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 |
|---|---|---|---|---|---|
| Crossvault Capital Management LLC | 5,575 | $404.0K | 0.13% | +100+1.8% | Added |
| Cedar Brook Financial Partners, LLC | 5,526 | $401.0K | 0.10% | −1,505−21.4% | Reduced |
| Keystone Financial Group | 5,535 | $401.0K | 0.07% | +93+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 5,540 | $401.0K | 0.11% | +5,540 | New |
| O'Brien Greene & Co. Inc | 5,515 | $400.0K | 0.13% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,507 | $399.0K | 0.23% | +250+4.8% | Added |
| Deseret Mutual Benefit Administrators | 5,486 | $398.0K | 0.08% | −766−12.3% | Reduced |
| Taylor Hoffman Wealth Management | 5,492 | $398.0K | 0.16% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,490 | $398.0K | 0.36% | +5,490 | New |
| JT Stratford LLC | 5,471 | $397.0K | 0.12% | −153−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,487 | $397.0K | 0.03% | −80−1.4% | Reduced |
| Rodgers Brothers Inc. | 5,443 | $395.0K | 0.07% | −8,075−59.7% | Reduced |
| Sandbox Financial Partners, LLC | 5,452 | $395.0K | 0.23% | −174−3.1% | Reduced |
| Pendal Group Limited | 5,451 | $395.0K | 0.00% | −29−0.5% | Reduced |
| Klingman & Associates, LLC | 5,454 | $395.0K | 0.03% | +5,454 | New |
| First National Bank & Trust Co of Newtown | 5,423 | $394.0K | 0.08% | −400−6.9% | Reduced |
| AlphaStar Capital Management, LLC | 5,422 | $393.0K | 0.03% | +747+16.0% | Added |
| Marble Harbor Investment Counsel, LLC | 5,392 | $391.0K | 0.05% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 5,406 | $391.0K | 0.26% | +29+0.5% | Added |
| Domani Wealth, LLC | 5,384 | $390.0K | 0.08% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 5,346 | $388.0K | 0.01% | −2,444−31.4% | Reduced |
| Aevitas Wealth Management, Inc. | 5,333 | $387.0K | 0.24% | −568−9.6% | Reduced |
| Campion Asset Management LLC | 5,340 | $387.0K | 0.33% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 5,326 | $386.0K | 0.24% | +61+1.2% | Added |
| Wambolt & Associates, LLC | 5,204 | $386.0K | 0.14% | +240+4.8% | Added |
| J. L. Bainbridge & Co., Inc. | 5,295 | $384.0K | 0.05% | −1,695−24.2% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,293 | $384.0K | 0.11% | +1,500+39.5% | Added |
| Private Capital Advisors, Inc. | 5,300 | $384.0K | 0.06% | +5,300 | New |
| Boothbay Fund Management, LLC | 5,289 | $384.0K | 0.01% | +5,289 | New |
| Soltis Investment Advisors LLC | 5,277 | $383.0K | 0.05% | −28,190−84.2% | Reduced |
| TCI Wealth Advisors, Inc. | 5,275 | $383.0K | 0.06% | +574+12.2% | Added |
| Cranbrook Wealth Management, LLC | 5,276 | $383.0K | 0.08% | +4,396+499.5% | Added |
| Cypress Capital Group | 5,265 | $382.0K | 0.05% | −5,499−51.1% | Reduced |
| Alaethes Wealth LLC | 5,275 | $382.0K | 0.24% | −25−0.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,234 | $380.0K | 0.01% | −180−3.3% | Reduced |
| REDW Wealth LLC | 5,236 | $380.0K | 0.11% | +5,236 | New |
| Inverness Counsel LLC | 5,221 | $379.0K | 0.02% | +102+2.0% | Added |
| Arcus Capital Partners, LLC | 5,215 | $378.0K | 0.13% | −70−1.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,200 | $377.0K | 0.08% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 5,112 | $374.0K | 0.27% | +546+12.0% | Added |
| KRS Capital Management, LLC | 5,148 | $373.0K | 0.40% | −41−0.8% | Reduced |
| Coastline Trust Co | 5,140 | $373.0K | 0.05% | +244+5.0% | Added |
| Patriot Investment Management Inc. | 5,142 | $372.0K | 0.03% | −496−8.8% | Reduced |
| Doliver Advisors, LP | 5,125 | $372.0K | 0.12% | +406+8.6% | Added |
| Pacific Wealth Strategies Group, Inc. | 5,106 | $370.0K | 0.16% | −5,162−50.3% | Reduced |
| Stonebridge Capital Advisors LLC | 5,109 | $370.0K | 0.04% | −220−4.1% | Reduced |
| Fusion Capital, LLC | 5,107 | $370.0K | 0.19% | +23+0.5% | Added |
| NovaPoint Capital, LLC | 5,088 | $369.0K | 0.13% | +366+7.8% | Added |
| Beese Fulmer Investment Management, Inc. | 5,065 | $367.0K | 0.04% | −755−13.0% | Reduced |
