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 5 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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 9,587 | $620.5K | 0.02% | +9,587 | New |
| Garner Asset Management Corp | 9,589 | $621.0K | 0.37% | −598−5.9% | Reduced |
| Mendel Money Management | 9,613 | $622.2K | 0.33% | +1,100+12.9% | Added |
| KPP Advisory Services LLC | 9,615 | $622.3K | 0.21% | +9,615 | New |
| St. Johns Investment Management Company, LLC | 9,617 | $622.4K | 0.36% | −38−0.4% | Reduced |
| Mirabella Financial Services LLP | 9,654 | $624.8K | 0.09% | +9,654 | New |
| Modera Wealth Management, LLC | 9,769 | $632.2K | 0.01% | −6,383−39.5% | Reduced |
| Beaumont Financial Advisors, LLC | 9,773 | $632.5K | 0.06% | −183−1.8% | Reduced |
| BluePath Capital Management, LLC | 9,775 | $632.6K | 0.58% | +9,775 | New |
| Ancora Advisors, LLC | 9,818 | $635.4K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 9,821 | $635.6K | 0.06% | +1,365+16.1% | Added |
| First National Corp | 9,851 | $637.5K | 0.17% | −30−0.3% | Reduced |
| Marco Investment Management LLC | 9,875 | $639.1K | 0.07% | −1,381−12.3% | Reduced |
| Monetary Management Group Inc | 9,876 | $639.2K | 0.21% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 9,917 | $641.8K | 0.47% | +357+3.7% | Added |
| Bradley Foster & Sargent Inc | 9,138 | $641.9K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 9,947 | $643.8K | 0.03% | +359+3.7% | Added |
| Thoroughbred Financial Services, LLC | 9,953 | $644.0K | 0.06% | +3,678+58.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,928 | $645.0K | 0.09% | −599−5.7% | Reduced |
| Excalibur Management Corp | 10,020 | $648.5K | 0.34% | −100−1.0% | Reduced |
| Summit Financial Group Inc | 10,034 | $649.4K | 0.27% | −400−3.8% | Reduced |
| Journey Advisory Group, LLC | 10,058 | $651.0K | 0.10% | 00.0% | Unchanged |
| Arrow Financial Corp | 10,064 | $651.3K | 0.08% | −76−0.7% | Reduced |
| JT Stratford LLC | 10,067 | $651.5K | 0.17% | +1,963+24.2% | Added |
| TD Waterhouse Canada Inc. | 10,245 | $653.3K | 0.01% | −9,203−47.3% | Reduced |
| Bessemer Group Inc | 10,095 | $654.0K | 0.00% | −3,022−23.0% | Reduced |
| North Star Investment Management Corp. | 10,123 | $655.1K | 0.06% | +11+0.1% | Added |
| Nwam LLC | 10,174 | $658.5K | 0.07% | −215−2.1% | Reduced |
| Resolution Capital Ltd | 10,194 | $659.8K | 0.01% | +10,194 | New |
| Park National Corp | 10,199 | $660.1K | 0.03% | −158−1.5% | Reduced |
| Longfellow Investment Management Co LLC | 10,234 | $662.3K | 0.18% | +10,234 | New |
| EPG Wealth Management LLC | 10,245 | $663.1K | 0.20% | +29+0.3% | Added |
| Intrua Financial, LLC | 10,287 | $665.8K | 0.12% | −806−7.3% | Reduced |
| Valley Brook Capital Group | 10,343 | $669.4K | 0.66% | −97−0.9% | Reduced |
| Wintrust Investments LLC | 10,369 | $671.0K | 0.07% | +196+1.9% | Added |
| Firethorn Wealth Partners, LLC | 10,381 | $671.8K | 0.52% | +100+1.0% | Added |
| Strategic Investment Solutions, Inc. | 9,787 | $680.0K | 0.01% | +9,173+1,494.0% | Added |
| RSM US Wealth Management LLC | 10,555 | $683.1K | 0.02% | +19+0.2% | Added |
| Sunburst Financial Group, LLC | 10,563 | $683.6K | 0.24% | +20.0% | Added |
| Morningstar Investment Management LLC | 10,580 | $685.0K | 0.09% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 10,586 | $685.2K | 0.17% | +319+3.1% | Added |
| HBK Sorce Advisory LLC | 10,610 | $686.7K | 0.03% | +388+3.8% | Added |
| ProVise Management Group, LLC | 10,619 | $687.3K | 0.06% | −1,152−9.8% | Reduced |
| Insight Inv LLC | 10,380 | $689.6K | 0.76% | −190−1.8% | Reduced |
| Centre Asset Management, LLC | 10,656 | $690.0K | 0.17% | −170−1.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,663 | $690.1K | 0.14% | −11−0.1% | Reduced |
| Flputnam Investment Management Co | 10,666 | $690.3K | 0.02% | +4,376+69.6% | Added |
| Gilbert & Cook, Inc. | 10,740 | $695.1K | 0.11% | +926+9.4% | Added |
| FourThought Financial Partners, LLC | 10,755 | $696.0K | 0.10% | −624−5.5% | Reduced |
