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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 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

Q1 2023 vs. Q4 2022

How the institutions holding Southern Co changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of SO: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,737401,706+9
Shares687.7M1.70M701.2M+15.2M (+2.2%)
Value$49.1B$120.9M$48.8B−$150.3M (−0.3%)

40 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (111)

Institutions that held Southern Co at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 111 by value.

Institutions new to SO in Q1 2023
InstitutionSharesValue% of portfolio
Empower Advisory Group, LLC1,200,539$82.8M0.37%
Element Capital Management LLC136,458$9.49M0.72%
Chartwell Investment Partners, LLC100,896$7.02M0.27%
Kettle Hill Capital Management, LLC70,169$4.88M1.12%
Crestline Management, LP50,500$3.51M0.43%
Canandaigua National Bank & Trust Co46,954$3.27M0.55%
GYL Financial Synergies, LLC38,738$2.70M0.32%
Vinva Investment Management Ltd37,053$2.56M0.22%
Imprint Wealth LLC32,817$2.28M1.50%
Wright Investors Service Inc25,638$1.78M0.51%
Family Management Corp22,817$1.59M0.37%
BFT Financial Group, LLC22,205$1.54M0.23%
Portman Square Capital LLP21,802$1.52M0.38%
Harbor Capital Advisors, Inc.21,640$1.51M0.43%
Ergoteles LLC20,243$1.41M0.06%
Tudor Investment Corp Et Al20,063$1.40M0.03%
SWAN Capital LLC18,246$1.27M1.22%
Nilsine Partners, LLC18,169$1.26M0.20%
Consolidated Portfolio Review Corp17,245$1.20M0.32%
WBI Investments15,616$1.09M0.22%
Empire Financial Management Company, LLC13,667$951.0K0.39%
Naviter Wealth, LLC13,576$944.6K0.33%
Sciencast Management LP11,279$828.2K1.10%
Mastrapasqua Asset Management Inc11,540$803.0K0.10%
BIP Wealth, LLC10,758$748.6K0.08%
Cape Investment Advisory, Inc.9,532$663.2K0.40%
Blueshift Asset Management, LLC9,390$653.4K0.27%
GPS Wealth Strategies Group, LLC8,854$616.0K0.13%
Pine Valley Investments Ltd Liability Co7,986$593.6K0.09%
Infrastructure Capital Advisors, LLC7,635$531.2K0.10%
ISAM Funds (UK) Ltd7,485$520.8K0.66%
Sentry LLC7,091$493.4K0.12%
Perpetual Ltd7,084$492.9K0.00%
Concord Asset Management, LLC7,003$487.3K0.20%
Trinity Financial Advisors LLC6,684$465.1K0.28%
Tradewinds, LLC.6,533$454.6K0.28%
Cornerstone Wealth Management, LLC6,403$445.5K0.04%
NorthCrest Asset Manangement, LLC6,292$437.8K0.02%
Westwood Holdings Group Inc.6,191$431.0K0.00%
Greylin Investment Mangement Inc5,725$398.3K0.07%
Ostrum Asset Management5,635$392.1K0.03%
PFG Investments, LLC5,626$391.4K0.08%
Cim Investment Mangement Inc5,214$362.8K0.13%
Asset Management Resources, LLC5,069$352.7K0.22%
Pinnacle West Asset Management, Inc.5,025$350.0K0.37%
Abn Amro Investment Solutions5,015$348.9K0.01%
Machina Capital S.A.S.4,581$318.7K0.28%
Advisor Resource Council4,388$315.2K0.08%
TCG Advisory Services, LLC4,513$314.0K0.07%
Golden State Equity Partners4,502$313.2K0.17%
Cannon Financial Strategists, Inc.4,480$311.7K0.11%
Sage Mountain Advisors LLC4,223$293.8K0.05%
Appleton Group, LLC4,117$286.5K0.56%
Callan Family Office, LLC4,065$282.8K0.07%
BKD Wealth Advisors, LLC4,042$281.2K0.01%
ASB Consultores, LLC3,986$277.3K0.11%
Merriman Wealth Management, LLC3,985$277.3K0.01%
Sawyer & Company, Inc3,668$264.0K0.14%
Miracle Mile Advisors, LLC3,748$260.8K0.01%
Goldstone Financial Group, LLC3,707$257.9K0.09%
Relyea Zuckerberg Hanson LLC3,560$247.7K0.06%
Wayfinding Financial, LLC3,542$246.0K0.19%
Greenfield Savings Bank3,292$229.1K0.15%
Northcape Wealth Management, LLC3,139$218.4K0.08%
Brendel Financial Advisors LLC3,100$216.0K0.16%
HC Advisors, LLC3,075$214.0K0.13%
Waterloo Capital, L.P.3,065$213.3K0.07%
Capstone Triton Financial Group, LLC3,022$210.3K0.16%
Litman Gregory Asset Management LLC3,001$208.8K0.08%
Wexford Capital LP2,953$205.5K0.04%
Venturi Wealth Management, LLC2,935$204.2K0.02%
Austin Private Wealth, LLC2,925$203.5K0.03%
Adell Harriman & Carpenter Inc2,918$203.1K0.02%
Garrett Wealth Advisory Group, LLC2,907$202.3K0.10%
Stordahl Capital Management, Inc.2,906$202.2K0.06%
Benedetti & Gucer, Inc.2,899$202.0K0.12%
Berkshire Asset Management LLC2,900$201.8K0.01%
Drive Wealth Management, LLC2,885$200.7K0.08%
Nova R Wealth, Inc.2,884$200.6K0.14%
Nalls Sherbakoff Group, LLC2,864$197.8K0.20%
Healthcare of Ontario Pension Plan Trust Fund2,312$160.9K0.00%
Foster Dykema Cabot & Co Inc2,155$150.0K0.02%
Quintet Private Bank (Europe) S.A.2,002$139.3K0.01%
Avalon Trust Co1,720$119.7K0.01%
Spirit of America Management Corp1,700$118.3K0.03%
Icon Wealth Partners, LLC1,452$101.0K0.01%
Certified Advisory Corp1,295$90.1K0.02%
Strategic Investment Solutions, Inc.1,190$82.7K0.02%
Stone House Investment Management, LLC1,097$76.3K0.03%
Householder Group Estate & Retirement Specialist, LLC1,098$76.0K0.03%
Capula Management Ltd1,035$72.0K0.01%
Caldwell Sutter Capital, Inc.654$45.5K0.03%
Dark Forest Capital Management LP611$42.5K0.01%
Chesapeake Asset Management LLC605$42.2K0.04%
Cascade Investment Advisors, Inc.600$41.7K0.03%
MRP Capital Investments, LLC400$29.9K0.03%
Chilton Capital Management LLC352$24.5K0.00%
Ritter Daniher Financial Advisory LLC350$24.4K0.01%
Morton Brown Family Wealth, LLC314$21.8K0.01%
Trivant Custom Portfolio Group, LLC300$20.9K0.01%

