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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 20,060 | $1.81M | 0.03% | +1,858+10.2% | Added |
| Canal Insurance CO | 20,000 | $1.80M | 0.42% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 19,955 | $1.80M | 0.02% | +248+1.3% | Added |
| Horizon Investments, LLC | 19,913 | $1.80M | 0.05% | −728−3.5% | Reduced |
| Romano Brothers and Company | 19,801 | $1.79M | 0.22% | +372+1.9% | Added |
| Westpac Banking Corp | 19,737 | $1.78M | 0.12% | 00.0% | Unchanged |
| Consolidated Planning Corp | 19,664 | $1.77M | 0.26% | +304+1.6% | Added |
| LMG Wealth Partners, LLC | 19,654 | $1.77M | 0.41% | +762+4.0% | Added |
| Peoples Financial Services Corp. | 19,588 | $1.77M | 0.80% | −610−3.0% | Reduced |
| MSH Capital Advisors LLC | 19,501 | $1.76M | 0.54% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19,318 | $1.74M | 0.07% | +1,451+8.1% | Added |
| Weaver Capital Management LLC | 19,296 | $1.74M | 0.52% | +582+3.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,297 | $1.74M | 0.67% | +2,421+14.3% | Added |
| Global Retirement Partners, LLC | 19,275 | $1.74M | 0.05% | +1,763+10.1% | Added |
| Ashton Thomas Private Wealth, LLC | 19,265 | $1.74M | 0.09% | +1,666+9.5% | Added |
| RDA Financial Network | 19,239 | $1.73M | 0.54% | −1,254−6.1% | Reduced |
| Mystic Asset Management, Inc. | 19,115 | $1.72M | 0.65% | −413−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,099 | $1.72M | 0.01% | +5,429+39.7% | Added |
| Salem Investment Counselors Inc | 19,080 | $1.72M | 0.05% | +26+0.1% | Added |
| Los Angeles Capital Management LLC | 19,073 | $1.72M | 0.01% | +332+1.8% | Added |
| Brooks, Moore & Associates, Inc. | 19,023 | $1.72M | 1.01% | +67+0.4% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.71M | 0.28% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 18,931 | $1.71M | 0.07% | +1,130+6.3% | Added |
| First County Bank | 18,899 | $1.70M | 0.84% | −4,561−19.4% | Reduced |
| Verity Asset Management, Inc. | 18,828 | $1.70M | 0.64% | −1,460−7.2% | Reduced |
| Eagle Rock Investment Company, LLC | 18,719 | $1.69M | 0.28% | −838−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,697 | $1.69M | 0.00% | −11,914−38.9% | Reduced |
| Sumitomo Life Insurance Co | 18,557 | $1.67M | 0.03% | +453+2.5% | Added |
| SevenBridge Financial Group, LLC | 18,882 | $1.67M | 0.32% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 18,494 | $1.67M | 1.21% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 18,456 | $1.66M | 0.08% | −840−4.4% | Reduced |
| SWAN Capital LLC | 18,436 | $1.66M | 0.82% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 18,427 | $1.66M | 0.89% | +9,971+117.9% | Added |
| Yeomans Consulting Group, Inc. | 18,342 | $1.65M | 0.62% | +326+1.8% | Added |
| Oak Harbor Wealth Partners, LLC | 18,314 | $1.65M | 0.48% | −1,246−6.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 18,287 | $1.65M | 1.22% | +743+4.2% | Added |
| NorthRock Partners, LLC | 18,182 | $1.64M | 0.05% | −515−2.8% | Reduced |
| Arete Wealth Advisors, LLC | 18,209 | $1.64M | 0.14% | +125+0.7% | Added |
| Regent Peak Wealth Advisors LLC | 18,124 | $1.63M | 0.38% | −378−2.0% | Reduced |
| Earnest Partners LLC | 18,120 | $1.63M | 0.01% | +4,237+30.5% | Added |
| Frank, Rimerman Advisors LLC | 18,077 | $1.63M | 0.12% | +60.0% | Added |
| Monte Financial Group, LLC | 18,065 | $1.63M | 0.68% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 18,056 | $1.63M | 0.68% | +188+1.1% | Added |
| Bristlecone Advisors, LLC | 18,048 | $1.63M | 0.13% | −454−2.5% | Reduced |
| Allen Capital Group, LLC | 18,016 | $1.62M | 0.21% | +7,829+76.9% | Added |
| Twinbeech Capital LP | 17,954 | $1.62M | 0.03% | +17,954 | New |
| Aviva PLC | 17,943 | $1.62M | 0.00% | +337+1.9% | Added |
| Benedict Financial Advisors Inc | 17,924 | $1.62M | 0.38% | +186+1.0% | Added |
| Twin Capital Management Inc | 17,915 | $1.62M | 0.18% | −361−2.0% | Reduced |
