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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 46,078 | $3.35M | 0.08% | −220.0% | Reduced |
| All Terrain Financial Advisors, LLC | 46,293 | $3.36M | 1.52% | −676−1.4% | Reduced |
| Eudaimonia Partners, LLC | 46,370 | $3.36M | 0.57% | +46,370 | New |
| Global Wealth Management Investment Advisory, Inc. | 46,553 | $3.38M | 1.01% | +2,729+6.2% | Added |
| Montag A & Associates Inc | 46,823 | $3.40M | 0.18% | +661+1.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 47,157 | $3.42M | 0.34% | −192−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 47,241 | $3.42M | 0.05% | +2,521+5.6% | Added |
| Rench Wealth Management, Inc. | 47,354 | $3.43M | 1.56% | −7,268−13.3% | Reduced |
| Tiaa, FSB | 47,507 | $3.44M | 0.01% | −2,408−4.8% | Reduced |
| Palisade Asset Management, LLC | 47,649 | $3.46M | 0.40% | −150−0.3% | Reduced |
| OneAscent Wealth Management LLC | 47,703 | $3.46M | 1.72% | +47,703 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,700 | $3.47M | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 47,851 | $3.47M | 2.81% | +1,156+2.5% | Added |
| Aptus Capital Advisors, LLC | 48,002 | $3.48M | 0.11% | +13,100+37.5% | Added |
| Atria Wealth Solutions, Inc. | 48,139 | $3.49M | 0.06% | +48,139 | New |
| NN Investment Partners Holdings N.V. | 48,200 | $3.50M | 0.02% | −4,696−8.9% | Reduced |
| Squarepoint Ops LLC | 48,238 | $3.50M | 0.03% | −61,427−56.0% | Reduced |
| Doyle Wealth Management | 48,277 | $3.50M | 0.25% | +3,031+6.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 48,616 | $3.53M | 1.18% | +255+0.5% | Added |
| Profund Advisors LLC | 49,331 | $3.58M | 0.15% | +3,710+8.1% | Added |
| GWM Advisors LLC | 49,925 | $3.62M | 0.06% | +221+0.4% | Added |
| First National Trust Co | 50,394 | $3.65M | 0.19% | −136−0.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 51,052 | $3.70M | 0.88% | +40.0% | Added |
| Fulton Bank, N.A. | 51,089 | $3.70M | 0.17% | −803−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 51,796 | $3.75M | 0.02% | +6,186+13.6% | Added |
| Roosevelt Investment Group LLC | 52,091 | $3.78M | 0.23% | +770+1.5% | Added |
| Private Asset Management Inc | 52,636 | $3.82M | 0.52% | −3,450−6.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 52,800 | $3.83M | 0.01% | −55,800−51.4% | Reduced |
| City Holding Co | 53,179 | $3.86M | 0.62% | +576+1.1% | Added |
| Foster Victor Wealth Advisors, LLC | 50,532 | $3.87M | 0.53% | +6,306+14.3% | Added |
| Richard Bernstein Advisors LLC | 53,647 | $3.89M | 0.08% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 54,478 | $3.95M | 0.34% | −260−0.5% | Reduced |
| Pacer Advisors, Inc. | 54,506 | $3.95M | 0.03% | −1,535−2.7% | Reduced |
| Prospera Financial Services Inc | 55,390 | $4.02M | 0.17% | +1,468+2.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 56,011 | $4.06M | 0.22% | −863−1.5% | Reduced |
| Ellsworth Advisors, LLC | 54,115 | $4.14M | 1.46% | +6,953+14.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 57,703 | $4.18M | 0.31% | −1,503−2.5% | Reduced |
| Baugh & Associates, LLC | 58,619 | $4.25M | 2.50% | −205−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 59,235 | $4.29M | 0.10% | +2,698+4.8% | Added |
| Steward Partners Investment Advisory, LLC | 59,470 | $4.31M | 0.07% | +154+0.3% | Added |
| Albion Financial Group | 59,730 | $4.33M | 0.37% | −2,098−3.4% | Reduced |
| Shilanski & Associates, Inc. | 59,848 | $4.34M | 1.83% | −195−0.3% | Reduced |
| Wesbanco Bank Inc | 60,326 | $4.38M | 0.17% | −300.0% | Reduced |
| Bridge Creek Capital Management LLC | 60,390 | $4.38M | 1.46% | +825+1.4% | Added |
| Siemens Fonds Invest GmbH | 60,933 | $4.42M | 0.36% | +857+1.4% | Added |
| Stratos Wealth Advisors, LLC | 61,040 | $4.43M | 0.36% | −2,122−3.4% | Reduced |
| New Mexico Educational Retirement Board | 61,587 | $4.47M | 0.17% | −3,100−4.8% | Reduced |
| Nordea Investment Management AB | 61,593 | $4.48M | 0.01% | +938+1.5% | Added |
| Avantax Advisory Services, Inc. | 61,746 | $4.48M | 0.06% | +3,749+6.5% | Added |
