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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 3,234 | $227.2K | 0.03% | −19−0.6% | Reduced |
| Echo Street Capital Management LLC | 3,245 | $228.0K | 0.00% | +3,245 | New |
| Campbell Wealth Management | 3,251 | $228.0K | 0.03% | +9+0.3% | Added |
| Colonial River Wealth Management, LLC | 3,247 | $228.1K | 0.15% | +31+1.0% | Added |
| Independent Solutions Wealth Management, LLC | 3,252 | $228.5K | 0.06% | +85+2.7% | Added |
| World Equity Group, Inc. | 3,262 | $229.1K | 0.07% | +3,262 | New |
| Boyar Asset Management Inc. | 3,265 | $229.4K | 0.17% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,269 | $229.6K | 0.05% | −138−4.1% | Reduced |
| Chesapeake Wealth Management | 3,273 | $229.9K | 0.09% | −1,175−26.4% | Reduced |
| Allstate Corp | 3,293 | $231.3K | 0.01% | +66+2.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,315 | $232.6K | 0.12% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,314 | $232.8K | 0.02% | +118+3.7% | Added |
| Phillips Wealth Planners LLC | 3,317 | $233.0K | 0.31% | −339−9.3% | Reduced |
| Octavia Wealth Advisors, LLC | 3,331 | $234.0K | 0.05% | +103+3.2% | Added |
| Glassy Mountain Advisors, Inc. | 3,331 | $234.0K | 0.10% | +3,331 | New |
| Beverly Hills Private Wealth, LLC | 3,468 | $235.3K | 0.04% | +3,468 | New |
| OmniStar Financial Group, Inc. | 3,351 | $235.4K | 0.28% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 3,369 | $236.7K | 0.00% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,377 | $237.3K | 0.00% | −13−0.4% | Reduced |
| ML & R Wealth Management LLC | 3,386 | $237.9K | 0.05% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 3,397 | $238.6K | 0.19% | +3,397 | New |
| Anchor Capital Advisors LLC | 3,400 | $238.8K | 0.01% | 00.0% | Unchanged |
| Milestone Advisory Partners | 3,408 | $239.4K | 0.22% | 00.0% | Unchanged |
| Pitcairn Co | 3,413 | $239.8K | 0.02% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 3,430 | $240.9K | 0.10% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,432 | $241.1K | 0.03% | −279−7.5% | Reduced |
| Merriman Wealth Management, LLC | 3,435 | $241.3K | 0.01% | −550−13.8% | Reduced |
| Capstone Investment Advisors, LLC | 3,450 | $242.4K | 0.01% | +3,450 | New |
| Fulton Breakefield Broenniman LLC | 3,460 | $243.1K | 0.02% | +35+1.0% | Added |
| Apexium Financial, LP | 3,463 | $243.3K | 0.02% | −378−9.8% | Reduced |
| Drake & Associates, LLC | 3,464 | $243.3K | 0.11% | −101−2.8% | Reduced |
| Howe & Rusling Inc | 3,478 | $244.3K | 0.03% | +3,478 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,481 | $244.5K | 0.00% | −823−19.1% | Reduced |
| Verus Capital Partners, LLC | 3,481 | $244.6K | 0.03% | −117−3.3% | Reduced |
| MBM Wealth Consultants, LLC | 3,431 | $245.6K | 0.11% | +1,516+79.2% | Added |
| St. Louis Trust Co | 3,500 | $245.9K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 3,517 | $247.1K | 0.01% | +71+2.1% | Added |
| Waterford Advisors, LLC | 3,536 | $248.0K | 0.12% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,547 | $249.2K | 0.12% | +118+3.4% | Added |
| Bank of New Hampshire | 3,568 | $250.7K | 0.07% | +600+20.2% | Added |
| Wealthspan Partners, LLC | 3,569 | $250.7K | 0.20% | +3+0.1% | Added |
| Retirement Financial Solutions, LLC | 3,570 | $250.8K | 0.17% | −6,072−63.0% | Reduced |
| Ascent Group, LLC | 3,653 | $251.4K | 0.03% | −11,881−76.5% | Reduced |
| Cornerstone Retirement Group, Inc. | 3,581 | $251.6K | 0.07% | +3,581 | New |
| KC Investment Advisors, LLC | 3,588 | $252.1K | 0.17% | −1,071−23.0% | Reduced |
| Integris Wealth Management, LLC | 3,600 | $252.9K | 0.09% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,605 | $253.2K | 0.13% | +5+0.1% | Added |
| WealthBridge Capital Management, LLC | 3,605 | $253.3K | 0.10% | −4−0.1% | Reduced |
