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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 30,000 | $2.09M | 0.11% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 28,277 | $2.08M | 1.22% | −30−0.1% | Reduced |
| Kavar Capital Partners Group, LLC | 29,814 | $2.07M | 0.45% | −275−0.9% | Reduced |
| Empirical Finance, LLC | 29,698 | $2.07M | 0.19% | +1,695+6.1% | Added |
| Texas Yale Capital Corp. | 29,694 | $2.07M | 0.10% | −268−0.9% | Reduced |
| Walleye Capital LLC | 29,681 | $2.07M | 0.04% | −10,440−26.0% | Reduced |
| Hancock Whitney Corp | 29,637 | $2.06M | 0.08% | −278−0.9% | Reduced |
| Calamos Wealth Management LLC | 29,642 | $2.06M | 0.16% | +145+0.5% | Added |
| Moody National Bank Trust Division | 28,917 | $2.01M | 0.17% | +644+2.3% | Added |
| Dynamic Advisor Solutions LLC | 28,576 | $1.99M | 0.12% | +1,938+7.3% | Added |
| Global Retirement Partners, LLC | 26,697 | $1.96M | 0.10% | +2,565+10.6% | Added |
| Miller Howard Investments Inc | 28,072 | $1.95M | 0.07% | +4,853+20.9% | Added |
| Jacobi Capital Management LLC | 27,972 | $1.95M | 0.23% | −242−0.9% | Reduced |
| Johnson Investment Counsel Inc | 27,952 | $1.94M | 0.03% | +504+1.8% | Added |
| Regal Investment Advisors LLC | 27,915 | $1.94M | 0.17% | +2,027+7.8% | Added |
| Redwood Investment Management, LLC | 27,800 | $1.93M | 0.21% | +882+3.3% | Added |
| FourThought Financial Partners, LLC | 27,729 | $1.93M | 0.26% | +1,227+4.6% | Added |
| Sowell Financial Services LLC | 27,724 | $1.93M | 0.15% | −2,396−8.0% | Reduced |
| Robbins Farley LLC | 27,685 | $1.93M | 1.42% | +176+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,591 | $1.92M | 0.10% | −31,380−53.2% | Reduced |
| LBMC Investment Advisors, LLC | 27,533 | $1.92M | 0.19% | +311+1.1% | Added |
| Bank of Hawaii | 27,455 | $1.91M | 0.11% | +567+2.1% | Added |
| Adalta Capital Management LLC | 27,261 | $1.90M | 1.33% | +111+0.4% | Added |
| Ontario Teachers Pension Plan Board | 27,122 | $1.89M | 0.02% | −8,079−23.0% | Reduced |
| Nepsis, Inc. | 26,917 | $1.87M | 0.62% | −503−1.8% | Reduced |
| Greenleaf Trust | 26,858 | $1.87M | 0.02% | +2,706+11.2% | Added |
| United Services Automobile Association | 26,820 | $1.87M | 0.06% | −15,755−37.0% | Reduced |
| Cipher Capital LP | 26,761 | $1.86M | 0.34% | −26,067−49.3% | Reduced |
| TFG Advisers LLC | 26,703 | $1.86M | 0.90% | +238+0.9% | Added |
| Harbour Investments, Inc. | 26,504 | $1.84M | 0.10% | +1,420+5.7% | Added |
| Azimuth Capital Investment Management LLC | 26,240 | $1.83M | 0.09% | +230+0.9% | Added |
| Old National Bancorp | 26,187 | $1.82M | 0.06% | −2,802−9.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 25,512 | $1.82M | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 26,138 | $1.82M | 0.02% | −147−0.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 26,128 | $1.82M | 0.56% | −39,053−59.9% | Reduced |
| NBT Bank N A | 26,113 | $1.82M | 0.27% | −216−0.8% | Reduced |
| Stock Yards Bank & Trust Co | 26,071 | $1.81M | 0.07% | +123+0.5% | Added |
| Diversified, LLC | 26,017 | $1.81M | 0.65% | +1,265+5.1% | Added |
| Apollon Wealth Management, LLC | 25,966 | $1.81M | 0.11% | +4,141+19.0% | Added |
| Sculati Wealth Management, LLC | 25,944 | $1.81M | 0.96% | −5,027−16.2% | Reduced |
| IHT Wealth Management, LLC | 25,845 | $1.80M | 0.10% | +1,492+6.1% | Added |
| Verdence Capital Advisors LLC | 25,815 | $1.80M | 0.22% | +954+3.8% | Added |
| John G Ullman & Associates Inc | 25,800 | $1.79M | 0.28% | −78−0.3% | Reduced |
| Capital Square, LLC | 24,736 | $1.79M | 1.65% | +67+0.3% | Added |
| NTV Asset Management LLC | 25,706 | $1.79M | 0.33% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 25,690 | $1.79M | 0.24% | +1,827+7.7% | Added |
| Private Advisory Group LLC | 25,682 | $1.79M | 0.38% | +5,567+27.7% | Added |
| Wright Investors Service Inc | 25,638 | $1.78M | 0.51% | +25,638 | New |
| Old Port Advisors | 24,791 | $1.78M | 0.64% | +1,328+5.7% | Added |
