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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 2,172 | $140.6K | 0.08% | +2,172 | New |
| JDM Financial Group LLC | 2,165 | $140.1K | 0.13% | +2,165 | New |
| Chelsea Counsel Co | 2,155 | $139.5K | 0.07% | −100−4.4% | Reduced |
| Foster Dykema Cabot & Co Inc | 2,155 | $139.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,115 | $136.9K | 0.02% | −101−4.6% | Reduced |
| Clear Investment Research, LLC | 2,096 | $135.7K | 0.24% | −11−0.5% | Reduced |
| DT Investment Partners, LLC | 2,080 | $134.6K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,041 | $132.1K | 0.01% | +500+32.4% | Added |
| TFC Financial Management | 2,018 | $130.6K | 0.03% | +5+0.2% | Added |
| Truvestments Capital LLC | 2,002 | $129.6K | 0.07% | +2+0.1% | Added |
| Quintet Private Bank (Europe) S.A. | 2,000 | $129.4K | 0.01% | +17+0.9% | Added |
| Smithfield Trust Co | 1,960 | $128.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,934 | $125.2K | 0.06% | +18+0.9% | Added |
| Deseret Mutual Benefit Administrators | 1,925 | $124.6K | 0.06% | −282−12.8% | Reduced |
| Riverview Trust Co | 1,867 | $120.8K | 0.11% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,859 | $120.3K | 0.02% | −20−1.1% | Reduced |
| WFA Asset Management Corp | 1,846 | $119.5K | 0.07% | +14+0.8% | Added |
| Toth Financial Advisory Corp | 1,845 | $119.4K | 0.02% | −602−24.6% | Reduced |
| West Paces Advisors Inc. | 1,838 | $119.0K | 0.04% | −24−1.3% | Reduced |
| Whittier Trust Co | 1,771 | $114.6K | 0.00% | +193+12.2% | Added |
| Operose Advisors LLC | 1,740 | $112.6K | 0.04% | +601+52.8% | Added |
| Silvant Capital Management LLC | 1,727 | $111.8K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,715 | $111.0K | 0.05% | +1,337+353.7% | Added |
| Manchester Capital Management LLC | 1,702 | $110.2K | 0.02% | +45+2.7% | Added |
| Colonial Trust Co | 1,692 | $109.5K | 0.03% | −374−18.1% | Reduced |
| Indiana Trust & Investment Management CO | 1,686 | $109.1K | 0.06% | +1,686 | New |
| Headinvest, LLC | 1,719 | $107.8K | 0.02% | +1,719 | New |
| Princeton Global Asset Management LLC | 1,663 | $107.6K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,660 | $107.4K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,651 | $106.9K | 0.01% | +103+6.7% | Added |
| Compass Wealth Management LLC | 1,620 | $104.8K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,606 | $103.9K | 0.02% | +1+0.1% | Added |
| Sutton Wealth Advisors Inc. | 1,601 | $103.6K | 0.05% | +100+6.7% | Added |
| MV Capital Management, Inc. | 1,590 | $102.9K | 0.01% | +17+1.1% | Added |
| Providence Capital Advisors, LLC | 1,589 | $102.8K | 0.03% | +34+2.2% | Added |
| S.A. Mason LLC | 1,583 | $102.5K | 0.07% | −30−1.9% | Reduced |
| Acropolis Investment Management, LLC | 1,577 | $102.1K | 0.01% | −423−21.2% | Reduced |
| JFS Wealth Advisors, LLC | 1,532 | $99.2K | 0.01% | +38+2.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,522 | $98.5K | 0.02% | +565+59.0% | Added |
| Beacon Capital Management, LLC | 1,402 | $98.5K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $97.1K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $93.8K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $92.5K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,416 | $92.0K | 0.02% | −625−30.6% | Reduced |
| Rock Creek Group, LP | 1,414 | $91.5K | 0.01% | −1,230−46.5% | Reduced |
| 1620 Investment Advisors, Inc. | 17,857 | $91.1K | 0.11% | +10,806+153.3% | Added |
| M&R Capital Management Inc | 1,350 | $87.4K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,344 | $87.0K | 0.01% | −4,296−76.2% | Reduced |
| NVWM, LLC | 1,330 | $86.1K | 0.03% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,329 | $86.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 1,318 | $85.3K | 0.02% | +1,318 | New |
| Certified Advisory Corp | 1,302 | $84.3K | 0.02% | +3+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 1,300 | $84.1K | 0.01% | +100+8.3% | Added |
| Bogart Wealth, LLC | 1,264 | $81.8K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 1,253 | $81.1K | 0.02% | +1,031+464.4% | Added |
| Coppell Advisory Solutions LLC | 1,083 | $77.3K | 0.03% | −558−34.0% | Reduced |
| PrairieView Partners, LLC | 1,200 | $77.0K | 0.01% | −1,026−46.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,184 | $76.6K | 0.04% | +70+6.3% | Added |
| Focused Wealth Management, Inc | 1,154 | $74.7K | 0.01% | +4+0.3% | Added |
| American National Bank | 1,154 | $74.7K | 0.01% | −2,836−71.1% | Reduced |
| Addison Advisors LLC | 1,122 | $72.6K | 0.03% | −20−1.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,120 | $72.0K | 0.01% | −44−3.8% | Reduced |
| Tyler-Stone Wealth Management | 1,111 | $72.0K | 0.04% | +397+55.6% | Added |
| Avalon Trust Co | 1,100 | $71.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,097 | $71.1K | 0.03% | +1,097 | New |
| Stone House Investment Management, LLC | 1,097 | $71.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,093 | $70.7K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,070 | $69.3K | 0.03% | −5−0.5% | Reduced |
| Bellevue Asset Management, LLC | 1,037 | $67.2K | 0.05% | −257−19.9% | Reduced |
| Slocum, Gordon & Co LLP | 1,034 | $66.9K | 0.06% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,016 | $65.8K | 0.04% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 979 | $63.4K | 0.03% | −34−3.4% | Reduced |
| Northwest Investment Counselors, LLC | 900 | $58.2K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 885 | $57.3K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 881 | $57.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 850 | $55.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 845 | $54.7K | 0.00% | −255−23.2% | Reduced |
| Cornerstone Planning Group LLC | 827 | $53.5K | 0.02% | −142−14.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 822 | $53.2K | 0.00% | −138−14.4% | Reduced |
| SOA Wealth Advisors, LLC. | 794 | $51.4K | 0.01% | +164+26.0% | Added |
| McIlrath & Eck, LLC | 783 | $50.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 775 | $50.2K | 0.02% | −270−25.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 768 | $49.7K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 760 | $49.2K | 0.08% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 758 | $49.0K | 0.04% | −273−26.5% | Reduced |
| Johnson Financial Group, Inc. | 753 | $48.7K | 0.00% | +444+143.7% | Added |
| SRS Capital Advisors, Inc. | 740 | $47.9K | 0.01% | +7+1.0% | Added |
| Resurgent Financial Advisors LLC | 715 | $46.3K | 0.03% | +1+0.1% | Added |
| Canton Hathaway, LLC | 705 | $46.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 724 | $46.0K | 0.00% | +724 | New |
| Founders Capital Management | 700 | $45.3K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 689 | $44.6K | 0.00% | +265+62.5% | Added |
| Western Pacific Wealth Management, LP | 669 | $43.3K | 0.04% | 00.0% | Unchanged |
| West Tower Group, LLC | 668 | $43.2K | 0.02% | +668 | New |
| Horizon Bancorp Inc | 668 | $43.0K | 0.03% | −1,132−62.9% | Reduced |
| Global Trust Asset Management, LLC | 663 | $42.9K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 652 | $42.2K | 0.02% | +152+30.4% | Added |
| Your Advocates Ltd., LLP | 650 | $42.1K | 0.03% | +650 | New |
| Aspire Private Capital, LLC | 650 | $42.1K | 0.01% | −21−3.1% | Reduced |
| Washington Trust Advisors, Inc. | 650 | $42.1K | 0.00% | 00.0% | Unchanged |