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 5 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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 165,207 | $12.0M | 0.13% | −5,235−3.1% | Reduced |
| Willis Investment Counsel | 164,666 | $11.9M | 0.63% | −42,892−20.7% | Reduced |
| British Columbia Investment Management Corp | 163,613 | $11.9M | 0.08% | −22,471−12.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 161,974 | $11.7M | 0.08% | +34,001+26.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 161,366 | $11.7M | 2.59% | +161,366 | New |
| Maryland Capital Management | 160,515 | $11.6M | 0.73% | +792+0.5% | Added |
| Advisory Services Network, LLC | 158,253 | $11.5M | 0.34% | +15,256+10.7% | Added |
| Voloridge Investment Management, LLC | 155,125 | $11.2M | 0.06% | −288,392−65.0% | Reduced |
| Eagle Ridge Investment Management | 154,404 | $11.2M | 1.19% | +1,782+1.2% | Added |
| Mackay Shields LLC | 151,893 | $11.0M | 0.10% | −5,990−3.8% | Reduced |
| Rockland Trust Co | 151,508 | $11.0M | 0.70% | +3,941+2.7% | Added |
| Leavell Investment Management, Inc. | 151,117 | $11.0M | 0.75% | +1,909+1.3% | Added |
| Intact Investment Management Inc. | 150,500 | $10.9M | 0.28% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 148,708 | $10.8M | 0.07% | −28,130−15.9% | Reduced |
| Nisa Investment Advisors, LLC | 147,275 | $10.7M | 0.08% | −3,140−2.1% | Reduced |
| Kestra Advisory Services, LLC | 145,892 | $10.6M | 0.11% | −32,628−18.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 143,509 | $10.4M | 0.05% | −3,663−2.5% | Reduced |
| Mutual of America Capital Management LLC | 141,438 | $10.3M | 0.11% | +1,503+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 139,672 | $10.1M | 0.37% | +13,894+11.0% | Added |
| Northern Oak Wealth Management Inc | 138,513 | $10.0M | 1.23% | −6,211−4.3% | Reduced |
| Texas Permanent School Fund | 137,465 | $9.97M | 0.14% | −8,712−6.0% | Reduced |
| Bridgeworth, LLC | 136,553 | $9.90M | 2.28% | −46,512−25.4% | Reduced |
| Jane Street Group, LLC | 135,989 | $9.86M | 0.02% | +30,289+28.7% | Added |
| Keybank National Association | 133,300 | $9.67M | 0.04% | −1,894−1.4% | Reduced |
| Bank of Nova Scotia | 133,077 | $9.65M | 0.02% | −475,009−78.1% | Reduced |
| Advisors Management Group Inc | 133,001 | $9.64M | 3.26% | −1,814−1.3% | Reduced |
| Securian Asset Management, Inc | 131,319 | $9.52M | 0.19% | −13,075−9.1% | Reduced |
| HB Wealth Management, LLC | 130,164 | $9.44M | 0.17% | +31,320+31.7% | Added |
| M&T Bank Corp | 129,952 | $9.42M | 0.04% | −1,557−1.2% | Reduced |
| Stephens Inc | 129,931 | $9.42M | 0.15% | +5,885+4.7% | Added |
| Schroder Investment Management Group | 128,271 | $9.30M | 0.01% | +19,502+17.9% | Added |
| Buckhead Capital Management LLC | 126,389 | $9.16M | 1.98% | +5,619+4.7% | Added |
| Signature Wealth Management Group | 125,305 | $9.09M | 4.09% | +5,429+4.5% | Added |
| First Horizon Advisors, Inc. | 123,656 | $8.97M | 0.49% | −147,435−54.4% | Reduced |
| Chartwell Investment Partners, LLC | 123,268 | $8.94M | 0.30% | −10,860−8.1% | Reduced |
| Becker Capital Management Inc | 121,238 | $8.79M | 0.35% | −6,780−5.3% | Reduced |
| CIBC Private Wealth Group, LLC | 119,776 | $8.69M | 0.02% | +5,673+5.0% | Added |
| TCTC Holdings, LLC | 119,092 | $8.63M | 0.35% | −977−0.8% | Reduced |
| Cetera Investment Advisers | 118,574 | $8.60M | 0.12% | −7,315−5.8% | Reduced |
| Brinker Capital Investments, LLC | 118,482 | $8.59M | 0.13% | −15,602−11.6% | Reduced |
| Core Alternative Capital | 118,187 | $8.57M | 2.29% | −16,741−12.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 113,066 | $8.57M | 0.57% | +5,563+5.2% | Added |
| Morgan Dempsey Capital Management LLC | 117,979 | $8.55M | 2.54% | −2,103−1.8% | Reduced |
| Nissay Asset Management Corp | 117,802 | $8.54M | 0.07% | +2,736+2.4% | Added |
| Greystone Financial Group, LLC | 117,810 | $8.54M | 2.16% | +2,850+2.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 116,061 | $8.41M | 0.02% | +15,065+14.9% | Added |
| Biondo Investment Advisors, LLC | 114,005 | $8.34M | 1.47% | +4,960+4.5% | Added |
| Umb Bank N A | 114,976 | $8.34M | 0.11% | −3,021−2.6% | Reduced |
