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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 4,050 | $281.8K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,042 | $281.2K | 0.01% | +4,042 | New |
| Fagan Associates, Inc. | 4,011 | $279.1K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 3,998 | $278.2K | 0.20% | 00.0% | Unchanged |
| Willis Investment Counsel | 3,992 | $277.8K | 0.02% | +235+6.3% | Added |
| ASB Consultores, LLC | 3,986 | $277.3K | 0.11% | +3,986 | New |
| Merriman Wealth Management, LLC | 3,985 | $277.3K | 0.01% | +3,985 | New |
| TRUE Private Wealth Advisors | 3,981 | $277.0K | 0.04% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,978 | $276.8K | 0.06% | −192−4.6% | Reduced |
| Altus Wealth Management, LLC | 3,973 | $276.4K | 0.23% | −205−4.9% | Reduced |
| Syverson Strege & Co | 3,970 | $276.3K | 0.12% | +38+1.0% | Added |
| Relative Value Partners Group, LLC | 3,960 | $275.5K | 0.02% | −905−18.6% | Reduced |
| Live Oak Private Wealth LLC | 3,947 | $274.6K | 0.06% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,940 | $274.1K | 0.08% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $273.5K | 0.10% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,923 | $272.9K | 0.02% | −15−0.4% | Reduced |
| S.E.E.D. Planning Group LLC | 3,920 | $272.8K | 0.11% | +2+0.1% | Added |
| Alaethes Wealth LLC | 3,905 | $271.7K | 0.16% | +180+4.8% | Added |
| Coppell Advisory Solutions LLC | 3,932 | $271.6K | 0.09% | +2,849+263.1% | Added |
| Coppell Advisory Solutions Corp. | 3,932 | $271.6K | 0.09% | +2,849+263.1% | Added |
| Beck Mack & Oliver LLC | 3,900 | $271.4K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,900 | $271.4K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,656 | $270.9K | 0.36% | +163+4.7% | Added |
| Madrona Financial Services, LLC | 3,885 | $270.3K | 0.15% | +885+29.5% | Added |
| Jefferies Financial Group Inc. | 3,842 | $267.3K | 0.01% | −294−7.1% | Reduced |
| Apexium Financial, LP | 3,841 | $267.3K | 0.03% | +378+10.9% | Added |
| Dean Investment Associates, LLC | 3,836 | $266.9K | 0.04% | −440−10.3% | Reduced |
| GEM Asset Management, LLC | 3,830 | $266.5K | 0.22% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,816 | $265.5K | 0.07% | −8−0.2% | Reduced |
| Sweet Financial Partners, LLC | 3,806 | $264.8K | 0.07% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,802 | $264.5K | 0.10% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,668 | $264.0K | 0.14% | +3,668 | New |
| Frontier Asset Management, LLC | 3,783 | $263.2K | 0.12% | +39+1.0% | Added |
| Eqis Capital Management, Inc. | 3,779 | $262.9K | 0.03% | −734−16.3% | Reduced |
| WSFS Capital Management, LLC | 3,760 | $261.6K | 0.03% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 3,756 | $261.3K | 0.19% | +5+0.1% | Added |
| Strategic Advisors LLC | 3,754 | $261.2K | 0.05% | +10.0% | Added |
| Hodges Capital Management Inc. | 4,011 | $261.0K | 0.02% | −659−14.1% | Reduced |
| Miracle Mile Advisors, LLC | 3,748 | $260.8K | 0.01% | +3,748 | New |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $259.6K | 0.17% | +155+4.3% | Added |
| MidWestOne Financial Group, Inc. | 3,725 | $259.2K | 0.06% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 3,715 | $258.5K | 0.15% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 3,713 | $258.4K | 0.13% | −500−11.9% | Reduced |
| First Financial Bank - Trust Division | 3,711 | $258.2K | 0.03% | −1,012−21.4% | Reduced |
| King Wealth | 3,709 | $258.0K | 0.06% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,707 | $257.9K | 0.09% | +3,707 | New |
| Nadler Financial Group, Inc. | 3,701 | $257.5K | 0.04% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,681 | $256.1K | 0.05% | +22+0.6% | Added |
| Private Portfolio Partners LLC | 3,673 | $255.6K | 0.07% | +24+0.7% | Added |
| Arlington Partners LLC | 3,673 | $255.6K | 0.04% | +48+1.3% | Added |
