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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 79,956 | $5.56M | 0.04% | +8,914+12.5% | Added |
| Bank of Nova Scotia | 80,970 | $5.63M | 0.02% | −39,599−32.8% | Reduced |
| Sky Investment Group LLC | 82,249 | $5.72M | 1.31% | +2,225+2.8% | Added |
| Decade Renewable Partners LP | 82,900 | $5.77M | 2.11% | −32,391−28.1% | Reduced |
| Old Point Trust & Financial Services N A | 83,124 | $5.78M | 2.53% | +595+0.7% | Added |
| Oppenheimer & Co Inc | 83,218 | $5.79M | 0.12% | +2,213+2.7% | Added |
| Central Trust Co | 83,477 | $5.81M | 0.17% | +156+0.2% | Added |
| Daiwa Securities Group Inc. | 83,630 | $5.82M | 0.04% | +6,223+8.0% | Added |
| Avantax Advisory Services, Inc. | 83,979 | $5.84M | 0.07% | −2,831−3.3% | Reduced |
| Oregon Public Employees Retirement Fund | 84,204 | $5.86M | 0.07% | +272+0.3% | Added |
| Windle Wealth, LLC | 84,462 | $5.88M | 4.36% | +2,646+3.2% | Added |
| Wealthfront Advisers LLC | 85,451 | $5.95M | 0.03% | −77,221−47.5% | Reduced |
| Kentucky Retirement Systems | 86,078 | $5.99M | 0.22% | +2,503+3.0% | Added |
| Maryland State Retirement & Pension System | 86,084 | $5.99M | 0.13% | +508+0.6% | Added |
| Thrivent Financial for Lutherans | 86,313 | $6.00M | 0.01% | +14,771+20.6% | Added |
| Elo Mutual Pension Insurance Co | 86,929 | $6.05M | 0.19% | +2,685+3.2% | Added |
| Keel Point, LLC | 88,250 | $6.14M | 0.89% | +486+0.6% | Added |
| RFG Advisory, LLC | 88,433 | $6.15M | 0.30% | +768+0.9% | Added |
| Private Advisor Group, LLC | 89,352 | $6.22M | 0.06% | −3,416−3.7% | Reduced |
| Massmutual Trust Co FSB | 89,807 | $6.25M | 0.24% | +1,213+1.4% | Added |
| Securian Asset Management, Inc | 90,064 | $6.27M | 0.17% | +564+0.6% | Added |
| NewSquare Capital LLC | 90,173 | $6.27M | 0.74% | +6,892+8.3% | Added |
| Blair William & Co | 90,187 | $6.28M | 0.03% | −1,798−2.0% | Reduced |
| Alerus Financial NA | 90,235 | $6.28M | 0.56% | +4,168+4.8% | Added |
| Thomasville National Bank | 90,354 | $6.29M | 0.65% | +1,836+2.1% | Added |
| Trustmark National Bank Trust Department | 90,630 | $6.31M | 0.57% | +528+0.6% | Added |
| Visionary Wealth Advisors | 90,924 | $6.33M | 0.54% | +5,926+7.0% | Added |
| Aull & Monroe Investment Management Corp | 90,942 | $6.33M | 3.22% | +2,842+3.2% | Added |
| Principle Wealth Partners LLC | 91,174 | $6.34M | 0.68% | −1,297−1.4% | Reduced |
| Hartford Investment Management Co | 91,643 | $6.38M | 0.22% | +12,890+16.4% | Added |
| Sound View Wealth Advisors Group, LLC | 92,139 | $6.41M | 0.88% | −364−0.4% | Reduced |
| Neuberger Berman Group LLC | 93,857 | $6.53M | 0.01% | −20,171−17.7% | Reduced |
| MainStreet Investment Advisors LLC | 94,350 | $6.56M | 0.72% | +2,319+2.5% | Added |
| Insight Folios Inc | 95,049 | $6.61M | 2.93% | +3,510+3.8% | Added |
| Rockefeller Capital Management L.P. | 95,116 | $6.62M | 0.03% | −6,139−6.1% | Reduced |
| First PREMIER Bank | 95,160 | $6.62M | 1.93% | −520−0.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 97,151 | $6.76M | 0.82% | +576+0.6% | Added |
| Churchill Management Corp | 97,379 | $6.78M | 0.14% | +80+0.1% | Added |
| British Columbia Investment Management Corp | 97,404 | $6.78M | 0.07% | +903+0.9% | Added |
| Cornerstone Advisors, LLC | 98,000 | $6.82M | 0.32% | −18,500−15.9% | Reduced |
| Zions Bancorporation, N.A. | 100,331 | $6.98M | 0.60% | +16,303+19.4% | Added |
| Chartwell Investment Partners, LLC | 100,896 | $7.02M | 0.27% | +100,896 | New |
| Teachers Retirement System of the State of Kentucky | 101,084 | $7.03M | 0.07% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 101,748 | $7.08M | 0.16% | +8,214+8.8% | Added |
| Commerce Bank | 102,061 | $7.10M | 0.06% | +835+0.8% | Added |
| Man Group plc | – | $7.14M | 0.03% | – | – |
| Mayflower Financial Advisors, LLC | 103,110 | $7.17M | 0.94% | +89+0.1% | Added |
| Jacobs Levy Equity Management, Inc | 103,379 | $7.19M | 0.04% | +98,885+2,200.4% | Added |
| Advisors Management Group Inc | 104,259 | $7.25M | 2.31% | +3,461+3.4% | Added |
| Beacon Pointe Advisors, LLC | 105,168 | $7.32M | 0.12% | +32,698+45.1% | Added |
