | 0.12% | +3,436+5.6% | Added |
| Quantinno Capital Management LP | 65,026 | $5.04M | 0.09% | +6,151+10.4% | Added |
| Aventail Capital Group, LP | 64,292 | $4.99M | 0.35% | +64,292 | New |
| Sigma Planning Corp | 64,262 | $4.98M | 0.16% | −1,194−1.8% | Reduced |
| Simmons Bank | 64,113 | $4.97M | 0.38% | +6,249+10.8% | Added |
| Buckhead Capital Management LLC | 64,113 | $4.97M | 1.68% | +5,353+9.1% | Added |
| Baugh & Associates, LLC | 61,283 | $4.93M | 2.56% | −2,431−3.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 63,265 | $4.91M | 1.14% | +2,058+3.4% | Added |
| Shilanski & Associates, Inc. | 62,951 | $4.88M | 1.64% | +272+0.4% | Added |
| StoneX Group Inc. | 62,927 | $4.88M | 0.39% | +4,206+7.2% | Added |
| Securian Asset Management, Inc | 62,872 | $4.88M | 0.14% | −1,364−2.1% | Reduced |