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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 4,614 | $335.0K | 0.02% | +666+16.9% | Added |
| Violich Capital Management, Inc. | 4,661 | $338.0K | 0.05% | −68−1.4% | Reduced |
| Redwood Financial Network Corp | 4,661 | $338.0K | 0.31% | +4,661 | New |
| Boston Trust Walden Corp | 4,675 | $339.0K | 0.00% | −7,500−61.6% | Reduced |
| BCS Wealth Management | 4,669 | $339.0K | 0.14% | −3,708−44.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,675 | $339.0K | 0.10% | −662−12.4% | Reduced |
| Triton Wealth Management, PLLC | 4,898 | $339.0K | 0.18% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,680 | $339.0K | 0.06% | +1,225+35.5% | Added |
| Bedel Financial Consulting, Inc. | 4,696 | $340.0K | 0.11% | −44−0.9% | Reduced |
| Hexagon Capital Partners LLC | 4,690 | $340.0K | 0.09% | 00.0% | Unchanged |
| Boston Research & Management Inc | 4,710 | $341.0K | 0.10% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,736 | $343.0K | 0.04% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 4,729 | $343.0K | 0.08% | +496+11.7% | Added |
| Old Second National Bank of Aurora | 4,726 | $343.0K | 0.09% | +133+2.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,734 | $343.0K | 0.11% | +1,226+34.9% | Added |
| First Financial Bank - Trust Division | 4,747 | $344.0K | 0.04% | −157−3.2% | Reduced |
| O'Rourke & Company, Inc | 4,739 | $344.0K | 0.24% | +68+1.5% | Added |
| Girard Partners Ltd. | 4,767 | $345.0K | 0.04% | −209−4.2% | Reduced |
| 1st Source Bank | 4,761 | $345.0K | 0.02% | −58−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 4,756 | $345.0K | 0.06% | +3+0.1% | Added |
| Lokken Investment Group LLC | 4,701 | $345.0K | 0.27% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,778 | $346.0K | 0.05% | +15+0.3% | Added |
| Triad Financial Advisors, Inc. | 4,765 | $346.0K | 0.19% | +55+1.2% | Added |
| Clear Creek Financial Management, LLC | 4,814 | $349.0K | 0.05% | −45−0.9% | Reduced |
| Kings Point Capital Management | 4,847 | $351.0K | 0.03% | 00.0% | Unchanged |
| Bank of Stockton | 4,850 | $352.0K | 0.11% | −1,217−20.1% | Reduced |
| Independence Bank of Kentucky | 4,850 | $352.0K | 0.14% | −450−8.5% | Reduced |
| SFMG, LLC | 4,863 | $353.0K | 0.03% | −336−6.5% | Reduced |
| Glassman Wealth Services | 4,864 | $353.0K | 0.06% | +317+7.0% | Added |
| Platform Technology Partners | 4,896 | $355.0K | 0.17% | −546−10.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,184 | $356.0K | 0.02% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,910 | $356.0K | 0.29% | −21−0.4% | Reduced |
| Modera Wealth Management, LLC | 4,908 | $356.0K | 0.02% | +793+19.3% | Added |
| Eqis Capital Management, Inc. | 4,924 | $357.0K | 0.03% | −1,483−23.1% | Reduced |
| First International Bank & Trust | 4,932 | $358.0K | 0.12% | +267+5.7% | Added |
| JB Capital LLC | 4,932 | $358.0K | 0.03% | +481+10.8% | Added |
| Wela Strategies, Inc. | 4,934 | $358.0K | 0.18% | +1,529+44.9% | Added |
| Compton Capital Management Inc | 4,948 | $359.0K | 0.10% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,961 | $360.0K | 0.05% | −1,332−21.2% | Reduced |
| AMJ Financial Wealth Management | 4,967 | $360.0K | 0.14% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,734 | $360.0K | 0.01% | −177−3.6% | Reduced |
| Sigma Investment Counselors Inc | 4,987 | $362.0K | 0.03% | −121−2.4% | Reduced |
| Lebenthal Global Advisors, LLC | 5,001 | $362.0K | 0.15% | +50+1.0% | Added |
| Cladis Investment Advisory, LLC | 5,000 | $362.6K | 0.29% | 00.0% | Unchanged |
| Connolly Sarah T. | 5,000 | $363.0K | 0.21% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 5,013 | $364.0K | 0.02% | −1,982−28.3% | Reduced |
| Paloma Partners Management Co | 5,019 | $364.0K | 0.03% | +5,019 | New |
| WealthTrust Axiom LLC | 5,038 | $365.0K | 0.11% | +200+4.1% | Added |
| Elmwood Wealth Management, Inc. | 5,043 | $366.0K | 0.19% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,052 | $366.0K | 0.03% | +118+2.4% | Added |
