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 |
|---|---|---|---|---|---|
| Laidlaw Wealth Management LLC | 9,630 | $676.5K | 0.13% | −415−4.1% | Reduced |
| Balboa Wealth Partners | 9,614 | $675.4K | 0.24% | +102+1.1% | Added |
| Avantax Planning Partners, Inc. | 9,588 | $673.6K | 0.03% | −1,779−15.7% | Reduced |
| Peak Planning Group, LLC | 9,570 | $672.3K | 0.50% | +10+0.1% | Added |
| Verity Asset Management, Inc. | 9,560 | $671.6K | 0.50% | −9,736−50.5% | Reduced |
| Waterfront Wealth Inc. | 9,134 | $666.5K | 0.20% | +738+8.8% | Added |
| Madden Securities Corp | 9,471 | $665.3K | 0.34% | −2,700−22.2% | Reduced |
| Benin Management CORP | 9,462 | $664.7K | 0.24% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 9,455 | $664.2K | 0.04% | −223−2.3% | Reduced |
| Jefferies Financial Group Inc. | 9,445 | $663.5K | 0.01% | +5,603+145.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,430 | $662.4K | 0.30% | +2,395+34.0% | Added |
| Acorn Wealth Advisors, LLC | 9,426 | $662.2K | 0.45% | +83+0.9% | Added |
| Affinity Wealth Management LLC | 9,416 | $661.5K | 0.15% | +4,129+78.1% | Added |
| Summit Trail Advisors, LLC | 9,410 | $661.0K | 0.02% | +3,062+48.2% | Added |
| Trust Co of Toledo NA | 9,364 | $657.8K | 0.11% | +1,945+26.2% | Added |
| Evergreen Capital Management LLC | 9,354 | $657.1K | 0.03% | +1,003+12.0% | Added |
| Cooper Financial Group | 9,347 | $656.6K | 0.16% | −58−0.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 9,301 | $653.4K | 0.67% | +800+9.4% | Added |
| Juncture Wealth Strategies, LLC | 9,175 | $644.5K | 0.30% | +200+2.2% | Added |
| Bradley Foster & Sargent Inc | 9,138 | $641.9K | 0.01% | −116−1.3% | Reduced |
| Epoch Investment Partners, Inc. | 9,129 | $641.3K | 0.00% | −925−9.2% | Reduced |
| Eagle Strategies LLC | 9,113 | $640.3K | 0.16% | +20.0% | Added |
| FineMark National Bank & Trust | 9,079 | $637.8K | 0.03% | +617+7.3% | 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 |
| Concord Asset Management, LLC | 9,053 | $636.0K | 0.22% | +2,050+29.3% | Added |
| First Dallas Securities Inc. | 8,990 | $632.0K | 0.35% | −650−6.7% | Reduced |
| Roberts Glore & Co Inc | 8,990 | $631.5K | 0.20% | −224−2.4% | Reduced |
| Rodgers Brothers Inc. | 8,943 | $628.2K | 0.11% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 8,921 | $626.7K | 0.42% | −341−3.7% | Reduced |
| West Family Investments, Inc. | 8,920 | $626.6K | 0.24% | +280+3.2% | Added |
| Successful Portfolios LLC | 8,876 | $623.5K | 0.54% | −117−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 8,771 | $622.5K | 0.03% | +1,182+15.6% | Added |
| Chiron Investment Management, LLC | 8,841 | $621.1K | 0.17% | +8,841 | New |
| Fiduciary Trust Co | 8,805 | $618.6K | 0.01% | −229−2.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,795 | $617.8K | 0.29% | +13+0.1% | Added |
| Trinity Financial Advisors LLC | 8,788 | $617.3K | 0.33% | +2,104+31.5% | Added |
| Cypress Capital Group | 8,787 | $617.3K | 0.09% | +4,125+88.5% | Added |
| GPS Wealth Strategies Group, LLC | 8,745 | $614.3K | 0.11% | −109−1.2% | Reduced |
| Howard Capital Management Group, LLC | 8,697 | $611.0K | 0.06% | −10.0% | Reduced |
| Welch & Forbes LLC | 8,690 | $610.5K | 0.01% | −242−2.7% | Reduced |
| XML Financial, LLC | 8,640 | $606.9K | 0.07% | +135+1.6% | Added |
| Wealth Dimensions Group, Ltd. | 8,613 | $605.0K | 0.22% | −5−0.1% | Reduced |
| Allegheny Financial Group LTD | 8,596 | $603.9K | 0.29% | −149−1.7% | Reduced |
| Atlantic Union Bankshares Corp | 8,591 | $603.5K | 0.06% | −1,610−15.8% | Reduced |
| NorthRock Partners, LLC | 8,574 | $602.3K | 0.07% | −849−9.0% | Reduced |
| Marietta Wealth Management, LLC | 8,573 | $602.3K | 0.11% | +1,756+25.8% | Added |
| Mechanics Financial Corp | 8,559 | $601.3K | 0.33% | +1,191+16.2% | Added |
