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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 596 | $41.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 588 | $40.9K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $40.9K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 563 | $39.2K | 0.03% | −36−6.0% | Reduced |
| Halpern Financial, Inc. | 550 | $38.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 546 | $38.0K | 0.00% | +300+122.0% | Added |
| Covestor Ltd | 549 | $38.0K | 0.03% | +65+13.4% | Added |
| Endurance Wealth Management, Inc. | 534 | $37.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 530 | $36.9K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 520 | $36.2K | 0.01% | −82−13.6% | Reduced |
| Bourgeon Capital Management LLC | 511 | $35.6K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 511 | $35.6K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 508 | $35.3K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 502 | $34.9K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $34.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $34.8K | 0.02% | +100+25.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 499 | $34.7K | 0.01% | +485+3,464.3% | Added |
| JNBA Financial Advisors | 492 | $34.2K | 0.00% | +55+12.6% | Added |
| Tortoise Investment Management, LLC | 490 | $34.1K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $34.0K | 0.50% | −400−80.0% | Reduced |
| Bell Investment Advisors, Inc | 487 | $33.9K | 0.01% | +66+15.7% | Added |
| Larson Financial Group LLC | 485 | $33.7K | 0.00% | −322−39.9% | Reduced |
| Fairfield Financial Advisors, LTD | 460 | $31.8K | 0.01% | +4+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 454 | $31.6K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 433 | $30.1K | 0.00% | −78−15.3% | Reduced |
| MRP Capital Investments, LLC | 400 | $29.9K | 0.03% | +400 | New |
| Logan Capital Management Inc | 420 | $29.2K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 413 | $28.7K | 0.02% | +1+0.2% | Added |
| Coastal Capital Group, Inc. | 409 | $28.5K | 0.01% | +8+2.0% | Added |
| Johnson Financial Group, Inc. | 409 | $28.5K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 400 | $27.8K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 366 | $25.5K | 0.00% | −1,335−78.5% | Reduced |
| Johnson Midwest Financial, LLC | 361 | $25.2K | 0.04% | +3+0.8% | Added |
| Chilton Capital Management LLC | 352 | $24.5K | 0.00% | +352 | New |
| Ritter Daniher Financial Advisory LLC | 350 | $24.4K | 0.01% | +350 | New |
| Cedar Wealth Management, LLC | 334 | $23.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 320 | $22.3K | 0.00% | −40−11.1% | Reduced |
| Retirement Group, LLC | 185 | $22.0K | 0.01% | +1+0.5% | Added |
| Morton Brown Family Wealth, LLC | 314 | $21.8K | 0.01% | +314 | New |
| Pin Oak Investment Advisors Inc | 300 | $21.0K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 300 | $20.9K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $20.9K | 0.01% | +300 | New |
| Evermay Wealth Management LLC | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 281 | $19.5K | 0.01% | +3+1.1% | Added |
| Annapolis Financial Services, LLC | 280 | $19.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 256 | $17.8K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $17.4K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 250 | $17.4K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 250 | $17.4K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $17.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 237 | $16.5K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 233 | $16.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 217 | $15.1K | 0.01% | −28−11.4% | Reduced |
| Barrett & Company, Inc. | 216 | $15.0K | 0.01% | +150+227.3% | Added |
| Highlander Capital Management, LLC | 220 | $15.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 207 | $14.4K | 0.00% | −335−61.8% | Reduced |
| Cyrus J. Lawrence, LLC | 200 | $14.0K | 0.00% | −967−82.9% | Reduced |
| Winch Advisory Services, LLC | 204 | $14.0K | 0.01% | +3+1.5% | Added |
| TSFG, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 200 | $13.9K | 0.00% | +200 | New |
| Pointe Capital Management LLC | 190 | $13.2K | 0.01% | +190 | New |
| Hoese & Co LLP | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 181 | $12.6K | 0.01% | +2+1.1% | Added |
| Tilia Fiduciary Partners, Inc. | 175 | $12.2K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 174 | $12.1K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 165 | $11.5K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 157 | $10.9K | 0.01% | +1+0.6% | Added |
| Piershale Financial Group, Inc. | 150 | $10.4K | 0.01% | −40−21.1% | Reduced |
| PFG Private Wealth Management, LLC | 147 | $10.2K | 0.01% | +78+113.0% | Added |
| Tower View Investment Management & Research LLC | 138 | $10.0K | 0.01% | +1+0.7% | Added |
| Stephenson National Bank & Trust | 140 | $9.74K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 116 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 125 | $8.70K | 0.00% | −210−62.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 113 | $8.00K | 0.00% | −18−13.7% | Reduced |
| Guardian Wealth Management, Inc. | 109 | $7.60K | 0.01% | +1+0.9% | Added |
| Cutler Group LP | 112 | $7.00K | 0.00% | −31−21.7% | Reduced |
| KB Financial Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 88 | $6.12K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 85 | $5.91K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 74 | $5.00K | 0.00% | +74 | New |
| Private Ocean, LLC | 60 | $4.17K | 0.00% | +60 | New |
| Gs Investments, Inc. | 51 | $3.55K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 50 | $3.48K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 47 | $3.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $2.99K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 43 | $2.98K | 0.00% | +1+2.4% | Added |
| Disciplined Investments, LLC | 39 | $2.71K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 39 | $2.71K | 0.00% | +39 | New |
| PayPay Securities Corp | 37 | $2.57K | 0.17% | −15−28.8% | Reduced |
| Ridgewood Investments LLC | 35 | $2.44K | 0.00% | +35 | New |
| Hollencrest Capital Management | 30 | $2.09K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 28 | $2.00K | 0.00% | −649−95.9% | Reduced |
| WestEnd Advisors, LLC | – | $1.74K | 0.00% | – | – |
| Trifecta Capital Advisors, LLC | 23 | $1.60K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 23 | $1.60K | 0.00% | +23 | New |
| Ten Capital Wealth Advisors, LLC | 22 | $1.53K | 0.00% | −18−45.0% | Reduced |
| Financial Avengers, Inc. | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.25K | 0.00% | −5−21.7% | Reduced |