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 |
|---|---|---|---|---|---|
| RWM Asset Management, LLC | 4,540 | $331.7K | 0.06% | +4,540 | New |
| Insigneo Advisory Services, LLC | 4,737 | $332.8K | 0.06% | +1,768+59.5% | Added |
| Redwood Financial Network Corp | 4,737 | $332.8K | 0.31% | +16+0.3% | Added |
| Connolly Sarah T. | 4,750 | $333.7K | 0.20% | −250−5.0% | Reduced |
| Washington Trust Co | 4,750 | $333.7K | 0.01% | +675+16.6% | Added |
| Triton Wealth Management, PLLC | 4,691 | $335.3K | 0.19% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 4,775 | $335.5K | 0.21% | +1,438+43.1% | Added |
| Royal Fund Management, LLC | 4,784 | $336.1K | 0.05% | +54+1.1% | Added |
| Patriot Investment Management Inc. | 4,792 | $336.6K | 0.03% | +5+0.1% | Added |
| St Germain D J Co Inc | 4,818 | $338.5K | 0.02% | +4,818 | New |
| TCI Wealth Advisors, Inc. | 4,819 | $338.6K | 0.04% | +10.0% | Added |
| Balentine LLC | 4,834 | $339.6K | 0.01% | −2,780−36.5% | Reduced |
| Platform Technology Partners | 4,808 | $340.1K | 0.16% | −27−0.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,848 | $340.6K | 0.26% | −2,511−34.1% | Reduced |
| Wela Strategies, Inc. | 4,854 | $341.0K | 0.26% | +234+5.1% | Added |
| Lokken Investment Group LLC | 4,867 | $341.9K | 0.22% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 4,879 | $342.8K | 0.00% | +4,513+1,233.1% | Added |
| Inscription Capital, LLC | 4,886 | $343.2K | 0.11% | −343−6.6% | Reduced |
| Glen Eagle Advisors, LLC | 4,888 | $343.3K | 0.08% | +251+5.4% | Added |
| CMG Global Holdings, LLC | 4,902 | $344.4K | 0.28% | 00.0% | Unchanged |
| Renasant Bank | 4,915 | $345.3K | 0.28% | −1,542−23.9% | Reduced |
| SNS Financial Group, LLC | 4,918 | $345.5K | 0.05% | +17+0.3% | Added |
| Campion Asset Management LLC | 4,920 | $345.6K | 0.31% | −195−3.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,933 | $346.6K | 0.10% | −171−3.4% | Reduced |
| MKT Advisors LLC | 4,792 | $346.7K | 0.24% | −1,200−20.0% | Reduced |
| Aspen Grove Capital, LLC | 4,965 | $348.8K | 0.11% | +1,921+63.1% | Added |
| Pinnacle West Asset Management, Inc. | 4,975 | $349.0K | 0.34% | −50−1.0% | Reduced |
| Meridian Financial, LLC | 4,976 | $349.6K | 0.32% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,988 | $350.4K | 0.07% | −488−8.9% | Reduced |
| KG&L Capital Management,LLC | 5,003 | $351.4K | 0.17% | −518−9.4% | Reduced |
| ICA Group Wealth Management, LLC | 5,013 | $352.2K | 0.09% | −43,441−89.7% | Reduced |
| Abn Amro Investment Solutions | 5,015 | $352.3K | 0.01% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,035 | $353.7K | 0.35% | −104−2.0% | Reduced |
| WealthTrust Axiom LLC | 5,037 | $353.9K | 0.12% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 5,042 | $354.2K | 0.03% | −598−10.6% | Reduced |
| Marcum Wealth, LLC | 5,048 | $354.6K | 0.04% | −279−5.2% | Reduced |
| Steel Peak Wealth Management LLC | 5,048 | $354.6K | 0.02% | +916+22.2% | Added |
| Duncker Streett & Co Inc | 5,067 | $355.9K | 0.08% | −335−6.2% | Reduced |
| TruWealth Advisors, LLC | 5,080 | $356.9K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,090 | $357.6K | 0.00% | −551−9.8% | Reduced |
| Rosenberg Matthew Hamilton | 5,094 | $357.9K | 0.12% | −117−2.2% | Reduced |
| PBMares Wealth Management LLC | 5,096 | $358.0K | 0.13% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 5,100 | $358.0K | 0.18% | +2,201+75.9% | Added |
| Castleview Partners, LLC | 5,099 | $358.2K | 0.32% | +258+5.3% | Added |
| TownSquare Capital, LLC | 5,100 | $358.3K | 0.01% | +721+16.5% | Added |
| Ameritas Advisory Services, LLC | 5,083 | $359.3K | 0.05% | −2,866−36.1% | Reduced |
| Flagship Harbor Advisors, LLC | 5,125 | $360.0K | 0.03% | −2,178−29.8% | Reduced |
| Kingdom Financial Group LLC. | 5,136 | $360.8K | 0.35% | +5,136 | New |
| Auxano Advisors, LLC | 5,200 | $361.8K | 0.14% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,160 | $362.5K | 0.31% | +160+3.2% | Added |
