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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 21,923 | $1.54M | 1.14% | −71−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 19,448 | $1.53M | 0.02% | +15,855+441.3% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.53M | 0.07% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 21,700 | $1.52M | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 21,640 | $1.52M | 0.30% | 00.0% | Unchanged |
| Burns J W & Co Inc | 21,555 | $1.51M | 0.24% | −300−1.4% | Reduced |
| Matrix Trust Co | 21,420 | $1.50M | 0.39% | +1,110+5.5% | Added |
| Wetherby Asset Management Inc | 21,397 | $1.50M | 0.08% | +563+2.7% | Added |
| Smith, Moore & Co. | 21,354 | $1.50M | 0.19% | +360+1.7% | Added |
| Smith Chas P & Associates Pa Cpas | 21,311 | $1.50M | 0.10% | −1,279−5.7% | Reduced |
| MAI Capital Management | 21,302 | $1.50M | 0.02% | +2,612+14.0% | Added |
| Oak Harbor Wealth Partners, LLC | 21,283 | $1.50M | 0.51% | +93+0.4% | Added |
| Northern Oak Wealth Management Inc | 21,176 | $1.49M | 0.18% | −3,477−14.1% | Reduced |
| Southeast Asset Advisors Inc. | 21,171 | $1.49M | 0.21% | +14+0.1% | Added |
| Farmers National Bank | 21,110 | $1.48M | 0.51% | +261+1.3% | Added |
| Consolidated Planning Corp | 21,067 | $1.48M | 0.31% | +3,627+20.8% | Added |
| SevenBridge Financial Group, LLC | 20,687 | $1.45M | 0.38% | −359−1.7% | Reduced |
| Parsons Capital Management Inc | 20,653 | $1.45M | 0.11% | 00.0% | Unchanged |
| Ethic Inc. | 20,622 | $1.45M | 0.05% | +788+4.0% | Added |
| MSH Capital Advisors LLC | 20,518 | $1.44M | 0.53% | +210+1.0% | Added |
| CWS Financial Advisors, LLC | 20,353 | $1.43M | 0.54% | −1,982−8.9% | Reduced |
| HF Advisory Group, LLC | 20,296 | $1.43M | 1.13% | +2,252+12.5% | Added |
| Change Path, LLC | 20,239 | $1.42M | 0.07% | +4,660+29.9% | Added |
| Earnest Partners LLC | 20,221 | $1.42M | 0.01% | −1,667−7.6% | Reduced |
| Hilltop Holdings Inc. | 20,202 | $1.42M | 0.18% | −5,488−21.4% | Reduced |
| Patten & Patten Inc | 20,189 | $1.42M | 0.12% | +488+2.5% | Added |
| Creative Financial Designs Inc | 20,095 | $1.41M | 0.17% | −827−4.0% | Reduced |
| Canal Insurance CO | 20,000 | $1.41M | 0.39% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 19,932 | $1.40M | 0.16% | +544+2.8% | Added |
| CapWealth Advisors, LLC | 19,807 | $1.39M | 0.17% | −632−3.1% | Reduced |
| Mayfair Advisory Group, LLC | 19,572 | $1.38M | 1.38% | +1,204+6.6% | Added |
| Cipher Capital LP | 19,620 | $1.38M | 0.24% | −7,141−26.7% | Reduced |
| Good Life Advisors, LLC | 19,560 | $1.37M | 0.15% | −118−0.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 19,533 | $1.37M | 0.11% | −2,200−10.1% | Reduced |
| Islay Capital Management, LLC | 19,525 | $1.37M | 1.21% | +92+0.5% | Added |
| Capital Investment Advisory Services, LLC | 19,513 | $1.37M | 0.14% | −28−0.1% | Reduced |
| Old National Bancorp | 19,510 | $1.37M | 0.04% | −6,677−25.5% | Reduced |
| Romano Brothers and Company | 19,503 | $1.37M | 0.20% | −125−0.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,506 | $1.37M | 0.96% | −100−0.5% | Reduced |
| Toroso Investments, LLC | 19,380 | $1.36M | 0.04% | +4,151+27.3% | Added |
| Mather Group, LLC. | 19,348 | $1.36M | 0.02% | +2,527+15.0% | Added |
| Spreng Capital Management, Inc. | 19,280 | $1.35M | 1.06% | −300−1.5% | Reduced |
| SeaCrest Wealth Management, LLC | 19,246 | $1.35M | 0.17% | +419+2.2% | Added |
| Ignite Planners, LLC | 19,117 | $1.35M | 0.52% | −303−1.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,190 | $1.35M | 0.33% | +1,903+11.0% | Added |
| Eagle Rock Investment Company, LLC | 19,162 | $1.34M | 0.29% | −1,137−5.6% | Reduced |
| High Net Worth Advisory Group LLC | 19,032 | $1.34M | 0.52% | +648+3.5% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.33M | 0.26% | 00.0% | Unchanged |
| Woodstock Corp | 18,953 | $1.33M | 0.16% | +3,090+19.5% | Added |
