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.
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 |
|---|---|---|---|---|---|
| Woodstock Corp | 15,863 | $1.10M | 0.14% | +605+4.0% | Added |
| Gladstone Institutional Advisory LLC | 15,881 | $1.11M | 0.07% | −19,303−54.9% | Reduced |
| Aviva PLC | 15,885 | $1.11M | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 15,908 | $1.11M | 0.31% | +86+0.5% | Added |
| Geneos Wealth Management Inc. | 15,934 | $1.11M | 0.07% | −3,908−19.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,977 | $1.11M | 0.05% | −1,582−9.0% | Reduced |
| Asset Advisors Investment Management, LLC | 16,059 | $1.12M | 0.15% | +133+0.8% | Added |
| GoalVest Advisory LLC | 16,069 | $1.12M | 0.66% | +1,674+11.6% | Added |
| CAPROCK Group, Inc. | 16,096 | $1.12M | 0.09% | +12,907+404.7% | Added |
| Western Wealth Management, LLC | 16,152 | $1.12M | 0.10% | −711−4.2% | Reduced |
| Meridian Wealth Management, LLC | 16,157 | $1.12M | 0.10% | −581−3.5% | Reduced |
| Garner Asset Management Corp | 16,185 | $1.13M | 0.53% | −198−1.2% | Reduced |
| Bank Ozk | 16,201 | $1.13M | 0.56% | −117−0.7% | Reduced |
| BancorpSouth Bank | 16,256 | $1.13M | 0.10% | +40+0.2% | Added |
| DMG Group, LLC | 16,434 | $1.13M | 1.14% | +921+5.9% | Added |
| Citizens Financial Group Inc | 16,294 | $1.13M | 0.04% | +4,443+37.5% | Added |
| Ipswich Investment Management Co., Inc. | 16,305 | $1.13M | 0.31% | +500+3.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,416 | $1.14M | 0.49% | +233+1.4% | Added |
| King Luther Capital Management Corp | 16,631 | $1.16M | 0.01% | +228+1.4% | Added |
| Retirement Planning Co of New England, Inc. | 16,675 | $1.16M | 0.71% | +452+2.8% | Added |
| Pacitti Group Inc. | 16,679 | $1.16M | 0.85% | +673+4.2% | Added |
| Rollins Financial | 16,699 | $1.16M | 0.38% | +2,511+17.7% | Added |
| Sandy Spring Bank | 16,712 | $1.16M | 0.07% | +851+5.4% | Added |
| StrategIQ Financial Group, LLC | 16,746 | $1.17M | 0.13% | +50+0.3% | Added |
| Patton Albertson Miller Group, LLC | 16,761 | $1.17M | 0.21% | −92−0.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,810 | $1.17M | 0.32% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,815 | $1.17M | 0.12% | −195−1.1% | Reduced |
| Mather Group, LLC. | 16,821 | $1.17M | 0.02% | +1,618+10.6% | Added |
| Equitable Holdings, Inc. | 16,825 | $1.17M | 0.02% | +7,393+78.4% | Added |
| Hills Bank & Trust Co | 16,827 | $1.17M | 0.16% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,831 | $1.17M | 0.07% | +930+5.8% | Added |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.17M | 0.05% | −10−0.1% | Reduced |
| Colony Group LLC | 16,868 | $1.17M | 0.02% | −6,936−29.1% | Reduced |
| Columbus Macro, LLC | 16,726 | $1.18M | 0.44% | +170+1.0% | Added |
| Edgestream Partners, L.P. | 16,957 | $1.18M | 0.13% | −29,085−63.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.18M | 0.18% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 17,045 | $1.19M | 0.03% | −130−0.8% | Reduced |
| ICW Investment Advisors LLC | 17,080 | $1.19M | 0.67% | +599+3.6% | Added |
| Bard Financial Services, Inc. | 17,085 | $1.19M | 0.10% | −6,000−26.0% | Reduced |
| Evercore Wealth Management, LLC | 17,131 | $1.19M | 0.02% | +1,946+12.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,287 | $1.19M | 0.32% | +1,513+9.6% | Added |
| Consolidated Portfolio Review Corp | 17,245 | $1.20M | 0.32% | +17,245 | New |
| Griffin Asset Management, Inc. | 17,267 | $1.20M | 0.17% | +180+1.1% | Added |
| Bristlecone Advisors, LLC | 17,291 | $1.20M | 0.13% | −56−0.3% | Reduced |
| Abbrea Capital, LLC | 17,412 | $1.21M | 0.21% | +245+1.4% | Added |
| Consolidated Planning Corp | 17,440 | $1.21M | 0.31% | −63−0.4% | Reduced |
| Wealth Alliance | 17,704 | $1.23M | 0.20% | +732+4.3% | Added |
| Cullinan Associates Inc | 17,725 | $1.23M | 0.07% | +250+1.4% | Added |
| Benedict Financial Advisors Inc | 17,757 | $1.24M | 0.35% | +808+4.8% | Added |
