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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 87,650 | $5.67M | 0.21% | −1,901−2.1% | Reduced |
| Windle Wealth, LLC | 87,892 | $5.69M | 4.24% | +2,981+3.5% | Added |
| QRG Capital Management, Inc. | 88,204 | $5.71M | 0.10% | +88,204 | New |
| Fisher Asset Management, LLC | 88,204 | $5.71M | 0.00% | −26,760−23.3% | Reduced |
| Greenland Capital Management LP | 88,227 | $5.71M | 0.68% | +51,586+140.8% | Added |
| Insight Folios Inc | 88,336 | $5.72M | 2.79% | −10,166−10.3% | Reduced |
| Alerus Financial NA | 89,525 | $5.79M | 0.51% | −4,479−4.8% | Reduced |
| Blair William & Co | 89,585 | $5.80M | 0.02% | −1,360−1.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 90,000 | $5.82M | 0.12% | +90,000 | New |
| Churchill Management Corp | 90,063 | $5.83M | 0.10% | −6,608−6.8% | Reduced |
| Neuberger Berman Group LLC | 90,112 | $5.83M | 0.01% | −8,014−8.2% | Reduced |
| Aull & Monroe Investment Management Corp | 90,151 | $5.83M | 3.04% | −595−0.7% | Reduced |
| Thomasville National Bank | 90,346 | $5.85M | 0.58% | +404+0.4% | Added |
| MainStreet Investment Advisors LLC | 90,417 | $5.85M | 0.68% | −2,267−2.4% | Reduced |
| Principle Wealth Partners LLC | 90,427 | $5.85M | 0.59% | −440.0% | Reduced |
| Keel Point, LLC | 90,534 | $5.86M | 0.80% | +1,342+1.5% | Added |
| Yaupon Capital Management LP | 90,797 | $5.88M | 0.66% | +90,797 | New |
| Wealthfront Advisers LLC | 91,225 | $5.90M | 0.03% | −2,418−2.6% | Reduced |
| Daiwa Securities Group Inc. | 91,894 | $5.95M | 0.04% | −27,237−22.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 91,935 | $5.95M | 0.74% | +1,205+1.3% | Added |
| First PREMIER Bank | 92,496 | $5.99M | 1.84% | −1,189−1.3% | Reduced |
| Visionary Wealth Advisors | 92,856 | $6.01M | 0.49% | +540+0.6% | Added |
| Edgemoor Investment Advisors, Inc. | 92,965 | $6.02M | 0.71% | −864−0.9% | Reduced |
| Zions Bancorporation, N.A. | 93,752 | $6.07M | 0.53% | +5,321+6.0% | Added |
| O'Shaughnessy Asset Management, LLC | 96,443 | $6.24M | 0.09% | +8,531+9.7% | Added |
| Teachers Retirement System of the State of Kentucky | 97,457 | $6.31M | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 97,452 | $6.31M | 0.05% | +35,508+57.3% | Added |
| Gulf International Bank (UK) Ltd | 98,356 | $6.37M | 0.18% | −12,109−11.0% | Reduced |
| NewSquare Capital LLC | 100,174 | $6.39M | 0.68% | +4,406+4.6% | Added |
| British Columbia Investment Management Corp | 99,149 | $6.42M | 0.06% | +720+0.7% | Added |
| Advocate Group LLC | 100,905 | $6.53M | 1.51% | −3,168−3.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 101,748 | $6.59M | 0.15% | 00.0% | Unchanged |
| Advisors Management Group Inc | 101,976 | $6.60M | 1.99% | −912−0.9% | Reduced |
| Arkadios Wealth Advisors | 102,095 | $6.61M | 0.63% | +37,054+57.0% | Added |
| Umb Bank N A | 102,429 | $6.63M | 0.11% | −6,455−5.9% | Reduced |
| Mayflower Financial Advisors, LLC | 102,953 | $6.66M | 1.00% | −159−0.2% | Reduced |
| Decade Renewable Partners LP | 104,800 | $6.78M | 4.11% | −12,200−10.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 105,029 | $6.80M | 0.10% | +14,688+16.3% | Added |
| Bank of Nova Scotia | 107,524 | $6.96M | 0.02% | +13,490+14.3% | Added |
| Illinois Municipal Retirement Fund | 107,819 | $6.98M | 0.13% | −33,550−23.7% | Reduced |
| Commerce Bank | 108,042 | $6.99M | 0.06% | −769−0.7% | Reduced |
| Cornerstone Advisors, LLC | 109,000 | $7.05M | 0.33% | −3,200−2.9% | Reduced |
| Raymond James Trust N.A. | 109,054 | $7.06M | 0.21% | −2,215−2.0% | Reduced |
| Kanawha Capital Management LLC | 109,144 | $7.06M | 0.68% | +505+0.5% | Added |
| GWM Advisors LLC | 110,246 | $7.14M | 0.08% | +29,212+36.0% | Added |
| Associated Banc-Corp | 110,981 | $7.18M | 0.28% | −1,166−1.0% | Reduced |
| Rafferty Asset Management, LLC | 111,145 | $7.19M | 0.04% | +11,500+11.5% | Added |
| Fiduciary Group LLC | 111,249 | $7.20M | 0.92% | +231+0.2% | Added |
| Holocene Advisors, LP | 111,450 | $7.21M | 0.03% | +8,485+8.2% | Added |
| Davenport & Co LLC | 112,331 | $7.27M | 0.06% | +794+0.7% | Added |
