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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 7,473 | $483.6K | 0.06% | −199−2.6% | Reduced |
| Baldwin Investment Management, LLC | 7,475 | $483.8K | 0.08% | −300−3.9% | Reduced |
| Lakeshore Financial Planning, Inc. | 7,484 | $484.4K | 0.28% | +7,484 | New |
| CoreCap Advisors, LLC | 7,486 | $484.5K | 0.03% | −197−2.6% | Reduced |
| Tiedemann Advisors, LLC | 7,517 | $486.5K | 0.02% | +7,517 | New |
| Firestone Capital Management | 7,524 | $487.0K | 0.17% | 00.0% | Unchanged |
| W Advisors, LLC | 7,527 | $487.1K | 0.40% | −200−2.6% | Reduced |
| Slagle Financial, LLC | 7,568 | $489.8K | 0.30% | −870−10.3% | Reduced |
| Private Capital Management, LLC | 7,582 | $490.7K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,590 | $491.2K | 0.01% | +26+0.3% | Added |
| Chicago Capital, LLC | 7,608 | $492.4K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 7,666 | $496.2K | 0.16% | −870−10.2% | Reduced |
| Trust Co of Toledo NA | 7,704 | $498.6K | 0.10% | −1,660−17.7% | Reduced |
| Baldwin Brothers Inc | 7,704 | $498.6K | 0.04% | −250−3.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,756 | $502.0K | 0.00% | −99,260−92.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,758 | $502.1K | 0.41% | −1,163−13.0% | Reduced |
| McLean Asset Management Corp | 7,625 | $506.6K | 0.21% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 7,829 | $506.7K | 0.10% | +812+11.6% | Added |
| Element Wealth, LLC | 7,834 | $507.0K | 0.37% | +37+0.5% | Added |
| World Equity Group, Inc. | 7,842 | $507.6K | 0.11% | +4,580+140.4% | Added |
| Richwood Investment Advisors, LLC | 7,868 | $509.2K | 0.52% | −325−4.0% | Reduced |
| Trinity Financial Advisors LLC | 7,906 | $511.7K | 0.27% | −882−10.0% | Reduced |
| Bath Savings Trust Co | 7,938 | $513.7K | 0.06% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 7,951 | $514.6K | 0.38% | +2,575+47.9% | Added |
| Optimum Investment Advisors | 7,956 | $514.9K | 0.26% | +720+10.0% | Added |
| Ritholtz Wealth Management | 7,985 | $516.8K | 0.02% | −2,822−26.1% | Reduced |
| UniSuper Management Pty Ltd | 8,000 | $517.8K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,011 | $518.5K | 0.02% | −1,343−14.4% | Reduced |
| Horizon Investments, LLC | 8,013 | $518.6K | 0.02% | +40.0% | Added |
| Colonial River Wealth Management, LLC | 8,028 | $519.6K | 0.34% | +4,781+147.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,039 | $520.3K | 0.09% | −8−0.1% | Reduced |
| Fiduciary Trust Co | 8,054 | $521.3K | 0.01% | −751−8.5% | Reduced |
| Clearstead Advisors, LLC | 8,055 | $521.3K | 0.03% | +341+4.4% | Added |
| BIP Wealth, LLC | 8,073 | $522.5K | 0.05% | −2,025−20.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,090 | $523.6K | 0.10% | −655−7.5% | Reduced |
| Eqis Capital Management, Inc. | 8,139 | $526.7K | 0.06% | +1,969+31.9% | Added |
| Welch & Forbes LLC | 8,157 | $527.9K | 0.01% | −533−6.1% | Reduced |
| Franklin Street Advisors Inc | 8,164 | $528.0K | 0.05% | −105−1.3% | Reduced |
| Woodward Diversified Capital, LLC | 8,170 | $528.8K | 0.38% | +1,205+17.3% | Added |
| Prairie Sky Financial Group LLC | 8,191 | $530.1K | 0.37% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,268 | $535.1K | 0.01% | −2,461−22.9% | Reduced |
| Buck Wealth Strategies, LLC | 8,282 | $536.0K | 0.22% | +7,407+846.5% | Added |
| Mogy Joel R Investment Counsel Inc | 8,333 | $539.3K | 0.05% | −11,200−57.3% | Reduced |
| Thrive Wealth Management, LLC | 8,361 | $541.1K | 0.14% | +833+11.1% | Added |
| First Command Advisory Services, Inc. | 8,370 | $541.7K | 0.01% | +8,370 | New |
| Gables Capital Management Inc. | 8,396 | $543.4K | 0.38% | +265+3.3% | Added |
| Atlantic Union Bankshares Corp | 8,435 | $545.9K | 0.06% | −156−1.8% | Reduced |
| Kennedy Investment Group | 8,462 | $547.6K | 0.33% | +710+9.2% | Added |
| Capital Asset Advisory Services LLC | 8,176 | $548.6K | 0.04% | −1,764−17.7% | Reduced |
