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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Old National Bancorp | 11,616 | $842.0K | 0.03% | +1,066+10.1% | Added |
| FDx Advisors, Inc. | 11,728 | $850.0K | 0.03% | +162+1.4% | Added |
| Gladstone Institutional Advisory LLC | 11,732 | $851.0K | 0.06% | +677+6.1% | Added |
| Aft, Forsyth & Company, Inc. | 11,733 | $851.0K | 0.54% | +11,733 | New |
| H. L. Ormond & Company, LLC | 11,748 | $852.0K | 1.04% | +13+0.1% | Added |
| TrueWealth Advisors, LLC | 12,519 | $859.0K | 0.39% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,853 | $859.0K | 0.05% | +231+2.0% | Added |
| Chicago Trust Co NA | 11,877 | $861.0K | 0.18% | −2,600−18.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,945 | $866.0K | 0.03% | +9+0.1% | Added |
| Wintrust Investments LLC | 12,049 | $874.0K | 0.08% | −81−0.7% | Reduced |
| BancorpSouth Bank | 12,078 | $876.0K | 0.11% | −850−6.6% | Reduced |
| DMG Group, LLC | 11,583 | $879.0K | 0.98% | −2,461−17.5% | Reduced |
| Avantax Planning Partners, Inc. | 12,118 | $879.0K | 0.03% | +132+1.1% | Added |
| Symphony Financial, Ltd. Co. | 11,600 | $879.0K | 0.21% | +2,875+33.0% | Added |
| Confluence Wealth Services, Inc. | 12,154 | $881.0K | 0.32% | −92−0.8% | Reduced |
| Atlantic Union Bankshares Corp | 12,176 | $883.0K | 0.08% | −1,173−8.8% | Reduced |
| Strategic Wealth Advisors Group, LLC | 12,237 | $886.0K | 0.03% | +1,618+15.2% | Added |
| Country Club Bank | 12,223 | $886.0K | 0.08% | +12,223 | New |
| Berkeley Capital Partners, LLC | 12,311 | $893.0K | 0.36% | −4,447−26.5% | Reduced |
| Park National Corp | 12,328 | $894.0K | 0.04% | −609−4.7% | Reduced |
| Marino, Stram & Associates LLC | 12,368 | $897.0K | 0.28% | −124−1.0% | Reduced |
| Bahl & Gaynor Inc | 12,447 | $903.0K | 0.01% | −1,199−8.8% | Reduced |
| Trustcore Financial Services, LLC | 12,498 | $906.0K | 0.08% | +1,491+13.5% | Added |
| Cooper Financial Group | 12,545 | $910.0K | 0.35% | +8,459+207.0% | Added |
| Widmann Financial Services, Inc. | 12,577 | $911.0K | 0.81% | +240+1.9% | Added |
| McKinley Carter Wealth Services, Inc. | 12,589 | $913.0K | 0.07% | −12,589−50.0% | Reduced |
| Pinebridge Investments, L.P. | 12,597 | $913.0K | 0.01% | +9,572+316.4% | Added |
| Plimoth Trust Co LLC | 12,632 | $916.0K | 0.24% | −100−0.8% | Reduced |
| Toroso Investments, LLC | 12,662 | $918.0K | 0.03% | +530+4.4% | Added |
| RDA Financial Network | 12,710 | $922.0K | 0.39% | +2,196+20.9% | Added |
| HM Payson & Co | 12,730 | $923.0K | 0.02% | −199−1.5% | Reduced |
| Rocky Mountain Advisers, LLC | 12,725 | $923.0K | 1.02% | 00.0% | Unchanged |
| Intrust Bank NA | 12,774 | $926.0K | 0.12% | −707−5.2% | Reduced |
| HighTower Trust Services, LTA | 12,785 | $927.0K | 0.09% | +7,547+144.1% | Added |
| International Assets Investment Management, LLC | 12,830 | $930.0K | 0.17% | −1,319−9.3% | Reduced |
| Shikiar Asset Management Inc | 12,850 | $932.0K | 0.26% | −4,300−25.1% | Reduced |
| Ethic Inc. | 12,953 | $939.0K | 0.06% | +12,953 | New |
| Resources Management Corp | 12,970 | $940.0K | 0.13% | −15−0.1% | Reduced |
| Mather Group, LLC. | 13,005 | $943.0K | 0.02% | −1,298−9.1% | Reduced |
| BT Wealth Management LLC | 13,016 | $944.0K | 0.25% | −60−0.5% | Reduced |
| ICA Group Wealth Management, LLC | 12,564 | $947.0K | 0.18% | +12,564 | New |
| Qtron Investments LLC | 13,085 | $949.0K | 0.21% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 13,102 | $950.0K | 0.31% | −200−1.5% | Reduced |
| Haverford Trust Co | 13,129 | $952.0K | 0.01% | +2,661+25.4% | Added |
| Rafferty Asset Management, LLC | 13,148 | $953.0K | 0.01% | −12,638−49.0% | Reduced |
| Resources Investment Advisors, LLC. | 13,157 | $954.0K | 0.04% | +393+3.1% | Added |
| PSI Advisors, LLC | 13,185 | $956.0K | 0.39% | −741−5.3% | Reduced |
| Magnolia Capital Advisors LLC | 13,178 | $956.0K | 0.38% | −23−0.2% | Reduced |
| Burney Co | 13,202 | $957.0K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 13,232 | $959.0K | 0.02% | −2,169−14.1% | Reduced |
