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 |
|---|---|---|---|---|---|
| LCNB Corp | 7,118 | $516.0K | 0.24% | −125−1.7% | Reduced |
| Arden Trust Co | 7,105 | $515.0K | 0.10% | −7,569−51.6% | Reduced |
| Northwest Bancshares, Inc. | 7,086 | $514.0K | 0.10% | −9,043−56.1% | Reduced |
| 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 |
| City State Bank | 7,035 | $510.0K | 0.31% | 00.0% | Unchanged |
| David J Yvars Group | 7,017 | $509.0K | 0.35% | +4+0.1% | Added |
| Ahrens Investment Partners LLC | 7,012 | $508.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Scotia Capital Inc. | 6,936 | $503.0K | 0.00% | −116−1.6% | Reduced |
| Camden Capital, LLC | 6,920 | $502.0K | 0.11% | −8,098−53.9% | Reduced |
| 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 |
| 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 |
| Arete Wealth Advisors, LLC | 6,886 | $499.0K | 0.04% | +619+9.9% | Added |
| Marcum Wealth, LLC | 6,865 | $498.0K | 0.07% | +1,360+24.7% | 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 |
| Cohen Investment Advisors LLC | 6,832 | $495.0K | 0.37% | +70+1.0% | Added |
| IVC Wealth Advisors LLC | 6,796 | $493.0K | 0.32% | +171+2.6% | Added |
| Mechanics Financial Corp | 6,726 | $488.0K | 0.25% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,718 | $487.0K | 0.27% | +2,875+74.8% | Added |
| Valley Brook Capital Group | 6,712 | $486.0K | 0.42% | +20.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,675 | $484.0K | 0.24% | +500+8.1% | Added |
| Equitable Trust Co | 6,638 | $482.0K | 0.03% | +1,569+31.0% | Added |
| Davy Global Fund Management Ltd | 6,621 | $480.0K | 0.08% | −465−6.6% | Reduced |
| Verus Financial Partners, Inc. | 6,345 | $479.0K | 0.07% | +440+7.5% | Added |
| 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 |
| Greylin Investment Mangement Inc | 6,575 | $477.0K | 0.08% | −300−4.4% | 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 |
| Covington Capital Management | 6,503 | $472.0K | 0.02% | −10−0.2% | Reduced |
| 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 |
| Baldwin Investment Management, LLC | 6,465 | $469.0K | 0.13% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 6,390 | $463.0K | 0.13% | −131−2.0% | Reduced |
| Fayez Sarofim & Co | 6,358 | $461.0K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,339 | $459.0K | 0.02% | +513+8.8% | 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 |
| Ashton Thomas Private Wealth, LLC | 6,296 | $456.5K | 0.04% | +337+5.7% | Added |
| First Citizens Bank & Trust Co | 6,271 | $455.0K | 0.02% | +806+14.7% | Added |
| Sunflower Bank, N.A. | 6,219 | $451.0K | 0.06% | −588−8.6% | Reduced |
| Telemus Capital, LLC | 6,194 | $449.0K | 0.04% | −663−9.7% | Reduced |
| Formidable Asset Management, LLC | 6,184 | $448.0K | 0.09% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 6,169 | $447.0K | 0.31% | +13+0.2% | Added |
| ACG Wealth | 6,134 | $445.0K | 0.08% | −2,612−29.9% | Reduced |
| NFP Retirement, Inc. | 6,126 | $444.3K | 0.11% | +6,126 | New |
| 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 |
| 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 |
| 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 |
| Cornerstone Wealth Management, LLC | 5,990 | $434.0K | 0.04% | −697−10.4% | Reduced |
| Meristem Family Wealth, LLC | 5,967 | $433.0K | 0.05% | −71−1.2% | Reduced |
| Duncker Streett & Co Inc | 5,960 | $432.0K | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,951 | $431.0K | 0.06% | +1,819+44.0% | Added |
| Glen Eagle Advisors, LLC | 5,941 | $430.8K | 0.11% | 00.0% | Unchanged |
| 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 |
| XML Financial, LLC | 5,904 | $428.0K | 0.05% | +205+3.6% | 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 |
| 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 |
| Relative Value Partners Group, LLC | 5,773 | $419.0K | 0.03% | +5,773 | New |
| 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 |
| 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 |
| Abound Wealth Management | 5,742 | $416.4K | 0.30% | +361+6.7% | Added |
| 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 |
| Heritage Investors Management Corp | 5,717 | $415.0K | 0.02% | −200−3.4% | Reduced |
| Wealthsource Partners, LLC | 5,713 | $414.0K | 0.03% | −1,939−25.3% | Reduced |
| LifePro Asset Management | 5,678 | $412.0K | 0.15% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,760 | $411.0K | 0.13% | +5,760 | New |
| 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 |
| 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 |
| Pinnacle Wealth Management Group, Inc. | 5,614 | $407.0K | 0.31% | 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 |
| Donald L. Hagan, LLC | 5,581 | $405.0K | 0.23% | 00.0% | Unchanged |
| 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 |