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 |
|---|---|---|---|---|---|
| HM Payson & Co | 9,185 | $828.3K | 0.01% | −1,216−11.7% | Reduced |
| Smith, Salley & Associates | 9,212 | $830.7K | 0.05% | +3,109+50.9% | Added |
| Linscomb & Williams, Inc. | 9,251 | $834.3K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,290 | $837.8K | 0.01% | +95+1.0% | Added |
| Madden Securities Corp | 9,296 | $838.3K | 0.36% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 9,301 | $838.8K | 0.07% | +577+6.6% | Added |
| Affinity Wealth Management LLC | 9,309 | $839.5K | 0.15% | +19+0.2% | Added |
| Danske Bank A/S | 9,363 | $844.4K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 9,386 | $846.4K | 0.29% | +46+0.5% | Added |
| Secure Asset Management, LLC | 9,396 | $847.3K | 0.14% | −1,137−10.8% | Reduced |
| Eagle Strategies LLC | 9,398 | $847.5K | 0.15% | +30.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,402 | $847.9K | 0.10% | −527−5.3% | Reduced |
| First Command Advisory Services, Inc. | 9,412 | $848.8K | 0.01% | +1,428+17.9% | Added |
| CoreCap Advisors, LLC | 9,424 | $849.8K | 0.04% | +9,424 | New |
| Kowal Investment Group, LLC | 9,496 | $856.4K | 0.16% | +340+3.7% | Added |
| Pine Valley Investments Ltd Liability Co | 9,544 | $860.7K | 0.06% | −6−0.1% | Reduced |
| Cookson Peirce & Co Inc | 9,555 | $861.7K | 0.04% | −53−0.6% | Reduced |
| Roundview Capital LLC | 9,581 | $864.0K | 0.06% | +441+4.8% | Added |
| Garner Asset Management Corp | 9,590 | $865.0K | 0.40% | −177−1.8% | Reduced |
| Asset Dedication, LLC | 9,606 | $866.3K | 0.06% | −5,034−34.4% | Reduced |
| Monetary Management Group Inc | 9,607 | $866.4K | 0.22% | +31+0.3% | Added |
| Beaumont Financial Advisors, LLC | 9,618 | $867.3K | 0.07% | +11+0.1% | Added |
| Chicago Partners Investment Group LLC | 9,250 | $870.9K | 0.03% | +1,236+15.4% | Added |
| Trueblood Wealth Management, LLC | 9,662 | $871.4K | 0.44% | −156−1.6% | Reduced |
| Retirement Guys Formula LLC | 9,784 | $882.3K | 0.41% | +1,058+12.1% | Added |
| Corton Capital Inc. | 9,791 | $883.0K | 0.43% | +9,791 | New |
| St. Johns Investment Management Company, LLC | 9,812 | $884.8K | 0.42% | −243−2.4% | Reduced |
| North Star Investment Management Corp. | 9,850 | $888.2K | 0.06% | −213−2.1% | Reduced |
| Constitution Capital LLC | 9,870 | $890.1K | 0.48% | +770+8.5% | Added |
| Dorsey & Whitney Trust CO LLC | 9,887 | $891.6K | 0.05% | +5,425+121.6% | Added |
| WSFS Capital Management, LLC | 9,888 | $891.7K | 0.05% | +204+2.1% | Added |
| Excalibur Management Corp | 9,905 | $893.2K | 0.34% | −30−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 9,938 | $896.2K | 0.59% | −296−2.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,942 | $896.6K | 0.05% | +161+1.6% | Added |
| Skopos Labs, Inc. | 9,945 | $896.8K | 0.30% | +703+7.6% | Added |
| Arrow Financial Corp | 9,960 | $898.2K | 0.08% | −5−0.1% | Reduced |
| Home Federal Bank of Tennessee | 9,990 | $900.9K | 0.26% | +1,000+11.1% | Added |
| Certified Advisory Corp | 9,994 | $901.3K | 0.10% | +2,207+28.3% | Added |
| Acorn Wealth Advisors, LLC | 9,994 | $901.3K | 0.39% | −209−2.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,073 | $908.4K | 0.09% | +2,719+37.0% | Added |
| Edge Financial Advisors LLC | 10,074 | $908.4K | 0.81% | +429+4.4% | Added |
| Thoroughbred Financial Services, LLC | 10,107 | $911.0K | 0.06% | −194−1.9% | Reduced |
| Marco Investment Management LLC | 10,127 | $913.3K | 0.08% | −8−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,162 | $916.4K | 0.25% | −26−0.3% | Reduced |
| Gilbert & Cook, Inc. | 10,169 | $917.0K | 0.13% | −209−2.0% | Reduced |
| Mendel Money Management | 10,191 | $919.0K | 0.40% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 10,229 | $922.5K | 0.17% | −3,880−27.5% | Reduced |
| Visionary Horizons, LLC | 10,233 | $922.9K | 0.62% | −410−3.9% | Reduced |
| HBK Sorce Advisory LLC | 10,247 | $924.1K | 0.03% | −605−5.6% | Reduced |
