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 |
|---|---|---|---|---|---|
| First National Corp | 9,851 | $637.5K | 0.17% | −30−0.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,821 | $635.6K | 0.06% | +1,365+16.1% | Added |
| Ancora Advisors, LLC | 9,818 | $635.4K | 0.02% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 9,775 | $632.6K | 0.58% | +9,775 | New |
| Beaumont Financial Advisors, LLC | 9,773 | $632.5K | 0.06% | −183−1.8% | Reduced |
| Modera Wealth Management, LLC | 9,769 | $632.2K | 0.01% | −6,383−39.5% | Reduced |
| Mirabella Financial Services LLP | 9,654 | $624.8K | 0.09% | +9,654 | New |
| St. Johns Investment Management Company, LLC | 9,617 | $622.4K | 0.36% | −38−0.4% | Reduced |
| KPP Advisory Services LLC | 9,615 | $622.3K | 0.21% | +9,615 | New |
| Mendel Money Management | 9,613 | $622.2K | 0.33% | +1,100+12.9% | Added |
| Garner Asset Management Corp | 9,589 | $621.0K | 0.37% | −598−5.9% | Reduced |
| Jump Financial, LLC | 9,587 | $620.5K | 0.02% | +9,587 | New |
| Gradient Investments LLC | 9,582 | $620.1K | 0.02% | −2,223−18.8% | Reduced |
| Quadrant Capital Group LLC | 9,555 | $618.4K | 0.06% | −364−3.7% | Reduced |
| Acorn Wealth Advisors, LLC | 9,521 | $616.2K | 0.41% | +95+1.0% | Added |
| Clarius Group, LLC | 9,506 | $615.2K | 0.06% | −3,412−26.4% | Reduced |
| First Hawaiian Bank | 9,495 | $614.5K | 0.02% | −241−2.5% | Reduced |
| Fidelis Capital Partners, LLC | 9,494 | $614.5K | 0.21% | +2,570+37.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,482 | $613.7K | 0.29% | +52+0.6% | Added |
| XML Financial, LLC | 9,469 | $612.8K | 0.07% | +829+9.6% | Added |
| Wedmont Private Capital | 9,293 | $612.5K | 0.06% | −2,269−19.6% | Reduced |
| Benin Management CORP | 9,462 | $612.4K | 0.23% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,458 | $612.2K | 0.02% | −555−5.5% | Reduced |
| Linscomb & Williams, Inc. | 9,455 | $611.9K | 0.04% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 9,433 | $610.5K | 0.14% | +17+0.2% | Added |
| Essex Savings Bank | 9,421 | $609.7K | 0.21% | +1,267+15.5% | Added |
| Madden Securities Corp | 9,396 | $608.1K | 0.34% | −75−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 9,380 | $607.1K | 0.00% | −1,183,600−99.2% | Reduced |
| Balboa Wealth Partners | 9,335 | $604.1K | 0.23% | −279−2.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,333 | $604.0K | 0.24% | −473−4.8% | Reduced |
| Citizens Financial Group Inc | 9,315 | $602.8K | 0.02% | −7,074−43.2% | Reduced |
| Tucker Asset Management LLC | 9,234 | $597.6K | 0.16% | +3,505+61.2% | Added |
| Eagle Strategies LLC | 9,116 | $590.0K | 0.15% | +30.0% | Added |
| Cypress Capital Group | 9,087 | $588.1K | 0.08% | +300+3.4% | Added |
| Juncture Wealth Strategies, LLC | 9,075 | $587.3K | 0.29% | −100−1.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $586.0K | 0.26% | 00.0% | Unchanged |
| West Family Investments, Inc. | 9,048 | $585.6K | 0.20% | +128+1.4% | Added |
| NorthRock Partners, LLC | 9,048 | $585.6K | 0.06% | +474+5.5% | Added |
| AdvisorNet Financial, Inc | 9,028 | $584.3K | 0.05% | −3,176−26.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,019 | $583.7K | 0.29% | +224+2.5% | Added |
| Quantamental Technologies LLC | 8,993 | $582.0K | 0.55% | +8,993 | New |
| Roberts Glore & Co Inc | 8,990 | $581.8K | 0.19% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,989 | $581.8K | 0.08% | −1,341−13.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,946 | $579.0K | 0.05% | +8,946 | New |
| Rodgers Brothers Inc. | 8,943 | $578.8K | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 8,942 | $578.8K | 0.03% | +1,684+23.2% | Added |
| Exchange Traded Concepts, LLC | 8,924 | $577.6K | 0.02% | −2,893−24.5% | Reduced |
| Wagner Wealth Management, LLC | 8,923 | $577.5K | 0.21% | +741+9.1% | Added |
| Successful Portfolios LLC | 8,882 | $574.8K | 0.51% | +6+0.1% | Added |
