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 |
|---|---|---|---|---|---|
| Canal Insurance CO | 20,000 | $1.41M | 0.39% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20,095 | $1.41M | 0.17% | −827−4.0% | Reduced |
| Patten & Patten Inc | 20,189 | $1.42M | 0.12% | +488+2.5% | Added |
| Hilltop Holdings Inc. | 20,202 | $1.42M | 0.18% | −5,488−21.4% | Reduced |
| Earnest Partners LLC | 20,221 | $1.42M | 0.01% | −1,667−7.6% | Reduced |
| Change Path, LLC | 20,239 | $1.42M | 0.07% | +4,660+29.9% | Added |
| HF Advisory Group, LLC | 20,296 | $1.43M | 1.13% | +2,252+12.5% | Added |
| CWS Financial Advisors, LLC | 20,353 | $1.43M | 0.54% | −1,982−8.9% | Reduced |
| MSH Capital Advisors LLC | 20,518 | $1.44M | 0.53% | +210+1.0% | Added |
| Ethic Inc. | 20,622 | $1.45M | 0.05% | +788+4.0% | Added |
| Parsons Capital Management Inc | 20,653 | $1.45M | 0.11% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 20,687 | $1.45M | 0.38% | −359−1.7% | Reduced |
| Consolidated Planning Corp | 21,067 | $1.48M | 0.31% | +3,627+20.8% | Added |
| Farmers National Bank | 21,110 | $1.48M | 0.51% | +261+1.3% | Added |
| Southeast Asset Advisors Inc. | 21,171 | $1.49M | 0.21% | +14+0.1% | Added |
| Northern Oak Wealth Management Inc | 21,176 | $1.49M | 0.18% | −3,477−14.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,283 | $1.50M | 0.51% | +93+0.4% | Added |
| MAI Capital Management | 21,302 | $1.50M | 0.02% | +2,612+14.0% | Added |
| Smith Chas P & Associates Pa Cpas | 21,311 | $1.50M | 0.10% | −1,279−5.7% | Reduced |
| Smith, Moore & Co. | 21,354 | $1.50M | 0.19% | +360+1.7% | Added |
| Wetherby Asset Management Inc | 21,397 | $1.50M | 0.08% | +563+2.7% | Added |
| Matrix Trust Co | 21,420 | $1.50M | 0.39% | +1,110+5.5% | Added |
| Burns J W & Co Inc | 21,555 | $1.51M | 0.24% | −300−1.4% | Reduced |
| Harbor Capital Advisors, Inc. | 21,640 | $1.52M | 0.30% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 21,700 | $1.52M | 0.01% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 21,800 | $1.53M | 0.07% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 19,448 | $1.53M | 0.02% | +15,855+441.3% | Added |
| Old North State Trust, LLC | 21,923 | $1.54M | 1.14% | −71−0.3% | Reduced |
| Wealthspire Advisors, LLC | 21,976 | $1.54M | 0.03% | −2,528−10.3% | Reduced |
| Trust Co of Vermont | 22,386 | $1.57M | 0.10% | +296+1.3% | Added |
| Great Lakes Advisors, LLC | 22,405 | $1.57M | 0.02% | +17,297+338.6% | Added |
| Family Management Corp | 22,505 | $1.58M | 0.35% | −312−1.4% | Reduced |
| RFP Financial Group LLC | 22,522 | $1.58M | 0.65% | +12,164+117.4% | Added |
| Strategic Blueprint, LLC | 22,571 | $1.59M | 0.15% | +233+1.0% | Added |
| ZWJ Investment Counsel Inc | 22,613 | $1.59M | 0.08% | +14+0.1% | Added |
| Sumitomo Life Insurance Co | 22,619 | $1.59M | 0.07% | −1,924−7.8% | Reduced |
| Claro Advisors LLC | 22,740 | $1.60M | 0.40% | +1,344+6.3% | Added |
| Private Trust Co NA | 22,784 | $1.60M | 0.20% | −333−1.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 22,959 | $1.61M | 0.47% | −3,169−12.1% | Reduced |
| Los Angeles Capital Management LLC | 23,159 | $1.63M | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 23,205 | $1.63M | 0.15% | +9,815+73.3% | Added |
| Veriti Management LLC | 23,235 | $1.63M | 0.18% | +456+2.0% | Added |
| Sculati Wealth Management, LLC | 23,325 | $1.64M | 0.82% | −2,619−10.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 23,349 | $1.64M | 0.36% | +648+2.9% | Added |
| Ascent Wealth Partners, LLC | 23,357 | $1.64M | 0.29% | +1,184+5.3% | Added |
| Holderness Investments Co | 23,360 | $1.64M | 0.61% | +62+0.3% | Added |
| Farmers & Merchants Investments Inc | 23,396 | $1.64M | 0.06% | −241−1.0% | Reduced |
| Park Avenue Securities LLC | 23,583 | $1.66M | 0.03% | −164−0.7% | Reduced |
| TrueWealth Advisors, LLC | 23,611 | $1.66M | 0.68% | +3,225+15.8% | Added |
