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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 4,223 | $273.3K | 0.03% | +2,798+196.4% | Added |
| Willis Johnson & Associates, Inc. | 4,214 | $272.7K | 0.03% | −216−4.9% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $272.0K | 0.05% | +4,200 | New |
| Douglass Winthrop Advisors, LLC | 4,200 | $271.8K | 0.01% | −350−7.7% | Reduced |
| Independence Bank of Kentucky | 4,189 | $271.1K | 0.11% | −320−7.1% | Reduced |
| Searle & Co. | 4,176 | $270.3K | 0.09% | −60−1.4% | Reduced |
| Callan Family Office, LLC | 4,171 | $269.9K | 0.07% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,165 | $269.6K | 0.05% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 4,163 | $269.4K | 0.08% | +4,163 | New |
| Brandywine Oak Private Wealth LLC | 4,162 | $269.4K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 4,158 | $269.1K | 0.44% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,143 | $268.2K | 0.09% | −125−2.9% | Reduced |
| Innovis Asset Management LLC | 4,142 | $268.1K | 0.10% | +65+1.6% | Added |
| Gateway Investment Advisers LLC | 4,130 | $267.3K | 0.00% | −423−9.3% | Reduced |
| 1st Source Bank | 4,119 | $266.6K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 4,114 | $266.3K | 0.01% | −57−1.4% | Reduced |
| WealthShield Partners, LLC | 4,099 | $265.3K | 0.04% | +264+6.9% | Added |
| Ausdal Financial Partners, Inc. | 4,097 | $265.2K | 0.04% | −423−9.4% | Reduced |
| David Loasby | 4,101 | $265.0K | 0.03% | +92+2.3% | Added |
| MBE Wealth Management, LLC | 4,090 | $264.7K | 0.15% | +4,090 | New |
| KC Investment Advisors, LLC | 4,087 | $264.5K | 0.17% | +499+13.9% | Added |
| TRUE Private Wealth Advisors | 4,082 | $264.2K | 0.04% | +101+2.5% | Added |
| Bill Few Associates, Inc. | 4,073 | $263.6K | 0.14% | −150−3.6% | Reduced |
| Glassman Wealth Services | 4,069 | $263.3K | 0.04% | −13−0.3% | Reduced |
| Syverson Strege & Co | 4,051 | $262.2K | 0.12% | +11+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $262.1K | 0.04% | 00.0% | Unchanged |
| Citizens Business Bank | 4,045 | $261.8K | 0.06% | −210−4.9% | Reduced |
| Semmax Financial Advisors Inc. | 3,879 | $261.2K | 0.10% | +3,879 | New |
| Eads & Heald Wealth Management | 4,028 | $261.0K | 0.14% | −50−1.2% | Reduced |
| LCM Capital Management Inc | 4,028 | $260.7K | 0.21% | +10.0% | Added |
| Lifeworks Advisors, LLC | 4,017 | $260.0K | 0.10% | +4,017 | New |
| Fagan Associates, Inc. | 4,011 | $259.6K | 0.06% | 00.0% | Unchanged |
| Advisory Research Inc | 4,011 | $259.6K | 0.04% | +4+0.1% | Added |
| American State Bank (Iowa) | 3,998 | $258.8K | 0.19% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,975 | $257.3K | 0.02% | +3,975 | New |
| Altus Wealth Management, LLC | 3,973 | $257.1K | 0.18% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,971 | $257.0K | 0.13% | +3,971 | New |
| Vise Technologies, Inc. | 3,957 | $256.1K | 0.06% | −620−13.5% | Reduced |
| Live Oak Private Wealth LLC | 3,947 | $255.4K | 0.05% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $254.4K | 0.11% | 00.0% | Unchanged |
| Providence First Trust Co | 3,913 | $253.2K | 0.14% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 3,905 | $252.7K | 0.14% | 00.0% | Unchanged |
| Appleton Group, LLC | 3,904 | $252.7K | 0.88% | +3,904 | New |
| Beck Mack & Oliver LLC | 3,900 | $252.4K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,900 | $252.4K | 0.06% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,897 | $252.2K | 0.06% | +917+30.8% | Added |
| First Citizens Financial Corp | 3,882 | $251.2K | 0.18% | +3,882 | New |
| Armstrong, Fleming & Moore, Inc | 3,879 | $251.0K | 0.24% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 3,873 | $250.7K | 0.07% | −1,321−25.4% | Reduced |
| Wealth Quarterback LLC | 3,866 | $250.2K | 0.22% | +112+3.0% | Added |
