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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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ1 2023: 1,706 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ1 2023: $48.8B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2022.

Institutions holding SO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sierra Capital LLC0$00.00%−105−100.0%Sold out
Paloma Partners Management Co0$00.00%−82−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−62−100.0%Sold out
Lakewood Asset Management LLC0$00.00%−50−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−40−100.0%Sold out
Sofos Investments, Inc.0$00.00%−71−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−81−100.0%Sold out
HBC Financial Services, PLLC0$00.00%−2−100.0%Sold out
Personal Capital Advisors Corp––––Not filed
Comerica Bank––––Not filed
Allstate Investment Management Co––––Not filed
Canandaigua National Corp––––Not filed
Financial Partners Capital Management LLC––––Not filed
Bennicas & Associates, Inc.––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
ARGI Investment Services, LLC––––Not filed
Trustcore Financial Services, LLC––––Not filed
Zeke Capital Advisors, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Gofen & Glossberg LLC––––Not filed
Probity Advisors, Inc.––––Not filed
Perpetual Investment Management Ltd––––Not filed
Mathes Company, Inc.––––Not filed
Keystone Financial Group––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Aevitas Wealth Management, Inc.––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Boenning & Scattergood, Inc.––––Not filed
Ascension Asset Management LLC––––Not filed
Lehman & Derafelo Financial Resources LLC––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Gamble Jones Investment Counsel––––Not filed
Ipsen Advisor Group LLC––––Not filed
Regent Investment Management LLC––––Not filed
Seeyond––––Not filed
Selective Wealth Management, Inc.––––Not filed
Burleson & Company, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
St Germain D J Co Inc––––Not filed
Cornerstone Planning Group LLC––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Capital Directions Investment Advisors, LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed
Moser Wealth Advisors, LLC––––Not filed
Sanctuary Wealth Management, L.L.C.––––Not filed
Spartan Planning & Wealth Management––––Not filed
Cribstone Capital Management, LLC––––Not filed
Alaska Permanent Fund Corp––––Not filed