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 |
|---|---|---|---|---|---|
| Brown Financial Advisory | 4,614 | $335.0K | 0.27% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,614 | $335.0K | 0.02% | +666+16.9% | Added |
| Seelaus Asset Management LLC | 4,610 | $334.0K | 0.20% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,600 | $334.0K | 0.01% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,590 | $333.0K | 0.02% | −169−3.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,582 | $332.0K | 0.00% | −500−9.8% | Reduced |
| Capital Investment Counsel, Inc | 4,580 | $332.0K | 0.07% | −200−4.2% | Reduced |
| Parsec Financial Management, Inc. | 4,571 | $331.0K | 0.01% | −287−5.9% | Reduced |
| apricus wealth, LLC | 4,325 | $331.0K | 0.27% | −20−0.5% | Reduced |
| Founders Financial Alliance, LLC | 4,564 | $331.0K | 0.15% | +1,608+54.4% | Added |
| PFG Advisors | 4,570 | $331.0K | 0.03% | +4,570 | New |
| Golden State Equity Partners | 4,552 | $330.0K | 0.17% | −77−1.7% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $330.0K | 0.30% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,554 | $330.0K | 0.05% | +37+0.8% | Added |
| BOK Financial Private Wealth, Inc. | 4,555 | $330.0K | 0.02% | +1,012+28.6% | Added |
| Sargent Bickham Lagudis LLC | 4,531 | $329.0K | 0.03% | −44−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 4,540 | $329.0K | 0.12% | +1,217+36.6% | Added |
| High Falls Advisors, Inc | 4,510 | $327.0K | 0.09% | +3+0.1% | Added |
| Black Diamond Financial, LLC | 4,511 | $327.0K | 0.10% | +4,511 | New |
| Hoylecohen, LLC | 4,495 | $326.0K | 0.03% | −5,585−55.4% | Reduced |
| Thrive Wealth Management, LLC | 4,503 | $326.0K | 0.10% | −368−7.6% | Reduced |
| Altfest L J & Co Inc | 4,489 | $326.0K | 0.06% | +7+0.2% | Added |
| RWM Asset Management, LLC | 4,501 | $326.0K | 0.06% | +459+11.4% | Added |
| Boenning & Scattergood, Inc. | 4,495 | $326.0K | 0.05% | +799+21.6% | Added |
| Benjamin Edwards Inc | 4,493 | $326.0K | 0.09% | +1,071+31.3% | Added |
| MJP Associates Inc | 4,486 | $325.0K | 0.08% | +1,115+33.1% | Added |
| Rehmann Capital Advisory Group | 4,478 | $324.7K | 0.03% | +37+0.8% | Added |
| Woodard & Co Asset Management Group Inc | 4,470 | $324.0K | 0.14% | −1,200−21.2% | Reduced |
| Forum Financial Management, LP | 4,474 | $324.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 4,470 | $324.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 4,440 | $322.0K | 0.01% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 4,432 | $321.0K | 0.87% | −41−0.9% | Reduced |
| Prio Wealth Limited Partnership | 4,424 | $321.0K | 0.01% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,412 | $320.0K | 0.20% | −1,000−18.5% | Reduced |
| Camelot Portfolios, LLC | 4,417 | $320.0K | 0.16% | −958−17.8% | Reduced |
| Investment House LLC | 4,403 | $319.0K | 0.02% | +3+0.1% | Added |
| Altman Advisors, Inc. | 4,400 | $319.0K | 0.16% | 00.0% | Unchanged |
| Resource Planning Group | 4,393 | $319.0K | 0.23% | +56+1.3% | Added |
| Tranquility Partners, LLC | 4,384 | $318.0K | 0.15% | +1,366+45.3% | Added |
| Minot Wealth Management LLC | 4,365 | $317.0K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,353 | $316.0K | 0.04% | −7,105−62.0% | Reduced |
| McGowan Group Asset Management, Inc. | 4,357 | $316.0K | 0.05% | +10.0% | Added |
| Spearhead Capital Advisors, LLC | 4,363 | $316.0K | 0.04% | +63+1.5% | Added |
| Kenfarb & Co. | 4,345 | $315.0K | 0.25% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,345 | $315.0K | 0.11% | +219+5.3% | Added |
| Moneta Group Investment Advisors LLC | 4,344 | $315.0K | 0.01% | +4,344 | New |
| Financial Management Professionals, Inc. | 4,336 | $314.0K | 0.07% | +244+6.0% | Added |
| Aaron Wealth Advisors | 22,768 | $314.0K | 0.01% | +22,768 | New |