| Brookstone Capital Management | 110,787 | $8.25M | 0.16% | +15,828+16.7% | Added |
| Bell Bank | 113,717 | $8.25M | 0.92% | +17,096+17.7% | Added |
| Agf Investments Inc. | 111,882 | $8.11M | 0.06% | −239,258−68.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 107,577 | $7.80M | 0.12% | −27,400−20.3% | Reduced |
| Associated Banc-Corp | 107,504 | $7.79M | 0.30% | −1,491−1.4% | Reduced |
| Kanawha Capital Management LLC | 106,485 | $7.72M | 0.68% | +473+0.4% | Added |
| ING Groep NV | 105,867 | $7.68M | 0.08% | −146,889−58.1% | Reduced |
| Hartford Investment Management Co | 105,536 | $7.65M | 0.20% | −7,352−6.5% | Reduced |
| Pinnacle Financial Partners Inc | 104,081 | $7.55M | 0.24% | +4,710+4.7% | Added |
| Fiduciary Group LLC | 101,705 | $7.52M | 0.99% | +12,498+14.0% | Added |
| Bragg Financial Advisors, Inc | 103,726 | $7.52M | 0.44% | −6,120−5.6% | Reduced |
| Private Advisor Group, LLC | 103,161 | $7.48M | 0.06% | +1,746+1.7% | Added |
| Mayflower Financial Advisors, LLC | 103,137 | $7.48M | 1.01% | +64+0.1% | Added |
| Cetera Advisor Networks LLC | 101,947 | $7.39M | 0.09% | −277−0.3% | Reduced |
| MainStreet Investment Advisors LLC | 101,652 | $7.37M | 0.69% | −344−0.3% | Reduced |
| New England Asset Management Inc | 101,595 | $7.37M | 0.12% | +1,350+1.3% | Added |
| Raymond James Trust N.A. | 101,304 | $7.35M | 0.23% | +8,595+9.3% | Added |
| Lockheed Martin Investment Management Co | 99,800 | $7.24M | 0.40% | −18,000−15.3% | Reduced |
| Davenport & Co LLC | 99,742 | $7.23M | 0.05% | +6,104+6.5% | Added |
| Edgemoor Investment Advisors, Inc. | 99,544 | $7.22M | 0.76% | +66+0.1% | Added |
| Fifth Third Bancorp | 99,304 | $7.20M | 0.03% | +1,467+1.5% | Added |
| Hantz Financial Services, Inc. | 99,075 | $7.18M | 0.21% | +7,323+8.0% | Added |
| Alerus Financial NA | 99,058 | $7.18M | 0.61% | +30,322+44.1% | Added |
| Trustmark National Bank Trust Department | 98,672 | $7.15M | 0.57% | +890+0.9% | Added |
| Principle Wealth Partners LLC | 98,566 | $7.15M | 0.75% | −1,502−1.5% | Reduced |
| First PREMIER Bank | 96,969 | $7.03M | 1.85% | −1,019−1.0% | Reduced |
| Westpac Banking Corp | 96,829 | $7.02M | 0.08% | −2,754−2.8% | Reduced |
| Norinchukin Bank, The | 95,512 | $6.93M | 0.09% | +6,475+7.3% | Added |
| Massmutual Trust Co FSB | 95,386 | $6.92M | 0.26% | −349−0.4% | Reduced |
| Churchill Management Corp | 95,323 | $6.91M | 0.12% | +95,323 | New |
| Millennium Management LLC | 94,979 | $6.89M | 0.01% | −1,496,877−94.0% | Reduced |
| Balyasny Asset Management LLC | 94,576 | $6.86M | 0.03% | −3,676−3.7% | Reduced |
| Blair William & Co | 94,582 | $6.86M | 0.02% | −603−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 92,853 | $6.73M | 0.14% | +1,681+1.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 91,598 | $6.64M | 1.80% | +200.0% | Added |
| Tudor Investment Corp Et Al | 90,185 | $6.54M | 0.17% | +69,647+339.1% | Added |
| Mercer Global Advisors Inc | 89,678 | $6.50M | 0.04% | +1,388+1.6% | Added |
| Atria Investments LLC | 89,334 | $6.48M | 0.11% | +8,395+10.4% | Added |
| Thrivent Financial for Lutherans | 90,501 | $6.47M | 0.01% | −63,589−41.3% | Reduced |
| Aull & Monroe Investment Management Corp | 89,182 | $6.47M | 2.91% | −94−0.1% | Reduced |
| Cetera Advisors LLC | 88,239 | $6.40M | 0.13% | −2,937−3.2% | Reduced |
| Carret Asset Management, LLC | 87,947 | $6.38M | 0.73% | −855−1.0% | Reduced |
| Thomasville National Bank | 87,531 | $6.35M | 0.61% | −12,976−12.9% | Reduced |
| Neuberger Berman Group LLC | 86,936 | $6.34M | 0.01% | +4,259+5.2% | Added |
| Money Concepts Capital Corp | 87,208 | $6.32M | 0.36% | +26,051+42.6% | Added |
| Huntington National Bank | 86,852 | $6.30M | 0.06% | −70−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 86,217 | $6.25M | 0.09% | +65,568+317.5% | Added |
| Oregon Public Employees Retirement Fund | 85,224 | $6.18M | 0.06% | −495−0.6% | Reduced |
| Old Point Trust & Financial Services N A | 84,292 | $6.11M | 2.50% | +943+1.1% | Added |
| Railway Pension Investments Ltd | 84,000 | $6.09M | 0.05% | +84,000 | New |
| Insight Folios Inc | 83,782 | $6.08M | 2.71% | +4,985+6.3% | Added |
| Elo Mutual Pension Insurance Co | 83,351 | $6.04M | 0.18% | +2,957+3.7% | Added |