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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| HM Payson & Co | 11,408 | $801.4K | 0.02% | −268−2.3% | Reduced |
| LaFleur & Godfrey LLC | 11,448 | $804.2K | 0.12% | −207−1.8% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $805.0K | 0.36% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 11,504 | $808.1K | 0.36% | +580+5.3% | Added |
| Virtue Capital Management, LLC | 11,336 | $812.6K | 0.14% | −68−0.6% | Reduced |
| Resources Management Corp | 11,595 | $815.0K | 0.13% | −780−6.3% | Reduced |
| Summit Global Investments | 11,698 | $822.0K | 0.05% | +359+3.2% | Added |
| Bartlett & Co. LLC | 11,721 | $823.0K | 0.01% | +1,694+16.9% | Added |
| Bartlett & Co. Wealth Management LLC | 11,721 | $823.4K | 0.01% | +1,694+16.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 11,744 | $825.0K | 0.24% | −800−6.4% | Reduced |
| Wedmont Private Capital | 11,562 | $825.3K | 0.09% | +4,177+56.6% | Added |
| Connectus Wealth, LLC | 11,748 | $825.5K | 0.02% | +649+5.8% | Added |
| Guardian Wealth Advisors, LLC | 11,761 | $826.2K | 0.14% | −779−6.2% | Reduced |
| ProVise Management Group, LLC | 11,771 | $826.9K | 0.07% | −270−2.2% | Reduced |
| RS Crum Inc. | 11,783 | $827.8K | 0.30% | −624−5.0% | Reduced |
| Gradient Investments LLC | 11,805 | $829.3K | 0.02% | −70−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 11,817 | $830.1K | 0.02% | −106,247−90.0% | Reduced |
| Bahl & Gaynor Inc | 11,836 | $831.5K | 0.01% | +331+2.9% | Added |
| Cassaday & Co Wealth Management LLC | 11,892 | $835.4K | 0.03% | −139−1.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,991 | $842.4K | 0.03% | +43+0.4% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $842.9K | 0.60% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 12,138 | $852.7K | 0.24% | −510−4.0% | Reduced |
| IFP Advisors, Inc | 19,292 | $852.7K | 0.04% | −739−3.7% | Reduced |
| Community Bank of Raymore | 12,150 | $853.5K | 0.37% | −2,880−19.2% | Reduced |
| Shepherd Financial Partners LLC | 12,154 | $853.8K | 0.13% | +208+1.7% | Added |
| AdvisorNet Financial, Inc | 12,204 | $857.4K | 0.07% | +121+1.0% | Added |
| Confluence Wealth Services, Inc. | 12,293 | $863.6K | 0.18% | −103−0.8% | Reduced |
| Cornerstone Management, Inc. | 12,336 | $866.6K | 0.22% | +2,001+19.4% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $871.5K | 0.46% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 12,408 | $871.7K | 0.27% | +959+8.4% | Added |
| Chicago Trust Co NA | 12,414 | $872.1K | 0.21% | +845+7.3% | Added |
| Accurate Wealth Management, LLC | 12,270 | $875.9K | 0.27% | +338+2.8% | Added |
| Valmark Advisers, Inc. | 12,476 | $876.4K | 0.02% | −740−5.6% | Reduced |
| Blue Fin Capital, Inc. | 12,485 | $877.1K | 0.25% | +7+0.1% | Added |
| Intrust Bank NA | 12,579 | $883.7K | 0.11% | +1,075+9.3% | Added |
| Symphony Financial, Ltd. Co. | 12,822 | $887.2K | 0.22% | +3,059+31.3% | Added |
| ForthRight Wealth Management, LLC | 12,697 | $892.0K | 0.37% | −157−1.2% | Reduced |
| Keudell/Morrison Wealth Management | 12,740 | $895.0K | 0.26% | −882−6.5% | Reduced |
| Golden State Equity Partners | 12,784 | $898.1K | 0.25% | +8,282+184.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,799 | $899.0K | 0.58% | −118−0.9% | Reduced |
| Twin Capital Management Inc | 12,842 | $902.2K | 0.12% | −113−0.9% | Reduced |
| Stableford Capital II LLC | 13,012 | $903.2K | 0.40% | +13,012 | New |
| Widmann Financial Services, Inc. | 12,865 | $903.8K | 0.86% | −80−0.6% | Reduced |
| GSB Wealth Management, LLC | 12,885 | $905.2K | 0.29% | −1,121−8.0% | Reduced |
| Clarius Group, LLC | 12,918 | $907.5K | 0.07% | +828+6.8% | Added |
| RIA Advisory Group LLC | 12,929 | $908.3K | 0.39% | −803−5.8% | Reduced |
| Grimes & Company, Inc. | 12,975 | $911.5K | 0.03% | −20−0.2% | Reduced |
| Kovack Advisors, Inc. | 12,983 | $912.0K | 0.12% | −406−3.0% | Reduced |
| Checchi Capital Advisers, LLC | 13,022 | $914.8K | 0.08% | +432+3.4% | Added |
