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 |
|---|---|---|---|---|---|
| Kapstone Financial Advisors LLC | 5,886 | $530.3K | 0.32% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 5,890 | $531.0K | 0.19% | +77+1.3% | Added |
| TBH Global Asset Management, LLC | 5,922 | $534.0K | 0.12% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,936 | $535.3K | 0.02% | +1,015+20.6% | Added |
| Diligent Investors, LLC | 5,948 | $536.4K | 0.12% | +104+1.8% | Added |
| LCNB Corp | 5,962 | $537.7K | 0.19% | −109−1.8% | Reduced |
| Sherbrooke Park Advisers LLC | 5,964 | $537.8K | 0.12% | +5,964 | New |
| Red Wave Investments LLC | 5,968 | $538.2K | 0.19% | +147+2.5% | Added |
| GPS Wealth Strategies Group, LLC | 5,976 | $538.9K | 0.07% | −34−0.6% | Reduced |
| Goldstone Financial Group, LLC | 5,978 | $539.1K | 0.09% | +778+15.0% | Added |
| Apella Capital, LLC | 5,891 | $539.6K | 0.02% | +69+1.2% | Added |
| Kingfisher Capital LLC | 5,993 | $540.5K | 0.12% | +22+0.4% | Added |
| Verus Financial Partners, Inc. | 5,950 | $540.8K | 0.06% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,000 | $541.1K | 0.23% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,006 | $541.6K | 0.02% | +1,421+31.0% | Added |
| Charter Trust Co | 6,007 | $541.7K | 0.03% | −25−0.4% | Reduced |
| Orion Investment Co | 6,011 | $542.1K | 0.21% | −424−6.6% | Reduced |
| PSI Advisors, LLC | 6,021 | $542.9K | 0.16% | −100−1.6% | Reduced |
| Wealth Management Associates, Inc. | 6,023 | $543.2K | 0.24% | +1,256+26.3% | Added |
| Graypoint LLC | 6,026 | $543.4K | 0.03% | −627−9.4% | Reduced |
| Cranbrook Wealth Management, LLC | 6,036 | $544.3K | 0.12% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 6,050 | $546.0K | 0.01% | +1,761+41.1% | Added |
| Atlas Wealth Partners, LLC | 6,072 | $548.0K | 0.84% | +6,072 | New |
| Elevate Wealth Advisory, Inc | 6,077 | $548.0K | 0.41% | −12−0.2% | Reduced |
| Atlas Brown,Inc. | 6,086 | $548.9K | 0.19% | −1,329−17.9% | Reduced |
| Citizens Business Bank | 6,099 | $550.0K | 0.11% | −159−2.5% | Reduced |
| AlphaStar Capital Management, LLC | 6,099 | $550.0K | 0.04% | +1,851+43.6% | Added |
| Summitry LLC | 6,100 | $550.1K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6,106 | $550.6K | 0.12% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 6,109 | $550.9K | 0.13% | +6,109 | New |
| NorthCrest Asset Manangement, LLC | 6,119 | $551.8K | 0.02% | +505+9.0% | Added |
| SFMG, LLC | 6,153 | $554.9K | 0.04% | −60−1.0% | Reduced |
| Heritage Wealth Advisors | 6,174 | $556.8K | 0.03% | +70+1.1% | Added |
| Probity Advisors, Inc. | 6,200 | $559.1K | 0.11% | −400−6.1% | Reduced |
| 9258 Wealth Management, LLC | 6,234 | $562.2K | 0.08% | +651+11.7% | Added |
| Insigneo Advisory Services, LLC | 6,260 | $564.6K | 0.06% | −1,911−23.4% | Reduced |
| Moloney Securities Asset Management, LLC | 6,274 | $565.8K | 0.08% | −321−4.9% | Reduced |
| Moseley Investment Management Inc | 6,276 | $566.0K | 0.23% | +12+0.2% | Added |
| Trust Co of Virginia | 6,288 | $567.1K | 0.05% | −14−0.2% | Reduced |
| Abound Wealth Management | 6,317 | $569.7K | 0.19% | +242+4.0% | Added |
| Syon Capital LLC | 6,377 | $575.1K | 0.05% | −20−0.3% | Reduced |
| OneAscent Financial Services LLC | 6,390 | $576.0K | 0.41% | +6,390 | New |
| Epoch Investment Partners, Inc. | 6,388 | $576.1K | 0.00% | +10+0.2% | Added |
| Driehaus Capital Management LLC | 6,393 | $576.5K | 0.00% | +360+6.0% | Added |
| BCR Wealth Strategies, LLC | 6,418 | $578.0K | 0.27% | −442−6.4% | Reduced |
| CX Institutional | 6,425 | $579.4K | 0.03% | +70+1.1% | Added |
| Optimum Investment Advisors | 6,433 | $580.1K | 0.25% | −500−7.2% | Reduced |
| Prosperity Financial Group, Inc. | 6,434 | $580.2K | 0.33% | −232−3.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,443 | $581.0K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,487 | $585.0K | 0.02% | −119−1.8% | Reduced |
