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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 3,986 | $277.3K | 0.11% | +3,986 | New |
| Willis Investment Counsel | 3,992 | $277.8K | 0.02% | +235+6.3% | Added |
| American State Bank (Iowa) | 3,998 | $278.2K | 0.20% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 4,011 | $279.1K | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,042 | $281.2K | 0.01% | +4,042 | New |
| Penobscot Investment Management Company, Inc. | 4,050 | $281.8K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 4,060 | $282.5K | 0.17% | +810+24.9% | Added |
| Callan Family Office, LLC | 4,065 | $282.8K | 0.07% | +4,065 | New |
| Woodard & Co Asset Management Group Inc | 4,070 | $283.2K | 0.10% | +400+10.9% | Added |
| Proficio Capital Partners LLC | 4,073 | $283.4K | 0.04% | +333+8.9% | Added |
| Washington Trust Co | 4,075 | $283.5K | 0.01% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,085 | $284.0K | 0.14% | 00.0% | Unchanged |
| Providence First Trust Co | 4,087 | $284.4K | 0.16% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,088 | $284.5K | 0.25% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 4,097 | $285.1K | 0.16% | 00.0% | Unchanged |
| David Loasby | 3,959 | $286.3K | 0.03% | +211+5.6% | Added |
| Appleton Group, LLC | 4,117 | $286.5K | 0.56% | +4,117 | New |
| Innovis Asset Management LLC | 4,122 | $286.8K | 0.12% | +210+5.4% | Added |
| Modera Wealth Management, LLC | 4,127 | $287.2K | 0.01% | −794−16.1% | Reduced |
| Steel Peak Wealth Management LLC | 4,132 | $287.5K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,141 | $288.1K | 0.02% | +335+8.8% | Added |
| Norwood Financial Corp | 4,158 | $289.3K | 0.46% | 00.0% | Unchanged |
| Old Mission Capital LLC | 4,159 | $289.4K | 0.01% | −284−6.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,162 | $289.6K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,165 | $289.8K | 0.05% | +16+0.4% | Added |
| Country Trust Bank | 4,171 | $290.2K | 0.01% | −4,015−49.0% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $292.0K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,223 | $293.8K | 0.05% | +4,223 | New |
| 1st Source Bank | 4,236 | $294.7K | 0.02% | +25+0.6% | Added |
| Pinnacle Bancorp, Inc. | 4,258 | $296.3K | 0.11% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,272 | $297.3K | 0.07% | −47−1.1% | Reduced |
| Thomas Story & Son LLC | 4,300 | $299.0K | 0.14% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,304 | $299.5K | 0.00% | +3+0.1% | Added |
| Ausdal Financial Partners, Inc. | 4,312 | $300.0K | 0.04% | −1,538−26.3% | Reduced |
| Hoylecohen, LLC | 4,315 | $300.2K | 0.03% | −80−1.8% | Reduced |
| Kenfarb & Co. | 4,345 | $302.3K | 0.27% | 00.0% | Unchanged |
| Sabal Trust CO | 4,360 | $303.4K | 0.02% | +357+8.9% | Added |
| Rehmann Capital Advisory Group | 4,364 | $303.7K | 0.03% | +91+2.1% | Added |
| TownSquare Capital, LLC | 4,379 | $304.7K | 0.01% | +781+21.7% | Added |
| Cornerstone Advisory, LLC | 4,395 | $305.8K | 0.06% | −115−2.5% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,408 | $306.7K | 0.04% | −844−16.1% | Reduced |
| MBA Advisors LLC | 4,412 | $307.0K | 0.19% | 00.0% | Unchanged |
| Investment House LLC | 4,414 | $307.2K | 0.03% | +3+0.1% | Added |
| Mission Wealth Management, LP | 4,430 | $308.2K | 0.01% | +379+9.4% | Added |
| Round Rock Advisors, LLC | 4,446 | $309.3K | 0.12% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,448 | $309.5K | 0.13% | −225−4.8% | Reduced |
| Financial Management Professionals, Inc. | 4,454 | $310.0K | 0.06% | +222+5.2% | Added |
| Williams Jones Wealth Management, LLC. | 4,466 | $310.7K | 0.00% | −469−9.5% | Reduced |
| Krane Funds Advisors LLC | 4,328 | $311.0K | 0.01% | −3,769−46.5% | Reduced |
| Byrne Asset Management LLC | 4,475 | $311.0K | 0.22% | −139−3.0% | Reduced |
| Independence Bank of Kentucky | 4,475 | $311.4K | 0.14% | −75−1.6% | Reduced |
