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 |
|---|---|---|---|---|---|
| Colonial River Wealth Management, LLC | 3,959 | $287.0K | 0.17% | −527−11.7% | Reduced |
| RNC Capital Management LLC | 3,988 | $289.0K | 0.01% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,989 | $289.0K | 0.23% | +44+1.1% | Added |
| Royal Fund Management, LLC | 3,987 | $289.0K | 0.04% | +122+3.2% | Added |
| WMS Partners, LLC | 3,987 | $289.0K | 0.04% | +3,987 | New |
| American State Bank (Iowa) | 3,998 | $289.9K | 0.20% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,994 | $290.0K | 0.04% | −132−3.2% | Reduced |
| Lafayette Investments, Inc. | 4,000 | $290.0K | 0.07% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,000 | $290.0K | 0.07% | 00.0% | Unchanged |
| Schubert & Co | 3,995 | $290.0K | 0.32% | +94+2.4% | Added |
| SG Americas Securities, LLC | 4,017 | $291.0K | 0.00% | −29,040−87.8% | Reduced |
| Strategic Advisors LLC | 4,024 | $291.0K | 0.05% | +10.0% | Added |
| Fagan Associates, Inc. | 4,011 | $291.0K | 0.06% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,035 | $293.0K | 0.18% | +115+2.9% | Added |
| Hodges Capital Management Inc. | 4,050 | $294.0K | 0.02% | −474−10.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $294.0K | 0.04% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,057 | $294.0K | 0.04% | +87+2.2% | Added |
| Financial Engines Advisors L.L.C. | 4,059 | $294.0K | 0.00% | +4,059 | New |
| Providence First Trust Co | 4,087 | $296.0K | 0.14% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,078 | $296.0K | 0.04% | +4,078 | New |
| Searle & Co. | 4,100 | $297.0K | 0.11% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 4,097 | $297.0K | 0.16% | +310+8.2% | Added |
| Advisory Alpha, LLC | 4,122 | $299.0K | 0.02% | −7,090−63.2% | Reduced |
| TRUE Private Wealth Advisors | 4,014 | $299.0K | 0.04% | −82−2.0% | Reduced |
| Vise Technologies, Inc. | 4,120 | $299.0K | 0.11% | +4,120 | New |
| Steel Peak Wealth Management LLC | 4,132 | $300.0K | 0.02% | −6,123−59.7% | Reduced |
| Abacus Planning Group, Inc. | 4,141 | $300.0K | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,140 | $300.0K | 0.07% | +532+14.7% | Added |
| Southland Equity Partners LLC | 4,140 | $300.2K | 0.12% | +260+6.7% | Added |
| Morris Financial Concepts, Inc. | 4,154 | $301.0K | 0.25% | −41−1.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,162 | $301.0K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,017 | $301.4K | 0.00% | −34,300−89.5% | Reduced |
| Norwood Financial Corp | 4,158 | $302.0K | 0.44% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,160 | $302.0K | 0.04% | +4,160 | New |
| Independent Solutions Wealth Management, LLC | 4,177 | $302.9K | 0.08% | +344+9.0% | Added |
| Altus Wealth Management, LLC | 4,173 | $303.0K | 0.21% | −220−5.0% | Reduced |
| American Trust | 4,195 | $304.0K | 0.02% | −397−8.6% | Reduced |
| BKD Wealth Advisors, LLC | 4,197 | $304.0K | 0.01% | +343+8.9% | Added |
| Thompson Investment Management, Inc. | 4,208 | $305.0K | 0.04% | −22−0.5% | Reduced |
| Eads & Heald Wealth Management | 4,205 | $305.0K | 0.14% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,202 | $305.0K | 0.11% | 00.0% | Unchanged |
| King Wealth | 4,209 | $305.0K | 0.06% | +1,000+31.2% | Added |
| Courier Capital LLC | 4,223 | $306.0K | 0.03% | −166−3.8% | Reduced |
| Journey Advisory Group, LLC | 4,223 | $306.0K | 0.08% | +4,223 | New |
| Hartline Investment Corp | 5,126 | $310.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 4,275 | $310.0K | 0.01% | −66−1.5% | Reduced |
| Shorepoint Capital Partners LLC | 4,275 | $310.0K | 0.13% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,273 | $310.0K | 0.11% | +4,273 | New |
| Waterfront Wealth Inc. | 4,086 | $310.0K | 0.11% | +4,086 | New |
