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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,936 | $264.8K | 0.01% | +14+0.5% | Added |
| Berry Wealth Group, LP | 2,939 | $265.1K | 0.19% | −14−0.5% | Reduced |
| Luts & Greenleigh Group, Inc | 2,945 | $265.5K | 0.25% | +18+0.6% | Added |
| Acadian Asset Management LLC | 2,977 | $267.0K | 0.00% | +917+44.5% | Added |
| 44 Wealth Management LLC | 2,840 | $267.4K | 0.09% | +2,840 | New |
| Bank of New Hampshire | 2,968 | $267.7K | 0.07% | −600−16.8% | Reduced |
| Investment Advisory Services Inc | 2,974 | $268.2K | 0.09% | +152+5.4% | Added |
| Sunpointe, LLC | 2,975 | $268.3K | 0.22% | −878−22.8% | Reduced |
| PrairieView Partners, LLC | 3,000 | $270.0K | 0.03% | −8,200−73.2% | Reduced |
| Gray Wealth Management Inc. | 2,996 | $270.2K | 0.11% | +16+0.5% | Added |
| CRA Financial Services, LLC | 2,999 | $270.4K | 0.05% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $270.5K | 0.19% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,000 | $270.5K | 0.17% | 00.0% | Unchanged |
| KKM Financial LLC | 3,001 | $270.6K | 0.13% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,002 | $270.7K | 0.13% | −124−4.0% | Reduced |
| Truvestments Capital LLC | 3,011 | $271.5K | 0.07% | +123+4.3% | Added |
| Total Clarity Wealth Management, Inc. | 3,020 | $272.4K | 0.09% | −199−6.2% | Reduced |
| Soltis Investment Advisors LLC | 3,023 | $272.7K | 0.03% | +431+16.6% | Added |
| Magnolia Wealth Management, LLC | 3,026 | $272.9K | 0.19% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,027 | $273.0K | 0.05% | −51−1.7% | Reduced |
| Ironsides Asset Advisors, LLC | 3,030 | $273.2K | 0.08% | +3,030 | New |
| Exchange Capital Management, Inc. | 3,034 | $273.6K | 0.04% | −22−0.7% | Reduced |
| Gerber, LLC | 3,040 | $274.2K | 0.20% | +5+0.2% | Added |
| Modern Wealth Management, LLC | 3,045 | $274.7K | 0.02% | −242−7.4% | Reduced |
| Sapient Capital LLC | 3,050 | $275.0K | 0.01% | +8+0.3% | Added |
| Barnett & Company, Inc. | 3,059 | $275.9K | 0.18% | +3,059 | New |
| Simplicity Wealth,LLC | 3,075 | $277.3K | 0.03% | −24,952−89.0% | Reduced |
| Barlow Wealth Partners, Inc. | 3,120 | $277.3K | 0.04% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,084 | $278.1K | 0.04% | +3,084 | New |
| ICONIQ Capital, LLC | 3,085 | $278.2K | 0.01% | +3,085 | New |
| Financial Partners Group, Inc | 3,086 | $278.3K | 0.04% | +57+1.9% | Added |
| Ardent Capital Management, Inc. | 3,100 | $279.6K | 0.13% | −639−17.1% | Reduced |
| Anchor Capital Advisors LLC | 3,100 | $279.6K | 0.01% | −200−6.1% | Reduced |
| Brendel Financial Advisors LLC | 3,100 | $280.0K | 0.16% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,107 | $280.2K | 0.05% | −25−0.8% | Reduced |
| Gryphon Financial Partners LLC | 3,114 | $280.8K | 0.04% | +56+1.8% | Added |
| Lazari Capital Management, Inc. | 3,118 | $281.2K | 0.12% | +34+1.1% | Added |
| Cromwell Holdings LLC | 3,119 | $281.3K | 0.18% | 00.0% | Unchanged |
| Athena Investment Management | 3,123 | $281.6K | 0.16% | −100−3.1% | Reduced |
| Gibbs Wealth Management | 3,137 | $282.9K | 0.09% | +15+0.5% | Added |
| Cannon Wealth Management Services, LLC | 3,140 | $283.1K | 0.26% | +3,140 | New |
| First Financial Bankshares Inc | 3,144 | $283.5K | 0.01% | −14−0.4% | Reduced |
| PFC Capital Group, Inc. | 3,150 | $284.0K | 0.14% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,150 | $284.1K | 0.07% | −70−2.2% | Reduced |
| Octavia Wealth Advisors, LLC | 3,150 | $284.1K | 0.04% | +3+0.1% | Added |
| Kaydan Wealth Management, Inc. | 3,155 | $284.6K | 0.08% | +3,155 | New |
| Keb Asset Management, LLC | 3,162 | $285.1K | 0.09% | 00.0% | Unchanged |
| Power Wealth Management LLC | 3,163 | $285.2K | 0.12% | +3,163 | New |
| OmniStar Financial Group, Inc. | 3,163 | $285.3K | 0.21% | +12+0.4% | Added |
