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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 83,216 | $6.03M | 0.01% | +1,909+2.3% | Added |
| Schnieders Capital Management LLC | 82,351 | $5.97M | 1.42% | −53−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 82,061 | $5.95M | 1.13% | −1,113−1.3% | Reduced |
| Maryland State Retirement & Pension System | 81,876 | $5.94M | 0.16% | +1,198+1.5% | Added |
| Central Trust Co | 81,752 | $5.93M | 0.17% | −988−1.2% | Reduced |
| Monte Financial Group, LLC | 81,527 | $5.91M | 3.15% | +410+0.5% | Added |
| Sky Investment Group LLC | 81,455 | $5.91M | 1.25% | −161−0.2% | Reduced |
| Allstate Corp | 80,644 | $5.85M | 0.16% | 00.0% | Unchanged |
| RFG Advisory, LLC | 80,525 | $5.84M | 0.37% | −5,264−6.1% | Reduced |
| CIBC World Markets Inc. | 80,213 | $5.82M | 0.02% | +7,176+9.8% | Added |
| Orion Portfolio Solutions, LLC | 75,259 | $5.46M | 0.19% | −2,228−2.9% | Reduced |
| Chronos Wealth Management, LLC | 75,167 | $5.45M | 3.47% | +5,167+7.4% | Added |
| Teachers Retirement System of the State of Kentucky | 74,790 | $5.42M | 0.05% | −3,255−4.2% | Reduced |
| South Dakota Investment Council | 74,417 | $5.40M | 0.11% | −24,654−24.9% | Reduced |
| D.A. Davidson & Co. | 74,022 | $5.37M | 0.06% | +5,469+8.0% | Added |
| Holloway Wealth Management, LLC | – | $5.34M | 1.53% | – | – |
| Banco Bilbao Vizcaya Argentaria, S.A. | 72,825 | $5.33M | 0.07% | −41,831−36.5% | Reduced |
| Carson Advisory Inc. | 72,742 | $5.28M | 5.25% | +1,524+2.1% | Added |
| IFG Advisory, LLC | 72,560 | $5.26M | 0.53% | +6,072+9.1% | Added |
| Sigma Planning Corp | 71,987 | $5.22M | 0.16% | −462−0.6% | Reduced |
| Naples Global Advisors, LLC | 71,958 | $5.22M | 0.60% | +230.0% | Added |
| Moors & Cabot, Inc. | 71,832 | $5.21M | 0.32% | +317+0.4% | Added |
| TD Private Client Wealth LLC | 71,618 | $5.19M | 0.22% | +1,876+2.7% | Added |
| Anchor Investment Management, LLC | 71,436 | $5.18M | 0.65% | +8,252+13.1% | Added |
| Crossmark Global Holdings, Inc. | 71,301 | $5.17M | 0.12% | +3,260+4.8% | Added |
| Visionary Wealth Advisors | 70,845 | $5.14M | 0.41% | +7,658+12.1% | Added |
| Canandaigua National Corp | 70,612 | $5.12M | 0.78% | +21,557+43.9% | Added |
| Louisiana State Employees Retirement System | 66,900 | $5.12M | 0.12% | +500+0.8% | Added |
| Te Ahumairangi Investment Management Ltd | 70,373 | $5.10M | 0.69% | −40,890−36.8% | Reduced |
| Shelton Capital Management | 70,312 | $5.10M | 0.19% | +15,890+29.2% | Added |
| Institutional & Family Asset Management, LLC | 68,872 | $4.99M | 0.79% | +754+1.1% | Added |
| Zions Bancorporation, N.A. | 68,577 | $4.97M | 0.45% | +12,194+21.6% | Added |
| Xponance, Inc. | 68,551 | $4.97M | 0.08% | +2,118+3.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 67,631 | $4.90M | 0.42% | +3,125+4.8% | Added |
| Kentucky Retirement Systems | 67,552 | $4.90M | 0.20% | +3,986+6.3% | Added |
| Bokf, NA | 67,507 | $4.89M | 0.08% | −7,226−9.7% | Reduced |
| Glenmede Trust Co NA | 66,802 | $4.84M | 0.02% | +8,444+14.5% | Added |
| Birmingham Capital Management Co Inc | 65,900 | $4.78M | 1.66% | −1,600−2.4% | Reduced |
| NewSquare Capital LLC | 65,762 | $4.77M | 0.51% | +6,802+11.5% | Added |
| Clearbridge Investments, LLC | 65,464 | $4.75M | 0.00% | −3,356−4.9% | Reduced |
| Metropolitan Life Insurance Co | 65,401 | $4.74M | 0.17% | −55,715−46.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 65,186 | $4.73M | 1.35% | +3,573+5.8% | Added |
| Daiwa Securities Group Inc. | 65,182 | $4.73M | 0.03% | +3,121+5.0% | Added |
| CIBC World Markets Corp | 64,441 | $4.67M | 0.04% | −333,335−83.8% | Reduced |
| McRae Capital Management Inc | 64,049 | $4.64M | 1.05% | −13,725−17.6% | Reduced |
| Oppenheimer & Co Inc | 63,108 | $4.58M | 0.08% | −13,872−18.0% | Reduced |
| KBC Group NV | 62,855 | $4.56M | 0.02% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 62,719 | $4.55M | 0.62% | +62,719 | New |
| Telos Capital Management, Inc. | 62,642 | $4.54M | 0.59% | +1,715+2.8% | Added |
| Level Four Advisory Services, LLC | 62,575 | $4.54M | 0.36% | −4,574−6.8% | Reduced |
