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 |
|---|---|---|---|---|---|
| New Millennium Group LLC | 27 | $1.75K | 0.00% | −40−59.7% | Reduced |
| USA Financial Portformulas Corp | 23 | $1.49K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $1.49K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 21 | $1.33K | 0.00% | +1+5.0% | Added |
| Raffa Wealth Management, LLC | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $1.22K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 30 | $1.00K | 0.00% | +30 | New |
| Tfo-TDC, LLC | 13 | $913 | 0.00% | +13 | New |
| Orion Capital Management LLC | 14 | $906 | 0.00% | +14 | New |
| True Wealth Design, LLC | 12 | $777 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3 | $194 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 285 | – | – | +200+235.3% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,260,610−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −270,300−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −97,754−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −71,600−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −67,274−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −57,967−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −55,653−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −46,400−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −36,970−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −34,664−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −28,460−100.0% | Sold out |
| Elevated Capital Advisors, LLC | 0 | $0 | 0.00% | −24,377−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,788−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −21,420−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −19,620−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,775−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −16,276−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −15,407−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −13,541−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −10,149−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −9,637−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −9,630−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,445−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −8,990−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −8,841−100.0% | Sold out |
| Arvest Trust Co N A | 0 | $0 | 0.00% | −8,258−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −8,487−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −8,224−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −8,026−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −7,970−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −7,621−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,574−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −7,531−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −6,853−100.0% | Sold out |
| Sabal Trust CO | 0 | $0 | 0.00% | −6,630−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −6,605−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,946−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −5,208−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −4,879−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −4,808−100.0% | Sold out |
| Redwood Financial Network Corp | 0 | $0 | 0.00% | −4,737−100.0% | Sold out |
| RNC Capital Management LLC | 0 | $0 | 0.00% | −4,707−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −4,351−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −3,978−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −3,978−100.0% | Sold out |
| Atlas Wealth Partners, LLC | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −3,909−100.0% | Sold out |
| Sweet Financial Partners, LLC | 0 | $0 | 0.00% | −3,806−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −3,708−100.0% | Sold out |
| Cornerstone Retirement Group, Inc. | 0 | $0 | 0.00% | −3,581−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −3,570−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,547−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| First Financial Bank - Trust Division | 0 | $0 | 0.00% | −3,432−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −3,468−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −3,331−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −3,315−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,245−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Bank of Nova Scotia Trust Co | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| Bank of Stockton | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Capstone Triton Financial Group, LLC | 0 | $0 | 0.00% | −3,022−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,017−100.0% | Sold out |
| Madrona Financial Services, LLC | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| VeraBank, N.A. | 0 | $0 | 0.00% | −3,012−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| Asset Management Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,984−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| MBA Advisors LLC | 0 | $0 | 0.00% | −2,971−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −2,960−100.0% | Sold out |
| Forefront Wealth Management Inc. | 0 | $0 | 0.00% | −2,951−100.0% | Sold out |