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 5 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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 4,843 | $436.7K | 0.11% | −1,957−28.8% | Reduced |
| Virtue Capital Management, LLC | 4,843 | $436.7K | 0.09% | −1,028−17.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,885 | $440.5K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,892 | $441.2K | 0.04% | −99−2.0% | Reduced |
| CMG Global Holdings, LLC | 4,902 | $442.1K | 0.25% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,908 | $442.6K | 0.13% | −155−3.1% | Reduced |
| Lee Danner & Bass Inc | 4,920 | $444.0K | 0.03% | −100−2.0% | Reduced |
| Ashton Thomas Securities, LLC | 4,931 | $444.7K | 0.09% | +2,021+69.5% | Added |
| Journey Strategic Wealth LLC | 4,933 | $444.9K | 0.02% | +4,933 | New |
| Tobam | 4,940 | $445.0K | 0.08% | +1,011+25.7% | Added |
| Retirement Planning Group | 4,941 | $445.6K | 0.02% | −395−7.4% | Reduced |
| Valued Retirements, Inc. | 4,953 | $446.7K | 0.62% | +784+18.8% | Added |
| Godsey & Gibb Associates | 4,958 | $447.1K | 0.04% | 00.0% | Unchanged |
| Jentner Corp | 4,960 | $447.3K | 0.14% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,981 | $449.1K | 0.11% | −56−1.1% | Reduced |
| JB Capital LLC | 5,010 | $451.9K | 0.03% | −454−8.3% | Reduced |
| Altus Wealth Group LLC | 5,016 | $452.3K | 0.19% | +22+0.4% | Added |
| Legacy Financial Advisors, Inc. | 5,032 | $453.8K | 0.08% | −123−2.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,034 | $454.0K | 0.12% | +10+0.2% | Added |
| Wealth Quarterback LLC | 5,043 | $454.8K | 0.24% | −197−3.8% | Reduced |
| OMC Financial Services LTD | 5,867 | $455.0K | 0.22% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $456.0K | 0.09% | 00.0% | Unchanged |
| STAR Financial Bank | 5,067 | $456.9K | 0.31% | −493−8.9% | Reduced |
| REDW Wealth LLC | 5,094 | $459.4K | 0.12% | +37+0.7% | Added |
| Sigma Investment Counselors Inc | 5,099 | $459.8K | 0.03% | +10+0.2% | Added |
| Cozad Asset Management Inc | 5,111 | $460.9K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 5,111 | $460.9K | 0.01% | +5,111 | New |
| Carolinas Wealth Consulting LLC | 5,113 | $461.1K | 0.08% | +16+0.3% | Added |
| Requisite Capital Management, LLC | 5,128 | $462.4K | 0.10% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 5,095 | $463.1K | 0.28% | +111+2.2% | Added |
| Childress Capital Advisors, LLC | 5,137 | $463.3K | 0.13% | −32−0.6% | Reduced |
| WealthTrust Axiom LLC | 5,138 | $463.3K | 0.14% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,160 | $465.3K | 0.32% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,175 | $466.7K | 0.05% | −7,650−59.6% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $467.6K | 0.22% | 00.0% | Unchanged |
| Wynn Capital, LLC | 5,198 | $468.7K | 0.31% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,212 | $470.0K | 0.12% | +2,800+116.1% | Added |
| TruWealth Advisors, LLC | 5,233 | $471.9K | 0.03% | −204−3.8% | Reduced |
| First National Bank & Trust Co of Newtown | 5,235 | $472.1K | 0.09% | 00.0% | Unchanged |
| AMG National Trust Bank | 5,246 | $473.2K | 0.01% | −3,082−37.0% | Reduced |
| Correct Capital Wealth Management | 5,250 | $473.4K | 0.10% | 00.0% | Unchanged |
| Park Place Capital Corp | 5,251 | $473.6K | 0.14% | −2,685−33.8% | Reduced |
| Hartline Investment Corp | 5,260 | $474.3K | 0.06% | 00.0% | Unchanged |
| Destination Wealth Management | 5,301 | $478.1K | 0.01% | +5,301 | New |
| Koss-Olinger Consulting, LLC | 5,335 | $481.0K | 0.04% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,336 | $481.2K | 0.04% | −1,823−25.5% | Reduced |
| Cohen Investment Advisors LLC | 5,353 | $482.7K | 0.30% | −1,615−23.2% | Reduced |
| Perfromance Wealth Partners, LLC | 5,367 | $484.0K | 0.02% | +5,367 | New |
| Davis Investment Partners, LLC | 5,287 | $484.3K | 0.20% | +10.0% | Added |
