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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 3,450 | $242.4K | 0.01% | +3,450 | New |
| Merriman Wealth Management, LLC | 3,435 | $241.3K | 0.01% | −550−13.8% | Reduced |
| First Financial Bank - Trust Division | 3,432 | $241.1K | 0.03% | −279−7.5% | Reduced |
| Ironsides Asset Advisors, LLC | 3,430 | $240.9K | 0.10% | 00.0% | Unchanged |
| Pitcairn Co | 3,413 | $239.8K | 0.02% | 00.0% | Unchanged |
| Milestone Advisory Partners | 3,408 | $239.4K | 0.22% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,400 | $238.8K | 0.01% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 3,397 | $238.6K | 0.19% | +3,397 | New |
| ML & R Wealth Management LLC | 3,386 | $237.9K | 0.05% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,377 | $237.3K | 0.00% | −13−0.4% | Reduced |
| Fort Washington Investment Advisors Inc | 3,369 | $236.7K | 0.00% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 3,351 | $235.4K | 0.28% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,468 | $235.3K | 0.04% | +3,468 | New |
| Octavia Wealth Advisors, LLC | 3,331 | $234.0K | 0.05% | +103+3.2% | Added |
| Glassy Mountain Advisors, Inc. | 3,331 | $234.0K | 0.10% | +3,331 | New |
| Phillips Wealth Planners LLC | 3,317 | $233.0K | 0.31% | −339−9.3% | Reduced |
| Lindbrook Capital, LLC | 3,314 | $232.8K | 0.02% | +118+3.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,315 | $232.6K | 0.12% | 00.0% | Unchanged |
| Allstate Corp | 3,293 | $231.3K | 0.01% | +66+2.0% | Added |
| Chesapeake Wealth Management | 3,273 | $229.9K | 0.09% | −1,175−26.4% | Reduced |
| Insight Advisors, LLC | 3,269 | $229.6K | 0.05% | −138−4.1% | Reduced |
| Boyar Asset Management Inc. | 3,265 | $229.4K | 0.17% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,262 | $229.1K | 0.07% | +3,262 | New |
| Independent Solutions Wealth Management, LLC | 3,252 | $228.5K | 0.06% | +85+2.7% | Added |
| Colonial River Wealth Management, LLC | 3,247 | $228.1K | 0.15% | +31+1.0% | Added |
| Campbell Wealth Management | 3,251 | $228.0K | 0.03% | +9+0.3% | Added |
| Echo Street Capital Management LLC | 3,245 | $228.0K | 0.00% | +3,245 | New |
| WealthPLAN Partners, LLC | 3,234 | $227.2K | 0.03% | −19−0.6% | Reduced |
| Satovsky Asset Management LLC | 3,233 | $227.2K | 0.08% | +232+7.7% | Added |
| Rational Advisors LLC | 3,230 | $226.9K | 0.02% | +3,230 | New |
| Zullo Investment Group, Inc. | 3,220 | $226.3K | 0.13% | +3+0.1% | Added |
| Aveo Capital Partners, LLC | 3,220 | $226.2K | 0.03% | +281+9.6% | Added |
| WealthTrust Asset Management, LLC | 3,217 | $226.0K | 0.20% | +6+0.2% | Added |
| Biltmore Wealth Management, LLC | 3,176 | $223.1K | 0.09% | +2+0.1% | Added |
| Drive Wealth Management, LLC | 3,171 | $222.8K | 0.08% | +286+9.9% | Added |
| Delta Capital Management LLC | 3,160 | $222.0K | 0.15% | −300−8.7% | Reduced |
| Bank of Nova Scotia Trust Co | 3,160 | $222.0K | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 3,142 | $220.7K | 0.03% | +3,142 | New |
| Summit Wealth Partners, LLC | 3,140 | $220.6K | 0.06% | +20+0.6% | Added |
| Coho Partners, Ltd. | 3,139 | $220.5K | 0.00% | 00.0% | Unchanged |
| Motco | 3,128 | $219.7K | 0.01% | +69+2.3% | Added |
| Investors Asset Management of Georgia Inc | 3,126 | $219.6K | 0.11% | −152−4.6% | Reduced |
| North Star Asset Management Inc | 3,126 | $219.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,123 | $219.4K | 0.06% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,122 | $219.3K | 0.03% | +197+6.7% | Added |
| Accredited Investors Inc. | 3,121 | $219.3K | 0.02% | −3,635−53.8% | Reduced |
| Financial Advisory Service, Inc. | 3,119 | $219.1K | 0.03% | −1,775−36.3% | Reduced |
| Annex Advisory Services, LLC | 3,104 | $218.1K | 0.01% | +3,104 | New |
| Bank of Stockton | 3,075 | $216.0K | 0.07% | −410−11.8% | Reduced |
