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 5 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 |
|---|---|---|---|---|---|
| Eagle Ridge Investment Management | 167,406 | $11.6M | 1.31% | +14,181+9.3% | Added |
| CCM Investment Advisers LLC | 167,327 | $11.6M | 1.65% | −18,633−10.0% | Reduced |
| State of Alaska, Department of Revenue | 164,957 | $11.5M | 0.14% | −2,020−1.2% | Reduced |
| M&T Bank Corp | 164,468 | $11.4M | 0.04% | +11,626+7.6% | Added |
| ProShare Advisors LLC | 163,801 | $11.4M | 0.03% | −7,362−4.3% | Reduced |
| Vestcor Inc | 160,341 | $11.2M | 0.41% | −25,384−13.7% | Reduced |
| Leavell Investment Management, Inc. | 160,121 | $11.1M | 0.79% | −1,269−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 158,500 | $11.0M | 0.09% | +6,040+4.0% | Added |
| Mutual of America Capital Management LLC | 155,738 | $10.8M | 0.13% | +262+0.2% | Added |
| New York Life Investment Management LLC | 153,824 | $10.7M | 0.12% | +375+0.2% | Added |
| CIBC Private Wealth Group, LLC | 132,682 | $10.5M | 0.03% | +14,098+11.9% | Added |
| Mercer Global Advisors Inc | 150,537 | $10.5M | 0.05% | +18,412+13.9% | Added |
| DekaBank Deutsche Girozentrale | 150,497 | $10.3M | 0.03% | −27,893−15.6% | Reduced |
| Advisory Services Network, LLC | 146,940 | $10.2M | 0.28% | −676−0.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 146,350 | $10.2M | 2.76% | +4,096+2.9% | Added |
| Stephens Inc | 145,021 | $10.1M | 0.19% | +5,081+3.6% | Added |
| Gulf International Bank (UK) Ltd | 142,976 | $9.95M | 0.21% | −43,572−23.4% | Reduced |
| Rockland Trust Co | 141,608 | $9.85M | 0.62% | +6,259+4.6% | Added |
| Pinnacle Financial Partners Inc | 137,953 | $9.60M | 0.26% | +10,443+8.2% | Added |
| Element Capital Management LLC | 136,458 | $9.49M | 0.72% | +136,458 | New |
| Becker Capital Management Inc | 136,023 | $9.46M | 0.37% | +8,308+6.5% | Added |
| Bell Bank | 135,588 | $9.43M | 1.00% | +10,194+8.1% | Added |
| Bridgeworth, LLC | 134,476 | $9.36M | 1.18% | +1,530+1.2% | Added |
| Bragg Financial Advisors, Inc | 130,778 | $9.10M | 0.54% | +4,618+3.7% | Added |
| Xponance, Inc. | 129,100 | $8.98M | 0.13% | +4,194+3.4% | Added |
| Czech National Bank | 128,252 | $8.92M | 0.22% | +822+0.6% | Added |
| National Bank of Canada | 127,565 | $8.87M | 0.02% | +51,126+66.9% | Added |
| Keybank National Association | 125,745 | $8.75M | 0.04% | −1,374−1.1% | Reduced |
| Intact Investment Management Inc. | 124,600 | $8.67M | 0.36% | −10,700−7.9% | Reduced |
| Buckhead Capital Management LLC | 123,117 | $8.57M | 2.02% | −227−0.2% | Reduced |
| Atria Investments LLC | 122,487 | $8.52M | 0.16% | +18,477+17.8% | Added |
| Nissay Asset Management Corp | 121,015 | $8.42M | 0.08% | −4,514−3.6% | Reduced |
| Fifth Third Bancorp | 120,927 | $8.41M | 0.04% | −2,064−1.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 120,000 | $8.35M | 0.16% | +80,000+200.0% | Added |
| Biondo Investment Advisors, LLC | 119,253 | $8.30M | 1.68% | +981+0.8% | Added |
| Edge Capital Group, LLC | 119,174 | $8.29M | 0.51% | +110,876+1,336.2% | Added |
| Signature Wealth Management Group | 119,045 | $8.28M | 3.93% | +382+0.3% | Added |
| ARS Wealth Advisors Group, LLC | 118,132 | $8.22M | 1.52% | +36,872+45.4% | Added |
| Exchange Traded Concepts, LLC | 118,064 | $8.21M | 0.23% | +109,616+1,297.5% | Added |
| TCTC Holdings, LLC | 117,896 | $8.20M | 0.33% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 116,389 | $8.10M | 0.15% | +20,233+21.0% | Added |
| Independent Advisor Alliance | 115,233 | $8.02M | 0.39% | +7,264+6.7% | Added |
| Kempen Capital Management N.V. | 114,906 | $8.00M | 0.15% | +11,874+11.5% | Added |
| Hantz Financial Services, Inc. | 113,848 | $7.92M | 0.22% | +2,074+1.9% | Added |
| Raymond James Trust N.A. | 113,558 | $7.90M | 0.25% | +9,788+9.4% | Added |
| Fiduciary Group LLC | 112,193 | $7.81M | 1.01% | −717−0.6% | Reduced |
| Associated Banc-Corp | 112,108 | $7.80M | 0.31% | +1,173+1.1% | Added |
| Davenport & Co LLC | 111,762 | $7.78M | 0.06% | +690+0.6% | Added |
| Royal London Asset Management Ltd | 111,401 | $7.75M | 0.03% | +4,410+4.1% | Added |