| Elmwood Wealth Management, Inc. | 5,043 | $366.0K | 0.19% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,052 | $366.0K | 0.03% | +118+2.4% | Added |
| WealthTrust Axiom LLC | 5,038 | $365.0K | 0.11% | +200+4.1% | Added |
| Exencial Wealth Advisors, LLC | 5,013 | $364.0K | 0.02% | −1,982−28.3% | Reduced |
| Paloma Partners Management Co | 5,019 | $364.0K | 0.03% | +5,019 | New |
| Connolly Sarah T. | 5,000 | $363.0K | 0.21% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,000 | $362.6K | 0.29% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,987 | $362.0K | 0.03% | −121−2.4% | Reduced |
| Lebenthal Global Advisors, LLC | 5,001 | $362.0K | 0.15% | +50+1.0% | Added |
| Ausdal Financial Partners, Inc. | 4,961 | $360.0K | 0.05% | −1,332−21.2% | Reduced |
| AMJ Financial Wealth Management | 4,967 | $360.0K | 0.14% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,734 | $360.0K | 0.01% | −177−3.6% | Reduced |
| Compton Capital Management Inc | 4,948 | $359.0K | 0.10% | 00.0% | Unchanged |
| First International Bank & Trust | 4,932 | $358.0K | 0.12% | +267+5.7% | Added |
| JB Capital LLC | 4,932 | $358.0K | 0.03% | +481+10.8% | Added |
| Wela Strategies, Inc. | 4,934 | $358.0K | 0.18% | +1,529+44.9% | Added |
| Eqis Capital Management, Inc. | 4,924 | $357.0K | 0.03% | −1,483−23.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,184 | $356.0K | 0.02% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,910 | $356.0K | 0.29% | −21−0.4% | Reduced |
| Modera Wealth Management, LLC | 4,908 | $356.0K | 0.02% | +793+19.3% | Added |
| Platform Technology Partners | 4,896 | $355.0K | 0.17% | −546−10.0% | Reduced |
| SFMG, LLC | 4,863 | $353.0K | 0.03% | −336−6.5% | Reduced |
| Glassman Wealth Services | 4,864 | $353.0K | 0.06% | +317+7.0% | Added |
| Bank of Stockton | 4,850 | $352.0K | 0.11% | −1,217−20.1% | Reduced |
| Independence Bank of Kentucky | 4,850 | $352.0K | 0.14% | −450−8.5% | Reduced |
| Kings Point Capital Management | 4,847 | $351.0K | 0.03% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 4,814 | $349.0K | 0.05% | −45−0.9% | Reduced |
| Rossmore Private Capital | 4,778 | $346.0K | 0.05% | +15+0.3% | Added |
| Triad Financial Advisors, Inc. | 4,765 | $346.0K | 0.19% | +55+1.2% | Added |
| Girard Partners Ltd. | 4,767 | $345.0K | 0.04% | −209−4.2% | Reduced |
| 1st Source Bank | 4,761 | $345.0K | 0.02% | −58−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 4,756 | $345.0K | 0.06% | +3+0.1% | Added |
| Lokken Investment Group LLC | 4,701 | $345.0K | 0.27% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 4,747 | $344.0K | 0.04% | −157−3.2% | Reduced |
| O'Rourke & Company, Inc | 4,739 | $344.0K | 0.24% | +68+1.5% | Added |
| Colonial Trust Advisors | 4,736 | $343.0K | 0.04% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 4,729 | $343.0K | 0.08% | +496+11.7% | Added |
| Old Second National Bank of Aurora | 4,726 | $343.0K | 0.09% | +133+2.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,734 | $343.0K | 0.11% | +1,226+34.9% | Added |
| Boston Research & Management Inc | 4,710 | $341.0K | 0.10% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,696 | $340.0K | 0.11% | −44−0.9% | Reduced |
| Hexagon Capital Partners LLC | 4,690 | $340.0K | 0.09% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 4,675 | $339.0K | 0.00% | −7,500−61.6% | Reduced |
| BCS Wealth Management | 4,669 | $339.0K | 0.14% | −3,708−44.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,675 | $339.0K | 0.10% | −662−12.4% | Reduced |
| Triton Wealth Management, PLLC | 4,898 | $339.0K | 0.18% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,680 | $339.0K | 0.06% | +1,225+35.5% | Added |
| Violich Capital Management, Inc. | 4,661 | $338.0K | 0.05% | −68−1.4% | Reduced |
| Redwood Financial Network Corp | 4,661 | $338.0K | 0.31% | +4,661 | New |
| Inscription Capital, LLC | 4,618 | $335.0K | 0.10% | +3+0.1% | Added |
| Applied Capital LLC | 4,621 | $335.0K | 0.21% | 00.0% | Unchanged |