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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 16,652 | $1.08M | 0.13% | 00.0% | Unchanged |
| BancorpSouth Bank | 16,585 | $1.07M | 0.09% | −54−0.3% | Reduced |
| Aviva PLC | 16,572 | $1.07M | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 16,504 | $1.07M | 0.06% | +579+3.6% | Added |
| Griffin Asset Management, Inc. | 16,428 | $1.06M | 0.15% | −799−4.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,361 | $1.06M | 0.31% | −341−2.0% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 16,306 | $1.06M | 1.11% | +7,005+75.3% | Added |
| Marshall Wace, LLP | 16,300 | $1.05M | 0.00% | +16,300 | New |
| Boston Private Wealth LLC | 16,287 | $1.05M | 0.02% | −2,561−13.6% | Reduced |
| Busey Wealth Management | 16,236 | $1.05M | 0.04% | −1,576−8.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,172 | $1.05M | 0.46% | −115−0.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,165 | $1.05M | 0.29% | −140−0.9% | Reduced |
| Gleason Group, Inc. | 16,098 | $1.04M | 0.27% | +169+1.1% | Added |
| Connectus Wealth, LLC | 16,066 | $1.04M | 0.02% | +4,318+36.8% | Added |
| TrinityPoint Wealth, LLC | 16,072 | $1.04M | 0.21% | +1,503+10.3% | Added |
| Asset Advisors Investment Management, LLC | 16,059 | $1.04M | 0.14% | 00.0% | Unchanged |
| First United Bank Trust | 16,038 | $1.04M | 0.48% | +1,205+8.1% | Added |
| Naviter Wealth, LLC | 15,859 | $1.03M | 0.25% | +1,046+7.1% | Added |
| L.M. Kohn & Company | 15,741 | $1.02M | 0.37% | +793+5.3% | Added |
| Vident Advisory, LLC | 15,684 | $1.02M | 0.03% | +15,684 | New |
| Fund Management at Engine No. 1 LLC | 15,594 | $1.01M | 0.16% | +1,401+9.9% | Added |
| Landscape Capital Management, L.L.C. | 15,575 | $1.01M | 0.13% | +15,575 | New |
| Rowland & Co Investment Counsel | 15,505 | $1.00M | 0.25% | +16+0.1% | Added |
| Powers Advisory Group, LLC | 15,497 | $1.00M | 0.68% | +107+0.7% | Added |
| Edgestream Partners, L.P. | 15,466 | $1.00M | 0.08% | +15,466 | New |
| Assetmark, Inc | 15,338 | $992.7K | 0.00% | +2,039+15.3% | Added |
| We Are One Seven, LLC | 15,336 | $992.5K | 0.08% | +96+0.6% | Added |
| Jaffetilchin Investment Partners, LLC | 15,214 | $984.6K | 0.11% | −1,109−6.8% | Reduced |
| Patton Albertson Miller Group, LLC | 15,158 | $981.0K | 0.19% | −438−2.8% | Reduced |
| Bank Ozk | 15,075 | $975.7K | 0.54% | −325−2.1% | Reduced |
| Highline Wealth Partners LLC | 15,061 | $974.7K | 0.60% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 15,043 | $973.6K | 0.15% | +303+2.1% | Added |
| Retirement Planning Co of New England, Inc. | 14,930 | $966.3K | 0.54% | −1,639−9.9% | Reduced |
| Guardian Investment Management | 14,910 | $965.0K | 0.88% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 14,894 | $964.0K | 0.19% | +18+0.1% | Added |
| Change Path, LLC | 14,780 | $957.0K | 0.07% | −5,459−27.0% | Reduced |
| LMG Wealth Partners, LLC | 14,729 | $953.3K | 0.29% | +2,321+18.7% | Added |
| Cape Investment Advisory, Inc. | 14,602 | $945.0K | 0.54% | +4,375+42.8% | Added |
| Diversified Trust Co | 14,582 | $943.7K | 0.04% | +190+1.3% | Added |
| Coastal Investment Advisors, Inc. | 13,412 | $942.2K | 0.22% | −200−1.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,245 | $938.2K | 0.16% | +2,633+57.1% | Added |
| Berkeley Capital Partners, LLC | 14,495 | $938.1K | 0.34% | −22−0.2% | Reduced |
| RDA Financial Network | 14,370 | $930.0K | 0.40% | +587+4.3% | Added |
| Burney Co | 14,364 | $929.7K | 0.04% | +601+4.4% | Added |
| Chemung Canal Trust Co | 14,300 | $925.5K | 0.21% | −95−0.7% | Reduced |
| Stableford Capital II LLC | 13,757 | $923.9K | 0.43% | +745+5.7% | Added |
| RIA Advisory Group LLC | 14,263 | $923.0K | 0.41% | +1,334+10.3% | Added |
| Ti-Trust, Inc | 14,210 | $919.7K | 0.88% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 14,193 | $918.6K | 0.21% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 14,170 | $917.1K | 0.11% | +50+0.4% | Added |
