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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,306 | $231.8K | 0.00% | −175−5.0% | Reduced |
| Bank of New Hampshire | 3,568 | $230.9K | 0.07% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 3,562 | $230.5K | 0.11% | +3,562 | New |
| Graham Capital Management, L.P. | 3,561 | $230.5K | 0.01% | +3,561 | New |
| Geller Advisors LLC | 3,556 | $230.1K | 0.03% | +3,556 | New |
| Morris Financial Concepts, Inc. | 3,555 | $230.1K | 0.15% | −750−17.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,550 | $229.8K | 0.06% | +298+9.2% | Added |
| Stonebridge Capital Advisors LLC | 3,545 | $229.4K | 0.03% | −78−2.2% | Reduced |
| Alpha Family Trust | 3,520 | $227.8K | 0.17% | +3,520 | New |
| RWM Asset Management, LLC | 3,520 | $227.8K | 0.05% | −1,020−22.5% | Reduced |
| BLB&B Advisors, LLC | 3,512 | $227.3K | 0.02% | −240−6.4% | Reduced |
| St. Louis Trust Co | 3,500 | $226.5K | 0.04% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,496 | $226.3K | 0.06% | −200−5.4% | Reduced |
| Phillips Wealth Planners LLC | 3,405 | $226.3K | 0.31% | +88+2.7% | Added |
| New Hampshire Trust | 3,487 | $225.7K | 0.06% | −142−3.9% | Reduced |
| Wealthspan Partners, LLC | 3,482 | $225.4K | 0.18% | −87−2.4% | Reduced |
| Nikulski Financial, Inc. | 3,470 | $224.6K | 0.09% | −150−4.1% | Reduced |
| Avestar Capital, LLC | 3,461 | $224.0K | 0.03% | +3,461 | New |
| Rise Advisors, LLC | 3,457 | $223.7K | 0.18% | +985+39.8% | Added |
| Aviance Capital Partners, LLC | 3,457 | $223.7K | 0.05% | −771−18.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,443 | $222.8K | 0.05% | −369−9.7% | Reduced |
| Merriman Wealth Management, LLC | 3,435 | $222.3K | 0.01% | 00.0% | Unchanged |
| Drake & Associates, LLC | 3,422 | $221.5K | 0.10% | −42−1.2% | Reduced |
| Milestone Advisory Partners | 3,408 | $220.6K | 0.18% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,400 | $220.0K | 0.01% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 3,397 | $219.9K | 0.18% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,395 | $219.7K | 0.18% | +3,395 | New |
| Ironsides Asset Advisors, LLC | 3,380 | $218.8K | 0.10% | −50−1.5% | Reduced |
| DF Dent & Co Inc | 3,370 | $218.1K | 0.00% | −7−0.2% | Reduced |
| Summit Wealth Partners, LLC | 3,367 | $217.9K | 0.06% | +227+7.2% | Added |
| Boyar Asset Management Inc. | 3,365 | $217.8K | 0.17% | +100+3.1% | Added |
| Gray Wealth Management Inc. | 3,357 | $217.2K | 0.11% | −248−6.9% | Reduced |
| OmniStar Financial Group, Inc. | 3,351 | $216.9K | 0.26% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 3,350 | $216.8K | 0.13% | +3,350 | New |
| Lindbrook Capital, LLC | 3,340 | $216.2K | 0.02% | +26+0.8% | Added |
| Hardy Reed LLC | 3,338 | $216.0K | 0.04% | +3,338 | New |
| Private Capital Advisors, Inc. | 3,200 | $215.0K | 0.03% | −2,100−39.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 32,635 | $213.4K | 0.04% | +22,000+206.9% | Added |
| Allstate Corp | 3,293 | $213.1K | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 3,292 | $213.1K | 0.00% | −77−2.3% | Reduced |
| Aspen Grove Capital, LLC | 3,281 | $212.3K | 0.08% | −1,684−33.9% | Reduced |
| Zullo Investment Group, Inc. | 3,280 | $212.3K | 0.12% | +60+1.9% | Added |
| Waterford Advisors, LLC | 3,271 | $211.7K | 0.12% | −265−7.5% | Reduced |
| Apexium Financial, LP | 3,270 | $211.6K | 0.02% | −193−5.6% | Reduced |
| Satovsky Asset Management LLC | 3,267 | $211.4K | 0.07% | +34+1.1% | Added |
| Campbell Wealth Management | 3,260 | $211.0K | 0.03% | +9+0.3% | Added |
| Drive Wealth Management, LLC | 3,257 | $210.8K | 0.08% | +86+2.7% | Added |
| Insight Advisors, LLC | 3,250 | $210.3K | 0.05% | −19−0.6% | Reduced |
| WealthPLAN Partners, LLC | 3,247 | $210.1K | 0.02% | +13+0.4% | Added |
