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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 4,109 | $370.6K | 0.10% | −212−4.9% | Reduced |
| Bedel Financial Consulting, Inc. | 4,103 | $370.0K | 0.05% | −557−12.0% | Reduced |
| Live Oak Private Wealth LLC | 4,099 | $369.6K | 0.06% | −350−7.9% | Reduced |
| American State Bank (Iowa) | 4,081 | $368.0K | 0.22% | 00.0% | Unchanged |
| Coastline Trust Co | 4,079 | $367.8K | 0.04% | −5−0.1% | Reduced |
| ASB Consultores, LLC | 4,078 | $367.8K | 0.15% | 00.0% | Unchanged |
| Zhang Financial LLC | 4,075 | $367.5K | 0.02% | −873−17.6% | Reduced |
| Mindset Wealth Management, LLC | 4,069 | $366.9K | 0.15% | +4,069 | New |
| V-Square Quantitative Management LLC | 4,063 | $366.4K | 0.05% | +1,256+44.7% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $365.2K | 0.03% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,049 | $365.1K | 0.06% | +45+1.1% | Added |
| Latitude Advisors, LLC | 4,046 | $364.9K | 0.21% | +139+3.6% | Added |
| Mogy Joel R Investment Counsel Inc | 4,033 | $363.7K | 0.02% | −1,300−24.4% | Reduced |
| Gentry Private Wealth, LLC | 4,029 | $363.3K | 0.30% | −176−4.2% | Reduced |
| Drive Wealth Management, LLC | 4,012 | $361.8K | 0.09% | +105+2.7% | Added |
| Fagan Associates, Inc. | 4,011 | $361.7K | 0.06% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,008 | $361.4K | 0.05% | −274−6.4% | Reduced |
| Elmwood Wealth Management, Inc. | 4,000 | $360.7K | 0.15% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,000 | $360.7K | 0.00% | +4,000 | New |
| EntryPoint Capital, LLC | 3,997 | $360.4K | 0.21% | +3,997 | New |
| Institute for Wealth Management, LLC. | 3,985 | $359.4K | 0.05% | −235−5.6% | Reduced |
| Altus Wealth Management, LLC | 3,973 | $358.3K | 0.17% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,952 | $356.4K | 0.21% | −55−1.4% | Reduced |
| Morningstar Investment Services LLC | 3,950 | $356.0K | 0.00% | +376+10.5% | Added |
| Bourne Lent Asset Management Inc | 3,931 | $354.5K | 0.13% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 3,930 | $354.4K | 0.24% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,925 | $354.0K | 0.24% | – | – |
| Plancorp, LLC | 3,909 | $352.5K | 0.01% | +10.0% | Added |
| Beck Mack & Oliver LLC | 3,900 | $351.7K | 0.01% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,900 | $351.7K | 0.13% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4,008 | $351.6K | 0.10% | +28+0.7% | Added |
| Heartland Bank & Trust Co | 3,895 | $351.3K | 0.19% | +15+0.4% | Added |
| Ellis Investment Partners, LLC | 3,891 | $350.9K | 0.07% | +20+0.5% | Added |
| Coppell Advisory Solutions LLC | 3,894 | $350.9K | 0.05% | −14−0.4% | Reduced |
| Oxford Financial Group Ltd | 3,890 | $350.8K | 0.02% | −1,429−26.9% | Reduced |
| BLB&B Advisors, LLC | 3,888 | $350.6K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 3,881 | $350.0K | 0.01% | −523−11.9% | Reduced |
| Palumbo Wealth Management LLC | 3,881 | $349.9K | 0.14% | +377+10.8% | Added |
| Armstrong, Fleming & Moore, Inc | 3,879 | $349.8K | 0.20% | 00.0% | Unchanged |
| Fusion Capital, LLC | 3,876 | $349.6K | 0.15% | +10+0.3% | Added |
| Peak Asset Management, LLC | 3,870 | $349.0K | 0.07% | −340−8.1% | Reduced |
| LCM Capital Management Inc | 3,864 | $348.5K | 0.20% | −110−2.8% | Reduced |
| Narwhal Capital Management | 3,859 | $348.0K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 3,858 | $347.9K | 0.09% | −1,914−33.2% | Reduced |
| Coastal Investment Advisors, Inc. | 3,871 | $347.8K | 0.16% | −11,209−74.3% | Reduced |
| Cabot Wealth Management Inc | 3,855 | $347.6K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 3,844 | $346.7K | 0.05% | +2,401+166.4% | Added |
| FLC Capital Advisors | 3,840 | $346.3K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,838 | $346.0K | 0.04% | −36−0.9% | Reduced |
