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 |
|---|---|---|---|---|---|
| First Citizens Financial Corp | 3,492 | $314.9K | 0.17% | −35−1.0% | Reduced |
| United Advisor Group, LLC | 3,492 | $314.9K | 0.07% | +697+24.9% | Added |
| Zullo Investment Group, Inc. | 3,475 | $313.4K | 0.13% | +118+3.5% | Added |
| Old Second National Bank of Aurora | 3,471 | $313.0K | 0.08% | +63+1.8% | Added |
| WealthBridge Capital Management, LLC | 3,460 | $312.0K | 0.09% | −195−5.3% | Reduced |
| Quotient Wealth Partners, LLC | 3,460 | $312.0K | 0.01% | +219+6.8% | Added |
| Tennessee Valley Asset Management Partners | 3,425 | $311.9K | 0.05% | +3,425 | New |
| Premier Path Wealth Partners, LLC | 3,458 | $311.9K | 0.05% | +143+4.3% | Added |
| Wedgewood Investors Inc | 3,450 | $311.1K | 0.34% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 3,450 | $311.1K | 0.37% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,450 | $311.1K | 0.06% | +200+6.2% | Added |
| Keebeck Wealth Management, LLC | 3,445 | $310.7K | 0.05% | +11+0.3% | Added |
| Buttonwood Financial Advisors Inc. | 3,444 | $310.6K | 0.14% | −699−16.9% | Reduced |
| Catalyst Financial Partners LLC | 3,436 | $309.9K | 0.06% | +657+23.6% | Added |
| KRS Capital Management, LLC | 3,432 | $309.5K | 0.23% | −265−7.2% | Reduced |
| Platform Technology Partners | 3,428 | $309.1K | 0.10% | −57−1.6% | Reduced |
| Aspen Grove Capital, LLC | 3,422 | $308.6K | 0.07% | +2+0.1% | Added |
| Private Portfolio Partners LLC | 3,417 | $308.2K | 0.06% | +3,417 | New |
| Family Asset Management, LLC | 3,402 | $306.8K | 0.18% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,397 | $306.3K | 0.01% | +8+0.2% | Added |
| Eagle Wealth Strategies LLC | 3,394 | $306.0K | 0.22% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 3,390 | $305.7K | 0.07% | +27+0.8% | Added |
| Gateway Investment Advisers LLC | 3,389 | $305.6K | 0.00% | −188−5.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,387 | $305.4K | 0.00% | +100+3.0% | Added |
| Boyar Asset Management Inc. | 3,365 | $303.5K | 0.20% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 3,363 | $303.2K | 0.06% | −460−12.0% | Reduced |
| DF Dent & Co Inc | 3,356 | $302.7K | 0.00% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,350 | $302.1K | 0.05% | +150+4.7% | Added |
| Gsa Capital Partners LLP | 3,345 | $302.0K | 0.02% | +3,345 | New |
| Pure Portfolios Holdings LLC | 3,308 | $298.3K | 0.11% | +3,308 | New |
| Morris Financial Concepts, Inc. | 3,306 | $298.1K | 0.13% | +10+0.3% | Added |
| Summit Wealth Partners, LLC | 3,290 | $296.7K | 0.06% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 3,275 | $295.3K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,274 | $295.2K | 0.09% | +262+8.7% | Added |
| PBMares Wealth Management LLC | 3,273 | $295.2K | 0.06% | +273+9.1% | Added |
| Bright Futures Wealth Management, LLC. | 3,296 | $294.5K | 0.14% | +936+39.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,790 | $294.0K | 0.15% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,260 | $294.0K | 0.10% | +3,260 | New |
| Tucker Asset Management LLC | 3,259 | $293.9K | 0.07% | −1,195−26.8% | Reduced |
| Insight Advisors, LLC | 3,247 | $292.8K | 0.05% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 3,246 | $292.8K | 0.22% | +5+0.2% | Added |
| Sittner & Nelson, LLC | 3,246 | $292.7K | 0.13% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,246 | $292.7K | 0.04% | +119+3.8% | Added |
| FSA Advisors, Inc. | 3,275 | $292.4K | 0.29% | −2,765−45.8% | Reduced |
| Community Trust & Investment Co | 3,236 | $291.8K | 0.02% | +3,236 | New |
| Davis R M Inc | 3,236 | $291.8K | 0.01% | −1,216−27.3% | Reduced |
| New Republic Capital, LLC | 3,235 | $291.7K | 0.17% | +42+1.3% | Added |
| Chesapeake Wealth Management | 3,233 | $291.6K | 0.10% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,232 | $291.5K | 0.07% | −191−5.6% | Reduced |