| Naples Money Management LLC | 5,388 | $485.9K | 0.41% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 5,390 | $486.0K | 0.28% | +114+2.2% | Added |
| Wilkins Investment Counsel Inc | 5,400 | $487.0K | 0.07% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,400 | $487.0K | 0.13% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,400 | $487.0K | 0.06% | +799+17.4% | Added |
| Pinnacle West Asset Management, Inc. | 5,405 | $487.0K | 0.35% | 00.0% | Unchanged |
| Slagle Financial, LLC | 5,401 | $487.1K | 0.22% | −1,101−16.9% | Reduced |
| Cornerstone Advisory, LLC | 5,403 | $487.2K | 0.06% | +44+0.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $489.1K | 0.31% | 00.0% | Unchanged |
| Mathes Company, Inc. | 5,450 | $491.0K | 0.17% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 5,454 | $492.0K | 0.02% | +2,498+84.5% | Added |
| David Loasby | 5,434 | $492.8K | 0.05% | +16+0.3% | Added |
| Significant Wealth Partners LLC | 5,467 | $493.0K | 0.26% | +411+8.1% | Added |
| Capital Asset Advisory Services LLC | 5,523 | $493.1K | 0.02% | +104+1.9% | Added |
| Donald L. Hagan, LLC | 5,484 | $494.6K | 0.25% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,486 | $494.7K | 0.01% | −970−15.0% | Reduced |
| Shell Asset Management Co | 5,501 | $496.0K | 0.02% | +5,501 | New |
| Motco | 5,518 | $497.6K | 0.05% | +2,693+95.3% | Added |
| Colonial Trust Advisors | 5,521 | $497.9K | 0.04% | −50−0.9% | Reduced |
| Mirador Capital Partners LP | 5,521 | $497.9K | 0.09% | +157+2.9% | Added |
| AlphaCore Capital LLC | 5,526 | $498.4K | 0.11% | +29+0.5% | Added |
| Lifeworks Advisors, LLC | 5,557 | $501.2K | 0.10% | +1,510+37.3% | Added |
| Flagship Harbor Advisors, LLC | 5,567 | $502.0K | 0.03% | +551+11.0% | Added |
| Sunbelt Securities, Inc. | 5,569 | $502.2K | 0.05% | −233−4.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,584 | $503.6K | 0.17% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 5,597 | $504.8K | 0.11% | +588+11.7% | Added |
| Arcus Capital Partners, LLC | 5,617 | $506.6K | 0.18% | +36+0.6% | Added |
| Buck Wealth Strategies, LLC | 5,624 | $507.2K | 0.16% | −3,042−35.1% | Reduced |
| Davy Global Fund Management Ltd | 5,625 | $507.3K | 0.05% | −250−4.3% | Reduced |
| Independent Financial Group, LLC | 5,629 | $507.6K | 0.02% | +480+9.3% | Added |
| Armstrong Advisory Group, Inc | 5,631 | $507.8K | 0.04% | +227+4.2% | Added |
| Ballentine Partners, LLC | 5,636 | $508.3K | 0.01% | +87+1.6% | Added |
| Doliver Advisors, LP | 5,648 | $509.3K | 0.14% | −125−2.2% | Reduced |
| Fee-Only Financial Planning, L.C. | 5,650 | $509.5K | 0.33% | −500−8.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,671 | $511.4K | 0.03% | −588−9.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 5,672 | $511.5K | 0.10% | +1,381+32.2% | Added |
| Summit Financial Wealth Advisors, LLC | 5,700 | $514.0K | 0.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,706 | $514.6K | 0.06% | +332+6.2% | Added |
| Summit Asset Management, LLC | 5,716 | $515.5K | 0.10% | +14+0.2% | Added |
| Baader Bank INC | 5,765 | $516.7K | 0.04% | −2,209−27.7% | Reduced |
| Ballew Advisors, Inc | 5,841 | $519.4K | 0.35% | −644−9.9% | Reduced |
| O'Rourke & Company, Inc | 5,767 | $520.0K | 0.26% | +6+0.1% | Added |
| Rise Advisors, LLC | 5,772 | $520.5K | 0.25% | +230+4.2% | Added |
| Nilsine Partners, LLC | 5,776 | $520.9K | 0.07% | −5,675−49.6% | Reduced |
| Knollwood Investment Advisory, LLC | 5,776 | $520.9K | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 5,883 | $523.4K | 0.18% | +471+8.7% | Added |
| Cross Staff Investments Inc | 5,835 | $526.2K | 0.41% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 5,840 | $526.7K | 0.04% | +140+2.5% | Added |
| Tributary Capital Management, LLC | 5,850 | $527.6K | 0.04% | +5,850 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,859 | $528.4K | 0.13% | −493−7.8% | Reduced |
| Bill Few Associates, Inc. | 5,865 | $528.9K | 0.19% | +151+2.6% | Added |