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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 3,217 | $223.9K | 0.14% | −67−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,221 | $224.1K | 0.00% | −28,679−89.9% | Reduced |
| Baystate Wealth Management LLC | 3,221 | $224.1K | 0.02% | +451+16.3% | Added |
| Allstate Corp | 3,227 | $224.5K | 0.02% | −62,381−95.1% | Reduced |
| Octavia Wealth Advisors, LLC | 3,228 | $224.6K | 0.05% | +78+2.5% | Added |
| JJJ Advisors Inc. | 3,123 | $224.7K | 0.06% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,242 | $226.0K | 0.03% | −48−1.5% | Reduced |
| WealthPLAN Partners, LLC | 3,253 | $226.3K | 0.03% | −1,000−23.5% | Reduced |
| Boyar Asset Management Inc. | 3,265 | $227.2K | 0.18% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,278 | $228.1K | 0.12% | −167−4.8% | Reduced |
| Greenfield Savings Bank | 3,292 | $229.1K | 0.15% | +3,292 | New |
| Sonora Investment Management Group, LLC | 3,307 | $230.1K | 0.02% | +147+4.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,315 | $230.7K | 0.13% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,337 | $232.2K | 0.18% | 00.0% | Unchanged |
| Brown Financial Advisory | 3,345 | $232.7K | 0.22% | +307+10.1% | Added |
| OmniStar Financial Group, Inc. | 3,351 | $233.2K | 0.30% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 3,369 | $234.4K | 0.00% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 3,383 | $235.4K | 0.13% | −422−11.1% | Reduced |
| ML & R Wealth Management LLC | 3,386 | $235.6K | 0.06% | −224−6.2% | Reduced |
| DF Dent & Co Inc | 3,390 | $235.9K | 0.00% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,400 | $236.6K | 0.01% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 3,404 | $236.8K | 0.23% | −94−2.7% | Reduced |
| Insight Advisors, LLC | 3,407 | $237.1K | 0.06% | 00.0% | Unchanged |
| Milestone Advisory Partners | 3,408 | $237.1K | 0.22% | 00.0% | Unchanged |
| Pitcairn Co | 3,413 | $237.5K | 0.02% | −86−2.5% | Reduced |
| Acropolis Investment Management, LLC | 3,417 | $237.8K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,425 | $238.3K | 0.02% | −124−3.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,429 | $238.6K | 0.13% | +248+7.8% | Added |
| Ironsides Asset Advisors, LLC | 3,430 | $238.7K | 0.11% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,433 | $238.9K | 0.03% | −1,108−24.4% | Reduced |
| Spire Wealth Management | 3,446 | $239.8K | 0.01% | −656−16.0% | Reduced |
| New Hampshire Trust | 3,460 | $240.7K | 0.06% | −406−10.5% | Reduced |
| Delta Capital Management LLC | 3,460 | $241.0K | 0.17% | +560+19.3% | Added |
| Bank of Stockton | 3,485 | $242.5K | 0.08% | −1,200−25.6% | Reduced |
| St. Louis Trust Co | 3,500 | $243.5K | 0.05% | 00.0% | Unchanged |
| NBW Capital LLC | 3,501 | $243.6K | 0.06% | +491+16.3% | Added |
| Sepio Capital, LP | 3,527 | $245.4K | 0.02% | −108−3.0% | Reduced |
| Waterford Advisors, LLC | 3,536 | $246.0K | 0.13% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,542 | $246.0K | 0.19% | +3,542 | New |
| Field & Main Bank | 3,555 | $247.4K | 0.15% | +545+18.1% | Added |
| Relyea Zuckerberg Hanson LLC | 3,560 | $247.7K | 0.06% | +3,560 | New |
| Drake & Associates, LLC | 3,565 | $248.1K | 0.12% | +3+0.1% | Added |
| Wealthspan Partners, LLC | 3,566 | $248.1K | 0.21% | +3+0.1% | Added |
| Wedgewood Investors Inc | 3,575 | $248.7K | 0.33% | +425+13.5% | Added |
| Rooted Wealth Advisors, Inc. | 3,482 | $250.0K | 0.19% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,598 | $250.4K | 0.04% | +711+24.6% | Added |
| Integris Wealth Management, LLC | 3,600 | $250.5K | 0.09% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,600 | $250.5K | 0.14% | +5+0.1% | Added |
| TD Waterhouse Canada Inc. | 3,593 | $250.8K | 0.00% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,609 | $251.1K | 0.10% | +5+0.1% | Added |
