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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 2,184 | $152.0K | 0.03% | +554+34.0% | Added |
| Clear Street Markets LLC | 2,150 | $150.0K | 0.04% | +1,049+95.3% | Added |
| Foster Dykema Cabot & Co Inc | 2,155 | $150.0K | 0.02% | +2,155 | New |
| Clear Investment Research, LLC | 2,107 | $146.6K | 0.26% | +64+3.1% | Added |
| Quintet Private Bank (Europe) S.A. | 2,002 | $139.3K | 0.01% | +2,002 | New |
| BerganKDV Wealth Management, LLC | 1,994 | $138.7K | 0.01% | −127−6.0% | Reduced |
| American National Bank | 1,990 | $138.5K | 0.03% | +955+92.3% | Added |
| Truvestments Capital LLC | 1,988 | $138.3K | 0.07% | −278−12.3% | Reduced |
| Carmel Capital Partners, LLC | 1,969 | $137.0K | 0.08% | −1,193−37.7% | Reduced |
| Smithfield Trust Co | 1,960 | $136.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,898 | $132.0K | 0.06% | +87+4.8% | Added |
| Riverview Trust Co | 1,867 | $129.9K | 0.12% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,819 | $126.5K | 0.08% | +14+0.8% | Added |
| Bangor Savings Bank | 1,797 | $125.0K | 0.01% | −1,428−44.3% | Reduced |
| Farther Finance Advisors, LLC | 1,768 | $123.0K | 0.04% | +573+47.9% | Added |
| TFC Financial Management | 1,752 | $121.9K | 0.03% | +30+1.7% | Added |
| Silvant Capital Management LLC | 1,727 | $120.2K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,722 | $119.8K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 1,720 | $119.7K | 0.01% | +1,720 | New |
| Spirit of America Management Corp | 1,700 | $118.3K | 0.03% | +1,700 | New |
| Princeton Global Asset Management LLC | 1,663 | $115.7K | 0.03% | +116+7.5% | Added |
| Center for Financial Planning, Inc. | 1,660 | $115.5K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,642 | $114.3K | 0.01% | −219−11.8% | Reduced |
| S.A. Mason LLC | 1,613 | $112.2K | 0.08% | +60+3.9% | Added |
| Column Capital Advisors, LLC | 1,605 | $111.7K | 0.02% | −26−1.6% | Reduced |
| Acima Private Wealth, LLC | 1,579 | $109.9K | 0.05% | +79+5.3% | Added |
| MV Capital Management, Inc. | 1,560 | $108.5K | 0.02% | +208+15.4% | Added |
| Providence Capital Advisors, LLC | 1,555 | $108.2K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,547 | $107.6K | 0.01% | +2+0.1% | Added |
| MCF Advisors LLC | 1,541 | $107.2K | 0.01% | −1,574−50.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,534 | $106.7K | 0.01% | +142+10.2% | Added |
| Sutton Wealth Advisors Inc. | 1,504 | $104.6K | 0.06% | −2,444−61.9% | Reduced |
| GHP Investment Advisors, Inc. | 1,476 | $102.7K | 0.01% | +374+33.9% | Added |
| Tucker Asset Management LLC | 1,453 | $101.1K | 0.03% | +1,050+260.5% | Added |
| Icon Wealth Partners, LLC | 1,452 | $101.0K | 0.01% | +1,452 | New |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $100.9K | 0.06% | −8,375−85.2% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $99.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,425 | $99.2K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 1,393 | $96.9K | 0.03% | −54−3.7% | Reduced |
| Clearview Wealth Advisors LLC | 1,382 | $96.2K | 0.10% | +3+0.2% | Added |
| Accel Wealth Management | 1,381 | $96.1K | 0.04% | +3+0.2% | Added |
| Bogart Wealth, LLC | 1,369 | $95.2K | 0.01% | −344−20.1% | Reduced |
| Beacon Capital Management, LLC | 1,361 | $94.7K | 0.03% | −98−6.7% | Reduced |
| M&R Capital Management Inc | 1,350 | $93.9K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,332 | $92.7K | 0.05% | +160+13.7% | Added |
| Ruedi Wealth Management, Inc. | 1,329 | $92.5K | 0.06% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,295 | $90.1K | 0.02% | +1,295 | New |
| Bellevue Asset Management, LLC | 1,291 | $89.8K | 0.06% | +4+0.3% | Added |
| Addison Advisors LLC | 1,237 | $86.1K | 0.05% | +188+17.9% | Added |
