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 |
|---|---|---|---|---|---|
| Aventail Capital Group, LP | 181,799 | $11.8M | 0.82% | +181,799 | New |
| Swiss Life Asset Management Ltd | 180,865 | $11.7M | 0.18% | −126,363−41.1% | Reduced |
| Yousif Capital Management, LLC | 179,295 | $11.6M | 0.15% | −5,460−3.0% | Reduced |
| Eagle Ridge Investment Management | 176,080 | $11.4M | 1.24% | +250.0% | Added |
| C2C Wealth Management, LLC | 182,246 | $11.4M | 1.61% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 175,506 | $11.4M | 0.33% | +9,192+5.5% | Added |
| CCM Investment Advisers LLC | 172,358 | $11.2M | 1.54% | +4,348+2.6% | Added |
| Mercer Global Advisors Inc | 170,192 | $11.0M | 0.04% | +9,429+5.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 170,069 | $11.0M | 0.02% | −8,836−4.9% | Reduced |
| Leavell Investment Management, Inc. | 169,367 | $11.0M | 0.77% | +9,240+5.8% | Added |
| Guggenheim Capital LLC | 168,722 | $10.9M | 0.09% | −38,480−18.6% | Reduced |
| Public Employees Retirement Association of Colorado | 167,988 | $10.9M | 0.06% | −7,889−4.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 166,000 | $10.7M | 0.14% | +125,000+304.9% | Added |
| Cerity Partners LLC | 163,637 | $10.6M | 0.05% | −76,281−31.8% | Reduced |
| HB Wealth Management, LLC | 163,430 | $10.6M | 0.17% | −16,812−9.3% | Reduced |
| Becker Capital Management Inc | 162,263 | $10.5M | 0.42% | +984+0.6% | Added |
| Stephens Inc | 162,073 | $10.5M | 0.20% | +12,259+8.2% | Added |
| State of Alaska, Department of Revenue | 161,750 | $10.5M | 0.13% | −5,300−3.2% | Reduced |
| Rockland Trust Co | 161,052 | $10.4M | 0.63% | +1,719+1.1% | Added |
| Walleye Capital LLC | 160,559 | $10.4M | 0.15% | +84,085+110.0% | Added |
| ProShare Advisors LLC | 160,101 | $10.4M | 0.03% | −7,356−4.4% | Reduced |
| Allianz Asset Management GmbH | 156,732 | $10.1M | 0.02% | −177,023−53.0% | Reduced |
| New York Life Investment Management LLC | 155,841 | $10.1M | 0.11% | +1,055+0.7% | Added |
| M&T Bank Corp | 155,696 | $10.1M | 0.04% | −7,567−4.6% | Reduced |
| Mutual of America Capital Management LLC | 152,551 | $9.87M | 0.12% | −4,243−2.7% | Reduced |
| Royal London Asset Management Ltd | 147,714 | $9.56M | 0.03% | −2,885−1.9% | Reduced |
| Pinnacle Financial Partners Inc | 145,515 | $9.42M | 0.24% | +2,200+1.5% | Added |
| Bridgeworth, LLC | 143,307 | $9.27M | 1.02% | +5,164+3.7% | Added |
| Bragg Financial Advisors, Inc | 141,392 | $9.15M | 0.48% | +3,185+2.3% | Added |
| DekaBank Deutsche Girozentrale | 140,601 | $9.15M | 0.02% | +3,288+2.4% | Added |
| Advisory Services Network, LLC | 140,396 | $9.09M | 0.24% | +150.0% | Added |
| Morgan Dempsey Capital Management LLC | 140,155 | $9.07M | 2.83% | −5,385−3.7% | Reduced |
| Crestline Management, LP | 139,566 | $9.03M | 1.08% | +122,646+724.9% | Added |
| ING Groep NV | 138,952 | $8.99M | 0.08% | +138,952 | New |
| Foster Victor Wealth Advisors, LLC | 137,666 | $8.94M | 1.04% | +70,266+104.3% | Added |
| Nisa Investment Advisors, LLC | 137,800 | $8.92M | 0.07% | −18,975−12.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 136,961 | $8.86M | 0.02% | +72,598+112.8% | Added |
| Keybank National Association | 133,564 | $8.64M | 0.04% | −507−0.4% | Reduced |
| Atria Investments LLC | 130,097 | $8.42M | 0.15% | +14,611+12.7% | Added |
| Beacon Pointe Advisors, LLC | 129,878 | $8.41M | 0.10% | +58,223+81.3% | Added |
| Xponance, Inc. | 129,733 | $8.40M | 0.11% | +1,021+0.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 129,677 | $8.39M | 0.13% | +4,776+3.8% | Added |
| CIBC Private Wealth Group, LLC | 128,475 | $8.31M | 0.02% | −80.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 127,356 | $8.24M | 0.04% | +127,356 | New |
| Biondo Investment Advisors, LLC | 126,923 | $8.21M | 1.55% | +6,209+5.1% | Added |
| Independent Advisor Alliance | 126,422 | $8.18M | 0.37% | +10,689+9.2% | Added |
| Bell Bank | 126,358 | $8.18M | 0.90% | −821−0.6% | Reduced |
| CWM, LLC | 125,934 | $8.15M | 0.05% | +39,211+45.2% | Added |
| RFG Advisory, LLC | 125,455 | $8.12M | 0.36% | +34,788+38.4% | Added |
