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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 7,132 | $643.2K | 0.11% | +1,201+20.2% | Added |
| Formidable Asset Management, LLC | 7,135 | $643.4K | 0.10% | −143−2.0% | Reduced |
| Country Trust Bank | 7,138 | $643.7K | 0.02% | 00.0% | Unchanged |
| David J Yvars Group | 7,160 | $645.7K | 0.40% | +4+0.1% | Added |
| Berger Financial Group, Inc | 7,171 | $646.7K | 0.05% | +721+11.2% | Added |
| Royal Fund Management, LLC | 7,220 | $651.1K | 0.05% | +3,631+101.2% | Added |
| Howe & Rusling Inc | 7,228 | $651.8K | 0.06% | +2,589+55.8% | Added |
| Centre Asset Management, LLC | 7,238 | $653.0K | 0.14% | −365−4.8% | Reduced |
| Avidian Wealth Solutions, LLC | 7,254 | $654.2K | 0.03% | +523+7.8% | Added |
| Sonora Investment Management Group, LLC | 7,259 | $654.7K | 0.05% | +849+13.2% | Added |
| AdvisorNet Financial, Inc | 7,294 | $657.8K | 0.05% | +560+8.3% | Added |
| Eastern Bank | 7,320 | $660.1K | 0.01% | +7,320 | New |
| Cidel Asset Management Inc | 7,346 | $662.5K | 0.05% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 7,363 | $664.0K | 0.62% | 00.0% | Unchanged |
| Conning Inc. | 7,373 | $664.9K | 0.02% | −84−1.1% | Reduced |
| Asset Planning Corporation | 7,400 | $667.3K | 0.44% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 7,412 | $668.4K | 0.39% | +80+1.1% | Added |
| Novak & Powell Financial Services, Inc. | 7,436 | $670.6K | 0.39% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,453 | $672.1K | 0.09% | +4,104+122.5% | Added |
| Entropy Technologies, LP | 7,479 | $674.5K | 0.07% | +7,479 | New |
| Skyline Advisors, Inc. | 7,507 | $677.0K | 0.28% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 7,515 | $677.7K | 0.45% | +56+0.8% | Added |
| Firestone Capital Management | 7,524 | $678.5K | 0.17% | 00.0% | Unchanged |
| Bath Savings Trust Co | 7,534 | $679.4K | 0.07% | −174−2.3% | Reduced |
| Fiduciary Trust Co | 7,568 | $682.5K | 0.01% | +289+4.0% | Added |
| Cullen/Frost Bankers, Inc. | 7,587 | $684.2K | 0.01% | −650−7.9% | Reduced |
| Ameritas Advisory Services, LLC | 7,630 | $688.1K | 0.03% | −242−3.1% | Reduced |
| Mainsail Asset Management, LLC | 7,632 | $688.2K | 0.51% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,673 | $692.0K | 0.10% | +67+0.9% | Added |
| Wagner Wealth Management, LLC | 7,680 | $692.6K | 0.19% | −2,274−22.8% | Reduced |
| Northstar Advisory Group, LLC | 7,702 | $694.5K | 0.36% | +146+1.9% | Added |
| Richwood Investment Advisors, LLC | 7,728 | $696.9K | 0.58% | −25−0.3% | Reduced |
| Prairie Sky Financial Group LLC | 7,745 | $698.5K | 0.40% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 7,763 | $700.1K | 0.02% | −303−3.8% | Reduced |
| Ambassador Advisors, LLC | 7,781 | $701.7K | 0.12% | 00.0% | Unchanged |
| Norden Group LLC | 7,830 | $706.1K | 0.08% | +575+7.9% | Added |
| Wealth Dimensions Group, Ltd. | 7,830 | $706.1K | 0.18% | −60−0.8% | Reduced |
| IVC Wealth Advisors LLC | 7,848 | $707.7K | 0.39% | +42+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,848 | $707.7K | 0.04% | +5,198+196.2% | Added |
| McLean Asset Management Corp | 7,855 | $709.4K | 0.21% | +10.0% | Added |
| Larson Financial Group LLC | 7,871 | $709.8K | 0.04% | +4,373+125.0% | Added |
| BlueChip Wealth Advisors LLC | 7,887 | $711.2K | 0.37% | −1,637−17.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 7,926 | $714.8K | 0.15% | +1,431+22.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,935 | $715.6K | 0.10% | −192−2.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 7,950 | $716.9K | 0.27% | +3,760+89.7% | Added |
| Marex Group plc | 7,950 | $716.9K | 0.02% | +3,760+89.7% | Added |
| Chicago Trust Co NA | 7,951 | $717.0K | 0.12% | +247+3.2% | Added |
| Aprio Wealth Management, LLC | 7,976 | $719.3K | 0.12% | +40+0.5% | Added |
| W Advisors, LLC | 7,988 | $720.4K | 0.44% | +87+1.1% | Added |
