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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 32,447 | $2.28M | 0.56% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 32,305 | $2.27M | 0.05% | +284+0.9% | Added |
| Forte Capital LLC | 32,178 | $2.26M | 0.33% | −732−2.2% | Reduced |
| Brown Advisory Inc | 31,877 | $2.24M | 0.00% | −4,342−12.0% | Reduced |
| Wills Financial Group, Inc. | 31,762 | $2.23M | 1.13% | +100.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,634 | $2.22M | 0.01% | −31,183−49.6% | Reduced |
| Bleakley Financial Group, LLC | 31,562 | $2.22M | 0.07% | +6,689+26.9% | Added |
| Coastal Bridge Advisors, LLC | 31,211 | $2.19M | 0.54% | +74+0.2% | Added |
| Hancock Whitney Corp | 30,905 | $2.17M | 0.09% | +1,268+4.3% | Added |
| Mechanics Bank Trust Department | 30,895 | $2.17M | 0.35% | −995−3.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 30,801 | $2.16M | 0.47% | −40−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 30,734 | $2.16M | 0.27% | +25,189+454.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 30,361 | $2.13M | 0.21% | −530−1.7% | Reduced |
| Snowden Capital Advisors LLC | 30,271 | $2.13M | 0.08% | −6,735−18.2% | Reduced |
| Johnson Investment Counsel Inc | 30,260 | $2.13M | 0.03% | +2,308+8.3% | Added |
| Mainstay Capital Management LLC | 30,237 | $2.12M | 0.38% | −1,767−5.5% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.11M | 0.10% | 00.0% | Unchanged |
| South State Corp. | 29,815 | $2.09M | 0.19% | −755−2.5% | Reduced |
| Calamos Wealth Management LLC | 29,786 | $2.09M | 0.15% | +144+0.5% | Added |
| Kavar Capital Partners Group, LLC | 29,483 | $2.07M | 0.44% | −331−1.1% | Reduced |
| Texas Yale Capital Corp. | 29,280 | $2.06M | 0.10% | −414−1.4% | Reduced |
| Venture Visionary Partners LLC | 29,273 | $2.06M | 0.12% | −1,513−4.9% | Reduced |
| Greenleaf Trust | 28,977 | $2.04M | 0.02% | +2,119+7.9% | Added |
| Bank of Hawaii | 28,768 | $2.02M | 0.11% | +1,313+4.8% | Added |
| Quantinno Capital Management LP | 28,739 | $2.02M | 0.12% | +4,903+20.6% | Added |
| Bokf, NA | 28,717 | $2.02M | 0.04% | −5,129−15.2% | Reduced |
| Kingsview Wealth Management, LLC | 28,538 | $2.00M | 0.08% | +5,398+23.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 28,498 | $2.00M | 0.44% | +6,167+27.6% | Added |
| ISAM Funds (UK) Ltd | 28,460 | $2.00M | 1.79% | +20,975+280.2% | Added |
| Jacobi Capital Management LLC | 28,322 | $1.99M | 0.22% | +350+1.3% | Added |
| First City Capital Management, Inc. | 28,277 | $1.99M | 1.17% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 28,250 | $1.98M | 0.14% | −667−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 28,005 | $1.97M | 0.03% | −2,676−8.7% | Reduced |
| Regal Investment Advisors LLC | 27,963 | $1.96M | 0.16% | +48+0.2% | Added |
| 1832 Asset Management L.P. | 27,853 | $1.96M | 0.00% | −5,432−16.3% | Reduced |
| Dynamic Advisor Solutions LLC | 27,791 | $1.95M | 0.10% | −785−2.7% | Reduced |
| Imprint Wealth LLC | 27,749 | $1.95M | 1.23% | −5,068−15.4% | Reduced |
| Robbins Farley LLC | 27,669 | $1.94M | 1.41% | −16−0.1% | Reduced |
| Diversified, LLC | 27,617 | $1.94M | 0.49% | +1,600+6.1% | Added |
| LBMC Investment Advisors, LLC | 27,610 | $1.94M | 0.19% | +77+0.3% | Added |
| Buckingham Strategic Wealth, LLC | 27,504 | $1.93M | 0.03% | +1,992+7.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,469 | $1.93M | 0.10% | −122−0.4% | Reduced |
| Adalta Capital Management LLC | 27,261 | $1.92M | 1.28% | 00.0% | Unchanged |
| TFG Advisers LLC | 26,786 | $1.88M | 0.86% | +83+0.3% | Added |
| Essex LLC | 26,671 | $1.87M | 0.52% | −2,803−9.5% | Reduced |
| United Services Automobile Association | 26,616 | $1.87M | 0.05% | −204−0.8% | Reduced |
| Harbour Investments, Inc. | 26,591 | $1.87M | 0.09% | +87+0.3% | Added |
| Proequities, Inc. | 26,486 | $1.86M | 0.14% | −3,769−12.5% | Reduced |
| Portman Square Capital LLP | 26,292 | $1.85M | 0.32% | +4,490+20.6% | Added |
