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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 21,700 | $1.40M | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 21,800 | $1.41M | 0.06% | 00.0% | Unchanged |
| Old North State Trust, LLC | 21,861 | $1.42M | 1.10% | −62−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 21,896 | $1.42M | 0.06% | −1,500−6.4% | Reduced |
| HF Advisory Group, LLC | 22,026 | $1.43M | 1.06% | +1,730+8.5% | Added |
| ZWJ Investment Counsel Inc | 22,053 | $1.43M | 0.08% | −560−2.5% | Reduced |
| Family Management Corp | 22,284 | $1.44M | 0.33% | −221−1.0% | Reduced |
| Sumitomo Life Insurance Co | 22,329 | $1.45M | 0.04% | −290−1.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,338 | $1.45M | 0.35% | +3,148+16.4% | Added |
| Dynamic Technology Lab Private Ltd | 22,536 | $1.46M | 0.15% | +22,536 | New |
| Private Trust Co NA | 22,548 | $1.46M | 0.19% | −236−1.0% | Reduced |
| Consolidated Planning Corp | 22,593 | $1.46M | 0.32% | +1,526+7.2% | Added |
| Linden Thomas Advisory Services, LLC | 22,664 | $1.47M | 0.33% | −685−2.9% | Reduced |
| IFP Advisors, Inc | 22,757 | $1.47M | 0.07% | +3,465+18.0% | Added |
| Trust Co of Vermont | 22,778 | $1.47M | 0.10% | +392+1.8% | Added |
| Regent Peak Wealth Advisors LLC | 22,914 | $1.48M | 0.45% | −45−0.2% | Reduced |
| Allworth Financial LP | 23,200 | $1.50M | 0.01% | −1,431−5.8% | Reduced |
| Brown Brothers Harriman & Co | 23,345 | $1.51M | 0.01% | −1,700−6.8% | Reduced |
| Holderness Investments Co | 23,363 | $1.51M | 0.59% | +30.0% | Added |
| J.W. Cole Advisors, Inc. | 23,375 | $1.51M | 0.11% | −326−1.4% | Reduced |
| Peoples Financial Services Corp. | 23,582 | $1.53M | 0.72% | −100−0.4% | Reduced |
| Veriti Management LLC | 23,593 | $1.53M | 0.17% | +358+1.5% | Added |
| Capstone Investment Advisors, LLC | 23,609 | $1.53M | 0.04% | +20,159+584.3% | Added |
| Equitable Trust Co | 23,761 | $1.54M | 0.13% | +5,030+26.9% | Added |
| Geneos Wealth Management Inc. | 23,782 | $1.54M | 0.08% | +52+0.2% | Added |
| Strategic Blueprint, LLC | 23,783 | $1.54M | 0.14% | +1,212+5.4% | Added |
| King Luther Capital Management Corp | 23,953 | $1.55M | 0.01% | +7,424+44.9% | Added |
| Assenagon Asset Management S.A. | 24,117 | $1.56M | 0.01% | −67,692−73.7% | Reduced |
| TrueWealth Advisors, LLC | 24,129 | $1.56M | 0.66% | +518+2.2% | Added |
| Waters Parkerson & Co., LLC | 24,228 | $1.57M | 0.09% | −700−2.8% | Reduced |
| Citizens National Bank Trust Department | 24,256 | $1.57M | 0.43% | −115−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 24,265 | $1.57M | 0.04% | −970−3.8% | Reduced |
| Claro Advisors LLC | 24,350 | $1.58M | 0.39% | +1,610+7.1% | Added |
| Sawtooth Solutions, LLC | 24,396 | $1.58M | 0.05% | −16,709−40.6% | Reduced |
| Bleakley Financial Group, LLC | 24,396 | $1.58M | 0.06% | −7,166−22.7% | Reduced |
| Stock Yards Bank & Trust Co | 24,574 | $1.59M | 0.06% | −1,219−4.7% | Reduced |
| NTV Asset Management LLC | 24,661 | $1.60M | 0.29% | −871−3.4% | Reduced |
| Ascent Wealth Partners, LLC | 24,750 | $1.60M | 0.30% | +1,393+6.0% | Added |
| Private Advisory Group LLC | 24,770 | $1.60M | 0.32% | −692−2.7% | Reduced |
| Stolper Co | 24,796 | $1.60M | 0.70% | +467+1.9% | Added |
| IHT Wealth Management, LLC | 24,988 | $1.62M | 0.08% | +748+3.1% | Added |
| NBT Bank N A | 24,996 | $1.62M | 0.16% | −300−1.2% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.62M | 0.18% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 25,040 | $1.62M | 0.16% | −34,141−57.7% | Reduced |
| Asset Dedication, LLC | 25,127 | $1.63M | 0.14% | +773+3.2% | Added |
| Keene & Associates, Inc. | 25,333 | $1.64M | 1.32% | +258+1.0% | Added |
| Mutual Advisors, LLC | 25,352 | $1.64M | 0.06% | +1,434+6.0% | Added |
| Old Port Advisors | 25,655 | $1.66M | 0.60% | +25,655 | New |
| Azimuth Capital Investment Management LLC | 25,660 | $1.66M | 0.08% | −55−0.2% | Reduced |
| John G Ullman & Associates Inc | 25,700 | $1.66M | 0.27% | −100−0.4% | Reduced |
