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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 8,990 | $631.5K | 0.20% | −224−2.4% | Reduced |
| First Dallas Securities Inc. | 8,990 | $632.0K | 0.35% | −650−6.7% | Reduced |
| Concord Asset Management, LLC | 9,053 | $636.0K | 0.22% | +2,050+29.3% | Added |
| Vista Capital Partners, Inc. | 9,055 | $636.1K | 0.09% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 9,055 | $636.1K | 0.27% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,079 | $637.8K | 0.03% | +617+7.3% | Added |
| Eagle Strategies LLC | 9,113 | $640.3K | 0.16% | +20.0% | Added |
| Epoch Investment Partners, Inc. | 9,129 | $641.3K | 0.00% | −925−9.2% | Reduced |
| Bradley Foster & Sargent Inc | 9,138 | $641.9K | 0.01% | −116−1.3% | Reduced |
| Juncture Wealth Strategies, LLC | 9,175 | $644.5K | 0.30% | +200+2.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,301 | $653.4K | 0.67% | +800+9.4% | Added |
| Cooper Financial Group | 9,347 | $656.6K | 0.16% | −58−0.6% | Reduced |
| Evergreen Capital Management LLC | 9,354 | $657.1K | 0.03% | +1,003+12.0% | Added |
| Trust Co of Toledo NA | 9,364 | $657.8K | 0.11% | +1,945+26.2% | Added |
| Summit Trail Advisors, LLC | 9,410 | $661.0K | 0.02% | +3,062+48.2% | Added |
| Affinity Wealth Management LLC | 9,416 | $661.5K | 0.15% | +4,129+78.1% | Added |
| Acorn Wealth Advisors, LLC | 9,426 | $662.2K | 0.45% | +83+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,430 | $662.4K | 0.30% | +2,395+34.0% | Added |
| Jefferies Financial Group Inc. | 9,445 | $663.5K | 0.01% | +5,603+145.8% | Added |
| Linscomb & Williams, Inc. | 9,455 | $664.2K | 0.04% | −223−2.3% | Reduced |
| Benin Management CORP | 9,462 | $664.7K | 0.24% | 00.0% | Unchanged |
| Madden Securities Corp | 9,471 | $665.3K | 0.34% | −2,700−22.2% | Reduced |
| Waterfront Wealth Inc. | 9,134 | $666.5K | 0.20% | +738+8.8% | Added |
| Verity Asset Management, Inc. | 9,560 | $671.6K | 0.50% | −9,736−50.5% | Reduced |
| Peak Planning Group, LLC | 9,570 | $672.3K | 0.50% | +10+0.1% | Added |
| Avantax Planning Partners, Inc. | 9,588 | $673.6K | 0.03% | −1,779−15.7% | Reduced |
| Balboa Wealth Partners | 9,614 | $675.4K | 0.24% | +102+1.1% | Added |
| Laidlaw Wealth Management LLC | 9,630 | $676.5K | 0.13% | −415−4.1% | Reduced |
| Simplicity Wealth,LLC | 9,637 | $677.0K | 0.42% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 9,655 | $678.3K | 0.37% | −80−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 9,693 | $680.9K | 0.04% | −6,188−39.0% | Reduced |
| First Hawaiian Bank | 9,736 | $684.0K | 0.02% | +113+1.2% | Added |
| Walter & Keenan Financial Consulting Co | 9,806 | $688.9K | 0.25% | −789−7.4% | Reduced |
| Gilbert & Cook, Inc. | 9,814 | $689.4K | 0.11% | +672+7.4% | Added |
| Ancora Advisors, LLC | 9,818 | $689.7K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,840 | $691.0K | 0.04% | −1,032−9.5% | Reduced |
| Monetary Management Group Inc | 9,876 | $693.8K | 0.21% | 00.0% | Unchanged |
| First National Corp | 9,881 | $694.1K | 0.16% | −555−5.3% | Reduced |
| Quadrant Capital Group LLC | 9,919 | $696.8K | 0.07% | −611−5.8% | Reduced |
| MEMBERS Trust Co | 9,922 | $697.0K | 0.02% | +9,922 | New |
| Beaumont Financial Advisors, LLC | 9,956 | $699.4K | 0.07% | +116+1.2% | Added |
| Parallel Advisors, LLC | 10,013 | $703.5K | 0.02% | +741+8.0% | Added |
| Reaves W H & Co Inc | 10,025 | $704.0K | 0.03% | −28,258−73.8% | Reduced |
| Journey Advisory Group, LLC | 10,058 | $706.6K | 0.11% | +300+3.1% | Added |
| BIP Wealth, LLC | 10,098 | $709.4K | 0.06% | −660−6.1% | Reduced |
| Capital Asset Advisory Services LLC | 9,940 | $709.5K | 0.05% | −342−3.3% | Reduced |
| North Star Investment Management Corp. | 10,112 | $710.4K | 0.06% | −141−1.4% | Reduced |
| Excalibur Management Corp | 10,120 | $710.9K | 0.36% | −929−8.4% | Reduced |
| Arrow Financial Corp | 10,140 | $712.3K | 0.09% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,149 | $713.0K | 0.03% | −2,612−20.5% | Reduced |
