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 |
|---|---|---|---|---|---|
| Summitry LLC | 7,450 | $523.4K | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,431 | $522.0K | 0.04% | −51−0.7% | Reduced |
| Lathrop Investment Management Corp | 7,412 | $521.0K | 0.11% | −40−0.5% | Reduced |
| Caldwell Trust Co | 7,416 | $521.0K | 0.07% | −1,440−16.3% | Reduced |
| Conning Inc. | 7,386 | $518.9K | 0.02% | −750−9.2% | Reduced |
| Moloney Securities Asset Management, LLC | 7,377 | $518.2K | 0.09% | +153+2.1% | Added |
| Cohen Investment Advisors LLC | 7,370 | $517.7K | 0.42% | +36+0.5% | Added |
| Wulff, Hansen & Co. | 7,363 | $517.3K | 0.58% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 7,360 | $517.0K | 0.34% | −55−0.7% | Reduced |
| Archer Investment Corp | 7,350 | $516.3K | 0.18% | −1,450−16.5% | Reduced |
| Xcel Wealth Management, LLC | 7,335 | $515.3K | 0.16% | +433+6.3% | 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 |
| Tradition Wealth Management, LLC | 7,321 | $514.0K | 0.06% | +20+0.3% | Added |
| Van Hulzen Asset Management, LLC | 7,303 | $513.0K | 0.04% | +270+3.8% | Added |
| Advisors Capital Management, LLC | 7,273 | $511.0K | 0.01% | −221−2.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,264 | $510.3K | 0.02% | −375−4.9% | Reduced |
| DFPG Investments, LLC | 7,270 | $509.9K | 0.05% | −16−0.2% | Reduced |
| Buckingham Strategic Partners | 7,258 | $509.9K | 0.03% | +7,258 | New |
| Optimum Investment Advisors | 7,236 | $508.3K | 0.25% | −600−7.7% | Reduced |
| CX Institutional | 7,204 | $506.1K | 0.03% | +241+3.5% | Added |
| Exencial Wealth Advisors, LLC | 7,201 | $505.9K | 0.02% | −139−1.9% | Reduced |
| Adviser Investments LLC | 7,195 | $505.5K | 0.01% | −11,764−62.0% | Reduced |
| Haverford Trust Co | 7,176 | $504.1K | 0.01% | +51+0.7% | Added |
| David J Yvars Group | 7,138 | $501.5K | 0.41% | +4+0.1% | Added |
| Graypoint LLC | 7,127 | $500.7K | 0.05% | +595+9.1% | Added |
| Kowal Investment Group, LLC | 7,105 | $499.1K | 0.13% | +405+6.0% | Added |
| Moseley Investment Management Inc | 7,104 | $499.1K | 0.29% | +55+0.8% | Added |
| Probity Advisors, Inc. | 7,100 | $498.8K | 0.11% | +7,100 | New |
| Sentry LLC | 7,096 | $498.5K | 0.11% | +5+0.1% | Added |
| Perpetual Ltd | 7,084 | $497.7K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 7,062 | $496.1K | 0.14% | −1,550−18.0% | Reduced |
| 1620 Investment Advisors, Inc. | 7,051 | $495.3K | 0.56% | +88+1.3% | Added |
| Penserra Capital Management LLC | 7,061 | $495.0K | 0.01% | +6,442+1,040.7% | Added |
| Key Client Fiduciary Advisors, LLC | 7,040 | $494.5K | 0.29% | +662+10.4% | Added |
| Northwest Bancshares, Inc. | 7,017 | $492.9K | 0.09% | +195+2.9% | Added |
| Beacon Investment Advisors LLC | 7,004 | $492.0K | 0.34% | −287−3.9% | Reduced |
| Autumn Glory Partners, LLC | 6,995 | $491.4K | 0.36% | +6,995 | New |
| Cozad Asset Management Inc | 6,969 | $489.6K | 0.06% | −87−1.2% | Reduced |
| Woodward Diversified Capital, LLC | 6,965 | $489.3K | 0.37% | −121−1.7% | Reduced |
| Fidelis Capital Partners, LLC | 6,924 | $486.4K | 0.18% | +15+0.2% | Added |
| NFP Retirement, Inc. | 6,921 | $486.2K | 0.09% | +439+6.8% | Added |
| Clear Creek Financial Management, LLC | 6,895 | $484.4K | 0.08% | −10.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $484.0K | 0.11% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 6,885 | $483.7K | 0.18% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 6,884 | $483.6K | 0.17% | −27−0.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 6,877 | $483.1K | 0.37% | +1,505+28.0% | Added |
| Symmetry Partners, LLC | 6,856 | $482.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 6,856 | $482.0K | 0.26% | −20.0% | Reduced |
| Union Savings Bank | 6,659 | $481.7K | 0.29% | +6,659 | New |
| Hexagon Capital Partners LLC | 6,850 | $481.2K | 0.13% | +25+0.4% | Added |
