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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 98,870 | $8.92M | 0.35% | +1,579+1.6% | Added |
| Rothschild Investment LLC | 98,633 | $8.89M | 0.58% | −594−0.6% | Reduced |
| Associated Banc-Corp | 98,620 | $8.89M | 0.26% | −8,332−7.8% | Reduced |
| Visionary Wealth Advisors | 98,323 | $8.87M | 0.54% | −9,708−9.0% | Reduced |
| Hantz Financial Services, Inc. | 97,877 | $8.83M | 0.16% | −3,119−3.1% | Reduced |
| Advisors Preferred, LLC | 96,501 | $8.77M | 1.34% | +96,501 | New |
| Steel Peak Wealth Management LLC | 96,892 | $8.74M | 0.39% | +90,846+1,502.6% | Added |
| ARS Wealth Advisors Group, LLC | 96,799 | $8.73M | 1.07% | +1,505+1.6% | Added |
| Insight Folios Inc | 96,698 | $8.72M | 3.11% | +2,802+3.0% | Added |
| Keel Point, LLC | 94,887 | $8.56M | 0.71% | +802+0.9% | Added |
| Advocate Group LLC | 94,398 | $8.51M | 1.54% | +264+0.3% | Added |
| Brookstone Capital Management | 94,392 | $8.51M | 0.13% | +10,163+12.1% | Added |
| IFG Advisory, LLC | 94,264 | $8.50M | 0.54% | +772+0.8% | Added |
| Oregon Public Employees Retirement Fund | 93,669 | $8.45M | 0.16% | −260−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 93,582 | $8.44M | 0.04% | +93,582 | New |
| Cornerstone Wealth Group, LLC | 92,990 | $8.39M | 0.70% | +2,284+2.5% | Added |
| Pinnacle Associates Ltd | 119,564 | $8.38M | 0.14% | +3,226+2.8% | Added |
| Sound View Wealth Advisors Group, LLC | 91,922 | $8.29M | 0.68% | +4,603+5.3% | Added |
| UBS Oconnor LLC | 90,720 | $8.18M | 0.20% | −99,580−52.3% | Reduced |
| Thomasville National Bank | 90,453 | $8.16M | 0.60% | −518−0.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 89,763 | $8.09M | 0.70% | −442−0.5% | Reduced |
| Edgestream Partners, L.P. | 88,409 | $7.97M | 0.35% | −43,536−33.0% | Reduced |
| Gulf International Bank (UK) Ltd | 87,857 | $7.92M | 0.20% | −4,112−4.5% | Reduced |
| Dynamic Advisor Solutions LLC | 87,594 | $7.90M | 0.24% | −3,003−3.3% | Reduced |
| Beacon Pointe Advisors, LLC | 87,503 | $7.89M | 0.09% | −15,284−14.9% | Reduced |
| Massmutual Trust Co FSB | 87,056 | $7.85M | 0.22% | +305+0.4% | Added |
| Windle Wealth, LLC | 86,659 | $7.81M | 4.25% | −859−1.0% | Reduced |
| First PREMIER Bank | 86,497 | $7.80M | 1.94% | −1,167−1.3% | Reduced |
| Davenport & Co LLC | 86,126 | $7.77M | 0.05% | −13,009−13.1% | Reduced |
| KBC Group NV | 85,591 | $7.72M | 0.02% | +1,023+1.2% | Added |
| Trustmark National Bank Trust Department | 84,903 | $7.66M | 0.58% | +7,320+9.4% | Added |
| Chronos Wealth Management, LLC | 84,386 | $7.61M | 3.97% | −400.0% | Reduced |
| United Capital Financial Advisers, LLC | 84,343 | $7.61M | 0.06% | −3,507−4.0% | Reduced |
| Aull & Monroe Investment Management Corp | 83,115 | $7.50M | 3.48% | −1,770−2.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 82,595 | $7.45M | 0.40% | +2,023+2.5% | Added |
| Kovitz Investment Group Partners, LLC | 95,405 | $7.38M | 0.05% | +86,879+1,019.0% | Added |
| Teachers Retirement System of the State of Kentucky | 81,196 | $7.32M | 0.06% | −4,933−5.7% | Reduced |
| Am Investment Strategies LLC | 81,180 | $7.32M | 1.78% | −708−0.9% | Reduced |
| Sky Investment Group LLC | 80,992 | $7.30M | 1.31% | +700+0.9% | Added |
| GLOBALT Investments LLC | 80,740 | $7.28M | 0.27% | −3,427−4.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 80,702 | $7.28M | 2.50% | −36,661−31.2% | Reduced |
| Central Trust Co | 80,561 | $7.27M | 0.17% | −1,879−2.3% | Reduced |
| Thrivent Financial for Lutherans | 80,285 | $7.24M | 0.01% | −859−1.1% | Reduced |
| MainStreet Investment Advisors LLC | 80,224 | $7.23M | 0.96% | −2,015−2.5% | Reduced |
| Concurrent Investment Advisors, LLC | 80,083 | $7.22M | 0.21% | +2,930+3.8% | Added |
| Cornerstone Advisors, LLC | 80,000 | $7.21M | 0.29% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 79,809 | $7.20M | 0.56% | +79,809 | New |
| Prospera Financial Services Inc | 79,234 | $7.15M | 0.18% | +43+0.1% | Added |
| Albion Financial Group | 79,070 | $7.13M | 0.49% | +1,771+2.3% | Added |
