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 |
|---|---|---|---|---|---|
| Stevens Capital Management LP | 2,478 | $223.0K | 0.03% | +2,478 | New |
| Phillips Wealth Planners LLC | 2,416 | $223.0K | 0.21% | −851−26.0% | Reduced |
| Curran Financial Partners, LLC | 2,473 | $223.0K | 0.06% | −166−6.3% | Reduced |
| Forbes J M & Co LLP | 2,472 | $222.9K | 0.02% | +2,472 | New |
| MJP Associates Inc | 2,472 | $222.9K | 0.04% | +2,472 | New |
| Per Stirling Capital Management, LLC. | 2,469 | $222.6K | 0.03% | +2,469 | New |
| Sargent Investment Group, LLC | 2,467 | $222.5K | 0.04% | +2,467 | New |
| Delta Investment Management, LLC | 2,465 | $222.3K | 0.05% | +2,465 | New |
| Glassy Mountain Advisors, Inc. | 2,464 | $222.2K | 0.08% | −265−9.7% | Reduced |
| Westside Investment Management, Inc. | 2,453 | $221.2K | 0.05% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,451 | $221.0K | 0.03% | +2,451 | New |
| Mayflower Financial Advisors, LLC | 2,445 | $220.5K | 0.03% | −548−18.3% | Reduced |
| Jacobsen Capital Management | 2,444 | $220.4K | 0.09% | +2,444 | New |
| Brown Financial Advisory | 2,443 | $220.3K | 0.16% | +2,443 | New |
| Tandem Capital Management Corp | 2,435 | $219.6K | 0.12% | +2,435 | New |
| Santori & Peters | 2,431 | $219.3K | 0.09% | +2,431 | New |
| Liberty Capital Management, Inc. | 2,430 | $219.1K | 0.05% | +2,430 | New |
| Parkside Financial Bank & Trust | 2,429 | $219.0K | 0.03% | +8+0.3% | Added |
| Oak Family Advisors, LLC | 2,428 | $219.0K | 0.08% | +2,428 | New |
| Old Mission Investment Co LLC | 2,428 | $219.0K | 0.07% | +2,428 | New |
| MBA Advisors LLC | 2,426 | $218.8K | 0.11% | +2,426 | New |
| Hardin Capital Partners, LLC | 2,445 | $218.3K | 0.12% | +2,445 | New |
| Titleist Asset Management, LLC | 2,421 | $218.3K | 0.03% | +2,421 | New |
| LexAurum Advisors, LLC | 2,413 | $217.6K | 0.05% | +2,413 | New |
| Stephens Consulting, LLC | 2,412 | $217.5K | 0.06% | −69−2.8% | Reduced |
| Wrapmanager Inc | 2,412 | $217.5K | 0.06% | −1,655−40.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 2,405 | $216.9K | 0.07% | +2,405 | New |
| Savvy Advisors, Inc. | 2,404 | $216.8K | 0.04% | +2,404 | New |
| Forbes Financial Planning, Inc. | 2,404 | $216.8K | 0.16% | +2,404 | New |
| RMB Capital Management, LLC | 2,401 | $216.5K | 0.00% | +2,401 | New |
| Essex Investment Management Co LLC | 2,400 | $216.4K | 0.04% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 2,400 | $216.4K | 0.02% | +2,400 | New |
| Partners in Financial Planning | 2,386 | $215.2K | 0.04% | +2,386 | New |
| Sweet Financial Partners, LLC | 2,386 | $215.2K | 0.05% | +2,386 | New |
| Calton & Associates, Inc. | 2,383 | $214.9K | 0.08% | +2,383 | New |
| Tevis Investment Management | 2,377 | $214.3K | 0.16% | +2,377 | New |
| Bank of Stockton | 2,370 | $213.7K | 0.06% | +2,370 | New |
| Prospect Financial Services LLC | 2,366 | $213.4K | 0.13% | +2,366 | New |
| William B. Walkup & Associates, Inc. | 2,358 | $212.6K | 0.13% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,358 | $212.6K | 0.16% | +2,358 | New |
| waypoint wealth counsel | 2,355 | $212.4K | 0.14% | +2,355 | New |
| Capstone Investment Advisors, LLC | 2,355 | $212.4K | 0.00% | −9,071−79.4% | Reduced |
| Advance Capital Management, Inc. | 2,333 | $210.4K | 0.01% | +2,333 | New |
| Sonata Capital Group Inc | 2,325 | $210.0K | 0.09% | +2,325 | New |
| Fortis Advisors, LLC | 2,325 | $209.7K | 0.14% | +2,325 | New |
| Verus Capital Partners, LLC | 2,322 | $209.4K | 0.02% | +2,322 | New |
| Noesis Capital Mangement Corp | 2,320 | $209.2K | 0.04% | +2,320 | New |
| Pinkerton Retirement Specialists, LLC | 2,320 | $209.2K | 0.03% | +2,320 | New |
| Fortis Capital Advisors, LLC | 2,319 | $209.2K | 0.07% | −298−11.4% | Reduced |
| Ethos Financial Group, LLC | 2,309 | $208.0K | 0.03% | +2,309 | New |
