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 5 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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 90,151 | $5.83M | 3.04% | −595−0.7% | Reduced |
| Neuberger Berman Group LLC | 90,112 | $5.83M | 0.01% | −8,014−8.2% | Reduced |
| Churchill Management Corp | 90,063 | $5.83M | 0.10% | −6,608−6.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 90,000 | $5.82M | 0.12% | +90,000 | New |
| Blair William & Co | 89,585 | $5.80M | 0.02% | −1,360−1.5% | Reduced |
| Alerus Financial NA | 89,525 | $5.79M | 0.51% | −4,479−4.8% | Reduced |
| Insight Folios Inc | 88,336 | $5.72M | 2.79% | −10,166−10.3% | Reduced |
| Greenland Capital Management LP | 88,227 | $5.71M | 0.68% | +51,586+140.8% | Added |
| Fisher Asset Management, LLC | 88,204 | $5.71M | 0.00% | −26,760−23.3% | Reduced |
| QRG Capital Management, Inc. | 88,204 | $5.71M | 0.10% | +88,204 | New |
| Windle Wealth, LLC | 87,892 | $5.69M | 4.24% | +2,981+3.5% | Added |
| Massmutual Trust Co FSB | 87,650 | $5.67M | 0.21% | −1,901−2.1% | Reduced |
| Private Advisor Group, LLC | 87,413 | $5.66M | 0.05% | −1,893−2.1% | Reduced |
| Atria Wealth Solutions, Inc. | 86,331 | $5.59M | 0.08% | +7,546+9.6% | Added |
| IFG Advisory, LLC | 86,155 | $5.58M | 0.47% | +6,972+8.8% | Added |
| M&G Investment Management Ltd | 85,697 | $5.57M | 0.04% | +5,047+6.3% | Added |
| Oregon Public Employees Retirement Fund | 84,441 | $5.47M | 0.08% | −440−0.5% | Reduced |
| Central Trust Co | 83,958 | $5.43M | 0.16% | −1,888−2.2% | Reduced |
| Maryland State Retirement & Pension System | 83,929 | $5.43M | 0.12% | +685+0.8% | Added |
| Avantax Advisory Services, Inc. | 83,381 | $5.40M | 0.06% | +207+0.2% | Added |
| JustInvest LLC | 82,739 | $5.35M | 0.16% | +4,568+5.8% | Added |
| Kentucky Retirement Systems | 82,398 | $5.33M | 0.19% | −5,273−6.0% | Reduced |
| Warren Averett Asset Management, LLC | 82,293 | $5.33M | 0.23% | +6,473+8.5% | Added |
| Sky Investment Group LLC | 82,078 | $5.31M | 1.21% | +57+0.1% | Added |
| Old Point Trust & Financial Services N A | 81,391 | $5.27M | 2.38% | −768−0.9% | Reduced |
| Chronos Wealth Management, LLC | 80,729 | $5.22M | 3.66% | +3,211+4.1% | Added |
| Tower Research Capital LLC (TRC) | 80,186 | $5.19M | 0.16% | +44,050+121.9% | Added |
| National Asset Management, Inc. | 78,636 | $5.09M | 0.14% | +6,315+8.7% | Added |
| Securian Asset Management, Inc | 78,258 | $5.06M | 0.15% | −10,698−12.0% | Reduced |
| Huntington National Bank | 78,249 | $5.06M | 0.05% | −636−0.8% | Reduced |
| Thrivent Financial for Lutherans | 77,852 | $5.04M | 0.01% | −7,739−9.0% | Reduced |
| Albion Financial Group | 77,796 | $5.03M | 0.46% | +4,775+6.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 77,795 | $5.03M | 0.50% | −400−0.5% | Reduced |
| Trustmark National Bank Trust Department | 77,794 | $5.03M | 0.50% | −1,603−2.0% | Reduced |
| Carret Asset Management, LLC | 76,517 | $4.95M | 0.69% | −425−0.6% | Reduced |
| Cullinan Associates Inc | 76,227 | $4.93M | 0.29% | +50,897+200.9% | Added |
| Anchor Investment Management, LLC | 76,220 | $4.93M | 0.64% | −59−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 76,040 | $4.92M | 0.31% | −80−0.1% | Reduced |
| Hartford Investment Management Co | 75,618 | $4.89M | 0.20% | −1,820−2.4% | Reduced |
| Institutional & Family Asset Management, LLC | 73,556 | $4.76M | 0.78% | +38+0.1% | Added |
| Naples Global Advisors, LLC | 72,983 | $4.72M | 0.57% | −77−0.1% | Reduced |
| South Dakota Investment Council | 72,906 | $4.72M | 0.11% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 72,383 | $4.68M | 0.05% | −342−0.5% | Reduced |
| Lido Advisors, LLC | 72,185 | $4.67M | 0.05% | −12,411−14.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 71,630 | $4.64M | 0.38% | +71,630 | New |
| Lockheed Martin Investment Management Co | 70,500 | $4.63M | 0.36% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 71,574 | $4.63M | 0.10% | −12,881−15.3% | Reduced |
| Telos Capital Management, Inc. | 71,544 | $4.63M | 0.64% | +1,682+2.4% | Added |
| KBC Group NV | 70,784 | $4.58M | 0.02% | +3,357+5.0% | Added |