| Hudson Bay Capital Management LP | 112,875 | $7.31M | 0.07% | +10,375+10.1% | Added |
| Cetera Advisors LLC | 114,208 | $7.39M | 0.12% | +1,870+1.7% | Added |
| First Republic Investment Management, Inc. | 115,536 | $7.48M | 0.02% | −10,580−8.4% | Reduced |
| Hantz Financial Services, Inc. | 116,022 | $7.51M | 0.19% | +1,143+1.0% | Added |
| Fifth Third Bancorp | 116,621 | $7.55M | 0.04% | +183+0.2% | Added |
| TCTC Holdings, LLC | 117,261 | $7.59M | 0.29% | −300−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 118,056 | $7.64M | 0.03% | +2,846+2.5% | Added |
| Kempen Capital Management N.V. | 118,597 | $7.68M | 0.14% | 00.0% | Unchanged |
| Element Capital Management LLC | 120,321 | $7.79M | 0.69% | −23,661−16.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 120,421 | $7.79M | 1.61% | +120,421 | New |
| Pinnacle Associates Ltd | 121,285 | $7.85M | 0.15% | −3,740−3.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 121,311 | $7.85M | 1.29% | +1,722+1.4% | Added |
| Nissay Asset Management Corp | 123,642 | $8.00M | 0.07% | +4,125+3.5% | Added |
| RFG Advisory, LLC | 125,455 | $8.12M | 0.36% | +34,788+38.4% | Added |
| CWM, LLC | 125,934 | $8.15M | 0.05% | +39,211+45.2% | Added |
| Bell Bank | 126,358 | $8.18M | 0.90% | −821−0.6% | Reduced |
| Independent Advisor Alliance | 126,422 | $8.18M | 0.37% | +10,689+9.2% | Added |
| Biondo Investment Advisors, LLC | 126,923 | $8.21M | 1.55% | +6,209+5.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 127,356 | $8.24M | 0.04% | +127,356 | New |
| CIBC Private Wealth Group, LLC | 128,475 | $8.31M | 0.02% | −80.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 129,677 | $8.39M | 0.13% | +4,776+3.8% | Added |
| Xponance, Inc. | 129,733 | $8.40M | 0.11% | +1,021+0.8% | Added |
| Beacon Pointe Advisors, LLC | 129,878 | $8.41M | 0.10% | +58,223+81.3% | Added |
| Atria Investments LLC | 130,097 | $8.42M | 0.15% | +14,611+12.7% | Added |
| Keybank National Association | 133,564 | $8.64M | 0.04% | −507−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 136,961 | $8.86M | 0.02% | +72,598+112.8% | Added |
| Nisa Investment Advisors, LLC | 137,800 | $8.92M | 0.07% | −18,975−12.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 137,666 | $8.94M | 1.04% | +70,266+104.3% | Added |
| ING Groep NV | 138,952 | $8.99M | 0.08% | +138,952 | New |
| Crestline Management, LP | 139,566 | $9.03M | 1.08% | +122,646+724.9% | Added |
| Morgan Dempsey Capital Management LLC | 140,155 | $9.07M | 2.83% | −5,385−3.7% | Reduced |
| Advisory Services Network, LLC | 140,396 | $9.09M | 0.24% | +150.0% | Added |
| DekaBank Deutsche Girozentrale | 140,601 | $9.15M | 0.02% | +3,288+2.4% | Added |
| Bragg Financial Advisors, Inc | 141,392 | $9.15M | 0.48% | +3,185+2.3% | Added |
| Bridgeworth, LLC | 143,307 | $9.27M | 1.02% | +5,164+3.7% | Added |
| Pinnacle Financial Partners Inc | 145,515 | $9.42M | 0.24% | +2,200+1.5% | Added |
| Royal London Asset Management Ltd | 147,714 | $9.56M | 0.03% | −2,885−1.9% | Reduced |
| Mutual of America Capital Management LLC | 152,551 | $9.87M | 0.12% | −4,243−2.7% | Reduced |
| M&T Bank Corp | 155,696 | $10.1M | 0.04% | −7,567−4.6% | Reduced |
| New York Life Investment Management LLC | 155,841 | $10.1M | 0.11% | +1,055+0.7% | Added |
| Allianz Asset Management GmbH | 156,732 | $10.1M | 0.02% | −177,023−53.0% | Reduced |
| ProShare Advisors LLC | 160,101 | $10.4M | 0.03% | −7,356−4.4% | Reduced |
| Walleye Capital LLC | 160,559 | $10.4M | 0.15% | +84,085+110.0% | Added |
| Rockland Trust Co | 161,052 | $10.4M | 0.63% | +1,719+1.1% | Added |
| State of Alaska, Department of Revenue | 161,750 | $10.5M | 0.13% | −5,300−3.2% | Reduced |
| Stephens Inc | 162,073 | $10.5M | 0.20% | +12,259+8.2% | Added |
| Becker Capital Management Inc | 162,263 | $10.5M | 0.42% | +984+0.6% | Added |
| HB Wealth Management, LLC | 163,430 | $10.6M | 0.17% | −16,812−9.3% | Reduced |
| Cerity Partners LLC | 163,637 | $10.6M | 0.05% | −76,281−31.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 166,000 | $10.7M | 0.14% | +125,000+304.9% | Added |