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; 2,371 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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 9,214 | $641.1K | 0.21% | −100−1.1% | Reduced |
| M Holdings Securities, Inc. | 9,270 | $641.0K | 0.07% | −15−0.2% | Reduced |
| Gilbert & Cook, Inc. | 9,142 | $636.1K | 0.11% | +124+1.4% | Added |
| Eagle Strategies LLC | 9,111 | $634.0K | 0.16% | +30.0% | Added |
| 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 |
| Brighton Jones LLC | 9,045 | $629.4K | 0.04% | −117−1.3% | Reduced |
| Fiduciary Trust Co | 9,034 | $628.6K | 0.01% | −609−6.3% | Reduced |
| Successful Portfolios LLC | 8,993 | $625.7K | 0.39% | −1,336−12.9% | Reduced |
| Home Federal Bank of Tennessee | 8,990 | $625.5K | 0.23% | −250−2.7% | Reduced |
| Juncture Wealth Strategies, LLC | 8,975 | $624.5K | 0.31% | −3,213−26.4% | Reduced |
| WFA of San Diego, LLC | 8,960 | $623.4K | 0.65% | 00.0% | Unchanged |
| Insight Inv LLC | 8,955 | $623.1K | 0.67% | +40+0.4% | Added |
| Rodgers Brothers Inc. | 8,943 | $622.3K | 0.12% | +3,500+64.3% | Added |
| Welch & Forbes LLC | 8,932 | $621.5K | 0.01% | −395−4.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 8,895 | $618.9K | 0.05% | −134−1.5% | Reduced |
| Caldwell Trust Co | 8,856 | $616.2K | 0.09% | −1,600−15.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,854 | $616.0K | 0.13% | +8,854 | New |
| Americana Partners, LLC | 8,816 | $613.4K | 0.10% | +72+0.8% | Added |
| Benjamin Edwards Inc | 8,806 | $613.0K | 0.15% | −32,293−78.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,782 | $611.1K | 0.31% | +255+3.0% | Added |
| First National Bank of South Miami | 8,756 | $609.2K | 0.49% | +676+8.4% | Added |
| Allegheny Financial Group LTD | 8,745 | $608.5K | 0.25% | +10+0.1% | Added |
| Howard Capital Management Group, LLC | 8,698 | $605.2K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 8,640 | $601.2K | 0.24% | −1,047−10.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,612 | $600.5K | 0.16% | −10−0.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,618 | $599.6K | 0.23% | +814+10.4% | Added |
| Evergreen Wealth Management, LLC | 8,616 | $599.5K | 0.53% | +28+0.3% | Added |
| Asset Management Corp | 8,585 | $597.4K | 0.47% | +91+1.1% | Added |
| William Allan, LLC | 8,546 | $594.6K | 0.47% | +80+0.9% | Added |
| Colonial Trust Advisors | 8,543 | $594.4K | 0.07% | +2,632+44.5% | Added |
| Pine Valley Investments Ltd Liability Co | 7,986 | $593.6K | 0.09% | +7,986 | New |
| 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 |
| MJP Associates Inc | 8,513 | $592.3K | 0.18% | +542+6.8% | Added |
| XML Financial, LLC | 8,505 | $591.8K | 0.07% | +1,781+26.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 8,501 | $591.5K | 0.68% | +3,374+65.8% | Added |
| Nations Financial Group Inc, | 8,477 | $589.9K | 0.06% | −84−1.0% | Reduced |
| Atlas Brown,Inc. | 8,466 | $589.0K | 0.27% | +53+0.6% | Added |
| FineMark National Bank & Trust | 8,462 | $588.8K | 0.03% | +425+5.3% | Added |
| Brookfield Asset Management Inc. | 8,433 | $586.8K | 0.00% | −31,089−78.7% | Reduced |
| Beacon Financial Group | 8,126 | $585.0K | 0.08% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 8,396 | $584.2K | 0.19% | +519+6.6% | Added |
| Schechter Investment Advisors, LLC | 8,374 | $582.7K | 0.05% | +595+7.6% | 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 |
| Mendel Money Management | 8,353 | $581.2K | 0.31% | +37+0.4% | Added |
| Evergreen Capital Management LLC | 8,351 | $581.1K | 0.03% | +3,881+86.8% | Added |
| Wagner Wealth Management, LLC | 8,262 | $574.9K | 0.26% | +1,088+15.2% | Added |
| Archer Investment Corp | 8,800 | $570.6K | 0.21% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 8,188 | $569.8K | 0.11% | −493−5.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,180 | $569.2K | 0.09% | +926+12.8% | Added |
