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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 88,431 | $6.21M | 0.52% | −11,900−11.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 87,912 | $6.18M | 0.09% | +26,694+43.6% | Added |
| Kentucky Retirement Systems | 87,671 | $6.16M | 0.21% | +1,593+1.9% | Added |
| Squarepoint Ops LLC | 86,835 | $6.10M | 0.03% | +40,162+86.0% | Added |
| CWM, LLC | 86,723 | $6.09M | 0.04% | +9,680+12.6% | Added |
| Central Trust Co | 85,846 | $6.03M | 0.17% | +2,369+2.8% | Added |
| Thrivent Financial for Lutherans | 85,591 | $6.00M | 0.01% | −722−0.8% | Reduced |
| Windle Wealth, LLC | 84,911 | $5.96M | 4.31% | +449+0.5% | Added |
| Oregon Public Employees Retirement Fund | 84,881 | $5.96M | 0.07% | +677+0.8% | Added |
| Lido Advisors, LLC | 84,596 | $5.94M | 0.07% | +11,850+16.3% | Added |
| SG Americas Securities, LLC | 84,493 | $5.94M | 0.05% | +71,439+547.3% | Added |
| Oppenheimer & Co Inc | 84,455 | $5.93M | 0.12% | +1,237+1.5% | Added |
| Maryland State Retirement & Pension System | 83,244 | $5.85M | 0.12% | −2,840−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 83,174 | $5.84M | 0.07% | −805−1.0% | Reduced |
| Old Point Trust & Financial Services N A | 82,159 | $5.77M | 2.40% | −965−1.2% | Reduced |
| Sky Investment Group LLC | 82,021 | $5.76M | 1.25% | −228−0.3% | Reduced |
| GWM Advisors LLC | 81,034 | $5.69M | 0.06% | +8,227+11.3% | Added |
| M&G Investment Management Ltd | 80,650 | $5.65M | 0.03% | +80,650 | New |
| Trustmark National Bank Trust Department | 79,397 | $5.58M | 0.52% | −11,233−12.4% | Reduced |
| IFG Advisory, LLC | 79,183 | $5.56M | 0.49% | +2,410+3.1% | Added |
| Huntington National Bank | 78,885 | $5.54M | 0.05% | −367−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 78,785 | $5.53M | 0.08% | +6,528+9.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 78,195 | $5.49M | 0.53% | +230+0.3% | Added |
| JustInvest LLC | 78,171 | $5.49M | 0.17% | +9,793+14.3% | Added |
| Chronos Wealth Management, LLC | 77,518 | $5.45M | 3.77% | −345−0.4% | Reduced |
| Hartford Investment Management Co | 77,438 | $5.44M | 0.20% | −14,205−15.5% | Reduced |
| Carret Asset Management, LLC | 76,942 | $5.41M | 0.72% | −2,210−2.8% | Reduced |
| Walleye Capital LLC | 76,474 | $5.37M | 0.09% | +46,793+157.7% | Added |
| Anchor Investment Management, LLC | 76,279 | $5.36M | 0.68% | +8,275+12.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 76,120 | $5.35M | 0.32% | +10,852+16.6% | Added |
| Warren Averett Asset Management, LLC | 75,820 | $5.33M | 0.23% | +4,720+6.6% | Added |
| Prospera Financial Services Inc | 74,273 | $5.22M | 0.20% | +6,034+8.8% | Added |
| Institutional & Family Asset Management, LLC | 73,518 | $5.16M | 0.84% | +124+0.2% | Added |
| Advisors Asset Management, Inc. | 73,089 | $5.13M | 0.10% | +217+0.3% | Added |
| Naples Global Advisors, LLC | 73,060 | $5.13M | 0.60% | −1,146−1.5% | Reduced |
| Albion Financial Group | 73,021 | $5.13M | 0.45% | +885+1.2% | Added |
| South Dakota Investment Council | 72,906 | $5.12M | 0.11% | −1,300−1.8% | Reduced |
| D.A. Davidson & Co. | 72,725 | $5.11M | 0.05% | −2,011−2.7% | Reduced |
| National Asset Management, Inc. | 72,321 | $5.08M | 0.11% | +1,088+1.5% | Added |
| Beacon Pointe Advisors, LLC | 71,655 | $5.03M | 0.08% | −33,513−31.9% | Reduced |
| Level Four Advisory Services, LLC | 71,651 | $5.03M | 0.30% | −854−1.2% | Reduced |
| Clear Street LLC | 71,600 | $5.03M | 0.12% | +71,600 | New |
| Carson Advisory Inc. | 70,973 | $4.99M | 4.21% | −798−1.1% | Reduced |
| Lockheed Martin Investment Management Co | 70,500 | $4.95M | 0.28% | +7,300+11.6% | Added |
| Telos Capital Management, Inc. | 69,862 | $4.91M | 0.65% | −831−1.2% | Reduced |
| Panagora Asset Management Inc | 68,921 | $4.84M | 0.03% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 67,400 | $4.83M | 0.54% | +2,097+3.2% | Added |
| Louisiana State Employees Retirement System | 67,500 | $4.74M | 0.11% | −3,300−4.7% | Reduced |
| KBC Group NV | 67,427 | $4.74M | 0.02% | +3,263+5.1% | Added |
