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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 94,887 | $8.56M | 0.71% | +802+0.9% | Added |
| Insight Folios Inc | 96,698 | $8.72M | 3.11% | +2,802+3.0% | Added |
| ARS Wealth Advisors Group, LLC | 96,799 | $8.73M | 1.07% | +1,505+1.6% | Added |
| Steel Peak Wealth Management LLC | 96,892 | $8.74M | 0.39% | +90,846+1,502.6% | Added |
| Advisors Preferred, LLC | 96,501 | $8.77M | 1.34% | +96,501 | New |
| Hantz Financial Services, Inc. | 97,877 | $8.83M | 0.16% | −3,119−3.1% | Reduced |
| Visionary Wealth Advisors | 98,323 | $8.87M | 0.54% | −9,708−9.0% | Reduced |
| Associated Banc-Corp | 98,620 | $8.89M | 0.26% | −8,332−7.8% | Reduced |
| Rothschild Investment LLC | 98,633 | $8.89M | 0.58% | −594−0.6% | Reduced |
| Azimuth Capital Investment Management LLC | 98,870 | $8.92M | 0.35% | +1,579+1.6% | Added |
| Principle Wealth Partners LLC | 99,078 | $8.93M | 0.63% | −293−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 99,718 | $8.99M | 0.06% | +2,011+2.1% | Added |
| Advisors Management Group Inc | 100,735 | $9.08M | 2.15% | −384−0.4% | Reduced |
| Allianz Asset Management GmbH | 102,524 | $9.25M | 0.01% | −4,579−4.3% | Reduced |
| Fiduciary Group LLC | 102,534 | $9.25M | 0.94% | −2,973−2.8% | Reduced |
| Arkadios Wealth Advisors | 103,995 | $9.38M | 0.53% | −3,562−3.3% | Reduced |
| Blair William & Co | 104,282 | $9.40M | 0.03% | +3,870+3.9% | Added |
| JustInvest LLC | 104,531 | $9.43M | 0.15% | +9,081+9.5% | Added |
| Foundations Investment Advisors, LLC | 105,001 | $9.47M | 0.20% | +39,840+61.1% | Added |
| King Luther Capital Management Corp | 105,153 | $9.48M | 0.04% | +22,553+27.3% | Added |
| Advisory Services Network, LLC | 122,623 | $9.51M | 0.20% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 105,545 | $9.52M | 0.03% | +6,574+6.6% | Added |
| TCTC Holdings, LLC | 105,934 | $9.55M | 0.32% | −5,848−5.2% | Reduced |
| Atria Wealth Solutions, Inc. | 105,948 | $9.55M | 0.10% | +2,259+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 106,535 | $9.60M | 0.10% | +73,880+226.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 107,033 | $9.65M | 0.02% | −3,179−2.9% | Reduced |
| Fifth Third Bancorp | 107,276 | $9.67M | 0.04% | +414+0.4% | Added |
| Trexquant Investment LP | 107,860 | $9.73M | 0.12% | +107,860 | New |
| Thompson Siegel & Walmsley LLC | 108,199 | $9.76M | 0.15% | +108,199 | New |
| Fisher Asset Management, LLC | 108,361 | $9.77M | 0.00% | +5,589+5.4% | Added |
| Bell Bank | 108,699 | $9.80M | 1.16% | −18,458−14.5% | Reduced |
| Kanawha Capital Management LLC | 110,366 | $9.95M | 0.72% | −1,210−1.1% | Reduced |
| Private Advisor Group, LLC | 110,536 | $9.97M | 0.06% | +1,484+1.4% | Added |
| RFG Advisory, LLC | 110,985 | $10.0M | 0.30% | −18,002−14.0% | Reduced |
| Core Alternative Capital | 111,423 | $10.0M | 1.94% | −10,538−8.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 111,500 | $10.1M | 0.11% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 114,410 | $10.3M | 0.24% | −108,363−48.6% | Reduced |
| Sagefield Capital LP | 117,293 | $10.6M | 1.15% | +28,082+31.5% | Added |
| Arrowstreet Capital, Limited Partnership | 117,925 | $10.6M | 0.01% | +117,925 | New |
| Guggenheim Capital LLC | 118,082 | $10.6M | 0.08% | −27,608−18.9% | Reduced |
| Alerus Financial NA | 119,026 | $10.7M | 0.79% | −11,776−9.0% | Reduced |
| Lockheed Martin Investment Management Co | 119,110 | $10.7M | 0.50% | −36,210−23.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 120,916 | $10.9M | 0.14% | −390.0% | Reduced |
| Janus Henderson Group PLC | 121,333 | $10.9M | 0.01% | +382+0.3% | Added |
| Employees Retirement System of Texas | 121,431 | $11.0M | 0.09% | +14,461+13.5% | Added |
| QRG Capital Management, Inc. | 123,834 | $11.2M | 0.12% | +27,226+28.2% | Added |
| Signature Wealth Management Group | 124,323 | $11.2M | 4.50% | −420.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 125,629 | $11.3M | 1.72% | +3,414+2.8% | Added |
| Atria Investments LLC | 125,692 | $11.3M | 0.14% | −19,851−13.6% | Reduced |
| Rafferty Asset Management, LLC | 125,996 | $11.4M | 0.04% | +7,369+6.2% | Added |