| Saxony Capital Management, LLC | 3,222 | $290.6K | 0.27% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,424 | $290.2K | 0.05% | +3,424 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,096 | $289.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,210 | $289.5K | 0.07% | +25+0.8% | Added |
| Sawyer & Company, Inc | 3,200 | $289.0K | 0.11% | −23−0.7% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $289.0K | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,190 | $287.7K | 0.05% | −66−2.0% | Reduced |
| Biltmore Wealth Management, LLC | 3,189 | $287.6K | 0.12% | +2+0.1% | Added |
| Searcy Financial Services Inc | 3,180 | $286.8K | 0.13% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 3,179 | $286.7K | 0.05% | −824−20.6% | Reduced |
| USAdvisors Wealth Management, LLC | 3,178 | $286.0K | 0.10% | −176−5.2% | Reduced |
| Impact Partnership Wealth, LLC | 3,170 | $285.9K | 0.06% | +3,170 | New |
| OmniStar Financial Group, Inc. | 3,163 | $285.3K | 0.21% | +12+0.4% | Added |
| Power Wealth Management LLC | 3,163 | $285.2K | 0.12% | +3,163 | New |
| Keb Asset Management, LLC | 3,162 | $285.1K | 0.09% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 3,155 | $284.6K | 0.08% | +3,155 | New |
| Compass Wealth Management LLC | 3,150 | $284.1K | 0.07% | −70−2.2% | Reduced |
| Octavia Wealth Advisors, LLC | 3,150 | $284.1K | 0.04% | +3+0.1% | Added |
| PFC Capital Group, Inc. | 3,150 | $284.0K | 0.14% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 3,144 | $283.5K | 0.01% | −14−0.4% | Reduced |
| Cannon Wealth Management Services, LLC | 3,140 | $283.1K | 0.26% | +3,140 | New |
| Gibbs Wealth Management | 3,137 | $282.9K | 0.09% | +15+0.5% | Added |
| Athena Investment Management | 3,123 | $281.6K | 0.16% | −100−3.1% | Reduced |
| Cromwell Holdings LLC | 3,119 | $281.3K | 0.18% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 3,118 | $281.2K | 0.12% | +34+1.1% | Added |
| Gryphon Financial Partners LLC | 3,114 | $280.8K | 0.04% | +56+1.8% | Added |
| Alpha Omega Wealth Management LLC | 3,107 | $280.2K | 0.05% | −25−0.8% | Reduced |
| Brendel Financial Advisors LLC | 3,100 | $280.0K | 0.16% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 3,100 | $279.6K | 0.13% | −639−17.1% | Reduced |
| Anchor Capital Advisors LLC | 3,100 | $279.6K | 0.01% | −200−6.1% | Reduced |
| Financial Partners Group, Inc | 3,086 | $278.3K | 0.04% | +57+1.9% | Added |
| ICONIQ Capital, LLC | 3,085 | $278.2K | 0.01% | +3,085 | New |
| Capital Planning Advisors, LLC | 3,084 | $278.1K | 0.04% | +3,084 | New |
| Barlow Wealth Partners, Inc. | 3,120 | $277.3K | 0.04% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,075 | $277.3K | 0.03% | −24,952−89.0% | Reduced |
| Barnett & Company, Inc. | 3,059 | $275.9K | 0.18% | +3,059 | New |
| Sapient Capital LLC | 3,050 | $275.0K | 0.01% | +8+0.3% | Added |
| Modern Wealth Management, LLC | 3,045 | $274.7K | 0.02% | −242−7.4% | Reduced |
| Gerber, LLC | 3,040 | $274.2K | 0.20% | +5+0.2% | Added |
| Exchange Capital Management, Inc. | 3,034 | $273.6K | 0.04% | −22−0.7% | Reduced |
| Ironsides Asset Advisors, LLC | 3,030 | $273.2K | 0.08% | +3,030 | New |
| Northwest Bancshares, Inc. | 3,027 | $273.0K | 0.05% | −51−1.7% | Reduced |
| Magnolia Wealth Management, LLC | 3,026 | $272.9K | 0.19% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,023 | $272.7K | 0.03% | +431+16.6% | Added |
| Total Clarity Wealth Management, Inc. | 3,020 | $272.4K | 0.09% | −199−6.2% | Reduced |
| Truvestments Capital LLC | 3,011 | $271.5K | 0.07% | +123+4.3% | Added |
| Investors Asset Management of Georgia Inc | 3,002 | $270.7K | 0.13% | −124−4.0% | Reduced |
| KKM Financial LLC | 3,001 | $270.6K | 0.13% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $270.5K | 0.19% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,000 | $270.5K | 0.17% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,999 | $270.4K | 0.05% | 00.0% | Unchanged |