| Nikulski Financial, Inc. | 3,620 | $254.3K | 0.11% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,623 | $254.5K | 0.03% | +190+5.5% | Added |
| New Hampshire Trust | 3,629 | $254.9K | 0.07% | +169+4.9% | Added |
| Flaharty Asset Management, LLC | 3,650 | $256.4K | 0.04% | −1,900−34.2% | Reduced |
| Greenfield Savings Bank | 3,651 | $256.5K | 0.17% | +359+10.9% | Added |
| Family Asset Management, LLC | 3,652 | $256.6K | 0.17% | 00.0% | Unchanged |
| Davis R M Inc | 3,657 | $257.0K | 0.01% | +5+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 3,659 | $257.1K | 0.19% | +10.0% | Added |
| Athena Investment Management | 3,663 | $257.3K | 0.18% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $257.8K | 0.09% | −400−9.8% | Reduced |
| Sawyer & Company, Inc | 3,668 | $258.0K | 0.12% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 3,673 | $258.0K | 0.04% | −163−4.2% | Reduced |
| Arlington Partners LLC | 3,673 | $258.0K | 0.04% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,696 | $259.6K | 0.07% | +23+0.6% | Added |
| Nadler Financial Group, Inc. | 3,701 | $260.0K | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,708 | $260.5K | 0.05% | +3,708 | New |
| King Wealth | 3,709 | $261.0K | 0.05% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,731 | $262.1K | 0.16% | −8,653−69.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $262.1K | 0.17% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 3,739 | $262.7K | 0.16% | −17−0.5% | Reduced |
| WMS Partners, LLC | 3,740 | $262.8K | 0.02% | −183−4.7% | Reduced |
| Hodges Capital Management Inc. | 0 | $263.0K | 0.02% | −4,011−100.0% | Reduced |
| BLB&B Advisors, LLC | 3,752 | $263.6K | 0.02% | −2,580−40.7% | Reduced |
| Wealth Quarterback LLC | 3,754 | $263.7K | 0.18% | +3,754 | New |
| Strategic Advisors LLC | 3,754 | $263.8K | 0.05% | 00.0% | Unchanged |
| Willis Investment Counsel | 3,757 | $263.9K | 0.02% | −235−5.9% | Reduced |
| Miracle Mile Advisors, LLC | 3,767 | $264.6K | 0.01% | +19+0.5% | Added |
| Transcend Wealth Collective, LLC | 3,799 | $266.9K | 0.03% | +171+4.7% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $267.1K | 0.10% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 3,806 | $267.4K | 0.07% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,812 | $267.8K | 0.06% | +252+7.1% | Added |
| Frontier Asset Management, LLC | 3,821 | $268.4K | 0.12% | +38+1.0% | Added |
| GEM Asset Management, LLC | 3,830 | $269.1K | 0.21% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,831 | $269.1K | 0.04% | +150+4.1% | Added |
| BDO Wealth Advisors, LLC | 3,834 | $269.3K | 0.03% | +733+23.6% | Added |
| WealthShield Partners, LLC | 3,835 | $269.4K | 0.04% | −966−20.1% | Reduced |
| Wedgewood Investors Inc | 3,850 | $270.5K | 0.35% | +275+7.7% | Added |
| Armstrong, Fleming & Moore, Inc | 3,879 | $272.5K | 0.25% | +3,879 | New |
| NBW Capital LLC | 3,896 | $273.7K | 0.06% | +395+11.3% | Added |
| Beck Mack & Oliver LLC | 3,900 | $274.0K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,900 | $274.0K | 0.06% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 3,905 | $274.3K | 0.15% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 3,909 | $274.6K | 0.05% | −980−20.0% | Reduced |
| Providence First Trust Co | 3,913 | $274.9K | 0.15% | −174−4.3% | Reduced |
| S.E.E.D. Planning Group LLC | 3,923 | $275.6K | 0.10% | +3+0.1% | Added |
| Atlas Wealth Partners, LLC | 3,772 | $276.0K | 0.79% | +3,772 | New |
| Bourne Lent Asset Management Inc | 3,931 | $276.2K | 0.10% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 3,938 | $276.6K | 0.13% | +225+6.1% | Added |
| FLC Capital Advisors | 3,940 | $276.8K | 0.08% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,947 | $277.3K | 0.06% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 3,960 | $278.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,961 | $278.3K | 0.00% | −871−18.0% | Reduced |