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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 6 sales; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q3 2024

Institutional positions in Southern Co as of Sep 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
2,010
+144 vs. Q2 2024
Shares held
743.4M
+89.5M (+13.7%) vs. Q2 2024
Total value
$66.9B
+$16.2B (+31.8%) vs. Q2 2024
New holders
218
777 more added
Sold out
74
702 more reduced

22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 2,010 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ3 2024: $66.9B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2024.

Institutions holding SO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd312$650.00%+28+9.9%Added
Mendota Financial Group, LLC1$910.00%+1New
Rakuten Securities, Inc.4$3610.00%−1−20.0%Reduced
LMR Partners LLP4$3610.00%+4New
Annapolis Financial Services, LLC8$6770.00%+8New
Chesapeake Asset Management LLC10$9010.00%+10New
Crewe Advisors LLC11$9920.00%+11New
Strengthening Families & Communities, LLC13$1.17K0.00%00.0%Unchanged
WestEnd Advisors, LLC15$1.35K0.00%−1−6.3%Reduced
Raffa Wealth Management, LLC19$1.71K0.00%00.0%Unchanged
Financial Avengers, Inc.21$1.93K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC23$2.08K0.00%00.0%Unchanged
Valued Wealth Advisors LLC25$2.26K0.00%+14+127.3%Added
New Millennium Group LLC27$2.44K0.00%00.0%Unchanged
True Wealth Design, LLC28$2.53K0.00%00.0%Unchanged
PayPay Securities Corp30$2.71K0.24%−1−3.2%Reduced
Transamerica Financial Advisors, Inc.29$3.00K0.00%−1,026−97.3%Reduced
Ridgewood Investments LLC35$3.16K0.00%00.0%Unchanged
ESL Trust Services, LLC43$3.88K0.00%00.0%Unchanged
Atlas Capital Advisors LLC47$4.24K0.00%00.0%Unchanged
Halpern Financial, Inc.47$4.30K0.00%00.0%Unchanged
Chilton Capital Management LLC51$4.60K0.00%−210−80.5%Reduced
Creekmur Asset Management LLC58$5.21K0.00%−39−40.2%Reduced
Burkett Financial Services, LLC61$5.51K0.00%00.0%Unchanged
Alaska Permanent Fund Corp73$6.58K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC75$6.76K0.01%00.0%Unchanged
NewSquare Capital LLC1,571$7.55K0.00%−10−0.6%Reduced
Criterion Capital Advisors, LLC101$7.86K0.00%00.0%Unchanged
Penserra Capital Management LLC93$8.00K0.00%+3+3.3%Added
Nemes Rush Group LLC113$8.11K0.00%00.0%Unchanged
Peterson Financial Group, Inc.95$8.57K0.03%+95New
Hollencrest Capital Management97$8.75K0.00%+67+223.3%Added
Reston Wealth Management LLC99$8.93K0.00%+99New
HGK Asset Management Inc100$9.02K0.00%00.0%Unchanged
Financial Freedom, LLC100$9.02K0.00%00.0%Unchanged
Pingora Partners LLC100$9.02K0.01%00.0%Unchanged
Pineridge Advisors LLC100$9.02K0.00%00.0%Unchanged
Wellington Shields Capital Management, LLC104$9.38K0.00%00.0%Unchanged
Anfield Capital Management, LLC105$9.47K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC105$9.47K0.01%00.0%Unchanged
Aspect Partners, LLC114$10.3K0.01%00.0%Unchanged
Guardian Wealth Management, Inc.116$10.5K0.01%+1+0.9%Added
JDM Financial Group LLC117$10.6K0.01%+117New
Financial Gravity Companies, Inc.120$10.8K0.00%+120New