| Salem Investment Counselors Inc | 18,894 | $1.33M | 0.05% | −987−5.0% | Reduced |
| Empowered Funds, LLC | 18,864 | $1.33M | 0.05% | +13,515+252.7% | Added |
| EA Series Trust | 18,864 | $1.33M | 0.05% | +18,864 | New |
| Boston Private Wealth LLC | 18,848 | $1.32M | 0.02% | −3,041−13.9% | Reduced |
| Wedbush Securities Inc | 18,765 | $1.32M | 0.06% | +225+1.2% | Added |
| Equitable Trust Co | 18,731 | $1.32M | 0.10% | −333−1.7% | Reduced |
| Americana Partners, LLC | 18,615 | $1.31M | 0.17% | +9,799+111.2% | Added |
| Reuter James Wealth Management, LLC | 18,491 | $1.30M | 1.57% | −1,733−8.6% | Reduced |
| Abbrea Capital, LLC | 18,457 | $1.30M | 0.20% | +1,045+6.0% | Added |
| Monte Financial Group, LLC | 18,224 | $1.28M | 0.62% | −4,187−18.7% | Reduced |
| Adirondack Trust Co | 17,673 | $1.28M | 0.60% | −589−3.2% | Reduced |
| Grove Bank & Trust | 18,187 | $1.28M | 0.26% | −1,249−6.4% | Reduced |
| Means Investment Co., Inc. | 18,166 | $1.28M | 0.20% | −196−1.1% | Reduced |
| Mitchell Sinkler & Starr | 18,103 | $1.27M | 0.36% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 18,093 | $1.27M | 0.17% | −50−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 18,060 | $1.27M | 0.24% | 00.0% | Unchanged |
| Concord Wealth Partners | 18,053 | $1.27M | 0.27% | +5,499+43.8% | Added |
| Nilsine Partners, LLC | 18,041 | $1.27M | 0.19% | −128−0.7% | Reduced |
| Segall Bryant & Hamill, LLC | 18,014 | $1.27M | 0.01% | −1,199−6.2% | Reduced |
| Derbend Asset Management | 17,822 | $1.25M | 0.85% | −487−2.7% | Reduced |
| Busey Wealth Management | 17,812 | $1.25M | 0.05% | −2,451−12.1% | Reduced |
| Sandy Spring Bank | 17,800 | $1.25M | 0.07% | +1,088+6.5% | Added |
| XTX Topco Ltd | 17,775 | $1.25M | 0.22% | +17,775 | New |
| Benedict Financial Advisors Inc | 17,733 | $1.25M | 0.34% | −24−0.1% | Reduced |
| Mystic Asset Management, Inc. | 17,566 | $1.23M | 0.66% | −700−3.8% | Reduced |
| Credit Agricole S A | 17,555 | $1.23M | 0.04% | +17,555 | New |
| Trustco Bank Corp N Y | 17,523 | $1.23M | 1.32% | −300−1.7% | Reduced |
| Wealth Alliance | 17,489 | $1.23M | 0.18% | −215−1.2% | Reduced |
| Westpac Banking Corp | 17,468 | $1.23M | 0.09% | −93,756−84.3% | Reduced |
| ICW Investment Advisors LLC | 17,272 | $1.21M | 0.65% | +192+1.1% | Added |
| Centennial Bank | 17,253 | $1.21M | 0.82% | −4,865−22.0% | Reduced |
| Consolidated Portfolio Review Corp | 17,245 | $1.21M | 0.29% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 17,227 | $1.21M | 0.16% | −40−0.2% | Reduced |
| Philadelphia Trust Co | 17,190 | $1.21M | 0.11% | +375+2.2% | Added |
| Procyon Private Wealth Partners, LLC | 17,171 | $1.21M | 0.15% | −1,510−8.1% | Reduced |
| Delta Asset Management LLC | 17,151 | $1.20M | 0.12% | −628−3.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.19M | 0.17% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 16,935 | $1.19M | 0.12% | −356−2.1% | Reduced |
| Crestline Management, LP | 16,920 | $1.19M | 0.13% | −33,580−66.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.18M | 0.05% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 16,835 | $1.18M | 0.09% | −250−1.5% | Reduced |
| StrategIQ Financial Group, LLC | 16,738 | $1.18M | 0.13% | −80.0% | Reduced |
| Colony Group LLC | 16,705 | $1.17M | 0.02% | −163−1.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,702 | $1.17M | 0.31% | −108−0.6% | Reduced |
| Hills Bank & Trust Co | 16,652 | $1.17M | 0.15% | −175−1.0% | Reduced |
| BancorpSouth Bank | 16,639 | $1.17M | 0.10% | +383+2.4% | Added |
| International Assets Investment Management, LLC | 16,637 | $1.17M | 0.16% | +1,692+11.3% | Added |
| Aviva PLC | 16,572 | $1.16M | 0.00% | +687+4.3% | Added |
| Retirement Planning Co of New England, Inc. | 16,569 | $1.16M | 0.67% | −106−0.6% | Reduced |
| King Luther Capital Management Corp | 16,529 | $1.16M | 0.01% | −102−0.6% | Reduced |
| Pacitti Group Inc. | 16,526 | $1.16M | 0.82% | −153−0.9% | Reduced |