| Knights of Columbus Asset Advisors LLC | 1,200 | $83.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,190 | $82.7K | 0.02% | +1,190 | New |
| Hazlett, Burt & Watson, Inc. | 1,158 | $80.0K | 0.07% | +15+1.3% | Added |
| Operose Advisors LLC | 1,139 | $79.3K | 0.04% | +775+212.9% | Added |
| BOK Financial Private Wealth, Inc. | 1,133 | $78.8K | 0.01% | +33+3.0% | Added |
| Stone House Investment Management, LLC | 1,097 | $76.3K | 0.03% | +1,097 | New |
| Trust Co | 1,093 | $76.1K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,098 | $76.0K | 0.03% | +1,098 | New |
| Boyd Watterson Asset Management LLC | 1,075 | $74.8K | 0.03% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,054 | $73.3K | 0.03% | +15+1.4% | Added |
| Capula Management Ltd | 1,035 | $72.0K | 0.01% | +1,035 | New |
| Slocum, Gordon & Co LLP | 1,034 | $71.9K | 0.06% | −1−0.1% | Reduced |
| New England Asset Management Inc | 1,000 | $69.6K | 0.01% | −104,295−99.1% | Reduced |
| Capital Advisors, Ltd. LLC | 955 | $66.0K | 0.01% | −30−3.0% | Reduced |
| Achmea Investment Management B.V. | 938 | $65.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 934 | $65.0K | 0.04% | −2,834−75.2% | Reduced |
| Financial Connections Group, Inc. | 914 | $63.0K | 0.04% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 900 | $62.6K | 0.02% | −800−47.1% | Reduced |
| West Branch Capital LLC | 881 | $61.3K | 0.03% | −61−6.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 880 | $61.3K | 0.00% | +805+1,073.3% | Added |
| McIlrath & Eck, LLC | 863 | $60.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 861 | $60.0K | 0.00% | +286+49.7% | Added |
| Lee Financial Co | 850 | $59.1K | 0.01% | −18−2.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 824 | $57.4K | 0.05% | +355+75.7% | Added |
| SRS Capital Advisors, Inc. | 809 | $56.3K | 0.01% | −169−17.3% | Reduced |
| Atticus Wealth Management, LLC | 800 | $55.7K | 0.02% | −42−5.0% | Reduced |
| Bellwether Advisors, LLC | 776 | $54.0K | 0.01% | −10,988−93.4% | Reduced |
| Focused Wealth Management, Inc | 775 | $53.9K | 0.01% | +3+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 768 | $53.4K | 0.00% | +188+32.4% | Added |
| Antonetti Capital Management LLC | 760 | $52.9K | 0.08% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 750 | $52.2K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 734 | $51.1K | 0.03% | −11,254−93.9% | Reduced |
| HighMark Wealth Management LLC | 721 | $50.2K | 0.04% | +3+0.4% | Added |
| Vigilant Capital Management, LLC | 700 | $49.0K | 0.00% | −1,000−58.8% | Reduced |
| Founders Capital Management | 700 | $49.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $49.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 669 | $46.5K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $46.1K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 660 | $45.9K | 0.03% | −75−10.2% | Reduced |
| Aspire Private Capital, LLC | 655 | $45.6K | 0.02% | −39−5.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 654 | $45.5K | 0.03% | +654 | New |
| Washington Trust Advisors, Inc. | 650 | $45.2K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 641 | $44.6K | 0.00% | −40−5.9% | Reduced |
| Piscataqua Savings Bank | 640 | $44.5K | 0.04% | 00.0% | Unchanged |
| AXS Investments LLC | 627 | $43.6K | 0.01% | −48−7.1% | Reduced |
| SOA Wealth Advisors, LLC. | 627 | $43.6K | 0.01% | +3+0.5% | Added |
| Leonteq Securities AG | 624 | $43.4K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 619 | $43.0K | 0.00% | −51,339−98.8% | Reduced |
| Dark Forest Capital Management LP | 611 | $42.5K | 0.01% | +611 | New |
| Chesapeake Asset Management LLC | 605 | $42.2K | 0.04% | +605 | New |
| Cascade Investment Advisors, Inc. | 600 | $41.7K | 0.03% | +600 | New |