Cherry Tree Wealth Management, LLC121$10.9K0.00%00.0%Unchanged
Valley National Advisers Inc126$11.0K0.00%−405−76.3%Reduced
Harvest Fund Management Co., Ltd120$11.0K0.00%+120New
SJS Investment Consulting Inc.124$11.2K0.00%−200−61.7%Reduced
Capital Performance Advisors LLP132$11.9K0.00%+132New
Stephenson National Bank & Trust140$12.6K0.00%00.0%Unchanged
Westend Capital Management, LLC156$14.1K0.00%00.0%Unchanged
Private Wealth Management Group, LLC160$14.4K0.01%00.0%Unchanged
Fairscale Capital, LLC162$14.6K0.01%00.0%Unchanged
Parallax Volatility Advisers, L.P.167$15.1K0.00%+167New
Clean Yield Group175$15.8K0.01%−75−30.0%Reduced
Avion Wealth181$16.0K0.00%+12+7.1%Added
Eagle Bay Advisors LLC184$16.6K0.01%−14−7.1%Reduced
Tower View Investment Management & Research LLC186$16.8K0.01%+1+0.5%Added
Horizon Financial Services, LLC190$17.1K0.01%00.0%Unchanged
New Age Alpha Advisors, LLC193$17.4K0.01%+193New
TSFG, LLC200$18.0K0.00%00.0%Unchanged
Cyrus J. Lawrence, LLC200$18.0K0.00%00.0%Unchanged
Hoese & Co LLP200$18.0K0.02%00.0%Unchanged
CoreFirst Bank & Trust200$18.0K0.01%+200New
Logan Capital Management Inc210$18.9K0.00%00.0%Unchanged
Cedar Wealth Management, LLC211$19.0K0.01%−334−61.3%Reduced
Financial Network Wealth Advisors LLC215$19.4K0.02%+11+5.4%Added
CarsonAllaria Wealth Management, Ltd.215$19.4K0.01%+1+0.5%Added
Winch Advisory Services, LLC216$19.4K0.01%+2+0.9%Added
Planned Solutions, Inc.222$20.0K0.01%+222New
Tidemark, LLC225$20.3K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC225$20.3K0.01%+1+0.4%Added
WFA Asset Management Corp232$20.9K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC238$21.5K0.00%00.0%Unchanged
Wolff Wiese Magana LLC244$22.0K0.02%00.0%Unchanged
Financial Perspectives, Inc256$23.1K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC250$23.2K0.01%00.0%Unchanged
McMahon Financial Advisors, LLC264$23.8K0.01%00.0%Unchanged
Key Financial Inc269$24.3K0.01%+13+5.1%Added
Fairfield Financial Advisors, LTD282$25.4K0.01%+2+0.7%Added
CBIZ Investment Advisory Services, LLC285$25.7K0.00%+1+0.4%Added
CGC Financial Services, LLC293$26.4K0.01%+233+388.3%Added
Global Financial Private Client, LLC294$26.5K0.01%+294New
Transcendent Capital Group LLC296$26.7K0.01%+1+0.3%Added
Pin Oak Investment Advisors Inc300$27.0K0.02%00.0%Unchanged
Trivant Custom Portfolio Group, LLC300$27.1K0.02%00.0%Unchanged
Advantage Trust Co300$27.1K0.02%00.0%Unchanged
Pflug Koory, LLC306$27.6K0.01%+306New
Elequin Capital LP310$28.0K0.00%+310New
Frazier Financial Advisors, LLC311$28.0K0.02%+195+168.1%Added
Morton Brown Family Wealth, LLC314$28.3K0.01%00.0%Unchanged
NVWM, LLC317$28.6K0.01%00.0%Unchanged
Claris Advisors, LLC338$30.5K0.01%+338New
Evermay Wealth Management LLC340$30.6K0.00%−288−45.9%Reduced
Centerpoint Advisors, LLC346$31.0K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.345$31.1K0.02%00.0%Unchanged
FSC Wealth Advisors, LLC350$31.5K0.02%+3+0.9%Added
Ritter Daniher Financial Advisory LLC350$31.6K0.01%00.0%Unchanged
FWL Investment Management, LLC350$31.6K0.01%+200+133.3%Added
BOK Financial Private Wealth, Inc.350$31.6K0.00%+350New