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 |
|---|---|---|---|---|---|
| Altus Wealth Management, LLC | 3,973 | $279.1K | 0.22% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,978 | $279.5K | 0.14% | −8−0.2% | Reduced |
| Horan Securities, Inc. | 3,978 | $279.5K | 0.12% | +1,335+50.5% | Added |
| TRUE Private Wealth Advisors | 3,981 | $279.7K | 0.04% | 00.0% | Unchanged |
| American National Bank | 3,990 | $280.3K | 0.05% | +2,000+100.5% | Added |
| American State Bank (Iowa) | 3,998 | $280.9K | 0.20% | 00.0% | Unchanged |
| Advisory Research Inc | 4,007 | $281.5K | 0.04% | +4,007 | New |
| Fagan Associates, Inc. | 4,011 | $281.8K | 0.07% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 4,021 | $282.5K | 0.16% | −39−1.0% | Reduced |
| LCM Capital Management Inc | 4,027 | $282.9K | 0.23% | −61−1.5% | Reduced |
| Wayfinding Financial, LLC | 3,920 | $283.0K | 0.20% | +378+10.7% | Added |
| David Loasby | 4,009 | $283.8K | 0.03% | +50+1.3% | Added |
| Syverson Strege & Co | 4,040 | $283.8K | 0.12% | +70+1.8% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $284.5K | 0.05% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,078 | $286.0K | 0.14% | −7−0.2% | Reduced |
| Innovis Asset Management LLC | 4,077 | $286.4K | 0.11% | −45−1.1% | Reduced |
| Glassman Wealth Services | 4,082 | $286.8K | 0.05% | −663−14.0% | Reduced |
| Field & Main Bank | 4,085 | $287.0K | 0.16% | +530+14.9% | Added |
| Goldstone Financial Group, LLC | 4,098 | $287.9K | 0.08% | +391+10.5% | Added |
| 1st Source Bank | 4,119 | $289.4K | 0.02% | −117−2.8% | Reduced |
| Norwood Financial Corp | 4,158 | $292.1K | 0.44% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,162 | $292.4K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,165 | $292.6K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 4,171 | $293.0K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 4,171 | $293.0K | 0.08% | +106+2.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,192 | $294.5K | 0.11% | +1,256+42.8% | Added |
| Proficio Capital Partners LLC | 4,206 | $295.5K | 0.04% | +133+3.3% | Added |
| Bill Few Associates, Inc. | 4,223 | $296.7K | 0.15% | +126+3.1% | Added |
| Keebeck Wealth Management, LLC | 4,224 | $296.7K | 0.04% | −700−14.2% | Reduced |
| MidWestOne Financial Group, Inc. | 4,225 | $296.8K | 0.06% | +500+13.4% | Added |
| Aviance Capital Partners, LLC | 4,228 | $297.0K | 0.06% | −44−1.0% | Reduced |
| WMG Financial Advisors, LLC | 4,237 | $297.6K | 0.22% | +1,403+49.5% | Added |
| Sittner & Nelson, LLC | 4,246 | $298.3K | 0.16% | −2,271−34.8% | Reduced |
| Citizens Business Bank | 4,255 | $298.9K | 0.07% | +4,255 | New |
| Atomi Financial Group, Inc. | 4,268 | $299.9K | 0.14% | +4,268 | New |
| Advisory Alpha, LLC | 4,269 | $299.9K | 0.02% | +128+3.1% | Added |
| Legacy Financial Advisors, Inc. | 4,282 | $300.8K | 0.06% | −310−6.8% | Reduced |
| Thomas Story & Son LLC | 4,300 | $302.0K | 0.14% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,302 | $302.2K | 0.18% | +4,302 | New |
| Morris Financial Concepts, Inc. | 4,305 | $302.4K | 0.20% | −342−7.4% | Reduced |
| Hoylecohen, LLC | 4,315 | $303.1K | 0.03% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,345 | $305.2K | 0.27% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,350 | $305.6K | 0.01% | −500−10.3% | Reduced |
| Capital City Trust Co | 4,351 | $305.7K | 0.10% | +4,351 | New |
| Byrne Asset Management LLC | – | $306.0K | 0.20% | – | – |
| Searle & Co. | 4,236 | $306.4K | 0.09% | −40−0.9% | Reduced |
| Financial Architects, Inc | 4,363 | $306.5K | 0.05% | −1,051−19.4% | Reduced |
| Pinnacle Bancorp, Inc. | 4,381 | $307.8K | 0.11% | +123+2.9% | Added |
| Williams Jones Wealth Management, LLC. | 4,400 | $309.1K | 0.00% | −66−1.5% | Reduced |
| Sage Mountain Advisors LLC | 4,400 | $309.1K | 0.04% | +177+4.2% | Added |
