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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ1 2022: 1,700 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ1 2022: $47.3B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2021.

Institutions holding SO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wedgewood Investors Inc3,150$228.0K0.28%00.0%Unchanged
Tufton Capital Management3,145$228.0K0.04%−3−0.1%Reduced
Coho Partners, Ltd.3,139$228.0K0.00%00.0%Unchanged
Flputnam Investment Management Co3,143$228.0K0.01%+3,143New
Evergreen Capital Management LLC3,138$228.0K0.01%+3,138New
Axxcess Wealth Management, LLC3,143$228.0K0.02%+3,143New
North Star Asset Management Inc3,127$227.0K0.01%00.0%Unchanged
Bridgefront Capital, LLC3,130$227.0K0.28%+3,130New
Summit Wealth Partners, LLC3,120$226.2K0.05%00.0%Unchanged
JJJ Advisors Inc.3,123$226.0K0.06%00.0%Unchanged
Graypoint LLC3,123$226.0K0.02%+3,123New
Hemenway Trust Co LLC3,100$225.0K0.02%00.0%Unchanged
Brendel Financial Advisors LLC3,100$225.0K0.12%00.0%Unchanged
Wealthspan Partners, LLC3,072$223.0K0.20%+3+0.1%Added
Truvestments Capital LLC3,078$223.0K0.12%+118+4.0%Added
Hightower 6M Holding, LLC3,073$223.0K0.02%+3,073New
Lenox Wealth Advisors, LLC2,905$222.0K0.03%−243−7.7%Reduced
American Trust Investment Advisors, LLC3,056$222.0K0.11%+120+4.1%Added
Patriot Financial Group Insurance Agency, LLC3,047$221.0K0.04%+251+9.0%Added
Pitcairn Co3,037$220.0K0.02%−22−0.7%Reduced
Lloyd Advisory Services, LLC.3,041$220.0K0.10%+15+0.5%Added
VeraBank, N.A.3,012$219.0K0.11%00.0%Unchanged
Signature Wealth Management Partners, LLC3,014$219.0K0.19%+28+0.9%Added
Asset Management Advisors, LLC3,000$218.0K0.16%00.0%Unchanged
Sterling Manor Financial, LLC3,000$218.0K0.17%00.0%Unchanged
Stephens Consulting, LLC2,979$216.0K0.18%−600−16.8%Reduced
WealthShield Partners, LLC2,982$216.0K0.03%−358−10.7%Reduced
Univest Financial Corp2,966$216.0K0.06%−228−7.1%Reduced
Alpha Omega Wealth Management LLC2,960$215.0K0.03%−1,035−25.9%Reduced
Greenwood Gearhart Inc2,966$215.0K0.03%−712−19.4%Reduced
Cedar Mountain Advisors, LLC2,966$215.0K0.06%+12+0.4%Added
MCF Advisors LLC2,964$215.0K0.02%+2,964New
Kingfisher Capital LLC2,957$214.0K0.06%−5,114−63.4%Reduced
Greenline Partners, LLC2,953$214.0K0.04%00.0%Unchanged
Carlson Capital Management2,957$214.0K0.02%+2,957New
Connectus Wealth, LLC3,110$213.0K0.01%−177−5.4%Reduced
Congress Wealth Management LLC2,940$213.0K0.00%−132−4.3%Reduced
Chickasaw Capital Management LLC2,932$213.0K0.01%00.0%Unchanged
Forefront Wealth Management Inc.2,936$213.0K0.21%+3+0.1%Added
Keel Point, LLC2,939$213.0K0.03%+2,939New
Harvey Investment Co LLC2,926$212.0K0.03%−1,425−32.8%Reduced
Argent Advisors, Inc.2,927$212.0K0.11%00.0%Unchanged
Fundamentun, LLC2,928$212.0K0.04%+2,928New
Sabal Trust CO2,907$211.0K0.01%−131−4.3%Reduced
LexAurum Advisors, LLC2,914$211.0K0.07%−10−0.3%Reduced
Beaird Harris Wealth Management, LLC2,893$210.0K0.08%−500−14.7%Reduced
NBW Capital LLC2,902$210.0K0.05%−130−4.3%Reduced