| Glenview Trust Co | 13,026 | $915.1K | 0.02% | +990+8.2% | Added |
| Bessemer Group Inc | 13,117 | $921.0K | 0.00% | +2,914+28.6% | Added |
| Coastline Trust Co | 13,197 | $927.1K | 0.13% | −1,431−9.8% | Reduced |
| Park Place Capital Corp | 13,207 | $927.8K | 0.26% | −2,701−17.0% | Reduced |
| Cigna Investments Inc | 13,229 | $929.0K | 0.17% | −50−0.4% | Reduced |
| Columbia Asset Management | 13,234 | $930.0K | 0.20% | +37+0.3% | Added |
| Silver Oak Securities, Inc | 13,244 | $930.0K | 0.15% | +3,289+33.0% | Added |
| Country Club Bank | 13,455 | $930.3K | 0.07% | −33−0.2% | Reduced |
| Assetmark, Inc | 13,299 | $934.3K | 0.00% | +3,189+31.5% | Added |
| McMillion Capital Management Inc | 13,340 | $937.1K | 0.83% | −625−4.5% | Reduced |
| Vident Investment Advisory, LLC | 13,541 | $954.1K | 0.03% | +3,008+28.6% | Added |
| Lazard Asset Management LLC | 13,599 | $955.0K | 0.00% | −76−0.6% | Reduced |
| United Bank | 13,600 | $955.4K | 0.12% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 13,612 | $956.3K | 0.21% | −17−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 13,655 | $959.2K | 0.01% | +5,674+71.1% | Added |
| Advisor OS, LLC | 13,665 | $959.9K | 0.16% | −6,642−32.7% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $960.1K | 0.38% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13,751 | $966.0K | 0.11% | −377−2.7% | Reduced |
| Burney Co | 13,763 | $966.8K | 0.04% | +207+1.5% | Added |
| RDA Financial Network | 13,783 | $968.3K | 0.41% | +130+1.0% | Added |
| Rollins Financial | 13,793 | $968.9K | 0.26% | −2,906−17.4% | Reduced |
| Red Door Wealth Management, LLC | 13,819 | $970.8K | 0.22% | +94+0.7% | Added |
| Archford Capital Strategies, LLC | 13,384 | $976.4K | 0.19% | +3,074+29.8% | Added |
| Ashton Thomas Private Wealth, LLC | 13,939 | $979.2K | 0.07% | +3,580+34.6% | Added |
| Valeo Financial Advisors, LLC | 13,954 | $980.3K | 0.04% | +2,858+25.8% | Added |
| Wright Investors Service Inc | 13,974 | $981.7K | 0.28% | −11,664−45.5% | Reduced |
| LVZ Advisors, Inc. | 14,007 | $984.0K | 0.14% | +3,400+32.1% | Added |
| Comerica Securities,inc. | 14,062 | $987.9K | 0.07% | −632−4.3% | Reduced |
| Ci Investments Inc. | 14,090 | $990.0K | 0.00% | +1,943+16.0% | Added |
| White Lighthouse Investment Management Inc. | 14,094 | $990.1K | 0.24% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 14,120 | $991.9K | 0.11% | +2,580+22.4% | Added |
| Fund Management at Engine No. 1 LLC | 14,193 | $997.1K | 0.18% | +990+7.5% | Added |
| Chatham Capital Group, Inc. | 14,193 | $997.1K | 0.21% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 14,202 | $997.7K | 0.06% | +394+2.9% | Added |
| Ti-Trust, Inc | 14,210 | $998.3K | 0.92% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 14,227 | $999.4K | 0.31% | −213−1.5% | Reduced |
| FinTrust Capital Advisors, LLC | 14,075 | $1.01M | 0.24% | 00.0% | Unchanged |
| Diversified Trust Co | 14,392 | $1.01M | 0.04% | +773+5.7% | Added |
| Chemung Canal Trust Co | 14,395 | $1.01M | 0.22% | −200−1.4% | Reduced |
| Arden Trust Co | 14,424 | $1.01M | 0.17% | +8,780+155.6% | Added |
| NovaPoint Capital, LLC | 14,422 | $1.01M | 0.38% | +114+0.8% | Added |
| Berkeley Capital Partners, LLC | 14,517 | $1.02M | 0.36% | +54+0.4% | Added |
| TrinityPoint Wealth, LLC | 14,569 | $1.02M | 0.20% | +16+0.1% | Added |
| Columbus Macro, LLC | 14,639 | $1.02M | 0.41% | −2,087−12.5% | Reduced |
| Sheets Smith Wealth Management | 14,740 | $1.04M | 0.15% | −176−1.2% | Reduced |
| Naviter Wealth, LLC | 14,813 | $1.04M | 0.26% | +1,237+9.1% | Added |
| First United Bank Trust | 14,833 | $1.04M | 0.46% | +263+1.8% | Added |
| Personal Cfo Solutions, LLC | 14,876 | $1.05M | 0.21% | +104+0.7% | Added |
| Guardian Investment Management | 14,910 | $1.05M | 0.90% | 00.0% | Unchanged |
| L.M. Kohn & Company | 14,948 | $1.05M | 0.40% | −112−0.7% | Reduced |
| Highline Wealth Partners LLC | 15,061 | $1.06M | 0.67% | 00.0% | Unchanged |