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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 45,447 | $3.29M | 0.42% | +1,199+2.7% | Added |
| D L Carlson Investment Group Inc | 45,360 | $3.29M | 0.55% | +213+0.5% | Added |
| Lido Advisors, LLC | 45,228 | $3.28M | 0.06% | +1,487+3.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,810 | $3.25M | 0.36% | −1,175−2.6% | Reduced |
| Laurel Wealth Advisors LLC | 44,670 | $3.24M | 0.69% | +7,044+18.7% | Added |
| Lincoln National Corp | 44,547 | $3.23M | 0.07% | +804+1.8% | Added |
| Robbins Farley LLC | 44,433 | $3.22M | 2.42% | +9,028+25.5% | Added |
| Armor Investment Advisors, LLC | 44,380 | $3.22M | 1.82% | +1,793+4.2% | Added |
| Pettyjohn, Wood & White, Inc | 44,203 | $3.21M | 0.68% | −2,037−4.4% | Reduced |
| MTM Investment Management, LLC | 44,031 | $3.19M | 1.55% | +129+0.3% | Added |
| Los Angeles Capital Management LLC | 43,712 | $3.17M | 0.01% | +18,848+75.8% | Added |
| Jefferies Group LLC | 43,645 | $3.16M | 0.07% | −193,155−81.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 41,974 | $3.16M | 2.83% | +1,702+4.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 43,063 | $3.12M | 0.14% | −14,394−25.1% | Reduced |
| First Bank & Trust | 42,825 | $3.10M | 0.96% | +439+1.0% | Added |
| Cubist Systematic Strategies, LLC | 42,712 | $3.10M | 0.03% | +16,951+65.8% | Added |
| Dearborn Partners LLC | 42,625 | $3.09M | 0.12% | +5,306+14.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 42,029 | $3.07M | 0.12% | −29−0.1% | Reduced |
| Reynolds Investment Management, Inc. | 42,255 | $3.06M | 0.90% | +42,255 | New |
| Pinkerton Retirement Specialists, LLC | 42,224 | $3.06M | 0.68% | +3,936+10.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,157 | $3.06M | 0.07% | −5,521−11.6% | Reduced |
| Blueshift Asset Management, LLC | 42,148 | $3.06M | 0.28% | +42,148 | New |
| Woodmont Investment Counsel LLC | 41,968 | $3.04M | 0.35% | +7,895+23.2% | Added |
| Simmons Bank | 41,568 | $3.01M | 0.23% | +3,289+8.6% | Added |
| Signaturefd, LLC | 41,427 | $3.00M | 0.09% | −3,889−8.6% | Reduced |
| CWM, LLC | 41,412 | $3.00M | 0.02% | +5,277+14.6% | Added |
| Regentatlantic Capital LLC | 41,216 | $2.99M | 0.08% | +5,672+16.0% | Added |
| Main Street Financial Solutions, LLC | 40,835 | $2.96M | 0.43% | +596+1.5% | Added |
| Clarkston Capital Partners, LLC | 40,780 | $2.96M | 0.05% | +160+0.4% | Added |
| Sovereign Financial Group, Inc. | 40,624 | $2.95M | 1.09% | +20.0% | Added |
| Csenge Advisory Group | 40,610 | $2.94M | 0.23% | −527−1.3% | Reduced |
| 1832 Asset Management L.P. | 41,135 | $2.94M | 0.00% | +37,860+1,156.0% | Added |
| Lantz Financial LLC | 40,008 | $2.90M | 1.18% | +1,911+5.0% | Added |
| HNP Capital LLC | 39,982 | $2.90M | 0.69% | +2,956+8.0% | Added |
| JustInvest LLC | 39,967 | $2.90M | 0.14% | +8,573+27.3% | Added |
| Edgestream Partners, L.P. | 39,892 | $2.89M | 0.23% | +29,644+289.3% | Added |
| Arkadios Wealth Advisors | 39,660 | $2.88M | 0.38% | +14,462+57.4% | Added |
| Greatmark Investment Partners, Inc. | 39,605 | $2.87M | 0.47% | +1,102+2.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 39,478 | $2.86M | 1.54% | −287−0.7% | Reduced |
| IFP Advisors, Inc | 64,095 | $2.86M | 0.04% | +45,278+240.6% | Added |
| Brick & Kyle, Associates | 39,273 | $2.85M | 1.38% | −985−2.4% | Reduced |
| Advisor Partners LLC | 39,230 | $2.85M | 0.18% | +1,055+2.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,700 | $2.81M | 0.01% | −350,723−90.1% | Reduced |
| National Bank of Canada | 37,471 | $2.80M | 0.01% | −50,106−57.2% | Reduced |
| Financial Partners Capital Management LLC | 38,367 | $2.78M | 0.52% | +1,851+5.1% | Added |
| Oakworth Capital, Inc. | 38,271 | $2.77M | 0.24% | +6,860+21.8% | Added |
| Pinnacle Associates Ltd | 37,957 | $2.75M | 0.05% | +1,280+3.5% | Added |
| StoneX Group Inc. | 37,834 | $2.74M | 0.22% | +2,771+7.9% | Added |
| Gotham Asset Management, LLC | 37,271 | $2.70M | 0.08% | +33,725+951.1% | Added |
