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 5 sales; 2,371 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 | 2,371 | $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 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 4,801 | $334.1K | 0.05% | +1,967+69.4% | Added |
| TCI Wealth Advisors, Inc. | 4,818 | $335.2K | 0.04% | +10.0% | Added |
| BEAM Asset Management, LLC | 4,821 | $335.5K | 0.34% | −16−0.3% | Reduced |
| Jones Financial Companies LLLP | 4,832 | $336.2K | 0.00% | +374+8.4% | Added |
| Platform Technology Partners | 4,835 | $336.4K | 0.17% | +207+4.5% | Added |
| Castleview Partners, LLC | 4,841 | $336.8K | 0.30% | −3,571−42.5% | Reduced |
| Bridges Investment Management Inc | 4,850 | $337.5K | 0.01% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,867 | $338.6K | 0.26% | +166+3.5% | Added |
| Daymark Wealth Partners, LLC | 4,877 | $339.3K | 0.05% | +874+21.8% | Added |
| Cornercap Investment Counsel Inc | 4,889 | $340.2K | 0.06% | −2,266−31.7% | Reduced |
| Financial Advisory Service, Inc. | 4,894 | $340.5K | 0.04% | −952−16.3% | Reduced |
| SNS Financial Group, LLC | 4,901 | $341.0K | 0.04% | −181−3.6% | Reduced |
| CMG Global Holdings, LLC | 4,902 | $341.1K | 0.31% | +22+0.5% | Added |
| Wealthstar Advisors, LLC | 4,914 | $341.9K | 0.15% | +10.0% | Added |
| Keebeck Wealth Management, LLC | 4,924 | $342.6K | 0.06% | −1,319−21.1% | Reduced |
| Rossmore Private Capital | 4,937 | $343.5K | 0.05% | +418+9.2% | Added |
| AMG National Trust Bank | 4,950 | $344.4K | 0.01% | +1,000+25.3% | Added |
| Breakwater Capital Group | 4,951 | $344.5K | 0.14% | +125+2.6% | Added |
| Altfest L J & Co Inc | 4,968 | $346.0K | 0.05% | +8+0.2% | Added |
| Meridian Financial, LLC | 4,976 | $346.3K | 0.34% | +1,695+51.7% | Added |
| Connolly Sarah T. | 5,000 | $347.9K | 0.22% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,000 | $347.9K | 0.31% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 5,015 | $348.9K | 0.01% | +5,015 | New |
| Pinnacle West Asset Management, Inc. | 5,025 | $350.0K | 0.37% | +5,025 | New |
| WealthTrust Axiom LLC | 5,037 | $350.5K | 0.12% | 00.0% | Unchanged |
| SFMG, LLC | 5,047 | $351.2K | 0.04% | +269+5.6% | Added |
| Mairs & Power Inc | 5,060 | $352.1K | 0.00% | +1,560+44.6% | Added |
| Asset Management Resources, LLC | 5,069 | $352.7K | 0.22% | +5,069 | New |
| TruWealth Advisors, LLC | 5,080 | $353.5K | 0.03% | +1,353+36.3% | Added |
| PBMares Wealth Management LLC | 5,096 | $354.5K | 0.13% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 5,100 | $354.9K | 0.20% | +300+6.3% | Added |
| Cutter & CO Brokerage, Inc. | 5,104 | $355.2K | 0.11% | +21+0.4% | Added |
| Great Lakes Advisors, LLC | 5,108 | $355.4K | 0.00% | −1,755−25.6% | Reduced |
| Campion Asset Management LLC | 5,115 | $355.9K | 0.34% | 00.0% | Unchanged |
| Trust Co of Virginia | 5,126 | $356.7K | 0.04% | −7,390−59.0% | Reduced |
| Hartline Investment Corp | 5,126 | $356.7K | 0.07% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,139 | $357.6K | 0.40% | +6+0.1% | Added |
| Sterling Manor Financial, LLC | 5,152 | $358.5K | 0.35% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,179 | $360.3K | 0.24% | +4+0.1% | Added |
| Eastover Investment Advisors LLC | 5,185 | $360.8K | 0.20% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 5,190 | $361.1K | 0.02% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 5,194 | $361.4K | 0.11% | +2,000+62.6% | Added |
| Auxano Advisors, LLC | 5,200 | $361.8K | 0.14% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,211 | $362.6K | 0.12% | −64−1.2% | Reduced |
| Cim Investment Mangement Inc | 5,214 | $362.8K | 0.13% | +5,214 | New |
| Davis Investment Partners, LLC | 5,216 | $363.2K | 0.19% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,229 | $363.8K | 0.10% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,234 | $364.2K | 0.02% | +341+7.0% | Added |
