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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 29,681 | $2.07M | 0.04% | −10,440−26.0% | Reduced |
| Texas Yale Capital Corp. | 29,694 | $2.07M | 0.10% | −268−0.9% | Reduced |
| Empirical Finance, LLC | 29,698 | $2.07M | 0.19% | +1,695+6.1% | Added |
| Kavar Capital Partners Group, LLC | 29,814 | $2.07M | 0.45% | −275−0.9% | Reduced |
| First City Capital Management, Inc. | 28,277 | $2.08M | 1.22% | −30−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.09M | 0.11% | 00.0% | Unchanged |
| Essex LLC | 29,474 | $2.10M | 0.64% | 00.0% | Unchanged |
| Proequities, Inc. | 30,255 | $2.11M | 0.16% | −1,207−3.8% | Reduced |
| South State Corp. | 30,570 | $2.13M | 0.20% | −7,412−19.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 30,681 | $2.13M | 0.04% | −855−2.7% | Reduced |
| Venture Visionary Partners LLC | 30,786 | $2.14M | 0.14% | +3,316+12.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 30,841 | $2.15M | 0.48% | −545−1.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,891 | $2.15M | 0.22% | +20+0.1% | Added |
| D. E. Shaw & Co., Inc. | 30,991 | $2.16M | 0.00% | −32,773−51.4% | Reduced |
| Coastal Bridge Advisors, LLC | 31,137 | $2.17M | 0.55% | +149+0.5% | Added |
| Wills Financial Group, Inc. | 31,752 | $2.21M | 1.19% | +125+0.4% | Added |
| Mechanics Bank Trust Department | 31,890 | $2.22M | 0.37% | +215+0.7% | Added |
| Mainstay Capital Management LLC | 32,004 | $2.23M | 0.44% | +1,680+5.5% | Added |
| Resources Investment Advisors, LLC. | 32,021 | $2.23M | 0.05% | +1,752+5.8% | Added |
| Nicholas Hoffman & Company, LLC. | 32,350 | $2.25M | 0.20% | −627−1.9% | Reduced |
| Hartford Financial Management Inc. | 32,447 | $2.26M | 0.58% | −266−0.8% | Reduced |
| Green Square Capital Advisors LLC | 32,524 | $2.26M | 0.30% | +1,254+4.0% | Added |
| Sawtooth Solutions, LLC | 32,547 | $2.26M | 0.06% | +18,997+140.2% | Added |
| Mountain Capital Investment Advisors, Inc | 31,475 | $2.28M | 1.00% | −765−2.4% | Reduced |
| Imprint Wealth LLC | 32,817 | $2.28M | 1.50% | +32,817 | New |
| Forte Capital LLC | 32,910 | $2.29M | 0.35% | −1,356−4.0% | Reduced |
| 1832 Asset Management L.P. | 33,285 | $2.32M | 0.00% | −133−0.4% | Reduced |
| Hayek Kallen Investment Management | 33,519 | $2.33M | 1.05% | −949−2.8% | Reduced |
| Essex Financial Services, Inc. | 33,736 | $2.35M | 0.25% | −60−0.2% | Reduced |
| Bokf, NA | 33,846 | $2.36M | 0.05% | −31,155−47.9% | Reduced |
| Metis Global Partners, LLC | 34,111 | $2.37M | 0.15% | +11,491+50.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,220 | $2.38M | 0.06% | +99+0.3% | Added |
| Ronald Blue Trust, Inc. | 33,567 | $2.40M | 0.04% | +5,519+19.7% | Added |
| United Bank | 34,804 | $2.42M | 1.42% | +23+0.1% | Added |
| Kestra Private Wealth Services, LLC | 35,402 | $2.46M | 0.10% | +1,065+3.1% | Added |
| Ameritas Investment Partners, Inc. | 35,536 | $2.47M | 0.10% | +1,604+4.7% | Added |
| Argyle Capital Management Inc. | 35,698 | $2.48M | 0.87% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 35,699 | $2.48M | 0.09% | −735−2.0% | Reduced |
| Veritable, L.P. | 35,803 | $2.49M | 0.04% | −9,226−20.5% | Reduced |
| Leelyn Smith, LLC | 35,896 | $2.50M | 0.64% | +1,010+2.9% | Added |
| Day & Ennis, LLC | 36,032 | $2.51M | 0.93% | −151−0.4% | Reduced |
| Everence Capital Management Inc | 36,061 | $2.51M | 0.21% | 00.0% | Unchanged |
| Bailard, Inc. | 36,072 | $2.51M | 0.09% | −265−0.7% | Reduced |
| Brown Advisory Inc | 36,219 | $2.52M | 0.00% | −376−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 36,518 | $2.52M | 0.05% | +397+1.1% | Added |
| Biltmore Family Office, LLC | 36,473 | $2.54M | 0.53% | +19,015+108.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,500 | $2.54M | 0.00% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 37,053 | $2.56M | 0.22% | +37,053 | New |
| Snowden Capital Advisors LLC | 37,006 | $2.57M | 0.10% | +1,496+4.2% | Added |
| Tiaa, FSB | 37,383 | $2.60M | 0.01% | −2,160−5.5% | Reduced |
