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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 40,767 | $3.68M | 0.02% | −142−0.3% | Reduced |
| Mainstay Capital Management LLC | 40,703 | $3.67M | 0.61% | −127−0.3% | Reduced |
| LongView Wealth Management | 40,664 | $3.67M | 1.17% | +2,019+5.2% | Added |
| Veriti Management LLC | 40,423 | $3.65M | 0.20% | +5,541+15.9% | Added |
| Alpine Woods Capital Investors, LLC | 41,259 | $3.64M | 0.64% | −3,191−7.2% | Reduced |
| Sovereign Financial Group, Inc. | 39,912 | $3.60M | 0.84% | −802−2.0% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 39,911 | $3.60M | 1.90% | −681−1.7% | Reduced |
| First National Bank of Omaha | 39,811 | $3.59M | 0.23% | +39,811 | New |
| Woodstock Corp | 39,783 | $3.59M | 0.35% | +2,010+5.3% | Added |
| Argent Trust Co | 39,384 | $3.55M | 0.15% | −7,271−15.6% | Reduced |
| Bailard, Inc. | 39,107 | $3.53M | 0.09% | +2,066+5.6% | Added |
| Peapack Gladstone Financial Corp | 39,087 | $3.53M | 0.05% | +1,568+4.2% | Added |
| Barometer Capital Management Inc. | 38,830 | $3.50M | 1.01% | +11,190+40.5% | Added |
| GYL Financial Synergies, LLC | 38,793 | $3.50M | 0.26% | −112−0.3% | Reduced |
| Alberta Investment Management Corp | 38,700 | $3.49M | 0.03% | +38,700 | New |
| Dearborn Partners LLC | 38,392 | $3.46M | 0.14% | −90.0% | Reduced |
| Concord Wealth Partners | 38,109 | $3.44M | 0.57% | +7,855+26.0% | Added |
| Omers Administration Corp | 37,893 | $3.42M | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 37,389 | $3.37M | 0.20% | +835+2.3% | Added |
| HighPoint Advisor Group LLC | 37,877 | $3.35M | 0.20% | +563+1.5% | Added |
| Avantax Planning Partners, Inc. | 37,084 | $3.34M | 0.12% | −2,110−5.4% | Reduced |
| Daymark Wealth Partners, LLC | 36,936 | $3.33M | 0.14% | +2,394+6.9% | Added |
| Bokf, NA | 36,641 | $3.32M | 0.06% | +644+1.8% | Added |
| Farmers Trust Co | 36,778 | $3.32M | 0.62% | +25,843+236.3% | Added |
| RFP Financial Group LLC | 36,686 | $3.31M | 1.08% | +15,948+76.9% | Added |
| Family Legacy, Inc. | 36,388 | $3.28M | 1.09% | −205−0.6% | Reduced |
| Temasek Holdings (Private) Ltd | 36,336 | $3.28M | 0.01% | +36,336 | New |
| Investment Management Corp of Ontario | 36,242 | $3.27M | 0.07% | +11,900+48.9% | Added |
| Magnetar Financial LLC | 35,943 | $3.24M | 0.07% | +35,943 | New |
| Woodmont Investment Counsel LLC | 35,823 | $3.23M | 0.24% | +168+0.5% | Added |
| Lantz Financial LLC | 35,339 | $3.19M | 0.86% | −999−2.7% | Reduced |
| Forte Capital LLC | 35,267 | $3.18M | 0.36% | −286−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 35,205 | $3.17M | 0.02% | +35,205 | New |
| McRae Capital Management Inc | 35,132 | $3.17M | 0.62% | +78+0.2% | Added |
| First National Advisers, LLC | 34,937 | $3.15M | 0.50% | +34,937 | New |
| Pettyjohn, Wood & White, Inc | 34,780 | $3.14M | 0.58% | −1,220−3.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,656 | $3.13M | 0.07% | −141−0.4% | Reduced |
| Andra AP-fonden | 34,600 | $3.12M | 0.05% | +34,600 | New |
| Congress Wealth Management LLC | 34,550 | $3.12M | 0.04% | +31,110+904.4% | Added |
| Compagnie Lombard Odier SCmA | 34,500 | $3.11M | 0.05% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 34,319 | $3.09M | 1.67% | −884−2.5% | Reduced |
| Waterloo Capital, L.P. | 33,874 | $3.05M | 0.33% | +6,201+22.4% | Added |
| KCM Investment Advisors LLC | 33,738 | $3.04M | 0.10% | −80.0% | Reduced |
| Concord Asset Management, LLC | 33,681 | $3.04M | 0.69% | +7,922+30.8% | Added |
| First National Trust Co | 33,493 | $3.02M | 0.12% | −1,469−4.2% | Reduced |
| Credit Agricole S A | 33,312 | $3.00M | 0.02% | −8,231−19.8% | Reduced |
| Kingsview Wealth Management, LLC | 33,260 | $3.00M | 0.06% | −1,404−4.1% | Reduced |
| Robbins Farley LLC | 33,078 | $2.98M | 1.50% | −1,486−4.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,923 | $2.97M | 0.13% | +160.0% | Added |
