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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q2 2023 vs. Q1 2023

How the institutions holding Southern Co changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of SO: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1,706141,728+36
Shares701.2M218.2K694.0M−6.96M (−1.0%)
Value$48.8B$15.2M$48.8B−$36.4M (−0.1%)

14 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (117)

Institutions that held Southern Co at the end of Q2 2023 but not at the end of Q1 2023.

Showing the largest 100 of 117 by value.

Institutions new to SO in Q2 2023
InstitutionSharesValue% of portfolio
Capital International Investors5,582,714$392.2M0.09%
Point72 Asset Management, L.P.2,260,610$158.8M0.55%
Citadel Advisors LLC746,174$52.4M0.06%
Merewether Investment Management, LP630,920$44.3M3.22%
ExodusPoint Capital Management, LP624,630$43.9M0.51%
Millennium Management LLC428,887$30.1M0.03%
Capital Group Investment Management Pte. Ltd.311,000$21.8M1.09%
Capital International Inc268,351$18.9M0.34%
Covalis Capital LLP156,792$11.0M2.38%
Hudson Bay Capital Management LP102,500$7.20M0.07%
Tortoise Capital Advisors, L.L.C.90,341$6.35M0.10%
M&G Investment Management Ltd80,650$5.65M0.03%
Clear Street LLC71,600$5.03M0.12%
Bayesian Capital Management, LP67,274$4.73M0.51%
Twinbeech Capital LP57,967$4.07M0.08%
Lighthouse Investment Partners, LLC55,653$3.91M0.30%
Ilmarinen Mutual Pension Insurance Co41,000$2.88M0.04%
Nomura Holdings Inc36,970$2.60M0.03%
Greenland Capital Management LP36,641$2.57M0.37%
Natixis32,513$2.28M0.02%
Centiva Capital, LP23,788$1.67M0.08%
EA Series Trust18,864$1.33M0.05%
XTX Topco Ltd17,775$1.25M0.22%
Credit Agricole S A17,555$1.23M0.04%
CFS Investment Advisory Services, LLC16,276$1.14M0.15%
Stableford Capital II LLC13,012$903.2K0.40%
Engineers Gate Manager LP11,061$777.0K0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors10,696$751.4K0.11%
Y-Intercept (Hong Kong) Ltd10,592$744.1K0.08%
Morningstar Investment Management LLC10,580$743.0K0.10%
MEMBERS Trust Co9,922$697.0K0.02%
Chiron Investment Management, LLC8,841$621.1K0.17%
Arvest Trust Co N A8,258$597.4K0.04%
Slagle Financial, LLC8,438$592.7K0.37%
Prairie Sky Financial Group LLC8,191$575.4K0.39%
Kapitalo Investimentos Ltda8,026$563.8K0.10%
UniSuper Management Pty Ltd8,000$562.0K0.01%
Strategic Wealth Designers7,970$559.9K0.09%
CTC Alternative Strategies, Ltd.7,900$555.0K0.69%
CoreCap Advisors, LLC7,683$539.7K0.04%
U.S. Capital Wealth Advisors, LLC7,574$532.1K0.03%
Buckingham Strategic Partners7,258$509.9K0.03%
