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, 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LaFleur & Godfrey LLC | 11,655 | $811.0K | 0.13% | +8+0.1% | Added |
| HM Payson & Co | 11,676 | $812.4K | 0.02% | −515−4.2% | Reduced |
| HBK Sorce Advisory LLC | 11,765 | $818.6K | 0.04% | −12,425−51.4% | Reduced |
| RSM US Wealth Management LLC | 11,809 | $821.6K | 0.03% | +3,236+37.7% | Added |
| Gradient Investments LLC | 11,875 | $826.2K | 0.02% | −1,220−9.3% | Reduced |
| Virtue Capital Management, LLC | 11,404 | $827.8K | 0.14% | −640−5.3% | Reduced |
| Sciencast Management LP | 11,279 | $828.2K | 1.10% | +11,279 | New |
| Shepherd Financial Partners LLC | 11,946 | $831.2K | 0.14% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 11,948 | $831.3K | 0.03% | −12−0.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $834.8K | 0.65% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 12,031 | $837.1K | 0.04% | +646+5.7% | Added |
| Glenview Trust Co | 12,036 | $837.5K | 0.03% | +588+5.1% | Added |
| ProVise Management Group, LLC | 12,041 | $837.9K | 0.08% | −979−7.5% | Reduced |
| Marshall Wace, LLP | 12,048 | $838.3K | 0.00% | −1,506,542−99.2% | Reduced |
| AdvisorNet Financial, Inc | 12,083 | $840.7K | 0.08% | −462−3.7% | Reduced |
| Clarius Group, LLC | 12,090 | $841.2K | 0.07% | +347+3.0% | Added |
| Ci Investments Inc. | 12,147 | $845.0K | 0.00% | +9,174+308.6% | Added |
| Madden Securities Corp | 12,171 | $846.9K | 0.45% | −3,225−20.9% | Reduced |
| Accurate Wealth Management, LLC | 11,932 | $859.6K | 0.30% | +605+5.3% | Added |
| Palumbo Wealth Management LLC | 12,384 | $861.7K | 0.57% | −774−5.9% | Reduced |
| Confluence Wealth Services, Inc. | 12,396 | $862.5K | 0.20% | +294+2.4% | Added |
| RS Crum Inc. | 12,407 | $863.3K | 0.33% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 12,525 | $871.0K | 0.46% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 12,540 | $872.5K | 0.15% | −60.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 12,544 | $872.8K | 0.26% | +50+0.4% | Added |
| Concord Wealth Partners | 12,554 | $873.5K | 0.25% | +6,036+92.6% | Added |
| Checchi Capital Advisers, LLC | 12,590 | $876.0K | 0.08% | −43−0.3% | Reduced |
| Marino, Stram & Associates LLC | 12,648 | $880.0K | 0.27% | +235+1.9% | Added |
| Magnolia Capital Advisors LLC | 12,721 | $885.1K | 0.46% | −38−0.3% | Reduced |
| IFP Advisors, Inc | 20,031 | $885.4K | 0.04% | −28,943−59.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,761 | $887.9K | 0.04% | +3,240+34.0% | Added |
| ForthRight Wealth Management, LLC | 12,854 | $894.4K | 0.41% | +339+2.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,917 | $899.0K | 0.60% | +975+8.2% | Added |
| Widmann Financial Services, Inc. | 12,945 | $900.7K | 0.91% | +295+2.3% | Added |
| Twin Capital Management Inc | 12,955 | $901.4K | 0.12% | −963−6.9% | Reduced |
| Grimes & Company, Inc. | 12,995 | $904.2K | 0.04% | −42−0.3% | Reduced |
| SG Americas Securities, LLC | 13,054 | $908.0K | 0.01% | −160−1.2% | Reduced |
| Columbia Asset Management | 13,197 | $918.0K | 0.21% | −61−0.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 13,203 | $918.7K | 0.18% | +1,219+10.2% | Added |
| Valmark Advisers, Inc. | 13,216 | $919.6K | 0.02% | +2,705+25.7% | Added |
| Cigna Investments Inc | 13,279 | $924.0K | 0.18% | −161−1.2% | Reduced |
| Blue Fin Capital, Inc. | 12,478 | $926.3K | 0.30% | −304−2.4% | Reduced |
| Guardian Investment Management | 14,910 | $926.8K | 0.71% | 00.0% | Unchanged |
| Stonnington Group, LLC | 12,805 | $927.9K | 0.24% | +600+4.9% | Added |
| Country Club Bank | 13,488 | $931.5K | 0.08% | +830+6.6% | Added |
| Kovack Advisors, Inc. | 13,389 | $931.6K | 0.13% | +547+4.3% | Added |
| Arete Wealth Advisors, LLC | 13,390 | $932.0K | 0.08% | +1,143+9.3% | Added |
| Banque Cantonale Vaudoise | 13,519 | $941.0K | 0.05% | 00.0% | Unchanged |
| Burney Co | 13,556 | $943.2K | 0.05% | +20+0.1% | Added |
| Naviter Wealth, LLC | 13,576 | $944.6K | 0.33% | +13,576 | New |
