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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 16,165 | $1.05M | 0.29% | −140−0.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,172 | $1.05M | 0.46% | −115−0.7% | Reduced |
| Busey Wealth Management | 16,236 | $1.05M | 0.04% | −1,576−8.8% | Reduced |
| Boston Private Wealth LLC | 16,287 | $1.05M | 0.02% | −2,561−13.6% | Reduced |
| Marshall Wace, LLP | 16,300 | $1.05M | 0.00% | +16,300 | New |
| Pacific Wealth Strategies Group, Inc. | 16,306 | $1.06M | 1.11% | +7,005+75.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,361 | $1.06M | 0.31% | −341−2.0% | Reduced |
| Griffin Asset Management, Inc. | 16,428 | $1.06M | 0.15% | −799−4.6% | Reduced |
| Focus Financial Network, Inc. | 16,504 | $1.07M | 0.06% | +579+3.6% | Added |
| Aviva PLC | 16,572 | $1.07M | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 16,585 | $1.07M | 0.09% | −54−0.3% | Reduced |
| Hills Bank & Trust Co | 16,652 | $1.08M | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 16,658 | $1.08M | 0.04% | +8,176+96.4% | Added |
| StrategIQ Financial Group, LLC | 16,676 | $1.08M | 0.12% | −62−0.4% | Reduced |
| CAPROCK Group, Inc. | 16,688 | $1.08M | 0.08% | +177+1.1% | Added |
| Archford Capital Strategies, LLC | 16,764 | $1.08M | 0.22% | +3,380+25.3% | Added |
| Bard Financial Services, Inc. | 16,835 | $1.09M | 0.13% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.09M | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,861 | $1.09M | 0.11% | −310−1.8% | Reduced |
| DMG Group, LLC | 16,935 | $1.10M | 1.11% | +655+4.0% | Added |
| Pacitti Group Inc. | 16,974 | $1.10M | 0.77% | +448+2.7% | Added |
| HHM Wealth Advisors, LLC | 16,997 | $1.10M | 0.21% | −1,063−5.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.10M | 0.17% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 17,011 | $1.10M | 0.19% | −6,194−26.7% | Reduced |
| Centennial Bank | 17,129 | $1.11M | 0.77% | −124−0.7% | Reduced |
| Sandy Spring Bank | 17,278 | $1.12M | 0.06% | −522−2.9% | Reduced |
| Derbend Asset Management | 17,320 | $1.12M | 0.76% | −502−2.8% | Reduced |
| Westpac Banking Corp | 17,368 | $1.12M | 0.08% | −100−0.6% | Reduced |
| Bristlecone Advisors, LLC | 17,382 | $1.12M | 0.13% | +447+2.6% | Added |
| Accurate Wealth Management, LLC | 16,795 | $1.13M | 0.35% | +4,525+36.9% | Added |
| Trustco Bank Corp N Y | 17,418 | $1.13M | 1.28% | −105−0.6% | Reduced |
| Adirondack Trust Co | 17,448 | $1.13M | 0.56% | −225−1.3% | Reduced |
| Delta Asset Management LLC | 17,486 | $1.13M | 0.12% | +335+2.0% | Added |
| Mystic Asset Management, Inc. | 17,606 | $1.14M | 0.64% | +40+0.2% | Added |
| Segall Bryant & Hamill, LLC | 17,613 | $1.14M | 0.01% | −401−2.2% | Reduced |
| Nilsine Partners, LLC | 17,629 | $1.14M | 0.17% | −412−2.3% | Reduced |
| Means Investment Co., Inc. | 17,683 | $1.14M | 0.19% | −483−2.7% | Reduced |
| Benedict Financial Advisors Inc | 17,728 | $1.15M | 0.33% | −50.0% | Reduced |
| ICW Investment Advisors LLC | 17,738 | $1.15M | 0.62% | +466+2.7% | Added |
| CapWealth Advisors, LLC | 17,785 | $1.15M | 0.15% | −2,022−10.2% | Reduced |
| Wealth Alliance | 18,057 | $1.17M | 0.18% | +568+3.2% | Added |
| Woodstock Corp | 18,088 | $1.17M | 0.15% | −865−4.6% | Reduced |
| Monte Financial Group, LLC | 18,124 | $1.17M | 0.59% | −100−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,130 | $1.17M | 0.17% | +37+0.2% | Added |
| Abbrea Capital, LLC | 18,177 | $1.18M | 0.19% | −280−1.5% | Reduced |
| GeoWealth Management, LLC | 18,186 | $1.18M | 0.13% | +18,112+24,475.7% | Added |
| Western Wealth Management, LLC | 18,215 | $1.18M | 0.10% | +2,148+13.4% | Added |
| SWAN Capital LLC | 18,248 | $1.18M | 0.94% | +18,248 | New |
| Empowered Funds, LLC | 18,328 | $1.19M | 0.03% | −536−2.8% | Reduced |
| High Net Worth Advisory Group LLC | 18,354 | $1.19M | 0.48% | −678−3.6% | Reduced |
