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 |
|---|---|---|---|---|---|
| Argent Trust Co | 39,384 | $3.55M | 0.15% | −7,271−15.6% | Reduced |
| Woodstock Corp | 39,783 | $3.59M | 0.35% | +2,010+5.3% | Added |
| First National Bank of Omaha | 39,811 | $3.59M | 0.23% | +39,811 | New |
| Patrick Mauro Investment Advisor, INC. | 39,911 | $3.60M | 1.90% | −681−1.7% | Reduced |
| Sovereign Financial Group, Inc. | 39,912 | $3.60M | 0.84% | −802−2.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 41,259 | $3.64M | 0.64% | −3,191−7.2% | Reduced |
| Veriti Management LLC | 40,423 | $3.65M | 0.20% | +5,541+15.9% | Added |
| LongView Wealth Management | 40,664 | $3.67M | 1.17% | +2,019+5.2% | Added |
| Mainstay Capital Management LLC | 40,703 | $3.67M | 0.61% | −127−0.3% | Reduced |
| Panagora Asset Management Inc | 40,767 | $3.68M | 0.02% | −142−0.3% | Reduced |
| Great Lakes Advisors, LLC | 40,786 | $3.68M | 0.03% | +1,214+3.1% | Added |
| Providence Capital Advisors, LLC | 40,953 | $3.69M | 0.73% | +418+1.0% | Added |
| TrueWealth Advisors, LLC | 41,020 | $3.70M | 1.24% | +202+0.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,312 | $3.73M | 0.37% | −404−1.0% | Reduced |
| Everence Capital Management Inc | 41,691 | $3.76M | 0.24% | 00.0% | Unchanged |
| Norinchukin Bank, The | 41,711 | $3.76M | 0.09% | +4,342+11.6% | Added |
| Merit Financial Group, LLC | 41,723 | $3.76M | 0.08% | +817+2.0% | Added |
| Reaves W H & Co Inc | 41,771 | $3.77M | 0.10% | −554,549−93.0% | Reduced |
| Essex Financial Services, Inc. | 40,622 | $3.78M | 0.27% | −3,820−8.6% | Reduced |
| Canandaigua National Bank & Trust Co | 42,005 | $3.79M | 0.36% | −1,408−3.2% | Reduced |
| Ameritas Investment Partners, Inc. | 42,359 | $3.82M | 0.12% | −9,441−18.2% | Reduced |
| Resources Investment Advisors, LLC. | 42,544 | $3.84M | 0.04% | −3,567−7.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 43,462 | $3.92M | 0.14% | −264−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 50,812 | $3.94M | 0.05% | +7,569+17.5% | Added |
| Waters Parkerson & Co., LLC | 43,904 | $3.96M | 0.20% | −550−1.2% | Reduced |
| MTM Investment Management, LLC | 43,952 | $3.97M | 1.55% | +30+0.1% | Added |
| RSM US Wealth Management LLC | 43,921 | $3.99M | 0.06% | +3,844+9.6% | Added |
| Gotham Asset Management, LLC | 44,269 | $3.99M | 0.04% | +36,400+462.6% | Added |
| Rench Wealth Management, Inc. | 44,390 | $4.00M | 1.37% | +318+0.7% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $4.05M | 0.51% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 45,000 | $4.06M | 0.30% | +45,000 | New |
| Brown Advisory Inc | 45,017 | $4.06M | 0.01% | +1,448+3.3% | Added |
| Intech Investment Management LLC | 45,192 | $4.08M | 0.05% | +5,266+13.2% | Added |
| Morton Community Bank | 45,250 | $4.08M | 1.07% | −585−1.3% | Reduced |
| Planning Capital Management Corp | 45,325 | $4.09M | 2.71% | −8,365−15.6% | Reduced |
| Palisade Asset Management, LLC | 45,394 | $4.09M | 0.40% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 45,247 | $4.12M | 0.17% | +941+2.1% | Added |
| Bessemer Group Inc | 45,735 | $4.12M | 0.01% | +848+1.9% | Added |
| Millennium Management LLC | 46,075 | $4.16M | 0.00% | −169,658−78.6% | Reduced |
| Shorepoint Capital Partners LLC | 46,138 | $4.16M | 0.95% | −1,817−3.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 46,208 | $4.17M | 0.21% | −85−0.2% | Reduced |
| Hengehold Capital Management LLC | 46,432 | $4.19M | 0.40% | +1,593+3.6% | Added |
| SpiderRock Advisors, LLC | 47,145 | $4.25M | 0.09% | −14,765−23.8% | Reduced |
| Greatmark Investment Partners, Inc. | 47,634 | $4.30M | 0.58% | −471−1.0% | Reduced |
| Advisors Asset Management, Inc. | 47,761 | $4.31M | 0.08% | −3,147−6.2% | Reduced |
| Prudential PLC | 47,975 | $4.33M | 0.02% | +47,975 | New |
| Laurel Wealth Advisors LLC | 48,232 | $4.35M | 0.70% | +623+1.3% | Added |
| Parkside Investments, LLC | 48,270 | $4.35M | 0.66% | +3,470+7.7% | Added |
| All Terrain Financial Advisors, LLC | 48,494 | $4.37M | 1.67% | −1,004−2.0% | Reduced |
| Westwood Holdings Group Inc. | 48,520 | $4.38M | 0.02% | +45,076+1,308.8% | Added |
