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; 2,371 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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 5,787 | $406.5K | 0.09% | −575−9.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,791 | $406.6K | 0.09% | +206+3.7% | Added |
| First National Bank & Trust Co of Newtown | 5,815 | $408.5K | 0.09% | +392+7.2% | Added |
| Girard Partners Ltd. | 5,824 | $409.1K | 0.04% | −183−3.0% | Reduced |
| Waldron Private Wealth LLC | 5,865 | $412.0K | 0.02% | +385+7.0% | Added |
| Kingfisher Capital LLC | 5,883 | $413.0K | 0.11% | +20+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 5,887 | $413.6K | 0.04% | −122−2.0% | Reduced |
| Appleton Partners Inc | 5,908 | $415.0K | 0.04% | −281−4.5% | Reduced |
| Prosperity Financial Group, Inc. | 5,956 | $418.4K | 0.37% | −173−2.8% | Reduced |
| Kapstone Financial Advisors LLC | 5,870 | $418.4K | 0.35% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6,029 | $419.0K | 0.02% | +4,553+308.5% | Added |
| Aldebaran Financial Inc. | 5,967 | $419.2K | 0.60% | −325−5.2% | Reduced |
| Doliver Advisors, LP | 5,968 | $419.3K | 0.13% | −32−0.5% | Reduced |
| Client 1st Advisory Group, LLC | 5,983 | $420.3K | 0.22% | +2,600+76.9% | Added |
| Cordatus Wealth Management LLC | 5,991 | $421.0K | 0.16% | +5,991 | New |
| Schulhoff & Co Inc | 6,000 | $421.5K | 0.20% | 00.0% | Unchanged |
| Sciencast Management LP | 5,946 | $421.7K | 0.34% | −5,333−47.3% | Reduced |
| Cambridge Trust Co | 6,005 | $421.9K | 0.02% | −190−3.1% | Reduced |
| Abound Wealth Management | 6,013 | $422.4K | 0.18% | +122+2.1% | Added |
| Congress Asset Management Co | 6,015 | $422.6K | 0.00% | −250−4.0% | Reduced |
| PFW Advisors LLC | 6,084 | $422.8K | 0.14% | +6,084 | New |
| Cranbrook Wealth Management, LLC | 6,036 | $424.0K | 0.12% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 5,850 | $424.8K | 0.05% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 6,054 | $425.3K | 0.08% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 6,074 | $426.7K | 0.03% | +273+4.7% | Added |
| Formidable Asset Management, LLC | 6,075 | $427.0K | 0.09% | 00.0% | Unchanged |
| Baker Boyer National Bank | 6,084 | $427.4K | 0.16% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,086 | $427.6K | 0.04% | −317−5.0% | Reduced |
| Mathes Company, Inc. | 6,092 | $428.0K | 0.19% | +6,092 | New |
| Moneta Group Investment Advisors LLC | 6,101 | $428.6K | 0.01% | +658+12.1% | Added |
| Keystone Financial Group | 6,118 | $429.8K | 0.07% | +6,118 | New |
| Diligent Investors, LLC | 6,127 | $430.4K | 0.13% | +4+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,142 | $431.5K | 0.14% | −400−6.1% | Reduced |
| Fee-Only Financial Planning, L.C. | 6,150 | $432.0K | 0.33% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 6,161 | $432.8K | 0.34% | +300+5.1% | Added |
| Mission Wealth Management, LP | 6,167 | $433.2K | 0.02% | +1,737+39.2% | Added |
| Eqis Capital Management, Inc. | 6,170 | $433.4K | 0.05% | +2,391+63.3% | Added |
| Rehmann Capital Advisory Group | 6,178 | $434.0K | 0.04% | +1,814+41.6% | Added |
| Gratus Capital LLC | 6,186 | $434.5K | 0.03% | +233+3.9% | Added |
| Marble Harbor Investment Counsel, LLC | 6,191 | $434.9K | 0.05% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 6,195 | $435.0K | 0.34% | −46−0.7% | Reduced |
| Thoroughbred Financial Services, LLC | 6,275 | $440.0K | 0.06% | −101−1.6% | Reduced |
| AlphaCore Capital LLC | 6,285 | $441.5K | 0.07% | +6,285 | New |
| Flputnam Investment Management Co | 6,290 | $441.9K | 0.01% | +317+5.3% | Added |
| STAR Financial Bank | 6,322 | $444.1K | 0.41% | +150+2.4% | Added |
| BFT Financial Group, LLC | 6,329 | $444.6K | 0.05% | −15,876−71.5% | Reduced |
| United Capital Management of KS, Inc. | 6,331 | $444.8K | 0.14% | −923−12.7% | Reduced |
| Lumature Wealth Partners, LLC | 6,343 | $445.6K | 0.26% | −1,000−13.6% | Reduced |
| Alpha Cubed Investments, LLC | 6,354 | $446.4K | 0.03% | −600−8.6% | Reduced |
