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Livermore
Livermore
ZHEN

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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q1 2023

Institutional positions in Southern Co as of Mar 31, 2023. 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
1,706
+9 vs. Q4 2022
Shares held
701.2M
+15.2M (+2.2%) vs. Q4 2022
Total value
$48.8B
−$150.3M (−0.3%) vs. Q4 2022
New holders
111
775 more added
Sold out
102
543 more reduced

40 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 1,706 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ1 2023: $48.8B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2022.

Institutions holding SO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Summit Wealth Group, LLC86,488$10.02%+86,488New
True Wealth Design, LLC12$8350.00%00.0%Unchanged
Centerpoint Advisors, LLC16$1.00K0.00%+16New
Psagot Value Holdings Ltd. / (Israel)9$1.00K0.00%+9New
25 LLC14$1.04K0.00%+14New
SJS Investment Consulting Inc.18$1.25K0.00%−5−21.7%Reduced
Delos Wealth Advisors, LLC18$1.25K0.00%00.0%Unchanged
Raffa Wealth Management, LLC19$1.32K0.00%00.0%Unchanged
Financial Avengers, Inc.20$1.41K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC22$1.53K0.00%−18−45.0%Reduced
USA Financial Portformulas Corp23$1.60K0.00%+23New
Trifecta Capital Advisors, LLC23$1.60K0.00%00.0%Unchanged
WestEnd Advisors, LLC–$1.74K0.00%––
Loomis Sayles & Co L P28$2.00K0.00%−649−95.9%Reduced
Hollencrest Capital Management30$2.09K0.00%00.0%Unchanged
Ridgewood Investments LLC35$2.44K0.00%+35New
PayPay Securities Corp37$2.57K0.17%−15−28.8%Reduced
Credential Qtrade Securities Inc.39$2.71K0.00%+39New
Disciplined Investments, LLC39$2.71K0.00%00.0%Unchanged
PFS Partners, LLC43$2.98K0.00%+1+2.4%Added
Key Financial Inc43$2.99K0.00%00.0%Unchanged
Atlas Capital Advisors LLC47$3.27K0.00%00.0%Unchanged
DB Wealth Management Group, LLC50$3.48K0.00%00.0%Unchanged
Gs Investments, Inc.51$3.55K0.00%00.0%Unchanged
Private Ocean, LLC60$4.17K0.00%+60New
GeoWealth Management, LLC74$5.00K0.00%+74New
First Financial Corp85$5.91K0.00%00.0%Unchanged
New Millennium Group LLC88$6.12K0.01%00.0%Unchanged
Cutler Group LP112$7.00K0.00%−31−21.7%Reduced
KB Financial Partners, LLC102$7.00K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.109$7.60K0.01%+1+0.9%Added
TD Ameritrade Investment Management, LLC113$8.00K0.00%−18−13.7%Reduced
Crewe Advisors LLC125$8.70K0.00%−210−62.7%Reduced
Valley National Advisers Inc116$9.00K0.00%00.0%Unchanged
Stephenson National Bank & Trust140$9.74K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC138$10.0K0.01%+1+0.7%Added
PFG Private Wealth Management, LLC147$10.2K0.01%+78+113.0%Added
Piershale Financial Group, Inc.150$10.4K0.01%−40−21.1%Reduced
Financial Freedom, LLC157$10.9K0.01%+1+0.6%Added
Pflug Koory, LLC165$11.5K0.01%00.0%Unchanged
CNB Bank174$12.1K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.175$12.2K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC181$12.6K0.01%+2+1.1%Added
Hoese & Co LLP200$12.6K0.01%00.0%Unchanged
Pointe Capital Management LLC190$13.2K0.01%+190New