| Wrapmanager Inc | 8,536 | $599.7K | 0.18% | −1,739−16.9% | Reduced |
| William Allan, LLC | 8,531 | $599.3K | 0.46% | −15−0.2% | Reduced |
| Atlas Brown,Inc. | 8,516 | $598.2K | 0.26% | +50+0.6% | Added |
| Mendel Money Management | 8,513 | $598.0K | 0.31% | +160+1.9% | Added |
| Arvest Trust Co N A | 8,258 | $597.4K | 0.04% | +8,258 | New |
| Principal Street Partners, LLC | 8,487 | $596.2K | 0.14% | +1,332+18.6% | Added |
| Axxcess Wealth Management, LLC | 8,482 | $595.9K | 0.04% | +1,975+30.4% | Added |
| Pine Valley Investments Ltd Liability Co | 8,456 | $594.0K | 0.06% | +470+5.9% | Added |
| Slagle Financial, LLC | 8,438 | $592.7K | 0.37% | +8,438 | New |
| 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 |
| Home Federal Bank of Tennessee | 8,293 | $582.6K | 0.21% | −697−7.8% | Reduced |
| Franklin Street Advisors Inc | 8,269 | $581.0K | 0.05% | −1,594−16.2% | Reduced |
| V Wealth Advisors LLC | 8,224 | $577.8K | 0.10% | +36+0.4% | Added |
| Richwood Investment Advisors, LLC | 8,193 | $575.6K | 0.56% | +313+4.0% | Added |
| Prairie Sky Financial Group LLC | 8,191 | $575.4K | 0.39% | +8,191 | New |
| Wagner Wealth Management, LLC | 8,182 | $574.8K | 0.22% | −80−1.0% | Reduced |
| Essex Savings Bank | 8,154 | $572.8K | 0.19% | +240+3.0% | Added |
| Gables Capital Management Inc. | 8,131 | $571.2K | 0.37% | +100+1.2% | Added |
| JT Stratford LLC | 8,104 | $569.3K | 0.15% | +476+6.2% | Added |
| Beacon Financial Group | 8,196 | $567.0K | 0.08% | +70+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,047 | $565.3K | 0.09% | −133−1.6% | Reduced |
| Kapitalo Investimentos Ltda | 8,026 | $563.8K | 0.10% | +8,026 | New |
| Horizon Investments, LLC | 8,009 | $562.6K | 0.02% | +919+13.0% | Added |
| KMG Fiduciary Partners, LLC | 8,003 | $562.2K | 0.07% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 8,000 | $562.0K | 0.01% | +8,000 | New |
| Strategic Wealth Designers | 7,970 | $559.9K | 0.09% | +7,970 | New |
| Baldwin Brothers Inc | 7,954 | $558.8K | 0.05% | 00.0% | Unchanged |
| First National Bank of South Miami | 7,947 | $558.3K | 0.45% | −809−9.2% | Reduced |
| Bath Savings Trust Co | 7,938 | $557.6K | 0.07% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,917 | $556.2K | 0.00% | +4,696+145.8% | Added |
| CTC Alternative Strategies, Ltd. | 7,900 | $555.0K | 0.69% | +7,900 | New |
| Element Wealth, LLC | 7,797 | $547.8K | 0.38% | +582+8.1% | Added |
| Baldwin Investment Management, LLC | 7,775 | $546.2K | 0.09% | −200−2.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,771 | $545.9K | 0.04% | −1,124−12.6% | Reduced |
| Kennedy Investment Group | 7,752 | $544.5K | 0.32% | −329−4.1% | Reduced |
| W Advisors, LLC | 7,727 | $542.8K | 0.43% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,714 | $541.9K | 0.03% | +133+1.8% | Added |
| CoreCap Advisors, LLC | 7,683 | $539.7K | 0.04% | +7,683 | New |
| Colonial Trust Advisors | 7,672 | $538.9K | 0.06% | −871−10.2% | Reduced |
| McLean Asset Management Corp | 7,625 | $535.7K | 0.21% | +4+0.1% | Added |
| MJP Associates Inc | 7,621 | $535.3K | 0.18% | −892−10.5% | Reduced |
| Chicago Capital, LLC | 7,608 | $534.5K | 0.02% | 00.0% | Unchanged |
| Private Capital Management, LLC | 7,582 | $532.6K | 0.06% | +82+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,574 | $532.1K | 0.03% | +7,574 | New |
| Forum Financial Management, LP | 7,564 | $531.4K | 0.01% | +1,820+31.7% | 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 |
| Thrive Wealth Management, LLC | 7,528 | $528.8K | 0.14% | +988+15.1% | Added |
| Firestone Capital Management | 7,524 | $528.0K | 0.17% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 7,490 | $526.2K | 0.31% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,475 | $525.1K | 0.05% | −1,002−11.8% | Reduced |