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 |
|---|---|---|---|---|---|
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,343 | $3.12M | 0.34% | +380+0.9% | Added |
| Red Cedar Investment Management, LLC | 44,468 | $3.12M | 0.48% | +1,050+2.4% | Added |
| Greatmark Investment Partners, Inc. | 45,032 | $3.16M | 0.53% | +5,885+15.0% | Added |
| Hengehold Capital Management LLC | 45,119 | $3.17M | 0.42% | −231−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 45,170 | $3.17M | 0.14% | −335−0.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 45,229 | $3.18M | 0.20% | −2,032−4.3% | Reduced |
| Profund Advisors LLC | 45,391 | $3.19M | 0.17% | −4,054−8.2% | Reduced |
| Argent Trust Co | 45,585 | $3.20M | 0.17% | +1,674+3.8% | Added |
| Csenge Advisory Group | 45,928 | $3.23M | 0.22% | +916+2.0% | Added |
| Canandaigua National Bank & Trust Co | 46,140 | $3.24M | 0.53% | −814−1.7% | Reduced |
| Andra AP-fonden | 46,400 | $3.26M | 0.08% | +4,900+11.8% | Added |
| Metropolitan Life Insurance Co | 47,518 | $3.34M | 0.16% | −1,176−2.4% | Reduced |
| Palisade Asset Management, LLC | 47,574 | $3.34M | 0.39% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 47,792 | $3.36M | 0.11% | +12,390+35.0% | Added |
| Shelton Capital Management | 47,864 | $3.36M | 0.12% | +4,782+11.1% | Added |
| FAI Wealth Management | 48,101 | $3.38M | 3.02% | +602+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 48,284 | $3.39M | 0.13% | −830−1.7% | Reduced |
| All Terrain Financial Advisors, LLC | 48,308 | $3.39M | 1.53% | +1,184+2.5% | Added |
| Cresset Asset Management, LLC | 48,764 | $3.43M | 0.02% | +41,409+563.0% | Added |
| First National Trust Co | 49,064 | $3.45M | 0.16% | −1,150−2.3% | Reduced |
| CIBC World Markets Inc. | 49,203 | $3.46M | 0.01% | −11,464−18.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 49,834 | $3.50M | 0.12% | +5,864+13.3% | Added |
| First Citizens Bank & Trust Co | 50,317 | $3.53M | 0.06% | +7,437+17.3% | Added |
| Lincoln National Corp | 50,577 | $3.55M | 0.07% | +2,755+5.8% | Added |
| Nordea Investment Management AB | 52,685 | $3.66M | 0.01% | +1,379+2.7% | Added |
| StoneX Group Inc. | 52,085 | $3.66M | 0.38% | +1,445+2.9% | Added |
| Sugarloaf Wealth Management, LLC | 52,162 | $3.66M | 0.86% | +2,347+4.7% | Added |
| Laurel Wealth Advisors LLC | 52,547 | $3.69M | 0.75% | −1,881−3.5% | Reduced |
| New Mexico Educational Retirement Board | 52,887 | $3.71M | 0.16% | +2,500+5.0% | Added |
| Advisor Partners II, LLC | 53,019 | $3.72M | 0.17% | +9,056+20.6% | Added |
| Trinity Legacy Partners, LLC | 53,732 | $3.77M | 1.32% | +2,862+5.6% | Added |
| Wesbanco Bank Inc | 54,018 | $3.79M | 0.16% | −1,626−2.9% | Reduced |
| Richard Bernstein Advisors LLC | 54,039 | $3.80M | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 54,818 | $3.85M | 0.07% | +6,074+12.5% | Added |
| Norinchukin Bank, The | 55,445 | $3.90M | 0.07% | −2,653−4.6% | Reduced |
| Birmingham Capital Management Co Inc | 55,600 | $3.91M | 1.64% | −7,650−12.1% | Reduced |
| Sequoia Financial Advisors, LLC | 55,638 | $3.91M | 0.07% | +3,841+7.4% | Added |
| Lighthouse Investment Partners, LLC | 55,653 | $3.91M | 0.30% | +55,653 | New |
| B. Metzler seel. Sohn & Co. AG | 55,658 | $3.91M | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 55,930 | $3.93M | 0.33% | +2,207+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 56,386 | $3.96M | 0.06% | −2,581−4.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 56,412 | $3.96M | 1.09% | +238+0.4% | Added |
| Metis Global Partners, LLC | 56,821 | $3.99M | 0.22% | +22,710+66.6% | Added |
| First Bank & Trust | 57,065 | $4.01M | 1.02% | +10,445+22.4% | Added |
| Simmons Bank | 57,076 | $4.01M | 0.34% | +1,274+2.3% | Added |
| Ieq Capital, LLC | 57,871 | $4.07M | 0.08% | +2,007+3.6% | Added |
| Twinbeech Capital LP | 57,967 | $4.07M | 0.08% | +57,967 | New |
| Cyndeo Wealth Partners, LLC | 58,432 | $4.10M | 0.43% | +2,670+4.8% | Added |
| Siemens Fonds Invest GmbH | 59,181 | $4.14M | 0.40% | −1,132−1.9% | Reduced |