| BIP Wealth, LLC | 10,248 | $924.2K | 0.06% | +2,012+24.4% | Added |
| Field & Main Bank | 10,250 | $924.3K | 0.33% | +1,040+11.3% | Added |
| Court Place Advisors, LLC | 10,279 | $926.9K | 0.27% | −500−4.6% | Reduced |
| Keudell/Morrison Wealth Management | 10,282 | $927.2K | 0.25% | −1,386−11.9% | Reduced |
| Intrust Bank NA | 10,290 | $928.0K | 0.09% | −1,536−13.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,342 | $932.6K | 0.01% | −549−5.0% | Reduced |
| Financial Advocates Investment Management | 10,354 | $933.7K | 0.05% | −978−8.6% | Reduced |
| Plimoth Trust Co LLC | 10,382 | $936.2K | 0.24% | +15+0.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 10,390 | $937.0K | 0.22% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 10,395 | $937.4K | 0.77% | +246+2.4% | Added |
| Boston Financial Mangement LLC | 10,415 | $939.2K | 0.03% | −428−3.9% | Reduced |
| BEAM Asset Management, LLC | 10,432 | $940.7K | 0.29% | +10,432 | New |
| Morningstar Investment Management LLC | 10,492 | $943.0K | 0.09% | +50.0% | Added |
| Sunburst Financial Group, LLC | 10,466 | $943.8K | 0.24% | +20.0% | Added |
| Fiduciary Alliance LLC | 10,477 | $944.8K | 0.13% | +7,491+250.9% | Added |
| Chesley Taft & Associates LLC | 10,515 | $948.2K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 10,538 | $950.3K | 0.08% | −1,039−9.0% | Reduced |
| Wright Investors Service Inc | 10,568 | $953.0K | 0.25% | −213−2.0% | Reduced |
| MEMBERS Trust Co | 10,582 | $954.3K | 0.03% | −198−1.8% | Reduced |
| Essex Savings Bank | 10,598 | $955.7K | 0.24% | +1,210+12.9% | Added |
| Second Line Capital, LLC | 10,625 | $958.2K | 0.26% | −546−4.9% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,666 | $961.9K | 0.13% | +30.0% | Added |
| Wealth Alliance | 10,704 | $965.3K | 0.12% | −4,945−31.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,714 | $966.2K | 0.29% | +15+0.1% | Added |
| Silverlake Wealth Management LLC | 10,718 | $966.5K | 0.37% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,781 | $972.2K | 0.08% | +1,252+13.1% | Added |
| Lazard Asset Management LLC | 10,800 | $973.0K | 0.00% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 10,845 | $978.0K | 0.02% | +7,211+198.4% | Added |
| Procyon Private Wealth Partners, LLC | 10,854 | $978.8K | 0.07% | −1,796−14.2% | Reduced |
| Venturi Wealth Management, LLC | 10,874 | $980.6K | 0.05% | −326−2.9% | Reduced |
| Fidelis Capital Partners, LLC | 10,417 | $980.8K | 0.12% | +104+1.0% | Added |
| Kuhn & Co Investment Counsel | 10,939 | $986.5K | 0.84% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10,966 | $988.9K | 0.02% | +944+9.4% | Added |
| Mosley Wealth Management | 10,696 | $991.9K | 0.68% | +4,239+65.6% | Added |
| Keystone Financial Group | 11,003 | $992.2K | 0.13% | +3,969+56.4% | Added |
| Quadrant Capital Group LLC | 11,009 | $992.8K | 0.07% | −50.0% | Reduced |
| LaFleur & Godfrey LLC | 11,055 | $996.9K | 0.14% | −93−0.8% | Reduced |
| RIA Advisory Group LLC | 11,063 | $997.7K | 0.35% | +11,063 | New |
| Pensionmark Financial Group, LLC | 11,082 | $999.4K | 0.03% | +5,713+106.4% | Added |
| 1620 Investment Advisors, Inc. | 11,093 | $1.00M | 0.73% | −50−0.4% | Reduced |
| Shepherd Financial Partners LLC | 11,142 | $1.00M | 0.12% | −780−6.5% | Reduced |
| Prosperity Consulting Group, LLC | 11,216 | $1.01M | 0.08% | +1,040+10.2% | Added |
| NovaPoint Capital, LLC | 11,247 | $1.01M | 0.31% | +699+6.6% | Added |
| Trustco Bank Corp N Y | 11,257 | $1.02M | 1.02% | −2,500−18.2% | Reduced |
| Cigna Investments Inc | 11,273 | $1.02M | 0.18% | −162−1.4% | Reduced |
| Balboa Wealth Partners | 11,269 | $1.02M | 0.25% | +203+1.8% | Added |
| Viawealth, LLC | 11,319 | $1.02M | 0.59% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 11,327 | $1.02M | 0.36% | +1,218+12.0% | Added |
| Tradewinds, LLC. | 11,338 | $1.02M | 0.31% | −281−2.4% | Reduced |
| Nwam LLC | 11,449 | $1.03M | 0.06% | +11,449 | New |
| Nicollet Investment Management, Inc. | 11,461 | $1.03M | 0.36% | 00.0% | Unchanged |