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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Caitlin John, LLC | 405 | $35.4K | 0.02% | +255+170.0% | Added |
| First Community Trust NA | 400 | $36.1K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $36.1K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 400 | $36.1K | 0.01% | −27−6.3% | Reduced |
| Spectrum Wealth Counsel, LLC | 403 | $36.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 409 | $36.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 412 | $37.2K | 0.00% | +36+9.6% | Added |
| Perritt Capital Management Inc | 415 | $37.4K | 0.02% | +3+0.7% | Added |
| MB, Levis & Associates, LLC | 420 | $37.8K | 0.02% | +1+0.2% | Added |
| GW&K Investment Management, LLC | 447 | $40.0K | 0.00% | +81+22.1% | Added |
| Northwest Capital Management Inc | 449 | $40.5K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 450 | $40.6K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 450 | $41.0K | 0.03% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 459 | $41.4K | 0.02% | +15+3.4% | Added |
| Aspire Private Capital, LLC | 464 | $41.8K | 0.01% | −81−14.9% | Reduced |
| Bell Investment Advisors, Inc | 464 | $41.8K | 0.01% | +14+3.1% | Added |
| JNBA Financial Advisors | 472 | $42.6K | 0.00% | −34−6.7% | Reduced |
| VitalStone Financial, LLC | 474 | $42.7K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 477 | $43.0K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 479 | $43.2K | 0.01% | −363−43.1% | Reduced |
| Tortoise Investment Management, LLC | 490 | $44.2K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $45.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $45.1K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $45.1K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 500 | $45.1K | 0.02% | −100−16.7% | Reduced |
| West Branch Capital LLC | 501 | $45.2K | 0.02% | +129+34.7% | Added |
| Tanglewood Legacy Advisors, LLC | 508 | $45.8K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 518 | $46.7K | 0.00% | −74−12.5% | Reduced |
| Capital Analysts, LLC | 524 | $47.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 527 | $47.5K | 0.00% | +7+1.3% | Added |
| Moser Wealth Advisors, LLC | 537 | $48.4K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 539 | $48.6K | 0.01% | +539 | New |
| Center for Financial Planning, Inc. | 540 | $48.7K | 0.01% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 541 | $48.8K | 0.05% | +541 | New |
| Missouri Trust & Investment Co | 545 | $49.1K | 0.02% | −10−1.8% | Reduced |
| TruNorth Capital Management, LLC | 545 | $49.1K | 0.01% | +41+8.1% | Added |
| Central Pacific Bank - Trust Division | 553 | $49.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 556 | $50.1K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $53.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 600 | $54.1K | 0.02% | +600 | New |
| Moisand Fitzgerald Tamayo, LLC | 617 | $55.6K | 0.01% | −310−33.4% | Reduced |
| Piscataqua Savings Bank | 640 | $57.7K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 751 | $58.3K | 0.04% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 650 | $58.6K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 655 | $59.1K | 0.01% | −2,794−81.0% | Reduced |
| Washington Trust Advisors, Inc. | 659 | $59.4K | 0.01% | +9+1.4% | Added |
| Global Trust Asset Management, LLC | 663 | $59.8K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 672 | $60.6K | 0.04% | +1+0.1% | Added |
| SOA Wealth Advisors, LLC. | 678 | $61.1K | 0.01% | +3+0.4% | Added |
| Canton Hathaway, LLC | 705 | $64.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 717 | $64.7K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 744 | $67.1K | 0.03% | 00.0% | Unchanged |
| Kennebec Savings Bank | 746 | $67.3K | 0.07% | +746 | New |
| Richard W. Paul & Associates, LLC | 772 | $69.6K | 0.02% | −110−12.5% | Reduced |
| Sachetta, LLC | 773 | $69.7K | 0.03% | +400+107.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 789 | $71.2K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 805 | $72.6K | 0.04% | +211+35.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 815 | $73.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 818 | $73.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 826 | $74.5K | 0.02% | −34−4.0% | Reduced |
| Kozak & Associates, Inc. | 817 | $75.4K | 0.02% | +817 | New |
| Dunhill Financial, LLC | 837 | $75.5K | 0.04% | +112+15.4% | Added |
| USA Financial Portformulas Corp | 865 | $78.0K | 0.01% | −359−29.3% | Reduced |
| Hemington Wealth Management | 882 | $80.0K | 0.02% | +882 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 912 | $82.2K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 933 | $84.1K | 0.02% | +348+59.5% | Added |
| Leonteq Securities AG | 947 | $85.4K | 0.01% | +465+96.5% | Added |
| LRI Investments, LLC | 1,032 | $89.6K | 0.01% | −91−8.1% | Reduced |
| DAGCO, Inc. | 1,000 | $90.2K | 0.04% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,006 | $90.7K | 0.02% | +1,006 | New |
| Hazlett, Burt & Watson, Inc. | 1,033 | $93.0K | 0.04% | +275+36.3% | Added |
| Boyd Watterson Asset Management LLC | 1,036 | $93.4K | 0.03% | −34−3.2% | Reduced |
| Bellevue Asset Management, LLC | 1,052 | $94.9K | 0.05% | +4+0.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,093 | $98.6K | 0.03% | +108+11.0% | Added |
| Capital Advisors, Ltd. LLC | 1,101 | $99.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,105 | $99.6K | 0.01% | −337−23.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,123 | $101.3K | 0.05% | +1+0.1% | Added |
| TD Capital Management LLC | 1,136 | $102.5K | 0.01% | +590+108.1% | Added |
| DiNuzzo Private Wealth, Inc. | 1,139 | $102.7K | 0.01% | +1+0.1% | Added |
| Stone House Investment Management, LLC | 1,147 | $103.4K | 0.02% | +30+2.7% | Added |
| American Capital Advisory, LLC | 1,150 | $103.7K | 0.06% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,166 | $105.2K | 0.08% | −53−4.3% | Reduced |
| Proffitt & Goodson Inc | 1,182 | $106.6K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,200 | $108.2K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,200 | $108.2K | 0.02% | +1,200 | New |
| Whittier Trust Co | 1,210 | $109.1K | 0.00% | −221−15.4% | Reduced |
| Ostrum Asset Management | 1,268 | $114.3K | 0.01% | +16+1.3% | Added |
| Main Street Group, LTD | 1,273 | $114.8K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,285 | $115.9K | 0.01% | +689+115.6% | Added |
| Wintrust Investments LLC | 1,304 | $117.0K | 0.09% | −10,034−88.5% | Reduced |
| Ruedi Wealth Management, Inc. | 1,329 | $119.9K | 0.04% | −34−2.5% | Reduced |
| New Potomac Partners, LLC | 1,356 | $122.3K | 0.06% | +1,356 | New |
| Beacon Capital Management, LLC | 1,369 | $123.5K | 0.02% | +349+34.2% | Added |
| Oarsman Capital, Inc. | 1,434 | $129.3K | 0.02% | +1,434 | New |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $130.8K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,473 | $133.0K | 0.02% | +20+1.4% | Added |
| Barrett & Company, Inc. | 1,486 | $134.0K | 0.06% | +770+107.5% | Added |
| Acima Private Wealth, LLC | 1,500 | $135.3K | 0.05% | 00.0% | Unchanged |
| American National Bank | 1,517 | $136.8K | 0.02% | −289−16.0% | Reduced |
| Bogart Wealth, LLC | 1,548 | $139.6K | 0.01% | +80+5.4% | Added |