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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 28,498 | $2.00M | 0.44% | +6,167+27.6% | Added |
| Kingsview Wealth Management, LLC | 28,538 | $2.00M | 0.08% | +5,398+23.3% | Added |
| Bokf, NA | 28,717 | $2.02M | 0.04% | −5,129−15.2% | Reduced |
| Quantinno Capital Management LP | 28,739 | $2.02M | 0.12% | +4,903+20.6% | Added |
| Bank of Hawaii | 28,768 | $2.02M | 0.11% | +1,313+4.8% | Added |
| Greenleaf Trust | 28,977 | $2.04M | 0.02% | +2,119+7.9% | Added |
| Venture Visionary Partners LLC | 29,273 | $2.06M | 0.12% | −1,513−4.9% | Reduced |
| Texas Yale Capital Corp. | 29,280 | $2.06M | 0.10% | −414−1.4% | Reduced |
| Kavar Capital Partners Group, LLC | 29,483 | $2.07M | 0.44% | −331−1.1% | Reduced |
| Calamos Wealth Management LLC | 29,786 | $2.09M | 0.15% | +144+0.5% | Added |
| South State Corp. | 29,815 | $2.09M | 0.19% | −755−2.5% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.11M | 0.10% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 30,237 | $2.12M | 0.38% | −1,767−5.5% | Reduced |
| Johnson Investment Counsel Inc | 30,260 | $2.13M | 0.03% | +2,308+8.3% | Added |
| Snowden Capital Advisors LLC | 30,271 | $2.13M | 0.08% | −6,735−18.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,361 | $2.13M | 0.21% | −530−1.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 30,734 | $2.16M | 0.27% | +25,189+454.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 30,801 | $2.16M | 0.47% | −40−0.1% | Reduced |
| Mechanics Bank Trust Department | 30,895 | $2.17M | 0.35% | −995−3.1% | Reduced |
| Hancock Whitney Corp | 30,905 | $2.17M | 0.09% | +1,268+4.3% | Added |
| Coastal Bridge Advisors, LLC | 31,211 | $2.19M | 0.54% | +74+0.2% | Added |
| Bleakley Financial Group, LLC | 31,562 | $2.22M | 0.07% | +6,689+26.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,634 | $2.22M | 0.01% | −31,183−49.6% | Reduced |
| Wills Financial Group, Inc. | 31,762 | $2.23M | 1.13% | +100.0% | Added |
| Brown Advisory Inc | 31,877 | $2.24M | 0.00% | −4,342−12.0% | Reduced |
| Forte Capital LLC | 32,178 | $2.26M | 0.33% | −732−2.2% | Reduced |
| Resources Investment Advisors, LLC. | 32,305 | $2.27M | 0.05% | +284+0.9% | Added |
| Hartford Financial Management Inc. | 32,447 | $2.28M | 0.56% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 32,476 | $2.28M | 0.09% | +126+0.4% | Added |
| Green Square Capital Advisors LLC | 32,494 | $2.28M | 0.29% | −30−0.1% | Reduced |
| Natixis | 32,513 | $2.28M | 0.02% | +32,513 | New |
| Equitable Holdings, Inc. | 32,636 | $2.29M | 0.03% | +15,811+94.0% | Added |
| D. E. Shaw & Co., Inc. | 32,679 | $2.30M | 0.00% | +1,688+5.4% | Added |
| Shell Asset Management Co | 32,866 | $2.31M | 0.09% | +9,950+43.4% | Added |
| Vectors Research Management, LLC | 32,879 | $2.31M | 0.66% | −10,149−23.6% | Reduced |
| Essex Financial Services, Inc. | 33,529 | $2.36M | 0.27% | −207−0.6% | Reduced |
| Hayek Kallen Investment Management | 33,549 | $2.36M | 1.00% | +30+0.1% | Added |
| Empirical Finance, LLC | 33,559 | $2.36M | 0.18% | +3,861+13.0% | Added |
| Sowell Financial Services LLC | 33,588 | $2.36M | 0.13% | +5,864+21.2% | Added |
| Intech Investment Management LLC | 33,601 | $2.36M | 0.02% | −22,152−39.7% | Reduced |
| Argyle Capital Management Inc. | 33,632 | $2.36M | 0.85% | −2,066−5.8% | Reduced |
| Courier Capital LLC | 34,151 | $2.40M | 0.19% | +28,874+547.2% | Added |
| Leelyn Smith, LLC | 34,199 | $2.40M | 0.58% | −1,697−4.7% | Reduced |
| Armor Investment Advisors, LLC | 34,251 | $2.41M | 1.46% | −3,795−10.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,395 | $2.42M | 0.06% | +175+0.5% | Added |
| Veritable, L.P. | 34,664 | $2.44M | 0.04% | −1,139−3.2% | Reduced |
| Day & Ennis, LLC | 35,674 | $2.51M | 0.95% | −358−1.0% | Reduced |
| Everence Capital Management Inc | 36,061 | $2.52M | 0.20% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 35,935 | $2.53M | 0.05% | −583−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 36,136 | $2.54M | 0.08% | +14,901+70.2% | Added |
