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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 1,960 | $128.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 2,000 | $129.4K | 0.01% | +17+0.9% | Added |
| Truvestments Capital LLC | 2,002 | $129.6K | 0.07% | +2+0.1% | Added |
| TFC Financial Management | 2,018 | $130.6K | 0.03% | +5+0.2% | Added |
| MCF Advisors LLC | 2,041 | $132.1K | 0.01% | +500+32.4% | Added |
| DT Investment Partners, LLC | 2,080 | $134.6K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,096 | $135.7K | 0.24% | −11−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,115 | $136.9K | 0.02% | −101−4.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 2,155 | $139.0K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,155 | $139.5K | 0.07% | −100−4.4% | Reduced |
| JDM Financial Group LLC | 2,165 | $140.1K | 0.13% | +2,165 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,172 | $140.6K | 0.08% | +2,172 | New |
| First Personal Financial Services | 2,183 | $141.3K | 0.04% | −180−7.6% | Reduced |
| Avion Wealth | 2,251 | $145.0K | 0.04% | +9+0.4% | Added |
| First Manhattan Co | 2,245 | $145.3K | 0.00% | +10.0% | Added |
| WR Wealth Planners, LLC | 2,271 | $146.9K | 0.06% | −205−8.3% | Reduced |
| Carolinas Wealth Consulting LLC | 49,191 | $147.9K | 0.04% | +20.0% | Added |
| Brown, Lisle/Cummings, Inc. | 2,324 | $150.4K | 0.07% | +5+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 2,324 | $150.4K | 0.01% | +1,633+236.3% | Added |
| Stephens Consulting, LLC | 2,379 | $154.0K | 0.06% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,381 | $154.1K | 0.11% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,400 | $155.3K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,432 | $157.4K | 0.05% | −3,710−60.4% | Reduced |
| Westside Investment Management, Inc. | 2,453 | $158.8K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,455 | $158.9K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,503 | $162.0K | 0.01% | +2,503 | New |
| Laffer Tengler Investments | 2,600 | $168.3K | 0.05% | +2,600 | New |
| AlphaMark Advisors, LLC | 2,655 | $172.0K | 0.07% | −107−3.9% | Reduced |
| Carmel Capital Partners, LLC | 2,724 | $176.3K | 0.08% | +755+38.3% | Added |
| Parkside Financial Bank & Trust | 2,762 | $178.8K | 0.04% | +212+8.3% | Added |
| Godsey & Gibb Associates | 2,765 | $179.0K | 0.02% | −55−2.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 2,769 | $179.2K | 0.17% | +55+2.0% | Added |
| Farther Finance Advisors, LLC | 2,781 | $180.0K | 0.03% | +743+36.5% | Added |
| Rational Advisors LLC | 2,795 | $180.9K | 0.02% | −435−13.5% | Reduced |
| Peoples Bank | 2,800 | $181.2K | 0.16% | +2,800 | New |
| Baystate Wealth Management LLC | 2,801 | $181.3K | 0.01% | −135−4.6% | Reduced |
| Old Second National Bank of Aurora | 2,808 | $181.7K | 0.06% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,850 | $184.5K | 0.04% | +1,000+54.1% | Added |
| ORG Partners LLC | 2,866 | $185.5K | 0.05% | +3+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 2,893 | $187.2K | 0.02% | 00.0% | Unchanged |
| Motco | 3,064 | $198.3K | 0.01% | −64−2.0% | Reduced |
| Cedar Mountain Advisors, LLC | 3,094 | $200.3K | 0.06% | +31+1.0% | Added |
| Ascent Group, LLC | 2,957 | $201.2K | 0.02% | −696−19.1% | Reduced |
| Financial Advisory Service, Inc. | 3,112 | $201.4K | 0.02% | −7−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 3,112 | $201.4K | 0.02% | +63+2.1% | Added |
| Accredited Investors Inc. | 3,121 | $202.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,123 | $202.1K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,126 | $202.3K | 0.01% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 3,127 | $202.4K | 0.12% | +3,127 | New |
| L2 Asset Management, LLC | 246 | $202.4K | 0.10% | +246 | New |
