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 |
|---|---|---|---|---|---|
| Goldstone Financial Group, LLC | 5,978 | $539.1K | 0.09% | +778+15.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,976 | $538.9K | 0.07% | −34−0.6% | Reduced |
| Red Wave Investments LLC | 5,968 | $538.2K | 0.19% | +147+2.5% | Added |
| Sherbrooke Park Advisers LLC | 5,964 | $537.8K | 0.12% | +5,964 | New |
| LCNB Corp | 5,962 | $537.7K | 0.19% | −109−1.8% | Reduced |
| Diligent Investors, LLC | 5,948 | $536.4K | 0.12% | +104+1.8% | Added |
| Waldron Private Wealth LLC | 5,936 | $535.3K | 0.02% | +1,015+20.6% | Added |
| TBH Global Asset Management, LLC | 5,922 | $534.0K | 0.12% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 5,890 | $531.0K | 0.19% | +77+1.3% | Added |
| Kapstone Financial Advisors LLC | 5,886 | $530.3K | 0.32% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,865 | $528.9K | 0.19% | +151+2.6% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,859 | $528.4K | 0.13% | −493−7.8% | Reduced |
| Tributary Capital Management, LLC | 5,850 | $527.6K | 0.04% | +5,850 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 5,840 | $526.7K | 0.04% | +140+2.5% | Added |
| Cross Staff Investments Inc | 5,835 | $526.2K | 0.41% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 5,883 | $523.4K | 0.18% | +471+8.7% | 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 |
| Rise Advisors, LLC | 5,772 | $520.5K | 0.25% | +230+4.2% | Added |
| O'Rourke & Company, Inc | 5,767 | $520.0K | 0.26% | +6+0.1% | Added |
| Ballew Advisors, Inc | 5,841 | $519.4K | 0.35% | −644−9.9% | Reduced |
| Baader Bank INC | 5,765 | $516.7K | 0.04% | −2,209−27.7% | Reduced |
| Summit Asset Management, LLC | 5,716 | $515.5K | 0.10% | +14+0.2% | Added |
| Avestar Capital, LLC | 5,706 | $514.6K | 0.06% | +332+6.2% | Added |
| Summit Financial Wealth Advisors, LLC | 5,700 | $514.0K | 0.10% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 5,672 | $511.5K | 0.10% | +1,381+32.2% | Added |
| McKinley Carter Wealth Services, Inc. | 5,671 | $511.4K | 0.03% | −588−9.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 5,650 | $509.5K | 0.33% | −500−8.1% | Reduced |
| Doliver Advisors, LP | 5,648 | $509.3K | 0.14% | −125−2.2% | Reduced |
| Ballentine Partners, LLC | 5,636 | $508.3K | 0.01% | +87+1.6% | Added |
| Armstrong Advisory Group, Inc | 5,631 | $507.8K | 0.04% | +227+4.2% | Added |
| Independent Financial Group, LLC | 5,629 | $507.6K | 0.02% | +480+9.3% | Added |
| Davy Global Fund Management Ltd | 5,625 | $507.3K | 0.05% | −250−4.3% | Reduced |
| Buck Wealth Strategies, LLC | 5,624 | $507.2K | 0.16% | −3,042−35.1% | Reduced |
| Arcus Capital Partners, LLC | 5,617 | $506.6K | 0.18% | +36+0.6% | Added |
| United Capital Management of KS, Inc. | 5,597 | $504.8K | 0.11% | +588+11.7% | Added |
| Glass Jacobson Investment Advisors llc | 5,584 | $503.6K | 0.17% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5,569 | $502.2K | 0.05% | −233−4.0% | Reduced |
| Flagship Harbor Advisors, LLC | 5,567 | $502.0K | 0.03% | +551+11.0% | Added |
| Lifeworks Advisors, LLC | 5,557 | $501.2K | 0.10% | +1,510+37.3% | Added |
| AlphaCore Capital LLC | 5,526 | $498.4K | 0.11% | +29+0.5% | Added |
| Mirador Capital Partners LP | 5,521 | $497.9K | 0.09% | +157+2.9% | Added |
| Colonial Trust Advisors | 5,521 | $497.9K | 0.04% | −50−0.9% | Reduced |
| Motco | 5,518 | $497.6K | 0.05% | +2,693+95.3% | Added |
| Shell Asset Management Co | 5,501 | $496.0K | 0.02% | +5,501 | New |
| Forum Financial Management, LP | 5,486 | $494.7K | 0.01% | −970−15.0% | Reduced |
| Donald L. Hagan, LLC | 5,484 | $494.6K | 0.25% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 5,523 | $493.1K | 0.02% | +104+1.9% | Added |
