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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 4,143 | $268.2K | 0.09% | −125−2.9% | Reduced |
| Norwood Financial Corp | 4,158 | $269.1K | 0.44% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,162 | $269.4K | 0.03% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 4,163 | $269.4K | 0.08% | +4,163 | New |
| Thompson Investment Management, Inc. | 4,165 | $269.6K | 0.05% | 00.0% | Unchanged |
| Callan Family Office, LLC | 4,171 | $269.9K | 0.07% | 00.0% | Unchanged |
| Searle & Co. | 4,176 | $270.3K | 0.09% | −60−1.4% | Reduced |
| Independence Bank of Kentucky | 4,189 | $271.1K | 0.11% | −320−7.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,200 | $271.8K | 0.01% | −350−7.7% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $272.0K | 0.05% | +4,200 | New |
| Willis Johnson & Associates, Inc. | 4,214 | $272.7K | 0.03% | −216−4.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,223 | $273.3K | 0.03% | +2,798+196.4% | Added |
| Keebeck Wealth Management, LLC | 4,224 | $273.4K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,239 | $274.3K | 0.01% | −1,862−30.5% | Reduced |
| Sittner & Nelson, LLC | 4,246 | $274.8K | 0.16% | 00.0% | Unchanged |
| Bremer Bank National Association | 4,247 | $274.9K | 0.05% | −1,278−23.1% | Reduced |
| Byrne Asset Management LLC | 4,250 | $275.0K | 0.23% | – | – |
| Dorsey & Whitney Trust CO LLC | 4,261 | $275.8K | 0.02% | −1,379−24.5% | Reduced |
| ML & R Wealth Management LLC | 4,266 | $276.1K | 0.07% | +880+26.0% | Added |
| Proficio Capital Partners LLC | 4,280 | $277.0K | 0.04% | +74+1.8% | Added |
| Fundamentun, LLC | 4,281 | $277.1K | 0.04% | −285−6.2% | Reduced |
| Arden Trust Co | 4,285 | $277.3K | 0.05% | −10,139−70.3% | Reduced |
| Hoylecohen, LLC | 4,315 | $279.3K | 0.03% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,320 | $279.6K | 0.08% | +1,297+42.9% | Added |
| Bridges Investment Management Inc | 4,325 | $279.9K | 0.01% | −25−0.6% | Reduced |
| Argent Advisors, Inc. | 4,327 | $281.2K | 0.13% | +4,327 | New |
| Kenfarb & Co. | 4,345 | $281.2K | 0.26% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,353 | $281.7K | 0.00% | +392+9.9% | Added |
| Pinnacle Bancorp, Inc. | 4,381 | $283.5K | 0.10% | 00.0% | Unchanged |
| Vicus Capital | 4,398 | $284.7K | 0.03% | +4,398 | New |
| Williams Jones Wealth Management, LLC. | 4,400 | $284.8K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 4,411 | $285.5K | 0.03% | +3+0.1% | Added |
| J. L. Bainbridge & Co., Inc. | 4,417 | $285.9K | 0.04% | +4+0.1% | Added |
| Investment House LLC | 4,421 | $286.1K | 0.02% | +3+0.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,424 | $286.3K | 0.26% | −150−3.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,430 | $286.7K | 0.01% | −67−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,432 | $286.9K | 0.14% | +19+0.4% | Added |
| Beese Fulmer Investment Management, Inc. | 4,435 | $287.0K | 0.03% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,446 | $287.7K | 0.11% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 4,455 | $288.3K | 0.02% | +495+12.5% | Added |
| Sage Mountain Advisors LLC | 4,462 | $288.8K | 0.04% | +62+1.4% | Added |
| KMG Fiduciary Partners, LLC | 4,494 | $290.9K | 0.04% | −3,509−43.8% | Reduced |
| Financial Management Professionals, Inc. | 4,497 | $291.0K | 0.05% | +6+0.1% | Added |
| Capital Investment Counsel, Inc | 4,497 | $291.0K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 4,498 | $291.1K | 0.07% | −4,849−51.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,502 | $291.4K | 0.23% | −346−7.1% | Reduced |
| Legacy Financial Advisors, Inc. | 4,504 | $291.5K | 0.06% | +222+5.2% | Added |
| Seelaus Asset Management LLC | 4,513 | $292.1K | 0.33% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 4,515 | $292.2K | 0.04% | +5+0.1% | Added |