| Oakworth Capital, Inc. | 48,615 | $4.38M | 0.30% | −2,968−5.8% | Reduced |
| Signaturefd, LLC | 48,675 | $4.39M | 0.08% | +793+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 48,836 | $4.40M | 0.19% | +1,871+4.0% | Added |
| Nepsis, Inc. | 49,180 | $4.44M | 1.05% | +7,925+19.2% | Added |
| Sugarloaf Wealth Management, LLC | 49,669 | $4.48M | 0.85% | −191−0.4% | Reduced |
| Montag A & Associates Inc | 49,916 | $4.50M | 0.21% | −1,635−3.2% | Reduced |
| DRW Securities, LLC | 49,927 | $4.50M | 0.25% | +43,424+667.8% | Added |
| Aventail Capital Group, LP | 50,000 | $4.51M | 0.27% | −14,292−22.2% | Reduced |
| Resolution Capital Ltd | 50,147 | $4.52M | 0.08% | +39,093+353.7% | Added |
| Zions Bancorporation, N.A. | 50,157 | $4.52M | 0.33% | −30,654−37.9% | Reduced |
| Money Concepts Capital Corp | 50,271 | $4.53M | 0.34% | −314−0.6% | Reduced |
| Bremer Bank National Association | 50,516 | $4.56M | 0.86% | +757+1.5% | Added |
| Birmingham Capital Management Co Inc | 50,675 | $4.57M | 1.66% | −725−1.4% | Reduced |
| NEOS Investment Management LLC | 50,924 | $4.59M | 0.14% | +10,556+26.1% | Added |
| Pathway Financial Advisers, LLC | 51,107 | $4.61M | 2.09% | −4,900−8.7% | Reduced |
| Summit Financial, LLC | 51,185 | $4.62M | 0.18% | +168+0.3% | Added |
| AE Wealth Management LLC | 51,193 | $4.62M | 0.04% | −31,655−38.2% | Reduced |
| Meridian Wealth Management, LLC | 51,510 | $4.65M | 0.23% | +51,510 | New |
| United Bank | 51,624 | $4.66M | 2.15% | −4,884−8.6% | Reduced |
| Wesbanco Bank Inc | 51,770 | $4.67M | 0.16% | −819−1.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 52,299 | $4.72M | 1.02% | −10,966−17.3% | Reduced |
| Equitable Holdings, Inc. | 52,551 | $4.74M | 0.05% | +6,747+14.7% | Added |
| Trajan Wealth LLC | 53,225 | $4.80M | 0.28% | −1,579−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 53,314 | $4.81M | 0.22% | −4,753−8.2% | Reduced |
| New Mexico Educational Retirement Board | 53,487 | $4.82M | 0.16% | −1,500−2.7% | Reduced |
| First Bank & Trust | 53,646 | $4.84M | 0.92% | −1,129−2.1% | Reduced |
| Main Street Financial Solutions, LLC | 53,793 | $4.85M | 0.45% | +2,194+4.3% | Added |
| Park Avenue Securities LLC | 54,064 | $4.88M | 0.05% | −3,150−5.5% | Reduced |
| First Personal Financial Services | 54,123 | $4.88M | 1.03% | −1,831−3.3% | Reduced |
| Sequoia Financial Advisors, LLC | 54,183 | $4.89M | 0.05% | +3,531+7.0% | Added |
| Trinity Legacy Partners, LLC | 55,011 | $4.94M | 1.27% | −576−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 55,106 | $4.97M | 0.14% | +1,661+3.1% | Added |
| Kestra Private Wealth Services, LLC | 55,436 | $5.00M | 0.09% | +665+1.2% | Added |
| UniSuper Management Pty Ltd | 55,906 | $5.04M | 0.04% | +481+0.9% | Added |
| Csenge Advisory Group | 56,872 | $5.06M | 0.26% | +8,427+17.4% | Added |
| Clearstead Advisors, LLC | 56,228 | $5.07M | 0.08% | −1,749−3.0% | Reduced |
| Apollon Wealth Management, LLC | 56,667 | $5.11M | 0.14% | +7,588+15.5% | Added |
| Virginia Wealth Management Group, Inc. | 56,759 | $5.12M | 3.21% | +11,338+25.0% | Added |
| Jones Financial Companies LLLP | 57,072 | $5.14M | 0.01% | +27,218+91.2% | Added |
| Nordea Investment Management AB | 57,065 | $5.17M | 0.01% | +2,046+3.7% | Added |
| First Citizens Bank & Trust Co | 57,548 | $5.19M | 0.11% | −4,059−6.6% | Reduced |
| CIBC World Markets Inc. | 57,564 | $5.19M | 0.01% | +23,124+67.1% | Added |
| Railway Pension Investments Ltd | 57,700 | $5.20M | 0.06% | +57,700 | New |
| Clearbridge Investments, LLC | 57,948 | $5.23M | 0.00% | −2,817−4.6% | Reduced |
| Jefferies Financial Group Inc. | 58,000 | $5.23M | 0.09% | +58,000 | New |
| Prime Capital Investment Advisors, LLC | 58,997 | $5.32M | 0.08% | +13,485+29.6% | Added |
| Sigma Planning Corp | 59,252 | $5.34M | 0.16% | −5,010−7.8% | Reduced |
| Bridge Creek Capital Management LLC | 59,288 | $5.35M | 1.61% | −427−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 59,409 | $5.36M | 0.05% | +763+1.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 59,409 | $5.36M | 0.05% | +59,409 | New |