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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 575 | $40.0K | 0.00% | −286−33.2% | Reduced |
| Covestor Ltd | 563 | $40.0K | 0.03% | +14+2.6% | Added |
| Stuart Chaussee & Associates, Inc. | 588 | $41.3K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 594 | $41.7K | 0.03% | +92+18.3% | Added |
| Webster Bank, N. A. | 596 | $41.9K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 614 | $42.5K | 0.01% | −576−48.4% | Reduced |
| Chesapeake Asset Management LLC | 605 | $42.6K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 624 | $43.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 630 | $44.2K | 0.01% | +3+0.5% | Added |
| Piscataqua Savings Bank | 640 | $45.0K | 0.04% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 641 | $45.0K | 0.03% | +78+13.9% | Added |
| Washington Trust Advisors, Inc. | 650 | $45.7K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $46.6K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 669 | $47.0K | 0.04% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 671 | $47.2K | 0.02% | +16+2.4% | Added |
| Whittier Trust Co of Nevada Inc | 691 | $48.5K | 0.00% | +371+115.9% | Added |
| Vigilant Capital Management, LLC | 700 | $49.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $49.2K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $50.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 714 | $50.0K | 0.03% | +714 | New |
| Resurgent Financial Advisors LLC | 714 | $50.2K | 0.03% | −220−23.6% | Reduced |
| HighMark Wealth Management LLC | 721 | $50.7K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 733 | $51.5K | 0.01% | −76−9.4% | Reduced |
| Antonetti Capital Management LLC | 760 | $53.4K | 0.08% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 761 | $53.5K | 0.00% | +328+75.8% | Added |
| Federation des caisses Desjardins du Quebec | 768 | $54.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 783 | $55.0K | 0.01% | −80−9.3% | Reduced |
| Lee Financial Co | 850 | $59.7K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 875 | $61.5K | 0.03% | +875 | New |
| West Branch Capital LLC | 881 | $61.9K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 885 | $62.2K | 0.05% | +61+7.4% | Added |
| Northwest Investment Counselors, LLC | 900 | $63.2K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 957 | $67.2K | 0.01% | +503+110.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 960 | $67.5K | 0.00% | +80+9.1% | Added |
| Fiduciary Alliance LLC | 964 | $67.7K | 0.01% | +964 | New |
| Cornerstone Planning Group LLC | 969 | $68.1K | 0.03% | +969 | New |
| New England Asset Management Inc | 1,000 | $70.3K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,013 | $71.2K | 0.03% | −41−3.9% | Reduced |
| Barrett & Company, Inc. | 1,016 | $71.4K | 0.04% | +800+370.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,031 | $72.0K | 0.05% | −127−11.0% | Reduced |
| Slocum, Gordon & Co LLP | 1,034 | $72.6K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,045 | $73.4K | 0.04% | +385+58.3% | Added |
| Boyd Watterson Asset Management LLC | 1,075 | $75.5K | 0.03% | 00.0% | Unchanged |
| Trust Co | 1,093 | $76.8K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,097 | $77.1K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 1,100 | $77.3K | 0.01% | −620−36.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,100 | $77.3K | 0.01% | −33−2.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,114 | $78.3K | 0.04% | +460+70.3% | Added |
| Operose Advisors LLC | 1,139 | $80.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,142 | $80.2K | 0.04% | −95−7.7% | Reduced |
| Focused Wealth Management, Inc | 1,150 | $80.8K | 0.01% | +375+48.4% | Added |
| Capital Advisors, Ltd. LLC | 1,164 | $82.0K | 0.01% | +209+21.9% | Added |
| Knights of Columbus Asset Advisors LLC | 1,200 | $84.3K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,250 | $87.8K | 0.09% | −7,710−86.0% | Reduced |
| Bogart Wealth, LLC | 1,264 | $88.8K | 0.01% | −105−7.7% | Reduced |
| Clearview Wealth Advisors LLC | 1,273 | $89.4K | 0.09% | −109−7.9% | Reduced |
| Bellevue Asset Management, LLC | 1,294 | $90.9K | 0.06% | +3+0.2% | Added |
| Certified Advisory Corp | 1,299 | $91.2K | 0.02% | +4+0.3% | Added |
| Ruedi Wealth Management, Inc. | 1,329 | $93.4K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 1,330 | $93.4K | 0.03% | −63−4.5% | Reduced |
| M&R Capital Management Inc | 1,350 | $94.8K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,402 | $98.5K | 0.03% | +41+3.0% | Added |
| Alaska Permanent Fund Corp | 1,408 | $98.9K | 0.00% | +1,408 | New |
| Clear Street Markets LLC | 1,424 | $100.0K | 0.04% | −726−33.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,425 | $100.1K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $100.4K | 0.02% | 00.0% | Unchanged |
| Options Solutions, LLC | 1,434 | $100.7K | 0.10% | +1,434 | New |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $101.9K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,494 | $105.0K | 0.01% | −40−2.6% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $105.4K | 0.05% | −79−5.0% | Reduced |
| Sutton Wealth Advisors Inc. | 1,501 | $105.4K | 0.05% | −3−0.2% | Reduced |
| MCF Advisors LLC | 1,541 | $108.3K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,548 | $108.8K | 0.01% | +1+0.1% | Added |
| Providence Capital Advisors, LLC | 1,555 | $109.2K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,573 | $110.5K | 0.01% | +13+0.8% | Added |
| Whittier Trust Co | 1,578 | $110.9K | 0.00% | −1,357−46.2% | Reduced |
| S.A. Mason LLC | 1,613 | $112.2K | 0.08% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,605 | $112.8K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,641 | $113.5K | 0.03% | −2,291−58.3% | Reduced |
| Compass Wealth Management LLC | 1,620 | $113.8K | 0.03% | +870+116.0% | Added |
| Manchester Capital Management LLC | 1,657 | $116.4K | 0.02% | +15+0.9% | Added |
| Center for Financial Planning, Inc. | 1,660 | $116.6K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,663 | $116.8K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,722 | $121.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $121.3K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,800 | $126.0K | 0.08% | +1,800 | New |
| WFA Asset Management Corp | 1,832 | $128.7K | 0.08% | +13+0.7% | Added |
| Spirit of America Management Corp | 1,850 | $130.0K | 0.03% | +150+8.8% | Added |
| West Paces Advisors Inc. | 1,862 | $130.8K | 0.04% | −425−18.6% | Reduced |
| Riverview Trust Co | 1,867 | $131.2K | 0.12% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,879 | $132.0K | 0.02% | −504−21.1% | Reduced |
| Achmea Investment Management B.V. | 1,890 | $133.0K | 0.00% | +952+101.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,916 | $134.6K | 0.06% | +18+0.9% | Added |
| Smithfield Trust Co | 1,960 | $138.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,969 | $138.3K | 0.07% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 1,978 | $139.0K | 0.08% | +1,978 | New |
| V-Square Quantitative Management LLC | 1,979 | $139.0K | 0.10% | +1,979 | New |
| BerganKDV Wealth Management, LLC | 1,984 | $139.4K | 0.01% | −10−0.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,983 | $139.9K | 0.01% | −19−0.9% | Reduced |
| Truvestments Capital LLC | 2,000 | $140.5K | 0.07% | +12+0.6% | Added |