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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 28,182 | $2.04M | 0.07% | +227+0.8% | Added |
| Proequities, Inc. | 28,395 | $2.06M | 0.15% | −4,322−13.2% | Reduced |
| Coastal Bridge Advisors, LLC | 28,482 | $2.06M | 0.48% | −25,512−47.2% | Reduced |
| First City Capital Management, Inc. | 28,677 | $2.08M | 1.15% | +87+0.3% | Added |
| Peapack Gladstone Financial Corp | 28,918 | $2.10M | 0.04% | −521−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 29,007 | $2.10M | 0.15% | +4,657+19.1% | Added |
| Jacobi Capital Management LLC | 29,097 | $2.11M | 0.25% | +461+1.6% | Added |
| Johnson Investment Counsel Inc | 29,200 | $2.12M | 0.03% | +2,117+7.8% | Added |
| Geneos Wealth Management Inc. | 29,332 | $2.13M | 0.09% | +317+1.1% | Added |
| Nepsis, Inc. | 29,436 | $2.13M | 0.64% | +378+1.3% | Added |
| Calamos Wealth Management LLC | 29,562 | $2.14M | 0.16% | +441+1.5% | Added |
| GSB Wealth Management, LLC | 29,928 | $2.17M | 0.63% | −2,894−8.8% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.17M | 0.11% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 30,423 | $2.21M | 0.57% | +1,156+3.9% | Added |
| Essex LLC | 30,459 | $2.21M | 0.60% | −1,158−3.7% | Reduced |
| Snowden Capital Advisors LLC | 30,757 | $2.23M | 0.09% | +16,250+112.0% | Added |
| Hancock Whitney Corp | 30,964 | $2.25M | 0.08% | −1,283−4.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,023 | $2.25M | 0.20% | +568+1.9% | Added |
| Brooks, Moore & Associates, Inc. | 31,263 | $2.27M | 1.39% | −1,825−5.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 31,282 | $2.27M | 0.20% | +3,446+12.4% | Added |
| Green Square Capital Advisors LLC | 31,328 | $2.27M | 0.36% | −147−0.5% | Reduced |
| Everence Capital Management Inc | 31,681 | $2.30M | 0.18% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 31,885 | $2.31M | 0.20% | +790+2.5% | Added |
| Azimuth Capital Management LLC | 31,930 | $2.31M | 0.10% | −150−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 32,024 | $2.32M | 0.18% | +2,054+6.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 32,036 | $2.32M | 0.45% | −2,277−6.6% | Reduced |
| Mechanics Bank Trust Department | 32,040 | $2.32M | 0.36% | −1,507−4.5% | Reduced |
| Hartford Financial Management Inc. | 32,749 | $2.38M | 0.57% | 00.0% | Unchanged |
| Trexquant Investment LP | 32,872 | $2.38M | 0.11% | +25,459+343.4% | Added |
| Kempen Capital Management N.V. | 33,039 | $2.40M | 0.07% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 33,104 | $2.40M | 0.10% | +430+1.3% | Added |
| National Asset Management, Inc. | 33,636 | $2.44M | 0.08% | −145−0.4% | Reduced |
| Walleye Capital LLC | 33,829 | $2.45M | 0.07% | −35,915−51.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 34,329 | $2.49M | 0.05% | −6,795−16.5% | Reduced |
| Hayek Kallen Investment Management | 34,345 | $2.49M | 0.92% | −223−0.6% | Reduced |
| Essex Financial Services, Inc. | 34,416 | $2.50M | 0.24% | +2,116+6.6% | Added |
| Day & Ennis, LLC | 34,711 | $2.52M | 0.83% | +1,621+4.9% | Added |
| Rothschild Investment Corp | 34,737 | $2.52M | 0.20% | −75−0.2% | Reduced |
| Wills Financial Group, Inc. | 34,928 | $2.53M | 1.06% | +2,194+6.7% | Added |
| Argent Trust Co | 34,939 | $2.53M | 0.15% | −1,114−3.1% | Reduced |
| Advisors Preferred, LLC | 34,440 | $2.55M | 0.21% | +34,440 | New |
| United Bank | 35,594 | $2.58M | 1.37% | −912−2.5% | Reduced |
| Eudaimonia Advisors LLC | 35,746 | $2.59M | 1.49% | −610−1.7% | Reduced |
| Argyle Capital Management Inc. | 35,859 | $2.60M | 0.85% | −2,000−5.3% | Reduced |
| South State Corp. | 35,853 | $2.60M | 0.21% | −34−0.1% | Reduced |
| Hengehold Capital Management LLC | 36,314 | $2.63M | 0.36% | +193+0.5% | Added |
| Veritable, L.P. | 36,772 | $2.67M | 0.04% | +329+0.9% | Added |
| Bayesian Capital Management, LP | 37,000 | $2.68M | 0.40% | +37,000 | New |
| Family Legacy, Inc. | 37,081 | $2.69M | 1.12% | −46−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 37,105 | $2.69M | 1.38% | +620+1.7% | Added |
