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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 19,182 | $1.39M | 0.24% | +907+5.0% | Added |
| Wealthspire Advisors, LLC | 19,135 | $1.39M | 0.03% | +1,812+10.5% | Added |
| Patten & Patten Inc | 19,091 | $1.38M | 0.10% | +30+0.2% | Added |
| Kestra Private Wealth Services, LLC | 19,012 | $1.38M | 0.07% | +376+2.0% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.38M | 0.24% | 00.0% | Unchanged |
| Delta Asset Management LLC | 18,975 | $1.38M | 0.13% | −115−0.6% | Reduced |
| Strategic Blueprint, LLC | 18,952 | $1.37M | 0.16% | +6,166+48.2% | Added |
| Procyon Private Wealth Partners, LLC | 18,937 | $1.37M | 0.29% | +1,264+7.2% | Added |
| Private Trust Co NA | 18,857 | $1.37M | 0.21% | +678+3.7% | Added |
| Wellington Shields & Co., LLC | 18,825 | $1.36M | 0.45% | +50+0.3% | Added |
| Sheets Smith Wealth Management | 18,705 | $1.36M | 0.19% | −968−4.9% | Reduced |
| Cigna Investments Inc | 18,633 | $1.35M | 0.17% | −5,076−21.4% | Reduced |
| LBMC Investment Advisors, LLC | 18,628 | $1.35M | 0.12% | +23+0.1% | Added |
| Keudell/Morrison Wealth Management | 18,624 | $1.35M | 0.56% | −46−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,596 | $1.35M | 0.02% | +6,026+47.9% | Added |
| Ameritas Investment Partners, Inc. | 18,525 | $1.34M | 0.05% | +4,526+32.3% | Added |
| Moody National Bank Trust Division | 18,451 | $1.34M | 0.04% | −280−1.5% | Reduced |
| Bank Ozk | 18,339 | $1.33M | 0.57% | −484−2.6% | Reduced |
| Creative Financial Designs Inc | 18,325 | $1.33M | 0.20% | +196+1.1% | Added |
| Mystic Asset Management, Inc. | 18,327 | $1.33M | 0.71% | +475+2.7% | Added |
| Gateway Investment Advisers LLC | 18,231 | $1.32M | 0.01% | +4,517+32.9% | Added |
| Apollon Wealth Management, LLC | 18,176 | $1.32M | 0.09% | −6,129−25.2% | Reduced |
| Segall Bryant & Hamill, LLC | 18,162 | $1.32M | 0.01% | −652−3.5% | Reduced |
| Sandy Spring Bank | 18,143 | $1.32M | 0.07% | +575+3.3% | Added |
| Mutual Advisors, LLC | 18,138 | $1.31M | 0.07% | −841−4.4% | Reduced |
| Evercore Wealth Management, LLC | 18,083 | $1.31M | 0.02% | −855−4.5% | Reduced |
| Adviser Investments LLC | 17,999 | $1.30M | 0.08% | +40.0% | Added |
| Consolidated Planning Corp | 17,973 | $1.30M | 0.90% | −5,648−23.9% | Reduced |
| Excalibur Management Corp | 17,914 | $1.30M | 0.56% | −3,380−15.9% | Reduced |
| Red Door Wealth Management, LLC | 17,800 | $1.29M | 0.43% | +22+0.1% | Added |
| Access Financial Services, Inc. | 17,780 | $1.29M | 0.61% | −4,366−19.7% | Reduced |
| Wetherby Asset Management Inc | 17,763 | $1.29M | 0.07% | +679+4.0% | Added |
| American Portfolios Advisors | 17,736 | $1.29M | 0.04% | +968+5.8% | Added |
| Ipswich Investment Management Co., Inc. | 17,739 | $1.29M | 0.32% | +330+1.9% | Added |
| Garner Asset Management Corp | 17,653 | $1.28M | 0.52% | −799−4.3% | Reduced |
| Trust Co of Vermont | 17,642 | $1.28M | 0.09% | −333−1.9% | Reduced |
| McMillion Capital Management Inc | 17,640 | $1.28M | 0.79% | −326−1.8% | Reduced |
| WBI Investments | 17,598 | $1.28M | 0.21% | −26,358−60.0% | Reduced |
| Wealth Alliance | 17,597 | $1.28M | 0.26% | +87+0.5% | Added |
| Kessler Investment Group, LLC | 17,578 | $1.27M | 0.74% | +606+3.6% | Added |
| Detalus Advisors, LLC | 17,560 | $1.27M | 0.67% | +202+1.2% | Added |
| Personal Cfo Solutions, LLC | 17,535 | $1.27M | 0.25% | +1,877+12.0% | Added |
| Lazard Asset Management LLC | 17,476 | $1.27M | 0.00% | −18,003−50.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,386 | $1.26M | 0.49% | −109−0.6% | Reduced |
| Rollins Financial | 17,386 | $1.26M | 0.37% | +2,861+19.7% | Added |
| Good Life Advisors, LLC | 17,343 | $1.26M | 0.16% | +1,529+9.7% | Added |
| Abbrea Capital, LLC | 17,267 | $1.25M | 0.18% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 17,190 | $1.25M | 0.01% | +17,190 | New |
| Griffin Asset Management, Inc. | 17,147 | $1.24M | 0.16% | −261−1.5% | Reduced |
| Islay Capital Management, LLC | 17,090 | $1.24M | 1.03% | +1,314+8.3% | Added |
