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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 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

Q1 2022 vs. Q4 2021

How the institutions holding Southern Co changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of SO: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders1,654251,700+71
Shares641.0M621.8K653.2M+12.9M (+2.0%)
Value$43.9B$41.1M$47.3B+$3.45B (+7.9%)

25 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (154)

Institutions that held Southern Co at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 154 by value.

Institutions new to SO in Q1 2022
InstitutionSharesValue% of portfolio
Zurich Insurance Group Ltd579,273$42.0M0.52%
Royal London Asset Management Ltd373,288$27.1M0.11%
ExodusPoint Capital Management, LP363,212$26.3M0.38%
Amalgamated Financial Corp.265,754$19.3M0.15%
Allen Mooney & Barnes Investment Advisors LLC161,366$11.7M2.59%
Churchill Management Corp95,323$6.91M0.12%
Railway Pension Investments Ltd84,000$6.09M0.05%
CCM Investment Advisers LLC62,719$4.55M0.62%
Atria Wealth Solutions, Inc.48,139$3.49M0.06%
OneAscent Wealth Management LLC47,703$3.46M1.72%
Eudaimonia Partners, LLC46,370$3.36M0.57%
Reynolds Investment Management, Inc.42,255$3.06M0.90%
Blueshift Asset Management, LLC42,148$3.06M0.28%
Bayesian Capital Management, LP37,000$2.68M0.40%
Advisors Preferred, LLC34,440$2.55M0.21%
Wolverine Trading, LLC22,983$1.67M0.05%
Elevated Capital Advisors, LLC19,686$1.43M0.47%
Epoch Investment Partners, Inc.17,190$1.25M0.01%
Red Cedar Investment Management, LLC16,928$1.23M0.17%
AllGen Financial Advisors, Inc.42,449$1.22M1.02%
Oak Thistle LLC13,614$988.0K0.52%
Meeder Asset Management Inc13,472$977.0K0.05%
ICA Group Wealth Management, LLC12,564$947.0K0.18%
Ethic Inc.12,953$939.0K0.06%
Country Club Bank12,223$886.0K0.08%
Aft, Forsyth & Company, Inc.11,733$851.0K0.54%
Global Retirement Partners, LLC11,065$838.0K0.07%
L.M. Kohn & Company11,535$837.0K0.32%
Virtu Financial LLC10,512$762.0K0.06%
Silver Oak Securities, Inc10,097$758.0K0.15%
Element Capital Management LLC10,391$753.0K0.38%
Sand Hill Global Advisors, LLC10,066$730.0K0.04%
Zeke Capital Advisors, LLC9,861$715.0K0.04%
Eastover Investment Advisors LLC9,729$705.0K0.37%
M Holdings Securities, Inc.9,464$686.0K0.05%
GoalVest Advisory LLC9,449$685.0K0.39%
Guardian Wealth Advisors, LLC9,030$655.0K0.28%
Vista Capital Partners, Inc.9,000$653.0K0.08%
Fund Management at Engine No. 1 LLC8,972$651.0K0.16%
Private Advisory Group LLC8,489$616.0K0.12%
Seven Eight Capital, LP8,141$590.0K0.08%
Groesbeck Investment Management Corp8,100$587.0K0.66%
Mendel Money Management8,096$587.0K0.29%
Duality Advisers, LP7,385$535.0K0.06%
BFT Financial Group, LLC7,194$522.0K0.08%
Wealth Advisory Solutions, LLC7,177$520.0K0.11%
Gyon Technologies Capital Management, LP7,158$519.0K0.37%
Graybill Bartz & Assoc Ltd7,144$518.0K0.25%
NFP Retirement, Inc.6,126$444.3K0.11%
Relative Value Partners Group, LLC5,773$419.0K0.03%
Americana Partners, LLC5,760$411.0K0.13%
Toews Corp5,600$406.0K0.07%
Cary Street Partner Investment Advisory LLC5,540$401.0K0.11%
Neo Ivy Capital Management5,490$398.0K0.36%
Klingman & Associates, LLC5,454$395.0K0.03%
Private Capital Advisors, Inc.5,300$384.0K0.06%
Boothbay Fund Management, LLC5,289$384.0K0.01%
REDW Wealth LLC5,236$380.0K0.11%
Paloma Partners Management Co5,019$364.0K0.03%
Redwood Financial Network Corp4,661$338.0K0.31%
PFG Advisors4,570$331.0K0.03%
Black Diamond Financial, LLC4,511$327.0K0.10%
Moneta Group Investment Advisors LLC4,344$315.0K0.01%
Aaron Wealth Advisors22,768$314.0K0.01%
Chesapeake Wealth Management4,273$310.0K0.11%
Waterfront Wealth Inc.4,086$310.0K0.11%
Journey Advisory Group, LLC4,223$306.0K0.08%
DT Investment Partners, LLC4,160$302.0K0.04%
Vise Technologies, Inc.4,120$299.0K0.11%
Financial Architects, Inc4,078$296.0K0.04%
Financial Engines Advisors L.L.C.4,059$294.0K0.00%
WMS Partners, LLC3,987$289.0K0.04%
Axiom Investment Management LLC3,890$280.0K0.61%
Athena Investment Management3,663$270.0K0.21%
Cannon Financial Strategists, Inc.3,560$258.1K0.09%
Round Rock Advisors, LLC3,534$256.0K0.10%
Boston Financial Mangement LLC3,488$253.0K0.01%
Private Portfolio Partners LLC3,420$248.0K0.06%
Colton Groome Financial Advisors, LLC3,417$248.0K0.11%
Zhang Financial LLC3,383$245.0K0.04%
WealthPlan Investment Management, LLC3,264$240.0K0.02%
Laurion Capital Management LP3,300$239.0K0.01%
Charles Carroll Financial Partners, LLC3,300$239.0K0.25%
Boyar Asset Management Inc.3,265$237.0K0.15%
Sweet Financial Partners, LLC3,272$237.0K0.06%
Vicus Capital3,236$235.0K0.02%
Monument Capital Management3,220$234.0K0.08%
Echo Street Capital Management LLC3,191$231.0K0.00%
Flputnam Investment Management Co3,143$228.0K0.01%
Evergreen Capital Management LLC3,138$228.0K0.01%
Axxcess Wealth Management, LLC3,143$228.0K0.02%
Bridgefront Capital, LLC3,130$227.0K0.28%
Graypoint LLC3,123$226.0K0.02%
Hightower 6M Holding, LLC3,073$223.0K0.02%
MCF Advisors LLC2,964$215.0K0.02%
Carlson Capital Management2,957$214.0K0.02%
Keel Point, LLC2,939$213.0K0.03%
Fundamentun, LLC2,928$212.0K0.04%
Goodwin Daniel L2,900$210.0K0.09%
Wilkins Investment Counsel Inc2,900$210.0K0.05%

