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 |
|---|---|---|---|---|---|
| Bill Few Associates, Inc. | 4,223 | $296.7K | 0.15% | +126+3.1% | Added |
| Proficio Capital Partners LLC | 4,206 | $295.5K | 0.04% | +133+3.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,192 | $294.5K | 0.11% | +1,256+42.8% | Added |
| Country Trust Bank | 4,171 | $293.0K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 4,171 | $293.0K | 0.08% | +106+2.6% | Added |
| Thompson Investment Management, Inc. | 4,165 | $292.6K | 0.05% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,162 | $292.4K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 4,158 | $292.1K | 0.44% | 00.0% | Unchanged |
| 1st Source Bank | 4,119 | $289.4K | 0.02% | −117−2.8% | Reduced |
| Goldstone Financial Group, LLC | 4,098 | $287.9K | 0.08% | +391+10.5% | Added |
| Field & Main Bank | 4,085 | $287.0K | 0.16% | +530+14.9% | Added |
| Glassman Wealth Services | 4,082 | $286.8K | 0.05% | −663−14.0% | Reduced |
| Innovis Asset Management LLC | 4,077 | $286.4K | 0.11% | −45−1.1% | Reduced |
| Eads & Heald Wealth Management | 4,078 | $286.0K | 0.14% | −7−0.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $284.5K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,040 | $283.8K | 0.12% | +70+1.8% | Added |
| David Loasby | 4,009 | $283.8K | 0.03% | +50+1.3% | Added |
| Wayfinding Financial, LLC | 3,920 | $283.0K | 0.20% | +378+10.7% | Added |
| LCM Capital Management Inc | 4,027 | $282.9K | 0.23% | −61−1.5% | Reduced |
| Wealth Management Associates, Inc. | 4,021 | $282.5K | 0.16% | −39−1.0% | Reduced |
| Fagan Associates, Inc. | 4,011 | $281.8K | 0.07% | 00.0% | Unchanged |
| Advisory Research Inc | 4,007 | $281.5K | 0.04% | +4,007 | New |
| American State Bank (Iowa) | 3,998 | $280.9K | 0.20% | 00.0% | Unchanged |
| American National Bank | 3,990 | $280.3K | 0.05% | +2,000+100.5% | Added |
| TRUE Private Wealth Advisors | 3,981 | $279.7K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,978 | $279.5K | 0.12% | +1,335+50.5% | Added |
| ASB Consultores, LLC | 3,978 | $279.5K | 0.14% | −8−0.2% | Reduced |
| Altus Wealth Management, LLC | 3,973 | $279.1K | 0.22% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,961 | $278.3K | 0.00% | −871−18.0% | Reduced |
| Relative Value Partners Group, LLC | 3,960 | $278.2K | 0.02% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,947 | $277.3K | 0.06% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,940 | $276.8K | 0.08% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 3,938 | $276.6K | 0.13% | +225+6.1% | Added |
| Bourne Lent Asset Management Inc | 3,931 | $276.2K | 0.10% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 3,772 | $276.0K | 0.79% | +3,772 | New |
| S.E.E.D. Planning Group LLC | 3,923 | $275.6K | 0.10% | +3+0.1% | Added |
| Providence First Trust Co | 3,913 | $274.9K | 0.15% | −174−4.3% | Reduced |
| Cornercap Investment Counsel Inc | 3,909 | $274.6K | 0.05% | −980−20.0% | Reduced |
| Alaethes Wealth LLC | 3,905 | $274.3K | 0.15% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,900 | $274.0K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,900 | $274.0K | 0.06% | 00.0% | Unchanged |
| NBW Capital LLC | 3,896 | $273.7K | 0.06% | +395+11.3% | Added |
| Armstrong, Fleming & Moore, Inc | 3,879 | $272.5K | 0.25% | +3,879 | New |
| Wedgewood Investors Inc | 3,850 | $270.5K | 0.35% | +275+7.7% | Added |
| WealthShield Partners, LLC | 3,835 | $269.4K | 0.04% | −966−20.1% | Reduced |
| BDO Wealth Advisors, LLC | 3,834 | $269.3K | 0.03% | +733+23.6% | Added |
| Syntegra Private Wealth Group, LLC | 3,831 | $269.1K | 0.04% | +150+4.1% | Added |
| GEM Asset Management, LLC | 3,830 | $269.1K | 0.21% | 00.0% | Unchanged |
| Frontier Asset Management, LLC | 3,821 | $268.4K | 0.12% | +38+1.0% | Added |
