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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 76,474 | $5.37M | 0.09% | +46,793+157.7% | Added |
| Carret Asset Management, LLC | 76,942 | $5.41M | 0.72% | −2,210−2.8% | Reduced |
| Hartford Investment Management Co | 77,438 | $5.44M | 0.20% | −14,205−15.5% | Reduced |
| Chronos Wealth Management, LLC | 77,518 | $5.45M | 3.77% | −345−0.4% | Reduced |
| JustInvest LLC | 78,171 | $5.49M | 0.17% | +9,793+14.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 78,195 | $5.49M | 0.53% | +230+0.3% | Added |
| Atria Wealth Solutions, Inc. | 78,785 | $5.53M | 0.08% | +6,528+9.0% | Added |
| Huntington National Bank | 78,885 | $5.54M | 0.05% | −367−0.5% | Reduced |
| IFG Advisory, LLC | 79,183 | $5.56M | 0.49% | +2,410+3.1% | Added |
| Trustmark National Bank Trust Department | 79,397 | $5.58M | 0.52% | −11,233−12.4% | Reduced |
| M&G Investment Management Ltd | 80,650 | $5.65M | 0.03% | +80,650 | New |
| GWM Advisors LLC | 81,034 | $5.69M | 0.06% | +8,227+11.3% | Added |
| Sky Investment Group LLC | 82,021 | $5.76M | 1.25% | −228−0.3% | Reduced |
| Old Point Trust & Financial Services N A | 82,159 | $5.77M | 2.40% | −965−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 83,174 | $5.84M | 0.07% | −805−1.0% | Reduced |
| Maryland State Retirement & Pension System | 83,244 | $5.85M | 0.12% | −2,840−3.3% | Reduced |
| Oppenheimer & Co Inc | 84,455 | $5.93M | 0.12% | +1,237+1.5% | Added |
| SG Americas Securities, LLC | 84,493 | $5.94M | 0.05% | +71,439+547.3% | Added |
| Lido Advisors, LLC | 84,596 | $5.94M | 0.07% | +11,850+16.3% | Added |
| Oregon Public Employees Retirement Fund | 84,881 | $5.96M | 0.07% | +677+0.8% | Added |
| Windle Wealth, LLC | 84,911 | $5.96M | 4.31% | +449+0.5% | Added |
| Thrivent Financial for Lutherans | 85,591 | $6.00M | 0.01% | −722−0.8% | Reduced |
| Central Trust Co | 85,846 | $6.03M | 0.17% | +2,369+2.8% | Added |
| CWM, LLC | 86,723 | $6.09M | 0.04% | +9,680+12.6% | Added |
| Squarepoint Ops LLC | 86,835 | $6.10M | 0.03% | +40,162+86.0% | Added |
| Kentucky Retirement Systems | 87,671 | $6.16M | 0.21% | +1,593+1.9% | Added |
| O'Shaughnessy Asset Management, LLC | 87,912 | $6.18M | 0.09% | +26,694+43.6% | Added |
| Zions Bancorporation, N.A. | 88,431 | $6.21M | 0.52% | −11,900−11.9% | Reduced |
| Securian Asset Management, Inc | 88,956 | $6.25M | 0.16% | −1,108−1.2% | Reduced |
| Keel Point, LLC | 89,192 | $6.27M | 0.84% | +942+1.1% | Added |
| Massmutual Trust Co FSB | 89,551 | $6.29M | 0.23% | −256−0.3% | Reduced |
| Private Advisor Group, LLC | 89,306 | $6.31M | 0.05% | −46−0.1% | Reduced |
| Thomasville National Bank | 89,942 | $6.32M | 0.60% | −412−0.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 90,341 | $6.35M | 0.10% | +90,341 | New |
| Principle Wealth Partners LLC | 90,471 | $6.36M | 0.64% | −703−0.8% | Reduced |
| RFG Advisory, LLC | 90,667 | $6.37M | 0.28% | +2,234+2.5% | Added |
| Sound View Wealth Advisors Group, LLC | 90,730 | $6.37M | 0.84% | −1,409−1.5% | Reduced |
| Aull & Monroe Investment Management Corp | 90,746 | $6.37M | 3.21% | −196−0.2% | Reduced |
| Blair William & Co | 90,945 | $6.39M | 0.02% | +758+0.8% | Added |
| Man Group plc | 91,090 | $6.40M | 0.02% | – | – |
| Assenagon Asset Management S.A. | 91,809 | $6.45M | 0.03% | −125,345−57.7% | Reduced |
| Visionary Wealth Advisors | 92,316 | $6.49M | 0.52% | +1,392+1.5% | Added |
| MainStreet Investment Advisors LLC | 92,684 | $6.51M | 0.71% | −1,666−1.8% | Reduced |
| Wealthfront Advisers LLC | 93,643 | $6.58M | 0.03% | +8,192+9.6% | Added |
| First PREMIER Bank | 93,685 | $6.58M | 1.88% | −1,475−1.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 93,829 | $6.59M | 0.74% | −3,322−3.4% | Reduced |
| Alerus Financial NA | 94,004 | $6.60M | 0.56% | +3,769+4.2% | Added |
| Bank of Nova Scotia | 94,034 | $6.61M | 0.02% | +13,064+16.1% | Added |
| NewSquare Capital LLC | 95,768 | $6.73M | 0.70% | +5,595+6.2% | Added |
| Churchill Management Corp | 96,671 | $6.79M | 0.11% | −708−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 97,457 | $6.85M | 0.07% | −3,627−3.6% | Reduced |
