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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 27,637 | $2.49M | 0.09% | −2,292−7.7% | Reduced |
| Jacobi Capital Management LLC | 27,591 | $2.49M | 0.19% | +320+1.2% | Added |
| Hilltop National Bank | 27,548 | $2.48M | 0.75% | +7,294+36.0% | Added |
| PFG Investments, LLC | 27,517 | $2.48M | 0.16% | −274−1.0% | Reduced |
| Equitable Trust Co | 27,492 | $2.48M | 0.16% | +5,067+22.6% | Added |
| Gladstone Institutional Advisory LLC | 27,479 | $2.48M | 0.12% | −10,934−28.5% | Reduced |
| United Community Bank | 27,324 | $2.46M | 0.96% | −360−1.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 27,053 | $2.44M | 0.42% | −1,898−6.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 27,052 | $2.44M | 0.14% | −1,184−4.2% | Reduced |
| Kavar Capital Partners Group, LLC | 26,943 | $2.43M | 0.38% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26,918 | $2.43M | 0.15% | +1,562+6.2% | Added |
| FCG Investment Co | 26,911 | $2.43M | 1.59% | +14,875+123.6% | Added |
| Tyche Wealth Partners LLC | 26,904 | $2.43M | 0.55% | −572−2.1% | Reduced |
| Financial Advisory Service, Inc. | 26,885 | $2.42M | 0.19% | +1,046+4.0% | Added |
| Essex LLC | 26,881 | $2.42M | 0.50% | −590−2.1% | Reduced |
| TD Private Client Wealth LLC | 26,866 | $2.42M | 0.07% | −12,605−31.9% | Reduced |
| Hancock Whitney Corp | 26,813 | $2.42M | 0.08% | −194−0.7% | Reduced |
| TownSquare Capital, LLC | 26,530 | $2.39M | 0.03% | +7,694+40.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 26,317 | $2.37M | 0.20% | −33,150−55.7% | Reduced |
| Claro Advisors LLC | 26,237 | $2.37M | 0.31% | +1,160+4.6% | Added |
| Sowell Financial Services LLC | 26,194 | $2.36M | 0.11% | −2,429−8.5% | Reduced |
| Bryn Mawr Trust Co | 26,184 | $2.36M | 0.04% | +26,184 | New |
| Miller Howard Investments Inc | 26,099 | $2.35M | 0.07% | −1,243−4.5% | Reduced |
| John G Ullman & Associates Inc | 26,093 | $2.35M | 0.34% | 00.0% | Unchanged |
| L & S Advisors Inc | 25,995 | $2.34M | 0.25% | −5,574−17.7% | Reduced |
| United Services Automobile Association | 25,835 | $2.33M | 0.06% | −4,765−15.6% | Reduced |
| Perigon Wealth Management, LLC | 25,718 | $2.32M | 0.06% | +151+0.6% | Added |
| CAPROCK Group, Inc. | 25,601 | $2.31M | 0.08% | +1,215+5.0% | Added |
| Leo Wealth, LLC | 25,544 | $2.30M | 0.21% | +634+2.5% | Added |
| Diversified Trust Co | 25,516 | $2.30M | 0.06% | +10,028+64.7% | Added |
| Snowden Capital Advisors LLC | 25,456 | $2.30M | 0.07% | −2,179−7.9% | Reduced |
| Argyle Capital Management Inc. | 25,446 | $2.29M | 0.91% | −3,325−11.6% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $2.25M | 0.20% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 24,994 | $2.25M | 0.75% | −554−2.2% | Reduced |
| NBC Securities, Inc. | 24,935 | $2.25M | 0.19% | −44,662−64.2% | Reduced |
| Ascent Wealth Partners, LLC | 24,889 | $2.24M | 0.31% | −57−0.2% | Reduced |
| Vectors Research Management, LLC | 24,800 | $2.24M | 0.68% | +2,294+10.2% | Added |
| Private Trust Co NA | 24,546 | $2.21M | 0.22% | −1,302−5.0% | Reduced |
| Naviter Wealth, LLC | 24,483 | $2.21M | 0.31% | +536+2.2% | Added |
| Trust Co of Vermont | 24,445 | $2.20M | 0.11% | +844+3.6% | Added |
| We Are One Seven, LLC | 24,378 | $2.20M | 0.10% | +3,229+15.3% | Added |
| Stolper Co | 24,273 | $2.19M | 0.72% | −444−1.8% | Reduced |
| Shelton Capital Management | 24,048 | $2.17M | 0.06% | −4,461−15.6% | Reduced |
| Buckingham Strategic Partners | 24,040 | $2.17M | 0.05% | +6,927+40.5% | Added |
| Verdence Capital Advisors LLC | 23,958 | $2.16M | 0.17% | −4,030−14.4% | Reduced |
| Capital Square, LLC | 23,847 | $2.15M | 1.31% | −1,617−6.4% | Reduced |
| Toroso Investments, LLC | 23,813 | $2.15M | 0.02% | +8,996+60.7% | Added |
| NBT Bank N A | 23,719 | $2.14M | 0.14% | −2,151−8.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 23,712 | $2.14M | 0.29% | −49−0.2% | Reduced |