| Pacer Advisors, Inc. | 126,185 | $11.4M | 0.02% | +20,443+19.3% | Added |
| Keybank National Association | 126,213 | $11.4M | 0.04% | −2,129−1.7% | Reduced |
| Pathstone Holdings, LLC | 129,210 | $11.7M | 0.05% | −26,345−16.9% | Reduced |
| Vestcor Inc | 131,374 | $11.8M | 0.37% | −4,268−3.1% | Reduced |
| Biondo Investment Advisors, LLC | 132,145 | $11.9M | 1.63% | +485+0.4% | Added |
| Nissay Asset Management Corp | 133,097 | $12.0M | 0.08% | +4,087+3.2% | Added |
| Rockland Trust Co | 133,928 | $12.1M | 0.59% | −4,472−3.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 133,953 | $12.1M | 0.31% | −13,175−9.0% | Reduced |
| Independent Advisor Alliance | 134,194 | $12.1M | 0.44% | +7,443+5.9% | Added |
| Mutual of America Capital Management LLC | 134,624 | $12.1M | 0.13% | −3,264−2.4% | Reduced |
| Jane Street Group, LLC | 135,808 | $12.2M | 0.02% | −556,706−80.4% | Reduced |
| Cullinan Associates Inc | 131,699 | $12.2M | 0.69% | +330.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 137,740 | $12.4M | 0.04% | −13,097−8.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 138,447 | $12.5M | 0.02% | +33,266+31.6% | Added |
| Klingenstein Fields & Co LP | 139,390 | $12.6M | 0.50% | +2,429+1.8% | Added |
| Bank of Nova Scotia | 139,923 | $12.6M | 0.03% | +20,761+17.4% | Added |
| Raymond James Trust N.A. | 140,100 | $12.6M | 0.27% | +25,462+22.2% | Added |
| CCM Investment Advisers LLC | 140,529 | $12.7M | 1.41% | +1,475+1.1% | Added |
| CIBC Private Wealth Group, LLC | 141,041 | $12.7M | 0.02% | +1,611+1.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 142,916 | $12.9M | 0.14% | +4,711+3.4% | Added |
| Intact Investment Management Inc. | 143,110 | $12.9M | 0.43% | +13,110+10.1% | Added |
| State of Alaska, Department of Revenue | 143,580 | $12.9M | 0.14% | −11,280−7.3% | Reduced |
| New York Life Investment Management LLC | 145,367 | $13.1M | 0.13% | −4,821−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 145,829 | $13.2M | 0.08% | +1,602+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 147,771 | $13.3M | 0.12% | +62,230+72.7% | Added |
| CIBC World Markets Corp | 148,373 | $13.4M | 0.10% | +7,541+5.4% | Added |
| Xponance, Inc. | 148,919 | $13.4M | 0.13% | +3,069+2.1% | Added |
| Bragg Financial Advisors, Inc | 149,869 | $13.5M | 0.56% | +1,655+1.1% | Added |
| Commerce Bank | 150,989 | $13.6M | 0.08% | +8,246+5.8% | Added |
| Public Employees Retirement Association of Colorado | 151,299 | $13.6M | 0.05% | +103+0.1% | Added |
| Benjamin Edwards Inc | 152,675 | $13.8M | 0.20% | +145,667+2,078.6% | Added |
| Calamos Wealth Management LLC | 153,815 | $13.9M | 0.71% | −35,433−18.7% | Reduced |
| Capital Group Private Client Services, Inc. | 154,654 | $13.9M | 0.13% | −2,167−1.4% | Reduced |
| Pinnacle Financial Partners Inc | 155,865 | $14.1M | 0.28% | +2,867+1.9% | Added |
| ProShare Advisors LLC | 159,997 | $14.4M | 0.04% | +1,243+0.8% | Added |
| Moody Lynn & Lieberson, LLC | 161,539 | $14.6M | 0.90% | +51,472+46.8% | Added |
| M&T Bank Corp | 162,983 | $14.7M | 0.05% | +2,056+1.3% | Added |
| Yousif Capital Management, LLC | 163,992 | $14.8M | 0.16% | −2,457−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 166,869 | $15.0M | 0.28% | +6,044+3.8% | Added |
| Squarepoint Ops LLC | 167,458 | $15.1M | 0.05% | −253,613−60.2% | Reduced |
| HB Wealth Management, LLC | 168,875 | $15.2M | 0.16% | +2,339+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 169,581 | $15.2M | 0.14% | +20,120+13.5% | Added |
| Rockefeller Capital Management L.P. | 170,000 | $15.3M | 0.04% | +988+0.6% | Added |
| AQR Capital Management LLC | 170,259 | $15.3M | 0.02% | +27,399+19.2% | Added |
| Dakota Wealth Management | 172,449 | $15.6M | 0.35% | −12,181−6.6% | Reduced |
| CWM, LLC | 178,379 | $16.1M | 0.07% | +9,481+5.6% | Added |
| Utah Retirement Systems | 181,072 | $16.3M | 0.18% | +700+0.4% | Added |
| MAI Capital Management | 181,596 | $16.4M | 0.16% | +5,010+2.8% | Added |
| British Columbia Investment Management Corp | 182,455 | $16.5M | 0.10% | −26,541−12.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 182,506 | $16.5M | 0.04% | −8,641−4.5% | Reduced |