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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 447 | $40.0K | 0.00% | +81+22.1% | Added |
| MB, Levis & Associates, LLC | 420 | $37.8K | 0.02% | +1+0.2% | Added |
| Perritt Capital Management Inc | 415 | $37.4K | 0.02% | +3+0.7% | Added |
| SRS Capital Advisors, Inc. | 412 | $37.2K | 0.00% | +36+9.6% | Added |
| Operose Advisors LLC | 409 | $36.9K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 403 | $36.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 400 | $36.1K | 0.01% | −27−6.3% | Reduced |
| First Community Trust NA | 400 | $36.1K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $36.1K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 405 | $35.4K | 0.02% | +255+170.0% | Added |
| Ritter Daniher Financial Advisory LLC | 350 | $31.6K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 350 | $31.6K | 0.01% | +200+133.3% | Added |
| BOK Financial Private Wealth, Inc. | 350 | $31.6K | 0.00% | +350 | New |
| FSC Wealth Advisors, LLC | 350 | $31.5K | 0.02% | +3+0.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 345 | $31.1K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 346 | $31.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 340 | $30.6K | 0.00% | −288−45.9% | Reduced |
| Claris Advisors, LLC | 338 | $30.5K | 0.01% | +338 | New |
| NVWM, LLC | 317 | $28.6K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 314 | $28.3K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 311 | $28.0K | 0.02% | +195+168.1% | Added |
| Elequin Capital LP | 310 | $28.0K | 0.00% | +310 | New |
| Pflug Koory, LLC | 306 | $27.6K | 0.01% | +306 | New |
| Trivant Custom Portfolio Group, LLC | 300 | $27.1K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $27.1K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 296 | $26.7K | 0.01% | +1+0.3% | Added |
| Global Financial Private Client, LLC | 294 | $26.5K | 0.01% | +294 | New |
| CGC Financial Services, LLC | 293 | $26.4K | 0.01% | +233+388.3% | Added |
| CBIZ Investment Advisory Services, LLC | 285 | $25.7K | 0.00% | +1+0.4% | Added |
| Fairfield Financial Advisors, LTD | 282 | $25.4K | 0.01% | +2+0.7% | Added |
| Key Financial Inc | 269 | $24.3K | 0.01% | +13+5.1% | Added |
| McMahon Financial Advisors, LLC | 264 | $23.8K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $23.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 256 | $23.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 244 | $22.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 238 | $21.5K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 232 | $20.9K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 225 | $20.3K | 0.01% | +1+0.4% | Added |
| Tidemark, LLC | 225 | $20.3K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 222 | $20.0K | 0.01% | +222 | New |
| Winch Advisory Services, LLC | 216 | $19.4K | 0.01% | +2+0.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 215 | $19.4K | 0.01% | +1+0.5% | Added |
| Financial Network Wealth Advisors LLC | 215 | $19.4K | 0.02% | +11+5.4% | Added |
| Cedar Wealth Management, LLC | 211 | $19.0K | 0.01% | −334−61.3% | Reduced |
| Logan Capital Management Inc | 210 | $18.9K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $18.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $18.0K | 0.01% | +200 | New |
| TSFG, LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 193 | $17.4K | 0.01% | +193 | New |
| Horizon Financial Services, LLC | 190 | $17.1K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 186 | $16.8K | 0.01% | +1+0.5% | Added |
| Eagle Bay Advisors LLC | 184 | $16.6K | 0.01% | −14−7.1% | Reduced |
| Avion Wealth | 181 | $16.0K | 0.00% | +12+7.1% | Added |
| Clean Yield Group | 175 | $15.8K | 0.01% | −75−30.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 167 | $15.1K | 0.00% | +167 | New |
| Fairscale Capital, LLC | 162 | $14.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 160 | $14.4K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 156 | $14.1K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 140 | $12.6K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 132 | $11.9K | 0.00% | +132 | New |
| SJS Investment Consulting Inc. | 124 | $11.2K | 0.00% | −200−61.7% | Reduced |
| Valley National Advisers Inc | 126 | $11.0K | 0.00% | −405−76.3% | Reduced |
| Harvest Fund Management Co., Ltd | 120 | $11.0K | 0.00% | +120 | New |
| Cherry Tree Wealth Management, LLC | 121 | $10.9K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 120 | $10.8K | 0.00% | +120 | New |
| JDM Financial Group LLC | 117 | $10.6K | 0.01% | +117 | New |
| Guardian Wealth Management, Inc. | 116 | $10.5K | 0.01% | +1+0.9% | Added |
| Aspect Partners, LLC | 114 | $10.3K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 105 | $9.47K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 105 | $9.47K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 104 | $9.38K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 100 | $9.02K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $9.02K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 100 | $9.02K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $9.02K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 99 | $8.93K | 0.00% | +99 | New |
| Hollencrest Capital Management | 97 | $8.75K | 0.00% | +67+223.3% | Added |
| Peterson Financial Group, Inc. | 95 | $8.57K | 0.03% | +95 | New |
| Nemes Rush Group LLC | 113 | $8.11K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 93 | $8.00K | 0.00% | +3+3.3% | Added |
| Criterion Capital Advisors, LLC | 101 | $7.86K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,571 | $7.55K | 0.00% | −10−0.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 75 | $6.76K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 73 | $6.58K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 61 | $5.51K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 58 | $5.21K | 0.00% | −39−40.2% | Reduced |
| Chilton Capital Management LLC | 51 | $4.60K | 0.00% | −210−80.5% | Reduced |
| Halpern Financial, Inc. | 47 | $4.30K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 47 | $4.24K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 43 | $3.88K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 35 | $3.16K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 29 | $3.00K | 0.00% | −1,026−97.3% | Reduced |
| PayPay Securities Corp | 30 | $2.71K | 0.24% | −1−3.2% | Reduced |
| True Wealth Design, LLC | 28 | $2.53K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 27 | $2.44K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 25 | $2.26K | 0.00% | +14+127.3% | Added |
| Trifecta Capital Advisors, LLC | 23 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 21 | $1.93K | 0.00% | 00.0% | Unchanged |