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 |
|---|---|---|---|---|---|
| NBT Bank N A | 27,853 | $2.02M | 0.27% | −100−0.4% | Reduced |
| Brown Advisory Inc | 27,819 | $2.02M | 0.00% | −839−2.9% | Reduced |
| Sumitomo Life Insurance Co | 27,748 | $2.01M | 0.05% | −485−1.7% | Reduced |
| Diversified Portfolios, Inc. | 27,635 | $2.00M | 0.48% | +500+1.8% | Added |
| Dean Investment Associates, LLC | 27,323 | $1.98M | 0.36% | −279−1.0% | Reduced |
| Bank of Hawaii | 27,254 | $1.98M | 0.11% | −114−0.4% | Reduced |
| Waters Parkerson & Co., LLC | 26,924 | $1.95M | 0.11% | −450−1.6% | Reduced |
| Kavar Capital Partners Group, LLC | 26,901 | $1.95M | 0.42% | 00.0% | Unchanged |
| Derbend Asset Management | 28,439 | $1.95M | 1.90% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 26,757 | $1.94M | 0.22% | +2,612+10.8% | Added |
| Western Wealth Management, LLC | 26,691 | $1.94M | 0.09% | +18,080+210.0% | Added |
| Winton Group Ltd | 26,605 | $1.93M | 0.10% | +824+3.2% | Added |
| Trustco Bank Corp N Y | 26,478 | $1.92M | 1.90% | −1,017−3.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 26,204 | $1.90M | 0.04% | −131−0.5% | Reduced |
| Adalta Capital Management LLC | 26,125 | $1.89M | 0.94% | +6,125+30.6% | Added |
| Banque Cantonale Vaudoise | 26,083 | $1.89M | 0.08% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 26,066 | $1.89M | 0.95% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 26,000 | $1.89M | 0.26% | −100−0.4% | Reduced |
| Viking Fund Management LLC | 26,000 | $1.89M | 0.43% | 00.0% | Unchanged |
| Cullinan Associates Inc | 25,820 | $1.87M | 0.10% | +300+1.2% | Added |
| TFG Advisers LLC | 25,761 | $1.87M | 0.86% | −486−1.9% | Reduced |
| Brown Brothers Harriman & Co | 25,743 | $1.87M | 0.01% | −803−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 25,729 | $1.87M | 0.10% | +1,497+6.2% | Added |
| NTV Asset Management LLC | 25,560 | $1.85M | 0.31% | −20.0% | Reduced |
| Stolper Co | 25,410 | $1.84M | 0.78% | +991+4.1% | Added |
| Peoples Financial Services Corp. | 25,332 | $1.84M | 0.79% | −250−1.0% | Reduced |
| Raleigh Capital Management Inc. | 25,248 | $1.83M | 0.99% | +25,127+20,766.1% | Added |
| Mainstay Capital Management LLC | 25,140 | $1.82M | 0.33% | −552−2.1% | Reduced |
| Spire Wealth Management | 25,133 | $1.82M | 0.05% | −21,641−46.3% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.81M | 0.19% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 24,971 | $1.81M | 0.04% | +279+1.1% | Added |
| Spreng Capital Management, Inc. | 24,761 | $1.79M | 1.10% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 24,494 | $1.78M | 0.18% | −100,864−80.5% | Reduced |
| Holderness Investments Co | 24,423 | $1.77M | 0.59% | +2,379+10.8% | Added |
| CWS Financial Advisors, LLC | 24,323 | $1.76M | 0.67% | +1,126+4.9% | Added |
| Hilltop Holdings Inc. | 24,297 | $1.76M | 0.20% | −1,149−4.5% | Reduced |
| Savant Capital, LLC | 24,308 | $1.76M | 0.06% | +3,847+18.8% | Added |
| Ontario Teachers Pension Plan Board | 24,171 | $1.75M | 0.02% | −398−1.6% | Reduced |
| Belpointe Asset Management LLC | 24,148 | $1.75M | 0.11% | +3,664+17.9% | Added |
| Hall Private Wealth Advisors | 23,977 | $1.74M | 0.93% | −1,354−5.3% | Reduced |
| Keene & Associates, Inc. | 23,913 | $1.73M | 1.41% | +226+1.0% | Added |
| Busey Wealth Management | 23,818 | $1.73M | 0.07% | −4,246−15.1% | Reduced |
| Bard Financial Services, Inc. | 23,635 | $1.71M | 0.14% | −325−1.4% | Reduced |
| Citizens National Bank Trust Department | 23,308 | $1.71M | 0.69% | −435−1.8% | Reduced |
| Farmers National Bank | 23,533 | $1.71M | 0.59% | −2,885−10.9% | Reduced |
| FourThought Financial, LLC | 23,287 | $1.68M | 0.21% | +945+4.2% | Added |
| Salem Investment Counselors Inc | 23,085 | $1.67M | 0.07% | +10,012+76.6% | Added |
| Wolverine Trading, LLC | 22,983 | $1.67M | 0.05% | +22,983 | New |
| Seeyond | 22,911 | $1.66M | 0.17% | +9,190+67.0% | Added |
| United Community Bank | 22,820 | $1.65M | 1.66% | +582+2.6% | Added |
