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 |
|---|---|---|---|---|---|
| Chemung Canal Trust Co | 19,233 | $1.40M | 0.27% | +93+0.5% | Added |
| Sequoia Financial Advisors, LLC | 19,287 | $1.40M | 0.03% | +2,521+15.0% | Added |
| Earnest Partners LLC | 19,331 | $1.40M | 0.01% | +6,430+49.8% | Added |
| Prudential PLC | 19,438 | $1.41M | 0.02% | +3,689+23.4% | Added |
| SeaCrest Wealth Management, LLC | 19,483 | $1.41M | 0.16% | +193+1.0% | Added |
| Cresset Asset Management, LLC | 19,527 | $1.42M | 0.01% | −607−3.0% | Reduced |
| Elevated Capital Advisors, LLC | 19,686 | $1.43M | 0.47% | +19,686 | New |
| KG&L Capital Management,LLC | 19,691 | $1.43M | 0.60% | −162−0.8% | Reduced |
| Koshinski Asset Management, Inc. | 19,710 | $1.43M | 0.12% | +220+1.1% | Added |
| MSH Capital Advisors LLC | 19,877 | $1.44M | 0.59% | +1,327+7.2% | Added |
| Grove Bank & Trust | 19,966 | $1.45M | 0.28% | −166−0.8% | Reduced |
| Canal Insurance CO | 20,000 | $1.45M | 0.40% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,029 | $1.45M | 0.35% | +2,269+12.8% | Added |
| Forte Capital LLC | 21,470 | $1.47M | 0.19% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 20,305 | $1.47M | 0.06% | +486+2.5% | Added |
| Empirical Finance, LLC | 20,340 | $1.48M | 0.17% | +2,250+12.4% | Added |
| Barnett & Company, Inc. | 20,410 | $1.48M | 1.05% | +400+2.0% | Added |
| Farmers & Merchants Investments Inc | 20,490 | $1.49M | 0.06% | −690−3.3% | Reduced |
| Ignite Planners, LLC | 19,629 | $1.49M | 1.00% | +530+2.8% | Added |
| Regent Peak Wealth Advisors LLC | 20,570 | $1.49M | 0.43% | +98+0.5% | Added |
| Veriti Management LLC | 20,626 | $1.50M | 0.18% | +1,932+10.3% | Added |
| Wedbush Securities Inc | 20,690 | $1.50M | 0.07% | −929−4.3% | Reduced |
| Community Bank of Raymore | 20,730 | $1.50M | 0.42% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 20,739 | $1.50M | 0.16% | +32+0.2% | Added |
| CapWealth Advisors, LLC | 20,826 | $1.51M | 0.15% | −406−1.9% | Reduced |
| Donaldson Capital Management, LLC | 20,862 | $1.51M | 0.07% | −1,482−6.6% | Reduced |
| Texas Yale Capital Corp. | 20,903 | $1.52M | 0.08% | +250+1.2% | Added |
| Reuter James Wealth Management, LLC | 20,927 | $1.52M | 0.60% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 21,094 | $1.53M | 0.10% | +947+4.7% | Added |
| Regal Investment Advisors LLC | 21,121 | $1.53M | 0.14% | +161+0.8% | Added |
| Old Port Advisors | 20,668 | $1.53M | 0.52% | +927+4.7% | Added |
| SevenBridge Financial Group, LLC | 21,331 | $1.55M | 0.54% | −55−0.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,401 | $1.55M | 0.51% | +17+0.1% | Added |
| Smith, Moore & Co. | 21,475 | $1.56M | 0.21% | −279−1.3% | Reduced |
| Southeast Asset Advisors Inc. | 21,607 | $1.57M | 0.21% | +13+0.1% | Added |
| Mogy Joel R Investment Counsel Inc | 21,683 | $1.57M | 0.12% | −425−1.9% | Reduced |
| Burns J W & Co Inc | 21,747 | $1.58M | 0.25% | −1,925−8.1% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.58M | 0.07% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 22,062 | $1.60M | 0.09% | −100−0.5% | Reduced |
| Parsons Capital Management Inc | 22,068 | $1.60M | 0.12% | −550−2.4% | Reduced |
| ZWJ Investment Counsel Inc | 22,109 | $1.60M | 0.08% | −500−2.2% | Reduced |
| Capital Square, LLC | 22,117 | $1.60M | 1.14% | +751+3.5% | Added |
| Ieq Capital, LLC | 22,108 | $1.60M | 0.04% | +1,656+8.1% | Added |
| Selective Wealth Management, Inc. | 22,277 | $1.61M | 0.59% | −1,198−5.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 21,709 | $1.62M | 0.76% | −1,343−5.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 22,396 | $1.62M | 0.13% | −610−2.7% | Reduced |
| ARGI Investment Services, LLC | 22,400 | $1.62M | 0.05% | +15+0.1% | Added |
| Centaurus Financial, Inc. | 22,638 | $1.64M | 0.13% | −6,638−22.7% | Reduced |
| Banque Pictet & Cie SA | 22,722 | $1.65M | 0.01% | −3,279−12.6% | Reduced |
| United Community Bank | 22,820 | $1.65M | 1.66% | +582+2.6% | Added |