| Graham Capital Management, L.P. | 78,311 | $7.06M | 0.23% | +78,311 | New |
| National Asset Management, Inc. | 78,043 | $7.05M | 0.20% | +4,323+5.9% | Added |
| Metis Global Partners, LLC | 78,200 | $7.05M | 0.22% | +10,458+15.4% | Added |
| Royal London Asset Management Ltd | 78,028 | $7.04M | 0.02% | +12,509+19.1% | Added |
| Lido Advisors, LLC | 77,109 | $6.95M | 0.05% | −875−1.1% | Reduced |
| Anchor Investment Management, LLC | 76,952 | $6.94M | 0.65% | +347+0.5% | Added |
| Old Point Trust & Financial Services N A | 76,843 | $6.93M | 2.49% | −530−0.7% | Reduced |
| Coston, McIsaac & Partners | 76,303 | $6.88M | 1.94% | +1,476+2.0% | Added |
| Kentucky Retirement Systems | 76,174 | $6.87M | 0.20% | −6,223−7.6% | Reduced |
| Quantinno Capital Management LP | 75,083 | $6.77M | 0.09% | +10,057+15.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 75,009 | $6.76M | 0.13% | +31,899+74.0% | Added |
| TD Waterhouse Canada Inc. | 75,094 | $6.73M | 0.05% | −10,642−12.4% | Reduced |
| Carret Asset Management, LLC | 73,876 | $6.66M | 0.72% | −2,150−2.8% | Reduced |
| Naples Global Advisors, LLC | 73,816 | $6.66M | 0.62% | −278−0.4% | Reduced |
| BFSG, LLC | 73,804 | $6.66M | 0.77% | −866−1.2% | Reduced |
| Coldstream Capital Management Inc | 73,598 | $6.63M | 0.14% | +1,973+2.8% | Added |
| Kempen Capital Management N.V. | 73,382 | $6.62M | 0.07% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 73,101 | $6.59M | 1.14% | +170.0% | Added |
| Jackson Hole Capital Partners, LLC | 73,054 | $6.59M | 1.37% | +2,863+4.1% | Added |
| Foster Victor Wealth Advisors, LLC | 73,913 | $6.57M | 0.53% | +2,279+3.2% | Added |
| Neuberger Berman Group LLC | 72,389 | $6.53M | 0.01% | +1,235+1.7% | Added |
| Ellsworth Advisors, LLC | 71,782 | $6.47M | 1.68% | +222+0.3% | Added |
| Glenmede Trust Co NA | 71,632 | $6.46M | 0.03% | −4,405−5.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 101,703 | $6.41M | 0.03% | +23,266+29.7% | Added |
| Mizuho Securities USA LLC | 70,903 | $6.39M | 0.14% | −13,408−15.9% | Reduced |
| Carson Advisory Inc. | 70,707 | $6.38M | 4.00% | +739+1.1% | Added |
| Americana Partners, LLC | 70,700 | $6.38M | 0.43% | +5,096+7.8% | Added |
| D.A. Davidson & Co. | 70,626 | $6.37M | 0.05% | −320−0.5% | Reduced |
| South Dakota Investment Council | 70,483 | $6.36M | 0.12% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 70,199 | $6.33M | 0.10% | −1,953−2.7% | Reduced |
| City Holding Co | 68,933 | $6.22M | 0.86% | +3,680+5.6% | Added |
| Hartford Investment Management Co | 68,907 | $6.21M | 0.20% | −1,232−1.8% | Reduced |
| Cresset Asset Management, LLC | 68,662 | $6.19M | 0.02% | +3,246+5.0% | Added |
| Cornerstone Capital, Inc. | 68,557 | $6.18M | 0.58% | −505−0.7% | Reduced |
| Ieq Capital, LLC | 68,124 | $6.14M | 0.08% | −6,935−9.2% | Reduced |
| Simmons Bank | 67,797 | $6.11M | 0.44% | +3,684+5.7% | Added |
| Spirepoint Private Client, LLC | 67,570 | $6.09M | 0.81% | +2,372+3.6% | Added |
| Walleye Capital LLC | 67,467 | $6.08M | 0.06% | −83,930−55.4% | Reduced |
| Telos Capital Management, Inc. | 66,690 | $6.01M | 0.63% | −8,426−11.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 66,388 | $5.99M | 1.35% | −204−0.3% | Reduced |
| Profund Advisors LLC | 65,963 | $5.95M | 0.23% | +5,587+9.3% | Added |
| Lumbard & Kellner, LLC | 65,942 | $5.95M | 2.62% | −41−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 65,629 | $5.92M | 0.09% | +3,443+5.5% | Added |
| Umb Bank N A | 65,459 | $5.90M | 0.09% | −1,516−2.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 65,459 | $5.90M | 1.23% | −119−0.2% | Reduced |
| StoneX Group Inc. | 64,207 | $5.79M | 0.42% | +1,280+2.0% | Added |
| Tower Research Capital LLC (TRC) | 63,808 | $5.75M | 0.15% | −85,070−57.1% | Reduced |
| Integrated Wealth Concepts LLC | 63,708 | $5.75M | 0.07% | −2,129−3.2% | Reduced |
| Buckhead Capital Management LLC | 63,561 | $5.73M | 1.81% | −552−0.9% | Reduced |
| Great Valley Advisor Group, Inc. | 63,492 | $5.73M | 0.14% | +6,504+11.4% | Added |
| Maryland State Retirement & Pension System | 63,155 | $5.70M | 0.12% | −21,677−25.6% | Reduced |