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 |
|---|---|---|---|---|---|
| Moseley Investment Management Inc | 7,104 | $499.1K | 0.29% | +55+0.8% | Added |
| Kowal Investment Group, LLC | 7,105 | $499.1K | 0.13% | +405+6.0% | Added |
| Graypoint LLC | 7,127 | $500.7K | 0.05% | +595+9.1% | Added |
| David J Yvars Group | 7,138 | $501.5K | 0.41% | +4+0.1% | Added |
| Haverford Trust Co | 7,176 | $504.1K | 0.01% | +51+0.7% | Added |
| Adviser Investments LLC | 7,195 | $505.5K | 0.01% | −11,764−62.0% | Reduced |
| Exencial Wealth Advisors, LLC | 7,201 | $505.9K | 0.02% | −139−1.9% | Reduced |
| CX Institutional | 7,204 | $506.1K | 0.03% | +241+3.5% | Added |
| Optimum Investment Advisors | 7,236 | $508.3K | 0.25% | −600−7.7% | Reduced |
| Buckingham Strategic Partners | 7,258 | $509.9K | 0.03% | +7,258 | New |
| DFPG Investments, LLC | 7,270 | $509.9K | 0.05% | −16−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,264 | $510.3K | 0.02% | −375−4.9% | Reduced |
| Advisors Capital Management, LLC | 7,273 | $511.0K | 0.01% | −221−2.9% | Reduced |
| Van Hulzen Asset Management, LLC | 7,303 | $513.0K | 0.04% | +270+3.8% | Added |
| Tradition Wealth Management, LLC | 7,321 | $514.0K | 0.06% | +20+0.3% | Added |
| CSM Advisors, LLC | 7,326 | $515.0K | 0.04% | −1,200−14.1% | Reduced |
| NSI Retail Advisors, LLC | 7,326 | $515.0K | 0.09% | −1,200−14.1% | Reduced |
| Xcel Wealth Management, LLC | 7,335 | $515.3K | 0.16% | +433+6.3% | Added |
| Archer Investment Corp | 7,350 | $516.3K | 0.18% | −1,450−16.5% | Reduced |
| Northstar Advisory Group, LLC | 7,360 | $517.0K | 0.34% | −55−0.7% | Reduced |
| Wulff, Hansen & Co. | 7,363 | $517.3K | 0.58% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 7,370 | $517.7K | 0.42% | +36+0.5% | Added |
| Moloney Securities Asset Management, LLC | 7,377 | $518.2K | 0.09% | +153+2.1% | Added |
| Conning Inc. | 7,386 | $518.9K | 0.02% | −750−9.2% | Reduced |
| Caldwell Trust Co | 7,416 | $521.0K | 0.07% | −1,440−16.3% | Reduced |
| Lathrop Investment Management Corp | 7,412 | $521.0K | 0.11% | −40−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,431 | $522.0K | 0.04% | −51−0.7% | Reduced |
| Summitry LLC | 7,450 | $523.4K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,475 | $525.1K | 0.05% | −1,002−11.8% | Reduced |
| Peninsula Asset Management Inc | 7,490 | $526.2K | 0.31% | 00.0% | Unchanged |
| Firestone Capital Management | 7,524 | $528.0K | 0.17% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 7,528 | $528.8K | 0.14% | +988+15.1% | Added |
| Sentry Investment Management LLC | 7,530 | $529.0K | 0.20% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 7,531 | $529.0K | 0.03% | +3,203+74.0% | Added |
| Forum Financial Management, LP | 7,564 | $531.4K | 0.01% | +1,820+31.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,574 | $532.1K | 0.03% | +7,574 | New |
| Private Capital Management, LLC | 7,582 | $532.6K | 0.06% | +82+1.1% | Added |
| Chicago Capital, LLC | 7,608 | $534.5K | 0.02% | 00.0% | Unchanged |
| MJP Associates Inc | 7,621 | $535.3K | 0.18% | −892−10.5% | Reduced |
| McLean Asset Management Corp | 7,625 | $535.7K | 0.21% | +4+0.1% | Added |
| Colonial Trust Advisors | 7,672 | $538.9K | 0.06% | −871−10.2% | Reduced |
| CoreCap Advisors, LLC | 7,683 | $539.7K | 0.04% | +7,683 | New |
| Clearstead Advisors, LLC | 7,714 | $541.9K | 0.03% | +133+1.8% | Added |
| W Advisors, LLC | 7,727 | $542.8K | 0.43% | 00.0% | Unchanged |
| Kennedy Investment Group | 7,752 | $544.5K | 0.32% | −329−4.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,771 | $545.9K | 0.04% | −1,124−12.6% | Reduced |
| Baldwin Investment Management, LLC | 7,775 | $546.2K | 0.09% | −200−2.5% | Reduced |
| Element Wealth, LLC | 7,797 | $547.8K | 0.38% | +582+8.1% | Added |
| CTC Alternative Strategies, Ltd. | 7,900 | $555.0K | 0.69% | +7,900 | New |
| Schonfeld Strategic Advisors LLC | 7,917 | $556.2K | 0.00% | +4,696+145.8% | Added |
