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 |
|---|---|---|---|---|---|
| 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 |
| Vista Capital Partners, Inc. | 9,000 | $653.0K | 0.08% | +9,000 | New |
| Claro Advisors LLC | 9,502 | $652.0K | 0.23% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 8,972 | $651.0K | 0.16% | +8,972 | New |
| 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 |
| Walter & Keenan Financial Consulting Co | 8,917 | $647.0K | 0.22% | +400+4.7% | Added |
| Murphy Capital Management Inc | 8,909 | $646.0K | 0.07% | −2,075−18.9% | Reduced |
| Nations Financial Group Inc, | 8,871 | $643.0K | 0.08% | +1,177+15.3% | Added |
| 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 |
| Archer Investment Corp | 8,800 | $639.1K | 0.23% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8,795 | $638.0K | 0.01% | −557−6.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,743 | $634.0K | 0.32% | −387−4.2% | Reduced |
| Equitable Holdings, Inc. | 8,713 | $632.0K | 0.01% | +912+11.7% | Added |
| Howard Capital Management Group, LLC | 8,698 | $631.0K | 0.06% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 8,654 | $628.0K | 0.10% | +100+1.2% | Added |
| Vestmark Advisory Solutions, Inc. | 8,647 | $627.0K | 0.04% | +243+2.9% | Added |
| Assenagon Asset Management S.A. | 8,600 | $624.0K | 0.00% | +77+0.9% | Added |
| Coldstream Capital Management Inc | 8,595 | $623.0K | 0.02% | +289+3.5% | Added |
| 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 |
| Meiji Yasuda Life Insurance Co | 8,547 | $620.0K | 0.01% | −1,526−15.1% | Reduced |
| 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 |
| 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 |
| Private Advisory Group LLC | 8,489 | $616.0K | 0.12% | +8,489 | New |
| Sentry Investment Management LLC | 8,487 | $615.0K | 0.20% | −1,797−17.5% | Reduced |
| Allegheny Financial Group LTD | 8,470 | $614.0K | 0.26% | +57+0.7% | Added |
| Cape Cod Five Cents Savings Bank | 8,415 | $610.0K | 0.06% | −98−1.2% | Reduced |
| Perpetual Investment Management Ltd | 8,384 | $608.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| Firethorn Wealth Partners, LLC | 8,304 | $602.0K | 0.46% | −9−0.1% | Reduced |
| Beacon Financial Group | 8,227 | $601.0K | 0.08% | +101+1.2% | Added |
| Gables Capital Management Inc. | 8,231 | $597.0K | 0.37% | 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 |
| Country Trust Bank | 8,212 | $595.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 8,197 | $594.0K | 0.17% | +33+0.4% | Added |
| Means Investment Co., Inc. | 8,173 | $593.0K | 0.11% | +1,625+24.8% | Added |
| Cadence Bank NA | 8,172 | $592.0K | 0.16% | +43+0.5% | Added |
| Seven Eight Capital, LP | 8,141 | $590.0K | 0.08% | +8,141 | 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 |
| 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 |
| Cornerstone Advisory, LLC | 8,002 | $580.0K | 0.09% | +1,524+23.5% | Added |
| Probity Advisors, Inc. | 7,992 | $579.0K | 0.12% | −50−0.6% | Reduced |
| Invst, LLC | 7,791 | $578.0K | 0.10% | −79−1.0% | Reduced |
| Aviance Capital Partners, LLC | 7,947 | $576.0K | 0.11% | +342+4.5% | Added |
| Industrial Alliance Investment Management Inc. | 7,926 | $575.0K | 0.01% | 00.0% | Unchanged |
| Asset Management Corp | 7,918 | $574.0K | 0.35% | −997−11.2% | 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 |
| Cornerstone Wealth Group, LLC | 7,872 | $571.0K | 0.10% | −50−0.6% | Reduced |
| Richwood Investment Advisors, LLC | 7,865 | $570.0K | 0.51% | +2,000+34.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,849 | $569.0K | 0.10% | +1,098+16.3% | Added |
| 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 |
| First Hawaiian Bank | 7,728 | $561.0K | 0.02% | −4−0.1% | 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 |
| BLB&B Advisors, LLC | 7,700 | $558.0K | 0.04% | −35−0.5% | Reduced |
| Element Wealth, LLC | 7,683 | $557.0K | 0.45% | −917−10.7% | Reduced |
| McLean Asset Management Corp | 7,662 | $556.0K | 0.41% | +27+0.4% | Added |
| Bath Savings Trust Co | 7,627 | $553.0K | 0.06% | −190−2.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,614 | $552.0K | 0.02% | −37−0.5% | Reduced |
| Peninsula Asset Management Inc | 7,590 | $551.0K | 0.28% | −200−2.6% | Reduced |
| CoreFirst Bank & Trust | 7,577 | $549.0K | 0.38% | −1,373−15.3% | Reduced |
| Independent Financial Group, LLC | 7,566 | $548.7K | 0.04% | −81−1.1% | Reduced |
| Woodward Diversified Capital, LLC | 7,537 | $547.0K | 0.36% | +882+13.3% | Added |
| 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 |
| Glenview Trust Co | 7,482 | $543.0K | 0.02% | −5−0.1% | Reduced |
| 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 |
| Summitry LLC | 7,450 | $540.0K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,423 | $538.0K | 0.10% | +857+13.1% | Added |
| Duality Advisers, LP | 7,385 | $535.0K | 0.06% | +7,385 | New |
| 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 |
| MAI Capital Management | 7,356 | $533.0K | 0.01% | −591−7.4% | Reduced |
| Intrua Financial, LLC | 7,319 | $531.0K | 0.10% | −102−1.4% | Reduced |
| Northstar Advisory Group, LLC | 7,279 | $528.0K | 0.34% | +635+9.6% | Added |
| 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 |
| Wealth Advisory Solutions, LLC | 7,177 | $520.0K | 0.11% | +7,177 | 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 |
| Graybill Bartz & Assoc Ltd | 7,144 | $518.0K | 0.25% | +7,144 | New |
| Lowe Brockenbrough & Co Inc | 7,131 | $517.0K | 0.04% | +806+12.7% | Added |