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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ2 2023: 1,728 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ2 2023: $48.8B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2023.

Institutions holding SO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lee Financial Co850$59.7K0.01%00.0%Unchanged
McIlrath & Eck, LLC783$55.0K0.01%−80−9.3%Reduced
Federation des caisses Desjardins du Quebec768$54.0K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP761$53.5K0.00%+328+75.8%Added
Antonetti Capital Management LLC760$53.4K0.08%00.0%Unchanged
SRS Capital Advisors, Inc.733$51.5K0.01%−76−9.4%Reduced
HighMark Wealth Management LLC721$50.7K0.04%00.0%Unchanged
Resurgent Financial Advisors LLC714$50.2K0.03%−220−23.6%Reduced
Canton Hathaway, LLC705$50.0K0.02%00.0%Unchanged
Tyler-Stone Wealth Management714$50.0K0.03%+714New
Founders Capital Management700$49.2K0.04%00.0%Unchanged
Vigilant Capital Management, LLC700$49.0K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc691$48.5K0.00%+371+115.9%Added
Aspire Private Capital, LLC671$47.2K0.02%+16+2.4%Added
Western Pacific Wealth Management, LP669$47.0K0.04%00.0%Unchanged
Global Trust Asset Management, LLC663$46.6K0.02%00.0%Unchanged
Washington Trust Advisors, Inc.650$45.7K0.00%00.0%Unchanged
Worth Asset Management, LLC641$45.0K0.03%+78+13.9%Added
Piscataqua Savings Bank640$45.0K0.04%00.0%Unchanged
SOA Wealth Advisors, LLC.630$44.2K0.01%+3+0.5%Added
Leonteq Securities AG624$43.8K0.00%00.0%Unchanged
Chesapeake Asset Management LLC605$42.6K0.04%00.0%Unchanged
Strategic Investment Solutions, Inc.614$42.5K0.01%−576−48.4%Reduced
Webster Bank, N. A.596$41.9K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC594$41.7K0.03%+92+18.3%Added
Stuart Chaussee & Associates, Inc.588$41.3K0.01%00.0%Unchanged
Capital Analysts, LLC575$40.0K0.00%−286−33.2%Reduced
Covestor Ltd563$40.0K0.03%+14+2.6%Added
Halpern Financial, Inc.550$38.6K0.01%00.0%Unchanged
TD Capital Management LLC546$38.4K0.00%00.0%Unchanged
Bell Investment Advisors, Inc546$38.4K0.01%+59+12.1%Added
Prestige Wealth Management Group LLC545$38.3K0.01%−43−7.3%Reduced
Endurance Wealth Management, Inc.534$38.0K0.01%00.0%Unchanged
Moser Wealth Advisors, LLC537$37.7K0.03%+537New
Cassady Schiller Wealth Management, LLC530$37.2K0.02%00.0%Unchanged
Bourgeon Capital Management LLC511$35.9K0.01%00.0%Unchanged
Perritt Capital Management Inc511$35.9K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC508$35.7K0.02%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.507$35.6K0.00%+8+1.6%Added
JNBA Financial Advisors506$35.5K0.00%+14+2.8%Added
Atticus Wealth Management, LLC500$35.1K0.01%−300−37.5%Reduced
Hussman Strategic Advisors, Inc.500$35.1K0.01%00.0%Unchanged
VitalStone Financial, LLC504$35.0K0.02%+504New
AllSquare Wealth Management LLC500$34.9K0.02%00.0%Unchanged
Tortoise Investment Management, LLC490$34.4K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.477$33.5K0.04%+477New
Fairfield Financial Advisors, LTD465$32.7K0.01%+5+1.1%Added
Intrepid Capital Management Inc428$30.1K0.02%+428New
Larson Financial Group LLC424$29.8K0.00%−61−12.6%Reduced
Logan Capital Management Inc420$29.5K0.00%00.0%Unchanged
MB, Levis & Associates, LLC414$29.1K0.02%+1+0.2%Added
Coastal Capital Group, Inc.414$29.1K0.01%+5+1.2%Added
AXS Investments LLC413$29.0K0.01%−214−34.1%Reduced
First Community Trust NA400$28.1K0.03%00.0%Unchanged
CoreFirst Bank & Trust398$28.0K0.02%−7,377−94.9%Reduced
VisionPoint Advisory Group, LLC378$26.6K0.01%+378New
Johnson Midwest Financial, LLC365$25.6K0.02%+4+1.1%Added
Chilton Capital Management LLC352$24.7K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC350$24.6K0.01%00.0%Unchanged
GW&K Investment Management, LLC339$24.0K0.00%+339New
Cedar Wealth Management, LLC334$23.5K0.01%00.0%Unchanged
Northwest Capital Management Inc316$22.2K0.01%+316New
Morton Brown Family Wealth, LLC314$22.1K0.01%00.0%Unchanged
Johnson Financial Group, Inc.309$21.7K0.00%−100−24.4%Reduced
Hallmark Capital Management Inc300$21.1K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC300$21.1K0.01%00.0%Unchanged
Evermay Wealth Management LLC300$21.0K0.00%00.0%Unchanged
Kelly Financial Services LLC283$19.9K0.01%+2+0.7%Added
Annapolis Financial Services, LLC280$19.7K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC273$19.2K0.01%+126+85.7%Added
Steward Financial Group LLC269$18.0K0.01%+269New
Financial Perspectives, Inc256$18.0K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC250$17.6K0.01%+150+150.0%Added
Clean Yield Group250$17.6K0.01%00.0%Unchanged
Eagle Bay Advisors LLC250$17.6K0.01%+33+15.2%Added
Central Bank & Trust Co250$17.6K0.00%00.0%Unchanged
Wolff Wiese Magana LLC237$16.6K0.01%00.0%Unchanged
Belmont Capital, LLC236$16.6K0.01%+236New
Global Financial Private Client, LLC233$16.4K0.01%00.0%Unchanged
Valley National Advisers Inc221$16.0K0.00%+105+90.5%Added
Tilia Fiduciary Partners, Inc.224$15.7K0.01%+49+28.0%Added
First Capital Advisors Group, LLC.222$15.6K0.01%+222New
Elequin Capital LP222$15.6K0.01%+222New
Highlander Capital Management, LLC220$15.0K0.01%00.0%Unchanged
IAG Wealth Partners, LLC207$14.5K0.00%00.0%Unchanged
Emfo, LLC200$14.1K0.01%00.0%Unchanged
Hoese & Co LLP200$14.1K0.01%00.0%Unchanged
Winch Advisory Services, LLC206$14.0K0.01%+2+1.0%Added
TSFG, LLC204$14.0K0.01%+4+2.0%Added
Cyrus J. Lawrence, LLC200$14.0K0.00%00.0%Unchanged
Safeguard Financial, LLC208$14.0K0.01%+208New
New England Capital Financial Advisors LLC182$12.8K0.01%+1+0.6%Added
Pflug Koory, LLC165$11.6K0.01%00.0%Unchanged
Financial Freedom, LLC158$11.1K0.01%+1+0.6%Added
Piershale Financial Group, Inc.150$10.5K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC139$10.0K0.01%+1+0.7%Added
Stephenson National Bank & Trust140$9.84K0.01%00.0%Unchanged
Key Financial Inc138$9.69K0.00%+95+220.9%Added
Guardian Wealth Management, Inc.110$7.75K0.01%+1+0.9%Added
KB Financial Partners, LLC102$7.00K0.00%00.0%Unchanged