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 |
|---|---|---|---|---|---|
| Southeast Asset Advisors Inc. | 21,157 | $1.47M | 0.22% | −486−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 21,136 | $1.47M | 0.00% | −155,024−88.0% | Reduced |
| SevenBridge Financial Group, LLC | 21,046 | $1.46M | 0.40% | −53−0.3% | Reduced |
| Smith, Moore & Co. | 20,994 | $1.46M | 0.20% | +233+1.1% | Added |
| Creative Financial Designs Inc | 20,922 | $1.46M | 0.19% | +491+2.4% | Added |
| Farmers National Bank | 20,849 | $1.45M | 0.51% | −700−3.2% | Reduced |
| Wetherby Asset Management Inc | 20,834 | $1.45M | 0.08% | +469+2.3% | Added |
| Koshinski Asset Management, Inc. | 20,692 | $1.44M | 0.14% | −60.0% | Reduced |
| Wellington Shields & Co., LLC | 20,691 | $1.44M | 0.32% | −469−2.2% | Reduced |
| Parsons Capital Management Inc | 20,653 | $1.44M | 0.12% | −447−2.1% | Reduced |
| CapWealth Advisors, LLC | 20,439 | $1.42M | 0.18% | −109−0.5% | Reduced |
| TrueWealth Advisors, LLC | 20,386 | $1.42M | 0.60% | +1,350+7.1% | Added |
| MSH Capital Advisors LLC | 20,308 | $1.41M | 0.60% | −216−1.1% | Reduced |
| Matrix Trust Co | 20,310 | $1.41M | 0.38% | +3,249+19.0% | Added |
| Advisor OS, LLC | 20,307 | $1.41M | 0.34% | −499−2.4% | Reduced |
| Eagle Rock Investment Company, LLC | 20,299 | $1.41M | 0.32% | +942+4.9% | Added |
| Busey Wealth Management | 20,263 | $1.41M | 0.06% | −5,542−21.5% | Reduced |
| Ergoteles LLC | 20,243 | $1.41M | 0.06% | +20,243 | New |
| Reuter James Wealth Management, LLC | 20,224 | $1.41M | 0.98% | 00.0% | Unchanged |
| Ignite Planners, LLC | 19,420 | $1.40M | 0.57% | +593+3.1% | Added |
| Tudor Investment Corp Et Al | 20,063 | $1.40M | 0.03% | +20,063 | New |
| Canal Insurance CO | 20,000 | $1.39M | 0.38% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 19,881 | $1.38M | 0.06% | −3,777−16.0% | Reduced |
| Ethic Inc. | 19,834 | $1.38M | 0.06% | +360+1.8% | Added |
| Patten & Patten Inc | 19,701 | $1.37M | 0.12% | +509+2.7% | Added |
| Good Life Advisors, LLC | 19,678 | $1.37M | 0.17% | +3,090+18.6% | Added |
| Romano Brothers and Company | 19,628 | $1.37M | 0.21% | −1,520−7.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,606 | $1.36M | 0.98% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 19,580 | $1.36M | 1.18% | −200−1.0% | Reduced |
| Capital Investment Advisory Services, LLC | 19,541 | $1.36M | 0.16% | −3,654−15.8% | Reduced |
| Grove Bank & Trust | 19,436 | $1.35M | 0.29% | −245−1.2% | Reduced |
| Islay Capital Management, LLC | 19,433 | $1.35M | 1.32% | +4,074+26.5% | Added |
| Stokes Family Office, LLC | 19,388 | $1.35M | 0.17% | −1,612−7.7% | Reduced |
| Verity Asset Management, Inc. | 19,296 | $1.34M | 0.80% | +9,763+102.4% | Added |
| Segall Bryant & Hamill, LLC | 19,213 | $1.34M | 0.01% | −418−2.1% | Reduced |
| Equitable Trust Co | 19,064 | $1.33M | 0.10% | −875−4.4% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.32M | 0.27% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 18,368 | $1.32M | 1.43% | +19+0.1% | Added |
| Adviser Investments LLC | 18,959 | $1.32M | 0.03% | +153+0.8% | Added |
| SeaCrest Wealth Management, LLC | 18,827 | $1.31M | 0.18% | +3,023+19.1% | Added |
| MAI Capital Management | 18,690 | $1.30M | 0.02% | +1,715+10.1% | Added |
| Procyon Private Wealth Partners, LLC | 18,681 | $1.30M | 0.22% | −367−1.9% | Reduced |
| Wedbush Securities Inc | 18,540 | $1.29M | 0.06% | +532+3.0% | Added |
| Gotham Asset Management, LLC | 18,518 | $1.29M | 0.03% | −62,033−77.0% | Reduced |
| High Net Worth Advisory Group LLC | 18,384 | $1.28M | 0.52% | +364+2.0% | Added |
| Means Investment Co., Inc. | 18,362 | $1.28M | 0.22% | +410+2.3% | Added |
| Derbend Asset Management | 18,309 | $1.27M | 0.96% | −339−1.8% | Reduced |
| Mystic Asset Management, Inc. | 18,266 | $1.27M | 0.70% | −175−0.9% | Reduced |
| Adirondack Trust Co | 18,262 | $1.27M | 0.64% | +1,608+9.7% | Added |
| SWAN Capital LLC | 18,246 | $1.27M | 1.22% | +18,246 | New |
| Nilsine Partners, LLC | 18,169 | $1.26M | 0.20% | +18,169 | New |
| Hudson Valley Investment Advisors Inc | 18,143 | $1.26M | 0.18% | +413+2.3% | Added |
| Mitchell Sinkler & Starr | 18,103 | $1.26M | 0.37% | +3,408+23.2% | Added |
| HHM Wealth Advisors, LLC | 18,060 | $1.26M | 0.26% | +401+2.3% | Added |
| HF Advisory Group, LLC | 18,044 | $1.26M | 1.11% | +3,716+25.9% | Added |
| Trustco Bank Corp N Y | 17,823 | $1.24M | 1.36% | 00.0% | Unchanged |
| Delta Asset Management LLC | 17,779 | $1.24M | 0.13% | −165−0.9% | Reduced |
| Benedict Financial Advisors Inc | 17,757 | $1.24M | 0.35% | +808+4.8% | Added |
| Cullinan Associates Inc | 17,725 | $1.23M | 0.07% | +250+1.4% | Added |
| Wealth Alliance | 17,704 | $1.23M | 0.20% | +732+4.3% | Added |
| Consolidated Planning Corp | 17,440 | $1.21M | 0.31% | −63−0.4% | Reduced |
| Abbrea Capital, LLC | 17,412 | $1.21M | 0.21% | +245+1.4% | Added |
| Bristlecone Advisors, LLC | 17,291 | $1.20M | 0.13% | −56−0.3% | Reduced |
| Griffin Asset Management, Inc. | 17,267 | $1.20M | 0.17% | +180+1.1% | Added |
| Consolidated Portfolio Review Corp | 17,245 | $1.20M | 0.32% | +17,245 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,287 | $1.19M | 0.32% | +1,513+9.6% | Added |
| Evercore Wealth Management, LLC | 17,131 | $1.19M | 0.02% | +1,946+12.8% | Added |
| Bard Financial Services, Inc. | 17,085 | $1.19M | 0.10% | −6,000−26.0% | Reduced |
| ICW Investment Advisors LLC | 17,080 | $1.19M | 0.67% | +599+3.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,045 | $1.19M | 0.03% | −130−0.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.18M | 0.18% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 16,957 | $1.18M | 0.13% | −29,085−63.2% | Reduced |
| Columbus Macro, LLC | 16,726 | $1.18M | 0.44% | +170+1.0% | Added |
| Colony Group LLC | 16,868 | $1.17M | 0.02% | −6,936−29.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.17M | 0.05% | −10−0.1% | Reduced |
| We Are One Seven, LLC | 16,831 | $1.17M | 0.07% | +930+5.8% | Added |
| Hills Bank & Trust Co | 16,827 | $1.17M | 0.16% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 16,825 | $1.17M | 0.02% | +7,393+78.4% | Added |
| Mather Group, LLC. | 16,821 | $1.17M | 0.02% | +1,618+10.6% | Added |
| Philadelphia Trust Co | 16,815 | $1.17M | 0.12% | −195−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,810 | $1.17M | 0.32% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 16,761 | $1.17M | 0.21% | −92−0.5% | Reduced |
| StrategIQ Financial Group, LLC | 16,746 | $1.17M | 0.13% | +50+0.3% | Added |
| Sandy Spring Bank | 16,712 | $1.16M | 0.07% | +851+5.4% | Added |
| Rollins Financial | 16,699 | $1.16M | 0.38% | +2,511+17.7% | Added |
| Pacitti Group Inc. | 16,679 | $1.16M | 0.85% | +673+4.2% | Added |
| Retirement Planning Co of New England, Inc. | 16,675 | $1.16M | 0.71% | +452+2.8% | Added |
| King Luther Capital Management Corp | 16,631 | $1.16M | 0.01% | +228+1.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,416 | $1.14M | 0.49% | +233+1.4% | Added |
| Ipswich Investment Management Co., Inc. | 16,305 | $1.13M | 0.31% | +500+3.2% | Added |
| Citizens Financial Group Inc | 16,294 | $1.13M | 0.04% | +4,443+37.5% | Added |
| DMG Group, LLC | 16,434 | $1.13M | 1.14% | +921+5.9% | Added |
| BancorpSouth Bank | 16,256 | $1.13M | 0.10% | +40+0.2% | Added |
| Bank Ozk | 16,201 | $1.13M | 0.56% | −117−0.7% | Reduced |
| Garner Asset Management Corp | 16,185 | $1.13M | 0.53% | −198−1.2% | Reduced |
| Meridian Wealth Management, LLC | 16,157 | $1.12M | 0.10% | −581−3.5% | Reduced |
| Western Wealth Management, LLC | 16,152 | $1.12M | 0.10% | −711−4.2% | Reduced |
| CAPROCK Group, Inc. | 16,096 | $1.12M | 0.09% | +12,907+404.7% | Added |
| GoalVest Advisory LLC | 16,069 | $1.12M | 0.66% | +1,674+11.6% | Added |
| Asset Advisors Investment Management, LLC | 16,059 | $1.12M | 0.15% | +133+0.8% | Added |