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 |
|---|---|---|---|---|---|
| Powers Advisory Group, LLC | 15,154 | $1.37M | 0.68% | −22−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 15,091 | $1.36M | 0.01% | +190+1.3% | Added |
| Ethic Inc. | 18,968 | $1.36M | 0.03% | −2,817−12.9% | Reduced |
| Delta Asset Management LLC | 15,010 | $1.35M | 0.12% | −1,747−10.4% | Reduced |
| Bank & Trust Co | 14,950 | $1.35M | 1.09% | −315−2.1% | Reduced |
| TCW Group Inc | 14,928 | $1.35M | 0.01% | −353−2.3% | Reduced |
| Miracle Mile Advisors, LLC | 14,866 | $1.34M | 0.03% | +100+0.7% | Added |
| Assetmark, Inc | 14,839 | $1.34M | 0.00% | −1,839−11.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 14,725 | $1.33M | 0.25% | +461+3.2% | Added |
| Spreng Capital Management, Inc. | 14,673 | $1.32M | 0.62% | −3,400−18.8% | Reduced |
| Grimes & Company, Inc. | 14,641 | $1.32M | 0.04% | +2,341+19.0% | Added |
| Bahl & Gaynor Inc | 14,625 | $1.32M | 0.01% | +1,060+7.8% | Added |
| Fca Corp | 14,561 | $1.31M | 0.40% | +14,561 | New |
| Philadelphia Trust Co | 14,470 | $1.30M | 0.09% | −1,100−7.1% | Reduced |
| Red Door Wealth Management, LLC | 14,459 | $1.30M | 0.22% | +533+3.8% | Added |
| Scotia Capital Inc. | 14,430 | $1.30M | 0.01% | +9,413+187.6% | Added |
| Wedmont Private Capital | 14,610 | $1.30M | 0.07% | +2,002+15.9% | Added |
| Qtron Investments LLC | 14,394 | $1.30M | 0.18% | +4,948+52.4% | Added |
| Personal Cfo Solutions, LLC | 14,390 | $1.30M | 0.18% | +65+0.5% | Added |
| Old National Bancorp | 14,346 | $1.29M | 0.03% | −365−2.5% | Reduced |
| Register Financial Advisors LLC | 14,325 | $1.29M | 0.66% | −3,473−19.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 14,306 | $1.29M | 0.64% | +48+0.3% | Added |
| Chatham Capital Group, Inc. | 14,294 | $1.29M | 0.21% | +50+0.4% | Added |
| XML Financial, LLC | 14,249 | $1.28M | 0.12% | +1,113+8.5% | Added |
| DMG Group, LLC | 14,235 | $1.28M | 1.04% | −454−3.1% | Reduced |
| Ti-Trust, Inc | 14,210 | $1.28M | 0.92% | 00.0% | Unchanged |
| Clough Capital Partners L P | 14,208 | $1.28M | 0.13% | +14,208 | New |
| Berkeley Capital Partners, LLC | 14,169 | $1.28M | 0.36% | +500+3.7% | Added |
| Farmers & Merchants Investments Inc | 14,080 | $1.27M | 0.04% | +1,149+8.9% | Added |
| Flputnam Investment Management Co | 13,829 | $1.26M | 0.02% | −753−5.2% | Reduced |
| Detalus Advisors, LLC | 13,877 | $1.25M | 0.42% | +3,614+35.2% | Added |
| ForthRight Wealth Management, LLC | 13,854 | $1.25M | 0.42% | +98+0.7% | Added |
| West Bancorporation Inc | 13,820 | $1.25M | 0.83% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 13,763 | $1.24M | 0.19% | −1,093−7.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 13,710 | $1.24M | 0.02% | +1,157+9.2% | Added |
| Adviser Investments LLC | 13,698 | $1.24M | 0.02% | +1,519+12.5% | Added |
| Sheets Smith Wealth Management | 13,672 | $1.23M | 0.15% | −117−0.8% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $1.23M | 0.38% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 13,653 | $1.23M | 0.04% | +2,476+22.2% | Added |
| Fullerton Fund Management Co Ltd. | 13,630 | $1.23M | 0.05% | +6,969+104.6% | Added |
| SignalPoint Asset Management, LLC | 13,641 | $1.23M | 0.29% | −98−0.7% | Reduced |
| Means Investment Co., Inc. | 13,614 | $1.23M | 0.14% | −399−2.8% | Reduced |
| Brighton Jones LLC | 13,555 | $1.22M | 0.05% | −289−2.1% | Reduced |
| Rollins Financial Advisors, LLC | 13,521 | $1.22M | 0.20% | +1,447+12.0% | Added |
| Cannon Financial Strategists, Inc. | 13,344 | $1.20M | 0.21% | +3,517+35.8% | Added |
| First Trust Investment Solutions L.P. | 13,309 | $1.20M | 0.14% | +10,466+368.1% | Added |
| United Bank | 13,250 | $1.19M | 0.14% | −450−3.3% | Reduced |
| Checchi Capital Advisers, LLC | 13,229 | $1.19M | 0.09% | +80+0.6% | Added |
| Plan Group Financial, LLC | 13,184 | $1.19M | 0.63% | +1,371+11.6% | Added |
| GoalVest Advisory LLC | 13,176 | $1.19M | 0.34% | +366+2.9% | Added |
