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 5 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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 63,044 | $5.69M | 0.28% | −6,810−9.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 62,906 | $5.67M | 0.45% | +707+1.1% | Added |
| Goelzer Investment Management, Inc. | 62,298 | $5.62M | 0.31% | −460−0.7% | Reduced |
| Louisiana State Employees Retirement System | 61,600 | $5.56M | 0.10% | −300−0.5% | Reduced |
| Shilanski & Associates, Inc. | 61,189 | $5.52M | 1.80% | −1,762−2.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 61,076 | $5.51M | 0.39% | +36,603+149.6% | Added |
| Securian Asset Management, Inc | 60,474 | $5.45M | 0.16% | −2,398−3.8% | Reduced |
| Schnieders Capital Management LLC | 60,204 | $5.43M | 1.03% | −70−0.1% | Reduced |
| Baugh & Associates, LLC | 61,493 | $5.38M | 2.77% | +210+0.3% | Added |
| American Trust Investment Advisors, LLC | 59,512 | $5.37M | 2.20% | −1,270−2.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 59,409 | $5.36M | 0.05% | +763+1.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 59,409 | $5.36M | 0.05% | +59,409 | New |
| Bridge Creek Capital Management LLC | 59,288 | $5.35M | 1.61% | −427−0.7% | Reduced |
| Sigma Planning Corp | 59,252 | $5.34M | 0.16% | −5,010−7.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 58,997 | $5.32M | 0.08% | +13,485+29.6% | Added |
| Jefferies Financial Group Inc. | 58,000 | $5.23M | 0.09% | +58,000 | New |
| Clearbridge Investments, LLC | 57,948 | $5.23M | 0.00% | −2,817−4.6% | Reduced |
| Railway Pension Investments Ltd | 57,700 | $5.20M | 0.06% | +57,700 | New |
| CIBC World Markets Inc. | 57,564 | $5.19M | 0.01% | +23,124+67.1% | Added |
| First Citizens Bank & Trust Co | 57,548 | $5.19M | 0.11% | −4,059−6.6% | Reduced |
| Nordea Investment Management AB | 57,065 | $5.17M | 0.01% | +2,046+3.7% | Added |
| Jones Financial Companies LLLP | 57,072 | $5.14M | 0.01% | +27,218+91.2% | Added |
| Virginia Wealth Management Group, Inc. | 56,759 | $5.12M | 3.21% | +11,338+25.0% | Added |
| Apollon Wealth Management, LLC | 56,667 | $5.11M | 0.14% | +7,588+15.5% | Added |
| Clearstead Advisors, LLC | 56,228 | $5.07M | 0.08% | −1,749−3.0% | Reduced |
| Csenge Advisory Group | 56,872 | $5.06M | 0.26% | +8,427+17.4% | Added |
| UniSuper Management Pty Ltd | 55,906 | $5.04M | 0.04% | +481+0.9% | Added |
| Kestra Private Wealth Services, LLC | 55,436 | $5.00M | 0.09% | +665+1.2% | Added |
| Wealthcare Advisory Partners LLC | 55,106 | $4.97M | 0.14% | +1,661+3.1% | Added |
| Trinity Legacy Partners, LLC | 55,011 | $4.94M | 1.27% | −576−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 54,183 | $4.89M | 0.05% | +3,531+7.0% | Added |
| First Personal Financial Services | 54,123 | $4.88M | 1.03% | −1,831−3.3% | Reduced |
| Park Avenue Securities LLC | 54,064 | $4.88M | 0.05% | −3,150−5.5% | Reduced |
| Main Street Financial Solutions, LLC | 53,793 | $4.85M | 0.45% | +2,194+4.3% | Added |
| First Bank & Trust | 53,646 | $4.84M | 0.92% | −1,129−2.1% | Reduced |
| New Mexico Educational Retirement Board | 53,487 | $4.82M | 0.16% | −1,500−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 53,314 | $4.81M | 0.22% | −4,753−8.2% | Reduced |
| Trajan Wealth LLC | 53,225 | $4.80M | 0.28% | −1,579−2.9% | Reduced |
| Equitable Holdings, Inc. | 52,551 | $4.74M | 0.05% | +6,747+14.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 52,299 | $4.72M | 1.02% | −10,966−17.3% | Reduced |
| Wesbanco Bank Inc | 51,770 | $4.67M | 0.16% | −819−1.6% | Reduced |
| United Bank | 51,624 | $4.66M | 2.15% | −4,884−8.6% | Reduced |
| Meridian Wealth Management, LLC | 51,510 | $4.65M | 0.23% | +51,510 | New |
| AE Wealth Management LLC | 51,193 | $4.62M | 0.04% | −31,655−38.2% | Reduced |
| Summit Financial, LLC | 51,185 | $4.62M | 0.18% | +168+0.3% | Added |
| Pathway Financial Advisers, LLC | 51,107 | $4.61M | 2.09% | −4,900−8.7% | Reduced |
| NEOS Investment Management LLC | 50,924 | $4.59M | 0.14% | +10,556+26.1% | Added |
| Birmingham Capital Management Co Inc | 50,675 | $4.57M | 1.66% | −725−1.4% | Reduced |
| Bremer Bank National Association | 50,516 | $4.56M | 0.86% | +757+1.5% | Added |