| NovaPoint Capital, LLC | 14,140 | $915.1K | 0.36% | −282−2.0% | Reduced |
| White Lighthouse Investment Management Inc. | 14,085 | $911.6K | 0.22% | −9−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 14,080 | $911.2K | 0.10% | +329+2.4% | Added |
| Earnest Partners LLC | 14,079 | $911.2K | 0.01% | −6,142−30.4% | Reduced |
| Global Retirement Partners, LLC | 14,037 | $907.1K | 0.05% | −2,408−14.6% | Reduced |
| Meeder Advisory Services, Inc. | 13,994 | $905.7K | 0.11% | −2,113−13.1% | Reduced |
| Columbus Macro, LLC | 13,943 | $902.4K | 0.38% | −696−4.8% | Reduced |
| Ci Investments Inc. | 13,941 | $902.0K | 0.01% | −149−1.1% | Reduced |
| SignalPoint Asset Management, LLC | 13,921 | $901.0K | 0.29% | −306−2.2% | Reduced |
| Evercore Wealth Management, LLC | 13,915 | $900.6K | 0.02% | −1,225−8.1% | Reduced |
| Red Door Wealth Management, LLC | 13,888 | $898.8K | 0.23% | +69+0.5% | Added |
| Integrated Advisors Network LLC | 13,854 | $896.6K | 0.06% | −348−2.5% | Reduced |
| West Bancorporation Inc | 13,820 | $894.4K | 0.63% | −2,000−12.6% | Reduced |
| Silver Oak Securities, Inc | 13,730 | $888.6K | 0.19% | +486+3.7% | Added |
| Americana Partners, LLC | 13,809 | $886.3K | 0.10% | −4,806−25.8% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $884.5K | 0.39% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 13,667 | $884.5K | 0.14% | −340−2.4% | Reduced |
| Columbia Asset Management | 13,639 | $883.0K | 0.20% | +405+3.1% | Added |
| Silvercrest Asset Management Group LLC | 13,624 | $881.7K | 0.01% | −31−0.2% | Reduced |
| United Bank | 13,600 | $880.2K | 0.12% | 00.0% | Unchanged |
| Intrust Bank NA | 13,598 | $880.1K | 0.11% | +1,019+8.1% | Added |
| Mountain Capital Investment Advisors, Inc | 12,923 | $880.0K | 0.33% | −11,153−46.3% | Reduced |
| Lazard Asset Management LLC | 13,599 | $880.0K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 13,513 | $874.6K | 0.06% | +8,465+167.7% | Added |
| Checchi Capital Advisers, LLC | 13,504 | $873.9K | 0.08% | +482+3.7% | Added |
| Country Club Bank | 13,280 | $864.1K | 0.07% | −175−1.3% | Reduced |
| Wright Investors Service Inc | 13,338 | $863.2K | 0.25% | −636−4.6% | Reduced |
| Qtron Investments LLC | 13,312 | $861.6K | 0.16% | +3,118+30.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 13,281 | $860.0K | 0.56% | +482+3.8% | Added |
| Park Place Capital Corp | 13,106 | $848.2K | 0.25% | −101−0.8% | Reduced |
| Golden State Equity Partners | 13,052 | $844.7K | 0.24% | +268+2.1% | Added |
| Meridian Wealth Management, LLC | 13,013 | $842.2K | 0.05% | −2,712−17.2% | Reduced |
| Kovack Advisors, Inc. | 12,967 | $839.2K | 0.12% | −16−0.1% | Reduced |
| Grimes & Company, Inc. | 12,928 | $836.7K | 0.03% | −47−0.4% | Reduced |
| Widmann Financial Services, Inc. | 12,905 | $835.2K | 0.83% | +40+0.3% | Added |
| Koshinski Asset Management, Inc. | 12,904 | $835.2K | 0.10% | −2,623−16.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,842 | $831.1K | 0.06% | −1,097−7.9% | Reduced |
| Confluence Wealth Services, Inc. | 12,838 | $830.8K | 0.16% | +545+4.4% | Added |
| ForthRight Wealth Management, LLC | 12,784 | $827.4K | 0.36% | +87+0.7% | Added |
| Colony Group LLC | 12,741 | $825.0K | 0.01% | −3,964−23.7% | Reduced |
| Concord Asset Management, LLC | 12,681 | $820.7K | 0.28% | +3,628+40.1% | Added |
| Symphony Financial, Ltd. Co. | 13,049 | $819.0K | 0.20% | +227+1.8% | Added |
| Brighton Jones LLC | 12,641 | $818.1K | 0.04% | +1,694+15.5% | Added |
| Coastline Trust Co | 12,600 | $815.5K | 0.12% | −597−4.5% | Reduced |
| Rocky Mountain Advisers, LLC | 12,585 | $814.5K | 0.40% | +60+0.5% | Added |
| Virtue Capital Management, LLC | 11,336 | $812.6K | 0.14% | 00.0% | Unchanged |
| Summit Global Investments | 12,531 | $811.0K | 0.05% | +833+7.1% | Added |
| Rollins Financial | 12,524 | $810.6K | 0.20% | −1,269−9.2% | Reduced |
| RS Crum Inc. | 12,502 | $809.1K | 0.29% | +719+6.1% | Added |
| Valmark Advisers, Inc. | 12,498 | $808.9K | 0.02% | +22+0.2% | Added |