| Westwood Holdings Group Inc. | 6,370 | $447.0K | 0.00% | +179+2.9% | Added |
| Shulman DeMeo Asset Management LLC | 6,390 | $448.9K | 0.13% | +88+1.4% | Added |
| NorthCrest Asset Manangement, LLC | 6,422 | $451.2K | 0.02% | +130+2.1% | Added |
| Main Street Research LLC | 6,460 | $453.8K | 0.07% | +6,460 | New |
| Berger Financial Group, Inc | 6,473 | $454.7K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,495 | $456.3K | 0.05% | −9,340−59.0% | Reduced |
| LCNB Corp | 6,521 | $458.1K | 0.20% | −47−0.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,522 | $458.2K | 0.09% | +204+3.2% | Added |
| Tradewinds, LLC. | 6,533 | $458.9K | 0.27% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 6,535 | $459.1K | 0.42% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,570 | $462.0K | 0.11% | −2,236−25.4% | Reduced |
| Novare Capital Management LLC | 6,585 | $462.6K | 0.05% | +274+4.3% | Added |
| Transform Wealth, LLC | 6,605 | $464.0K | 0.04% | +5+0.1% | Added |
| Constitution Capital LLC | 6,608 | $464.2K | 0.26% | −86−1.3% | Reduced |
| Acorn Financial Advisory Services Inc | 6,619 | $465.0K | 0.08% | +106+1.6% | Added |
| Sabal Trust CO | 6,630 | $465.8K | 0.03% | +2,270+52.1% | Added |
| PSI Advisors, LLC | 6,650 | $467.2K | 0.21% | −549−7.6% | Reduced |
| Armstrong Advisory Group, Inc | 6,686 | $469.7K | 0.05% | −417−5.9% | Reduced |
| Heritage Wealth Advisors | 6,704 | $471.0K | 0.02% | −81−1.2% | Reduced |
| IVC Wealth Advisors LLC | 6,711 | $471.4K | 0.30% | +188+2.9% | Added |
| Charter Trust Co | 6,752 | $474.3K | 0.04% | −141−2.0% | Reduced |
| Ballew Advisors, Inc | 6,715 | $475.0K | 0.34% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 6,900 | $477.1K | 0.04% | −30,153−81.4% | Reduced |
| Gotham Asset Management, LLC | 6,794 | $477.3K | 0.01% | −11,724−63.3% | Reduced |
| Thrive Capital Management, LLC | 6,802 | $477.8K | 0.27% | −1,033−13.2% | Reduced |
| Builder Investment Group Inc | 6,829 | $479.7K | 0.19% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 6,853 | $481.0K | 0.10% | −2,417−26.1% | Reduced |
| Stokes Capital Advisors, LLC | 6,849 | $481.1K | 0.16% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6,850 | $481.2K | 0.13% | +25+0.4% | Added |
| Union Savings Bank | 6,659 | $481.7K | 0.29% | +6,659 | New |
| Symmetry Partners, LLC | 6,856 | $482.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 6,856 | $482.0K | 0.26% | −20.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 6,877 | $483.1K | 0.37% | +1,505+28.0% | Added |
| Wealth Alliance Advisory Group, LLC | 6,884 | $483.6K | 0.17% | −27−0.4% | Reduced |
| Brady Family Wealth, LLC | 6,885 | $483.7K | 0.18% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,890 | $484.0K | 0.11% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 6,895 | $484.4K | 0.08% | −10.0% | Reduced |
| NFP Retirement, Inc. | 6,921 | $486.2K | 0.09% | +439+6.8% | Added |
| Fidelis Capital Partners, LLC | 6,924 | $486.4K | 0.18% | +15+0.2% | Added |
| Woodward Diversified Capital, LLC | 6,965 | $489.3K | 0.37% | −121−1.7% | Reduced |
| Cozad Asset Management Inc | 6,969 | $489.6K | 0.06% | −87−1.2% | Reduced |
| Autumn Glory Partners, LLC | 6,995 | $491.4K | 0.36% | +6,995 | New |
| Beacon Investment Advisors LLC | 7,004 | $492.0K | 0.34% | −287−3.9% | Reduced |
| Northwest Bancshares, Inc. | 7,017 | $492.9K | 0.09% | +195+2.9% | Added |
| Key Client Fiduciary Advisors, LLC | 7,040 | $494.5K | 0.29% | +662+10.4% | Added |
| Penserra Capital Management LLC | 7,061 | $495.0K | 0.01% | +6,442+1,040.7% | Added |
| 1620 Investment Advisors, Inc. | 7,051 | $495.3K | 0.56% | +88+1.3% | Added |
| Jackson Hole Capital Partners, LLC | 7,062 | $496.1K | 0.14% | −1,550−18.0% | Reduced |
| Perpetual Ltd | 7,084 | $497.7K | 0.00% | 00.0% | Unchanged |
| Sentry LLC | 7,096 | $498.5K | 0.11% | +5+0.1% | Added |
| Probity Advisors, Inc. | 7,100 | $498.8K | 0.11% | +7,100 | New |