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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 26,943 | $2.43M | 0.38% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 27,052 | $2.44M | 0.14% | −1,184−4.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 27,053 | $2.44M | 0.42% | −1,898−6.6% | Reduced |
| United Community Bank | 27,324 | $2.46M | 0.96% | −360−1.3% | Reduced |
| Gladstone Institutional Advisory LLC | 27,479 | $2.48M | 0.12% | −10,934−28.5% | Reduced |
| Equitable Trust Co | 27,492 | $2.48M | 0.16% | +5,067+22.6% | Added |
| PFG Investments, LLC | 27,517 | $2.48M | 0.16% | −274−1.0% | Reduced |
| Hilltop National Bank | 27,548 | $2.48M | 0.75% | +7,294+36.0% | Added |
| Jacobi Capital Management LLC | 27,591 | $2.49M | 0.19% | +320+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 27,637 | $2.49M | 0.09% | −2,292−7.7% | Reduced |
| Centaurus Financial, Inc. | 28,037 | $2.53M | 0.16% | −841−2.9% | Reduced |
| IHT Wealth Management, LLC | 28,039 | $2.53M | 0.07% | +1,840+7.0% | Added |
| Harbor Capital Advisors, Inc. | 28,177 | $2.54M | 0.11% | −84−0.3% | Reduced |
| TFG Advisers LLC | 28,204 | $2.54M | 0.91% | +221+0.8% | Added |
| Shoker Investment Counsel, Inc. | 28,388 | $2.56M | 0.86% | +169+0.6% | Added |
| Regal Investment Advisors LLC | 28,428 | $2.56M | 0.18% | −413−1.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,497 | $2.57M | 0.39% | +42+0.1% | Added |
| Vident Advisory, LLC | 28,502 | $2.57M | 0.06% | +4,022+16.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 28,750 | $2.59M | 0.10% | +360+1.3% | Added |
| Old Port Advisors | 28,886 | $2.60M | 0.72% | +561+2.0% | Added |
| Mechanics Bank Trust Department | 28,910 | $2.61M | 0.35% | −100−0.3% | Reduced |
| Proequities, Inc. | 28,956 | $2.61M | 0.16% | +426+1.5% | Added |
| Diversified, LLC | 28,986 | $2.61M | 0.29% | +66+0.2% | Added |
| Diversified Enterprises, LLC | 28,986 | $2.61M | 0.29% | +28,986 | New |
| Adalta Capital Management LLC | 29,344 | $2.65M | 1.36% | +1,425+5.1% | Added |
| Mutual Advisors, LLC | 28,340 | $2.65M | 0.08% | +558+2.0% | Added |
| Broadwater Capital Management LLC | 29,457 | $2.66M | 1.96% | −424−1.4% | Reduced |
| Fulton Bank, N.A. | 29,636 | $2.67M | 0.10% | −13,080−30.6% | Reduced |
| Harbour Trust & Investment Management Co | 29,728 | $2.68M | 0.31% | −1,363−4.4% | Reduced |
| Rockline Wealth Management, LLC | 29,895 | $2.70M | 0.76% | +914+3.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,957 | $2.70M | 0.26% | −46−0.2% | Reduced |
| Pullen Investment Management, LLC | 29,963 | $2.70M | 1.98% | +446+1.5% | Added |
| Clarkston Capital Partners, LLC | 30,000 | $2.71M | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.71M | 0.10% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 30,018 | $2.71M | 1.14% | +98+0.3% | Added |
| Greenleaf Trust | 30,146 | $2.72M | 0.02% | +755+2.6% | Added |
| J.W. Cole Advisors, Inc. | 30,199 | $2.72M | 0.11% | +2,555+9.2% | Added |
| OneAscent Wealth Management LLC | 30,230 | $2.73M | 1.03% | +30,230 | New |
| South State Corp. | 30,357 | $2.74M | 0.19% | −960−3.1% | Reduced |
| Bank Ozk | 30,564 | $2.76M | 1.14% | +527+1.8% | Added |
| Biltmore Family Office, LLC | 30,697 | $2.77M | 0.47% | +45+0.1% | Added |
| Holderness Investments Co | 31,020 | $2.80M | 0.61% | +70+0.2% | Added |
| Marshall Financial Group LLC | 31,178 | $2.81M | 0.67% | −240−0.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 31,180 | $2.81M | 0.05% | +9,093+41.2% | Added |
| Texas Yale Capital Corp. | 31,271 | $2.82M | 0.12% | +590+1.9% | Added |
| apricus wealth, LLC | 31,290 | $2.82M | 1.86% | +685+2.2% | Added |
| Hayek Kallen Investment Management | 31,323 | $2.83M | 1.00% | −462−1.5% | Reduced |
| Bank of Hawaii | 31,378 | $2.83M | 0.12% | +505+1.6% | Added |
| Lakeview Capital Partners, LLC | 31,516 | $2.84M | 0.45% | −11,222−26.3% | Reduced |
| Jump Financial, LLC | 31,531 | $2.84M | 0.06% | +21,541+215.6% | Added |
