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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 47,822 | $3.33M | 0.07% | −1,507−3.1% | Reduced |
| Palisade Asset Management, LLC | 47,574 | $3.31M | 0.41% | −75−0.2% | Reduced |
| FAI Wealth Management | 47,499 | $3.30M | 3.00% | −177−0.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 47,261 | $3.29M | 0.22% | −58−0.1% | Reduced |
| All Terrain Financial Advisors, LLC | 47,124 | $3.28M | 1.59% | +1,452+3.2% | Added |
| Canandaigua National Bank & Trust Co | 46,954 | $3.27M | 0.55% | +46,954 | New |
| Squarepoint Ops LLC | 46,673 | $3.25M | 0.02% | −2,920−5.9% | Reduced |
| First Bank & Trust | 46,620 | $3.24M | 0.86% | +2,777+6.3% | Added |
| Lakeview Capital Partners, LLC | 42,472 | $3.17M | 0.98% | +3,257+8.3% | Added |
| Wealthcare Advisory Partners LLC | 45,505 | $3.17M | 0.14% | +506+1.1% | Added |
| Hengehold Capital Management LLC | 45,350 | $3.16M | 0.43% | +546+1.2% | Added |
| Private Asset Management Inc | 45,324 | $3.15M | 0.52% | −4,141−8.4% | Reduced |
| Csenge Advisory Group | 45,012 | $3.13M | 0.23% | −3,442−7.1% | Reduced |
| Raleigh Capital Management Inc. | 44,126 | $3.07M | 1.52% | +4,302+10.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,113 | $3.06M | 0.04% | +8,541+24.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 43,970 | $3.06M | 0.11% | +356+0.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,963 | $3.06M | 0.36% | −2,480−5.3% | Reduced |
| Advisor Partners II, LLC | 43,963 | $3.06M | 0.17% | +777+1.8% | Added |
| Argent Trust Co | 43,911 | $3.06M | 0.19% | +6,117+16.2% | Added |
| OneAscent Wealth Management LLC | 43,853 | $3.05M | 1.19% | −11,538−20.8% | Reduced |
| First County Bank | 43,821 | $3.05M | 1.50% | +747+1.7% | Added |
| Main Street Financial Solutions, LLC | 43,803 | $3.05M | 0.45% | +2,209+5.3% | Added |
| MTM Investment Management, LLC | 43,743 | $3.04M | 1.56% | +37+0.1% | Added |
| Red Cedar Investment Management, LLC | 43,418 | $3.02M | 0.47% | +14,659+51.0% | Added |
| Shelton Capital Management | 43,082 | $3.00M | 0.13% | +9,082+26.7% | Added |
| Vectors Research Management, LLC | 43,028 | $2.99M | 0.77% | −4,398−9.3% | Reduced |
| Dearborn Partners LLC | 42,923 | $2.99M | 0.12% | +50+0.1% | Added |
| First Citizens Bank & Trust Co | 42,880 | $2.98M | 0.06% | +8,037+23.1% | Added |
| Sovereign Financial Group, Inc. | 42,211 | $2.94M | 1.09% | +168+0.4% | Added |
| Signaturefd, LLC | 42,209 | $2.94M | 0.08% | +1,410+3.5% | Added |
| Cary Street Partner Investment Advisory LLC | 42,182 | $2.94M | 0.21% | −4,372−9.4% | Reduced |
| Pinnacle Associates Ltd | 41,968 | $2.92M | 0.06% | +2,380+6.0% | Added |
| Rench Wealth Management, Inc. | 41,750 | $2.90M | 1.39% | −3,830−8.4% | Reduced |
| Andra AP-fonden | 41,500 | $2.89M | 0.08% | −41,800−50.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 41,453 | $2.88M | 0.20% | +3,295+8.6% | Added |
| Pettyjohn, Wood & White, Inc | 41,371 | $2.88M | 0.70% | −334−0.8% | Reduced |
| Clarkston Capital Partners, LLC | 40,262 | $2.80M | 0.05% | 00.0% | Unchanged |
| Lantz Financial LLC | 40,261 | $2.80M | 1.17% | −27−0.1% | Reduced |
| Brick & Kyle, Associates | 40,098 | $2.79M | 1.60% | +74+0.2% | Added |
| Shorepoint Capital Partners LLC | 39,607 | $2.76M | 0.79% | +848+2.2% | Added |
| Cantor Fitzgerald, L. P. | 39,232 | $2.73M | 0.06% | +5,775+17.3% | Added |
| Greatmark Investment Partners, Inc. | 39,147 | $2.72M | 0.49% | −175−0.4% | Reduced |
| McRae Capital Management Inc | 39,029 | $2.72M | 0.78% | −2,150−5.2% | Reduced |
| Eudaimonia Advisors LLC | 39,010 | $2.71M | 1.83% | −202−0.5% | Reduced |
| Woodmont Investment Counsel LLC | 38,855 | $2.70M | 0.29% | −2,188−5.3% | Reduced |
| GYL Financial Synergies, LLC | 38,738 | $2.70M | 0.32% | +38,738 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 38,738 | $2.69M | 0.22% | +643+1.7% | Added |
| Te Ahumairangi Investment Management Ltd | 38,636 | $2.69M | 0.39% | +3,000+8.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 38,605 | $2.69M | 1.67% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 38,441 | $2.67M | 0.11% | −2,398−5.9% | Reduced |
