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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 32,447 | $2.10M | 0.54% | 00.0% | Unchanged |
| Prudential PLC | 32,314 | $2.09M | 0.02% | −4,727−12.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $2.09M | 0.00% | −4,100−11.2% | Reduced |
| Consolidated Portfolio Review Corp | 32,245 | $2.09M | 0.51% | +15,000+87.0% | Added |
| Daymark Wealth Partners, LLC | 32,105 | $2.08M | 0.14% | +6,028+23.1% | Added |
| United Services Automobile Association | 32,017 | $2.07M | 0.05% | +5,401+20.3% | Added |
| Johnson Investment Counsel Inc | 31,974 | $2.07M | 0.03% | +1,714+5.7% | Added |
| Coastal Bridge Advisors, LLC | 31,956 | $2.07M | 0.55% | +745+2.4% | Added |
| Mainstay Capital Management LLC | 31,867 | $2.06M | 0.44% | +1,630+5.4% | Added |
| Forte Capital LLC | 31,829 | $2.06M | 0.32% | −349−1.1% | Reduced |
| Green Square Capital Advisors LLC | 31,718 | $2.05M | 0.27% | −776−2.4% | Reduced |
| Wills Financial Group, Inc. | 31,608 | $2.05M | 1.11% | −154−0.5% | Reduced |
| Private Asset Management Inc | 31,570 | $2.04M | 0.48% | −4,635−12.8% | Reduced |
| Brown Advisory Inc | 31,481 | $2.04M | 0.00% | −396−1.2% | Reduced |
| Centaurus Financial, Inc. | 31,467 | $2.04M | 0.18% | −7,218−18.7% | Reduced |
| United Community Bank | 31,407 | $2.03M | 1.00% | +7,697+32.5% | Added |
| Donaldson Capital Management, LLC | 31,174 | $2.02M | 0.10% | −559,956−94.7% | Reduced |
| Robbins Farley LLC | 30,976 | $2.00M | 1.42% | +3,307+12.0% | Added |
| Mechanics Bank Trust Department | 30,820 | $1.99M | 0.33% | −75−0.2% | Reduced |
| Squarepoint Ops LLC | 30,598 | $1.98M | 0.01% | −56,237−64.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,586 | $1.98M | 0.20% | +225+0.7% | Added |
| South State Corp. | 30,213 | $1.96M | 0.19% | +398+1.3% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $1.94M | 0.10% | 00.0% | Unchanged |
| Bank of Hawaii | 29,974 | $1.94M | 0.11% | +1,206+4.2% | Added |
| Calamos Wealth Management LLC | 29,884 | $1.93M | 0.15% | +98+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,775 | $1.93M | 0.25% | −959−3.1% | Reduced |
| Texas Yale Capital Corp. | 29,705 | $1.92M | 0.09% | +425+1.5% | Added |
| Sowell Financial Services LLC | 29,614 | $1.92M | 0.12% | −3,974−11.8% | Reduced |
| Venture Visionary Partners LLC | 29,614 | $1.92M | 0.12% | +341+1.2% | Added |
| Vectors Research Management, LLC | 32,917 | $1.88M | 0.61% | +38+0.1% | Added |
| Verdence Capital Advisors LLC | 28,892 | $1.87M | 0.20% | +4,464+18.3% | Added |
| Portman Square Capital LLP | 28,767 | $1.86M | 0.26% | +2,475+9.4% | Added |
| Jacobi Capital Management LLC | 28,755 | $1.86M | 0.21% | +433+1.5% | Added |
| Shell Asset Management Co | 28,706 | $1.86M | 0.08% | −4,160−12.7% | Reduced |
| Hancock Whitney Corp | 28,682 | $1.86M | 0.08% | −2,223−7.2% | Reduced |
| Moody National Bank Trust Division | 28,638 | $1.85M | 0.12% | +388+1.4% | Added |
| Kingsview Wealth Management, LLC | 28,553 | $1.85M | 0.07% | +15+0.1% | Added |
| Proequities, Inc. | 28,524 | $1.85M | 0.14% | +2,038+7.7% | Added |
| Kavar Capital Partners Group, LLC | 28,502 | $1.84M | 0.40% | −981−3.3% | Reduced |
| Greenleaf Trust | 28,365 | $1.84M | 0.02% | −612−2.1% | Reduced |
| Imprint Wealth LLC | 28,328 | $1.83M | 1.55% | +579+2.1% | Added |
| Huber Capital Management LLC | 28,300 | $1.83M | 0.43% | +28,300 | New |
| FAI Wealth Management | 28,205 | $1.83M | 2.80% | −19,896−41.4% | Reduced |
| First City Capital Management, Inc. | 28,127 | $1.82M | 1.14% | −150−0.5% | Reduced |
| D L Carlson Investment Group Inc | 28,059 | $1.82M | 0.37% | −11,424−28.9% | Reduced |
| Diversified, LLC | 27,817 | $1.80M | 0.47% | +200+0.7% | Added |
| Snowden Capital Advisors LLC | 27,588 | $1.79M | 0.08% | −2,683−8.9% | Reduced |
| MAI Capital Management | 27,552 | $1.78M | 0.03% | +6,250+29.3% | Added |
| LBMC Investment Advisors, LLC | 27,635 | $1.77M | 0.19% | +25+0.1% | Added |
