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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 1,727 | $155.7K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,678 | $151.3K | 0.05% | +125+8.0% | Added |
| Toth Financial Advisory Corp | 1,669 | $150.5K | 0.02% | −47−2.7% | Reduced |
| Community Bank, N.A. | 1,650 | $148.8K | 0.02% | −50−2.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,648 | $148.6K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,647 | $148.5K | 0.02% | −7−0.4% | Reduced |
| Olistico Wealth, LLC | 1,600 | $144.3K | 0.09% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,595 | $143.0K | 0.04% | +7+0.4% | Added |
| S.A. Mason LLC | 1,583 | $142.8K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,552 | $139.9K | 0.03% | +202+15.0% | Added |
| Bogart Wealth, LLC | 1,548 | $139.6K | 0.01% | +80+5.4% | Added |
| American National Bank | 1,517 | $136.8K | 0.02% | −289−16.0% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $135.3K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,486 | $134.0K | 0.06% | +770+107.5% | Added |
| Financial Management Professionals, Inc. | 1,473 | $133.0K | 0.02% | +20+1.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $130.8K | 0.07% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,434 | $129.3K | 0.02% | +1,434 | New |
| Beacon Capital Management, LLC | 1,369 | $123.5K | 0.02% | +349+34.2% | Added |
| New Potomac Partners, LLC | 1,356 | $122.3K | 0.06% | +1,356 | New |
| Ruedi Wealth Management, Inc. | 1,329 | $119.9K | 0.04% | −34−2.5% | Reduced |
| Wintrust Investments LLC | 1,304 | $117.0K | 0.09% | −10,034−88.5% | Reduced |
| Webster Bank, N. A. | 1,285 | $115.9K | 0.01% | +689+115.6% | Added |
| Main Street Group, LTD | 1,273 | $114.8K | 0.05% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,268 | $114.3K | 0.01% | +16+1.3% | Added |
| Whittier Trust Co | 1,210 | $109.1K | 0.00% | −221−15.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,200 | $108.2K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,200 | $108.2K | 0.02% | +1,200 | New |
| Proffitt & Goodson Inc | 1,182 | $106.6K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,166 | $105.2K | 0.08% | −53−4.3% | Reduced |
| American Capital Advisory, LLC | 1,150 | $103.7K | 0.06% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,147 | $103.4K | 0.02% | +30+2.7% | Added |
| DiNuzzo Private Wealth, Inc. | 1,139 | $102.7K | 0.01% | +1+0.1% | Added |
| TD Capital Management LLC | 1,136 | $102.5K | 0.01% | +590+108.1% | Added |
| Caldwell Sutter Capital, Inc. | 1,123 | $101.3K | 0.05% | +1+0.1% | Added |
| McIlrath & Eck, LLC | 1,105 | $99.6K | 0.01% | −337−23.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,101 | $99.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,093 | $98.6K | 0.03% | +108+11.0% | Added |
| Bellevue Asset Management, LLC | 1,052 | $94.9K | 0.05% | +4+0.4% | Added |
| Boyd Watterson Asset Management LLC | 1,036 | $93.4K | 0.03% | −34−3.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,033 | $93.0K | 0.04% | +275+36.3% | Added |
| Darwin Advisors, LLC | 1,006 | $90.7K | 0.02% | +1,006 | New |
| DAGCO, Inc. | 1,000 | $90.2K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,032 | $89.6K | 0.01% | −91−8.1% | Reduced |
| Leonteq Securities AG | 947 | $85.4K | 0.01% | +465+96.5% | Added |
| Versant Capital Management, Inc | 933 | $84.1K | 0.02% | +348+59.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 912 | $82.2K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 882 | $80.0K | 0.02% | +882 | New |
| USA Financial Portformulas Corp | 865 | $78.0K | 0.01% | −359−29.3% | Reduced |
| Dunhill Financial, LLC | 837 | $75.5K | 0.04% | +112+15.4% | Added |
| Kozak & Associates, Inc. | 817 | $75.4K | 0.02% | +817 | New |
| Addison Advisors LLC | 826 | $74.5K | 0.02% | −34−4.0% | Reduced |
| IAG Wealth Partners, LLC | 818 | $73.8K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 815 | $73.5K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 805 | $72.6K | 0.04% | +211+35.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 789 | $71.2K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 773 | $69.7K | 0.03% | +400+107.2% | Added |
| Richard W. Paul & Associates, LLC | 772 | $69.6K | 0.02% | −110−12.5% | Reduced |
| Kennebec Savings Bank | 746 | $67.3K | 0.07% | +746 | New |
| CNB Bank | 744 | $67.1K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 717 | $64.7K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $64.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 678 | $61.1K | 0.01% | +3+0.4% | Added |
| Western Pacific Wealth Management, LP | 672 | $60.6K | 0.04% | +1+0.1% | Added |
| Global Trust Asset Management, LLC | 663 | $59.8K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 659 | $59.4K | 0.01% | +9+1.4% | Added |
| Beaird Harris Wealth Management, LLC | 655 | $59.1K | 0.01% | −2,794−81.0% | Reduced |
| Cetera Trust Company, N.A | 650 | $58.6K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 751 | $58.3K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $57.7K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 617 | $55.6K | 0.01% | −310−33.4% | Reduced |
| Activest Wealth Management | 600 | $54.1K | 0.02% | +600 | New |
| Stuart Chaussee & Associates, Inc. | 588 | $53.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 556 | $50.1K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 553 | $49.9K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 545 | $49.1K | 0.02% | −10−1.8% | Reduced |
| TruNorth Capital Management, LLC | 545 | $49.1K | 0.01% | +41+8.1% | Added |
| Safe Harbor Fiduciary, LLC | 541 | $48.8K | 0.05% | +541 | New |
| Center for Financial Planning, Inc. | 540 | $48.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 539 | $48.6K | 0.01% | +539 | New |
| Moser Wealth Advisors, LLC | 537 | $48.4K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 527 | $47.5K | 0.00% | +7+1.3% | Added |
| Capital Analysts, LLC | 524 | $47.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 518 | $46.7K | 0.00% | −74−12.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 508 | $45.8K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 501 | $45.2K | 0.02% | +129+34.7% | Added |
| Your Advocates Ltd., LLP | 500 | $45.1K | 0.02% | −100−16.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $45.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $45.1K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $45.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 490 | $44.2K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 479 | $43.2K | 0.01% | −363−43.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 477 | $43.0K | 0.03% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 474 | $42.7K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 472 | $42.6K | 0.00% | −34−6.7% | Reduced |
| Bell Investment Advisors, Inc | 464 | $41.8K | 0.01% | +14+3.1% | Added |
| Aspire Private Capital, LLC | 464 | $41.8K | 0.01% | −81−14.9% | Reduced |
| Voisard Asset Management Group, Inc. | 459 | $41.4K | 0.02% | +15+3.4% | Added |
| Covestor Ltd | 450 | $41.0K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 450 | $40.6K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 449 | $40.5K | 0.01% | 00.0% | Unchanged |