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 |
|---|---|---|---|---|---|
| Consolidated Planning Corp | 22,593 | $1.46M | 0.32% | +1,526+7.2% | Added |
| Private Trust Co NA | 22,548 | $1.46M | 0.19% | −236−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,536 | $1.46M | 0.15% | +22,536 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,338 | $1.45M | 0.35% | +3,148+16.4% | Added |
| Sumitomo Life Insurance Co | 22,329 | $1.45M | 0.04% | −290−1.3% | Reduced |
| Family Management Corp | 22,284 | $1.44M | 0.33% | −221−1.0% | Reduced |
| ZWJ Investment Counsel Inc | 22,053 | $1.43M | 0.08% | −560−2.5% | Reduced |
| HF Advisory Group, LLC | 22,026 | $1.43M | 1.06% | +1,730+8.5% | Added |
| Farmers & Merchants Investments Inc | 21,896 | $1.42M | 0.06% | −1,500−6.4% | Reduced |
| Old North State Trust, LLC | 21,861 | $1.42M | 1.10% | −62−0.3% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.41M | 0.06% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 21,700 | $1.40M | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 21,672 | $1.40M | 0.02% | −304−1.4% | Reduced |
| Harbor Capital Advisors, Inc. | 21,640 | $1.40M | 0.30% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 21,467 | $1.39M | 0.17% | +291+1.4% | Added |
| Smith, Moore & Co. | 21,426 | $1.39M | 0.18% | +72+0.3% | Added |
| Advisors Capital Management, LLC | 21,376 | $1.38M | 0.04% | +14,103+193.9% | Added |
| Oak Harbor Wealth Partners, LLC | 21,302 | $1.38M | 0.49% | +19+0.1% | Added |
| RFP Financial Group LLC | 21,087 | $1.36M | 0.60% | −1,435−6.4% | Reduced |
| Southeast Asset Advisors Inc. | 20,985 | $1.36M | 0.19% | −186−0.9% | Reduced |
| Toroso Investments, LLC | 20,971 | $1.36M | 0.04% | +1,591+8.2% | Added |
| Smith Chas P & Associates Pa Cpas | 20,967 | $1.36M | 0.10% | −344−1.6% | Reduced |
| Burns J W & Co Inc | 20,880 | $1.35M | 0.22% | −675−3.1% | Reduced |
| Glenview Trust Co | 20,869 | $1.35M | 0.04% | +7,843+60.2% | Added |
| Farmers National Bank | 20,809 | $1.35M | 0.47% | −301−1.4% | Reduced |
| Hilltop Holdings Inc. | 20,749 | $1.34M | 0.17% | +547+2.7% | Added |
| Wellington Shields & Co., LLC | 20,746 | $1.34M | 0.34% | +5,521+36.3% | Added |
| Concord Wealth Partners | 20,697 | $1.34M | 0.28% | +2,644+14.6% | Added |
| SevenBridge Financial Group, LLC | 20,687 | $1.34M | 0.35% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 20,653 | $1.34M | 0.11% | 00.0% | Unchanged |
| Patten & Patten Inc | 20,586 | $1.33M | 0.12% | +397+2.0% | Added |
| BTG Pactual Global Asset Management Ltd | 20,366 | $1.32M | 0.75% | +20,366 | New |
| Sculati Wealth Management, LLC | 20,215 | $1.31M | 0.67% | −3,110−13.3% | Reduced |
| CWS Financial Advisors, LLC | 20,116 | $1.30M | 0.52% | −237−1.2% | Reduced |
| Mayfair Advisory Group, LLC | 19,591 | $1.30M | 1.26% | +19+0.1% | Added |
| Capital Investment Advisory Services, LLC | 20,060 | $1.30M | 0.13% | +547+2.8% | Added |
| Canal Insurance CO | 20,000 | $1.29M | 0.37% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 19,983 | $1.29M | 0.07% | −1,414−6.6% | Reduced |
| Ethic Inc. | 19,879 | $1.29M | 0.05% | −743−3.6% | Reduced |
| Good Life Advisors, LLC | 19,807 | $1.28M | 0.15% | +247+1.3% | Added |
| MSH Capital Advisors LLC | 19,776 | $1.28M | 0.50% | −742−3.6% | Reduced |
| Stokes Family Office, LLC | 19,750 | $1.28M | 0.15% | −182−0.9% | Reduced |
| SeaCrest Wealth Management, LLC | 19,684 | $1.27M | 0.17% | +438+2.3% | Added |
| FinTrust Capital Advisors, LLC | 19,623 | $1.27M | 0.28% | +5,548+39.4% | Added |
| Philadelphia Trust Co | 19,545 | $1.26M | 0.13% | +2,355+13.7% | Added |
| Ignite Planners, LLC | 19,516 | $1.26M | 0.38% | +399+2.1% | Added |
| Adviser Investments LLC | 19,441 | $1.26M | 0.03% | +12,246+170.2% | Added |
| Romano Brothers and Company | 19,404 | $1.26M | 0.20% | −99−0.5% | Reduced |
| Wedbush Securities Inc | 19,373 | $1.25M | 0.06% | +608+3.2% | Added |
