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 |
|---|---|---|---|---|---|
| FLC Capital Advisors | 3,940 | $286.0K | 0.08% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,932 | $285.0K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $285.0K | 0.09% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 3,937 | $285.0K | 0.06% | +732+22.8% | Added |
| S.E.E.D. Planning Group LLC | 3,921 | $284.0K | 0.12% | +141+3.7% | Added |
| Peak Asset Management, LLC | 3,900 | $283.0K | 0.07% | −124−3.1% | Reduced |
| Beck Mack & Oliver LLC | 3,900 | $283.0K | 0.01% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,904 | $283.0K | 0.14% | +36+0.9% | Added |
| David Loasby | 3,705 | $283.0K | 0.04% | +211+6.0% | Added |
| Brown, Lisle/Cummings, Inc. | 3,891 | $282.2K | 0.14% | +5+0.1% | Added |
| ML & R Wealth Management LLC | 3,876 | $281.0K | 0.10% | +538+16.1% | Added |
| Cypress Capital Management LLC | 3,860 | $280.0K | 0.04% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 3,890 | $280.0K | 0.61% | +3,890 | New |
| Syverson Strege & Co | 3,828 | $278.0K | 0.30% | +37+1.0% | Added |
| Childress Capital Advisors, LLC | 3,800 | $277.0K | 0.10% | −147−3.7% | Reduced |
| Fieldpoint Private Securities, LLC | 3,819 | $277.0K | 0.06% | +874+29.7% | Added |
| Client 1st Advisory Group, LLC | 3,805 | $276.0K | 0.13% | +483+14.5% | Added |
| Sutton Wealth Advisors Inc. | 3,771 | $273.4K | 0.09% | +31+0.8% | Added |
| Robertson Stephens Wealth Management, LLC | 3,764 | $272.0K | 0.02% | +90+2.4% | Added |
| Athena Investment Management | 3,663 | $270.0K | 0.21% | +3,663 | New |
| Octavia Wealth Advisors, LLC | 3,691 | $268.0K | 0.06% | +45+1.2% | Added |
| Waldron Private Wealth LLC | 3,707 | $268.0K | 0.01% | +294+8.6% | Added |
| Davis R M Inc | 3,677 | $267.0K | 0.01% | −1,410−27.7% | Reduced |
| Chicago Partners Investment Group LLC | 3,608 | $266.0K | 0.02% | +517+16.7% | Added |
| TruWealth Advisors, LLC | 3,635 | $264.0K | 0.03% | +2+0.1% | Added |
| Samalin Investment Counsel, LLC | 3,625 | $263.0K | 0.16% | +8+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 3,593 | $261.0K | 0.14% | −75−2.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,591 | $260.0K | 0.16% | +15+0.4% | Added |
| Gray Wealth Management Inc. | 3,583 | $260.0K | 0.13% | +5+0.1% | Added |
| FSA Wealth Management LLC | 3,774 | $259.0K | 0.15% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 3,560 | $258.1K | 0.09% | +3,560 | New |
| Fulton Breakefield Broenniman LLC | 3,549 | $257.0K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,550 | $257.0K | 0.06% | +300+9.2% | Added |
| Round Rock Advisors, LLC | 3,534 | $256.0K | 0.10% | +3,534 | New |
| Zullo Investment Group, Inc. | 3,518 | $255.0K | 0.13% | −88−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 3,520 | $255.0K | 0.00% | +456+14.9% | Added |
| Mairs & Power Inc | 3,500 | $254.0K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $254.0K | 0.05% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,501 | $254.0K | 0.09% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 3,498 | $254.0K | 0.32% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3,507 | $254.0K | 0.10% | +3,148+876.9% | Added |
| Meadow Creek Wealth Advisors LLC | 3,490 | $253.0K | 0.27% | −5,622−61.7% | Reduced |
| Boston Financial Mangement LLC | 3,488 | $253.0K | 0.01% | +3,488 | New |
| AMG National Trust Bank | 3,479 | $252.0K | 0.01% | −2,373−40.6% | Reduced |
| Carmel Capital Partners, LLC | 3,476 | $252.0K | 0.21% | +95+2.8% | Added |
| DF Dent & Co Inc | 3,462 | $251.0K | 0.00% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,462 | $251.0K | 0.02% | +10.0% | Added |
| D. E. Shaw & Co., Inc. | 3,442 | $250.0K | 0.00% | −65,534−95.0% | Reduced |
| Nadler Financial Group, Inc. | 3,451 | $250.0K | 0.04% | −259−7.0% | Reduced |
