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 |
|---|---|---|---|---|---|
| Centre Asset Management, LLC | 11,570 | $839.0K | 0.27% | −53−0.5% | Reduced |
| Global Retirement Partners, LLC | 11,065 | $838.0K | 0.07% | +11,065 | New |
| Aberdeen Wealth Management LLC | 11,541 | $837.0K | 0.57% | +50.0% | Added |
| L.M. Kohn & Company | 11,535 | $837.0K | 0.32% | +11,535 | New |
| Nicollet Investment Management, Inc. | 11,461 | $831.0K | 0.37% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 11,431 | $828.9K | 0.47% | +35+0.3% | Added |
| Checchi Capital Advisers, LLC | 11,425 | $828.0K | 0.09% | +272+2.4% | Added |
| Juncture Wealth Strategies, LLC | 11,411 | $827.0K | 0.39% | −200−1.7% | Reduced |
| Allred Capital Management, LLC | 11,405 | $826.0K | 0.44% | −79−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 11,272 | $817.0K | 0.21% | +651+6.1% | Added |
| Summit Financial Group Inc | 11,218 | $814.0K | 0.28% | −200−1.8% | Reduced |
| Farmers Trust Co | 11,217 | $813.0K | 0.17% | −253−2.2% | Reduced |
| High Net Worth Advisory Group LLC | 11,124 | $807.0K | 0.29% | 00.0% | Unchanged |
| Comerica Securities,inc. | 11,123 | $807.0K | 0.05% | +24+0.2% | Added |
| Diversified Trust Co | 11,108 | $805.0K | 0.03% | −2,966−21.1% | Reduced |
| Chesley Taft & Associates LLC | 10,652 | $805.0K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 11,093 | $804.0K | 0.13% | +2,720+32.5% | Added |
| Bartlett & Co. Wealth Management LLC | 11,023 | $799.2K | 0.01% | +15+0.1% | Added |
| Bartlett & Co. LLC | 11,023 | $799.0K | 0.01% | +15+0.1% | Added |
| Sawtooth Solutions, LLC | 10,963 | $795.0K | 0.10% | +2,743+33.4% | Added |
| Henshaw Capital LLC | 10,940 | $793.3K | 0.05% | −1,348−11.0% | Reduced |
| Advisor OS, LLC | 10,883 | $790.0K | 0.23% | +3,325+44.0% | Added |
| Vident Investment Advisory, LLC | 10,799 | $784.0K | 0.02% | −482−4.3% | Reduced |
| Atlas Brown,Inc. | 10,809 | $784.0K | 0.32% | −13−0.1% | Reduced |
| Valmark Advisers, Inc. | 10,819 | $784.0K | 0.01% | +1,005+10.2% | Added |
| Fiduciary Trust Co | 10,793 | $782.0K | 0.01% | −480−4.3% | Reduced |
| Linscomb & Williams, Inc. | 10,782 | $782.0K | 0.04% | +200+1.9% | Added |
| Greenleaf Trust | 10,740 | $779.0K | 0.01% | +804+8.1% | Added |
| Exane Derivatives | 10,744 | $779.0K | 0.22% | +2,171+25.3% | Added |
| First Farmers & Merchants Bank / Trust | 10,697 | $776.0K | 0.83% | −977−8.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,690 | $775.0K | 0.20% | +227+2.2% | Added |
| First National Corp | 10,650 | $772.0K | 0.16% | −192−1.8% | Reduced |
| First Dallas Securities Inc. | 10,574 | $767.0K | 0.43% | −250−2.3% | Reduced |
| Nwam LLC | 10,522 | $763.0K | 0.06% | +1,838+21.2% | Added |
| Virtu Financial LLC | 10,512 | $762.0K | 0.06% | +10,512 | New |
| Silver Oak Securities, Inc | 10,097 | $758.0K | 0.15% | +10,097 | New |
| Successful Portfolios LLC | 10,424 | $756.0K | 0.43% | +75+0.7% | Added |
| Element Capital Management LLC | 10,391 | $753.0K | 0.38% | +10,391 | New |
| Monetary Management Group Inc | 10,376 | $752.0K | 0.20% | 00.0% | Unchanged |
| Change Path, LLC | 10,365 | $752.0K | 0.04% | +1,535+17.4% | Added |
| Cornerstone Management, Inc. | 10,329 | $749.0K | 0.18% | +10.0% | Added |
| B. Riley Wealth Management, Inc. | 10,321 | $748.0K | 0.06% | −2,993−22.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 10,241 | $743.0K | 0.22% | +76+0.7% | Added |
| Red Wave Investments LLC | 10,216 | $741.0K | 0.26% | +3,995+64.2% | Added |
| Roberts Glore & Co Inc | 10,189 | $739.0K | 0.21% | −584−5.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10,157 | $737.0K | 0.10% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,149 | $736.0K | 0.03% | −5,848−36.6% | Reduced |
| St. Johns Investment Management Company, LLC | 10,149 | $736.0K | 0.39% | +137+1.4% | Added |
| Accurate Wealth Management, LLC | 10,147 | $736.0K | 0.33% | +792+8.5% | Added |
