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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 27,007 | $2.09M | 0.07% | −115−0.4% | Reduced |
| Kavar Capital Partners Group, LLC | 26,943 | $2.09M | 0.38% | −250−0.9% | Reduced |
| Capital Square, LLC | 25,464 | $2.08M | 1.36% | +185+0.7% | Added |
| CSS LLC | 26,700 | $2.07M | 0.15% | +26,700 | New |
| Sheaff Brock Investment Advisors, LLC | 26,646 | $2.07M | 0.19% | −3,949−12.9% | Reduced |
| Greenland Capital Management LP | 26,530 | $2.06M | 0.44% | +26,530 | New |
| IHT Wealth Management, LLC | 26,199 | $2.03M | 0.08% | +965+3.8% | Added |
| John G Ullman & Associates Inc | 26,093 | $2.02M | 0.31% | +293+1.1% | Added |
| Renaissance Technologies LLC | 26,000 | $2.02M | 0.00% | −637,200−96.1% | Reduced |
| NBT Bank N A | 25,870 | $2.01M | 0.14% | −1,184−4.4% | Reduced |
| Private Trust Co NA | 25,848 | $2.01M | 0.22% | −380−1.4% | Reduced |
| Financial Advisory Service, Inc. | 25,839 | $2.00M | 0.17% | +1,344+5.5% | Added |
| Advanced Asset Management Advisors Inc | 25,805 | $2.00M | 0.53% | +25,805 | New |
| Concord Asset Management, LLC | 25,759 | $2.00M | 0.50% | +2,017+8.5% | Added |
| Perigon Wealth Management, LLC | 25,567 | $1.98M | 0.06% | +933+3.8% | Added |
| S.E.E.D. Planning Group LLC | 25,548 | $1.98M | 0.72% | −1,166−4.4% | Reduced |
| Bleakley Financial Group, LLC | 25,311 | $1.96M | 0.06% | +1,912+8.2% | Added |
| Claro Advisors LLC | 25,077 | $1.95M | 0.30% | +1,013+4.2% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.94M | 0.18% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 24,946 | $1.94M | 0.28% | −231−0.9% | Reduced |
| Leo Wealth, LLC | 24,910 | $1.93M | 0.20% | +464+1.9% | Added |
| Huber Capital Management LLC | 24,797 | $1.92M | 0.44% | −894−3.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,760 | $1.92M | 0.22% | +24,760 | New |
| Stolper Co | 24,717 | $1.92M | 0.67% | +148+0.6% | Added |
| Armor Investment Advisors, LLC | 24,654 | $1.91M | 0.88% | −2,571−9.4% | Reduced |
| Vident Advisory, LLC | 24,480 | $1.90M | 0.05% | +24,480 | New |
| Kingswood Wealth Advisors, LLC | 24,473 | $1.90M | 0.17% | +722+3.0% | Added |
| HHM Wealth Advisors, LLC | 24,400 | $1.89M | 0.28% | +7,067+40.8% | Added |
| CAPROCK Group, Inc. | 24,386 | $1.89M | 0.08% | +4,028+19.8% | Added |
| Investment Management Corp of Ontario | 24,342 | $1.89M | 0.05% | +6,700+38.0% | Added |
| Naviter Wealth, LLC | 23,947 | $1.86M | 0.28% | +1,479+6.6% | Added |
| Citizens National Bank Trust Department | 23,841 | $1.85M | 0.41% | −430−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 23,761 | $1.84M | 0.28% | −83−0.3% | Reduced |
| Trust Co of Vermont | 23,601 | $1.83M | 0.10% | −120−0.5% | Reduced |
| LBMC Investment Advisors, LLC | 23,522 | $1.82M | 0.16% | +23+0.1% | Added |
| CFS Investment Advisory Services, LLC | 23,456 | $1.82M | 0.15% | +23,456 | New |
| First County Bank | 23,460 | $1.82M | 0.94% | −2,720−10.4% | Reduced |
| Teza Capital Management LLC | 23,236 | $1.80M | 0.22% | +23+0.1% | Added |
| Nomura Holdings Inc | 23,203 | $1.80M | 0.01% | +14,495+166.5% | Added |
| Donaldson Capital Management, LLC | 23,094 | $1.79M | 0.08% | −2,722−10.5% | Reduced |
| Schechter Investment Advisors, LLC | 23,073 | $1.79M | 0.13% | +10,415+82.3% | Added |
| Wedbush Securities Inc | 23,042 | $1.79M | 0.06% | +1,119+5.1% | Added |
| D L Carlson Investment Group Inc | 22,792 | $1.77M | 0.34% | +8,194+56.1% | Added |
| First City Capital Management, Inc. | 22,720 | $1.76M | 0.99% | −105−0.5% | Reduced |
| NTV Asset Management LLC | 22,689 | $1.76M | 0.25% | −15−0.1% | Reduced |
| Vectors Research Management, LLC | 22,506 | $1.75M | 0.54% | −629−2.7% | Reduced |
| HF Advisory Group, LLC | 22,490 | $1.74M | 0.90% | −765−3.3% | Reduced |
| Equitable Trust Co | 22,425 | $1.74M | 0.12% | −3,745−14.3% | Reduced |
| Principal Securities, Inc. | 22,411 | $1.74M | 0.05% | +3,256+17.0% | Added |
