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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 4,841 | $336.8K | 0.30% | −3,571−42.5% | Reduced |
| Platform Technology Partners | 4,835 | $336.4K | 0.17% | +207+4.5% | Added |
| Jones Financial Companies LLLP | 4,832 | $336.2K | 0.00% | +374+8.4% | Added |
| BEAM Asset Management, LLC | 4,821 | $335.5K | 0.34% | −16−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 4,818 | $335.2K | 0.04% | +10.0% | Added |
| WealthShield Partners, LLC | 4,801 | $334.1K | 0.05% | +1,967+69.4% | Added |
| Patriot Investment Management Inc. | 4,787 | $333.1K | 0.03% | −186−3.7% | Reduced |
| Triton Wealth Management, PLLC | 4,691 | $332.7K | 0.20% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,778 | $332.5K | 0.00% | −18,663−79.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,765 | $331.6K | 0.03% | +950+24.9% | Added |
| Domani Wealth, LLC | 4,752 | $330.6K | 0.08% | −333−6.5% | Reduced |
| Glassman Wealth Services | 4,745 | $330.2K | 0.06% | −345−6.8% | Reduced |
| Royal Fund Management, LLC | 4,730 | $329.1K | 0.05% | +26+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 4,722 | $328.6K | 0.17% | +227+5.1% | Added |
| Redwood Financial Network Corp | 4,721 | $328.5K | 0.33% | +17+0.4% | Added |
| Seelaus Asset Management LLC | 4,513 | $328.0K | 0.25% | −97−2.1% | Reduced |
| RNC Capital Management LLC | 4,707 | $328.0K | 0.02% | +1,295+38.0% | Added |
| Boston Research & Management Inc | 4,710 | $327.0K | 0.10% | −63−1.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,699 | $326.9K | 0.13% | −200−4.1% | Reduced |
| Elmwood Wealth Management, Inc. | 4,693 | $326.5K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 4,664 | $324.5K | 0.28% | −200−4.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,664 | $324.5K | 0.01% | +154+3.4% | Added |
| Cypress Capital Group | 4,662 | $324.4K | 0.05% | −150−3.1% | Reduced |
| WMG Financial Advisors, LLC | 2,834 | $324.0K | 0.27% | −2,227−44.0% | Reduced |
| KC Investment Advisors, LLC | 4,659 | $324.0K | 0.30% | +797+20.6% | Added |
| Morris Financial Concepts, Inc. | 4,647 | $323.3K | 0.23% | −243−5.0% | Reduced |
| Glen Eagle Advisors, LLC | 4,637 | $322.7K | 0.08% | −790−14.6% | Reduced |
| JB Capital LLC | 4,627 | $321.9K | 0.03% | +312+7.2% | Added |
| Wela Strategies, Inc. | 4,620 | $321.5K | 0.17% | +14+0.3% | Added |
| Beese Fulmer Investment Management, Inc. | 4,610 | $320.8K | 0.04% | −80−1.7% | Reduced |
| Violich Capital Management, Inc. | 4,595 | $320.0K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,592 | $319.5K | 0.07% | −118−2.5% | Reduced |
| Two Sigma Securities, LLC | 4,583 | $318.9K | 0.03% | +1,327+40.8% | Added |
| Machina Capital S.A.S. | 4,581 | $318.7K | 0.28% | +4,581 | New |
| Capital Investment Counsel, Inc | 4,580 | $318.7K | 0.07% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,577 | $318.5K | 0.17% | +41+0.9% | Added |
| Southland Equity Partners LLC | 4,576 | $318.4K | 0.13% | +133+3.0% | Added |
| Fundamentun, LLC | 4,575 | $318.4K | 0.05% | +673+17.2% | Added |
| Mirador Capital Partners LP | 4,559 | $317.2K | 0.08% | +106+2.4% | Added |
| Sound Income Strategies, LLC | 4,556 | $317.0K | 0.03% | −1,253−21.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,550 | $317.0K | 0.01% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,550 | $316.6K | 0.34% | +150+3.4% | Added |
| Willis Johnson & Associates, Inc. | 4,542 | $316.0K | 0.04% | +379+9.1% | Added |
| Advisor Resource Council | 4,388 | $315.2K | 0.08% | +4,388 | New |
| Institute for Wealth Management, LLC. | 4,529 | $315.2K | 0.06% | +10.0% | Added |
| Bedel Financial Consulting, Inc. | 4,529 | $315.1K | 0.08% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,528 | $315.1K | 0.15% | +144+3.3% | Added |
| Triad Financial Advisors, Inc. | 4,525 | $314.9K | 0.14% | −99−2.1% | Reduced |
| Searle & Co. | 4,276 | $314.5K | 0.10% | −824−16.2% | Reduced |
