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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 15,977 | $1.11M | 0.05% | −1,582−9.0% | Reduced |
| Geneos Wealth Management Inc. | 15,934 | $1.11M | 0.07% | −3,908−19.7% | Reduced |
| Park Place Capital Corp | 15,908 | $1.11M | 0.31% | +86+0.5% | Added |
| Aviva PLC | 15,885 | $1.11M | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 15,881 | $1.11M | 0.07% | −19,303−54.9% | Reduced |
| Woodstock Corp | 15,863 | $1.10M | 0.14% | +605+4.0% | Added |
| Belpointe Asset Management LLC | 15,835 | $1.10M | 0.06% | +558+3.7% | Added |
| West Bancorporation Inc | 15,820 | $1.10M | 0.84% | −449−2.8% | Reduced |
| Gleason Group, Inc. | 15,771 | $1.10M | 0.31% | +165+1.1% | Added |
| Meiji Yasuda Life Insurance Co | 15,754 | $1.10M | 0.02% | −400−2.5% | Reduced |
| HighTower Trust Services, LTA | 16,994 | $1.09M | 0.11% | +30+0.2% | Added |
| WBI Investments | 15,616 | $1.09M | 0.22% | +15,616 | New |
| Change Path, LLC | 15,579 | $1.08M | 0.05% | +4,227+37.2% | Added |
| Ascent Group, LLC | 15,534 | $1.08M | 0.12% | −869−5.3% | Reduced |
| Rowland & Co Investment Counsel | 15,489 | $1.08M | 0.26% | +633+4.3% | Added |
| Focus Financial Network, Inc. | 15,478 | $1.08M | 0.07% | +707+4.8% | Added |
| Am Investment Strategies LLC | 15,407 | $1.07M | 0.37% | +1,058+7.4% | Added |
| Powers Advisory Group, LLC | 15,282 | $1.06M | 0.74% | +104+0.7% | Added |
| Toroso Investments, LLC | 15,229 | $1.06M | 0.03% | +2,028+15.4% | Added |
| Highline Wealth Partners LLC | 15,061 | $1.05M | 0.72% | 00.0% | Unchanged |
| L.M. Kohn & Company | 15,060 | $1.05M | 0.43% | +1,456+10.7% | Added |
| Community Bank of Raymore | 15,030 | $1.05M | 0.40% | −5,700−27.5% | Reduced |
| International Assets Investment Management, LLC | 14,945 | $1.04M | 0.15% | −84,690−85.0% | Reduced |
| Sheets Smith Wealth Management | 14,916 | $1.04M | 0.16% | −649−4.2% | Reduced |
| EP Wealth Advisors, LLC | 6,673 | $1.03M | 0.02% | −409,532−98.4% | Reduced |
| Personal Cfo Solutions, LLC | 14,772 | $1.03M | 0.21% | +179+1.2% | Added |
| Comerica Securities,inc. | 14,694 | $1.02M | 0.07% | +233+1.6% | Added |
| Coastline Trust Co | 14,628 | $1.02M | 0.15% | −466−3.1% | Reduced |
| Chemung Canal Trust Co | 14,595 | $1.02M | 0.23% | −430−2.9% | Reduced |
| First United Bank Trust | 14,570 | $1.01M | 0.48% | +537+3.8% | Added |
| TrinityPoint Wealth, LLC | 14,553 | $1.01M | 0.22% | −1,023−6.6% | Reduced |
| Winton Group Ltd | 14,512 | $1.01M | 0.06% | −10,966−43.0% | Reduced |
| Berkeley Capital Partners, LLC | 14,463 | $1.01M | 0.37% | +485+3.5% | Added |
| FinTrust Capital Advisors, LLC | 14,075 | $1.01M | 0.24% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 14,440 | $1.00M | 0.33% | +20.0% | Added |
| Meeder Advisory Services, Inc. | 14,364 | $999.5K | 0.12% | −2,033−12.4% | Reduced |
| NovaPoint Capital, LLC | 14,308 | $995.5K | 0.41% | +3,328+30.3% | Added |
| Ti-Trust, Inc | 14,210 | $988.7K | 0.93% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 14,193 | $987.6K | 0.22% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14,128 | $983.0K | 0.12% | −398−2.7% | Reduced |
| White Lighthouse Investment Management Inc. | 14,094 | $980.7K | 0.25% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 14,006 | $974.5K | 0.32% | −7,418−34.6% | Reduced |
| McMillion Capital Management Inc | 13,965 | $971.7K | 0.92% | −1,000−6.7% | Reduced |
| Perigon Wealth Management, LLC | 13,919 | $968.5K | 0.06% | +523+3.9% | Added |
| Integrated Advisors Network LLC | 13,808 | $960.8K | 0.06% | +1,538+12.5% | Added |
| RIA Advisory Group LLC | 13,732 | $955.4K | 0.44% | −146−1.1% | Reduced |
| Red Door Wealth Management, LLC | 13,725 | $955.0K | 0.30% | −3,514−20.4% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $951.0K | 0.39% | +13,667 | New |
| Lazard Asset Management LLC | 13,675 | $950.0K | 0.00% | −474−3.4% | Reduced |
| RDA Financial Network | 13,653 | $950.0K | 0.43% | +463+3.5% | Added |