| Significant Wealth Partners LLC | 5,467 | $493.0K | 0.26% | +411+8.1% | Added |
| David Loasby | 5,434 | $492.8K | 0.05% | +16+0.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 5,454 | $492.0K | 0.02% | +2,498+84.5% | Added |
| Mathes Company, Inc. | 5,450 | $491.0K | 0.17% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $489.1K | 0.31% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,403 | $487.2K | 0.06% | +44+0.8% | Added |
| Slagle Financial, LLC | 5,401 | $487.1K | 0.22% | −1,101−16.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,405 | $487.0K | 0.35% | 00.0% | Unchanged |
| 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 |
| Dogwood Wealth Management LLC | 5,390 | $486.0K | 0.28% | +114+2.2% | Added |
| Naples Money Management LLC | 5,388 | $485.9K | 0.41% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,287 | $484.3K | 0.20% | +10.0% | Added |
| Perfromance Wealth Partners, LLC | 5,367 | $484.0K | 0.02% | +5,367 | New |
| Cohen Investment Advisors LLC | 5,353 | $482.7K | 0.30% | −1,615−23.2% | Reduced |
| Sage Mountain Advisors LLC | 5,336 | $481.2K | 0.04% | −1,823−25.5% | Reduced |
| Koss-Olinger Consulting, LLC | 5,335 | $481.0K | 0.04% | 00.0% | Unchanged |
| Destination Wealth Management | 5,301 | $478.1K | 0.01% | +5,301 | New |
| Hartline Investment Corp | 5,260 | $474.3K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 5,251 | $473.6K | 0.14% | −2,685−33.8% | Reduced |
| Correct Capital Wealth Management | 5,250 | $473.4K | 0.10% | 00.0% | Unchanged |
| AMG National Trust Bank | 5,246 | $473.2K | 0.01% | −3,082−37.0% | Reduced |
| First National Bank & Trust Co of Newtown | 5,235 | $472.1K | 0.09% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 5,233 | $471.9K | 0.03% | −204−3.8% | Reduced |
| West Paces Advisors Inc. | 5,212 | $470.0K | 0.12% | +2,800+116.1% | Added |
| Wynn Capital, LLC | 5,198 | $468.7K | 0.31% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 5,185 | $467.6K | 0.22% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,175 | $466.7K | 0.05% | −7,650−59.6% | Reduced |
| Cladis Investment Advisory, LLC | 5,160 | $465.3K | 0.32% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,138 | $463.3K | 0.14% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,137 | $463.3K | 0.13% | −32−0.6% | Reduced |
| Bullock Wealth Management Group | 5,095 | $463.1K | 0.28% | +111+2.2% | Added |
| Requisite Capital Management, LLC | 5,128 | $462.4K | 0.10% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,113 | $461.1K | 0.08% | +16+0.3% | 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 |
| Sigma Investment Counselors Inc | 5,099 | $459.8K | 0.03% | +10+0.2% | Added |
| REDW Wealth LLC | 5,094 | $459.4K | 0.12% | +37+0.7% | Added |
| STAR Financial Bank | 5,067 | $456.9K | 0.31% | −493−8.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $456.0K | 0.09% | 00.0% | Unchanged |
| OMC Financial Services LTD | 5,867 | $455.0K | 0.22% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 5,043 | $454.8K | 0.24% | −197−3.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,034 | $454.0K | 0.12% | +10+0.2% | Added |
| Legacy Financial Advisors, Inc. | 5,032 | $453.8K | 0.08% | −123−2.4% | Reduced |
| Altus Wealth Group LLC | 5,016 | $452.3K | 0.19% | +22+0.4% | Added |
| JB Capital LLC | 5,010 | $451.9K | 0.03% | −454−8.3% | Reduced |
| RB Capital Management, LLC | 4,981 | $449.1K | 0.11% | −56−1.1% | Reduced |
| Jentner Corp | 4,960 | $447.3K | 0.14% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4,958 | $447.1K | 0.04% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 4,953 | $446.7K | 0.62% | +784+18.8% | Added |
| Retirement Planning Group | 4,941 | $445.6K | 0.02% | −395−7.4% | Reduced |