| Westpac Banking Corp | 111,224 | $7.74M | 0.10% | +6,412+6.1% | Added |
| Holocene Advisors, LP | 111,070 | $7.73M | 0.04% | +95,374+607.6% | Added |
| Cetera Advisors LLC | 110,286 | $7.67M | 0.13% | +14,979+15.7% | Added |
| Fisher Asset Management, LLC | 110,219 | $7.67M | 0.00% | −5,451−4.7% | Reduced |
| Umb Bank N A | 108,938 | $7.58M | 0.12% | +3,318+3.1% | Added |
| Kanawha Capital Management LLC | 108,905 | $7.58M | 0.73% | +1,570+1.5% | Added |
| Advocate Group LLC | 108,144 | $7.52M | 1.64% | −14,735−12.0% | Reduced |
| Beacon Pointe Advisors, LLC | 105,168 | $7.32M | 0.12% | +32,698+45.1% | Added |
| Advisors Management Group Inc | 104,259 | $7.25M | 2.31% | +3,461+3.4% | Added |
| Jacobs Levy Equity Management, Inc | 103,379 | $7.19M | 0.04% | +98,885+2,200.4% | Added |
| Mayflower Financial Advisors, LLC | 103,110 | $7.17M | 0.94% | +89+0.1% | Added |
| Man Group plc | – | $7.14M | 0.03% | – | – |
| Commerce Bank | 102,061 | $7.10M | 0.06% | +835+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 101,748 | $7.08M | 0.16% | +8,214+8.8% | Added |
| Teachers Retirement System of the State of Kentucky | 101,084 | $7.03M | 0.07% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 100,896 | $7.02M | 0.27% | +100,896 | New |
| Zions Bancorporation, N.A. | 100,331 | $6.98M | 0.60% | +16,303+19.4% | Added |
| Cornerstone Advisors, LLC | 98,000 | $6.82M | 0.32% | −18,500−15.9% | Reduced |
| British Columbia Investment Management Corp | 97,404 | $6.78M | 0.07% | +903+0.9% | Added |
| Churchill Management Corp | 97,379 | $6.78M | 0.14% | +80+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 97,151 | $6.76M | 0.82% | +576+0.6% | Added |
| First PREMIER Bank | 95,160 | $6.62M | 1.93% | −520−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 95,116 | $6.62M | 0.03% | −6,139−6.1% | Reduced |
| Insight Folios Inc | 95,049 | $6.61M | 2.93% | +3,510+3.8% | Added |
| MainStreet Investment Advisors LLC | 94,350 | $6.56M | 0.72% | +2,319+2.5% | Added |
| Neuberger Berman Group LLC | 93,857 | $6.53M | 0.01% | −20,171−17.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 92,139 | $6.41M | 0.88% | −364−0.4% | Reduced |
| Hartford Investment Management Co | 91,643 | $6.38M | 0.22% | +12,890+16.4% | Added |
| Principle Wealth Partners LLC | 91,174 | $6.34M | 0.68% | −1,297−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 90,942 | $6.33M | 3.22% | +2,842+3.2% | Added |
| Visionary Wealth Advisors | 90,924 | $6.33M | 0.54% | +5,926+7.0% | Added |
| Trustmark National Bank Trust Department | 90,630 | $6.31M | 0.57% | +528+0.6% | Added |
| Thomasville National Bank | 90,354 | $6.29M | 0.65% | +1,836+2.1% | Added |
| Alerus Financial NA | 90,235 | $6.28M | 0.56% | +4,168+4.8% | Added |
| Blair William & Co | 90,187 | $6.28M | 0.03% | −1,798−2.0% | Reduced |
| NewSquare Capital LLC | 90,173 | $6.27M | 0.74% | +6,892+8.3% | Added |
| Securian Asset Management, Inc | 90,064 | $6.27M | 0.17% | +564+0.6% | Added |
| Massmutual Trust Co FSB | 89,807 | $6.25M | 0.24% | +1,213+1.4% | Added |
| Private Advisor Group, LLC | 89,352 | $6.22M | 0.06% | −3,416−3.7% | Reduced |
| RFG Advisory, LLC | 88,433 | $6.15M | 0.30% | +768+0.9% | Added |
| Keel Point, LLC | 88,250 | $6.14M | 0.89% | +486+0.6% | Added |
| Elo Mutual Pension Insurance Co | 86,929 | $6.05M | 0.19% | +2,685+3.2% | Added |
| Thrivent Financial for Lutherans | 86,313 | $6.00M | 0.01% | +14,771+20.6% | Added |
| Maryland State Retirement & Pension System | 86,084 | $5.99M | 0.13% | +508+0.6% | Added |
| Kentucky Retirement Systems | 86,078 | $5.99M | 0.22% | +2,503+3.0% | Added |
| Wealthfront Advisers LLC | 85,451 | $5.95M | 0.03% | −77,221−47.5% | Reduced |
| Windle Wealth, LLC | 84,462 | $5.88M | 4.36% | +2,646+3.2% | Added |
| Oregon Public Employees Retirement Fund | 84,204 | $5.86M | 0.07% | +272+0.3% | Added |
| Avantax Advisory Services, Inc. | 83,979 | $5.84M | 0.07% | −2,831−3.3% | Reduced |
| Daiwa Securities Group Inc. | 83,630 | $5.82M | 0.04% | +6,223+8.0% | Added |
| Central Trust Co | 83,477 | $5.81M | 0.17% | +156+0.2% | Added |