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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 3,123 | $224.7K | 0.06% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,228 | $224.6K | 0.05% | +78+2.5% | Added |
| Allstate Corp | 3,227 | $224.5K | 0.02% | −62,381−95.1% | Reduced |
| Baystate Wealth Management LLC | 3,221 | $224.1K | 0.02% | +451+16.3% | Added |
| Schonfeld Strategic Advisors LLC | 3,221 | $224.1K | 0.00% | −28,679−89.9% | Reduced |
| Zullo Investment Group, Inc. | 3,217 | $223.9K | 0.14% | −67−2.0% | Reduced |
| Colonial River Wealth Management, LLC | 3,216 | $223.8K | 0.13% | −151−4.5% | Reduced |
| WealthTrust Asset Management, LLC | 3,211 | $223.4K | 0.21% | −74−2.3% | Reduced |
| Lindbrook Capital, LLC | 3,196 | $222.4K | 0.03% | +1,047+48.7% | Added |
| Biltmore Wealth Management, LLC | 3,174 | $220.8K | 0.09% | +3+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 3,167 | $220.4K | 0.06% | −485−13.3% | Reduced |
| Tufton Capital Management | 3,160 | $219.9K | 0.05% | −97−3.0% | Reduced |
| Bank of Nova Scotia Trust Co | 3,160 | $219.9K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,181 | $219.7K | 0.03% | +244+8.3% | Added |
| Coho Partners, Ltd. | 3,139 | $218.4K | 0.00% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 3,139 | $218.4K | 0.08% | +3,139 | New |
| North Star Asset Management Inc | 3,126 | $217.5K | 0.01% | −101−3.1% | Reduced |
| Congress Wealth Management LLC | 3,121 | $217.2K | 0.01% | +188+6.4% | Added |
| Summit Wealth Partners, LLC | 3,120 | $217.1K | 0.06% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,100 | $216.0K | 0.16% | +3,100 | New |
| BDO Wealth Advisors, LLC | 3,101 | $215.8K | 0.03% | +2,651+589.1% | Added |
| HC Advisors, LLC | 3,075 | $214.0K | 0.13% | +3,075 | New |
| Waterloo Capital, L.P. | 3,065 | $213.3K | 0.07% | +3,065 | New |
| Motco | 3,059 | $212.8K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,049 | $212.1K | 0.02% | −765−20.1% | Reduced |
| Aspen Grove Capital, LLC | 3,044 | $211.8K | 0.09% | +47+1.6% | Added |
| Enterprise Financial Services Corp | 3,042 | $211.7K | 0.14% | +48+1.6% | Added |
| Cedar Mountain Advisors, LLC | 3,032 | $211.0K | 0.06% | +31+1.0% | Added |
| Capstone Triton Financial Group, LLC | 3,022 | $210.3K | 0.16% | +3,022 | New |
| MBM Wealth Consultants, LLC | 1,915 | $210.0K | 0.09% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,012 | $209.6K | 0.10% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 3,000 | $209.0K | 0.08% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 3,001 | $208.8K | 0.08% | +32+1.1% | Added |
| Litman Gregory Asset Management LLC | 3,001 | $208.8K | 0.08% | +3,001 | New |
| Asset Management Advisors, LLC | 3,000 | $208.7K | 0.20% | 00.0% | Unchanged |
| Schubert & Co | 2,999 | $208.7K | 0.19% | −647−17.7% | Reduced |
| Joel Isaacson & Co., LLC | 2,995 | $208.4K | 0.01% | +16+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,992 | $208.2K | 0.04% | +43+1.5% | Added |
| First Manhattan Co | 2,978 | $207.2K | 0.00% | +5+0.2% | Added |
| Secure Asset Management, LLC | 2,975 | $207.0K | 0.07% | −20−0.7% | Reduced |
| Insigneo Advisory Services, LLC | 2,969 | $206.6K | 0.07% | +150+5.3% | Added |
| Bank of New Hampshire | 2,968 | $206.5K | 0.06% | +938+46.2% | Added |
| Alpha Omega Wealth Management LLC | 2,960 | $206.0K | 0.04% | 00.0% | Unchanged |
| Wexford Capital LP | 2,953 | $205.5K | 0.04% | +2,953 | New |
| 3Chopt Investment Partners, LLC | 2,951 | $205.3K | 0.11% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,950 | $205.3K | 0.06% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 2,948 | $205.1K | 0.27% | +4+0.1% | Added |
| Abacus Planning Group, Inc. | 2,944 | $204.8K | 0.05% | 00.0% | Unchanged |
| ING Groep NV | 2,939 | $204.5K | 0.00% | −283,905−99.0% | Reduced |
