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 5 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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 62,758 | $4.87M | 0.27% | −1,105−1.7% | Reduced |
| BCJ Capital Management, LLC | 62,556 | $4.85M | 0.39% | +62,556 | New |
| Schaper Benz & Wise Investment Counsel Inc | 62,199 | $4.82M | 0.42% | −7,320−10.5% | Reduced |
| Stratos Wealth Partners, LTD. | 62,186 | $4.82M | 0.08% | +353+0.6% | Added |
| SpiderRock Advisors, LLC | 61,910 | $4.80M | 0.13% | −50−0.1% | Reduced |
| Louisiana State Employees Retirement System | 61,900 | $4.80M | 0.09% | −1,600−2.5% | Reduced |
| First Citizens Bank & Trust Co | 61,607 | $4.78M | 0.09% | −572−0.9% | Reduced |
| American Trust Investment Advisors, LLC | 60,782 | $4.71M | 2.29% | +4,637+8.3% | Added |
| Clearbridge Investments, LLC | 60,765 | $4.71M | 0.00% | −1,725−2.8% | Reduced |
| Profund Advisors LLC | 60,376 | $4.68M | 0.17% | +19,682+48.4% | Added |
| Schnieders Capital Management LLC | 60,274 | $4.68M | 0.94% | +2,175+3.7% | Added |
| Bridge Creek Capital Management LLC | 59,715 | $4.63M | 1.49% | −198−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 59,467 | $4.61M | 0.47% | −7,618−11.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 58,646 | $4.55M | 0.05% | −2,888−4.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 58,067 | $4.50M | 0.23% | −12,555−17.8% | Reduced |
| Clearstead Advisors, LLC | 57,977 | $4.50M | 0.08% | +49,643+595.7% | Added |
| Bayesian Capital Management, LP | 57,300 | $4.44M | 0.51% | +57,300 | New |
| Park Avenue Securities LLC | 57,214 | $4.44M | 0.05% | +1,045+1.9% | Added |
| Great Valley Advisor Group, Inc. | 56,988 | $4.42M | 0.12% | +4,927+9.5% | Added |
| United Bank | 56,508 | $4.38M | 2.19% | +346+0.6% | Added |
| First Personal Financial Services | 55,954 | $4.34M | 0.98% | +2,086+3.9% | Added |
| Pathway Financial Advisers, LLC | 56,007 | $4.34M | 1.55% | −584−1.0% | Reduced |
| Trinity Legacy Partners, LLC | 55,587 | $4.31M | 1.23% | +434+0.8% | Added |
| UniSuper Management Pty Ltd | 55,425 | $4.30M | 0.04% | +27,248+96.7% | Added |
| Nordea Investment Management AB | 55,019 | $4.27M | 0.01% | +2,166+4.1% | Added |
| New Mexico Educational Retirement Board | 54,987 | $4.26M | 0.15% | 00.0% | Unchanged |
| Trajan Wealth LLC | 54,804 | $4.25M | 0.27% | −583−1.1% | Reduced |
| First Bank & Trust | 54,775 | $4.25M | 0.87% | −271−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 54,771 | $4.25M | 0.09% | −2,172−3.8% | Reduced |
| Planning Capital Management Corp | 53,690 | $4.16M | 2.94% | −2,243−4.0% | Reduced |
| Wealthcare Advisory Partners LLC | 53,445 | $4.15M | 0.13% | −1,589−2.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 78,437 | $4.12M | 0.02% | −95,675−55.0% | Reduced |
| Wesbanco Bank Inc | 52,589 | $4.08M | 0.15% | −795−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 51,800 | $4.02M | 0.14% | −245−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 51,599 | $4.00M | 0.38% | +1,844+3.7% | Added |
| Oakworth Capital, Inc. | 51,583 | $4.00M | 0.29% | +1,185+2.4% | Added |
| Montag A & Associates Inc | 51,551 | $4.00M | 0.20% | +100.0% | Added |
| Birmingham Capital Management Co Inc | 51,400 | $3.99M | 1.56% | −8,250−13.8% | Reduced |
| Summit Financial, LLC | 51,017 | $3.96M | 0.18% | +33,063+184.2% | Added |
| Advisors Asset Management, Inc. | 50,908 | $3.95M | 0.08% | −2,012−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 50,652 | $3.93M | 0.05% | +5,201+11.4% | Added |
| Money Concepts Capital Corp | 50,585 | $3.92M | 0.33% | −328−0.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 49,860 | $3.87M | 0.78% | −150.0% | Reduced |
| Bremer Bank National Association | 49,759 | $3.86M | 0.75% | −1,921−3.7% | Reduced |
| Essex Financial Services, Inc. | 44,442 | $3.84M | 0.29% | +10,106+29.4% | Added |
| All Terrain Financial Advisors, LLC | 49,498 | $3.84M | 1.61% | +374+0.8% | Added |
| Apollon Wealth Management, LLC | 49,079 | $3.81M | 0.12% | +2,919+6.3% | Added |
| Caxton Associates LP | 48,547 | $3.77M | 0.15% | +48,547 | New |
| Csenge Advisory Group | 48,445 | $3.76M | 0.21% | +3,771+8.4% | Added |