| Family Legacy, Inc. | 37,724 | $2.62M | 1.12% | +500+1.3% | Added |
| Rothschild Investment Corp | 37,935 | $2.64M | 0.23% | −60−0.2% | Reduced |
| Armor Investment Advisors, LLC | 38,046 | $2.65M | 1.51% | −1,125−2.9% | Reduced |
| D L Carlson Investment Group Inc | 38,188 | $2.66M | 0.60% | −6,029−13.6% | Reduced |
| Reaves W H & Co Inc | 38,283 | $2.66M | 0.10% | −353,568−90.2% | Reduced |
| HNP Capital LLC | 38,290 | $2.66M | 0.74% | −6,470−14.5% | Reduced |
| KCM Investment Advisors LLC | 38,441 | $2.67M | 0.11% | −2,398−5.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 38,605 | $2.69M | 1.67% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 38,636 | $2.69M | 0.39% | +3,000+8.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,738 | $2.69M | 0.22% | +643+1.7% | Added |
| GYL Financial Synergies, LLC | 38,738 | $2.70M | 0.32% | +38,738 | New |
| Woodmont Investment Counsel LLC | 38,855 | $2.70M | 0.29% | −2,188−5.3% | Reduced |
| Eudaimonia Advisors LLC | 39,010 | $2.71M | 1.83% | −202−0.5% | Reduced |
| McRae Capital Management Inc | 39,029 | $2.72M | 0.78% | −2,150−5.2% | Reduced |
| Greatmark Investment Partners, Inc. | 39,147 | $2.72M | 0.49% | −175−0.4% | Reduced |
| Cantor Fitzgerald, L. P. | 39,232 | $2.73M | 0.06% | +5,775+17.3% | Added |
| Shorepoint Capital Partners LLC | 39,607 | $2.76M | 0.79% | +848+2.2% | Added |
| Brick & Kyle, Associates | 40,098 | $2.79M | 1.60% | +74+0.2% | Added |
| Lantz Financial LLC | 40,261 | $2.80M | 1.17% | −27−0.1% | Reduced |
| Clarkston Capital Partners, LLC | 40,262 | $2.80M | 0.05% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 41,371 | $2.88M | 0.70% | −334−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 41,453 | $2.88M | 0.20% | +3,295+8.6% | Added |
| Andra AP-fonden | 41,500 | $2.89M | 0.08% | −41,800−50.2% | Reduced |
| Rench Wealth Management, Inc. | 41,750 | $2.90M | 1.39% | −3,830−8.4% | Reduced |
| Pinnacle Associates Ltd | 41,968 | $2.92M | 0.06% | +2,380+6.0% | Added |
| Cary Street Partner Investment Advisory LLC | 42,182 | $2.94M | 0.21% | −4,372−9.4% | Reduced |
| Signaturefd, LLC | 42,209 | $2.94M | 0.08% | +1,410+3.5% | Added |
| Sovereign Financial Group, Inc. | 42,211 | $2.94M | 1.09% | +168+0.4% | Added |
| First Citizens Bank & Trust Co | 42,880 | $2.98M | 0.06% | +8,037+23.1% | Added |
| Dearborn Partners LLC | 42,923 | $2.99M | 0.12% | +50+0.1% | Added |
| Vectors Research Management, LLC | 43,028 | $2.99M | 0.77% | −4,398−9.3% | Reduced |
| Shelton Capital Management | 43,082 | $3.00M | 0.13% | +9,082+26.7% | Added |
| Red Cedar Investment Management, LLC | 43,418 | $3.02M | 0.47% | +14,659+51.0% | Added |
| MTM Investment Management, LLC | 43,743 | $3.04M | 1.56% | +37+0.1% | Added |
| Main Street Financial Solutions, LLC | 43,803 | $3.05M | 0.45% | +2,209+5.3% | Added |
| First County Bank | 43,821 | $3.05M | 1.50% | +747+1.7% | Added |
| OneAscent Wealth Management LLC | 43,853 | $3.05M | 1.19% | −11,538−20.8% | Reduced |
| Argent Trust Co | 43,911 | $3.06M | 0.19% | +6,117+16.2% | Added |
| Advisor Partners II, LLC | 43,963 | $3.06M | 0.17% | +777+1.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,963 | $3.06M | 0.36% | −2,480−5.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 43,970 | $3.06M | 0.11% | +356+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,113 | $3.06M | 0.04% | +8,541+24.0% | Added |
| Raleigh Capital Management Inc. | 44,126 | $3.07M | 1.52% | +4,302+10.8% | Added |
| Csenge Advisory Group | 45,012 | $3.13M | 0.23% | −3,442−7.1% | Reduced |
| Private Asset Management Inc | 45,324 | $3.15M | 0.52% | −4,141−8.4% | Reduced |
| Hengehold Capital Management LLC | 45,350 | $3.16M | 0.43% | +546+1.2% | Added |
| Wealthcare Advisory Partners LLC | 45,505 | $3.17M | 0.14% | +506+1.1% | Added |
| Lakeview Capital Partners, LLC | 42,472 | $3.17M | 0.98% | +3,257+8.3% | Added |
| First Bank & Trust | 46,620 | $3.24M | 0.86% | +2,777+6.3% | Added |
| Squarepoint Ops LLC | 46,673 | $3.25M | 0.02% | −2,920−5.9% | Reduced |