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 |
|---|---|---|---|---|---|
| Greylin Investment Mangement Inc | 5,725 | $398.3K | 0.07% | +5,725 | New |
| Salomon & Ludwin, LLC | 5,726 | $398.4K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,744 | $399.7K | 0.01% | −59−1.0% | Reduced |
| Koss-Olinger Consulting, LLC | 5,758 | $401.0K | 0.05% | +2,091+57.0% | Added |
| Independent Financial Group, LLC | 5,801 | $403.6K | 0.03% | −59−1.0% | Reduced |
| BOS Asset Management, LLC | 5,861 | $407.8K | 0.34% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,863 | $408.0K | 0.11% | +29+0.5% | Added |
| Abound Wealth Management | 5,891 | $409.9K | 0.18% | +42+0.7% | Added |
| Gratus Capital LLC | 5,953 | $414.2K | 0.03% | +147+2.5% | Added |
| Flputnam Investment Management Co | 5,973 | $415.6K | 0.01% | +2,600+77.1% | Added |
| Schulhoff & Co Inc | 6,000 | $417.5K | 0.19% | 00.0% | Unchanged |
| Doliver Advisors, LP | 6,000 | $417.5K | 0.13% | +2,000+50.0% | Added |
| Girard Partners Ltd. | 6,007 | $418.0K | 0.05% | −628−9.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,009 | $418.1K | 0.05% | −1,460−19.5% | Reduced |
| AIA Group Ltd | 6,012 | $418.3K | 0.02% | −1,152−16.1% | Reduced |
| Formidable Asset Management, LLC | 6,075 | $419.0K | 0.09% | 00.0% | Unchanged |
| Scotia Capital Inc. | 6,030 | $419.6K | 0.00% | −639−9.6% | Reduced |
| Cranbrook Wealth Management, LLC | 6,036 | $420.0K | 0.12% | +760+14.4% | Added |
| Schmidt P J Investment Management Inc | 5,715 | $420.1K | 0.09% | +160+2.9% | Added |
| Davy Global Fund Management Ltd | 6,054 | $421.2K | 0.08% | 00.0% | Unchanged |
| Baker Boyer National Bank | 6,084 | $423.3K | 0.16% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 5,870 | $425.3K | 0.38% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,123 | $426.0K | 0.13% | +380+6.6% | Added |
| Prosperity Financial Group, Inc. | 6,129 | $426.5K | 0.43% | +5+0.1% | Added |
| Fee-Only Financial Planning, L.C. | 6,150 | $427.9K | 0.35% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,992 | $428.4K | 0.32% | −549−8.4% | Reduced |
| STAR Financial Bank | 6,172 | $429.4K | 0.42% | +30+0.5% | Added |
| Marble Harbor Investment Counsel, LLC | 6,191 | $430.8K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 6,189 | $431.0K | 0.04% | +502+8.8% | Added |
| Westwood Holdings Group Inc. | 6,191 | $431.0K | 0.00% | +6,191 | New |
| Cambridge Trust Co | 6,195 | $431.0K | 0.02% | −2,670−30.1% | Reduced |
| BCR Wealth Strategies, LLC | 6,241 | $434.0K | 0.35% | +10+0.2% | Added |
| Verus Financial Partners, Inc. | 5,850 | $434.4K | 0.06% | 00.0% | Unchanged |
| Congress Asset Management Co | 6,265 | $435.9K | 0.00% | −5,875−48.4% | Reduced |
| Continuum Advisory, LLC | 6,269 | $436.2K | 0.07% | +29+0.5% | Added |
| Aldebaran Financial Inc. | 6,292 | $437.8K | 0.59% | −175−2.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,292 | $437.8K | 0.02% | +6,292 | New |
| Shulman DeMeo Asset Management LLC | 6,302 | $438.5K | 0.14% | −39−0.6% | Reduced |
| Novare Capital Management LLC | 6,311 | $439.1K | 0.05% | −269−4.1% | Reduced |
| Telemus Capital, LLC | 6,313 | $439.3K | 0.04% | −940−13.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,318 | $439.6K | 0.09% | −516−7.6% | Reduced |
| BLB&B Advisors, LLC | 6,332 | $440.6K | 0.03% | −93−1.4% | Reduced |
| Summit Trail Advisors, LLC | 6,348 | $441.7K | 0.02% | +22+0.3% | Added |
| Montecito Bank & Trust | 6,362 | $442.7K | 0.11% | −2,218−25.9% | Reduced |
| Thoroughbred Financial Services, LLC | 6,376 | $443.0K | 0.07% | −18−0.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,378 | $443.8K | 0.28% | +703+12.4% | Added |
| Cornerstone Wealth Management, LLC | 6,403 | $445.5K | 0.04% | +6,403 | New |
| Banque Pictet & Cie SA | 6,408 | $445.9K | 0.00% | −4,589−41.7% | Reduced |
| Renasant Bank | 6,457 | $449.3K | 0.35% | +33+0.5% | Added |