| Banque Pictet & Cie SA | 22,722 | $1.65M | 0.01% | −3,279−12.6% | Reduced |
| Centaurus Financial, Inc. | 22,638 | $1.64M | 0.13% | −6,638−22.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 22,396 | $1.62M | 0.13% | −610−2.7% | Reduced |
| ARGI Investment Services, LLC | 22,400 | $1.62M | 0.05% | +15+0.1% | Added |
| Mountain Capital Investment Advisors, Inc | 21,709 | $1.62M | 0.76% | −1,343−5.8% | Reduced |
| Selective Wealth Management, Inc. | 22,277 | $1.61M | 0.59% | −1,198−5.1% | Reduced |
| ZWJ Investment Counsel Inc | 22,109 | $1.60M | 0.08% | −500−2.2% | Reduced |
| Capital Square, LLC | 22,117 | $1.60M | 1.14% | +751+3.5% | Added |
| Ieq Capital, LLC | 22,108 | $1.60M | 0.04% | +1,656+8.1% | Added |
| Parsons Capital Management Inc | 22,068 | $1.60M | 0.12% | −550−2.4% | Reduced |
| Stock Yards Bank & Trust Co | 22,062 | $1.60M | 0.09% | −100−0.5% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.58M | 0.07% | 00.0% | Unchanged |
| Burns J W & Co Inc | 21,747 | $1.58M | 0.25% | −1,925−8.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 21,683 | $1.57M | 0.12% | −425−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 21,607 | $1.57M | 0.21% | +13+0.1% | Added |
| Smith, Moore & Co. | 21,475 | $1.56M | 0.21% | −279−1.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,401 | $1.55M | 0.51% | +17+0.1% | Added |
| SevenBridge Financial Group, LLC | 21,331 | $1.55M | 0.54% | −55−0.3% | Reduced |
| Regal Investment Advisors LLC | 21,121 | $1.53M | 0.14% | +161+0.8% | Added |
| Old Port Advisors | 20,668 | $1.53M | 0.52% | +927+4.7% | Added |
| Venture Visionary Partners LLC | 21,094 | $1.53M | 0.10% | +947+4.7% | Added |
| Reuter James Wealth Management, LLC | 20,927 | $1.52M | 0.60% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 20,903 | $1.52M | 0.08% | +250+1.2% | Added |
| Donaldson Capital Management, LLC | 20,862 | $1.51M | 0.07% | −1,482−6.6% | Reduced |
| CapWealth Advisors, LLC | 20,826 | $1.51M | 0.15% | −406−1.9% | Reduced |
| Capital Investment Advisory Services, LLC | 20,739 | $1.50M | 0.16% | +32+0.2% | Added |
| Community Bank of Raymore | 20,730 | $1.50M | 0.42% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,690 | $1.50M | 0.07% | −929−4.3% | Reduced |
| Veriti Management LLC | 20,626 | $1.50M | 0.18% | +1,932+10.3% | Added |
| Regent Peak Wealth Advisors LLC | 20,570 | $1.49M | 0.43% | +98+0.5% | Added |
| Ignite Planners, LLC | 19,629 | $1.49M | 1.00% | +530+2.8% | Added |
| Farmers & Merchants Investments Inc | 20,490 | $1.49M | 0.06% | −690−3.3% | Reduced |
| Barnett & Company, Inc. | 20,410 | $1.48M | 1.05% | +400+2.0% | Added |
| Empirical Finance, LLC | 20,340 | $1.48M | 0.17% | +2,250+12.4% | Added |
| Kingsview Wealth Management, LLC | 20,305 | $1.47M | 0.06% | +486+2.5% | Added |
| Forte Capital LLC | 21,470 | $1.47M | 0.19% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,029 | $1.45M | 0.35% | +2,269+12.8% | Added |
| Canal Insurance CO | 20,000 | $1.45M | 0.40% | 00.0% | Unchanged |
| Grove Bank & Trust | 19,966 | $1.45M | 0.28% | −166−0.8% | Reduced |
| MSH Capital Advisors LLC | 19,877 | $1.44M | 0.59% | +1,327+7.2% | Added |
| Koshinski Asset Management, Inc. | 19,710 | $1.43M | 0.12% | +220+1.1% | Added |
| KG&L Capital Management,LLC | 19,691 | $1.43M | 0.60% | −162−0.8% | Reduced |
| Elevated Capital Advisors, LLC | 19,686 | $1.43M | 0.47% | +19,686 | New |
| Cresset Asset Management, LLC | 19,527 | $1.42M | 0.01% | −607−3.0% | Reduced |
| SeaCrest Wealth Management, LLC | 19,483 | $1.41M | 0.16% | +193+1.0% | Added |
| Prudential PLC | 19,438 | $1.41M | 0.02% | +3,689+23.4% | Added |
| Earnest Partners LLC | 19,331 | $1.40M | 0.01% | +6,430+49.8% | Added |
| Sequoia Financial Advisors, LLC | 19,287 | $1.40M | 0.03% | +2,521+15.0% | Added |
| Chemung Canal Trust Co | 19,233 | $1.40M | 0.27% | +93+0.5% | Added |
| J.W. Cole Advisors, Inc. | 19,191 | $1.39M | 0.09% | −6,991−26.7% | Reduced |