| Engineers Gate Manager LP | 3,826 | $345.0K | 0.01% | +3,826 | New |
| Trinity Financial Advisors LLC | 3,635 | $344.8K | 0.15% | +11+0.3% | Added |
| Bey-Douglas LLC | 4,298 | $344.1K | 0.30% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,802 | $342.9K | 0.10% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 3,794 | $342.1K | 0.07% | −8,498−69.1% | Reduced |
| Geller Advisors LLC | 3,791 | $341.9K | 0.02% | +171+4.7% | Added |
| Plato Investment Management Ltd | 3,792 | $341.6K | 0.03% | +434+12.9% | Added |
| Princeton Global Asset Management LLC | 3,787 | $341.5K | 0.07% | +666+21.3% | Added |
| Fulton Breakefield Broenniman LLC | 3,778 | $340.7K | 0.02% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,767 | $339.7K | 0.12% | +464+14.0% | Added |
| Johnson Financial Group, Inc. | 3,760 | $339.1K | 0.02% | −367−8.9% | Reduced |
| O'Brien Greene & Co. Inc | 3,750 | $338.2K | 0.11% | −71−1.9% | Reduced |
| Lloyd Advisory Services, LLC. | 3,740 | $337.3K | 0.16% | −1,109−22.9% | Reduced |
| WMG Financial Advisors, LLC | 3,739 | $337.2K | 0.15% | +6+0.2% | Added |
| HC Advisors, LLC | 3,737 | $337.0K | 0.28% | +3,737 | New |
| Wealth Group, Ltd. | 3,738 | $337.0K | 0.23% | −1,954−34.3% | Reduced |
| PDS Planning, Inc | 3,717 | $335.2K | 0.03% | +724+24.2% | Added |
| MBB Public Markets I LLC | 3,690 | $332.8K | 0.03% | −75,730−95.4% | Reduced |
| Kingdom Financial Group LLC. | 3,683 | $332.1K | 0.25% | −10.0% | Reduced |
| Retirement Income Solutions, Inc | 3,673 | $331.2K | 0.08% | −200−5.2% | Reduced |
| MidWestOne Financial Group, Inc. | 3,672 | $331.1K | 0.05% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $331.0K | 0.07% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,661 | $330.1K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,657 | $329.8K | 0.10% | −121−3.2% | Reduced |
| Nikulski Financial, Inc. | 3,655 | $329.6K | 0.10% | +3,655 | New |
| Stonebridge Capital Advisors LLC | 3,650 | $329.2K | 0.03% | +187+5.4% | Added |
| Enterprise Financial Services Corp | 3,648 | $329.0K | 0.19% | −166−4.4% | Reduced |
| Fulcrum Equity Management | 3,627 | $327.1K | 0.28% | −365−9.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,623 | $326.7K | 0.26% | +387+12.0% | Added |
| Klingman & Associates, LLC | 3,621 | $326.5K | 0.02% | +34+0.9% | Added |
| Values First Advisors, Inc. | 3,617 | $326.2K | 0.18% | −451−11.1% | Reduced |
| Ascent Group, LLC | 3,607 | $325.3K | 0.02% | +221+6.5% | Added |
| MBM Wealth Consultants, LLC | 3,606 | $325.1K | 0.10% | −5−0.1% | Reduced |
| Cooper Financial Group | 3,602 | $324.8K | 0.04% | +374+11.6% | Added |
| Integris Wealth Management, LLC | 3,600 | $324.6K | 0.09% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 3,594 | $324.1K | 0.04% | +3,594 | New |
| Tyler-Stone Wealth Management | 3,586 | $323.4K | 0.06% | +2,175+154.1% | Added |
| King Wealth | 3,583 | $323.0K | 0.05% | −126−3.4% | Reduced |
| Enclave Advisors LLC | 3,572 | $322.1K | 0.05% | +3,572 | New |
| FDx Advisors, Inc. | 3,566 | $322.0K | 0.09% | −907−20.3% | Reduced |
| New Hampshire Trust | 3,569 | $321.9K | 0.07% | +458+14.7% | Added |
| Willis Investment Counsel | 3,567 | $321.7K | 0.02% | −150−4.0% | Reduced |
| Glass Wealth Management Co LLC | 3,565 | $321.5K | 0.18% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 3,563 | $321.3K | 0.14% | +2+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 3,560 | $321.1K | 0.20% | −147−4.0% | Reduced |
| Auxano Advisors, LLC | 3,558 | $320.9K | 0.08% | +16+0.5% | Added |
| Kapitalo Investimentos Ltda | 3,556 | $320.7K | 0.08% | +3,556 | New |
| Syntegra Private Wealth Group, LLC | 3,546 | $319.8K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,524 | $317.8K | 0.13% | +2,592+278.1% | Added |
| Rainey & Randall Investment Management Inc. | 3,506 | $316.2K | 0.07% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $315.6K | 0.04% | 00.0% | Unchanged |