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 |
|---|---|---|---|---|---|
| Beacon Investment Advisors LLC | 7,291 | $507.3K | 0.37% | +414+6.0% | Added |
| DFPG Investments, LLC | 7,286 | $507.0K | 0.05% | −70−1.0% | Reduced |
| United Capital Management of KS, Inc. | 7,254 | $504.8K | 0.19% | +25+0.3% | Added |
| Moloney Securities Asset Management, LLC | 7,224 | $502.6K | 0.09% | +49+0.7% | Added |
| Element Wealth, LLC | 7,215 | $502.0K | 0.38% | −356−4.7% | Reduced |
| PSI Advisors, LLC | 7,199 | $500.9K | 0.24% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,155 | $497.8K | 0.13% | −25−0.3% | Reduced |
| David J Yvars Group | 7,134 | $496.4K | 0.45% | +105+1.5% | Added |
| Haverford Trust Co | 7,125 | $495.8K | 0.01% | +584+8.9% | Added |
| Armstrong Advisory Group, Inc | 7,103 | $494.2K | 0.06% | +300+4.4% | Added |
| Sentry LLC | 7,091 | $493.4K | 0.12% | +7,091 | New |
| Woodward Diversified Capital, LLC | 7,086 | $493.1K | 0.39% | +51+0.7% | Added |
| Perpetual Ltd | 7,084 | $492.9K | 0.00% | +7,084 | New |
| Summit Asset Management, LLC | 7,065 | $491.6K | 0.14% | +18+0.3% | Added |
| Cozad Asset Management Inc | 7,056 | $491.0K | 0.06% | +14+0.2% | Added |
| Moseley Investment Management Inc | 7,049 | $490.5K | 0.32% | +311+4.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,035 | $489.5K | 0.24% | −67−0.9% | Reduced |
| Van Hulzen Asset Management, LLC | 7,033 | $489.0K | 0.05% | +375+5.6% | Added |
| Horizon Investments, LLC | 7,090 | $488.7K | 0.01% | −2,405−25.3% | Reduced |
| Concord Asset Management, LLC | 7,003 | $487.3K | 0.20% | +7,003 | New |
| Delta Financial Group, Inc. | 7,005 | $487.0K | 0.19% | +261+3.9% | Added |
| 1620 Investment Advisors, Inc. | 6,963 | $484.5K | 0.58% | +21+0.3% | Added |
| Alpha Cubed Investments, LLC | 6,954 | $483.9K | 0.04% | −623−8.2% | Reduced |
| CX Institutional | 6,963 | $481.4K | 0.03% | +821+13.4% | Added |
| Wealth Alliance Advisory Group, LLC | 6,911 | $480.9K | 0.18% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 6,902 | $480.2K | 0.17% | +625+10.0% | Added |
| Clear Creek Financial Management, LLC | 6,896 | $479.8K | 0.09% | +506+7.9% | Added |
| Charter Trust Co | 6,893 | $479.6K | 0.04% | −422−5.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $479.4K | 0.12% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 6,885 | $479.1K | 0.19% | 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 |
| Stokes Capital Advisors, LLC | 6,849 | $476.6K | 0.16% | 00.0% | Unchanged |
| Builder Investment Group Inc | 6,829 | $475.2K | 0.21% | −563−7.6% | Reduced |
| Hexagon Capital Partners LLC | 6,825 | $474.9K | 0.13% | +496+7.8% | Added |
| Northwest Bancshares, Inc. | 6,822 | $474.7K | 0.09% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 6,817 | $474.3K | 0.10% | −75−1.1% | Reduced |
| Heritage Wealth Advisors | 6,785 | $472.1K | 0.03% | +2,733+67.4% | Added |
| Accredited Investors Inc. | 6,756 | $470.1K | 0.04% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 6,715 | $469.2K | 0.34% | −374−5.3% | Reduced |
| Kowal Investment Group, LLC | 6,700 | $466.2K | 0.13% | +964+16.8% | Added |
| Constitution Capital LLC | 6,694 | $465.8K | 0.28% | +700+11.7% | Added |
| Trinity Financial Advisors LLC | 6,684 | $465.1K | 0.28% | +6,684 | New |
| Investment Management of Virginia LLC | 6,627 | $461.1K | 0.09% | −60−0.9% | Reduced |
| Transform Wealth, LLC | 6,600 | $459.2K | 0.04% | +3,300+100.0% | Added |
| LCNB Corp | 6,568 | $457.0K | 0.21% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 6,542 | $455.2K | 0.14% | −78−1.2% | Reduced |
| Thrive Wealth Management, LLC | 6,540 | $455.1K | 0.12% | +1,388+26.9% | Added |
| Cross Staff Investments Inc | 6,535 | $454.7K | 0.45% | 00.0% | Unchanged |
