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 |
|---|---|---|---|---|---|
| Meridian Financial, LLC | 4,976 | $349.6K | 0.32% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,975 | $349.0K | 0.34% | −50−1.0% | Reduced |
| Aspen Grove Capital, LLC | 4,965 | $348.8K | 0.11% | +1,921+63.1% | Added |
| MKT Advisors LLC | 4,792 | $346.7K | 0.24% | −1,200−20.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,933 | $346.6K | 0.10% | −171−3.4% | Reduced |
| Campion Asset Management LLC | 4,920 | $345.6K | 0.31% | −195−3.8% | Reduced |
| SNS Financial Group, LLC | 4,918 | $345.5K | 0.05% | +17+0.3% | Added |
| Renasant Bank | 4,915 | $345.3K | 0.28% | −1,542−23.9% | Reduced |
| CMG Global Holdings, LLC | 4,902 | $344.4K | 0.28% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,888 | $343.3K | 0.08% | +251+5.4% | Added |
| Inscription Capital, LLC | 4,886 | $343.2K | 0.11% | −343−6.6% | Reduced |
| Pinebridge Investments, L.P. | 4,879 | $342.8K | 0.00% | +4,513+1,233.1% | Added |
| Lokken Investment Group LLC | 4,867 | $341.9K | 0.22% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 4,854 | $341.0K | 0.26% | +234+5.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,848 | $340.6K | 0.26% | −2,511−34.1% | Reduced |
| Platform Technology Partners | 4,808 | $340.1K | 0.16% | −27−0.6% | Reduced |
| Balentine LLC | 4,834 | $339.6K | 0.01% | −2,780−36.5% | Reduced |
| TCI Wealth Advisors, Inc. | 4,819 | $338.6K | 0.04% | +10.0% | Added |
| St Germain D J Co Inc | 4,818 | $338.5K | 0.02% | +4,818 | New |
| Patriot Investment Management Inc. | 4,792 | $336.6K | 0.03% | +5+0.1% | Added |
| Royal Fund Management, LLC | 4,784 | $336.1K | 0.05% | +54+1.1% | Added |
| Buttonwood Financial Advisors Inc. | 4,775 | $335.5K | 0.21% | +1,438+43.1% | Added |
| Triton Wealth Management, PLLC | 4,691 | $335.3K | 0.19% | 00.0% | Unchanged |
| Connolly Sarah T. | 4,750 | $333.7K | 0.20% | −250−5.0% | Reduced |
| Washington Trust Co | 4,750 | $333.7K | 0.01% | +675+16.6% | Added |
| Redwood Financial Network Corp | 4,737 | $332.8K | 0.31% | +16+0.3% | Added |
| Insigneo Advisory Services, LLC | 4,737 | $332.8K | 0.06% | +1,768+59.5% | Added |
| RWM Asset Management, LLC | 4,540 | $331.7K | 0.06% | +4,540 | New |
| RNC Capital Management LLC | 4,707 | $331.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,709 | $330.8K | 0.00% | −589−11.1% | Reduced |
| Boston Research & Management Inc | 4,710 | $330.0K | 0.09% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,693 | $329.7K | 0.15% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 4,679 | $328.7K | 0.15% | +4,679 | New |
| SFMG, LLC | 4,649 | $326.6K | 0.03% | −398−7.9% | Reduced |
| JB Capital LLC | 4,631 | $325.4K | 0.03% | +4+0.1% | Added |
| Altfest L J & Co Inc | 4,628 | $325.0K | 0.05% | −340−6.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,612 | $324.0K | 0.10% | +4,612 | New |
| Robertson Stephens Wealth Management, LLC | 4,598 | $323.0K | 0.02% | −167−3.5% | Reduced |
| Violich Capital Management, Inc. | 4,595 | $323.0K | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,598 | $323.0K | 0.05% | +85+1.9% | Added |
| Angeles Investment Advisors, LLC | 4,590 | $322.4K | 0.03% | −818−15.1% | Reduced |
| Southland Equity Partners LLC | 4,581 | $321.8K | 0.11% | +5+0.1% | Added |
| Vise Technologies, Inc. | 4,577 | $321.6K | 0.08% | −683−13.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,574 | $321.3K | 0.28% | −90−1.9% | Reduced |
| O'Brien Greene & Co. Inc | 4,566 | $321.0K | 0.11% | −922−16.8% | Reduced |
| Fundamentun, LLC | 4,566 | $320.8K | 0.05% | −9−0.2% | Reduced |
| Sound Income Strategies, LLC | 4,557 | $320.2K | 0.03% | +10.0% | Added |
| Gateway Investment Advisers LLC | 4,553 | $319.8K | 0.00% | −225−4.7% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $319.6K | 0.31% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,550 | $319.6K | 0.01% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,547 | $319.4K | 0.12% | −152−3.2% | Reduced |
