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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 83,218 | $5.79M | 0.12% | +2,213+2.7% | Added |
| Old Point Trust & Financial Services N A | 83,124 | $5.78M | 2.53% | +595+0.7% | Added |
| Decade Renewable Partners LP | 82,900 | $5.77M | 2.11% | −32,391−28.1% | Reduced |
| Sky Investment Group LLC | 82,249 | $5.72M | 1.31% | +2,225+2.8% | Added |
| Bank of Nova Scotia | 80,970 | $5.63M | 0.02% | −39,599−32.8% | Reduced |
| Rafferty Asset Management, LLC | 79,956 | $5.56M | 0.04% | +8,914+12.5% | Added |
| Huntington National Bank | 79,252 | $5.51M | 0.05% | −1,349−1.7% | Reduced |
| Carret Asset Management, LLC | 79,152 | $5.51M | 0.76% | −4,195−5.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 77,965 | $5.42M | 0.55% | −475−0.6% | Reduced |
| Chronos Wealth Management, LLC | 77,863 | $5.42M | 4.07% | +287+0.4% | Added |
| CWM, LLC | 77,043 | $5.36M | 0.04% | +11,683+17.9% | Added |
| IFG Advisory, LLC | 76,773 | $5.34M | 0.50% | +6,430+9.1% | Added |
| TD Private Client Wealth LLC | 75,659 | $5.26M | 0.24% | +1,126+1.5% | Added |
| D.A. Davidson & Co. | 74,736 | $5.20M | 0.06% | +4,064+5.8% | Added |
| Naples Global Advisors, LLC | 74,206 | $5.16M | 0.64% | +764+1.0% | Added |
| South Dakota Investment Council | 74,206 | $5.16M | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 72,807 | $5.11M | 0.06% | −1,682−2.3% | Reduced |
| Institutional & Family Asset Management, LLC | 73,394 | $5.11M | 0.85% | +1,415+2.0% | Added |
| Advisors Asset Management, Inc. | 72,872 | $5.07M | 0.10% | +5,643+8.4% | Added |
| Lido Advisors, LLC | 72,746 | $5.06M | 0.07% | +2,015+2.8% | Added |
| Level Four Advisory Services, LLC | 72,505 | $5.04M | 0.33% | −9,045−11.1% | Reduced |
| Atria Wealth Solutions, Inc. | 72,257 | $5.03M | 0.07% | +3,682+5.4% | Added |
| Albion Financial Group | 72,136 | $5.02M | 0.46% | −793−1.1% | Reduced |
| Carson Advisory Inc. | 71,771 | $4.99M | 4.44% | −1,145−1.6% | Reduced |
| National Asset Management, Inc. | 71,233 | $4.96M | 0.13% | +16,777+30.8% | Added |
| Warren Averett Asset Management, LLC | 71,100 | $4.95M | 0.26% | +4,346+6.5% | Added |
| Louisiana State Employees Retirement System | 70,800 | $4.93M | 0.12% | +500+0.7% | Added |
| Telos Capital Management, Inc. | 70,693 | $4.92M | 0.69% | +3,702+5.5% | Added |
| Kettle Hill Capital Management, LLC | 70,169 | $4.88M | 1.12% | +70,169 | New |
| Sigma Planning Corp | 69,911 | $4.86M | 0.16% | −182−0.3% | Reduced |
| Panagora Asset Management Inc | 68,921 | $4.80M | 0.03% | −15,490−18.4% | Reduced |
| JustInvest LLC | 68,378 | $4.76M | 0.17% | +16,945+32.9% | Added |
| Prospera Financial Services Inc | 68,239 | $4.75M | 0.20% | +4,534+7.1% | Added |
| Anchor Investment Management, LLC | 68,004 | $4.73M | 0.64% | −1,983−2.8% | Reduced |
| Goelzer Investment Management, Inc. | 67,067 | $4.67M | 0.41% | +7,558+12.7% | Added |
| Schnieders Capital Management LLC | 66,570 | $4.63M | 1.04% | −7,269−9.8% | Reduced |
| Pacer Advisors, Inc. | 66,452 | $4.62M | 0.02% | −120,458−64.4% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 65,617 | $4.57M | 2.85% | +16,135+32.6% | Added |
| Moors & Cabot, Inc. | 65,389 | $4.55M | 0.31% | −356−0.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 65,303 | $4.55M | 0.55% | +4,038+6.6% | Added |
| Arkadios Wealth Advisors | 65,315 | $4.54M | 0.54% | +2,296+3.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 65,268 | $4.54M | 0.28% | +9,310+16.6% | Added |
| KBC Group NV | 64,164 | $4.46M | 0.02% | +5,311+9.0% | Added |
| Coldstream Capital Management Inc | 63,767 | $4.44M | 0.15% | +1,196+1.9% | Added |
| Birmingham Capital Management Co Inc | 63,250 | $4.40M | 1.76% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 63,200 | $4.40M | 0.25% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 61,970 | $4.39M | 2.80% | +4,066+7.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,817 | $4.37M | 0.02% | −1,553−2.4% | Reduced |
| Ellsworth Advisors, LLC | 62,187 | $4.33M | 1.52% | +4,483+7.8% | Added |
