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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 14,325 | $1.11M | 0.17% | +176+1.2% | Added |
| Lineweaver Wealth Advisors, LLC | 14,264 | $1.11M | 0.23% | +408+2.9% | Added |
| Retirement Planning Co of New England, Inc. | 14,258 | $1.11M | 0.60% | −352−2.4% | Reduced |
| Stableford Capital II LLC | 13,542 | $1.11M | 0.43% | −404−2.9% | Reduced |
| Chatham Capital Group, Inc. | 14,244 | $1.10M | 0.19% | 00.0% | Unchanged |
| Ti-Trust, Inc | 14,210 | $1.10M | 0.85% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 14,135 | $1.10M | 0.07% | +3,470+32.5% | Added |
| Smartleaf Asset Management LLC | 14,045 | $1.10M | 0.18% | +1,699+13.8% | Added |
| White Lighthouse Investment Management Inc. | 14,109 | $1.09M | 0.21% | +9+0.1% | Added |
| Means Investment Co., Inc. | 14,013 | $1.09M | 0.13% | −1,825−11.5% | Reduced |
| Red Door Wealth Management, LLC | 13,926 | $1.08M | 0.19% | +125+0.9% | Added |
| Earnest Partners LLC | 13,883 | $1.08M | 0.01% | −243−1.7% | Reduced |
| Brighton Jones LLC | 13,844 | $1.07M | 0.04% | −364−2.6% | Reduced |
| West Bancorporation Inc | 13,820 | $1.07M | 0.79% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 13,806 | $1.07M | 0.06% | −273−1.9% | Reduced |
| Sheets Smith Wealth Management | 13,789 | $1.07M | 0.13% | −652−4.5% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 13,781 | $1.07M | 0.71% | −290−2.1% | Reduced |
| Chemung Canal Trust Co | 13,777 | $1.07M | 0.21% | −30−0.2% | Reduced |
| Trustco Bank Corp N Y | 13,757 | $1.07M | 1.14% | −961−6.5% | Reduced |
| ForthRight Wealth Management, LLC | 13,756 | $1.07M | 0.38% | +51+0.4% | Added |
| SignalPoint Asset Management, LLC | 13,739 | $1.07M | 0.28% | −187−1.3% | Reduced |
| United Bank | 13,700 | $1.06M | 0.13% | +100+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 13,670 | $1.06M | 0.01% | +13,670 | New |
| Berkeley Capital Partners, LLC | 13,669 | $1.06M | 0.32% | −127−0.9% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $1.06M | 0.35% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 13,565 | $1.05M | 0.01% | +17+0.1% | Added |
| Smith Thornton Advisors LLC | 13,295 | $1.03M | 0.76% | +13,295 | New |
| Western Wealth Management, LLC | 13,259 | $1.03M | 0.08% | +422+3.3% | Added |
| Patton Albertson Miller Group, LLC | 13,259 | $1.03M | 0.15% | −401−2.9% | Reduced |
| GAMMA Investing LLC | 13,208 | $1.02M | 0.14% | +5,389+68.9% | Added |
| Burney Co | 13,207 | $1.02M | 0.04% | −59−0.4% | Reduced |
| Intrua Financial, LLC | 13,198 | $1.02M | 0.17% | +3,931+42.4% | Added |
| Spire Wealth Management | 13,157 | $1.02M | 0.04% | −997−7.0% | Reduced |
| Checchi Capital Advisers, LLC | 13,149 | $1.02M | 0.08% | −242−1.8% | Reduced |
| XML Financial, LLC | 13,136 | $1.02M | 0.10% | −607−4.4% | Reduced |
| Trust Point Inc. | 13,044 | $1.01M | 0.08% | −471−3.5% | Reduced |
| Wedmont Private Capital | 12,608 | $1.01M | 0.06% | +2,106+20.1% | Added |
| Evercore Wealth Management, LLC | 12,955 | $1.00M | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12,931 | $1.00M | 0.03% | −8,013−38.3% | Reduced |
| Country Club Bank | 12,837 | $1.00M | 0.07% | −245−1.9% | Reduced |
| Busey Wealth Management | 12,853 | $997.0K | 0.03% | −2,296−15.2% | Reduced |
| Moody National Bank Trust Division | 12,825 | $994.8K | 0.08% | −5,245−29.0% | Reduced |
| Farther Finance Advisors, LLC | 12,906 | $993.8K | 0.05% | +2,385+22.7% | Added |
| GoalVest Advisory LLC | 12,810 | $993.7K | 0.32% | −1,002−7.3% | Reduced |
| Golden State Equity Partners | 12,753 | $989.3K | 0.21% | +12,753 | New |
| Procyon Private Wealth Partners, LLC | 12,650 | $981.3K | 0.07% | −1,312−9.4% | Reduced |
| Columbus Macro, LLC | 12,559 | $974.9K | 0.38% | −472−3.6% | Reduced |
| Marietta Wealth Management, LLC | 12,563 | $974.5K | 0.15% | +3,780+43.0% | Added |
| Mesirow Financial Investment Management, Inc. | 12,553 | $973.9K | 0.02% | +143+1.2% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $971.6K | 0.33% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 12,470 | $967.3K | 0.13% | +2,995+31.6% | Added |
