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 |
|---|---|---|---|---|---|
| St. Louis Trust Co | 3,500 | $226.5K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,512 | $227.3K | 0.02% | −240−6.4% | Reduced |
| RWM Asset Management, LLC | 3,520 | $227.8K | 0.05% | −1,020−22.5% | Reduced |
| Alpha Family Trust | 3,520 | $227.8K | 0.17% | +3,520 | New |
| Stonebridge Capital Advisors LLC | 3,545 | $229.4K | 0.03% | −78−2.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,550 | $229.8K | 0.06% | +298+9.2% | Added |
| Morris Financial Concepts, Inc. | 3,555 | $230.1K | 0.15% | −750−17.4% | Reduced |
| Geller Advisors LLC | 3,556 | $230.1K | 0.03% | +3,556 | New |
| Graham Capital Management, L.P. | 3,561 | $230.5K | 0.01% | +3,561 | New |
| Prosperity Consulting Group, LLC | 3,562 | $230.5K | 0.11% | +3,562 | New |
| Bank of New Hampshire | 3,568 | $230.9K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,306 | $231.8K | 0.00% | −175−5.0% | Reduced |
| Wiser Wealth Management, Inc | 3,587 | $232.2K | 0.09% | +3,587 | New |
| Integris Wealth Management, LLC | 3,600 | $233.0K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,605 | $233.3K | 0.10% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,630 | $234.9K | 0.03% | +508+16.3% | Added |
| NBW Capital LLC | 3,636 | $235.3K | 0.06% | −260−6.7% | Reduced |
| Oak Family Advisors, LLC | 3,638 | $235.5K | 0.11% | −300−7.6% | Reduced |
| Engineers Gate Manager LP | 3,647 | $236.0K | 0.01% | −7,414−67.0% | Reduced |
| Ambassador Advisors, LLC | 3,507 | $236.2K | 0.06% | +3,507 | New |
| Flaharty Asset Management, LLC | 3,650 | $236.2K | 0.04% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,651 | $236.3K | 0.15% | 00.0% | Unchanged |
| Family Asset Management, LLC | 3,652 | $236.4K | 0.17% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 3,657 | $236.7K | 0.04% | −16−0.4% | Reduced |
| Boston Financial Mangement LLC | 3,659 | $236.8K | 0.01% | +760+26.2% | Added |
| Strategic Advisors LLC | 3,660 | $236.9K | 0.05% | −94−2.5% | Reduced |
| Sawyer & Company, Inc | 3,668 | $237.0K | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 3,657 | $237.0K | 0.01% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,662 | $237.0K | 0.05% | +331+9.9% | Added |
| Athena Investment Management | 3,663 | $237.1K | 0.17% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,668 | $237.4K | 0.01% | −99−2.6% | Reduced |
| Woodard & Co Asset Management Group Inc | 3,670 | $237.5K | 0.08% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,693 | $239.0K | 0.02% | +233+6.7% | Added |
| Nadler Financial Group, Inc. | 3,701 | $239.5K | 0.04% | 00.0% | Unchanged |
| King Wealth | 3,706 | $240.0K | 0.05% | −3−0.1% | Reduced |
| Goldstone Financial Group, LLC | 3,712 | $240.2K | 0.07% | −386−9.4% | Reduced |
| Seven Eight Capital, LP | 3,721 | $240.8K | 0.03% | +661+21.6% | Added |
| Wayfinding Financial, LLC | 3,859 | $241.0K | 0.18% | −61−1.6% | Reduced |
| Palumbo Wealth Management LLC | 3,726 | $241.2K | 0.13% | −5−0.1% | Reduced |
| Klingman & Associates, LLC | 3,727 | $241.2K | 0.02% | −1,915−33.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $241.5K | 0.16% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,734 | $241.7K | 0.02% | −6−0.2% | Reduced |
| Ardent Capital Management, Inc. | 3,739 | $242.0K | 0.14% | 00.0% | Unchanged |
| Connolly Sarah T. | 3,740 | $242.1K | 0.16% | −1,010−21.3% | Reduced |
| Second Half Financial Partners, LLC | 3,741 | $242.1K | 0.12% | −787−17.4% | Reduced |
| MBM Wealth Consultants, LLC | 3,648 | $242.7K | 0.11% | +217+6.3% | Added |
| Willis Investment Counsel | 3,757 | $243.2K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,760 | $243.3K | 0.07% | +3,760 | New |
| S.E.E.D. Planning Group LLC | 3,779 | $244.6K | 0.09% | −144−3.7% | Reduced |
