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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 4,050 | $365.2K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,063 | $366.4K | 0.05% | +1,256+44.7% | Added |
| Mindset Wealth Management, LLC | 4,069 | $366.9K | 0.15% | +4,069 | New |
| Zhang Financial LLC | 4,075 | $367.5K | 0.02% | −873−17.6% | Reduced |
| ASB Consultores, LLC | 4,078 | $367.8K | 0.15% | 00.0% | Unchanged |
| Coastline Trust Co | 4,079 | $367.8K | 0.04% | −5−0.1% | Reduced |
| American State Bank (Iowa) | 4,081 | $368.0K | 0.22% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 4,099 | $369.6K | 0.06% | −350−7.9% | Reduced |
| Bedel Financial Consulting, Inc. | 4,103 | $370.0K | 0.05% | −557−12.0% | Reduced |
| Pinnacle Bancorp, Inc. | 4,109 | $370.6K | 0.10% | −212−4.9% | Reduced |
| Patriot Investment Management Inc. | 4,110 | $370.6K | 0.03% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 4,123 | $371.8K | 0.05% | +4,123 | New |
| Willis Johnson & Associates, Inc. | 4,129 | $372.4K | 0.03% | 00.0% | Unchanged |
| 1st Source Bank | 4,129 | $372.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,136 | $373.0K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,147 | $374.0K | 0.13% | −30−0.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,162 | $375.3K | 0.04% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 4,230 | $376.0K | 0.21% | +400+10.4% | Added |
| Hodges Capital Management Inc. | 4,200 | $378.8K | 0.02% | −35,818−89.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,200 | $378.8K | 0.08% | +2,300+121.1% | Added |
| Appleton Partners Inc | 4,220 | $381.0K | 0.03% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,233 | $381.7K | 0.19% | −2,254−34.7% | Reduced |
| Rossmore Private Capital | 4,269 | $385.0K | 0.05% | +1,106+35.0% | Added |
| Independence Bank of Kentucky | 4,270 | $385.1K | 0.08% | −370−8.0% | Reduced |
| St Germain D J Co Inc | 4,270 | $385.1K | 0.02% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 4,295 | $387.3K | 0.04% | +92+2.2% | Added |
| Trilogy Capital Inc. | 4,304 | $388.1K | 0.02% | −508−10.6% | Reduced |
| Trust Co of the South | 4,309 | $388.6K | 0.08% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,314 | $389.0K | 0.09% | −364−7.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,319 | $389.5K | 0.01% | −98−2.2% | Reduced |
| L2 Asset Management, LLC | 4,324 | $389.9K | 0.11% | +146+3.5% | Added |
| Gilliland Jeter Wealth Management LLC | 4,346 | $391.9K | 0.13% | 00.0% | Unchanged |
| Drake & Associates, LLC | 4,354 | $392.6K | 0.13% | +531+13.9% | Added |
| Austin Private Wealth, LLC | 4,367 | $393.8K | 0.04% | −65−1.5% | Reduced |
| TCI Wealth Advisors, Inc. | 4,379 | $394.9K | 0.03% | −10.0% | Reduced |
| Wealthspan Partners, LLC | 4,384 | $395.4K | 0.20% | +20.0% | Added |
| Camden Capital, LLC | 4,400 | $396.8K | 0.04% | −219−4.7% | Reduced |
| Ausdal Financial Partners, Inc. | 4,403 | $397.1K | 0.04% | +460+11.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,425 | $399.0K | 0.11% | +1,778+67.2% | Added |
| Thompson Investment Management, Inc. | 4,444 | $400.8K | 0.06% | +20+0.5% | Added |
| J. L. Bainbridge & Co., Inc. | 4,444 | $400.8K | 0.04% | +3+0.1% | Added |
| Transcend Wealth Collective, LLC | 4,452 | $401.6K | 0.03% | −250−5.3% | Reduced |
| KMG Fiduciary Partners, LLC | 4,454 | $401.6K | 0.03% | −1,779−28.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,456 | $401.8K | 0.00% | −424−8.7% | Reduced |
| SNS Financial Group, LLC | 4,456 | $401.9K | 0.04% | +19+0.4% | Added |
| Hanson & Doremus Investment Management | 4,461 | $402.0K | 0.06% | 00.0% | Unchanged |
| Investment House LLC | 4,458 | $402.0K | 0.02% | +3+0.1% | Added |
| MKT Advisors LLC | 4,400 | $403.0K | 0.19% | −300−6.4% | Reduced |
| Apexium Financial, LP | 4,470 | $403.1K | 0.03% | +428+10.6% | Added |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | −137−3.0% | Reduced |
