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.
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 |
|---|---|---|---|---|---|
| Dixon Hughes Goodman Wealth Advisors LLC | 15,149 | $1.10M | 0.31% | +417+2.8% | Added |
| Coastal Investment Advisors, Inc. | 15,137 | $1.10M | 0.22% | +673+4.7% | Added |
| Gleason Group, Inc. | 15,182 | $1.10M | 0.33% | +148+1.0% | Added |
| Integrated Wealth Concepts LLC | 15,236 | $1.10M | 0.03% | −898−5.6% | Reduced |
| Cerity Partners LLC | 15,295 | $1.11M | 0.02% | −1,183−7.2% | Reduced |
| American National Registered Investment Advisor, Inc. | 15,307 | $1.11M | 0.40% | −280−1.8% | Reduced |
| Powers Advisory Group, LLC | 15,474 | $1.12M | 0.78% | +320+2.1% | Added |
| AIA Group Ltd | 15,509 | $1.13M | 0.05% | +14,467+1,388.4% | Added |
| Mayfair Advisory Group, LLC | 15,266 | $1.13M | 1.45% | +498+3.4% | Added |
| First United Bank Trust | 15,682 | $1.14M | 0.45% | +186+1.2% | Added |
| Fort Washington Investment Advisors Inc | 15,769 | $1.14M | 0.01% | −1,030−6.1% | Reduced |
| RS Crum Inc. | 15,767 | $1.14M | 0.65% | −673−4.1% | Reduced |
| Asset Dedication, LLC | 15,798 | $1.14M | 0.13% | +12,552+386.7% | Added |
| Cornercap Investment Counsel Inc | 15,851 | $1.15M | 0.13% | −23,034−59.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 15,854 | $1.15M | 0.59% | 00.0% | Unchanged |
| Madden Securities Corp | 15,896 | $1.15M | 0.52% | −7,500−32.1% | Reduced |
| Integrated Advisors Network LLC | 15,932 | $1.16M | 0.07% | +2,961+22.8% | Added |
| Retirement Planning Co of New England, Inc. | 15,952 | $1.16M | 0.65% | +274+1.7% | Added |
| ICW Investment Advisors LLC | 15,981 | $1.16M | 0.67% | +140+0.9% | Added |
| Colony Group LLC | 16,143 | $1.17M | 0.02% | +2,775+20.8% | Added |
| Stokes Family Office, LLC | 16,213 | $1.18M | 0.16% | −76−0.5% | Reduced |
| West Bancorporation Inc | 16,269 | $1.18M | 0.73% | +3,200+24.5% | Added |
| Bivin & Associates, Inc. | 16,371 | $1.19M | 1.08% | −951−5.5% | Reduced |
| Shepherd Financial Partners LLC | 16,356 | $1.19M | 0.21% | +217+1.3% | Added |
| Ascent Group, LLC | 16,448 | $1.19M | 0.14% | −1,972−10.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,469 | $1.20M | 0.31% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16,497 | $1.20M | 0.28% | −300−1.8% | Reduced |
| Park Avenue Securities LLC | 16,545 | $1.20M | 0.02% | +342+2.1% | Added |
| StrategIQ Financial Group, LLC | 16,598 | $1.20M | 0.13% | +215+1.3% | Added |
| Silvercrest Asset Management Group LLC | 16,618 | $1.21M | 0.01% | −69−0.4% | Reduced |
| Boston Private Wealth LLC | 16,640 | $1.21M | 0.02% | +40.0% | Added |
| Metis Global Partners, LLC | 16,744 | $1.21M | 0.15% | +7,513+81.4% | Added |
| Vestcor Inc | 16,764 | $1.22M | 0.04% | +3,695+28.3% | Added |
| Asset Advisors Investment Management, LLC | 16,793 | $1.22M | 0.14% | −400−2.3% | Reduced |
| Constitution Capital LLC | 16,794 | $1.22M | 0.67% | +6,500+63.1% | Added |
| NorthRock Partners, LLC | 16,816 | $1.22M | 0.11% | −3,930−18.9% | Reduced |
| Biltmore Family Office, LLC | 16,849 | $1.22M | 0.26% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 42,449 | $1.22M | 1.02% | +42,449 | New |
| Clifford Swan Investment Counsel LLC | 16,868 | $1.22M | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 16,877 | $1.22M | 0.17% | +50+0.3% | Added |
| IBM Retirement Fund | 16,900 | $1.23M | 0.17% | −687−3.9% | Reduced |
| Baader Bank INC | 16,900 | $1.23M | 0.10% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 16,928 | $1.23M | 0.17% | +16,928 | New |
| William Allan, LLC | 16,953 | $1.23M | 0.93% | −10,827−39.0% | Reduced |
| Benedict Financial Advisors Inc | 16,947 | $1.23M | 0.33% | +208+1.2% | Added |
| KCM Investment Advisors LLC | 16,959 | $1.23M | 0.05% | −491−2.8% | Reduced |
| Balentine LLC | 16,964 | $1.23M | 0.04% | +8,316+96.2% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.23M | 0.17% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17,064 | $1.24M | 0.08% | +485+2.9% | Added |
