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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 6,086 | $427.6K | 0.04% | −317−5.0% | Reduced |
| Baker Boyer National Bank | 6,084 | $427.4K | 0.16% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 6,075 | $427.0K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 6,074 | $426.7K | 0.03% | +273+4.7% | Added |
| Davy Global Fund Management Ltd | 6,054 | $425.3K | 0.08% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 5,850 | $424.8K | 0.05% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6,036 | $424.0K | 0.12% | 00.0% | Unchanged |
| PFW Advisors LLC | 6,084 | $422.8K | 0.14% | +6,084 | New |
| Congress Asset Management Co | 6,015 | $422.6K | 0.00% | −250−4.0% | Reduced |
| Abound Wealth Management | 6,013 | $422.4K | 0.18% | +122+2.1% | Added |
| Cambridge Trust Co | 6,005 | $421.9K | 0.02% | −190−3.1% | Reduced |
| Sciencast Management LP | 5,946 | $421.7K | 0.34% | −5,333−47.3% | Reduced |
| Schulhoff & Co Inc | 6,000 | $421.5K | 0.20% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 5,991 | $421.0K | 0.16% | +5,991 | New |
| Client 1st Advisory Group, LLC | 5,983 | $420.3K | 0.22% | +2,600+76.9% | Added |
| Doliver Advisors, LP | 5,968 | $419.3K | 0.13% | −32−0.5% | Reduced |
| Aldebaran Financial Inc. | 5,967 | $419.2K | 0.60% | −325−5.2% | Reduced |
| GHP Investment Advisors, Inc. | 6,029 | $419.0K | 0.02% | +4,553+308.5% | Added |
| Kapstone Financial Advisors LLC | 5,870 | $418.4K | 0.35% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,956 | $418.4K | 0.37% | −173−2.8% | Reduced |
| Appleton Partners Inc | 5,908 | $415.0K | 0.04% | −281−4.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,887 | $413.6K | 0.04% | −122−2.0% | Reduced |
| Kingfisher Capital LLC | 5,883 | $413.0K | 0.11% | +20+0.3% | Added |
| Waldron Private Wealth LLC | 5,865 | $412.0K | 0.02% | +385+7.0% | Added |
| Girard Partners Ltd. | 5,824 | $409.1K | 0.04% | −183−3.0% | Reduced |
| First National Bank & Trust Co of Newtown | 5,815 | $408.5K | 0.09% | +392+7.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,791 | $406.6K | 0.09% | +206+3.7% | Added |
| Montecito Bank & Trust | 5,787 | $406.5K | 0.09% | −575−9.0% | Reduced |
| Red Wave Investments LLC | 5,778 | $405.9K | 0.16% | +127+2.2% | Added |
| Fusion Capital, LLC | 5,752 | $404.1K | 0.23% | +273+5.0% | Added |
| Schmidt P J Investment Management Inc | 5,565 | $404.1K | 0.08% | −150−2.6% | Reduced |
| Koss-Olinger Consulting, LLC | 5,758 | $404.0K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5,729 | $402.5K | 0.12% | +4,276+294.3% | Added |
| PFG Investments, LLC | 5,728 | $402.4K | 0.07% | +102+1.8% | Added |
| Salomon & Ludwin, LLC | 5,726 | $402.3K | 0.04% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,721 | $401.9K | 0.11% | 00.0% | Unchanged |
| RB Capital Management, LLC | 5,719 | $401.7K | 0.12% | +72+1.3% | Added |
| Scotia Capital Inc. | 5,704 | $400.7K | 0.00% | −326−5.4% | Reduced |
| Continuum Advisory, LLC | 5,695 | $400.1K | 0.06% | −574−9.2% | Reduced |
| Klingman & Associates, LLC | 5,642 | $396.4K | 0.03% | −10.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,640 | $396.2K | 0.03% | −1,850−24.7% | Reduced |
| Ostrum Asset Management | 5,640 | $396.2K | 0.03% | +5+0.1% | Added |
| Summit Asset Management, LLC | 5,633 | $395.7K | 0.10% | −1,432−20.3% | Reduced |
| O'Rourke & Company, Inc | 5,617 | $395.0K | 0.28% | +5+0.1% | Added |
| Financial Engines Advisors L.L.C. | 5,602 | $393.5K | 0.00% | +5,602 | New |
| Beta Wealth Group, Inc. | 5,600 | $393.4K | 0.23% | +500+9.8% | Added |
| WSFS Capital Management, LLC | 5,599 | $393.3K | 0.04% | +1,839+48.9% | Added |
| Glass Jacobson Investment Advisors llc | 5,584 | $392.3K | 0.18% | +5,584 | New |
| Hall Capital Management Co Inc | 5,554 | $390.2K | 0.22% | +145+2.7% | Added |
| American Financial Advisors, LLC | 5,545 | $389.6K | 0.06% | +48+0.9% | Added |
