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 |
|---|---|---|---|---|---|
| LCNB Corp | 6,321 | $409.1K | 0.18% | −200−3.1% | Reduced |
| 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 |
| Keystone Financial Group | 6,303 | $407.9K | 0.07% | +185+3.0% | Added |
| SFMG, LLC | 6,289 | $407.0K | 0.04% | +1,640+35.3% | Added |
| Benjamin Edwards Inc | 6,264 | $405.0K | 0.10% | −306−4.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,257 | $404.9K | 0.14% | −133−2.1% | Reduced |
| Novare Capital Management LLC | 6,248 | $404.4K | 0.05% | −337−5.1% | 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 |
| Thrive Capital Management, LLC | 6,218 | $402.4K | 0.22% | −584−8.6% | Reduced |
| Verus Financial Partners, Inc. | 6,030 | $401.3K | 0.05% | +180+3.1% | Added |
| Mission Wealth Management, LP | 6,192 | $400.7K | 0.02% | +25+0.4% | Added |
| BOS Asset Management, LLC | 6,161 | $398.8K | 0.29% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,161 | $398.7K | 0.06% | −7,504−54.9% | Reduced |
| Fee-Only Financial Planning, L.C. | 6,150 | $398.0K | 0.32% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,132 | $396.8K | 0.12% | +5+0.1% | Added |
| Heritage Wealth Advisors | 6,104 | $395.1K | 0.02% | −600−8.9% | Reduced |
| Penserra Capital Management LLC | 6,108 | $394.0K | 0.01% | −953−13.5% | Reduced |
| PFW Advisors LLC | 6,084 | $393.8K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,083 | $393.6K | 0.04% | −30.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,083 | $393.6K | 0.09% | +292+5.0% | Added |
| Formidable Asset Management, LLC | 6,075 | $393.2K | 0.09% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 6,069 | $392.8K | 0.32% | +113+1.9% | Added |
| Doliver Advisors, LP | 6,068 | $392.7K | 0.12% | +100+1.7% | Added |
| Buttonwood Financial Advisors Inc. | 6,068 | $392.7K | 0.25% | +1,293+27.1% | Added |
| Abound Wealth Management | 6,064 | $392.5K | 0.17% | +51+0.8% | Added |
| Davy Global Fund Management Ltd | 6,054 | $391.8K | 0.08% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,048 | $391.4K | 0.03% | +719+13.5% | Added |
| Cranbrook Wealth Management, LLC | 6,036 | $390.6K | 0.12% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 6,035 | $390.6K | 0.38% | −500−7.7% | Reduced |
| Schulhoff & Co Inc | 6,000 | $388.3K | 0.20% | 00.0% | Unchanged |
| Mathes Company, Inc. | 6,000 | $388.0K | 0.18% | −92−1.5% | Reduced |
| Client 1st Advisory Group, LLC | 5,983 | $387.2K | 0.20% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,977 | $386.8K | 0.02% | +5,977 | New |
| KG&L Capital Management,LLC | 5,961 | $386.3K | 0.19% | +958+19.1% | Added |
| United Capital Management of KS, Inc. | 5,938 | $384.3K | 0.13% | −393−6.2% | Reduced |
| Kingfisher Capital LLC | 5,892 | $381.0K | 0.10% | +9+0.2% | Added |
| Kapstone Financial Advisors LLC | 5,886 | $380.9K | 0.34% | +16+0.3% | Added |
| Field & Main Bank | 5,850 | $378.6K | 0.18% | +1,765+43.2% | Added |
| WSFS Capital Management, LLC | 5,815 | $376.4K | 0.02% | +216+3.9% | Added |
| Beta Wealth Group, Inc. | 5,805 | $375.7K | 0.22% | +205+3.7% | Added |
| Stiles Financial Services Inc | 5,796 | $375.1K | 0.19% | +1,362+30.7% | Added |
| Cyndeo Wealth Partners, LLC | 5,788 | $374.6K | 0.04% | −52,644−90.1% | Reduced |
| Montecito Bank & Trust | 5,787 | $374.5K | 0.09% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,778 | $374.0K | 0.16% | 00.0% | Unchanged |
| STAR Financial Bank | 5,774 | $373.7K | 0.38% | −548−8.7% | Reduced |
| Girard Partners Ltd. | 5,774 | $373.7K | 0.04% | −50−0.9% | Reduced |
| Fusion Capital, LLC | 5,756 | $372.6K | 0.21% | +4+0.1% | Added |
| Patten Group, Inc. | 5,721 | $370.3K | 0.11% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,710 | $370.0K | 0.03% | −198−3.4% | Reduced |