| Gotham Asset Management, LLC | 37,271 | $2.70M | 0.08% | +33,725+951.1% | Added |
| StoneX Group Inc. | 37,834 | $2.74M | 0.22% | +2,771+7.9% | Added |
| Pinnacle Associates Ltd | 37,957 | $2.75M | 0.05% | +1,280+3.5% | Added |
| Oakworth Capital, Inc. | 38,271 | $2.77M | 0.24% | +6,860+21.8% | Added |
| Financial Partners Capital Management LLC | 38,367 | $2.78M | 0.52% | +1,851+5.1% | Added |
| National Bank of Canada | 37,471 | $2.80M | 0.01% | −50,106−57.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,700 | $2.81M | 0.01% | −350,723−90.1% | Reduced |
| Advisor Partners LLC | 39,230 | $2.85M | 0.18% | +1,055+2.8% | Added |
| Brick & Kyle, Associates | 39,273 | $2.85M | 1.38% | −985−2.4% | Reduced |
| IFP Advisors, Inc | 64,095 | $2.86M | 0.04% | +45,278+240.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 39,478 | $2.86M | 1.54% | −287−0.7% | Reduced |
| Greatmark Investment Partners, Inc. | 39,605 | $2.87M | 0.47% | +1,102+2.9% | Added |
| Arkadios Wealth Advisors | 39,660 | $2.88M | 0.38% | +14,462+57.4% | Added |
| Edgestream Partners, L.P. | 39,892 | $2.89M | 0.23% | +29,644+289.3% | Added |
| JustInvest LLC | 39,967 | $2.90M | 0.14% | +8,573+27.3% | Added |
| HNP Capital LLC | 39,982 | $2.90M | 0.69% | +2,956+8.0% | Added |
| Lantz Financial LLC | 40,008 | $2.90M | 1.18% | +1,911+5.0% | Added |
| Csenge Advisory Group | 40,610 | $2.94M | 0.23% | −527−1.3% | Reduced |
| 1832 Asset Management L.P. | 41,135 | $2.94M | 0.00% | +37,860+1,156.0% | Added |
| Sovereign Financial Group, Inc. | 40,624 | $2.95M | 1.09% | +20.0% | Added |
| Clarkston Capital Partners, LLC | 40,780 | $2.96M | 0.05% | +160+0.4% | Added |
| Main Street Financial Solutions, LLC | 40,835 | $2.96M | 0.43% | +596+1.5% | Added |
| Regentatlantic Capital LLC | 41,216 | $2.99M | 0.08% | +5,672+16.0% | Added |
| CWM, LLC | 41,412 | $3.00M | 0.02% | +5,277+14.6% | Added |
| Signaturefd, LLC | 41,427 | $3.00M | 0.09% | −3,889−8.6% | Reduced |
| Simmons Bank | 41,568 | $3.01M | 0.23% | +3,289+8.6% | Added |
| Woodmont Investment Counsel LLC | 41,968 | $3.04M | 0.35% | +7,895+23.2% | Added |
| Blueshift Asset Management, LLC | 42,148 | $3.06M | 0.28% | +42,148 | New |
| Northwestern Mutual Investment Management Company, LLC | 42,157 | $3.06M | 0.07% | −5,521−11.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 42,224 | $3.06M | 0.68% | +3,936+10.3% | Added |
| Reynolds Investment Management, Inc. | 42,255 | $3.06M | 0.90% | +42,255 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 42,029 | $3.07M | 0.12% | −29−0.1% | Reduced |
| Dearborn Partners LLC | 42,625 | $3.09M | 0.12% | +5,306+14.2% | Added |
| Cubist Systematic Strategies, LLC | 42,712 | $3.10M | 0.03% | +16,951+65.8% | Added |
| First Bank & Trust | 42,825 | $3.10M | 0.96% | +439+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 43,063 | $3.12M | 0.14% | −14,394−25.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 41,974 | $3.16M | 2.83% | +1,702+4.2% | Added |
| Jefferies Group LLC | 43,645 | $3.16M | 0.07% | −193,155−81.6% | Reduced |
| Los Angeles Capital Management LLC | 43,712 | $3.17M | 0.01% | +18,848+75.8% | Added |
| MTM Investment Management, LLC | 44,031 | $3.19M | 1.55% | +129+0.3% | Added |
| Pettyjohn, Wood & White, Inc | 44,203 | $3.21M | 0.68% | −2,037−4.4% | Reduced |
| Armor Investment Advisors, LLC | 44,380 | $3.22M | 1.82% | +1,793+4.2% | Added |
| Robbins Farley LLC | 44,433 | $3.22M | 2.42% | +9,028+25.5% | Added |
| Lincoln National Corp | 44,547 | $3.23M | 0.07% | +804+1.8% | Added |
| Laurel Wealth Advisors LLC | 44,670 | $3.24M | 0.69% | +7,044+18.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,810 | $3.25M | 0.36% | −1,175−2.6% | Reduced |
| Lido Advisors, LLC | 45,228 | $3.28M | 0.06% | +1,487+3.4% | Added |
| D L Carlson Investment Group Inc | 45,360 | $3.29M | 0.55% | +213+0.5% | Added |
| United Asset Strategies, Inc. | 45,447 | $3.29M | 0.42% | +1,199+2.7% | Added |
| Vectors Research Management, LLC | 45,482 | $3.30M | 0.72% | +6,032+15.3% | Added |