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 |
|---|---|---|---|---|---|
| Secure Asset Management, LLC | 9,396 | $847.3K | 0.14% | −1,137−10.8% | Reduced |
| West Family Investments, Inc. | 9,386 | $846.4K | 0.29% | +46+0.5% | Added |
| Danske Bank A/S | 9,363 | $844.4K | 0.00% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 9,309 | $839.5K | 0.15% | +19+0.2% | Added |
| ProVise Management Group, LLC | 9,301 | $838.8K | 0.07% | +577+6.6% | Added |
| Madden Securities Corp | 9,296 | $838.3K | 0.36% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,290 | $837.8K | 0.01% | +95+1.0% | Added |
| Linscomb & Williams, Inc. | 9,251 | $834.3K | 0.04% | 00.0% | Unchanged |
| Smith, Salley & Associates | 9,212 | $830.7K | 0.05% | +3,109+50.9% | Added |
| HM Payson & Co | 9,185 | $828.3K | 0.01% | −1,216−11.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,166 | $826.6K | 0.31% | +497+5.7% | Added |
| JT Stratford LLC | 9,158 | $825.8K | 0.14% | +1,511+19.8% | Added |
| Edge Capital Group, LLC | 9,125 | $822.9K | 0.04% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 9,089 | $819.6K | 0.52% | −459−4.8% | Reduced |
| Mather Group, LLC. | 9,084 | $819.2K | 0.01% | −9,768−51.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $816.6K | 0.27% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 9,035 | $814.8K | 0.05% | +185+2.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 9,018 | $813.2K | 0.58% | +9,018 | New |
| Exencial Wealth Advisors, LLC | 9,005 | $812.0K | 0.03% | +322+3.7% | Added |
| HBW Advisory Services LLC | 8,971 | $809.0K | 0.12% | +6,162+219.4% | Added |
| Cypress Capital Group | 8,968 | $808.7K | 0.09% | +20+0.2% | Added |
| Community Bank of Raymore | 8,950 | $807.1K | 0.61% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 8,939 | $806.1K | 0.01% | −109−1.2% | Reduced |
| Clear Creek Financial Management, LLC | 8,906 | $803.2K | 0.09% | −443−4.7% | Reduced |
| Mechanics Financial Corp | 8,898 | $802.4K | 0.35% | +379+4.4% | Added |
| First National Corp | 8,894 | $802.1K | 0.18% | −962−9.8% | Reduced |
| Montecito Bank & Trust | 8,875 | $800.3K | 0.14% | +537+6.4% | Added |
| Capital Wealth Planning, LLC | 8,872 | $800.1K | 0.01% | +8,872 | New |
| Midland Wealth Advisors LLC | 8,868 | $799.7K | 0.05% | −5,267−37.3% | Reduced |
| Park National Corp | 8,855 | $798.5K | 0.03% | −278−3.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,826 | $795.9K | 0.20% | +39+0.4% | Added |
| Gables Capital Management Inc. | 8,796 | $793.2K | 0.40% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 8,795 | $793.1K | 0.06% | +1,941+28.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 8,787 | $792.4K | 0.20% | +8,787 | New |
| Kennedy Investment Group | 8,746 | $788.7K | 0.36% | −210−2.3% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $784.3K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 8,652 | $780.2K | 0.56% | +20.0% | Added |
| KPP Advisory Services LLC | 8,648 | $779.9K | 0.19% | −185−2.1% | Reduced |
| Vista Capital Partners, Inc. | 8,641 | $779.2K | 0.09% | −102−1.2% | Reduced |
| Journey Advisory Group, LLC | 10,033 | $778.3K | 0.09% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 8,629 | $778.2K | 0.23% | −849−9.0% | Reduced |
| MONECO Advisors, LLC | 8,600 | $775.5K | 0.10% | +126+1.5% | Added |
| Roberts Glore & Co Inc | 8,577 | $773.5K | 0.22% | −150−1.7% | Reduced |
| Benin Management CORP | 8,491 | $765.7K | 0.22% | −1,000−10.5% | Reduced |
| Element Wealth, LLC | 8,485 | $765.2K | 0.41% | +345+4.2% | Added |
| William Allan, LLC | 8,478 | $764.6K | 0.47% | +105+1.3% | Added |
| Allred Capital Management, LLC | 8,474 | $764.2K | 0.30% | −927−9.9% | Reduced |
| Rodgers Brothers Inc. | 8,343 | $752.4K | 0.10% | 00.0% | Unchanged |
| Insight Inv LLC | 8,330 | $751.2K | 0.63% | −20−0.2% | Reduced |
| Successful Portfolios LLC | 8,313 | $749.7K | 0.51% | −10−0.1% | Reduced |
