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 |
|---|---|---|---|---|---|
| American Trust Investment Advisors, LLC | 59,512 | $5.37M | 2.20% | −1,270−2.1% | Reduced |
| Baugh & Associates, LLC | 61,493 | $5.38M | 2.77% | +210+0.3% | Added |
| Schnieders Capital Management LLC | 60,204 | $5.43M | 1.03% | −70−0.1% | Reduced |
| Securian Asset Management, Inc | 60,474 | $5.45M | 0.16% | −2,398−3.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 61,076 | $5.51M | 0.39% | +36,603+149.6% | Added |
| Shilanski & Associates, Inc. | 61,189 | $5.52M | 1.80% | −1,762−2.8% | Reduced |
| Louisiana State Employees Retirement System | 61,600 | $5.56M | 0.10% | −300−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 62,298 | $5.62M | 0.31% | −460−0.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 62,906 | $5.67M | 0.45% | +707+1.1% | Added |
| Moors & Cabot, Inc. | 63,044 | $5.69M | 0.28% | −6,810−9.7% | Reduced |
| Maryland State Retirement & Pension System | 63,155 | $5.70M | 0.12% | −21,677−25.6% | Reduced |
| Great Valley Advisor Group, Inc. | 63,492 | $5.73M | 0.14% | +6,504+11.4% | Added |
| Buckhead Capital Management LLC | 63,561 | $5.73M | 1.81% | −552−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 63,708 | $5.75M | 0.07% | −2,129−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 63,808 | $5.75M | 0.15% | −85,070−57.1% | Reduced |
| StoneX Group Inc. | 64,207 | $5.79M | 0.42% | +1,280+2.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 65,459 | $5.90M | 1.23% | −119−0.2% | Reduced |
| Umb Bank N A | 65,459 | $5.90M | 0.09% | −1,516−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 65,629 | $5.92M | 0.09% | +3,443+5.5% | Added |
| Lumbard & Kellner, LLC | 65,942 | $5.95M | 2.62% | −41−0.1% | Reduced |
| Profund Advisors LLC | 65,963 | $5.95M | 0.23% | +5,587+9.3% | Added |
| Community Bank & Trust, Waco, Texas | 66,388 | $5.99M | 1.35% | −204−0.3% | Reduced |
| Telos Capital Management, Inc. | 66,690 | $6.01M | 0.63% | −8,426−11.2% | Reduced |
| Walleye Capital LLC | 67,467 | $6.08M | 0.06% | −83,930−55.4% | Reduced |
| Spirepoint Private Client, LLC | 67,570 | $6.09M | 0.81% | +2,372+3.6% | Added |
| Simmons Bank | 67,797 | $6.11M | 0.44% | +3,684+5.7% | Added |
| Ieq Capital, LLC | 68,124 | $6.14M | 0.08% | −6,935−9.2% | Reduced |
| Cornerstone Capital, Inc. | 68,557 | $6.18M | 0.58% | −505−0.7% | Reduced |
| Cresset Asset Management, LLC | 68,662 | $6.19M | 0.02% | +3,246+5.0% | Added |
| Hartford Investment Management Co | 68,907 | $6.21M | 0.20% | −1,232−1.8% | Reduced |
| City Holding Co | 68,933 | $6.22M | 0.86% | +3,680+5.6% | Added |
| Oppenheimer & Co Inc | 70,199 | $6.33M | 0.10% | −1,953−2.7% | Reduced |
| South Dakota Investment Council | 70,483 | $6.36M | 0.12% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 70,626 | $6.37M | 0.05% | −320−0.5% | Reduced |
| Americana Partners, LLC | 70,700 | $6.38M | 0.43% | +5,096+7.8% | Added |
| Carson Advisory Inc. | 70,707 | $6.38M | 4.00% | +739+1.1% | Added |
| Mizuho Securities USA LLC | 70,903 | $6.39M | 0.14% | −13,408−15.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 101,703 | $6.41M | 0.03% | +23,266+29.7% | Added |
| Glenmede Trust Co NA | 71,632 | $6.46M | 0.03% | −4,405−5.8% | Reduced |
| Ellsworth Advisors, LLC | 71,782 | $6.47M | 1.68% | +222+0.3% | Added |
| Neuberger Berman Group LLC | 72,389 | $6.53M | 0.01% | +1,235+1.7% | Added |
| Foster Victor Wealth Advisors, LLC | 73,913 | $6.57M | 0.53% | +2,279+3.2% | Added |
| Jackson Hole Capital Partners, LLC | 73,054 | $6.59M | 1.37% | +2,863+4.1% | Added |
| Capital Investment Counsel, LLC | 73,101 | $6.59M | 1.14% | +170.0% | Added |
| Kempen Capital Management N.V. | 73,382 | $6.62M | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 73,598 | $6.63M | 0.14% | +1,973+2.8% | Added |
| BFSG, LLC | 73,804 | $6.66M | 0.77% | −866−1.2% | Reduced |
| Naples Global Advisors, LLC | 73,816 | $6.66M | 0.62% | −278−0.4% | Reduced |
| Carret Asset Management, LLC | 73,876 | $6.66M | 0.72% | −2,150−2.8% | Reduced |
