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 |
|---|---|---|---|---|---|
| Sonora Investment Management Group, LLC | 7,259 | $654.7K | 0.05% | +849+13.2% | Added |
| Avidian Wealth Solutions, LLC | 7,254 | $654.2K | 0.03% | +523+7.8% | Added |
| Centre Asset Management, LLC | 7,238 | $653.0K | 0.14% | −365−4.8% | Reduced |
| Howe & Rusling Inc | 7,228 | $651.8K | 0.06% | +2,589+55.8% | Added |
| Royal Fund Management, LLC | 7,220 | $651.1K | 0.05% | +3,631+101.2% | Added |
| Berger Financial Group, Inc | 7,171 | $646.7K | 0.05% | +721+11.2% | Added |
| David J Yvars Group | 7,160 | $645.7K | 0.40% | +4+0.1% | Added |
| Country Trust Bank | 7,138 | $643.7K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,135 | $643.4K | 0.10% | −143−2.0% | Reduced |
| Glen Eagle Advisors, LLC | 7,132 | $643.2K | 0.11% | +1,201+20.2% | Added |
| Howard Capital Management Inc. | 7,130 | $643.0K | 0.01% | +7,130 | New |
| Sentry LLC | 7,117 | $641.9K | 0.12% | +30.0% | Added |
| Lathrop Investment Management Corp | 7,108 | $641.0K | 0.12% | +218+3.2% | Added |
| Beacon Investment Advisors LLC | 7,104 | $640.7K | 0.30% | +20+0.3% | Added |
| Peninsula Asset Management Inc | 7,090 | $639.4K | 0.32% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 7,020 | $633.1K | 0.26% | −1,550−18.1% | 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 |
| City State Bank | 7,017 | $632.8K | 0.23% | −10−0.1% | Reduced |
| Perpetual Ltd | 6,984 | $629.8K | 0.01% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 6,961 | $627.8K | 0.25% | +158+2.3% | Added |
| Sound Income Strategies, LLC | 6,955 | $627.2K | 0.04% | −6−0.1% | Reduced |
| Breakwater Capital Group | 6,953 | $627.0K | 0.13% | +57+0.8% | Added |
| Chicago Capital, LLC | 6,941 | $625.9K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 6,933 | $625.3K | 0.05% | −82−1.2% | Reduced |
| Patten Group, Inc. | 6,928 | $624.8K | 0.14% | +631+10.0% | Added |
| Atlantic Trust, LLC | 6,907 | $622.9K | 0.15% | +30+0.4% | Added |
| Baldwin Brothers Inc | 6,903 | $622.5K | 0.04% | +30.0% | Added |
| Tritonpoint Wealth, LLC | 6,900 | $621.7K | 0.06% | +306+4.6% | Added |
| Mraz, Amerine & Associates, Inc. | 6,890 | $621.3K | 0.11% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 6,884 | $620.8K | 0.13% | 00.0% | Unchanged |
| Abel Hall, LLC | 6,830 | $615.9K | 0.40% | +120+1.8% | Added |
| Islay Capital Management, LLC | 6,815 | $614.6K | 0.41% | 00.0% | Unchanged |
| Union Savings Bank | 6,796 | $612.9K | 0.30% | −190−2.7% | Reduced |
| Stokes Capital Advisors, LLC | 6,794 | $612.7K | 0.16% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 6,781 | $611.5K | 0.03% | +850+14.3% | Added |
| Van Hulzen Asset Management, LLC | 6,770 | $611.0K | 0.04% | −94−1.4% | Reduced |
| River Wealth Advisors LLC | 6,753 | $609.0K | 0.08% | +40+0.6% | Added |
| Hexagon Capital Partners LLC | 6,740 | $607.8K | 0.12% | +181+2.8% | Added |
| Builder Investment Group Inc | 6,729 | $606.8K | 0.16% | 00.0% | Unchanged |
| Haverford Trust Co | 6,672 | $601.7K | 0.01% | +306+4.8% | Added |
| Alpha Cubed Investments, LLC | 6,667 | $601.3K | 0.03% | +636+10.5% | Added |
| Congress Asset Management Co | 6,647 | $599.4K | 0.00% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 6,737 | $598.9K | 0.10% | +1,081+19.1% | Added |
| BOS Asset Management, LLC | 6,638 | $598.6K | 0.22% | −174−2.6% | Reduced |
| Welch & Forbes LLC | 6,617 | $596.7K | 0.01% | +77+1.2% | Added |
| Beta Wealth Group, Inc. | 6,616 | $596.7K | 0.27% | −200−2.9% | Reduced |
| Intrua Financial, LLC | 6,582 | $593.6K | 0.10% | −6,616−50.1% | Reduced |
| Brady Family Wealth, LLC | 6,580 | $593.4K | 0.18% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 6,578 | $593.2K | 0.03% | +91+1.4% | Added |
