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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 646 | $41.8K | 0.00% | −115−15.1% | Reduced |
| Versant Capital Management, Inc | 644 | $41.7K | 0.01% | −1,603−71.3% | Reduced |
| Piscataqua Savings Bank | 640 | $41.4K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 628 | $40.6K | 0.02% | +572+1,021.4% | Added |
| Leonteq Securities AG | 622 | $40.3K | 0.00% | −2−0.3% | Reduced |
| HighMark Wealth Management LLC | 621 | $40.2K | 0.03% | −100−13.9% | Reduced |
| Highlander Capital Management, LLC | 620 | $40.0K | 0.02% | +400+181.8% | Added |
| Chesapeake Asset Management LLC | 605 | $39.2K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 596 | $38.6K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 594 | $38.4K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $38.1K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 566 | $36.6K | 0.00% | −842−59.8% | Reduced |
| JNBA Financial Advisors | 563 | $36.4K | 0.00% | +57+11.3% | Added |
| Halpern Financial, Inc. | 550 | $35.6K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 548 | $35.5K | 0.00% | +548 | New |
| TD Capital Management LLC | 546 | $35.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 545 | $35.3K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 543 | $35.0K | 0.00% | −32−5.6% | Reduced |
| Moser Wealth Advisors, LLC | 537 | $34.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 526 | $34.0K | 0.01% | −20−3.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 533 | $34.0K | 0.00% | −1,750−76.7% | Reduced |
| Covestor Ltd | 531 | $34.0K | 0.03% | −32−5.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 512 | $33.1K | 0.00% | +5+1.0% | Added |
| Bourgeon Capital Management LLC | 511 | $33.1K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 511 | $33.1K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 508 | $32.9K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $32.4K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $32.4K | 0.02% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 474 | $32.0K | 0.03% | −30−6.0% | Reduced |
| Tortoise Investment Management, LLC | 490 | $31.7K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 477 | $30.9K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 470 | $30.4K | 0.01% | +5+1.1% | Added |
| WFA of San Diego, LLC | 450 | $29.1K | 0.03% | −800−64.0% | Reduced |
| Intrepid Capital Management Inc | 428 | $27.7K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 420 | $27.2K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 415 | $26.9K | 0.02% | +1+0.2% | Added |
| First Community Trust NA | 400 | $25.9K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 380 | $24.6K | 0.01% | −150−28.3% | Reduced |
| Johnson Midwest Financial, LLC | 365 | $23.6K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 362 | $23.0K | 0.01% | +346+2,162.5% | Added |
| Chilton Capital Management LLC | 352 | $22.8K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 350 | $22.7K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 348 | $22.5K | 0.02% | +348 | New |
| GW&K Investment Management, LLC | 337 | $22.0K | 0.00% | −2−0.6% | Reduced |
| Cedar Wealth Management, LLC | 334 | $21.6K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 187 | $21.1K | 0.01% | +104+125.3% | Added |
| Valley National Advisers Inc | 321 | $21.0K | 0.00% | +100+45.2% | Added |
| Northwest Capital Management Inc | 316 | $20.5K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 314 | $20.3K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $19.4K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 304 | $19.0K | 0.00% | +304 | New |
| Kelly Financial Services LLC | 286 | $18.5K | 0.01% | +3+1.1% | Added |
| Annapolis Financial Services, LLC | 280 | $18.1K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 266 | $17.0K | 0.01% | −3−1.1% | Reduced |
| Clean Yield Group | 250 | $16.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 256 | $16.6K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $16.2K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $16.2K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 238 | $15.4K | 0.01% | +2+0.8% | Added |
| Wolff Wiese Magana LLC | 238 | $15.4K | 0.01% | +1+0.4% | Added |
| Global Financial Private Client, LLC | 233 | $14.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 218 | $14.1K | 0.01% | +36+19.8% | Added |
| Eagle Bay Advisors LLC | 217 | $14.0K | 0.01% | −33−13.2% | Reduced |
| IAG Wealth Partners, LLC | 207 | $13.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 208 | $13.0K | 0.00% | +2+1.0% | Added |
| TSFG, LLC | 204 | $13.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $12.9K | 0.01% | −198−49.7% | Reduced |
| Hoese & Co LLP | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $12.9K | 0.00% | +125+166.7% | Added |
| Milestone Investment Advisors LLC | 200 | $12.9K | 0.00% | +200 | New |
| Cyrus J. Lawrence, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 165 | $10.7K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 165 | $10.7K | 0.01% | +165 | New |
| Financial Freedom, LLC | 158 | $10.2K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 144 | $9.32K | 0.01% | +144 | New |
| Stephenson National Bank & Trust | 140 | $9.06K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 141 | $9.00K | 0.01% | +2+1.4% | Added |
| Key Financial Inc | 138 | $8.93K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 121 | $7.83K | 0.00% | +121 | New |
| AXS Investments LLC | 117 | $7.57K | 0.00% | −296−71.7% | Reduced |
| Guardian Wealth Management, Inc. | 111 | $7.21K | 0.01% | +1+0.9% | Added |
| KB Financial Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 92 | $6.00K | 0.00% | +92 | New |
| PFG Private Wealth Management, LLC | 90 | $5.83K | 0.00% | −183−67.0% | Reduced |
| First Financial Corp | 85 | $5.50K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 60 | $3.88K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 60 | $3.88K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 54 | $3.50K | 0.00% | +54 | New |
| Gs Investments, Inc. | 51 | $3.30K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 50 | $3.24K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 48 | $3.11K | 0.00% | −3,625−98.7% | Reduced |
| Arlington Trust Co LLC | 48 | $3.11K | 0.00% | +48 | New |
| Atlas Capital Advisors LLC | 47 | $3.04K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 37 | $2.39K | 0.00% | +37 | New |
| Hollencrest Capital Management | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 30 | $1.94K | 0.09% | +1+3.4% | Added |
| WestEnd Advisors, LLC | 28 | $1.81K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 27 | $1.75K | 0.00% | +3+12.5% | Added |