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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Southern Co as of Sep 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
- 1,713
- +6 vs. Q2 2023
- Shares held
- 692.9M
- +4.23M (+0.6%) vs. Q2 2023
- Total value
- $44.9B
- −$3.52B (−7.3%) vs. Q2 2023
- New holders
- 124
- 657 more added
- Sold out
- 118
- 660 more reduced
21 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,370 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 5 | $0 | 0.00% | +5 | New |
| Spartan Planning & Wealth Management | 3 | $194 | 0.00% | +3 | New |
| True Wealth Design, LLC | 12 | $777 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $906 | 0.00% | +14 | New |
| Tfo-TDC, LLC | 13 | $913 | 0.00% | +13 | New |
| Briaud Financial Planning, Inc | 30 | $1.00K | 0.00% | +30 | New |
| Delos Wealth Advisors, LLC | 18 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 21 | $1.33K | 0.00% | +1+5.0% | Added |
| USA Financial Portformulas Corp | 23 | $1.49K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $1.49K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 27 | $1.75K | 0.00% | −40−59.7% | Reduced |
| SJS Investment Consulting Inc. | 27 | $1.75K | 0.00% | +3+12.5% | Added |
| WestEnd Advisors, LLC | 28 | $1.81K | 0.00% | +28 | New |
| Hollencrest Capital Management | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 30 | $1.94K | 0.09% | +1+3.4% | Added |
| Perkins Coie Trust Co | 37 | $2.39K | 0.00% | +37 | New |
| Atlas Capital Advisors LLC | 47 | $3.04K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 48 | $3.11K | 0.00% | −3,625−98.7% | Reduced |
| Arlington Trust Co LLC | 48 | $3.11K | 0.00% | +48 | New |
| DB Wealth Management Group, LLC | 50 | $3.24K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 51 | $3.30K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 54 | $3.50K | 0.00% | +54 | New |
| Private Ocean, LLC | 60 | $3.88K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 60 | $3.88K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 85 | $5.50K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 90 | $5.83K | 0.00% | −183−67.0% | Reduced |
| Tobam | 92 | $6.00K | 0.00% | +92 | New |
| KB Financial Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 111 | $7.21K | 0.01% | +1+0.9% | Added |
| AXS Investments LLC | 117 | $7.57K | 0.00% | −296−71.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 121 | $7.83K | 0.00% | +121 | New |
| Key Financial Inc | 138 | $8.93K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 141 | $9.00K | 0.01% | +2+1.4% | Added |
| Stephenson National Bank & Trust | 140 | $9.06K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 144 | $9.32K | 0.01% | +144 | New |
| Financial Freedom, LLC | 158 | $10.2K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 165 | $10.7K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 165 | $10.7K | 0.01% | +165 | New |
| Cyrus J. Lawrence, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $12.9K | 0.01% | −198−49.7% | Reduced |
| Hoese & Co LLP | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $12.9K | 0.00% | +125+166.7% | Added |
| Milestone Investment Advisors LLC | 200 | $12.9K | 0.00% | +200 | New |
| Winch Advisory Services, LLC | 208 | $13.0K | 0.00% | +2+1.0% | Added |
| TSFG, LLC | 204 | $13.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 207 | $13.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 217 | $14.0K | 0.01% | −33−13.2% | Reduced |
| New England Capital Financial Advisors LLC | 218 | $14.1K | 0.01% | +36+19.8% | Added |
| Global Financial Private Client, LLC | 233 | $14.6K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 238 | $15.4K | 0.01% | +1+0.4% | Added |
| Belmont Capital, LLC | 238 | $15.4K | 0.01% | +2+0.8% | Added |
| Miller Wealth Advisors, LLC | 250 | $16.2K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $16.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 256 | $16.6K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $16.8K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 266 | $17.0K | 0.01% | −3−1.1% | Reduced |
| Annapolis Financial Services, LLC | 280 | $18.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 286 | $18.5K | 0.01% | +3+1.1% | Added |
| Cutler Group LP | 304 | $19.0K | 0.00% | +304 | New |
| Evermay Wealth Management LLC | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $19.4K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 314 | $20.3K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 316 | $20.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 321 | $21.0K | 0.00% | +100+45.2% | Added |
| Retirement Group, LLC | 187 | $21.1K | 0.01% | +104+125.3% | Added |
| Cedar Wealth Management, LLC | 334 | $21.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 337 | $22.0K | 0.00% | −2−0.6% | Reduced |
| FSC Wealth Advisors, LLC | 348 | $22.5K | 0.02% | +348 | New |
| Ritter Daniher Financial Advisory LLC | 350 | $22.7K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 352 | $22.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 362 | $23.0K | 0.01% | +346+2,162.5% | Added |
| Johnson Midwest Financial, LLC | 365 | $23.6K | 0.05% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 380 | $24.6K | 0.01% | −150−28.3% | Reduced |
| First Community Trust NA | 400 | $25.9K | 0.03% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 415 | $26.9K | 0.02% | +1+0.2% | Added |
| Logan Capital Management Inc | 420 | $27.2K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 428 | $27.7K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 450 | $29.1K | 0.03% | −800−64.0% | Reduced |
| Fairfield Financial Advisors, LTD | 470 | $30.4K | 0.01% | +5+1.1% | Added |
| Sanctuary Wealth Management, L.L.C. | 477 | $30.9K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 490 | $31.7K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 474 | $32.0K | 0.03% | −30−6.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $32.4K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $32.4K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 508 | $32.9K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 511 | $33.1K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 511 | $33.1K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 512 | $33.1K | 0.00% | +5+1.0% | Added |
| Thompson Siegel & Walmsley LLC | 533 | $34.0K | 0.00% | −1,750−76.7% | Reduced |
| Covestor Ltd | 531 | $34.0K | 0.03% | −32−5.7% | Reduced |
| Bell Investment Advisors, Inc | 526 | $34.0K | 0.01% | −20−3.7% | Reduced |
| Moser Wealth Advisors, LLC | 537 | $34.8K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 543 | $35.0K | 0.00% | −32−5.6% | Reduced |
| Prestige Wealth Management Group LLC | 545 | $35.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 546 | $35.4K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 548 | $35.5K | 0.00% | +548 | New |
| Halpern Financial, Inc. | 550 | $35.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 563 | $36.4K | 0.00% | +57+11.3% | Added |