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; 2,371 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 |
|---|---|---|---|---|---|
| Live Oak Investment Partners | – | $1.04M | 0.81% | – | – |
| Blue Fin Capital, Inc. | 11,505 | $1.04M | 0.20% | −143−1.2% | Reduced |
| Parallel Advisors, LLC | 11,537 | $1.04M | 0.02% | +1,684+17.1% | Added |
| Resources Management Corp | 11,570 | $1.04M | 0.14% | −175−1.5% | Reduced |
| Hills Bank & Trust Co | 11,579 | $1.04M | 0.08% | −5,649−32.8% | Reduced |
| Marietta Wealth Management, LLC | 11,579 | $1.04M | 0.15% | −984−7.8% | Reduced |
| Diversify Advisory Services, LLC | 11,222 | $1.04M | 0.06% | +3,237+40.5% | Added |
| GSB Wealth Management, LLC | 11,593 | $1.05M | 0.27% | −35−0.3% | Reduced |
| Bush Investment Group, LLC | 11,594 | $1.05M | 0.84% | −69−0.6% | Reduced |
| Sterling Investment Counsel, LLC | 11,598 | $1.05M | 0.37% | +1,121+10.7% | Added |
| Busey Wealth Management | 11,653 | $1.05M | 0.03% | −1,200−9.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,696 | $1.05M | 0.08% | −142−1.2% | Reduced |
| CFS Investment Advisory Services, LLC | 11,715 | $1.06M | 0.09% | −11,741−50.1% | Reduced |
| First Hawaiian Bank | 11,713 | $1.06M | 0.03% | +2,447+26.4% | Added |
| Valmark Advisers, Inc. | 11,745 | $1.06M | 0.02% | +452+4.0% | Added |
| Carnegie Capital Asset Management, LLC | 11,752 | $1.06M | 0.03% | −500−4.1% | Reduced |
| RS Crum Inc. | 11,771 | $1.06M | 0.25% | −400−3.3% | Reduced |
| Stableford Capital II LLC | 11,940 | $1.06M | 0.42% | −1,602−11.8% | Reduced |
| Ami Asset Management Corp | 11,779 | $1.06M | 0.06% | −23−0.2% | Reduced |
| Ninepoint Partners LP | 11,790 | $1.06M | 0.14% | +11,790 | New |
| Cobblestone Capital Advisors LLC | 11,832 | $1.07M | 0.06% | +180+1.5% | Added |
| CWS Financial Advisors, LLC | 11,866 | $1.07M | 0.38% | +871+7.9% | Added |
| Allegheny Financial Group LTD | 11,912 | $1.07M | 0.27% | +4,834+68.3% | Added |
| Rogco, LP | 11,921 | $1.08M | 0.42% | −34−0.3% | Reduced |
| Vinva Investment Management Ltd | 11,975 | $1.08M | 0.05% | −6,628−35.6% | Reduced |
| Columbus Macro, LLC | 12,019 | $1.08M | 0.39% | −540−4.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $1.08M | 0.53% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 12,003 | $1.08M | 0.82% | −415−3.3% | Reduced |
| Baldwin Investment Management, LLC | 12,069 | $1.09M | 0.14% | −401−3.2% | Reduced |
| Financial Security Advisor, Inc. | 12,111 | $1.09M | 0.27% | +8,248+213.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,124 | $1.09M | 0.00% | +12,124 | New |
| Leisure Capital Management | 12,156 | $1.10M | 0.47% | +12,156 | New |
| BluePath Capital Management, LLC | 12,161 | $1.10M | 0.69% | +36+0.3% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 12,199 | $1.10M | 0.71% | −1,582−11.5% | Reduced |
| Marino, Stram & Associates LLC | 12,256 | $1.11M | 0.25% | +134+1.1% | Added |
| Guardian Wealth Advisors, LLC | 12,338 | $1.11M | 0.12% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 12,338 | $1.11M | 0.07% | +2,238+22.2% | Added |
| Silver Oak Securities, Inc | 12,359 | $1.11M | 0.12% | +56+0.5% | Added |
| Firethorn Wealth Partners, LLC | 12,353 | $1.11M | 0.57% | +1,795+17.0% | Added |
| Chemung Canal Trust Co | 12,371 | $1.12M | 0.23% | −1,406−10.2% | Reduced |
| Columbia Asset Management | 12,431 | $1.12M | 0.20% | +40.0% | Added |
| Waterfront Wealth Inc. | 12,407 | $1.12M | 0.27% | +216+1.8% | Added |
| Bard Financial Services, Inc. | 12,520 | $1.13M | 0.13% | −4,065−24.5% | Reduced |
| Rocky Mountain Advisers, LLC | 12,525 | $1.13M | 0.34% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 12,534 | $1.13M | 0.03% | +1,038+9.0% | Added |
| Rowland & Co Investment Counsel | 12,545 | $1.13M | 0.23% | −2,050−14.0% | Reduced |
| Evercore Wealth Management, LLC | 12,555 | $1.13M | 0.02% | −400−3.1% | Reduced |
| Mission Wealth Management, LP | 12,605 | $1.14M | 0.03% | +1,207+10.6% | Added |
| Lebenthal Global Advisors, LLC | 12,681 | $1.14M | 0.23% | +6,089+92.4% | Added |