| Stokes Capital Advisors, LLC | 6,849 | $481.1K | 0.16% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 6,853 | $481.0K | 0.10% | −2,417−26.1% | Reduced |
| Builder Investment Group Inc | 6,829 | $479.7K | 0.19% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 6,802 | $477.8K | 0.27% | −1,033−13.2% | Reduced |
| Gotham Asset Management, LLC | 6,794 | $477.3K | 0.01% | −11,724−63.3% | Reduced |
| Vinva Investment Management Ltd | 6,900 | $477.1K | 0.04% | −30,153−81.4% | Reduced |
| Ballew Advisors, Inc | 6,715 | $475.0K | 0.34% | 00.0% | Unchanged |
| Charter Trust Co | 6,752 | $474.3K | 0.04% | −141−2.0% | Reduced |
| IVC Wealth Advisors LLC | 6,711 | $471.4K | 0.30% | +188+2.9% | Added |
| Heritage Wealth Advisors | 6,704 | $471.0K | 0.02% | −81−1.2% | Reduced |
| Armstrong Advisory Group, Inc | 6,686 | $469.7K | 0.05% | −417−5.9% | Reduced |
| PSI Advisors, LLC | 6,650 | $467.2K | 0.21% | −549−7.6% | Reduced |
| Sabal Trust CO | 6,630 | $465.8K | 0.03% | +2,270+52.1% | Added |
| Acorn Financial Advisory Services Inc | 6,619 | $465.0K | 0.08% | +106+1.6% | Added |
| Constitution Capital LLC | 6,608 | $464.2K | 0.26% | −86−1.3% | Reduced |
| Transform Wealth, LLC | 6,605 | $464.0K | 0.04% | +5+0.1% | Added |
| Novare Capital Management LLC | 6,585 | $462.6K | 0.05% | +274+4.3% | Added |
| Benjamin Edwards Inc | 6,570 | $462.0K | 0.11% | −2,236−25.4% | Reduced |
| Cross Staff Investments Inc | 6,535 | $459.1K | 0.42% | 00.0% | Unchanged |
| Tradewinds, LLC. | 6,533 | $458.9K | 0.27% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 6,522 | $458.2K | 0.09% | +204+3.2% | Added |
| LCNB Corp | 6,521 | $458.1K | 0.20% | −47−0.7% | Reduced |
| Belpointe Asset Management LLC | 6,495 | $456.3K | 0.05% | −9,340−59.0% | Reduced |
| Berger Financial Group, Inc | 6,473 | $454.7K | 0.05% | 00.0% | Unchanged |
| Main Street Research LLC | 6,460 | $453.8K | 0.07% | +6,460 | New |
| NorthCrest Asset Manangement, LLC | 6,422 | $451.2K | 0.02% | +130+2.1% | Added |
| Shulman DeMeo Asset Management LLC | 6,390 | $448.9K | 0.13% | +88+1.4% | Added |
| Westwood Holdings Group Inc. | 6,370 | $447.0K | 0.00% | +179+2.9% | Added |
| Alpha Cubed Investments, LLC | 6,354 | $446.4K | 0.03% | −600−8.6% | Reduced |
| Lumature Wealth Partners, LLC | 6,343 | $445.6K | 0.26% | −1,000−13.6% | Reduced |
| United Capital Management of KS, Inc. | 6,331 | $444.8K | 0.14% | −923−12.7% | Reduced |
| BFT Financial Group, LLC | 6,329 | $444.6K | 0.05% | −15,876−71.5% | Reduced |
| STAR Financial Bank | 6,322 | $444.1K | 0.41% | +150+2.4% | Added |
| Flputnam Investment Management Co | 6,290 | $441.9K | 0.01% | +317+5.3% | Added |
| AlphaCore Capital LLC | 6,285 | $441.5K | 0.07% | +6,285 | New |
| Thoroughbred Financial Services, LLC | 6,275 | $440.0K | 0.06% | −101−1.6% | Reduced |
| BCR Wealth Strategies, LLC | 6,195 | $435.0K | 0.34% | −46−0.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,191 | $434.9K | 0.05% | 00.0% | Unchanged |
| Gratus Capital LLC | 6,186 | $434.5K | 0.03% | +233+3.9% | Added |
| Rehmann Capital Advisory Group | 6,178 | $434.0K | 0.04% | +1,814+41.6% | Added |
| Eqis Capital Management, Inc. | 6,170 | $433.4K | 0.05% | +2,391+63.3% | Added |
| Mission Wealth Management, LP | 6,167 | $433.2K | 0.02% | +1,737+39.2% | Added |
| BOS Asset Management, LLC | 6,161 | $432.8K | 0.34% | +300+5.1% | Added |
| Fee-Only Financial Planning, L.C. | 6,150 | $432.0K | 0.33% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 6,142 | $431.5K | 0.14% | −400−6.1% | Reduced |
| Diligent Investors, LLC | 6,127 | $430.4K | 0.13% | +4+0.1% | Added |
| Keystone Financial Group | 6,118 | $429.8K | 0.07% | +6,118 | New |
| Moneta Group Investment Advisors LLC | 6,101 | $428.6K | 0.01% | +658+12.1% | Added |
| Mathes Company, Inc. | 6,092 | $428.0K | 0.19% | +6,092 | New |