| Davis Investment Partners, LLC | 5,114 | $363.5K | 0.17% | −102−2.0% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $364.2K | 0.19% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 5,194 | $364.9K | 0.10% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 5,208 | $365.8K | 0.03% | +1,901+57.5% | Added |
| Founders Financial Alliance, LLC | 5,208 | $365.9K | 0.14% | +5,208 | New |
| Breakwater Capital Group | 5,209 | $365.9K | 0.13% | +258+5.2% | Added |
| Cim Investment Mangement Inc | 5,224 | $367.0K | 0.12% | +10+0.2% | Added |
| Altus Wealth Group LLC | 5,231 | $367.5K | 0.23% | +52+1.0% | Added |
| REDW Wealth LLC | 5,279 | $370.9K | 0.11% | +43+0.8% | Added |
| Lee Danner & Bass Inc | 5,279 | $371.0K | 0.03% | +38+0.7% | Added |
| Lebenthal Global Advisors, LLC | 5,291 | $371.7K | 0.11% | +40+0.8% | Added |
| Private Capital Advisors, Inc. | 5,300 | $372.0K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5,315 | $373.4K | 0.04% | +4,704+769.9% | Added |
| Hartline Investment Corp | 5,321 | $373.8K | 0.06% | +195+3.8% | Added |
| Avidian Wealth Solutions, LLC | 5,329 | $374.4K | 0.02% | +95+1.8% | Added |
| BEAM Asset Management, LLC | 5,338 | $375.0K | 0.26% | +517+10.7% | Added |
| apricus wealth, LLC | 5,350 | $375.5K | 0.33% | +25+0.5% | Added |
| Zhang Financial LLC | 5,346 | $375.6K | 0.04% | +9+0.2% | Added |
| Summit Financial Wealth Advisors, LLC | 5,350 | $375.8K | 0.09% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,376 | $377.6K | 0.27% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,400 | $379.4K | 0.15% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,413 | $380.3K | 0.11% | +42+0.8% | Added |
| Gateway Wealth Partners, LLC | 5,461 | $383.6K | 0.07% | −137−2.4% | Reduced |
| Donald L. Hagan, LLC | 5,483 | $385.2K | 0.22% | +221+4.2% | Added |
| Goodwin Daniel L | 5,495 | $386.0K | 0.18% | −50−0.9% | Reduced |
| Keystone Financial Planning, Inc. | 5,508 | $386.9K | 0.13% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,522 | $387.9K | 0.09% | +6+0.1% | Added |
| Bremer Bank National Association | 5,525 | $388.1K | 0.07% | −132−2.3% | Reduced |
| American Financial Advisors, LLC | 5,545 | $389.6K | 0.06% | +48+0.9% | Added |
| Hall Capital Management Co Inc | 5,554 | $390.2K | 0.22% | +145+2.7% | Added |
| Glass Jacobson Investment Advisors llc | 5,584 | $392.3K | 0.18% | +5,584 | New |
| WSFS Capital Management, LLC | 5,599 | $393.3K | 0.04% | +1,839+48.9% | Added |
| Beta Wealth Group, Inc. | 5,600 | $393.4K | 0.23% | +500+9.8% | Added |
| Financial Engines Advisors L.L.C. | 5,602 | $393.5K | 0.00% | +5,602 | New |
| O'Rourke & Company, Inc | 5,617 | $395.0K | 0.28% | +5+0.1% | Added |
| Summit Asset Management, LLC | 5,633 | $395.7K | 0.10% | −1,432−20.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,640 | $396.2K | 0.03% | −1,850−24.7% | Reduced |
| Ostrum Asset Management | 5,640 | $396.2K | 0.03% | +5+0.1% | Added |
| Klingman & Associates, LLC | 5,642 | $396.4K | 0.03% | −10.0% | Reduced |
| Continuum Advisory, LLC | 5,695 | $400.1K | 0.06% | −574−9.2% | Reduced |
| Scotia Capital Inc. | 5,704 | $400.7K | 0.00% | −326−5.4% | Reduced |
| RB Capital Management, LLC | 5,719 | $401.7K | 0.12% | +72+1.3% | Added |
| Patten Group, Inc. | 5,721 | $401.9K | 0.11% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,726 | $402.3K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,728 | $402.4K | 0.07% | +102+1.8% | Added |
| Tucker Asset Management LLC | 5,729 | $402.5K | 0.12% | +4,276+294.3% | Added |
| Koss-Olinger Consulting, LLC | 5,758 | $404.0K | 0.05% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 5,565 | $404.1K | 0.08% | −150−2.6% | Reduced |
| Fusion Capital, LLC | 5,752 | $404.1K | 0.23% | +273+5.0% | Added |
| Red Wave Investments LLC | 5,778 | $405.9K | 0.16% | +127+2.2% | Added |