| Heritage Wealth Advisors | 3,452 | $250.0K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,453 | $250.0K | 0.07% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,437 | $249.0K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,433 | $249.0K | 0.08% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,432 | $248.8K | 0.26% | −90−2.6% | Reduced |
| Private Portfolio Partners LLC | 3,420 | $248.0K | 0.06% | +3,420 | New |
| Iowa State Bank | 3,427 | $248.0K | 0.06% | −1,200−25.9% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,353 | $248.0K | 0.13% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,417 | $248.0K | 0.11% | +3,417 | New |
| Milestone Advisory Partners | 3,408 | $247.0K | 0.13% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,400 | $247.0K | 0.01% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,404 | $246.0K | 0.12% | −254−6.9% | Reduced |
| Nikulski Financial, Inc. | 3,390 | $246.0K | 0.10% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,383 | $245.0K | 0.04% | +3,383 | New |
| OmniStar Financial Group, Inc. | 3,374 | $244.0K | 0.24% | +10.0% | Added |
| West Paces Advisors Inc. | 3,356 | $243.3K | 0.08% | −1,870−35.8% | Reduced |
| WealthPLAN Partners, LLC | 3,264 | $240.0K | 0.02% | −403−11.0% | Reduced |
| Capstone Financial Advisors, Inc. | 3,307 | $240.0K | 0.02% | −77−2.3% | Reduced |
| Campbell Wealth Management | 3,316 | $240.0K | 0.03% | +9+0.3% | Added |
| WealthPlan Investment Management, LLC | 3,264 | $240.0K | 0.02% | +3,264 | New |
| Investors Asset Management of Georgia Inc | 3,293 | $239.0K | 0.12% | 00.0% | Unchanged |
| Bluestein R H & Co | 3,300 | $239.0K | 0.01% | 00.0% | Unchanged |
| Strategic Capital Advisers, Inc. | 3,300 | $239.0K | 0.18% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,300 | $239.0K | 0.01% | +3,300 | New |
| Charles Carroll Financial Partners, LLC | 3,300 | $239.0K | 0.25% | +3,300 | New |
| WealthTrust Asset Management, LLC | 3,264 | $237.0K | 0.17% | −72−2.2% | Reduced |
| Freedman Financial Associates, Inc. | 3,240 | $237.0K | 0.16% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 3,265 | $237.0K | 0.15% | +3,265 | New |
| Sweet Financial Partners, LLC | 3,272 | $237.0K | 0.06% | +3,272 | New |
| Vontobel Holding Ltd. | 3,258 | $236.0K | 0.00% | −1,922−37.1% | Reduced |
| Sonora Investment Management Group, LLC | 3,253 | $236.0K | 0.03% | −486−13.0% | Reduced |
| Salem Capital Management Inc | 3,250 | $236.0K | 0.13% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,261 | $236.0K | 0.02% | +29+0.9% | Added |
| Wealth Management Associates, Inc. | 3,250 | $235.7K | 0.13% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,245 | $235.0K | 0.11% | −58−1.8% | Reduced |
| CRA Financial Services, LLC | 3,237 | $235.0K | 0.07% | 00.0% | Unchanged |
| Vicus Capital | 3,236 | $235.0K | 0.02% | +3,236 | New |
| 55I, LLC | 3,220 | $234.0K | 0.01% | −293−8.3% | Reduced |
| Trinity Legacy Partners, LLC | 3,234 | $234.0K | 0.08% | 00.0% | Unchanged |
| Monument Capital Management | 3,220 | $234.0K | 0.08% | +3,220 | New |
| Bangor Savings Bank | 3,225 | $233.0K | 0.02% | −375−10.4% | Reduced |
| Whittier Trust Co | 3,193 | $232.0K | 0.00% | −630−16.5% | Reduced |
| Echo Street Capital Management LLC | 3,191 | $231.0K | 0.00% | +3,191 | New |
| Patten Group, Inc. | 3,169 | $230.0K | 0.06% | −150−4.5% | Reduced |
| Klingenstein Fields & Co LP | 3,178 | $230.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,166 | $230.0K | 0.04% | +15+0.5% | Added |
| Madrona Financial Services, LLC | 3,030 | $230.0K | 0.11% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 3,165 | $229.0K | 0.14% | −8,091−71.9% | Reduced |
| Bank of Nova Scotia Trust Co | 3,158 | $229.0K | 0.02% | −6−0.2% | Reduced |
| Biltmore Wealth Management, LLC | 3,164 | $229.0K | 0.09% | +2+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 3,143 | $228.0K | 0.11% | −89−2.8% | Reduced |