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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 9,026 | $655.0K | 0.12% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 9,037 | $655.0K | 0.06% | +13+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 9,036 | $655.0K | 0.15% | +279+3.2% | Added |
| Guardian Wealth Advisors, LLC | 9,030 | $655.0K | 0.28% | +9,030 | New |
| Wells Trecaso Financial Group, LLC | 9,055 | $657.0K | 0.29% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 9,060 | $657.0K | 0.04% | +519+6.1% | Added |
| Caldwell Trust Co | 9,111 | $660.6K | 0.08% | −1,173−11.4% | Reduced |
| Jones Financial Companies LLLP | 9,184 | $666.0K | 0.00% | +1,896+26.0% | Added |
| Alpha Cubed Investments, LLC | 9,193 | $667.0K | 0.04% | −250−2.6% | Reduced |
| Ancora Advisors, LLC | 9,207 | $668.0K | 0.02% | −536−5.5% | Reduced |
| Financial Advocates Investment Management | 9,221 | $669.0K | 0.04% | −267−2.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 9,241 | $670.0K | 0.05% | +75+0.8% | Added |
| Clark Financial Advisors | 9,252 | $671.0K | 0.63% | 00.0% | Unchanged |
| Essex Savings Bank | 9,254 | $671.0K | 0.22% | +1,840+24.8% | Added |
| AlphaCrest Capital Management LLC | 9,247 | $671.0K | 0.04% | +5,886+175.1% | Added |
| Jmac Enterprises LLC | 9,302 | $674.0K | 0.16% | +30.0% | Added |
| Eagle Strategies LLC | 9,306 | $675.0K | 0.26% | +42+0.5% | Added |
| LVZ Advisors, Inc. | 9,303 | $675.0K | 0.09% | +329+3.7% | Added |
| Conning Inc. | 9,394 | $681.0K | 0.02% | −1,150−10.9% | Reduced |
| Congress Asset Management Co | 9,385 | $681.0K | 0.01% | −100−1.1% | Reduced |
| Community Bank, N.A. | 9,444 | $685.0K | 0.08% | −9,254−49.5% | Reduced |
| GoalVest Advisory LLC | 9,449 | $685.0K | 0.39% | +9,449 | New |
| Benin Management CORP | 9,462 | $686.0K | 0.21% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 9,464 | $686.0K | 0.05% | +9,464 | New |
| Insight Inv LLC | 9,490 | $688.0K | 0.62% | +1,595+20.2% | Added |
| Versor Investments LP | 9,529 | $691.0K | 0.03% | +5,629+144.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 9,587 | $695.0K | 0.55% | +5+0.1% | Added |
| Verity Asset Management, Inc. | 9,592 | $696.0K | 0.44% | +1,196+14.2% | Added |
| Bradley Foster & Sargent Inc | 9,631 | $698.0K | 0.01% | −231−2.3% | Reduced |
| Simplicity Wealth,LLC | 9,634 | $699.0K | 0.68% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 9,651 | $700.0K | 0.11% | +292+3.1% | Added |
| Valeo Financial Advisors, LLC | 9,677 | $702.0K | 0.04% | +2,991+44.7% | Added |
| Eastover Investment Advisors LLC | 9,729 | $705.0K | 0.37% | +9,729 | New |
| People's United Financial, Inc. | 9,793 | $710.0K | 0.02% | −662−6.3% | Reduced |
| Acorn Wealth Advisors, LLC | 9,833 | $713.0K | 0.49% | +84+0.9% | Added |
| Archford Capital Strategies, LLC | 9,611 | $715.0K | 0.16% | +1,915+24.9% | Added |
| Zeke Capital Advisors, LLC | 9,861 | $715.0K | 0.04% | +9,861 | New |
| Sunburst Financial Group, LLC | 9,881 | $716.0K | 0.35% | −302−3.0% | Reduced |
| EPG Wealth Management LLC | 9,887 | $717.0K | 0.25% | +960+10.8% | Added |
| Denali Advisors LLC | 9,900 | $718.0K | 0.28% | −700−6.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 9,892 | $718.0K | 0.46% | +1,180+13.5% | Added |
| Marco Investment Management LLC | 9,920 | $719.0K | 0.07% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 10,033 | $727.0K | 0.06% | +27+0.3% | Added |
| Clarius Group, LLC | 10,612 | $728.0K | 0.06% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 10,072 | $730.0K | 0.06% | −79−0.8% | Reduced |
| Sand Hill Global Advisors, LLC | 10,066 | $730.0K | 0.04% | +10,066 | New |
| Sunbelt Securities, Inc. | 10,093 | $732.0K | 0.13% | −989−8.9% | Reduced |
| Arrow Financial Corp | 10,140 | $735.0K | 0.09% | 00.0% | Unchanged |
| Wrapmanager Inc | 10,140 | $735.0K | 0.20% | +88+0.9% | Added |
| Palladium Partners LLC | 10,130 | $735.0K | 0.03% | +144+1.4% | Added |