| Bath Savings Trust Co | 7,938 | $557.6K | 0.07% | 00.0% | Unchanged |
| First National Bank of South Miami | 7,947 | $558.3K | 0.45% | −809−9.2% | Reduced |
| Baldwin Brothers Inc | 7,954 | $558.8K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Designers | 7,970 | $559.9K | 0.09% | +7,970 | New |
| UniSuper Management Pty Ltd | 8,000 | $562.0K | 0.01% | +8,000 | New |
| KMG Fiduciary Partners, LLC | 8,003 | $562.2K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,009 | $562.6K | 0.02% | +919+13.0% | Added |
| Kapitalo Investimentos Ltda | 8,026 | $563.8K | 0.10% | +8,026 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,047 | $565.3K | 0.09% | −133−1.6% | Reduced |
| Beacon Financial Group | 8,196 | $567.0K | 0.08% | +70+0.9% | Added |
| JT Stratford LLC | 8,104 | $569.3K | 0.15% | +476+6.2% | Added |
| Gables Capital Management Inc. | 8,131 | $571.2K | 0.37% | +100+1.2% | Added |
| Essex Savings Bank | 8,154 | $572.8K | 0.19% | +240+3.0% | Added |
| Wagner Wealth Management, LLC | 8,182 | $574.8K | 0.22% | −80−1.0% | Reduced |
| Prairie Sky Financial Group LLC | 8,191 | $575.4K | 0.39% | +8,191 | New |
| Richwood Investment Advisors, LLC | 8,193 | $575.6K | 0.56% | +313+4.0% | Added |
| V Wealth Advisors LLC | 8,224 | $577.8K | 0.10% | +36+0.4% | Added |
| Franklin Street Advisors Inc | 8,269 | $581.0K | 0.05% | −1,594−16.2% | Reduced |
| Home Federal Bank of Tennessee | 8,293 | $582.6K | 0.21% | −697−7.8% | Reduced |
| First Command Bank | 8,370 | $588.0K | 0.06% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 8,370 | $588.0K | 0.06% | 00.0% | Unchanged |
| Slagle Financial, LLC | 8,438 | $592.7K | 0.37% | +8,438 | New |
| Pine Valley Investments Ltd Liability Co | 8,456 | $594.0K | 0.06% | +470+5.9% | Added |
| Axxcess Wealth Management, LLC | 8,482 | $595.9K | 0.04% | +1,975+30.4% | Added |
| Principal Street Partners, LLC | 8,487 | $596.2K | 0.14% | +1,332+18.6% | Added |
| Arvest Trust Co N A | 8,258 | $597.4K | 0.04% | +8,258 | New |
| Mendel Money Management | 8,513 | $598.0K | 0.31% | +160+1.9% | Added |
| Atlas Brown,Inc. | 8,516 | $598.2K | 0.26% | +50+0.6% | Added |
| William Allan, LLC | 8,531 | $599.3K | 0.46% | −15−0.2% | Reduced |
| Wrapmanager Inc | 8,536 | $599.7K | 0.18% | −1,739−16.9% | Reduced |
| Mechanics Financial Corp | 8,559 | $601.3K | 0.33% | +1,191+16.2% | Added |
| Marietta Wealth Management, LLC | 8,573 | $602.3K | 0.11% | +1,756+25.8% | Added |
| NorthRock Partners, LLC | 8,574 | $602.3K | 0.07% | −849−9.0% | Reduced |
| Atlantic Union Bankshares Corp | 8,591 | $603.5K | 0.06% | −1,610−15.8% | Reduced |
| Allegheny Financial Group LTD | 8,596 | $603.9K | 0.29% | −149−1.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,613 | $605.0K | 0.22% | −5−0.1% | Reduced |
| XML Financial, LLC | 8,640 | $606.9K | 0.07% | +135+1.6% | Added |
| Welch & Forbes LLC | 8,690 | $610.5K | 0.01% | −242−2.7% | Reduced |
| Howard Capital Management Group, LLC | 8,697 | $611.0K | 0.06% | −10.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,745 | $614.3K | 0.11% | −109−1.2% | Reduced |
| Cypress Capital Group | 8,787 | $617.3K | 0.09% | +4,125+88.5% | Added |
| Trinity Financial Advisors LLC | 8,788 | $617.3K | 0.33% | +2,104+31.5% | Added |
| Carmichael Hill & Associates, Inc. | 8,795 | $617.8K | 0.29% | +13+0.1% | Added |
| Fiduciary Trust Co | 8,805 | $618.6K | 0.01% | −229−2.5% | Reduced |
| Chiron Investment Management, LLC | 8,841 | $621.1K | 0.17% | +8,841 | New |
| Chicago Partners Investment Group LLC | 8,771 | $622.5K | 0.03% | +1,182+15.6% | Added |
| Successful Portfolios LLC | 8,876 | $623.5K | 0.54% | −117−1.3% | Reduced |
| West Family Investments, Inc. | 8,920 | $626.6K | 0.24% | +280+3.2% | Added |
| Burke & Herbert Bank & Trust Co | 8,921 | $626.7K | 0.42% | −341−3.7% | Reduced |
| Rodgers Brothers Inc. | 8,943 | $628.2K | 0.11% | 00.0% | Unchanged |