| Allworth Financial LP | 32,860 | $2.96M | 0.02% | +2,074+6.7% | Added |
| Johnson Investment Counsel Inc | 32,522 | $2.93M | 0.03% | +294+0.9% | Added |
| Hartford Financial Management Inc. | 32,389 | $2.92M | 0.60% | −58−0.2% | Reduced |
| Courier Capital LLC | 32,388 | $2.92M | 0.20% | +22,766+236.6% | Added |
| Coastal Bridge Advisors, LLC | 32,386 | $2.92M | 0.72% | +86+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 32,374 | $2.92M | 0.20% | −2,893−8.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.92M | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32,249 | $2.91M | 0.09% | +170+0.5% | Added |
| Leelyn Smith, LLC | 32,032 | $2.89M | 0.52% | +35+0.1% | Added |
| Great Lakes Retirement, Inc. | 32,016 | $2.89M | 0.37% | +12,914+67.6% | Added |
| Change Path, LLC | 31,832 | $2.87M | 0.10% | +9,855+44.8% | Added |
| Jump Financial, LLC | 31,531 | $2.84M | 0.06% | +21,541+215.6% | Added |
| Lakeview Capital Partners, LLC | 31,516 | $2.84M | 0.45% | −11,222−26.3% | Reduced |
| Bank of Hawaii | 31,378 | $2.83M | 0.12% | +505+1.6% | Added |
| Hayek Kallen Investment Management | 31,323 | $2.83M | 1.00% | −462−1.5% | Reduced |
| apricus wealth, LLC | 31,290 | $2.82M | 1.86% | +685+2.2% | Added |
| Texas Yale Capital Corp. | 31,271 | $2.82M | 0.12% | +590+1.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 31,180 | $2.81M | 0.05% | +9,093+41.2% | Added |
| Marshall Financial Group LLC | 31,178 | $2.81M | 0.67% | −240−0.8% | Reduced |
| Holderness Investments Co | 31,020 | $2.80M | 0.61% | +70+0.2% | Added |
| Biltmore Family Office, LLC | 30,697 | $2.77M | 0.47% | +45+0.1% | Added |
| Bank Ozk | 30,564 | $2.76M | 1.14% | +527+1.8% | Added |
| South State Corp. | 30,357 | $2.74M | 0.19% | −960−3.1% | Reduced |
| OneAscent Wealth Management LLC | 30,230 | $2.73M | 1.03% | +30,230 | New |
| J.W. Cole Advisors, Inc. | 30,199 | $2.72M | 0.11% | +2,555+9.2% | Added |
| Greenleaf Trust | 30,146 | $2.72M | 0.02% | +755+2.6% | Added |
| Wills Financial Group, Inc. | 30,018 | $2.71M | 1.14% | +98+0.3% | Added |
| Clarkston Capital Partners, LLC | 30,000 | $2.71M | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.71M | 0.10% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 29,963 | $2.70M | 1.98% | +446+1.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,957 | $2.70M | 0.26% | −46−0.2% | Reduced |
| Rockline Wealth Management, LLC | 29,895 | $2.70M | 0.76% | +914+3.2% | Added |
| Harbour Trust & Investment Management Co | 29,728 | $2.68M | 0.31% | −1,363−4.4% | Reduced |
| Fulton Bank, N.A. | 29,636 | $2.67M | 0.10% | −13,080−30.6% | Reduced |
| Broadwater Capital Management LLC | 29,457 | $2.66M | 1.96% | −424−1.4% | Reduced |
| Mutual Advisors, LLC | 28,340 | $2.65M | 0.08% | +558+2.0% | Added |
| Adalta Capital Management LLC | 29,344 | $2.65M | 1.36% | +1,425+5.1% | Added |
| Diversified, LLC | 28,986 | $2.61M | 0.29% | +66+0.2% | Added |
| Diversified Enterprises, LLC | 28,986 | $2.61M | 0.29% | +28,986 | New |
| Proequities, Inc. | 28,956 | $2.61M | 0.16% | +426+1.5% | Added |
| Mechanics Bank Trust Department | 28,910 | $2.61M | 0.35% | −100−0.3% | Reduced |
| Old Port Advisors | 28,886 | $2.60M | 0.72% | +561+2.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 28,750 | $2.59M | 0.10% | +360+1.3% | Added |
| Vident Advisory, LLC | 28,502 | $2.57M | 0.06% | +4,022+16.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,497 | $2.57M | 0.39% | +42+0.1% | Added |
| Regal Investment Advisors LLC | 28,428 | $2.56M | 0.18% | −413−1.4% | Reduced |
| Shoker Investment Counsel, Inc. | 28,388 | $2.56M | 0.86% | +169+0.6% | Added |
| TFG Advisers LLC | 28,204 | $2.54M | 0.91% | +221+0.8% | Added |
| Harbor Capital Advisors, Inc. | 28,177 | $2.54M | 0.11% | −84−0.3% | Reduced |
| IHT Wealth Management, LLC | 28,039 | $2.53M | 0.07% | +1,840+7.0% | Added |
| Centaurus Financial, Inc. | 28,037 | $2.53M | 0.16% | −841−2.9% | Reduced |