| Quadrature Capital Ltd | 10,149 | $736.0K | 0.03% | −5,848−36.6% | Reduced |
| St. Johns Investment Management Company, LLC | 10,149 | $736.0K | 0.39% | +137+1.4% | Added |
| Accurate Wealth Management, LLC | 10,147 | $736.0K | 0.33% | +792+8.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,157 | $737.0K | 0.10% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 10,189 | $739.0K | 0.21% | −584−5.4% | Reduced |
| Red Wave Investments LLC | 10,216 | $741.0K | 0.26% | +3,995+64.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,241 | $743.0K | 0.22% | +76+0.7% | Added |
| B. Riley Wealth Management, Inc. | 10,321 | $748.0K | 0.06% | −2,993−22.5% | Reduced |
| Cornerstone Management, Inc. | 10,329 | $749.0K | 0.18% | +10.0% | Added |
| Monetary Management Group Inc | 10,376 | $752.0K | 0.20% | 00.0% | Unchanged |
| Change Path, LLC | 10,365 | $752.0K | 0.04% | +1,535+17.4% | Added |
| Element Capital Management LLC | 10,391 | $753.0K | 0.38% | +10,391 | New |
| Successful Portfolios LLC | 10,424 | $756.0K | 0.43% | +75+0.7% | Added |
| Silver Oak Securities, Inc | 10,097 | $758.0K | 0.15% | +10,097 | New |
| Virtu Financial LLC | 10,512 | $762.0K | 0.06% | +10,512 | New |
| Nwam LLC | 10,522 | $763.0K | 0.06% | +1,838+21.2% | Added |
| First Dallas Securities Inc. | 10,574 | $767.0K | 0.43% | −250−2.3% | Reduced |
| First National Corp | 10,650 | $772.0K | 0.16% | −192−1.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,690 | $775.0K | 0.20% | +227+2.2% | Added |
| First Farmers & Merchants Bank / Trust | 10,697 | $776.0K | 0.83% | −977−8.4% | Reduced |
| Exane Derivatives | 10,744 | $779.0K | 0.22% | +2,171+25.3% | Added |
| Greenleaf Trust | 10,740 | $779.0K | 0.01% | +804+8.1% | Added |
| Fiduciary Trust Co | 10,793 | $782.0K | 0.01% | −480−4.3% | Reduced |
| Linscomb & Williams, Inc. | 10,782 | $782.0K | 0.04% | +200+1.9% | Added |
| Vident Investment Advisory, LLC | 10,799 | $784.0K | 0.02% | −482−4.3% | Reduced |
| Atlas Brown,Inc. | 10,809 | $784.0K | 0.32% | −13−0.1% | Reduced |
| Valmark Advisers, Inc. | 10,819 | $784.0K | 0.01% | +1,005+10.2% | Added |
| Advisor OS, LLC | 10,883 | $790.0K | 0.23% | +3,325+44.0% | Added |
| Henshaw Capital LLC | 10,940 | $793.3K | 0.05% | −1,348−11.0% | Reduced |
| Sawtooth Solutions, LLC | 10,963 | $795.0K | 0.10% | +2,743+33.4% | Added |
| Bartlett & Co. LLC | 11,023 | $799.0K | 0.01% | +15+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 11,023 | $799.2K | 0.01% | +15+0.1% | Added |
| Virtue Capital Management, LLC | 11,093 | $804.0K | 0.13% | +2,720+32.5% | Added |
| Diversified Trust Co | 11,108 | $805.0K | 0.03% | −2,966−21.1% | Reduced |
| Chesley Taft & Associates LLC | 10,652 | $805.0K | 0.05% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 11,124 | $807.0K | 0.29% | 00.0% | Unchanged |
| Comerica Securities,inc. | 11,123 | $807.0K | 0.05% | +24+0.2% | Added |
| Farmers Trust Co | 11,217 | $813.0K | 0.17% | −253−2.2% | Reduced |
| Summit Financial Group Inc | 11,218 | $814.0K | 0.28% | −200−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 11,272 | $817.0K | 0.21% | +651+6.1% | Added |
| Allred Capital Management, LLC | 11,405 | $826.0K | 0.44% | −79−0.7% | Reduced |
| Juncture Wealth Strategies, LLC | 11,411 | $827.0K | 0.39% | −200−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 11,425 | $828.0K | 0.09% | +272+2.4% | Added |
| Silverlake Wealth Management LLC | 11,431 | $828.9K | 0.47% | +35+0.3% | Added |
| Nicollet Investment Management, Inc. | 11,461 | $831.0K | 0.37% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 11,541 | $837.0K | 0.57% | +50.0% | Added |
| L.M. Kohn & Company | 11,535 | $837.0K | 0.32% | +11,535 | New |
| Global Retirement Partners, LLC | 11,065 | $838.0K | 0.07% | +11,065 | New |
| Centre Asset Management, LLC | 11,570 | $839.0K | 0.27% | −53−0.5% | Reduced |
| Palumbo Wealth Management LLC | 11,589 | $840.0K | 0.54% | +233+2.1% | Added |