| Berger Financial Group, Inc | 6,473 | $450.4K | 0.05% | −62−0.9% | Reduced |
| NFP Retirement, Inc. | 6,482 | $451.0K | 0.09% | −14−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 6,507 | $452.8K | 0.04% | +3,484+115.2% | Added |
| Acorn Financial Advisory Services Inc | 6,513 | $453.2K | 0.09% | +619+10.5% | Added |
| Sittner & Nelson, LLC | 6,517 | $453.4K | 0.26% | +30.0% | Added |
| IVC Wealth Advisors LLC | 6,523 | $453.9K | 0.32% | −867−11.7% | Reduced |
| Graypoint LLC | 6,532 | $454.5K | 0.05% | +2,364+56.7% | Added |
| Tradewinds, LLC. | 6,533 | $454.6K | 0.28% | +6,533 | New |
| Cross Staff Investments Inc | 6,535 | $454.7K | 0.45% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,540 | $455.1K | 0.12% | +1,388+26.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,542 | $455.2K | 0.14% | −78−1.2% | Reduced |
| LCNB Corp | 6,568 | $457.0K | 0.21% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,600 | $459.2K | 0.04% | +3,300+100.0% | Added |
| Investment Management of Virginia LLC | 6,627 | $461.1K | 0.09% | −60−0.9% | Reduced |
| Trinity Financial Advisors LLC | 6,684 | $465.1K | 0.28% | +6,684 | New |
| Constitution Capital LLC | 6,694 | $465.8K | 0.28% | +700+11.7% | Added |
| Kowal Investment Group, LLC | 6,700 | $466.2K | 0.13% | +964+16.8% | Added |
| Ballew Advisors, Inc | 6,715 | $469.2K | 0.34% | −374−5.3% | Reduced |
| Accredited Investors Inc. | 6,756 | $470.1K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6,785 | $472.1K | 0.03% | +2,733+67.4% | Added |
| Marietta Wealth Management, LLC | 6,817 | $474.3K | 0.10% | −75−1.1% | Reduced |
| Northwest Bancshares, Inc. | 6,822 | $474.7K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6,825 | $474.9K | 0.13% | +496+7.8% | Added |
| Builder Investment Group Inc | 6,829 | $475.2K | 0.21% | −563−7.6% | Reduced |
| Stokes Capital Advisors, LLC | 6,849 | $476.6K | 0.16% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,856 | $477.0K | 0.03% | −14,308−67.6% | Reduced |
| City State Bank | 6,858 | $477.0K | 0.27% | −102−1.5% | Reduced |
| Brady Family Wealth, LLC | 6,885 | $479.1K | 0.19% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,890 | $479.4K | 0.12% | 00.0% | Unchanged |
| Charter Trust Co | 6,893 | $479.6K | 0.04% | −422−5.8% | Reduced |
| Clear Creek Financial Management, LLC | 6,896 | $479.8K | 0.09% | +506+7.9% | Added |
| Xcel Wealth Management, LLC | 6,902 | $480.2K | 0.17% | +625+10.0% | Added |
| Wealth Alliance Advisory Group, LLC | 6,911 | $480.9K | 0.18% | 00.0% | Unchanged |
| CX Institutional | 6,963 | $481.4K | 0.03% | +821+13.4% | Added |
| Alpha Cubed Investments, LLC | 6,954 | $483.9K | 0.04% | −623−8.2% | Reduced |
| 1620 Investment Advisors, Inc. | 6,963 | $484.5K | 0.58% | +21+0.3% | Added |
| Delta Financial Group, Inc. | 7,005 | $487.0K | 0.19% | +261+3.9% | Added |
| Concord Asset Management, LLC | 7,003 | $487.3K | 0.20% | +7,003 | New |
| Horizon Investments, LLC | 7,090 | $488.7K | 0.01% | −2,405−25.3% | Reduced |
| Van Hulzen Asset Management, LLC | 7,033 | $489.0K | 0.05% | +375+5.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,035 | $489.5K | 0.24% | −67−0.9% | Reduced |
| Moseley Investment Management Inc | 7,049 | $490.5K | 0.32% | +311+4.6% | Added |
| Cozad Asset Management Inc | 7,056 | $491.0K | 0.06% | +14+0.2% | Added |
| Summit Asset Management, LLC | 7,065 | $491.6K | 0.14% | +18+0.3% | Added |
| Perpetual Ltd | 7,084 | $492.9K | 0.00% | +7,084 | New |
| Woodward Diversified Capital, LLC | 7,086 | $493.1K | 0.39% | +51+0.7% | Added |
| Sentry LLC | 7,091 | $493.4K | 0.12% | +7,091 | New |
| Armstrong Advisory Group, Inc | 7,103 | $494.2K | 0.06% | +300+4.4% | Added |
| Haverford Trust Co | 7,125 | $495.8K | 0.01% | +584+8.9% | Added |
| David J Yvars Group | 7,134 | $496.4K | 0.45% | +105+1.5% | Added |
| Principal Street Partners, LLC | 7,155 | $497.8K | 0.13% | −25−0.3% | Reduced |