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 |
|---|---|---|---|---|---|
| GQG Partners LLC | 16,555,903 | $1.49B | 2.34% | +2,876,886+21.0% | Added |
| Price T Rowe Associates Inc | 18,024,377 | $1.63B | 0.19% | −1,309,804−6.8% | Reduced |
| Geode Capital Management, LLC | 24,521,339 | $2.20B | 0.18% | +1,075,768+4.6% | Added |
| Massachusetts Financial Services Co | 25,166,223 | $2.27B | 0.68% | −696,149−2.7% | Reduced |
| Capital International Investors | 28,529,941 | $2.57B | 0.49% | −293,044−1.0% | Reduced |
| FMR LLC | 29,375,592 | $2.65B | 0.16% | −1,018,607−3.4% | Reduced |
| JPMorgan Chase & Co | 54,724,725 | $4.94B | 0.39% | +14,805,400+37.1% | Added |
| State Street Corp | 58,928,637 | $5.31B | 0.22% | +1,545,777+2.7% | Added |
| BlackRock, Inc. | 80,488,813 | $7.26B | 0.15% | +80,488,813 | New |
| Vanguard Group Inc | 102,092,031 | $9.21B | 0.16% | +1,328,094+1.3% | Added |
| ClearBridge Investments Ltd | 0 | $0 | 0.00% | −1,738,839−100.0% | Sold out |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −642,679−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −611,434−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −192,044−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −62,556−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −57,300−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −48,547−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −43,628−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −43,111−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −43,016−100.0% | Sold out |
| Brick & Kyle, Associates | 0 | $0 | 0.00% | −38,468−100.0% | Sold out |
| Gunn & Co Investment Management, Inc. | 0 | $0 | 0.00% | −28,236−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −26,530−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,760−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −23,236−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −19,220−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,268−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −14,443−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −6,853−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −6,293−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −5,862−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Keystone Financial Planning, Inc. | 0 | $0 | 0.00% | −5,508−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −5,208−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −5,142−100.0% | Sold out |
| Chaney Capital Management, Inc. | 0 | $0 | 0.00% | −5,018−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,908−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,907−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −4,526−100.0% | Sold out |
| NSI Retail Advisors, LLC | 0 | $0 | 0.00% | −4,526−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,234−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −4,138−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −4,019−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,926−100.0% | Sold out |
| Guardian Investment Management | 0 | $0 | 0.00% | −3,910−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Oak Hill Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,484−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −3,121−100.0% | Sold out |
| Maripau Wealth Management LLC | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −2,874−100.0% | Sold out |
| Wealthquest Corp | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,917−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Hyman Charles D | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| JPL Wealth Management, LLC | – | – | – | – | Not filed |
| Abbrea Capital, LLC | – | – | – | – | Not filed |
| Farmers National Bank | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| PFW Advisors LLC | – | – | – | – | Not filed |
| Girard Partners Ltd. | – | – | – | – | Not filed |
| Members Wealth LLC | – | – | – | – | Not filed |
| Greylin Investment Mangement Inc | – | – | – | – | Not filed |
| Ascension Asset Management LLC | – | – | – | – | Not filed |
| Hall Capital Management Co Inc | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |