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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 5,073 | $328.3K | 0.11% | −21−0.4% | Reduced |
| Sigma Investment Counselors Inc | 5,055 | $327.1K | 0.02% | +13+0.3% | Added |
| Koss-Olinger Consulting, LLC | 5,058 | $327.0K | 0.05% | −700−12.2% | Reduced |
| Childress Capital Advisors, LLC | 5,109 | $326.1K | 0.11% | +5,109 | New |
| WealthTrust Axiom LLC | 5,037 | $326.0K | 0.12% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,014 | $324.5K | 0.03% | +5,014 | New |
| Glen Eagle Advisors, LLC | 5,013 | $324.4K | 0.08% | +125+2.6% | Added |
| Renasant Bank | 5,000 | $323.6K | 0.27% | +85+1.7% | Added |
| Altus Wealth Group LLC | 4,994 | $323.2K | 0.21% | −237−4.5% | Reduced |
| Continuum Advisory, LLC | 4,993 | $323.1K | 0.05% | −702−12.3% | Reduced |
| Hartline Investment Corp | 4,984 | $322.6K | 0.06% | −337−6.3% | Reduced |
| Two Sigma Securities, LLC | 4,973 | $321.9K | 0.01% | −5,199−51.1% | Reduced |
| JB Capital LLC | 4,953 | $320.6K | 0.03% | +322+7.0% | Added |
| Cutter & CO Brokerage, Inc. | 4,950 | $320.4K | 0.09% | +17+0.3% | Added |
| Gateway Wealth Partners, LLC | 4,945 | $320.0K | 0.06% | −516−9.4% | Reduced |
| SNS Financial Group, LLC | 4,939 | $319.6K | 0.04% | +21+0.4% | Added |
| Financial Security Advisor, Inc. | 4,931 | $319.2K | 0.15% | +4,931 | New |
| Meridian Financial, LLC | 4,926 | $318.9K | 0.30% | −50−1.0% | Reduced |
| Campion Asset Management LLC | 4,920 | $318.4K | 0.29% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,886 | $317.6K | 0.05% | +102+2.1% | Added |
| CMG Global Holdings, LLC | 4,902 | $317.3K | 0.27% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 4,901 | $317.2K | 0.17% | −199−3.9% | Reduced |
| KRS Capital Management, LLC | 4,896 | $316.9K | 0.34% | −139−2.8% | Reduced |
| Insigneo Advisory Services, LLC | 4,883 | $316.0K | 0.06% | +146+3.1% | Added |
| Inscription Capital, LLC | 4,879 | $315.7K | 0.10% | −7−0.1% | Reduced |
| Aldebaran Financial Inc. | 4,867 | $315.0K | 0.51% | −1,100−18.4% | Reduced |
| Wela Strategies, Inc. | 4,849 | $313.9K | 0.19% | −5−0.1% | Reduced |
| Duncker Streett & Co Inc | 4,815 | $311.6K | 0.07% | −252−5.0% | Reduced |
| Flagship Harbor Advisors, LLC | 4,805 | $311.0K | 0.03% | −320−6.2% | Reduced |
| Lokken Investment Group LLC | 4,794 | $310.3K | 0.20% | −73−1.5% | Reduced |
| Mirador Capital Partners LP | 4,793 | $310.2K | 0.07% | +266+5.9% | Added |
| Washington Trust Co | 4,750 | $307.4K | 0.01% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 4,750 | $307.4K | 0.03% | −42−0.9% | Reduced |
| TCI Wealth Advisors, Inc. | 4,708 | $304.7K | 0.04% | −111−2.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 4,699 | $304.1K | 0.15% | +20+0.4% | Added |
| Boston Research & Management Inc | 4,710 | $304.0K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,691 | $304.0K | 0.06% | +200+4.5% | Added |
| Elmwood Wealth Management, Inc. | 4,696 | $303.9K | 0.15% | +3+0.1% | Added |
| Southland Equity Partners LLC | 4,691 | $303.6K | 0.10% | +110+2.4% | Added |
| MKT Advisors LLC | 4,812 | $301.8K | 0.23% | +20+0.4% | Added |
| Thomas Story & Son LLC | 4,650 | $301.0K | 0.15% | +350+8.1% | Added |
| Tranquility Partners, LLC | 4,650 | $300.9K | 0.13% | +112+2.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,639 | $300.3K | 0.12% | +447+10.7% | Added |
| Altfest L J & Co Inc | 4,628 | $300.0K | 0.05% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,627 | $299.5K | 0.05% | +102+2.3% | Added |
| Breakwater Capital Group | 4,371 | $299.1K | 0.10% | −838−16.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,604 | $298.0K | 0.02% | +6+0.1% | Added |
| V-Square Quantitative Management LLC | 4,593 | $297.3K | 0.13% | +2,614+132.1% | Added |