| Capital Square, LLC | 24,996 | $1.66M | 2.24% | +197+0.8% | Added |
| Nepsis, Inc. | 25,762 | $1.67M | 0.51% | −316−1.2% | Reduced |
| Great Valley Advisor Group, Inc. | 26,096 | $1.69M | 0.07% | +903+3.6% | Added |
| Mitchell Sinkler & Starr | 26,243 | $1.70M | 0.52% | +8,140+45.0% | Added |
| Cullen/Frost Bankers, Inc. | 26,485 | $1.71M | 0.03% | −1,520−5.4% | Reduced |
| Essex LLC | 26,533 | $1.72M | 0.48% | −138−0.5% | Reduced |
| 1832 Asset Management L.P. | 26,840 | $1.74M | 0.00% | −1,013−3.6% | Reduced |
| TFG Advisers LLC | 26,894 | $1.74M | 0.82% | +108+0.4% | Added |
| Te Ahumairangi Investment Management Ltd | 26,936 | $1.74M | 0.28% | −14,130−34.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 26,983 | $1.75M | 0.02% | −521−1.9% | Reduced |
| Harbour Investments, Inc. | 27,084 | $1.75M | 0.09% | +493+1.9% | Added |
| Regal Investment Advisors LLC | 27,194 | $1.76M | 0.15% | −769−2.8% | Reduced |
| Adalta Capital Management LLC | 27,261 | $1.76M | 1.20% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 27,635 | $1.77M | 0.19% | +25+0.1% | Added |
| MAI Capital Management | 27,552 | $1.78M | 0.03% | +6,250+29.3% | Added |
| Snowden Capital Advisors LLC | 27,588 | $1.79M | 0.08% | −2,683−8.9% | Reduced |
| Diversified, LLC | 27,817 | $1.80M | 0.47% | +200+0.7% | Added |
| D L Carlson Investment Group Inc | 28,059 | $1.82M | 0.37% | −11,424−28.9% | Reduced |
| First City Capital Management, Inc. | 28,127 | $1.82M | 1.14% | −150−0.5% | Reduced |
| FAI Wealth Management | 28,205 | $1.83M | 2.80% | −19,896−41.4% | Reduced |
| Huber Capital Management LLC | 28,300 | $1.83M | 0.43% | +28,300 | New |
| Imprint Wealth LLC | 28,328 | $1.83M | 1.55% | +579+2.1% | Added |
| Greenleaf Trust | 28,365 | $1.84M | 0.02% | −612−2.1% | Reduced |
| Kavar Capital Partners Group, LLC | 28,502 | $1.84M | 0.40% | −981−3.3% | Reduced |
| Proequities, Inc. | 28,524 | $1.85M | 0.14% | +2,038+7.7% | Added |
| Kingsview Wealth Management, LLC | 28,553 | $1.85M | 0.07% | +15+0.1% | Added |
| Moody National Bank Trust Division | 28,638 | $1.85M | 0.12% | +388+1.4% | Added |
| Hancock Whitney Corp | 28,682 | $1.86M | 0.08% | −2,223−7.2% | Reduced |
| Shell Asset Management Co | 28,706 | $1.86M | 0.08% | −4,160−12.7% | Reduced |
| Jacobi Capital Management LLC | 28,755 | $1.86M | 0.21% | +433+1.5% | Added |
| Portman Square Capital LLP | 28,767 | $1.86M | 0.26% | +2,475+9.4% | Added |
| Verdence Capital Advisors LLC | 28,892 | $1.87M | 0.20% | +4,464+18.3% | Added |
| Vectors Research Management, LLC | 32,917 | $1.88M | 0.61% | +38+0.1% | Added |
| Venture Visionary Partners LLC | 29,614 | $1.92M | 0.12% | +341+1.2% | Added |
| Sowell Financial Services LLC | 29,614 | $1.92M | 0.12% | −3,974−11.8% | Reduced |
| Texas Yale Capital Corp. | 29,705 | $1.92M | 0.09% | +425+1.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,775 | $1.93M | 0.25% | −959−3.1% | Reduced |
| Calamos Wealth Management LLC | 29,884 | $1.93M | 0.15% | +98+0.3% | Added |
| Bank of Hawaii | 29,974 | $1.94M | 0.11% | +1,206+4.2% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $1.94M | 0.10% | 00.0% | Unchanged |
| South State Corp. | 30,213 | $1.96M | 0.19% | +398+1.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 30,586 | $1.98M | 0.20% | +225+0.7% | Added |
| Squarepoint Ops LLC | 30,598 | $1.98M | 0.01% | −56,237−64.8% | Reduced |
| Mechanics Bank Trust Department | 30,820 | $1.99M | 0.33% | −75−0.2% | Reduced |
| Robbins Farley LLC | 30,976 | $2.00M | 1.42% | +3,307+12.0% | Added |
| Donaldson Capital Management, LLC | 31,174 | $2.02M | 0.10% | −559,956−94.7% | Reduced |
| United Community Bank | 31,407 | $2.03M | 1.00% | +7,697+32.5% | Added |
| Centaurus Financial, Inc. | 31,467 | $2.04M | 0.18% | −7,218−18.7% | Reduced |
| Brown Advisory Inc | 31,481 | $2.04M | 0.00% | −396−1.2% | Reduced |
| Private Asset Management Inc | 31,570 | $2.04M | 0.48% | −4,635−12.8% | Reduced |