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 5 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 |
|---|---|---|---|---|---|
| Crossvault Capital Management LLC | 5,575 | $404.0K | 0.13% | +100+1.8% | Added |
| Donald L. Hagan, LLC | 5,581 | $405.0K | 0.23% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 5,595 | $406.0K | 0.07% | +72+1.3% | Added |
| Toews Corp | 5,600 | $406.0K | 0.07% | +5,600 | New |
| Pinnacle Wealth Management Group, Inc. | 5,614 | $407.0K | 0.31% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 5,555 | $408.0K | 0.09% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 5,633 | $408.0K | 0.00% | +231+4.3% | Added |
| 1620 Investment Advisors, Inc. | 5,961 | $409.0K | 0.45% | 00.0% | Unchanged |
| Carroll Investors, Inc | 5,686 | $409.0K | 0.26% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,760 | $411.0K | 0.13% | +5,760 | New |
| LifePro Asset Management | 5,678 | $412.0K | 0.15% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,713 | $414.0K | 0.03% | −1,939−25.3% | Reduced |
| Heritage Investors Management Corp | 5,717 | $415.0K | 0.02% | −200−3.4% | Reduced |
| Affinity Wealth Management LLC | 5,487 | $416.0K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,665 | $416.0K | 0.08% | +1,770+45.4% | Added |
| Abound Wealth Management | 5,742 | $416.4K | 0.30% | +361+6.7% | Added |
| Premier Asset Management LLC | 5,757 | $417.0K | 0.13% | −2,374−29.2% | Reduced |
| Van Hulzen Asset Management, LLC | 5,754 | $417.0K | 0.04% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,750 | $417.0K | 0.21% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,753 | $417.0K | 0.04% | +612+11.9% | Added |
| Gratus Capital LLC | 5,748 | $417.0K | 0.04% | +677+13.4% | Added |
| MUFG Americas Holdings Corp | 5,764 | $418.0K | 0.01% | +176+3.1% | Added |
| BCR Wealth Strategies, LLC | 5,769 | $418.0K | 0.40% | +2,066+55.8% | Added |
| Relative Value Partners Group, LLC | 5,773 | $419.0K | 0.03% | +5,773 | New |
| St Germain D J Co Inc | 5,791 | $420.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,537 | $420.0K | 0.03% | +15+0.3% | Added |
| Kalos Management, Inc. | 5,792 | $420.0K | 0.29% | +793+15.9% | Added |
| Lee Danner & Bass Inc | 5,859 | $425.0K | 0.04% | −11−0.2% | Reduced |
| Bridges Investment Management Inc | 5,850 | $425.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,856 | $425.0K | 0.03% | +181+3.2% | Added |
| XML Financial, LLC | 5,904 | $428.0K | 0.05% | +205+3.6% | Added |
| Sawyer & Company, Inc | 5,937 | $430.0K | 0.19% | −315−5.0% | Reduced |
| Xcel Wealth Management, LLC | 5,924 | $430.0K | 0.12% | +150+2.6% | Added |
| Glen Eagle Advisors, LLC | 5,941 | $430.8K | 0.11% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,951 | $431.0K | 0.06% | +1,819+44.0% | Added |
| Duncker Streett & Co Inc | 5,960 | $432.0K | 0.09% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 5,967 | $433.0K | 0.05% | −71−1.2% | Reduced |
| Cornerstone Wealth Management, LLC | 5,990 | $434.0K | 0.04% | −697−10.4% | Reduced |
| Charter Trust Co | 5,995 | $435.0K | 0.04% | −445−6.9% | Reduced |
| Baker Boyer National Bank | 6,000 | $435.0K | 0.21% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,000 | $435.0K | 0.18% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,002 | $435.0K | 0.12% | +70+1.2% | Added |
| Mathes Company, Inc. | 6,000 | $435.0K | 0.17% | +100+1.7% | Added |
| Acorn Financial Advisory Services Inc | 6,026 | $437.0K | 0.09% | −722−10.7% | Reduced |
| SNS Financial Group, LLC | 6,021 | $437.0K | 0.05% | +36+0.6% | Added |
| Longfellow Investment Management Co LLC | 6,029 | $438.0K | 0.07% | −5,250−46.5% | Reduced |
| Hanson & Doremus Investment Management | 6,044 | $438.0K | 0.09% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 6,126 | $444.3K | 0.11% | +6,126 | New |
| ACG Wealth | 6,134 | $445.0K | 0.08% | −2,612−29.9% | Reduced |