| Nissay Asset Management Corp | 123,642 | $8.00M | 0.07% | +4,125+3.5% | Added |
| ARS Wealth Advisors Group, LLC | 121,311 | $7.85M | 1.29% | +1,722+1.4% | Added |
| Pinnacle Associates Ltd | 121,285 | $7.85M | 0.15% | −3,740−3.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 120,421 | $7.79M | 1.61% | +120,421 | New |
| Element Capital Management LLC | 120,321 | $7.79M | 0.69% | −23,661−16.4% | Reduced |
| Kempen Capital Management N.V. | 118,597 | $7.68M | 0.14% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 118,056 | $7.64M | 0.03% | +2,846+2.5% | Added |
| TCTC Holdings, LLC | 117,261 | $7.59M | 0.29% | −300−0.3% | Reduced |
| Fifth Third Bancorp | 116,621 | $7.55M | 0.04% | +183+0.2% | Added |
| Hantz Financial Services, Inc. | 116,022 | $7.51M | 0.19% | +1,143+1.0% | Added |
| First Republic Investment Management, Inc. | 115,536 | $7.48M | 0.02% | −10,580−8.4% | Reduced |
| Cetera Advisors LLC | 114,208 | $7.39M | 0.12% | +1,870+1.7% | Added |
| Hudson Bay Capital Management LP | 112,875 | $7.31M | 0.07% | +10,375+10.1% | Added |
| Davenport & Co LLC | 112,331 | $7.27M | 0.06% | +794+0.7% | Added |
| Holocene Advisors, LP | 111,450 | $7.21M | 0.03% | +8,485+8.2% | Added |
| Fiduciary Group LLC | 111,249 | $7.20M | 0.92% | +231+0.2% | Added |
| Rafferty Asset Management, LLC | 111,145 | $7.19M | 0.04% | +11,500+11.5% | Added |
| Associated Banc-Corp | 110,981 | $7.18M | 0.28% | −1,166−1.0% | Reduced |
| GWM Advisors LLC | 110,246 | $7.14M | 0.08% | +29,212+36.0% | Added |
| Kanawha Capital Management LLC | 109,144 | $7.06M | 0.68% | +505+0.5% | Added |
| Raymond James Trust N.A. | 109,054 | $7.06M | 0.21% | −2,215−2.0% | Reduced |
| Cornerstone Advisors, LLC | 109,000 | $7.05M | 0.33% | −3,200−2.9% | Reduced |
| Commerce Bank | 108,042 | $6.99M | 0.06% | −769−0.7% | Reduced |
| Illinois Municipal Retirement Fund | 107,819 | $6.98M | 0.13% | −33,550−23.7% | Reduced |
| Bank of Nova Scotia | 107,524 | $6.96M | 0.02% | +13,490+14.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 105,029 | $6.80M | 0.10% | +14,688+16.3% | Added |
| Decade Renewable Partners LP | 104,800 | $6.78M | 4.11% | −12,200−10.4% | Reduced |
| Mayflower Financial Advisors, LLC | 102,953 | $6.66M | 1.00% | −159−0.2% | Reduced |
| Umb Bank N A | 102,429 | $6.63M | 0.11% | −6,455−5.9% | Reduced |
| Arkadios Wealth Advisors | 102,095 | $6.61M | 0.63% | +37,054+57.0% | Added |
| Advisors Management Group Inc | 101,976 | $6.60M | 1.99% | −912−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 101,748 | $6.59M | 0.15% | 00.0% | Unchanged |
| Advocate Group LLC | 100,905 | $6.53M | 1.51% | −3,168−3.0% | Reduced |
| British Columbia Investment Management Corp | 99,149 | $6.42M | 0.06% | +720+0.7% | Added |
| NewSquare Capital LLC | 100,174 | $6.39M | 0.68% | +4,406+4.6% | Added |
| Gulf International Bank (UK) Ltd | 98,356 | $6.37M | 0.18% | −12,109−11.0% | Reduced |
| Pathstone Family Office, LLC | 97,452 | $6.31M | 0.05% | +35,508+57.3% | Added |
| Teachers Retirement System of the State of Kentucky | 97,457 | $6.31M | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 96,443 | $6.24M | 0.09% | +8,531+9.7% | Added |
| Zions Bancorporation, N.A. | 93,752 | $6.07M | 0.53% | +5,321+6.0% | Added |
| Edgemoor Investment Advisors, Inc. | 92,965 | $6.02M | 0.71% | −864−0.9% | Reduced |
| Visionary Wealth Advisors | 92,856 | $6.01M | 0.49% | +540+0.6% | Added |
| First PREMIER Bank | 92,496 | $5.99M | 1.84% | −1,189−1.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 91,935 | $5.95M | 0.74% | +1,205+1.3% | Added |
| Daiwa Securities Group Inc. | 91,894 | $5.95M | 0.04% | −27,237−22.9% | Reduced |
| Wealthfront Advisers LLC | 91,225 | $5.90M | 0.03% | −2,418−2.6% | Reduced |
| Yaupon Capital Management LP | 90,797 | $5.88M | 0.66% | +90,797 | New |
| Keel Point, LLC | 90,534 | $5.86M | 0.80% | +1,342+1.5% | Added |
| Principle Wealth Partners LLC | 90,427 | $5.85M | 0.59% | −440.0% | Reduced |
| MainStreet Investment Advisors LLC | 90,417 | $5.85M | 0.68% | −2,267−2.4% | Reduced |
| Thomasville National Bank | 90,346 | $5.85M | 0.58% | +404+0.4% | Added |