| Waters Parkerson & Co., LLC | 25,181 | $1.75M | 0.10% | −20−0.1% | Reduced |
| Allworth Financial LP | 25,008 | $1.74M | 0.02% | +1,541+6.6% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.74M | 0.20% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 24,901 | $1.73M | 0.12% | +5,053+25.5% | Added |
| Bleakley Financial Group, LLC | 24,873 | $1.73M | 0.06% | +1,933+8.4% | Added |
| Keene & Associates, Inc. | 24,827 | $1.73M | 1.34% | +255+1.0% | Added |
| Brown Brothers Harriman & Co | 24,745 | $1.72M | 0.01% | −345−1.4% | Reduced |
| Citizens National Bank Trust Department | 24,731 | $1.72M | 0.48% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 24,689 | $1.72M | 0.07% | +3,180+14.8% | Added |
| Northern Oak Wealth Management Inc | 24,653 | $1.72M | 0.21% | +1,156+4.9% | Added |
| Sumitomo Life Insurance Co | 24,543 | $1.71M | 0.14% | −182−0.7% | Reduced |
| Wealthspire Advisors, LLC | 24,504 | $1.70M | 0.03% | −616−2.5% | Reduced |
| Stolper Co | 24,228 | $1.69M | 0.72% | +407+1.7% | Added |
| Peoples Financial Services Corp. | 23,882 | $1.66M | 0.78% | −600−2.5% | Reduced |
| Quantinno Capital Management LP | 23,836 | $1.66M | 0.11% | +2,080+9.6% | Added |
| Elevated Capital Advisors, LLC | 23,795 | $1.66M | 0.59% | +761+3.3% | Added |
| Park Avenue Securities LLC | 23,747 | $1.65M | 0.03% | −923−3.7% | Reduced |
| Farmers & Merchants Investments Inc | 23,637 | $1.64M | 0.07% | −15−0.1% | Reduced |
| United Community Bank | 23,548 | $1.64M | 1.55% | +400+1.7% | Added |
| Holderness Investments Co | 23,298 | $1.62M | 0.65% | −250−1.1% | Reduced |
| Los Angeles Capital Management LLC | 23,159 | $1.61M | 0.01% | −10,616−31.4% | Reduced |
| Kingsview Wealth Management, LLC | 23,140 | $1.61M | 0.07% | −122,586−84.1% | Reduced |
| Private Trust Co NA | 23,117 | $1.61M | 0.22% | +1,411+6.5% | Added |
| Shell Asset Management Co | 22,916 | $1.59M | 0.07% | 00.0% | Unchanged |
| Family Management Corp | 22,817 | $1.59M | 0.37% | +22,817 | New |
| Veriti Management LLC | 22,779 | $1.58M | 0.19% | +1,243+5.8% | Added |
| Linden Thomas Advisory Services, LLC | 22,701 | $1.58M | 0.39% | +2,423+11.9% | Added |
| ZWJ Investment Counsel Inc | 22,599 | $1.57M | 0.09% | +85+0.4% | Added |
| Smith Chas P & Associates Pa Cpas | 22,590 | $1.57M | 0.11% | +12,134+116.0% | Added |
| Monte Financial Group, LLC | 22,411 | $1.56M | 0.82% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 22,338 | $1.55M | 0.16% | +1,855+9.1% | Added |
| CWS Financial Advisors, LLC | 22,335 | $1.55M | 0.62% | −477−2.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 22,331 | $1.55M | 0.37% | −290−1.3% | Reduced |
| BFT Financial Group, LLC | 22,205 | $1.54M | 0.23% | +22,205 | New |
| Ascent Wealth Partners, LLC | 22,173 | $1.54M | 0.31% | +764+3.6% | Added |
| Centennial Bank | 22,118 | $1.54M | 1.00% | −3,945−15.1% | Reduced |
| Great Valley Advisor Group, Inc. | 22,100 | $1.54M | 0.07% | +11,114+101.2% | Added |
| Trust Co of Vermont | 22,090 | $1.54M | 0.11% | +573+2.7% | Added |
| Old North State Trust, LLC | 21,994 | $1.53M | 1.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 21,889 | $1.52M | 0.02% | +692+3.3% | Added |
| Earnest Partners LLC | 21,888 | $1.52M | 0.01% | 00.0% | Unchanged |
| Burns J W & Co Inc | 21,855 | $1.52M | 0.26% | −127−0.6% | Reduced |
| Portman Square Capital LLP | 21,802 | $1.52M | 0.38% | +21,802 | New |
| Cohen Klingenstein LLC | 21,800 | $1.52M | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 21,798 | $1.52M | 0.14% | +1,408+6.9% | Added |
| Mogy Joel R Investment Counsel Inc | 21,733 | $1.51M | 0.13% | +50+0.2% | Added |
| Alberta Investment Management Corp | 21,700 | $1.51M | 0.01% | −165,519−88.4% | Reduced |
| Harbor Capital Advisors, Inc. | 21,640 | $1.51M | 0.43% | +21,640 | New |
| Claro Advisors LLC | 21,396 | $1.49M | 0.44% | +822+4.0% | Added |
| Tower Research Capital LLC (TRC) | 21,235 | $1.48M | 0.05% | −4,069−16.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,190 | $1.47M | 0.54% | −260−1.2% | Reduced |