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 |
|---|---|---|---|---|---|
| BOS Asset Management, LLC | 5,861 | $407.8K | 0.34% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,801 | $403.6K | 0.03% | −59−1.0% | Reduced |
| Koss-Olinger Consulting, LLC | 5,758 | $401.0K | 0.05% | +2,091+57.0% | Added |
| Forum Financial Management, LP | 5,744 | $399.7K | 0.01% | −59−1.0% | Reduced |
| Salomon & Ludwin, LLC | 5,726 | $398.4K | 0.05% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 5,725 | $398.3K | 0.07% | +5,725 | New |
| Patten Group, Inc. | 5,721 | $398.1K | 0.12% | 00.0% | Unchanged |
| Carroll Investors, Inc | 5,692 | $395.5K | 0.32% | 00.0% | Unchanged |
| Resources Management Corp | 12,375 | $395.0K | 0.08% | −370−2.9% | Reduced |
| Bremer Bank National Association | 5,657 | $393.6K | 0.08% | −300−5.0% | Reduced |
| Red Wave Investments LLC | 5,651 | $393.2K | 0.16% | +178+3.3% | Added |
| Arden Trust Co | 5,644 | $393.0K | 0.07% | +139+2.5% | Added |
| RB Capital Management, LLC | 5,647 | $392.9K | 0.13% | +510+9.9% | Added |
| Klingman & Associates, LLC | 5,643 | $392.6K | 0.03% | −10.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,641 | $392.5K | 0.00% | −62,631−91.7% | Reduced |
| Sigma Investment Counselors Inc | 5,640 | $392.4K | 0.03% | +622+12.4% | Added |
| Ostrum Asset Management | 5,635 | $392.1K | 0.03% | +5,635 | New |
| PFG Investments, LLC | 5,626 | $391.4K | 0.08% | +5,626 | New |
| O'Rourke & Company, Inc | 5,612 | $390.0K | 0.30% | +5+0.1% | Added |
| Gateway Wealth Partners, LLC | 5,598 | $389.5K | 0.06% | −496−8.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,585 | $388.7K | 0.10% | +445+8.7% | Added |
| Flaharty Asset Management, LLC | 5,550 | $386.2K | 0.07% | 00.0% | Unchanged |
| Goodwin Daniel L | 5,545 | $385.8K | 0.20% | −100−1.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,545 | $385.8K | 0.05% | +947+20.6% | Added |
| KG&L Capital Management,LLC | 5,521 | $384.2K | 0.20% | −411−6.9% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,516 | $383.8K | 0.09% | +6+0.1% | Added |
| Keystone Financial Planning, Inc. | 5,508 | $383.2K | 0.13% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 5,497 | $382.5K | 0.06% | +50+0.9% | Added |
| O'Brien Greene & Co. Inc | 5,488 | $382.0K | 0.14% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,480 | $381.3K | 0.02% | −159−2.8% | Reduced |
| Fusion Capital, LLC | 5,479 | $381.1K | 0.22% | +375+7.3% | Added |
| 9258 Wealth Management, LLC | 5,476 | $381.0K | 0.08% | +1,218+28.6% | Added |
| Moneta Group Investment Advisors LLC | 5,443 | $378.8K | 0.01% | +788+16.9% | Added |
| First National Bank & Trust Co of Newtown | 5,423 | $377.3K | 0.08% | 00.0% | Unchanged |
| Financial Architects, Inc | 5,414 | $376.7K | 0.06% | −1,770−24.6% | Reduced |
| Hall Capital Management Co Inc | 5,409 | $376.4K | 0.22% | +333+6.6% | Added |
| Angeles Investment Advisors, LLC | 5,408 | $376.3K | 0.03% | +818+17.8% | Added |
| Duncker Streett & Co Inc | 5,402 | $375.9K | 0.09% | −248−4.4% | Reduced |
| Bienville Capital Management, LLC | 5,400 | $375.7K | 0.15% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,241 | $374.3K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,376 | $374.0K | 0.29% | +1,000+22.9% | Added |
| Beaumont Asset Management, L.L.C. | 5,372 | $373.8K | 0.27% | −22−0.4% | Reduced |
| Arcus Capital Partners, LLC | 5,371 | $373.7K | 0.13% | +44+0.8% | Added |
| Summit Financial Wealth Advisors, LLC | 5,350 | $372.3K | 0.09% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,349 | $372.2K | 0.02% | +1,640+44.2% | Added |
| Zhang Financial LLC | 5,337 | $371.3K | 0.04% | −43−0.8% | Reduced |
| Sandbox Financial Partners, LLC | 5,333 | $371.1K | 0.22% | −122−2.2% | Reduced |
| Marcum Wealth, LLC | 5,327 | $370.7K | 0.05% | +145+2.8% | Added |
| apricus wealth, LLC | 5,325 | $370.5K | 0.34% | +1,100+26.0% | Added |