| Burns J W & Co Inc | 17,841 | $1.61M | 0.21% | −700−3.8% | Reduced |
| L.M. Kohn & Company | 17,686 | $1.59M | 0.40% | +1,480+9.1% | Added |
| Accurate Wealth Management, LLC | 17,385 | $1.58M | 0.32% | −228−1.3% | Reduced |
| Axxcess Wealth Management, LLC | 17,464 | $1.57M | 0.04% | −4,889−21.9% | Reduced |
| Dark Forest Capital Management LP | 17,434 | $1.57M | 0.20% | +17,434 | New |
| Cornell Pochily Investment Advisors, Inc. | 17,396 | $1.57M | 0.54% | +50.0% | Added |
| GAMMA Investing LLC | 17,380 | $1.57M | 0.16% | +4,172+31.6% | Added |
| GTS Securities LLC | 17,357 | $1.57M | 0.03% | +10,421+150.2% | Added |
| Wellington Shields & Co., LLC | 17,334 | $1.56M | 0.48% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 17,341 | $1.56M | 0.19% | +3,296+23.5% | Added |
| Jeppson Wealth Management, LLC | 17,292 | $1.56M | 0.56% | −50.0% | Reduced |
| Koshinski Asset Management, Inc. | 17,276 | $1.56M | 0.13% | +2,532+17.2% | Added |
| EPG Wealth Management LLC | 17,129 | $1.54M | 0.39% | +17,129 | Added |
| High Net Worth Advisory Group LLC | 17,070 | $1.54M | 0.43% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 17,040 | $1.54M | 0.23% | +32+0.2% | Added |
| Autumn Glory Partners, LLC | 17,008 | $1.53M | 0.59% | +8,823+107.8% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.53M | 0.18% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 16,946 | $1.53M | 0.13% | −9,700−36.4% | Reduced |
| LVW Advisors, LLC | 16,818 | $1.52M | 0.19% | +1,889+12.7% | Added |
| Centennial Bank | 16,745 | $1.51M | 0.69% | −67−0.4% | Reduced |
| Smith Thornton Advisors LLC | 16,719 | $1.51M | 0.99% | +3,424+25.8% | Added |
| Gleason Group, Inc. | 16,705 | $1.51M | 0.28% | +134+0.8% | Added |
| Confluence Wealth Services, Inc. | 16,590 | $1.50M | 0.11% | −2,333−12.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,567 | $1.49M | 0.03% | −862−4.9% | Reduced |
| Ci Investments Inc. | 16,473 | $1.49M | 0.01% | −1,608−8.9% | Reduced |
| SeaCrest Wealth Management, LLC | 16,458 | $1.48M | 0.16% | −385−2.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,421 | $1.48M | 0.34% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 16,328 | $1.47M | 0.19% | −72−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 16,328 | $1.47M | 0.04% | +847+5.5% | Added |
| Advisor OS, LLC | 16,224 | $1.46M | 0.15% | +1,792+12.4% | Added |
| Caldwell Trust Co | 16,122 | $1.45M | 0.15% | +4,413+37.7% | Added |
| CapWealth Advisors, LLC | 16,116 | $1.45M | 0.16% | +701+4.5% | Added |
| Kovack Advisors, Inc. | 16,062 | $1.45M | 0.15% | −703−4.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,061 | $1.45M | 0.01% | +345+2.2% | Added |
| Burke & Herbert Bank & Trust Co | 16,055 | $1.45M | 0.34% | −175−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,052 | $1.45M | 0.05% | −800−4.7% | Reduced |
| Adirondack Trust Co | 16,045 | $1.45M | 0.56% | −186−1.1% | Reduced |
| Sandy Spring Bank | 15,894 | $1.43M | 0.06% | +45+0.3% | Added |
| Agf Management Ltd | 15,883 | $1.43M | 0.01% | −108,573−87.2% | Reduced |
| Stokes Family Office, LLC | 15,867 | $1.43M | 0.16% | −84−0.5% | Reduced |
| Sculati Wealth Management, LLC | 15,810 | $1.43M | 0.57% | −450−2.8% | Reduced |
| Focus Financial Network, Inc. | 15,727 | $1.42M | 0.06% | +55+0.4% | Added |
| TrinityPoint Wealth, LLC | 15,685 | $1.41M | 0.20% | +32+0.2% | Added |
| BancorpSouth Bank | 15,595 | $1.41M | 0.10% | +430+2.8% | Added |
| Griffin Asset Management, Inc. | 15,578 | $1.40M | 0.16% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 15,555 | $1.40M | 0.09% | −1,476−8.7% | Reduced |
| Mitchell Sinkler & Starr | 17,729 | $1.40M | 0.35% | −204−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,361 | $1.39M | 0.34% | 00.0% | Unchanged |
| Ignite Planners, LLC | 15,252 | $1.38M | 0.32% | −430−2.7% | Reduced |
| Asset Advisors Investment Management, LLC | 15,239 | $1.37M | 0.14% | −172−1.1% | Reduced |
| Highline Wealth Partners LLC | 15,195 | $1.37M | 0.46% | +16+0.1% | Added |