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 |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,994 | $138.7K | 0.01% | −127−6.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 2,002 | $139.3K | 0.01% | +2,002 | New |
| Clear Investment Research, LLC | 2,107 | $146.6K | 0.26% | +64+3.1% | Added |
| Clear Street Markets LLC | 2,150 | $150.0K | 0.04% | +1,049+95.3% | Added |
| Foster Dykema Cabot & Co Inc | 2,155 | $150.0K | 0.02% | +2,155 | New |
| CVA Family Office, LLC | 2,184 | $152.0K | 0.03% | +554+34.0% | Added |
| Toth Financial Advisory Corp | 2,197 | $152.9K | 0.02% | +5+0.2% | Added |
| PrairieView Partners, LLC | 2,226 | $154.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,080 | $154.1K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,215 | $154.1K | 0.02% | +262+13.4% | Added |
| Avion Wealth | 2,182 | $155.0K | 0.04% | +20+0.9% | Added |
| Carolinas Wealth Consulting LLC | 49,260 | $156.0K | 0.03% | −103−0.2% | Reduced |
| Chelsea Counsel Co | 2,255 | $156.9K | 0.08% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,283 | $159.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,287 | $159.1K | 0.05% | −923−28.8% | Reduced |
| Deseret Mutual Benefit Administrators | 2,299 | $160.0K | 0.06% | −20−0.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,312 | $160.9K | 0.00% | +2,312 | New |
| Brown, Lisle/Cummings, Inc. | 2,314 | $161.0K | 0.08% | +5+0.2% | Added |
| Versant Capital Management, Inc | 2,326 | $161.0K | 0.05% | +166+7.7% | Added |
| Rise Advisors, LLC | 2,373 | $165.1K | 0.12% | +933+64.8% | Added |
| Stephens Consulting, LLC | 2,379 | $165.5K | 0.10% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,381 | $165.7K | 0.12% | +605+34.1% | Added |
| Community Bank, N.A. | 2,383 | $165.8K | 0.02% | −574−19.4% | Reduced |
| Essex Investment Management Co LLC | 2,400 | $167.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,385 | $170.0K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,455 | $170.8K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 2,482 | $172.7K | 0.04% | +4+0.2% | Added |
| Westside Investment Management, Inc. | 2,510 | $174.6K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,545 | $177.1K | 0.05% | +428+20.2% | Added |
| Quent Capital, LLC | 2,577 | $179.2K | 0.03% | +357+16.1% | Added |
| WR Wealth Planners, LLC | 2,589 | $180.2K | 0.08% | +2,519+3,598.6% | Added |
| Horan Securities, Inc. | 2,643 | $183.9K | 0.09% | −115−4.2% | Reduced |
| Godsey & Gibb Associates | 2,690 | $187.2K | 0.02% | −663−19.8% | Reduced |
| AlphaMark Advisors, LLC | 2,762 | $192.0K | 0.09% | −250−8.3% | Reduced |
| Old Second National Bank of Aurora | 2,808 | $195.4K | 0.06% | −3,150−52.9% | Reduced |
| Rock Creek Group, LP | 2,839 | $197.5K | 0.03% | +512+22.0% | Added |
| Nalls Sherbakoff Group, LLC | 2,864 | $197.8K | 0.20% | +2,864 | New |
| Nova R Wealth, Inc. | 2,884 | $200.6K | 0.14% | +2,884 | New |
| Drive Wealth Management, LLC | 2,885 | $200.7K | 0.08% | +2,885 | New |
| AMJ Financial Wealth Management | 2,892 | $201.2K | 0.13% | −1,786−38.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,893 | $201.3K | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,899 | $201.7K | 0.01% | −7,966−73.3% | Reduced |
| Berkshire Asset Management LLC | 2,900 | $201.8K | 0.01% | +2,900 | New |
| Wilkins Investment Counsel Inc | 2,900 | $202.0K | 0.05% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 2,899 | $202.0K | 0.12% | +2,899 | New |
| Stordahl Capital Management, Inc. | 2,906 | $202.2K | 0.06% | +2,906 | New |
| Garrett Wealth Advisory Group, LLC | 2,907 | $202.3K | 0.10% | +2,907 | New |
| Adell Harriman & Carpenter Inc | 2,918 | $203.1K | 0.02% | +2,918 | New |
| High Falls Advisors, Inc | 2,923 | $203.4K | 0.06% | +4+0.1% | Added |
| Austin Private Wealth, LLC | 2,925 | $203.5K | 0.03% | +2,925 | New |
