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; 2,371 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 |
|---|---|---|---|---|---|
| Wills Financial Group, Inc. | 31,608 | $2.05M | 1.11% | −154−0.5% | Reduced |
| Green Square Capital Advisors LLC | 31,718 | $2.05M | 0.27% | −776−2.4% | Reduced |
| Forte Capital LLC | 31,829 | $2.06M | 0.32% | −349−1.1% | Reduced |
| Mainstay Capital Management LLC | 31,867 | $2.06M | 0.44% | +1,630+5.4% | Added |
| Coastal Bridge Advisors, LLC | 31,956 | $2.07M | 0.55% | +745+2.4% | Added |
| Johnson Investment Counsel Inc | 31,974 | $2.07M | 0.03% | +1,714+5.7% | Added |
| United Services Automobile Association | 32,017 | $2.07M | 0.05% | +5,401+20.3% | Added |
| Daymark Wealth Partners, LLC | 32,105 | $2.08M | 0.14% | +6,028+23.1% | Added |
| Consolidated Portfolio Review Corp | 32,245 | $2.09M | 0.51% | +15,000+87.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.09M | 0.00% | −4,100−11.2% | Reduced |
| Prudential PLC | 32,314 | $2.09M | 0.02% | −4,727−12.8% | Reduced |
| Hartford Financial Management Inc. | 32,447 | $2.10M | 0.54% | 00.0% | Unchanged |
| Credit Agricole S A | 32,885 | $2.13M | 0.07% | +15,330+87.3% | Added |
| Hayek Kallen Investment Management | 33,055 | $2.14M | 0.96% | −494−1.5% | Reduced |
| Dynamic Advisor Solutions LLC | 33,178 | $2.15M | 0.10% | +5,387+19.4% | Added |
| Argyle Capital Management Inc. | 33,471 | $2.17M | 0.79% | −161−0.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,530 | $2.17M | 0.16% | +1,054+3.2% | Added |
| Resources Investment Advisors, LLC. | 33,694 | $2.18M | 0.05% | +1,389+4.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 33,835 | $2.19M | 0.47% | +5,337+18.7% | Added |
| First County Bank | 34,004 | $2.20M | 1.15% | −4,584−11.9% | Reduced |
| Courier Capital LLC | 34,107 | $2.21M | 0.18% | −44−0.1% | Reduced |
| Leelyn Smith, LLC | 34,353 | $2.22M | 0.54% | +154+0.5% | Added |
| CIBC World Markets Inc. | 34,395 | $2.23M | 0.01% | −14,808−30.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,415 | $2.23M | 0.22% | +23,823+224.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,421 | $2.23M | 0.06% | +26+0.1% | Added |
| KCM Investment Advisors LLC | 34,597 | $2.24M | 0.10% | −2,082−5.7% | Reduced |
| Day & Ennis, LLC | 34,716 | $2.25M | 0.84% | −958−2.7% | Reduced |
| Merit Financial Group, LLC | 35,148 | $2.27M | 0.07% | −4,100−10.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 35,312 | $2.29M | 0.03% | −6,542−15.6% | Reduced |
| Peapack Gladstone Financial Corp | 35,439 | $2.29M | 0.04% | −496−1.4% | Reduced |
| Armor Investment Advisors, LLC | 35,623 | $2.31M | 1.37% | +1,372+4.0% | Added |
| Apollon Wealth Management, LLC | 35,823 | $2.32M | 0.12% | −4,082−10.2% | Reduced |
| Essex Financial Services, Inc. | 36,000 | $2.33M | 0.27% | +2,471+7.4% | Added |
| Everence Capital Management Inc | 36,061 | $2.33M | 0.18% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 36,229 | $2.34M | 0.53% | −244−0.7% | Reduced |
| Equitable Holdings, Inc. | 36,484 | $2.36M | 0.03% | +3,848+11.8% | Added |
| Bailard, Inc. | 36,529 | $2.36M | 0.08% | +30.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 36,788 | $2.38M | 0.19% | −2,355−6.0% | Reduced |
| Empirical Finance, LLC | 37,284 | $2.41M | 0.18% | +3,725+11.1% | Added |
| Park Avenue Securities LLC | 37,456 | $2.42M | 0.04% | +13,873+58.8% | Added |
| Quantinno Capital Management LP | 37,536 | $2.43M | 0.11% | +8,797+30.6% | Added |
| Woodmont Investment Counsel LLC | 37,551 | $2.43M | 0.26% | −795−2.1% | Reduced |
| Family Legacy, Inc. | 37,594 | $2.43M | 1.02% | −30−0.1% | Reduced |
| United Bank | 37,619 | $2.43M | 1.46% | −136−0.4% | Reduced |
| Eudaimonia Advisors LLC | 37,652 | $2.44M | 1.71% | −1,080−2.8% | Reduced |
| Norinchukin Bank, The | 37,987 | $2.46M | 0.06% | −17,458−31.5% | Reduced |
| McRae Capital Management Inc | 38,204 | $2.47M | 0.73% | −825−2.1% | Reduced |
| Rothschild Investment Corp | 38,263 | $2.48M | 0.21% | −74−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,260 | $2.48M | 0.01% | +6,626+20.9% | Added |