| Martingale Asset Management L P | 97,754 | $6.87M | 0.13% | −85,516−46.7% | Reduced |
| Neuberger Berman Group LLC | 98,126 | $6.89M | 0.01% | +4,269+4.5% | Added |
| British Columbia Investment Management Corp | 98,429 | $6.91M | 0.06% | +1,025+1.1% | Added |
| Insight Folios Inc | 98,502 | $6.92M | 2.90% | +3,453+3.6% | Added |
| Rafferty Asset Management, LLC | 99,645 | $7.00M | 0.04% | +19,689+24.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 101,748 | $7.15M | 0.15% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 102,500 | $7.20M | 0.07% | +102,500 | New |
| Advisors Management Group Inc | 102,888 | $7.23M | 2.16% | −1,371−1.3% | Reduced |
| Holocene Advisors, LP | 102,965 | $7.23M | 0.03% | −8,105−7.3% | Reduced |
| Mayflower Financial Advisors, LLC | 103,112 | $7.24M | 0.94% | +20.0% | Added |
| Advocate Group LLC | 104,073 | $7.31M | 1.61% | −4,071−3.8% | Reduced |
| Edge Capital Group, LLC | 106,574 | $7.49M | 0.43% | −12,600−10.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 107,016 | $7.52M | 0.04% | +3,637+3.5% | Added |
| Kanawha Capital Management LLC | 108,639 | $7.63M | 0.70% | −266−0.2% | Reduced |
| Commerce Bank | 108,811 | $7.64M | 0.06% | +6,750+6.6% | Added |
| Umb Bank N A | 108,884 | $7.65M | 0.12% | −540.0% | Reduced |
| Gulf International Bank (UK) Ltd | 110,465 | $7.76M | 0.19% | −32,511−22.7% | Reduced |
| Fiduciary Group LLC | 111,018 | $7.80M | 0.96% | −1,175−1.0% | Reduced |
| Raymond James Trust N.A. | 111,269 | $7.82M | 0.23% | −2,289−2.0% | Reduced |
| Davenport & Co LLC | 111,537 | $7.83M | 0.06% | −225−0.2% | Reduced |
| Associated Banc-Corp | 112,147 | $7.88M | 0.30% | +390.0% | Added |
| Cornerstone Advisors, LLC | 112,200 | $7.88M | 0.38% | +14,200+14.5% | Added |
| Cetera Advisors LLC | 112,338 | $7.89M | 0.12% | +2,052+1.9% | Added |
| Hantz Financial Services, Inc. | 114,879 | $8.07M | 0.20% | +1,031+0.9% | Added |
| Fisher Asset Management, LLC | 114,964 | $8.08M | 0.00% | +4,745+4.3% | Added |
| Rockefeller Capital Management L.P. | 115,210 | $8.09M | 0.03% | +20,094+21.1% | Added |
| Atria Investments LLC | 115,486 | $8.11M | 0.15% | −7,001−5.7% | Reduced |
| Independent Advisor Alliance | 115,733 | $8.13M | 0.36% | +500+0.4% | Added |
| Fifth Third Bancorp | 116,438 | $8.18M | 0.04% | −4,489−3.7% | Reduced |
| Decade Renewable Partners LP | 117,000 | $8.22M | 3.81% | +34,100+41.1% | Added |
| TCTC Holdings, LLC | 117,561 | $8.26M | 0.33% | −335−0.3% | Reduced |
| Signature Wealth Management Group | 117,604 | $8.26M | 3.85% | −1,441−1.2% | Reduced |
| Kempen Capital Management N.V. | 118,597 | $8.33M | 0.15% | +3,691+3.2% | Added |
| Daiwa Securities Group Inc. | 119,131 | $8.37M | 0.06% | +35,501+42.5% | Added |
| Nissay Asset Management Corp | 119,517 | $8.40M | 0.07% | −1,498−1.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 119,589 | $8.40M | 1.33% | +1,457+1.2% | Added |
| Biondo Investment Advisors, LLC | 120,714 | $8.48M | 1.57% | +1,461+1.2% | Added |
| Buckhead Capital Management LLC | 120,772 | $8.48M | 2.02% | −2,345−1.9% | Reduced |
| Intact Investment Management Inc. | 123,800 | $8.70M | 0.35% | −800−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 124,901 | $8.77M | 0.13% | +8,512+7.3% | Added |
| Pinnacle Associates Ltd | 125,025 | $8.78M | 0.15% | +83,057+197.9% | Added |
| First Republic Investment Management, Inc. | 126,116 | $8.86M | 0.05% | −71,178−36.1% | Reduced |
| Bell Bank | 127,179 | $8.93M | 0.95% | −8,409−6.2% | Reduced |
| CIBC World Markets Corp | 127,781 | $8.98M | 0.07% | +72,728+132.1% | Added |
| CIBC Private Wealth Group, LLC | 128,483 | $9.03M | 0.02% | −4,199−3.2% | Reduced |
| Xponance, Inc. | 128,712 | $9.04M | 0.12% | −388−0.3% | Reduced |
| Czech National Bank | 129,081 | $9.07M | 0.21% | +829+0.6% | Added |
| Keybank National Association | 134,071 | $9.42M | 0.04% | +8,326+6.6% | Added |
| DekaBank Deutsche Girozentrale | 137,313 | $9.52M | 0.02% | −13,184−8.8% | Reduced |