| Aveo Capital Partners, LLC | 2,939 | $204.5K | 0.03% | +12+0.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,936 | $204.3K | 0.09% | +1,387+89.5% | Added |
| Venturi Wealth Management, LLC | 2,935 | $204.2K | 0.02% | +2,935 | New |
| Whittier Trust Co | 2,935 | $204.2K | 0.00% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,926 | $204.0K | 0.03% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,932 | $204.0K | 0.01% | 00.0% | Unchanged |
| Univest Financial Corp | 2,926 | $203.6K | 0.06% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,925 | $203.5K | 0.03% | +2,925 | New |
| High Falls Advisors, Inc | 2,923 | $203.4K | 0.06% | +4+0.1% | Added |
| Adell Harriman & Carpenter Inc | 2,918 | $203.1K | 0.02% | +2,918 | New |
| Garrett Wealth Advisory Group, LLC | 2,907 | $202.3K | 0.10% | +2,907 | New |
| Stordahl Capital Management, Inc. | 2,906 | $202.2K | 0.06% | +2,906 | New |
| Wilkins Investment Counsel Inc | 2,900 | $202.0K | 0.05% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 2,899 | $202.0K | 0.12% | +2,899 | New |
| Berkshire Asset Management LLC | 2,900 | $201.8K | 0.01% | +2,900 | New |
| Boston Financial Mangement LLC | 2,899 | $201.7K | 0.01% | −7,966−73.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,893 | $201.3K | 0.04% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 2,892 | $201.2K | 0.13% | −1,786−38.2% | Reduced |
| Drive Wealth Management, LLC | 2,885 | $200.7K | 0.08% | +2,885 | New |
| Nova R Wealth, Inc. | 2,884 | $200.6K | 0.14% | +2,884 | New |
| Nalls Sherbakoff Group, LLC | 2,864 | $197.8K | 0.20% | +2,864 | New |
| Rock Creek Group, LP | 2,839 | $197.5K | 0.03% | +512+22.0% | Added |
| Old Second National Bank of Aurora | 2,808 | $195.4K | 0.06% | −3,150−52.9% | Reduced |
| AlphaMark Advisors, LLC | 2,762 | $192.0K | 0.09% | −250−8.3% | Reduced |
| Godsey & Gibb Associates | 2,690 | $187.2K | 0.02% | −663−19.8% | Reduced |
| Horan Securities, Inc. | 2,643 | $183.9K | 0.09% | −115−4.2% | Reduced |
| WR Wealth Planners, LLC | 2,589 | $180.2K | 0.08% | +2,519+3,598.6% | Added |
| Quent Capital, LLC | 2,577 | $179.2K | 0.03% | +357+16.1% | Added |
| Parkside Financial Bank & Trust | 2,545 | $177.1K | 0.05% | +428+20.2% | Added |
| Westside Investment Management, Inc. | 2,510 | $174.6K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 2,482 | $172.7K | 0.04% | +4+0.2% | Added |
| Tompkins Financial Corp | 2,455 | $170.8K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,385 | $170.0K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,400 | $167.0K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,383 | $165.8K | 0.02% | −574−19.4% | Reduced |
| Legacy Bridge, LLC | 2,381 | $165.7K | 0.12% | +605+34.1% | Added |
| Stephens Consulting, LLC | 2,379 | $165.5K | 0.10% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,373 | $165.1K | 0.12% | +933+64.8% | Added |
| Versant Capital Management, Inc | 2,326 | $161.0K | 0.05% | +166+7.7% | Added |
| Brown, Lisle/Cummings, Inc. | 2,314 | $161.0K | 0.08% | +5+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,312 | $160.9K | 0.00% | +2,312 | New |
| Deseret Mutual Benefit Administrators | 2,299 | $160.0K | 0.06% | −20−0.9% | Reduced |
| West Paces Advisors Inc. | 2,287 | $159.1K | 0.05% | −923−28.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,283 | $159.0K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,255 | $156.9K | 0.08% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 49,260 | $156.0K | 0.03% | −103−0.2% | Reduced |
| Avion Wealth | 2,182 | $155.0K | 0.04% | +20+0.9% | Added |
| Harbor Investment Advisory, LLC | 2,215 | $154.1K | 0.02% | +262+13.4% | Added |
| DT Investment Partners, LLC | 2,080 | $154.1K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2,226 | $154.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,197 | $152.9K | 0.02% | +5+0.2% | Added |