| Stableford Capital II LLC | 12,658 | $959.0K | 0.41% | −1,503−10.6% | Reduced |
| We Are One Seven, LLC | 13,282 | $963.0K | 0.10% | +2,103+18.8% | Added |
| Focus Financial Network, Inc. | 13,288 | $963.5K | 0.07% | −404−3.0% | Reduced |
| V Wealth Advisors LLC | 13,303 | $964.0K | 0.15% | −214−1.6% | Reduced |
| Sowell Financial Services LLC | 13,212 | $969.0K | 0.17% | −15,501−54.0% | Reduced |
| Blue Fin Capital, Inc. | 13,402 | $971.0K | 0.28% | −8−0.1% | Reduced |
| Meeder Asset Management Inc | 13,472 | $977.0K | 0.05% | +13,472 | New |
| Sculati Wealth Management, LLC | 13,505 | $979.0K | 0.48% | +1,225+10.0% | Added |
| Ti-Trust, Inc | 13,610 | $987.0K | 0.90% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 13,627 | $988.0K | 0.18% | +1,117+8.9% | Added |
| Oak Thistle LLC | 13,614 | $988.0K | 0.52% | +13,614 | New |
| TrinityPoint Wealth, LLC | 13,695 | $993.0K | 0.18% | −198−1.4% | Reduced |
| ForthRight Wealth Management, LLC | 13,723 | $995.0K | 0.51% | +39+0.3% | Added |
| United Bank | 13,750 | $997.0K | 0.13% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 13,765 | $998.0K | 0.31% | −100−0.7% | Reduced |
| Twin Capital Management Inc | 13,777 | $999.0K | 0.11% | −2,310−14.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 13,804 | $1.00M | 0.17% | −468−3.3% | Reduced |
| Am Investment Strategies LLC | 13,803 | $1.00M | 0.27% | +329+2.4% | Added |
| FinTrust Capital Advisors, LLC | 13,933 | $1.01M | 0.23% | +290+2.1% | Added |
| LaFleur & Godfrey LLC | 13,974 | $1.01M | 0.14% | +8+0.1% | Added |
| White Lighthouse Investment Management Inc. | 13,982 | $1.01M | 0.26% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 14,000 | $1.01M | 0.00% | −1,200−7.9% | Reduced |
| IHT Wealth Management, LLC | 14,039 | $1.02M | 0.08% | +276+2.0% | Added |
| Corient Capital Partners, LLC | 14,123 | $1.02M | 0.07% | +1,652+13.2% | Added |
| Stonnington Group, LLC | 13,805 | $1.03M | 0.25% | +9,700+236.3% | Added |
| Chatham Capital Group, Inc. | 14,194 | $1.03M | 0.20% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14,218 | $1.03M | 0.07% | +1,136+8.7% | Added |
| Legacy Wealth Asset Management, LLC | 14,250 | $1.03M | 0.37% | +341+2.5% | Added |
| Columbus Macro, LLC | 14,270 | $1.03M | 0.35% | +823+6.1% | Added |
| Woodstock Corp | 14,292 | $1.04M | 0.12% | −2,510−14.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,006 | $1.04M | 0.12% | +1,075+8.3% | Added |
| Welch & Forbes LLC | 14,332 | $1.04M | 0.02% | +2,463+20.8% | Added |
| Pacitti Group Inc. | 14,366 | $1.04M | 0.69% | +760+5.6% | Added |
| SignalPoint Asset Management, LLC | 14,389 | $1.04M | 0.33% | −197−1.4% | Reduced |
| Capital Asset Advisory Services LLC | 14,402 | $1.04M | 0.11% | +789+5.8% | Added |
| Horizon Investments, LLC | 14,541 | $1.04M | 0.03% | +6,976+92.2% | Added |
| Citizens Financial Group Inc | 14,593 | $1.06M | 0.04% | +102+0.7% | Added |
| Bristlecone Advisors, LLC | 14,610 | $1.06M | 0.13% | +70.0% | Added |
| Adirondack Trust Co | 14,601 | $1.06M | 0.50% | +1,179+8.8% | Added |
| Rowland & Co Investment Counsel | 14,648 | $1.06M | 0.25% | +50+0.3% | Added |
| Allworth Financial LP | 14,658 | $1.06M | 0.01% | +2,169+17.4% | Added |
| Bessemer Group Inc | 14,683 | $1.06M | 0.00% | −2,704−15.6% | Reduced |
| ProVise Management Group, LLC | 14,678 | $1.06M | 0.10% | −281−1.9% | Reduced |
| Kovack Advisors, Inc. | 14,741 | $1.07M | 0.11% | +4,820+48.6% | Added |
| Financial Advisory Service, Inc. | 14,832 | $1.07M | 0.10% | +3,298+28.6% | Added |
| EP Wealth Advisors, LLC | 14,879 | $1.08M | 0.02% | −485−3.2% | Reduced |
| Guardian Investment Management | 14,910 | $1.08M | 0.84% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 14,936 | $1.08M | 0.07% | +2,065+16.0% | Added |
| Philadelphia Trust Co | 15,050 | $1.09M | 0.09% | +1,625+12.1% | Added |
| Meridian Wealth Management, LLC | 15,082 | $1.09M | 0.12% | −489−3.1% | Reduced |