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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 19,501 | $1.76M | 0.54% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 19,588 | $1.77M | 0.80% | −610−3.0% | Reduced |
| LMG Wealth Partners, LLC | 19,654 | $1.77M | 0.41% | +762+4.0% | Added |
| Consolidated Planning Corp | 19,664 | $1.77M | 0.26% | +304+1.6% | Added |
| Westpac Banking Corp | 19,737 | $1.78M | 0.12% | 00.0% | Unchanged |
| Romano Brothers and Company | 19,801 | $1.79M | 0.22% | +372+1.9% | Added |
| Horizon Investments, LLC | 19,913 | $1.80M | 0.05% | −728−3.5% | Reduced |
| Wealthspire Advisors, LLC | 19,955 | $1.80M | 0.02% | +248+1.3% | Added |
| Canal Insurance CO | 20,000 | $1.80M | 0.42% | 00.0% | Unchanged |
| Glenview Trust Co | 20,060 | $1.81M | 0.03% | +1,858+10.2% | Added |
| Symphony Financial, Ltd. Co. | 20,067 | $1.81M | 0.30% | +741+3.8% | Added |
| Mayfair Advisory Group, LLC | 20,090 | $1.81M | 1.14% | +15+0.1% | Added |
| Atomi Financial Group, Inc. | 20,175 | $1.82M | 0.11% | +1,296+6.9% | Added |
| Meeder Advisory Services, Inc. | 20,236 | $1.82M | 0.12% | +300+1.5% | Added |
| Smith, Moore & Co. | 20,268 | $1.83M | 0.17% | +440+2.2% | Added |
| Hudson Valley Investment Advisors Inc | 20,280 | $1.83M | 0.20% | −1,374−6.3% | Reduced |
| Pacitti Group Inc. | 20,302 | $1.83M | 0.86% | +2,195+12.1% | Added |
| First United Bank Trust | 20,410 | $1.84M | 0.66% | −53−0.3% | Reduced |
| Boothbay Fund Management, LLC | 20,413 | $1.84M | 0.06% | +20,413 | New |
| Hilltop Holdings Inc. | 20,555 | $1.85M | 0.12% | +953+4.9% | Added |
| Parsons Capital Management Inc | 20,653 | $1.86M | 0.12% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 20,659 | $1.86M | 0.11% | −115−0.6% | Reduced |
| Citizens Financial Group Inc | 20,723 | $1.87M | 0.04% | +2,725+15.1% | Added |
| Wedbush Securities Inc | 20,792 | $1.88M | 0.07% | −2,250−9.8% | Reduced |
| Capital Investment Advisory Services, LLC | 20,864 | $1.88M | 0.18% | +116+0.6% | Added |
| Patten & Patten Inc | 20,935 | $1.89M | 0.13% | −1,057−4.8% | Reduced |
| Spire Wealth Management | 20,953 | $1.89M | 0.06% | +7,796+59.3% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $1.90M | 1.56% | +21,122 | New |
| Western Wealth Management, LLC | 21,191 | $1.91M | 0.11% | +7,932+59.8% | Added |
| Donaldson Capital Management, LLC | 21,268 | $1.92M | 0.07% | −1,826−7.9% | Reduced |
| Bangor Savings Bank | 21,326 | $1.92M | 0.18% | +12+0.1% | Added |
| ZWJ Investment Counsel Inc | 21,596 | $1.95M | 0.08% | −202−0.9% | Reduced |
| Southeast Asset Advisors Inc. | 21,647 | $1.95M | 0.22% | +100.0% | Added |
| Davis Capital Management | 21,684 | $1.96M | 1.55% | −430−1.9% | Reduced |
| Cape Investment Advisory, Inc. | 21,745 | $1.96M | 0.79% | +375+1.8% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.97M | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21,992 | $1.98M | 0.01% | +1,031+4.9% | Added |
| BKD Wealth Advisors, LLC | 22,004 | $1.98M | 0.05% | +22,004 | New |
| HHM Wealth Advisors, LLC | 22,061 | $1.99M | 0.28% | −2,339−9.6% | Reduced |
| Farther Finance Advisors, LLC | 22,128 | $2.00M | 0.07% | +9,222+71.5% | Added |
| Advanced Asset Management Advisors Inc | 25,805 | $2.00M | 0.53% | 00.0% | Unchanged |
| Baillie Gifford & Co | 22,231 | $2.00M | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 22,256 | $2.01M | 0.06% | −37−0.2% | Reduced |
| Old North State Trust, LLC | 22,300 | $2.01M | 1.63% | +144+0.6% | Added |
| Quest Partners LLC | 22,688 | $2.05M | 0.18% | +22,688 | New |
| NTV Asset Management LLC | 22,689 | $2.05M | 0.27% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 22,710 | $2.05M | 0.48% | −11,360−33.3% | Reduced |
| First City Capital Management, Inc. | 22,875 | $2.06M | 1.06% | +155+0.7% | Added |
| HF Advisory Group, LLC | 22,898 | $2.06M | 0.96% | +408+1.8% | Added |
| Schechter Investment Advisors, LLC | 23,019 | $2.08M | 0.15% | −54−0.2% | Reduced |