| HNP Capital LLC | 38,290 | $2.66M | 0.74% | −6,470−14.5% | Reduced |
| Reaves W H & Co Inc | 38,283 | $2.66M | 0.10% | −353,568−90.2% | Reduced |
| D L Carlson Investment Group Inc | 38,188 | $2.66M | 0.60% | −6,029−13.6% | Reduced |
| Armor Investment Advisors, LLC | 38,046 | $2.65M | 1.51% | −1,125−2.9% | Reduced |
| Rothschild Investment Corp | 37,935 | $2.64M | 0.23% | −60−0.2% | Reduced |
| Family Legacy, Inc. | 37,724 | $2.62M | 1.12% | +500+1.3% | Added |
| Tiaa, FSB | 37,383 | $2.60M | 0.01% | −2,160−5.5% | Reduced |
| Snowden Capital Advisors LLC | 37,006 | $2.57M | 0.10% | +1,496+4.2% | Added |
| Vinva Investment Management Ltd | 37,053 | $2.56M | 0.22% | +37,053 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,500 | $2.54M | 0.00% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 36,473 | $2.54M | 0.53% | +19,015+108.9% | Added |
| Peapack Gladstone Financial Corp | 36,518 | $2.52M | 0.05% | +397+1.1% | Added |
| Brown Advisory Inc | 36,219 | $2.52M | 0.00% | −376−1.0% | Reduced |
| Bailard, Inc. | 36,072 | $2.51M | 0.09% | −265−0.7% | Reduced |
| Everence Capital Management Inc | 36,061 | $2.51M | 0.21% | 00.0% | Unchanged |
| Day & Ennis, LLC | 36,032 | $2.51M | 0.93% | −151−0.4% | Reduced |
| Leelyn Smith, LLC | 35,896 | $2.50M | 0.64% | +1,010+2.9% | Added |
| Veritable, L.P. | 35,803 | $2.49M | 0.04% | −9,226−20.5% | Reduced |
| Merit Financial Group, LLC | 35,699 | $2.48M | 0.09% | −735−2.0% | Reduced |
| Argyle Capital Management Inc. | 35,698 | $2.48M | 0.87% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 35,536 | $2.47M | 0.10% | +1,604+4.7% | Added |
| Kestra Private Wealth Services, LLC | 35,402 | $2.46M | 0.10% | +1,065+3.1% | Added |
| United Bank | 34,804 | $2.42M | 1.42% | +23+0.1% | Added |
| Ronald Blue Trust, Inc. | 33,567 | $2.40M | 0.04% | +5,519+19.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,220 | $2.38M | 0.06% | +99+0.3% | Added |
| Metis Global Partners, LLC | 34,111 | $2.37M | 0.15% | +11,491+50.8% | Added |
| Bokf, NA | 33,846 | $2.36M | 0.05% | −31,155−47.9% | Reduced |
| Essex Financial Services, Inc. | 33,736 | $2.35M | 0.25% | −60−0.2% | Reduced |
| Hayek Kallen Investment Management | 33,519 | $2.33M | 1.05% | −949−2.8% | Reduced |
| 1832 Asset Management L.P. | 33,285 | $2.32M | 0.00% | −133−0.4% | Reduced |
| Forte Capital LLC | 32,910 | $2.29M | 0.35% | −1,356−4.0% | Reduced |
| Imprint Wealth LLC | 32,817 | $2.28M | 1.50% | +32,817 | New |
| Mountain Capital Investment Advisors, Inc | 31,475 | $2.28M | 1.00% | −765−2.4% | Reduced |
| Sawtooth Solutions, LLC | 32,547 | $2.26M | 0.06% | +18,997+140.2% | Added |
| Green Square Capital Advisors LLC | 32,524 | $2.26M | 0.30% | +1,254+4.0% | Added |
| Hartford Financial Management Inc. | 32,447 | $2.26M | 0.58% | −266−0.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,350 | $2.25M | 0.20% | −627−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 32,021 | $2.23M | 0.05% | +1,752+5.8% | Added |
| Mainstay Capital Management LLC | 32,004 | $2.23M | 0.44% | +1,680+5.5% | Added |
| Mechanics Bank Trust Department | 31,890 | $2.22M | 0.37% | +215+0.7% | Added |
| Wills Financial Group, Inc. | 31,752 | $2.21M | 1.19% | +125+0.4% | Added |
| Coastal Bridge Advisors, LLC | 31,137 | $2.17M | 0.55% | +149+0.5% | Added |
| D. E. Shaw & Co., Inc. | 30,991 | $2.16M | 0.00% | −32,773−51.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,891 | $2.15M | 0.22% | +20+0.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 30,841 | $2.15M | 0.48% | −545−1.7% | Reduced |
| Venture Visionary Partners LLC | 30,786 | $2.14M | 0.14% | +3,316+12.1% | Added |
| Cullen/Frost Bankers, Inc. | 30,681 | $2.13M | 0.04% | −855−2.7% | Reduced |
| South State Corp. | 30,570 | $2.13M | 0.20% | −7,412−19.5% | Reduced |
| Proequities, Inc. | 30,255 | $2.11M | 0.16% | −1,207−3.8% | Reduced |
| Essex LLC | 29,474 | $2.10M | 0.64% | 00.0% | Unchanged |