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 |
|---|---|---|---|---|---|
| Philadelphia Trust Co | 15,050 | $1.09M | 0.09% | +1,625+12.1% | Added |
| Altium Wealth Management LLC | 14,936 | $1.08M | 0.07% | +2,065+16.0% | Added |
| Guardian Investment Management | 14,910 | $1.08M | 0.84% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 14,879 | $1.08M | 0.02% | −485−3.2% | Reduced |
| Financial Advisory Service, Inc. | 14,832 | $1.07M | 0.10% | +3,298+28.6% | Added |
| Kovack Advisors, Inc. | 14,741 | $1.07M | 0.11% | +4,820+48.6% | Added |
| Bessemer Group Inc | 14,683 | $1.06M | 0.00% | −2,704−15.6% | Reduced |
| ProVise Management Group, LLC | 14,678 | $1.06M | 0.10% | −281−1.9% | Reduced |
| Allworth Financial LP | 14,658 | $1.06M | 0.01% | +2,169+17.4% | Added |
| Rowland & Co Investment Counsel | 14,648 | $1.06M | 0.25% | +50+0.3% | Added |
| Bristlecone Advisors, LLC | 14,610 | $1.06M | 0.13% | +70.0% | Added |
| Adirondack Trust Co | 14,601 | $1.06M | 0.50% | +1,179+8.8% | Added |
| Citizens Financial Group Inc | 14,593 | $1.06M | 0.04% | +102+0.7% | Added |
| Horizon Investments, LLC | 14,541 | $1.04M | 0.03% | +6,976+92.2% | Added |
| Capital Asset Advisory Services LLC | 14,402 | $1.04M | 0.11% | +789+5.8% | Added |
| SignalPoint Asset Management, LLC | 14,389 | $1.04M | 0.33% | −197−1.4% | Reduced |
| Pacitti Group Inc. | 14,366 | $1.04M | 0.69% | +760+5.6% | Added |
| Welch & Forbes LLC | 14,332 | $1.04M | 0.02% | +2,463+20.8% | Added |
| Jaffetilchin Investment Partners, LLC | 14,006 | $1.04M | 0.12% | +1,075+8.3% | Added |
| Woodstock Corp | 14,292 | $1.04M | 0.12% | −2,510−14.9% | Reduced |
| Columbus Macro, LLC | 14,270 | $1.03M | 0.35% | +823+6.1% | Added |
| Legacy Wealth Asset Management, LLC | 14,250 | $1.03M | 0.37% | +341+2.5% | Added |
| AdvisorNet Financial, Inc | 14,218 | $1.03M | 0.07% | +1,136+8.7% | Added |
| Chatham Capital Group, Inc. | 14,194 | $1.03M | 0.20% | 00.0% | Unchanged |
| Stonnington Group, LLC | 13,805 | $1.03M | 0.25% | +9,700+236.3% | Added |
| Corient Capital Partners, LLC | 14,123 | $1.02M | 0.07% | +1,652+13.2% | Added |
| IHT Wealth Management, LLC | 14,039 | $1.02M | 0.08% | +276+2.0% | Added |
| Caisse de Depot Et Placement du Quebec | 14,000 | $1.01M | 0.00% | −1,200−7.9% | Reduced |
| White Lighthouse Investment Management Inc. | 13,982 | $1.01M | 0.26% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 13,974 | $1.01M | 0.14% | +8+0.1% | Added |
| FinTrust Capital Advisors, LLC | 13,933 | $1.01M | 0.23% | +290+2.1% | Added |
| ARS Wealth Advisors Group, LLC | 13,804 | $1.00M | 0.17% | −468−3.3% | Reduced |
| Am Investment Strategies LLC | 13,803 | $1.00M | 0.27% | +329+2.4% | Added |
| Twin Capital Management Inc | 13,777 | $999.0K | 0.11% | −2,310−14.4% | Reduced |
| Mitchell Sinkler & Starr | 13,765 | $998.0K | 0.31% | −100−0.7% | Reduced |
| United Bank | 13,750 | $997.0K | 0.13% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 13,723 | $995.0K | 0.51% | +39+0.3% | Added |
| TrinityPoint Wealth, LLC | 13,695 | $993.0K | 0.18% | −198−1.4% | Reduced |
| Ascent Wealth Partners, LLC | 13,627 | $988.0K | 0.18% | +1,117+8.9% | Added |
| Oak Thistle LLC | 13,614 | $988.0K | 0.52% | +13,614 | New |
| Ti-Trust, Inc | 13,610 | $987.0K | 0.90% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 13,505 | $979.0K | 0.48% | +1,225+10.0% | Added |
| Meeder Asset Management Inc | 13,472 | $977.0K | 0.05% | +13,472 | New |
| Blue Fin Capital, Inc. | 13,402 | $971.0K | 0.28% | −8−0.1% | Reduced |
| Sowell Financial Services LLC | 13,212 | $969.0K | 0.17% | −15,501−54.0% | Reduced |
| V Wealth Advisors LLC | 13,303 | $964.0K | 0.15% | −214−1.6% | Reduced |
| Focus Financial Network, Inc. | 13,288 | $963.5K | 0.07% | −404−3.0% | Reduced |
| We Are One Seven, LLC | 13,282 | $963.0K | 0.10% | +2,103+18.8% | Added |
| Shell Asset Management Co | 13,232 | $959.0K | 0.02% | −2,169−14.1% | Reduced |
