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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 7,199 | $500.9K | 0.24% | 00.0% | Unchanged |
| Element Wealth, LLC | 7,215 | $502.0K | 0.38% | −356−4.7% | Reduced |
| Moloney Securities Asset Management, LLC | 7,224 | $502.6K | 0.09% | +49+0.7% | Added |
| United Capital Management of KS, Inc. | 7,254 | $504.8K | 0.19% | +25+0.3% | Added |
| DFPG Investments, LLC | 7,286 | $507.0K | 0.05% | −70−1.0% | Reduced |
| Beacon Investment Advisors LLC | 7,291 | $507.3K | 0.37% | +414+6.0% | Added |
| Tradition Wealth Management, LLC | 7,301 | $508.0K | 0.06% | +22+0.3% | Added |
| Flagship Harbor Advisors, LLC | 7,303 | $508.1K | 0.05% | +1,126+18.2% | Added |
| Cohen Investment Advisors LLC | 7,334 | $510.3K | 0.40% | +199+2.8% | Added |
| Exencial Wealth Advisors, LLC | 7,340 | $510.7K | 0.03% | +309+4.4% | Added |
| Lumature Wealth Partners, LLC | 7,343 | $510.9K | 0.29% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,355 | $511.9K | 0.01% | −4,699−39.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 7,359 | $512.0K | 0.41% | +4,523+159.5% | Added |
| Wulff, Hansen & Co. | 7,363 | $512.3K | 0.58% | 00.0% | Unchanged |
| Mechanics Financial Corp | 7,368 | $512.7K | 0.30% | −742−9.1% | Reduced |
| Northstar Advisory Group, LLC | 7,415 | $515.9K | 0.39% | +149+2.1% | Added |
| Trust Co of Toledo NA | 7,419 | $516.2K | 0.09% | −370−4.8% | Reduced |
| Fidelis Capital Partners, LLC | 6,909 | $517.8K | 0.22% | +3,135+83.1% | Added |
| Lathrop Investment Management Corp | 7,452 | $518.0K | 0.11% | 00.0% | Unchanged |
| Summitry LLC | 7,450 | $518.4K | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,482 | $520.6K | 0.04% | +401+5.7% | Added |
| ISAM Funds (UK) Ltd | 7,485 | $520.8K | 0.66% | +7,485 | New |
| Advisors Capital Management, LLC | 7,494 | $521.0K | 0.01% | +1,067+16.6% | Added |
| Dorsey & Whitney Trust CO LLC | 7,490 | $521.2K | 0.05% | +1,360+22.2% | Added |
| Peninsula Asset Management Inc | 7,490 | $521.2K | 0.33% | 00.0% | Unchanged |
| Private Capital Management, LLC | 7,500 | $521.9K | 0.06% | +3,500+87.5% | Added |
| Firestone Capital Management | 7,524 | $523.5K | 0.19% | −195−2.5% | Reduced |
| Sentry Investment Management LLC | 7,530 | $524.0K | 0.22% | +1,786+31.1% | Added |
| Clearstead Advisors, LLC | 7,581 | $527.5K | 0.04% | +706+10.3% | Added |
| Chicago Capital, LLC | 7,608 | $529.4K | 0.03% | +1,333+21.2% | Added |
| Balentine LLC | 7,614 | $529.8K | 0.02% | −6,650−46.6% | Reduced |
| McLean Asset Management Corp | 7,621 | $530.2K | 0.22% | −77−1.0% | Reduced |
| JT Stratford LLC | 7,628 | $530.8K | 0.15% | +2,235+41.4% | Added |
| Infrastructure Capital Advisors, LLC | 7,635 | $531.2K | 0.10% | +7,635 | New |
| Beacon Investment Advisory Services, Inc. | 7,639 | $531.5K | 0.03% | +30.0% | Added |
| Wedmont Private Capital | 7,385 | $532.0K | 0.07% | +1,821+32.7% | Added |
| W Advisors, LLC | 7,727 | $537.6K | 0.44% | −105−1.3% | Reduced |
| CoreFirst Bank & Trust | 7,775 | $541.0K | 0.39% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 7,835 | $541.1K | 0.34% | +136+1.8% | Added |
| Optimum Investment Advisors | 7,836 | $545.2K | 0.29% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 7,880 | $548.3K | 0.55% | 00.0% | Unchanged |
| Essex Savings Bank | 7,914 | $550.7K | 0.19% | +50+0.6% | Added |
| Bath Savings Trust Co | 7,938 | $552.3K | 0.07% | +511+6.9% | Added |
| Baldwin Brothers Inc | 7,954 | $553.4K | 0.05% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,975 | $554.9K | 0.10% | +1,700+27.1% | Added |
| Silvercrest Asset Management Group LLC | 7,981 | $555.3K | 0.00% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 8,003 | $556.8K | 0.08% | +15+0.2% | Added |
| Ahrens Investment Partners LLC | 8,023 | $558.3K | 0.28% | +9+0.1% | Added |
| Gables Capital Management Inc. | 8,031 | $558.8K | 0.39% | 00.0% | Unchanged |
