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 |
|---|---|---|---|---|---|
| Spreng Capital Management, Inc. | 14,673 | $1.32M | 0.62% | −3,400−18.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 14,725 | $1.33M | 0.25% | +461+3.2% | Added |
| Assetmark, Inc | 14,839 | $1.34M | 0.00% | −1,839−11.0% | Reduced |
| Miracle Mile Advisors, LLC | 14,866 | $1.34M | 0.03% | +100+0.7% | Added |
| TCW Group Inc | 14,928 | $1.35M | 0.01% | −353−2.3% | Reduced |
| Bank & Trust Co | 14,950 | $1.35M | 1.09% | −315−2.1% | Reduced |
| Delta Asset Management LLC | 15,010 | $1.35M | 0.12% | −1,747−10.4% | Reduced |
| Ethic Inc. | 18,968 | $1.36M | 0.03% | −2,817−12.9% | Reduced |
| Silvercrest Asset Management Group LLC | 15,091 | $1.36M | 0.01% | +190+1.3% | Added |
| Powers Advisory Group, LLC | 15,154 | $1.37M | 0.68% | −22−0.1% | Reduced |
| Highline Wealth Partners LLC | 15,195 | $1.37M | 0.46% | +16+0.1% | Added |
| Asset Advisors Investment Management, LLC | 15,239 | $1.37M | 0.14% | −172−1.1% | Reduced |
| Ignite Planners, LLC | 15,252 | $1.38M | 0.32% | −430−2.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,361 | $1.39M | 0.34% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 17,729 | $1.40M | 0.35% | −204−1.1% | Reduced |
| Strategic Blueprint, LLC | 15,555 | $1.40M | 0.09% | −1,476−8.7% | Reduced |
| Griffin Asset Management, Inc. | 15,578 | $1.40M | 0.16% | 00.0% | Unchanged |
| BancorpSouth Bank | 15,595 | $1.41M | 0.10% | +430+2.8% | Added |
| TrinityPoint Wealth, LLC | 15,685 | $1.41M | 0.20% | +32+0.2% | Added |
| Focus Financial Network, Inc. | 15,727 | $1.42M | 0.06% | +55+0.4% | Added |
| Sculati Wealth Management, LLC | 15,810 | $1.43M | 0.57% | −450−2.8% | Reduced |
| Stokes Family Office, LLC | 15,867 | $1.43M | 0.16% | −84−0.5% | Reduced |
| Agf Management Ltd | 15,883 | $1.43M | 0.01% | −108,573−87.2% | Reduced |
| Sandy Spring Bank | 15,894 | $1.43M | 0.06% | +45+0.3% | Added |
| Adirondack Trust Co | 16,045 | $1.45M | 0.56% | −186−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,052 | $1.45M | 0.05% | −800−4.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,055 | $1.45M | 0.34% | −175−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,061 | $1.45M | 0.01% | +345+2.2% | Added |
| Kovack Advisors, Inc. | 16,062 | $1.45M | 0.15% | −703−4.2% | Reduced |
| CapWealth Advisors, LLC | 16,116 | $1.45M | 0.16% | +701+4.5% | Added |
| Caldwell Trust Co | 16,122 | $1.45M | 0.15% | +4,413+37.7% | Added |
| Advisor OS, LLC | 16,224 | $1.46M | 0.15% | +1,792+12.4% | Added |
| Valeo Financial Advisors, LLC | 16,328 | $1.47M | 0.04% | +847+5.5% | Added |
| LVZ Advisors, Inc. | 16,328 | $1.47M | 0.19% | −72−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,421 | $1.48M | 0.34% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,458 | $1.48M | 0.16% | −385−2.3% | Reduced |
| Ci Investments Inc. | 16,473 | $1.49M | 0.01% | −1,608−8.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,567 | $1.49M | 0.03% | −862−4.9% | Reduced |
| Confluence Wealth Services, Inc. | 16,590 | $1.50M | 0.11% | −2,333−12.3% | Reduced |
| Gleason Group, Inc. | 16,705 | $1.51M | 0.28% | +134+0.8% | Added |
| Smith Thornton Advisors LLC | 16,719 | $1.51M | 0.99% | +3,424+25.8% | Added |
| Centennial Bank | 16,745 | $1.51M | 0.69% | −67−0.4% | Reduced |
| LVW Advisors, LLC | 16,818 | $1.52M | 0.19% | +1,889+12.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,946 | $1.53M | 0.13% | −9,700−36.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.53M | 0.18% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 17,008 | $1.53M | 0.59% | +8,823+107.8% | Added |
| Cullen Investment Group, Ltd. | 17,040 | $1.54M | 0.23% | +32+0.2% | Added |
| High Net Worth Advisory Group LLC | 17,070 | $1.54M | 0.43% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 17,129 | $1.54M | 0.39% | +17,129 | Added |
| Koshinski Asset Management, Inc. | 17,276 | $1.56M | 0.13% | +2,532+17.2% | Added |