| Relyea Zuckerberg Hanson LLC | 3,812 | $267.8K | 0.06% | +252+7.1% | Added |
| Sweet Financial Partners, LLC | 3,806 | $267.4K | 0.07% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,802 | $267.1K | 0.10% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,799 | $266.9K | 0.03% | +171+4.7% | Added |
| Miracle Mile Advisors, LLC | 3,767 | $264.6K | 0.01% | +19+0.5% | Added |
| Willis Investment Counsel | 3,757 | $263.9K | 0.02% | −235−5.9% | Reduced |
| Strategic Advisors LLC | 3,754 | $263.8K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3,754 | $263.7K | 0.18% | +3,754 | New |
| BLB&B Advisors, LLC | 3,752 | $263.6K | 0.02% | −2,580−40.7% | Reduced |
| Hodges Capital Management Inc. | 0 | $263.0K | 0.02% | −4,011−100.0% | Reduced |
| WMS Partners, LLC | 3,740 | $262.8K | 0.02% | −183−4.7% | Reduced |
| Ardent Capital Management, Inc. | 3,739 | $262.7K | 0.16% | −17−0.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $262.1K | 0.17% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,731 | $262.1K | 0.16% | −8,653−69.9% | Reduced |
| King Wealth | 3,709 | $261.0K | 0.05% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,708 | $260.5K | 0.05% | +3,708 | New |
| Nadler Financial Group, Inc. | 3,701 | $260.0K | 0.04% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,696 | $259.6K | 0.07% | +23+0.6% | Added |
| Dean Investment Associates, LLC | 3,673 | $258.0K | 0.04% | −163−4.2% | Reduced |
| Arlington Partners LLC | 3,673 | $258.0K | 0.04% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,668 | $258.0K | 0.12% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $257.8K | 0.09% | −400−9.8% | Reduced |
| Athena Investment Management | 3,663 | $257.3K | 0.18% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,659 | $257.1K | 0.19% | +10.0% | Added |
| Davis R M Inc | 3,657 | $257.0K | 0.01% | +5+0.1% | Added |
| Family Asset Management, LLC | 3,652 | $256.6K | 0.17% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,651 | $256.5K | 0.17% | +359+10.9% | Added |
| Flaharty Asset Management, LLC | 3,650 | $256.4K | 0.04% | −1,900−34.2% | Reduced |
| New Hampshire Trust | 3,629 | $254.9K | 0.07% | +169+4.9% | Added |
| Stonebridge Capital Advisors LLC | 3,623 | $254.5K | 0.03% | +190+5.5% | Added |
| Nikulski Financial, Inc. | 3,620 | $254.3K | 0.11% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,605 | $253.3K | 0.10% | −4−0.1% | Reduced |
| Gray Wealth Management Inc. | 3,605 | $253.2K | 0.13% | +5+0.1% | Added |
| Integris Wealth Management, LLC | 3,600 | $252.9K | 0.09% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 3,588 | $252.1K | 0.17% | −1,071−23.0% | Reduced |
| Cornerstone Retirement Group, Inc. | 3,581 | $251.6K | 0.07% | +3,581 | New |
| Ascent Group, LLC | 3,653 | $251.4K | 0.03% | −11,881−76.5% | Reduced |
| Retirement Financial Solutions, LLC | 3,570 | $250.8K | 0.17% | −6,072−63.0% | Reduced |
| Wealthspan Partners, LLC | 3,569 | $250.7K | 0.20% | +3+0.1% | Added |
| Bank of New Hampshire | 3,568 | $250.7K | 0.07% | +600+20.2% | Added |
| Total Clarity Wealth Management, Inc. | 3,547 | $249.2K | 0.12% | +118+3.4% | Added |
| Waterford Advisors, LLC | 3,536 | $248.0K | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 3,517 | $247.1K | 0.01% | +71+2.1% | Added |
| St. Louis Trust Co | 3,500 | $245.9K | 0.05% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,431 | $245.6K | 0.11% | +1,516+79.2% | Added |
| Verus Capital Partners, LLC | 3,481 | $244.6K | 0.03% | −117−3.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,481 | $244.5K | 0.00% | −823−19.1% | Reduced |
| Howe & Rusling Inc | 3,478 | $244.3K | 0.03% | +3,478 | New |
| Drake & Associates, LLC | 3,464 | $243.3K | 0.11% | −101−2.8% | Reduced |
| Apexium Financial, LP | 3,463 | $243.3K | 0.02% | −378−9.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,460 | $243.1K | 0.02% | +35+1.0% | Added |