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; 2,371 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 | 2,371 | $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 |
|---|---|---|---|---|---|
| Verus Financial Partners, Inc. | 6,030 | $401.3K | 0.05% | +180+3.1% | Added |
| Thrive Capital Management, LLC | 6,218 | $402.4K | 0.22% | −584−8.6% | Reduced |
| CSM Advisors, LLC | 6,226 | $403.0K | 0.04% | −1,100−15.0% | Reduced |
| NSI Retail Advisors, LLC | 6,226 | $403.0K | 0.09% | −1,100−15.0% | Reduced |
| Novare Capital Management LLC | 6,248 | $404.4K | 0.05% | −337−5.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,257 | $404.9K | 0.14% | −133−2.1% | Reduced |
| Benjamin Edwards Inc | 6,264 | $405.0K | 0.10% | −306−4.7% | Reduced |
| SFMG, LLC | 6,289 | $407.0K | 0.04% | +1,640+35.3% | Added |
| Keystone Financial Group | 6,303 | $407.9K | 0.07% | +185+3.0% | Added |
| Sentry Investment Management LLC | 6,325 | $409.0K | 0.20% | −1,205−16.0% | Reduced |
| Westwood Holdings Group Inc. | 6,318 | $409.0K | 0.00% | −52−0.8% | Reduced |
| LCNB Corp | 6,321 | $409.1K | 0.18% | −200−3.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,324 | $409.3K | 0.12% | +6,324 | New |
| LVW Advisors, LLC | 6,330 | $409.7K | 0.09% | +6,330 | New |
| Tradition Wealth Management, LLC | 6,333 | $410.0K | 0.05% | −988−13.5% | Reduced |
| Graypoint LLC | 6,338 | $410.2K | 0.04% | −789−11.1% | Reduced |
| AlphaCore Capital LLC | 6,360 | $411.6K | 0.06% | +75+1.2% | Added |
| Key Client Fiduciary Advisors, LLC | 6,365 | $411.9K | 0.25% | −675−9.6% | Reduced |
| Sonora Investment Management Group, LLC | 6,376 | $412.6K | 0.04% | +1,168+22.4% | Added |
| Inceptionr LLC | 6,383 | $413.1K | 0.23% | +6,383 | New |
| Armstrong Advisory Group, Inc | 6,386 | $413.3K | 0.05% | −300−4.5% | Reduced |
| ICA Group Wealth Management, LLC | 6,417 | $415.3K | 0.12% | +1,404+28.0% | Added |
| Gratus Capital LLC | 6,437 | $416.6K | 0.03% | +251+4.1% | Added |
| Berger Financial Group, Inc | 6,450 | $417.4K | 0.05% | −23−0.4% | Reduced |
| Main Street Research LLC | 6,460 | $418.1K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,470 | $418.7K | 0.12% | +6,470 | New |
| Maven Securities LTD | 6,476 | $419.1K | 0.05% | +6,476 | New |
| Constitution Capital LLC | 6,508 | $421.2K | 0.29% | −100−1.5% | Reduced |
| BCR Wealth Strategies, LLC | 6,532 | $422.0K | 0.34% | +337+5.4% | Added |
| Balentine LLC | 6,522 | $422.1K | 0.01% | +1,688+34.9% | Added |
| Mosaic Family Wealth Partners, LLC | 6,527 | $422.4K | 0.08% | +5+0.1% | Added |
| Tradewinds, LLC. | 6,533 | $422.8K | 0.25% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 6,537 | $423.1K | 0.06% | +346+5.6% | Added |
| Acorn Financial Advisory Services Inc | 6,619 | $424.8K | 0.08% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 6,580 | $425.9K | 0.16% | −305−4.4% | Reduced |
| Teza Capital Management LLC | 6,600 | $427.2K | 0.07% | +6,600 | New |
| Charter Trust Co | 6,652 | $430.5K | 0.03% | −100−1.5% | Reduced |
| Alethea Capital Management, LLC | 6,658 | $430.9K | 0.53% | +6,658 | New |
| Union Savings Bank | 6,659 | $431.0K | 0.27% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 6,663 | $431.2K | 0.29% | −48−0.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,684 | $432.6K | 0.13% | −378−5.4% | Reduced |
| Rehmann Capital Advisory Group | 6,691 | $433.1K | 0.04% | +513+8.3% | Added |
| Alpha Cubed Investments, LLC | 6,692 | $433.1K | 0.03% | +338+5.3% | Added |
| PSI Advisors, LLC | 6,701 | $433.7K | 0.19% | +51+0.8% | Added |
| Congress Asset Management Co | 6,711 | $434.3K | 0.00% | +696+11.6% | Added |
| Ballew Advisors, Inc | 6,731 | $435.0K | 0.36% | +16+0.2% | Added |
| Sound Income Strategies, LLC | 6,729 | $435.5K | 0.04% | +2,172+47.7% | Added |
| Summit Financial Wealth Advisors, LLC | 6,350 | $436.4K | 0.11% | +1,000+18.7% | Added |
| Hexagon Capital Partners LLC | 6,761 | $437.6K | 0.11% | −89−1.3% | Reduced |