| Impact Partnership Wealth, LLC | 3,170 | $285.9K | 0.06% | +3,170 | New |
| USAdvisors Wealth Management, LLC | 3,178 | $286.0K | 0.10% | −176−5.2% | Reduced |
| Blueprint Investment Partners LLC | 3,179 | $286.7K | 0.05% | −824−20.6% | Reduced |
| Searcy Financial Services Inc | 3,180 | $286.8K | 0.13% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 3,189 | $287.6K | 0.12% | +2+0.1% | Added |
| Gilman Hill Asset Management, LLC | 3,190 | $287.7K | 0.05% | −66−2.0% | Reduced |
| Sawyer & Company, Inc | 3,200 | $289.0K | 0.11% | −23−0.7% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $289.0K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,210 | $289.5K | 0.07% | +25+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,096 | $289.8K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,424 | $290.2K | 0.05% | +3,424 | New |
| Saxony Capital Management, LLC | 3,222 | $290.6K | 0.27% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,232 | $291.5K | 0.07% | −191−5.6% | Reduced |
| Chesapeake Wealth Management | 3,233 | $291.6K | 0.10% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,235 | $291.7K | 0.17% | +42+1.3% | Added |
| Davis R M Inc | 3,236 | $291.8K | 0.01% | −1,216−27.3% | Reduced |
| Community Trust & Investment Co | 3,236 | $291.8K | 0.02% | +3,236 | New |
| FSA Advisors, Inc. | 3,275 | $292.4K | 0.29% | −2,765−45.8% | Reduced |
| Sittner & Nelson, LLC | 3,246 | $292.7K | 0.13% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,246 | $292.7K | 0.04% | +119+3.8% | Added |
| WealthTrust Asset Management, LLC | 3,246 | $292.8K | 0.22% | +5+0.2% | Added |
| Insight Advisors, LLC | 3,247 | $292.8K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3,259 | $293.9K | 0.07% | −1,195−26.8% | Reduced |
| Oak Thistle LLC | 3,260 | $294.0K | 0.10% | +3,260 | New |
| Arbor Trust Wealth Advisors, LLC | 3,790 | $294.0K | 0.15% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 3,296 | $294.5K | 0.14% | +936+39.7% | Added |
| PBMares Wealth Management LLC | 3,273 | $295.2K | 0.06% | +273+9.1% | Added |
| VeraBank, N.A. | 3,274 | $295.2K | 0.09% | +262+8.7% | Added |
| Nadler Financial Group, Inc. | 3,275 | $295.3K | 0.03% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,290 | $296.7K | 0.06% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,306 | $298.1K | 0.13% | +10+0.3% | Added |
| Pure Portfolios Holdings LLC | 3,308 | $298.3K | 0.11% | +3,308 | New |
| Gsa Capital Partners LLP | 3,345 | $302.0K | 0.02% | +3,345 | New |
| Sompo Asset Management Co., Ltd. | 3,350 | $302.1K | 0.05% | +150+4.7% | Added |
| DF Dent & Co Inc | 3,356 | $302.7K | 0.00% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 3,363 | $303.2K | 0.06% | −460−12.0% | Reduced |
| Boyar Asset Management Inc. | 3,365 | $303.5K | 0.20% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 3,387 | $305.4K | 0.00% | +100+3.0% | Added |
| Gateway Investment Advisers LLC | 3,389 | $305.6K | 0.00% | −188−5.3% | Reduced |
| Satovsky Asset Management LLC | 3,390 | $305.7K | 0.07% | +27+0.8% | Added |
| Eagle Wealth Strategies LLC | 3,394 | $306.0K | 0.22% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,397 | $306.3K | 0.01% | +8+0.2% | Added |
| Family Asset Management, LLC | 3,402 | $306.8K | 0.18% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,417 | $308.2K | 0.06% | +3,417 | New |
| Aspen Grove Capital, LLC | 3,422 | $308.6K | 0.07% | +2+0.1% | Added |
| Platform Technology Partners | 3,428 | $309.1K | 0.10% | −57−1.6% | Reduced |
| KRS Capital Management, LLC | 3,432 | $309.5K | 0.23% | −265−7.2% | Reduced |
| Catalyst Financial Partners LLC | 3,436 | $309.9K | 0.06% | +657+23.6% | Added |
| Buttonwood Financial Advisors Inc. | 3,444 | $310.6K | 0.14% | −699−16.9% | Reduced |
| Keebeck Wealth Management, LLC | 3,445 | $310.7K | 0.05% | +11+0.3% | Added |
| Wedgewood Investors Inc | 3,450 | $311.1K | 0.34% | 00.0% | Unchanged |