| Citizens National Bank Trust Department | 23,636 | $2.13M | 0.45% | −205−0.9% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 23,555 | $2.13M | 1.69% | +23,555 | New |
| LBMC Investment Advisors, LLC | 23,525 | $2.12M | 0.17% | +30.0% | Added |
| D L Carlson Investment Group Inc | 23,417 | $2.11M | 0.38% | +625+2.7% | Added |
| Huber Capital Management LLC | 23,397 | $2.11M | 0.42% | −1,400−5.6% | Reduced |
| Bleakley Financial Group, LLC | 23,368 | $2.11M | 0.06% | −1,943−7.7% | Reduced |
| Raleigh Capital Management Inc. | 23,275 | $2.10M | 0.81% | −10,068−30.2% | Reduced |
| Principal Securities, Inc. | 23,267 | $2.10M | 0.05% | +856+3.8% | Added |
| FinTrust Capital Advisors, LLC | 23,201 | $2.09M | 0.35% | +5,863+33.8% | Added |
| Armor Investment Advisors, LLC | 23,181 | $2.09M | 0.87% | −1,473−6.0% | Reduced |
| Empowered Funds, LLC | 23,042 | $2.08M | 0.03% | +915+4.1% | Added |
| Schechter Investment Advisors, LLC | 23,019 | $2.08M | 0.15% | −54−0.2% | Reduced |
| HF Advisory Group, LLC | 22,898 | $2.06M | 0.96% | +408+1.8% | Added |
| First City Capital Management, Inc. | 22,875 | $2.06M | 1.06% | +155+0.7% | Added |
| Stamos Capital Partners, L.P. | 22,710 | $2.05M | 0.48% | −11,360−33.3% | Reduced |
| NTV Asset Management LLC | 22,689 | $2.05M | 0.27% | 00.0% | Unchanged |
| Quest Partners LLC | 22,688 | $2.05M | 0.18% | +22,688 | New |
| Old North State Trust, LLC | 22,300 | $2.01M | 1.63% | +144+0.6% | Added |
| Stock Yards Bank & Trust Co | 22,256 | $2.01M | 0.06% | −37−0.2% | Reduced |
| Baillie Gifford & Co | 22,231 | $2.00M | 0.00% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 25,805 | $2.00M | 0.53% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22,128 | $2.00M | 0.07% | +9,222+71.5% | Added |
| HHM Wealth Advisors, LLC | 22,061 | $1.99M | 0.28% | −2,339−9.6% | Reduced |
| BKD Wealth Advisors, LLC | 22,004 | $1.98M | 0.05% | +22,004 | New |
| Brown Brothers Harriman & Co | 21,992 | $1.98M | 0.01% | +1,031+4.9% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.97M | 0.07% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 21,745 | $1.96M | 0.79% | +375+1.8% | Added |
| Davis Capital Management | 21,684 | $1.96M | 1.55% | −430−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 21,647 | $1.95M | 0.22% | +100.0% | Added |
| ZWJ Investment Counsel Inc | 21,596 | $1.95M | 0.08% | −202−0.9% | Reduced |
| Bangor Savings Bank | 21,326 | $1.92M | 0.18% | +12+0.1% | Added |
| Donaldson Capital Management, LLC | 21,268 | $1.92M | 0.07% | −1,826−7.9% | Reduced |
| Western Wealth Management, LLC | 21,191 | $1.91M | 0.11% | +7,932+59.8% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $1.90M | 1.56% | +21,122 | New |
| Spire Wealth Management | 20,953 | $1.89M | 0.06% | +7,796+59.3% | Added |
| Patten & Patten Inc | 20,935 | $1.89M | 0.13% | −1,057−4.8% | Reduced |
| Capital Investment Advisory Services, LLC | 20,864 | $1.88M | 0.18% | +116+0.6% | Added |
| Wedbush Securities Inc | 20,792 | $1.88M | 0.07% | −2,250−9.8% | Reduced |
| Citizens Financial Group Inc | 20,723 | $1.87M | 0.04% | +2,725+15.1% | Added |
| Good Life Advisors, LLC | 20,659 | $1.86M | 0.11% | −115−0.6% | Reduced |
| Parsons Capital Management Inc | 20,653 | $1.86M | 0.12% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 20,555 | $1.85M | 0.12% | +953+4.9% | Added |
| Boothbay Fund Management, LLC | 20,413 | $1.84M | 0.06% | +20,413 | New |
| First United Bank Trust | 20,410 | $1.84M | 0.66% | −53−0.3% | Reduced |
| Pacitti Group Inc. | 20,302 | $1.83M | 0.86% | +2,195+12.1% | Added |
| Hudson Valley Investment Advisors Inc | 20,280 | $1.83M | 0.20% | −1,374−6.3% | Reduced |
| Smith, Moore & Co. | 20,268 | $1.83M | 0.17% | +440+2.2% | Added |
| Meeder Advisory Services, Inc. | 20,236 | $1.82M | 0.12% | +300+1.5% | Added |
| Atomi Financial Group, Inc. | 20,175 | $1.82M | 0.11% | +1,296+6.9% | Added |
| Mayfair Advisory Group, LLC | 20,090 | $1.81M | 1.14% | +15+0.1% | Added |
| Symphony Financial, Ltd. Co. | 20,067 | $1.81M | 0.30% | +741+3.8% | Added |