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 |
|---|---|---|---|---|---|
| Cornerstone Management, Inc. | 12,336 | $866.6K | 0.22% | +2,001+19.4% | Added |
| Confluence Wealth Services, Inc. | 12,293 | $863.6K | 0.18% | −103−0.8% | Reduced |
| AdvisorNet Financial, Inc | 12,204 | $857.4K | 0.07% | +121+1.0% | Added |
| Shepherd Financial Partners LLC | 12,154 | $853.8K | 0.13% | +208+1.7% | Added |
| Community Bank of Raymore | 12,150 | $853.5K | 0.37% | −2,880−19.2% | Reduced |
| IFP Advisors, Inc | 19,292 | $852.7K | 0.04% | −739−3.7% | Reduced |
| Marino, Stram & Associates LLC | 12,138 | $852.7K | 0.24% | −510−4.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $842.9K | 0.60% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 11,991 | $842.4K | 0.03% | +43+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 11,892 | $835.4K | 0.03% | −139−1.2% | Reduced |
| Bahl & Gaynor Inc | 11,836 | $831.5K | 0.01% | +331+2.9% | Added |
| Exchange Traded Concepts, LLC | 11,817 | $830.1K | 0.02% | −106,247−90.0% | Reduced |
| Gradient Investments LLC | 11,805 | $829.3K | 0.02% | −70−0.6% | Reduced |
| RS Crum Inc. | 11,783 | $827.8K | 0.30% | −624−5.0% | Reduced |
| ProVise Management Group, LLC | 11,771 | $826.9K | 0.07% | −270−2.2% | Reduced |
| Guardian Wealth Advisors, LLC | 11,761 | $826.2K | 0.14% | −779−6.2% | Reduced |
| Connectus Wealth, LLC | 11,748 | $825.5K | 0.02% | +649+5.8% | Added |
| Wedmont Private Capital | 11,562 | $825.3K | 0.09% | +4,177+56.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 11,744 | $825.0K | 0.24% | −800−6.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,721 | $823.4K | 0.01% | +1,694+16.9% | Added |
| Bartlett & Co. LLC | 11,721 | $823.0K | 0.01% | +1,694+16.9% | Added |
| Summit Global Investments | 11,698 | $822.0K | 0.05% | +359+3.2% | Added |
| Resources Management Corp | 11,595 | $815.0K | 0.13% | −780−6.3% | Reduced |
| Virtue Capital Management, LLC | 11,336 | $812.6K | 0.14% | −68−0.6% | Reduced |
| Detalus Advisors, LLC | 11,504 | $808.1K | 0.36% | +580+5.3% | Added |
| Nicollet Investment Management, Inc. | 11,461 | $805.0K | 0.36% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 11,448 | $804.2K | 0.12% | −207−1.8% | Reduced |
| HM Payson & Co | 11,408 | $801.4K | 0.02% | −268−2.3% | Reduced |
| FourThought Financial Partners, LLC | 11,379 | $799.4K | 0.11% | −16,350−59.0% | Reduced |
| Bangor Savings Bank | 11,323 | $795.4K | 0.09% | +9,526+530.1% | Added |
| Viawealth, LLC | 11,319 | $795.2K | 0.59% | 00.0% | Unchanged |
| Marco Investment Management LLC | 11,256 | $790.7K | 0.09% | −2,376−17.4% | Reduced |
| Cobblestone Capital Advisors LLC | 11,241 | $789.7K | 0.06% | +394+3.6% | Added |
| Legacy Wealth Asset Management, LLC | 11,156 | $783.7K | 0.27% | −441−3.8% | Reduced |
| Court Place Advisors, LLC | 11,152 | $783.4K | 0.27% | −400−3.5% | Reduced |
| Plimoth Trust Co LLC | 11,142 | $782.7K | 0.23% | −430−3.7% | Reduced |
| Silverlake Wealth Management LLC | 11,138 | $782.4K | 0.43% | −40−0.4% | Reduced |
| Live Oak Investment Partners | – | $781.7K | 0.65% | – | – |
| Chesley Taft & Associates LLC | 11,102 | $779.9K | 0.05% | +250+2.3% | Added |
| Intrua Financial, LLC | 11,093 | $779.3K | 0.14% | +1,840+19.9% | Added |
| Engineers Gate Manager LP | 11,061 | $777.0K | 0.03% | +11,061 | New |
| Farmers Trust Co | 11,045 | $775.9K | 0.17% | −106−1.0% | Reduced |
| Aberdeen Wealth Management LLC | 11,014 | $773.7K | 0.56% | −295−2.6% | Reduced |
| Allred Capital Management, LLC | 10,978 | $771.2K | 0.38% | −164−1.5% | Reduced |
| Brighton Jones LLC | 10,947 | $769.0K | 0.04% | +1,902+21.0% | Added |
| Atlantic Trust, LLC | 10,908 | $766.2K | 0.25% | −652−5.6% | Reduced |
| Centre Asset Management, LLC | 10,826 | $761.0K | 0.17% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10,823 | $761.0K | 0.10% | +361+3.5% | Added |
| Ritholtz Wealth Management | 10,807 | $759.2K | 0.03% | +425+4.1% | Added |
| Financial Advocates Investment Management | 10,772 | $756.7K | 0.06% | −114−1.0% | Reduced |
| Ballentine Partners, LLC | 10,729 | $753.7K | 0.02% | +294+2.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,696 | $751.4K | 0.11% | +10,696 | New |
| Jackson Thornton Asset Management, LLC | 10,674 | $749.8K | 0.15% | +80+0.8% | Added |
| GoalVest Advisory LLC | 10,640 | $747.5K | 0.39% | −5,429−33.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 10,635 | $747.1K | 0.14% | +3,000+39.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,627 | $746.5K | 0.20% | −121−1.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,592 | $744.1K | 0.08% | +10,592 | New |
| Morningstar Investment Management LLC | 10,580 | $743.0K | 0.10% | +10,580 | New |
| Insight Inv LLC | 10,570 | $742.5K | 0.76% | +1,615+18.0% | Added |
| Sunburst Financial Group, LLC | 10,561 | $741.9K | 0.26% | −248−2.3% | Reduced |
| RSM US Wealth Management LLC | 10,536 | $740.1K | 0.03% | −1,273−10.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10,527 | $739.5K | 0.10% | +512+5.1% | Added |
| Jeppson Wealth Management, LLC | 10,501 | $737.7K | 0.32% | −150−1.4% | Reduced |
| Valley Brook Capital Group | 10,440 | $733.4K | 0.68% | −23−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 10,437 | $733.2K | 0.07% | +2,063+24.6% | Added |
| Summit Financial Group Inc | 10,434 | $733.0K | 0.29% | 00.0% | Unchanged |
| Nwam LLC | 10,389 | $729.9K | 0.06% | −794−7.1% | Reduced |
| Park National Corp | 10,357 | $727.6K | 0.03% | −695−6.3% | Reduced |
| Sunbelt Securities, Inc. | 10,330 | $725.7K | 0.10% | −43−0.4% | Reduced |
| Firethorn Wealth Partners, LLC | 10,281 | $722.3K | 0.54% | +93+0.9% | Added |
| Eudaimonia Partners, LLC | 10,267 | $721.3K | 0.16% | +881+9.4% | Added |
| Cape Investment Advisory, Inc. | 10,227 | $718.5K | 0.40% | +695+7.3% | Added |
| HBK Sorce Advisory LLC | 10,222 | $718.1K | 0.03% | −1,543−13.1% | Reduced |
| EPG Wealth Management LLC | 10,216 | $717.7K | 0.21% | +22+0.2% | Added |
| Qtron Investments LLC | 10,194 | $716.1K | 0.14% | +16+0.2% | Added |
| Garner Asset Management Corp | 10,187 | $716.0K | 0.42% | −5,998−37.1% | Reduced |
| Wintrust Investments LLC | 10,173 | $715.0K | 0.07% | +652+6.8% | Added |
| Two Sigma Securities, LLC | 10,172 | $714.6K | 0.06% | +5,589+122.0% | Added |
| Vestmark Advisory Solutions, Inc. | 10,149 | $713.0K | 0.03% | −2,612−20.5% | Reduced |
| Arrow Financial Corp | 10,140 | $712.3K | 0.09% | 00.0% | Unchanged |
| Excalibur Management Corp | 10,120 | $710.9K | 0.36% | −929−8.4% | Reduced |
| North Star Investment Management Corp. | 10,112 | $710.4K | 0.06% | −141−1.4% | Reduced |
| Capital Asset Advisory Services LLC | 9,940 | $709.5K | 0.05% | −342−3.3% | Reduced |
| BIP Wealth, LLC | 10,098 | $709.4K | 0.06% | −660−6.1% | Reduced |
| Journey Advisory Group, LLC | 10,058 | $706.6K | 0.11% | +300+3.1% | Added |
| Reaves W H & Co Inc | 10,025 | $704.0K | 0.03% | −28,258−73.8% | Reduced |
| Parallel Advisors, LLC | 10,013 | $703.5K | 0.02% | +741+8.0% | Added |
| Beaumont Financial Advisors, LLC | 9,956 | $699.4K | 0.07% | +116+1.2% | Added |
| MEMBERS Trust Co | 9,922 | $697.0K | 0.02% | +9,922 | New |
| Quadrant Capital Group LLC | 9,919 | $696.8K | 0.07% | −611−5.8% | Reduced |
| First National Corp | 9,881 | $694.1K | 0.16% | −555−5.3% | Reduced |
| Monetary Management Group Inc | 9,876 | $693.8K | 0.21% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,840 | $691.0K | 0.04% | −1,032−9.5% | Reduced |
| Ancora Advisors, LLC | 9,818 | $689.7K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 9,814 | $689.4K | 0.11% | +672+7.4% | Added |
| Walter & Keenan Financial Consulting Co | 9,806 | $688.9K | 0.25% | −789−7.4% | Reduced |
| First Hawaiian Bank | 9,736 | $684.0K | 0.02% | +113+1.2% | Added |
| Gladstone Institutional Advisory LLC | 9,693 | $680.9K | 0.04% | −6,188−39.0% | Reduced |
| St. Johns Investment Management Company, LLC | 9,655 | $678.3K | 0.37% | −80−0.8% | Reduced |
| Simplicity Wealth,LLC | 9,637 | $677.0K | 0.42% | 00.0% | Unchanged |