| Cornerstone Wealth Group, LLC | 8,171 | $568.5K | 0.10% | −65−0.8% | Reduced |
| Conning Inc. | 8,136 | $566.1K | 0.02% | −47−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 7,949 | $565.4K | 0.03% | −1,575−16.5% | Reduced |
| Chicago Partners Investment Group LLC | 7,589 | $562.3K | 0.03% | +1,793+30.9% | Added |
| Kennedy Investment Group | 8,081 | $562.3K | 0.34% | +968+13.6% | Added |
| Gables Capital Management Inc. | 8,031 | $558.8K | 0.39% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 8,023 | $558.3K | 0.28% | +9+0.1% | Added |
| KMG Fiduciary Partners, LLC | 8,003 | $556.8K | 0.08% | +15+0.2% | Added |
| Silvercrest Asset Management Group LLC | 7,981 | $555.3K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,975 | $554.9K | 0.10% | +1,700+27.1% | Added |
| Baldwin Brothers Inc | 7,954 | $553.4K | 0.05% | 00.0% | Unchanged |
| Bath Savings Trust Co | 7,938 | $552.3K | 0.07% | +511+6.9% | Added |
| Essex Savings Bank | 7,914 | $550.7K | 0.19% | +50+0.6% | Added |
| Richwood Investment Advisors, LLC | 7,880 | $548.3K | 0.55% | 00.0% | Unchanged |
| Optimum Investment Advisors | 7,836 | $545.2K | 0.29% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 7,835 | $541.1K | 0.34% | +136+1.8% | Added |
| CoreFirst Bank & Trust | 7,775 | $541.0K | 0.39% | 00.0% | Unchanged |
| W Advisors, LLC | 7,727 | $537.6K | 0.44% | −105−1.3% | Reduced |
| Wedmont Private Capital | 7,385 | $532.0K | 0.07% | +1,821+32.7% | Added |
| Beacon Investment Advisory Services, Inc. | 7,639 | $531.5K | 0.03% | +30.0% | Added |
| Infrastructure Capital Advisors, LLC | 7,635 | $531.2K | 0.10% | +7,635 | New |
| JT Stratford LLC | 7,628 | $530.8K | 0.15% | +2,235+41.4% | Added |
| McLean Asset Management Corp | 7,621 | $530.2K | 0.22% | −77−1.0% | Reduced |
| Balentine LLC | 7,614 | $529.8K | 0.02% | −6,650−46.6% | Reduced |
| Chicago Capital, LLC | 7,608 | $529.4K | 0.03% | +1,333+21.2% | Added |
| Clearstead Advisors, LLC | 7,581 | $527.5K | 0.04% | +706+10.3% | Added |
| Sentry Investment Management LLC | 7,530 | $524.0K | 0.22% | +1,786+31.1% | Added |
| Firestone Capital Management | 7,524 | $523.5K | 0.19% | −195−2.5% | Reduced |
| Private Capital Management, LLC | 7,500 | $521.9K | 0.06% | +3,500+87.5% | Added |
| Peninsula Asset Management Inc | 7,490 | $521.2K | 0.33% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,490 | $521.2K | 0.05% | +1,360+22.2% | Added |
| Advisors Capital Management, LLC | 7,494 | $521.0K | 0.01% | +1,067+16.6% | Added |
| ISAM Funds (UK) Ltd | 7,485 | $520.8K | 0.66% | +7,485 | New |
| Lowe Brockenbrough & Co Inc | 7,482 | $520.6K | 0.04% | +401+5.7% | Added |
| Summitry LLC | 7,450 | $518.4K | 0.03% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 7,452 | $518.0K | 0.11% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 6,909 | $517.8K | 0.22% | +3,135+83.1% | Added |
| Trust Co of Toledo NA | 7,419 | $516.2K | 0.09% | −370−4.8% | Reduced |
| Northstar Advisory Group, LLC | 7,415 | $515.9K | 0.39% | +149+2.1% | Added |
| Mechanics Financial Corp | 7,368 | $512.7K | 0.30% | −742−9.1% | Reduced |
| Wulff, Hansen & Co. | 7,363 | $512.3K | 0.58% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 7,359 | $512.0K | 0.41% | +4,523+159.5% | Added |
| Cresset Asset Management, LLC | 7,355 | $511.9K | 0.01% | −4,699−39.0% | Reduced |
| Lumature Wealth Partners, LLC | 7,343 | $510.9K | 0.29% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 7,340 | $510.7K | 0.03% | +309+4.4% | Added |
| Cohen Investment Advisors LLC | 7,334 | $510.3K | 0.40% | +199+2.8% | Added |
| Flagship Harbor Advisors, LLC | 7,303 | $508.1K | 0.05% | +1,126+18.2% | Added |
| Tradition Wealth Management, LLC | 7,301 | $508.0K | 0.06% | +22+0.3% | Added |