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 6 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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 11,404 | $827.8K | 0.14% | −640−5.3% | Reduced |
| Gradient Investments LLC | 11,875 | $826.2K | 0.02% | −1,220−9.3% | Reduced |
| RSM US Wealth Management LLC | 11,809 | $821.6K | 0.03% | +3,236+37.7% | Added |
| HBK Sorce Advisory LLC | 11,765 | $818.6K | 0.04% | −12,425−51.4% | Reduced |
| HM Payson & Co | 11,676 | $812.4K | 0.02% | −515−4.2% | Reduced |
| LaFleur & Godfrey LLC | 11,655 | $811.0K | 0.13% | +8+0.1% | Added |
| Legacy Wealth Asset Management, LLC | 11,597 | $806.9K | 0.29% | +13+0.1% | Added |
| Plimoth Trust Co LLC | 11,572 | $805.2K | 0.25% | −200−1.7% | Reduced |
| Chicago Trust Co NA | 11,569 | $805.0K | 0.20% | −400−3.3% | Reduced |
| Atlantic Trust, LLC | 11,560 | $804.3K | 0.26% | +50+0.4% | Added |
| Court Place Advisors, LLC | 11,552 | $803.8K | 0.29% | −1,200−9.4% | Reduced |
| Mastrapasqua Asset Management Inc | 11,540 | $803.0K | 0.10% | +11,540 | New |
| Bahl & Gaynor Inc | 11,505 | $800.5K | 0.00% | −5,445−32.1% | Reduced |
| Intrust Bank NA | 11,504 | $800.4K | 0.10% | +1,065+10.2% | Added |
| Nicollet Investment Management, Inc. | 11,461 | $797.0K | 0.41% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 11,449 | $796.6K | 0.26% | +8,111+243.0% | Added |
| Avantax Planning Partners, Inc. | 11,367 | $790.9K | 0.03% | +30.0% | Added |
| Summit Global Investments | 11,339 | $789.0K | 0.06% | −15,109−57.1% | Reduced |
| Viawealth, LLC | 11,319 | $787.6K | 0.62% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 11,309 | $786.9K | 0.59% | −245−2.1% | Reduced |
| Center For Asset Management LLC | 11,252 | $782.9K | 0.77% | +165+1.5% | Added |
| Live Oak Investment Partners | – | $778.4K | 0.68% | – | – |
| Nwam LLC | 11,183 | $778.2K | 0.08% | −203−1.8% | Reduced |
| Silverlake Wealth Management LLC | 11,178 | $777.7K | 0.47% | +136+1.2% | Added |
| FDx Advisors, Inc. | 10,872 | $776.0K | 0.03% | 00.0% | Unchanged |
| Farmers Trust Co | 11,151 | $775.9K | 0.17% | −22−0.2% | Reduced |
| Allred Capital Management, LLC | 11,142 | $775.3K | 0.41% | +259+2.4% | Added |
| Connectus Wealth, LLC | 11,099 | $772.7K | 0.02% | +1,274+13.0% | Added |
| Valeo Financial Advisors, LLC | 11,096 | $772.0K | 0.04% | +278+2.6% | Added |
| Park National Corp | 11,052 | $769.0K | 0.03% | +83+0.8% | Added |
| Excalibur Management Corp | 11,049 | $768.8K | 0.40% | −35−0.3% | Reduced |
| Detalus Advisors, LLC | 10,924 | $760.1K | 0.36% | −284−2.5% | Reduced |
| Financial Advocates Investment Management | 10,886 | $757.5K | 0.06% | +16+0.1% | Added |
| Chesley Taft & Associates LLC | 10,852 | $755.1K | 0.05% | +164+1.5% | Added |
| Firethorn Wealth Partners, LLC | 10,188 | $754.8K | 0.59% | +157+1.6% | Added |
| Cobblestone Capital Advisors LLC | 10,847 | $754.7K | 0.06% | +1,734+19.0% | Added |
| Centre Asset Management, LLC | 10,826 | $753.0K | 0.18% | −269−2.4% | Reduced |
| Sunburst Financial Group, LLC | 10,809 | $752.1K | 0.28% | −23−0.2% | Reduced |
| BIP Wealth, LLC | 10,758 | $748.6K | 0.08% | +10,758 | New |
| Catalyst Wealth Management, LLC | 10,754 | $748.3K | 0.70% | +2,715+33.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,748 | $747.8K | 0.21% | −29−0.3% | Reduced |
| Jeppson Wealth Management, LLC | 10,651 | $741.1K | 0.32% | +140+1.3% | Added |
| LVZ Advisors, Inc. | 10,607 | $738.0K | 0.11% | +3,958+59.5% | Added |
| Walter & Keenan Financial Consulting Co | 10,595 | $737.2K | 0.28% | −388−3.5% | Reduced |
| Archford Capital Strategies, LLC | 10,310 | $737.2K | 0.15% | +10+0.1% | Added |
| Jackson Thornton Asset Management, LLC | 10,594 | $737.1K | 0.17% | +14+0.1% | Added |
| Vident Investment Advisory, LLC | 10,533 | $732.9K | 0.02% | +1,147+12.2% | Added |
| Quadrant Capital Group LLC | 10,530 | $732.7K | 0.08% | +4,222+66.9% | Added |
| Valley Brook Capital Group | 10,463 | $728.0K | 0.67% | +996+10.5% | Added |