| Jeppson Wealth Management, LLC | 17,292 | $1.56M | 0.56% | −50.0% | Reduced |
| Smartleaf Asset Management LLC | 17,341 | $1.56M | 0.19% | +3,296+23.5% | Added |
| Wellington Shields & Co., LLC | 17,334 | $1.56M | 0.48% | 00.0% | Unchanged |
| GTS Securities LLC | 17,357 | $1.57M | 0.03% | +10,421+150.2% | Added |
| GAMMA Investing LLC | 17,380 | $1.57M | 0.16% | +4,172+31.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,396 | $1.57M | 0.54% | +50.0% | Added |
| Dark Forest Capital Management LP | 17,434 | $1.57M | 0.20% | +17,434 | New |
| Axxcess Wealth Management, LLC | 17,464 | $1.57M | 0.04% | −4,889−21.9% | Reduced |
| Accurate Wealth Management, LLC | 17,385 | $1.58M | 0.32% | −228−1.3% | Reduced |
| L.M. Kohn & Company | 17,686 | $1.59M | 0.40% | +1,480+9.1% | Added |
| Burns J W & Co Inc | 17,841 | $1.61M | 0.21% | −700−3.8% | Reduced |
| Twin Capital Management Inc | 17,915 | $1.62M | 0.18% | −361−2.0% | Reduced |
| Benedict Financial Advisors Inc | 17,924 | $1.62M | 0.38% | +186+1.0% | Added |
| Aviva PLC | 17,943 | $1.62M | 0.00% | +337+1.9% | Added |
| Twinbeech Capital LP | 17,954 | $1.62M | 0.03% | +17,954 | New |
| Allen Capital Group, LLC | 18,016 | $1.62M | 0.21% | +7,829+76.9% | Added |
| Bristlecone Advisors, LLC | 18,048 | $1.63M | 0.13% | −454−2.5% | Reduced |
| ICW Investment Advisors LLC | 18,056 | $1.63M | 0.68% | +188+1.1% | Added |
| Monte Financial Group, LLC | 18,065 | $1.63M | 0.68% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 18,077 | $1.63M | 0.12% | +60.0% | Added |
| Earnest Partners LLC | 18,120 | $1.63M | 0.01% | +4,237+30.5% | Added |
| Regent Peak Wealth Advisors LLC | 18,124 | $1.63M | 0.38% | −378−2.0% | Reduced |
| Arete Wealth Advisors, LLC | 18,209 | $1.64M | 0.14% | +125+0.7% | Added |
| NorthRock Partners, LLC | 18,182 | $1.64M | 0.05% | −515−2.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 18,287 | $1.65M | 1.22% | +743+4.2% | Added |
| Oak Harbor Wealth Partners, LLC | 18,314 | $1.65M | 0.48% | −1,246−6.4% | Reduced |
| Yeomans Consulting Group, Inc. | 18,342 | $1.65M | 0.62% | +326+1.8% | Added |
| Adapt Wealth Advisors, LLC | 18,427 | $1.66M | 0.89% | +9,971+117.9% | Added |
| SWAN Capital LLC | 18,436 | $1.66M | 0.82% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 18,456 | $1.66M | 0.08% | −840−4.4% | Reduced |
| Primoris Wealth Advisors, LLC | 18,494 | $1.67M | 1.21% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 18,882 | $1.67M | 0.32% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 18,557 | $1.67M | 0.03% | +453+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,697 | $1.69M | 0.00% | −11,914−38.9% | Reduced |
| Eagle Rock Investment Company, LLC | 18,719 | $1.69M | 0.28% | −838−4.3% | Reduced |
| Verity Asset Management, Inc. | 18,828 | $1.70M | 0.64% | −1,460−7.2% | Reduced |
| First County Bank | 18,899 | $1.70M | 0.84% | −4,561−19.4% | Reduced |
| Venture Visionary Partners LLC | 18,931 | $1.71M | 0.07% | +1,130+6.3% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.71M | 0.28% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 19,023 | $1.72M | 1.01% | +67+0.4% | Added |
| Los Angeles Capital Management LLC | 19,073 | $1.72M | 0.01% | +332+1.8% | Added |
| Salem Investment Counselors Inc | 19,080 | $1.72M | 0.05% | +26+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 19,099 | $1.72M | 0.01% | +5,429+39.7% | Added |
| Mystic Asset Management, Inc. | 19,115 | $1.72M | 0.65% | −413−2.1% | Reduced |
| RDA Financial Network | 19,239 | $1.73M | 0.54% | −1,254−6.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 19,265 | $1.74M | 0.09% | +1,666+9.5% | Added |
| Global Retirement Partners, LLC | 19,275 | $1.74M | 0.05% | +1,763+10.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,297 | $1.74M | 0.67% | +2,421+14.3% | Added |
| Weaver Capital Management LLC | 19,296 | $1.74M | 0.52% | +582+3.1% | Added |
| Geneos Wealth Management Inc. | 19,318 | $1.74M | 0.07% | +1,451+8.1% | Added |