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 |
|---|---|---|---|---|---|
| Wells Trecaso Financial Group, LLC | 9,055 | $630.0K | 0.29% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 9,055 | $630.0K | 0.09% | +430+5.0% | Added |
| Eagle Strategies LLC | 9,111 | $634.0K | 0.16% | +30.0% | Added |
| Gilbert & Cook, Inc. | 9,142 | $636.1K | 0.11% | +124+1.4% | Added |
| M Holdings Securities, Inc. | 9,270 | $641.0K | 0.07% | −15−0.2% | Reduced |
| Roberts Glore & Co Inc | 9,214 | $641.1K | 0.21% | −100−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 9,254 | $643.9K | 0.02% | +325+3.6% | Added |
| Burke & Herbert Bank & Trust Co | 9,262 | $644.5K | 0.47% | −270−2.8% | Reduced |
| Parallel Advisors, LLC | 9,272 | $645.2K | 0.02% | +2,240+31.9% | Added |
| Acorn Wealth Advisors, LLC | 9,343 | $650.1K | 0.48% | +85+0.9% | Added |
| Eudaimonia Partners, LLC | 9,386 | $653.1K | 0.16% | −1,619−14.7% | Reduced |
| Blueshift Asset Management, LLC | 9,390 | $653.4K | 0.27% | +9,390 | New |
| PFG Advisors | 9,396 | $653.7K | 0.05% | +2,575+37.8% | Added |
| Cooper Financial Group | 9,405 | $654.4K | 0.18% | −1,425−13.2% | Reduced |
| NorthRock Partners, LLC | 9,423 | $655.6K | 0.07% | −358−3.7% | Reduced |
| Benin Management CORP | 9,462 | $658.4K | 0.25% | 00.0% | Unchanged |
| Balboa Wealth Partners | 9,512 | $661.8K | 0.25% | +38+0.4% | Added |
| Wintrust Investments LLC | 9,521 | $662.0K | 0.08% | +4,908+106.4% | Added |
| Cape Investment Advisory, Inc. | 9,532 | $663.2K | 0.40% | +9,532 | New |
| Peak Planning Group, LLC | 9,560 | $665.2K | 0.54% | −337−3.4% | Reduced |
| First Hawaiian Bank | 9,623 | $669.6K | 0.02% | +31+0.3% | Added |
| Simplicity Wealth,LLC | 9,637 | $670.5K | 0.45% | −20−0.2% | Reduced |
| Retirement Financial Solutions, LLC | 9,642 | $670.9K | 0.53% | +7,509+352.0% | Added |
| First Dallas Securities Inc. | 9,640 | $671.0K | 0.40% | −556−5.5% | Reduced |
| Linscomb & Williams, Inc. | 9,678 | $673.4K | 0.04% | −569−5.6% | Reduced |
| Symphony Financial, Ltd. Co. | 9,763 | $674.3K | 0.17% | −620−6.0% | Reduced |
| St. Johns Investment Management Company, LLC | 9,735 | $677.4K | 0.39% | −158−1.6% | Reduced |
| Intrua Financial, LLC | 9,253 | $678.7K | 0.14% | +1,056+12.9% | Added |
| Journey Advisory Group, LLC | 9,758 | $679.0K | 0.11% | +232+2.4% | Added |
| Ancora Advisors, LLC | 9,818 | $683.1K | 0.02% | −100−1.0% | Reduced |
| Beaumont Financial Advisors, LLC | 9,840 | $684.7K | 0.07% | −171−1.7% | Reduced |
| Franklin Street Advisors Inc | 9,863 | $686.0K | 0.06% | −114−1.1% | Reduced |
| Monetary Management Group Inc | 9,876 | $687.2K | 0.20% | −500−4.8% | Reduced |
| Silver Oak Securities, Inc | 9,955 | $693.0K | 0.11% | +639+6.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,015 | $696.8K | 0.11% | +10.0% | Added |
| Bartlett & Co. Wealth Management LLC | 10,027 | $697.6K | 0.01% | +16+0.2% | Added |
| Bartlett & Co. LLC | 10,027 | $698.0K | 0.01% | +16+0.2% | Added |
| Laidlaw Wealth Management LLC | 10,045 | $698.9K | 0.14% | −4,324−30.1% | Reduced |
| Epoch Investment Partners, Inc. | 10,054 | $699.6K | 0.00% | −8,909−47.0% | Reduced |
| Assetmark, Inc | 10,110 | $703.5K | 0.00% | +5,650+126.7% | Added |
| Arrow Financial Corp | 10,140 | $705.5K | 0.09% | −89−0.9% | Reduced |
| Qtron Investments LLC | 10,178 | $708.2K | 0.15% | −1,249−10.9% | Reduced |
| Bessemer Group Inc | 10,203 | $709.0K | 0.00% | −2,297−18.4% | Reduced |
| EPG Wealth Management LLC | 10,194 | $709.3K | 0.22% | +374+3.8% | Added |
| Atlantic Union Bankshares Corp | 10,201 | $709.8K | 0.07% | −787−7.2% | Reduced |
| North Star Investment Management Corp. | 10,253 | $713.4K | 0.06% | +11+0.1% | Added |
| Wrapmanager Inc | 10,275 | $715.0K | 0.22% | +678+7.1% | Added |
| Capital Asset Advisory Services LLC | 10,282 | $715.4K | 0.05% | −322−3.0% | Reduced |
| Sunbelt Securities, Inc. | 10,373 | $716.4K | 0.12% | +403+4.0% | Added |
| Cornerstone Management, Inc. | 10,335 | $719.1K | 0.19% | +20.0% | Added |
