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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q3 2024 vs. Q2 2024

How the institutions holding Southern Co changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SO: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,888222,010+144
Shares732.4M78.5M743.4M+89.5M (+13.7%)
Value$56.8B$6.09B$66.9B+$16.2B (+31.8%)

22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (218)

Institutions that held Southern Co at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 218 by value.

Institutions new to SO in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.80,488,813$7.26B0.15%
Marshall Wace, LLP1,015,404$91.6M0.12%
Qube Research & Technologies Ltd497,044$44.8M0.08%
CWA Asset Management Group, LLC216,399$19.5M1.04%
Arrowstreet Capital, Limited Partnership117,925$10.6M0.01%
Thompson Siegel & Walmsley LLC108,199$9.76M0.15%
Trexquant Investment LP107,860$9.73M0.12%
Advisors Preferred, LLC96,501$8.77M1.34%
Connor, Clark & Lunn Investment Management Ltd.93,582$8.44M0.04%
Executive Wealth Management, LLC79,809$7.20M0.56%
Graham Capital Management, L.P.78,311$7.06M0.23%
B. Metzler seel. Sohn & Co. Holding AG59,409$5.36M0.05%
Jefferies Financial Group Inc.58,000$5.23M0.09%
Railway Pension Investments Ltd57,700$5.20M0.06%
Meridian Wealth Management, LLC51,510$4.65M0.23%
Prudential PLC47,975$4.33M0.02%
Cushing Asset Management, LP45,000$4.06M0.30%
First National Bank of Omaha39,811$3.59M0.23%
Alberta Investment Management Corp38,700$3.49M0.03%
Temasek Holdings (Private) Ltd36,336$3.28M0.01%
Magnetar Financial LLC35,943$3.24M0.07%
Worldquant Millennium Advisors LLC35,205$3.17M0.02%
First National Advisers, LLC34,937$3.15M0.50%
Andra AP-fonden34,600$3.12M0.05%
OneAscent Wealth Management LLC30,230$2.73M1.03%
Diversified Enterprises, LLC28,986$2.61M0.29%
Bryn Mawr Trust Co26,184$2.36M0.04%
St. Louis Financial Planners Asset Management, LLC23,555$2.13M1.69%
Quest Partners LLC22,688$2.05M0.18%
BKD Wealth Advisors, LLC22,004$1.98M0.05%
Nicholson Wealth Management Group, LLC21,122$1.90M1.56%
Boothbay Fund Management, LLC20,413$1.84M0.06%
Twinbeech Capital LP17,954$1.62M0.03%
Dark Forest Capital Management LP17,434$1.57M0.20%
Fca Corp14,561$1.31M0.40%
Clough Capital Partners L P14,208$1.28M0.13%
Wiser Wealth Management, Inc13,123$1.18M0.34%
Leisure Capital Management12,156$1.10M0.47%
Grantham, Mayo, Van Otterloo & Co. LLC12,124$1.09M0.00%
Ninepoint Partners LP11,790$1.06M0.14%
Nwam LLC11,449$1.03M0.06%
RIA Advisory Group LLC11,063$997.7K0.35%
BEAM Asset Management, LLC10,432$940.7K0.29%