| HC Advisors, LLC | 3,075 | $216.0K | 0.13% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,068 | $215.5K | 0.05% | +3,068 | New |
| Cedar Mountain Advisors, LLC | 3,063 | $215.1K | 0.06% | +31+1.0% | Added |
| Seven Eight Capital, LP | 3,060 | $215.0K | 0.04% | +3,060 | New |
| YHB Investment Advisors, Inc. | 3,049 | $214.2K | 0.02% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,042 | $213.7K | 0.15% | +3,042 | New |
| Secure Asset Management, LLC | 3,023 | $212.4K | 0.06% | +48+1.6% | Added |
| Capstone Triton Financial Group, LLC | 3,022 | $212.3K | 0.15% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,017 | $212.0K | 0.01% | +3,017 | New |
| Madrona Financial Services, LLC | 3,014 | $211.7K | 0.10% | −871−22.4% | Reduced |
| Schubert & Co | 3,014 | $211.7K | 0.20% | +15+0.5% | Added |
| VeraBank, N.A. | 3,012 | $211.6K | 0.08% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,011 | $211.5K | 0.01% | +16+0.5% | Added |
| Asset Management Advisors, LLC | 3,000 | $210.8K | 0.18% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,997 | $210.5K | 0.08% | −142−4.5% | Reduced |
| Enterprise Financial Services Corp | 2,990 | $210.0K | 0.13% | −52−1.7% | Reduced |
| 3Chopt Investment Partners, LLC | 2,984 | $209.6K | 0.10% | +33+1.1% | Added |
| Rossmore Private Capital | 2,980 | $209.3K | 0.03% | −1,957−39.6% | Reduced |
| Oxford Financial Group Ltd | 2,980 | $209.3K | 0.02% | +2,980 | New |
| Sargent Investment Group, LLC | 2,980 | $209.3K | 0.05% | +2,980 | New |
| MBA Advisors LLC | 2,971 | $208.7K | 0.12% | −1,441−32.7% | Reduced |
| Mairs & Power Inc | 2,960 | $207.9K | 0.00% | −2,100−41.5% | Reduced |
| Forefront Wealth Management Inc. | 2,951 | $207.3K | 0.27% | +3+0.1% | Added |
| CRA Financial Services, LLC | 2,950 | $207.2K | 0.06% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,950 | $207.2K | 0.08% | +2,950 | New |
| Abacus Planning Group, Inc. | 2,944 | $206.8K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,936 | $206.3K | 0.02% | −285−8.8% | Reduced |
| Harvey Investment Co LLC | 2,926 | $206.0K | 0.03% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,932 | $206.0K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,932 | $206.0K | 0.03% | −28−0.9% | Reduced |
| Univest Financial Corp | 2,926 | $205.6K | 0.06% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 2,914 | $204.7K | 0.06% | +8+0.3% | Added |
| Wilkins Investment Counsel Inc | 2,900 | $204.0K | 0.05% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,899 | $203.7K | 0.01% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 2,893 | $203.2K | 0.06% | −30−1.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,893 | $203.2K | 0.02% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 2,889 | $202.9K | 0.14% | +5+0.2% | Added |
| Berkshire Asset Management LLC | 2,888 | $202.9K | 0.01% | −12−0.4% | Reduced |
| ORG Partners LLC | 2,863 | $201.6K | 0.03% | +2,863 | New |
| Retirement Planning Group | 2,863 | $201.2K | 0.02% | +2,863 | New |
| Voya Financial Advisors, Inc. | 2,903 | $200.7K | 0.02% | −278−8.7% | Reduced |
| Apella Capital, LLC | 2,847 | $200.0K | 0.01% | +2,847 | New |
| Godsey & Gibb Associates | 2,820 | $198.1K | 0.02% | +130+4.8% | Added |
| Old Second National Bank of Aurora | 2,808 | $197.3K | 0.06% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,762 | $194.0K | 0.09% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 2,714 | $189.3K | 0.19% | −150−5.2% | Reduced |
| Rock Creek Group, LP | 2,644 | $185.7K | 0.03% | −195−6.9% | Reduced |
| Quent Capital, LLC | 2,578 | $181.1K | 0.03% | +10.0% | Added |
| Parkside Financial Bank & Trust | 2,550 | $179.1K | 0.04% | +5+0.2% | Added |
| WR Wealth Planners, LLC | 2,476 | $173.9K | 0.07% | −113−4.4% | Reduced |
| Rise Advisors, LLC | 2,472 | $173.7K | 0.13% | +99+4.2% | Added |