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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 2,030 | $147.0K | 0.04% | +2,030 | New |
| Corsicana & Co. | 2,000 | $145.0K | 0.09% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,953 | $142.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,960 | $142.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,923 | $139.0K | 0.02% | +250+14.9% | Added |
| Covestor Ltd | 1,902 | $138.0K | 0.10% | +735+63.0% | Added |
| Assetmark, Inc | 1,894 | $137.0K | 0.00% | −190−9.1% | Reduced |
| Center for Financial Planning, Inc. | 1,879 | $136.0K | 0.03% | −1,294−40.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,842 | $134.0K | 0.03% | −838−31.3% | Reduced |
| Baystate Wealth Management LLC | 1,832 | $133.0K | 0.01% | −155−7.8% | Reduced |
| Private Capital Group, LLC | 1,832 | $133.0K | 0.03% | +34+1.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,763 | $128.0K | 0.05% | +1,763 | New |
| Oliver Lagore Vanvalin Investment Group | 1,777 | $128.0K | 0.09% | +1,777 | New |
| Northwest Investment Counselors, LLC | 1,750 | $127.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,727 | $126.0K | 0.03% | +433+33.5% | Added |
| Addison Advisors LLC | 1,737 | $126.0K | 0.07% | +444+34.3% | Added |
| Legacy Bridge, LLC | 1,720 | $125.0K | 0.07% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $125.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $125.0K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,722 | $125.0K | 0.02% | +551+47.1% | Added |
| CVA Family Office, LLC | 1,710 | $124.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,708 | $124.0K | 0.01% | +32+1.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,685 | $122.0K | 0.00% | −129−7.1% | Reduced |
| Lindbrook Capital, LLC | 1,663 | $121.0K | 0.02% | +204+14.0% | Added |
| Manchester Capital Management LLC | 1,612 | $117.0K | 0.02% | −400−19.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,583 | $115.0K | 0.01% | −228−12.6% | Reduced |
| Bogart Wealth, LLC | 1,589 | $115.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,581 | $115.0K | 0.05% | +111+7.6% | Added |
| Providence Capital Advisors, LLC | 1,555 | $113.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,539 | $112.0K | 0.02% | −914−37.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,542 | $112.0K | 0.01% | +47+3.1% | Added |
| Wellington Shields Capital Management, LLC | 1,541 | $112.0K | 0.01% | +1,541 | New |
| Clearview Wealth Advisors LLC | 1,529 | $111.0K | 0.07% | −79−4.9% | Reduced |
| Quent Capital, LLC | 1,525 | $111.0K | 0.02% | −29−1.9% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $109.0K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,498 | $109.0K | 0.07% | 00.0% | Unchanged |
| Accel Wealth Management | 1,468 | $109.0K | 0.06% | +3+0.2% | Added |
| Beacon Capital Management, LLC | 1,474 | $107.0K | 0.03% | +1,474 | New |
| Evermay Wealth Management LLC | 1,415 | $103.0K | 0.02% | −1,170−45.3% | Reduced |
| M&R Capital Management Inc | 1,350 | $97.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,286 | $93.2K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,278 | $93.0K | 0.06% | +103+8.8% | Added |
| Evoke Wealth, LLC | 1,247 | $90.0K | 0.00% | +238+23.6% | Added |
| Castleview Partners, LLC | 1,209 | $87.0K | 0.05% | −38,498−97.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,200 | $87.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,162 | $84.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,125 | $82.0K | 0.02% | −257−18.6% | Reduced |
| GHP Investment Advisors, Inc. | 1,099 | $80.0K | 0.01% | +1,099 | New |
| Trust Co | 1,093 | $79.0K | 0.02% | −277−20.2% | Reduced |
| MV Capital Management, Inc. | 1,077 | $78.0K | 0.01% | +82+8.2% | Added |
| MBM Wealth Consultants, LLC | 1,067 | $77.0K | 0.03% | +292+37.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,052 | $76.0K | 0.04% | +1,052 | New |
| Heritage Wealth Management, LLC | 1,022 | $74.0K | 0.02% | +1,022 | New |
| Certified Advisory Corp | 1,011 | $73.0K | 0.02% | +1,011 | New |
| Elequin Capital LP | 991 | $72.0K | 0.01% | +991 | New |
| Howe & Rusling Inc | 975 | $71.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 983 | $71.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 961 | $70.0K | 0.00% | −170−15.0% | Reduced |
| McIlrath & Eck, LLC | 963 | $70.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 948 | $69.0K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 958 | $69.0K | 0.01% | +958 | New |
| Tortoise Investment Management, LLC | 933 | $68.0K | 0.01% | +33+3.7% | Added |
| Achmea Investment Management B.V. | 938 | $68.0K | 0.00% | +938 | New |
| Aspire Private Capital, LLC | 905 | $66.0K | 0.02% | −338−27.2% | Reduced |
| Financial Connections Group, Inc. | 914 | $66.0K | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 900 | $65.0K | 0.02% | 00.0% | Unchanged |
| American Research & Management Co. | 895 | $65.0K | 0.01% | +75+9.1% | Added |
| West Branch Capital LLC | 881 | $64.0K | 0.03% | −141−13.8% | Reduced |
| Tyler-Stone Wealth Management | 864 | $63.0K | 0.03% | +51+6.3% | Added |
| Focused Wealth Management, Inc | 856 | $62.0K | 0.01% | +2+0.2% | Added |
| Lee Financial Co | 850 | $62.0K | 0.01% | +735+639.1% | Added |
| Tfo-TDC, LLC | 842 | $61.0K | 0.01% | +842 | New |
| Seldon Capital LP | 820 | $59.0K | 0.03% | 00.0% | Unchanged |
| Siena Capital LLC | 812 | $59.0K | 0.03% | +812 | New |
| Herold Advisors, Inc. | 800 | $58.0K | 0.02% | +800 | New |
| Larson Financial Group LLC | 807 | $58.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 800 | $58.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 801 | $58.0K | 0.04% | +607+312.9% | Added |
| Rockbridge Investment Management, LCC | 775 | $57.4K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 764 | $55.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 760 | $55.0K | 0.05% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 805 | $55.0K | 0.03% | +805 | New |
| Hazlett, Burt & Watson, Inc. | 742 | $54.0K | 0.04% | +742 | New |
| Missouri Trust & Investment Co | 735 | $53.0K | 0.03% | −65−8.1% | Reduced |
| Capital Advisors, Ltd. LLC | 726 | $53.0K | 0.01% | +27+3.9% | Added |
| HighMark Wealth Management LLC | 718 | $52.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 709 | $51.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $51.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 479 | $50.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 675 | $49.0K | 0.00% | −74−9.9% | Reduced |
| Simon Quick Advisors, LLC | 679 | $49.0K | 0.01% | +4+0.6% | Added |
| Founders Capital Management | 700 | $48.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $48.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 669 | $48.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $47.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $47.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 629 | $45.0K | 0.01% | +2+0.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 605 | $44.0K | 0.02% | −200−24.8% | Reduced |
| Webster Bank, N. A. | 596 | $44.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 600 | $43.5K | 0.03% | 00.0% | Unchanged |