| Bayesian Capital Management, LP | 67,274 | $4.73M | 0.51% | +67,274 | New |
| Pacer Advisors, Inc. | 66,941 | $4.70M | 0.02% | +489+0.7% | Added |
| Moors & Cabot, Inc. | 66,704 | $4.69M | 0.31% | +1,315+2.0% | Added |
| Coldstream Capital Management Inc | 66,660 | $4.68M | 0.15% | +2,893+4.5% | Added |
| Goelzer Investment Management, Inc. | 66,638 | $4.68M | 0.40% | −429−0.6% | Reduced |
| Money Concepts Capital Corp | 65,317 | $4.59M | 0.47% | −390,960−85.7% | Reduced |
| TD Private Client Wealth LLC | 65,156 | $4.58M | 0.20% | −10,503−13.9% | Reduced |
| Arkadios Wealth Advisors | 65,041 | $4.57M | 0.53% | −274−0.4% | Reduced |
| Schnieders Capital Management LLC | 64,995 | $4.57M | 0.95% | −1,575−2.4% | Reduced |
| Brookstone Capital Management | 64,371 | $4.55M | 0.09% | +9,925+18.2% | Added |
| Robeco Institutional Asset Management B.V. | 64,363 | $4.52M | 0.01% | +43,227+204.5% | Added |
| Ellsworth Advisors, LLC | 63,846 | $4.49M | 1.55% | +1,659+2.7% | Added |
| Coston, McIsaac & Partners | 63,800 | $4.48M | 1.54% | +1,941+3.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 63,415 | $4.45M | 1.29% | +6,458+11.3% | Added |
| Baugh & Associates, LLC | 62,974 | $4.42M | 2.66% | +1,004+1.6% | Added |
| Sigma Planning Corp | 62,774 | $4.41M | 0.16% | −7,137−10.2% | Reduced |
| Pathstone Family Office, LLC | 61,944 | $4.41M | 0.06% | +1,585+2.6% | Added |
| Stratos Wealth Partners, LTD. | 62,455 | $4.39M | 0.10% | +4,307+7.4% | Added |
| Clearbridge Investments, LLC | 61,992 | $4.35M | 0.00% | +5,078+8.9% | Added |
| Shilanski & Associates, Inc. | 61,684 | $4.33M | 1.76% | +1,956+3.3% | Added |
| Virginia Wealth Management Group, Inc. | 61,341 | $4.31M | 2.96% | −409−0.7% | Reduced |
| Glenmede Trust Co NA | 61,883 | $4.31M | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 60,939 | $4.28M | 0.26% | +1,010+1.7% | Added |
| Community Bank & Trust, Waco, Texas | 60,779 | $4.27M | 1.28% | −303−0.5% | Reduced |
| Cornerstone Wealth Group, LLC | 60,567 | $4.25M | 0.77% | +52,396+641.2% | Added |
| City Holding Co | 60,092 | $4.22M | 0.73% | +934+1.6% | Added |
| Foundations Investment Advisors, LLC | 59,949 | $4.21M | 0.14% | +1,482+2.5% | Added |
| Savant Capital, LLC | 59,887 | $4.21M | 0.07% | +6,895+13.0% | Added |
| Stratos Wealth Advisors, LLC | 59,688 | $4.19M | 0.30% | −2,264−3.7% | Reduced |
| Bridge Creek Capital Management LLC | 59,676 | $4.19M | 1.50% | −105−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 59,181 | $4.14M | 0.40% | −1,132−1.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 58,432 | $4.10M | 0.43% | +2,670+4.8% | Added |
| Twinbeech Capital LP | 57,967 | $4.07M | 0.08% | +57,967 | New |
| Ieq Capital, LLC | 57,871 | $4.07M | 0.08% | +2,007+3.6% | Added |
| Simmons Bank | 57,076 | $4.01M | 0.34% | +1,274+2.3% | Added |
| First Bank & Trust | 57,065 | $4.01M | 1.02% | +10,445+22.4% | Added |
| Metis Global Partners, LLC | 56,821 | $3.99M | 0.22% | +22,710+66.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 56,412 | $3.96M | 1.09% | +238+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 56,386 | $3.96M | 0.06% | −2,581−4.4% | Reduced |
| Oakworth Capital, Inc. | 55,930 | $3.93M | 0.33% | +2,207+4.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 55,658 | $3.91M | 0.05% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 55,653 | $3.91M | 0.30% | +55,653 | New |
| Sequoia Financial Advisors, LLC | 55,638 | $3.91M | 0.07% | +3,841+7.4% | Added |
| Birmingham Capital Management Co Inc | 55,600 | $3.91M | 1.64% | −7,650−12.1% | Reduced |
| Norinchukin Bank, The | 55,445 | $3.90M | 0.07% | −2,653−4.6% | Reduced |
| Integrated Wealth Concepts LLC | 54,818 | $3.85M | 0.07% | +6,074+12.5% | Added |
| Richard Bernstein Advisors LLC | 54,039 | $3.80M | 0.08% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 54,018 | $3.79M | 0.16% | −1,626−2.9% | Reduced |
| Trinity Legacy Partners, LLC | 53,732 | $3.77M | 1.32% | +2,862+5.6% | Added |
| Advisor Partners II, LLC | 53,019 | $3.72M | 0.17% | +9,056+20.6% | Added |
| New Mexico Educational Retirement Board | 52,887 | $3.71M | 0.16% | +2,500+5.0% | Added |