| Brooks, Moore & Associates, Inc. | 19,306 | $1.25M | 0.94% | −200−1.0% | Reduced |
| Islay Capital Management, LLC | 19,254 | $1.25M | 1.07% | −271−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 19,205 | $1.24M | 0.00% | −13,474−41.2% | Reduced |
| International Assets Investment Management, LLC | 18,732 | $1.24M | 0.17% | +2,095+12.6% | Added |
| Old National Bancorp | 19,101 | $1.24M | 0.04% | −409−2.1% | Reduced |
| Eagle Rock Investment Company, LLC | 19,073 | $1.23M | 0.28% | −89−0.5% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.23M | 0.25% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18,997 | $1.23M | 0.14% | −1,098−5.5% | Reduced |
| Spreng Capital Management, Inc. | 18,945 | $1.23M | 0.90% | −335−1.7% | Reduced |
| Grove Bank & Trust | 18,845 | $1.22M | 0.25% | +658+3.6% | Added |
| Salem Investment Counselors Inc | 18,819 | $1.22M | 0.05% | −75−0.4% | Reduced |
| Mather Group, LLC. | 18,499 | $1.20M | 0.02% | −849−4.4% | Reduced |
| Reuter James Wealth Management, LLC | 18,476 | $1.20M | 0.90% | −15−0.1% | Reduced |
| High Net Worth Advisory Group LLC | 18,354 | $1.19M | 0.48% | −678−3.6% | Reduced |
| Empowered Funds, LLC | 18,328 | $1.19M | 0.03% | −536−2.8% | Reduced |
| SWAN Capital LLC | 18,248 | $1.18M | 0.94% | +18,248 | New |
| Western Wealth Management, LLC | 18,215 | $1.18M | 0.10% | +2,148+13.4% | Added |
| GeoWealth Management, LLC | 18,186 | $1.18M | 0.13% | +18,112+24,475.7% | Added |
| Abbrea Capital, LLC | 18,177 | $1.18M | 0.19% | −280−1.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,130 | $1.17M | 0.17% | +37+0.2% | Added |
| Monte Financial Group, LLC | 18,124 | $1.17M | 0.59% | −100−0.5% | Reduced |
| Woodstock Corp | 18,088 | $1.17M | 0.15% | −865−4.6% | Reduced |
| Wealth Alliance | 18,057 | $1.17M | 0.18% | +568+3.2% | Added |
| CapWealth Advisors, LLC | 17,785 | $1.15M | 0.15% | −2,022−10.2% | Reduced |
| ICW Investment Advisors LLC | 17,738 | $1.15M | 0.62% | +466+2.7% | Added |
| Benedict Financial Advisors Inc | 17,728 | $1.15M | 0.33% | −50.0% | Reduced |
| Means Investment Co., Inc. | 17,683 | $1.14M | 0.19% | −483−2.7% | Reduced |
| Nilsine Partners, LLC | 17,629 | $1.14M | 0.17% | −412−2.3% | Reduced |
| Segall Bryant & Hamill, LLC | 17,613 | $1.14M | 0.01% | −401−2.2% | Reduced |
| Mystic Asset Management, Inc. | 17,606 | $1.14M | 0.64% | +40+0.2% | Added |
| Delta Asset Management LLC | 17,486 | $1.13M | 0.12% | +335+2.0% | Added |
| Adirondack Trust Co | 17,448 | $1.13M | 0.56% | −225−1.3% | Reduced |
| Trustco Bank Corp N Y | 17,418 | $1.13M | 1.28% | −105−0.6% | Reduced |
| Accurate Wealth Management, LLC | 16,795 | $1.13M | 0.35% | +4,525+36.9% | Added |
| Bristlecone Advisors, LLC | 17,382 | $1.12M | 0.13% | +447+2.6% | Added |
| Westpac Banking Corp | 17,368 | $1.12M | 0.08% | −100−0.6% | Reduced |
| Derbend Asset Management | 17,320 | $1.12M | 0.76% | −502−2.8% | Reduced |
| Sandy Spring Bank | 17,278 | $1.12M | 0.06% | −522−2.9% | Reduced |
| Centennial Bank | 17,129 | $1.11M | 0.77% | −124−0.7% | Reduced |
| Arete Wealth Advisors, LLC | 17,011 | $1.10M | 0.19% | −6,194−26.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.10M | 0.17% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16,997 | $1.10M | 0.21% | −1,063−5.9% | Reduced |
| Pacitti Group Inc. | 16,974 | $1.10M | 0.77% | +448+2.7% | Added |
| DMG Group, LLC | 16,935 | $1.10M | 1.11% | +655+4.0% | Added |
| Procyon Private Wealth Partners, LLC | 16,861 | $1.09M | 0.11% | −310−1.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,852 | $1.09M | 0.05% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 16,835 | $1.09M | 0.13% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 16,764 | $1.08M | 0.22% | +3,380+25.3% | Added |
| CAPROCK Group, Inc. | 16,688 | $1.08M | 0.08% | +177+1.1% | Added |
| StrategIQ Financial Group, LLC | 16,676 | $1.08M | 0.12% | −62−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 16,658 | $1.08M | 0.04% | +8,176+96.4% | Added |