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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 38,905 | $3.02M | 0.23% | −535−1.4% | Reduced |
| LongView Wealth Management | 38,645 | $3.00M | 1.11% | −1,506−3.8% | Reduced |
| Brick & Kyle, Associates | 38,468 | $2.98M | 1.23% | −326−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 38,413 | $2.98M | 0.16% | +2,948+8.3% | Added |
| Dearborn Partners LLC | 38,401 | $2.98M | 0.13% | −779−2.0% | Reduced |
| Omers Administration Corp | 37,893 | $2.94M | 0.03% | +37,893 | New |
| Woodstock Corp | 37,773 | $2.93M | 0.30% | +1,580+4.4% | Added |
| Peapack Gladstone Financial Corp | 37,519 | $2.91M | 0.04% | +3,095+9.0% | Added |
| Norinchukin Bank, The | 37,369 | $2.90M | 0.08% | +1,076+3.0% | Added |
| Bailard, Inc. | 37,041 | $2.87M | 0.08% | +10,091+37.4% | Added |
| Family Legacy, Inc. | 36,593 | $2.84M | 1.02% | −180−0.5% | Reduced |
| Empirical Finance, LLC | 36,554 | $2.84M | 0.18% | −2,344−6.0% | Reduced |
| Lantz Financial LLC | 36,338 | $2.82M | 0.88% | −528−1.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 36,000 | $2.79M | 0.54% | −835−2.3% | Reduced |
| Bokf, NA | 35,997 | $2.79M | 0.05% | −595−1.6% | Reduced |
| Woodmont Investment Counsel LLC | 35,655 | $2.77M | 0.23% | −433−1.2% | Reduced |
| Forte Capital LLC | 35,553 | $2.76M | 0.33% | −762−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 35,267 | $2.74M | 0.19% | −724−2.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 35,203 | $2.73M | 1.59% | +100.0% | Added |
| McRae Capital Management Inc | 35,054 | $2.72M | 0.62% | −2,075−5.6% | Reduced |
| First National Trust Co | 34,962 | $2.71M | 0.11% | −5,519−13.6% | Reduced |
| Veriti Management LLC | 34,882 | $2.71M | 0.17% | +7,560+27.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,797 | $2.70M | 0.07% | +190+0.5% | Added |
| Kingsview Wealth Management, LLC | 34,664 | $2.69M | 0.06% | +6,707+24.0% | Added |
| Robbins Farley LLC | 34,564 | $2.68M | 1.42% | +1,813+5.5% | Added |
| Daymark Wealth Partners, LLC | 34,542 | $2.68M | 0.12% | +2,901+9.2% | Added |
| Compagnie Lombard Odier SCmA | 34,500 | $2.68M | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 34,440 | $2.67M | 0.01% | +2,045+6.3% | Added |
| Stamos Capital Partners, L.P. | 34,070 | $2.64M | 0.56% | +34,070 | New |
| KCM Investment Advisors LLC | 33,746 | $2.62M | 0.09% | −292−0.9% | Reduced |
| Raleigh Capital Management Inc. | 33,343 | $2.59M | 1.10% | −2,690−7.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,907 | $2.55M | 0.12% | −393−1.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,655 | $2.53M | 0.03% | −1,005−3.0% | Reduced |
| Hartford Financial Management Inc. | 32,447 | $2.52M | 0.54% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.51M | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 30,786 | $2.51M | 0.02% | +3,160+11.4% | Added |
| Coastal Bridge Advisors, LLC | 32,300 | $2.51M | 0.62% | +159+0.5% | Added |
| Johnson Investment Counsel Inc | 32,228 | $2.50M | 0.03% | +269+0.8% | Added |
| Harbour Investments, Inc. | 32,079 | $2.49M | 0.08% | +1,104+3.6% | Added |
| Leelyn Smith, LLC | 31,997 | $2.48M | 0.48% | −668−2.0% | Reduced |
| Hayek Kallen Investment Management | 31,785 | $2.47M | 0.92% | −100−0.3% | Reduced |
| L & S Advisors Inc | 31,569 | $2.45M | 0.28% | +1,847+6.2% | Added |
| Marshall Financial Group LLC | 31,418 | $2.44M | 0.68% | +31,418 | New |
| South State Corp. | 31,317 | $2.43M | 0.18% | +63+0.2% | Added |
| Harbour Trust & Investment Management Co | 31,091 | $2.41M | 0.29% | −3,455−10.0% | Reduced |
| Holderness Investments Co | 30,950 | $2.40M | 0.57% | −70.0% | Reduced |
| Bank of Hawaii | 30,873 | $2.39M | 0.11% | −295−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 30,778 | $2.39M | 0.02% | −3,409−10.0% | Reduced |
| Texas Yale Capital Corp. | 30,681 | $2.38M | 0.11% | −415−1.3% | Reduced |
| Biltmore Family Office, LLC | 30,652 | $2.38M | 0.44% | 00.0% | Unchanged |