| Scotia Capital Inc. | 5,704 | $369.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,702 | $369.0K | 0.04% | −24−0.4% | Reduced |
| Abn Amro Investment Solutions | 5,697 | $368.7K | 0.01% | +682+13.6% | Added |
| Cannon Financial Strategists, Inc. | 5,680 | $367.6K | 0.09% | +1,200+26.8% | Added |
| Peak Planning Group, LLC | 5,668 | $366.8K | 0.29% | −3,902−40.8% | Reduced |
| Trust Co of Virginia | 5,667 | $366.8K | 0.04% | +1,213+27.2% | Added |
| Summit Asset Management, LLC | 5,651 | $365.7K | 0.10% | +18+0.3% | Added |
| RB Capital Management, LLC | 5,640 | $365.0K | 0.12% | −79−1.4% | Reduced |
| O'Rourke & Company, Inc | 5,622 | $364.0K | 0.27% | +5+0.1% | Added |
| Gotham Asset Management, LLC | 5,623 | $363.9K | 0.01% | −1,171−17.2% | Reduced |
| Atom Investors LP | 5,609 | $363.0K | 0.08% | +5,609 | New |
| Independent Financial Group, LLC | 5,607 | $362.9K | 0.02% | −467−7.7% | Reduced |
| American Financial Advisors, LLC | 5,596 | $362.2K | 0.06% | +51+0.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,589 | $361.7K | 0.08% | +67+1.2% | Added |
| Glass Jacobson Investment Advisors llc | 5,584 | $361.4K | 0.17% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 5,562 | $359.9K | 0.13% | +466+9.1% | Added |
| Schmidt P J Investment Management Inc | 5,405 | $359.1K | 0.08% | −160−2.9% | Reduced |
| Keystone Financial Planning, Inc. | 5,508 | $356.5K | 0.12% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 5,499 | $355.9K | 0.23% | −55−1.0% | Reduced |
| Goodwin Daniel L | 5,495 | $355.6K | 0.17% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,483 | $354.9K | 0.21% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 5,475 | $354.3K | 0.06% | +5,475 | New |
| Waldron Private Wealth LLC | 5,464 | $353.6K | 0.02% | −401−6.8% | Reduced |
| Arcus Capital Partners, LLC | 5,457 | $353.2K | 0.11% | +44+0.8% | Added |
| Financial Engines Advisors L.L.C. | 5,430 | $351.4K | 0.00% | −172−3.1% | Reduced |
| First National Bank & Trust Co of Newtown | 5,420 | $350.8K | 0.08% | −395−6.8% | Reduced |
| Castleview Partners, LLC | 5,419 | $350.7K | 0.32% | +320+6.3% | Added |
| Oppenheimer Asset Management Inc. | 5,401 | $349.6K | 0.01% | +692+14.7% | Added |
| Bienville Capital Management, LLC | 5,400 | $349.5K | 0.11% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,346 | $346.0K | 0.04% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 5,346 | $346.0K | 0.25% | +8+0.1% | Added |
| TownSquare Capital, LLC | 5,337 | $345.4K | 0.01% | +237+4.6% | Added |
| REDW Wealth LLC | 5,324 | $344.6K | 0.11% | +45+0.9% | Added |
| Lebenthal Global Advisors, LLC | 5,291 | $342.4K | 0.10% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 5,279 | $342.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,135 | $341.8K | 0.02% | −894−14.8% | Reduced |
| St Germain D J Co Inc | 5,218 | $337.7K | 0.02% | +400+8.3% | Added |
| TruWealth Advisors, LLC | 5,206 | $336.9K | 0.03% | +126+2.5% | Added |
| Eastover Investment Advisors LLC | 5,185 | $335.6K | 0.20% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 5,183 | $335.4K | 0.14% | −17−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 5,175 | $334.9K | 0.08% | +950+22.5% | Added |
| Cladis Investment Advisory, LLC | 5,160 | $334.0K | 0.29% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 4,691 | $333.1K | 0.22% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 5,145 | $333.0K | 0.33% | +170+3.4% | Added |
| Kingdom Financial Group LLC. | 5,143 | $332.8K | 0.31% | +7+0.1% | Added |
| Cim Investment Mangement Inc | 5,114 | $331.0K | 0.12% | −110−2.1% | Reduced |
| FineMark National Bank & Trust | 5,110 | $330.7K | 0.01% | −3,969−43.7% | Reduced |
| Davis Investment Partners, LLC | 5,114 | $330.3K | 0.18% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,100 | $330.1K | 0.04% | +52+1.0% | Added |