| Arrow Financial Corp | 10,140 | $735.0K | 0.09% | 00.0% | Unchanged |
| Wrapmanager Inc | 10,140 | $735.0K | 0.20% | +88+0.9% | Added |
| Palladium Partners LLC | 10,130 | $735.0K | 0.03% | +144+1.4% | Added |
| Sunbelt Securities, Inc. | 10,093 | $732.0K | 0.13% | −989−8.9% | Reduced |
| Beaumont Financial Partners, LLC | 10,072 | $730.0K | 0.06% | −79−0.8% | Reduced |
| Sand Hill Global Advisors, LLC | 10,066 | $730.0K | 0.04% | +10,066 | New |
| Clarius Group, LLC | 10,612 | $728.0K | 0.06% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 10,033 | $727.0K | 0.06% | +27+0.3% | Added |
| Marco Investment Management LLC | 9,920 | $719.0K | 0.07% | 00.0% | Unchanged |
| Denali Advisors LLC | 9,900 | $718.0K | 0.28% | −700−6.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 9,892 | $718.0K | 0.46% | +1,180+13.5% | Added |
| EPG Wealth Management LLC | 9,887 | $717.0K | 0.25% | +960+10.8% | Added |
| Sunburst Financial Group, LLC | 9,881 | $716.0K | 0.35% | −302−3.0% | Reduced |
| Archford Capital Strategies, LLC | 9,611 | $715.0K | 0.16% | +1,915+24.9% | Added |
| Zeke Capital Advisors, LLC | 9,861 | $715.0K | 0.04% | +9,861 | New |
| Acorn Wealth Advisors, LLC | 9,833 | $713.0K | 0.49% | +84+0.9% | Added |
| People's United Financial, Inc. | 9,793 | $710.0K | 0.02% | −662−6.3% | Reduced |
| Eastover Investment Advisors LLC | 9,729 | $705.0K | 0.37% | +9,729 | New |
| Valeo Financial Advisors, LLC | 9,677 | $702.0K | 0.04% | +2,991+44.7% | Added |
| Gilbert & Cook, Inc. | 9,651 | $700.0K | 0.11% | +292+3.1% | Added |
| Simplicity Wealth,LLC | 9,634 | $699.0K | 0.68% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,631 | $698.0K | 0.01% | −231−2.3% | Reduced |
| Verity Asset Management, Inc. | 9,592 | $696.0K | 0.44% | +1,196+14.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 9,587 | $695.0K | 0.55% | +5+0.1% | Added |
| Versor Investments LP | 9,529 | $691.0K | 0.03% | +5,629+144.3% | Added |
| Insight Inv LLC | 9,490 | $688.0K | 0.62% | +1,595+20.2% | Added |
| Benin Management CORP | 9,462 | $686.0K | 0.21% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 9,464 | $686.0K | 0.05% | +9,464 | New |
| Community Bank, N.A. | 9,444 | $685.0K | 0.08% | −9,254−49.5% | Reduced |
| GoalVest Advisory LLC | 9,449 | $685.0K | 0.39% | +9,449 | New |
| Conning Inc. | 9,394 | $681.0K | 0.02% | −1,150−10.9% | Reduced |
| Congress Asset Management Co | 9,385 | $681.0K | 0.01% | −100−1.1% | Reduced |
| Eagle Strategies LLC | 9,306 | $675.0K | 0.26% | +42+0.5% | Added |
| LVZ Advisors, Inc. | 9,303 | $675.0K | 0.09% | +329+3.7% | Added |
| Jmac Enterprises LLC | 9,302 | $674.0K | 0.16% | +30.0% | Added |
| Clark Financial Advisors | 9,252 | $671.0K | 0.63% | 00.0% | Unchanged |
| Essex Savings Bank | 9,254 | $671.0K | 0.22% | +1,840+24.8% | Added |
| AlphaCrest Capital Management LLC | 9,247 | $671.0K | 0.04% | +5,886+175.1% | Added |
| Smith Chas P & Associates Pa Cpas | 9,241 | $670.0K | 0.05% | +75+0.8% | Added |
| Financial Advocates Investment Management | 9,221 | $669.0K | 0.04% | −267−2.8% | Reduced |
| Ancora Advisors, LLC | 9,207 | $668.0K | 0.02% | −536−5.5% | Reduced |
| Alpha Cubed Investments, LLC | 9,193 | $667.0K | 0.04% | −250−2.6% | Reduced |
| Jones Financial Companies LLLP | 9,184 | $666.0K | 0.00% | +1,896+26.0% | Added |
| Caldwell Trust Co | 9,111 | $660.6K | 0.08% | −1,173−11.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $657.0K | 0.29% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 9,060 | $657.0K | 0.04% | +519+6.1% | Added |
| North Star Investment Management Corp. | 9,040 | $655.0K | 0.05% | 00.0% | Unchanged |
| Montecito Bank & Trust | 9,026 | $655.0K | 0.12% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 9,037 | $655.0K | 0.06% | +13+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 9,036 | $655.0K | 0.15% | +279+3.2% | Added |
| Guardian Wealth Advisors, LLC | 9,030 | $655.0K | 0.28% | +9,030 | New |