| Islay Capital Management, LLC | 17,090 | $1.24M | 1.03% | +1,314+8.3% | Added |
| Griffin Asset Management, Inc. | 17,147 | $1.24M | 0.16% | −261−1.5% | Reduced |
| Epoch Investment Partners, Inc. | 17,190 | $1.25M | 0.01% | +17,190 | New |
| Abbrea Capital, LLC | 17,267 | $1.25M | 0.18% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 17,343 | $1.26M | 0.16% | +1,529+9.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,386 | $1.26M | 0.49% | −109−0.6% | Reduced |
| Rollins Financial | 17,386 | $1.26M | 0.37% | +2,861+19.7% | Added |
| Lazard Asset Management LLC | 17,476 | $1.27M | 0.00% | −18,003−50.7% | Reduced |
| Personal Cfo Solutions, LLC | 17,535 | $1.27M | 0.25% | +1,877+12.0% | Added |
| Detalus Advisors, LLC | 17,560 | $1.27M | 0.67% | +202+1.2% | Added |
| Kessler Investment Group, LLC | 17,578 | $1.27M | 0.74% | +606+3.6% | Added |
| WBI Investments | 17,598 | $1.28M | 0.21% | −26,358−60.0% | Reduced |
| Wealth Alliance | 17,597 | $1.28M | 0.26% | +87+0.5% | Added |
| Trust Co of Vermont | 17,642 | $1.28M | 0.09% | −333−1.9% | Reduced |
| McMillion Capital Management Inc | 17,640 | $1.28M | 0.79% | −326−1.8% | Reduced |
| Garner Asset Management Corp | 17,653 | $1.28M | 0.52% | −799−4.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,739 | $1.29M | 0.32% | +330+1.9% | Added |
| American Portfolios Advisors | 17,736 | $1.29M | 0.04% | +968+5.8% | Added |
| Wetherby Asset Management Inc | 17,763 | $1.29M | 0.07% | +679+4.0% | Added |
| Access Financial Services, Inc. | 17,780 | $1.29M | 0.61% | −4,366−19.7% | Reduced |
| Red Door Wealth Management, LLC | 17,800 | $1.29M | 0.43% | +22+0.1% | Added |
| Excalibur Management Corp | 17,914 | $1.30M | 0.56% | −3,380−15.9% | Reduced |
| Consolidated Planning Corp | 17,973 | $1.30M | 0.90% | −5,648−23.9% | Reduced |
| Adviser Investments LLC | 17,999 | $1.30M | 0.08% | +40.0% | Added |
| Evercore Wealth Management, LLC | 18,083 | $1.31M | 0.02% | −855−4.5% | Reduced |
| Mutual Advisors, LLC | 18,138 | $1.31M | 0.07% | −841−4.4% | Reduced |
| Segall Bryant & Hamill, LLC | 18,162 | $1.32M | 0.01% | −652−3.5% | Reduced |
| Sandy Spring Bank | 18,143 | $1.32M | 0.07% | +575+3.3% | Added |
| Apollon Wealth Management, LLC | 18,176 | $1.32M | 0.09% | −6,129−25.2% | Reduced |
| Gateway Investment Advisers LLC | 18,231 | $1.32M | 0.01% | +4,517+32.9% | Added |
| Mystic Asset Management, Inc. | 18,327 | $1.33M | 0.71% | +475+2.7% | Added |
| Creative Financial Designs Inc | 18,325 | $1.33M | 0.20% | +196+1.1% | Added |
| Bank Ozk | 18,339 | $1.33M | 0.57% | −484−2.6% | Reduced |
| Moody National Bank Trust Division | 18,451 | $1.34M | 0.04% | −280−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 18,525 | $1.34M | 0.05% | +4,526+32.3% | Added |
| O'Shaughnessy Asset Management, LLC | 18,596 | $1.35M | 0.02% | +6,026+47.9% | Added |
| Keudell/Morrison Wealth Management | 18,624 | $1.35M | 0.56% | −46−0.2% | Reduced |
| LBMC Investment Advisors, LLC | 18,628 | $1.35M | 0.12% | +23+0.1% | Added |
| Cigna Investments Inc | 18,633 | $1.35M | 0.17% | −5,076−21.4% | Reduced |
| Sheets Smith Wealth Management | 18,705 | $1.36M | 0.19% | −968−4.9% | Reduced |
| Wellington Shields & Co., LLC | 18,825 | $1.36M | 0.45% | +50+0.3% | Added |
| Private Trust Co NA | 18,857 | $1.37M | 0.21% | +678+3.7% | Added |
| Procyon Private Wealth Partners, LLC | 18,937 | $1.37M | 0.29% | +1,264+7.2% | Added |
| Strategic Blueprint, LLC | 18,952 | $1.37M | 0.16% | +6,166+48.2% | Added |
| Delta Asset Management LLC | 18,975 | $1.38M | 0.13% | −115−0.6% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.38M | 0.24% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 19,012 | $1.38M | 0.07% | +376+2.0% | Added |
| Patten & Patten Inc | 19,091 | $1.38M | 0.10% | +30+0.2% | Added |
| Wealthspire Advisors, LLC | 19,135 | $1.39M | 0.03% | +1,812+10.5% | Added |
| Patton Albertson Miller Group, LLC | 19,182 | $1.39M | 0.24% | +907+5.0% | Added |
| J.W. Cole Advisors, Inc. | 19,191 | $1.39M | 0.09% | −6,991−26.7% | Reduced |