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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ3 2024: 2,010 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ3 2024: $66.9B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2024.

Institutions holding SO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Westside Investment Management, Inc.2,453$221.2K0.05%00.0%Unchanged
Glassy Mountain Advisors, Inc.2,464$222.2K0.08%−265−9.7%Reduced
Delta Investment Management, LLC2,465$222.3K0.05%+2,465New
Sargent Investment Group, LLC2,467$222.5K0.04%+2,467New
Per Stirling Capital Management, LLC.2,469$222.6K0.03%+2,469New
MJP Associates Inc2,472$222.9K0.04%+2,472New
Forbes J M & Co LLP2,472$222.9K0.02%+2,472New
Curran Financial Partners, LLC2,473$223.0K0.06%−166−6.3%Reduced
Phillips Wealth Planners LLC2,416$223.0K0.21%−851−26.0%Reduced
Stevens Capital Management LP2,478$223.0K0.03%+2,478New
Shufro Rose & Co LLC2,879$223.3K0.02%00.0%Unchanged
WR Wealth Planners, LLC2,478$223.4K0.06%+95+4.0%Added
Comprehensive Financial Consultants Institutional, Inc.2,480$223.6K0.08%+2,480New
Providence First Trust Co2,490$224.5K0.10%−104−4.0%Reduced
Francis Financial, Inc.2,491$224.6K0.06%+2,491New
Wambolt & Associates, LLC2,475$224.9K0.06%+2,475New
Fayez Sarofim & Co2,500$225.4K0.00%−200−7.4%Reduced
Boston Trust Walden Corp2,500$225.4K0.00%+2,500New
Godshalk Welsh Capital Management, Inc.2,500$225.4K0.14%+2,500New
Greenfield Savings Bank2,501$225.5K0.11%−573−18.6%Reduced
AA Financial Advisors, LLC2,501$225.5K0.07%+2,501New
Unionview, LLC2,508$226.2K0.18%+2,508New
Capital Advisors Wealth Management, LLC2,517$227.0K0.04%+2,517New
Annex Advisory Services, LLC2,527$227.9K0.01%+2,527New
WMS Partners, LLC2,532$228.3K0.01%−808−24.2%Reduced
Wealth Architects, LLC2,539$229.0K0.03%+2,539New
Tompkins Financial Corp2,545$229.5K0.02%+90+3.7%Added
LMCG Investments, LLC2,550$230.0K0.01%+2,550New
Keeler & Nadler Financial Planning & Wealth Management2,552$230.1K0.11%+2,552New
Samalin Investment Counsel, LLC2,560$230.8K0.10%+2,560New
Whalen Wealth Management Inc.2,560$230.8K0.16%+2,560New
Madrona Financial Services, LLC2,566$231.4K0.06%+2,566New
Resolute Wealth Strategies, LLC2,569$231.7K0.12%+2,569New
First Manhattan Co2,570$231.8K0.00%−5,786−69.2%Reduced
Pure Financial Advisors, Inc.2,572$231.9K0.01%+2,572New
Texas Capital Bank Wealth Management Services Inc2,575$232.2K0.02%+2,575New
Centiva Capital, LP2,577$232.4K0.01%+2,577New
AlphaMark Advisors, LLC2,589$233.0K0.08%00.0%Unchanged
Laffer Tengler Investments2,600$234.5K0.05%00.0%Unchanged
Private Wealth Partners, LLC2,600$234.5K0.02%00.0%Unchanged
ING Groep NV2,600$234.5K0.00%+2,600New
Badgley Phelps Wealth Managers, LLC2,610$235.3K0.01%+2,610New
Schmidt P J Investment Management Inc2,610$235.4K0.04%−45−1.7%Reduced
Nova R Wealth, Inc.2,612$235.5K0.12%+2+0.1%Added
Aveo Capital Partners, LLC2,622$236.5K0.03%+10.0%Added
NBW Capital LLC2,623$236.5K0.04%−572−17.9%Reduced
Berkshire Asset Management LLC3,056$237.1K0.01%00.0%Unchanged
KLCM Advisors, Inc.2,633$237.4K0.03%+2,633New
