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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 15,140 | $1.06M | 0.02% | −1,991−11.6% | Reduced |
| Wellington Shields & Co., LLC | 15,225 | $1.07M | 0.25% | −5,466−26.4% | Reduced |
| We Are One Seven, LLC | 15,240 | $1.07M | 0.10% | −1,591−9.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,289 | $1.07M | 0.03% | −465−3.0% | Reduced |
| Powers Advisory Group, LLC | 15,390 | $1.08M | 0.72% | +108+0.7% | Added |
| Bank Ozk | 15,400 | $1.08M | 0.52% | −801−4.9% | Reduced |
| PFG Advisors | 15,407 | $1.08M | 0.08% | +6,011+64.0% | Added |
| Perigon Wealth Management, LLC | 15,465 | $1.09M | 0.04% | +1,546+11.1% | Added |
| Rowland & Co Investment Counsel | 15,489 | $1.09M | 0.26% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 15,527 | $1.09M | 0.12% | −5,165−25.0% | Reduced |
| Patton Albertson Miller Group, LLC | 15,596 | $1.10M | 0.21% | −1,165−7.0% | Reduced |
| Meridian Wealth Management, LLC | 15,725 | $1.10M | 0.09% | −432−2.7% | Reduced |
| Am Investment Strategies LLC | 15,762 | $1.11M | 0.35% | +355+2.3% | Added |
| West Bancorporation Inc | 15,820 | $1.11M | 0.75% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 15,925 | $1.12M | 0.06% | +447+2.9% | Added |
| Gleason Group, Inc. | 15,929 | $1.12M | 0.29% | +158+1.0% | Added |
| Asset Advisors Investment Management, LLC | 16,059 | $1.13M | 0.14% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 16,067 | $1.13M | 0.10% | −85−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 16,107 | $1.13M | 0.12% | +1,743+12.1% | Added |
| Modera Wealth Management, LLC | 16,152 | $1.13M | 0.02% | +12,025+291.4% | Added |
| CFS Investment Advisory Services, LLC | 16,276 | $1.14M | 0.15% | +16,276 | New |
| DMG Group, LLC | 16,280 | $1.14M | 1.14% | −154−0.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,287 | $1.14M | 0.47% | −129−0.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,305 | $1.15M | 0.30% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 16,323 | $1.15M | 0.12% | +2,692+19.7% | Added |
| Citizens Financial Group Inc | 16,389 | $1.15M | 0.04% | +95+0.6% | Added |
| Global Retirement Partners, LLC | 16,445 | $1.16M | 0.06% | −10,252−38.4% | Reduced |
| CAPROCK Group, Inc. | 16,511 | $1.16M | 0.09% | +415+2.6% | Added |
| Pacitti Group Inc. | 16,526 | $1.16M | 0.82% | −153−0.9% | Reduced |
| King Luther Capital Management Corp | 16,529 | $1.16M | 0.01% | −102−0.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 16,569 | $1.16M | 0.67% | −106−0.6% | Reduced |
| Aviva PLC | 16,572 | $1.16M | 0.00% | +687+4.3% | Added |
| International Assets Investment Management, LLC | 16,637 | $1.17M | 0.16% | +1,692+11.3% | Added |
| BancorpSouth Bank | 16,639 | $1.17M | 0.10% | +383+2.4% | Added |
| Hills Bank & Trust Co | 16,652 | $1.17M | 0.15% | −175−1.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,702 | $1.17M | 0.31% | −108−0.6% | Reduced |
| Colony Group LLC | 16,705 | $1.17M | 0.02% | −163−1.0% | Reduced |
| StrategIQ Financial Group, LLC | 16,738 | $1.18M | 0.13% | −80.0% | Reduced |
| Bard Financial Services, Inc. | 16,835 | $1.18M | 0.09% | −250−1.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.18M | 0.05% | 00.0% | Unchanged |
| Crestline Management, LP | 16,920 | $1.19M | 0.13% | −33,580−66.5% | Reduced |
| Bristlecone Advisors, LLC | 16,935 | $1.19M | 0.12% | −356−2.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.19M | 0.17% | 00.0% | Unchanged |
| Delta Asset Management LLC | 17,151 | $1.20M | 0.12% | −628−3.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,171 | $1.21M | 0.15% | −1,510−8.1% | Reduced |
| Philadelphia Trust Co | 17,190 | $1.21M | 0.11% | +375+2.2% | Added |
| Griffin Asset Management, Inc. | 17,227 | $1.21M | 0.16% | −40−0.2% | Reduced |
| Consolidated Portfolio Review Corp | 17,245 | $1.21M | 0.29% | 00.0% | Unchanged |
| Centennial Bank | 17,253 | $1.21M | 0.82% | −4,865−22.0% | Reduced |
