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 5 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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 2,000 | $140.5K | 0.01% | −1,417−41.5% | Reduced |
| TFC Financial Management | 2,013 | $141.4K | 0.03% | +261+14.9% | Added |
| Dividend Assets Capital, LLC | 2,041 | $143.0K | 0.03% | −344−14.4% | Reduced |
| Farther Finance Advisors, LLC | 2,038 | $143.2K | 0.03% | +270+15.3% | Added |
| Colonial Trust Co | 2,066 | $145.1K | 0.03% | −416−16.8% | Reduced |
| Clear Investment Research, LLC | 2,107 | $148.1K | 0.25% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,080 | $148.3K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 2,155 | $151.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 49,189 | $152.1K | 0.03% | −71−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 2,207 | $155.0K | 0.06% | −92−4.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,216 | $155.7K | 0.02% | +10.0% | Added |
| Avion Wealth | 2,242 | $156.0K | 0.04% | +60+2.7% | Added |
| PrairieView Partners, LLC | 2,226 | $156.0K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,226 | $156.4K | 0.00% | +2,226 | New |
| First Manhattan Co | 2,244 | $157.7K | 0.00% | −734−24.6% | Reduced |
| Versant Capital Management, Inc | 2,247 | $157.9K | 0.05% | −79−3.4% | Reduced |
| Chelsea Counsel Co | 2,255 | $158.4K | 0.08% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,283 | $160.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,319 | $162.9K | 0.07% | +5+0.2% | Added |
| CVA Family Office, LLC | 2,343 | $164.6K | 0.03% | +159+7.3% | Added |
| First Personal Financial Services | 2,363 | $166.0K | 0.04% | +1,843+354.4% | Added |
| Stephens Consulting, LLC | 2,379 | $167.1K | 0.07% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,381 | $167.3K | 0.11% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,400 | $168.6K | 0.02% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 2,406 | $169.0K | 0.16% | +2,406 | New |
| Toth Financial Advisory Corp | 2,447 | $171.9K | 0.02% | +250+11.4% | Added |
| Westside Investment Management, Inc. | 2,453 | $172.3K | 0.05% | −57−2.3% | Reduced |
| Tompkins Financial Corp | 2,455 | $172.5K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,472 | $173.7K | 0.13% | +99+4.2% | Added |
| WR Wealth Planners, LLC | 2,476 | $173.9K | 0.07% | −113−4.4% | Reduced |
| Parkside Financial Bank & Trust | 2,550 | $179.1K | 0.04% | +5+0.2% | Added |
| Quent Capital, LLC | 2,578 | $181.1K | 0.03% | +10.0% | Added |
| Rock Creek Group, LP | 2,644 | $185.7K | 0.03% | −195−6.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 2,714 | $189.3K | 0.19% | −150−5.2% | Reduced |
| AlphaMark Advisors, LLC | 2,762 | $194.0K | 0.09% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,808 | $197.3K | 0.06% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2,820 | $198.1K | 0.02% | +130+4.8% | Added |
| Apella Capital, LLC | 2,847 | $200.0K | 0.01% | +2,847 | New |
| Voya Financial Advisors, Inc. | 2,903 | $200.7K | 0.02% | −278−8.7% | Reduced |
| Retirement Planning Group | 2,863 | $201.2K | 0.02% | +2,863 | New |
| ORG Partners LLC | 2,863 | $201.6K | 0.03% | +2,863 | New |
| Berkshire Asset Management LLC | 2,888 | $202.9K | 0.01% | −12−0.4% | Reduced |
| Nova R Wealth, Inc. | 2,889 | $202.9K | 0.14% | +5+0.2% | Added |
| Beaird Harris Wealth Management, LLC | 2,893 | $203.2K | 0.02% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 2,893 | $203.2K | 0.06% | −30−1.0% | Reduced |
| Boston Financial Mangement LLC | 2,899 | $203.7K | 0.01% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 2,900 | $204.0K | 0.05% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 2,914 | $204.7K | 0.06% | +8+0.3% | Added |
| Univest Financial Corp | 2,926 | $205.6K | 0.06% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,932 | $206.0K | 0.03% | −28−0.9% | Reduced |