| Nikulski Financial, Inc. | 3,620 | $251.9K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,628 | $252.4K | 0.03% | −29−0.8% | Reduced |
| Davis R M Inc | 3,652 | $254.0K | 0.01% | 00.0% | Unchanged |
| Family Asset Management, LLC | 3,652 | $254.1K | 0.19% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,658 | $254.5K | 0.20% | +22+0.6% | Added |
| Athena Investment Management | 3,663 | $254.9K | 0.18% | 00.0% | Unchanged |
| Arlington Partners LLC | 3,673 | $255.6K | 0.04% | +48+1.3% | Added |
| Private Portfolio Partners LLC | 3,673 | $255.6K | 0.07% | +24+0.7% | Added |
| Syntegra Private Wealth Group, LLC | 3,681 | $256.1K | 0.05% | +22+0.6% | Added |
| Nadler Financial Group, Inc. | 3,701 | $257.5K | 0.04% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,707 | $257.9K | 0.09% | +3,707 | New |
| King Wealth | 3,709 | $258.0K | 0.06% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,711 | $258.2K | 0.03% | −1,012−21.4% | Reduced |
| Oak Family Advisors, LLC | 3,713 | $258.4K | 0.13% | −500−11.9% | Reduced |
| Second Half Financial Partners, LLC | 3,715 | $258.5K | 0.15% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,725 | $259.2K | 0.06% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $259.6K | 0.17% | +155+4.3% | Added |
| Miracle Mile Advisors, LLC | 3,748 | $260.8K | 0.01% | +3,748 | New |
| Hodges Capital Management Inc. | 4,011 | $261.0K | 0.02% | −659−14.1% | Reduced |
| Strategic Advisors LLC | 3,754 | $261.2K | 0.05% | +10.0% | Added |
| Ardent Capital Management, Inc. | 3,756 | $261.3K | 0.19% | +5+0.1% | Added |
| WSFS Capital Management, LLC | 3,760 | $261.6K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,779 | $262.9K | 0.03% | −734−16.3% | Reduced |
| Frontier Asset Management, LLC | 3,783 | $263.2K | 0.12% | +39+1.0% | Added |
| Sawyer & Company, Inc | 3,668 | $264.0K | 0.14% | +3,668 | New |
| Meridian Investment Counsel Inc. | 3,802 | $264.5K | 0.10% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 3,806 | $264.8K | 0.07% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,816 | $265.5K | 0.07% | −8−0.2% | Reduced |
| GEM Asset Management, LLC | 3,830 | $266.5K | 0.22% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 3,836 | $266.9K | 0.04% | −440−10.3% | Reduced |
| Apexium Financial, LP | 3,841 | $267.3K | 0.03% | +378+10.9% | Added |
| Jefferies Financial Group Inc. | 3,842 | $267.3K | 0.01% | −294−7.1% | Reduced |
| Madrona Financial Services, LLC | 3,885 | $270.3K | 0.15% | +885+29.5% | Added |
| Phillips Wealth Planners LLC | 3,656 | $270.9K | 0.36% | +163+4.7% | Added |
| Beck Mack & Oliver LLC | 3,900 | $271.4K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,900 | $271.4K | 0.07% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,932 | $271.6K | 0.09% | +2,849+263.1% | Added |
| Coppell Advisory Solutions Corp. | 3,932 | $271.6K | 0.09% | +2,849+263.1% | Added |
| Alaethes Wealth LLC | 3,905 | $271.7K | 0.16% | +180+4.8% | Added |
| S.E.E.D. Planning Group LLC | 3,920 | $272.8K | 0.11% | +2+0.1% | Added |
| WMS Partners, LLC | 3,923 | $272.9K | 0.02% | −15−0.4% | Reduced |
| Bourne Lent Asset Management Inc | 3,931 | $273.5K | 0.10% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,940 | $274.1K | 0.08% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,947 | $274.6K | 0.06% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 3,960 | $275.5K | 0.02% | −905−18.6% | Reduced |
| Syverson Strege & Co | 3,970 | $276.3K | 0.12% | +38+1.0% | Added |
| Altus Wealth Management, LLC | 3,973 | $276.4K | 0.23% | −205−4.9% | Reduced |
| Financial Partners Group, Inc | 3,978 | $276.8K | 0.06% | −192−4.6% | Reduced |
| TRUE Private Wealth Advisors | 3,981 | $277.0K | 0.04% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,985 | $277.3K | 0.01% | +3,985 | New |