| Money Concepts Capital Corp | 50,271 | $4.53M | 0.34% | −314−0.6% | Reduced |
| Zions Bancorporation, N.A. | 50,157 | $4.52M | 0.33% | −30,654−37.9% | Reduced |
| Resolution Capital Ltd | 50,147 | $4.52M | 0.08% | +39,093+353.7% | Added |
| Aventail Capital Group, LP | 50,000 | $4.51M | 0.27% | −14,292−22.2% | Reduced |
| DRW Securities, LLC | 49,927 | $4.50M | 0.25% | +43,424+667.8% | Added |
| Montag A & Associates Inc | 49,916 | $4.50M | 0.21% | −1,635−3.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 49,669 | $4.48M | 0.85% | −191−0.4% | Reduced |
| Nepsis, Inc. | 49,180 | $4.44M | 1.05% | +7,925+19.2% | Added |
| Tokio Marine Asset Management Co Ltd | 48,836 | $4.40M | 0.19% | +1,871+4.0% | Added |
| Signaturefd, LLC | 48,675 | $4.39M | 0.08% | +793+1.7% | Added |
| Oakworth Capital, Inc. | 48,615 | $4.38M | 0.30% | −2,968−5.8% | Reduced |
| Westwood Holdings Group Inc. | 48,520 | $4.38M | 0.02% | +45,076+1,308.8% | Added |
| All Terrain Financial Advisors, LLC | 48,494 | $4.37M | 1.67% | −1,004−2.0% | Reduced |
| Parkside Investments, LLC | 48,270 | $4.35M | 0.66% | +3,470+7.7% | Added |
| Laurel Wealth Advisors LLC | 48,232 | $4.35M | 0.70% | +623+1.3% | Added |
| Prudential PLC | 47,975 | $4.33M | 0.02% | +47,975 | New |
| Advisors Asset Management, Inc. | 47,761 | $4.31M | 0.08% | −3,147−6.2% | Reduced |
| Greatmark Investment Partners, Inc. | 47,634 | $4.30M | 0.58% | −471−1.0% | Reduced |
| SpiderRock Advisors, LLC | 47,145 | $4.25M | 0.09% | −14,765−23.8% | Reduced |
| Hengehold Capital Management LLC | 46,432 | $4.19M | 0.40% | +1,593+3.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 46,208 | $4.17M | 0.21% | −85−0.2% | Reduced |
| Shorepoint Capital Partners LLC | 46,138 | $4.16M | 0.95% | −1,817−3.8% | Reduced |
| Millennium Management LLC | 46,075 | $4.16M | 0.00% | −169,658−78.6% | Reduced |
| Bessemer Group Inc | 45,735 | $4.12M | 0.01% | +848+1.9% | Added |
| Level Four Advisory Services, LLC | 45,247 | $4.12M | 0.17% | +941+2.1% | Added |
| Palisade Asset Management, LLC | 45,394 | $4.09M | 0.40% | 00.0% | Unchanged |
| Planning Capital Management Corp | 45,325 | $4.09M | 2.71% | −8,365−15.6% | Reduced |
| Morton Community Bank | 45,250 | $4.08M | 1.07% | −585−1.3% | Reduced |
| Intech Investment Management LLC | 45,192 | $4.08M | 0.05% | +5,266+13.2% | Added |
| Brown Advisory Inc | 45,017 | $4.06M | 0.01% | +1,448+3.3% | Added |
| Cushing Asset Management, LP | 45,000 | $4.06M | 0.30% | +45,000 | New |
| Red Cedar Investment Management, LLC | 44,897 | $4.05M | 0.51% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 44,390 | $4.00M | 1.37% | +318+0.7% | Added |
| Gotham Asset Management, LLC | 44,269 | $3.99M | 0.04% | +36,400+462.6% | Added |
| RSM US Wealth Management LLC | 43,921 | $3.99M | 0.06% | +3,844+9.6% | Added |
| MTM Investment Management, LLC | 43,952 | $3.97M | 1.55% | +30+0.1% | Added |
| Waters Parkerson & Co., LLC | 43,904 | $3.96M | 0.20% | −550−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 50,812 | $3.94M | 0.05% | +7,569+17.5% | Added |
| Cary Street Partner Investment Advisory LLC | 43,462 | $3.92M | 0.14% | −264−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 42,544 | $3.84M | 0.04% | −3,567−7.7% | Reduced |
| Ameritas Investment Partners, Inc. | 42,359 | $3.82M | 0.12% | −9,441−18.2% | Reduced |
| Canandaigua National Bank & Trust Co | 42,005 | $3.79M | 0.36% | −1,408−3.2% | Reduced |
| Essex Financial Services, Inc. | 40,622 | $3.78M | 0.27% | −3,820−8.6% | Reduced |
| Reaves W H & Co Inc | 41,771 | $3.77M | 0.10% | −554,549−93.0% | Reduced |
| Merit Financial Group, LLC | 41,723 | $3.76M | 0.08% | +817+2.0% | Added |
| Norinchukin Bank, The | 41,711 | $3.76M | 0.09% | +4,342+11.6% | Added |
| Everence Capital Management Inc | 41,691 | $3.76M | 0.24% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,312 | $3.73M | 0.37% | −404−1.0% | Reduced |
| TrueWealth Advisors, LLC | 41,020 | $3.70M | 1.24% | +202+0.5% | Added |
| Providence Capital Advisors, LLC | 40,953 | $3.69M | 0.73% | +418+1.0% | Added |
| Great Lakes Advisors, LLC | 40,786 | $3.68M | 0.03% | +1,214+3.1% | Added |