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 |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 1,552 | $139.9K | 0.03% | +202+15.0% | Added |
| S.A. Mason LLC | 1,583 | $142.8K | 0.08% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,595 | $143.0K | 0.04% | +7+0.4% | Added |
| Olistico Wealth, LLC | 1,600 | $144.3K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,647 | $148.5K | 0.02% | −7−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,648 | $148.6K | 0.08% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,650 | $148.8K | 0.02% | −50−2.9% | Reduced |
| Toth Financial Advisory Corp | 1,669 | $150.5K | 0.02% | −47−2.7% | Reduced |
| Hobbs Group Advisors, LLC | 1,678 | $151.3K | 0.05% | +125+8.0% | Added |
| Silvant Capital Management LLC | 1,727 | $155.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,740 | $156.9K | 0.02% | −205−10.5% | Reduced |
| Acropolis Investment Management, LLC | 1,747 | $157.5K | 0.01% | +350+25.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,826 | $164.7K | 0.01% | +12+0.7% | Added |
| Manchester Capital Management LLC | 1,836 | $165.6K | 0.02% | −1−0.1% | Reduced |
| Ransom Advisory, Ltd | 1,866 | $168.3K | 0.08% | −400−17.7% | Reduced |
| Riverview Trust Co | 1,882 | $169.7K | 0.15% | +15+0.8% | Added |
| MCF Advisors LLC | 1,891 | $170.5K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,901 | $171.4K | 0.10% | −33−1.7% | Reduced |
| Smithfield Trust Co | 1,915 | $174.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,015 | $174.9K | 0.02% | +4+0.2% | Added |
| TFC Financial Management | 1,998 | $180.2K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,002 | $180.5K | 0.07% | +15+0.8% | Added |
| Northwest Bank & Trust Co | 2,006 | $180.9K | 0.14% | −400−16.6% | Reduced |
| Clear Investment Research, LLC | 2,010 | $181.3K | 0.24% | −5−0.2% | Reduced |
| CVA Family Office, LLC | 2,038 | $183.8K | 0.03% | +29+1.4% | Added |
| Indiana Trust & Investment Management CO | 2,060 | $185.8K | 0.06% | 00.0% | Unchanged |
| ORG Partners LLC | 2,150 | $193.9K | 0.03% | −835−28.0% | Reduced |
| Legacy Bridge, LLC | 2,151 | $194.0K | 0.10% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $194.3K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,175 | $196.1K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,195 | $197.9K | 0.06% | −350−13.8% | Reduced |
| DT Investment Partners, LLC | 2,201 | $198.5K | 0.02% | +121+5.8% | Added |
| Cornerstone Planning Group LLC | 2,229 | $200.2K | 0.05% | +239+12.0% | Added |
| Parkside Advisors LLC | 2,228 | $200.9K | 0.05% | +2,228 | New |
| NorthStar Asset Management LLC | 2,231 | $201.2K | 0.13% | −462−17.2% | Reduced |
| Braun-Bostich & Associates Inc. | 2,234 | $201.5K | 0.14% | +2,234 | New |
| Hanlon Investment Management, Inc. | 2,237 | $201.7K | 0.06% | +2,237 | New |
| Northeast Investment Management | 2,247 | $202.6K | 0.01% | −350−13.5% | Reduced |
| Emprise Bank | 2,248 | $202.7K | 0.12% | +2,248 | New |
| Bowman & Co S.C. | 2,250 | $202.9K | 0.11% | +2,250 | New |
| Robinson Smith Wealth Advisors LLC | 2,254 | $203.3K | 0.17% | −473−17.3% | Reduced |
| WealthShield Partners, LLC | 2,254 | $203.3K | 0.03% | +2,254 | New |
| Alpine Bank Wealth Management | 2,260 | $203.8K | 0.03% | +2,260 | New |
| Nomura Holdings Inc | 2,262 | $204.0K | 0.00% | −20,941−90.3% | Reduced |
| Proficio Capital Partners LLC | 2,265 | $204.3K | 0.02% | −855−27.4% | Reduced |
| Accel Wealth Management | 2,266 | $204.3K | 0.08% | +2,266 | New |
| Outlook Wealth Advisors, LLC | 2,267 | $204.4K | 0.06% | +2,267 | New |
| Legacy Edge Advisors, LLC | 2,271 | $204.8K | 0.03% | +2,271 | New |
| Rockbridge Investment Management, LCC | 2,275 | $205.2K | 0.03% | +2,275 | New |
| Muirfield Wealth Advisors LLC | 2,282 | $205.8K | 0.17% | +2,282 | New |
