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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 16,511 | $1.16M | 0.09% | +415+2.6% | Added |
| Global Retirement Partners, LLC | 16,445 | $1.16M | 0.06% | −10,252−38.4% | Reduced |
| Citizens Financial Group Inc | 16,389 | $1.15M | 0.04% | +95+0.6% | Added |
| Jaffetilchin Investment Partners, LLC | 16,323 | $1.15M | 0.12% | +2,692+19.7% | Added |
| Ipswich Investment Management Co., Inc. | 16,305 | $1.15M | 0.30% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 16,287 | $1.14M | 0.47% | −129−0.8% | Reduced |
| DMG Group, LLC | 16,280 | $1.14M | 1.14% | −154−0.9% | Reduced |
| CFS Investment Advisory Services, LLC | 16,276 | $1.14M | 0.15% | +16,276 | New |
| Modera Wealth Management, LLC | 16,152 | $1.13M | 0.02% | +12,025+291.4% | Added |
| Meeder Advisory Services, Inc. | 16,107 | $1.13M | 0.12% | +1,743+12.1% | Added |
| Western Wealth Management, LLC | 16,067 | $1.13M | 0.10% | −85−0.5% | Reduced |
| Asset Advisors Investment Management, LLC | 16,059 | $1.13M | 0.14% | 00.0% | Unchanged |
| Gleason Group, Inc. | 15,929 | $1.12M | 0.29% | +158+1.0% | Added |
| Focus Financial Network, Inc. | 15,925 | $1.12M | 0.06% | +447+2.9% | Added |
| West Bancorporation Inc | 15,820 | $1.11M | 0.75% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 15,762 | $1.11M | 0.35% | +355+2.3% | Added |
| Meridian Wealth Management, LLC | 15,725 | $1.10M | 0.09% | −432−2.7% | Reduced |
| Patton Albertson Miller Group, LLC | 15,596 | $1.10M | 0.21% | −1,165−7.0% | Reduced |
| Koshinski Asset Management, Inc. | 15,527 | $1.09M | 0.12% | −5,165−25.0% | Reduced |
| Rowland & Co Investment Counsel | 15,489 | $1.09M | 0.26% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 15,465 | $1.09M | 0.04% | +1,546+11.1% | Added |
| PFG Advisors | 15,407 | $1.08M | 0.08% | +6,011+64.0% | Added |
| Bank Ozk | 15,400 | $1.08M | 0.52% | −801−4.9% | Reduced |
| Powers Advisory Group, LLC | 15,390 | $1.08M | 0.72% | +108+0.7% | Added |
| Meiji Yasuda Life Insurance Co | 15,289 | $1.07M | 0.03% | −465−3.0% | Reduced |
| We Are One Seven, LLC | 15,240 | $1.07M | 0.10% | −1,591−9.5% | Reduced |
| Wellington Shields & Co., LLC | 15,225 | $1.07M | 0.25% | −5,466−26.4% | Reduced |
| Evercore Wealth Management, LLC | 15,140 | $1.06M | 0.02% | −1,991−11.6% | Reduced |
| Highline Wealth Partners LLC | 15,061 | $1.06M | 0.67% | 00.0% | Unchanged |
| L.M. Kohn & Company | 14,948 | $1.05M | 0.40% | −112−0.7% | Reduced |
| Guardian Investment Management | 14,910 | $1.05M | 0.90% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 14,876 | $1.05M | 0.21% | +104+0.7% | Added |
| First United Bank Trust | 14,833 | $1.04M | 0.46% | +263+1.8% | Added |
| Naviter Wealth, LLC | 14,813 | $1.04M | 0.26% | +1,237+9.1% | Added |
| Sheets Smith Wealth Management | 14,740 | $1.04M | 0.15% | −176−1.2% | Reduced |
| Columbus Macro, LLC | 14,639 | $1.02M | 0.41% | −2,087−12.5% | Reduced |
| TrinityPoint Wealth, LLC | 14,569 | $1.02M | 0.20% | +16+0.1% | Added |
| Berkeley Capital Partners, LLC | 14,517 | $1.02M | 0.36% | +54+0.4% | Added |
| NovaPoint Capital, LLC | 14,422 | $1.01M | 0.38% | +114+0.8% | Added |
| Arden Trust Co | 14,424 | $1.01M | 0.17% | +8,780+155.6% | Added |
| Chemung Canal Trust Co | 14,395 | $1.01M | 0.22% | −200−1.4% | Reduced |
| Diversified Trust Co | 14,392 | $1.01M | 0.04% | +773+5.7% | Added |
| FinTrust Capital Advisors, LLC | 14,075 | $1.01M | 0.24% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 14,227 | $999.4K | 0.31% | −213−1.5% | Reduced |
| Ti-Trust, Inc | 14,210 | $998.3K | 0.92% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 14,202 | $997.7K | 0.06% | +394+2.9% | Added |
| Chatham Capital Group, Inc. | 14,193 | $997.1K | 0.21% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 14,193 | $997.1K | 0.18% | +990+7.5% | Added |
| Mastrapasqua Asset Management Inc | 14,120 | $991.9K | 0.11% | +2,580+22.4% | Added |