| Level Four Advisory Services, LLC | 62,575 | $4.54M | 0.36% | −4,574−6.8% | Reduced |
| Telos Capital Management, Inc. | 62,642 | $4.54M | 0.59% | +1,715+2.8% | Added |
| CCM Investment Advisers LLC | 62,719 | $4.55M | 0.62% | +62,719 | New |
| KBC Group NV | 62,855 | $4.56M | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 63,108 | $4.58M | 0.08% | −13,872−18.0% | Reduced |
| McRae Capital Management Inc | 64,049 | $4.64M | 1.05% | −13,725−17.6% | Reduced |
| CIBC World Markets Corp | 64,441 | $4.67M | 0.04% | −333,335−83.8% | Reduced |
| Daiwa Securities Group Inc. | 65,182 | $4.73M | 0.03% | +3,121+5.0% | Added |
| Community Bank & Trust, Waco, Texas | 65,186 | $4.73M | 1.35% | +3,573+5.8% | Added |
| Metropolitan Life Insurance Co | 65,401 | $4.74M | 0.17% | −55,715−46.0% | Reduced |
| Clearbridge Investments, LLC | 65,464 | $4.75M | 0.00% | −3,356−4.9% | Reduced |
| NewSquare Capital LLC | 65,762 | $4.77M | 0.51% | +6,802+11.5% | Added |
| Birmingham Capital Management Co Inc | 65,900 | $4.78M | 1.66% | −1,600−2.4% | Reduced |
| Glenmede Trust Co NA | 66,802 | $4.84M | 0.02% | +8,444+14.5% | Added |
| Bokf, NA | 67,507 | $4.89M | 0.08% | −7,226−9.7% | Reduced |
| Kentucky Retirement Systems | 67,552 | $4.90M | 0.20% | +3,986+6.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 67,631 | $4.90M | 0.42% | +3,125+4.8% | Added |
| Xponance, Inc. | 68,551 | $4.97M | 0.08% | +2,118+3.2% | Added |
| Zions Bancorporation, N.A. | 68,577 | $4.97M | 0.45% | +12,194+21.6% | Added |
| Institutional & Family Asset Management, LLC | 68,872 | $4.99M | 0.79% | +754+1.1% | Added |
| Shelton Capital Management | 70,312 | $5.10M | 0.19% | +15,890+29.2% | Added |
| Te Ahumairangi Investment Management Ltd | 70,373 | $5.10M | 0.69% | −40,890−36.8% | Reduced |
| Louisiana State Employees Retirement System | 66,900 | $5.12M | 0.12% | +500+0.8% | Added |
| Canandaigua National Corp | 70,612 | $5.12M | 0.78% | +21,557+43.9% | Added |
| Visionary Wealth Advisors | 70,845 | $5.14M | 0.41% | +7,658+12.1% | Added |
| Crossmark Global Holdings, Inc. | 71,301 | $5.17M | 0.12% | +3,260+4.8% | Added |
| Anchor Investment Management, LLC | 71,436 | $5.18M | 0.65% | +8,252+13.1% | Added |
| TD Private Client Wealth LLC | 71,618 | $5.19M | 0.22% | +1,876+2.7% | Added |
| Moors & Cabot, Inc. | 71,832 | $5.21M | 0.32% | +317+0.4% | Added |
| Naples Global Advisors, LLC | 71,958 | $5.22M | 0.60% | +230.0% | Added |
| Sigma Planning Corp | 71,987 | $5.22M | 0.16% | −462−0.6% | Reduced |
| IFG Advisory, LLC | 72,560 | $5.26M | 0.53% | +6,072+9.1% | Added |
| Carson Advisory Inc. | 72,742 | $5.28M | 5.25% | +1,524+2.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 72,825 | $5.33M | 0.07% | −41,831−36.5% | Reduced |
| Holloway Wealth Management, LLC | – | $5.34M | 1.53% | – | – |
| D.A. Davidson & Co. | 74,022 | $5.37M | 0.06% | +5,469+8.0% | Added |
| South Dakota Investment Council | 74,417 | $5.40M | 0.11% | −24,654−24.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 74,790 | $5.42M | 0.05% | −3,255−4.2% | Reduced |
| Chronos Wealth Management, LLC | 75,167 | $5.45M | 3.47% | +5,167+7.4% | Added |
| Orion Portfolio Solutions, LLC | 75,259 | $5.46M | 0.19% | −2,228−2.9% | Reduced |
| CIBC World Markets Inc. | 80,213 | $5.82M | 0.02% | +7,176+9.8% | Added |
| RFG Advisory, LLC | 80,525 | $5.84M | 0.37% | −5,264−6.1% | Reduced |
| Allstate Corp | 80,644 | $5.85M | 0.16% | 00.0% | Unchanged |
| Sky Investment Group LLC | 81,455 | $5.91M | 1.25% | −161−0.2% | Reduced |
| Monte Financial Group, LLC | 81,527 | $5.91M | 3.15% | +410+0.5% | Added |
| Central Trust Co | 81,752 | $5.93M | 0.17% | −988−1.2% | Reduced |
| Maryland State Retirement & Pension System | 81,876 | $5.94M | 0.16% | +1,198+1.5% | Added |
| Sound View Wealth Advisors Group, LLC | 82,061 | $5.95M | 1.13% | −1,113−1.3% | Reduced |
| Schnieders Capital Management LLC | 82,351 | $5.97M | 1.42% | −53−0.1% | Reduced |
| First Republic Investment Management, Inc. | 83,216 | $6.03M | 0.01% | +1,909+2.3% | Added |
| Elo Mutual Pension Insurance Co | 83,351 | $6.04M | 0.18% | +2,957+3.7% | Added |