Emfo, LLC200$13.9K0.01%00.0%Unchanged
Milestone Investment Advisors LLC200$13.9K0.00%+200New
Cyrus J. Lawrence, LLC200$14.0K0.00%−967−82.9%Reduced
Winch Advisory Services, LLC204$14.0K0.01%+3+1.5%Added
TSFG, LLC200$14.0K0.01%00.0%Unchanged
IAG Wealth Partners, LLC207$14.4K0.00%−335−61.8%Reduced
Highlander Capital Management, LLC220$15.0K0.01%00.0%Unchanged
Barrett & Company, Inc.216$15.0K0.01%+150+227.3%Added
Eagle Bay Advisors LLC217$15.1K0.01%−28−11.4%Reduced
Global Financial Private Client, LLC233$16.1K0.01%00.0%Unchanged
Wolff Wiese Magana LLC237$16.5K0.01%00.0%Unchanged
Clean Yield Group250$17.4K0.01%00.0%Unchanged
Orion Capital Management LLC250$17.4K0.01%00.0%Unchanged
Grey Fox Wealth Advisors, LLC250$17.4K0.01%00.0%Unchanged
Central Bank & Trust Co250$17.4K0.00%00.0%Unchanged
Financial Perspectives, Inc256$17.8K0.01%00.0%Unchanged
Annapolis Financial Services, LLC280$19.5K0.01%00.0%Unchanged
Kelly Financial Services LLC281$19.5K0.01%+3+1.1%Added
Evermay Wealth Management LLC300$20.8K0.00%00.0%Unchanged
Hallmark Capital Management Inc300$20.9K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC300$20.9K0.01%+300New
Pin Oak Investment Advisors Inc300$21.0K0.03%00.0%Unchanged
Morton Brown Family Wealth, LLC314$21.8K0.01%+314New
Retirement Group, LLC185$22.0K0.01%+1+0.5%Added
Whittier Trust Co of Nevada Inc320$22.3K0.00%−40−11.1%Reduced
Cedar Wealth Management, LLC334$23.2K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC350$24.4K0.01%+350New
Chilton Capital Management LLC352$24.5K0.00%+352New
Johnson Midwest Financial, LLC361$25.2K0.04%+3+0.8%Added
Pinebridge Investments, L.P.366$25.5K0.00%−1,335−78.5%Reduced
First Community Trust NA400$27.8K0.03%00.0%Unchanged
Johnson Financial Group, Inc.409$28.5K0.00%00.0%Unchanged
Coastal Capital Group, Inc.409$28.5K0.01%+8+2.0%Added
MB, Levis & Associates, LLC413$28.7K0.02%+1+0.2%Added
Logan Capital Management Inc420$29.2K0.00%00.0%Unchanged
MRP Capital Investments, LLC400$29.9K0.03%+400New
Baker Avenue Asset Management, LP433$30.1K0.00%−78−15.3%Reduced
Moisand Fitzgerald Tamayo, LLC454$31.6K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD460$31.8K0.01%+4+0.9%Added
Larson Financial Group LLC485$33.7K0.00%−322−39.9%Reduced
Bell Investment Advisors, Inc487$33.9K0.01%+66+15.7%Added
Miller Wealth Advisors, LLC100$34.0K0.50%−400−80.0%Reduced
Tortoise Investment Management, LLC490$34.1K0.01%00.0%Unchanged
JNBA Financial Advisors492$34.2K0.00%+55+12.6%Added
Financial Synergies Wealth Advisors, Inc.499$34.7K0.01%+485+3,464.3%Added
Hussman Strategic Advisors, Inc.500$34.8K0.01%00.0%Unchanged
AllSquare Wealth Management LLC500$34.8K0.02%+100+25.0%Added
Carolina Wealth Advisors, LLC502$34.9K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC508$35.3K0.02%00.0%Unchanged
Perritt Capital Management Inc511$35.6K0.02%00.0%Unchanged
Bourgeon Capital Management LLC511$35.6K0.01%00.0%Unchanged
First Personal Financial Services520$36.2K0.01%−82−13.6%Reduced
Cassady Schiller Wealth Management, LLC530$36.9K0.02%00.0%Unchanged
Endurance Wealth Management, Inc.534$37.0K0.01%00.0%Unchanged
Covestor Ltd549$38.0K0.03%+65+13.4%Added