Probity Advisors, Inc.7,100$498.8K0.11%
Autumn Glory Partners, LLC6,995$491.4K0.36%
Union Savings Bank6,659$481.7K0.29%
Main Street Research LLC6,460$453.8K0.07%
AlphaCore Capital LLC6,285$441.5K0.07%
Keystone Financial Group6,118$429.8K0.07%
Mathes Company, Inc.6,092$428.0K0.19%
PFW Advisors LLC6,084$422.8K0.14%
Cordatus Wealth Management LLC5,991$421.0K0.16%
Financial Engines Advisors L.L.C.5,602$393.5K0.00%
Glass Jacobson Investment Advisors llc5,584$392.3K0.18%
Founders Financial Alliance, LLC5,208$365.9K0.14%
Kingdom Financial Group LLC.5,136$360.8K0.35%
St Germain D J Co Inc4,818$338.5K0.02%
RWM Asset Management, LLC4,540$331.7K0.06%
Strategic Family Wealth Counselors, L.L.C.4,679$328.7K0.15%
Kingswood Wealth Advisors, LLC4,612$324.0K0.10%
XY Capital Ltd4,400$309.1K0.60%
Capital City Trust Co4,351$305.7K0.10%
Ascension Asset Management LLC4,302$302.2K0.18%
Atomi Financial Group, Inc.4,268$299.9K0.14%
Citizens Business Bank4,255$298.9K0.07%
Advisory Research Inc4,007$281.5K0.04%
Atlas Wealth Partners, LLC3,772$276.0K0.79%
Armstrong, Fleming & Moore, Inc3,879$272.5K0.25%
Wealth Quarterback LLC3,754$263.7K0.18%
HCR Wealth Advisors3,708$260.5K0.05%
Cornerstone Retirement Group, Inc.3,581$251.6K0.07%
Howe & Rusling Inc3,478$244.3K0.03%
Capstone Investment Advisors, LLC3,450$242.4K0.01%
Finer Wealth Management, Inc.3,397$238.6K0.19%
Beverly Hills Private Wealth, LLC3,468$235.3K0.04%
Glassy Mountain Advisors, Inc.3,331$234.0K0.10%
World Equity Group, Inc.3,262$229.1K0.07%
Echo Street Capital Management LLC3,245$228.0K0.00%
Rational Advisors LLC3,230$226.9K0.02%
Howard Capital Management Inc.3,142$220.7K0.03%
Annex Advisory Services, LLC3,104$218.1K0.01%
Ellis Investment Partners, LLC3,068$215.5K0.05%
Seven Eight Capital, LP3,060$215.0K0.04%
Latitude Advisors, LLC3,042$213.7K0.15%
SageView Advisory Group, LLC3,017$212.0K0.01%
Oxford Financial Group Ltd2,980$209.3K0.02%
Sargent Investment Group, LLC2,980$209.3K0.05%
Old Mission Investment Co LLC2,950$207.2K0.08%
ORG Partners LLC2,863$201.6K0.03%
Retirement Planning Group2,863$201.2K0.02%
Apella Capital, LLC2,847$200.0K0.01%
Northwest Bank & Trust Co2,406$169.0K0.16%
Cubist Systematic Strategies, LLC2,226$156.4K0.00%
V-Square Quantitative Management LLC1,979$139.0K0.10%
PCA Investment Advisory Services Inc.1,978$139.0K0.08%
Horizon Bancorp Inc1,800$126.0K0.08%
Options Solutions, LLC1,434$100.7K0.10%
Alaska Permanent Fund Corp1,408$98.9K0.00%
Cornerstone Planning Group LLC969$68.1K0.03%
Fiduciary Alliance LLC964$67.7K0.01%
Buck Wealth Strategies, LLC875$61.5K0.03%