Sold out (102)

Institutions that held Southern Co at the end of Q4 2022 and filed for Q1 2023 without it.

Showing the largest 100 of 102 by value.

Institutions that sold out of SO in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Citadel Advisors LLC522,728$37.3M
Voloridge Investment Management, LLC428,139$30.6M
Bridgewater Associates, LP360,431$25.7M
Teilinger Capital Ltd.348,700$24.9M
Railway Pension Investments Ltd206,100$14.7M
AXA S.A.139,776$9.98M
Brandywine Global Investment Management, LLC102,699$7.33M
Contravisory Investment Management, Inc.85,711$6.12M
Parallax Volatility Advisers, L.P.76,165$5.44M
Beacon Harbor Wealth Advisors, Inc.75,277$5.38M
Walleye Trading LLC68,287$4.88M
Ilmarinen Mutual Pension Insurance Co58,000$4.14M
Point72 Middle East FZE54,059$3.86M
Worldquant Millennium Advisors LLC53,204$3.80M
Greenland Capital Management LP50,715$3.62M
U.S. Capital Wealth Advisors, LLC36,951$2.64M
Pinkerton Retirement Specialists, LLC36,910$2.64M
Diversified Portfolios, Inc.24,307$1.74M
Occudo Quantitative Strategies LP22,589$1.61M
Acadian Asset Management LLC21,691$1.55M
Cubist Systematic Strategies, LLC21,610$1.54M
Barnett & Company, Inc.19,224$1.37M
Teza Capital Management LLC16,297$1.16M
Pearl River Capital, LLC12,879$919.7K
Glassy Mountain Advisors, Inc.12,286$877.3K
Stableford Capital II LLC11,774$841.8K
Toews Corp11,000$785.5K
Invst, LLC11,602$785.2K
Versor Investments LP10,800$771.2K
Corton Capital Inc.10,743$767.2K
Delphia (USA) Inc.9,897$706.8K
Autumn Glory Partners, LLC9,470$676.3K
Jump Financial, LLC9,208$657.5K
Industrial Alliance Investment Management Inc.7,409$529.0K
First International Bank & Trust6,351$454.0K
Sherbrooke Park Advisers LLC5,800$414.2K
Childress Capital Advisors, LLC5,106$364.6K
Founders Financial Alliance, LLC4,951$353.6K
Wambolt & Associates, LLC4,739$338.4K
Heritage Investors Management Corp4,323$309.0K
Summit X, LLC4,200$299.9K
AllGen Financial Advisors, Inc.4,086$291.8K
Charles Schwab Trust Co4,077$291.1K
WealthPlan Investment Management, LLC4,253$285.5K
NinePointTwo Capital3,839$274.0K
Hamilton Capital, LLC3,829$273.4K
Wealth Advisory Solutions, LLC3,761$268.6K
SageView Advisory Group, LLC3,558$254.0K
World Equity Group, Inc.3,555$253.9K
Colton Groome Financial Advisors, LLC3,417$244.0K
Howe & Rusling Inc3,285$234.6K
First Interstate Bank3,252$232.0K
Anson Capital, Inc.3,235$231.0K
Resource Planning Group3,186$227.5K
Quadrature Capital Ltd3,171$226.4K
Hemenway Trust Co LLC3,100$221.4K
Charles Carroll Financial Partners, LLC3,100$221.4K
Financial Engines Advisors L.L.C.3,095$221.1K
Calton & Associates, Inc.3,061$218.6K
Patton Fund Management, Inc.3,038$217.0K
LexAurum Advisors, LLC2,947$210.4K
Maven Securities LTD2,932$209.4K
LMCG Investments, LLC2,902$207.2K
Guyasuta Investment Advisors Inc2,865$204.6K
Parkside Advisors LLC2,864$204.5K
FSA Wealth Management LLC2,837$202.6K
Ellis Investment Partners, LLC2,820$201.4K
Gryphon Financial Partners LLC2,617$186.9K
DuPont Capital Management Corp2,249$160.6K
Interactive Financial Advisors2,208$157.7K
RWM Asset Management, LLC2,071$147.9K
Phocas Financial Corp.1,720$122.8K
Freedom Wealth Alliance, LLC1,409$100.6K
MinichMacGregor Wealth Management, LLC1,286$91.8K
General Partner, Inc.1,130$80.7K
McElhenny Sheffield Capital Management, LLC1,043$74.5K
Advanced Asset Management Advisors Inc861$61.5K
Seldon Capital LP820$58.6K
Red Tortoise LLC754$53.8K
EWG Elevate Inc.668$47.7K
Natixis638$45.6K
Fiduciary Alliance LLC557$39.8K
My Personal CFO, LLC528$37.7K
VitalStone Financial, LLC474$34.0K
IMA Wealth, Inc.431$30.8K
Horizon Bancorp Inc425$30.0K
Norway Savings Bank405$28.9K
Goodwin Investment Advisory307$21.9K
One Wealth Advisors, LLC285$20.4K
FWL Investment Management, LLC215$15.4K
Affiance Financial, LLC169$12.1K
Paragon Wealth Strategies, LLC140$10.0K
Laffer Tengler Investments127$9.07K
Corrado Advisors, LLC110$7.86K
Sierra Capital LLC105$7.00K
Paloma Partners Management Co82$5.86K
Harvest Fund Management Co., Ltd62$4.00K
Lakewood Asset Management LLC50$4.00K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.40$3.00K
Sofos Investments, Inc.71$1.06K