| XY Capital Ltd | 4,400 | $309.1K | 0.60% | +4,400 | New |
| Telemus Capital, LLC | 4,408 | $309.7K | 0.03% | −1,905−30.2% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,413 | $310.0K | 0.04% | +5+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 4,413 | $310.0K | 0.15% | −309−6.5% | Reduced |
| Investment House LLC | 4,418 | $310.3K | 0.02% | +4+0.1% | Added |
| Willis Johnson & Associates, Inc. | 4,430 | $311.2K | 0.03% | −112−2.5% | Reduced |
| Stiles Financial Services Inc | 4,434 | $311.5K | 0.15% | −143−3.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,435 | $311.6K | 0.03% | −175−3.8% | Reduced |
| Round Rock Advisors, LLC | 4,446 | $312.3K | 0.11% | 00.0% | Unchanged |
| Trust Co of Virginia | 4,454 | $312.9K | 0.03% | −672−13.1% | Reduced |
| Cornerstone Advisory, LLC | 4,475 | $314.3K | 0.06% | +80+1.8% | Added |
| Cannon Financial Strategists, Inc. | 4,480 | $314.7K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,491 | $315.0K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,491 | $315.0K | 0.05% | +37+0.8% | Added |
| Capital Investment Counsel, Inc | 4,497 | $315.9K | 0.06% | −83−1.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,497 | $315.9K | 0.01% | −167−3.6% | Reduced |
| Independence Bank of Kentucky | 4,509 | $316.8K | 0.13% | +34+0.8% | Added |
| Smith Anglin Financial, LLC | 4,510 | $316.8K | 0.04% | +5+0.1% | Added |
| Seelaus Asset Management LLC | 4,513 | $317.0K | 0.25% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,520 | $317.5K | 0.04% | +208+4.8% | Added |
| McGowan Group Asset Management, Inc. | 4,525 | $317.9K | 0.05% | +43+1.0% | Added |
| Mirador Capital Partners LP | 4,527 | $318.0K | 0.08% | −32−0.7% | Reduced |
| Triad Financial Advisors, Inc. | 4,527 | $318.1K | 0.13% | +20.0% | Added |
| Second Half Financial Partners, LLC | 4,528 | $318.1K | 0.07% | +813+21.9% | Added |
| Bedel Financial Consulting, Inc. | 4,529 | $318.1K | 0.07% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,531 | $318.3K | 0.06% | +20.0% | Added |
| Tranquility Partners, LLC | 4,538 | $318.8K | 0.14% | +10+0.2% | Added |
| Oak Hill Wealth Advisors, LLC | 4,547 | $319.4K | 0.12% | −152−3.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,550 | $319.6K | 0.01% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,550 | $319.6K | 0.31% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,553 | $319.8K | 0.00% | −225−4.7% | Reduced |
| Sound Income Strategies, LLC | 4,557 | $320.2K | 0.03% | +10.0% | Added |
| Fundamentun, LLC | 4,566 | $320.8K | 0.05% | −9−0.2% | Reduced |
| O'Brien Greene & Co. Inc | 4,566 | $321.0K | 0.11% | −922−16.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,574 | $321.3K | 0.28% | −90−1.9% | Reduced |
| Vise Technologies, Inc. | 4,577 | $321.6K | 0.08% | −683−13.0% | Reduced |
| Southland Equity Partners LLC | 4,581 | $321.8K | 0.11% | +5+0.1% | Added |
| Angeles Investment Advisors, LLC | 4,590 | $322.4K | 0.03% | −818−15.1% | Reduced |
| TCG Advisory Services, LLC | 4,598 | $323.0K | 0.05% | +85+1.9% | Added |
| Violich Capital Management, Inc. | 4,595 | $323.0K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,598 | $323.0K | 0.02% | −167−3.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,612 | $324.0K | 0.10% | +4,612 | New |
| Altfest L J & Co Inc | 4,628 | $325.0K | 0.05% | −340−6.8% | Reduced |
| JB Capital LLC | 4,631 | $325.4K | 0.03% | +4+0.1% | Added |
| SFMG, LLC | 4,649 | $326.6K | 0.03% | −398−7.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 4,679 | $328.7K | 0.15% | +4,679 | New |
| Elmwood Wealth Management, Inc. | 4,693 | $329.7K | 0.15% | 00.0% | Unchanged |
| Boston Research & Management Inc | 4,710 | $330.0K | 0.09% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,709 | $330.8K | 0.00% | −589−11.1% | Reduced |
| RNC Capital Management LLC | 4,707 | $331.0K | 0.02% | 00.0% | Unchanged |