| Geometric Wealth Advisors | 8,004 | $721.8K | 0.13% | 00.0% | Unchanged |
| Archer Investment Corp | 8,007 | $722.1K | 0.19% | +550+7.4% | Added |
| Lakeshore Financial Planning, Inc. | 8,013 | $722.8K | 0.32% | +548+7.3% | Added |
| Baker Avenue Asset Management, LP | 8,036 | $724.7K | 0.02% | +8,036 | New |
| Baker Boyer National Bank | 8,041 | $725.1K | 0.24% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,117 | $732.0K | 0.08% | +1,927+31.1% | Added |
| Private Capital Management, LLC | 8,122 | $732.4K | 0.08% | −4,000−33.0% | Reduced |
| Beacon Financial Group | 8,135 | $733.6K | 0.08% | −118−1.4% | Reduced |
| Franklin Street Advisors Inc | 8,186 | $738.0K | 0.05% | +20.0% | Added |
| Atlantic Union Bankshares Corp | 8,234 | $742.5K | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 8,292 | $747.8K | 0.10% | +805+10.8% | Added |
| Successful Portfolios LLC | 8,313 | $749.7K | 0.51% | −10−0.1% | Reduced |
| Insight Inv LLC | 8,330 | $751.2K | 0.63% | −20−0.2% | Reduced |
| Rodgers Brothers Inc. | 8,343 | $752.4K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 8,474 | $764.2K | 0.30% | −927−9.9% | Reduced |
| William Allan, LLC | 8,478 | $764.6K | 0.47% | +105+1.3% | Added |
| Element Wealth, LLC | 8,485 | $765.2K | 0.41% | +345+4.2% | Added |
| Benin Management CORP | 8,491 | $765.7K | 0.22% | −1,000−10.5% | Reduced |
| Roberts Glore & Co Inc | 8,577 | $773.5K | 0.22% | −150−1.7% | Reduced |
| MONECO Advisors, LLC | 8,600 | $775.5K | 0.10% | +126+1.5% | Added |
| Xcel Wealth Management, LLC | 8,629 | $778.2K | 0.23% | −849−9.0% | Reduced |
| Journey Advisory Group, LLC | 10,033 | $778.3K | 0.09% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 8,641 | $779.2K | 0.09% | −102−1.2% | Reduced |
| KPP Advisory Services LLC | 8,648 | $779.9K | 0.19% | −185−2.1% | Reduced |
| Valley Brook Capital Group | 8,652 | $780.2K | 0.56% | +20.0% | Added |
| Howard Capital Management Group, LLC | 8,698 | $784.3K | 0.06% | 00.0% | Unchanged |
| Kennedy Investment Group | 8,746 | $788.7K | 0.36% | −210−2.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 8,787 | $792.4K | 0.20% | +8,787 | New |
| Siemens Fonds Invest GmbH | 8,795 | $793.1K | 0.06% | +1,941+28.3% | Added |
| Gables Capital Management Inc. | 8,796 | $793.2K | 0.40% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 8,826 | $795.9K | 0.20% | +39+0.4% | Added |
| Park National Corp | 8,855 | $798.5K | 0.03% | −278−3.0% | Reduced |
| Midland Wealth Advisors LLC | 8,868 | $799.7K | 0.05% | −5,267−37.3% | Reduced |
| Capital Wealth Planning, LLC | 8,872 | $800.1K | 0.01% | +8,872 | New |
| Montecito Bank & Trust | 8,875 | $800.3K | 0.14% | +537+6.4% | Added |
| First National Corp | 8,894 | $802.1K | 0.18% | −962−9.8% | Reduced |
| Mechanics Financial Corp | 8,898 | $802.4K | 0.35% | +379+4.4% | Added |
| Clear Creek Financial Management, LLC | 8,906 | $803.2K | 0.09% | −443−4.7% | Reduced |
| Modera Wealth Management, LLC | 8,939 | $806.1K | 0.01% | −109−1.2% | Reduced |
| Community Bank of Raymore | 8,950 | $807.1K | 0.61% | 00.0% | Unchanged |
| Cypress Capital Group | 8,968 | $808.7K | 0.09% | +20+0.2% | Added |
| HBW Advisory Services LLC | 8,971 | $809.0K | 0.12% | +6,162+219.4% | Added |
| Exencial Wealth Advisors, LLC | 9,005 | $812.0K | 0.03% | +322+3.7% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 9,018 | $813.2K | 0.58% | +9,018 | New |
| Rehmann Capital Advisory Group | 9,035 | $814.8K | 0.05% | +185+2.1% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $816.6K | 0.27% | 00.0% | Unchanged |
| Mather Group, LLC. | 9,084 | $819.2K | 0.01% | −9,768−51.8% | Reduced |
| Woodward Diversified Capital, LLC | 9,089 | $819.6K | 0.52% | −459−4.8% | Reduced |
| Edge Capital Group, LLC | 9,125 | $822.9K | 0.04% | 00.0% | Unchanged |
| JT Stratford LLC | 9,158 | $825.8K | 0.14% | +1,511+19.8% | Added |
| Carmichael Hill & Associates, Inc. | 9,166 | $826.6K | 0.31% | +497+5.7% | Added |