| Clearstead Advisors, LLC | 17,064 | $1.24M | 0.08% | +485+2.9% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.23M | 0.17% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 16,959 | $1.23M | 0.05% | −491−2.8% | Reduced |
| Balentine LLC | 16,964 | $1.23M | 0.04% | +8,316+96.2% | Added |
| William Allan, LLC | 16,953 | $1.23M | 0.93% | −10,827−39.0% | Reduced |
| Benedict Financial Advisors Inc | 16,947 | $1.23M | 0.33% | +208+1.2% | Added |
| Red Cedar Investment Management, LLC | 16,928 | $1.23M | 0.17% | +16,928 | New |
| IBM Retirement Fund | 16,900 | $1.23M | 0.17% | −687−3.9% | Reduced |
| Baader Bank INC | 16,900 | $1.23M | 0.10% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 16,877 | $1.22M | 0.17% | +50+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 16,868 | $1.22M | 0.05% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 42,449 | $1.22M | 1.02% | +42,449 | New |
| Biltmore Family Office, LLC | 16,849 | $1.22M | 0.26% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 16,816 | $1.22M | 0.11% | −3,930−18.9% | Reduced |
| Asset Advisors Investment Management, LLC | 16,793 | $1.22M | 0.14% | −400−2.3% | Reduced |
| Constitution Capital LLC | 16,794 | $1.22M | 0.67% | +6,500+63.1% | Added |
| Vestcor Inc | 16,764 | $1.22M | 0.04% | +3,695+28.3% | Added |
| Metis Global Partners, LLC | 16,744 | $1.21M | 0.15% | +7,513+81.4% | Added |
| Boston Private Wealth LLC | 16,640 | $1.21M | 0.02% | +40.0% | Added |
| Silvercrest Asset Management Group LLC | 16,618 | $1.21M | 0.01% | −69−0.4% | Reduced |
| StrategIQ Financial Group, LLC | 16,598 | $1.20M | 0.13% | +215+1.3% | Added |
| Park Avenue Securities LLC | 16,545 | $1.20M | 0.02% | +342+2.1% | Added |
| HHM Wealth Advisors, LLC | 16,497 | $1.20M | 0.28% | −300−1.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,469 | $1.20M | 0.31% | 00.0% | Unchanged |
| Ascent Group, LLC | 16,448 | $1.19M | 0.14% | −1,972−10.7% | Reduced |
| Bivin & Associates, Inc. | 16,371 | $1.19M | 1.08% | −951−5.5% | Reduced |
| Shepherd Financial Partners LLC | 16,356 | $1.19M | 0.21% | +217+1.3% | Added |
| West Bancorporation Inc | 16,269 | $1.18M | 0.73% | +3,200+24.5% | Added |
| Stokes Family Office, LLC | 16,213 | $1.18M | 0.16% | −76−0.5% | Reduced |
| Colony Group LLC | 16,143 | $1.17M | 0.02% | +2,775+20.8% | Added |
| ICW Investment Advisors LLC | 15,981 | $1.16M | 0.67% | +140+0.9% | Added |
| Retirement Planning Co of New England, Inc. | 15,952 | $1.16M | 0.65% | +274+1.7% | Added |
| Integrated Advisors Network LLC | 15,932 | $1.16M | 0.07% | +2,961+22.8% | Added |
| Madden Securities Corp | 15,896 | $1.15M | 0.52% | −7,500−32.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 15,854 | $1.15M | 0.59% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 15,851 | $1.15M | 0.13% | −23,034−59.2% | Reduced |
| Fort Washington Investment Advisors Inc | 15,769 | $1.14M | 0.01% | −1,030−6.1% | Reduced |
| RS Crum Inc. | 15,767 | $1.14M | 0.65% | −673−4.1% | Reduced |
| Asset Dedication, LLC | 15,798 | $1.14M | 0.13% | +12,552+386.7% | Added |
| First United Bank Trust | 15,682 | $1.14M | 0.45% | +186+1.2% | Added |
| Mayfair Advisory Group, LLC | 15,266 | $1.13M | 1.45% | +498+3.4% | Added |
| AIA Group Ltd | 15,509 | $1.13M | 0.05% | +14,467+1,388.4% | Added |
| Powers Advisory Group, LLC | 15,474 | $1.12M | 0.78% | +320+2.1% | Added |
| American National Registered Investment Advisor, Inc. | 15,307 | $1.11M | 0.40% | −280−1.8% | Reduced |
| Cerity Partners LLC | 15,295 | $1.11M | 0.02% | −1,183−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 15,236 | $1.10M | 0.03% | −898−5.6% | Reduced |
| Gleason Group, Inc. | 15,182 | $1.10M | 0.33% | +148+1.0% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 15,149 | $1.10M | 0.31% | +417+2.8% | Added |
| Coastal Investment Advisors, Inc. | 15,137 | $1.10M | 0.22% | +673+4.7% | Added |
| Meridian Wealth Management, LLC | 15,082 | $1.09M | 0.12% | −489−3.1% | Reduced |