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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 566 | $36.6K | 0.00% | −842−59.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 588 | $38.1K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 594 | $38.4K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 596 | $38.6K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 605 | $39.2K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 620 | $40.0K | 0.02% | +400+181.8% | Added |
| HighMark Wealth Management LLC | 621 | $40.2K | 0.03% | −100−13.9% | Reduced |
| Leonteq Securities AG | 622 | $40.3K | 0.00% | −2−0.3% | Reduced |
| CNB Bank | 628 | $40.6K | 0.02% | +572+1,021.4% | Added |
| Piscataqua Savings Bank | 640 | $41.4K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 644 | $41.7K | 0.01% | −1,603−71.3% | Reduced |
| Baker Avenue Asset Management, LP | 646 | $41.8K | 0.00% | −115−15.1% | Reduced |
| Washington Trust Advisors, Inc. | 650 | $42.1K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 650 | $42.1K | 0.01% | −21−3.1% | Reduced |
| Your Advocates Ltd., LLP | 650 | $42.1K | 0.03% | +650 | New |
| Atticus Wealth Management, LLC | 652 | $42.2K | 0.02% | +152+30.4% | Added |
| Global Trust Asset Management, LLC | 663 | $42.9K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 668 | $43.0K | 0.03% | −1,132−62.9% | Reduced |
| West Tower Group, LLC | 668 | $43.2K | 0.02% | +668 | New |
| Western Pacific Wealth Management, LP | 669 | $43.3K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 689 | $44.6K | 0.00% | +265+62.5% | Added |
| Founders Capital Management | 700 | $45.3K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $46.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 724 | $46.0K | 0.00% | +724 | New |
| Resurgent Financial Advisors LLC | 715 | $46.3K | 0.03% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 740 | $47.9K | 0.01% | +7+1.0% | Added |
| Johnson Financial Group, Inc. | 753 | $48.7K | 0.00% | +444+143.7% | Added |
| Hazlett, Burt & Watson, Inc. | 758 | $49.0K | 0.04% | −273−26.5% | Reduced |
| Antonetti Capital Management LLC | 760 | $49.2K | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 768 | $49.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 775 | $50.2K | 0.02% | −270−25.8% | Reduced |
| McIlrath & Eck, LLC | 783 | $50.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 794 | $51.4K | 0.01% | +164+26.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 822 | $53.2K | 0.00% | −138−14.4% | Reduced |
| Cornerstone Planning Group LLC | 827 | $53.5K | 0.02% | −142−14.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 845 | $54.7K | 0.00% | −255−23.2% | Reduced |
| Lee Financial Co | 850 | $55.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 881 | $57.0K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 885 | $57.3K | 0.05% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 900 | $58.2K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 979 | $63.4K | 0.03% | −34−3.4% | Reduced |
| Barrett & Company, Inc. | 1,016 | $65.8K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,034 | $66.9K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,037 | $67.2K | 0.05% | −257−19.9% | Reduced |
| Boyd Watterson Asset Management LLC | 1,070 | $69.3K | 0.03% | −5−0.5% | Reduced |
| Trust Co | 1,093 | $70.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,097 | $71.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,097 | $71.1K | 0.03% | +1,097 | New |
| Avalon Trust Co | 1,100 | $71.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,120 | $72.0K | 0.01% | −44−3.8% | Reduced |
| Tyler-Stone Wealth Management | 1,111 | $72.0K | 0.04% | +397+55.6% | Added |