Measured Wealth Private Client Group, LLC2,897$210.0K0.08%−70−2.4%Reduced
AlphaMark Advisors, LLC2,896$210.0K0.08%00.0%Unchanged
Goodwin Daniel L2,900$210.0K0.09%+2,900New
Wilkins Investment Counsel Inc2,900$210.0K0.05%+2,900New
LMCG Investments, LLC2,900$210.0K0.01%+2,900New
Satovsky Asset Management LLC2,888$209.0K0.14%+2,888New
M. Kulyk & Associates, LLC2,882$209.0K0.06%+2,882New
Aveo Capital Partners, LLC2,862$208.0K0.04%−288−9.1%Reduced
Trust Co of Virginia2,858$208.0K0.02%+2,858New
Nova R Wealth, Inc.2,865$208.0K0.18%+2,865New
CX Institutional2,872$208.0K0.02%+2,872New
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,850$207.0K0.00%00.0%Unchanged
World Equity Group, Inc.2,852$206.8K0.04%+2,852New
Financial Partners Group, Inc2,842$206.0K0.04%−229−7.5%Reduced
Center For Asset Management LLC2,835$206.0K0.16%+2,835New
Horan Securities, Inc.2,826$205.0K0.12%00.0%Unchanged
USAdvisors Wealth Management, LLC2,820$204.0K0.09%−894−24.1%Reduced
Ropes Wealth Advisors LLC2,807$204.0K0.04%+2,807New
Eagle Rock Investment Company, LLC2,813$204.0K0.04%+2,813New
Motco2,805$203.0K0.01%−7,050−71.5%Reduced
Column Capital Advisors, LLC2,806$203.0K0.04%−25−0.9%Reduced
Calton & Associates, Inc.2,811$203.0K0.06%+2,811New
Barnes Pettey Financial Advisors, LLC2,805$203.0K0.25%+2,805New
Ategra Capital Management, LLC2,796$202.7K0.09%+2,796New
Capital City Trust Co2,777$202.0K0.06%−359−11.4%Reduced
Mountain Pacific Investment Advisers Inc2,776$201.0K0.01%+2,776New
Phocas Financial Corp.2,770$201.0K0.03%+2,770New
Jeppson Wealth Management, LLC2,784$201.0K0.09%+2,784New
Pine Haven Investment Counsel, Inc2,773$201.0K0.20%+2,773New
Ellis Investment Partners, LLC2,763$200.0K0.05%+20+0.7%Added
Clear Street Markets LLC2,734$198.0K0.06%−4,377−61.6%Reduced
Blueprint Investment Partners LLC2,699$196.0K0.05%−509−15.9%Reduced
PYA Waltman Capital, LLC2,696$195.0K0.10%00.0%Unchanged
AGF Investments LLC2,625$190.0K0.02%−164−5.9%Reduced
Cyrus J. Lawrence, LLC2,617$190.0K0.04%+2,617New
Field & Main Bank2,610$189.0K0.11%+330+14.5%Added
Westside Investment Management, Inc.2,510$182.0K0.00%+2,353+1,498.7%Added
Tompkins Financial Corp2,455$178.0K0.03%+455+22.8%Added
Essex Investment Management Co LLC2,400$174.0K0.02%00.0%Unchanged
Dividend Assets Capital, LLC2,385$173.0K0.03%00.0%Unchanged
Tevis Investment Management2,338$170.0K0.15%00.0%Unchanged
BerganKDV Wealth Management, LLC2,326$169.0K0.02%+2+0.1%Added
Central Bank & Trust Co2,250$163.0K0.03%+818+57.1%Added
PrairieView Partners, LLC2,226$161.0K0.02%00.0%Unchanged
Toth Financial Advisory Corp2,216$161.0K0.02%+43+2.0%Added
Interactive Financial Advisors2,208$160.0K0.08%−65−2.9%Reduced
Vigilant Capital Management, LLC2,200$160.0K0.01%00.0%Unchanged
Burleson & Company, LLC2,189$159.0K0.03%+17+0.8%Added
Avion Wealth2,165$157.0K0.05%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)2,149$156.0K0.00%+914+74.0%Added
Versant Capital Management, Inc2,134$155.0K0.05%+1,491+231.9%Added
NVWM, LLC2,127$154.0K0.05%+521+32.4%Added
Clear Investment Research, LLC2,090$152.0K0.30%00.0%Unchanged