| Chicago Partners Investment Group LLC | 8,757 | $573.0K | 0.03% | −14−0.2% | Reduced |
| Home Federal Bank of Tennessee | 8,724 | $564.6K | 0.21% | +431+5.2% | Added |
| Howard Capital Management Group, LLC | 8,698 | $562.9K | 0.05% | +10.0% | Added |
| Intech Investment Management LLC | 8,670 | $561.1K | 0.01% | −24,931−74.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,657 | $560.3K | 0.20% | +44+0.5% | Added |
| Vista Capital Partners, Inc. | 8,625 | $558.2K | 0.08% | −430−4.7% | Reduced |
| William Allan, LLC | 8,581 | $555.4K | 0.44% | +50+0.6% | Added |
| Atlas Brown,Inc. | 8,569 | $554.6K | 0.25% | +53+0.6% | Added |
| Mechanics Financial Corp | 8,559 | $553.9K | 0.30% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,558 | $553.9K | 0.02% | −852−9.1% | Reduced |
| Gladstone Institutional Advisory LLC | 8,539 | $552.6K | 0.04% | −1,154−11.9% | Reduced |
| Ameritas Advisory Services, LLC | 8,388 | $552.5K | 0.03% | +3,305+65.0% | Added |
| Beacon Financial Group | 8,126 | $550.0K | 0.08% | −70−0.9% | Reduced |
| Perpetual Ltd | 8,484 | $549.1K | 0.01% | +1,400+19.8% | Added |
| Capital Asset Advisory Services LLC | 8,176 | $548.6K | 0.04% | −1,764−17.7% | Reduced |
| Kennedy Investment Group | 8,462 | $547.6K | 0.33% | +710+9.2% | Added |
| Atlantic Union Bankshares Corp | 8,435 | $545.9K | 0.06% | −156−1.8% | Reduced |
| Gables Capital Management Inc. | 8,396 | $543.4K | 0.38% | +265+3.3% | Added |
| First Command Advisory Services, Inc. | 8,370 | $541.7K | 0.01% | +8,370 | New |
| Thrive Wealth Management, LLC | 8,361 | $541.1K | 0.14% | +833+11.1% | Added |
| Mogy Joel R Investment Counsel Inc | 8,333 | $539.3K | 0.05% | −11,200−57.3% | Reduced |
| Buck Wealth Strategies, LLC | 8,282 | $536.0K | 0.22% | +7,407+846.5% | Added |
| Ballentine Partners, LLC | 8,268 | $535.1K | 0.01% | −2,461−22.9% | Reduced |
| Prairie Sky Financial Group LLC | 8,191 | $530.1K | 0.37% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 8,170 | $528.8K | 0.38% | +1,205+17.3% | Added |
| Franklin Street Advisors Inc | 8,164 | $528.0K | 0.05% | −105−1.3% | Reduced |
| Welch & Forbes LLC | 8,157 | $527.9K | 0.01% | −533−6.1% | Reduced |
| Eqis Capital Management, Inc. | 8,139 | $526.7K | 0.06% | +1,969+31.9% | Added |
| GPS Wealth Strategies Group, LLC | 8,090 | $523.6K | 0.10% | −655−7.5% | Reduced |
| BIP Wealth, LLC | 8,073 | $522.5K | 0.05% | −2,025−20.1% | Reduced |
| Clearstead Advisors, LLC | 8,055 | $521.3K | 0.03% | +341+4.4% | Added |
| Fiduciary Trust Co | 8,054 | $521.3K | 0.01% | −751−8.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,039 | $520.3K | 0.09% | −8−0.1% | Reduced |
| Colonial River Wealth Management, LLC | 8,028 | $519.6K | 0.34% | +4,781+147.2% | Added |
| Horizon Investments, LLC | 8,013 | $518.6K | 0.02% | +40.0% | Added |
| Evergreen Capital Management LLC | 8,011 | $518.5K | 0.02% | −1,343−14.4% | Reduced |
| UniSuper Management Pty Ltd | 8,000 | $517.8K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 7,985 | $516.8K | 0.02% | −2,822−26.1% | Reduced |
| Optimum Investment Advisors | 7,956 | $514.9K | 0.26% | +720+10.0% | Added |
| Register Financial Advisors LLC | 7,951 | $514.6K | 0.38% | +2,575+47.9% | Added |
| Bath Savings Trust Co | 7,938 | $513.7K | 0.06% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 7,906 | $511.7K | 0.27% | −882−10.0% | Reduced |
| Richwood Investment Advisors, LLC | 7,868 | $509.2K | 0.52% | −325−4.0% | Reduced |
| World Equity Group, Inc. | 7,842 | $507.6K | 0.11% | +4,580+140.4% | Added |
| Element Wealth, LLC | 7,834 | $507.0K | 0.37% | +37+0.5% | Added |
| Northwest Bancshares, Inc. | 7,829 | $506.7K | 0.10% | +812+11.6% | Added |
| McLean Asset Management Corp | 7,625 | $506.6K | 0.21% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,758 | $502.1K | 0.41% | −1,163−13.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,756 | $502.0K | 0.00% | −99,260−92.8% | 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 |