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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Marino, Stram & Associates LLC | 12,117 | $784.2K | 0.23% | −21−0.2% | Reduced |
| Blue Fin Capital, Inc. | 12,129 | $785.0K | 0.23% | −356−2.9% | Reduced |
| Community Bank of Raymore | 12,150 | $786.3K | 0.37% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 12,166 | $787.4K | 0.26% | −719−5.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,204 | $789.8K | 0.02% | +12,204 | New |
| Edge Capital Group, LLC | 12,244 | $792.4K | 0.05% | −94,330−88.5% | Reduced |
| Man Group plc | – | $795.0K | 0.00% | – | – |
| Cornerstone Management, Inc. | 12,287 | $795.2K | 0.21% | −49−0.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,439 | $805.1K | 0.02% | −2,850−18.6% | Reduced |
| Valeo Financial Advisors, LLC | 12,440 | $805.1K | 0.04% | −1,514−10.8% | Reduced |
| Keudell/Morrison Wealth Management | 12,455 | $806.1K | 0.25% | −285−2.2% | Reduced |
| Aigen Investment Management, LP | 12,482 | $807.8K | 0.15% | +12,482 | New |
| Valmark Advisers, Inc. | 12,498 | $808.9K | 0.02% | +22+0.2% | Added |
| RS Crum Inc. | 12,502 | $809.1K | 0.29% | +719+6.1% | Added |
| Rollins Financial | 12,524 | $810.6K | 0.20% | −1,269−9.2% | Reduced |
| Summit Global Investments | 12,531 | $811.0K | 0.05% | +833+7.1% | Added |
| Virtue Capital Management, LLC | 11,336 | $812.6K | 0.14% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 12,585 | $814.5K | 0.40% | +60+0.5% | Added |
| Coastline Trust Co | 12,600 | $815.5K | 0.12% | −597−4.5% | Reduced |
| Brighton Jones LLC | 12,641 | $818.1K | 0.04% | +1,694+15.5% | Added |
| Symphony Financial, Ltd. Co. | 13,049 | $819.0K | 0.20% | +227+1.8% | Added |
| Concord Asset Management, LLC | 12,681 | $820.7K | 0.28% | +3,628+40.1% | Added |
| Colony Group LLC | 12,741 | $825.0K | 0.01% | −3,964−23.7% | Reduced |
| ForthRight Wealth Management, LLC | 12,784 | $827.4K | 0.36% | +87+0.7% | Added |
| Confluence Wealth Services, Inc. | 12,838 | $830.8K | 0.16% | +545+4.4% | Added |
| Ashton Thomas Private Wealth, LLC | 12,842 | $831.1K | 0.06% | −1,097−7.9% | Reduced |
| Koshinski Asset Management, Inc. | 12,904 | $835.2K | 0.10% | −2,623−16.9% | Reduced |
| Widmann Financial Services, Inc. | 12,905 | $835.2K | 0.83% | +40+0.3% | Added |
| Grimes & Company, Inc. | 12,928 | $836.7K | 0.03% | −47−0.4% | Reduced |
| Kovack Advisors, Inc. | 12,967 | $839.2K | 0.12% | −16−0.1% | Reduced |
| Meridian Wealth Management, LLC | 13,013 | $842.2K | 0.05% | −2,712−17.2% | Reduced |
| Golden State Equity Partners | 13,052 | $844.7K | 0.24% | +268+2.1% | Added |
| Park Place Capital Corp | 13,106 | $848.2K | 0.25% | −101−0.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 13,281 | $860.0K | 0.56% | +482+3.8% | Added |
| Qtron Investments LLC | 13,312 | $861.6K | 0.16% | +3,118+30.6% | Added |
| Wright Investors Service Inc | 13,338 | $863.2K | 0.25% | −636−4.6% | Reduced |
| Country Club Bank | 13,280 | $864.1K | 0.07% | −175−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 13,504 | $873.9K | 0.08% | +482+3.7% | Added |
| Steel Peak Wealth Management LLC | 13,513 | $874.6K | 0.06% | +8,465+167.7% | Added |
| Lazard Asset Management LLC | 13,599 | $880.0K | 0.00% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 12,923 | $880.0K | 0.33% | −11,153−46.3% | Reduced |
| Intrust Bank NA | 13,598 | $880.1K | 0.11% | +1,019+8.1% | Added |
| United Bank | 13,600 | $880.2K | 0.12% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 13,624 | $881.7K | 0.01% | −31−0.2% | Reduced |
| Columbia Asset Management | 13,639 | $883.0K | 0.20% | +405+3.1% | Added |
| LVZ Advisors, Inc. | 13,667 | $884.5K | 0.14% | −340−2.4% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $884.5K | 0.39% | 00.0% | Unchanged |
| Americana Partners, LLC | 13,809 | $886.3K | 0.10% | −4,806−25.8% | Reduced |
| Silver Oak Securities, Inc | 13,730 | $888.6K | 0.19% | +486+3.7% | Added |