| TCG Advisory Services, LLC | 4,513 | $314.0K | 0.07% | +4,513 | New |
| Smith Anglin Financial, LLC | 4,505 | $313.4K | 0.05% | +6+0.1% | Added |
| Golden State Equity Partners | 4,502 | $313.2K | 0.17% | +4,502 | New |
| Hanson & Doremus Investment Management | 4,491 | $312.0K | 0.07% | −184−3.9% | Reduced |
| McGowan Group Asset Management, Inc. | 4,482 | $311.9K | 0.05% | +46+1.0% | Added |
| Cannon Financial Strategists, Inc. | 4,480 | $311.7K | 0.11% | +4,480 | New |
| Independence Bank of Kentucky | 4,475 | $311.4K | 0.14% | −75−1.6% | Reduced |
| Krane Funds Advisors LLC | 4,328 | $311.0K | 0.01% | −3,769−46.5% | Reduced |
| Byrne Asset Management LLC | 4,475 | $311.0K | 0.22% | −139−3.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,466 | $310.7K | 0.00% | −469−9.5% | Reduced |
| Financial Management Professionals, Inc. | 4,454 | $310.0K | 0.06% | +222+5.2% | Added |
| Chesapeake Wealth Management | 4,448 | $309.5K | 0.13% | −225−4.8% | Reduced |
| Round Rock Advisors, LLC | 4,446 | $309.3K | 0.12% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,430 | $308.2K | 0.01% | +379+9.4% | Added |
| Investment House LLC | 4,414 | $307.2K | 0.03% | +3+0.1% | Added |
| MBA Advisors LLC | 4,412 | $307.0K | 0.19% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 4,408 | $306.7K | 0.04% | −844−16.1% | Reduced |
| Cornerstone Advisory, LLC | 4,395 | $305.8K | 0.06% | −115−2.5% | Reduced |
| TownSquare Capital, LLC | 4,379 | $304.7K | 0.01% | +781+21.7% | Added |
| Rehmann Capital Advisory Group | 4,364 | $303.7K | 0.03% | +91+2.1% | Added |
| Sabal Trust CO | 4,360 | $303.4K | 0.02% | +357+8.9% | Added |
| Kenfarb & Co. | 4,345 | $302.3K | 0.27% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,315 | $300.2K | 0.03% | −80−1.8% | Reduced |
| Ausdal Financial Partners, Inc. | 4,312 | $300.0K | 0.04% | −1,538−26.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,304 | $299.5K | 0.00% | +3+0.1% | Added |
| Thomas Story & Son LLC | 4,300 | $299.0K | 0.14% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,272 | $297.3K | 0.07% | −47−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 4,258 | $296.3K | 0.11% | 00.0% | Unchanged |
| 1st Source Bank | 4,236 | $294.7K | 0.02% | +25+0.6% | Added |
| Sage Mountain Advisors LLC | 4,223 | $293.8K | 0.05% | +4,223 | New |
| Radnor Capital Management, LLC | 4,200 | $292.0K | 0.08% | 00.0% | Unchanged |
| Country Trust Bank | 4,171 | $290.2K | 0.01% | −4,015−49.0% | Reduced |
| Thompson Investment Management, Inc. | 4,165 | $289.8K | 0.05% | +16+0.4% | Added |
| Brandywine Oak Private Wealth LLC | 4,162 | $289.6K | 0.03% | 00.0% | Unchanged |
| Old Mission Capital LLC | 4,159 | $289.4K | 0.01% | −284−6.4% | Reduced |
| Norwood Financial Corp | 4,158 | $289.3K | 0.46% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,141 | $288.1K | 0.02% | +335+8.8% | Added |
| Steel Peak Wealth Management LLC | 4,132 | $287.5K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,127 | $287.2K | 0.01% | −794−16.1% | Reduced |
| Innovis Asset Management LLC | 4,122 | $286.8K | 0.12% | +210+5.4% | Added |
| Appleton Group, LLC | 4,117 | $286.5K | 0.56% | +4,117 | New |
| David Loasby | 3,959 | $286.3K | 0.03% | +211+5.6% | Added |
| Bill Few Associates, Inc. | 4,097 | $285.1K | 0.16% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,088 | $284.5K | 0.25% | 00.0% | Unchanged |
| Providence First Trust Co | 4,087 | $284.4K | 0.16% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,085 | $284.0K | 0.14% | 00.0% | Unchanged |
| Washington Trust Co | 4,075 | $283.5K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,073 | $283.4K | 0.04% | +333+8.9% | Added |
| Woodard & Co Asset Management Group Inc | 4,070 | $283.2K | 0.10% | +400+10.9% | Added |
| Callan Family Office, LLC | 4,065 | $282.8K | 0.07% | +4,065 | New |
| Wealth Management Associates, Inc. | 4,060 | $282.5K | 0.17% | +810+24.9% | Added |