| Wagner Wealth Management, LLC | 6,169 | $447.0K | 0.31% | +13+0.2% | Added |
| Formidable Asset Management, LLC | 6,184 | $448.0K | 0.09% | 00.0% | Unchanged |
| Telemus Capital, LLC | 6,194 | $449.0K | 0.04% | −663−9.7% | Reduced |
| Sunflower Bank, N.A. | 6,219 | $451.0K | 0.06% | −588−8.6% | Reduced |
| First Citizens Bank & Trust Co | 6,271 | $455.0K | 0.02% | +806+14.7% | Added |
| Ashton Thomas Private Wealth, LLC | 6,296 | $456.5K | 0.04% | +337+5.7% | Added |
| Chicago Capital, LLC | 6,306 | $457.0K | 0.02% | +10.0% | Added |
| Shulman DeMeo Asset Management LLC | 6,303 | $457.0K | 0.13% | +562+9.8% | Added |
| Brighton Jones LLC | 6,339 | $459.0K | 0.02% | +513+8.8% | Added |
| Fayez Sarofim & Co | 6,358 | $461.0K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 6,390 | $463.0K | 0.13% | −131−2.0% | Reduced |
| Baldwin Investment Management, LLC | 6,465 | $469.0K | 0.13% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 6,477 | $470.0K | 0.06% | 00.0% | Unchanged |
| First Command Bank | 6,477 | $470.0K | 0.06% | 00.0% | Unchanged |
| Covington Capital Management | 6,503 | $472.0K | 0.02% | −10−0.2% | Reduced |
| Aldebaran Financial Inc. | 6,533 | $474.0K | 0.39% | −317−4.6% | Reduced |
| Cross Staff Investments Inc | 6,535 | $474.0K | 0.44% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 6,575 | $477.0K | 0.08% | −300−4.4% | Reduced |
| Trust Co of Toledo NA | 6,589 | $478.0K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,593 | $478.0K | 0.02% | +1,041+18.8% | Added |
| Verus Financial Partners, Inc. | 6,345 | $479.0K | 0.07% | +440+7.5% | Added |
| Davy Global Fund Management Ltd | 6,621 | $480.0K | 0.08% | −465−6.6% | Reduced |
| Equitable Trust Co | 6,638 | $482.0K | 0.03% | +1,569+31.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,675 | $484.0K | 0.24% | +500+8.1% | Added |
| Valley Brook Capital Group | 6,712 | $486.0K | 0.42% | +20.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,718 | $487.0K | 0.27% | +2,875+74.8% | Added |
| Mechanics Financial Corp | 6,726 | $488.0K | 0.25% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 6,796 | $493.0K | 0.32% | +171+2.6% | Added |
| Cohen Investment Advisors LLC | 6,832 | $495.0K | 0.37% | +70+1.0% | Added |
| Keystone Financial Planning, Inc. | 6,860 | $497.0K | 0.17% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,853 | $497.0K | 0.02% | +90+1.3% | Added |
| Investment Management of Virginia LLC | 6,859 | $497.0K | 0.09% | +190+2.8% | Added |
| Marcum Wealth, LLC | 6,865 | $498.0K | 0.07% | +1,360+24.7% | Added |
| Arete Wealth Advisors, LLC | 6,886 | $499.0K | 0.04% | +619+9.9% | Added |
| Mraz, Amerine & Associates, Inc. | 6,890 | $500.0K | 0.12% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 6,892 | $500.0K | 0.10% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,908 | $501.0K | 0.11% | +124+1.8% | Added |
| Frontier Wealth Management LLC | 6,636 | $501.0K | 0.01% | +10.0% | Added |
| Camden Capital, LLC | 6,920 | $502.0K | 0.11% | −8,098−53.9% | Reduced |
| Scotia Capital Inc. | 6,936 | $503.0K | 0.00% | −116−1.6% | Reduced |
| Lathrop Investment Management Corp | 6,970 | $505.0K | 0.11% | −100−1.4% | Reduced |
| Thoroughbred Financial Services, LLC | 6,976 | $505.0K | 0.08% | +764+12.3% | Added |
| Ahrens Investment Partners LLC | 7,012 | $508.0K | 0.16% | 00.0% | Unchanged |
| David J Yvars Group | 7,017 | $509.0K | 0.35% | +4+0.1% | Added |
| City State Bank | 7,035 | $510.0K | 0.31% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 7,042 | $511.0K | 0.22% | 00.0% | Unchanged |
| MKT Advisors LLC | 6,879 | $511.0K | 0.39% | +95+1.4% | Added |
| Northwest Bancshares, Inc. | 7,086 | $514.0K | 0.10% | −9,043−56.1% | Reduced |
| Arden Trust Co | 7,105 | $515.0K | 0.10% | −7,569−51.6% | Reduced |
| LCNB Corp | 7,118 | $516.0K | 0.24% | −125−1.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,131 | $517.0K | 0.04% | +806+12.7% | Added |