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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Southern Co as of Jun 30, 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
- 1,728
- +36 vs. Q1 2023
- Shares held
- 694.0M
- −6.96M (−1.0%) vs. Q1 2023
- Total value
- $48.8B
- −$36.4M (−0.1%) vs. Q1 2023
- New holders
- 117
- 689 more added
- Sold out
- 81
- 634 more reduced
14 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 2,370 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 20,900 | $52 | 0.01% | +20,900 | New |
| True Wealth Design, LLC | 12 | $843 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 17 | $1.22K | 0.00% | +3+21.4% | Added |
| Delos Wealth Advisors, LLC | 18 | $1.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $1.62K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 23 | $1.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.69K | 0.00% | +6+33.3% | Added |
| PayPay Securities Corp | 29 | $2.04K | 0.13% | −8−21.6% | Reduced |
| Hollencrest Capital Management | 30 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 85 | $2.38K | 0.01% | +85 | New |
| Ridgewood Investments LLC | 35 | $2.46K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 39 | $2.74K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 47 | $3.30K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 50 | $3.51K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 51 | $3.58K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 56 | $3.93K | 0.00% | −118−67.8% | Reduced |
| Private Ocean, LLC | 60 | $4.21K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 60 | $4.21K | 0.00% | +60 | New |
| New Millennium Group LLC | 67 | $4.71K | 0.00% | −21−23.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 72 | $5.00K | 0.00% | −41−36.3% | Reduced |
| GeoWealth Management, LLC | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 75 | $5.27K | 0.00% | +75 | New |
| Retirement Group, LLC | 83 | $5.81K | 0.00% | −102−55.1% | Reduced |
| First Financial Corp | 85 | $5.97K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 85 | $6.00K | 0.00% | +57+203.6% | Added |
| KB Financial Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 110 | $7.75K | 0.01% | +1+0.9% | Added |
| Key Financial Inc | 138 | $9.69K | 0.00% | +95+220.9% | Added |
| Stephenson National Bank & Trust | 140 | $9.84K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 139 | $10.0K | 0.01% | +1+0.7% | Added |
| Piershale Financial Group, Inc. | 150 | $10.5K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 158 | $11.1K | 0.01% | +1+0.6% | Added |
| Pflug Koory, LLC | 165 | $11.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 182 | $12.8K | 0.01% | +1+0.6% | Added |
| Winch Advisory Services, LLC | 206 | $14.0K | 0.01% | +2+1.0% | Added |
| TSFG, LLC | 204 | $14.0K | 0.01% | +4+2.0% | Added |
| Cyrus J. Lawrence, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 208 | $14.0K | 0.01% | +208 | New |
| Emfo, LLC | 200 | $14.1K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $14.1K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 207 | $14.5K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 220 | $15.0K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 222 | $15.6K | 0.01% | +222 | New |
| Elequin Capital LP | 222 | $15.6K | 0.01% | +222 | New |
| Tilia Fiduciary Partners, Inc. | 224 | $15.7K | 0.01% | +49+28.0% | Added |
| Valley National Advisers Inc | 221 | $16.0K | 0.00% | +105+90.5% | Added |
| Global Financial Private Client, LLC | 233 | $16.4K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 236 | $16.6K | 0.01% | +236 | New |
| Wolff Wiese Magana LLC | 237 | $16.6K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $17.6K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $17.6K | 0.01% | +150+150.0% | Added |
| Clean Yield Group | 250 | $17.6K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 250 | $17.6K | 0.01% | +33+15.2% | Added |
| Financial Perspectives, Inc | 256 | $18.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 269 | $18.0K | 0.01% | +269 | New |
| PFG Private Wealth Management, LLC | 273 | $19.2K | 0.01% | +126+85.7% | Added |
| Annapolis Financial Services, LLC | 280 | $19.7K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 283 | $19.9K | 0.01% | +2+0.7% | Added |
| Evermay Wealth Management LLC | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 300 | $21.1K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $21.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 309 | $21.7K | 0.00% | −100−24.4% | Reduced |
| Morton Brown Family Wealth, LLC | 314 | $22.1K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 316 | $22.2K | 0.01% | +316 | New |
| Cedar Wealth Management, LLC | 334 | $23.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 339 | $24.0K | 0.00% | +339 | New |
| Ritter Daniher Financial Advisory LLC | 350 | $24.6K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 352 | $24.7K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 365 | $25.6K | 0.02% | +4+1.1% | Added |
| VisionPoint Advisory Group, LLC | 378 | $26.6K | 0.01% | +378 | New |
| CoreFirst Bank & Trust | 398 | $28.0K | 0.02% | −7,377−94.9% | Reduced |
| First Community Trust NA | 400 | $28.1K | 0.03% | 00.0% | Unchanged |
| AXS Investments LLC | 413 | $29.0K | 0.01% | −214−34.1% | Reduced |
| Coastal Capital Group, Inc. | 414 | $29.1K | 0.01% | +5+1.2% | Added |
| MB, Levis & Associates, LLC | 414 | $29.1K | 0.02% | +1+0.2% | Added |
| Logan Capital Management Inc | 420 | $29.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 424 | $29.8K | 0.00% | −61−12.6% | Reduced |
| Intrepid Capital Management Inc | 428 | $30.1K | 0.02% | +428 | New |
| Fairfield Financial Advisors, LTD | 465 | $32.7K | 0.01% | +5+1.1% | Added |
| Sanctuary Wealth Management, L.L.C. | 477 | $33.5K | 0.04% | +477 | New |
| Tortoise Investment Management, LLC | 490 | $34.4K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $34.9K | 0.02% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 504 | $35.0K | 0.02% | +504 | New |
| Atticus Wealth Management, LLC | 500 | $35.1K | 0.01% | −300−37.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $35.1K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 506 | $35.5K | 0.00% | +14+2.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 507 | $35.6K | 0.00% | +8+1.6% | Added |
| Tanglewood Legacy Advisors, LLC | 508 | $35.7K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 511 | $35.9K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 511 | $35.9K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 530 | $37.2K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 537 | $37.7K | 0.03% | +537 | New |
| Endurance Wealth Management, Inc. | 534 | $38.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 545 | $38.3K | 0.01% | −43−7.3% | Reduced |
| Bell Investment Advisors, Inc | 546 | $38.4K | 0.01% | +59+12.1% | Added |
| TD Capital Management LLC | 546 | $38.4K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 550 | $38.6K | 0.01% | 00.0% | Unchanged |