| Two Sigma Securities, LLC | 10,172 | $714.6K | 0.06% | +5,589+122.0% | Added |
| Wintrust Investments LLC | 10,173 | $715.0K | 0.07% | +652+6.8% | Added |
| Garner Asset Management Corp | 10,187 | $716.0K | 0.42% | −5,998−37.1% | Reduced |
| Qtron Investments LLC | 10,194 | $716.1K | 0.14% | +16+0.2% | Added |
| EPG Wealth Management LLC | 10,216 | $717.7K | 0.21% | +22+0.2% | Added |
| HBK Sorce Advisory LLC | 10,222 | $718.1K | 0.03% | −1,543−13.1% | Reduced |
| Cape Investment Advisory, Inc. | 10,227 | $718.5K | 0.40% | +695+7.3% | Added |
| Eudaimonia Partners, LLC | 10,267 | $721.3K | 0.16% | +881+9.4% | Added |
| Firethorn Wealth Partners, LLC | 10,281 | $722.3K | 0.54% | +93+0.9% | Added |
| Sunbelt Securities, Inc. | 10,330 | $725.7K | 0.10% | −43−0.4% | Reduced |
| Park National Corp | 10,357 | $727.6K | 0.03% | −695−6.3% | Reduced |
| Nwam LLC | 10,389 | $729.9K | 0.06% | −794−7.1% | Reduced |
| Summit Financial Group Inc | 10,434 | $733.0K | 0.29% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 10,437 | $733.2K | 0.07% | +2,063+24.6% | Added |
| Valley Brook Capital Group | 10,440 | $733.4K | 0.68% | −23−0.2% | Reduced |
| Jeppson Wealth Management, LLC | 10,501 | $737.7K | 0.32% | −150−1.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10,527 | $739.5K | 0.10% | +512+5.1% | Added |
| RSM US Wealth Management LLC | 10,536 | $740.1K | 0.03% | −1,273−10.8% | Reduced |
| Sunburst Financial Group, LLC | 10,561 | $741.9K | 0.26% | −248−2.3% | Reduced |
| Insight Inv LLC | 10,570 | $742.5K | 0.76% | +1,615+18.0% | Added |
| Morningstar Investment Management LLC | 10,580 | $743.0K | 0.10% | +10,580 | New |
| Y-Intercept (Hong Kong) Ltd | 10,592 | $744.1K | 0.08% | +10,592 | New |
| Traverso Chambers Private Wealth Management, LLC | 10,627 | $746.5K | 0.20% | −121−1.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 10,635 | $747.1K | 0.14% | +3,000+39.3% | Added |
| GoalVest Advisory LLC | 10,640 | $747.5K | 0.39% | −5,429−33.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,674 | $749.8K | 0.15% | +80+0.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,696 | $751.4K | 0.11% | +10,696 | New |
| Ballentine Partners, LLC | 10,729 | $753.7K | 0.02% | +294+2.8% | Added |
| Financial Advocates Investment Management | 10,772 | $756.7K | 0.06% | −114−1.0% | Reduced |
| Ritholtz Wealth Management | 10,807 | $759.2K | 0.03% | +425+4.1% | Added |
| Centre Asset Management, LLC | 10,826 | $761.0K | 0.17% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10,823 | $761.0K | 0.10% | +361+3.5% | Added |
| Atlantic Trust, LLC | 10,908 | $766.2K | 0.25% | −652−5.6% | Reduced |
| Brighton Jones LLC | 10,947 | $769.0K | 0.04% | +1,902+21.0% | Added |
| Allred Capital Management, LLC | 10,978 | $771.2K | 0.38% | −164−1.5% | Reduced |
| Aberdeen Wealth Management LLC | 11,014 | $773.7K | 0.56% | −295−2.6% | Reduced |
| Farmers Trust Co | 11,045 | $775.9K | 0.17% | −106−1.0% | Reduced |
| Engineers Gate Manager LP | 11,061 | $777.0K | 0.03% | +11,061 | New |
| Intrua Financial, LLC | 11,093 | $779.3K | 0.14% | +1,840+19.9% | Added |
| Chesley Taft & Associates LLC | 11,102 | $779.9K | 0.05% | +250+2.3% | Added |
| Live Oak Investment Partners | – | $781.7K | 0.65% | – | – |
| Silverlake Wealth Management LLC | 11,138 | $782.4K | 0.43% | −40−0.4% | Reduced |
| Plimoth Trust Co LLC | 11,142 | $782.7K | 0.23% | −430−3.7% | Reduced |
| Court Place Advisors, LLC | 11,152 | $783.4K | 0.27% | −400−3.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,156 | $783.7K | 0.27% | −441−3.8% | Reduced |
| Cobblestone Capital Advisors LLC | 11,241 | $789.7K | 0.06% | +394+3.6% | Added |
| Marco Investment Management LLC | 11,256 | $790.7K | 0.09% | −2,376−17.4% | Reduced |
| Viawealth, LLC | 11,319 | $795.2K | 0.59% | 00.0% | Unchanged |
| Bangor Savings Bank | 11,323 | $795.4K | 0.09% | +9,526+530.1% | Added |
| FourThought Financial Partners, LLC | 11,379 | $799.4K | 0.11% | −16,350−59.0% | Reduced |