Corton Capital Inc.9,791$883.0K0.43%
CoreCap Advisors, LLC9,424$849.8K0.04%
Blake Schutter Theil Wealth Advisors, LLC9,018$813.2K0.58%
Capital Wealth Planning, LLC8,872$800.1K0.01%
Atlanta Consulting Group Advisors, LLC8,787$792.4K0.20%
Baker Avenue Asset Management, LP8,036$724.7K0.02%
Entropy Technologies, LP7,479$674.5K0.07%
Eastern Bank7,320$660.1K0.01%
Howard Capital Management Inc.7,130$643.0K0.01%
OneAscent Financial Services LLC6,390$576.0K0.41%
BlueCrest Capital Management Ltd6,109$550.9K0.13%
Atlas Wealth Partners, LLC6,072$548.0K0.84%
Sherbrooke Park Advisers LLC5,964$537.8K0.12%
Tributary Capital Management, LLC5,850$527.6K0.04%
Shell Asset Management Co5,501$496.0K0.02%
Perfromance Wealth Partners, LLC5,367$484.0K0.02%
Destination Wealth Management5,301$478.1K0.01%
Sterling Capital Management LLC5,111$460.9K0.01%
Journey Strategic Wealth LLC4,933$444.9K0.02%
Legacy Wealth Management, Inc4,810$433.8K0.03%
Radnor Capital Management, LLC4,700$424.0K0.06%
Leslie Global Wealth, LLC4,678$421.9K0.20%
LGT Fund Management Co Ltd.4,595$420.9K0.04%
Holistic Planning, LLC4,644$418.8K0.18%
Green Harvest Asset Management LLC4,563$411.5K0.01%
Signal Advisors Wealth, LLC4,123$371.8K0.05%
Mindset Wealth Management, LLC4,069$366.9K0.15%
Alps Advisors Inc4,000$360.7K0.00%
EntryPoint Capital, LLC3,997$360.4K0.21%
Engineers Gate Manager LP3,826$345.0K0.01%
HC Advisors, LLC3,737$337.0K0.28%
Nikulski Financial, Inc.3,655$329.6K0.10%
Philip James Wealth Mangement, LLC3,594$324.1K0.04%
Enclave Advisors LLC3,572$322.1K0.05%
Kapitalo Investimentos Ltda3,556$320.7K0.08%
Tennessee Valley Asset Management Partners3,425$311.9K0.05%
Private Portfolio Partners LLC3,417$308.2K0.06%
Gsa Capital Partners LLP3,345$302.0K0.02%
Pure Portfolios Holdings LLC3,308$298.3K0.11%
Oak Thistle LLC3,260$294.0K0.10%
Community Trust & Investment Co3,236$291.8K0.02%
Principal Street Partners, LLC3,424$290.2K0.05%
Impact Partnership Wealth, LLC3,170$285.9K0.06%
Power Wealth Management LLC3,163$285.2K0.12%
Kaydan Wealth Management, Inc.3,155$284.6K0.08%
Cannon Wealth Management Services, LLC3,140$283.1K0.26%
ICONIQ Capital, LLC3,085$278.2K0.01%
Capital Planning Advisors, LLC3,084$278.1K0.04%
Barnett & Company, Inc.3,059$275.9K0.18%
Ironsides Asset Advisors, LLC3,030$273.2K0.08%
44 Wealth Management LLC2,840$267.4K0.09%
Everhart Financial Group, Inc.2,934$264.6K0.06%
Ledgewood Wealth Advisors, LLC2,892$260.8K0.18%
Revolve Wealth Partners, LLC2,879$259.6K0.04%
Duncan Williams Asset Management, LLC2,867$258.6K0.14%
Buffington Mohr McNeal2,845$256.6K0.04%
Inspire Advisors, LLC2,844$256.5K0.03%