| Clarius Group, LLC | 6,528 | $586.3K | 0.04% | −228−3.4% | Reduced |
| Moneta Group Investment Advisors LLC | 6,507 | $586.8K | 0.01% | +367+6.0% | Added |
| Stratos Wealth Advisors, LLC | 6,508 | $586.9K | 0.03% | −197−2.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,514 | $587.5K | 0.09% | +107+1.7% | Added |
| KC Investment Advisors, LLC | 6,518 | $587.8K | 0.25% | +623+10.6% | Added |
| Cyndeo Wealth Partners, LLC | 6,522 | $588.2K | 0.04% | +339+5.5% | Added |
| Novare Capital Management LLC | 6,525 | $588.4K | 0.05% | +26+0.4% | Added |
| NFP Retirement, Inc. | 6,530 | $589.0K | 0.05% | −542−7.7% | Reduced |
| Thrive Wealth Management, LLC | 6,562 | $591.8K | 0.11% | −1,250−16.0% | Reduced |
| Tradition Wealth Management, LLC | 6,564 | $591.9K | 0.05% | +10+0.2% | Added |
| Lake Street Advisors Group, LLC | 6,578 | $593.2K | 0.03% | +91+1.4% | Added |
| Brady Family Wealth, LLC | 6,580 | $593.4K | 0.18% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,582 | $593.6K | 0.10% | −6,616−50.1% | Reduced |
| Beta Wealth Group, Inc. | 6,616 | $596.7K | 0.27% | −200−2.9% | Reduced |
| Welch & Forbes LLC | 6,617 | $596.7K | 0.01% | +77+1.2% | Added |
| BOS Asset Management, LLC | 6,638 | $598.6K | 0.22% | −174−2.6% | Reduced |
| Gratus Wealth Advisors, LLC | 6,737 | $598.9K | 0.10% | +1,081+19.1% | Added |
| Congress Asset Management Co | 6,647 | $599.4K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 6,667 | $601.3K | 0.03% | +636+10.5% | Added |
| Haverford Trust Co | 6,672 | $601.7K | 0.01% | +306+4.8% | Added |
| Builder Investment Group Inc | 6,729 | $606.8K | 0.16% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6,740 | $607.8K | 0.12% | +181+2.8% | Added |
| River Wealth Advisors LLC | 6,753 | $609.0K | 0.08% | +40+0.6% | Added |
| Van Hulzen Asset Management, LLC | 6,770 | $611.0K | 0.04% | −94−1.4% | Reduced |
| TCG Advisory Services, LLC | 6,781 | $611.5K | 0.03% | +850+14.3% | Added |
| Stokes Capital Advisors, LLC | 6,794 | $612.7K | 0.16% | 00.0% | Unchanged |
| Union Savings Bank | 6,796 | $612.9K | 0.30% | −190−2.7% | Reduced |
| Islay Capital Management, LLC | 6,815 | $614.6K | 0.41% | 00.0% | Unchanged |
| Abel Hall, LLC | 6,830 | $615.9K | 0.40% | +120+1.8% | Added |
| Wealth Alliance Advisory Group, LLC | 6,884 | $620.8K | 0.13% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,890 | $621.3K | 0.11% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 6,900 | $621.7K | 0.06% | +306+4.6% | Added |
| Baldwin Brothers Inc | 6,903 | $622.5K | 0.04% | +30.0% | Added |
| Atlantic Trust, LLC | 6,907 | $622.9K | 0.15% | +30+0.4% | Added |
| Patten Group, Inc. | 6,928 | $624.8K | 0.14% | +631+10.0% | Added |
| Nations Financial Group Inc, | 6,933 | $625.3K | 0.05% | −82−1.2% | Reduced |
| Chicago Capital, LLC | 6,941 | $625.9K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 6,953 | $627.0K | 0.13% | +57+0.8% | Added |
| Sound Income Strategies, LLC | 6,955 | $627.2K | 0.04% | −6−0.1% | Reduced |
| Client 1st Advisory Group, LLC | 6,961 | $627.8K | 0.25% | +158+2.3% | Added |
| Perpetual Ltd | 6,984 | $629.8K | 0.01% | 00.0% | Unchanged |
| City State Bank | 7,017 | $632.8K | 0.23% | −10−0.1% | Reduced |
| Angeles Investment Advisors, LLC | 7,019 | $633.0K | 0.03% | +164+2.4% | Added |
| Lowe Brockenbrough & Co Inc | 7,019 | $633.0K | 0.04% | +544+8.4% | Added |
| First Dallas Securities Inc. | 7,020 | $633.1K | 0.26% | −1,550−18.1% | Reduced |
| Peninsula Asset Management Inc | 7,090 | $639.4K | 0.32% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 7,104 | $640.7K | 0.30% | +20+0.3% | Added |
| Lathrop Investment Management Corp | 7,108 | $641.0K | 0.12% | +218+3.2% | Added |
| Sentry LLC | 7,117 | $641.9K | 0.12% | +30.0% | Added |
| Howard Capital Management Inc. | 7,130 | $643.0K | 0.01% | +7,130 | New |