| Bridge Creek Capital Management LLC | 59,676 | $4.19M | 1.50% | −105−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 59,688 | $4.19M | 0.30% | −2,264−3.7% | Reduced |
| Savant Capital, LLC | 59,887 | $4.21M | 0.07% | +6,895+13.0% | Added |
| Foundations Investment Advisors, LLC | 59,949 | $4.21M | 0.14% | +1,482+2.5% | Added |
| City Holding Co | 60,092 | $4.22M | 0.73% | +934+1.6% | Added |
| Cornerstone Wealth Group, LLC | 60,567 | $4.25M | 0.77% | +52,396+641.2% | Added |
| Community Bank & Trust, Waco, Texas | 60,779 | $4.27M | 1.28% | −303−0.5% | Reduced |
| Montag A & Associates Inc | 60,939 | $4.28M | 0.26% | +1,010+1.7% | Added |
| Glenmede Trust Co NA | 61,883 | $4.31M | 0.02% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 61,341 | $4.31M | 2.96% | −409−0.7% | Reduced |
| Shilanski & Associates, Inc. | 61,684 | $4.33M | 1.76% | +1,956+3.3% | Added |
| Clearbridge Investments, LLC | 61,992 | $4.35M | 0.00% | +5,078+8.9% | Added |
| Stratos Wealth Partners, LTD. | 62,455 | $4.39M | 0.10% | +4,307+7.4% | Added |
| Pathstone Family Office, LLC | 61,944 | $4.41M | 0.06% | +1,585+2.6% | Added |
| Sigma Planning Corp | 62,774 | $4.41M | 0.16% | −7,137−10.2% | Reduced |
| Baugh & Associates, LLC | 62,974 | $4.42M | 2.66% | +1,004+1.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 63,415 | $4.45M | 1.29% | +6,458+11.3% | Added |
| Coston, McIsaac & Partners | 63,800 | $4.48M | 1.54% | +1,941+3.1% | Added |
| Ellsworth Advisors, LLC | 63,846 | $4.49M | 1.55% | +1,659+2.7% | Added |
| Robeco Institutional Asset Management B.V. | 64,363 | $4.52M | 0.01% | +43,227+204.5% | Added |
| Brookstone Capital Management | 64,371 | $4.55M | 0.09% | +9,925+18.2% | Added |
| Schnieders Capital Management LLC | 64,995 | $4.57M | 0.95% | −1,575−2.4% | Reduced |
| Arkadios Wealth Advisors | 65,041 | $4.57M | 0.53% | −274−0.4% | Reduced |
| TD Private Client Wealth LLC | 65,156 | $4.58M | 0.20% | −10,503−13.9% | Reduced |
| Money Concepts Capital Corp | 65,317 | $4.59M | 0.47% | −390,960−85.7% | Reduced |
| Goelzer Investment Management, Inc. | 66,638 | $4.68M | 0.40% | −429−0.6% | Reduced |
| Coldstream Capital Management Inc | 66,660 | $4.68M | 0.15% | +2,893+4.5% | Added |
| Moors & Cabot, Inc. | 66,704 | $4.69M | 0.31% | +1,315+2.0% | Added |
| Pacer Advisors, Inc. | 66,941 | $4.70M | 0.02% | +489+0.7% | Added |
| Bayesian Capital Management, LP | 67,274 | $4.73M | 0.51% | +67,274 | New |
| KBC Group NV | 67,427 | $4.74M | 0.02% | +3,263+5.1% | Added |
| Louisiana State Employees Retirement System | 67,500 | $4.74M | 0.11% | −3,300−4.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 67,400 | $4.83M | 0.54% | +2,097+3.2% | Added |
| Panagora Asset Management Inc | 68,921 | $4.84M | 0.03% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 69,862 | $4.91M | 0.65% | −831−1.2% | Reduced |
| Lockheed Martin Investment Management Co | 70,500 | $4.95M | 0.28% | +7,300+11.6% | Added |
| Carson Advisory Inc. | 70,973 | $4.99M | 4.21% | −798−1.1% | Reduced |
| Clear Street LLC | 71,600 | $5.03M | 0.12% | +71,600 | New |
| Level Four Advisory Services, LLC | 71,651 | $5.03M | 0.30% | −854−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 71,655 | $5.03M | 0.08% | −33,513−31.9% | Reduced |
| National Asset Management, Inc. | 72,321 | $5.08M | 0.11% | +1,088+1.5% | Added |
| D.A. Davidson & Co. | 72,725 | $5.11M | 0.05% | −2,011−2.7% | Reduced |
| South Dakota Investment Council | 72,906 | $5.12M | 0.11% | −1,300−1.8% | Reduced |
| Albion Financial Group | 73,021 | $5.13M | 0.45% | +885+1.2% | Added |
| Naples Global Advisors, LLC | 73,060 | $5.13M | 0.60% | −1,146−1.5% | Reduced |
| Advisors Asset Management, Inc. | 73,089 | $5.13M | 0.10% | +217+0.3% | Added |
| Institutional & Family Asset Management, LLC | 73,518 | $5.16M | 0.84% | +124+0.2% | Added |
| Prospera Financial Services Inc | 74,273 | $5.22M | 0.20% | +6,034+8.8% | Added |
| Warren Averett Asset Management, LLC | 75,820 | $5.33M | 0.23% | +4,720+6.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 76,120 | $5.35M | 0.32% | +10,852+16.6% | Added |
| Anchor Investment Management, LLC | 76,279 | $5.36M | 0.68% | +8,275+12.2% | Added |