| Lakeview Capital Partners, LLC | 37,105 | $2.69M | 1.38% | +620+1.7% | Added |
| Family Legacy, Inc. | 37,081 | $2.69M | 1.12% | −46−0.1% | Reduced |
| Bayesian Capital Management, LP | 37,000 | $2.68M | 0.40% | +37,000 | New |
| Veritable, L.P. | 36,772 | $2.67M | 0.04% | +329+0.9% | Added |
| Hengehold Capital Management LLC | 36,314 | $2.63M | 0.36% | +193+0.5% | Added |
| Argyle Capital Management Inc. | 35,859 | $2.60M | 0.85% | −2,000−5.3% | Reduced |
| South State Corp. | 35,853 | $2.60M | 0.21% | −34−0.1% | Reduced |
| Eudaimonia Advisors LLC | 35,746 | $2.59M | 1.49% | −610−1.7% | Reduced |
| United Bank | 35,594 | $2.58M | 1.37% | −912−2.5% | Reduced |
| Advisors Preferred, LLC | 34,440 | $2.55M | 0.21% | +34,440 | New |
| Argent Trust Co | 34,939 | $2.53M | 0.15% | −1,114−3.1% | Reduced |
| Wills Financial Group, Inc. | 34,928 | $2.53M | 1.06% | +2,194+6.7% | Added |
| Rothschild Investment Corp | 34,737 | $2.52M | 0.20% | −75−0.2% | Reduced |
| Day & Ennis, LLC | 34,711 | $2.52M | 0.83% | +1,621+4.9% | Added |
| Essex Financial Services, Inc. | 34,416 | $2.50M | 0.24% | +2,116+6.6% | Added |
| Hayek Kallen Investment Management | 34,345 | $2.49M | 0.92% | −223−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 34,329 | $2.49M | 0.05% | −6,795−16.5% | Reduced |
| Walleye Capital LLC | 33,829 | $2.45M | 0.07% | −35,915−51.5% | Reduced |
| National Asset Management, Inc. | 33,636 | $2.44M | 0.08% | −145−0.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,104 | $2.40M | 0.10% | +430+1.3% | Added |
| Kempen Capital Management N.V. | 33,039 | $2.40M | 0.07% | 00.0% | Unchanged |
| Trexquant Investment LP | 32,872 | $2.38M | 0.11% | +25,459+343.4% | Added |
| Hartford Financial Management Inc. | 32,749 | $2.38M | 0.57% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 32,036 | $2.32M | 0.45% | −2,277−6.6% | Reduced |
| Mechanics Bank Trust Department | 32,040 | $2.32M | 0.36% | −1,507−4.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 32,024 | $2.32M | 0.18% | +2,054+6.9% | Added |
| Azimuth Capital Management LLC | 31,930 | $2.31M | 0.10% | −150−0.5% | Reduced |
| Warren Averett Asset Management, LLC | 31,885 | $2.31M | 0.20% | +790+2.5% | Added |
| Everence Capital Management Inc | 31,681 | $2.30M | 0.18% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 31,328 | $2.27M | 0.36% | −147−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 31,282 | $2.27M | 0.20% | +3,446+12.4% | Added |
| Brooks, Moore & Associates, Inc. | 31,263 | $2.27M | 1.39% | −1,825−5.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,023 | $2.25M | 0.20% | +568+1.9% | Added |
| Hancock Whitney Corp | 30,964 | $2.25M | 0.08% | −1,283−4.0% | Reduced |
| Snowden Capital Advisors LLC | 30,757 | $2.23M | 0.09% | +16,250+112.0% | Added |
| Essex LLC | 30,459 | $2.21M | 0.60% | −1,158−3.7% | Reduced |
| Leelyn Smith, LLC | 30,423 | $2.21M | 0.57% | +1,156+3.9% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $2.17M | 0.11% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 29,928 | $2.17M | 0.63% | −2,894−8.8% | Reduced |
| Calamos Wealth Management LLC | 29,562 | $2.14M | 0.16% | +441+1.5% | Added |
| Nepsis, Inc. | 29,436 | $2.13M | 0.64% | +378+1.3% | Added |
| Geneos Wealth Management Inc. | 29,332 | $2.13M | 0.09% | +317+1.1% | Added |
| Johnson Investment Counsel Inc | 29,200 | $2.12M | 0.03% | +2,117+7.8% | Added |
| Jacobi Capital Management LLC | 29,097 | $2.11M | 0.25% | +461+1.6% | Added |
| Dynamic Advisor Solutions LLC | 29,007 | $2.10M | 0.15% | +4,657+19.1% | Added |
| Peapack Gladstone Financial Corp | 28,918 | $2.10M | 0.04% | −521−1.8% | Reduced |
| First City Capital Management, Inc. | 28,677 | $2.08M | 1.15% | +87+0.3% | Added |
| Coastal Bridge Advisors, LLC | 28,482 | $2.06M | 0.48% | −25,512−47.2% | Reduced |
| Proequities, Inc. | 28,395 | $2.06M | 0.15% | −4,322−13.2% | Reduced |
| Bailard, Inc. | 28,182 | $2.04M | 0.07% | +227+0.8% | Added |
| Merit Financial Group, LLC | 28,081 | $2.04M | 0.12% | +8,838+45.9% | Added |