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 5 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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 52,547 | $3.69M | 0.75% | −1,881−3.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 52,162 | $3.66M | 0.86% | +2,347+4.7% | Added |
| StoneX Group Inc. | 52,085 | $3.66M | 0.38% | +1,445+2.9% | Added |
| Nordea Investment Management AB | 52,685 | $3.66M | 0.01% | +1,379+2.7% | Added |
| Lincoln National Corp | 50,577 | $3.55M | 0.07% | +2,755+5.8% | Added |
| First Citizens Bank & Trust Co | 50,317 | $3.53M | 0.06% | +7,437+17.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 49,834 | $3.50M | 0.12% | +5,864+13.3% | Added |
| CIBC World Markets Inc. | 49,203 | $3.46M | 0.01% | −11,464−18.9% | Reduced |
| First National Trust Co | 49,064 | $3.45M | 0.16% | −1,150−2.3% | Reduced |
| Cresset Asset Management, LLC | 48,764 | $3.43M | 0.02% | +41,409+563.0% | Added |
| All Terrain Financial Advisors, LLC | 48,308 | $3.39M | 1.53% | +1,184+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 48,284 | $3.39M | 0.13% | −830−1.7% | Reduced |
| FAI Wealth Management | 48,101 | $3.38M | 3.02% | +602+1.3% | Added |
| Shelton Capital Management | 47,864 | $3.36M | 0.12% | +4,782+11.1% | Added |
| Kestra Private Wealth Services, LLC | 47,792 | $3.36M | 0.11% | +12,390+35.0% | Added |
| Palisade Asset Management, LLC | 47,574 | $3.34M | 0.39% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 47,518 | $3.34M | 0.16% | −1,176−2.4% | Reduced |
| Andra AP-fonden | 46,400 | $3.26M | 0.08% | +4,900+11.8% | Added |
| Canandaigua National Bank & Trust Co | 46,140 | $3.24M | 0.53% | −814−1.7% | Reduced |
| Csenge Advisory Group | 45,928 | $3.23M | 0.22% | +916+2.0% | Added |
| Argent Trust Co | 45,585 | $3.20M | 0.17% | +1,674+3.8% | Added |
| Profund Advisors LLC | 45,391 | $3.19M | 0.17% | −4,054−8.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 45,229 | $3.18M | 0.20% | −2,032−4.3% | Reduced |
| Wealthcare Advisory Partners LLC | 45,170 | $3.17M | 0.14% | −335−0.7% | Reduced |
| Hengehold Capital Management LLC | 45,119 | $3.17M | 0.42% | −231−0.5% | Reduced |
| Greatmark Investment Partners, Inc. | 45,032 | $3.16M | 0.53% | +5,885+15.0% | Added |
| Red Cedar Investment Management, LLC | 44,468 | $3.12M | 0.48% | +1,050+2.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,343 | $3.12M | 0.34% | +380+0.9% | Added |
| Putnam Investments LLC | 44,163 | $3.10M | 0.00% | −6,479−12.8% | Reduced |
| Main Street Financial Solutions, LLC | 44,024 | $3.09M | 0.42% | +221+0.5% | Added |
| Patrick Mauro Investment Advisor, INC. | 43,959 | $3.09M | 1.90% | −21,658−33.0% | Reduced |
| MTM Investment Management, LLC | 43,778 | $3.08M | 1.50% | +35+0.1% | Added |
| Signaturefd, LLC | 43,711 | $3.07M | 0.08% | +1,502+3.6% | Added |
| Cary Street Partner Investment Advisory LLC | 43,649 | $3.07M | 0.20% | +1,467+3.5% | Added |
| Lakeview Capital Partners, LLC | 43,542 | $3.06M | 0.57% | +1,070+2.5% | Added |
| Rench Wealth Management, Inc. | 42,680 | $3.00M | 1.31% | +930+2.2% | Added |
| Fulton Bank, N.A. | 42,531 | $2.99M | 0.15% | −5,531−11.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,854 | $2.93M | 0.04% | −2,259−5.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 41,555 | $2.92M | 0.19% | +102+0.2% | Added |
| Sawtooth Solutions, LLC | 41,105 | $2.89M | 0.08% | +8,558+26.3% | Added |
| Te Ahumairangi Investment Management Ltd | 41,066 | $2.88M | 0.39% | +2,430+6.3% | Added |
| Pettyjohn, Wood & White, Inc | 41,045 | $2.88M | 0.68% | −326−0.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 41,000 | $2.88M | 0.04% | +41,000 | New |
| Brick & Kyle, Associates | 40,037 | $2.87M | 1.54% | −61−0.2% | Reduced |
| Dearborn Partners LLC | 40,692 | $2.86M | 0.11% | −2,231−5.2% | Reduced |
| Sovereign Financial Group, Inc. | 40,669 | $2.86M | 0.93% | −1,542−3.7% | Reduced |
| Shorepoint Capital Partners LLC | 40,511 | $2.85M | 0.80% | +904+2.3% | Added |
| Clarkston Capital Partners, LLC | 40,262 | $2.83M | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 39,905 | $2.80M | 0.14% | +13,939+53.7% | Added |