| Delta Asset Management LLC | 17,779 | $1.24M | 0.13% | −165−0.9% | Reduced |
| Trustco Bank Corp N Y | 17,823 | $1.24M | 1.36% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 18,044 | $1.26M | 1.11% | +3,716+25.9% | Added |
| HHM Wealth Advisors, LLC | 18,060 | $1.26M | 0.26% | +401+2.3% | Added |
| Mitchell Sinkler & Starr | 18,103 | $1.26M | 0.37% | +3,408+23.2% | Added |
| Hudson Valley Investment Advisors Inc | 18,143 | $1.26M | 0.18% | +413+2.3% | Added |
| Nilsine Partners, LLC | 18,169 | $1.26M | 0.20% | +18,169 | New |
| SWAN Capital LLC | 18,246 | $1.27M | 1.22% | +18,246 | New |
| Adirondack Trust Co | 18,262 | $1.27M | 0.64% | +1,608+9.7% | Added |
| Mystic Asset Management, Inc. | 18,266 | $1.27M | 0.70% | −175−0.9% | Reduced |
| Derbend Asset Management | 18,309 | $1.27M | 0.96% | −339−1.8% | Reduced |
| Means Investment Co., Inc. | 18,362 | $1.28M | 0.22% | +410+2.3% | Added |
| High Net Worth Advisory Group LLC | 18,384 | $1.28M | 0.52% | +364+2.0% | Added |
| Gotham Asset Management, LLC | 18,518 | $1.29M | 0.03% | −62,033−77.0% | Reduced |
| Wedbush Securities Inc | 18,540 | $1.29M | 0.06% | +532+3.0% | Added |
| Procyon Private Wealth Partners, LLC | 18,681 | $1.30M | 0.22% | −367−1.9% | Reduced |
| MAI Capital Management | 18,690 | $1.30M | 0.02% | +1,715+10.1% | Added |
| SeaCrest Wealth Management, LLC | 18,827 | $1.31M | 0.18% | +3,023+19.1% | Added |
| Adviser Investments LLC | 18,959 | $1.32M | 0.03% | +153+0.8% | Added |
| Mayfair Advisory Group, LLC | 18,368 | $1.32M | 1.43% | +19+0.1% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.32M | 0.27% | 00.0% | Unchanged |
| Equitable Trust Co | 19,064 | $1.33M | 0.10% | −875−4.4% | Reduced |
| Segall Bryant & Hamill, LLC | 19,213 | $1.34M | 0.01% | −418−2.1% | Reduced |
| Verity Asset Management, Inc. | 19,296 | $1.34M | 0.80% | +9,763+102.4% | Added |
| Stokes Family Office, LLC | 19,388 | $1.35M | 0.17% | −1,612−7.7% | Reduced |
| Islay Capital Management, LLC | 19,433 | $1.35M | 1.32% | +4,074+26.5% | Added |
| Grove Bank & Trust | 19,436 | $1.35M | 0.29% | −245−1.2% | Reduced |
| Capital Investment Advisory Services, LLC | 19,541 | $1.36M | 0.16% | −3,654−15.8% | Reduced |
| Spreng Capital Management, Inc. | 19,580 | $1.36M | 1.18% | −200−1.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,606 | $1.36M | 0.98% | 00.0% | Unchanged |
| Romano Brothers and Company | 19,628 | $1.37M | 0.21% | −1,520−7.2% | Reduced |
| Good Life Advisors, LLC | 19,678 | $1.37M | 0.17% | +3,090+18.6% | Added |
| Patten & Patten Inc | 19,701 | $1.37M | 0.12% | +509+2.7% | Added |
| Ethic Inc. | 19,834 | $1.38M | 0.06% | +360+1.8% | Added |
| Salem Investment Counselors Inc | 19,881 | $1.38M | 0.06% | −3,777−16.0% | Reduced |
| Canal Insurance CO | 20,000 | $1.39M | 0.38% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 20,063 | $1.40M | 0.03% | +20,063 | New |
| Ignite Planners, LLC | 19,420 | $1.40M | 0.57% | +593+3.1% | Added |
| Reuter James Wealth Management, LLC | 20,224 | $1.41M | 0.98% | 00.0% | Unchanged |
| Ergoteles LLC | 20,243 | $1.41M | 0.06% | +20,243 | New |
| Busey Wealth Management | 20,263 | $1.41M | 0.06% | −5,542−21.5% | Reduced |
| Eagle Rock Investment Company, LLC | 20,299 | $1.41M | 0.32% | +942+4.9% | Added |
| Advisor OS, LLC | 20,307 | $1.41M | 0.34% | −499−2.4% | Reduced |
| Matrix Trust Co | 20,310 | $1.41M | 0.38% | +3,249+19.0% | Added |
| MSH Capital Advisors LLC | 20,308 | $1.41M | 0.60% | −216−1.1% | Reduced |
| TrueWealth Advisors, LLC | 20,386 | $1.42M | 0.60% | +1,350+7.1% | Added |
| CapWealth Advisors, LLC | 20,439 | $1.42M | 0.18% | −109−0.5% | Reduced |
| Parsons Capital Management Inc | 20,653 | $1.44M | 0.12% | −447−2.1% | Reduced |
| Wellington Shields & Co., LLC | 20,691 | $1.44M | 0.32% | −469−2.2% | Reduced |
| Koshinski Asset Management, Inc. | 20,692 | $1.44M | 0.14% | −60.0% | Reduced |
| Wetherby Asset Management Inc | 20,834 | $1.45M | 0.08% | +469+2.3% | Added |