| EWG Elevate Inc. | 4,520 | $292.5K | 0.13% | +4,520 | New |
| Bedel Financial Consulting, Inc. | 4,529 | $293.1K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 4,529 | $293.1K | 0.06% | +4,529 | New |
| Institute for Wealth Management, LLC. | 4,531 | $293.2K | 0.05% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,532 | $293.3K | 0.02% | +263+6.2% | Added |
| Oak Hill Wealth Advisors, LLC | 4,547 | $294.3K | 0.11% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,550 | $294.5K | 0.30% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,551 | $294.5K | 0.05% | −47−1.0% | Reduced |
| 9258 Wealth Management, LLC | 4,552 | $294.6K | 0.06% | −436−8.7% | Reduced |
| Triad Financial Advisors, Inc. | 4,555 | $294.8K | 0.10% | +28+0.6% | Added |
| Cornerstone Advisory, LLC | 4,565 | $295.4K | 0.05% | +90+2.0% | Added |
| O'Brien Greene & Co. Inc | 4,566 | $295.5K | 0.11% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 4,567 | $295.6K | 0.17% | +546+13.6% | Added |
| Violich Capital Management, Inc. | 4,595 | $297.0K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,590 | $297.1K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,593 | $297.3K | 0.13% | +2,614+132.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,604 | $298.0K | 0.02% | +6+0.1% | Added |
| Breakwater Capital Group | 4,371 | $299.1K | 0.10% | −838−16.1% | Reduced |
| McGowan Group Asset Management, Inc. | 4,627 | $299.5K | 0.05% | +102+2.3% | Added |
| Altfest L J & Co Inc | 4,628 | $300.0K | 0.05% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4,639 | $300.3K | 0.12% | +447+10.7% | Added |
| Tranquility Partners, LLC | 4,650 | $300.9K | 0.13% | +112+2.5% | Added |
| Thomas Story & Son LLC | 4,650 | $301.0K | 0.15% | +350+8.1% | Added |
| MKT Advisors LLC | 4,812 | $301.8K | 0.23% | +20+0.4% | Added |
| Southland Equity Partners LLC | 4,691 | $303.6K | 0.10% | +110+2.4% | Added |
| Elmwood Wealth Management, Inc. | 4,696 | $303.9K | 0.15% | +3+0.1% | Added |
| Boston Research & Management Inc | 4,710 | $304.0K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,691 | $304.0K | 0.06% | +200+4.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 4,699 | $304.1K | 0.15% | +20+0.4% | Added |
| TCI Wealth Advisors, Inc. | 4,708 | $304.7K | 0.04% | −111−2.3% | Reduced |
| Patriot Investment Management Inc. | 4,750 | $307.4K | 0.03% | −42−0.9% | Reduced |
| Washington Trust Co | 4,750 | $307.4K | 0.01% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 4,793 | $310.2K | 0.07% | +266+5.9% | Added |
| Lokken Investment Group LLC | 4,794 | $310.3K | 0.20% | −73−1.5% | Reduced |
| Flagship Harbor Advisors, LLC | 4,805 | $311.0K | 0.03% | −320−6.2% | Reduced |
| Duncker Streett & Co Inc | 4,815 | $311.6K | 0.07% | −252−5.0% | Reduced |
| Wela Strategies, Inc. | 4,849 | $313.9K | 0.19% | −5−0.1% | Reduced |
| Aldebaran Financial Inc. | 4,867 | $315.0K | 0.51% | −1,100−18.4% | Reduced |
| Inscription Capital, LLC | 4,879 | $315.7K | 0.10% | −7−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 4,883 | $316.0K | 0.06% | +146+3.1% | Added |
| KRS Capital Management, LLC | 4,896 | $316.9K | 0.34% | −139−2.8% | Reduced |
| Benedetti & Gucer, Inc. | 4,901 | $317.2K | 0.17% | −199−3.9% | Reduced |
| CMG Global Holdings, LLC | 4,902 | $317.3K | 0.27% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,886 | $317.6K | 0.05% | +102+2.1% | Added |
| Campion Asset Management LLC | 4,920 | $318.4K | 0.29% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,926 | $318.9K | 0.30% | −50−1.0% | Reduced |
| Financial Security Advisor, Inc. | 4,931 | $319.2K | 0.15% | +4,931 | New |
| SNS Financial Group, LLC | 4,939 | $319.6K | 0.04% | +21+0.4% | Added |
| Gateway Wealth Partners, LLC | 4,945 | $320.0K | 0.06% | −516−9.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,950 | $320.4K | 0.09% | +17+0.3% | Added |
| JB Capital LLC | 4,953 | $320.6K | 0.03% | +322+7.0% | Added |