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 |
|---|---|---|---|---|---|
| Insight Folios Inc | 83,782 | $6.08M | 2.71% | +4,985+6.3% | Added |
| Railway Pension Investments Ltd | 84,000 | $6.09M | 0.05% | +84,000 | New |
| Old Point Trust & Financial Services N A | 84,292 | $6.11M | 2.50% | +943+1.1% | Added |
| Oregon Public Employees Retirement Fund | 85,224 | $6.18M | 0.06% | −495−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 86,217 | $6.25M | 0.09% | +65,568+317.5% | Added |
| Huntington National Bank | 86,852 | $6.30M | 0.06% | −70−0.1% | Reduced |
| Money Concepts Capital Corp | 87,208 | $6.32M | 0.36% | +26,051+42.6% | Added |
| Neuberger Berman Group LLC | 86,936 | $6.34M | 0.01% | +4,259+5.2% | Added |
| Thomasville National Bank | 87,531 | $6.35M | 0.61% | −12,976−12.9% | Reduced |
| Carret Asset Management, LLC | 87,947 | $6.38M | 0.73% | −855−1.0% | Reduced |
| Cetera Advisors LLC | 88,239 | $6.40M | 0.13% | −2,937−3.2% | Reduced |
| Aull & Monroe Investment Management Corp | 89,182 | $6.47M | 2.91% | −94−0.1% | Reduced |
| Thrivent Financial for Lutherans | 90,501 | $6.47M | 0.01% | −63,589−41.3% | Reduced |
| Atria Investments LLC | 89,334 | $6.48M | 0.11% | +8,395+10.4% | Added |
| Mercer Global Advisors Inc | 89,678 | $6.50M | 0.04% | +1,388+1.6% | Added |
| Tudor Investment Corp Et Al | 90,185 | $6.54M | 0.17% | +69,647+339.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 91,598 | $6.64M | 1.80% | +200.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 92,853 | $6.73M | 0.14% | +1,681+1.8% | Added |
| Balyasny Asset Management LLC | 94,576 | $6.86M | 0.03% | −3,676−3.7% | Reduced |
| Blair William & Co | 94,582 | $6.86M | 0.02% | −603−0.6% | Reduced |
| Millennium Management LLC | 94,979 | $6.89M | 0.01% | −1,496,877−94.0% | Reduced |
| Churchill Management Corp | 95,323 | $6.91M | 0.12% | +95,323 | New |
| Massmutual Trust Co FSB | 95,386 | $6.92M | 0.26% | −349−0.4% | Reduced |
| Norinchukin Bank, The | 95,512 | $6.93M | 0.09% | +6,475+7.3% | Added |
| Westpac Banking Corp | 96,829 | $7.02M | 0.08% | −2,754−2.8% | Reduced |
| First PREMIER Bank | 96,969 | $7.03M | 1.85% | −1,019−1.0% | Reduced |
| Principle Wealth Partners LLC | 98,566 | $7.15M | 0.75% | −1,502−1.5% | Reduced |
| Trustmark National Bank Trust Department | 98,672 | $7.15M | 0.57% | +890+0.9% | Added |
| Alerus Financial NA | 99,058 | $7.18M | 0.61% | +30,322+44.1% | Added |
| Hantz Financial Services, Inc. | 99,075 | $7.18M | 0.21% | +7,323+8.0% | Added |
| Fifth Third Bancorp | 99,304 | $7.20M | 0.03% | +1,467+1.5% | Added |
| Edgemoor Investment Advisors, Inc. | 99,544 | $7.22M | 0.76% | +66+0.1% | Added |
| Davenport & Co LLC | 99,742 | $7.23M | 0.05% | +6,104+6.5% | Added |
| Lockheed Martin Investment Management Co | 99,800 | $7.24M | 0.40% | −18,000−15.3% | Reduced |
| Raymond James Trust N.A. | 101,304 | $7.35M | 0.23% | +8,595+9.3% | Added |
| New England Asset Management Inc | 101,595 | $7.37M | 0.12% | +1,350+1.3% | Added |
| MainStreet Investment Advisors LLC | 101,652 | $7.37M | 0.69% | −344−0.3% | Reduced |
| Cetera Advisor Networks LLC | 101,947 | $7.39M | 0.09% | −277−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 103,137 | $7.48M | 1.01% | +64+0.1% | Added |
| Private Advisor Group, LLC | 103,161 | $7.48M | 0.06% | +1,746+1.7% | Added |
| Bragg Financial Advisors, Inc | 103,726 | $7.52M | 0.44% | −6,120−5.6% | Reduced |
| Fiduciary Group LLC | 101,705 | $7.52M | 0.99% | +12,498+14.0% | Added |
| Pinnacle Financial Partners Inc | 104,081 | $7.55M | 0.24% | +4,710+4.7% | Added |
| Hartford Investment Management Co | 105,536 | $7.65M | 0.20% | −7,352−6.5% | Reduced |
| ING Groep NV | 105,867 | $7.68M | 0.08% | −146,889−58.1% | Reduced |
| Kanawha Capital Management LLC | 106,485 | $7.72M | 0.68% | +473+0.4% | Added |
| Associated Banc-Corp | 107,504 | $7.79M | 0.30% | −1,491−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 107,577 | $7.80M | 0.12% | −27,400−20.3% | Reduced |
| Agf Investments Inc. | 111,882 | $8.11M | 0.06% | −239,258−68.1% | Reduced |
| Bell Bank | 113,717 | $8.25M | 0.92% | +17,096+17.7% | Added |
| Brookstone Capital Management | 110,787 | $8.25M | 0.16% | +15,828+16.7% | Added |