| Stableford Capital II LLC | 12,658 | $959.0K | 0.41% | −1,503−10.6% | Reduced |
| Burney Co | 13,202 | $957.0K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 13,185 | $956.0K | 0.39% | −741−5.3% | Reduced |
| Magnolia Capital Advisors LLC | 13,178 | $956.0K | 0.38% | −23−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 13,157 | $954.0K | 0.04% | +393+3.1% | Added |
| Rafferty Asset Management, LLC | 13,148 | $953.0K | 0.01% | −12,638−49.0% | Reduced |
| Haverford Trust Co | 13,129 | $952.0K | 0.01% | +2,661+25.4% | Added |
| Court Place Advisors, LLC | 13,102 | $950.0K | 0.31% | −200−1.5% | Reduced |
| Qtron Investments LLC | 13,085 | $949.0K | 0.21% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 12,564 | $947.0K | 0.18% | +12,564 | New |
| BT Wealth Management LLC | 13,016 | $944.0K | 0.25% | −60−0.5% | Reduced |
| Mather Group, LLC. | 13,005 | $943.0K | 0.02% | −1,298−9.1% | Reduced |
| Resources Management Corp | 12,970 | $940.0K | 0.13% | −15−0.1% | Reduced |
| Ethic Inc. | 12,953 | $939.0K | 0.06% | +12,953 | New |
| Shikiar Asset Management Inc | 12,850 | $932.0K | 0.26% | −4,300−25.1% | Reduced |
| International Assets Investment Management, LLC | 12,830 | $930.0K | 0.17% | −1,319−9.3% | Reduced |
| HighTower Trust Services, LTA | 12,785 | $927.0K | 0.09% | +7,547+144.1% | Added |
| Intrust Bank NA | 12,774 | $926.0K | 0.12% | −707−5.2% | Reduced |
| HM Payson & Co | 12,730 | $923.0K | 0.02% | −199−1.5% | Reduced |
| Rocky Mountain Advisers, LLC | 12,725 | $923.0K | 1.02% | 00.0% | Unchanged |
| RDA Financial Network | 12,710 | $922.0K | 0.39% | +2,196+20.9% | Added |
| Toroso Investments, LLC | 12,662 | $918.0K | 0.03% | +530+4.4% | Added |
| Plimoth Trust Co LLC | 12,632 | $916.0K | 0.24% | −100−0.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 12,589 | $913.0K | 0.07% | −12,589−50.0% | Reduced |
| Pinebridge Investments, L.P. | 12,597 | $913.0K | 0.01% | +9,572+316.4% | Added |
| Widmann Financial Services, Inc. | 12,577 | $911.0K | 0.81% | +240+1.9% | Added |
| Cooper Financial Group | 12,545 | $910.0K | 0.35% | +8,459+207.0% | Added |
| Trustcore Financial Services, LLC | 12,498 | $906.0K | 0.08% | +1,491+13.5% | Added |
| Bahl & Gaynor Inc | 12,447 | $903.0K | 0.01% | −1,199−8.8% | Reduced |
| Marino, Stram & Associates LLC | 12,368 | $897.0K | 0.28% | −124−1.0% | Reduced |
| Park National Corp | 12,328 | $894.0K | 0.04% | −609−4.7% | Reduced |
| Berkeley Capital Partners, LLC | 12,311 | $893.0K | 0.36% | −4,447−26.5% | Reduced |
| Strategic Wealth Advisors Group, LLC | 12,237 | $886.0K | 0.03% | +1,618+15.2% | Added |
| Country Club Bank | 12,223 | $886.0K | 0.08% | +12,223 | New |
| Atlantic Union Bankshares Corp | 12,176 | $883.0K | 0.08% | −1,173−8.8% | Reduced |
| Confluence Wealth Services, Inc. | 12,154 | $881.0K | 0.32% | −92−0.8% | Reduced |
| DMG Group, LLC | 11,583 | $879.0K | 0.98% | −2,461−17.5% | Reduced |
| Avantax Planning Partners, Inc. | 12,118 | $879.0K | 0.03% | +132+1.1% | Added |
| Symphony Financial, Ltd. Co. | 11,600 | $879.0K | 0.21% | +2,875+33.0% | Added |
| BancorpSouth Bank | 12,078 | $876.0K | 0.11% | −850−6.6% | Reduced |
| Wintrust Investments LLC | 12,049 | $874.0K | 0.08% | −81−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,945 | $866.0K | 0.03% | +9+0.1% | Added |
| Chicago Trust Co NA | 11,877 | $861.0K | 0.18% | −2,600−18.0% | Reduced |
| TrueWealth Advisors, LLC | 12,519 | $859.0K | 0.39% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,853 | $859.0K | 0.05% | +231+2.0% | Added |
| H. L. Ormond & Company, LLC | 11,748 | $852.0K | 1.04% | +13+0.1% | Added |
| Gladstone Institutional Advisory LLC | 11,732 | $851.0K | 0.06% | +677+6.1% | Added |
| Aft, Forsyth & Company, Inc. | 11,733 | $851.0K | 0.54% | +11,733 | New |
| FDx Advisors, Inc. | 11,728 | $850.0K | 0.03% | +162+1.4% | Added |
| Old National Bancorp | 11,616 | $842.0K | 0.03% | +1,066+10.1% | Added |
| Palumbo Wealth Management LLC | 11,589 | $840.0K | 0.54% | +233+2.1% | Added |