| apricus wealth, LLC | 30,605 | $2.37M | 1.70% | +915+3.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,611 | $2.37M | 0.01% | −761−2.4% | Reduced |
| United Services Automobile Association | 30,600 | $2.37M | 0.06% | −2,289−7.0% | Reduced |
| Concord Wealth Partners | 30,254 | $2.35M | 0.41% | +407+1.4% | Added |
| IFP Advisors, Inc | 30,217 | $2.34M | 0.09% | −1,508−4.8% | Reduced |
| Bank Ozk | 30,037 | $2.33M | 1.01% | +3,187+11.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 30,003 | $2.33M | 0.24% | +428+1.4% | Added |
| Clarkston Capital Partners, LLC | 30,000 | $2.33M | 0.04% | −10,262−25.5% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.33M | 0.09% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 29,929 | $2.32M | 0.09% | +1,679+5.9% | Added |
| Wills Financial Group, Inc. | 29,920 | $2.32M | 1.07% | +33+0.1% | Added |
| Broadwater Capital Management LLC | 29,881 | $2.32M | 1.79% | −299−1.0% | Reduced |
| Jones Financial Companies LLLP | 29,854 | $2.32M | 0.00% | +20,813+230.2% | Added |
| Mutual Advisors, LLC | 27,782 | $2.31M | 0.07% | +1,084+4.1% | Added |
| Pullen Investment Management, LLC | 29,517 | $2.29M | 1.90% | +473+1.6% | Added |
| Greenleaf Trust | 29,391 | $2.28M | 0.02% | +1,928+7.0% | Added |
| Mechanics Bank Trust Department | 29,010 | $2.25M | 0.32% | −990−3.3% | Reduced |
| Rockline Wealth Management, LLC | 28,981 | $2.25M | 0.69% | +506+1.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 28,951 | $2.25M | 0.40% | −4,496−13.4% | Reduced |
| Diversified, LLC | 28,920 | $2.24M | 0.26% | +539+1.9% | Added |
| Centaurus Financial, Inc. | 28,878 | $2.24M | 0.15% | +1,249+4.5% | Added |
| Regal Investment Advisors LLC | 28,841 | $2.24M | 0.15% | +1,206+4.4% | Added |
| JPL Wealth Management, LLC | 28,796 | $2.23M | 1.09% | +1,234+4.5% | Added |
| Argyle Capital Management Inc. | 28,771 | $2.23M | 0.92% | −1,300−4.3% | Reduced |
| Sowell Financial Services LLC | 28,623 | $2.22M | 0.11% | −965−3.3% | Reduced |
| Proequities, Inc. | 28,530 | $2.21M | 0.14% | −565−1.9% | Reduced |
| Shelton Capital Management | 28,509 | $2.21M | 0.06% | −20,000−41.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,455 | $2.21M | 0.37% | −347−1.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 28,390 | $2.20M | 0.09% | +2,199+8.4% | Added |
| Old Port Advisors | 28,325 | $2.20M | 0.66% | +511+1.8% | Added |
| Harbor Capital Advisors, Inc. | 28,261 | $2.19M | 0.17% | −260−0.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 28,236 | $2.19M | 0.13% | −793−2.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 28,236 | $2.19M | 0.13% | +28,236 | New |
| Shoker Investment Counsel, Inc. | 28,219 | $2.19M | 0.77% | +28,219 | New |
| Simplicity Wealth,LLC | 28,027 | $2.17M | 0.05% | +1,822+7.0% | Added |
| Verdence Capital Advisors LLC | 27,988 | $2.17M | 0.19% | −2,281−7.5% | Reduced |
| TFG Advisers LLC | 27,983 | $2.17M | 0.84% | +81+0.3% | Added |
| Adalta Capital Management LLC | 27,919 | $2.17M | 1.18% | +23+0.1% | Added |
| PFG Investments, LLC | 27,791 | $2.16M | 0.15% | +1,304+4.9% | Added |
| Green Square Capital Advisors LLC | 27,788 | $2.16M | 0.30% | −1,878−6.3% | Reduced |
| United Community Bank | 27,684 | $2.15M | 0.87% | −1,375−4.7% | Reduced |
| Waterloo Capital, L.P. | 27,673 | $2.15M | 0.26% | +27,673 | New |
| J.W. Cole Advisors, Inc. | 27,644 | $2.14M | 0.10% | +359+1.3% | Added |
| Barometer Capital Management Inc. | 27,640 | $2.14M | 0.83% | +27,640 | New |
| Snowden Capital Advisors LLC | 27,635 | $2.14M | 0.06% | −1,052−3.7% | Reduced |
| Tyche Wealth Partners LLC | 27,476 | $2.13M | 0.52% | +3,291+13.6% | Added |
| Essex LLC | 27,471 | $2.13M | 0.48% | +1,271+4.9% | Added |
| Miller Howard Investments Inc | 27,342 | $2.12M | 0.07% | −161−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 25,356 | $2.12M | 0.14% | −117−0.5% | Reduced |
| Jacobi Capital Management LLC | 27,271 | $2.12M | 0.18% | −102−0.4% | Reduced |