| Umb Bank N A | 114,976 | $8.34M | 0.11% | −3,021−2.6% | Reduced |
| Biondo Investment Advisors, LLC | 114,005 | $8.34M | 1.47% | +4,960+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 116,061 | $8.41M | 0.02% | +15,065+14.9% | Added |
| Nissay Asset Management Corp | 117,802 | $8.54M | 0.07% | +2,736+2.4% | Added |
| Greystone Financial Group, LLC | 117,810 | $8.54M | 2.16% | +2,850+2.5% | Added |
| Morgan Dempsey Capital Management LLC | 117,979 | $8.55M | 2.54% | −2,103−1.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 113,066 | $8.57M | 0.57% | +5,563+5.2% | Added |
| Core Alternative Capital | 118,187 | $8.57M | 2.29% | −16,741−12.4% | Reduced |
| Brinker Capital Investments, LLC | 118,482 | $8.59M | 0.13% | −15,602−11.6% | Reduced |
| Cetera Investment Advisers | 118,574 | $8.60M | 0.12% | −7,315−5.8% | Reduced |
| TCTC Holdings, LLC | 119,092 | $8.63M | 0.35% | −977−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 119,776 | $8.69M | 0.02% | +5,673+5.0% | Added |
| Becker Capital Management Inc | 121,238 | $8.79M | 0.35% | −6,780−5.3% | Reduced |
| Chartwell Investment Partners, LLC | 123,268 | $8.94M | 0.30% | −10,860−8.1% | Reduced |
| First Horizon Advisors, Inc. | 123,656 | $8.97M | 0.49% | −147,435−54.4% | Reduced |
| Signature Wealth Management Group | 125,305 | $9.09M | 4.09% | +5,429+4.5% | Added |
| Buckhead Capital Management LLC | 126,389 | $9.16M | 1.98% | +5,619+4.7% | Added |
| Schroder Investment Management Group | 128,271 | $9.30M | 0.01% | +19,502+17.9% | Added |
| Stephens Inc | 129,931 | $9.42M | 0.15% | +5,885+4.7% | Added |
| M&T Bank Corp | 129,952 | $9.42M | 0.04% | −1,557−1.2% | Reduced |
| HB Wealth Management, LLC | 130,164 | $9.44M | 0.17% | +31,320+31.7% | Added |
| Securian Asset Management, Inc | 131,319 | $9.52M | 0.19% | −13,075−9.1% | Reduced |
| Advisors Management Group Inc | 133,001 | $9.64M | 3.26% | −1,814−1.3% | Reduced |
| Bank of Nova Scotia | 133,077 | $9.65M | 0.02% | −475,009−78.1% | Reduced |
| Keybank National Association | 133,300 | $9.67M | 0.04% | −1,894−1.4% | Reduced |
| Jane Street Group, LLC | 135,989 | $9.86M | 0.02% | +30,289+28.7% | Added |
| Bridgeworth, LLC | 136,553 | $9.90M | 2.28% | −46,512−25.4% | Reduced |
| Texas Permanent School Fund | 137,465 | $9.97M | 0.14% | −8,712−6.0% | Reduced |
| Northern Oak Wealth Management Inc | 138,513 | $10.0M | 1.23% | −6,211−4.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 139,672 | $10.1M | 0.37% | +13,894+11.0% | Added |
| Mutual of America Capital Management LLC | 141,438 | $10.3M | 0.11% | +1,503+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 143,509 | $10.4M | 0.05% | −3,663−2.5% | Reduced |
| Kestra Advisory Services, LLC | 145,892 | $10.6M | 0.11% | −32,628−18.3% | Reduced |
| Nisa Investment Advisors, LLC | 147,275 | $10.7M | 0.08% | −3,140−2.1% | Reduced |
| Public Sector Pension Investment Board | 148,708 | $10.8M | 0.07% | −28,130−15.9% | Reduced |
| Intact Investment Management Inc. | 150,500 | $10.9M | 0.28% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 151,117 | $11.0M | 0.75% | +1,909+1.3% | Added |
| Rockland Trust Co | 151,508 | $11.0M | 0.70% | +3,941+2.7% | Added |
| Mackay Shields LLC | 151,893 | $11.0M | 0.10% | −5,990−3.8% | Reduced |
| Eagle Ridge Investment Management | 154,404 | $11.2M | 1.19% | +1,782+1.2% | Added |
| Voloridge Investment Management, LLC | 155,125 | $11.2M | 0.06% | −288,392−65.0% | Reduced |
| Advisory Services Network, LLC | 158,253 | $11.5M | 0.34% | +15,256+10.7% | Added |
| Maryland Capital Management | 160,515 | $11.6M | 0.73% | +792+0.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 161,366 | $11.7M | 2.59% | +161,366 | New |
| Jacobs Levy Equity Management, Inc | 161,974 | $11.7M | 0.08% | +34,001+26.6% | Added |
| British Columbia Investment Management Corp | 163,613 | $11.9M | 0.08% | −22,471−12.1% | Reduced |
| Willis Investment Counsel | 164,666 | $11.9M | 0.63% | −42,892−20.7% | Reduced |
| State of Alaska, Department of Revenue | 165,207 | $12.0M | 0.13% | −5,235−3.1% | Reduced |
| Fisher Asset Management, LLC | 166,459 | $12.1M | 0.01% | +8,422+5.3% | Added |