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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
Zimmer Partners, LP0$00.00%−2,000,000−100.0%Sold out
Ergoteles LLC0$00.00%−548,841−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−192,217−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−152,909−100.0%Sold out
HRT Financial LP0$00.00%−151,355−100.0%Sold out
Marshall Wace, LLP0$00.00%−129,289−100.0%Sold out
Old Mission Capital LLC0$00.00%−122,620−100.0%Sold out
Nomura Holdings Inc0$00.00%−102,257−100.0%Sold out
Sciencast Management LP0$00.00%−70,216−100.0%Sold out
Aigen Investment Management, LP0$00.00%−64,008−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−59,687−100.0%Sold out
Simplex Trading, LLC0$00.00%−49,500−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−39,857−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−36,205−100.0%Sold out
Maven Securities LTD0$00.00%−35,682−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−35,299−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−26,299−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−25,184−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−25,137−100.0%Sold out
Richard P Slaughter Associates Inc0$00.00%−18,938−100.0%Sold out
CTC Capital Management, LLC0$00.00%−16,700−100.0%Sold out
Ziegler Capital Management, LLC0$00.00%−16,073−100.0%Sold out
Magnetar Financial LLC0$00.00%−14,917−100.0%Sold out
Hancock Whitney Investment Services Inc.0$00.00%−13,600−100.0%Sold out
Rational Advisors LLC0$00.00%−13,126−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−12,738−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−11,329−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−11,290−100.0%Sold out
Cutler Group LP0$00.00%−10,653−100.0%Sold out
Advisor Resource Council0$00.00%−10,624−100.0%Sold out
WFA of San Diego, LLC0$00.00%−8,960−100.0%Sold out
Claraphi Advisory Network, LLC0$00.00%−8,685−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−8,360−100.0%Sold out
Brightworth0$00.00%−7,503−100.0%Sold out
Engine No. 1 LLC0$00.00%−7,251−100.0%Sold out
XTX Topco Ltd0$00.00%−6,043−100.0%Sold out
Wexford Capital LP0$00.00%−6,000−100.0%Sold out
FORA Capital, LLC0$00.00%−5,813−100.0%Sold out
Triumph Capital Management0$00.00%−5,748−100.0%Sold out
Signet Financial Management, LLC0$00.00%−5,712−100.0%Sold out
Braun-Bostich & Associates Inc.0$00.00%−5,487−100.0%Sold out
Teza Capital Management LLC0$00.00%−4,615−100.0%Sold out
Delphia (USA) Inc.0$00.00%−4,472−100.0%Sold out
Washington Trust Bank0$00.00%−4,259−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−3,910−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,875−100.0%Sold out
Charles Schwab Trust Co0$00.00%−3,774−100.0%Sold out
Livingston Group Asset Management CO (operating as Southport Capital Management)0$00.00%−3,693−100.0%Sold out
MBB Public Markets I LLC0$00.00%−3,661−100.0%Sold out
Stonebridge Financial Planning Group, LLC0$00.00%−3,503−100.0%Sold out
Fifth Lane Capital, LP0$00.00%−3,416−100.0%Sold out
Financial Strategies Group, Inc.0$00.00%−3,108−100.0%Sold out
Proficio Capital Partners LLC0$00.00%−3,032−100.0%Sold out
Appleton Partners Inc0$00.00%−3,013−100.0%Sold out
Capstone Triton Financial Group, LLC0$00.00%−3,025−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−3,000−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−2,939−100.0%Sold out
Godsey & Gibb Associates0$00.00%−2,740−100.0%Sold out
Comprehensive Financial Consultants Institutional, Inc.0$00.00%−2,480−100.0%Sold out
Andrew Hill Investment Advisors, Inc.0$00.00%−2,155−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−1,895−100.0%Sold out
Ahl Investment Management, Inc.0$00.00%−1,650−100.0%Sold out
Chilton Capital Management LLC0$00.00%−1,030−100.0%Sold out
Ford Financial Group, LLC0$00.00%−1,000−100.0%Sold out
Investmark Advisory Group LLC0$00.00%−990−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−934−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−730−100.0%Sold out
FSB Premier Wealth Management, Inc.0$00.00%−537−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−416−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−413−100.0%Sold out
Sofos Investments, Inc.0$00.00%−318−100.0%Sold out
Edge Wealth Management LLC0$00.00%−295−100.0%Sold out
Leverty Financial Group, LLC0$00.00%−291−100.0%Sold out
TD Capital Management LLC0$00.00%−246−100.0%Sold out
Equitec Proprietary Markets, LLC0$00.00%−200−100.0%Sold out
TAP Consulting, LLC0$00.00%−183−100.0%Sold out
Barrett Asset Management, LLC0$00.00%−119−100.0%Sold out
McDonald Partners LLC0$00.00%−75−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−75−100.0%Sold out
DB Wealth Management Group, LLC0$00.00%−50−100.0%Sold out
True Link Financial Advisors, LLC0$00.00%−47−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−35−100.0%Sold out
First Personal Financial Services0$00.00%−7−100.0%Sold out
Arbor Wealth Management, LLC––––Not filed
6 Meridian––––Not filed
Andra AP-fonden––––Not filed
MD Financial Management Inc.––––Not filed
Carroll Financial Associates, Inc.––––Not filed
First Midwest Bank Trust Division––––Not filed
Harbour Investments, Inc.––––Not filed
HawsGoodwin Investment Management LLC––––Not filed
Tdam USA Inc.––––Not filed
Columbia Asset Management––––Not filed
Alterity Financial Group, LLC––––Not filed
Country Club Trust Company, n.a.––––Not filed
Legg Mason Asset Management (Japan) Co., Ltd.––––Not filed
Peak Planning Group, LLC––––Not filed
Reilly Financial Advisors, LLC––––Not filed
NEXT Financial Group, Inc––––Not filed
Biltmore Capital Advisors LLC––––Not filed