| Advocate Group LLC | 108,144 | $7.52M | 1.64% | −14,735−12.0% | Reduced |
| Kanawha Capital Management LLC | 108,905 | $7.58M | 0.73% | +1,570+1.5% | Added |
| Umb Bank N A | 108,938 | $7.58M | 0.12% | +3,318+3.1% | Added |
| Fisher Asset Management, LLC | 110,219 | $7.67M | 0.00% | −5,451−4.7% | Reduced |
| Cetera Advisors LLC | 110,286 | $7.67M | 0.13% | +14,979+15.7% | Added |
| Holocene Advisors, LP | 111,070 | $7.73M | 0.04% | +95,374+607.6% | Added |
| Westpac Banking Corp | 111,224 | $7.74M | 0.10% | +6,412+6.1% | Added |
| Royal London Asset Management Ltd | 111,401 | $7.75M | 0.03% | +4,410+4.1% | Added |
| Davenport & Co LLC | 111,762 | $7.78M | 0.06% | +690+0.6% | Added |
| Associated Banc-Corp | 112,108 | $7.80M | 0.31% | +1,173+1.1% | Added |
| Fiduciary Group LLC | 112,193 | $7.81M | 1.01% | −717−0.6% | Reduced |
| Raymond James Trust N.A. | 113,558 | $7.90M | 0.25% | +9,788+9.4% | Added |
| Hantz Financial Services, Inc. | 113,848 | $7.92M | 0.22% | +2,074+1.9% | Added |
| Kempen Capital Management N.V. | 114,906 | $8.00M | 0.15% | +11,874+11.5% | Added |
| Independent Advisor Alliance | 115,233 | $8.02M | 0.39% | +7,264+6.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 116,389 | $8.10M | 0.15% | +20,233+21.0% | Added |
| TCTC Holdings, LLC | 117,896 | $8.20M | 0.33% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 118,064 | $8.21M | 0.23% | +109,616+1,297.5% | Added |
| ARS Wealth Advisors Group, LLC | 118,132 | $8.22M | 1.52% | +36,872+45.4% | Added |
| Signature Wealth Management Group | 119,045 | $8.28M | 3.93% | +382+0.3% | Added |
| Edge Capital Group, LLC | 119,174 | $8.29M | 0.51% | +110,876+1,336.2% | Added |
| Biondo Investment Advisors, LLC | 119,253 | $8.30M | 1.68% | +981+0.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 120,000 | $8.35M | 0.16% | +80,000+200.0% | Added |
| Fifth Third Bancorp | 120,927 | $8.41M | 0.04% | −2,064−1.7% | Reduced |
| Nissay Asset Management Corp | 121,015 | $8.42M | 0.08% | −4,514−3.6% | Reduced |
| Atria Investments LLC | 122,487 | $8.52M | 0.16% | +18,477+17.8% | Added |
| Buckhead Capital Management LLC | 123,117 | $8.57M | 2.02% | −227−0.2% | Reduced |
| Intact Investment Management Inc. | 124,600 | $8.67M | 0.36% | −10,700−7.9% | Reduced |
| Keybank National Association | 125,745 | $8.75M | 0.04% | −1,374−1.1% | Reduced |
| National Bank of Canada | 127,565 | $8.87M | 0.02% | +51,126+66.9% | Added |
| Czech National Bank | 128,252 | $8.92M | 0.22% | +822+0.6% | Added |
| Xponance, Inc. | 129,100 | $8.98M | 0.13% | +4,194+3.4% | Added |
| Bragg Financial Advisors, Inc | 130,778 | $9.10M | 0.54% | +4,618+3.7% | Added |
| Bridgeworth, LLC | 134,476 | $9.36M | 1.18% | +1,530+1.2% | Added |
| Bell Bank | 135,588 | $9.43M | 1.00% | +10,194+8.1% | Added |
| Becker Capital Management Inc | 136,023 | $9.46M | 0.37% | +8,308+6.5% | Added |
| Element Capital Management LLC | 136,458 | $9.49M | 0.72% | +136,458 | New |
| Pinnacle Financial Partners Inc | 137,953 | $9.60M | 0.26% | +10,443+8.2% | Added |
| Rockland Trust Co | 141,608 | $9.85M | 0.62% | +6,259+4.6% | Added |
| Gulf International Bank (UK) Ltd | 142,976 | $9.95M | 0.21% | −43,572−23.4% | Reduced |
| Stephens Inc | 145,021 | $10.1M | 0.19% | +5,081+3.6% | Added |
| Morgan Dempsey Capital Management LLC | 146,350 | $10.2M | 2.76% | +4,096+2.9% | Added |
| Advisory Services Network, LLC | 146,940 | $10.2M | 0.28% | −676−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 150,497 | $10.3M | 0.03% | −27,893−15.6% | Reduced |
| Mercer Global Advisors Inc | 150,537 | $10.5M | 0.05% | +18,412+13.9% | Added |
| CIBC Private Wealth Group, LLC | 132,682 | $10.5M | 0.03% | +14,098+11.9% | Added |
| New York Life Investment Management LLC | 153,824 | $10.7M | 0.12% | +375+0.2% | Added |
| Mutual of America Capital Management LLC | 155,738 | $10.8M | 0.13% | +262+0.2% | Added |
| Nisa Investment Advisors, LLC | 158,500 | $11.0M | 0.09% | +6,040+4.0% | Added |
| Leavell Investment Management, Inc. | 160,121 | $11.1M | 0.79% | −1,269−0.8% | Reduced |