| Peoples Financial Services Corp. | 23,682 | $1.66M | 0.75% | −200−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 23,701 | $1.67M | 0.12% | −1,200−4.8% | Reduced |
| United Community Bank | 23,710 | $1.67M | 1.46% | +162+0.7% | Added |
| Geneos Wealth Management Inc. | 23,730 | $1.67M | 0.09% | +7,796+48.9% | Added |
| Centiva Capital, LP | 23,788 | $1.67M | 0.08% | +23,788 | New |
| Mutual Advisors, LLC | 23,918 | $1.68M | 0.06% | −771−3.1% | Reduced |
| IHT Wealth Management, LLC | 24,240 | $1.70M | 0.09% | −1,605−6.2% | Reduced |
| Stolper Co | 24,329 | $1.71M | 0.72% | +101+0.4% | Added |
| Asset Dedication, LLC | 24,354 | $1.71M | 0.15% | +2,556+11.7% | Added |
| Citizens National Bank Trust Department | 24,371 | $1.71M | 0.45% | −360−1.5% | Reduced |
| Elevated Capital Advisors, LLC | 24,377 | $1.71M | 0.57% | +582+2.4% | Added |
| Verdence Capital Advisors LLC | 24,428 | $1.72M | 0.20% | −1,387−5.4% | Reduced |
| Allworth Financial LP | 24,631 | $1.73M | 0.01% | −377−1.5% | Reduced |
| Capital Square, LLC | 24,799 | $1.74M | 1.61% | +63+0.3% | Added |
| Waters Parkerson & Co., LLC | 24,928 | $1.75M | 0.10% | −253−1.0% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.76M | 0.20% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 24,076 | $1.76M | 0.66% | −7,399−23.5% | Reduced |
| Brown Brothers Harriman & Co | 25,045 | $1.76M | 0.01% | +300+1.2% | Added |
| Keene & Associates, Inc. | 25,075 | $1.76M | 1.37% | +248+1.0% | Added |
| Great Valley Advisor Group, Inc. | 25,193 | $1.77M | 0.07% | +3,093+14.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 25,235 | $1.77M | 0.04% | +8,190+48.0% | Added |
| NBT Bank N A | 25,296 | $1.78M | 0.25% | −817−3.1% | Reduced |
| Cullinan Associates Inc | 25,330 | $1.78M | 0.10% | +7,605+42.9% | Added |
| Private Advisory Group LLC | 25,462 | $1.79M | 0.35% | −220−0.9% | Reduced |
| NTV Asset Management LLC | 25,532 | $1.79M | 0.31% | −174−0.7% | Reduced |
| Azimuth Capital Investment Management LLC | 25,715 | $1.81M | 0.09% | −525−2.0% | Reduced |
| Stock Yards Bank & Trust Co | 25,793 | $1.81M | 0.07% | −278−1.1% | Reduced |
| John G Ullman & Associates Inc | 25,800 | $1.81M | 0.28% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 26,077 | $1.83M | 0.14% | +21,200+434.7% | Added |
| Nepsis, Inc. | 26,078 | $1.83M | 0.56% | −839−3.1% | Reduced |
| Portman Square Capital LLP | 26,292 | $1.85M | 0.32% | +4,490+20.6% | Added |
| Proequities, Inc. | 26,486 | $1.86M | 0.14% | −3,769−12.5% | Reduced |
| Harbour Investments, Inc. | 26,591 | $1.87M | 0.09% | +87+0.3% | Added |
| United Services Automobile Association | 26,616 | $1.87M | 0.05% | −204−0.8% | Reduced |
| Essex LLC | 26,671 | $1.87M | 0.52% | −2,803−9.5% | Reduced |
| TFG Advisers LLC | 26,786 | $1.88M | 0.86% | +83+0.3% | Added |
| Adalta Capital Management LLC | 27,261 | $1.92M | 1.28% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 27,469 | $1.93M | 0.10% | −122−0.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 27,504 | $1.93M | 0.03% | +1,992+7.8% | Added |
| LBMC Investment Advisors, LLC | 27,610 | $1.94M | 0.19% | +77+0.3% | Added |
| Diversified, LLC | 27,617 | $1.94M | 0.49% | +1,600+6.1% | Added |
| Robbins Farley LLC | 27,669 | $1.94M | 1.41% | −16−0.1% | Reduced |
| Imprint Wealth LLC | 27,749 | $1.95M | 1.23% | −5,068−15.4% | Reduced |
| Dynamic Advisor Solutions LLC | 27,791 | $1.95M | 0.10% | −785−2.7% | Reduced |
| 1832 Asset Management L.P. | 27,853 | $1.96M | 0.00% | −5,432−16.3% | Reduced |
| Regal Investment Advisors LLC | 27,963 | $1.96M | 0.16% | +48+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 28,005 | $1.97M | 0.03% | −2,676−8.7% | Reduced |
| Moody National Bank Trust Division | 28,250 | $1.98M | 0.14% | −667−2.3% | Reduced |
| First City Capital Management, Inc. | 28,277 | $1.99M | 1.17% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 28,322 | $1.99M | 0.22% | +350+1.3% | Added |
| ISAM Funds (UK) Ltd | 28,460 | $2.00M | 1.79% | +20,975+280.2% | Added |