| Taylor Hoffman Capital Management LLC | 2,270 | $206.6K | 0.08% | +2,270 | New |
| Creative Financial Designs Inc | 2,292 | $206.7K | 0.02% | −14,109−86.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,293 | $206.8K | 0.15% | +2,293 | New |
| Alamar Capital Management, LLC | 2,298 | $207.2K | 0.11% | +2,298 | New |
| Sanders Morris Harris LLC | 2,300 | $207.4K | 0.03% | +2,300 | New |
| Stonebridge Financial Planning Group, LLC | 2,300 | $207.4K | 0.10% | +2,300 | New |
| AllGen Financial Advisors, Inc. | 2,300 | $207.4K | 0.07% | +2,300 | New |
| Williamson Legacy Group, LLC | 2,303 | $207.7K | 0.14% | +2,303 | New |
| Sage Private Wealth Group, LLC | 2,305 | $207.9K | 0.16% | +2,305 | New |
| PCA Investment Advisory Services Inc. | 2,305 | $207.9K | 0.10% | +2,305 | New |
| Ethos Financial Group, LLC | 2,309 | $208.0K | 0.03% | +2,309 | New |
| Fortis Capital Advisors, LLC | 2,319 | $209.2K | 0.07% | −298−11.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 2,320 | $209.2K | 0.03% | +2,320 | New |
| Noesis Capital Mangement Corp | 2,320 | $209.2K | 0.04% | +2,320 | New |
| Verus Capital Partners, LLC | 2,322 | $209.4K | 0.02% | +2,322 | New |
| Fortis Advisors, LLC | 2,325 | $209.7K | 0.14% | +2,325 | New |
| Sonata Capital Group Inc | 2,325 | $210.0K | 0.09% | +2,325 | New |
| Advance Capital Management, Inc. | 2,333 | $210.4K | 0.01% | +2,333 | New |
| Capstone Investment Advisors, LLC | 2,355 | $212.4K | 0.00% | −9,071−79.4% | Reduced |
| waypoint wealth counsel | 2,355 | $212.4K | 0.14% | +2,355 | New |
| William B. Walkup & Associates, Inc. | 2,358 | $212.6K | 0.13% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,358 | $212.6K | 0.16% | +2,358 | New |
| Prospect Financial Services LLC | 2,366 | $213.4K | 0.13% | +2,366 | New |
| Bank of Stockton | 2,370 | $213.7K | 0.06% | +2,370 | New |
| Tevis Investment Management | 2,377 | $214.3K | 0.16% | +2,377 | New |
| Calton & Associates, Inc. | 2,383 | $214.9K | 0.08% | +2,383 | New |
| Sweet Financial Partners, LLC | 2,386 | $215.2K | 0.05% | +2,386 | New |
| Partners in Financial Planning | 2,386 | $215.2K | 0.04% | +2,386 | New |
| Essex Investment Management Co LLC | 2,400 | $216.4K | 0.04% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 2,400 | $216.4K | 0.02% | +2,400 | New |
| RMB Capital Management, LLC | 2,401 | $216.5K | 0.00% | +2,401 | New |
| Forbes Financial Planning, Inc. | 2,404 | $216.8K | 0.16% | +2,404 | New |
| Savvy Advisors, Inc. | 2,404 | $216.8K | 0.04% | +2,404 | New |
| Prevail Innovative Wealth Advisors, LLC | 2,405 | $216.9K | 0.07% | +2,405 | New |
| Wrapmanager Inc | 2,412 | $217.5K | 0.06% | −1,655−40.7% | Reduced |
| Stephens Consulting, LLC | 2,412 | $217.5K | 0.06% | −69−2.8% | Reduced |
| LexAurum Advisors, LLC | 2,413 | $217.6K | 0.05% | +2,413 | New |
| Titleist Asset Management, LLC | 2,421 | $218.3K | 0.03% | +2,421 | New |
| Hardin Capital Partners, LLC | 2,445 | $218.3K | 0.12% | +2,445 | New |
| MBA Advisors LLC | 2,426 | $218.8K | 0.11% | +2,426 | New |
| Oak Family Advisors, LLC | 2,428 | $219.0K | 0.08% | +2,428 | New |
| Old Mission Investment Co LLC | 2,428 | $219.0K | 0.07% | +2,428 | New |
| Parkside Financial Bank & Trust | 2,429 | $219.0K | 0.03% | +8+0.3% | Added |
| Liberty Capital Management, Inc. | 2,430 | $219.1K | 0.05% | +2,430 | New |
| Santori & Peters | 2,431 | $219.3K | 0.09% | +2,431 | New |
| Tandem Capital Management Corp | 2,435 | $219.6K | 0.12% | +2,435 | New |
| Brown Financial Advisory | 2,443 | $220.3K | 0.16% | +2,443 | New |
| Jacobsen Capital Management | 2,444 | $220.4K | 0.09% | +2,444 | New |
| Mayflower Financial Advisors, LLC | 2,445 | $220.5K | 0.03% | −548−18.3% | Reduced |
| D'Orazio & Associates, Inc. | 2,451 | $221.0K | 0.03% | +2,451 | New |