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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 605 | $44.0K | 0.02% | −200−24.8% | Reduced |
| Webster Bank, N. A. | 596 | $44.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 629 | $45.0K | 0.01% | +2+0.3% | Added |
| Washington Trust Advisors, Inc. | 650 | $47.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $47.0K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $48.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $48.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 669 | $48.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 675 | $49.0K | 0.00% | −74−9.9% | Reduced |
| Simon Quick Advisors, LLC | 679 | $49.0K | 0.01% | +4+0.6% | Added |
| Retirement Group, LLC | 479 | $50.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 709 | $51.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $51.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 718 | $52.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 735 | $53.0K | 0.03% | −65−8.1% | Reduced |
| Capital Advisors, Ltd. LLC | 726 | $53.0K | 0.01% | +27+3.9% | Added |
| Hazlett, Burt & Watson, Inc. | 742 | $54.0K | 0.04% | +742 | New |
| Logan Capital Management Inc | 764 | $55.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 760 | $55.0K | 0.05% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 805 | $55.0K | 0.03% | +805 | New |
| Rockbridge Investment Management, LCC | 775 | $57.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 807 | $58.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 800 | $58.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 801 | $58.0K | 0.04% | +607+312.9% | Added |
| Herold Advisors, Inc. | 800 | $58.0K | 0.02% | +800 | New |
| Seldon Capital LP | 820 | $59.0K | 0.03% | 00.0% | Unchanged |
| Siena Capital LLC | 812 | $59.0K | 0.03% | +812 | New |
| Tfo-TDC, LLC | 842 | $61.0K | 0.01% | +842 | New |
| Focused Wealth Management, Inc | 856 | $62.0K | 0.01% | +2+0.2% | Added |
| Lee Financial Co | 850 | $62.0K | 0.01% | +735+639.1% | Added |
| Tyler-Stone Wealth Management | 864 | $63.0K | 0.03% | +51+6.3% | Added |
| West Branch Capital LLC | 881 | $64.0K | 0.03% | −141−13.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 900 | $65.0K | 0.02% | 00.0% | Unchanged |
| American Research & Management Co. | 895 | $65.0K | 0.01% | +75+9.1% | Added |
| Aspire Private Capital, LLC | 905 | $66.0K | 0.02% | −338−27.2% | Reduced |
| Financial Connections Group, Inc. | 914 | $66.0K | 0.07% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 933 | $68.0K | 0.01% | +33+3.7% | Added |
| Achmea Investment Management B.V. | 938 | $68.0K | 0.00% | +938 | New |
| Pflug Koory, LLC | 948 | $69.0K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 958 | $69.0K | 0.01% | +958 | New |
| Altshuler Shaham Ltd | 961 | $70.0K | 0.00% | −170−15.0% | Reduced |
| McIlrath & Eck, LLC | 963 | $70.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 975 | $71.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 983 | $71.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 991 | $72.0K | 0.01% | +991 | New |
| Certified Advisory Corp | 1,011 | $73.0K | 0.02% | +1,011 | New |
| Heritage Wealth Management, LLC | 1,022 | $74.0K | 0.02% | +1,022 | New |
| Capital Advisory Group Advisory Services, LLC | 1,052 | $76.0K | 0.04% | +1,052 | New |
| MBM Wealth Consultants, LLC | 1,067 | $77.0K | 0.03% | +292+37.7% | Added |
| MV Capital Management, Inc. | 1,077 | $78.0K | 0.01% | +82+8.2% | Added |
| Trust Co | 1,093 | $79.0K | 0.02% | −277−20.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,099 | $80.0K | 0.01% | +1,099 | New |
| Plante Moran Financial Advisors, LLC | 1,125 | $82.0K | 0.02% | −257−18.6% | Reduced |
| Princeton Global Asset Management LLC | 1,162 | $84.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,209 | $87.0K | 0.05% | −38,498−97.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,200 | $87.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,247 | $90.0K | 0.00% | +238+23.6% | Added |
| Bellevue Asset Management, LLC | 1,278 | $93.0K | 0.06% | +103+8.8% | Added |
| WFA Asset Management Corp | 1,286 | $93.2K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,350 | $97.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,415 | $103.0K | 0.02% | −1,170−45.3% | Reduced |
| Beacon Capital Management, LLC | 1,474 | $107.0K | 0.03% | +1,474 | New |
| Acima Private Wealth, LLC | 1,500 | $109.0K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,498 | $109.0K | 0.07% | 00.0% | Unchanged |
| Accel Wealth Management | 1,468 | $109.0K | 0.06% | +3+0.2% | Added |
| Clearview Wealth Advisors LLC | 1,529 | $111.0K | 0.07% | −79−4.9% | Reduced |
| Quent Capital, LLC | 1,525 | $111.0K | 0.02% | −29−1.9% | Reduced |
| Rock Creek Group, LP | 1,539 | $112.0K | 0.02% | −914−37.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,542 | $112.0K | 0.01% | +47+3.1% | Added |
| Wellington Shields Capital Management, LLC | 1,541 | $112.0K | 0.01% | +1,541 | New |
| Providence Capital Advisors, LLC | 1,555 | $113.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,583 | $115.0K | 0.01% | −228−12.6% | Reduced |
| Bogart Wealth, LLC | 1,589 | $115.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,581 | $115.0K | 0.05% | +111+7.6% | Added |
| Manchester Capital Management LLC | 1,612 | $117.0K | 0.02% | −400−19.9% | Reduced |
| Lindbrook Capital, LLC | 1,663 | $121.0K | 0.02% | +204+14.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,685 | $122.0K | 0.00% | −129−7.1% | Reduced |
| CVA Family Office, LLC | 1,710 | $124.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,708 | $124.0K | 0.01% | +32+1.9% | Added |
| Legacy Bridge, LLC | 1,720 | $125.0K | 0.07% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $125.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $125.0K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,722 | $125.0K | 0.02% | +551+47.1% | Added |
| Parkside Financial Bank & Trust | 1,727 | $126.0K | 0.03% | +433+33.5% | Added |
| Addison Advisors LLC | 1,737 | $126.0K | 0.07% | +444+34.3% | Added |
| Northwest Investment Counselors, LLC | 1,750 | $127.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,763 | $128.0K | 0.05% | +1,763 | New |
| Oliver Lagore Vanvalin Investment Group | 1,777 | $128.0K | 0.09% | +1,777 | New |
| Baystate Wealth Management LLC | 1,832 | $133.0K | 0.01% | −155−7.8% | Reduced |
| Private Capital Group, LLC | 1,832 | $133.0K | 0.03% | +34+1.9% | Added |
| Carolinas Wealth Consulting LLC | 1,842 | $134.0K | 0.03% | −838−31.3% | Reduced |
| Center for Financial Planning, Inc. | 1,879 | $136.0K | 0.03% | −1,294−40.8% | Reduced |
| Assetmark, Inc | 1,894 | $137.0K | 0.00% | −190−9.1% | Reduced |
| Covestor Ltd | 1,902 | $138.0K | 0.10% | +735+63.0% | Added |
| Charter Oak Capital Management, LLC | 1,923 | $139.0K | 0.02% | +250+14.9% | Added |
| Proffitt & Goodson Inc | 1,953 | $142.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,960 | $142.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 2,000 | $145.0K | 0.09% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,030 | $147.0K | 0.04% | +2,030 | New |
| Clear Investment Research, LLC | 2,090 | $152.0K | 0.30% | 00.0% | Unchanged |