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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 53,999 | $3.49M | 0.15% | −190.0% | Reduced |
| Stratos Wealth Advisors, LLC | 53,761 | $3.48M | 0.23% | −5,927−9.9% | Reduced |
| Oakworth Capital, Inc. | 53,318 | $3.45M | 0.31% | −2,612−4.7% | Reduced |
| Nordea Investment Management AB | 51,845 | $3.38M | 0.00% | −840−1.6% | Reduced |
| American Trust Investment Advisors, LLC | 52,145 | $3.37M | 1.86% | +52,145 | New |
| Money Concepts Capital Corp | 51,747 | $3.35M | 0.35% | −13,570−20.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 51,582 | $3.34M | 0.05% | −4,804−8.5% | Reduced |
| Natixis | 50,757 | $3.28M | 0.03% | +18,244+56.1% | Added |
| Lincoln National Corp | 50,552 | $3.27M | 0.07% | −250.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 50,049 | $3.24M | 0.11% | +215+0.4% | Added |
| Sugarloaf Wealth Management, LLC | 49,259 | $3.19M | 0.81% | −2,903−5.6% | Reduced |
| All Terrain Financial Advisors, LLC | 49,082 | $3.18M | 1.61% | +774+1.6% | Added |
| Laurel Wealth Advisors LLC | 48,752 | $3.16M | 0.67% | −3,795−7.2% | Reduced |
| Glenmede Trust Co NA | 48,375 | $3.13M | 0.02% | −13,508−21.8% | Reduced |
| Advisor Partners II, LLC | 48,157 | $3.12M | 0.12% | −4,862−9.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 48,027 | $3.11M | 0.06% | +10,695+28.6% | Added |
| Greatmark Investment Partners, Inc. | 47,883 | $3.10M | 0.55% | +2,851+6.3% | Added |
| Putnam Investments LLC | 47,855 | $3.10M | 0.00% | +3,692+8.4% | Added |
| Trinity Legacy Partners, LLC | 47,822 | $3.10M | 1.07% | −5,910−11.0% | Reduced |
| Palisade Asset Management, LLC | 47,574 | $3.08M | 0.37% | 00.0% | Unchanged |
| First National Trust Co | 47,433 | $3.07M | 0.15% | −1,631−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 47,235 | $3.06M | 0.12% | +9,834+26.3% | Added |
| Wealthcare Advisory Partners LLC | 47,125 | $3.05M | 0.14% | +1,955+4.3% | Added |
| Weiss Asset Management LP | 46,828 | $3.03M | 0.24% | +46,828 | New |
| Csenge Advisory Group | 46,263 | $2.99M | 0.20% | +335+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 45,866 | $2.97M | 0.11% | −2,418−5.0% | Reduced |
| Main Street Financial Solutions, LLC | 45,550 | $2.95M | 0.42% | +1,526+3.5% | Added |
| Canandaigua National Bank & Trust Co | 45,450 | $2.94M | 0.48% | −690−1.5% | Reduced |
| Profund Advisors LLC | 45,243 | $2.93M | 0.16% | −148−0.3% | Reduced |
| Signaturefd, LLC | 45,173 | $2.92M | 0.08% | +1,462+3.3% | Added |
| Metropolitan Life Insurance Co | 45,120 | $2.92M | 0.15% | −2,398−5.0% | Reduced |
| Hengehold Capital Management LLC | 45,077 | $2.92M | 0.38% | −42−0.1% | Reduced |
| Red Cedar Investment Management, LLC | 44,897 | $2.91M | 0.44% | +429+1.0% | Added |
| Patrick Mauro Investment Advisor, INC. | 44,792 | $2.90M | 1.88% | +833+1.9% | Added |
| Fulton Bank, N.A. | 44,254 | $2.86M | 0.14% | +1,723+4.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 44,137 | $2.86M | 0.04% | −11,521−20.7% | Reduced |
| Miller Howard Investments Inc | 43,904 | $2.84M | 0.10% | +7,273+19.9% | Added |
| MTM Investment Management, LLC | 43,816 | $2.84M | 1.43% | +38+0.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 43,677 | $2.83M | 0.19% | −1,552−3.4% | Reduced |
| First Citizens Bank & Trust Co | 43,499 | $2.82M | 0.05% | −6,818−13.6% | Reduced |
| Lakeview Capital Partners, LLC | 43,308 | $2.80M | 0.54% | −234−0.5% | Reduced |
| Rench Wealth Management, Inc. | 43,120 | $2.79M | 1.28% | +440+1.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,106 | $2.79M | 0.32% | −1,237−2.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 42,330 | $2.74M | 0.17% | +775+1.9% | Added |
| Wexford Capital LP | 42,330 | $2.74M | 0.62% | +42,330 | New |
| Cary Street Partner Investment Advisory LLC | 42,090 | $2.72M | 0.15% | −1,559−3.6% | Reduced |
| Shorepoint Capital Partners LLC | 41,502 | $2.69M | 0.79% | +991+2.4% | Added |
| Argent Trust Co | 41,317 | $2.67M | 0.15% | −4,268−9.4% | Reduced |
| Raleigh Capital Management Inc. | 40,814 | $2.64M | 1.35% | +1,121+2.8% | Added |