Sold out (83)

Institutions that held Southern Co at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of SO in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Zimmer Partners, LP2,000,000$137.2M
Ergoteles LLC548,841$37.6M
AMP Capital Investors Ltd192,217$13.2M
Mirabella Financial Services LLP152,909$10.5M
HRT Financial LP151,355$10.4M
Marshall Wace, LLP129,289$8.87M
Old Mission Capital LLC122,620$8.41M
Nomura Holdings Inc102,257$7.01M
Sciencast Management LP70,216$4.84M
Aigen Investment Management, LP64,008$4.29M
Advisors Asset Management, Inc.59,687$4.09M
Simplex Trading, LLC49,500$3.39M
Point72 Hong Kong Ltd39,857$2.73M
Occudo Quantitative Strategies LP36,205$2.48M
Maven Securities LTD35,682$2.45M
BlueCrest Capital Management Ltd35,299$2.42M
Connor, Clark & Lunn Investment Management Ltd.26,299$1.80M
Redwood Investment Management, LLC25,184$1.73M
Quantitative Investment Management, LLC25,137$1.72M
Richard P Slaughter Associates Inc18,938$1.30M
CTC Capital Management, LLC16,700$1.15M
Ziegler Capital Management, LLC16,073$1.10M
Magnetar Financial LLC14,917$1.02M
Hancock Whitney Investment Services Inc.13,600$938.0K
Rational Advisors LLC13,126$900.0K
Schonfeld Strategic Advisors LLC12,738$874.0K
Wolverine Asset Management LLC11,329$776.0K
Polar Asset Management Partners Inc.11,290$774.0K
Cutler Group LP10,653$730.0K
Advisor Resource Council10,624$729.0K
WFA of San Diego, LLC8,960$614.0K
Claraphi Advisory Network, LLC8,685$596.0K
Asahi Life Asset Management Co., Ltd.8,360$573.0K
Brightworth7,503$515.0K
Engine No. 1 LLC7,251$497.0K
XTX Topco Ltd6,043$414.0K
Wexford Capital LP6,000$411.0K
FORA Capital, LLC5,813$399.0K
Triumph Capital Management5,748$394.0K
Signet Financial Management, LLC5,712$392.0K
Braun-Bostich & Associates Inc.5,487$377.0K
Teza Capital Management LLC4,615$316.0K
Delphia (USA) Inc.4,472$307.0K
Washington Trust Bank4,259$292.0K
Autumn Glory Partners, LLC3,910$268.0K
Gsa Capital Partners LLP3,875$266.0K
Charles Schwab Trust Co3,774$259.0K
Livingston Group Asset Management CO (operating as Southport Capital Management)3,693$253.0K
MBB Public Markets I LLC3,661$251.0K
Stonebridge Financial Planning Group, LLC3,503$242.0K
Fifth Lane Capital, LP3,416$234.0K
Financial Strategies Group, Inc.3,108$213.0K
Proficio Capital Partners LLC3,032$208.0K
Appleton Partners Inc3,013$207.0K
Capstone Triton Financial Group, LLC3,025$207.0K
Infrastructure Capital Advisors, LLC3,000$206.0K
Koss-Olinger Consulting, LLC2,939$202.0K
Godsey & Gibb Associates2,740$188.0K
Comprehensive Financial Consultants Institutional, Inc.2,480$161.0K
Andrew Hill Investment Advisors, Inc.2,155$147.0K
Paragon Capital Management Ltd1,895$130.0K
Ahl Investment Management, Inc.1,650$113.0K
Chilton Capital Management LLC1,030$71.0K
Ford Financial Group, LLC1,000$68.0K
Investmark Advisory Group LLC990$67.0K
Eagle Bay Advisors LLC934$64.0K
Total Clarity Wealth Management, Inc.730$50.0K
FSB Premier Wealth Management, Inc.537$36.0K
Amplius Wealth Advisors, LLC416$28.0K
Cassady Schiller Wealth Management, LLC413$28.0K
Sofos Investments, Inc.318$21.0K
Edge Wealth Management LLC295$20.0K
Leverty Financial Group, LLC291$19.0K
TD Capital Management LLC246$17.0K
Equitec Proprietary Markets, LLC200$14.0K
TAP Consulting, LLC183$13.0K
Barrett Asset Management, LLC119$8.00K
McDonald Partners LLC75$5.14K
Absolute Capital Management, LLC75$5.14K
DB Wealth Management Group, LLC50$3.00K
True Link Financial Advisors, LLC47$3.00K
Dark Forest Capital Management LP35$2.00K
First Personal Financial Services7$0

Not filed for Q1 2022 yet (25)

Institutions that held Southern Co at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.