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 |
|---|---|---|---|---|---|
| Sterling Investment Counsel, LLC | 11,598 | $1.05M | 0.37% | +1,121+10.7% | Added |
| Bush Investment Group, LLC | 11,594 | $1.05M | 0.84% | −69−0.6% | Reduced |
| GSB Wealth Management, LLC | 11,593 | $1.05M | 0.27% | −35−0.3% | Reduced |
| Diversify Advisory Services, LLC | 11,222 | $1.04M | 0.06% | +3,237+40.5% | Added |
| Marietta Wealth Management, LLC | 11,579 | $1.04M | 0.15% | −984−7.8% | Reduced |
| Hills Bank & Trust Co | 11,579 | $1.04M | 0.08% | −5,649−32.8% | Reduced |
| Resources Management Corp | 11,570 | $1.04M | 0.14% | −175−1.5% | Reduced |
| Parallel Advisors, LLC | 11,537 | $1.04M | 0.02% | +1,684+17.1% | Added |
| Blue Fin Capital, Inc. | 11,505 | $1.04M | 0.20% | −143−1.2% | Reduced |
| Live Oak Investment Partners | – | $1.04M | 0.81% | – | – |
| Nicollet Investment Management, Inc. | 11,461 | $1.03M | 0.36% | 00.0% | Unchanged |
| Nwam LLC | 11,449 | $1.03M | 0.06% | +11,449 | New |
| Tradewinds, LLC. | 11,338 | $1.02M | 0.31% | −281−2.4% | Reduced |
| Stiles Financial Services Inc | 11,327 | $1.02M | 0.36% | +1,218+12.0% | Added |
| Viawealth, LLC | 11,319 | $1.02M | 0.59% | 00.0% | Unchanged |
| Balboa Wealth Partners | 11,269 | $1.02M | 0.25% | +203+1.8% | Added |
| Cigna Investments Inc | 11,273 | $1.02M | 0.18% | −162−1.4% | Reduced |
| Trustco Bank Corp N Y | 11,257 | $1.02M | 1.02% | −2,500−18.2% | Reduced |
| NovaPoint Capital, LLC | 11,247 | $1.01M | 0.31% | +699+6.6% | Added |
| Prosperity Consulting Group, LLC | 11,216 | $1.01M | 0.08% | +1,040+10.2% | Added |
| Shepherd Financial Partners LLC | 11,142 | $1.00M | 0.12% | −780−6.5% | Reduced |
| 1620 Investment Advisors, Inc. | 11,093 | $1.00M | 0.73% | −50−0.4% | Reduced |
| Pensionmark Financial Group, LLC | 11,082 | $999.4K | 0.03% | +5,713+106.4% | Added |
| RIA Advisory Group LLC | 11,063 | $997.7K | 0.35% | +11,063 | New |
| LaFleur & Godfrey LLC | 11,055 | $996.9K | 0.14% | −93−0.8% | Reduced |
| Quadrant Capital Group LLC | 11,009 | $992.8K | 0.07% | −50.0% | Reduced |
| Keystone Financial Group | 11,003 | $992.2K | 0.13% | +3,969+56.4% | Added |
| Mosley Wealth Management | 10,696 | $991.9K | 0.68% | +4,239+65.6% | Added |
| Ancora Advisors, LLC | 10,966 | $988.9K | 0.02% | +944+9.4% | Added |
| Kuhn & Co Investment Counsel | 10,939 | $986.5K | 0.84% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 10,417 | $980.8K | 0.12% | +104+1.0% | Added |
| Venturi Wealth Management, LLC | 10,874 | $980.6K | 0.05% | −326−2.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,854 | $978.8K | 0.07% | −1,796−14.2% | Reduced |
| CBOE Vest Financial, LLC | 10,845 | $978.0K | 0.02% | +7,211+198.4% | Added |
| Lazard Asset Management LLC | 10,800 | $973.0K | 0.00% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,781 | $972.2K | 0.08% | +1,252+13.1% | Added |
| Silverlake Wealth Management LLC | 10,718 | $966.5K | 0.37% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 10,714 | $966.2K | 0.29% | +15+0.1% | Added |
| Wealth Alliance | 10,704 | $965.3K | 0.12% | −4,945−31.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,666 | $961.9K | 0.13% | +30.0% | Added |
| Second Line Capital, LLC | 10,625 | $958.2K | 0.26% | −546−4.9% | Reduced |
| Essex Savings Bank | 10,598 | $955.7K | 0.24% | +1,210+12.9% | Added |
| MEMBERS Trust Co | 10,582 | $954.3K | 0.03% | −198−1.8% | Reduced |
| Wright Investors Service Inc | 10,568 | $953.0K | 0.25% | −213−2.0% | Reduced |
| Eqis Capital Management, Inc. | 10,538 | $950.3K | 0.08% | −1,039−9.0% | Reduced |
| Chesley Taft & Associates LLC | 10,515 | $948.2K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10,477 | $944.8K | 0.13% | +7,491+250.9% | Added |
| Sunburst Financial Group, LLC | 10,466 | $943.8K | 0.24% | +20.0% | Added |
| Morningstar Investment Management LLC | 10,492 | $943.0K | 0.09% | +50.0% | Added |
| BEAM Asset Management, LLC | 10,432 | $940.7K | 0.29% | +10,432 | New |
