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 |
|---|---|---|---|---|---|
| Aldebaran Financial Inc. | 3,450 | $311.1K | 0.37% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,450 | $311.1K | 0.06% | +200+6.2% | Added |
| Premier Path Wealth Partners, LLC | 3,458 | $311.9K | 0.05% | +143+4.3% | Added |
| Tennessee Valley Asset Management Partners | 3,425 | $311.9K | 0.05% | +3,425 | New |
| WealthBridge Capital Management, LLC | 3,460 | $312.0K | 0.09% | −195−5.3% | Reduced |
| Quotient Wealth Partners, LLC | 3,460 | $312.0K | 0.01% | +219+6.8% | Added |
| Old Second National Bank of Aurora | 3,471 | $313.0K | 0.08% | +63+1.8% | Added |
| Zullo Investment Group, Inc. | 3,475 | $313.4K | 0.13% | +118+3.5% | Added |
| First Citizens Financial Corp | 3,492 | $314.9K | 0.17% | −35−1.0% | Reduced |
| United Advisor Group, LLC | 3,492 | $314.9K | 0.07% | +697+24.9% | Added |
| St. Louis Trust Co | 3,500 | $315.6K | 0.04% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 3,506 | $316.2K | 0.07% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,524 | $317.8K | 0.13% | +2,592+278.1% | Added |
| Syntegra Private Wealth Group, LLC | 3,546 | $319.8K | 0.04% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 3,556 | $320.7K | 0.08% | +3,556 | New |
| Auxano Advisors, LLC | 3,558 | $320.9K | 0.08% | +16+0.5% | Added |
| Fortitude Advisory Group L.L.C. | 3,560 | $321.1K | 0.20% | −147−4.0% | Reduced |
| Wela Strategies, Inc. | 3,563 | $321.3K | 0.14% | +2+0.1% | Added |
| Glass Wealth Management Co LLC | 3,565 | $321.5K | 0.18% | 00.0% | Unchanged |
| Willis Investment Counsel | 3,567 | $321.7K | 0.02% | −150−4.0% | Reduced |
| New Hampshire Trust | 3,569 | $321.9K | 0.07% | +458+14.7% | Added |
| FDx Advisors, Inc. | 3,566 | $322.0K | 0.09% | −907−20.3% | Reduced |
| Enclave Advisors LLC | 3,572 | $322.1K | 0.05% | +3,572 | New |
| King Wealth | 3,583 | $323.0K | 0.05% | −126−3.4% | Reduced |
| Tyler-Stone Wealth Management | 3,586 | $323.4K | 0.06% | +2,175+154.1% | Added |
| Philip James Wealth Mangement, LLC | 3,594 | $324.1K | 0.04% | +3,594 | New |
| Integris Wealth Management, LLC | 3,600 | $324.6K | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 3,602 | $324.8K | 0.04% | +374+11.6% | Added |
| MBM Wealth Consultants, LLC | 3,606 | $325.1K | 0.10% | −5−0.1% | Reduced |
| Ascent Group, LLC | 3,607 | $325.3K | 0.02% | +221+6.5% | Added |
| Values First Advisors, Inc. | 3,617 | $326.2K | 0.18% | −451−11.1% | Reduced |
| Klingman & Associates, LLC | 3,621 | $326.5K | 0.02% | +34+0.9% | Added |
| Meadow Creek Wealth Advisors LLC | 3,623 | $326.7K | 0.26% | +387+12.0% | Added |
| Fulcrum Equity Management | 3,627 | $327.1K | 0.28% | −365−9.1% | Reduced |
| Enterprise Financial Services Corp | 3,648 | $329.0K | 0.19% | −166−4.4% | Reduced |
| Stonebridge Capital Advisors LLC | 3,650 | $329.2K | 0.03% | +187+5.4% | Added |
| Nikulski Financial, Inc. | 3,655 | $329.6K | 0.10% | +3,655 | New |
| Brown, Lisle/Cummings, Inc. | 3,657 | $329.8K | 0.10% | −121−3.2% | Reduced |
| Strategic Advisors LLC | 3,661 | $330.1K | 0.06% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $331.0K | 0.07% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,672 | $331.1K | 0.05% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 3,673 | $331.2K | 0.08% | −200−5.2% | Reduced |
| Kingdom Financial Group LLC. | 3,683 | $332.1K | 0.25% | −10.0% | Reduced |
| MBB Public Markets I LLC | 3,690 | $332.8K | 0.03% | −75,730−95.4% | Reduced |
| PDS Planning, Inc | 3,717 | $335.2K | 0.03% | +724+24.2% | Added |
| Wealth Group, Ltd. | 3,738 | $337.0K | 0.23% | −1,954−34.3% | Reduced |
| HC Advisors, LLC | 3,737 | $337.0K | 0.28% | +3,737 | New |
| WMG Financial Advisors, LLC | 3,739 | $337.2K | 0.15% | +6+0.2% | Added |
| Lloyd Advisory Services, LLC. | 3,740 | $337.3K | 0.16% | −1,109−22.9% | Reduced |