Not filed for Q1 2023 yet (40)

Institutions that held Southern Co at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Personal Capital Advisors Corp1,156,505$82.6M
Comerica Bank198,131$13.9M
Allstate Investment Management Co65,608$4.69M
Canandaigua National Corp49,360$3.52M
Financial Partners Capital Management LLC39,577$2.83M
Bennicas & Associates, Inc.27,066$1.93M
Laurel Wealth Advisors, Inc.21,837$1.56M
ARGI Investment Services, LLC15,262$1.09M
Trustcore Financial Services, LLC11,663$832.8K
Zeke Capital Advisors, LLC8,944$638.7K
CoreCap Advisors, LLC8,531$609.3K
Gofen & Glossberg LLC8,190$585.0K
Probity Advisors, Inc.7,462$532.9K
Perpetual Investment Management Ltd7,084$505.9K
Mathes Company, Inc.6,000$428.0K
Keystone Financial Group5,886$420.3K
Glass Jacobson Investment Advisors llc5,694$406.6K
Aevitas Wealth Management, Inc.5,398$385.5K
Sargent Bickham Lagudis LLC5,173$369.4K
Boenning & Scattergood, Inc.4,495$326.0K
Ascension Asset Management LLC4,302$307.2K
Lehman & Derafelo Financial Resources LLC4,193$299.4K
Semmax Financial Advisors Inc.3,598$252.0K
Gamble Jones Investment Counsel3,248$232.0K
Ipsen Advisor Group LLC3,097$221.2K
Regent Investment Management LLC2,900$207.0K
Seeyond2,863$204.4K
Selective Wealth Management, Inc.3,021$202.8K
Burleson & Company, LLC2,373$169.5K
Heritage Wealth Management, LLC2,174$155.2K
St Germain D J Co Inc7,077$146.0K
Cornerstone Planning Group LLC1,051$69.9K
Alpha Paradigm Partners, LLC967$69.0K
Capital Directions Investment Advisors, LLC877$62.6K
Tyler-Stone Wealth Management864$62.0K
Moser Wealth Advisors, LLC537$38.3K
Sanctuary Wealth Management, L.L.C.477$34.1K
Spartan Planning & Wealth Management286$20.4K
Cribstone Capital Management, LLC50$3.57K
Alaska Permanent Fund Corp24$2.00K