| Tranquility Partners, LLC | 4,538 | $318.8K | 0.14% | +10+0.2% | Added |
| Institute for Wealth Management, LLC. | 4,531 | $318.3K | 0.06% | +20.0% | Added |
| Bedel Financial Consulting, Inc. | 4,529 | $318.1K | 0.07% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 4,528 | $318.1K | 0.07% | +813+21.9% | Added |
| Triad Financial Advisors, Inc. | 4,527 | $318.1K | 0.13% | +20.0% | Added |
| Mirador Capital Partners LP | 4,527 | $318.0K | 0.08% | −32−0.7% | Reduced |
| McGowan Group Asset Management, Inc. | 4,525 | $317.9K | 0.05% | +43+1.0% | Added |
| Ausdal Financial Partners, Inc. | 4,520 | $317.5K | 0.04% | +208+4.8% | Added |
| Seelaus Asset Management LLC | 4,513 | $317.0K | 0.25% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 4,510 | $316.8K | 0.04% | +5+0.1% | Added |
| Independence Bank of Kentucky | 4,509 | $316.8K | 0.13% | +34+0.8% | Added |
| Ferguson Wellman Capital Management, Inc | 4,497 | $315.9K | 0.01% | −167−3.6% | Reduced |
| Capital Investment Counsel, Inc | 4,497 | $315.9K | 0.06% | −83−1.8% | Reduced |
| Hanson & Doremus Investment Management | 4,491 | $315.0K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,491 | $315.0K | 0.05% | +37+0.8% | Added |
| Cannon Financial Strategists, Inc. | 4,480 | $314.7K | 0.09% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,475 | $314.3K | 0.06% | +80+1.8% | Added |
| Trust Co of Virginia | 4,454 | $312.9K | 0.03% | −672−13.1% | Reduced |
| Round Rock Advisors, LLC | 4,446 | $312.3K | 0.11% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,435 | $311.6K | 0.03% | −175−3.8% | Reduced |
| Stiles Financial Services Inc | 4,434 | $311.5K | 0.15% | −143−3.1% | Reduced |
| Willis Johnson & Associates, Inc. | 4,430 | $311.2K | 0.03% | −112−2.5% | Reduced |
| Investment House LLC | 4,418 | $310.3K | 0.02% | +4+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 4,413 | $310.0K | 0.15% | −309−6.5% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,413 | $310.0K | 0.04% | +5+0.1% | Added |
| Telemus Capital, LLC | 4,408 | $309.7K | 0.03% | −1,905−30.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,400 | $309.1K | 0.00% | −66−1.5% | Reduced |
| Sage Mountain Advisors LLC | 4,400 | $309.1K | 0.04% | +177+4.2% | Added |
| XY Capital Ltd | 4,400 | $309.1K | 0.60% | +4,400 | New |
| Pinnacle Bancorp, Inc. | 4,381 | $307.8K | 0.11% | +123+2.9% | Added |
| Financial Architects, Inc | 4,363 | $306.5K | 0.05% | −1,051−19.4% | Reduced |
| Searle & Co. | 4,236 | $306.4K | 0.09% | −40−0.9% | Reduced |
| Byrne Asset Management LLC | – | $306.0K | 0.20% | – | – |
| Capital City Trust Co | 4,351 | $305.7K | 0.10% | +4,351 | New |
| Bridges Investment Management Inc | 4,350 | $305.6K | 0.01% | −500−10.3% | Reduced |
| Kenfarb & Co. | 4,345 | $305.2K | 0.27% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,315 | $303.1K | 0.03% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 4,305 | $302.4K | 0.20% | −342−7.4% | Reduced |
| Ascension Asset Management LLC | 4,302 | $302.2K | 0.18% | +4,302 | New |
| Thomas Story & Son LLC | 4,300 | $302.0K | 0.14% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,282 | $300.8K | 0.06% | −310−6.8% | Reduced |
| Advisory Alpha, LLC | 4,269 | $299.9K | 0.02% | +128+3.1% | Added |
| Atomi Financial Group, Inc. | 4,268 | $299.9K | 0.14% | +4,268 | New |
| Citizens Business Bank | 4,255 | $298.9K | 0.07% | +4,255 | New |
| Sittner & Nelson, LLC | 4,246 | $298.3K | 0.16% | −2,271−34.8% | Reduced |
| WMG Financial Advisors, LLC | 4,237 | $297.6K | 0.22% | +1,403+49.5% | Added |
| Aviance Capital Partners, LLC | 4,228 | $297.0K | 0.06% | −44−1.0% | Reduced |
| MidWestOne Financial Group, Inc. | 4,225 | $296.8K | 0.06% | +500+13.4% | Added |
| Keebeck Wealth Management, LLC | 4,224 | $296.7K | 0.04% | −700−14.2% | Reduced |