| Fulcrum Equity Management | 3,128 | $202.4K | 0.24% | +3,128 | New |
| Coho Partners, Ltd. | 3,139 | $203.2K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,163 | $204.7K | 0.03% | +183+6.1% | Added |
| Delta Capital Management LLC | 3,160 | $205.0K | 0.15% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,170 | $205.2K | 0.12% | +95+3.1% | Added |
| Chesapeake Wealth Management | 3,173 | $205.4K | 0.09% | −100−3.1% | Reduced |
| Biltmore Wealth Management, LLC | 3,179 | $205.8K | 0.10% | +3+0.1% | Added |
| Searcy Financial Services Inc | 3,180 | $205.8K | 0.12% | +3,180 | New |
| Congress Wealth Management LLC | 3,199 | $207.1K | 0.00% | +3,199 | New |
| Idaho Trust Bank | 3,200 | $207.1K | 0.13% | +3,200 | New |
| Quent Capital, LLC | 3,223 | $208.6K | 0.03% | +645+25.0% | Added |
| WealthTrust Asset Management, LLC | 3,223 | $208.6K | 0.19% | +6+0.2% | Added |
| Spire Wealth Management | 3,229 | $209.0K | 0.01% | −288−8.2% | Reduced |
| WealthPLAN Partners, LLC | 3,247 | $210.1K | 0.02% | +13+0.4% | Added |
| Insight Advisors, LLC | 3,250 | $210.3K | 0.05% | −19−0.6% | Reduced |
| Drive Wealth Management, LLC | 3,257 | $210.8K | 0.08% | +86+2.7% | Added |
| Campbell Wealth Management | 3,260 | $211.0K | 0.03% | +9+0.3% | Added |
| Satovsky Asset Management LLC | 3,267 | $211.4K | 0.07% | +34+1.1% | Added |
| Apexium Financial, LP | 3,270 | $211.6K | 0.02% | −193−5.6% | Reduced |
| Waterford Advisors, LLC | 3,271 | $211.7K | 0.12% | −265−7.5% | Reduced |
| Zullo Investment Group, Inc. | 3,280 | $212.3K | 0.12% | +60+1.9% | Added |
| Aspen Grove Capital, LLC | 3,281 | $212.3K | 0.08% | −1,684−33.9% | Reduced |
| Fort Washington Investment Advisors Inc | 3,292 | $213.1K | 0.00% | −77−2.3% | Reduced |
| Allstate Corp | 3,293 | $213.1K | 0.01% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 32,635 | $213.4K | 0.04% | +22,000+206.9% | Added |
| Private Capital Advisors, Inc. | 3,200 | $215.0K | 0.03% | −2,100−39.6% | Reduced |
| Hardy Reed LLC | 3,338 | $216.0K | 0.04% | +3,338 | New |
| Lindbrook Capital, LLC | 3,340 | $216.2K | 0.02% | +26+0.8% | Added |
| Lifestyle Asset Management, Inc. | 3,350 | $216.8K | 0.13% | +3,350 | New |
| OmniStar Financial Group, Inc. | 3,351 | $216.9K | 0.26% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,357 | $217.2K | 0.11% | −248−6.9% | Reduced |
| Boyar Asset Management Inc. | 3,365 | $217.8K | 0.17% | +100+3.1% | Added |
| Summit Wealth Partners, LLC | 3,367 | $217.9K | 0.06% | +227+7.2% | Added |
| DF Dent & Co Inc | 3,370 | $218.1K | 0.00% | −7−0.2% | Reduced |
| Ironsides Asset Advisors, LLC | 3,380 | $218.8K | 0.10% | −50−1.5% | Reduced |
| New Republic Capital, LLC | 3,395 | $219.7K | 0.18% | +3,395 | New |
| Finer Wealth Management, Inc. | 3,397 | $219.9K | 0.18% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,400 | $220.0K | 0.01% | 00.0% | Unchanged |
| Milestone Advisory Partners | 3,408 | $220.6K | 0.18% | 00.0% | Unchanged |
| Drake & Associates, LLC | 3,422 | $221.5K | 0.10% | −42−1.2% | Reduced |
| Merriman Wealth Management, LLC | 3,435 | $222.3K | 0.01% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,443 | $222.8K | 0.05% | −369−9.7% | Reduced |
| Aviance Capital Partners, LLC | 3,457 | $223.7K | 0.05% | −771−18.2% | Reduced |
| Rise Advisors, LLC | 3,457 | $223.7K | 0.18% | +985+39.8% | Added |
| Avestar Capital, LLC | 3,461 | $224.0K | 0.03% | +3,461 | New |
| Nikulski Financial, Inc. | 3,470 | $224.6K | 0.09% | −150−4.1% | Reduced |
| Wealthspan Partners, LLC | 3,482 | $225.4K | 0.18% | −87−2.4% | Reduced |
| New Hampshire Trust | 3,487 | $225.7K | 0.06% | −142−3.9% | Reduced |
| Private Portfolio Partners LLC | 3,496 | $226.3K | 0.06% | −200−5.4% | Reduced |
| Phillips Wealth Planners LLC | 3,405 | $226.3K | 0.31% | +88+2.7% | Added |