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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 46,954 | $3.27M | 0.55% | +46,954 | New |
| All Terrain Financial Advisors, LLC | 47,124 | $3.28M | 1.59% | +1,452+3.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 47,261 | $3.29M | 0.22% | −58−0.1% | Reduced |
| FAI Wealth Management | 47,499 | $3.30M | 3.00% | −177−0.4% | Reduced |
| Palisade Asset Management, LLC | 47,574 | $3.31M | 0.41% | −75−0.2% | Reduced |
| Lincoln National Corp | 47,822 | $3.33M | 0.07% | −1,507−3.1% | Reduced |
| Fulton Bank, N.A. | 48,062 | $3.34M | 0.18% | −693−1.4% | Reduced |
| ICA Group Wealth Management, LLC | 48,454 | $3.37M | 0.80% | +516+1.1% | Added |
| Metropolitan Life Insurance Co | 48,694 | $3.39M | 0.17% | −14,274−22.7% | Reduced |
| Integrated Wealth Concepts LLC | 48,744 | $3.39M | 0.07% | +30,240+163.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 49,114 | $3.42M | 0.14% | +1,824+3.9% | Added |
| Profund Advisors LLC | 49,445 | $3.44M | 0.21% | −2,783−5.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 49,815 | $3.47M | 0.85% | −180.0% | Reduced |
| First National Trust Co | 50,214 | $3.49M | 0.19% | +35+0.1% | Added |
| New Mexico Educational Retirement Board | 50,387 | $3.51M | 0.18% | −1,600−3.1% | Reduced |
| Crestline Management, LP | 50,500 | $3.51M | 0.43% | +50,500 | New |
| Putnam Investments LLC | 50,642 | $3.52M | 0.01% | −4,568−8.3% | Reduced |
| StoneX Group Inc. | 50,640 | $3.52M | 0.39% | +2,611+5.4% | Added |
| Trinity Legacy Partners, LLC | 50,870 | $3.54M | 1.33% | +1,038+2.1% | Added |
| Nordea Investment Management AB | 51,306 | $3.55M | 0.01% | +3,449+7.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 51,200 | $3.56M | 2.04% | +136+0.3% | Added |
| Centaurus Financial, Inc. | 51,718 | $3.60M | 0.29% | −5,146−9.0% | Reduced |
| Sequoia Financial Advisors, LLC | 51,797 | $3.60M | 0.08% | +1,816+3.6% | Added |
| Savant Capital, LLC | 52,992 | $3.69M | 0.07% | +15,513+41.4% | Added |
| Oakworth Capital, Inc. | 53,723 | $3.74M | 0.33% | +2,660+5.2% | Added |
| Richard Bernstein Advisors LLC | 54,039 | $3.76M | 0.08% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 54,428 | $3.79M | 0.81% | +2,725+5.3% | Added |
| CIBC World Markets Corp | 55,053 | $3.83M | 0.06% | −72,938−57.0% | Reduced |
| Wesbanco Bank Inc | 55,644 | $3.87M | 0.17% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 55,658 | $3.87M | 0.06% | +11,320+25.5% | Added |
| Intech Investment Management LLC | 55,753 | $3.88M | 0.03% | −2,007−3.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 55,762 | $3.88M | 0.42% | +52,309+1,514.9% | Added |
| Simmons Bank | 55,802 | $3.88M | 0.33% | +731+1.3% | Added |
| Ieq Capital, LLC | 55,864 | $3.89M | 0.09% | +9,516+20.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 56,174 | $3.91M | 1.18% | +2,419+4.5% | Added |
| Brookstone Capital Management | 54,446 | $3.94M | 0.08% | +9,885+22.2% | Added |
| Clearbridge Investments, LLC | 56,914 | $3.96M | 0.00% | −5,350−8.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 56,957 | $3.96M | 1.23% | +273+0.5% | Added |
| Norinchukin Bank, The | 58,098 | $4.04M | 0.08% | +2,130+3.8% | Added |
| Stratos Wealth Partners, LTD. | 58,148 | $4.05M | 0.11% | −5,917−9.2% | Reduced |
| Pathway Financial Advisers, LLC | 58,157 | $4.05M | 1.63% | +1,307+2.3% | Added |
| Foundations Investment Advisors, LLC | 58,467 | $4.07M | 0.15% | +13,332+29.5% | Added |
| Harvest Portfolios Group Inc. | 58,858 | $4.10M | 0.20% | +4,259+7.8% | Added |
| Pathstone Family Office, LLC | 60,359 | $4.10M | 0.07% | −20,295−25.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 58,967 | $4.10M | 0.07% | −179−0.3% | Reduced |
| City Holding Co | 59,158 | $4.12M | 0.74% | +2,880+5.1% | Added |
| Bridge Creek Capital Management LLC | 59,781 | $4.16M | 1.56% | +1,086+1.9% | Added |
| Montag A & Associates Inc | 59,929 | $4.17M | 0.27% | +2,726+4.8% | Added |
| Siemens Fonds Invest GmbH | 60,313 | $4.20M | 0.44% | −123−0.2% | Reduced |