| Transamerica Financial Advisors, Inc. | 10,462 | $728.0K | 0.10% | −15,616−59.9% | Reduced |
| First National Corp | 10,436 | $726.1K | 0.17% | −42−0.4% | Reduced |
| Ballentine Partners, LLC | 10,435 | $726.1K | 0.02% | +6,293+151.9% | Added |
| Summit Financial Group Inc | 10,434 | $726.0K | 0.29% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,382 | $722.4K | 0.04% | −766−6.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,359 | $720.8K | 0.06% | −8,965−46.4% | Reduced |
| RFP Financial Group LLC | 10,358 | $720.7K | 0.83% | −12,109−53.9% | Reduced |
| Cornerstone Management, Inc. | 10,335 | $719.1K | 0.19% | +20.0% | Added |
| Sunbelt Securities, Inc. | 10,373 | $716.4K | 0.12% | +403+4.0% | Added |
| Capital Asset Advisory Services LLC | 10,282 | $715.4K | 0.05% | −322−3.0% | Reduced |
| Wrapmanager Inc | 10,275 | $715.0K | 0.22% | +678+7.1% | Added |
| North Star Investment Management Corp. | 10,253 | $713.4K | 0.06% | +11+0.1% | Added |
| Atlantic Union Bankshares Corp | 10,201 | $709.8K | 0.07% | −787−7.2% | Reduced |
| EPG Wealth Management LLC | 10,194 | $709.3K | 0.22% | +374+3.8% | Added |
| Bessemer Group Inc | 10,203 | $709.0K | 0.00% | −2,297−18.4% | Reduced |
| Qtron Investments LLC | 10,178 | $708.2K | 0.15% | −1,249−10.9% | Reduced |
| Arrow Financial Corp | 10,140 | $705.5K | 0.09% | −89−0.9% | Reduced |
| Assetmark, Inc | 10,110 | $703.5K | 0.00% | +5,650+126.7% | Added |
| Epoch Investment Partners, Inc. | 10,054 | $699.6K | 0.00% | −8,909−47.0% | Reduced |
| Laidlaw Wealth Management LLC | 10,045 | $698.9K | 0.14% | −4,324−30.1% | Reduced |
| Bartlett & Co. LLC | 10,027 | $698.0K | 0.01% | +16+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 10,027 | $697.6K | 0.01% | +16+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,015 | $696.8K | 0.11% | +10.0% | Added |
| Silver Oak Securities, Inc | 9,955 | $693.0K | 0.11% | +639+6.9% | Added |
| Monetary Management Group Inc | 9,876 | $687.2K | 0.20% | −500−4.8% | Reduced |
| Franklin Street Advisors Inc | 9,863 | $686.0K | 0.06% | −114−1.1% | Reduced |
| Beaumont Financial Advisors, LLC | 9,840 | $684.7K | 0.07% | −171−1.7% | Reduced |
| Ancora Advisors, LLC | 9,818 | $683.1K | 0.02% | −100−1.0% | Reduced |
| Journey Advisory Group, LLC | 9,758 | $679.0K | 0.11% | +232+2.4% | Added |
| Intrua Financial, LLC | 9,253 | $678.7K | 0.14% | +1,056+12.9% | Added |
| St. Johns Investment Management Company, LLC | 9,735 | $677.4K | 0.39% | −158−1.6% | Reduced |
| Symphony Financial, Ltd. Co. | 9,763 | $674.3K | 0.17% | −620−6.0% | Reduced |
| Linscomb & Williams, Inc. | 9,678 | $673.4K | 0.04% | −569−5.6% | Reduced |
| First Dallas Securities Inc. | 9,640 | $671.0K | 0.40% | −556−5.5% | Reduced |
| Retirement Financial Solutions, LLC | 9,642 | $670.9K | 0.53% | +7,509+352.0% | Added |
| Simplicity Wealth,LLC | 9,637 | $670.5K | 0.45% | −20−0.2% | Reduced |
| First Hawaiian Bank | 9,623 | $669.6K | 0.02% | +31+0.3% | Added |
| Peak Planning Group, LLC | 9,560 | $665.2K | 0.54% | −337−3.4% | Reduced |
| Cape Investment Advisory, Inc. | 9,532 | $663.2K | 0.40% | +9,532 | New |
| Wintrust Investments LLC | 9,521 | $662.0K | 0.08% | +4,908+106.4% | Added |
| Balboa Wealth Partners | 9,512 | $661.8K | 0.25% | +38+0.4% | Added |
| Benin Management CORP | 9,462 | $658.4K | 0.25% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,423 | $655.6K | 0.07% | −358−3.7% | Reduced |
| Cooper Financial Group | 9,405 | $654.4K | 0.18% | −1,425−13.2% | Reduced |
| PFG Advisors | 9,396 | $653.7K | 0.05% | +2,575+37.8% | Added |
| Blueshift Asset Management, LLC | 9,390 | $653.4K | 0.27% | +9,390 | New |
| Eudaimonia Partners, LLC | 9,386 | $653.1K | 0.16% | −1,619−14.7% | Reduced |
| Acorn Wealth Advisors, LLC | 9,343 | $650.1K | 0.48% | +85+0.9% | Added |
| Parallel Advisors, LLC | 9,272 | $645.2K | 0.02% | +2,240+31.9% | Added |
| Burke & Herbert Bank & Trust Co | 9,262 | $644.5K | 0.47% | −270−2.8% | Reduced |
| Bradley Foster & Sargent Inc | 9,254 | $643.9K | 0.02% | +325+3.6% | Added |