| Spire Wealth Management | 3,229 | $209.0K | 0.01% | −288−8.2% | Reduced |
| WealthTrust Asset Management, LLC | 3,223 | $208.6K | 0.19% | +6+0.2% | Added |
| Quent Capital, LLC | 3,223 | $208.6K | 0.03% | +645+25.0% | Added |
| Idaho Trust Bank | 3,200 | $207.1K | 0.13% | +3,200 | New |
| Congress Wealth Management LLC | 3,199 | $207.1K | 0.00% | +3,199 | New |
| Searcy Financial Services Inc | 3,180 | $205.8K | 0.12% | +3,180 | New |
| Biltmore Wealth Management, LLC | 3,179 | $205.8K | 0.10% | +3+0.1% | Added |
| Chesapeake Wealth Management | 3,173 | $205.4K | 0.09% | −100−3.1% | Reduced |
| HC Advisors, LLC | 3,170 | $205.2K | 0.12% | +95+3.1% | Added |
| Delta Capital Management LLC | 3,160 | $205.0K | 0.15% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,163 | $204.7K | 0.03% | +183+6.1% | Added |
| Coho Partners, Ltd. | 3,139 | $203.2K | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 246 | $202.4K | 0.10% | +246 | New |
| Fulcrum Equity Management | 3,128 | $202.4K | 0.24% | +3,128 | New |
| Lazari Capital Management, Inc. | 3,127 | $202.4K | 0.12% | +3,127 | New |
| North Star Asset Management Inc | 3,126 | $202.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,123 | $202.1K | 0.05% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,121 | $202.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,112 | $201.4K | 0.02% | +63+2.1% | Added |
| Financial Advisory Service, Inc. | 3,112 | $201.4K | 0.02% | −7−0.2% | Reduced |
| Ascent Group, LLC | 2,957 | $201.2K | 0.02% | −696−19.1% | Reduced |
| Cedar Mountain Advisors, LLC | 3,094 | $200.3K | 0.06% | +31+1.0% | Added |
| Motco | 3,064 | $198.3K | 0.01% | −64−2.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,893 | $187.2K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 2,866 | $185.5K | 0.05% | +3+0.1% | Added |
| Spirit of America Management Corp | 2,850 | $184.5K | 0.04% | +1,000+54.1% | Added |
| Old Second National Bank of Aurora | 2,808 | $181.7K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,801 | $181.3K | 0.01% | −135−4.6% | Reduced |
| Peoples Bank | 2,800 | $181.2K | 0.16% | +2,800 | New |
| Rational Advisors LLC | 2,795 | $180.9K | 0.02% | −435−13.5% | Reduced |
| Farther Finance Advisors, LLC | 2,781 | $180.0K | 0.03% | +743+36.5% | Added |
| Nalls Sherbakoff Group, LLC | 2,769 | $179.2K | 0.17% | +55+2.0% | Added |
| Godsey & Gibb Associates | 2,765 | $179.0K | 0.02% | −55−2.0% | Reduced |
| Parkside Financial Bank & Trust | 2,762 | $178.8K | 0.04% | +212+8.3% | Added |
| Carmel Capital Partners, LLC | 2,724 | $176.3K | 0.08% | +755+38.3% | Added |
| AlphaMark Advisors, LLC | 2,655 | $172.0K | 0.07% | −107−3.9% | Reduced |
| Laffer Tengler Investments | 2,600 | $168.3K | 0.05% | +2,600 | New |
| PEAK6 Investments LLC | 2,503 | $162.0K | 0.01% | +2,503 | New |
| Tompkins Financial Corp | 2,455 | $158.9K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,453 | $158.8K | 0.05% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,432 | $157.4K | 0.05% | −3,710−60.4% | Reduced |
| Essex Investment Management Co LLC | 2,400 | $155.3K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,381 | $154.1K | 0.11% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,379 | $154.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,324 | $150.4K | 0.01% | +1,633+236.3% | Added |
| Brown, Lisle/Cummings, Inc. | 2,324 | $150.4K | 0.07% | +5+0.2% | Added |
| Carolinas Wealth Consulting LLC | 49,191 | $147.9K | 0.04% | +20.0% | Added |
| WR Wealth Planners, LLC | 2,271 | $146.9K | 0.06% | −205−8.3% | Reduced |
| First Manhattan Co | 2,245 | $145.3K | 0.00% | +10.0% | Added |
| Avion Wealth | 2,251 | $145.0K | 0.04% | +9+0.4% | Added |
| First Personal Financial Services | 2,183 | $141.3K | 0.04% | −180−7.6% | Reduced |