| Private Capital Advisors, Inc. | 5,300 | $369.0K | 0.07% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 5,298 | $368.6K | 0.01% | +1,223+30.0% | Added |
| Affinity Wealth Management LLC | 5,287 | $367.9K | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 5,277 | $367.2K | 0.04% | −52−1.0% | Reduced |
| Donald L. Hagan, LLC | 5,262 | $366.1K | 0.20% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,260 | $366.0K | 0.10% | +957+22.2% | Added |
| Lebenthal Global Advisors, LLC | 5,251 | $365.4K | 0.11% | −150−2.8% | Reduced |
| Lee Danner & Bass Inc | 5,241 | $365.0K | 0.03% | +21+0.4% | Added |
| REDW Wealth LLC | 5,236 | $364.3K | 0.12% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,234 | $364.2K | 0.02% | +341+7.0% | Added |
| Inscription Capital, LLC | 5,229 | $363.8K | 0.10% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,216 | $363.2K | 0.19% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,214 | $362.8K | 0.13% | +5,214 | New |
| Rosenberg Matthew Hamilton | 5,211 | $362.6K | 0.12% | −64−1.2% | Reduced |
| Auxano Advisors, LLC | 5,200 | $361.8K | 0.14% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 5,194 | $361.4K | 0.11% | +2,000+62.6% | Added |
| Parsec Financial Management, Inc. | 5,190 | $361.1K | 0.02% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 5,185 | $360.8K | 0.20% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,179 | $360.3K | 0.24% | +4+0.1% | Added |
| Sterling Manor Financial, LLC | 5,152 | $358.5K | 0.35% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,139 | $357.6K | 0.40% | +6+0.1% | Added |
| Trust Co of Virginia | 5,126 | $356.7K | 0.04% | −7,390−59.0% | Reduced |
| Hartline Investment Corp | 5,126 | $356.7K | 0.07% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,115 | $355.9K | 0.34% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 5,108 | $355.4K | 0.00% | −1,755−25.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,104 | $355.2K | 0.11% | +21+0.4% | Added |
| Beta Wealth Group, Inc. | 5,100 | $354.9K | 0.20% | +300+6.3% | Added |
| PBMares Wealth Management LLC | 5,096 | $354.5K | 0.13% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 5,080 | $353.5K | 0.03% | +1,353+36.3% | Added |
| Asset Management Resources, LLC | 5,069 | $352.7K | 0.22% | +5,069 | New |
| Mairs & Power Inc | 5,060 | $352.1K | 0.00% | +1,560+44.6% | Added |
| SFMG, LLC | 5,047 | $351.2K | 0.04% | +269+5.6% | Added |
| WealthTrust Axiom LLC | 5,037 | $350.5K | 0.12% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 5,025 | $350.0K | 0.37% | +5,025 | New |
| Abn Amro Investment Solutions | 5,015 | $348.9K | 0.01% | +5,015 | New |
| Connolly Sarah T. | 5,000 | $347.9K | 0.22% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,000 | $347.9K | 0.31% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,976 | $346.3K | 0.34% | +1,695+51.7% | Added |
| Altfest L J & Co Inc | 4,968 | $346.0K | 0.05% | +8+0.2% | Added |
| Breakwater Capital Group | 4,951 | $344.5K | 0.14% | +125+2.6% | Added |
| AMG National Trust Bank | 4,950 | $344.4K | 0.01% | +1,000+25.3% | Added |
| Rossmore Private Capital | 4,937 | $343.5K | 0.05% | +418+9.2% | Added |
| Keebeck Wealth Management, LLC | 4,924 | $342.6K | 0.06% | −1,319−21.1% | Reduced |
| Wealthstar Advisors, LLC | 4,914 | $341.9K | 0.15% | +10.0% | Added |
| CMG Global Holdings, LLC | 4,902 | $341.1K | 0.31% | +22+0.5% | Added |
| SNS Financial Group, LLC | 4,901 | $341.0K | 0.04% | −181−3.6% | Reduced |
| Financial Advisory Service, Inc. | 4,894 | $340.5K | 0.04% | −952−16.3% | Reduced |
| Cornercap Investment Counsel Inc | 4,889 | $340.2K | 0.06% | −2,266−31.7% | Reduced |
| Daymark Wealth Partners, LLC | 4,877 | $339.3K | 0.05% | +874+21.8% | Added |
| Lokken Investment Group LLC | 4,867 | $338.6K | 0.26% | +166+3.5% | Added |
| Bridges Investment Management Inc | 4,850 | $337.5K | 0.01% | 00.0% | Unchanged |