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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| TD Capital Management LLC | 546 | $38.0K | 0.00% | +300+122.0% | Added |
| Halpern Financial, Inc. | 550 | $38.3K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 563 | $39.2K | 0.03% | −36−6.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 588 | $40.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 588 | $40.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 596 | $41.5K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 600 | $41.7K | 0.03% | +600 | New |
| Chesapeake Asset Management LLC | 605 | $42.2K | 0.04% | +605 | New |
| Dark Forest Capital Management LP | 611 | $42.5K | 0.01% | +611 | New |
| Penserra Capital Management LLC | 619 | $43.0K | 0.00% | −51,339−98.8% | Reduced |
| Leonteq Securities AG | 624 | $43.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 627 | $43.6K | 0.01% | +3+0.5% | Added |
| AXS Investments LLC | 627 | $43.6K | 0.01% | −48−7.1% | Reduced |
| Piscataqua Savings Bank | 640 | $44.5K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 641 | $44.6K | 0.00% | −40−5.9% | Reduced |
| Washington Trust Advisors, Inc. | 650 | $45.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 654 | $45.5K | 0.03% | +654 | New |
| Aspire Private Capital, LLC | 655 | $45.6K | 0.02% | −39−5.6% | Reduced |
| Missouri Trust & Investment Co | 660 | $45.9K | 0.03% | −75−10.2% | Reduced |
| Global Trust Asset Management, LLC | 663 | $46.1K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 669 | $46.5K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 700 | $49.0K | 0.00% | −1,000−58.8% | Reduced |
| Founders Capital Management | 700 | $49.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $49.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 721 | $50.2K | 0.04% | +3+0.4% | Added |
| Kessler Investment Group, LLC | 734 | $51.1K | 0.03% | −11,254−93.9% | Reduced |
| Compass Wealth Management LLC | 750 | $52.2K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 760 | $52.9K | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 768 | $53.4K | 0.00% | +188+32.4% | Added |
| Focused Wealth Management, Inc | 775 | $53.9K | 0.01% | +3+0.4% | Added |
| Bellwether Advisors, LLC | 776 | $54.0K | 0.01% | −10,988−93.4% | Reduced |
| Atticus Wealth Management, LLC | 800 | $55.7K | 0.02% | −42−5.0% | Reduced |
| SRS Capital Advisors, Inc. | 809 | $56.3K | 0.01% | −169−17.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 824 | $57.4K | 0.05% | +355+75.7% | Added |
| Lee Financial Co | 850 | $59.1K | 0.01% | −18−2.1% | Reduced |
| Capital Analysts, LLC | 861 | $60.0K | 0.00% | +286+49.7% | Added |
| McIlrath & Eck, LLC | 863 | $60.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 880 | $61.3K | 0.00% | +805+1,073.3% | Added |
| West Branch Capital LLC | 881 | $61.3K | 0.03% | −61−6.5% | Reduced |
| Northwest Investment Counselors, LLC | 900 | $62.6K | 0.02% | −800−47.1% | Reduced |
| Financial Connections Group, Inc. | 914 | $63.0K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 934 | $65.0K | 0.04% | −2,834−75.2% | Reduced |
| Achmea Investment Management B.V. | 938 | $65.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 955 | $66.0K | 0.01% | −30−3.0% | Reduced |
| New England Asset Management Inc | 1,000 | $69.6K | 0.01% | −104,295−99.1% | Reduced |
| Slocum, Gordon & Co LLP | 1,034 | $71.9K | 0.06% | −1−0.1% | Reduced |
| Capula Management Ltd | 1,035 | $72.0K | 0.01% | +1,035 | New |
| Richard W. Paul & Associates, LLC | 1,054 | $73.3K | 0.03% | +15+1.4% | Added |
| Boyd Watterson Asset Management LLC | 1,075 | $74.8K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,098 | $76.0K | 0.03% | +1,098 | New |