| West Bancorporation Inc | 13,820 | $894.4K | 0.63% | −2,000−12.6% | Reduced |
| Integrated Advisors Network LLC | 13,854 | $896.6K | 0.06% | −348−2.5% | Reduced |
| Red Door Wealth Management, LLC | 13,888 | $898.8K | 0.23% | +69+0.5% | Added |
| Evercore Wealth Management, LLC | 13,915 | $900.6K | 0.02% | −1,225−8.1% | Reduced |
| SignalPoint Asset Management, LLC | 13,921 | $901.0K | 0.29% | −306−2.2% | Reduced |
| Ci Investments Inc. | 13,941 | $902.0K | 0.01% | −149−1.1% | Reduced |
| Columbus Macro, LLC | 13,943 | $902.4K | 0.38% | −696−4.8% | Reduced |
| Meeder Advisory Services, Inc. | 13,994 | $905.7K | 0.11% | −2,113−13.1% | Reduced |
| Global Retirement Partners, LLC | 14,037 | $907.1K | 0.05% | −2,408−14.6% | Reduced |
| Earnest Partners LLC | 14,079 | $911.2K | 0.01% | −6,142−30.4% | Reduced |
| EverSource Wealth Advisors, LLC | 14,080 | $911.2K | 0.10% | +329+2.4% | Added |
| White Lighthouse Investment Management Inc. | 14,085 | $911.6K | 0.22% | −9−0.1% | Reduced |
| NovaPoint Capital, LLC | 14,140 | $915.1K | 0.36% | −282−2.0% | Reduced |
| Mastrapasqua Asset Management Inc | 14,170 | $917.1K | 0.11% | +50+0.4% | Added |
| Chatham Capital Group, Inc. | 14,193 | $918.6K | 0.21% | 00.0% | Unchanged |
| Ti-Trust, Inc | 14,210 | $919.7K | 0.88% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 14,263 | $923.0K | 0.41% | +1,334+10.3% | Added |
| Stableford Capital II LLC | 13,757 | $923.9K | 0.43% | +745+5.7% | Added |
| Chemung Canal Trust Co | 14,300 | $925.5K | 0.21% | −95−0.7% | Reduced |
| Burney Co | 14,364 | $929.7K | 0.04% | +601+4.4% | Added |
| RDA Financial Network | 14,370 | $930.0K | 0.40% | +587+4.3% | Added |
| Berkeley Capital Partners, LLC | 14,495 | $938.1K | 0.34% | −22−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,245 | $938.2K | 0.16% | +2,633+57.1% | Added |
| Coastal Investment Advisors, Inc. | 13,412 | $942.2K | 0.22% | −200−1.5% | Reduced |
| Diversified Trust Co | 14,582 | $943.7K | 0.04% | +190+1.3% | Added |
| Cape Investment Advisory, Inc. | 14,602 | $945.0K | 0.54% | +4,375+42.8% | Added |
| LMG Wealth Partners, LLC | 14,729 | $953.3K | 0.29% | +2,321+18.7% | Added |
| Change Path, LLC | 14,780 | $957.0K | 0.07% | −5,459−27.0% | Reduced |
| Personal Cfo Solutions, LLC | 14,894 | $964.0K | 0.19% | +18+0.1% | Added |
| Guardian Investment Management | 14,910 | $965.0K | 0.88% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 14,930 | $966.3K | 0.54% | −1,639−9.9% | Reduced |
| Sheets Smith Wealth Management | 15,043 | $973.6K | 0.15% | +303+2.1% | Added |
| Highline Wealth Partners LLC | 15,061 | $974.7K | 0.60% | 00.0% | Unchanged |
| Bank Ozk | 15,075 | $975.7K | 0.54% | −325−2.1% | Reduced |
| Patton Albertson Miller Group, LLC | 15,158 | $981.0K | 0.19% | −438−2.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 15,214 | $984.6K | 0.11% | −1,109−6.8% | Reduced |
| We Are One Seven, LLC | 15,336 | $992.5K | 0.08% | +96+0.6% | Added |
| Assetmark, Inc | 15,338 | $992.7K | 0.00% | +2,039+15.3% | Added |
| Edgestream Partners, L.P. | 15,466 | $1.00M | 0.08% | +15,466 | New |
| Powers Advisory Group, LLC | 15,497 | $1.00M | 0.68% | +107+0.7% | Added |
| Rowland & Co Investment Counsel | 15,505 | $1.00M | 0.25% | +16+0.1% | Added |
| Landscape Capital Management, L.L.C. | 15,575 | $1.01M | 0.13% | +15,575 | New |
| Fund Management at Engine No. 1 LLC | 15,594 | $1.01M | 0.16% | +1,401+9.9% | Added |
| Vident Advisory, LLC | 15,684 | $1.02M | 0.03% | +15,684 | New |
| L.M. Kohn & Company | 15,741 | $1.02M | 0.37% | +793+5.3% | Added |
| Naviter Wealth, LLC | 15,859 | $1.03M | 0.25% | +1,046+7.1% | Added |
| First United Bank Trust | 16,038 | $1.04M | 0.48% | +1,205+8.1% | Added |
| Asset Advisors Investment Management, LLC | 16,059 | $1.04M | 0.14% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 16,072 | $1.04M | 0.21% | +1,503+10.3% | Added |
| Connectus Wealth, LLC | 16,066 | $1.04M | 0.02% | +4,318+36.8% | Added |
| Gleason Group, Inc. | 16,098 | $1.04M | 0.27% | +169+1.1% | Added |