| Tiaa Trust, National Association | 40,566 | $2.63M | 0.01% | +40,566 | New |
| Pettyjohn, Wood & White, Inc | 40,430 | $2.62M | 0.62% | −615−1.5% | Reduced |
| OneAscent Wealth Management LLC | 40,317 | $2.61M | 1.15% | +40,317 | New |
| Ronald Blue Trust, Inc. | 37,100 | $2.61M | 0.04% | +93+0.3% | Added |
| Clarkston Capital Partners, LLC | 40,262 | $2.61M | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 40,259 | $2.61M | 0.01% | +17,100+73.8% | Added |
| Brick & Kyle, Associates | 40,028 | $2.59M | 1.37% | −90.0% | Reduced |
| Dearborn Partners LLC | 39,820 | $2.58M | 0.10% | −872−2.1% | Reduced |
| Sovereign Financial Group, Inc. | 39,378 | $2.55M | 0.91% | −1,291−3.2% | Reduced |
| Lantz Financial LLC | 39,165 | $2.53M | 1.01% | −650−1.6% | Reduced |
| Cantor Fitzgerald, L. P. | 39,084 | $2.53M | 0.07% | +65+0.2% | Added |
| Bokf, NA | 37,153 | $2.50M | 0.06% | +8,436+29.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 38,628 | $2.50M | 1.61% | +611+1.6% | Added |
| GYL Financial Synergies, LLC | 38,598 | $2.50M | 0.24% | +61+0.2% | Added |
| Rothschild Investment Corp | 38,263 | $2.48M | 0.21% | −74−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,260 | $2.48M | 0.01% | +6,626+20.9% | Added |
| McRae Capital Management Inc | 38,204 | $2.47M | 0.73% | −825−2.1% | Reduced |
| Norinchukin Bank, The | 37,987 | $2.46M | 0.06% | −17,458−31.5% | Reduced |
| Eudaimonia Advisors LLC | 37,652 | $2.44M | 1.71% | −1,080−2.8% | Reduced |
| United Bank | 37,619 | $2.43M | 1.46% | −136−0.4% | Reduced |
| Family Legacy, Inc. | 37,594 | $2.43M | 1.02% | −30−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 37,551 | $2.43M | 0.26% | −795−2.1% | Reduced |
| Quantinno Capital Management LP | 37,536 | $2.43M | 0.11% | +8,797+30.6% | Added |
| Park Avenue Securities LLC | 37,456 | $2.42M | 0.04% | +13,873+58.8% | Added |
| Empirical Finance, LLC | 37,284 | $2.41M | 0.18% | +3,725+11.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 36,788 | $2.38M | 0.19% | −2,355−6.0% | Reduced |
| Bailard, Inc. | 36,529 | $2.36M | 0.08% | +30.0% | Added |
| Equitable Holdings, Inc. | 36,484 | $2.36M | 0.03% | +3,848+11.8% | Added |
| Biltmore Family Office, LLC | 36,229 | $2.34M | 0.53% | −244−0.7% | Reduced |
| Everence Capital Management Inc | 36,061 | $2.33M | 0.18% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 36,000 | $2.33M | 0.27% | +2,471+7.4% | Added |
| Apollon Wealth Management, LLC | 35,823 | $2.32M | 0.12% | −4,082−10.2% | Reduced |
| Armor Investment Advisors, LLC | 35,623 | $2.31M | 1.37% | +1,372+4.0% | Added |
| Peapack Gladstone Financial Corp | 35,439 | $2.29M | 0.04% | −496−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 35,312 | $2.29M | 0.03% | −6,542−15.6% | Reduced |
| Merit Financial Group, LLC | 35,148 | $2.27M | 0.07% | −4,100−10.4% | Reduced |
| Day & Ennis, LLC | 34,716 | $2.25M | 0.84% | −958−2.7% | Reduced |
| KCM Investment Advisors LLC | 34,597 | $2.24M | 0.10% | −2,082−5.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,421 | $2.23M | 0.06% | +26+0.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 34,415 | $2.23M | 0.22% | +23,823+224.9% | Added |
| CIBC World Markets Inc. | 34,395 | $2.23M | 0.01% | −14,808−30.1% | Reduced |
| Leelyn Smith, LLC | 34,353 | $2.22M | 0.54% | +154+0.5% | Added |
| Courier Capital LLC | 34,107 | $2.21M | 0.18% | −44−0.1% | Reduced |
| First County Bank | 34,004 | $2.20M | 1.15% | −4,584−11.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 33,835 | $2.19M | 0.47% | +5,337+18.7% | Added |
| Resources Investment Advisors, LLC. | 33,694 | $2.18M | 0.05% | +1,389+4.3% | Added |
| Nicholas Hoffman & Company, LLC. | 33,530 | $2.17M | 0.16% | +1,054+3.2% | Added |
| Argyle Capital Management Inc. | 33,471 | $2.17M | 0.79% | −161−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 33,178 | $2.15M | 0.10% | +5,387+19.4% | Added |
| Hayek Kallen Investment Management | 33,055 | $2.14M | 0.96% | −494−1.5% | Reduced |
| Credit Agricole S A | 32,885 | $2.13M | 0.07% | +15,330+87.3% | Added |