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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 12,482 | $807.8K | 0.15% | +12,482 | New |
| Keudell/Morrison Wealth Management | 12,455 | $806.1K | 0.25% | −285−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 12,440 | $805.1K | 0.04% | −1,514−10.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,439 | $805.1K | 0.02% | −2,850−18.6% | Reduced |
| Cornerstone Management, Inc. | 12,287 | $795.2K | 0.21% | −49−0.4% | Reduced |
| Man Group plc | – | $795.0K | 0.00% | – | – |
| Edge Capital Group, LLC | 12,244 | $792.4K | 0.05% | −94,330−88.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,204 | $789.8K | 0.02% | +12,204 | New |
| GSB Wealth Management, LLC | 12,166 | $787.4K | 0.26% | −719−5.6% | Reduced |
| Community Bank of Raymore | 12,150 | $786.3K | 0.37% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 12,129 | $785.0K | 0.23% | −356−2.9% | Reduced |
| Marino, Stram & Associates LLC | 12,117 | $784.2K | 0.23% | −21−0.2% | Reduced |
| Rogco, LP | 12,045 | $779.6K | 0.38% | +12,045 | New |
| Chicago Trust Co NA | 12,011 | $777.4K | 0.20% | −403−3.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $776.5K | 0.57% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 11,991 | $776.1K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 11,985 | $776.0K | 0.13% | +390+3.4% | Added |
| Bahl & Gaynor Inc | 11,969 | $774.6K | 0.00% | +133+1.1% | Added |
| Shepherd Financial Partners LLC | 11,899 | $770.1K | 0.12% | −255−2.1% | Reduced |
| Twin Capital Management Inc | 11,866 | $768.0K | 0.11% | −976−7.6% | Reduced |
| Bangor Savings Bank | 11,835 | $766.0K | 0.09% | +512+4.5% | Added |
| Cassaday & Co Wealth Management LLC | 11,831 | $765.7K | 0.03% | −61−0.5% | Reduced |
| Walleye Trading LLC | 11,764 | $761.4K | 0.02% | +11,764 | New |
| Bedell Frazier Investment Counseling, LLC | 11,744 | $760.1K | 0.23% | 00.0% | Unchanged |
| Baker Boyer National Bank | 11,741 | $759.9K | 0.31% | +5,657+93.0% | Added |
| Cigna Investments Inc | 11,720 | $759.0K | 0.17% | −1,509−11.4% | Reduced |
| Waterfront Wealth Inc. | 11,569 | $757.1K | 0.25% | +2,435+26.7% | Added |
| Schechter Investment Advisors, LLC | 11,674 | $755.5K | 0.07% | +1,237+11.9% | Added |
| Eisler Capital (US) LLC | 11,673 | $755.5K | 0.28% | +11,673 | New |
| Bartlett & Co. LLC | 11,665 | $755.0K | 0.01% | −56−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,665 | $754.9K | 0.01% | −56−0.5% | Reduced |
| Financial Advocates Investment Management | 11,629 | $752.7K | 0.06% | +857+8.0% | Added |
| Guardian Wealth Advisors, LLC | 11,617 | $751.9K | 0.13% | −144−1.2% | Reduced |
| Toews Corp | 11,600 | $750.8K | 0.45% | +11,600 | New |
| Jeppson Wealth Management, LLC | 11,571 | $748.9K | 0.34% | +1,070+10.2% | Added |
| Machina Capital S.A.S. | 11,561 | $748.2K | 0.42% | +11,561 | New |
| Nicollet Investment Management, Inc. | 11,461 | $742.0K | 0.33% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 11,448 | $740.9K | 0.12% | 00.0% | Unchanged |
| GTS Securities LLC | 11,417 | $738.9K | 0.02% | +11,417 | New |
| HM Payson & Co | 11,408 | $738.3K | 0.02% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 11,400 | $737.8K | 0.14% | +11,400 | New |
| Viawealth, LLC | 11,319 | $732.6K | 0.54% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,308 | $731.8K | 0.03% | −4,157−26.9% | Reduced |
| Live Oak Investment Partners | – | $726.7K | 0.63% | – | – |
| NEOS Investment Management LLC | 11,159 | $722.2K | 0.09% | +11,159 | New |
| Legacy Wealth Asset Management, LLC | 11,154 | $721.9K | 0.26% | −20.0% | Reduced |
| Court Place Advisors, LLC | 11,152 | $721.7K | 0.26% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 11,142 | $721.1K | 0.23% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 11,134 | $720.6K | 0.36% | +494+4.6% | Added |
| Cobblestone Capital Advisors LLC | 11,072 | $716.5K | 0.05% | −169−1.5% | Reduced |