| Tradewinds, LLC. | 6,533 | $454.6K | 0.28% | +6,533 | New |
| Graypoint LLC | 6,532 | $454.5K | 0.05% | +2,364+56.7% | Added |
| IVC Wealth Advisors LLC | 6,523 | $453.9K | 0.32% | −867−11.7% | Reduced |
| Sittner & Nelson, LLC | 6,517 | $453.4K | 0.26% | +30.0% | Added |
| Acorn Financial Advisory Services Inc | 6,513 | $453.2K | 0.09% | +619+10.5% | Added |
| Axxcess Wealth Management, LLC | 6,507 | $452.8K | 0.04% | +3,484+115.2% | Added |
| NFP Retirement, Inc. | 6,482 | $451.0K | 0.09% | −14−0.2% | Reduced |
| Berger Financial Group, Inc | 6,473 | $450.4K | 0.05% | −62−0.9% | Reduced |
| Renasant Bank | 6,457 | $449.3K | 0.35% | +33+0.5% | Added |
| Banque Pictet & Cie SA | 6,408 | $445.9K | 0.00% | −4,589−41.7% | Reduced |
| Cornerstone Wealth Management, LLC | 6,403 | $445.5K | 0.04% | +6,403 | New |
| Key Client Fiduciary Advisors, LLC | 6,378 | $443.8K | 0.28% | +703+12.4% | Added |
| Thoroughbred Financial Services, LLC | 6,376 | $443.0K | 0.07% | −18−0.3% | Reduced |
| Montecito Bank & Trust | 6,362 | $442.7K | 0.11% | −2,218−25.9% | Reduced |
| Summit Trail Advisors, LLC | 6,348 | $441.7K | 0.02% | +22+0.3% | Added |
| BLB&B Advisors, LLC | 6,332 | $440.6K | 0.03% | −93−1.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,318 | $439.6K | 0.09% | −516−7.6% | Reduced |
| Telemus Capital, LLC | 6,313 | $439.3K | 0.04% | −940−13.0% | Reduced |
| Novare Capital Management LLC | 6,311 | $439.1K | 0.05% | −269−4.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,302 | $438.5K | 0.14% | −39−0.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,292 | $437.8K | 0.02% | +6,292 | New |
| Aldebaran Financial Inc. | 6,292 | $437.8K | 0.59% | −175−2.7% | Reduced |
| Continuum Advisory, LLC | 6,269 | $436.2K | 0.07% | +29+0.5% | Added |
| Congress Asset Management Co | 6,265 | $435.9K | 0.00% | −5,875−48.4% | Reduced |
| Verus Financial Partners, Inc. | 5,850 | $434.4K | 0.06% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 6,241 | $434.0K | 0.35% | +10+0.2% | Added |
| Cambridge Trust Co | 6,195 | $431.0K | 0.02% | −2,670−30.1% | Reduced |
| 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 |
| Marble Harbor Investment Counsel, LLC | 6,191 | $430.8K | 0.06% | 00.0% | Unchanged |
| STAR Financial Bank | 6,172 | $429.4K | 0.42% | +30+0.5% | Added |
| MKT Advisors LLC | 5,992 | $428.4K | 0.32% | −549−8.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 6,150 | $427.9K | 0.35% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 6,129 | $426.5K | 0.43% | +5+0.1% | Added |
| Diligent Investors, LLC | 6,123 | $426.0K | 0.13% | +380+6.6% | Added |
| Kapstone Financial Advisors LLC | 5,870 | $425.3K | 0.38% | 00.0% | Unchanged |
| Baker Boyer National Bank | 6,084 | $423.3K | 0.16% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 6,054 | $421.2K | 0.08% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 5,715 | $420.1K | 0.09% | +160+2.9% | Added |
| Cranbrook Wealth Management, LLC | 6,036 | $420.0K | 0.12% | +760+14.4% | Added |
| Scotia Capital Inc. | 6,030 | $419.6K | 0.00% | −639−9.6% | Reduced |
| Formidable Asset Management, LLC | 6,075 | $419.0K | 0.09% | 00.0% | Unchanged |
| AIA Group Ltd | 6,012 | $418.3K | 0.02% | −1,152−16.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,009 | $418.1K | 0.05% | −1,460−19.5% | Reduced |
| Girard Partners Ltd. | 6,007 | $418.0K | 0.05% | −628−9.5% | Reduced |
| 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 |
| Flputnam Investment Management Co | 5,973 | $415.6K | 0.01% | +2,600+77.1% | Added |
| Gratus Capital LLC | 5,953 | $414.2K | 0.03% | +147+2.5% | Added |
| Abound Wealth Management | 5,891 | $409.9K | 0.18% | +42+0.7% | Added |
| Kingfisher Capital LLC | 5,863 | $408.0K | 0.11% | +29+0.5% | Added |