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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 18,879 | $1.46M | 0.11% | +2,666+16.4% | Added |
| TownSquare Capital, LLC | 18,836 | $1.46M | 0.02% | +6,748+55.8% | Added |
| Los Angeles Capital Management LLC | 18,741 | $1.45M | 0.01% | −21,792−53.8% | Reduced |
| Vinva Investment Management Ltd | 18,603 | $1.45M | 0.07% | +2,420+15.0% | Added |
| Weaver Capital Management LLC | 18,714 | $1.45M | 0.47% | −1,125−5.7% | Reduced |
| NorthRock Partners, LLC | 18,697 | $1.45M | 0.05% | +800+4.5% | Added |
| Abbrea Capital, LLC | 18,627 | $1.45M | 0.19% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 17,933 | $1.44M | 0.37% | +3,140+21.2% | Added |
| Burns J W & Co Inc | 18,541 | $1.44M | 0.19% | −799−4.1% | Reduced |
| Bristlecone Advisors, LLC | 18,502 | $1.44M | 0.12% | −80−0.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 18,502 | $1.44M | 0.36% | +188+1.0% | Added |
| Primoris Wealth Advisors, LLC | 18,494 | $1.43M | 1.15% | +18,494 | New |
| SWAN Capital LLC | 18,436 | $1.43M | 0.78% | 00.0% | Unchanged |
| Twin Capital Management Inc | 18,276 | $1.42M | 0.17% | −107−0.6% | Reduced |
| Glenview Trust Co | 18,202 | $1.41M | 0.03% | +78+0.4% | Added |
| Accurate Wealth Management, LLC | 17,613 | $1.41M | 0.34% | +853+5.1% | Added |
| Pacitti Group Inc. | 18,107 | $1.40M | 0.73% | +145+0.8% | Added |
| Sumitomo Life Insurance Co | 18,104 | $1.40M | 0.03% | −2,228−11.0% | Reduced |
| Ci Investments Inc. | 18,081 | $1.40M | 0.01% | −2,703−13.0% | Reduced |
| Spreng Capital Management, Inc. | 18,073 | $1.40M | 0.73% | −450−2.4% | Reduced |
| Frank, Rimerman Advisors LLC | 18,071 | $1.40M | 0.10% | +18,014+31,603.5% | Added |
| Monte Financial Group, LLC | 18,065 | $1.40M | 0.62% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 18,084 | $1.40M | 0.11% | −426−2.3% | Reduced |
| Yeomans Consulting Group, Inc. | 18,016 | $1.40M | 0.54% | +10,473+138.8% | Added |
| Citizens Financial Group Inc | 17,998 | $1.40M | 0.03% | +7,522+71.8% | Added |
| ICW Investment Advisors LLC | 17,868 | $1.39M | 0.63% | −269−1.5% | Reduced |
| Geneos Wealth Management Inc. | 17,867 | $1.39M | 0.06% | −437−2.4% | Reduced |
| Northern Oak Wealth Management Inc | 17,858 | $1.39M | 0.17% | −1,020−5.4% | Reduced |
| Venture Visionary Partners LLC | 17,801 | $1.38M | 0.06% | −163−0.9% | Reduced |
| Register Financial Advisors LLC | 17,798 | $1.38M | 0.70% | +208+1.2% | Added |
| Benedict Financial Advisors Inc | 17,738 | $1.38M | 0.35% | +21+0.1% | Added |
| Aviva PLC | 17,606 | $1.37M | 0.00% | +601+3.5% | Added |
| Ashton Thomas Private Wealth, LLC | 17,599 | $1.37M | 0.08% | +6,500+58.6% | Added |
| Pacific Wealth Strategies Group, Inc. | 17,544 | $1.36M | 1.12% | +590+3.5% | Added |
| Global Retirement Partners, LLC | 17,512 | $1.36M | 0.04% | +1,896+12.1% | Added |
| Mather Group, LLC. | 18,852 | $1.35M | 0.02% | +194+1.0% | Added |
| Meiji Yasuda Life Insurance Co | 17,429 | $1.35M | 0.03% | +4,990+40.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,391 | $1.35M | 0.51% | +1,250+7.7% | Added |
| FinTrust Capital Advisors, LLC | 17,338 | $1.34M | 0.25% | +1,656+10.6% | Added |
| Wellington Shields & Co., LLC | 17,334 | $1.34M | 0.44% | +50+0.3% | Added |
| Jeppson Wealth Management, LLC | 17,297 | $1.34M | 0.51% | +340+2.0% | Added |
| Bridgefront Capital, LLC | 17,268 | $1.34M | 0.56% | +8,260+91.7% | Added |
| Hills Bank & Trust Co | 17,228 | $1.34M | 0.11% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 17,113 | $1.33M | 0.03% | +1,884+12.4% | Added |
| High Net Worth Advisory Group LLC | 17,070 | $1.32M | 0.40% | +89+0.5% | Added |
| Strategic Blueprint, LLC | 17,031 | $1.32M | 0.09% | −1,513−8.2% | Reduced |
| Farmers National Bank | 17,013 | $1.32M | 0.40% | −456−2.6% | Reduced |