| Trust Co | 1,093 | $76.1K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,097 | $76.3K | 0.03% | +1,097 | New |
| BOK Financial Private Wealth, Inc. | 1,133 | $78.8K | 0.01% | +33+3.0% | Added |
| Operose Advisors LLC | 1,139 | $79.3K | 0.04% | +775+212.9% | Added |
| Hazlett, Burt & Watson, Inc. | 1,158 | $80.0K | 0.07% | +15+1.3% | Added |
| Strategic Investment Solutions, Inc. | 1,190 | $82.7K | 0.02% | +1,190 | New |
| Knights of Columbus Asset Advisors LLC | 1,200 | $83.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,237 | $86.1K | 0.05% | +188+17.9% | Added |
| Bellevue Asset Management, LLC | 1,291 | $89.8K | 0.06% | +4+0.3% | Added |
| Certified Advisory Corp | 1,295 | $90.1K | 0.02% | +1,295 | New |
| Ruedi Wealth Management, Inc. | 1,329 | $92.5K | 0.06% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,332 | $92.7K | 0.05% | +160+13.7% | Added |
| M&R Capital Management Inc | 1,350 | $93.9K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,361 | $94.7K | 0.03% | −98−6.7% | Reduced |
| Bogart Wealth, LLC | 1,369 | $95.2K | 0.01% | −344−20.1% | Reduced |
| Accel Wealth Management | 1,381 | $96.1K | 0.04% | +3+0.2% | Added |
| Clearview Wealth Advisors LLC | 1,382 | $96.2K | 0.10% | +3+0.2% | Added |
| NVWM, LLC | 1,393 | $96.9K | 0.03% | −54−3.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,425 | $99.2K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $99.4K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $100.9K | 0.06% | −8,375−85.2% | Reduced |
| Icon Wealth Partners, LLC | 1,452 | $101.0K | 0.01% | +1,452 | New |
| Tucker Asset Management LLC | 1,453 | $101.1K | 0.03% | +1,050+260.5% | Added |
| GHP Investment Advisors, Inc. | 1,476 | $102.7K | 0.01% | +374+33.9% | Added |
| Sutton Wealth Advisors Inc. | 1,504 | $104.6K | 0.06% | −2,444−61.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,534 | $106.7K | 0.01% | +142+10.2% | Added |
| MCF Advisors LLC | 1,541 | $107.2K | 0.01% | −1,574−50.5% | Reduced |
| Wellington Shields Capital Management, LLC | 1,547 | $107.6K | 0.01% | +2+0.1% | Added |
| Providence Capital Advisors, LLC | 1,555 | $108.2K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,560 | $108.5K | 0.02% | +208+15.4% | Added |
| Acima Private Wealth, LLC | 1,579 | $109.9K | 0.05% | +79+5.3% | Added |
| Column Capital Advisors, LLC | 1,605 | $111.7K | 0.02% | −26−1.6% | Reduced |
| S.A. Mason LLC | 1,613 | $112.2K | 0.08% | +60+3.9% | Added |
| Manchester Capital Management LLC | 1,642 | $114.3K | 0.01% | −219−11.8% | Reduced |
| Center for Financial Planning, Inc. | 1,660 | $115.5K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,663 | $115.7K | 0.03% | +116+7.5% | Added |
| Spirit of America Management Corp | 1,700 | $118.3K | 0.03% | +1,700 | New |
| Avalon Trust Co | 1,720 | $119.7K | 0.01% | +1,720 | New |
| Kistler-Tiffany Companies, LLC | 1,722 | $119.8K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $120.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 1,752 | $121.9K | 0.03% | +30+1.7% | Added |
| Farther Finance Advisors, LLC | 1,768 | $123.0K | 0.04% | +573+47.9% | Added |
| Bangor Savings Bank | 1,797 | $125.0K | 0.01% | −1,428−44.3% | Reduced |
| WFA Asset Management Corp | 1,819 | $126.5K | 0.08% | +14+0.8% | Added |
| Riverview Trust Co | 1,867 | $129.9K | 0.12% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,898 | $132.0K | 0.06% | +87+4.8% | Added |
| Smithfield Trust Co | 1,960 | $136.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,969 | $137.0K | 0.08% | −1,193−37.7% | Reduced |
| Truvestments Capital LLC | 1,988 | $138.3K | 0.07% | −278−12.3% | Reduced |
| American National Bank | 1,990 | $138.5K | 0.03% | +955+92.3% | Added |