| White Lighthouse Investment Management Inc. | 14,094 | $990.1K | 0.24% | 00.0% | Unchanged |
| Ci Investments Inc. | 14,090 | $990.0K | 0.00% | +1,943+16.0% | Added |
| Comerica Securities,inc. | 14,062 | $987.9K | 0.07% | −632−4.3% | Reduced |
| LVZ Advisors, Inc. | 14,007 | $984.0K | 0.14% | +3,400+32.1% | Added |
| Wright Investors Service Inc | 13,974 | $981.7K | 0.28% | −11,664−45.5% | Reduced |
| Valeo Financial Advisors, LLC | 13,954 | $980.3K | 0.04% | +2,858+25.8% | Added |
| Ashton Thomas Private Wealth, LLC | 13,939 | $979.2K | 0.07% | +3,580+34.6% | Added |
| Archford Capital Strategies, LLC | 13,384 | $976.4K | 0.19% | +3,074+29.8% | Added |
| Red Door Wealth Management, LLC | 13,819 | $970.8K | 0.22% | +94+0.7% | Added |
| Rollins Financial | 13,793 | $968.9K | 0.26% | −2,906−17.4% | Reduced |
| RDA Financial Network | 13,783 | $968.3K | 0.41% | +130+1.0% | Added |
| Burney Co | 13,763 | $966.8K | 0.04% | +207+1.5% | Added |
| EverSource Wealth Advisors, LLC | 13,751 | $966.0K | 0.11% | −377−2.7% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $960.1K | 0.38% | 00.0% | Unchanged |
| Advisor OS, LLC | 13,665 | $959.9K | 0.16% | −6,642−32.7% | Reduced |
| Silvercrest Asset Management Group LLC | 13,655 | $959.2K | 0.01% | +5,674+71.1% | Added |
| Coastal Investment Advisors, Inc. | 13,612 | $956.3K | 0.21% | −17−0.1% | Reduced |
| United Bank | 13,600 | $955.4K | 0.12% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 13,599 | $955.0K | 0.00% | −76−0.6% | Reduced |
| Vident Investment Advisory, LLC | 13,541 | $954.1K | 0.03% | +3,008+28.6% | Added |
| McMillion Capital Management Inc | 13,340 | $937.1K | 0.83% | −625−4.5% | Reduced |
| Assetmark, Inc | 13,299 | $934.3K | 0.00% | +3,189+31.5% | Added |
| Country Club Bank | 13,455 | $930.3K | 0.07% | −33−0.2% | Reduced |
| Columbia Asset Management | 13,234 | $930.0K | 0.20% | +37+0.3% | Added |
| Silver Oak Securities, Inc | 13,244 | $930.0K | 0.15% | +3,289+33.0% | Added |
| Cigna Investments Inc | 13,229 | $929.0K | 0.17% | −50−0.4% | Reduced |
| Park Place Capital Corp | 13,207 | $927.8K | 0.26% | −2,701−17.0% | Reduced |
| Coastline Trust Co | 13,197 | $927.1K | 0.13% | −1,431−9.8% | Reduced |
| Bessemer Group Inc | 13,117 | $921.0K | 0.00% | +2,914+28.6% | Added |
| Glenview Trust Co | 13,026 | $915.1K | 0.02% | +990+8.2% | Added |
| Checchi Capital Advisers, LLC | 13,022 | $914.8K | 0.08% | +432+3.4% | Added |
| Kovack Advisors, Inc. | 12,983 | $912.0K | 0.12% | −406−3.0% | Reduced |
| Grimes & Company, Inc. | 12,975 | $911.5K | 0.03% | −20−0.2% | Reduced |
| RIA Advisory Group LLC | 12,929 | $908.3K | 0.39% | −803−5.8% | Reduced |
| Clarius Group, LLC | 12,918 | $907.5K | 0.07% | +828+6.8% | Added |
| GSB Wealth Management, LLC | 12,885 | $905.2K | 0.29% | −1,121−8.0% | Reduced |
| Widmann Financial Services, Inc. | 12,865 | $903.8K | 0.86% | −80−0.6% | Reduced |
| Stableford Capital II LLC | 13,012 | $903.2K | 0.40% | +13,012 | New |
| Twin Capital Management Inc | 12,842 | $902.2K | 0.12% | −113−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,799 | $899.0K | 0.58% | −118−0.9% | Reduced |
| Golden State Equity Partners | 12,784 | $898.1K | 0.25% | +8,282+184.0% | Added |
| Keudell/Morrison Wealth Management | 12,740 | $895.0K | 0.26% | −882−6.5% | Reduced |
| ForthRight Wealth Management, LLC | 12,697 | $892.0K | 0.37% | −157−1.2% | Reduced |
| Symphony Financial, Ltd. Co. | 12,822 | $887.2K | 0.22% | +3,059+31.3% | Added |
| Intrust Bank NA | 12,579 | $883.7K | 0.11% | +1,075+9.3% | Added |
| Blue Fin Capital, Inc. | 12,485 | $877.1K | 0.25% | +7+0.1% | Added |
| Valmark Advisers, Inc. | 12,476 | $876.4K | 0.02% | −740−5.6% | Reduced |
| Accurate Wealth Management, LLC | 12,270 | $875.9K | 0.27% | +338+2.8% | Added |
| Chicago Trust Co NA | 12,414 | $872.1K | 0.21% | +845+7.3% | Added |
| LMG Wealth Partners, LLC | 12,408 | $871.7K | 0.27% | +959+8.4% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $871.5K | 0.46% | 00.0% | Unchanged |