| Univest Financial Corp | 2,926 | $203.6K | 0.06% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,926 | $204.0K | 0.03% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,932 | $204.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,935 | $204.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,935 | $204.2K | 0.02% | +2,935 | New |
| Oliver Lagore Vanvalin Investment Group | 2,936 | $204.3K | 0.09% | +1,387+89.5% | Added |
| Aveo Capital Partners, LLC | 2,939 | $204.5K | 0.03% | +12+0.4% | Added |
| ING Groep NV | 2,939 | $204.5K | 0.00% | −283,905−99.0% | Reduced |
| Abacus Planning Group, Inc. | 2,944 | $204.8K | 0.05% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 2,948 | $205.1K | 0.27% | +4+0.1% | Added |
| CRA Financial Services, LLC | 2,950 | $205.3K | 0.06% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,951 | $205.3K | 0.11% | 00.0% | Unchanged |
| Wexford Capital LP | 2,953 | $205.5K | 0.04% | +2,953 | New |
| Alpha Omega Wealth Management LLC | 2,960 | $206.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,968 | $206.5K | 0.06% | +938+46.2% | Added |
| Insigneo Advisory Services, LLC | 2,969 | $206.6K | 0.07% | +150+5.3% | Added |
| Secure Asset Management, LLC | 2,975 | $207.0K | 0.07% | −20−0.7% | Reduced |
| First Manhattan Co | 2,978 | $207.2K | 0.00% | +5+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,992 | $208.2K | 0.04% | +43+1.5% | Added |
| Joel Isaacson & Co., LLC | 2,995 | $208.4K | 0.01% | +16+0.5% | Added |
| Schubert & Co | 2,999 | $208.7K | 0.19% | −647−17.7% | Reduced |
| Asset Management Advisors, LLC | 3,000 | $208.7K | 0.20% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 3,001 | $208.8K | 0.08% | +32+1.1% | Added |
| Litman Gregory Asset Management LLC | 3,001 | $208.8K | 0.08% | +3,001 | New |
| Weybosset Research & Management LLC | 3,000 | $209.0K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,012 | $209.6K | 0.10% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,915 | $210.0K | 0.09% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 3,022 | $210.3K | 0.16% | +3,022 | New |
| Cedar Mountain Advisors, LLC | 3,032 | $211.0K | 0.06% | +31+1.0% | Added |
| Enterprise Financial Services Corp | 3,042 | $211.7K | 0.14% | +48+1.6% | Added |
| Aspen Grove Capital, LLC | 3,044 | $211.8K | 0.09% | +47+1.6% | Added |
| YHB Investment Advisors, Inc. | 3,049 | $212.1K | 0.02% | −765−20.1% | Reduced |
| Motco | 3,059 | $212.8K | 0.01% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,065 | $213.3K | 0.07% | +3,065 | New |
| HC Advisors, LLC | 3,075 | $214.0K | 0.13% | +3,075 | New |
| BDO Wealth Advisors, LLC | 3,101 | $215.8K | 0.03% | +2,651+589.1% | Added |
| Brendel Financial Advisors LLC | 3,100 | $216.0K | 0.16% | +3,100 | New |
| Summit Wealth Partners, LLC | 3,120 | $217.1K | 0.06% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,121 | $217.2K | 0.01% | +188+6.4% | Added |
| North Star Asset Management Inc | 3,126 | $217.5K | 0.01% | −101−3.1% | Reduced |
| Coho Partners, Ltd. | 3,139 | $218.4K | 0.00% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 3,139 | $218.4K | 0.08% | +3,139 | New |
| Voya Financial Advisors, Inc. | 3,181 | $219.7K | 0.03% | +244+8.3% | Added |
| Bank of Nova Scotia Trust Co | 3,160 | $219.9K | 0.02% | 00.0% | Unchanged |
| Tufton Capital Management | 3,160 | $219.9K | 0.05% | −97−3.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,167 | $220.4K | 0.06% | −485−13.3% | Reduced |
| Biltmore Wealth Management, LLC | 3,174 | $220.8K | 0.09% | +3+0.1% | Added |
| Lindbrook Capital, LLC | 3,196 | $222.4K | 0.03% | +1,047+48.7% | Added |
| WealthTrust Asset Management, LLC | 3,211 | $223.4K | 0.21% | −74−2.3% | Reduced |
| Colonial River Wealth Management, LLC | 3,216 | $223.8K | 0.13% | −151−4.5% | Reduced |