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 |
|---|---|---|---|---|---|
| Tobam | 4,940 | $445.0K | 0.08% | +1,011+25.7% | Added |
| Journey Strategic Wealth LLC | 4,933 | $444.9K | 0.02% | +4,933 | New |
| Ashton Thomas Securities, LLC | 4,931 | $444.7K | 0.09% | +2,021+69.5% | Added |
| Lee Danner & Bass Inc | 4,920 | $444.0K | 0.03% | −100−2.0% | Reduced |
| Cim Investment Mangement Inc | 4,908 | $442.6K | 0.13% | −155−3.1% | Reduced |
| CMG Global Holdings, LLC | 4,902 | $442.1K | 0.25% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,892 | $441.2K | 0.04% | −99−2.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,885 | $440.5K | 0.04% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4,843 | $436.7K | 0.11% | −1,957−28.8% | Reduced |
| Virtue Capital Management, LLC | 4,843 | $436.7K | 0.09% | −1,028−17.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,822 | $434.9K | 0.20% | −60−1.2% | Reduced |
| Fiduciary Financial Group, LLC | 4,862 | $434.1K | 0.10% | +193+4.1% | Added |
| Legacy Wealth Management, Inc | 4,810 | $433.8K | 0.03% | +4,810 | New |
| Lokken Investment Group LLC | 4,797 | $432.6K | 0.18% | +12+0.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,796 | $432.5K | 0.01% | −941−16.4% | Reduced |
| Washington Trust Co | 4,785 | $431.5K | 0.02% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 4,831 | $431.1K | 0.14% | −656−12.0% | Reduced |
| GHP Investment Advisors, Inc. | 4,772 | $430.3K | 0.02% | +217+4.8% | Added |
| Heritage Wealth Management, Inc. | 4,766 | $429.8K | 0.14% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,756 | $428.9K | 0.01% | +54+1.1% | Added |
| Flaharty Asset Management, LLC | 4,751 | $428.4K | 0.06% | +700+17.3% | Added |
| Tranquility Partners, LLC | 4,746 | $428.0K | 0.16% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,742 | $427.6K | 0.11% | −43−0.9% | Reduced |
| Campion Asset Management LLC | 4,740 | $427.5K | 0.31% | −45−0.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,715 | $425.2K | 0.03% | +10.0% | Added |
| Boston Research & Management Inc | 4,710 | $424.7K | 0.10% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,700 | $424.0K | 0.06% | +4,700 | New |
| Longview Financial Advisors, Inc. | 4,696 | $423.6K | 0.31% | +392+9.1% | Added |
| Argent Advisors, Inc. | 4,687 | $422.7K | 0.16% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,679 | $422.0K | 0.05% | +84+1.8% | Added |
| McGowan Group Asset Management, Inc. | 4,678 | $421.9K | 0.06% | +10.0% | Added |
| Leslie Global Wealth, LLC | 4,678 | $421.9K | 0.20% | +4,678 | New |
| LGT Fund Management Co Ltd. | 4,595 | $420.9K | 0.04% | +4,595 | New |
| EWG Elevate Inc. | 4,664 | $420.6K | 0.17% | +9+0.2% | Added |
| Keynote Financial Services LLC | 4,663 | $420.5K | 0.32% | −295−5.9% | Reduced |
| Charles Schwab Trust Co | 4,659 | $420.1K | 0.04% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 4,650 | $419.0K | 0.17% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,646 | $419.0K | 0.01% | +21+0.5% | Added |
| Holistic Planning, LLC | 4,644 | $418.8K | 0.18% | +4,644 | New |
| Pitcairn Co | 4,636 | $418.1K | 0.02% | −712−13.3% | Reduced |
| Trust Co of Toledo NA | 4,636 | $418.1K | 0.06% | −375−7.5% | Reduced |
| Callan Family Office, LLC | 4,631 | $417.6K | 0.07% | +168+3.8% | Added |
| Meridian Financial, LLC | 4,627 | $417.3K | 0.28% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,616 | $416.3K | 0.01% | +667+16.9% | Added |
| Duncker Streett & Co Inc | 4,615 | $416.1K | 0.08% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 4,560 | $414.7K | 0.24% | −121−2.6% | Reduced |
| Altfest L J & Co Inc | 4,589 | $414.0K | 0.06% | +639+16.2% | Added |
| Simon Quick Advisors, LLC | 4,586 | $413.6K | 0.03% | +695+17.9% | Added |
| Madison Park Capital Advisors, LLC | 4,583 | $413.3K | 0.31% | +5+0.1% | Added |
| American Financial Advisors, LLC | 4,582 | $413.2K | 0.06% | −1,151−20.1% | Reduced |