| Chesley Taft & Associates LLC | 10,802 | $699.1K | 0.05% | −300−2.7% | Reduced |
| Allred Capital Management, LLC | 10,842 | $701.7K | 0.35% | −136−1.2% | Reduced |
| Comerica Securities,inc. | 10,849 | $702.1K | 0.06% | −3,213−22.8% | Reduced |
| MEMBERS Trust Co | 10,822 | $704.2K | 0.02% | +900+9.1% | Added |
| Silverlake Wealth Management LLC | 10,883 | $704.4K | 0.40% | −255−2.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,921 | $706.8K | 0.09% | +225+2.1% | Added |
| Atlantic Trust, LLC | 10,958 | $709.2K | 0.23% | +50+0.5% | Added |
| Transamerica Financial Advisors, Inc. | 10,986 | $711.0K | 0.10% | +163+1.5% | Added |
| Cape Cod Five Cents Savings Bank | 10,988 | $711.1K | 0.04% | +5,101+86.6% | Added |
| Detalus Advisors, LLC | 11,014 | $712.8K | 0.33% | −490−4.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 11,018 | $713.1K | 0.19% | +391+3.7% | Added |
| Aberdeen Wealth Management LLC | 11,019 | $713.2K | 0.54% | +50.0% | Added |
| Farmers Trust Co | 11,045 | $714.8K | 0.16% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 11,072 | $716.5K | 0.05% | −169−1.5% | Reduced |
| GoalVest Advisory LLC | 11,134 | $720.6K | 0.36% | +494+4.6% | Added |
| Plimoth Trust Co LLC | 11,142 | $721.1K | 0.23% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 11,152 | $721.7K | 0.26% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,154 | $721.9K | 0.26% | −20.0% | Reduced |
| NEOS Investment Management LLC | 11,159 | $722.2K | 0.09% | +11,159 | New |
| Live Oak Investment Partners | – | $726.7K | 0.63% | – | – |
| Perigon Wealth Management, LLC | 11,308 | $731.8K | 0.03% | −4,157−26.9% | Reduced |
| Viawealth, LLC | 11,319 | $732.6K | 0.54% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 11,400 | $737.8K | 0.14% | +11,400 | New |
| HM Payson & Co | 11,408 | $738.3K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 11,417 | $738.9K | 0.02% | +11,417 | New |
| LaFleur & Godfrey LLC | 11,448 | $740.9K | 0.12% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 11,461 | $742.0K | 0.33% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 11,561 | $748.2K | 0.42% | +11,561 | New |
| Jeppson Wealth Management, LLC | 11,571 | $748.9K | 0.34% | +1,070+10.2% | Added |
| Toews Corp | 11,600 | $750.8K | 0.45% | +11,600 | New |
| Guardian Wealth Advisors, LLC | 11,617 | $751.9K | 0.13% | −144−1.2% | Reduced |
| Financial Advocates Investment Management | 11,629 | $752.7K | 0.06% | +857+8.0% | Added |
| Bartlett & Co. Wealth Management LLC | 11,665 | $754.9K | 0.01% | −56−0.5% | Reduced |
| Bartlett & Co. LLC | 11,665 | $755.0K | 0.01% | −56−0.5% | Reduced |
| Eisler Capital (US) LLC | 11,673 | $755.5K | 0.28% | +11,673 | New |
| Schechter Investment Advisors, LLC | 11,674 | $755.5K | 0.07% | +1,237+11.9% | Added |
| Waterfront Wealth Inc. | 11,569 | $757.1K | 0.25% | +2,435+26.7% | Added |
| Cigna Investments Inc | 11,720 | $759.0K | 0.17% | −1,509−11.4% | Reduced |
| Baker Boyer National Bank | 11,741 | $759.9K | 0.31% | +5,657+93.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 11,744 | $760.1K | 0.23% | 00.0% | Unchanged |
| Walleye Trading LLC | 11,764 | $761.4K | 0.02% | +11,764 | New |
| Cassaday & Co Wealth Management LLC | 11,831 | $765.7K | 0.03% | −61−0.5% | Reduced |
| Bangor Savings Bank | 11,835 | $766.0K | 0.09% | +512+4.5% | Added |
| Twin Capital Management Inc | 11,866 | $768.0K | 0.11% | −976−7.6% | Reduced |
| Shepherd Financial Partners LLC | 11,899 | $770.1K | 0.12% | −255−2.1% | Reduced |
| Bahl & Gaynor Inc | 11,969 | $774.6K | 0.00% | +133+1.1% | Added |
| Resources Management Corp | 11,985 | $776.0K | 0.13% | +390+3.4% | Added |
| Carnegie Capital Asset Management, LLC | 11,991 | $776.1K | 0.03% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 11,998 | $776.5K | 0.57% | 00.0% | Unchanged |
| Chicago Trust Co NA | 12,011 | $777.4K | 0.20% | −403−3.2% | Reduced |
| Rogco, LP | 12,045 | $779.6K | 0.38% | +12,045 | New |