| United Bank | 13,600 | $946.3K | 0.12% | −77−0.6% | Reduced |
| Diversified Trust Co | 13,619 | $947.6K | 0.04% | −7,617−35.9% | Reduced |
| Keudell/Morrison Wealth Management | 13,622 | $947.8K | 0.28% | −539−3.8% | Reduced |
| Coastal Investment Advisors, Inc. | 13,629 | $948.3K | 0.23% | −175−1.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 13,631 | $948.5K | 0.11% | −1,061−7.2% | Reduced |
| Marco Investment Management LLC | 13,632 | $948.5K | 0.11% | +199+1.5% | Added |
| RDA Financial Network | 13,653 | $950.0K | 0.43% | +463+3.5% | Added |
| Lazard Asset Management LLC | 13,675 | $950.0K | 0.00% | −474−3.4% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $951.0K | 0.39% | +13,667 | New |
| Red Door Wealth Management, LLC | 13,725 | $955.0K | 0.30% | −3,514−20.4% | Reduced |
| RIA Advisory Group LLC | 13,732 | $955.4K | 0.44% | −146−1.1% | Reduced |
| Integrated Advisors Network LLC | 13,808 | $960.8K | 0.06% | +1,538+12.5% | Added |
| Perigon Wealth Management, LLC | 13,919 | $968.5K | 0.06% | +523+3.9% | Added |
| McMillion Capital Management Inc | 13,965 | $971.7K | 0.92% | −1,000−6.7% | Reduced |
| GSB Wealth Management, LLC | 14,006 | $974.5K | 0.32% | −7,418−34.6% | Reduced |
| White Lighthouse Investment Management Inc. | 14,094 | $980.7K | 0.25% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14,128 | $983.0K | 0.12% | −398−2.7% | Reduced |
| Chatham Capital Group, Inc. | 14,193 | $987.6K | 0.22% | 00.0% | Unchanged |
| Ti-Trust, Inc | 14,210 | $988.7K | 0.93% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 14,308 | $995.5K | 0.41% | +3,328+30.3% | Added |
| Meeder Advisory Services, Inc. | 14,364 | $999.5K | 0.12% | −2,033−12.4% | Reduced |
| SignalPoint Asset Management, LLC | 14,440 | $1.00M | 0.33% | +20.0% | Added |
| FinTrust Capital Advisors, LLC | 14,075 | $1.01M | 0.24% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 14,463 | $1.01M | 0.37% | +485+3.5% | Added |
| Winton Group Ltd | 14,512 | $1.01M | 0.06% | −10,966−43.0% | Reduced |
| TrinityPoint Wealth, LLC | 14,553 | $1.01M | 0.22% | −1,023−6.6% | Reduced |
| First United Bank Trust | 14,570 | $1.01M | 0.48% | +537+3.8% | Added |
| Chemung Canal Trust Co | 14,595 | $1.02M | 0.23% | −430−2.9% | Reduced |
| Coastline Trust Co | 14,628 | $1.02M | 0.15% | −466−3.1% | Reduced |
| Comerica Securities,inc. | 14,694 | $1.02M | 0.07% | +233+1.6% | Added |
| Personal Cfo Solutions, LLC | 14,772 | $1.03M | 0.21% | +179+1.2% | Added |
| EP Wealth Advisors, LLC | 6,673 | $1.03M | 0.02% | −409,532−98.4% | Reduced |
| Sheets Smith Wealth Management | 14,916 | $1.04M | 0.16% | −649−4.2% | Reduced |
| International Assets Investment Management, LLC | 14,945 | $1.04M | 0.15% | −84,690−85.0% | Reduced |
| Community Bank of Raymore | 15,030 | $1.05M | 0.40% | −5,700−27.5% | Reduced |
| L.M. Kohn & Company | 15,060 | $1.05M | 0.43% | +1,456+10.7% | Added |
| Highline Wealth Partners LLC | 15,061 | $1.05M | 0.72% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,229 | $1.06M | 0.03% | +2,028+15.4% | Added |
| Powers Advisory Group, LLC | 15,282 | $1.06M | 0.74% | +104+0.7% | Added |
| Am Investment Strategies LLC | 15,407 | $1.07M | 0.37% | +1,058+7.4% | Added |
| Focus Financial Network, Inc. | 15,478 | $1.08M | 0.07% | +707+4.8% | Added |
| Rowland & Co Investment Counsel | 15,489 | $1.08M | 0.26% | +633+4.3% | Added |
| Ascent Group, LLC | 15,534 | $1.08M | 0.12% | −869−5.3% | Reduced |
| Change Path, LLC | 15,579 | $1.08M | 0.05% | +4,227+37.2% | Added |
| WBI Investments | 15,616 | $1.09M | 0.22% | +15,616 | New |
| HighTower Trust Services, LTA | 16,994 | $1.09M | 0.11% | +30+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 15,754 | $1.10M | 0.02% | −400−2.5% | Reduced |
| Gleason Group, Inc. | 15,771 | $1.10M | 0.31% | +165+1.1% | Added |
| West Bancorporation Inc | 15,820 | $1.10M | 0.84% | −449−2.8% | Reduced |
| Belpointe Asset Management LLC | 15,835 | $1.10M | 0.06% | +558+3.7% | Added |