| Boston Financial Mangement LLC | 10,415 | $939.2K | 0.03% | −428−3.9% | Reduced |
| Investment Partners Asset Management, Inc. | 10,395 | $937.4K | 0.77% | +246+2.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 10,390 | $937.0K | 0.22% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 10,382 | $936.2K | 0.24% | +15+0.1% | Added |
| Financial Advocates Investment Management | 10,354 | $933.7K | 0.05% | −978−8.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,342 | $932.6K | 0.01% | −549−5.0% | Reduced |
| Intrust Bank NA | 10,290 | $928.0K | 0.09% | −1,536−13.0% | Reduced |
| Keudell/Morrison Wealth Management | 10,282 | $927.2K | 0.25% | −1,386−11.9% | Reduced |
| Court Place Advisors, LLC | 10,279 | $926.9K | 0.27% | −500−4.6% | Reduced |
| Field & Main Bank | 10,250 | $924.3K | 0.33% | +1,040+11.3% | Added |
| BIP Wealth, LLC | 10,248 | $924.2K | 0.06% | +2,012+24.4% | Added |
| HBK Sorce Advisory LLC | 10,247 | $924.1K | 0.03% | −605−5.6% | Reduced |
| Visionary Horizons, LLC | 10,233 | $922.9K | 0.62% | −410−3.9% | Reduced |
| White Lighthouse Investment Management Inc. | 10,229 | $922.5K | 0.17% | −3,880−27.5% | Reduced |
| Mendel Money Management | 10,191 | $919.0K | 0.40% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,169 | $917.0K | 0.13% | −209−2.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,162 | $916.4K | 0.25% | −26−0.3% | Reduced |
| Marco Investment Management LLC | 10,127 | $913.3K | 0.08% | −8−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 10,107 | $911.0K | 0.06% | −194−1.9% | Reduced |
| Edge Financial Advisors LLC | 10,074 | $908.4K | 0.81% | +429+4.4% | Added |
| Strategic Wealth Partners, Ltd. | 10,073 | $908.4K | 0.09% | +2,719+37.0% | Added |
| Acorn Wealth Advisors, LLC | 9,994 | $901.3K | 0.39% | −209−2.0% | Reduced |
| Certified Advisory Corp | 9,994 | $901.3K | 0.10% | +2,207+28.3% | Added |
| Home Federal Bank of Tennessee | 9,990 | $900.9K | 0.26% | +1,000+11.1% | Added |
| Arrow Financial Corp | 9,960 | $898.2K | 0.08% | −5−0.1% | Reduced |
| Skopos Labs, Inc. | 9,945 | $896.8K | 0.30% | +703+7.6% | Added |
| Fifth Third Wealth Advisors LLC | 9,942 | $896.6K | 0.05% | +161+1.6% | Added |
| Aberdeen Wealth Management LLC | 9,938 | $896.2K | 0.59% | −296−2.9% | Reduced |
| Excalibur Management Corp | 9,905 | $893.2K | 0.34% | −30−0.3% | Reduced |
| WSFS Capital Management, LLC | 9,888 | $891.7K | 0.05% | +204+2.1% | Added |
| Dorsey & Whitney Trust CO LLC | 9,887 | $891.6K | 0.05% | +5,425+121.6% | Added |
| Constitution Capital LLC | 9,870 | $890.1K | 0.48% | +770+8.5% | Added |
| North Star Investment Management Corp. | 9,850 | $888.2K | 0.06% | −213−2.1% | Reduced |
| St. Johns Investment Management Company, LLC | 9,812 | $884.8K | 0.42% | −243−2.4% | Reduced |
| Corton Capital Inc. | 9,791 | $883.0K | 0.43% | +9,791 | New |
| Retirement Guys Formula LLC | 9,784 | $882.3K | 0.41% | +1,058+12.1% | Added |
| Trueblood Wealth Management, LLC | 9,662 | $871.4K | 0.44% | −156−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 9,250 | $870.9K | 0.03% | +1,236+15.4% | Added |
| Beaumont Financial Advisors, LLC | 9,618 | $867.3K | 0.07% | +11+0.1% | Added |
| Monetary Management Group Inc | 9,607 | $866.4K | 0.22% | +31+0.3% | Added |
| Asset Dedication, LLC | 9,606 | $866.3K | 0.06% | −5,034−34.4% | Reduced |
| Garner Asset Management Corp | 9,590 | $865.0K | 0.40% | −177−1.8% | Reduced |
| Roundview Capital LLC | 9,581 | $864.0K | 0.06% | +441+4.8% | Added |
| Cookson Peirce & Co Inc | 9,555 | $861.7K | 0.04% | −53−0.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,544 | $860.7K | 0.06% | −6−0.1% | Reduced |
| Kowal Investment Group, LLC | 9,496 | $856.4K | 0.16% | +340+3.7% | Added |
| CoreCap Advisors, LLC | 9,424 | $849.8K | 0.04% | +9,424 | New |
| First Command Advisory Services, Inc. | 9,412 | $848.8K | 0.01% | +1,428+17.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,402 | $847.9K | 0.10% | −527−5.3% | Reduced |
| Eagle Strategies LLC | 9,398 | $847.5K | 0.15% | +30.0% | Added |