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 |
|---|---|---|---|---|---|
| Graybill Bartz & Assoc Ltd | 7,144 | $518.0K | 0.25% | +7,144 | New |
| Berger Financial Group, Inc | 7,156 | $519.0K | 0.07% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 7,158 | $519.0K | 0.37% | +7,158 | New |
| Wealth Advisory Solutions, LLC | 7,177 | $520.0K | 0.11% | +7,177 | New |
| Gradient Investments LLC | 7,202 | $522.0K | 0.01% | +13+0.2% | Added |
| Tradition Wealth Management, LLC | 7,198 | $522.0K | 0.07% | +333+4.9% | Added |
| BFT Financial Group, LLC | 7,194 | $522.0K | 0.08% | +7,194 | New |
| Northstar Advisory Group, LLC | 7,279 | $528.0K | 0.34% | +635+9.6% | Added |
| Intrua Financial, LLC | 7,319 | $531.0K | 0.10% | −102−1.4% | Reduced |
| MAI Capital Management | 7,356 | $533.0K | 0.01% | −591−7.4% | Reduced |
| Cobblestone Capital Advisors LLC | 7,358 | $534.0K | 0.04% | −92−1.2% | Reduced |
| Wulff, Hansen & Co. | 7,363 | $534.0K | 0.51% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,367 | $534.0K | 0.06% | 00.0% | Unchanged |
| Duality Advisers, LP | 7,385 | $535.0K | 0.06% | +7,385 | New |
| Moloney Securities Asset Management, LLC | 7,423 | $538.0K | 0.10% | +857+13.1% | Added |
| Summitry LLC | 7,450 | $540.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 7,480 | $542.0K | 0.02% | −500−6.3% | Reduced |
| Krane Funds Advisors LLC | 7,476 | $542.0K | 0.02% | −53−0.7% | Reduced |
| Glenview Trust Co | 7,482 | $543.0K | 0.02% | −5−0.1% | Reduced |
| United Capital Management of KS, Inc. | 7,504 | $544.0K | 0.21% | −402−5.1% | Reduced |
| Concord Wealth Partners | 7,505 | $544.0K | 0.14% | +16+0.2% | Added |
| Woodward Diversified Capital, LLC | 7,537 | $547.0K | 0.36% | +882+13.3% | Added |
| Independent Financial Group, LLC | 7,566 | $548.7K | 0.04% | −81−1.1% | Reduced |
| CoreFirst Bank & Trust | 7,577 | $549.0K | 0.38% | −1,373−15.3% | Reduced |
| Peninsula Asset Management Inc | 7,590 | $551.0K | 0.28% | −200−2.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,614 | $552.0K | 0.02% | −37−0.5% | Reduced |
| Bath Savings Trust Co | 7,627 | $553.0K | 0.06% | −190−2.4% | Reduced |
| McLean Asset Management Corp | 7,662 | $556.0K | 0.41% | +27+0.4% | Added |
| Element Wealth, LLC | 7,683 | $557.0K | 0.45% | −917−10.7% | Reduced |
| BLB&B Advisors, LLC | 7,700 | $558.0K | 0.04% | −35−0.5% | Reduced |
| Firestone Capital Management | 7,719 | $560.0K | 0.18% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 7,721 | $560.0K | 0.26% | +10+0.1% | Added |
| First Hawaiian Bank | 7,728 | $561.0K | 0.02% | −4−0.1% | Reduced |
| Gofen & Glossberg LLC | 7,753 | $562.0K | 0.01% | −661−7.9% | Reduced |
| Optimum Investment Advisors | 7,747 | $562.0K | 0.24% | −100−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,849 | $569.0K | 0.10% | +1,098+16.3% | Added |
| Richwood Investment Advisors, LLC | 7,865 | $570.0K | 0.51% | +2,000+34.1% | Added |
| Cornerstone Wealth Group, LLC | 7,872 | $571.0K | 0.10% | −50−0.6% | Reduced |
| Moseley Investment Management Inc | 7,904 | $573.0K | 0.31% | −665−7.8% | Reduced |
| Bremer Bank National Association | 7,898 | $573.0K | 0.09% | −470−5.6% | Reduced |
| Asset Management Corp | 7,918 | $574.0K | 0.35% | −997−11.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 7,926 | $575.0K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,947 | $576.0K | 0.11% | +342+4.5% | Added |
| Invst, LLC | 7,791 | $578.0K | 0.10% | −79−1.0% | Reduced |
| Probity Advisors, Inc. | 7,992 | $579.0K | 0.12% | −50−0.6% | Reduced |
| Cornerstone Advisory, LLC | 8,002 | $580.0K | 0.09% | +1,524+23.5% | Added |
| Groesbeck Investment Management Corp | 8,100 | $587.0K | 0.66% | +8,100 | New |
| Mendel Money Management | 8,096 | $587.0K | 0.29% | +8,096 | New |
| Advisors Capital Management, LLC | 8,109 | $588.0K | 0.02% | −1,477−15.4% | Reduced |
| MEMBERS Trust Co | 8,105 | $588.0K | 0.02% | +12+0.1% | Added |