| Fortitude Advisory Group L.L.C. | 3,863 | $250.0K | 0.17% | +204+5.6% | Added |
| WMG Financial Advisors, LLC | 3,863 | $250.0K | 0.21% | −374−8.8% | Reduced |
| Wedgewood Investors Inc | 3,850 | $249.2K | 0.34% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 3,855 | $249.0K | 0.04% | +3,855 | New |
| FLC Capital Advisors | 3,840 | $248.5K | 0.08% | −100−2.5% | Reduced |
| Transcend Wealth Collective, LLC | 3,838 | $248.4K | 0.02% | +39+1.0% | Added |
| Syntegra Private Wealth Group, LLC | 3,831 | $247.9K | 0.04% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 3,830 | $247.9K | 0.20% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,825 | $247.6K | 0.06% | +2,861+296.8% | Added |
| Frontier Asset Management, LLC | 3,821 | $247.3K | 0.11% | 00.0% | Unchanged |
| Pitcairn Co | 3,815 | $246.9K | 0.02% | +402+11.8% | Added |
| Strategic Financial Concepts, LLC | 3,807 | $246.4K | 0.08% | +3,807 | New |
| Meridian Investment Counsel Inc. | 3,802 | $246.1K | 0.09% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 3,779 | $244.6K | 0.09% | −144−3.7% | Reduced |
| Aprio Wealth Management, LLC | 3,760 | $243.3K | 0.07% | +3,760 | New |
| Willis Investment Counsel | 3,757 | $243.2K | 0.02% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,648 | $242.7K | 0.11% | +217+6.3% | Added |
| Second Half Financial Partners, LLC | 3,741 | $242.1K | 0.12% | −787−17.4% | Reduced |
| Connolly Sarah T. | 3,740 | $242.1K | 0.16% | −1,010−21.3% | Reduced |
| Ardent Capital Management, Inc. | 3,739 | $242.0K | 0.14% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,734 | $241.7K | 0.02% | −6−0.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $241.5K | 0.16% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,727 | $241.2K | 0.02% | −1,915−33.9% | Reduced |
| Palumbo Wealth Management LLC | 3,726 | $241.2K | 0.13% | −5−0.1% | Reduced |
| Wayfinding Financial, LLC | 3,859 | $241.0K | 0.18% | −61−1.6% | Reduced |
| Seven Eight Capital, LP | 3,721 | $240.8K | 0.03% | +661+21.6% | Added |
| Goldstone Financial Group, LLC | 3,712 | $240.2K | 0.07% | −386−9.4% | Reduced |
| King Wealth | 3,706 | $240.0K | 0.05% | −3−0.1% | Reduced |
| Nadler Financial Group, Inc. | 3,701 | $239.5K | 0.04% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,693 | $239.0K | 0.02% | +233+6.7% | Added |
| Woodard & Co Asset Management Group Inc | 3,670 | $237.5K | 0.08% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,668 | $237.4K | 0.01% | −99−2.6% | Reduced |
| Athena Investment Management | 3,663 | $237.1K | 0.17% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,662 | $237.0K | 0.05% | +331+9.9% | Added |
| Sawyer & Company, Inc | 3,668 | $237.0K | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 3,657 | $237.0K | 0.01% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,660 | $236.9K | 0.05% | −94−2.5% | Reduced |
| Boston Financial Mangement LLC | 3,659 | $236.8K | 0.01% | +760+26.2% | Added |
| Dean Investment Associates, LLC | 3,657 | $236.7K | 0.04% | −16−0.4% | Reduced |
| Family Asset Management, LLC | 3,652 | $236.4K | 0.17% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,651 | $236.3K | 0.15% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,650 | $236.2K | 0.04% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,507 | $236.2K | 0.06% | +3,507 | New |
| Engineers Gate Manager LP | 3,647 | $236.0K | 0.01% | −7,414−67.0% | Reduced |
| Oak Family Advisors, LLC | 3,638 | $235.5K | 0.11% | −300−7.6% | Reduced |
| NBW Capital LLC | 3,636 | $235.3K | 0.06% | −260−6.7% | Reduced |
| Austin Private Wealth, LLC | 3,630 | $234.9K | 0.03% | +508+16.3% | Added |
| WealthBridge Capital Management, LLC | 3,605 | $233.3K | 0.10% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 3,600 | $233.0K | 0.08% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 3,587 | $232.2K | 0.09% | +3,587 | New |