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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 85 | $6.00K | 0.00% | +57+203.6% | Added |
| First Financial Corp | 85 | $5.97K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 83 | $5.81K | 0.00% | −102−55.1% | Reduced |
| Impact Partnership Wealth, LLC | 75 | $5.27K | 0.00% | +75 | New |
| TD Ameritrade Investment Management, LLC | 72 | $5.00K | 0.00% | −41−36.3% | Reduced |
| GeoWealth Management, LLC | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 67 | $4.71K | 0.00% | −21−23.9% | Reduced |
| Private Ocean, LLC | 60 | $4.21K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 60 | $4.21K | 0.00% | +60 | New |
| CNB Bank | 56 | $3.93K | 0.00% | −118−67.8% | Reduced |
| Gs Investments, Inc. | 51 | $3.58K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 50 | $3.51K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 47 | $3.30K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 39 | $2.74K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 35 | $2.46K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 85 | $2.38K | 0.01% | +85 | New |
| Hollencrest Capital Management | 30 | $2.11K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 29 | $2.04K | 0.13% | −8−21.6% | Reduced |
| SJS Investment Consulting Inc. | 24 | $1.69K | 0.00% | +6+33.3% | Added |
| Trifecta Capital Advisors, LLC | 23 | $1.62K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 23 | $1.62K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $1.26K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 17 | $1.22K | 0.00% | +3+21.4% | Added |
| Centerpoint Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $843 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 20,900 | $52 | 0.01% | +20,900 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −100,896−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −86,929−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −70,169−100.0% | Sold out |
| Harvest Portfolios Group Inc. | 0 | $0 | 0.00% | −58,858−100.0% | Sold out |
| Wealth Advisors of Tampa Bay, LLC | 0 | $0 | 0.00% | −51,200−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −43,853−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −27,122−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −20,243−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −20,063−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,957−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −15,616−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −14,512−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −13,519−100.0% | Sold out |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −12,721−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,048−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −11,252−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,390−100.0% | Sold out |
| Evergreen Wealth Management, LLC | 0 | $0 | 0.00% | −8,616−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −8,433−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −7,005−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −6,408−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −6,012−100.0% | Sold out |
| Greylin Investment Mangement Inc | 0 | $0 | 0.00% | −5,725−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −5,692−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −5,241−100.0% | Sold out |
| Sandbox Financial Partners, LLC | 0 | $0 | 0.00% | −5,333−100.0% | Sold out |
| Sterling Manor Financial, LLC | 0 | $0 | 0.00% | −5,152−100.0% | Sold out |
| Asset Management Resources, LLC | 0 | $0 | 0.00% | −5,069−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −4,950−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −4,388−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −4,159−100.0% | Sold out |
| Appleton Group, LLC | 0 | $0 | 0.00% | −4,117−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,042−100.0% | Sold out |
| Financial Partners Group, Inc | 0 | $0 | 0.00% | −3,978−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −3,816−100.0% | Sold out |
| Rooted Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,482−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Forbes Financial Planning, Inc. | 0 | $0 | 0.00% | −3,404−100.0% | Sold out |
| Brown Financial Advisory | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| Tufton Capital Management | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −3,121−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −3,065−100.0% | Sold out |
| Weybosset Research & Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Litman Gregory Asset Management LLC | 0 | $0 | 0.00% | −3,001−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −2,953−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,935−100.0% | Sold out |
| Adell Harriman & Carpenter Inc | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Garrett Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −2,892−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,312−100.0% | Sold out |
| Icon Wealth Partners, LLC | 0 | $0 | 0.00% | −1,452−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |