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 |
|---|---|---|---|---|---|
| All Terrain Financial Advisors, LLC | 49,082 | $3.18M | 1.61% | +774+1.6% | Added |
| Sugarloaf Wealth Management, LLC | 49,259 | $3.19M | 0.81% | −2,903−5.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 50,049 | $3.24M | 0.11% | +215+0.4% | Added |
| Lincoln National Corp | 50,552 | $3.27M | 0.07% | −250.0% | Reduced |
| Natixis | 50,757 | $3.28M | 0.03% | +18,244+56.1% | Added |
| Steward Partners Investment Advisory, LLC | 51,582 | $3.34M | 0.05% | −4,804−8.5% | Reduced |
| Money Concepts Capital Corp | 51,747 | $3.35M | 0.35% | −13,570−20.8% | Reduced |
| American Trust Investment Advisors, LLC | 52,145 | $3.37M | 1.86% | +52,145 | New |
| Nordea Investment Management AB | 51,845 | $3.38M | 0.00% | −840−1.6% | Reduced |
| Oakworth Capital, Inc. | 53,318 | $3.45M | 0.31% | −2,612−4.7% | Reduced |
| Stratos Wealth Advisors, LLC | 53,761 | $3.48M | 0.23% | −5,927−9.9% | Reduced |
| Wesbanco Bank Inc | 53,999 | $3.49M | 0.15% | −190.0% | Reduced |
| Richard Bernstein Advisors LLC | 54,039 | $3.50M | 0.08% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 54,097 | $3.50M | 0.03% | +31,692+141.5% | Added |
| Sequoia Financial Advisors, LLC | 54,479 | $3.53M | 0.06% | −1,159−2.1% | Reduced |
| Buckhead Capital Management LLC | 54,745 | $3.54M | 1.47% | −66,027−54.7% | Reduced |
| StoneX Group Inc. | 54,878 | $3.55M | 0.38% | +2,793+5.4% | Added |
| Cresset Asset Management, LLC | 55,023 | $3.56M | 0.02% | +6,259+12.8% | Added |
| Simmons Bank | 55,050 | $3.56M | 0.32% | −2,026−3.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 55,524 | $3.59M | 0.17% | +28,055+102.1% | Added |
| Kestra Private Wealth Services, LLC | 56,038 | $3.63M | 0.11% | +8,246+17.3% | Added |
| New Mexico Educational Retirement Board | 56,687 | $3.67M | 0.16% | +3,800+7.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 56,749 | $3.67M | 1.03% | +337+0.6% | Added |
| First Bank & Trust | 57,940 | $3.75M | 0.98% | +875+1.5% | Added |
| Integrated Wealth Concepts LLC | 58,026 | $3.76M | 0.07% | +3,208+5.9% | Added |
| Pathway Financial Advisers, LLC | 58,474 | $3.78M | 1.56% | +58,474 | New |
| Shelton Capital Management | 59,275 | $3.84M | 0.14% | +11,411+23.8% | Added |
| Ieq Capital, LLC | 59,629 | $3.86M | 0.08% | +1,758+3.0% | Added |
| Bridge Creek Capital Management LLC | 59,871 | $3.87M | 1.47% | +195+0.3% | Added |
| TD Private Client Wealth LLC | 59,958 | $3.88M | 0.17% | −5,198−8.0% | Reduced |
| CIBC World Markets Corp | 60,192 | $3.90M | 0.04% | −67,589−52.9% | Reduced |
| NBC Securities, Inc. | 60,303 | $3.90M | 0.43% | +60,303 | New |
| Clearbridge Investments, LLC | 61,050 | $3.95M | 0.00% | −942−1.5% | Reduced |
| Cornerstone Wealth Group, LLC | 61,146 | $3.96M | 0.70% | +579+1.0% | Added |
| Montag A & Associates Inc | 61,518 | $3.98M | 0.25% | +579+1.0% | Added |
| City Holding Co | 61,913 | $4.01M | 0.71% | +1,821+3.0% | Added |
| Foundations Investment Advisors, LLC | 61,926 | $4.01M | 0.12% | +1,977+3.3% | Added |
| Virginia Wealth Management Group, Inc. | 61,974 | $4.01M | 2.71% | +633+1.0% | Added |
| Birmingham Capital Management Co Inc | 62,400 | $4.04M | 1.67% | +6,800+12.2% | Added |
| Stratos Wealth Partners, LTD. | 62,563 | $4.05M | 0.09% | +108+0.2% | Added |
| Savant Capital, LLC | 63,246 | $4.09M | 0.06% | +3,359+5.6% | Added |
| Schnieders Capital Management LLC | 63,389 | $4.10M | 0.92% | −1,606−2.5% | Reduced |
| Shilanski & Associates, Inc. | 63,495 | $4.11M | 1.68% | +1,811+2.9% | Added |
| Sigma Planning Corp | 63,896 | $4.14M | 0.16% | +1,122+1.8% | Added |
| Goelzer Investment Management, Inc. | 64,518 | $4.18M | 0.29% | −2,120−3.2% | Reduced |
| Level Four Advisory Services, LLC | 64,553 | $4.18M | 0.27% | −7,098−9.9% | Reduced |
| Baugh & Associates, LLC | 65,066 | $4.21M | 2.63% | +2,092+3.3% | Added |
| Metis Global Partners, LLC | 65,095 | $4.21M | 0.20% | +8,274+14.6% | Added |
| Coldstream Capital Management Inc | 65,943 | $4.27M | 0.14% | −717−1.1% | Reduced |
| Ellsworth Advisors, LLC | 64,484 | $4.28M | 1.52% | +638+1.0% | Added |
| Prospera Financial Services Inc | 66,334 | $4.29M | 0.17% | −7,939−10.7% | Reduced |
| Moors & Cabot, Inc. | 66,499 | $4.30M | 0.29% | −205−0.3% | Reduced |
| Advisors Asset Management, Inc. | 66,960 | $4.33M | 0.09% | −6,129−8.4% | Reduced |
| Am Investment Strategies LLC | 67,095 | $4.34M | 1.41% | +51,333+325.7% | Added |
| Intact Investment Management Inc. | 67,200 | $4.35M | 0.19% | −56,600−45.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 64,260 | $4.37M | 1.55% | +3,481+5.7% | Added |
| Louisiana State Employees Retirement System | 67,600 | $4.38M | 0.10% | +100+0.1% | Added |
| Coston, McIsaac & Partners | 67,917 | $4.39M | 1.67% | +4,117+6.5% | Added |
| Brookstone Capital Management | 66,713 | $4.43M | 0.10% | +2,342+3.6% | Added |
| Pacer Advisors, Inc. | 68,654 | $4.44M | 0.02% | +1,713+2.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 68,749 | $4.45M | 1.31% | +5,334+8.4% | Added |
| Panagora Asset Management Inc | 68,935 | $4.46M | 0.03% | +140.0% | Added |
| Carson Advisory Inc. | 70,767 | $4.58M | 4.01% | −206−0.3% | Reduced |
| KBC Group NV | 70,784 | $4.58M | 0.02% | +3,357+5.0% | Added |
| Telos Capital Management, Inc. | 71,544 | $4.63M | 0.64% | +1,682+2.4% | Added |
| Oppenheimer & Co Inc | 71,574 | $4.63M | 0.10% | −12,881−15.3% | Reduced |
| Lockheed Martin Investment Management Co | 70,500 | $4.63M | 0.36% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 71,630 | $4.64M | 0.38% | +71,630 | New |
| Lido Advisors, LLC | 72,185 | $4.67M | 0.05% | −12,411−14.7% | Reduced |
| D.A. Davidson & Co. | 72,383 | $4.68M | 0.05% | −342−0.5% | Reduced |
| South Dakota Investment Council | 72,906 | $4.72M | 0.11% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 72,983 | $4.72M | 0.57% | −77−0.1% | Reduced |
| Institutional & Family Asset Management, LLC | 73,556 | $4.76M | 0.78% | +38+0.1% | Added |
| Hartford Investment Management Co | 75,618 | $4.89M | 0.20% | −1,820−2.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 76,040 | $4.92M | 0.31% | −80−0.1% | Reduced |
| Anchor Investment Management, LLC | 76,220 | $4.93M | 0.64% | −59−0.1% | Reduced |
| Cullinan Associates Inc | 76,227 | $4.93M | 0.29% | +50,897+200.9% | Added |
| Carret Asset Management, LLC | 76,517 | $4.95M | 0.69% | −425−0.6% | Reduced |
| Trustmark National Bank Trust Department | 77,794 | $5.03M | 0.50% | −1,603−2.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 77,795 | $5.03M | 0.50% | −400−0.5% | Reduced |
| Albion Financial Group | 77,796 | $5.03M | 0.46% | +4,775+6.5% | Added |
| Thrivent Financial for Lutherans | 77,852 | $5.04M | 0.01% | −7,739−9.0% | Reduced |
| Huntington National Bank | 78,249 | $5.06M | 0.05% | −636−0.8% | Reduced |
| Securian Asset Management, Inc | 78,258 | $5.06M | 0.15% | −10,698−12.0% | Reduced |
| National Asset Management, Inc. | 78,636 | $5.09M | 0.14% | +6,315+8.7% | Added |
| Tower Research Capital LLC (TRC) | 80,186 | $5.19M | 0.16% | +44,050+121.9% | Added |
| Chronos Wealth Management, LLC | 80,729 | $5.22M | 3.66% | +3,211+4.1% | Added |
| Old Point Trust & Financial Services N A | 81,391 | $5.27M | 2.38% | −768−0.9% | Reduced |
| Sky Investment Group LLC | 82,078 | $5.31M | 1.21% | +57+0.1% | Added |
| Warren Averett Asset Management, LLC | 82,293 | $5.33M | 0.23% | +6,473+8.5% | Added |
| Kentucky Retirement Systems | 82,398 | $5.33M | 0.19% | −5,273−6.0% | Reduced |
| JustInvest LLC | 82,739 | $5.35M | 0.16% | +4,568+5.8% | Added |
| Avantax Advisory Services, Inc. | 83,381 | $5.40M | 0.06% | +207+0.2% | Added |
| Maryland State Retirement & Pension System | 83,929 | $5.43M | 0.12% | +685+0.8% | Added |
| Central Trust Co | 83,958 | $5.43M | 0.16% | −1,888−2.2% | Reduced |
| Oregon Public Employees Retirement Fund | 84,441 | $5.47M | 0.08% | −440−0.5% | Reduced |
| M&G Investment Management Ltd | 85,697 | $5.57M | 0.04% | +5,047+6.3% | Added |
| IFG Advisory, LLC | 86,155 | $5.58M | 0.47% | +6,972+8.8% | Added |
| Atria Wealth Solutions, Inc. | 86,331 | $5.59M | 0.08% | +7,546+9.6% | Added |
| Private Advisor Group, LLC | 87,413 | $5.66M | 0.05% | −1,893−2.1% | Reduced |