| Adalta Capital Management LLC | 27,261 | $1.76M | 1.20% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 27,194 | $1.76M | 0.15% | −769−2.8% | Reduced |
| Harbour Investments, Inc. | 27,084 | $1.75M | 0.09% | +493+1.9% | Added |
| Buckingham Strategic Wealth, LLC | 26,983 | $1.75M | 0.02% | −521−1.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 26,936 | $1.74M | 0.28% | −14,130−34.4% | Reduced |
| TFG Advisers LLC | 26,894 | $1.74M | 0.82% | +108+0.4% | Added |
| 1832 Asset Management L.P. | 26,840 | $1.74M | 0.00% | −1,013−3.6% | Reduced |
| Essex LLC | 26,533 | $1.72M | 0.48% | −138−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 26,485 | $1.71M | 0.03% | −1,520−5.4% | Reduced |
| Mitchell Sinkler & Starr | 26,243 | $1.70M | 0.52% | +8,140+45.0% | Added |
| Great Valley Advisor Group, Inc. | 26,096 | $1.69M | 0.07% | +903+3.6% | Added |
| Nepsis, Inc. | 25,762 | $1.67M | 0.51% | −316−1.2% | Reduced |
| Capital Square, LLC | 24,996 | $1.66M | 2.24% | +197+0.8% | Added |
| John G Ullman & Associates Inc | 25,700 | $1.66M | 0.27% | −100−0.4% | Reduced |
| Azimuth Capital Investment Management LLC | 25,660 | $1.66M | 0.08% | −55−0.2% | Reduced |
| Old Port Advisors | 25,655 | $1.66M | 0.60% | +25,655 | New |
| Mutual Advisors, LLC | 25,352 | $1.64M | 0.06% | +1,434+6.0% | Added |
| Keene & Associates, Inc. | 25,333 | $1.64M | 1.32% | +258+1.0% | Added |
| Asset Dedication, LLC | 25,127 | $1.63M | 0.14% | +773+3.2% | Added |
| Siemens Fonds Invest GmbH | 25,040 | $1.62M | 0.16% | −34,141−57.7% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.62M | 0.18% | 00.0% | Unchanged |
| NBT Bank N A | 24,996 | $1.62M | 0.16% | −300−1.2% | Reduced |
| IHT Wealth Management, LLC | 24,988 | $1.62M | 0.08% | +748+3.1% | Added |
| Stolper Co | 24,796 | $1.60M | 0.70% | +467+1.9% | Added |
| Private Advisory Group LLC | 24,770 | $1.60M | 0.32% | −692−2.7% | Reduced |
| Ascent Wealth Partners, LLC | 24,750 | $1.60M | 0.30% | +1,393+6.0% | Added |
| NTV Asset Management LLC | 24,661 | $1.60M | 0.29% | −871−3.4% | Reduced |
| Stock Yards Bank & Trust Co | 24,574 | $1.59M | 0.06% | −1,219−4.7% | Reduced |
| Sawtooth Solutions, LLC | 24,396 | $1.58M | 0.05% | −16,709−40.6% | Reduced |
| Bleakley Financial Group, LLC | 24,396 | $1.58M | 0.06% | −7,166−22.7% | Reduced |
| Claro Advisors LLC | 24,350 | $1.58M | 0.39% | +1,610+7.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,265 | $1.57M | 0.04% | −970−3.8% | Reduced |
| Citizens National Bank Trust Department | 24,256 | $1.57M | 0.43% | −115−0.5% | Reduced |
| Waters Parkerson & Co., LLC | 24,228 | $1.57M | 0.09% | −700−2.8% | Reduced |
| TrueWealth Advisors, LLC | 24,129 | $1.56M | 0.66% | +518+2.2% | Added |
| Assenagon Asset Management S.A. | 24,117 | $1.56M | 0.01% | −67,692−73.7% | Reduced |
| King Luther Capital Management Corp | 23,953 | $1.55M | 0.01% | +7,424+44.9% | Added |
| Strategic Blueprint, LLC | 23,783 | $1.54M | 0.14% | +1,212+5.4% | Added |
| Geneos Wealth Management Inc. | 23,782 | $1.54M | 0.08% | +52+0.2% | Added |
| Equitable Trust Co | 23,761 | $1.54M | 0.13% | +5,030+26.9% | Added |
| Capstone Investment Advisors, LLC | 23,609 | $1.53M | 0.04% | +20,159+584.3% | Added |
| Veriti Management LLC | 23,593 | $1.53M | 0.17% | +358+1.5% | Added |
| Peoples Financial Services Corp. | 23,582 | $1.53M | 0.72% | −100−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 23,375 | $1.51M | 0.11% | −326−1.4% | Reduced |
| Holderness Investments Co | 23,363 | $1.51M | 0.59% | +30.0% | Added |
| Brown Brothers Harriman & Co | 23,345 | $1.51M | 0.01% | −1,700−6.8% | Reduced |
| Allworth Financial LP | 23,200 | $1.50M | 0.01% | −1,431−5.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 22,914 | $1.48M | 0.45% | −45−0.2% | Reduced |
| Trust Co of Vermont | 22,778 | $1.47M | 0.10% | +392+1.8% | Added |
| IFP Advisors, Inc | 22,757 | $1.47M | 0.07% | +3,465+18.0% | Added |
| Linden Thomas Advisory Services, LLC | 22,664 | $1.47M | 0.33% | −685−2.9% | Reduced |