| Aviance Capital Partners, LLC | 8,292 | $747.8K | 0.10% | +805+10.8% | Added |
| Atlantic Union Bankshares Corp | 8,234 | $742.5K | 0.04% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 8,186 | $738.0K | 0.05% | +20.0% | Added |
| Beacon Financial Group | 8,135 | $733.6K | 0.08% | −118−1.4% | Reduced |
| Private Capital Management, LLC | 8,122 | $732.4K | 0.08% | −4,000−33.0% | Reduced |
| Legacy Advisors, LLC | 8,117 | $732.0K | 0.08% | +1,927+31.1% | Added |
| Baker Boyer National Bank | 8,041 | $725.1K | 0.24% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8,036 | $724.7K | 0.02% | +8,036 | New |
| Lakeshore Financial Planning, Inc. | 8,013 | $722.8K | 0.32% | +548+7.3% | Added |
| Archer Investment Corp | 8,007 | $722.1K | 0.19% | +550+7.4% | Added |
| Geometric Wealth Advisors | 8,004 | $721.8K | 0.13% | 00.0% | Unchanged |
| W Advisors, LLC | 7,988 | $720.4K | 0.44% | +87+1.1% | Added |
| Aprio Wealth Management, LLC | 7,976 | $719.3K | 0.12% | +40+0.5% | Added |
| Chicago Trust Co NA | 7,951 | $717.0K | 0.12% | +247+3.2% | Added |
| Gordian Capital Singapore Pte Ltd | 7,950 | $716.9K | 0.27% | +3,760+89.7% | Added |
| Marex Group plc | 7,950 | $716.9K | 0.02% | +3,760+89.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,935 | $715.6K | 0.10% | −192−2.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 7,926 | $714.8K | 0.15% | +1,431+22.0% | Added |
| BlueChip Wealth Advisors LLC | 7,887 | $711.2K | 0.37% | −1,637−17.2% | Reduced |
| Larson Financial Group LLC | 7,871 | $709.8K | 0.04% | +4,373+125.0% | Added |
| McLean Asset Management Corp | 7,855 | $709.4K | 0.21% | +10.0% | Added |
| IVC Wealth Advisors LLC | 7,848 | $707.7K | 0.39% | +42+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,848 | $707.7K | 0.04% | +5,198+196.2% | Added |
| Wealth Dimensions Group, Ltd. | 7,830 | $706.1K | 0.18% | −60−0.8% | Reduced |
| Norden Group LLC | 7,830 | $706.1K | 0.08% | +575+7.9% | Added |
| Ambassador Advisors, LLC | 7,781 | $701.7K | 0.12% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 7,763 | $700.1K | 0.02% | −303−3.8% | Reduced |
| Prairie Sky Financial Group LLC | 7,745 | $698.5K | 0.40% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 7,728 | $696.9K | 0.58% | −25−0.3% | Reduced |
| Northstar Advisory Group, LLC | 7,702 | $694.5K | 0.36% | +146+1.9% | Added |
| Wagner Wealth Management, LLC | 7,680 | $692.6K | 0.19% | −2,274−22.8% | Reduced |
| Grove Bank & Trust | 7,673 | $692.0K | 0.10% | +67+0.9% | Added |
| Mainsail Asset Management, LLC | 7,632 | $688.2K | 0.51% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,630 | $688.1K | 0.03% | −242−3.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,587 | $684.2K | 0.01% | −650−7.9% | Reduced |
| Fiduciary Trust Co | 7,568 | $682.5K | 0.01% | +289+4.0% | Added |
| Bath Savings Trust Co | 7,534 | $679.4K | 0.07% | −174−2.3% | Reduced |
| Firestone Capital Management | 7,524 | $678.5K | 0.17% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 7,515 | $677.7K | 0.45% | +56+0.8% | Added |
| Skyline Advisors, Inc. | 7,507 | $677.0K | 0.28% | 00.0% | Unchanged |
| Entropy Technologies, LP | 7,479 | $674.5K | 0.07% | +7,479 | New |
| Vise Technologies, Inc. | 7,453 | $672.1K | 0.09% | +4,104+122.5% | Added |
| Novak & Powell Financial Services, Inc. | 7,436 | $670.6K | 0.39% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 7,412 | $668.4K | 0.39% | +80+1.1% | Added |
| Asset Planning Corporation | 7,400 | $667.3K | 0.44% | 00.0% | Unchanged |
| Conning Inc. | 7,373 | $664.9K | 0.02% | −84−1.1% | Reduced |
| Wulff, Hansen & Co. | 7,363 | $664.0K | 0.62% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 7,346 | $662.5K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 7,320 | $660.1K | 0.01% | +7,320 | New |
| AdvisorNet Financial, Inc | 7,294 | $657.8K | 0.05% | +560+8.3% | Added |