| Seeyond | 22,911 | $1.66M | 0.17% | +9,190+67.0% | Added |
| Wolverine Trading, LLC | 22,983 | $1.67M | 0.05% | +22,983 | New |
| Salem Investment Counselors Inc | 23,085 | $1.67M | 0.07% | +10,012+76.6% | Added |
| FourThought Financial, LLC | 23,287 | $1.68M | 0.21% | +945+4.2% | Added |
| Farmers National Bank | 23,533 | $1.71M | 0.59% | −2,885−10.9% | Reduced |
| Citizens National Bank Trust Department | 23,308 | $1.71M | 0.69% | −435−1.8% | Reduced |
| Bard Financial Services, Inc. | 23,635 | $1.71M | 0.14% | −325−1.4% | Reduced |
| Busey Wealth Management | 23,818 | $1.73M | 0.07% | −4,246−15.1% | Reduced |
| Keene & Associates, Inc. | 23,913 | $1.73M | 1.41% | +226+1.0% | Added |
| Hall Private Wealth Advisors | 23,977 | $1.74M | 0.93% | −1,354−5.3% | Reduced |
| Belpointe Asset Management LLC | 24,148 | $1.75M | 0.11% | +3,664+17.9% | Added |
| Ontario Teachers Pension Plan Board | 24,171 | $1.75M | 0.02% | −398−1.6% | Reduced |
| Hilltop Holdings Inc. | 24,297 | $1.76M | 0.20% | −1,149−4.5% | Reduced |
| Savant Capital, LLC | 24,308 | $1.76M | 0.06% | +3,847+18.8% | Added |
| CWS Financial Advisors, LLC | 24,323 | $1.76M | 0.67% | +1,126+4.9% | Added |
| Holderness Investments Co | 24,423 | $1.77M | 0.59% | +2,379+10.8% | Added |
| Redpoint Investment Management Pty Ltd | 24,494 | $1.78M | 0.18% | −100,864−80.5% | Reduced |
| Spreng Capital Management, Inc. | 24,761 | $1.79M | 1.10% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 24,971 | $1.81M | 0.04% | +279+1.1% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.81M | 0.19% | 00.0% | Unchanged |
| Spire Wealth Management | 25,133 | $1.82M | 0.05% | −21,641−46.3% | Reduced |
| Mainstay Capital Management LLC | 25,140 | $1.82M | 0.33% | −552−2.1% | Reduced |
| Raleigh Capital Management Inc. | 25,248 | $1.83M | 0.99% | +25,127+20,766.1% | Added |
| Peoples Financial Services Corp. | 25,332 | $1.84M | 0.79% | −250−1.0% | Reduced |
| Stolper Co | 25,410 | $1.84M | 0.78% | +991+4.1% | Added |
| NTV Asset Management LLC | 25,560 | $1.85M | 0.31% | −20.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 25,729 | $1.87M | 0.10% | +1,497+6.2% | Added |
| Brown Brothers Harriman & Co | 25,743 | $1.87M | 0.01% | −803−3.0% | Reduced |
| TFG Advisers LLC | 25,761 | $1.87M | 0.86% | −486−1.9% | Reduced |
| Cullinan Associates Inc | 25,820 | $1.87M | 0.10% | +300+1.2% | Added |
| John G Ullman & Associates Inc | 26,000 | $1.89M | 0.26% | −100−0.4% | Reduced |
| Viking Fund Management LLC | 26,000 | $1.89M | 0.43% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 26,066 | $1.89M | 0.95% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 26,083 | $1.89M | 0.08% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 26,125 | $1.89M | 0.94% | +6,125+30.6% | Added |
| Buckingham Strategic Wealth, LLC | 26,204 | $1.90M | 0.04% | −131−0.5% | Reduced |
| Trustco Bank Corp N Y | 26,478 | $1.92M | 1.90% | −1,017−3.7% | Reduced |
| Winton Group Ltd | 26,605 | $1.93M | 0.10% | +824+3.2% | Added |
| Western Wealth Management, LLC | 26,691 | $1.94M | 0.09% | +18,080+210.0% | Added |
| Verdence Capital Advisors LLC | 26,757 | $1.94M | 0.22% | +2,612+10.8% | Added |
| Derbend Asset Management | 28,439 | $1.95M | 1.90% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 26,901 | $1.95M | 0.42% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 26,924 | $1.95M | 0.11% | −450−1.6% | Reduced |
| Bank of Hawaii | 27,254 | $1.98M | 0.11% | −114−0.4% | Reduced |
| Dean Investment Associates, LLC | 27,323 | $1.98M | 0.36% | −279−1.0% | Reduced |
| Diversified Portfolios, Inc. | 27,635 | $2.00M | 0.48% | +500+1.8% | Added |
| Sumitomo Life Insurance Co | 27,748 | $2.01M | 0.05% | −485−1.7% | Reduced |
| Brown Advisory Inc | 27,819 | $2.02M | 0.00% | −839−2.9% | Reduced |
| NBT Bank N A | 27,853 | $2.02M | 0.27% | −100−0.4% | Reduced |
| Merit Financial Group, LLC | 28,081 | $2.04M | 0.12% | +8,838+45.9% | Added |