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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 4,973 | $321.9K | 0.01% | −5,199−51.1% | Reduced |
| Hartline Investment Corp | 4,984 | $322.6K | 0.06% | −337−6.3% | Reduced |
| Continuum Advisory, LLC | 4,993 | $323.1K | 0.05% | −702−12.3% | Reduced |
| Altus Wealth Group LLC | 4,994 | $323.2K | 0.21% | −237−4.5% | Reduced |
| Renasant Bank | 5,000 | $323.6K | 0.27% | +85+1.7% | Added |
| Glen Eagle Advisors, LLC | 5,013 | $324.4K | 0.08% | +125+2.6% | Added |
| Venturi Wealth Management, LLC | 5,014 | $324.5K | 0.03% | +5,014 | New |
| WealthTrust Axiom LLC | 5,037 | $326.0K | 0.12% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,109 | $326.1K | 0.11% | +5,109 | New |
| Koss-Olinger Consulting, LLC | 5,058 | $327.0K | 0.05% | −700−12.2% | Reduced |
| Sigma Investment Counselors Inc | 5,055 | $327.1K | 0.02% | +13+0.3% | Added |
| Rosenberg Matthew Hamilton | 5,073 | $328.3K | 0.11% | −21−0.4% | Reduced |
| Marcum Wealth, LLC | 5,100 | $330.1K | 0.04% | +52+1.0% | Added |
| Davis Investment Partners, LLC | 5,114 | $330.3K | 0.18% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 5,110 | $330.7K | 0.01% | −3,969−43.7% | Reduced |
| Cim Investment Mangement Inc | 5,114 | $331.0K | 0.12% | −110−2.1% | Reduced |
| Kingdom Financial Group LLC. | 5,143 | $332.8K | 0.31% | +7+0.1% | Added |
| Pinnacle West Asset Management, Inc. | 5,145 | $333.0K | 0.33% | +170+3.4% | Added |
| Triton Wealth Management, PLLC | 4,691 | $333.1K | 0.22% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,160 | $334.0K | 0.29% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 5,175 | $334.9K | 0.08% | +950+22.5% | Added |
| Auxano Advisors, LLC | 5,183 | $335.4K | 0.14% | −17−0.3% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $335.6K | 0.20% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 5,206 | $336.9K | 0.03% | +126+2.5% | Added |
| St Germain D J Co Inc | 5,218 | $337.7K | 0.02% | +400+8.3% | Added |
| GHP Investment Advisors, Inc. | 5,135 | $341.8K | 0.02% | −894−14.8% | Reduced |
| Lee Danner & Bass Inc | 5,279 | $342.0K | 0.03% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,291 | $342.4K | 0.10% | 00.0% | Unchanged |
| REDW Wealth LLC | 5,324 | $344.6K | 0.11% | +45+0.9% | Added |
| TownSquare Capital, LLC | 5,337 | $345.4K | 0.01% | +237+4.6% | Added |
| BEAM Asset Management, LLC | 5,346 | $346.0K | 0.25% | +8+0.1% | Added |
| Zhang Financial LLC | 5,346 | $346.0K | 0.04% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,400 | $349.5K | 0.11% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 5,401 | $349.6K | 0.01% | +692+14.7% | Added |
| Castleview Partners, LLC | 5,419 | $350.7K | 0.32% | +320+6.3% | Added |
| First National Bank & Trust Co of Newtown | 5,420 | $350.8K | 0.08% | −395−6.8% | Reduced |
| Financial Engines Advisors L.L.C. | 5,430 | $351.4K | 0.00% | −172−3.1% | Reduced |
| Arcus Capital Partners, LLC | 5,457 | $353.2K | 0.11% | +44+0.8% | Added |
| Waldron Private Wealth LLC | 5,464 | $353.6K | 0.02% | −401−6.8% | Reduced |
| Greylin Investment Mangement Inc | 5,475 | $354.3K | 0.06% | +5,475 | New |
| Donald L. Hagan, LLC | 5,483 | $354.9K | 0.21% | 00.0% | Unchanged |
| Goodwin Daniel L | 5,495 | $355.6K | 0.17% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 5,499 | $355.9K | 0.23% | −55−1.0% | Reduced |
| Keystone Financial Planning, Inc. | 5,508 | $356.5K | 0.12% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 5,405 | $359.1K | 0.08% | −160−2.9% | Reduced |
| PBMares Wealth Management LLC | 5,562 | $359.9K | 0.13% | +466+9.1% | Added |
| Glass Jacobson Investment Advisors llc | 5,584 | $361.4K | 0.17% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,589 | $361.7K | 0.08% | +67+1.2% | Added |
| American Financial Advisors, LLC | 5,596 | $362.2K | 0.06% | +51+0.9% | Added |