| PCA Investment Advisory Services Inc. | 2,305 | $207.9K | 0.10% | +2,305 | New |
| Sage Private Wealth Group, LLC | 2,305 | $207.9K | 0.16% | +2,305 | New |
| Williamson Legacy Group, LLC | 2,303 | $207.7K | 0.14% | +2,303 | New |
| Sanders Morris Harris LLC | 2,300 | $207.4K | 0.03% | +2,300 | New |
| Stonebridge Financial Planning Group, LLC | 2,300 | $207.4K | 0.10% | +2,300 | New |
| AllGen Financial Advisors, Inc. | 2,300 | $207.4K | 0.07% | +2,300 | New |
| Alamar Capital Management, LLC | 2,298 | $207.2K | 0.11% | +2,298 | New |
| Patrick M Sweeney & Associates, Inc | 2,293 | $206.8K | 0.15% | +2,293 | New |
| Creative Financial Designs Inc | 2,292 | $206.7K | 0.02% | −14,109−86.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,270 | $206.6K | 0.08% | +2,270 | New |
| Muirfield Wealth Advisors LLC | 2,282 | $205.8K | 0.17% | +2,282 | New |
| Rockbridge Investment Management, LCC | 2,275 | $205.2K | 0.03% | +2,275 | New |
| Legacy Edge Advisors, LLC | 2,271 | $204.8K | 0.03% | +2,271 | New |
| Outlook Wealth Advisors, LLC | 2,267 | $204.4K | 0.06% | +2,267 | New |
| Accel Wealth Management | 2,266 | $204.3K | 0.08% | +2,266 | New |
| Proficio Capital Partners LLC | 2,265 | $204.3K | 0.02% | −855−27.4% | Reduced |
| Nomura Holdings Inc | 2,262 | $204.0K | 0.00% | −20,941−90.3% | Reduced |
| Alpine Bank Wealth Management | 2,260 | $203.8K | 0.03% | +2,260 | New |
| WealthShield Partners, LLC | 2,254 | $203.3K | 0.03% | +2,254 | New |
| Robinson Smith Wealth Advisors LLC | 2,254 | $203.3K | 0.17% | −473−17.3% | Reduced |
| Bowman & Co S.C. | 2,250 | $202.9K | 0.11% | +2,250 | New |
| Emprise Bank | 2,248 | $202.7K | 0.12% | +2,248 | New |
| Northeast Investment Management | 2,247 | $202.6K | 0.01% | −350−13.5% | Reduced |
| Hanlon Investment Management, Inc. | 2,237 | $201.7K | 0.06% | +2,237 | New |
| Braun-Bostich & Associates Inc. | 2,234 | $201.5K | 0.14% | +2,234 | New |
| NorthStar Asset Management LLC | 2,231 | $201.2K | 0.13% | −462−17.2% | Reduced |
| Parkside Advisors LLC | 2,228 | $200.9K | 0.05% | +2,228 | New |
| Cornerstone Planning Group LLC | 2,229 | $200.2K | 0.05% | +239+12.0% | Added |
| DT Investment Partners, LLC | 2,201 | $198.5K | 0.02% | +121+5.8% | Added |
| Founders Financial Alliance, LLC | 2,195 | $197.9K | 0.06% | −350−13.8% | Reduced |
| Salomon & Ludwin, LLC | 2,175 | $196.1K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $194.3K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,151 | $194.0K | 0.10% | 00.0% | Unchanged |
| ORG Partners LLC | 2,150 | $193.9K | 0.03% | −835−28.0% | Reduced |
| Indiana Trust & Investment Management CO | 2,060 | $185.8K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,038 | $183.8K | 0.03% | +29+1.4% | Added |
| Clear Investment Research, LLC | 2,010 | $181.3K | 0.24% | −5−0.2% | Reduced |
| Northwest Bank & Trust Co | 2,006 | $180.9K | 0.14% | −400−16.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,002 | $180.5K | 0.07% | +15+0.8% | Added |
| TFC Financial Management | 1,998 | $180.2K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,015 | $174.9K | 0.02% | +4+0.2% | Added |
| Smithfield Trust Co | 1,915 | $174.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,901 | $171.4K | 0.10% | −33−1.7% | Reduced |
| MCF Advisors LLC | 1,891 | $170.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,882 | $169.7K | 0.15% | +15+0.8% | Added |
| Ransom Advisory, Ltd | 1,866 | $168.3K | 0.08% | −400−17.7% | Reduced |
| Manchester Capital Management LLC | 1,836 | $165.6K | 0.02% | −1−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,826 | $164.7K | 0.01% | +12+0.7% | Added |
| Acropolis Investment Management, LLC | 1,747 | $157.5K | 0.01% | +350+25.1% | Added |
| Harbor Investment Advisory, LLC | 1,740 | $156.9K | 0.02% | −205−10.5% | Reduced |