| Cannon Financial Strategists, Inc. | 4,480 | $311.7K | 0.11% | +4,480 | New |
| McGowan Group Asset Management, Inc. | 4,482 | $311.9K | 0.05% | +46+1.0% | Added |
| Hanson & Doremus Investment Management | 4,491 | $312.0K | 0.07% | −184−3.9% | Reduced |
| Golden State Equity Partners | 4,502 | $313.2K | 0.17% | +4,502 | New |
| Smith Anglin Financial, LLC | 4,505 | $313.4K | 0.05% | +6+0.1% | Added |
| TCG Advisory Services, LLC | 4,513 | $314.0K | 0.07% | +4,513 | New |
| Searle & Co. | 4,276 | $314.5K | 0.10% | −824−16.2% | Reduced |
| Triad Financial Advisors, Inc. | 4,525 | $314.9K | 0.14% | −99−2.1% | Reduced |
| Tranquility Partners, LLC | 4,528 | $315.1K | 0.15% | +144+3.3% | Added |
| Bedel Financial Consulting, Inc. | 4,529 | $315.1K | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,529 | $315.2K | 0.06% | +10.0% | Added |
| Advisor Resource Council | 4,388 | $315.2K | 0.08% | +4,388 | New |
| Willis Johnson & Associates, Inc. | 4,542 | $316.0K | 0.04% | +379+9.1% | Added |
| Hummer Financial Advisory Services Inc | 4,550 | $316.6K | 0.34% | +150+3.4% | Added |
| Douglass Winthrop Advisors, LLC | 4,550 | $317.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,556 | $317.0K | 0.03% | −1,253−21.6% | Reduced |
| Mirador Capital Partners LP | 4,559 | $317.2K | 0.08% | +106+2.4% | Added |
| Fundamentun, LLC | 4,575 | $318.4K | 0.05% | +673+17.2% | Added |
| Southland Equity Partners LLC | 4,576 | $318.4K | 0.13% | +133+3.0% | Added |
| Stiles Financial Services Inc | 4,577 | $318.5K | 0.17% | +41+0.9% | Added |
| Capital Investment Counsel, Inc | 4,580 | $318.7K | 0.07% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,581 | $318.7K | 0.28% | +4,581 | New |
| Two Sigma Securities, LLC | 4,583 | $318.9K | 0.03% | +1,327+40.8% | Added |
| Legacy Financial Advisors, Inc. | 4,592 | $319.5K | 0.07% | −118−2.5% | Reduced |
| Violich Capital Management, Inc. | 4,595 | $320.0K | 0.05% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,610 | $320.8K | 0.04% | −80−1.7% | Reduced |
| Wela Strategies, Inc. | 4,620 | $321.5K | 0.17% | +14+0.3% | Added |
| JB Capital LLC | 4,627 | $321.9K | 0.03% | +312+7.2% | Added |
| Glen Eagle Advisors, LLC | 4,637 | $322.7K | 0.08% | −790−14.6% | Reduced |
| Morris Financial Concepts, Inc. | 4,647 | $323.3K | 0.23% | −243−5.0% | Reduced |
| KC Investment Advisors, LLC | 4,659 | $324.0K | 0.30% | +797+20.6% | Added |
| WMG Financial Advisors, LLC | 2,834 | $324.0K | 0.27% | −2,227−44.0% | Reduced |
| Cypress Capital Group | 4,662 | $324.4K | 0.05% | −150−3.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,664 | $324.5K | 0.28% | −200−4.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,664 | $324.5K | 0.01% | +154+3.4% | Added |
| Elmwood Wealth Management, Inc. | 4,693 | $326.5K | 0.15% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,699 | $326.9K | 0.13% | −200−4.1% | Reduced |
| Boston Research & Management Inc | 4,710 | $327.0K | 0.10% | −63−1.3% | Reduced |
| Seelaus Asset Management LLC | 4,513 | $328.0K | 0.25% | −97−2.1% | Reduced |
| RNC Capital Management LLC | 4,707 | $328.0K | 0.02% | +1,295+38.0% | Added |
| Redwood Financial Network Corp | 4,721 | $328.5K | 0.33% | +17+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 4,722 | $328.6K | 0.17% | +227+5.1% | Added |
| Royal Fund Management, LLC | 4,730 | $329.1K | 0.05% | +26+0.6% | Added |
| Glassman Wealth Services | 4,745 | $330.2K | 0.06% | −345−6.8% | Reduced |
| Domani Wealth, LLC | 4,752 | $330.6K | 0.08% | −333−6.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,765 | $331.6K | 0.03% | +950+24.9% | Added |
| Gateway Investment Advisers LLC | 4,778 | $332.5K | 0.00% | −18,663−79.6% | Reduced |
| Triton Wealth Management, PLLC | 4,691 | $332.7K | 0.20% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 4,787 | $333.1K | 0.03% | −186−3.7% | Reduced |