| Meridian Investment Counsel Inc. | 3,802 | $246.1K | 0.09% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 3,807 | $246.4K | 0.08% | +3,807 | New |
| Pitcairn Co | 3,815 | $246.9K | 0.02% | +402+11.8% | Added |
| Frontier Asset Management, LLC | 3,821 | $247.3K | 0.11% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,825 | $247.6K | 0.06% | +2,861+296.8% | Added |
| GEM Asset Management, LLC | 3,830 | $247.9K | 0.20% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,831 | $247.9K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,838 | $248.4K | 0.02% | +39+1.0% | Added |
| FLC Capital Advisors | 3,840 | $248.5K | 0.08% | −100−2.5% | Reduced |
| Cabot Wealth Management Inc | 3,855 | $249.0K | 0.04% | +3,855 | New |
| Wedgewood Investors Inc | 3,850 | $249.2K | 0.34% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,863 | $250.0K | 0.21% | −374−8.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,863 | $250.0K | 0.17% | +204+5.6% | Added |
| Wealth Quarterback LLC | 3,866 | $250.2K | 0.22% | +112+3.0% | Added |
| Retirement Income Solutions, Inc | 3,873 | $250.7K | 0.07% | −1,321−25.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,879 | $251.0K | 0.24% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,882 | $251.2K | 0.18% | +3,882 | New |
| Sargent Investment Group, LLC | 3,897 | $252.2K | 0.06% | +917+30.8% | Added |
| Beck Mack & Oliver LLC | 3,900 | $252.4K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,900 | $252.4K | 0.06% | 00.0% | Unchanged |
| Appleton Group, LLC | 3,904 | $252.7K | 0.88% | +3,904 | New |
| Alaethes Wealth LLC | 3,905 | $252.7K | 0.14% | 00.0% | Unchanged |
| Providence First Trust Co | 3,913 | $253.2K | 0.14% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $254.4K | 0.11% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,947 | $255.4K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,957 | $256.1K | 0.06% | −620−13.5% | Reduced |
| Headlands Technologies LLC | 3,971 | $257.0K | 0.13% | +3,971 | New |
| Altus Wealth Management, LLC | 3,973 | $257.1K | 0.18% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,975 | $257.3K | 0.02% | +3,975 | New |
| American State Bank (Iowa) | 3,998 | $258.8K | 0.19% | 00.0% | Unchanged |
| Advisory Research Inc | 4,011 | $259.6K | 0.04% | +4+0.1% | Added |
| Fagan Associates, Inc. | 4,011 | $259.6K | 0.06% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,017 | $260.0K | 0.10% | +4,017 | New |
| LCM Capital Management Inc | 4,028 | $260.7K | 0.21% | +10.0% | Added |
| Eads & Heald Wealth Management | 4,028 | $261.0K | 0.14% | −50−1.2% | Reduced |
| Semmax Financial Advisors Inc. | 3,879 | $261.2K | 0.10% | +3,879 | New |
| Citizens Business Bank | 4,045 | $261.8K | 0.06% | −210−4.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $262.1K | 0.04% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,051 | $262.2K | 0.12% | +11+0.3% | Added |
| Glassman Wealth Services | 4,069 | $263.3K | 0.04% | −13−0.3% | Reduced |
| Bill Few Associates, Inc. | 4,073 | $263.6K | 0.14% | −150−3.6% | Reduced |
| TRUE Private Wealth Advisors | 4,082 | $264.2K | 0.04% | +101+2.5% | Added |
| KC Investment Advisors, LLC | 4,087 | $264.5K | 0.17% | +499+13.9% | Added |
| MBE Wealth Management, LLC | 4,090 | $264.7K | 0.15% | +4,090 | New |
| David Loasby | 4,101 | $265.0K | 0.03% | +92+2.3% | Added |
| Ausdal Financial Partners, Inc. | 4,097 | $265.2K | 0.04% | −423−9.4% | Reduced |
| WealthShield Partners, LLC | 4,099 | $265.3K | 0.04% | +264+6.9% | Added |
| Country Trust Bank | 4,114 | $266.3K | 0.01% | −57−1.4% | Reduced |
| 1st Source Bank | 4,119 | $266.6K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,130 | $267.3K | 0.00% | −423−9.3% | Reduced |
| Innovis Asset Management LLC | 4,142 | $268.1K | 0.10% | +65+1.6% | Added |