| Harvey Investment Co LLC | 2,926 | $206.0K | 0.03% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,932 | $206.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,936 | $206.3K | 0.02% | −285−8.8% | Reduced |
| Abacus Planning Group, Inc. | 2,944 | $206.8K | 0.05% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,950 | $207.2K | 0.06% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,950 | $207.2K | 0.08% | +2,950 | New |
| Forefront Wealth Management Inc. | 2,951 | $207.3K | 0.27% | +3+0.1% | Added |
| Mairs & Power Inc | 2,960 | $207.9K | 0.00% | −2,100−41.5% | Reduced |
| MBA Advisors LLC | 2,971 | $208.7K | 0.12% | −1,441−32.7% | Reduced |
| Rossmore Private Capital | 2,980 | $209.3K | 0.03% | −1,957−39.6% | Reduced |
| Oxford Financial Group Ltd | 2,980 | $209.3K | 0.02% | +2,980 | New |
| Sargent Investment Group, LLC | 2,980 | $209.3K | 0.05% | +2,980 | New |
| 3Chopt Investment Partners, LLC | 2,984 | $209.6K | 0.10% | +33+1.1% | Added |
| Enterprise Financial Services Corp | 2,990 | $210.0K | 0.13% | −52−1.7% | Reduced |
| Northcape Wealth Management, LLC | 2,997 | $210.5K | 0.08% | −142−4.5% | Reduced |
| Asset Management Advisors, LLC | 3,000 | $210.8K | 0.18% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,011 | $211.5K | 0.01% | +16+0.5% | Added |
| VeraBank, N.A. | 3,012 | $211.6K | 0.08% | 00.0% | Unchanged |
| Schubert & Co | 3,014 | $211.7K | 0.20% | +15+0.5% | Added |
| Madrona Financial Services, LLC | 3,014 | $211.7K | 0.10% | −871−22.4% | Reduced |
| SageView Advisory Group, LLC | 3,017 | $212.0K | 0.01% | +3,017 | New |
| Capstone Triton Financial Group, LLC | 3,022 | $212.3K | 0.15% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,023 | $212.4K | 0.06% | +48+1.6% | Added |
| Latitude Advisors, LLC | 3,042 | $213.7K | 0.15% | +3,042 | New |
| YHB Investment Advisors, Inc. | 3,049 | $214.2K | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,060 | $215.0K | 0.04% | +3,060 | New |
| Cedar Mountain Advisors, LLC | 3,063 | $215.1K | 0.06% | +31+1.0% | Added |
| Ellis Investment Partners, LLC | 3,068 | $215.5K | 0.05% | +3,068 | New |
| Bank of Stockton | 3,075 | $216.0K | 0.07% | −410−11.8% | Reduced |
| HC Advisors, LLC | 3,075 | $216.0K | 0.13% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,104 | $218.1K | 0.01% | +3,104 | New |
| Financial Advisory Service, Inc. | 3,119 | $219.1K | 0.03% | −1,775−36.3% | Reduced |
| Accredited Investors Inc. | 3,121 | $219.3K | 0.02% | −3,635−53.8% | Reduced |
| Austin Private Wealth, LLC | 3,122 | $219.3K | 0.03% | +197+6.7% | Added |
| JJJ Advisors Inc. | 3,123 | $219.4K | 0.06% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,126 | $219.6K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,126 | $219.6K | 0.11% | −152−4.6% | Reduced |
| Motco | 3,128 | $219.7K | 0.01% | +69+2.3% | Added |
| Coho Partners, Ltd. | 3,139 | $220.5K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,140 | $220.6K | 0.06% | +20+0.6% | Added |
| Howard Capital Management Inc. | 3,142 | $220.7K | 0.03% | +3,142 | New |
| Bank of Nova Scotia Trust Co | 3,160 | $222.0K | 0.02% | 00.0% | Unchanged |
| Delta Capital Management LLC | 3,160 | $222.0K | 0.15% | −300−8.7% | Reduced |
| Drive Wealth Management, LLC | 3,171 | $222.8K | 0.08% | +286+9.9% | Added |
| Biltmore Wealth Management, LLC | 3,176 | $223.1K | 0.09% | +2+0.1% | Added |
| WealthTrust Asset Management, LLC | 3,217 | $226.0K | 0.20% | +6+0.2% | Added |
| Aveo Capital Partners, LLC | 3,220 | $226.2K | 0.03% | +281+9.6% | Added |
| Zullo Investment Group, Inc. | 3,220 | $226.3K | 0.13% | +3+0.1% | Added |
| Rational Advisors LLC | 3,230 | $226.9K | 0.02% | +3,230 | New |
| Satovsky Asset Management LLC | 3,233 | $227.2K | 0.08% | +232+7.7% | Added |