| Lantz Financial LLC | 39,815 | $2.80M | 1.10% | −446−1.1% | Reduced |
| Raleigh Capital Management Inc. | 39,693 | $2.79M | 1.39% | −4,433−10.0% | Reduced |
| D L Carlson Investment Group Inc | 39,483 | $2.77M | 0.53% | +1,295+3.4% | Added |
| Merit Financial Group, LLC | 39,248 | $2.76M | 0.09% | +3,549+9.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 39,143 | $2.75M | 0.21% | +405+1.0% | Added |
| McRae Capital Management Inc | 39,029 | $2.74M | 0.78% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 39,019 | $2.74M | 0.06% | −213−0.5% | Reduced |
| Eudaimonia Advisors LLC | 38,732 | $2.72M | 1.83% | −278−0.7% | Reduced |
| Centaurus Financial, Inc. | 38,685 | $2.72M | 0.24% | −13,033−25.2% | Reduced |
| First County Bank | 38,588 | $2.71M | 1.32% | −5,233−11.9% | Reduced |
| GYL Financial Synergies, LLC | 38,537 | $2.71M | 0.25% | −201−0.5% | Reduced |
| Woodmont Investment Counsel LLC | 38,346 | $2.69M | 0.28% | −509−1.3% | Reduced |
| Rothschild Investment Corp | 38,337 | $2.69M | 0.22% | +402+1.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 38,017 | $2.67M | 1.67% | −588−1.5% | Reduced |
| United Bank | 37,755 | $2.65M | 1.51% | +2,951+8.5% | Added |
| Family Legacy, Inc. | 37,624 | $2.64M | 1.06% | −100−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 37,401 | $2.63M | 0.10% | +1,865+5.2% | Added |
| Prime Capital Investment Advisors, LLC | 37,332 | $2.62M | 0.05% | +21,355+133.7% | Added |
| Tiaa, FSB | 37,212 | $2.61M | 0.01% | −171−0.5% | Reduced |
| Prudential PLC | 37,041 | $2.60M | 0.03% | +10,903+41.7% | Added |
| Nomura Holdings Inc | 36,970 | $2.60M | 0.03% | +36,970 | New |
| KCM Investment Advisors LLC | 36,679 | $2.58M | 0.10% | −1,762−4.6% | Reduced |
| Ronald Blue Trust, Inc. | 37,007 | $2.58M | 0.04% | +3,440+10.2% | Added |
| Greenland Capital Management LP | 36,641 | $2.57M | 0.37% | +36,641 | New |
| Miller Howard Investments Inc | 36,631 | $2.57M | 0.09% | +8,559+30.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,500 | $2.57M | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 36,526 | $2.57M | 0.09% | +454+1.3% | Added |
| Biltmore Family Office, LLC | 36,473 | $2.56M | 0.54% | 00.0% | Unchanged |
| Private Asset Management Inc | 36,205 | $2.54M | 0.49% | −9,119−20.1% | Reduced |
| Tower Research Capital LLC (TRC) | 36,136 | $2.54M | 0.08% | +14,901+70.2% | Added |
| Peapack Gladstone Financial Corp | 35,935 | $2.53M | 0.05% | −583−1.6% | Reduced |
| Everence Capital Management Inc | 36,061 | $2.52M | 0.20% | 00.0% | Unchanged |
| Day & Ennis, LLC | 35,674 | $2.51M | 0.95% | −358−1.0% | Reduced |
| Veritable, L.P. | 34,664 | $2.44M | 0.04% | −1,139−3.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,395 | $2.42M | 0.06% | +175+0.5% | Added |
| Armor Investment Advisors, LLC | 34,251 | $2.41M | 1.46% | −3,795−10.0% | Reduced |
| Leelyn Smith, LLC | 34,199 | $2.40M | 0.58% | −1,697−4.7% | Reduced |
| Courier Capital LLC | 34,151 | $2.40M | 0.19% | +28,874+547.2% | Added |
| Argyle Capital Management Inc. | 33,632 | $2.36M | 0.85% | −2,066−5.8% | Reduced |
| Intech Investment Management LLC | 33,601 | $2.36M | 0.02% | −22,152−39.7% | Reduced |
| Sowell Financial Services LLC | 33,588 | $2.36M | 0.13% | +5,864+21.2% | Added |
| Empirical Finance, LLC | 33,559 | $2.36M | 0.18% | +3,861+13.0% | Added |
| Hayek Kallen Investment Management | 33,549 | $2.36M | 1.00% | +30+0.1% | Added |
| Essex Financial Services, Inc. | 33,529 | $2.36M | 0.27% | −207−0.6% | Reduced |
| Vectors Research Management, LLC | 32,879 | $2.31M | 0.66% | −10,149−23.6% | Reduced |
| Shell Asset Management Co | 32,866 | $2.31M | 0.09% | +9,950+43.4% | Added |
| D. E. Shaw & Co., Inc. | 32,679 | $2.30M | 0.00% | +1,688+5.4% | Added |
| Equitable Holdings, Inc. | 32,636 | $2.29M | 0.03% | +15,811+94.0% | Added |
| Natixis | 32,513 | $2.28M | 0.02% | +32,513 | New |
| Green Square Capital Advisors LLC | 32,494 | $2.28M | 0.29% | −30−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,476 | $2.28M | 0.09% | +126+0.4% | Added |