| Change Path, LLC | 31,832 | $2.87M | 0.10% | +9,855+44.8% | Added |
| Great Lakes Retirement, Inc. | 32,016 | $2.89M | 0.37% | +12,914+67.6% | Added |
| Leelyn Smith, LLC | 32,032 | $2.89M | 0.52% | +35+0.1% | Added |
| Harbour Investments, Inc. | 32,249 | $2.91M | 0.09% | +170+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.92M | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 32,374 | $2.92M | 0.20% | −2,893−8.2% | Reduced |
| Coastal Bridge Advisors, LLC | 32,386 | $2.92M | 0.72% | +86+0.3% | Added |
| Courier Capital LLC | 32,388 | $2.92M | 0.20% | +22,766+236.6% | Added |
| Hartford Financial Management Inc. | 32,389 | $2.92M | 0.60% | −58−0.2% | Reduced |
| Johnson Investment Counsel Inc | 32,522 | $2.93M | 0.03% | +294+0.9% | Added |
| Allworth Financial LP | 32,860 | $2.96M | 0.02% | +2,074+6.7% | Added |
| Nicholas Hoffman & Company, LLC. | 32,923 | $2.97M | 0.13% | +160.0% | Added |
| Robbins Farley LLC | 33,078 | $2.98M | 1.50% | −1,486−4.3% | Reduced |
| Kingsview Wealth Management, LLC | 33,260 | $3.00M | 0.06% | −1,404−4.1% | Reduced |
| Credit Agricole S A | 33,312 | $3.00M | 0.02% | −8,231−19.8% | Reduced |
| First National Trust Co | 33,493 | $3.02M | 0.12% | −1,469−4.2% | Reduced |
| Concord Asset Management, LLC | 33,681 | $3.04M | 0.69% | +7,922+30.8% | Added |
| KCM Investment Advisors LLC | 33,738 | $3.04M | 0.10% | −80.0% | Reduced |
| Waterloo Capital, L.P. | 33,874 | $3.05M | 0.33% | +6,201+22.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 34,319 | $3.09M | 1.67% | −884−2.5% | Reduced |
| Compagnie Lombard Odier SCmA | 34,500 | $3.11M | 0.05% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 34,550 | $3.12M | 0.04% | +31,110+904.4% | Added |
| Andra AP-fonden | 34,600 | $3.12M | 0.05% | +34,600 | New |
| Northwestern Mutual Investment Management Company, LLC | 34,656 | $3.13M | 0.07% | −141−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 34,780 | $3.14M | 0.58% | −1,220−3.4% | Reduced |
| First National Advisers, LLC | 34,937 | $3.15M | 0.50% | +34,937 | New |
| McRae Capital Management Inc | 35,132 | $3.17M | 0.62% | +78+0.2% | Added |
| Worldquant Millennium Advisors LLC | 35,205 | $3.17M | 0.02% | +35,205 | New |
| Forte Capital LLC | 35,267 | $3.18M | 0.36% | −286−0.8% | Reduced |
| Lantz Financial LLC | 35,339 | $3.19M | 0.86% | −999−2.7% | Reduced |
| Woodmont Investment Counsel LLC | 35,823 | $3.23M | 0.24% | +168+0.5% | Added |
| Magnetar Financial LLC | 35,943 | $3.24M | 0.07% | +35,943 | New |
| Investment Management Corp of Ontario | 36,242 | $3.27M | 0.07% | +11,900+48.9% | Added |
| Temasek Holdings (Private) Ltd | 36,336 | $3.28M | 0.01% | +36,336 | New |
| Family Legacy, Inc. | 36,388 | $3.28M | 1.09% | −205−0.6% | Reduced |
| RFP Financial Group LLC | 36,686 | $3.31M | 1.08% | +15,948+76.9% | Added |
| Farmers Trust Co | 36,778 | $3.32M | 0.62% | +25,843+236.3% | Added |
| Bokf, NA | 36,641 | $3.32M | 0.06% | +644+1.8% | Added |
| Daymark Wealth Partners, LLC | 36,936 | $3.33M | 0.14% | +2,394+6.9% | Added |
| Avantax Planning Partners, Inc. | 37,084 | $3.34M | 0.12% | −2,110−5.4% | Reduced |
| HighPoint Advisor Group LLC | 37,877 | $3.35M | 0.20% | +563+1.5% | Added |
| Empirical Finance, LLC | 37,389 | $3.37M | 0.20% | +835+2.3% | Added |
| Omers Administration Corp | 37,893 | $3.42M | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 38,109 | $3.44M | 0.57% | +7,855+26.0% | Added |
| Dearborn Partners LLC | 38,392 | $3.46M | 0.14% | −90.0% | Reduced |
| Alberta Investment Management Corp | 38,700 | $3.49M | 0.03% | +38,700 | New |
| GYL Financial Synergies, LLC | 38,793 | $3.50M | 0.26% | −112−0.3% | Reduced |
| Barometer Capital Management Inc. | 38,830 | $3.50M | 1.01% | +11,190+40.5% | Added |
| Peapack Gladstone Financial Corp | 39,087 | $3.53M | 0.05% | +1,568+4.2% | Added |
| Bailard, Inc. | 39,107 | $3.53M | 0.09% | +2,066+5.6% | Added |