| REDW Wealth LLC | 5,236 | $364.3K | 0.12% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 5,241 | $365.0K | 0.03% | +21+0.4% | Added |
| Lebenthal Global Advisors, LLC | 5,251 | $365.4K | 0.11% | −150−2.8% | Reduced |
| Vise Technologies, Inc. | 5,260 | $366.0K | 0.10% | +957+22.2% | Added |
| Donald L. Hagan, LLC | 5,262 | $366.1K | 0.20% | 00.0% | Unchanged |
| Courier Capital LLC | 5,277 | $367.2K | 0.04% | −52−1.0% | Reduced |
| Affinity Wealth Management LLC | 5,287 | $367.9K | 0.09% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 5,298 | $368.6K | 0.01% | +1,223+30.0% | Added |
| Private Capital Advisors, Inc. | 5,300 | $369.0K | 0.07% | 00.0% | Unchanged |
| apricus wealth, LLC | 5,325 | $370.5K | 0.34% | +1,100+26.0% | Added |
| Marcum Wealth, LLC | 5,327 | $370.7K | 0.05% | +145+2.8% | Added |
| Sandbox Financial Partners, LLC | 5,333 | $371.1K | 0.22% | −122−2.2% | Reduced |
| Zhang Financial LLC | 5,337 | $371.3K | 0.04% | −43−0.8% | Reduced |
| Empowered Funds, LLC | 5,349 | $372.2K | 0.02% | +1,640+44.2% | Added |
| Summit Financial Wealth Advisors, LLC | 5,350 | $372.3K | 0.09% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,371 | $373.7K | 0.13% | +44+0.8% | Added |
| Beaumont Asset Management, L.L.C. | 5,372 | $373.8K | 0.27% | −22−0.4% | Reduced |
| Register Financial Advisors LLC | 5,376 | $374.0K | 0.29% | +1,000+22.9% | Added |
| AlphaStar Capital Management, LLC | 5,241 | $374.3K | 0.03% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,400 | $375.7K | 0.15% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,402 | $375.9K | 0.09% | −248−4.4% | Reduced |
| Angeles Investment Advisors, LLC | 5,408 | $376.3K | 0.03% | +818+17.8% | Added |
| Hall Capital Management Co Inc | 5,409 | $376.4K | 0.22% | +333+6.6% | Added |
| Financial Architects, Inc | 5,414 | $376.7K | 0.06% | −1,770−24.6% | Reduced |
| First National Bank & Trust Co of Newtown | 5,423 | $377.3K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,443 | $378.8K | 0.01% | +788+16.9% | Added |
| 9258 Wealth Management, LLC | 5,476 | $381.0K | 0.08% | +1,218+28.6% | Added |
| Fusion Capital, LLC | 5,479 | $381.1K | 0.22% | +375+7.3% | Added |
| Waldron Private Wealth LLC | 5,480 | $381.3K | 0.02% | −159−2.8% | Reduced |
| O'Brien Greene & Co. Inc | 5,488 | $382.0K | 0.14% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 5,497 | $382.5K | 0.06% | +50+0.9% | Added |
| Keystone Financial Planning, Inc. | 5,508 | $383.2K | 0.13% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,516 | $383.8K | 0.09% | +6+0.1% | Added |
| KG&L Capital Management,LLC | 5,521 | $384.2K | 0.20% | −411−6.9% | Reduced |
| Goodwin Daniel L | 5,545 | $385.8K | 0.20% | −100−1.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,545 | $385.8K | 0.05% | +947+20.6% | Added |
| Flaharty Asset Management, LLC | 5,550 | $386.2K | 0.07% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 5,585 | $388.7K | 0.10% | +445+8.7% | Added |
| Gateway Wealth Partners, LLC | 5,598 | $389.5K | 0.06% | −496−8.1% | Reduced |
| O'Rourke & Company, Inc | 5,612 | $390.0K | 0.30% | +5+0.1% | Added |
| PFG Investments, LLC | 5,626 | $391.4K | 0.08% | +5,626 | New |
| Ostrum Asset Management | 5,635 | $392.1K | 0.03% | +5,635 | New |
| Sigma Investment Counselors Inc | 5,640 | $392.4K | 0.03% | +622+12.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,641 | $392.5K | 0.00% | −62,631−91.7% | Reduced |
| Klingman & Associates, LLC | 5,643 | $392.6K | 0.03% | −10.0% | Reduced |
| RB Capital Management, LLC | 5,647 | $392.9K | 0.13% | +510+9.9% | Added |
| Arden Trust Co | 5,644 | $393.0K | 0.07% | +139+2.5% | Added |
| Red Wave Investments LLC | 5,651 | $393.2K | 0.16% | +178+3.3% | Added |
| Bremer Bank National Association | 5,657 | $393.6K | 0.08% | −300−5.0% | Reduced |
| Resources Management Corp | 12,375 | $395.0K | 0.08% | −370−2.9% | Reduced |
| Carroll Investors, Inc | 5,692 | $395.5K | 0.32% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,721 | $398.1K | 0.12% | 00.0% | Unchanged |