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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Southern Co as of Mar 31, 2022. 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
- 1,700
- +71 vs. Q4 2021
- Shares held
- 653.2M
- +12.9M (+2.0%) vs. Q4 2021
- Total value
- $47.3B
- +$3.45B (+7.9%) vs. Q4 2021
- New holders
- 154
- 665 more added
- Sold out
- 83
- 586 more reduced
25 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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 | 2,370 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 7 | $0 | 0.00% | +1+16.7% | Added |
| Karlinski Andrew C | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 15,952 | $0 | 0.00% | +15,952 | New |
| Operose Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 95 | $1.00K | 0.02% | +95 | New |
| Raffa Wealth Management, LLC | 19 | $1.38K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 23 | $1.64K | 1.31% | −22,609−99.9% | Reduced |
| PFS Partners, LLC | 41 | $2.99K | 0.00% | −11−21.2% | Reduced |
| PFG Private Wealth Management, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 36 | $3.00K | 0.00% | +36 | New |
| Cordant, Inc. | 44 | $3.00K | 0.00% | +44 | New |
| Worth Asset Management, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Clear Perspectives Financial Planning, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 57 | $4.00K | 0.00% | +1+1.8% | Added |
| Financial Enhancement Group LLC | 56 | $4.00K | 0.00% | +56 | New |
| Gs Investments, Inc. | 51 | $4.00K | 0.00% | +51 | New |
| Win Advisors, Inc | 55 | $4.00K | 0.00% | +55 | New |
| Centerpoint Advisors, LLC | 67 | $5.00K | 0.00% | −133−66.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 73 | $5.00K | 0.00% | −4−5.2% | Reduced |
| Leonteq Securities AG | 71 | $5.15K | 0.00% | −224−75.9% | Reduced |
| First Financial Corp | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 77 | $6.00K | 0.00% | +77 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $7.00K | 0.01% | −270−75.0% | Reduced |
| Winch Advisory Services, LLC | 99 | $7.00K | 0.00% | −1−1.0% | Reduced |
| KB Financial Partners, LLC | 102 | $7.00K | 0.00% | −4−3.8% | Reduced |
| Level Financial Advisors, Inc. | 101 | $7.00K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 116 | $8.00K | 0.00% | −273−70.2% | Reduced |
| Valley National Advisers Inc | 116 | $8.00K | 0.00% | −200−63.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 105 | $8.00K | 0.01% | +1+1.0% | Added |
| Loomis Sayles & Co L P | 107 | $8.00K | 0.00% | +107 | New |
| Ci Investments Inc. | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 133 | $10.0K | 0.01% | +1+0.8% | Added |
| Smith Group Asset Management, LLC | 128 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 156 | $11.0K | 0.00% | −43−21.6% | Reduced |
| Sageworth Trust Co | 162 | $12.0K | 0.00% | −163−50.2% | Reduced |
| Cribstone Capital Management, LLC | 175 | $13.0K | 0.01% | −50−22.2% | Reduced |
| Monolith Advisors | 196 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 174 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 175 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 191 | $14.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $14.5K | 0.01% | +200 | New |
| Spectrum Management Group, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $15.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 220 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 217 | $16.0K | 0.01% | +200+1,176.5% | Added |
| Clean Yield Group | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 250 | $18.0K | 0.00% | +250 | New |
| Financial Perspectives, Inc | 256 | $18.6K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 257 | $19.0K | 0.01% | +257 | New |
| Annapolis Financial Services, LLC | 280 | $20.0K | 0.01% | −260−48.1% | Reduced |
| Goodwin Investment Advisory | 280 | $20.0K | 0.01% | +280 | New |
| Bellwether Advisors, LLC | 306 | $22.0K | 0.01% | −1,401−82.1% | Reduced |
| Laurel Wealth Planning LLC | 301 | $22.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $22.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 308 | $22.0K | 0.02% | +308 | New |
| Whittier Trust Co of Nevada Inc | 320 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 334 | $24.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 338 | $25.0K | 0.00% | +338 | New |
| Atlas Capital Advisors LLC | 397 | $28.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 399 | $29.0K | 0.01% | +65+19.5% | Added |
| Norway Savings Bank | 405 | $29.0K | 0.01% | −675−62.5% | Reduced |
| First Community Trust NA | 400 | $29.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 394 | $29.0K | 0.01% | +4+1.0% | Added |
| Penserra Capital Management LLC | 440 | $31.0K | 0.00% | −178−28.8% | Reduced |
| IMA Wealth, Inc. | 431 | $31.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 437 | $32.0K | 0.00% | −281−39.1% | Reduced |
| Fairfield Financial Advisors, LTD | 443 | $32.1K | 0.01% | +443 | New |
| BDO Wealth Advisors, LLC | 450 | $33.0K | 0.00% | −107−19.2% | Reduced |
| Tarbox Family Office, Inc. | 472 | $34.0K | 0.01% | −226−32.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 466 | $34.0K | 0.03% | +2+0.4% | Added |
| Spartan Planning & Wealth Management | 463 | $34.0K | 0.04% | +463 | New |
| Hussman Strategic Advisors, Inc. | 500 | $36.0K | 0.01% | −4,500−90.0% | Reduced |
| Rise Advisors, LLC | 500 | $36.0K | 0.03% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 502 | $36.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 503 | $36.0K | 0.01% | +78+18.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 527 | $38.0K | 0.02% | −25−4.5% | Reduced |
| Endurance Wealth Management, Inc. | 534 | $39.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 537 | $39.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 550 | $39.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 550 | $40.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 580 | $42.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 602 | $43.0K | 0.01% | −11−1.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 588 | $43.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 600 | $43.5K | 0.03% | 00.0% | Unchanged |