| Columbia Asset Management | 12,427 | $964.0K | 0.18% | −391−3.1% | Reduced |
| Widmann Financial Services, Inc. | 12,418 | $963.3K | 0.78% | −147−1.2% | Reduced |
| Guardian Wealth Advisors, LLC | 12,338 | $957.1K | 0.11% | −22−0.2% | Reduced |
| Silver Oak Securities, Inc | 12,303 | $954.4K | 0.14% | −529−4.1% | Reduced |
| Grimes & Company, Inc. | 12,300 | $954.1K | 0.03% | −969−7.3% | Reduced |
| Cornerstone Management, Inc. | 12,292 | $953.5K | 0.21% | +20.0% | Added |
| Carnegie Capital Asset Management, LLC | 12,252 | $950.4K | 0.03% | −778−6.0% | Reduced |
| Waterfront Wealth Inc. | 12,191 | $945.7K | 0.26% | +75+0.6% | Added |
| Adviser Investments LLC | 12,179 | $944.7K | 0.01% | +3,610+42.1% | Added |
| RS Crum Inc. | 12,171 | $944.1K | 0.25% | −141−1.1% | Reduced |
| BluePath Capital Management, LLC | 12,125 | $940.6K | 0.67% | +4,073+50.6% | Added |
| Private Capital Management, LLC | 12,122 | $940.3K | 0.11% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 12,122 | $940.3K | 0.23% | +10+0.1% | Added |
| Rollins Financial Advisors, LLC | 12,074 | $936.6K | 0.16% | −806−6.3% | Reduced |
| FCG Investment Co | 12,036 | $933.6K | 0.71% | −1,418−10.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $930.7K | 0.48% | 00.0% | Unchanged |
| Rogco, LP | 11,955 | $927.3K | 0.38% | +276+2.4% | Added |
| Shepherd Financial Partners LLC | 11,922 | $924.8K | 0.12% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 11,838 | $918.3K | 0.08% | −843−6.6% | Reduced |
| Intrust Bank NA | 11,826 | $917.3K | 0.10% | −89−0.7% | Reduced |
| Plan Group Financial, LLC | 11,813 | $916.3K | 0.56% | +4,761+67.5% | Added |
| Ami Asset Management Corp | 11,802 | $915.5K | 0.05% | −35−0.3% | Reduced |
| Resources Management Corp | 11,745 | $911.0K | 0.13% | −115−1.0% | Reduced |
| Caldwell Trust Co | 11,709 | $908.3K | 0.10% | +4,305+58.1% | Added |
| Keudell/Morrison Wealth Management | 11,668 | $905.1K | 0.26% | −523−4.3% | Reduced |
| Bush Investment Group, LLC | 11,663 | $904.7K | 0.78% | +69+0.6% | Added |
| Cobblestone Capital Advisors LLC | 11,652 | $903.8K | 0.06% | +336+3.0% | Added |
| Blue Fin Capital, Inc. | 11,648 | $903.6K | 0.18% | +6+0.1% | Added |
| GSB Wealth Management, LLC | 11,628 | $901.9K | 0.25% | −23−0.2% | Reduced |
| Tradewinds, LLC. | 11,619 | $901.3K | 0.28% | +11,619 | New |
| Fidelis Capital Partners, LLC | 10,313 | $900.2K | 0.13% | −450−4.2% | Reduced |
| Eqis Capital Management, Inc. | 11,577 | $898.0K | 0.07% | −274−2.3% | Reduced |
| Live Oak Investment Partners | – | $894.5K | 0.74% | – | New |
| Cassaday & Co Wealth Management LLC | 11,496 | $891.7K | 0.03% | −215−1.8% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $889.0K | 0.33% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 11,451 | $888.3K | 0.12% | −1,481−11.5% | Reduced |
| Cigna Investments Inc | 11,435 | $887.0K | 0.17% | −78−0.7% | Reduced |
| Capstone Investment Advisors, LLC | 11,426 | $886.3K | 0.02% | −12,879−53.0% | Reduced |
| Mission Wealth Management, LP | 11,398 | $884.1K | 0.02% | +4,097+56.1% | Added |
| Wintrust Investments LLC | 11,338 | $880.0K | 0.07% | +435+4.0% | Added |
| Financial Advocates Investment Management | 11,332 | $879.0K | 0.05% | −1,030−8.3% | Reduced |
| Viawealth, LLC | 11,319 | $878.0K | 0.54% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 11,293 | $876.0K | 0.01% | −66−0.6% | Reduced |
| Venturi Wealth Management, LLC | 11,200 | $868.8K | 0.05% | +16+0.1% | Added |
| PrairieView Partners, LLC | 11,200 | $868.0K | 0.10% | +10,000+833.3% | Added |
| Ritholtz Wealth Management | 11,177 | $867.0K | 0.03% | +2,021+22.1% | Added |
| Second Line Capital, LLC | 11,171 | $866.5K | 0.27% | +2,895+35.0% | Added |
| LaFleur & Godfrey LLC | 11,148 | $864.7K | 0.13% | −192−1.7% | Reduced |
| 1620 Investment Advisors, Inc. | 11,143 | $864.3K | 0.66% | +10,543+1,757.2% | Added |