| ICW Investment Advisors LLC | 17,272 | $1.21M | 0.65% | +192+1.1% | Added |
| Westpac Banking Corp | 17,468 | $1.23M | 0.09% | −93,756−84.3% | Reduced |
| Wealth Alliance | 17,489 | $1.23M | 0.18% | −215−1.2% | Reduced |
| Trustco Bank Corp N Y | 17,523 | $1.23M | 1.32% | −300−1.7% | Reduced |
| Credit Agricole S A | 17,555 | $1.23M | 0.04% | +17,555 | New |
| Mystic Asset Management, Inc. | 17,566 | $1.23M | 0.66% | −700−3.8% | Reduced |
| Benedict Financial Advisors Inc | 17,733 | $1.25M | 0.34% | −24−0.1% | Reduced |
| XTX Topco Ltd | 17,775 | $1.25M | 0.22% | +17,775 | New |
| Sandy Spring Bank | 17,800 | $1.25M | 0.07% | +1,088+6.5% | Added |
| Busey Wealth Management | 17,812 | $1.25M | 0.05% | −2,451−12.1% | Reduced |
| Derbend Asset Management | 17,822 | $1.25M | 0.85% | −487−2.7% | Reduced |
| Segall Bryant & Hamill, LLC | 18,014 | $1.27M | 0.01% | −1,199−6.2% | Reduced |
| Nilsine Partners, LLC | 18,041 | $1.27M | 0.19% | −128−0.7% | Reduced |
| Concord Wealth Partners | 18,053 | $1.27M | 0.27% | +5,499+43.8% | Added |
| HHM Wealth Advisors, LLC | 18,060 | $1.27M | 0.24% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 18,093 | $1.27M | 0.17% | −50−0.3% | Reduced |
| Mitchell Sinkler & Starr | 18,103 | $1.27M | 0.36% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 18,166 | $1.28M | 0.20% | −196−1.1% | Reduced |
| Grove Bank & Trust | 18,187 | $1.28M | 0.26% | −1,249−6.4% | Reduced |
| Adirondack Trust Co | 17,673 | $1.28M | 0.60% | −589−3.2% | Reduced |
| Monte Financial Group, LLC | 18,224 | $1.28M | 0.62% | −4,187−18.7% | Reduced |
| Abbrea Capital, LLC | 18,457 | $1.30M | 0.20% | +1,045+6.0% | Added |
| Reuter James Wealth Management, LLC | 18,491 | $1.30M | 1.57% | −1,733−8.6% | Reduced |
| Americana Partners, LLC | 18,615 | $1.31M | 0.17% | +9,799+111.2% | Added |
| Equitable Trust Co | 18,731 | $1.32M | 0.10% | −333−1.7% | Reduced |
| Wedbush Securities Inc | 18,765 | $1.32M | 0.06% | +225+1.2% | Added |
| Boston Private Wealth LLC | 18,848 | $1.32M | 0.02% | −3,041−13.9% | Reduced |
| Empowered Funds, LLC | 18,864 | $1.33M | 0.05% | +13,515+252.7% | Added |
| EA Series Trust | 18,864 | $1.33M | 0.05% | +18,864 | New |
| Salem Investment Counselors Inc | 18,894 | $1.33M | 0.05% | −987−5.0% | Reduced |
| Woodstock Corp | 18,953 | $1.33M | 0.16% | +3,090+19.5% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.33M | 0.26% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 19,032 | $1.34M | 0.52% | +648+3.5% | Added |
| Eagle Rock Investment Company, LLC | 19,162 | $1.34M | 0.29% | −1,137−5.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,190 | $1.35M | 0.33% | +1,903+11.0% | Added |
| Ignite Planners, LLC | 19,117 | $1.35M | 0.52% | −303−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 19,246 | $1.35M | 0.17% | +419+2.2% | Added |
| Spreng Capital Management, Inc. | 19,280 | $1.35M | 1.06% | −300−1.5% | Reduced |
| Mather Group, LLC. | 19,348 | $1.36M | 0.02% | +2,527+15.0% | Added |
| Toroso Investments, LLC | 19,380 | $1.36M | 0.04% | +4,151+27.3% | Added |
| Brooks, Moore & Associates, Inc. | 19,506 | $1.37M | 0.96% | −100−0.5% | Reduced |
| Romano Brothers and Company | 19,503 | $1.37M | 0.20% | −125−0.6% | Reduced |
| Old National Bancorp | 19,510 | $1.37M | 0.04% | −6,677−25.5% | Reduced |
| Capital Investment Advisory Services, LLC | 19,513 | $1.37M | 0.14% | −28−0.1% | Reduced |
| Islay Capital Management, LLC | 19,525 | $1.37M | 1.21% | +92+0.5% | Added |
| Mogy Joel R Investment Counsel Inc | 19,533 | $1.37M | 0.11% | −2,200−10.1% | Reduced |
| Good Life Advisors, LLC | 19,560 | $1.37M | 0.15% | −118−0.6% | Reduced |
| Cipher Capital LP | 19,620 | $1.38M | 0.24% | −7,141−26.7% | Reduced |
| Mayfair Advisory Group, LLC | 19,572 | $1.38M | 1.38% | +1,204+6.6% | Added |
| CapWealth Advisors, LLC | 19,807 | $1.39M | 0.17% | −632−3.1% | Reduced |
| Stokes Family Office, LLC | 19,932 | $1.40M | 0.16% | +544+2.8% | Added |