| Marco Investment Management LLC | 13,632 | $948.5K | 0.11% | +199+1.5% | Added |
| Jaffetilchin Investment Partners, LLC | 13,631 | $948.5K | 0.11% | −1,061−7.2% | Reduced |
| Coastal Investment Advisors, Inc. | 13,629 | $948.3K | 0.23% | −175−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 13,622 | $947.8K | 0.28% | −539−3.8% | Reduced |
| Diversified Trust Co | 13,619 | $947.6K | 0.04% | −7,617−35.9% | Reduced |
| United Bank | 13,600 | $946.3K | 0.12% | −77−0.6% | Reduced |
| Naviter Wealth, LLC | 13,576 | $944.6K | 0.33% | +13,576 | New |
| Burney Co | 13,556 | $943.2K | 0.05% | +20+0.1% | Added |
| Banque Cantonale Vaudoise | 13,519 | $941.0K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 13,390 | $932.0K | 0.08% | +1,143+9.3% | Added |
| Kovack Advisors, Inc. | 13,389 | $931.6K | 0.13% | +547+4.3% | Added |
| Country Club Bank | 13,488 | $931.5K | 0.08% | +830+6.6% | Added |
| Stonnington Group, LLC | 12,805 | $927.9K | 0.24% | +600+4.9% | Added |
| Guardian Investment Management | 14,910 | $926.8K | 0.71% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 12,478 | $926.3K | 0.30% | −304−2.4% | Reduced |
| Cigna Investments Inc | 13,279 | $924.0K | 0.18% | −161−1.2% | Reduced |
| Valmark Advisers, Inc. | 13,216 | $919.6K | 0.02% | +2,705+25.7% | Added |
| Fund Management at Engine No. 1 LLC | 13,203 | $918.7K | 0.18% | +1,219+10.2% | Added |
| Columbia Asset Management | 13,197 | $918.0K | 0.21% | −61−0.5% | Reduced |
| SG Americas Securities, LLC | 13,054 | $908.0K | 0.01% | −160−1.2% | Reduced |
| Grimes & Company, Inc. | 12,995 | $904.2K | 0.04% | −42−0.3% | Reduced |
| Twin Capital Management Inc | 12,955 | $901.4K | 0.12% | −963−6.9% | Reduced |
| Widmann Financial Services, Inc. | 12,945 | $900.7K | 0.91% | +295+2.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,917 | $899.0K | 0.60% | +975+8.2% | Added |
| ForthRight Wealth Management, LLC | 12,854 | $894.4K | 0.41% | +339+2.7% | Added |
| Vestmark Advisory Solutions, Inc. | 12,761 | $887.9K | 0.04% | +3,240+34.0% | Added |
| IFP Advisors, Inc | 20,031 | $885.4K | 0.04% | −28,943−59.1% | Reduced |
| Magnolia Capital Advisors LLC | 12,721 | $885.1K | 0.46% | −38−0.3% | Reduced |
| Marino, Stram & Associates LLC | 12,648 | $880.0K | 0.27% | +235+1.9% | Added |
| Checchi Capital Advisers, LLC | 12,590 | $876.0K | 0.08% | −43−0.3% | Reduced |
| Concord Wealth Partners | 12,554 | $873.5K | 0.25% | +6,036+92.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 12,544 | $872.8K | 0.26% | +50+0.4% | Added |
| Guardian Wealth Advisors, LLC | 12,540 | $872.5K | 0.15% | −60.0% | Reduced |
| Rocky Mountain Advisers, LLC | 12,525 | $871.0K | 0.46% | 00.0% | Unchanged |
| RS Crum Inc. | 12,407 | $863.3K | 0.33% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,396 | $862.5K | 0.20% | +294+2.4% | Added |
| Palumbo Wealth Management LLC | 12,384 | $861.7K | 0.57% | −774−5.9% | Reduced |
| Accurate Wealth Management, LLC | 11,932 | $859.6K | 0.30% | +605+5.3% | Added |
| Madden Securities Corp | 12,171 | $846.9K | 0.45% | −3,225−20.9% | Reduced |
| Ci Investments Inc. | 12,147 | $845.0K | 0.00% | +9,174+308.6% | Added |
| Clarius Group, LLC | 12,090 | $841.2K | 0.07% | +347+3.0% | Added |
| AdvisorNet Financial, Inc | 12,083 | $840.7K | 0.08% | −462−3.7% | Reduced |
| Marshall Wace, LLP | 12,048 | $838.3K | 0.00% | −1,506,542−99.2% | Reduced |
| ProVise Management Group, LLC | 12,041 | $837.9K | 0.08% | −979−7.5% | Reduced |
| Glenview Trust Co | 12,036 | $837.5K | 0.03% | +588+5.1% | Added |
| Cassaday & Co Wealth Management LLC | 12,031 | $837.1K | 0.04% | +646+5.7% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $834.8K | 0.65% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 11,948 | $831.3K | 0.03% | −12−0.1% | Reduced |
| Shepherd Financial Partners LLC | 11,946 | $831.2K | 0.14% | 00.0% | Unchanged |
| Sciencast Management LP | 11,279 | $828.2K | 1.10% | +11,279 | New |