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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 7,666 | $496.2K | 0.16% | −870−10.2% | Reduced |
| Chicago Capital, LLC | 7,608 | $492.4K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,590 | $491.2K | 0.01% | +26+0.3% | Added |
| Private Capital Management, LLC | 7,582 | $490.7K | 0.06% | 00.0% | Unchanged |
| Slagle Financial, LLC | 7,568 | $489.8K | 0.30% | −870−10.3% | Reduced |
| W Advisors, LLC | 7,527 | $487.1K | 0.40% | −200−2.6% | Reduced |
| Firestone Capital Management | 7,524 | $487.0K | 0.17% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 7,517 | $486.5K | 0.02% | +7,517 | New |
| CoreCap Advisors, LLC | 7,486 | $484.5K | 0.03% | −197−2.6% | Reduced |
| Lakeshore Financial Planning, Inc. | 7,484 | $484.4K | 0.28% | +7,484 | New |
| Baldwin Investment Management, LLC | 7,475 | $483.8K | 0.08% | −300−3.9% | Reduced |
| Colonial Trust Advisors | 7,473 | $483.6K | 0.06% | −199−2.6% | Reduced |
| Summitry LLC | 7,450 | $482.2K | 0.03% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 7,447 | $482.0K | 0.00% | −1,682−18.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,431 | $480.9K | 0.04% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 7,402 | $479.1K | 0.35% | +42+0.6% | Added |
| Kowal Investment Group, LLC | 7,397 | $478.7K | 0.13% | +292+4.1% | Added |
| Peninsula Asset Management Inc | 7,390 | $478.3K | 0.30% | −100−1.3% | Reduced |
| Nations Financial Group Inc, | 7,364 | $476.7K | 0.05% | −111−1.5% | Reduced |
| Wulff, Hansen & Co. | 7,363 | $476.5K | 0.56% | 00.0% | Unchanged |
| Archer Investment Corp | 7,350 | $475.7K | 0.17% | 00.0% | Unchanged |
| DFPG Investments, LLC | 6,990 | $475.6K | 0.04% | −280−3.9% | Reduced |
| Cambridge Trust Co | 7,338 | $474.9K | 0.02% | +1,333+22.2% | Added |
| Delta Financial Group, Inc. | 7,302 | $473.0K | 0.16% | +7,302 | New |
| apricus wealth, LLC | 7,105 | $472.8K | 0.41% | +1,755+32.8% | Added |
| Moloney Securities Asset Management, LLC | 7,292 | $471.9K | 0.09% | −85−1.2% | Reduced |
| Moseley Investment Management Inc | 7,282 | $471.3K | 0.28% | +178+2.5% | Added |
| Lathrop Investment Management Corp | 7,282 | $471.0K | 0.10% | −130−1.8% | Reduced |
| Conning Inc. | 7,276 | $470.9K | 0.02% | −110−1.5% | Reduced |
| FDx Advisors, Inc. | 7,193 | $466.0K | 0.04% | −2,647−26.9% | Reduced |
| Vinva Investment Management Ltd | 7,157 | $465.7K | 0.04% | +257+3.7% | Added |
| Haverford Trust Co | 7,176 | $464.4K | 0.01% | 00.0% | Unchanged |
| David J Yvars Group | 7,143 | $462.3K | 0.39% | +5+0.1% | Added |
| PFG Investments, LLC | 7,136 | $461.8K | 0.09% | +1,408+24.6% | Added |
| City State Bank | 7,121 | $461.0K | 0.25% | +265+3.9% | Added |
| Sentry LLC | 7,100 | $459.5K | 0.10% | +4+0.1% | Added |
| CX Institutional | 7,097 | $459.3K | 0.03% | −107−1.5% | Reduced |
| Van Hulzen Asset Management, LLC | 7,060 | $457.0K | 0.04% | −243−3.3% | Reduced |
| Belpointe Asset Management LLC | 7,051 | $456.4K | 0.05% | +556+8.6% | Added |
| NorthCrest Asset Manangement, LLC | 7,047 | $456.1K | 0.02% | +625+9.7% | Added |
| Beaumont Asset Management, L.L.C. | 7,035 | $455.3K | 0.37% | +158+2.3% | Added |
| Beacon Investment Advisors LLC | 7,030 | $455.0K | 0.32% | +26+0.4% | Added |
| NFP Retirement, Inc. | 7,009 | $453.6K | 0.09% | +88+1.3% | Added |
| Autumn Glory Partners, LLC | 6,995 | $452.7K | 0.28% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 6,983 | $452.0K | 0.18% | −352−4.8% | Reduced |
| Allegheny Financial Group LTD | 6,981 | $451.8K | 0.17% | −1,615−18.8% | Reduced |
| Cohen Investment Advisors LLC | 6,968 | $451.0K | 0.36% | −402−5.5% | Reduced |
| Plan Group Financial, LLC | 6,957 | $450.2K | 0.32% | +6,957 | New |
| Caldwell Trust Co | 6,953 | $450.0K | 0.06% | −463−6.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,914 | $447.5K | 0.02% | −350−4.8% | Reduced |
