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 |
|---|---|---|---|---|---|
| Farmers National Bank | 20,849 | $1.45M | 0.51% | −700−3.2% | Reduced |
| Creative Financial Designs Inc | 20,922 | $1.46M | 0.19% | +491+2.4% | Added |
| Smith, Moore & Co. | 20,994 | $1.46M | 0.20% | +233+1.1% | Added |
| SevenBridge Financial Group, LLC | 21,046 | $1.46M | 0.40% | −53−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 21,136 | $1.47M | 0.00% | −155,024−88.0% | Reduced |
| Southeast Asset Advisors Inc. | 21,157 | $1.47M | 0.22% | −486−2.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,190 | $1.47M | 0.54% | −260−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 21,235 | $1.48M | 0.05% | −4,069−16.1% | Reduced |
| Claro Advisors LLC | 21,396 | $1.49M | 0.44% | +822+4.0% | Added |
| Harbor Capital Advisors, Inc. | 21,640 | $1.51M | 0.43% | +21,640 | New |
| Alberta Investment Management Corp | 21,700 | $1.51M | 0.01% | −165,519−88.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 21,733 | $1.51M | 0.13% | +50+0.2% | Added |
| Asset Dedication, LLC | 21,798 | $1.52M | 0.14% | +1,408+6.9% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.52M | 0.07% | 00.0% | Unchanged |
| Portman Square Capital LLP | 21,802 | $1.52M | 0.38% | +21,802 | New |
| Burns J W & Co Inc | 21,855 | $1.52M | 0.26% | −127−0.6% | Reduced |
| Earnest Partners LLC | 21,888 | $1.52M | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 21,889 | $1.52M | 0.02% | +692+3.3% | Added |
| Old North State Trust, LLC | 21,994 | $1.53M | 1.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 22,090 | $1.54M | 0.11% | +573+2.7% | Added |
| Great Valley Advisor Group, Inc. | 22,100 | $1.54M | 0.07% | +11,114+101.2% | Added |
| Centennial Bank | 22,118 | $1.54M | 1.00% | −3,945−15.1% | Reduced |
| Ascent Wealth Partners, LLC | 22,173 | $1.54M | 0.31% | +764+3.6% | Added |
| BFT Financial Group, LLC | 22,205 | $1.54M | 0.23% | +22,205 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 22,331 | $1.55M | 0.37% | −290−1.3% | Reduced |
| CWS Financial Advisors, LLC | 22,335 | $1.55M | 0.62% | −477−2.1% | Reduced |
| Strategic Blueprint, LLC | 22,338 | $1.55M | 0.16% | +1,855+9.1% | Added |
| Monte Financial Group, LLC | 22,411 | $1.56M | 0.82% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 22,590 | $1.57M | 0.11% | +12,134+116.0% | Added |
| ZWJ Investment Counsel Inc | 22,599 | $1.57M | 0.09% | +85+0.4% | Added |
| Linden Thomas Advisory Services, LLC | 22,701 | $1.58M | 0.39% | +2,423+11.9% | Added |
| Veriti Management LLC | 22,779 | $1.58M | 0.19% | +1,243+5.8% | Added |
| Family Management Corp | 22,817 | $1.59M | 0.37% | +22,817 | New |
| Shell Asset Management Co | 22,916 | $1.59M | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 23,117 | $1.61M | 0.22% | +1,411+6.5% | Added |
| Kingsview Wealth Management, LLC | 23,140 | $1.61M | 0.07% | −122,586−84.1% | Reduced |
| Los Angeles Capital Management LLC | 23,159 | $1.61M | 0.01% | −10,616−31.4% | Reduced |
| Holderness Investments Co | 23,298 | $1.62M | 0.65% | −250−1.1% | Reduced |
| United Community Bank | 23,548 | $1.64M | 1.55% | +400+1.7% | Added |
| Farmers & Merchants Investments Inc | 23,637 | $1.64M | 0.07% | −15−0.1% | Reduced |
| Park Avenue Securities LLC | 23,747 | $1.65M | 0.03% | −923−3.7% | Reduced |
| Elevated Capital Advisors, LLC | 23,795 | $1.66M | 0.59% | +761+3.3% | Added |
| Quantinno Capital Management LP | 23,836 | $1.66M | 0.11% | +2,080+9.6% | Added |
| Peoples Financial Services Corp. | 23,882 | $1.66M | 0.78% | −600−2.5% | Reduced |
| Stolper Co | 24,228 | $1.69M | 0.72% | +407+1.7% | Added |
| Wealthspire Advisors, LLC | 24,504 | $1.70M | 0.03% | −616−2.5% | Reduced |
| Sumitomo Life Insurance Co | 24,543 | $1.71M | 0.14% | −182−0.7% | Reduced |
| Northern Oak Wealth Management Inc | 24,653 | $1.72M | 0.21% | +1,156+4.9% | Added |
| Mutual Advisors, LLC | 24,689 | $1.72M | 0.07% | +3,180+14.8% | Added |