| TBH Global Asset Management, LLC | 6,780 | $438.8K | 0.08% | +6,780 | New |
| Probity Advisors, Inc. | 6,800 | $440.1K | 0.10% | −300−4.2% | Reduced |
| Marietta Wealth Management, LLC | 6,817 | $441.2K | 0.09% | −1,756−20.5% | Reduced |
| Builder Investment Group Inc | 6,829 | $442.0K | 0.17% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 6,843 | $442.9K | 0.02% | −358−5.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 6,840 | $443.0K | 0.10% | −23,961−77.8% | Reduced |
| Stokes Capital Advisors, LLC | 6,849 | $443.3K | 0.15% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,856 | $444.0K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,872 | $444.8K | 0.06% | −97−1.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,884 | $445.5K | 0.13% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,890 | $445.9K | 0.10% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 6,892 | $446.1K | 0.04% | −879−11.3% | Reduced |
| Clear Creek Financial Management, LLC | 6,908 | $447.1K | 0.08% | +13+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 6,914 | $447.5K | 0.02% | −350−4.8% | Reduced |
| Caldwell Trust Co | 6,953 | $450.0K | 0.06% | −463−6.2% | Reduced |
| Plan Group Financial, LLC | 6,957 | $450.2K | 0.32% | +6,957 | New |
| Cohen Investment Advisors LLC | 6,968 | $451.0K | 0.36% | −402−5.5% | Reduced |
| Allegheny Financial Group LTD | 6,981 | $451.8K | 0.17% | −1,615−18.8% | Reduced |
| Xcel Wealth Management, LLC | 6,983 | $452.0K | 0.18% | −352−4.8% | Reduced |
| Autumn Glory Partners, LLC | 6,995 | $452.7K | 0.28% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 7,009 | $453.6K | 0.09% | +88+1.3% | Added |
| Beacon Investment Advisors LLC | 7,030 | $455.0K | 0.32% | +26+0.4% | Added |
| Beaumont Asset Management, L.L.C. | 7,035 | $455.3K | 0.37% | +158+2.3% | Added |
| NorthCrest Asset Manangement, LLC | 7,047 | $456.1K | 0.02% | +625+9.7% | Added |
| Belpointe Asset Management LLC | 7,051 | $456.4K | 0.05% | +556+8.6% | Added |
| Van Hulzen Asset Management, LLC | 7,060 | $457.0K | 0.04% | −243−3.3% | Reduced |
| CX Institutional | 7,097 | $459.3K | 0.03% | −107−1.5% | Reduced |
| Sentry LLC | 7,100 | $459.5K | 0.10% | +4+0.1% | Added |
| City State Bank | 7,121 | $461.0K | 0.25% | +265+3.9% | Added |
| PFG Investments, LLC | 7,136 | $461.8K | 0.09% | +1,408+24.6% | Added |
| David J Yvars Group | 7,143 | $462.3K | 0.39% | +5+0.1% | Added |
| Haverford Trust Co | 7,176 | $464.4K | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 7,157 | $465.7K | 0.04% | +257+3.7% | Added |
| FDx Advisors, Inc. | 7,193 | $466.0K | 0.04% | −2,647−26.9% | Reduced |
| Conning Inc. | 7,276 | $470.9K | 0.02% | −110−1.5% | Reduced |
| Lathrop Investment Management Corp | 7,282 | $471.0K | 0.10% | −130−1.8% | Reduced |
| Moseley Investment Management Inc | 7,282 | $471.3K | 0.28% | +178+2.5% | Added |
| Moloney Securities Asset Management, LLC | 7,292 | $471.9K | 0.09% | −85−1.2% | Reduced |
| apricus wealth, LLC | 7,105 | $472.8K | 0.41% | +1,755+32.8% | Added |
| Delta Financial Group, Inc. | 7,302 | $473.0K | 0.16% | +7,302 | New |
| Cambridge Trust Co | 7,338 | $474.9K | 0.02% | +1,333+22.2% | Added |
| DFPG Investments, LLC | 6,990 | $475.6K | 0.04% | −280−3.9% | Reduced |
| Archer Investment Corp | 7,350 | $475.7K | 0.17% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 7,363 | $476.5K | 0.56% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,364 | $476.7K | 0.05% | −111−1.5% | Reduced |
| Peninsula Asset Management Inc | 7,390 | $478.3K | 0.30% | −100−1.3% | Reduced |
| Kowal Investment Group, LLC | 7,397 | $478.7K | 0.13% | +292+4.1% | Added |
| Northstar Advisory Group, LLC | 7,402 | $479.1K | 0.35% | +42+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 7,431 | $480.9K | 0.04% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 7,447 | $482.0K | 0.00% | −1,682−18.4% | Reduced |
| Summitry LLC | 7,450 | $482.2K | 0.03% | 00.0% | Unchanged |