| Farmers Trust Co | 11,045 | $714.8K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 11,019 | $713.2K | 0.54% | +50.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 11,018 | $713.1K | 0.19% | +391+3.7% | Added |
| Detalus Advisors, LLC | 11,014 | $712.8K | 0.33% | −490−4.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,988 | $711.1K | 0.04% | +5,101+86.6% | Added |
| Transamerica Financial Advisors, Inc. | 10,986 | $711.0K | 0.10% | +163+1.5% | Added |
| Atlantic Trust, LLC | 10,958 | $709.2K | 0.23% | +50+0.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,921 | $706.8K | 0.09% | +225+2.1% | Added |
| Silverlake Wealth Management LLC | 10,883 | $704.4K | 0.40% | −255−2.3% | Reduced |
| MEMBERS Trust Co | 10,822 | $704.2K | 0.02% | +900+9.1% | Added |
| Comerica Securities,inc. | 10,849 | $702.1K | 0.06% | −3,213−22.8% | Reduced |
| Allred Capital Management, LLC | 10,842 | $701.7K | 0.35% | −136−1.2% | Reduced |
| Chesley Taft & Associates LLC | 10,802 | $699.1K | 0.05% | −300−2.7% | Reduced |
| FourThought Financial Partners, LLC | 10,755 | $696.0K | 0.10% | −624−5.5% | Reduced |
| Gilbert & Cook, Inc. | 10,740 | $695.1K | 0.11% | +926+9.4% | Added |
| Flputnam Investment Management Co | 10,666 | $690.3K | 0.02% | +4,376+69.6% | Added |
| Jackson Thornton Asset Management, LLC | 10,663 | $690.1K | 0.14% | −11−0.1% | Reduced |
| Centre Asset Management, LLC | 10,656 | $690.0K | 0.17% | −170−1.6% | Reduced |
| Insight Inv LLC | 10,380 | $689.6K | 0.76% | −190−1.8% | Reduced |
| ProVise Management Group, LLC | 10,619 | $687.3K | 0.06% | −1,152−9.8% | Reduced |
| HBK Sorce Advisory LLC | 10,610 | $686.7K | 0.03% | +388+3.8% | Added |
| Eudaimonia Partners, LLC | 10,586 | $685.2K | 0.17% | +319+3.1% | Added |
| Morningstar Investment Management LLC | 10,580 | $685.0K | 0.09% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 10,563 | $683.6K | 0.24% | +20.0% | Added |
| RSM US Wealth Management LLC | 10,555 | $683.1K | 0.02% | +19+0.2% | Added |
| Strategic Investment Solutions, Inc. | 9,787 | $680.0K | 0.01% | +9,173+1,494.0% | Added |
| Firethorn Wealth Partners, LLC | 10,381 | $671.8K | 0.52% | +100+1.0% | Added |
| Wintrust Investments LLC | 10,369 | $671.0K | 0.07% | +196+1.9% | Added |
| Valley Brook Capital Group | 10,343 | $669.4K | 0.66% | −97−0.9% | Reduced |
| Intrua Financial, LLC | 10,287 | $665.8K | 0.12% | −806−7.3% | Reduced |
| EPG Wealth Management LLC | 10,245 | $663.1K | 0.20% | +29+0.3% | Added |
| Longfellow Investment Management Co LLC | 10,234 | $662.3K | 0.18% | +10,234 | New |
| Park National Corp | 10,199 | $660.1K | 0.03% | −158−1.5% | Reduced |
| Resolution Capital Ltd | 10,194 | $659.8K | 0.01% | +10,194 | New |
| Nwam LLC | 10,174 | $658.5K | 0.07% | −215−2.1% | Reduced |
| North Star Investment Management Corp. | 10,123 | $655.1K | 0.06% | +11+0.1% | Added |
| Bessemer Group Inc | 10,095 | $654.0K | 0.00% | −3,022−23.0% | Reduced |
| TD Waterhouse Canada Inc. | 10,245 | $653.3K | 0.01% | −9,203−47.3% | Reduced |
| JT Stratford LLC | 10,067 | $651.5K | 0.17% | +1,963+24.2% | Added |
| Arrow Financial Corp | 10,064 | $651.3K | 0.08% | −76−0.7% | Reduced |
| Journey Advisory Group, LLC | 10,058 | $651.0K | 0.10% | 00.0% | Unchanged |
| Summit Financial Group Inc | 10,034 | $649.4K | 0.27% | −400−3.8% | Reduced |
| Excalibur Management Corp | 10,020 | $648.5K | 0.34% | −100−1.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,928 | $645.0K | 0.09% | −599−5.7% | Reduced |
| Thoroughbred Financial Services, LLC | 9,953 | $644.0K | 0.06% | +3,678+58.6% | Added |
| Avantax Planning Partners, Inc. | 9,947 | $643.8K | 0.03% | +359+3.7% | Added |
| Bradley Foster & Sargent Inc | 9,138 | $641.9K | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 9,917 | $641.8K | 0.47% | +357+3.7% | Added |
| Monetary Management Group Inc | 9,876 | $639.2K | 0.21% | 00.0% | Unchanged |
| Marco Investment Management LLC | 9,875 | $639.1K | 0.07% | −1,381−12.3% | Reduced |