| Beese Fulmer Investment Management, Inc. | 5,065 | $367.0K | 0.04% | −755−13.0% | Reduced |
| NovaPoint Capital, LLC | 5,088 | $369.0K | 0.13% | +366+7.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 5,106 | $370.0K | 0.16% | −5,162−50.3% | Reduced |
| Stonebridge Capital Advisors LLC | 5,109 | $370.0K | 0.04% | −220−4.1% | Reduced |
| Fusion Capital, LLC | 5,107 | $370.0K | 0.19% | +23+0.5% | Added |
| Patriot Investment Management Inc. | 5,142 | $372.0K | 0.03% | −496−8.8% | Reduced |
| Doliver Advisors, LP | 5,125 | $372.0K | 0.12% | +406+8.6% | Added |
| KRS Capital Management, LLC | 5,148 | $373.0K | 0.40% | −41−0.8% | Reduced |
| Coastline Trust Co | 5,140 | $373.0K | 0.05% | +244+5.0% | Added |
| WMG Financial Advisors, LLC | 5,112 | $374.0K | 0.27% | +546+12.0% | Added |
| Summit Financial Wealth Advisors, LLC | 5,200 | $377.0K | 0.08% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,215 | $378.0K | 0.13% | −70−1.3% | Reduced |
| Inverness Counsel LLC | 5,221 | $379.0K | 0.02% | +102+2.0% | Added |
| Thompson Siegel & Walmsley LLC | 5,234 | $380.0K | 0.01% | −180−3.3% | Reduced |
| REDW Wealth LLC | 5,236 | $380.0K | 0.11% | +5,236 | New |
| Cypress Capital Group | 5,265 | $382.0K | 0.05% | −5,499−51.1% | Reduced |
| Alaethes Wealth LLC | 5,275 | $382.0K | 0.24% | −25−0.5% | Reduced |
| Soltis Investment Advisors LLC | 5,277 | $383.0K | 0.05% | −28,190−84.2% | Reduced |
| TCI Wealth Advisors, Inc. | 5,275 | $383.0K | 0.06% | +574+12.2% | Added |
| Cranbrook Wealth Management, LLC | 5,276 | $383.0K | 0.08% | +4,396+499.5% | Added |
| J. L. Bainbridge & Co., Inc. | 5,295 | $384.0K | 0.05% | −1,695−24.2% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,293 | $384.0K | 0.11% | +1,500+39.5% | Added |
| Private Capital Advisors, Inc. | 5,300 | $384.0K | 0.06% | +5,300 | New |
| Boothbay Fund Management, LLC | 5,289 | $384.0K | 0.01% | +5,289 | New |
| PBMares Wealth Management LLC | 5,326 | $386.0K | 0.24% | +61+1.2% | Added |
| Wambolt & Associates, LLC | 5,204 | $386.0K | 0.14% | +240+4.8% | Added |
| Aevitas Wealth Management, Inc. | 5,333 | $387.0K | 0.24% | −568−9.6% | Reduced |
| Campion Asset Management LLC | 5,340 | $387.0K | 0.33% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 5,346 | $388.0K | 0.01% | −2,444−31.4% | Reduced |
| Domani Wealth, LLC | 5,384 | $390.0K | 0.08% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 5,392 | $391.0K | 0.05% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 5,406 | $391.0K | 0.26% | +29+0.5% | Added |
| AlphaStar Capital Management, LLC | 5,422 | $393.0K | 0.03% | +747+16.0% | Added |
| First National Bank & Trust Co of Newtown | 5,423 | $394.0K | 0.08% | −400−6.9% | Reduced |
| Rodgers Brothers Inc. | 5,443 | $395.0K | 0.07% | −8,075−59.7% | Reduced |
| Sandbox Financial Partners, LLC | 5,452 | $395.0K | 0.23% | −174−3.1% | Reduced |
| Pendal Group Limited | 5,451 | $395.0K | 0.00% | −29−0.5% | Reduced |
| Klingman & Associates, LLC | 5,454 | $395.0K | 0.03% | +5,454 | New |
| JT Stratford LLC | 5,471 | $397.0K | 0.12% | −153−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,487 | $397.0K | 0.03% | −80−1.4% | Reduced |
| Deseret Mutual Benefit Administrators | 5,486 | $398.0K | 0.08% | −766−12.3% | Reduced |
| Taylor Hoffman Wealth Management | 5,492 | $398.0K | 0.16% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,490 | $398.0K | 0.36% | +5,490 | New |
| Sittner & Nelson, LLC | 5,507 | $399.0K | 0.23% | +250+4.8% | Added |
| O'Brien Greene & Co. Inc | 5,515 | $400.0K | 0.13% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 5,526 | $401.0K | 0.10% | −1,505−21.4% | Reduced |
| Keystone Financial Group | 5,535 | $401.0K | 0.07% | +93+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 5,540 | $401.0K | 0.11% | +5,540 | New |
| RSM US Wealth Management LLC | 5,570 | $404.0K | 0.02% | +5+0.1% | Added |
| Byrne Asset Management LLC | 5,575 | $404.0K | 0.25% | 00.0% | Unchanged |