| Clear Creek Financial Management, LLC | 6,908 | $447.1K | 0.08% | +13+0.2% | Added |
| McKinley Carter Wealth Services, Inc. | 6,892 | $446.1K | 0.04% | −879−11.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $445.9K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 6,884 | $445.5K | 0.13% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,872 | $444.8K | 0.06% | −97−1.4% | Reduced |
| Symmetry Partners, LLC | 6,856 | $444.0K | 0.02% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 6,849 | $443.3K | 0.15% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 6,840 | $443.0K | 0.10% | −23,961−77.8% | Reduced |
| Exencial Wealth Advisors, LLC | 6,843 | $442.9K | 0.02% | −358−5.0% | Reduced |
| Builder Investment Group Inc | 6,829 | $442.0K | 0.17% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 6,817 | $441.2K | 0.09% | −1,756−20.5% | Reduced |
| Probity Advisors, Inc. | 6,800 | $440.1K | 0.10% | −300−4.2% | Reduced |
| TBH Global Asset Management, LLC | 6,780 | $438.8K | 0.08% | +6,780 | New |
| Hexagon Capital Partners LLC | 6,761 | $437.6K | 0.11% | −89−1.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,350 | $436.4K | 0.11% | +1,000+18.7% | Added |
| Sound Income Strategies, LLC | 6,729 | $435.5K | 0.04% | +2,172+47.7% | Added |
| Ballew Advisors, Inc | 6,731 | $435.0K | 0.36% | +16+0.2% | Added |
| Congress Asset Management Co | 6,711 | $434.3K | 0.00% | +696+11.6% | Added |
| PSI Advisors, LLC | 6,701 | $433.7K | 0.19% | +51+0.8% | Added |
| Alpha Cubed Investments, LLC | 6,692 | $433.1K | 0.03% | +338+5.3% | Added |
| Rehmann Capital Advisory Group | 6,691 | $433.1K | 0.04% | +513+8.3% | Added |
| Jackson Hole Capital Partners, LLC | 6,684 | $432.6K | 0.13% | −378−5.4% | Reduced |
| IVC Wealth Advisors LLC | 6,663 | $431.2K | 0.29% | −48−0.7% | Reduced |
| Union Savings Bank | 6,659 | $431.0K | 0.27% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 6,658 | $430.9K | 0.53% | +6,658 | New |
| Charter Trust Co | 6,652 | $430.5K | 0.03% | −100−1.5% | Reduced |
| Teza Capital Management LLC | 6,600 | $427.2K | 0.07% | +6,600 | New |
| Brady Family Wealth, LLC | 6,580 | $425.9K | 0.16% | −305−4.4% | Reduced |
| Acorn Financial Advisory Services Inc | 6,619 | $424.8K | 0.08% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 6,537 | $423.1K | 0.06% | +346+5.6% | Added |
| Tradewinds, LLC. | 6,533 | $422.8K | 0.25% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 6,527 | $422.4K | 0.08% | +5+0.1% | Added |
| Balentine LLC | 6,522 | $422.1K | 0.01% | +1,688+34.9% | Added |
| BCR Wealth Strategies, LLC | 6,532 | $422.0K | 0.34% | +337+5.4% | Added |
| Constitution Capital LLC | 6,508 | $421.2K | 0.29% | −100−1.5% | Reduced |
| Maven Securities LTD | 6,476 | $419.1K | 0.05% | +6,476 | New |
| Fox Run Management, L.L.C. | 6,470 | $418.7K | 0.12% | +6,470 | New |
| Main Street Research LLC | 6,460 | $418.1K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,450 | $417.4K | 0.05% | −23−0.4% | Reduced |
| Gratus Capital LLC | 6,437 | $416.6K | 0.03% | +251+4.1% | Added |
| ICA Group Wealth Management, LLC | 6,417 | $415.3K | 0.12% | +1,404+28.0% | Added |
| Armstrong Advisory Group, Inc | 6,386 | $413.3K | 0.05% | −300−4.5% | Reduced |
| Inceptionr LLC | 6,383 | $413.1K | 0.23% | +6,383 | New |
| Sonora Investment Management Group, LLC | 6,376 | $412.6K | 0.04% | +1,168+22.4% | Added |
| Key Client Fiduciary Advisors, LLC | 6,365 | $411.9K | 0.25% | −675−9.6% | Reduced |
| AlphaCore Capital LLC | 6,360 | $411.6K | 0.06% | +75+1.2% | Added |
| Graypoint LLC | 6,338 | $410.2K | 0.04% | −789−11.1% | Reduced |
| Tradition Wealth Management, LLC | 6,333 | $410.0K | 0.05% | −988−13.5% | Reduced |
| LVW Advisors, LLC | 6,330 | $409.7K | 0.09% | +6,330 | New |
| Lineweaver Wealth Advisors, LLC | 6,324 | $409.3K | 0.12% | +6,324 | New |