| O'Brien Greene & Co. Inc | 3,750 | $338.2K | 0.11% | −71−1.9% | Reduced |
| Johnson Financial Group, Inc. | 3,760 | $339.1K | 0.02% | −367−8.9% | Reduced |
| Catalina Capital Group, LLC | 3,767 | $339.7K | 0.12% | +464+14.0% | Added |
| Fulton Breakefield Broenniman LLC | 3,778 | $340.7K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,787 | $341.5K | 0.07% | +666+21.3% | Added |
| Plato Investment Management Ltd | 3,792 | $341.6K | 0.03% | +434+12.9% | Added |
| Geller Advisors LLC | 3,791 | $341.9K | 0.02% | +171+4.7% | Added |
| Cornerstone Management, Inc. | 3,794 | $342.1K | 0.07% | −8,498−69.1% | Reduced |
| Meridian Investment Counsel Inc. | 3,802 | $342.9K | 0.10% | 00.0% | Unchanged |
| Bey-Douglas LLC | 4,298 | $344.1K | 0.30% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,635 | $344.8K | 0.15% | +11+0.3% | Added |
| Engineers Gate Manager LP | 3,826 | $345.0K | 0.01% | +3,826 | New |
| Quent Capital, LLC | 3,838 | $346.0K | 0.04% | −36−0.9% | Reduced |
| FLC Capital Advisors | 3,840 | $346.3K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Co | 3,844 | $346.7K | 0.05% | +2,401+166.4% | Added |
| Cabot Wealth Management Inc | 3,855 | $347.6K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,871 | $347.8K | 0.16% | −11,209−74.3% | Reduced |
| Searle & Co. | 3,858 | $347.9K | 0.09% | −1,914−33.2% | Reduced |
| Narwhal Capital Management | 3,859 | $348.0K | 0.03% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,864 | $348.5K | 0.20% | −110−2.8% | Reduced |
| Peak Asset Management, LLC | 3,870 | $349.0K | 0.07% | −340−8.1% | Reduced |
| Fusion Capital, LLC | 3,876 | $349.6K | 0.15% | +10+0.3% | Added |
| Armstrong, Fleming & Moore, Inc | 3,879 | $349.8K | 0.20% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,881 | $349.9K | 0.14% | +377+10.8% | Added |
| Douglass Winthrop Advisors, LLC | 3,881 | $350.0K | 0.01% | −523−11.9% | Reduced |
| BLB&B Advisors, LLC | 3,888 | $350.6K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,890 | $350.8K | 0.02% | −1,429−26.9% | Reduced |
| Coppell Advisory Solutions LLC | 3,894 | $350.9K | 0.05% | −14−0.4% | Reduced |
| Ellis Investment Partners, LLC | 3,891 | $350.9K | 0.07% | +20+0.5% | Added |
| Heartland Bank & Trust Co | 3,895 | $351.3K | 0.19% | +15+0.4% | Added |
| Semmax Financial Advisors Inc. | 4,008 | $351.6K | 0.10% | +28+0.7% | Added |
| Beck Mack & Oliver LLC | 3,900 | $351.7K | 0.01% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,900 | $351.7K | 0.13% | 00.0% | Unchanged |
| Plancorp, LLC | 3,909 | $352.5K | 0.01% | +10.0% | Added |
| Byrne Asset Management LLC | 3,925 | $354.0K | 0.24% | – | – |
| OMNI 360 Wealth, Inc. | 3,930 | $354.4K | 0.24% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $354.5K | 0.13% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,950 | $356.0K | 0.00% | +376+10.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,952 | $356.4K | 0.21% | −55−1.4% | Reduced |
| Altus Wealth Management, LLC | 3,973 | $358.3K | 0.17% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,985 | $359.4K | 0.05% | −235−5.6% | Reduced |
| EntryPoint Capital, LLC | 3,997 | $360.4K | 0.21% | +3,997 | New |
| Elmwood Wealth Management, Inc. | 4,000 | $360.7K | 0.15% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,000 | $360.7K | 0.00% | +4,000 | New |
| Inscription Capital, LLC | 4,008 | $361.4K | 0.05% | −274−6.4% | Reduced |
| Fagan Associates, Inc. | 4,011 | $361.7K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,012 | $361.8K | 0.09% | +105+2.7% | Added |
| Gentry Private Wealth, LLC | 4,029 | $363.3K | 0.30% | −176−4.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 4,033 | $363.7K | 0.02% | −1,300−24.4% | Reduced |
| Latitude Advisors, LLC | 4,046 | $364.9K | 0.21% | +139+3.6% | Added |
| Relyea Zuckerberg Hanson LLC | 4,049 | $365.1K | 0.06% | +45+1.1% | Added |