| Seven Eight Capital, LP | 8,141 | $590.0K | 0.08% | +8,141 | New |
| Cadence Bank NA | 8,172 | $592.0K | 0.16% | +43+0.5% | Added |
| Means Investment Co., Inc. | 8,173 | $593.0K | 0.11% | +1,625+24.8% | Added |
| West Family Investments, Inc. | 8,197 | $594.0K | 0.17% | +33+0.4% | Added |
| Country Trust Bank | 8,212 | $595.0K | 0.02% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 8,221 | $596.0K | 0.27% | 00.0% | Unchanged |
| Novare Capital Management LLC | 8,224 | $596.0K | 0.06% | +1,953+31.1% | Added |
| Gables Capital Management Inc. | 8,231 | $597.0K | 0.37% | 00.0% | Unchanged |
| Beacon Financial Group | 8,227 | $601.0K | 0.08% | +101+1.2% | Added |
| Firethorn Wealth Partners, LLC | 8,304 | $602.0K | 0.46% | −9−0.1% | Reduced |
| First National Bank of South Miami | 8,334 | $604.0K | 0.37% | −60−0.7% | Reduced |
| Perigon Wealth Management, LLC | 8,328 | $604.0K | 0.04% | +349+4.4% | Added |
| Lumature Wealth Partners, LLC | 8,343 | $605.0K | 0.24% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 8,341 | $605.0K | 0.02% | +3,843+85.4% | Added |
| Perpetual Investment Management Ltd | 8,384 | $608.0K | 0.08% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,415 | $610.0K | 0.06% | −98−1.2% | Reduced |
| Allegheny Financial Group LTD | 8,470 | $614.0K | 0.26% | +57+0.7% | Added |
| Sentry Investment Management LLC | 8,487 | $615.0K | 0.20% | −1,797−17.5% | Reduced |
| Private Advisory Group LLC | 8,489 | $616.0K | 0.12% | +8,489 | New |
| CSM Advisors, LLC | 8,526 | $618.0K | 0.04% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 8,526 | $618.0K | 0.09% | 00.0% | Unchanged |
| NTB Financial Corp | 8,535 | $619.0K | 0.44% | +6+0.1% | Added |
| FineMark National Bank & Trust | 8,539 | $619.0K | 0.02% | +174+2.1% | Added |
| Meiji Yasuda Life Insurance Co | 8,547 | $620.0K | 0.01% | −1,526−15.1% | Reduced |
| Symmetry Partners, LLC | 8,571 | $621.0K | 0.04% | 00.0% | Unchanged |
| W Advisors, LLC | 8,574 | $621.0K | 0.47% | +507+6.3% | Added |
| Coldstream Capital Management Inc | 8,595 | $623.0K | 0.02% | +289+3.5% | Added |
| Assenagon Asset Management S.A. | 8,600 | $624.0K | 0.00% | +77+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 8,647 | $627.0K | 0.04% | +243+2.9% | Added |
| KMG Fiduciary Partners, LLC | 8,654 | $628.0K | 0.10% | +100+1.2% | Added |
| Howard Capital Management Group, LLC | 8,698 | $631.0K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,713 | $632.0K | 0.01% | +912+11.7% | Added |
| Carmichael Hill & Associates, Inc. | 8,743 | $634.0K | 0.32% | −387−4.2% | Reduced |
| Exchange Traded Concepts, LLC | 8,795 | $638.0K | 0.01% | −557−6.0% | Reduced |
| Archer Investment Corp | 8,800 | $639.1K | 0.23% | 00.0% | Unchanged |
| Intersect Capital LLC | 8,859 | $642.0K | 0.12% | +451+5.4% | Added |
| Ritholtz Wealth Management | 8,852 | $642.0K | 0.04% | +1,098+14.2% | Added |
| Renasant Bank | 8,857 | $642.0K | 0.43% | +1,450+19.6% | Added |
| HM Capital Management, LLC | 8,855 | $642.0K | 0.23% | +4,215+90.8% | Added |
| Nations Financial Group Inc, | 8,871 | $643.0K | 0.08% | +1,177+15.3% | Added |
| Murphy Capital Management Inc | 8,909 | $646.0K | 0.07% | −2,075−18.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,917 | $647.0K | 0.22% | +400+4.7% | Added |
| Home Federal Bank of Tennessee | 8,925 | $648.0K | 0.22% | −1,222−12.0% | Reduced |
| Great Valley Advisor Group, Inc. | 9,028 | $648.0K | 0.04% | +514+6.0% | Added |
| Fund Management at Engine No. 1 LLC | 8,972 | $651.0K | 0.16% | +8,972 | New |
| Claro Advisors LLC | 9,502 | $652.0K | 0.23% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 9,000 | $653.0K | 0.08% | +9,000 | New |
| Edge Capital Group, LLC | 9,025 | $654.0K | 0.04% | −890−9.0% | Reduced |
| Grimes & Company, Inc. | 9,023 | $654.0K | 0.03% | −89−1.0% | Reduced |
| North Star Investment Management Corp. | 9,040 | $655.0K | 0.05% | 00.0% | Unchanged |