| Carson Advisory Inc. | 70,767 | $4.58M | 4.01% | −206−0.3% | Reduced |
| Panagora Asset Management Inc | 68,935 | $4.46M | 0.03% | +140.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 68,749 | $4.45M | 1.31% | +5,334+8.4% | Added |
| Pacer Advisors, Inc. | 68,654 | $4.44M | 0.02% | +1,713+2.6% | Added |
| Brookstone Capital Management | 66,713 | $4.43M | 0.10% | +2,342+3.6% | Added |
| Coston, McIsaac & Partners | 67,917 | $4.39M | 1.67% | +4,117+6.5% | Added |
| Louisiana State Employees Retirement System | 67,600 | $4.38M | 0.10% | +100+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 64,260 | $4.37M | 1.55% | +3,481+5.7% | Added |
| Intact Investment Management Inc. | 67,200 | $4.35M | 0.19% | −56,600−45.7% | Reduced |
| Am Investment Strategies LLC | 67,095 | $4.34M | 1.41% | +51,333+325.7% | Added |
| Advisors Asset Management, Inc. | 66,960 | $4.33M | 0.09% | −6,129−8.4% | Reduced |
| Moors & Cabot, Inc. | 66,499 | $4.30M | 0.29% | −205−0.3% | Reduced |
| Prospera Financial Services Inc | 66,334 | $4.29M | 0.17% | −7,939−10.7% | Reduced |
| Ellsworth Advisors, LLC | 64,484 | $4.28M | 1.52% | +638+1.0% | Added |
| Coldstream Capital Management Inc | 65,943 | $4.27M | 0.14% | −717−1.1% | Reduced |
| Metis Global Partners, LLC | 65,095 | $4.21M | 0.20% | +8,274+14.6% | Added |
| Baugh & Associates, LLC | 65,066 | $4.21M | 2.63% | +2,092+3.3% | Added |
| Level Four Advisory Services, LLC | 64,553 | $4.18M | 0.27% | −7,098−9.9% | Reduced |
| Goelzer Investment Management, Inc. | 64,518 | $4.18M | 0.29% | −2,120−3.2% | Reduced |
| Sigma Planning Corp | 63,896 | $4.14M | 0.16% | +1,122+1.8% | Added |
| Shilanski & Associates, Inc. | 63,495 | $4.11M | 1.68% | +1,811+2.9% | Added |
| Schnieders Capital Management LLC | 63,389 | $4.10M | 0.92% | −1,606−2.5% | Reduced |
| Savant Capital, LLC | 63,246 | $4.09M | 0.06% | +3,359+5.6% | Added |
| Stratos Wealth Partners, LTD. | 62,563 | $4.05M | 0.09% | +108+0.2% | Added |
| Birmingham Capital Management Co Inc | 62,400 | $4.04M | 1.67% | +6,800+12.2% | Added |
| Virginia Wealth Management Group, Inc. | 61,974 | $4.01M | 2.71% | +633+1.0% | Added |
| Foundations Investment Advisors, LLC | 61,926 | $4.01M | 0.12% | +1,977+3.3% | Added |
| City Holding Co | 61,913 | $4.01M | 0.71% | +1,821+3.0% | Added |
| Montag A & Associates Inc | 61,518 | $3.98M | 0.25% | +579+1.0% | Added |
| Cornerstone Wealth Group, LLC | 61,146 | $3.96M | 0.70% | +579+1.0% | Added |
| Clearbridge Investments, LLC | 61,050 | $3.95M | 0.00% | −942−1.5% | Reduced |
| NBC Securities, Inc. | 60,303 | $3.90M | 0.43% | +60,303 | New |
| CIBC World Markets Corp | 60,192 | $3.90M | 0.04% | −67,589−52.9% | Reduced |
| TD Private Client Wealth LLC | 59,958 | $3.88M | 0.17% | −5,198−8.0% | Reduced |
| Bridge Creek Capital Management LLC | 59,871 | $3.87M | 1.47% | +195+0.3% | Added |
| Ieq Capital, LLC | 59,629 | $3.86M | 0.08% | +1,758+3.0% | Added |
| Shelton Capital Management | 59,275 | $3.84M | 0.14% | +11,411+23.8% | Added |
| Pathway Financial Advisers, LLC | 58,474 | $3.78M | 1.56% | +58,474 | New |
| Integrated Wealth Concepts LLC | 58,026 | $3.76M | 0.07% | +3,208+5.9% | Added |
| First Bank & Trust | 57,940 | $3.75M | 0.98% | +875+1.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 56,749 | $3.67M | 1.03% | +337+0.6% | Added |
| New Mexico Educational Retirement Board | 56,687 | $3.67M | 0.16% | +3,800+7.2% | Added |
| Kestra Private Wealth Services, LLC | 56,038 | $3.63M | 0.11% | +8,246+17.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 55,524 | $3.59M | 0.17% | +28,055+102.1% | Added |
| Simmons Bank | 55,050 | $3.56M | 0.32% | −2,026−3.5% | Reduced |
| Cresset Asset Management, LLC | 55,023 | $3.56M | 0.02% | +6,259+12.8% | Added |
| StoneX Group Inc. | 54,878 | $3.55M | 0.38% | +2,793+5.4% | Added |
| Buckhead Capital Management LLC | 54,745 | $3.54M | 1.47% | −66,027−54.7% | Reduced |
| Sequoia Financial Advisors, LLC | 54,479 | $3.53M | 0.06% | −1,159−2.1% | Reduced |
| Great Lakes Advisors, LLC | 54,097 | $3.50M | 0.03% | +31,692+141.5% | Added |
| Richard Bernstein Advisors LLC | 54,039 | $3.50M | 0.08% | 00.0% | Unchanged |