| Univest Financial Corp | 4,490 | $404.9K | 0.03% | +1,564+53.5% | Added |
| Capital Investment Counsel, Inc | 4,497 | $405.5K | 0.06% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,498 | $405.6K | 0.15% | +17+0.4% | Added |
| Smith Anglin Financial, LLC | 4,500 | $405.8K | 0.04% | +10.0% | Added |
| Seelaus Asset Management LLC | 4,513 | $407.0K | 0.37% | +150+3.4% | Added |
| Southland Equity Partners LLC | 4,517 | $407.3K | 0.10% | −133−2.9% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $410.3K | 0.32% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,561 | $411.3K | 0.16% | +90+2.0% | Added |
| Green Harvest Asset Management LLC | 4,563 | $411.5K | 0.01% | +4,563 | New |
| Fonville Wealth Management LLC | 4,575 | $412.6K | 0.14% | +265+6.1% | Added |
| American Financial Advisors, LLC | 4,582 | $413.2K | 0.06% | −1,151−20.1% | Reduced |
| Madison Park Capital Advisors, LLC | 4,583 | $413.3K | 0.31% | +5+0.1% | Added |
| Simon Quick Advisors, LLC | 4,586 | $413.6K | 0.03% | +695+17.9% | Added |
| Altfest L J & Co Inc | 4,589 | $414.0K | 0.06% | +639+16.2% | Added |
| Triton Wealth Management, PLLC | 4,560 | $414.7K | 0.24% | −121−2.6% | Reduced |
| Duncker Streett & Co Inc | 4,615 | $416.1K | 0.08% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,616 | $416.3K | 0.01% | +667+16.9% | Added |
| Meridian Financial, LLC | 4,627 | $417.3K | 0.28% | 00.0% | Unchanged |
| Callan Family Office, LLC | 4,631 | $417.6K | 0.07% | +168+3.8% | Added |
| Pitcairn Co | 4,636 | $418.1K | 0.02% | −712−13.3% | Reduced |
| Trust Co of Toledo NA | 4,636 | $418.1K | 0.06% | −375−7.5% | Reduced |
| Holistic Planning, LLC | 4,644 | $418.8K | 0.18% | +4,644 | New |
| Bridges Investment Management Inc | 4,646 | $419.0K | 0.01% | +21+0.5% | Added |
| Thomas Story & Son LLC | 4,650 | $419.0K | 0.17% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 4,659 | $420.1K | 0.04% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,663 | $420.5K | 0.32% | −295−5.9% | Reduced |
| EWG Elevate Inc. | 4,664 | $420.6K | 0.17% | +9+0.2% | Added |
| LGT Fund Management Co Ltd. | 4,595 | $420.9K | 0.04% | +4,595 | New |
| Leslie Global Wealth, LLC | 4,678 | $421.9K | 0.20% | +4,678 | New |
| McGowan Group Asset Management, Inc. | 4,678 | $421.9K | 0.06% | +10.0% | Added |
| Violich Capital Management, Inc. | 4,679 | $422.0K | 0.05% | +84+1.8% | Added |
| Argent Advisors, Inc. | 4,687 | $422.7K | 0.16% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 4,696 | $423.6K | 0.31% | +392+9.1% | Added |
| Radnor Capital Management, LLC | 4,700 | $424.0K | 0.06% | +4,700 | New |
| Boston Research & Management Inc | 4,710 | $424.7K | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,715 | $425.2K | 0.03% | +10.0% | Added |
| Campion Asset Management LLC | 4,740 | $427.5K | 0.31% | −45−0.9% | Reduced |
| Rosenberg Matthew Hamilton | 4,742 | $427.6K | 0.11% | −43−0.9% | Reduced |
| Tranquility Partners, LLC | 4,746 | $428.0K | 0.16% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 4,751 | $428.4K | 0.06% | +700+17.3% | Added |
| FineMark National Bank & Trust | 4,756 | $428.9K | 0.01% | +54+1.1% | Added |
| Heritage Wealth Management, Inc. | 4,766 | $429.8K | 0.14% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4,772 | $430.3K | 0.02% | +217+4.8% | Added |
| KG&L Capital Management,LLC | 4,831 | $431.1K | 0.14% | −656−12.0% | Reduced |
| Washington Trust Co | 4,785 | $431.5K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,796 | $432.5K | 0.01% | −941−16.4% | Reduced |
| Lokken Investment Group LLC | 4,797 | $432.6K | 0.18% | +12+0.3% | Added |
| Legacy Wealth Management, Inc | 4,810 | $433.8K | 0.03% | +4,810 | New |
| Fiduciary Financial Group, LLC | 4,862 | $434.1K | 0.10% | +193+4.1% | Added |
| Key Client Fiduciary Advisors, LLC | 4,822 | $434.9K | 0.20% | −60−1.2% | Reduced |