| Kennedy Investment Group | 8,081 | $562.3K | 0.34% | +968+13.6% | Added |
| Chicago Partners Investment Group LLC | 7,589 | $562.3K | 0.03% | +1,793+30.9% | Added |
| Ameritas Advisory Services, LLC | 7,949 | $565.4K | 0.03% | −1,575−16.5% | Reduced |
| Conning Inc. | 8,136 | $566.1K | 0.02% | −47−0.6% | Reduced |
| Cornerstone Wealth Group, LLC | 8,171 | $568.5K | 0.10% | −65−0.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,180 | $569.2K | 0.09% | +926+12.8% | Added |
| V Wealth Advisors LLC | 8,188 | $569.8K | 0.11% | −493−5.7% | Reduced |
| Archer Investment Corp | 8,800 | $570.6K | 0.21% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 8,262 | $574.9K | 0.26% | +1,088+15.2% | Added |
| Evergreen Capital Management LLC | 8,351 | $581.1K | 0.03% | +3,881+86.8% | Added |
| Mendel Money Management | 8,353 | $581.2K | 0.31% | +37+0.4% | Added |
| First Command Bank | 8,370 | $582.4K | 0.06% | +400+5.0% | Added |
| First Command Financial Services, Inc. | 8,370 | $582.4K | 0.06% | +400+5.0% | Added |
| Schechter Investment Advisors, LLC | 8,374 | $582.7K | 0.05% | +595+7.6% | Added |
| Waterfront Wealth Inc. | 8,396 | $584.2K | 0.19% | +519+6.6% | Added |
| Beacon Financial Group | 8,126 | $585.0K | 0.08% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 8,433 | $586.8K | 0.00% | −31,089−78.7% | Reduced |
| FineMark National Bank & Trust | 8,462 | $588.8K | 0.03% | +425+5.3% | Added |
| Atlas Brown,Inc. | 8,466 | $589.0K | 0.27% | +53+0.6% | Added |
| Nations Financial Group Inc, | 8,477 | $589.9K | 0.06% | −84−1.0% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 8,501 | $591.5K | 0.68% | +3,374+65.8% | Added |
| XML Financial, LLC | 8,505 | $591.8K | 0.07% | +1,781+26.5% | Added |
| MJP Associates Inc | 8,513 | $592.3K | 0.18% | +542+6.8% | Added |
| CSM Advisors, LLC | 8,526 | $593.0K | 0.05% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 8,526 | $593.0K | 0.13% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,986 | $593.6K | 0.09% | +7,986 | New |
| Colonial Trust Advisors | 8,543 | $594.4K | 0.07% | +2,632+44.5% | Added |
| William Allan, LLC | 8,546 | $594.6K | 0.47% | +80+0.9% | Added |
| Asset Management Corp | 8,585 | $597.4K | 0.47% | +91+1.1% | Added |
| Evergreen Wealth Management, LLC | 8,616 | $599.5K | 0.53% | +28+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 8,618 | $599.6K | 0.23% | +814+10.4% | Added |
| Jackson Hole Capital Partners, LLC | 8,612 | $600.5K | 0.16% | −10−0.1% | Reduced |
| West Family Investments, Inc. | 8,640 | $601.2K | 0.24% | −1,047−10.8% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $605.2K | 0.06% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 8,745 | $608.5K | 0.25% | +10+0.1% | Added |
| First National Bank of South Miami | 8,756 | $609.2K | 0.49% | +676+8.4% | Added |
| Carmichael Hill & Associates, Inc. | 8,782 | $611.1K | 0.31% | +255+3.0% | Added |
| Benjamin Edwards Inc | 8,806 | $613.0K | 0.15% | −32,293−78.6% | Reduced |
| Americana Partners, LLC | 8,816 | $613.4K | 0.10% | +72+0.8% | Added |
| GPS Wealth Strategies Group, LLC | 8,854 | $616.0K | 0.13% | +8,854 | New |
| Caldwell Trust Co | 8,856 | $616.2K | 0.09% | −1,600−15.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 8,895 | $618.9K | 0.05% | −134−1.5% | Reduced |
| Welch & Forbes LLC | 8,932 | $621.5K | 0.01% | −395−4.2% | Reduced |
| Rodgers Brothers Inc. | 8,943 | $622.3K | 0.12% | +3,500+64.3% | Added |
| Insight Inv LLC | 8,955 | $623.1K | 0.67% | +40+0.4% | Added |
| WFA of San Diego, LLC | 8,960 | $623.4K | 0.65% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 8,975 | $624.5K | 0.31% | −3,213−26.4% | Reduced |
| Home Federal Bank of Tennessee | 8,990 | $625.5K | 0.23% | −250−2.7% | Reduced |
| Successful Portfolios LLC | 8,993 | $625.7K | 0.39% | −1,336−12.9% | Reduced |
| Fiduciary Trust Co | 9,034 | $628.6K | 0.01% | −609−6.3% | Reduced |
| Brighton Jones LLC | 9,045 | $629.4K | 0.04% | −117−1.3% | Reduced |