| Athena Investment Management | 3,663 | $254.9K | 0.18% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,658 | $254.5K | 0.20% | +22+0.6% | Added |
| Family Asset Management, LLC | 3,652 | $254.1K | 0.19% | 00.0% | Unchanged |
| Davis R M Inc | 3,652 | $254.0K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,628 | $252.4K | 0.03% | −29−0.8% | Reduced |
| Nikulski Financial, Inc. | 3,620 | $251.9K | 0.11% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,609 | $251.1K | 0.10% | +5+0.1% | Added |
| TD Waterhouse Canada Inc. | 3,593 | $250.8K | 0.00% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,600 | $250.5K | 0.14% | +5+0.1% | Added |
| Integris Wealth Management, LLC | 3,600 | $250.5K | 0.09% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,598 | $250.4K | 0.04% | +711+24.6% | Added |
| Rooted Wealth Advisors, Inc. | 3,482 | $250.0K | 0.19% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,575 | $248.7K | 0.33% | +425+13.5% | Added |
| Wealthspan Partners, LLC | 3,566 | $248.1K | 0.21% | +3+0.1% | Added |
| Drake & Associates, LLC | 3,565 | $248.1K | 0.12% | +3+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 3,560 | $247.7K | 0.06% | +3,560 | New |
| Field & Main Bank | 3,555 | $247.4K | 0.15% | +545+18.1% | Added |
| Waterford Advisors, LLC | 3,536 | $246.0K | 0.13% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,542 | $246.0K | 0.19% | +3,542 | New |
| Sepio Capital, LP | 3,527 | $245.4K | 0.02% | −108−3.0% | Reduced |
| NBW Capital LLC | 3,501 | $243.6K | 0.06% | +491+16.3% | Added |
| St. Louis Trust Co | 3,500 | $243.5K | 0.05% | 00.0% | Unchanged |
| Bank of Stockton | 3,485 | $242.5K | 0.08% | −1,200−25.6% | Reduced |
| Delta Capital Management LLC | 3,460 | $241.0K | 0.17% | +560+19.3% | Added |
| New Hampshire Trust | 3,460 | $240.7K | 0.06% | −406−10.5% | Reduced |
| Spire Wealth Management | 3,446 | $239.8K | 0.01% | −656−16.0% | Reduced |
| Stonebridge Capital Advisors LLC | 3,433 | $238.9K | 0.03% | −1,108−24.4% | Reduced |
| Ironsides Asset Advisors, LLC | 3,430 | $238.7K | 0.11% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,429 | $238.6K | 0.13% | +248+7.8% | Added |
| Fulton Breakefield Broenniman LLC | 3,425 | $238.3K | 0.02% | −124−3.5% | Reduced |
| Acropolis Investment Management, LLC | 3,417 | $237.8K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 3,413 | $237.5K | 0.02% | −86−2.5% | Reduced |
| Milestone Advisory Partners | 3,408 | $237.1K | 0.22% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,407 | $237.1K | 0.06% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 3,404 | $236.8K | 0.23% | −94−2.7% | Reduced |
| Anchor Capital Advisors LLC | 3,400 | $236.6K | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,390 | $235.9K | 0.00% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 3,386 | $235.6K | 0.06% | −224−6.2% | Reduced |
| Client 1st Advisory Group, LLC | 3,383 | $235.4K | 0.13% | −422−11.1% | Reduced |
| Fort Washington Investment Advisors Inc | 3,369 | $234.4K | 0.00% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 3,351 | $233.2K | 0.30% | 00.0% | Unchanged |
| Brown Financial Advisory | 3,345 | $232.7K | 0.22% | +307+10.1% | Added |
| Buttonwood Financial Advisors Inc. | 3,337 | $232.2K | 0.18% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 3,315 | $230.7K | 0.13% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,307 | $230.1K | 0.02% | +147+4.7% | Added |
| Greenfield Savings Bank | 3,292 | $229.1K | 0.15% | +3,292 | New |
| Investors Asset Management of Georgia Inc | 3,278 | $228.1K | 0.12% | −167−4.8% | Reduced |
| Boyar Asset Management Inc. | 3,265 | $227.2K | 0.18% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 3,253 | $226.3K | 0.03% | −1,000−23.5% | Reduced |
| Campbell Wealth Management | 3,242 | $226.0K | 0.03% | −48−1.5% | Reduced |