| Empowered Funds, LLC | 23,042 | $2.08M | 0.03% | +915+4.1% | Added |
| Armor Investment Advisors, LLC | 23,181 | $2.09M | 0.87% | −1,473−6.0% | Reduced |
| FinTrust Capital Advisors, LLC | 23,201 | $2.09M | 0.35% | +5,863+33.8% | Added |
| Principal Securities, Inc. | 23,267 | $2.10M | 0.05% | +856+3.8% | Added |
| Raleigh Capital Management Inc. | 23,275 | $2.10M | 0.81% | −10,068−30.2% | Reduced |
| Bleakley Financial Group, LLC | 23,368 | $2.11M | 0.06% | −1,943−7.7% | Reduced |
| Huber Capital Management LLC | 23,397 | $2.11M | 0.42% | −1,400−5.6% | Reduced |
| D L Carlson Investment Group Inc | 23,417 | $2.11M | 0.38% | +625+2.7% | Added |
| LBMC Investment Advisors, LLC | 23,525 | $2.12M | 0.17% | +30.0% | Added |
| St. Louis Financial Planners Asset Management, LLC | 23,555 | $2.13M | 1.69% | +23,555 | New |
| Citizens National Bank Trust Department | 23,636 | $2.13M | 0.45% | −205−0.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 23,712 | $2.14M | 0.29% | −49−0.2% | Reduced |
| NBT Bank N A | 23,719 | $2.14M | 0.14% | −2,151−8.3% | Reduced |
| Toroso Investments, LLC | 23,813 | $2.15M | 0.02% | +8,996+60.7% | Added |
| Capital Square, LLC | 23,847 | $2.15M | 1.31% | −1,617−6.4% | Reduced |
| Verdence Capital Advisors LLC | 23,958 | $2.16M | 0.17% | −4,030−14.4% | Reduced |
| Buckingham Strategic Partners | 24,040 | $2.17M | 0.05% | +6,927+40.5% | Added |
| Shelton Capital Management | 24,048 | $2.17M | 0.06% | −4,461−15.6% | Reduced |
| Stolper Co | 24,273 | $2.19M | 0.72% | −444−1.8% | Reduced |
| We Are One Seven, LLC | 24,378 | $2.20M | 0.10% | +3,229+15.3% | Added |
| Trust Co of Vermont | 24,445 | $2.20M | 0.11% | +844+3.6% | Added |
| Naviter Wealth, LLC | 24,483 | $2.21M | 0.31% | +536+2.2% | Added |
| Private Trust Co NA | 24,546 | $2.21M | 0.22% | −1,302−5.0% | Reduced |
| Vectors Research Management, LLC | 24,800 | $2.24M | 0.68% | +2,294+10.2% | Added |
| Ascent Wealth Partners, LLC | 24,889 | $2.24M | 0.31% | −57−0.2% | Reduced |
| NBC Securities, Inc. | 24,935 | $2.25M | 0.19% | −44,662−64.2% | Reduced |
| S.E.E.D. Planning Group LLC | 24,994 | $2.25M | 0.75% | −554−2.2% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $2.25M | 0.20% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 25,446 | $2.29M | 0.91% | −3,325−11.6% | Reduced |
| Snowden Capital Advisors LLC | 25,456 | $2.30M | 0.07% | −2,179−7.9% | Reduced |
| Diversified Trust Co | 25,516 | $2.30M | 0.06% | +10,028+64.7% | Added |
| Leo Wealth, LLC | 25,544 | $2.30M | 0.21% | +634+2.5% | Added |
| CAPROCK Group, Inc. | 25,601 | $2.31M | 0.08% | +1,215+5.0% | Added |
| Perigon Wealth Management, LLC | 25,718 | $2.32M | 0.06% | +151+0.6% | Added |
| United Services Automobile Association | 25,835 | $2.33M | 0.06% | −4,765−15.6% | Reduced |
| L & S Advisors Inc | 25,995 | $2.34M | 0.25% | −5,574−17.7% | Reduced |
| John G Ullman & Associates Inc | 26,093 | $2.35M | 0.34% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 26,099 | $2.35M | 0.07% | −1,243−4.5% | Reduced |
| Bryn Mawr Trust Co | 26,184 | $2.36M | 0.04% | +26,184 | New |
| Sowell Financial Services LLC | 26,194 | $2.36M | 0.11% | −2,429−8.5% | Reduced |
| Claro Advisors LLC | 26,237 | $2.37M | 0.31% | +1,160+4.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 26,317 | $2.37M | 0.20% | −33,150−55.7% | Reduced |
| TownSquare Capital, LLC | 26,530 | $2.39M | 0.03% | +7,694+40.8% | Added |
| Hancock Whitney Corp | 26,813 | $2.42M | 0.08% | −194−0.7% | Reduced |
| TD Private Client Wealth LLC | 26,866 | $2.42M | 0.07% | −12,605−31.9% | Reduced |
| Essex LLC | 26,881 | $2.42M | 0.50% | −590−2.1% | Reduced |
| Financial Advisory Service, Inc. | 26,885 | $2.42M | 0.19% | +1,046+4.0% | Added |
| Tyche Wealth Partners LLC | 26,904 | $2.43M | 0.55% | −572−2.1% | Reduced |
| FCG Investment Co | 26,911 | $2.43M | 1.59% | +14,875+123.6% | Added |
| EverSource Wealth Advisors, LLC | 26,918 | $2.43M | 0.15% | +1,562+6.2% | Added |