| Trust Point Inc. | 12,686 | $1.14M | 0.09% | −358−2.7% | Reduced |
| Reuter James Wealth Management, LLC | 12,743 | $1.15M | 0.21% | −3,576−21.9% | Reduced |
| Golden State Equity Partners | 12,747 | $1.15M | 0.18% | −60.0% | Reduced |
| Integrated Advisors Network LLC | 12,773 | $1.15M | 0.06% | −1,033−7.5% | Reduced |
| Patton Albertson Miller Group, LLC | 12,834 | $1.16M | 0.16% | −425−3.2% | Reduced |
| Country Club Bank | 12,860 | $1.16M | 0.08% | +23+0.2% | Added |
| Burney Co | 13,010 | $1.17M | 0.04% | −197−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 13,022 | $1.17M | 0.14% | −4,836−27.1% | Reduced |
| Summit Trail Advisors, LLC | 13,089 | $1.18M | 0.03% | +4,380+50.3% | Added |
| Wiser Wealth Management, Inc | 13,123 | $1.18M | 0.34% | +13,123 | New |
| IFP Advisors, Inc | 13,124 | $1.18M | 0.04% | −17,093−56.6% | Reduced |
| GoalVest Advisory LLC | 13,176 | $1.19M | 0.34% | +366+2.9% | Added |
| Plan Group Financial, LLC | 13,184 | $1.19M | 0.63% | +1,371+11.6% | Added |
| Checchi Capital Advisers, LLC | 13,229 | $1.19M | 0.09% | +80+0.6% | Added |
| United Bank | 13,250 | $1.19M | 0.14% | −450−3.3% | Reduced |
| First Trust Investment Solutions L.P. | 13,309 | $1.20M | 0.14% | +10,466+368.1% | Added |
| Cannon Financial Strategists, Inc. | 13,344 | $1.20M | 0.21% | +3,517+35.8% | Added |
| Rollins Financial Advisors, LLC | 13,521 | $1.22M | 0.20% | +1,447+12.0% | Added |
| Brighton Jones LLC | 13,555 | $1.22M | 0.05% | −289−2.1% | Reduced |
| Means Investment Co., Inc. | 13,614 | $1.23M | 0.14% | −399−2.8% | Reduced |
| SignalPoint Asset Management, LLC | 13,641 | $1.23M | 0.29% | −98−0.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 13,630 | $1.23M | 0.05% | +6,969+104.6% | Added |
| Ritholtz Wealth Management | 13,653 | $1.23M | 0.04% | +2,476+22.2% | Added |
| Empire Financial Management Company, LLC | 13,667 | $1.23M | 0.38% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 13,672 | $1.23M | 0.15% | −117−0.8% | Reduced |
| Adviser Investments LLC | 13,698 | $1.24M | 0.02% | +1,519+12.5% | Added |
| Mesirow Financial Investment Management, Inc. | 13,710 | $1.24M | 0.02% | +1,157+9.2% | Added |
| Archford Capital Strategies, LLC | 13,763 | $1.24M | 0.19% | −1,093−7.4% | Reduced |
| West Bancorporation Inc | 13,820 | $1.25M | 0.83% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 13,854 | $1.25M | 0.42% | +98+0.7% | Added |
| Detalus Advisors, LLC | 13,877 | $1.25M | 0.42% | +3,614+35.2% | Added |
| Flputnam Investment Management Co | 13,829 | $1.26M | 0.02% | −753−5.2% | Reduced |
| Farmers & Merchants Investments Inc | 14,080 | $1.27M | 0.04% | +1,149+8.9% | Added |
| Berkeley Capital Partners, LLC | 14,169 | $1.28M | 0.36% | +500+3.7% | Added |
| Clough Capital Partners L P | 14,208 | $1.28M | 0.13% | +14,208 | New |
| Ti-Trust, Inc | 14,210 | $1.28M | 0.92% | 00.0% | Unchanged |
| DMG Group, LLC | 14,235 | $1.28M | 1.04% | −454−3.1% | Reduced |
| XML Financial, LLC | 14,249 | $1.28M | 0.12% | +1,113+8.5% | Added |
| Chatham Capital Group, Inc. | 14,294 | $1.29M | 0.21% | +50+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 14,306 | $1.29M | 0.64% | +48+0.3% | Added |
| Register Financial Advisors LLC | 14,325 | $1.29M | 0.66% | −3,473−19.5% | Reduced |
| Old National Bancorp | 14,346 | $1.29M | 0.03% | −365−2.5% | Reduced |
| Personal Cfo Solutions, LLC | 14,390 | $1.30M | 0.18% | +65+0.5% | Added |
| Qtron Investments LLC | 14,394 | $1.30M | 0.18% | +4,948+52.4% | Added |
| Wedmont Private Capital | 14,610 | $1.30M | 0.07% | +2,002+15.9% | Added |
| Scotia Capital Inc. | 14,430 | $1.30M | 0.01% | +9,413+187.6% | Added |
| Red Door Wealth Management, LLC | 14,459 | $1.30M | 0.22% | +533+3.8% | Added |
| Philadelphia Trust Co | 14,470 | $1.30M | 0.09% | −1,100−7.1% | Reduced |
| Fca Corp | 14,561 | $1.31M | 0.40% | +14,561 | New |
| Bahl & Gaynor Inc | 14,625 | $1.32M | 0.01% | +1,060+7.8% | Added |
| Grimes & Company, Inc. | 14,641 | $1.32M | 0.04% | +2,341+19.0% | Added |