| IFP Advisors, Inc | 13,124 | $1.18M | 0.04% | −17,093−56.6% | Reduced |
| Wiser Wealth Management, Inc | 13,123 | $1.18M | 0.34% | +13,123 | New |
| Summit Trail Advisors, LLC | 13,089 | $1.18M | 0.03% | +4,380+50.3% | Added |
| Northern Oak Wealth Management Inc | 13,022 | $1.17M | 0.14% | −4,836−27.1% | Reduced |
| Burney Co | 13,010 | $1.17M | 0.04% | −197−1.5% | Reduced |
| Country Club Bank | 12,860 | $1.16M | 0.08% | +23+0.2% | Added |
| Patton Albertson Miller Group, LLC | 12,834 | $1.16M | 0.16% | −425−3.2% | Reduced |
| Integrated Advisors Network LLC | 12,773 | $1.15M | 0.06% | −1,033−7.5% | Reduced |
| Golden State Equity Partners | 12,747 | $1.15M | 0.18% | −60.0% | Reduced |
| Reuter James Wealth Management, LLC | 12,743 | $1.15M | 0.21% | −3,576−21.9% | Reduced |
| Trust Point Inc. | 12,686 | $1.14M | 0.09% | −358−2.7% | Reduced |
| Lebenthal Global Advisors, LLC | 12,681 | $1.14M | 0.23% | +6,089+92.4% | Added |
| Mission Wealth Management, LP | 12,605 | $1.14M | 0.03% | +1,207+10.6% | Added |
| Evercore Wealth Management, LLC | 12,555 | $1.13M | 0.02% | −400−3.1% | Reduced |
| Rowland & Co Investment Counsel | 12,545 | $1.13M | 0.23% | −2,050−14.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,534 | $1.13M | 0.03% | +1,038+9.0% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $1.13M | 0.34% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 12,520 | $1.13M | 0.13% | −4,065−24.5% | Reduced |
| Waterfront Wealth Inc. | 12,407 | $1.12M | 0.27% | +216+1.8% | Added |
| Columbia Asset Management | 12,431 | $1.12M | 0.20% | +40.0% | Added |
| Chemung Canal Trust Co | 12,371 | $1.12M | 0.23% | −1,406−10.2% | Reduced |
| Firethorn Wealth Partners, LLC | 12,353 | $1.11M | 0.57% | +1,795+17.0% | Added |
| Silver Oak Securities, Inc | 12,359 | $1.11M | 0.12% | +56+0.5% | Added |
| Belpointe Asset Management LLC | 12,338 | $1.11M | 0.07% | +2,238+22.2% | Added |
| Guardian Wealth Advisors, LLC | 12,338 | $1.11M | 0.12% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 12,256 | $1.11M | 0.25% | +134+1.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 12,199 | $1.10M | 0.71% | −1,582−11.5% | Reduced |
| BluePath Capital Management, LLC | 12,161 | $1.10M | 0.69% | +36+0.3% | Added |
| Leisure Capital Management | 12,156 | $1.10M | 0.47% | +12,156 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,124 | $1.09M | 0.00% | +12,124 | New |
| Financial Security Advisor, Inc. | 12,111 | $1.09M | 0.27% | +8,248+213.5% | Added |
| Baldwin Investment Management, LLC | 12,069 | $1.09M | 0.14% | −401−3.2% | Reduced |
| Widmann Financial Services, Inc. | 12,003 | $1.08M | 0.82% | −415−3.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $1.08M | 0.53% | 00.0% | Unchanged |
| Columbus Macro, LLC | 12,019 | $1.08M | 0.39% | −540−4.3% | Reduced |
| Vinva Investment Management Ltd | 11,975 | $1.08M | 0.05% | −6,628−35.6% | Reduced |
| Rogco, LP | 11,921 | $1.08M | 0.42% | −34−0.3% | Reduced |
| Allegheny Financial Group LTD | 11,912 | $1.07M | 0.27% | +4,834+68.3% | Added |
| CWS Financial Advisors, LLC | 11,866 | $1.07M | 0.38% | +871+7.9% | Added |
| Cobblestone Capital Advisors LLC | 11,832 | $1.07M | 0.06% | +180+1.5% | Added |
| Ninepoint Partners LP | 11,790 | $1.06M | 0.14% | +11,790 | New |
| Ami Asset Management Corp | 11,779 | $1.06M | 0.06% | −23−0.2% | Reduced |
| Stableford Capital II LLC | 11,940 | $1.06M | 0.42% | −1,602−11.8% | Reduced |
| RS Crum Inc. | 11,771 | $1.06M | 0.25% | −400−3.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,752 | $1.06M | 0.03% | −500−4.1% | Reduced |
| Valmark Advisers, Inc. | 11,745 | $1.06M | 0.02% | +452+4.0% | Added |
| First Hawaiian Bank | 11,713 | $1.06M | 0.03% | +2,447+26.4% | Added |
| CFS Investment Advisory Services, LLC | 11,715 | $1.06M | 0.09% | −11,741−50.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,696 | $1.05M | 0.08% | −142−1.2% | Reduced |
| Busey Wealth Management | 11,653 | $1.05M | 0.03% | −1,200−9.3% | Reduced |