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 |
|---|---|---|---|---|---|
| Massachusetts Financial Services Co | 27,376,517 | $1.90B | 0.65% | +817,899+3.1% | Added |
| FMR LLC | 34,719,486 | $2.42B | 0.22% | +2,906,914+9.1% | Added |
| Price T Rowe Associates Inc | 61,472,651 | $4.28B | 0.64% | +1,283,943+2.1% | Added |
| State Street Corp | 63,329,188 | $4.41B | 0.25% | −1,852,216−2.8% | Reduced |
| BlackRock Inc. | 78,993,895 | $5.50B | 0.16% | −1,967,814−2.4% | Reduced |
| Vanguard Group Inc | 98,973,933 | $6.89B | 0.18% | +1,059,708+1.1% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −522,728−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −428,139−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −360,431−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −348,700−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −206,100−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −139,776−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −102,699−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −85,711−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −76,165−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −75,277−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −68,287−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −54,059−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −53,204−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −50,715−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −36,951−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −36,910−100.0% | Sold out |
| Diversified Portfolios, Inc. | 0 | $0 | 0.00% | −24,307−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −22,589−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −21,691−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −21,610−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −19,224−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −16,297−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −12,879−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −12,286−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −11,774−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −11,602−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,743−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −9,897−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −9,470−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,208−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −7,409−100.0% | Sold out |
| First International Bank & Trust | 0 | $0 | 0.00% | −6,351−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −5,106−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −4,739−100.0% | Sold out |
| Heritage Investors Management Corp | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| AllGen Financial Advisors, Inc. | 0 | $0 | 0.00% | −4,086−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −4,077−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −4,253−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −3,839−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −3,829−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,558−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −3,555−100.0% | Sold out |
| Colton Groome Financial Advisors, LLC | 0 | $0 | 0.00% | −3,417−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −3,285−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| Anson Capital, Inc. | 0 | $0 | 0.00% | −3,235−100.0% | Sold out |
| Resource Planning Group | 0 | $0 | 0.00% | −3,186−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,171−100.0% | Sold out |
| Hemenway Trust Co LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Charles Carroll Financial Partners, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −3,061−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −3,038−100.0% | Sold out |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −2,947−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Parkside Advisors LLC | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| FSA Wealth Management LLC | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −2,617−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,249−100.0% | Sold out |
| Interactive Financial Advisors | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −1,720−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −1,286−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −1,043−100.0% | Sold out |
| Advanced Asset Management Advisors Inc | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Horizon Bancorp Inc | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |