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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q3 2023 vs. Q2 2023

How the institutions holding Southern Co changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of SO: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,728211,713+6
Shares694.0M5.34M692.9M+4.23M (+0.6%)
Value$48.8B$375.0M$44.9B−$3.52B (−7.3%)

21 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (124)

Institutions that held Southern Co at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 124 by value.

Institutions new to SO in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA5,373,615$347.8M0.43%
HITE Hedge Asset Management LLC412,388$26.7M2.87%
Aventail Capital Group, LP181,799$11.8M0.82%
ING Groep NV138,952$8.99M0.08%
Envestnet Portfolio Solutions, Inc.127,356$8.24M0.04%
Jamison Private Wealth Management, Inc.120,421$7.79M1.61%
Yaupon Capital Management LP90,797$5.88M0.66%
Soros Fund Management LLCSuperinvestorSoros Fund Management90,000$5.82M0.12%
QRG Capital Management, Inc.88,204$5.71M0.10%
Baltimore-Washington Financial Advisors, Inc.71,630$4.64M0.38%
NBC Securities, Inc.60,303$3.90M0.43%
Pathway Financial Advisers, LLC58,474$3.78M1.56%
American Trust Investment Advisors, LLC52,145$3.37M1.86%
Weiss Asset Management LP46,828$3.03M0.24%
Wexford Capital LP42,330$2.74M0.62%
Tiaa Trust, National Association40,566$2.63M0.01%
OneAscent Wealth Management LLC40,317$2.61M1.15%
Huber Capital Management LLC28,300$1.83M0.43%
Old Port Advisors25,655$1.66M0.60%
Dynamic Technology Lab Private Ltd22,536$1.46M0.15%
BTG Pactual Global Asset Management Ltd20,366$1.32M0.75%
SWAN Capital LLC18,248$1.18M0.94%
Marshall Wace, LLP16,300$1.05M0.00%
Vident Advisory, LLC15,684$1.02M0.03%
Landscape Capital Management, L.L.C.15,575$1.01M0.13%
Edgestream Partners, L.P.15,466$1.00M0.08%
Aigen Investment Management, LP12,482$807.8K0.15%
Maverick Capital LtdSuperinvestorMaverick Capital12,204$789.8K0.02%
Rogco, LP12,045$779.6K0.38%
Walleye Trading LLC11,764$761.4K0.02%
Eisler Capital (US) LLC11,673$755.5K0.28%
Toews Corp11,600$750.8K0.45%
Machina Capital S.A.S.11,561$748.2K0.42%
GTS Securities LLC11,417$738.9K0.02%
Qsemble Capital Management, LP11,400$737.8K0.14%
NEOS Investment Management LLC11,159$722.2K0.09%
Longfellow Investment Management Co LLC10,234$662.3K0.18%
Resolution Capital Ltd10,194$659.8K0.01%
BluePath Capital Management, LLC9,775$632.6K0.58%
Mirabella Financial Services LLP9,654$624.8K0.09%
KPP Advisory Services LLC9,615$622.3K0.21%
Jump Financial, LLC9,587$620.5K0.02%
Quantamental Technologies LLC8,993$582.0K0.55%
Moody Lynn & Lieberson, LLC8,946$579.0K0.05%
First Command Advisory Services, Inc.8,370$541.7K0.01%
Tiedemann Advisors, LLC7,517$486.5K0.02%
Lakeshore Financial Planning, Inc.7,484$484.4K0.28%
Delta Financial Group, Inc.7,302$473.0K0.16%
Plan Group Financial, LLC6,957$450.2K0.32%
TBH Global Asset Management, LLC6,780$438.8K0.08%
Alethea Capital Management, LLC6,658$430.9K0.53%
Teza Capital Management LLC6,600$427.2K0.07%
Maven Securities LTD6,476$419.1K0.05%
Fox Run Management, L.L.C.6,470$418.7K0.12%
Inceptionr LLC6,383$413.1K0.23%
LVW Advisors, LLC6,330$409.7K0.09%
Lineweaver Wealth Advisors, LLC6,324$409.3K0.12%
Group One Trading, L.P.5,977$386.8K0.02%
Atom Investors LP5,609$363.0K0.08%
Greylin Investment Mangement Inc5,475$354.3K0.06%
Childress Capital Advisors, LLC5,109$326.1K0.11%
Venturi Wealth Management, LLC5,014$324.5K0.03%
Financial Security Advisor, Inc.4,931$319.2K0.15%
Bedel Financial Consulting Inc4,529$293.1K0.06%
EWG Elevate Inc.4,520$292.5K0.13%
Vicus Capital4,398$284.7K0.03%
Argent Advisors, Inc.4,327$281.2K0.13%
Radnor Capital Management, LLC4,200$272.0K0.05%
Altrius Capital Management Inc4,163$269.4K0.08%
MBE Wealth Management, LLC4,090$264.7K0.15%
Semmax Financial Advisors Inc.3,879$261.2K0.10%
Lifeworks Advisors, LLC4,017$260.0K0.10%
Smith, Salley & Associates3,975$257.3K0.02%
Headlands Technologies LLC3,971$257.0K0.13%
Appleton Group, LLC3,904$252.7K0.88%
First Citizens Financial Corp3,882$251.2K0.18%
Cabot Wealth Management Inc3,855$249.0K0.04%
Strategic Financial Concepts, LLC3,807$246.4K0.08%
Aprio Wealth Management, LLC3,760$243.3K0.07%
Ambassador Advisors, LLC3,507$236.2K0.06%
Wiser Wealth Management, Inc3,587$232.2K0.09%
Prosperity Consulting Group, LLC3,562$230.5K0.11%
Graham Capital Management, L.P.3,561$230.5K0.01%
Geller Advisors LLC3,556$230.1K0.03%
Alpha Family Trust3,520$227.8K0.17%
Avestar Capital, LLC3,461$224.0K0.03%
New Republic Capital, LLC3,395$219.7K0.18%
Lifestyle Asset Management, Inc.3,350$216.8K0.13%
Hardy Reed LLC3,338$216.0K0.04%
Idaho Trust Bank3,200$207.1K0.13%
Congress Wealth Management LLC3,199$207.1K0.00%
Searcy Financial Services Inc3,180$205.8K0.12%
L2 Asset Management, LLC246$202.4K0.10%
Fulcrum Equity Management3,128$202.4K0.24%
Lazari Capital Management, Inc.3,127$202.4K0.12%
Peoples Bank2,800$181.2K0.16%
Laffer Tengler Investments2,600$168.3K0.05%
PEAK6 Investments LLC2,503$162.0K0.01%
Annis Gardner Whiting Capital Advisors, LLC2,172$140.6K0.08%
JDM Financial Group LLC2,165$140.1K0.13%

Sold out (118)

Institutions that held Southern Co at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 118 by value.

Institutions that sold out of SO in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Point72 Asset Management, L.P.2,260,610$158.8M
Renaissance Technologies LLC270,300$19.0M
Martingale Asset Management L P97,754$6.87M
Clear Street LLC71,600$5.03M
Bayesian Capital Management, LP67,274$4.73M
Twinbeech Capital LP57,967$4.07M
Lighthouse Investment Partners, LLC55,653$3.91M
Andra AP-fonden46,400$3.26M
Nomura Holdings Inc36,970$2.60M
Veritable, L.P.34,664$2.44M
ISAM Funds (UK) Ltd28,460$2.00M
Elevated Capital Advisors, LLC24,377$1.71M
Centiva Capital, LP23,788$1.67M
Matrix Trust Co21,420$1.50M
Cipher Capital LP19,620$1.38M
XTX Topco Ltd17,775$1.25M
CFS Investment Advisory Services, LLC16,276$1.14M
PFG Advisors15,407$1.08M
Vident Investment Advisory, LLC13,541$954.1K
Vestmark Advisory Solutions, Inc.10,149$713.0K
Simplicity Wealth,LLC9,637$677.0K
Laidlaw Wealth Management LLC9,630$676.5K
Jefferies Financial Group Inc.9,445$663.5K
First Dallas Securities Inc.8,990$632.0K
Chiron Investment Management, LLC8,841$621.1K
Arvest Trust Co N A8,258$597.4K
Principal Street Partners, LLC8,487$596.2K
V Wealth Advisors LLC8,224$577.8K
Kapitalo Investimentos Ltda8,026$563.8K
Strategic Wealth Designers7,970$559.9K
CTC Alternative Strategies, Ltd.7,900$555.0K
MJP Associates Inc7,621$535.3K
U.S. Capital Wealth Advisors, LLC7,574$532.1K
Krane Funds Advisors LLC7,531$529.0K
M Holdings Securities, Inc.6,853$481.0K
Sabal Trust CO6,630$465.8K
Transform Wealth, LLC6,605$464.0K
Sciencast Management LP5,946$421.7K
Cordatus Wealth Management LLC5,991$421.0K
Dark Forest Capital Management LP5,315$373.4K
Founders Financial Alliance, LLC5,208$365.9K
Pinebridge Investments, L.P.4,879$342.8K
Platform Technology Partners4,808$340.1K
Redwood Financial Network Corp4,737$332.8K
RNC Capital Management LLC4,707$331.0K
XY Capital Ltd4,400$309.1K
Capital City Trust Co4,351$305.7K
Horan Securities, Inc.3,978$279.5K
ASB Consultores, LLC3,978$279.5K
Atlas Wealth Partners, LLC3,772$276.0K
Cornercap Investment Counsel Inc3,909$274.6K
Sweet Financial Partners, LLC3,806$267.4K
Hodges Capital Management Inc.0$263.0K
HCR Wealth Advisors3,708$260.5K
Cornerstone Retirement Group, Inc.3,581$251.6K
Retirement Financial Solutions, LLC3,570$250.8K
Total Clarity Wealth Management, Inc.3,547$249.2K
Verus Capital Partners, LLC3,481$244.6K
Howe & Rusling Inc3,478$244.3K
First Financial Bank - Trust Division3,432$241.1K
Beverly Hills Private Wealth, LLC3,468$235.3K
Glassy Mountain Advisors, Inc.3,331$234.0K
Comprehensive Financial Consultants Institutional, Inc.3,315$232.6K
Echo Street Capital Management LLC3,245$228.0K
Aveo Capital Partners, LLC3,220$226.2K
Bank of Nova Scotia Trust Co3,160$222.0K
Howard Capital Management Inc.3,142$220.7K
Investors Asset Management of Georgia Inc3,126$219.6K
Annex Advisory Services, LLC3,104$218.1K
Bank of Stockton3,075$216.0K
Ellis Investment Partners, LLC3,068$215.5K
Latitude Advisors, LLC3,042$213.7K
Capstone Triton Financial Group, LLC3,022$212.3K
SageView Advisory Group, LLC3,017$212.0K
Madrona Financial Services, LLC3,014$211.7K
Schubert & Co3,014$211.7K
VeraBank, N.A.3,012$211.6K
Joel Isaacson & Co., LLC3,011$211.5K
Asset Management Advisors, LLC3,000$210.8K
Northcape Wealth Management, LLC2,997$210.5K
Enterprise Financial Services Corp2,990$210.0K
3Chopt Investment Partners, LLC2,984$209.6K
Oxford Financial Group Ltd2,980$209.3K
MBA Advisors LLC2,971$208.7K
Mairs & Power Inc2,960$207.9K
Forefront Wealth Management Inc.2,951$207.3K
CRA Financial Services, LLC2,950$207.2K
Old Mission Investment Co LLC2,950$207.2K
Abacus Planning Group, Inc.2,944$206.8K
Harvey Investment Co LLC2,926$206.0K
Chickasaw Capital Management LLC2,932$206.0K
Alpha Omega Wealth Management LLC2,932$206.0K
Univest Financial Corp2,926$205.6K
Stordahl Capital Management, Inc.2,914$204.7K
Wilkins Investment Counsel Inc2,900$204.0K
High Falls Advisors, Inc2,893$203.2K
Nova R Wealth, Inc.2,889$202.9K
Berkshire Asset Management LLC2,888$202.9K
Retirement Planning Group2,863$201.2K
Voya Financial Advisors, Inc.2,903$200.7K

Not filed for Q3 2023 yet (21)

Institutions that held Southern Co at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA5,092,414$357.7M
Signature Wealth Management Group117,604$8.26M
Tiaa, FSB37,212$2.61M
EA Series Trust18,864$1.33M
McMillion Capital Management Inc13,340$937.1K
First Command Bank8,370$588.0K
First Command Financial Services, Inc.8,370$588.0K
First National Bank of South Miami7,947$558.3K
Lumature Wealth Partners, LLC6,343$445.6K
BFT Financial Group, LLC6,329$444.6K
Financial Architects, Inc4,363$306.5K
Ascension Asset Management LLC4,302$302.2K
BDO Wealth Advisors, LLC3,834$269.3K
Northwest Bank & Trust Co2,406$169.0K
BerganKDV Wealth Management, LLC1,984$139.4K
Kistler-Tiffany Companies, LLC1,722$121.0K
Vigilant Capital Management, LLC700$49.0K
Endurance Wealth Management, Inc.534$38.0K
Coastal Capital Group, Inc.414$29.1K
First Capital Advisors Group, LLC.222$15.6K
Piershale Financial Group, Inc.150$10.5K