| Nepsis, Inc. | 26,078 | $1.83M | 0.56% | −839−3.1% | Reduced |
| Daymark Wealth Partners, LLC | 26,077 | $1.83M | 0.14% | +21,200+434.7% | Added |
| John G Ullman & Associates Inc | 25,800 | $1.81M | 0.28% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 25,793 | $1.81M | 0.07% | −278−1.1% | Reduced |
| Azimuth Capital Investment Management LLC | 25,715 | $1.81M | 0.09% | −525−2.0% | Reduced |
| NTV Asset Management LLC | 25,532 | $1.79M | 0.31% | −174−0.7% | Reduced |
| Private Advisory Group LLC | 25,462 | $1.79M | 0.35% | −220−0.9% | Reduced |
| Cullinan Associates Inc | 25,330 | $1.78M | 0.10% | +7,605+42.9% | Added |
| NBT Bank N A | 25,296 | $1.78M | 0.25% | −817−3.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 25,235 | $1.77M | 0.04% | +8,190+48.0% | Added |
| Great Valley Advisor Group, Inc. | 25,193 | $1.77M | 0.07% | +3,093+14.0% | Added |
| Keene & Associates, Inc. | 25,075 | $1.76M | 1.37% | +248+1.0% | Added |
| Brown Brothers Harriman & Co | 25,045 | $1.76M | 0.01% | +300+1.2% | Added |
| Mountain Capital Investment Advisors, Inc | 24,076 | $1.76M | 0.66% | −7,399−23.5% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.76M | 0.20% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 24,928 | $1.75M | 0.10% | −253−1.0% | Reduced |
| Capital Square, LLC | 24,799 | $1.74M | 1.61% | +63+0.3% | Added |
| Allworth Financial LP | 24,631 | $1.73M | 0.01% | −377−1.5% | Reduced |
| Verdence Capital Advisors LLC | 24,428 | $1.72M | 0.20% | −1,387−5.4% | Reduced |
| Elevated Capital Advisors, LLC | 24,377 | $1.71M | 0.57% | +582+2.4% | Added |
| Citizens National Bank Trust Department | 24,371 | $1.71M | 0.45% | −360−1.5% | Reduced |
| Stolper Co | 24,329 | $1.71M | 0.72% | +101+0.4% | Added |
| Asset Dedication, LLC | 24,354 | $1.71M | 0.15% | +2,556+11.7% | Added |
| IHT Wealth Management, LLC | 24,240 | $1.70M | 0.09% | −1,605−6.2% | Reduced |
| Mutual Advisors, LLC | 23,918 | $1.68M | 0.06% | −771−3.1% | Reduced |
| Centiva Capital, LP | 23,788 | $1.67M | 0.08% | +23,788 | New |
| Geneos Wealth Management Inc. | 23,730 | $1.67M | 0.09% | +7,796+48.9% | Added |
| United Community Bank | 23,710 | $1.67M | 1.46% | +162+0.7% | Added |
| J.W. Cole Advisors, Inc. | 23,701 | $1.67M | 0.12% | −1,200−4.8% | Reduced |
| Peoples Financial Services Corp. | 23,682 | $1.66M | 0.75% | −200−0.8% | Reduced |
| TrueWealth Advisors, LLC | 23,611 | $1.66M | 0.68% | +3,225+15.8% | Added |
| Park Avenue Securities LLC | 23,583 | $1.66M | 0.03% | −164−0.7% | Reduced |
| Farmers & Merchants Investments Inc | 23,396 | $1.64M | 0.06% | −241−1.0% | Reduced |
| Holderness Investments Co | 23,360 | $1.64M | 0.61% | +62+0.3% | Added |
| Ascent Wealth Partners, LLC | 23,357 | $1.64M | 0.29% | +1,184+5.3% | Added |
| Linden Thomas Advisory Services, LLC | 23,349 | $1.64M | 0.36% | +648+2.9% | Added |
| Sculati Wealth Management, LLC | 23,325 | $1.64M | 0.82% | −2,619−10.1% | Reduced |
| Veriti Management LLC | 23,235 | $1.63M | 0.18% | +456+2.0% | Added |
| Arete Wealth Advisors, LLC | 23,205 | $1.63M | 0.15% | +9,815+73.3% | Added |
| Los Angeles Capital Management LLC | 23,159 | $1.63M | 0.01% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 22,959 | $1.61M | 0.47% | −3,169−12.1% | Reduced |
| Private Trust Co NA | 22,784 | $1.60M | 0.20% | −333−1.4% | Reduced |
| Claro Advisors LLC | 22,740 | $1.60M | 0.40% | +1,344+6.3% | Added |
| Sumitomo Life Insurance Co | 22,619 | $1.59M | 0.07% | −1,924−7.8% | Reduced |
| ZWJ Investment Counsel Inc | 22,613 | $1.59M | 0.08% | +14+0.1% | Added |
| Strategic Blueprint, LLC | 22,571 | $1.59M | 0.15% | +233+1.0% | Added |
| RFP Financial Group LLC | 22,522 | $1.58M | 0.65% | +12,164+117.4% | Added |
| Family Management Corp | 22,505 | $1.58M | 0.35% | −312−1.4% | Reduced |
| Great Lakes Advisors, LLC | 22,405 | $1.57M | 0.02% | +17,297+338.6% | Added |
| Trust Co of Vermont | 22,386 | $1.57M | 0.10% | +296+1.3% | Added |
| Wealthspire Advisors, LLC | 21,976 | $1.54M | 0.03% | −2,528−10.3% | Reduced |