| Independent Financial Group, LLC | 5,607 | $362.9K | 0.02% | −467−7.7% | Reduced |
| Atom Investors LP | 5,609 | $363.0K | 0.08% | +5,609 | New |
| Gotham Asset Management, LLC | 5,623 | $363.9K | 0.01% | −1,171−17.2% | Reduced |
| O'Rourke & Company, Inc | 5,622 | $364.0K | 0.27% | +5+0.1% | Added |
| RB Capital Management, LLC | 5,640 | $365.0K | 0.12% | −79−1.4% | Reduced |
| Summit Asset Management, LLC | 5,651 | $365.7K | 0.10% | +18+0.3% | Added |
| Trust Co of Virginia | 5,667 | $366.8K | 0.04% | +1,213+27.2% | Added |
| Peak Planning Group, LLC | 5,668 | $366.8K | 0.29% | −3,902−40.8% | Reduced |
| Cannon Financial Strategists, Inc. | 5,680 | $367.6K | 0.09% | +1,200+26.8% | Added |
| Abn Amro Investment Solutions | 5,697 | $368.7K | 0.01% | +682+13.6% | Added |
| Salomon & Ludwin, LLC | 5,702 | $369.0K | 0.04% | −24−0.4% | Reduced |
| Scotia Capital Inc. | 5,704 | $369.2K | 0.00% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,710 | $370.0K | 0.03% | −198−3.4% | Reduced |
| Patten Group, Inc. | 5,721 | $370.3K | 0.11% | 00.0% | Unchanged |
| Fusion Capital, LLC | 5,756 | $372.6K | 0.21% | +4+0.1% | Added |
| STAR Financial Bank | 5,774 | $373.7K | 0.38% | −548−8.7% | Reduced |
| Girard Partners Ltd. | 5,774 | $373.7K | 0.04% | −50−0.9% | Reduced |
| Red Wave Investments LLC | 5,778 | $374.0K | 0.16% | 00.0% | Unchanged |
| Montecito Bank & Trust | 5,787 | $374.5K | 0.09% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,788 | $374.6K | 0.04% | −52,644−90.1% | Reduced |
| Stiles Financial Services Inc | 5,796 | $375.1K | 0.19% | +1,362+30.7% | Added |
| Beta Wealth Group, Inc. | 5,805 | $375.7K | 0.22% | +205+3.7% | Added |
| WSFS Capital Management, LLC | 5,815 | $376.4K | 0.02% | +216+3.9% | Added |
| Field & Main Bank | 5,850 | $378.6K | 0.18% | +1,765+43.2% | Added |
| Kapstone Financial Advisors LLC | 5,886 | $380.9K | 0.34% | +16+0.3% | Added |
| Kingfisher Capital LLC | 5,892 | $381.0K | 0.10% | +9+0.2% | Added |
| United Capital Management of KS, Inc. | 5,938 | $384.3K | 0.13% | −393−6.2% | Reduced |
| KG&L Capital Management,LLC | 5,961 | $386.3K | 0.19% | +958+19.1% | Added |
| Group One Trading, L.P. | 5,977 | $386.8K | 0.02% | +5,977 | New |
| Client 1st Advisory Group, LLC | 5,983 | $387.2K | 0.20% | 00.0% | Unchanged |
| Mathes Company, Inc. | 6,000 | $388.0K | 0.18% | −92−1.5% | Reduced |
| Schulhoff & Co Inc | 6,000 | $388.3K | 0.20% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 6,035 | $390.6K | 0.38% | −500−7.7% | Reduced |
| Cranbrook Wealth Management, LLC | 6,036 | $390.6K | 0.12% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,048 | $391.4K | 0.03% | +719+13.5% | Added |
| Davy Global Fund Management Ltd | 6,054 | $391.8K | 0.08% | 00.0% | Unchanged |
| Abound Wealth Management | 6,064 | $392.5K | 0.17% | +51+0.8% | Added |
| Buttonwood Financial Advisors Inc. | 6,068 | $392.7K | 0.25% | +1,293+27.1% | Added |
| Doliver Advisors, LP | 6,068 | $392.7K | 0.12% | +100+1.7% | Added |
| Prosperity Financial Group, Inc. | 6,069 | $392.8K | 0.32% | +113+1.9% | Added |
| Formidable Asset Management, LLC | 6,075 | $393.2K | 0.09% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 6,083 | $393.6K | 0.09% | +292+5.0% | Added |
| Cornerstone Wealth Management, LLC | 6,083 | $393.6K | 0.04% | −30.0% | Reduced |
| PFW Advisors LLC | 6,084 | $393.8K | 0.14% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,108 | $394.0K | 0.01% | −953−13.5% | Reduced |
| Heritage Wealth Advisors | 6,104 | $395.1K | 0.02% | −600−8.9% | Reduced |
| Diligent Investors, LLC | 6,132 | $396.8K | 0.12% | +5+0.1% | Added |
| Fee-Only Financial Planning, L.C. | 6,150 | $398.0K | 0.32% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,161 | $398.7K | 0.06% | −7,504−54.9% | Reduced |
| BOS Asset Management, LLC | 6,161 | $398.8K | 0.29% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 6,192 | $400.7K | 0.02% | +25+0.4% | Added |