| Fonville Wealth Management LLC | 4,575 | $412.6K | 0.14% | +265+6.1% | Added |
| Green Harvest Asset Management LLC | 4,563 | $411.5K | 0.01% | +4,563 | New |
| Veracity Capital LLC | 4,561 | $411.3K | 0.16% | +90+2.0% | Added |
| Hummer Financial Advisory Services Inc | 4,550 | $410.3K | 0.32% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,517 | $407.3K | 0.10% | −133−2.9% | Reduced |
| Seelaus Asset Management LLC | 4,513 | $407.0K | 0.37% | +150+3.4% | Added |
| Smith Anglin Financial, LLC | 4,500 | $405.8K | 0.04% | +10.0% | Added |
| World Equity Group, Inc. | 4,498 | $405.6K | 0.15% | +17+0.4% | Added |
| Capital Investment Counsel, Inc | 4,497 | $405.5K | 0.06% | 00.0% | Unchanged |
| Univest Financial Corp | 4,490 | $404.9K | 0.03% | +1,564+53.5% | Added |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | −137−3.0% | Reduced |
| Apexium Financial, LP | 4,470 | $403.1K | 0.03% | +428+10.6% | Added |
| MKT Advisors LLC | 4,400 | $403.0K | 0.19% | −300−6.4% | Reduced |
| Investment House LLC | 4,458 | $402.0K | 0.02% | +3+0.1% | Added |
| Hanson & Doremus Investment Management | 4,461 | $402.0K | 0.06% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,456 | $401.9K | 0.04% | +19+0.4% | Added |
| Oppenheimer Asset Management Inc. | 4,456 | $401.8K | 0.00% | −424−8.7% | Reduced |
| KMG Fiduciary Partners, LLC | 4,454 | $401.6K | 0.03% | −1,779−28.5% | Reduced |
| Transcend Wealth Collective, LLC | 4,452 | $401.6K | 0.03% | −250−5.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,444 | $400.8K | 0.04% | +3+0.1% | Added |
| Thompson Investment Management, Inc. | 4,444 | $400.8K | 0.06% | +20+0.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,425 | $399.0K | 0.11% | +1,778+67.2% | Added |
| Ausdal Financial Partners, Inc. | 4,403 | $397.1K | 0.04% | +460+11.7% | Added |
| Camden Capital, LLC | 4,400 | $396.8K | 0.04% | −219−4.7% | Reduced |
| Wealthspan Partners, LLC | 4,384 | $395.4K | 0.20% | +20.0% | Added |
| TCI Wealth Advisors, Inc. | 4,379 | $394.9K | 0.03% | −10.0% | Reduced |
| Austin Private Wealth, LLC | 4,367 | $393.8K | 0.04% | −65−1.5% | Reduced |
| Drake & Associates, LLC | 4,354 | $392.6K | 0.13% | +531+13.9% | Added |
| Gilliland Jeter Wealth Management LLC | 4,346 | $391.9K | 0.13% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,324 | $389.9K | 0.11% | +146+3.5% | Added |
| Ferguson Wellman Capital Management, Inc | 4,319 | $389.5K | 0.01% | −98−2.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,314 | $389.0K | 0.09% | −364−7.8% | Reduced |
| Trust Co of the South | 4,309 | $388.6K | 0.08% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,304 | $388.1K | 0.02% | −508−10.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,295 | $387.3K | 0.04% | +92+2.2% | Added |
| Independence Bank of Kentucky | 4,270 | $385.1K | 0.08% | −370−8.0% | Reduced |
| St Germain D J Co Inc | 4,270 | $385.1K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,269 | $385.0K | 0.05% | +1,106+35.0% | Added |
| Colonial River Wealth Management, LLC | 4,233 | $381.7K | 0.19% | −2,254−34.7% | Reduced |
| Appleton Partners Inc | 4,220 | $381.0K | 0.03% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 4,200 | $378.8K | 0.02% | −35,818−89.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,200 | $378.8K | 0.08% | +2,300+121.1% | Added |
| GEM Asset Management, LLC | 4,230 | $376.0K | 0.21% | +400+10.4% | Added |
| Brandywine Oak Private Wealth LLC | 4,162 | $375.3K | 0.04% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,147 | $374.0K | 0.13% | −30−0.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,136 | $373.0K | 0.03% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,129 | $372.4K | 0.03% | 00.0% | Unchanged |
| 1st Source Bank | 4,129 | $372.4K | 0.02% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 4,123 | $371.8K | 0.05% | +4,123 | New |
| Patriot Investment Management Inc. | 4,110 | $370.6K | 0.03% | 00.0% | Unchanged |