| Citizens National Bank Trust Department | 24,731 | $1.72M | 0.48% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 24,745 | $1.72M | 0.01% | −345−1.4% | Reduced |
| Keene & Associates, Inc. | 24,827 | $1.73M | 1.34% | +255+1.0% | Added |
| Bleakley Financial Group, LLC | 24,873 | $1.73M | 0.06% | +1,933+8.4% | Added |
| J.W. Cole Advisors, Inc. | 24,901 | $1.73M | 0.12% | +5,053+25.5% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.74M | 0.20% | 00.0% | Unchanged |
| Allworth Financial LP | 25,008 | $1.74M | 0.02% | +1,541+6.6% | Added |
| Waters Parkerson & Co., LLC | 25,181 | $1.75M | 0.10% | −20−0.1% | Reduced |
| Old Port Advisors | 24,791 | $1.78M | 0.64% | +1,328+5.7% | Added |
| Wright Investors Service Inc | 25,638 | $1.78M | 0.51% | +25,638 | New |
| Private Advisory Group LLC | 25,682 | $1.79M | 0.38% | +5,567+27.7% | Added |
| Hilltop Holdings Inc. | 25,690 | $1.79M | 0.24% | +1,827+7.7% | Added |
| NTV Asset Management LLC | 25,706 | $1.79M | 0.33% | 00.0% | Unchanged |
| Capital Square, LLC | 24,736 | $1.79M | 1.65% | +67+0.3% | Added |
| John G Ullman & Associates Inc | 25,800 | $1.79M | 0.28% | −78−0.3% | Reduced |
| Verdence Capital Advisors LLC | 25,815 | $1.80M | 0.22% | +954+3.8% | Added |
| IHT Wealth Management, LLC | 25,845 | $1.80M | 0.10% | +1,492+6.1% | Added |
| Sculati Wealth Management, LLC | 25,944 | $1.81M | 0.96% | −5,027−16.2% | Reduced |
| Apollon Wealth Management, LLC | 25,966 | $1.81M | 0.11% | +4,141+19.0% | Added |
| Diversified, LLC | 26,017 | $1.81M | 0.65% | +1,265+5.1% | Added |
| Stock Yards Bank & Trust Co | 26,071 | $1.81M | 0.07% | +123+0.5% | Added |
| NBT Bank N A | 26,113 | $1.82M | 0.27% | −216−0.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 26,128 | $1.82M | 0.56% | −39,053−59.9% | Reduced |
| Prudential PLC | 26,138 | $1.82M | 0.02% | −147−0.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 25,512 | $1.82M | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 26,187 | $1.82M | 0.06% | −2,802−9.7% | Reduced |
| Azimuth Capital Investment Management LLC | 26,240 | $1.83M | 0.09% | +230+0.9% | Added |
| Harbour Investments, Inc. | 26,504 | $1.84M | 0.10% | +1,420+5.7% | Added |
| TFG Advisers LLC | 26,703 | $1.86M | 0.90% | +238+0.9% | Added |
| Cipher Capital LP | 26,761 | $1.86M | 0.34% | −26,067−49.3% | Reduced |
| United Services Automobile Association | 26,820 | $1.87M | 0.06% | −15,755−37.0% | Reduced |
| Greenleaf Trust | 26,858 | $1.87M | 0.02% | +2,706+11.2% | Added |
| Nepsis, Inc. | 26,917 | $1.87M | 0.62% | −503−1.8% | Reduced |
| Ontario Teachers Pension Plan Board | 27,122 | $1.89M | 0.02% | −8,079−23.0% | Reduced |
| Adalta Capital Management LLC | 27,261 | $1.90M | 1.33% | +111+0.4% | Added |
| Bank of Hawaii | 27,455 | $1.91M | 0.11% | +567+2.1% | Added |
| LBMC Investment Advisors, LLC | 27,533 | $1.92M | 0.19% | +311+1.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,591 | $1.92M | 0.10% | −31,380−53.2% | Reduced |
| Robbins Farley LLC | 27,685 | $1.93M | 1.42% | +176+0.6% | Added |
| Sowell Financial Services LLC | 27,724 | $1.93M | 0.15% | −2,396−8.0% | Reduced |
| FourThought Financial Partners, LLC | 27,729 | $1.93M | 0.26% | +1,227+4.6% | Added |
| Redwood Investment Management, LLC | 27,800 | $1.93M | 0.21% | +882+3.3% | Added |
| Regal Investment Advisors LLC | 27,915 | $1.94M | 0.17% | +2,027+7.8% | Added |
| Johnson Investment Counsel Inc | 27,952 | $1.94M | 0.03% | +504+1.8% | Added |
| Jacobi Capital Management LLC | 27,972 | $1.95M | 0.23% | −242−0.9% | Reduced |
| Miller Howard Investments Inc | 28,072 | $1.95M | 0.07% | +4,853+20.9% | Added |
| Global Retirement Partners, LLC | 26,697 | $1.96M | 0.10% | +2,565+10.6% | Added |
| Dynamic Advisor Solutions LLC | 28,576 | $1.99M | 0.12% | +1,938+7.3% | Added |
| Moody National Bank Trust Division | 28,917 | $2.01M | 0.17% | +644+2.3% | Added |
| Calamos Wealth Management LLC | 29,642 | $2.06M | 0.16% | +145+0.5% | Added |
| Hancock Whitney Corp | 29,637 | $2.06M | 0.08% | −278−0.9% | Reduced |