Sold out (74)

Institutions that held Southern Co at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of SO in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
ClearBridge Investments Ltd1,738,839$134.9M
Soroban Capital Partners LP642,679$49.9M
Junto Capital Management LP611,434$47.4M
Covalis Capital LLP192,044$14.9M
BCJ Capital Management, LLC62,556$4.85M
Bayesian Capital Management, LP57,300$4.44M
Caxton Associates LP48,547$3.77M
Richard Bernstein Advisors LLC43,628$3.38M
Capital Fund Management S.A.43,111$3.34M
Tudor Investment Corp Et Al43,016$3.34M
Brick & Kyle, Associates38,468$2.98M
Gunn & Co Investment Management, Inc.28,236$2.19M
CSS LLC26,700$2.07M
Greenland Capital Management LP26,530$2.06M
Dynamic Technology Lab Private Ltd24,760$1.92M
Teza Capital Management LLC23,236$1.80M
Winton Group Ltd19,220$1.49M
Bridgefront Capital, LLC17,268$1.34M
Boston Private Wealth LLC14,443$1.12M
M Holdings Securities, Inc.6,853$535.0K
Symmetry Partners, LLC6,293$488.0K
Triad Wealth Partners, LLC5,862$454.7K
Paloma Partners Management Co5,800$449.9K
Keystone Financial Planning, Inc.5,508$427.3K
Nebula Research & Development LLC5,342$414.4K
Eisler Capital (US) LLC5,208$404.0K
Sentry Investment Management LLC5,142$399.0K
Chaney Capital Management, Inc.5,018$389.2K
Fox Run Management, L.L.C.4,908$380.7K
ISAM Funds (UK) Ltd4,907$380.6K
CSM Advisors, LLC4,526$351.0K
NSI Retail Advisors, LLC4,526$351.0K
CTC Alternative Strategies, Ltd.4,398$341.2K
Round Rock Advisors, LLC4,246$329.3K
Aigen Investment Management, LP4,234$328.4K
Financial Engines Advisors L.L.C.4,138$321.0K
TRUE Private Wealth Advisors4,074$316.0K
Wayfinding Financial, LLC4,019$311.0K
Laurion Capital Management LP3,926$304.5K
Guardian Investment Management3,910$303.3K
Alaethes Wealth LLC3,905$302.9K
Mirabella Financial Services LLP3,850$298.6K
3Chopt Investment Partners, LLC3,828$296.9K
Oak Hill Wealth Advisors, LLC3,775$292.8K
Banque Cantonale Vaudoise3,484$271.0K
Allstate Corp3,431$266.1K
CenterStar Asset Management, LLC3,387$262.3K
Accredited Investors Inc.3,121$242.1K
Maripau Wealth Management LLC3,069$238.0K
Paradigm Financial Partners, LLC2,874$223.0K
Wealthquest Corp2,865$222.2K
Warwick Investment Management, Inc.2,747$213.1K
Howland Capital Management LLC2,579$200.1K
Camelot Portfolios, LLC2,200$170.7K
Redwood Wealth Management Group, LLC1,917$148.7K
First Foundation Advisors1,637$127.0K
Newbridge Financial Services Group, Inc.1,360$105.5K
Family Firm, Inc.1,304$101.2K
Quintet Private Bank (Europe) S.A.1,051$93.2K
Trust Co1,093$84.8K
Wetzel Investment Advisors, Inc.1,080$77.5K
Opal Wealth Advisors, LLC852$66.1K
Friedenthal Financial675$52.4K
RE Dickinson Investment Advisors, LLC330$25.6K
Creative Capital Management Investments LLC300$23.3K
Kelly Financial Services LLC295$22.9K
Central Bank & Trust Co250$19.4K
VisionPoint Advisory Group, LLC204$15.8K
Fairway Wealth LLC58$4.50K
Abich Financial Wealth Management LLC49$3.82K
Unique Wealth Strategies, LLC52$3.73K
Castleview Partners, LLC18$1.40K
Orion Capital Management LLC14$1.09K
Delos Wealth Advisors, LLC10$776

Not filed for Q3 2024 yet (22)

Institutions that held Southern Co at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.77,690,343$6.03B
Hyman Charles D451,187$35.0M
Benjamin F. Edwards & Company, Inc.146,262$11.3M
Institutional & Family Asset Management, LLC68,650$5.33M
Buckingham Strategic Wealth, LLC30,778$2.39M
JPL Wealth Management, LLC28,796$2.23M
Abbrea Capital, LLC18,627$1.45M
Farmers National Bank17,013$1.32M
Gratus Capital LLC9,768$757.7K
PFW Advisors LLC5,970$463.1K
Girard Partners Ltd.5,914$458.7K
Members Wealth LLC4,476$408.5K
Greylin Investment Mangement Inc4,900$380.1K
Ascension Asset Management LLC4,302$333.7K
Hall Capital Management Co Inc4,203$326.0K
JJJ Advisors Inc.3,745$290.5K
Hoylecohen, LLC3,065$237.8K
Taylor Hoffman Wealth Management2,693$207.4K
ICA Group Wealth Management, LLC2,346$181.9K
Emfo, LLC200$15.5K
Custom Portfolio Group LLC45$3.49K
Sofos Investments, Inc.15$1.16K