| Stratos Wealth Advisors, LLC | 61,952 | $4.31M | 0.33% | +46+0.1% | Added |
| Glenmede Trust Co NA | 61,883 | $4.31M | 0.02% | −3,177−4.9% | Reduced |
| Coston, McIsaac & Partners | 61,859 | $4.30M | 1.60% | +3,972+6.9% | Added |
| Virginia Wealth Management Group, Inc. | 61,750 | $4.30M | 2.95% | +1,050+1.7% | Added |
| Shilanski & Associates, Inc. | 59,728 | $4.27M | 1.92% | +1,298+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 61,218 | $4.26M | 0.07% | +7,253+13.4% | Added |
| Community Bank & Trust, Waco, Texas | 61,082 | $4.25M | 1.35% | −199−0.3% | Reduced |
| CIBC World Markets Inc. | 60,667 | $4.22M | 0.02% | −7,122−10.5% | Reduced |
| Siemens Fonds Invest GmbH | 60,313 | $4.20M | 0.44% | −123−0.2% | Reduced |
| Montag A & Associates Inc | 59,929 | $4.17M | 0.27% | +2,726+4.8% | Added |
| Bridge Creek Capital Management LLC | 59,781 | $4.16M | 1.56% | +1,086+1.9% | Added |
| City Holding Co | 59,158 | $4.12M | 0.74% | +2,880+5.1% | Added |
| Steward Partners Investment Advisory, LLC | 58,967 | $4.10M | 0.07% | −179−0.3% | Reduced |
| Pathstone Family Office, LLC | 60,359 | $4.10M | 0.07% | −20,295−25.2% | Reduced |
| Harvest Portfolios Group Inc. | 58,858 | $4.10M | 0.20% | +4,259+7.8% | Added |
| Foundations Investment Advisors, LLC | 58,467 | $4.07M | 0.15% | +13,332+29.5% | Added |
| Pathway Financial Advisers, LLC | 58,157 | $4.05M | 1.63% | +1,307+2.3% | Added |
| Stratos Wealth Partners, LTD. | 58,148 | $4.05M | 0.11% | −5,917−9.2% | Reduced |
| Norinchukin Bank, The | 58,098 | $4.04M | 0.08% | +2,130+3.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 56,957 | $3.96M | 1.23% | +273+0.5% | Added |
| Clearbridge Investments, LLC | 56,914 | $3.96M | 0.00% | −5,350−8.6% | Reduced |
| Brookstone Capital Management | 54,446 | $3.94M | 0.08% | +9,885+22.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 56,174 | $3.91M | 1.18% | +2,419+4.5% | Added |
| Ieq Capital, LLC | 55,864 | $3.89M | 0.09% | +9,516+20.5% | Added |
| Simmons Bank | 55,802 | $3.88M | 0.33% | +731+1.3% | Added |
| Cyndeo Wealth Partners, LLC | 55,762 | $3.88M | 0.42% | +52,309+1,514.9% | Added |
| Intech Investment Management LLC | 55,753 | $3.88M | 0.03% | −2,007−3.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 55,658 | $3.87M | 0.06% | +11,320+25.5% | Added |
| Wesbanco Bank Inc | 55,644 | $3.87M | 0.17% | 00.0% | Unchanged |
| CIBC World Markets Corp | 55,053 | $3.83M | 0.06% | −72,938−57.0% | Reduced |
| Laurel Wealth Advisors LLC | 54,428 | $3.79M | 0.81% | +2,725+5.3% | Added |
| Richard Bernstein Advisors LLC | 54,039 | $3.76M | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 53,723 | $3.74M | 0.33% | +2,660+5.2% | Added |
| Savant Capital, LLC | 52,992 | $3.69M | 0.07% | +15,513+41.4% | Added |
| Sequoia Financial Advisors, LLC | 51,797 | $3.60M | 0.08% | +1,816+3.6% | Added |
| Centaurus Financial, Inc. | 51,718 | $3.60M | 0.29% | −5,146−9.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 51,200 | $3.56M | 2.04% | +136+0.3% | Added |
| Nordea Investment Management AB | 51,306 | $3.55M | 0.01% | +3,449+7.2% | Added |
| Trinity Legacy Partners, LLC | 50,870 | $3.54M | 1.33% | +1,038+2.1% | Added |
| StoneX Group Inc. | 50,640 | $3.52M | 0.39% | +2,611+5.4% | Added |
| Putnam Investments LLC | 50,642 | $3.52M | 0.01% | −4,568−8.3% | Reduced |
| Crestline Management, LP | 50,500 | $3.51M | 0.43% | +50,500 | New |
| New Mexico Educational Retirement Board | 50,387 | $3.51M | 0.18% | −1,600−3.1% | Reduced |
| First National Trust Co | 50,214 | $3.49M | 0.19% | +35+0.1% | Added |
| Sugarloaf Wealth Management, LLC | 49,815 | $3.47M | 0.85% | −180.0% | Reduced |
| Profund Advisors LLC | 49,445 | $3.44M | 0.21% | −2,783−5.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 49,114 | $3.42M | 0.14% | +1,824+3.9% | Added |
| Integrated Wealth Concepts LLC | 48,744 | $3.39M | 0.07% | +30,240+163.4% | Added |
| Metropolitan Life Insurance Co | 48,694 | $3.39M | 0.17% | −14,274−22.7% | Reduced |
| ICA Group Wealth Management, LLC | 48,454 | $3.37M | 0.80% | +516+1.1% | Added |
| Fulton Bank, N.A. | 48,062 | $3.34M | 0.18% | −693−1.4% | Reduced |