| Bremer Bank National Association | 5,525 | $388.1K | 0.07% | −132−2.3% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,522 | $387.9K | 0.09% | +6+0.1% | Added |
| Keystone Financial Planning, Inc. | 5,508 | $386.9K | 0.13% | 00.0% | Unchanged |
| Goodwin Daniel L | 5,495 | $386.0K | 0.18% | −50−0.9% | Reduced |
| Donald L. Hagan, LLC | 5,483 | $385.2K | 0.22% | +221+4.2% | Added |
| Gateway Wealth Partners, LLC | 5,461 | $383.6K | 0.07% | −137−2.4% | Reduced |
| Arcus Capital Partners, LLC | 5,413 | $380.3K | 0.11% | +42+0.8% | Added |
| Bienville Capital Management, LLC | 5,400 | $379.4K | 0.15% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,376 | $377.6K | 0.27% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,350 | $375.8K | 0.09% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,346 | $375.6K | 0.04% | +9+0.2% | Added |
| apricus wealth, LLC | 5,350 | $375.5K | 0.33% | +25+0.5% | Added |
| BEAM Asset Management, LLC | 5,338 | $375.0K | 0.26% | +517+10.7% | Added |
| Avidian Wealth Solutions, LLC | 5,329 | $374.4K | 0.02% | +95+1.8% | Added |
| Hartline Investment Corp | 5,321 | $373.8K | 0.06% | +195+3.8% | Added |
| Dark Forest Capital Management LP | 5,315 | $373.4K | 0.04% | +4,704+769.9% | Added |
| Private Capital Advisors, Inc. | 5,300 | $372.0K | 0.06% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,291 | $371.7K | 0.11% | +40+0.8% | Added |
| Lee Danner & Bass Inc | 5,279 | $371.0K | 0.03% | +38+0.7% | Added |
| REDW Wealth LLC | 5,279 | $370.9K | 0.11% | +43+0.8% | Added |
| Altus Wealth Group LLC | 5,231 | $367.5K | 0.23% | +52+1.0% | Added |
| Cim Investment Mangement Inc | 5,224 | $367.0K | 0.12% | +10+0.2% | Added |
| Breakwater Capital Group | 5,209 | $365.9K | 0.13% | +258+5.2% | Added |
| Founders Financial Alliance, LLC | 5,208 | $365.9K | 0.14% | +5,208 | New |
| Sonora Investment Management Group, LLC | 5,208 | $365.8K | 0.03% | +1,901+57.5% | Added |
| Retirement Income Solutions, Inc | 5,194 | $364.9K | 0.10% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 5,185 | $364.2K | 0.19% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,114 | $363.5K | 0.17% | −102−2.0% | Reduced |
| Cladis Investment Advisory, LLC | 5,160 | $362.5K | 0.31% | +160+3.2% | Added |
| Auxano Advisors, LLC | 5,200 | $361.8K | 0.14% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 5,136 | $360.8K | 0.35% | +5,136 | New |
| Flagship Harbor Advisors, LLC | 5,125 | $360.0K | 0.03% | −2,178−29.8% | Reduced |
| Ameritas Advisory Services, LLC | 5,083 | $359.3K | 0.05% | −2,866−36.1% | Reduced |
| TownSquare Capital, LLC | 5,100 | $358.3K | 0.01% | +721+16.5% | Added |
| Castleview Partners, LLC | 5,099 | $358.2K | 0.32% | +258+5.3% | Added |
| Benedetti & Gucer, Inc. | 5,100 | $358.0K | 0.18% | +2,201+75.9% | Added |
| PBMares Wealth Management LLC | 5,096 | $358.0K | 0.13% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,094 | $357.9K | 0.12% | −117−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,090 | $357.6K | 0.00% | −551−9.8% | Reduced |
| TruWealth Advisors, LLC | 5,080 | $356.9K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,067 | $355.9K | 0.08% | −335−6.2% | Reduced |
| Marcum Wealth, LLC | 5,048 | $354.6K | 0.04% | −279−5.2% | Reduced |
| Steel Peak Wealth Management LLC | 5,048 | $354.6K | 0.02% | +916+22.2% | Added |
| Sigma Investment Counselors Inc | 5,042 | $354.2K | 0.03% | −598−10.6% | Reduced |
| WealthTrust Axiom LLC | 5,037 | $353.9K | 0.12% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,035 | $353.7K | 0.35% | −104−2.0% | Reduced |
| Abn Amro Investment Solutions | 5,015 | $352.3K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5,013 | $352.2K | 0.09% | −43,441−89.7% | Reduced |
| KG&L Capital Management,LLC | 5,003 | $351.4K | 0.17% | −518−9.4% | Reduced |
| 9258 Wealth Management, LLC | 4,988 | $350.4K | 0.07% | −488−8.9% | Reduced |