| Cullen Investment Group, Ltd. | 17,008 | $1.32M | 0.21% | −2,004−10.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.32M | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 16,997 | $1.32M | 0.12% | +1,171+7.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,876 | $1.31M | 0.53% | +18+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.31M | 0.05% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,843 | $1.31M | 0.15% | +69+0.4% | Added |
| Centennial Bank | 16,812 | $1.30M | 0.64% | −117−0.7% | Reduced |
| Kovack Advisors, Inc. | 16,765 | $1.30M | 0.14% | +498+3.1% | Added |
| Delta Asset Management LLC | 16,757 | $1.30M | 0.12% | −491−2.8% | Reduced |
| Assetmark, Inc | 16,678 | $1.29M | 0.00% | −131−0.8% | Reduced |
| Bard Financial Services, Inc. | 16,585 | $1.29M | 0.13% | 00.0% | Unchanged |
| Gleason Group, Inc. | 16,571 | $1.29M | 0.26% | +148+0.9% | Added |
| Focus Financial Network, Inc. | 15,672 | $1.28M | 0.05% | +277+1.8% | Added |
| Ipswich Investment Management Co., Inc. | 16,421 | $1.27M | 0.30% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16,401 | $1.27M | 0.11% | +175+1.1% | Added |
| LVZ Advisors, Inc. | 16,400 | $1.27M | 0.17% | −61−0.4% | Reduced |
| Reuter James Wealth Management, LLC | 16,319 | $1.27M | 0.94% | −1,472−8.3% | Reduced |
| Sculati Wealth Management, LLC | 16,260 | $1.26M | 0.54% | −150−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,230 | $1.26M | 0.31% | +9,726+149.5% | Added |
| Adirondack Trust Co | 16,231 | $1.26M | 0.51% | −118−0.7% | Reduced |
| L.M. Kohn & Company | 16,206 | $1.26M | 0.34% | +971+6.4% | Added |
| Stokes Family Office, LLC | 15,951 | $1.24M | 0.15% | +122+0.8% | Added |
| Sandy Spring Bank | 15,849 | $1.23M | 0.05% | −247−1.5% | Reduced |
| Ignite Planners, LLC | 15,682 | $1.22M | 0.30% | +89+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 15,716 | $1.22M | 0.01% | +14,948+1,946.4% | Added |
| TrinityPoint Wealth, LLC | 15,653 | $1.21M | 0.19% | −13−0.1% | Reduced |
| Wealth Alliance | 15,649 | $1.21M | 0.16% | −2,763−15.0% | Reduced |
| Griffin Asset Management, Inc. | 15,578 | $1.21M | 0.14% | −90−0.6% | Reduced |
| Philadelphia Trust Co | 15,570 | $1.21M | 0.09% | +20+0.1% | Added |
| Diversified Trust Co | 15,488 | $1.20M | 0.03% | +163+1.1% | Added |
| Valeo Financial Advisors, LLC | 15,481 | $1.20M | 0.04% | +800+5.4% | Added |
| CapWealth Advisors, LLC | 15,415 | $1.20M | 0.15% | −762−4.7% | Reduced |
| Asset Advisors Investment Management, LLC | 15,411 | $1.20M | 0.13% | +1,200+8.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 15,361 | $1.19M | 0.31% | 00.0% | Unchanged |
| TCW Group Inc | 15,281 | $1.19M | 0.01% | +1,157+8.2% | Added |
| Bank & Trust Co | 15,265 | $1.18M | 1.00% | +15,265 | New |
| Highline Wealth Partners LLC | 15,179 | $1.18M | 0.44% | +70.0% | Added |
| Powers Advisory Group, LLC | 15,176 | $1.18M | 0.64% | +89+0.6% | Added |
| BancorpSouth Bank | 15,165 | $1.18M | 0.09% | −3,200−17.4% | Reduced |
| Coastal Investment Advisors, Inc. | 15,080 | $1.17M | 0.23% | −1,783−10.6% | Reduced |
| LVW Advisors, LLC | 14,929 | $1.16M | 0.17% | +2,651+21.6% | Added |
| Silvercrest Asset Management Group LLC | 14,901 | $1.16M | 0.01% | +1,378+10.2% | Added |
| Archford Capital Strategies, LLC | 14,856 | $1.15M | 0.19% | −219−1.5% | Reduced |
| Koshinski Asset Management, Inc. | 14,744 | $1.15M | 0.11% | +1,962+15.3% | Added |
| Toroso Investments, LLC | 14,817 | $1.15M | 0.02% | −10,032−40.4% | Reduced |
| Miracle Mile Advisors, LLC | 14,766 | $1.15M | 0.03% | −105−0.7% | Reduced |
| Old National Bancorp | 14,711 | $1.14M | 0.03% | +152+1.0% | Added |
| DMG Group, LLC | 14,689 | $1.14M | 0.98% | −1,564−9.6% | Reduced |
| Asset Dedication, LLC | 14,640 | $1.14M | 0.08% | +60.0% | Added |
| Rowland & Co Investment Counsel | 14,595 | $1.13M | 0.25% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 14,582 | $1.13M | 0.02% | +5,756+65.2% | Added |
| Boston Private Wealth LLC | 14,443 | $1.12M | 0.03% | −3,368−18.9% | Reduced |
| Advisor OS, LLC | 14,432 | $1.12M | 0.12% | +2,364+19.6% | Added |