| GYL Financial Synergies, LLC | 38,598 | $2.50M | 0.24% | +61+0.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 38,628 | $2.50M | 1.61% | +611+1.6% | Added |
| Bokf, NA | 37,153 | $2.50M | 0.06% | +8,436+29.4% | Added |
| Cantor Fitzgerald, L. P. | 39,084 | $2.53M | 0.07% | +65+0.2% | Added |
| Lantz Financial LLC | 39,165 | $2.53M | 1.01% | −650−1.6% | Reduced |
| Sovereign Financial Group, Inc. | 39,378 | $2.55M | 0.91% | −1,291−3.2% | Reduced |
| Dearborn Partners LLC | 39,820 | $2.58M | 0.10% | −872−2.1% | Reduced |
| Brick & Kyle, Associates | 40,028 | $2.59M | 1.37% | −90.0% | Reduced |
| Los Angeles Capital Management LLC | 40,259 | $2.61M | 0.01% | +17,100+73.8% | Added |
| Clarkston Capital Partners, LLC | 40,262 | $2.61M | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 37,100 | $2.61M | 0.04% | +93+0.3% | Added |
| OneAscent Wealth Management LLC | 40,317 | $2.61M | 1.15% | +40,317 | New |
| Pettyjohn, Wood & White, Inc | 40,430 | $2.62M | 0.62% | −615−1.5% | Reduced |
| Tiaa Trust, National Association | 40,566 | $2.63M | 0.01% | +40,566 | New |
| Raleigh Capital Management Inc. | 40,814 | $2.64M | 1.35% | +1,121+2.8% | Added |
| Argent Trust Co | 41,317 | $2.67M | 0.15% | −4,268−9.4% | Reduced |
| Shorepoint Capital Partners LLC | 41,502 | $2.69M | 0.79% | +991+2.4% | Added |
| Cary Street Partner Investment Advisory LLC | 42,090 | $2.72M | 0.15% | −1,559−3.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 42,330 | $2.74M | 0.17% | +775+1.9% | Added |
| Wexford Capital LP | 42,330 | $2.74M | 0.62% | +42,330 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,106 | $2.79M | 0.32% | −1,237−2.8% | Reduced |
| Rench Wealth Management, Inc. | 43,120 | $2.79M | 1.28% | +440+1.0% | Added |
| Lakeview Capital Partners, LLC | 43,308 | $2.80M | 0.54% | −234−0.5% | Reduced |
| First Citizens Bank & Trust Co | 43,499 | $2.82M | 0.05% | −6,818−13.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 43,677 | $2.83M | 0.19% | −1,552−3.4% | Reduced |
| MTM Investment Management, LLC | 43,816 | $2.84M | 1.43% | +38+0.1% | Added |
| Miller Howard Investments Inc | 43,904 | $2.84M | 0.10% | +7,273+19.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 44,137 | $2.86M | 0.04% | −11,521−20.7% | Reduced |
| Fulton Bank, N.A. | 44,254 | $2.86M | 0.14% | +1,723+4.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 44,792 | $2.90M | 1.88% | +833+1.9% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $2.91M | 0.44% | +429+1.0% | Added |
| Hengehold Capital Management LLC | 45,077 | $2.92M | 0.38% | −42−0.1% | Reduced |
| Metropolitan Life Insurance Co | 45,120 | $2.92M | 0.15% | −2,398−5.0% | Reduced |
| Signaturefd, LLC | 45,173 | $2.92M | 0.08% | +1,462+3.3% | Added |
| Profund Advisors LLC | 45,243 | $2.93M | 0.16% | −148−0.3% | Reduced |
| Canandaigua National Bank & Trust Co | 45,450 | $2.94M | 0.48% | −690−1.5% | Reduced |
| Main Street Financial Solutions, LLC | 45,550 | $2.95M | 0.42% | +1,526+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 45,866 | $2.97M | 0.11% | −2,418−5.0% | Reduced |
| Csenge Advisory Group | 46,263 | $2.99M | 0.20% | +335+0.7% | Added |
| Weiss Asset Management LP | 46,828 | $3.03M | 0.24% | +46,828 | New |
| Wealthcare Advisory Partners LLC | 47,125 | $3.05M | 0.14% | +1,955+4.3% | Added |
| Ameritas Investment Partners, Inc. | 47,235 | $3.06M | 0.12% | +9,834+26.3% | Added |
| First National Trust Co | 47,433 | $3.07M | 0.15% | −1,631−3.3% | Reduced |
| Palisade Asset Management, LLC | 47,574 | $3.08M | 0.37% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 47,822 | $3.10M | 1.07% | −5,910−11.0% | Reduced |
| Putnam Investments LLC | 47,855 | $3.10M | 0.00% | +3,692+8.4% | Added |
| Greatmark Investment Partners, Inc. | 47,883 | $3.10M | 0.55% | +2,851+6.3% | Added |
| Prime Capital Investment Advisors, LLC | 48,027 | $3.11M | 0.06% | +10,695+28.6% | Added |
| Advisor Partners II, LLC | 48,157 | $3.12M | 0.12% | −4,862−9.2% | Reduced |
| Glenmede Trust Co NA | 48,375 | $3.13M | 0.02% | −13,508−21.8% | Reduced |
| Laurel Wealth Advisors LLC | 48,752 | $3.16M | 0.67% | −3,795−7.2% | Reduced |