| Avantax Advisory Services, Inc. | 61,746 | $4.48M | 0.06% | +3,749+6.5% | Added |
| Nordea Investment Management AB | 61,593 | $4.48M | 0.01% | +938+1.5% | Added |
| New Mexico Educational Retirement Board | 61,587 | $4.47M | 0.17% | −3,100−4.8% | Reduced |
| Stratos Wealth Advisors, LLC | 61,040 | $4.43M | 0.36% | −2,122−3.4% | Reduced |
| Siemens Fonds Invest GmbH | 60,933 | $4.42M | 0.36% | +857+1.4% | Added |
| Bridge Creek Capital Management LLC | 60,390 | $4.38M | 1.46% | +825+1.4% | Added |
| Wesbanco Bank Inc | 60,326 | $4.38M | 0.17% | −300.0% | Reduced |
| Shilanski & Associates, Inc. | 59,848 | $4.34M | 1.83% | −195−0.3% | Reduced |
| Albion Financial Group | 59,730 | $4.33M | 0.37% | −2,098−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 59,470 | $4.31M | 0.07% | +154+0.3% | Added |
| Stratos Wealth Partners, LTD. | 59,235 | $4.29M | 0.10% | +2,698+4.8% | Added |
| Baugh & Associates, LLC | 58,619 | $4.25M | 2.50% | −205−0.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 57,703 | $4.18M | 0.31% | −1,503−2.5% | Reduced |
| Ellsworth Advisors, LLC | 54,115 | $4.14M | 1.46% | +6,953+14.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 56,011 | $4.06M | 0.22% | −863−1.5% | Reduced |
| Prospera Financial Services Inc | 55,390 | $4.02M | 0.17% | +1,468+2.7% | Added |
| Pacer Advisors, Inc. | 54,506 | $3.95M | 0.03% | −1,535−2.7% | Reduced |
| Goelzer Investment Management, Inc. | 54,478 | $3.95M | 0.34% | −260−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 53,647 | $3.89M | 0.08% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 50,532 | $3.87M | 0.53% | +6,306+14.3% | Added |
| City Holding Co | 53,179 | $3.86M | 0.62% | +576+1.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 52,800 | $3.83M | 0.01% | −55,800−51.4% | Reduced |
| Private Asset Management Inc | 52,636 | $3.82M | 0.52% | −3,450−6.2% | Reduced |
| Roosevelt Investment Group LLC | 52,091 | $3.78M | 0.23% | +770+1.5% | Added |
| Rockefeller Capital Management L.P. | 51,796 | $3.75M | 0.02% | +6,186+13.6% | Added |
| Fulton Bank, N.A. | 51,089 | $3.70M | 0.17% | −803−1.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 51,052 | $3.70M | 0.88% | +40.0% | Added |
| First National Trust Co | 50,394 | $3.65M | 0.19% | −136−0.3% | Reduced |
| GWM Advisors LLC | 49,925 | $3.62M | 0.06% | +221+0.4% | Added |
| Profund Advisors LLC | 49,331 | $3.58M | 0.15% | +3,710+8.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 48,616 | $3.53M | 1.18% | +255+0.5% | Added |
| Doyle Wealth Management | 48,277 | $3.50M | 0.25% | +3,031+6.7% | Added |
| Squarepoint Ops LLC | 48,238 | $3.50M | 0.03% | −61,427−56.0% | Reduced |
| NN Investment Partners Holdings N.V. | 48,200 | $3.50M | 0.02% | −4,696−8.9% | Reduced |
| Atria Wealth Solutions, Inc. | 48,139 | $3.49M | 0.06% | +48,139 | New |
| Aptus Capital Advisors, LLC | 48,002 | $3.48M | 0.11% | +13,100+37.5% | Added |
| FAI Wealth Management | 47,851 | $3.47M | 2.81% | +1,156+2.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,700 | $3.47M | 0.01% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 47,703 | $3.46M | 1.72% | +47,703 | New |
| Palisade Asset Management, LLC | 47,649 | $3.46M | 0.40% | −150−0.3% | Reduced |
| Tiaa, FSB | 47,507 | $3.44M | 0.01% | −2,408−4.8% | Reduced |
| Rench Wealth Management, Inc. | 47,354 | $3.43M | 1.56% | −7,268−13.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 47,241 | $3.42M | 0.05% | +2,521+5.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 47,157 | $3.42M | 0.34% | −192−0.4% | Reduced |
| Montag A & Associates Inc | 46,823 | $3.40M | 0.18% | +661+1.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 46,553 | $3.38M | 1.01% | +2,729+6.2% | Added |
| Eudaimonia Partners, LLC | 46,370 | $3.36M | 0.57% | +46,370 | New |
| All Terrain Financial Advisors, LLC | 46,293 | $3.36M | 1.52% | −676−1.4% | Reduced |
| Pathstone Family Office, LLC | 46,078 | $3.35M | 0.08% | −220.0% | Reduced |
| Vectors Research Management, LLC | 45,482 | $3.30M | 0.72% | +6,032+15.3% | Added |