| CIBC World Markets Inc. | 60,667 | $4.22M | 0.02% | −7,122−10.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 61,082 | $4.25M | 1.35% | −199−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 61,218 | $4.26M | 0.07% | +7,253+13.4% | Added |
| Shilanski & Associates, Inc. | 59,728 | $4.27M | 1.92% | +1,298+2.2% | Added |
| Virginia Wealth Management Group, Inc. | 61,750 | $4.30M | 2.95% | +1,050+1.7% | Added |
| Coston, McIsaac & Partners | 61,859 | $4.30M | 1.60% | +3,972+6.9% | Added |
| Glenmede Trust Co NA | 61,883 | $4.31M | 0.02% | −3,177−4.9% | Reduced |
| Stratos Wealth Advisors, LLC | 61,952 | $4.31M | 0.33% | +46+0.1% | Added |
| Ellsworth Advisors, LLC | 62,187 | $4.33M | 1.52% | +4,483+7.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,817 | $4.37M | 0.02% | −1,553−2.4% | Reduced |
| Baugh & Associates, LLC | 61,970 | $4.39M | 2.80% | +4,066+7.0% | Added |
| Lockheed Martin Investment Management Co | 63,200 | $4.40M | 0.25% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 63,250 | $4.40M | 1.76% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 63,767 | $4.44M | 0.15% | +1,196+1.9% | Added |
| KBC Group NV | 64,164 | $4.46M | 0.02% | +5,311+9.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 65,268 | $4.54M | 0.28% | +9,310+16.6% | Added |
| Arkadios Wealth Advisors | 65,315 | $4.54M | 0.54% | +2,296+3.6% | Added |
| Foster Victor Wealth Advisors, LLC | 65,303 | $4.55M | 0.55% | +4,038+6.6% | Added |
| Moors & Cabot, Inc. | 65,389 | $4.55M | 0.31% | −356−0.5% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 65,617 | $4.57M | 2.85% | +16,135+32.6% | Added |
| Pacer Advisors, Inc. | 66,452 | $4.62M | 0.02% | −120,458−64.4% | Reduced |
| Schnieders Capital Management LLC | 66,570 | $4.63M | 1.04% | −7,269−9.8% | Reduced |
| Goelzer Investment Management, Inc. | 67,067 | $4.67M | 0.41% | +7,558+12.7% | Added |
| Anchor Investment Management, LLC | 68,004 | $4.73M | 0.64% | −1,983−2.8% | Reduced |
| Prospera Financial Services Inc | 68,239 | $4.75M | 0.20% | +4,534+7.1% | Added |
| JustInvest LLC | 68,378 | $4.76M | 0.17% | +16,945+32.9% | Added |
| Panagora Asset Management Inc | 68,921 | $4.80M | 0.03% | −15,490−18.4% | Reduced |
| Sigma Planning Corp | 69,911 | $4.86M | 0.16% | −182−0.3% | Reduced |
| Kettle Hill Capital Management, LLC | 70,169 | $4.88M | 1.12% | +70,169 | New |
| Telos Capital Management, Inc. | 70,693 | $4.92M | 0.69% | +3,702+5.5% | Added |
| Louisiana State Employees Retirement System | 70,800 | $4.93M | 0.12% | +500+0.7% | Added |
| Warren Averett Asset Management, LLC | 71,100 | $4.95M | 0.26% | +4,346+6.5% | Added |
| National Asset Management, Inc. | 71,233 | $4.96M | 0.13% | +16,777+30.8% | Added |
| Carson Advisory Inc. | 71,771 | $4.99M | 4.44% | −1,145−1.6% | Reduced |
| Albion Financial Group | 72,136 | $5.02M | 0.46% | −793−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 72,257 | $5.03M | 0.07% | +3,682+5.4% | Added |
| Level Four Advisory Services, LLC | 72,505 | $5.04M | 0.33% | −9,045−11.1% | Reduced |
| Lido Advisors, LLC | 72,746 | $5.06M | 0.07% | +2,015+2.8% | Added |
| Advisors Asset Management, Inc. | 72,872 | $5.07M | 0.10% | +5,643+8.4% | Added |
| Institutional & Family Asset Management, LLC | 73,394 | $5.11M | 0.85% | +1,415+2.0% | Added |
| GWM Advisors LLC | 72,807 | $5.11M | 0.06% | −1,682−2.3% | Reduced |
| South Dakota Investment Council | 74,206 | $5.16M | 0.11% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 74,206 | $5.16M | 0.64% | +764+1.0% | Added |
| D.A. Davidson & Co. | 74,736 | $5.20M | 0.06% | +4,064+5.8% | Added |
| TD Private Client Wealth LLC | 75,659 | $5.26M | 0.24% | +1,126+1.5% | Added |
| IFG Advisory, LLC | 76,773 | $5.34M | 0.50% | +6,430+9.1% | Added |
| CWM, LLC | 77,043 | $5.36M | 0.04% | +11,683+17.9% | Added |
| Chronos Wealth Management, LLC | 77,863 | $5.42M | 4.07% | +287+0.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 77,965 | $5.42M | 0.55% | −475−0.6% | Reduced |
| Carret Asset Management, LLC | 79,152 | $5.51M | 0.76% | −4,195−5.0% | Reduced |
| Huntington National Bank | 79,252 | $5.51M | 0.05% | −1,349−1.7% | Reduced |