| Thomas Story & Son LLC | 4,300 | $312.0K | 0.12% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 4,314 | $313.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,336 | $314.0K | 0.07% | +244+6.0% | Added |
| Aaron Wealth Advisors | 22,768 | $314.0K | 0.01% | +22,768 | New |
| Kenfarb & Co. | 4,345 | $315.0K | 0.25% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,345 | $315.0K | 0.11% | +219+5.3% | Added |
| Moneta Group Investment Advisors LLC | 4,344 | $315.0K | 0.01% | +4,344 | New |
| Two Sigma Securities, LLC | 4,353 | $316.0K | 0.04% | −7,105−62.0% | Reduced |
| McGowan Group Asset Management, Inc. | 4,357 | $316.0K | 0.05% | +10.0% | Added |
| Spearhead Capital Advisors, LLC | 4,363 | $316.0K | 0.04% | +63+1.5% | Added |
| Minot Wealth Management LLC | 4,365 | $317.0K | 0.07% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,384 | $318.0K | 0.15% | +1,366+45.3% | Added |
| Investment House LLC | 4,403 | $319.0K | 0.02% | +3+0.1% | Added |
| Altman Advisors, Inc. | 4,400 | $319.0K | 0.16% | 00.0% | Unchanged |
| Resource Planning Group | 4,393 | $319.0K | 0.23% | +56+1.3% | Added |
| MBA Advisors LLC | 4,412 | $320.0K | 0.20% | −1,000−18.5% | Reduced |
| Camelot Portfolios, LLC | 4,417 | $320.0K | 0.16% | −958−17.8% | Reduced |
| Lockerman Financial Group, Inc. | 4,432 | $321.0K | 0.87% | −41−0.9% | Reduced |
| Prio Wealth Limited Partnership | 4,424 | $321.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 4,440 | $322.0K | 0.01% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 4,470 | $324.0K | 0.14% | −1,200−21.2% | Reduced |
| Forum Financial Management, LP | 4,474 | $324.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 4,470 | $324.0K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,478 | $324.7K | 0.03% | +37+0.8% | Added |
| MJP Associates Inc | 4,486 | $325.0K | 0.08% | +1,115+33.1% | Added |
| Hoylecohen, LLC | 4,495 | $326.0K | 0.03% | −5,585−55.4% | Reduced |
| Thrive Wealth Management, LLC | 4,503 | $326.0K | 0.10% | −368−7.6% | Reduced |
| Altfest L J & Co Inc | 4,489 | $326.0K | 0.06% | +7+0.2% | Added |
| RWM Asset Management, LLC | 4,501 | $326.0K | 0.06% | +459+11.4% | Added |
| Boenning & Scattergood, Inc. | 4,495 | $326.0K | 0.05% | +799+21.6% | Added |
| Benjamin Edwards Inc | 4,493 | $326.0K | 0.09% | +1,071+31.3% | Added |
| High Falls Advisors, Inc | 4,510 | $327.0K | 0.09% | +3+0.1% | Added |
| Black Diamond Financial, LLC | 4,511 | $327.0K | 0.10% | +4,511 | New |
| Sargent Bickham Lagudis LLC | 4,531 | $329.0K | 0.03% | −44−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 4,540 | $329.0K | 0.12% | +1,217+36.6% | Added |
| Golden State Equity Partners | 4,552 | $330.0K | 0.17% | −77−1.7% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $330.0K | 0.30% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,554 | $330.0K | 0.05% | +37+0.8% | Added |
| BOK Financial Private Wealth, Inc. | 4,555 | $330.0K | 0.02% | +1,012+28.6% | Added |
| Parsec Financial Management, Inc. | 4,571 | $331.0K | 0.01% | −287−5.9% | Reduced |
| apricus wealth, LLC | 4,325 | $331.0K | 0.27% | −20−0.5% | Reduced |
| Founders Financial Alliance, LLC | 4,564 | $331.0K | 0.15% | +1,608+54.4% | Added |
| PFG Advisors | 4,570 | $331.0K | 0.03% | +4,570 | New |
| Williams Jones Wealth Management, LLC. | 4,582 | $332.0K | 0.00% | −500−9.8% | Reduced |
| Capital Investment Counsel, Inc | 4,580 | $332.0K | 0.07% | −200−4.2% | Reduced |
| Angeles Investment Advisors, LLC | 4,590 | $333.0K | 0.02% | −169−3.6% | Reduced |
| Seelaus Asset Management LLC | 4,610 | $334.0K | 0.20% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,600 | $334.0K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,618 | $335.0K | 0.10% | +3+0.1% | Added |
| Applied Capital LLC | 4,621 | $335.0K | 0.21% | 00.0% | Unchanged |
| Brown Financial Advisory | 4,614 | $335.0K | 0.27% | 00.0% | Unchanged |