| YHB Investment Advisors, Inc. | 4,314 | $313.0K | 0.03% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 4,300 | $312.0K | 0.12% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,126 | $310.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 4,275 | $310.0K | 0.01% | −66−1.5% | Reduced |
| Shorepoint Capital Partners LLC | 4,275 | $310.0K | 0.13% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,273 | $310.0K | 0.11% | +4,273 | New |
| Waterfront Wealth Inc. | 4,086 | $310.0K | 0.11% | +4,086 | New |
| Courier Capital LLC | 4,223 | $306.0K | 0.03% | −166−3.8% | Reduced |
| Journey Advisory Group, LLC | 4,223 | $306.0K | 0.08% | +4,223 | New |
| Thompson Investment Management, Inc. | 4,208 | $305.0K | 0.04% | −22−0.5% | Reduced |
| Eads & Heald Wealth Management | 4,205 | $305.0K | 0.14% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,202 | $305.0K | 0.11% | 00.0% | Unchanged |
| King Wealth | 4,209 | $305.0K | 0.06% | +1,000+31.2% | Added |
| American Trust | 4,195 | $304.0K | 0.02% | −397−8.6% | Reduced |
| BKD Wealth Advisors, LLC | 4,197 | $304.0K | 0.01% | +343+8.9% | Added |
| Altus Wealth Management, LLC | 4,173 | $303.0K | 0.21% | −220−5.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,177 | $302.9K | 0.08% | +344+9.0% | Added |
| Norwood Financial Corp | 4,158 | $302.0K | 0.44% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,160 | $302.0K | 0.04% | +4,160 | New |
| TD Waterhouse Canada Inc. | 4,017 | $301.4K | 0.00% | −34,300−89.5% | Reduced |
| Morris Financial Concepts, Inc. | 4,154 | $301.0K | 0.25% | −41−1.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,162 | $301.0K | 0.03% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,140 | $300.2K | 0.12% | +260+6.7% | Added |
| Steel Peak Wealth Management LLC | 4,132 | $300.0K | 0.02% | −6,123−59.7% | Reduced |
| Abacus Planning Group, Inc. | 4,141 | $300.0K | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,140 | $300.0K | 0.07% | +532+14.7% | Added |
| Advisory Alpha, LLC | 4,122 | $299.0K | 0.02% | −7,090−63.2% | Reduced |
| TRUE Private Wealth Advisors | 4,014 | $299.0K | 0.04% | −82−2.0% | Reduced |
| Vise Technologies, Inc. | 4,120 | $299.0K | 0.11% | +4,120 | New |
| Searle & Co. | 4,100 | $297.0K | 0.11% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 4,097 | $297.0K | 0.16% | +310+8.2% | Added |
| Providence First Trust Co | 4,087 | $296.0K | 0.14% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,078 | $296.0K | 0.04% | +4,078 | New |
| Hodges Capital Management Inc. | 4,050 | $294.0K | 0.02% | −474−10.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $294.0K | 0.04% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,057 | $294.0K | 0.04% | +87+2.2% | Added |
| Financial Engines Advisors L.L.C. | 4,059 | $294.0K | 0.00% | +4,059 | New |
| Godshalk Welsh Capital Management, Inc. | 4,035 | $293.0K | 0.18% | +115+2.9% | Added |
| SG Americas Securities, LLC | 4,017 | $291.0K | 0.00% | −29,040−87.8% | Reduced |
| Strategic Advisors LLC | 4,024 | $291.0K | 0.05% | +10.0% | Added |
| Fagan Associates, Inc. | 4,011 | $291.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,994 | $290.0K | 0.04% | −132−3.2% | Reduced |
| Lafayette Investments, Inc. | 4,000 | $290.0K | 0.07% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,000 | $290.0K | 0.07% | 00.0% | Unchanged |
| Schubert & Co | 3,995 | $290.0K | 0.32% | +94+2.4% | Added |
| American State Bank (Iowa) | 3,998 | $289.9K | 0.20% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,988 | $289.0K | 0.01% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,989 | $289.0K | 0.23% | +44+1.1% | Added |
| Royal Fund Management, LLC | 3,987 | $289.0K | 0.04% | +122+3.2% | Added |
| WMS Partners, LLC | 3,987 | $289.0K | 0.04% | +3,987 | New |
| Colonial River Wealth Management, LLC | 3,959 | $287.0K | 0.17% | −527−11.7% | Reduced |
| Live Oak Private Wealth LLC | 3,947 | $286.0K | 0.06% | 00.0% | Unchanged |