| TD Waterhouse Canada Inc. | 75,094 | $6.73M | 0.05% | −10,642−12.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 75,009 | $6.76M | 0.13% | +31,899+74.0% | Added |
| Quantinno Capital Management LP | 75,083 | $6.77M | 0.09% | +10,057+15.5% | Added |
| Kentucky Retirement Systems | 76,174 | $6.87M | 0.20% | −6,223−7.6% | Reduced |
| Coston, McIsaac & Partners | 76,303 | $6.88M | 1.94% | +1,476+2.0% | Added |
| Old Point Trust & Financial Services N A | 76,843 | $6.93M | 2.49% | −530−0.7% | Reduced |
| Anchor Investment Management, LLC | 76,952 | $6.94M | 0.65% | +347+0.5% | Added |
| Lido Advisors, LLC | 77,109 | $6.95M | 0.05% | −875−1.1% | Reduced |
| Royal London Asset Management Ltd | 78,028 | $7.04M | 0.02% | +12,509+19.1% | Added |
| Metis Global Partners, LLC | 78,200 | $7.05M | 0.22% | +10,458+15.4% | Added |
| National Asset Management, Inc. | 78,043 | $7.05M | 0.20% | +4,323+5.9% | Added |
| Graham Capital Management, L.P. | 78,311 | $7.06M | 0.23% | +78,311 | New |
| Albion Financial Group | 79,070 | $7.13M | 0.49% | +1,771+2.3% | Added |
| Prospera Financial Services Inc | 79,234 | $7.15M | 0.18% | +43+0.1% | Added |
| Executive Wealth Management, LLC | 79,809 | $7.20M | 0.56% | +79,809 | New |
| Cornerstone Advisors, LLC | 80,000 | $7.21M | 0.29% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 80,083 | $7.22M | 0.21% | +2,930+3.8% | Added |
| MainStreet Investment Advisors LLC | 80,224 | $7.23M | 0.96% | −2,015−2.5% | Reduced |
| Thrivent Financial for Lutherans | 80,285 | $7.24M | 0.01% | −859−1.1% | Reduced |
| Central Trust Co | 80,561 | $7.27M | 0.17% | −1,879−2.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 80,702 | $7.28M | 2.50% | −36,661−31.2% | Reduced |
| GLOBALT Investments LLC | 80,740 | $7.28M | 0.27% | −3,427−4.1% | Reduced |
| Sky Investment Group LLC | 80,992 | $7.30M | 1.31% | +700+0.9% | Added |
| Am Investment Strategies LLC | 81,180 | $7.32M | 1.78% | −708−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 81,196 | $7.32M | 0.06% | −4,933−5.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 95,405 | $7.38M | 0.05% | +86,879+1,019.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 82,595 | $7.45M | 0.40% | +2,023+2.5% | Added |
| Aull & Monroe Investment Management Corp | 83,115 | $7.50M | 3.48% | −1,770−2.1% | Reduced |
| United Capital Financial Advisers, LLC | 84,343 | $7.61M | 0.06% | −3,507−4.0% | Reduced |
| Chronos Wealth Management, LLC | 84,386 | $7.61M | 3.97% | −400.0% | Reduced |
| Trustmark National Bank Trust Department | 84,903 | $7.66M | 0.58% | +7,320+9.4% | Added |
| KBC Group NV | 85,591 | $7.72M | 0.02% | +1,023+1.2% | Added |
| Davenport & Co LLC | 86,126 | $7.77M | 0.05% | −13,009−13.1% | Reduced |
| First PREMIER Bank | 86,497 | $7.80M | 1.94% | −1,167−1.3% | Reduced |
| Windle Wealth, LLC | 86,659 | $7.81M | 4.25% | −859−1.0% | Reduced |
| Massmutual Trust Co FSB | 87,056 | $7.85M | 0.22% | +305+0.4% | Added |
| Beacon Pointe Advisors, LLC | 87,503 | $7.89M | 0.09% | −15,284−14.9% | Reduced |
| Dynamic Advisor Solutions LLC | 87,594 | $7.90M | 0.24% | −3,003−3.3% | Reduced |
| Gulf International Bank (UK) Ltd | 87,857 | $7.92M | 0.20% | −4,112−4.5% | Reduced |
| Edgestream Partners, L.P. | 88,409 | $7.97M | 0.35% | −43,536−33.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 89,763 | $8.09M | 0.70% | −442−0.5% | Reduced |
| Thomasville National Bank | 90,453 | $8.16M | 0.60% | −518−0.6% | Reduced |
| UBS Oconnor LLC | 90,720 | $8.18M | 0.20% | −99,580−52.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 91,922 | $8.29M | 0.68% | +4,603+5.3% | Added |
| Pinnacle Associates Ltd | 119,564 | $8.38M | 0.14% | +3,226+2.8% | Added |
| Cornerstone Wealth Group, LLC | 92,990 | $8.39M | 0.70% | +2,284+2.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 93,582 | $8.44M | 0.04% | +93,582 | New |
| Oregon Public Employees Retirement Fund | 93,669 | $8.45M | 0.16% | −260−0.3% | Reduced |
| IFG Advisory, LLC | 94,264 | $8.50M | 0.54% | +772+0.8% | Added |
| Brookstone Capital Management | 94,392 | $8.51M | 0.13% | +10,163+12.1% | Added |
| Advocate Group LLC | 94,398 | $8.51M | 1.54% | +264+0.3% | Added |