| Tradition Wealth Management, LLC | 6,564 | $591.9K | 0.05% | +10+0.2% | Added |
| Thrive Wealth Management, LLC | 6,562 | $591.8K | 0.11% | −1,250−16.0% | Reduced |
| NFP Retirement, Inc. | 6,530 | $589.0K | 0.05% | −542−7.7% | Reduced |
| Novare Capital Management LLC | 6,525 | $588.4K | 0.05% | +26+0.4% | Added |
| Cyndeo Wealth Partners, LLC | 6,522 | $588.2K | 0.04% | +339+5.5% | Added |
| KC Investment Advisors, LLC | 6,518 | $587.8K | 0.25% | +623+10.6% | Added |
| Mosaic Family Wealth Partners, LLC | 6,514 | $587.5K | 0.09% | +107+1.7% | Added |
| Stratos Wealth Advisors, LLC | 6,508 | $586.9K | 0.03% | −197−2.9% | Reduced |
| Moneta Group Investment Advisors LLC | 6,507 | $586.8K | 0.01% | +367+6.0% | Added |
| Clarius Group, LLC | 6,528 | $586.3K | 0.04% | −228−3.4% | Reduced |
| Evergreen Capital Management LLC | 6,487 | $585.0K | 0.02% | −119−1.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,443 | $581.0K | 0.06% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 6,434 | $580.2K | 0.33% | −232−3.5% | Reduced |
| Optimum Investment Advisors | 6,433 | $580.1K | 0.25% | −500−7.2% | Reduced |
| CX Institutional | 6,425 | $579.4K | 0.03% | +70+1.1% | Added |
| BCR Wealth Strategies, LLC | 6,418 | $578.0K | 0.27% | −442−6.4% | Reduced |
| Driehaus Capital Management LLC | 6,393 | $576.5K | 0.00% | +360+6.0% | Added |
| Epoch Investment Partners, Inc. | 6,388 | $576.1K | 0.00% | +10+0.2% | Added |
| OneAscent Financial Services LLC | 6,390 | $576.0K | 0.41% | +6,390 | New |
| Syon Capital LLC | 6,377 | $575.1K | 0.05% | −20−0.3% | Reduced |
| Abound Wealth Management | 6,317 | $569.7K | 0.19% | +242+4.0% | Added |
| Trust Co of Virginia | 6,288 | $567.1K | 0.05% | −14−0.2% | Reduced |
| Moseley Investment Management Inc | 6,276 | $566.0K | 0.23% | +12+0.2% | Added |
| Moloney Securities Asset Management, LLC | 6,274 | $565.8K | 0.08% | −321−4.9% | Reduced |
| Insigneo Advisory Services, LLC | 6,260 | $564.6K | 0.06% | −1,911−23.4% | Reduced |
| 9258 Wealth Management, LLC | 6,234 | $562.2K | 0.08% | +651+11.7% | Added |
| Probity Advisors, Inc. | 6,200 | $559.1K | 0.11% | −400−6.1% | Reduced |
| Heritage Wealth Advisors | 6,174 | $556.8K | 0.03% | +70+1.1% | Added |
| SFMG, LLC | 6,153 | $554.9K | 0.04% | −60−1.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,119 | $551.8K | 0.02% | +505+9.0% | Added |
| BlueCrest Capital Management Ltd | 6,109 | $550.9K | 0.13% | +6,109 | New |
| Arlington Trust Co LLC | 6,106 | $550.6K | 0.12% | 00.0% | Unchanged |
| Summitry LLC | 6,100 | $550.1K | 0.03% | 00.0% | Unchanged |
| 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 |
| Atlas Brown,Inc. | 6,086 | $548.9K | 0.19% | −1,329−17.9% | Reduced |
| Elevate Wealth Advisory, Inc | 6,077 | $548.0K | 0.41% | −12−0.2% | Reduced |
| Atlas Wealth Partners, LLC | 6,072 | $548.0K | 0.84% | +6,072 | New |
| Commerzbank Aktiengesellschaft | 6,050 | $546.0K | 0.01% | +1,761+41.1% | Added |
| Cranbrook Wealth Management, LLC | 6,036 | $544.3K | 0.12% | 00.0% | Unchanged |
| Graypoint LLC | 6,026 | $543.4K | 0.03% | −627−9.4% | Reduced |
| Wealth Management Associates, Inc. | 6,023 | $543.2K | 0.24% | +1,256+26.3% | Added |
| PSI Advisors, LLC | 6,021 | $542.9K | 0.16% | −100−1.6% | Reduced |
| Orion Investment Co | 6,011 | $542.1K | 0.21% | −424−6.6% | Reduced |
| Charter Trust Co | 6,007 | $541.7K | 0.03% | −25−0.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,006 | $541.6K | 0.02% | +1,421+31.0% | Added |
| Schulhoff & Co Inc | 6,000 | $541.1K | 0.23% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 5,950 | $540.8K | 0.06% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,993 | $540.5K | 0.12% | +22+0.4% | Added |
| Apella Capital, LLC | 5,891 | $539.6K | 0.02% | +69+1.2% | Added |