| Axxcess Wealth Management, LLC | 22,353 | $1.73M | 0.05% | +4,411+24.6% | Added |
| Stock Yards Bank & Trust Co | 22,293 | $1.73M | 0.06% | −228−1.0% | Reduced |
| Baillie Gifford & Co | 22,231 | $1.72M | 0.00% | +4,731+27.0% | Added |
| Old North State Trust, LLC | 22,156 | $1.72M | 1.48% | +683+3.2% | Added |
| Empowered Funds, LLC | 22,127 | $1.72M | 0.03% | +2,758+14.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,087 | $1.71M | 0.03% | −645−2.8% | Reduced |
| Patten & Patten Inc | 21,992 | $1.71M | 0.12% | −100−0.5% | Reduced |
| Change Path, LLC | 21,977 | $1.70M | 0.09% | +343+1.6% | Added |
| Davis Capital Management | 22,114 | $1.70M | 1.48% | −170−0.8% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.69M | 0.06% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 21,798 | $1.69M | 0.07% | +103+0.5% | Added |
| Ethic Inc. | 21,785 | $1.69M | 0.04% | +2,817+14.9% | Added |
| Southeast Asset Advisors Inc. | 21,637 | $1.68M | 0.20% | +846+4.1% | Added |
| Cape Investment Advisory, Inc. | 21,370 | $1.66M | 0.74% | +5,820+37.4% | Added |
| Bangor Savings Bank | 21,314 | $1.65M | 0.17% | +9,703+83.6% | Added |
| We Are One Seven, LLC | 21,149 | $1.64M | 0.08% | +45+0.2% | Added |
| SevenBridge Financial Group, LLC | 18,882 | $1.63M | 0.36% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20,961 | $1.63M | 0.01% | −425−2.0% | Reduced |
| Good Life Advisors, LLC | 20,774 | $1.61M | 0.13% | +564+2.8% | Added |
| Capital Investment Advisory Services, LLC | 20,748 | $1.61M | 0.17% | −818−3.8% | Reduced |
| RFP Financial Group LLC | 20,738 | $1.61M | 0.60% | −634−3.0% | Reduced |
| Mayfair Advisory Group, LLC | 20,075 | $1.61M | 1.09% | +299+1.5% | Added |
| Parsons Capital Management Inc | 20,653 | $1.60M | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20,641 | $1.60M | 0.04% | +133+0.6% | Added |
| RDA Financial Network | 20,493 | $1.59M | 0.52% | +4,365+27.1% | Added |
| First United Bank Trust | 20,463 | $1.59M | 0.59% | +560+2.8% | Added |
| Verity Asset Management, Inc. | 20,288 | $1.57M | 0.62% | +10,170+100.5% | Added |
| Hilltop National Bank | 20,254 | $1.57M | 0.51% | +1,040+5.4% | Added |
| Peoples Financial Services Corp. | 20,198 | $1.57M | 0.71% | −829−3.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 21,654 | $1.56M | 0.20% | +150+0.7% | Added |
| Canal Insurance CO | 20,000 | $1.55M | 0.41% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 19,936 | $1.55M | 0.11% | +5,036+33.8% | Added |
| Smith, Moore & Co. | 19,828 | $1.54M | 0.16% | −55−0.3% | Reduced |
| Westpac Banking Corp | 19,737 | $1.53M | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 19,707 | $1.53M | 0.02% | +563+2.9% | Added |
| Hilltop Holdings Inc. | 19,602 | $1.52M | 0.18% | +963+5.2% | Added |
| Oak Harbor Wealth Partners, LLC | 19,560 | $1.52M | 0.48% | −1,233−5.9% | Reduced |
| Eagle Rock Investment Company, LLC | 19,557 | $1.52M | 0.27% | +122+0.6% | Added |
| Mystic Asset Management, Inc. | 19,528 | $1.51M | 0.61% | −28−0.1% | Reduced |
| MSH Capital Advisors LLC | 19,501 | $1.51M | 0.51% | +315+1.6% | Added |
| Romano Brothers and Company | 19,429 | $1.51M | 0.21% | −300−1.5% | Reduced |
| Symphony Financial, Ltd. Co. | 19,326 | $1.50M | 0.27% | +7,079+57.8% | Added |
| Consolidated Planning Corp | 19,360 | $1.50M | 0.25% | −2,613−11.9% | Reduced |
| Wetherby Asset Management Inc | 19,296 | $1.50M | 0.07% | −225−1.2% | Reduced |
| Winton Group Ltd | 19,220 | $1.49M | 0.10% | +19,220 | New |
| Great Lakes Retirement, Inc. | 19,102 | $1.48M | 0.20% | +2,542+15.4% | Added |
| Salem Investment Counselors Inc | 19,054 | $1.48M | 0.05% | +248+1.3% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.47M | 0.25% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 18,956 | $1.47M | 0.95% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 18,923 | $1.47M | 0.12% | +3,991+26.7% | Added |
| LMG Wealth Partners, LLC | 18,892 | $1.47M | 0.37% | +534+2.9% | Added |