| Private Asset Management Inc | 36,205 | $2.54M | 0.49% | −9,119−20.1% | Reduced |
| Biltmore Family Office, LLC | 36,473 | $2.56M | 0.54% | 00.0% | Unchanged |
| Bailard, Inc. | 36,526 | $2.57M | 0.09% | +454+1.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,500 | $2.57M | 0.00% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 36,631 | $2.57M | 0.09% | +8,559+30.5% | Added |
| Greenland Capital Management LP | 36,641 | $2.57M | 0.37% | +36,641 | New |
| Ronald Blue Trust, Inc. | 37,007 | $2.58M | 0.04% | +3,440+10.2% | Added |
| KCM Investment Advisors LLC | 36,679 | $2.58M | 0.10% | −1,762−4.6% | Reduced |
| Nomura Holdings Inc | 36,970 | $2.60M | 0.03% | +36,970 | New |
| Prudential PLC | 37,041 | $2.60M | 0.03% | +10,903+41.7% | Added |
| Tiaa, FSB | 37,212 | $2.61M | 0.01% | −171−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 37,332 | $2.62M | 0.05% | +21,355+133.7% | Added |
| Ameritas Investment Partners, Inc. | 37,401 | $2.63M | 0.10% | +1,865+5.2% | Added |
| Family Legacy, Inc. | 37,624 | $2.64M | 1.06% | −100−0.3% | Reduced |
| United Bank | 37,755 | $2.65M | 1.51% | +2,951+8.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 38,017 | $2.67M | 1.67% | −588−1.5% | Reduced |
| Rothschild Investment Corp | 38,337 | $2.69M | 0.22% | +402+1.1% | Added |
| Woodmont Investment Counsel LLC | 38,346 | $2.69M | 0.28% | −509−1.3% | Reduced |
| GYL Financial Synergies, LLC | 38,537 | $2.71M | 0.25% | −201−0.5% | Reduced |
| First County Bank | 38,588 | $2.71M | 1.32% | −5,233−11.9% | Reduced |
| Centaurus Financial, Inc. | 38,685 | $2.72M | 0.24% | −13,033−25.2% | Reduced |
| Eudaimonia Advisors LLC | 38,732 | $2.72M | 1.83% | −278−0.7% | Reduced |
| Cantor Fitzgerald, L. P. | 39,019 | $2.74M | 0.06% | −213−0.5% | Reduced |
| McRae Capital Management Inc | 39,029 | $2.74M | 0.78% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 39,143 | $2.75M | 0.21% | +405+1.0% | Added |
| Merit Financial Group, LLC | 39,248 | $2.76M | 0.09% | +3,549+9.9% | Added |
| D L Carlson Investment Group Inc | 39,483 | $2.77M | 0.53% | +1,295+3.4% | Added |
| Raleigh Capital Management Inc. | 39,693 | $2.79M | 1.39% | −4,433−10.0% | Reduced |
| Lantz Financial LLC | 39,815 | $2.80M | 1.10% | −446−1.1% | Reduced |
| Apollon Wealth Management, LLC | 39,905 | $2.80M | 0.14% | +13,939+53.7% | Added |
| Clarkston Capital Partners, LLC | 40,262 | $2.83M | 0.05% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 40,511 | $2.85M | 0.80% | +904+2.3% | Added |
| Sovereign Financial Group, Inc. | 40,669 | $2.86M | 0.93% | −1,542−3.7% | Reduced |
| Dearborn Partners LLC | 40,692 | $2.86M | 0.11% | −2,231−5.2% | Reduced |
| Brick & Kyle, Associates | 40,037 | $2.87M | 1.54% | −61−0.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 41,000 | $2.88M | 0.04% | +41,000 | New |
| Pettyjohn, Wood & White, Inc | 41,045 | $2.88M | 0.68% | −326−0.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 41,066 | $2.88M | 0.39% | +2,430+6.3% | Added |
| Sawtooth Solutions, LLC | 41,105 | $2.89M | 0.08% | +8,558+26.3% | Added |
| Tokio Marine Asset Management Co Ltd | 41,555 | $2.92M | 0.19% | +102+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,854 | $2.93M | 0.04% | −2,259−5.1% | Reduced |
| Fulton Bank, N.A. | 42,531 | $2.99M | 0.15% | −5,531−11.5% | Reduced |
| Rench Wealth Management, Inc. | 42,680 | $3.00M | 1.31% | +930+2.2% | Added |
| Lakeview Capital Partners, LLC | 43,542 | $3.06M | 0.57% | +1,070+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 43,649 | $3.07M | 0.20% | +1,467+3.5% | Added |
| Signaturefd, LLC | 43,711 | $3.07M | 0.08% | +1,502+3.6% | Added |
| MTM Investment Management, LLC | 43,778 | $3.08M | 1.50% | +35+0.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 43,959 | $3.09M | 1.90% | −21,658−33.0% | Reduced |
| Main Street Financial Solutions, LLC | 44,024 | $3.09M | 0.42% | +221+0.5% | Added |
| Putnam Investments LLC | 44,163 | $3.10M | 0.00% | −6,479−12.8% | Reduced |