| Angeles Investment Advisors, LLC | 4,590 | $297.1K | 0.02% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,595 | $297.0K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 4,567 | $295.6K | 0.17% | +546+13.6% | Added |
| O'Brien Greene & Co. Inc | 4,566 | $295.5K | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,565 | $295.4K | 0.05% | +90+2.0% | Added |
| Triad Financial Advisors, Inc. | 4,555 | $294.8K | 0.10% | +28+0.6% | Added |
| 9258 Wealth Management, LLC | 4,552 | $294.6K | 0.06% | −436−8.7% | Reduced |
| TCG Advisory Services, LLC | 4,551 | $294.5K | 0.05% | −47−1.0% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $294.5K | 0.30% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,547 | $294.3K | 0.11% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,532 | $293.3K | 0.02% | +263+6.2% | Added |
| Institute for Wealth Management, LLC. | 4,531 | $293.2K | 0.05% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,529 | $293.1K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 4,529 | $293.1K | 0.06% | +4,529 | New |
| EWG Elevate Inc. | 4,520 | $292.5K | 0.13% | +4,520 | New |
| Smith Anglin Financial, LLC | 4,515 | $292.2K | 0.04% | +5+0.1% | Added |
| Seelaus Asset Management LLC | 4,513 | $292.1K | 0.33% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,504 | $291.5K | 0.06% | +222+5.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,502 | $291.4K | 0.23% | −346−7.1% | Reduced |
| Cooper Financial Group | 4,498 | $291.1K | 0.07% | −4,849−51.9% | Reduced |
| Capital Investment Counsel, Inc | 4,497 | $291.0K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,497 | $291.0K | 0.05% | +6+0.1% | Added |
| KMG Fiduciary Partners, LLC | 4,494 | $290.9K | 0.04% | −3,509−43.8% | Reduced |
| Sage Mountain Advisors LLC | 4,462 | $288.8K | 0.04% | +62+1.4% | Added |
| Relative Value Partners Group, LLC | 4,455 | $288.3K | 0.02% | +495+12.5% | Added |
| Round Rock Advisors, LLC | 4,446 | $287.7K | 0.11% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,435 | $287.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,432 | $286.9K | 0.14% | +19+0.4% | Added |
| Ferguson Wellman Capital Management, Inc | 4,430 | $286.7K | 0.01% | −67−1.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,424 | $286.3K | 0.26% | −150−3.3% | Reduced |
| Investment House LLC | 4,421 | $286.1K | 0.02% | +3+0.1% | Added |
| J. L. Bainbridge & Co., Inc. | 4,417 | $285.9K | 0.04% | +4+0.1% | Added |
| Telemus Capital, LLC | 4,411 | $285.5K | 0.03% | +3+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 4,400 | $284.8K | 0.00% | 00.0% | Unchanged |
| Vicus Capital | 4,398 | $284.7K | 0.03% | +4,398 | New |
| Pinnacle Bancorp, Inc. | 4,381 | $283.5K | 0.10% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,353 | $281.7K | 0.00% | +392+9.9% | Added |
| Kenfarb & Co. | 4,345 | $281.2K | 0.26% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,327 | $281.2K | 0.13% | +4,327 | New |
| Bridges Investment Management Inc | 4,325 | $279.9K | 0.01% | −25−0.6% | Reduced |
| Secure Asset Management, LLC | 4,320 | $279.6K | 0.08% | +1,297+42.9% | Added |
| Hoylecohen, LLC | 4,315 | $279.3K | 0.03% | 00.0% | Unchanged |
| Arden Trust Co | 4,285 | $277.3K | 0.05% | −10,139−70.3% | Reduced |
| Fundamentun, LLC | 4,281 | $277.1K | 0.04% | −285−6.2% | Reduced |
| Proficio Capital Partners LLC | 4,280 | $277.0K | 0.04% | +74+1.8% | Added |
| ML & R Wealth Management LLC | 4,266 | $276.1K | 0.07% | +880+26.0% | Added |
| Dorsey & Whitney Trust CO LLC | 4,261 | $275.8K | 0.02% | −1,379−24.5% | Reduced |
| Byrne Asset Management LLC | 4,250 | $275.0K | 0.23% | – | – |
| Bremer Bank National Association | 4,247 | $274.9K | 0.05% | −1,278−23.1% | Reduced |
| Sittner & Nelson, LLC | 4,246 | $274.8K | 0.16% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,239 | $274.3K | 0.01% | −1,862−30.5% | Reduced |
| Keebeck Wealth Management, LLC | 4,224 | $273.4K | 0.05% | 00.0% | Unchanged |