| Reuter James Wealth Management, LLC | 18,476 | $1.20M | 0.90% | −15−0.1% | Reduced |
| Mather Group, LLC. | 18,499 | $1.20M | 0.02% | −849−4.4% | Reduced |
| Salem Investment Counselors Inc | 18,819 | $1.22M | 0.05% | −75−0.4% | Reduced |
| Grove Bank & Trust | 18,845 | $1.22M | 0.25% | +658+3.6% | Added |
| Spreng Capital Management, Inc. | 18,945 | $1.23M | 0.90% | −335−1.7% | Reduced |
| Creative Financial Designs Inc | 18,997 | $1.23M | 0.14% | −1,098−5.5% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.23M | 0.25% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 19,073 | $1.23M | 0.28% | −89−0.5% | Reduced |
| Old National Bancorp | 19,101 | $1.24M | 0.04% | −409−2.1% | Reduced |
| International Assets Investment Management, LLC | 18,732 | $1.24M | 0.17% | +2,095+12.6% | Added |
| D. E. Shaw & Co., Inc. | 19,205 | $1.24M | 0.00% | −13,474−41.2% | Reduced |
| Islay Capital Management, LLC | 19,254 | $1.25M | 1.07% | −271−1.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,306 | $1.25M | 0.94% | −200−1.0% | Reduced |
| Wedbush Securities Inc | 19,373 | $1.25M | 0.06% | +608+3.2% | Added |
| Romano Brothers and Company | 19,404 | $1.26M | 0.20% | −99−0.5% | Reduced |
| Adviser Investments LLC | 19,441 | $1.26M | 0.03% | +12,246+170.2% | Added |
| Ignite Planners, LLC | 19,516 | $1.26M | 0.38% | +399+2.1% | Added |
| Philadelphia Trust Co | 19,545 | $1.26M | 0.13% | +2,355+13.7% | Added |
| FinTrust Capital Advisors, LLC | 19,623 | $1.27M | 0.28% | +5,548+39.4% | Added |
| SeaCrest Wealth Management, LLC | 19,684 | $1.27M | 0.17% | +438+2.3% | Added |
| Stokes Family Office, LLC | 19,750 | $1.28M | 0.15% | −182−0.9% | Reduced |
| MSH Capital Advisors LLC | 19,776 | $1.28M | 0.50% | −742−3.6% | Reduced |
| Good Life Advisors, LLC | 19,807 | $1.28M | 0.15% | +247+1.3% | Added |
| Ethic Inc. | 19,879 | $1.29M | 0.05% | −743−3.6% | Reduced |
| Wetherby Asset Management Inc | 19,983 | $1.29M | 0.07% | −1,414−6.6% | Reduced |
| Canal Insurance CO | 20,000 | $1.29M | 0.37% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 20,060 | $1.30M | 0.13% | +547+2.8% | Added |
| Mayfair Advisory Group, LLC | 19,591 | $1.30M | 1.26% | +19+0.1% | Added |
| CWS Financial Advisors, LLC | 20,116 | $1.30M | 0.52% | −237−1.2% | Reduced |
| Sculati Wealth Management, LLC | 20,215 | $1.31M | 0.67% | −3,110−13.3% | Reduced |
| BTG Pactual Global Asset Management Ltd | 20,366 | $1.32M | 0.75% | +20,366 | New |
| Patten & Patten Inc | 20,586 | $1.33M | 0.12% | +397+2.0% | Added |
| Parsons Capital Management Inc | 20,653 | $1.34M | 0.11% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 20,687 | $1.34M | 0.35% | 00.0% | Unchanged |
| Concord Wealth Partners | 20,697 | $1.34M | 0.28% | +2,644+14.6% | Added |
| Wellington Shields & Co., LLC | 20,746 | $1.34M | 0.34% | +5,521+36.3% | Added |
| Hilltop Holdings Inc. | 20,749 | $1.34M | 0.17% | +547+2.7% | Added |
| Farmers National Bank | 20,809 | $1.35M | 0.47% | −301−1.4% | Reduced |
| Glenview Trust Co | 20,869 | $1.35M | 0.04% | +7,843+60.2% | Added |
| Burns J W & Co Inc | 20,880 | $1.35M | 0.22% | −675−3.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 20,967 | $1.36M | 0.10% | −344−1.6% | Reduced |
| Toroso Investments, LLC | 20,971 | $1.36M | 0.04% | +1,591+8.2% | Added |
| Southeast Asset Advisors Inc. | 20,985 | $1.36M | 0.19% | −186−0.9% | Reduced |
| RFP Financial Group LLC | 21,087 | $1.36M | 0.60% | −1,435−6.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,302 | $1.38M | 0.49% | +19+0.1% | Added |
| Advisors Capital Management, LLC | 21,376 | $1.38M | 0.04% | +14,103+193.9% | Added |
| Smith, Moore & Co. | 21,426 | $1.39M | 0.18% | +72+0.3% | Added |
| Northern Oak Wealth Management Inc | 21,467 | $1.39M | 0.17% | +291+1.4% | Added |
| Harbor Capital Advisors, Inc. | 21,640 | $1.40M | 0.30% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 21,672 | $1.40M | 0.02% | −304−1.4% | Reduced |