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 |
|---|---|---|---|---|---|
| NVWM, LLC | 2,127 | $154.0K | 0.05% | +521+32.4% | Added |
| Versant Capital Management, Inc | 2,134 | $155.0K | 0.05% | +1,491+231.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,149 | $156.0K | 0.00% | +914+74.0% | Added |
| Avion Wealth | 2,165 | $157.0K | 0.05% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2,189 | $159.0K | 0.03% | +17+0.8% | Added |
| Interactive Financial Advisors | 2,208 | $160.0K | 0.08% | −65−2.9% | Reduced |
| Vigilant Capital Management, LLC | 2,200 | $160.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2,226 | $161.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,216 | $161.0K | 0.02% | +43+2.0% | Added |
| Central Bank & Trust Co | 2,250 | $163.0K | 0.03% | +818+57.1% | Added |
| BerganKDV Wealth Management, LLC | 2,326 | $169.0K | 0.02% | +2+0.1% | Added |
| Tevis Investment Management | 2,338 | $170.0K | 0.15% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,385 | $173.0K | 0.03% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,400 | $174.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,455 | $178.0K | 0.03% | +455+22.8% | Added |
| Westside Investment Management, Inc. | 2,510 | $182.0K | 0.00% | +2,353+1,498.7% | Added |
| Field & Main Bank | 2,610 | $189.0K | 0.11% | +330+14.5% | Added |
| AGF Investments LLC | 2,625 | $190.0K | 0.02% | −164−5.9% | Reduced |
| Cyrus J. Lawrence, LLC | 2,617 | $190.0K | 0.04% | +2,617 | New |
| PYA Waltman Capital, LLC | 2,696 | $195.0K | 0.10% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,699 | $196.0K | 0.05% | −509−15.9% | Reduced |
| Clear Street Markets LLC | 2,734 | $198.0K | 0.06% | −4,377−61.6% | Reduced |
| Ellis Investment Partners, LLC | 2,763 | $200.0K | 0.05% | +20+0.7% | Added |
| Mountain Pacific Investment Advisers Inc | 2,776 | $201.0K | 0.01% | +2,776 | New |
| Phocas Financial Corp. | 2,770 | $201.0K | 0.03% | +2,770 | New |
| Jeppson Wealth Management, LLC | 2,784 | $201.0K | 0.09% | +2,784 | New |
| Pine Haven Investment Counsel, Inc | 2,773 | $201.0K | 0.20% | +2,773 | New |
| Capital City Trust Co | 2,777 | $202.0K | 0.06% | −359−11.4% | Reduced |
| Ategra Capital Management, LLC | 2,796 | $202.7K | 0.09% | +2,796 | New |
| Motco | 2,805 | $203.0K | 0.01% | −7,050−71.5% | Reduced |
| Column Capital Advisors, LLC | 2,806 | $203.0K | 0.04% | −25−0.9% | Reduced |
| Calton & Associates, Inc. | 2,811 | $203.0K | 0.06% | +2,811 | New |
| Barnes Pettey Financial Advisors, LLC | 2,805 | $203.0K | 0.25% | +2,805 | New |
| USAdvisors Wealth Management, LLC | 2,820 | $204.0K | 0.09% | −894−24.1% | Reduced |
| Ropes Wealth Advisors LLC | 2,807 | $204.0K | 0.04% | +2,807 | New |
| Eagle Rock Investment Company, LLC | 2,813 | $204.0K | 0.04% | +2,813 | New |
| Horan Securities, Inc. | 2,826 | $205.0K | 0.12% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 2,842 | $206.0K | 0.04% | −229−7.5% | Reduced |
| Center For Asset Management LLC | 2,835 | $206.0K | 0.16% | +2,835 | New |
| World Equity Group, Inc. | 2,852 | $206.8K | 0.04% | +2,852 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,850 | $207.0K | 0.00% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,862 | $208.0K | 0.04% | −288−9.1% | Reduced |
| Trust Co of Virginia | 2,858 | $208.0K | 0.02% | +2,858 | New |
| Nova R Wealth, Inc. | 2,865 | $208.0K | 0.18% | +2,865 | New |
| CX Institutional | 2,872 | $208.0K | 0.02% | +2,872 | New |
| Satovsky Asset Management LLC | 2,888 | $209.0K | 0.14% | +2,888 | New |
| M. Kulyk & Associates, LLC | 2,882 | $209.0K | 0.06% | +2,882 | New |
| Beaird Harris Wealth Management, LLC | 2,893 | $210.0K | 0.08% | −500−14.7% | Reduced |
| NBW Capital LLC | 2,902 | $210.0K | 0.05% | −130−4.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,897 | $210.0K | 0.08% | −70−2.4% | Reduced |
| AlphaMark Advisors, LLC | 2,896 | $210.0K | 0.08% | 00.0% | Unchanged |
| Goodwin Daniel L | 2,900 | $210.0K | 0.09% | +2,900 | New |
| Wilkins Investment Counsel Inc | 2,900 | $210.0K | 0.05% | +2,900 | New |
| LMCG Investments, LLC | 2,900 | $210.0K | 0.01% | +2,900 | New |
| Sabal Trust CO | 2,907 | $211.0K | 0.01% | −131−4.3% | Reduced |
| LexAurum Advisors, LLC | 2,914 | $211.0K | 0.07% | −10−0.3% | Reduced |
| Harvey Investment Co LLC | 2,926 | $212.0K | 0.03% | −1,425−32.8% | Reduced |
| Argent Advisors, Inc. | 2,927 | $212.0K | 0.11% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,928 | $212.0K | 0.04% | +2,928 | New |
| Connectus Wealth, LLC | 3,110 | $213.0K | 0.01% | −177−5.4% | Reduced |
| Congress Wealth Management LLC | 2,940 | $213.0K | 0.00% | −132−4.3% | Reduced |
| Chickasaw Capital Management LLC | 2,932 | $213.0K | 0.01% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 2,936 | $213.0K | 0.21% | +3+0.1% | Added |
| Keel Point, LLC | 2,939 | $213.0K | 0.03% | +2,939 | New |
| Kingfisher Capital LLC | 2,957 | $214.0K | 0.06% | −5,114−63.4% | Reduced |
| Greenline Partners, LLC | 2,953 | $214.0K | 0.04% | 00.0% | Unchanged |
| Carlson Capital Management | 2,957 | $214.0K | 0.02% | +2,957 | New |
| Alpha Omega Wealth Management LLC | 2,960 | $215.0K | 0.03% | −1,035−25.9% | Reduced |
| Greenwood Gearhart Inc | 2,966 | $215.0K | 0.03% | −712−19.4% | Reduced |
| Cedar Mountain Advisors, LLC | 2,966 | $215.0K | 0.06% | +12+0.4% | Added |
| MCF Advisors LLC | 2,964 | $215.0K | 0.02% | +2,964 | New |
| WealthShield Partners, LLC | 2,982 | $216.0K | 0.03% | −358−10.7% | Reduced |
| Univest Financial Corp | 2,966 | $216.0K | 0.06% | −228−7.1% | Reduced |
| Stephens Consulting, LLC | 2,979 | $216.0K | 0.18% | −600−16.8% | Reduced |
| Asset Management Advisors, LLC | 3,000 | $218.0K | 0.16% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 3,000 | $218.0K | 0.17% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,012 | $219.0K | 0.11% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,014 | $219.0K | 0.19% | +28+0.9% | Added |
| Pitcairn Co | 3,037 | $220.0K | 0.02% | −22−0.7% | Reduced |
| Lloyd Advisory Services, LLC. | 3,041 | $220.0K | 0.10% | +15+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,047 | $221.0K | 0.04% | +251+9.0% | Added |
| Lenox Wealth Advisors, LLC | 2,905 | $222.0K | 0.03% | −243−7.7% | Reduced |
| American Trust Investment Advisors, LLC | 3,056 | $222.0K | 0.11% | +120+4.1% | Added |
| Wealthspan Partners, LLC | 3,072 | $223.0K | 0.20% | +3+0.1% | Added |
| Truvestments Capital LLC | 3,078 | $223.0K | 0.12% | +118+4.0% | Added |
| Hightower 6M Holding, LLC | 3,073 | $223.0K | 0.02% | +3,073 | New |
| Hemenway Trust Co LLC | 3,100 | $225.0K | 0.02% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,100 | $225.0K | 0.12% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,123 | $226.0K | 0.06% | 00.0% | Unchanged |
| Graypoint LLC | 3,123 | $226.0K | 0.02% | +3,123 | New |
| Summit Wealth Partners, LLC | 3,120 | $226.2K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,127 | $227.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,130 | $227.0K | 0.28% | +3,130 | New |
| Newbridge Financial Services Group, Inc. | 3,143 | $228.0K | 0.11% | −89−2.8% | Reduced |
| Wedgewood Investors Inc | 3,150 | $228.0K | 0.28% | 00.0% | Unchanged |
| Tufton Capital Management | 3,145 | $228.0K | 0.04% | −3−0.1% | Reduced |
| Coho Partners, Ltd. | 3,139 | $228.0K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,143 | $228.0K | 0.01% | +3,143 | New |
| Evergreen Capital Management LLC | 3,138 | $228.0K | 0.01% | +3,138 | New |
| Axxcess Wealth Management, LLC | 3,143 | $228.0K | 0.02% | +3,143 | New |