Evoke Wealth, LLC2,640$238.1K0.01%+2,640New
Chickasaw Capital Management LLC2,652$239.0K0.01%00.0%Unchanged
Zevin Asset Management LLC2,650$239.0K0.04%00.0%Unchanged
Rodgers & Associates, LTD2,660$239.9K0.03%+21+0.8%Added
Waterford Advisors, LLC2,671$240.9K0.12%−420−13.6%Reduced
Gen-Wealth Partners Inc2,698$241.1K0.11%−15−0.6%Reduced
PYA Waltman Capital, LLC2,676$241.3K0.08%00.0%Unchanged
Crestwood Advisors Group LLC2,686$242.2K0.00%+2,686New
Alexander Labrunerie & Co., Inc.2,686$242.2K0.11%−4−0.1%Reduced
Horan Securities, Inc.2,696$243.1K0.09%+3+0.1%Added
Opinicus Capital, Inc.2,696$243.1K0.19%−116−4.1%Reduced
Crew Capital Management, Ltd.2,698$243.3K0.19%−500−15.6%Reduced
Vista Investment Partners LLC2,700$243.5K0.08%00.0%Unchanged
Gradient Investments LLC2,706$244.0K0.01%−603−18.2%Reduced
MBE Wealth Management, LLC2,707$244.1K0.13%+10.0%Added
Whittier Trust Co of Nevada Inc2,710$244.4K0.01%+292+12.1%Added
Investment Planning Advisors, Inc.3,156$244.8K0.12%00.0%Unchanged
Pavion Blue Capital, LLC2,715$244.8K0.11%00.0%Unchanged
Ironwood Investment Counsel, LLC2,720$245.3K0.04%+96+3.7%Added
YHB Investment Advisors, Inc.2,731$246.3K0.02%−219−7.4%Reduced
Vicus Capital2,733$246.5K0.02%−3,964−59.2%Reduced
Sivia Capital Partners, LLC2,748$247.8K0.15%+8+0.3%Added
Chelsea Counsel Co2,755$248.4K0.12%+500+22.2%Added
Strategic Financial Concepts, LLC2,758$248.7K0.08%−229,317−98.8%Reduced
Berkshire Bank2,767$249.5K0.06%+2,767New
Pine Haven Investment Counsel, Inc2,773$250.1K0.20%00.0%Unchanged
SageView Advisory Group, LLC2,788$251.4K0.01%−4,816−63.3%Reduced
Peoples Bank2,800$252.5K0.17%00.0%Unchanged
Finer Wealth Management, Inc.2,808$253.2K0.16%00.0%Unchanged
Worth Asset Management, LLC2,809$253.3K0.14%−563−16.7%Reduced
FSA Wealth Management LLC2,812$253.6K0.10%+2,812New
Williams Jones Wealth Management, LLC.2,828$255.0K0.00%−738−20.7%Reduced
Birchcreek Wealth Management, LLC2,836$255.7K0.17%+121+4.5%Added
North Star Asset Management Inc2,836$255.8K0.01%+10+0.4%Added
Strategic Financial Services, Inc,2,839$256.0K0.02%00.0%Unchanged
N.E.W. Advisory Services LLC2,840$256.1K0.03%+2,840New
Optiver Holding B.V.2,843$256.4K0.01%+2,843New
Rappaport Reiches Capital Management, LLC2,844$256.5K0.07%+2,844New
Inspire Advisors, LLC2,844$256.5K0.03%+2,844New
Buffington Mohr McNeal2,845$256.6K0.04%+2,845New
Duncan Williams Asset Management, LLC2,867$258.6K0.14%+2,867New
Onefund, LLC2,872$259.0K0.26%+21+0.7%Added
Alera Investment Advisors, LLC2,878$259.5K0.03%+75+2.7%Added
Revolve Wealth Partners, LLC2,879$259.6K0.04%+2,879New
Councilmark Asset Management, LLC2,883$260.0K0.17%00.0%Unchanged
Argus Investors' Counsel, Inc.2,883$260.0K0.17%+136+5.0%Added
Ledgewood Wealth Advisors, LLC2,892$260.8K0.18%+2,892New
Marcum Wealth, LLC2,896$261.2K0.02%−432−13.0%Reduced
Financial Partners Group, LLC2,914$262.8K0.10%00.0%Unchanged
Green Square Capital Advisors LLC2,927$263.7K0.04%−24,861−89.5%Reduced
Harvey Investment Co LLC2,926$264.0K0.03%00.0%Unchanged
Everhart Financial Group, Inc.2,934$264.6K0.06%+2,934New