| RFP Financial Group LLC | 10,358 | $720.7K | 0.83% | −12,109−53.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,359 | $720.8K | 0.06% | −8,965−46.4% | Reduced |
| Ritholtz Wealth Management | 10,382 | $722.4K | 0.04% | −766−6.9% | Reduced |
| Summit Financial Group Inc | 10,434 | $726.0K | 0.29% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 10,435 | $726.1K | 0.02% | +6,293+151.9% | Added |
| First National Corp | 10,436 | $726.1K | 0.17% | −42−0.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 10,462 | $728.0K | 0.10% | −15,616−59.9% | Reduced |
| Valley Brook Capital Group | 10,463 | $728.0K | 0.67% | +996+10.5% | Added |
| Quadrant Capital Group LLC | 10,530 | $732.7K | 0.08% | +4,222+66.9% | Added |
| Vident Investment Advisory, LLC | 10,533 | $732.9K | 0.02% | +1,147+12.2% | Added |
| Jackson Thornton Asset Management, LLC | 10,594 | $737.1K | 0.17% | +14+0.1% | Added |
| Archford Capital Strategies, LLC | 10,310 | $737.2K | 0.15% | +10+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 10,595 | $737.2K | 0.28% | −388−3.5% | Reduced |
| LVZ Advisors, Inc. | 10,607 | $738.0K | 0.11% | +3,958+59.5% | Added |
| Jeppson Wealth Management, LLC | 10,651 | $741.1K | 0.32% | +140+1.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,748 | $747.8K | 0.21% | −29−0.3% | Reduced |
| Catalyst Wealth Management, LLC | 10,754 | $748.3K | 0.70% | +2,715+33.8% | Added |
| BIP Wealth, LLC | 10,758 | $748.6K | 0.08% | +10,758 | New |
| Sunburst Financial Group, LLC | 10,809 | $752.1K | 0.28% | −23−0.2% | Reduced |
| Centre Asset Management, LLC | 10,826 | $753.0K | 0.18% | −269−2.4% | Reduced |
| Cobblestone Capital Advisors LLC | 10,847 | $754.7K | 0.06% | +1,734+19.0% | Added |
| Firethorn Wealth Partners, LLC | 10,188 | $754.8K | 0.59% | +157+1.6% | Added |
| Chesley Taft & Associates LLC | 10,852 | $755.1K | 0.05% | +164+1.5% | Added |
| Financial Advocates Investment Management | 10,886 | $757.5K | 0.06% | +16+0.1% | Added |
| Detalus Advisors, LLC | 10,924 | $760.1K | 0.36% | −284−2.5% | Reduced |
| Excalibur Management Corp | 11,049 | $768.8K | 0.40% | −35−0.3% | Reduced |
| Park National Corp | 11,052 | $769.0K | 0.03% | +83+0.8% | Added |
| Valeo Financial Advisors, LLC | 11,096 | $772.0K | 0.04% | +278+2.6% | Added |
| Connectus Wealth, LLC | 11,099 | $772.7K | 0.02% | +1,274+13.0% | Added |
| Allred Capital Management, LLC | 11,142 | $775.3K | 0.41% | +259+2.4% | Added |
| Farmers Trust Co | 11,151 | $775.9K | 0.17% | −22−0.2% | Reduced |
| FDx Advisors, Inc. | 10,872 | $776.0K | 0.03% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 11,178 | $777.7K | 0.47% | +136+1.2% | Added |
| Nwam LLC | 11,183 | $778.2K | 0.08% | −203−1.8% | Reduced |
| Live Oak Investment Partners | – | $778.4K | 0.68% | – | – |
| Center For Asset Management LLC | 11,252 | $782.9K | 0.77% | +165+1.5% | Added |
| Aberdeen Wealth Management LLC | 11,309 | $786.9K | 0.59% | −245−2.1% | Reduced |
| Viawealth, LLC | 11,319 | $787.6K | 0.62% | 00.0% | Unchanged |
| Summit Global Investments | 11,339 | $789.0K | 0.06% | −15,109−57.1% | Reduced |
| Avantax Planning Partners, Inc. | 11,367 | $790.9K | 0.03% | +30.0% | Added |
| LMG Wealth Partners, LLC | 11,449 | $796.6K | 0.26% | +8,111+243.0% | Added |
| Nicollet Investment Management, Inc. | 11,461 | $797.0K | 0.41% | 00.0% | Unchanged |
| Intrust Bank NA | 11,504 | $800.4K | 0.10% | +1,065+10.2% | Added |
| Bahl & Gaynor Inc | 11,505 | $800.5K | 0.00% | −5,445−32.1% | Reduced |
| Mastrapasqua Asset Management Inc | 11,540 | $803.0K | 0.10% | +11,540 | New |
| Court Place Advisors, LLC | 11,552 | $803.8K | 0.29% | −1,200−9.4% | Reduced |
| Atlantic Trust, LLC | 11,560 | $804.3K | 0.26% | +50+0.4% | Added |
| Chicago Trust Co NA | 11,569 | $805.0K | 0.20% | −400−3.3% | Reduced |
| Plimoth Trust Co LLC | 11,572 | $805.2K | 0.25% | −200−1.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,597 | $806.9K | 0.29% | +13+0.1% | Added |