| Addison Advisors LLC | 1,122 | $72.6K | 0.03% | −20−1.8% | Reduced |
| American National Bank | 1,154 | $74.7K | 0.01% | −2,836−71.1% | Reduced |
| Focused Wealth Management, Inc | 1,154 | $74.7K | 0.01% | +4+0.3% | Added |
| Caldwell Sutter Capital, Inc. | 1,184 | $76.6K | 0.04% | +70+6.3% | Added |
| PrairieView Partners, LLC | 1,200 | $77.0K | 0.01% | −1,026−46.1% | Reduced |
| Coppell Advisory Solutions LLC | 1,083 | $77.3K | 0.03% | −558−34.0% | Reduced |
| Elequin Capital LP | 1,253 | $81.1K | 0.02% | +1,031+464.4% | Added |
| Bogart Wealth, LLC | 1,264 | $81.8K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,300 | $84.1K | 0.01% | +100+8.3% | Added |
| Certified Advisory Corp | 1,302 | $84.3K | 0.02% | +3+0.2% | Added |
| State of Wyoming | 1,318 | $85.3K | 0.02% | +1,318 | New |
| Ruedi Wealth Management, Inc. | 1,329 | $86.0K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 1,330 | $86.1K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,344 | $87.0K | 0.01% | −4,296−76.2% | Reduced |
| M&R Capital Management Inc | 1,350 | $87.4K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 17,857 | $91.1K | 0.11% | +10,806+153.3% | Added |
| Rock Creek Group, LP | 1,414 | $91.5K | 0.01% | −1,230−46.5% | Reduced |
| Dividend Assets Capital, LLC | 1,416 | $92.0K | 0.02% | −625−30.6% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $92.5K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $93.8K | 0.06% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $97.1K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,402 | $98.5K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,522 | $98.5K | 0.02% | +565+59.0% | Added |
| JFS Wealth Advisors, LLC | 1,532 | $99.2K | 0.01% | +38+2.5% | Added |
| Acropolis Investment Management, LLC | 1,577 | $102.1K | 0.01% | −423−21.2% | Reduced |
| S.A. Mason LLC | 1,583 | $102.5K | 0.07% | −30−1.9% | Reduced |
| Providence Capital Advisors, LLC | 1,589 | $102.8K | 0.03% | +34+2.2% | Added |
| MV Capital Management, Inc. | 1,590 | $102.9K | 0.01% | +17+1.1% | Added |
| Sutton Wealth Advisors Inc. | 1,601 | $103.6K | 0.05% | +100+6.7% | Added |
| Column Capital Advisors, LLC | 1,606 | $103.9K | 0.02% | +1+0.1% | Added |
| Compass Wealth Management LLC | 1,620 | $104.8K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,651 | $106.9K | 0.01% | +103+6.7% | Added |
| Center for Financial Planning, Inc. | 1,660 | $107.4K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,663 | $107.6K | 0.03% | 00.0% | Unchanged |
| Headinvest, LLC | 1,719 | $107.8K | 0.02% | +1,719 | New |
| Indiana Trust & Investment Management CO | 1,686 | $109.1K | 0.06% | +1,686 | New |
| Colonial Trust Co | 1,692 | $109.5K | 0.03% | −374−18.1% | Reduced |
| Manchester Capital Management LLC | 1,702 | $110.2K | 0.02% | +45+2.7% | Added |
| VisionPoint Advisory Group, LLC | 1,715 | $111.0K | 0.05% | +1,337+353.7% | Added |
| Silvant Capital Management LLC | 1,727 | $111.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,740 | $112.6K | 0.04% | +601+52.8% | Added |
| Whittier Trust Co | 1,771 | $114.6K | 0.00% | +193+12.2% | Added |
| West Paces Advisors Inc. | 1,838 | $119.0K | 0.04% | −24−1.3% | Reduced |
| Toth Financial Advisory Corp | 1,845 | $119.4K | 0.02% | −602−24.6% | Reduced |
| WFA Asset Management Corp | 1,846 | $119.5K | 0.07% | +14+0.8% | Added |
| Community Bank, N.A. | 1,859 | $120.3K | 0.02% | −20−1.1% | Reduced |
| Riverview Trust Co | 1,867 | $120.8K | 0.11% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,925 | $124.6K | 0.06% | −282−12.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,934 | $125.2K | 0.06% | +18+0.9% | Added |