Sold out (81)

Institutions that held Southern Co at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of SO in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Soros Fund Management LLCSuperinvestorSoros Fund Management120,000$8.35M
Chartwell Investment Partners, LLC100,896$7.02M
Elo Mutual Pension Insurance Co86,929$6.05M
Kettle Hill Capital Management, LLC70,169$4.88M
Harvest Portfolios Group Inc.58,858$4.10M
Wealth Advisors of Tampa Bay, LLC51,200$3.56M
OneAscent Wealth Management LLC43,853$3.05M
Redwood Investment Management, LLC27,800$1.93M
Ontario Teachers Pension Plan Board27,122$1.89M
Ergoteles LLC20,243$1.41M
Tudor Investment Corp Et Al20,063$1.40M
Edgestream Partners, L.P.16,957$1.18M
WBI Investments15,616$1.09M
Winton Group Ltd14,512$1.01M
Banque Cantonale Vaudoise13,519$941.0K
Magnolia Capital Advisors LLC12,721$885.1K
Marshall Wace, LLP12,048$838.3K
Center For Asset Management LLC11,252$782.9K
Blueshift Asset Management, LLC9,390$653.4K
Evergreen Wealth Management, LLC8,616$599.5K
Brookfield Asset Management Inc.8,433$586.8K
Delta Financial Group, Inc.7,005$487.0K
Banque Pictet & Cie SA6,408$445.9K
AIA Group Ltd6,012$418.3K
Greylin Investment Mangement Inc5,725$398.3K
Carroll Investors, Inc5,692$395.5K
AlphaStar Capital Management, LLC5,241$374.3K
Sandbox Financial Partners, LLC5,333$371.1K
Sterling Manor Financial, LLC5,152$358.5K
Asset Management Resources, LLC5,069$352.7K
AMG National Trust Bank4,950$344.4K
Wealthstar Advisors, LLC4,914$341.9K
Machina Capital S.A.S.4,581$318.7K
Advisor Resource Council4,388$315.2K
Radnor Capital Management, LLC4,200$292.0K
Old Mission Capital LLC4,159$289.4K
Appleton Group, LLC4,117$286.5K
BKD Wealth Advisors, LLC4,042$281.2K
Financial Partners Group, Inc3,978$276.8K
Jmac Enterprises LLC3,816$265.5K
Rooted Wealth Advisors, Inc.3,482$250.0K
Sepio Capital, LP3,527$245.4K
Forbes Financial Planning, Inc.3,404$236.8K
Brown Financial Advisory3,345$232.7K
Tufton Capital Management3,160$219.9K
Congress Wealth Management LLC3,121$217.2K
Brendel Financial Advisors LLC3,100$216.0K
Waterloo Capital, L.P.3,065$213.3K
Weybosset Research & Management LLC3,000$209.0K
Litman Gregory Asset Management LLC3,001$208.8K
Patriot Financial Group Insurance Agency, LLC2,992$208.2K
Wexford Capital LP2,953$205.5K
ING Groep NV2,939$204.5K
Venturi Wealth Management, LLC2,935$204.2K
Adell Harriman & Carpenter Inc2,918$203.1K
Garrett Wealth Advisory Group, LLC2,907$202.3K
AMJ Financial Wealth Management2,892$201.2K
Healthcare of Ontario Pension Plan Trust Fund2,312$160.9K
Icon Wealth Partners, LLC1,452$101.0K
Accel Wealth Management1,381$96.1K
Fortis Capital Advisors, LLC1,332$92.7K
Capula Management Ltd1,035$72.0K
Financial Connections Group, Inc.914$63.0K
Bellwether Advisors, LLC776$54.0K
Kessler Investment Group, LLC734$51.1K
Altshuler Shaham Ltd641$44.6K
Cascade Investment Advisors, Inc.600$41.7K
MRP Capital Investments, LLC400$29.9K
Pin Oak Investment Advisors Inc300$21.0K
Orion Capital Management LLC250$17.4K
Grey Fox Wealth Advisors, LLC250$17.4K
Milestone Investment Advisors LLC200$13.9K
Pointe Capital Management LLC190$13.2K
Crewe Advisors LLC125$8.70K
Cutler Group LP112$7.00K
PFS Partners, LLC43$2.98K
Credential Qtrade Securities Inc.39$2.71K
WestEnd Advisors, LLC–$1.74K
Ten Capital Wealth Advisors, LLC22$1.53K
Psagot Value Holdings Ltd. / (Israel)9$1.00K
Summit Wealth Group, LLC86,488$1

Not filed for Q2 2023 yet (14)

Institutions that held Southern Co at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Pathway Financial Advisers, LLC58,157$4.05M
HNP Capital LLC38,290$2.66M
Old Port Advisors24,791$1.78M
SWAN Capital LLC18,246$1.27M
HighTower Trust Services, LTA16,994$1.09M
Stonnington Group, LLC12,805$927.9K
Catalyst Wealth Management, LLC10,754$748.3K
Asset Management Corp8,585$597.4K
Ahrens Investment Partners LLC8,023$558.3K
Investment Management of Virginia LLC6,627$461.1K
Parsec Financial Management, Inc.5,190$361.1K
Domani Wealth, LLC4,752$330.6K
Coppell Advisory Solutions Corp.3,932$271.6K
Householder Group Estate & Retirement Specialist, LLC1,098$76.0K