| Greatmark Investment Partners, Inc. | 48,105 | $3.73M | 0.54% | −248−0.5% | Reduced |
| Shorepoint Capital Partners LLC | 47,955 | $3.72M | 0.87% | +1,013+2.2% | Added |
| Signaturefd, LLC | 47,882 | $3.71M | 0.08% | +1,541+3.3% | Added |
| Laurel Wealth Advisors LLC | 47,609 | $3.69M | 0.65% | −2,496−5.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 46,965 | $3.64M | 0.17% | +2,111+4.7% | Added |
| Argent Trust Co | 46,655 | $3.62M | 0.16% | +5,733+14.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 46,293 | $3.59M | 0.19% | +531+1.2% | Added |
| Resources Investment Advisors, LLC. | 46,111 | $3.58M | 0.04% | +9,631+26.4% | Added |
| Morton Community Bank | 45,835 | $3.56M | 1.00% | +3,180+7.5% | Added |
| Equitable Holdings, Inc. | 45,804 | $3.55M | 0.04% | −894−1.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 45,512 | $3.53M | 0.05% | +4,515+11.0% | Added |
| Virginia Wealth Management Group, Inc. | 45,421 | $3.52M | 2.89% | −313−0.7% | Reduced |
| Palisade Asset Management, LLC | 45,394 | $3.52M | 0.36% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 44,897 | $3.48M | 0.47% | 00.0% | Unchanged |
| Bessemer Group Inc | 44,887 | $3.48M | 0.01% | +647+1.5% | Added |
| Hengehold Capital Management LLC | 44,839 | $3.48M | 0.36% | +179+0.4% | Added |
| Parkside Investments, LLC | 44,800 | $3.48M | 0.55% | +44,800 | New |
| Waters Parkerson & Co., LLC | 44,454 | $3.45M | 0.18% | +1,656+3.9% | Added |
| Alpine Woods Capital Investors, LLC | 44,450 | $3.45M | 0.53% | +2,649+6.3% | Added |
| Level Four Advisory Services, LLC | 44,306 | $3.44M | 0.15% | −21,923−33.1% | Reduced |
| Rench Wealth Management, Inc. | 44,072 | $3.42M | 1.23% | +752+1.7% | Added |
| MTM Investment Management, LLC | 43,922 | $3.41M | 1.40% | +33+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 43,726 | $3.39M | 0.14% | +1,336+3.2% | Added |
| Richard Bernstein Advisors LLC | 43,628 | $3.38M | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 43,569 | $3.38M | 0.00% | +5,372+14.1% | Added |
| Canandaigua National Bank & Trust Co | 43,413 | $3.37M | 0.36% | −391−0.9% | Reduced |
| Capital Fund Management S.A. | 43,111 | $3.34M | 0.04% | −140,993−76.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 43,110 | $3.34M | 0.15% | +25,832+149.5% | Added |
| Tudor Investment Corp Et Al | 43,016 | $3.34M | 0.04% | −15,539−26.5% | Reduced |
| Fulton Bank, N.A. | 42,716 | $3.31M | 0.13% | −1,423−3.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,716 | $3.24M | 0.33% | −2,077−4.7% | Reduced |
| Credit Agricole S A | 41,543 | $3.22M | 0.02% | −39,096−48.5% | Reduced |
| Nepsis, Inc. | 41,255 | $3.20M | 0.86% | −878−2.1% | Reduced |
| Panagora Asset Management Inc | 40,909 | $3.17M | 0.02% | −38,191−48.3% | Reduced |
| Merit Financial Group, LLC | 40,906 | $3.17M | 0.07% | −1,994−4.6% | Reduced |
| Mainstay Capital Management LLC | 40,830 | $3.17M | 0.56% | +1,209+3.1% | Added |
| TrueWealth Advisors, LLC | 40,818 | $3.17M | 1.17% | +2,431+6.3% | Added |
| Sovereign Financial Group, Inc. | 40,714 | $3.16M | 0.79% | −502−1.2% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 40,592 | $3.15M | 1.83% | −2,481−5.8% | Reduced |
| Providence Capital Advisors, LLC | 40,535 | $3.14M | 0.69% | +578+1.4% | Added |
| NEOS Investment Management LLC | 40,368 | $3.13M | 0.13% | +12,948+47.2% | Added |
| HighPoint Advisor Group LLC | 37,314 | $3.11M | 0.19% | +212+0.6% | Added |
| Hodges Capital Management Inc. | 40,018 | $3.10M | 0.21% | +40,018 | New |
| Ronald Blue Trust, Inc. | 43,243 | $3.10M | 0.04% | +920+2.2% | Added |
| Intech Investment Management LLC | 39,926 | $3.10M | 0.04% | −1,864−4.5% | Reduced |
| RSM US Wealth Management LLC | 40,077 | $3.09M | 0.05% | +24,777+161.9% | Added |
| Great Lakes Advisors, LLC | 39,572 | $3.07M | 0.03% | +3,266+9.0% | Added |
| Lakeview Capital Partners, LLC | 42,738 | $3.07M | 0.50% | 00.0% | Unchanged |
| Everence Capital Management Inc | 41,691 | $3.06M | 0.21% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 39,471 | $3.06M | 0.10% | −4,760−10.8% | Reduced |
| Avantax Planning Partners, Inc. | 39,194 | $3.04M | 0.10% | −4,062−9.4% | Reduced |