| Perpetual Ltd | 8,484 | $549.1K | 0.01% | +1,400+19.8% | Added |
| Beacon Financial Group | 8,126 | $550.0K | 0.08% | −70−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 8,388 | $552.5K | 0.03% | +3,305+65.0% | Added |
| Gladstone Institutional Advisory LLC | 8,539 | $552.6K | 0.04% | −1,154−11.9% | Reduced |
| Summit Trail Advisors, LLC | 8,558 | $553.9K | 0.02% | −852−9.1% | Reduced |
| Mechanics Financial Corp | 8,559 | $553.9K | 0.30% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 8,569 | $554.6K | 0.25% | +53+0.6% | Added |
| William Allan, LLC | 8,581 | $555.4K | 0.44% | +50+0.6% | Added |
| Vista Capital Partners, Inc. | 8,625 | $558.2K | 0.08% | −430−4.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,657 | $560.3K | 0.20% | +44+0.5% | Added |
| Intech Investment Management LLC | 8,670 | $561.1K | 0.01% | −24,931−74.2% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $562.9K | 0.05% | +10.0% | Added |
| Home Federal Bank of Tennessee | 8,724 | $564.6K | 0.21% | +431+5.2% | Added |
| Chicago Partners Investment Group LLC | 8,757 | $573.0K | 0.03% | −14−0.2% | Reduced |
| Successful Portfolios LLC | 8,882 | $574.8K | 0.51% | +6+0.1% | Added |
| Wagner Wealth Management, LLC | 8,923 | $577.5K | 0.21% | +741+9.1% | Added |
| Exchange Traded Concepts, LLC | 8,924 | $577.6K | 0.02% | −2,893−24.5% | Reduced |
| Buckingham Strategic Partners | 8,942 | $578.8K | 0.03% | +1,684+23.2% | Added |
| Rodgers Brothers Inc. | 8,943 | $578.8K | 0.10% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 8,946 | $579.0K | 0.05% | +8,946 | New |
| Sunbelt Securities, Inc. | 8,989 | $581.8K | 0.08% | −1,341−13.0% | Reduced |
| Roberts Glore & Co Inc | 8,990 | $581.8K | 0.19% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 8,993 | $582.0K | 0.55% | +8,993 | New |
| Carmichael Hill & Associates, Inc. | 9,019 | $583.7K | 0.29% | +224+2.5% | Added |
| AdvisorNet Financial, Inc | 9,028 | $584.3K | 0.05% | −3,176−26.0% | Reduced |
| NorthRock Partners, LLC | 9,048 | $585.6K | 0.06% | +474+5.5% | Added |
| West Family Investments, Inc. | 9,048 | $585.6K | 0.20% | +128+1.4% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $586.0K | 0.26% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 9,075 | $587.3K | 0.29% | −100−1.1% | Reduced |
| Cypress Capital Group | 9,087 | $588.1K | 0.08% | +300+3.4% | Added |
| Eagle Strategies LLC | 9,116 | $590.0K | 0.15% | +30.0% | Added |
| Tucker Asset Management LLC | 9,234 | $597.6K | 0.16% | +3,505+61.2% | Added |
| Citizens Financial Group Inc | 9,315 | $602.8K | 0.02% | −7,074−43.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,333 | $604.0K | 0.24% | −473−4.8% | Reduced |
| Balboa Wealth Partners | 9,335 | $604.1K | 0.23% | −279−2.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 9,380 | $607.1K | 0.00% | −1,183,600−99.2% | Reduced |
| Madden Securities Corp | 9,396 | $608.1K | 0.34% | −75−0.8% | Reduced |
| Essex Savings Bank | 9,421 | $609.7K | 0.21% | +1,267+15.5% | Added |
| Affinity Wealth Management LLC | 9,433 | $610.5K | 0.14% | +17+0.2% | Added |
| Linscomb & Williams, Inc. | 9,455 | $611.9K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,458 | $612.2K | 0.02% | −555−5.5% | Reduced |
| Benin Management CORP | 9,462 | $612.4K | 0.23% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,293 | $612.5K | 0.06% | −2,269−19.6% | Reduced |
| XML Financial, LLC | 9,469 | $612.8K | 0.07% | +829+9.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,482 | $613.7K | 0.29% | +52+0.6% | Added |
| Fidelis Capital Partners, LLC | 9,494 | $614.5K | 0.21% | +2,570+37.1% | Added |
| First Hawaiian Bank | 9,495 | $614.5K | 0.02% | −241−2.5% | Reduced |
| Clarius Group, LLC | 9,506 | $615.2K | 0.06% | −3,412−26.4% | Reduced |
| Acorn Wealth Advisors, LLC | 9,521 | $616.2K | 0.41% | +95+1.0% | Added |
| Quadrant Capital Group LLC | 9,555 | $618.4K | 0.06% | −364−3.7% | Reduced |
| Gradient Investments LLC | 9,582 | $620.1K | 0.02% | −2,223−18.8% | Reduced |