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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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q2 2022 vs. Q1 2022

How the institutions holding Southern Co changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of SO: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders1,700221,683+5
Shares653.2M4.15M661.2M+12.1M (+1.9%)
Value$47.3B$306.0M$47.2B+$127.8M (+0.3%)

22 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (101)

Institutions that held Southern Co at the end of Q2 2022 but not at the end of Q1 2022.

Showing the largest 100 of 101 by value.

Institutions new to SO in Q2 2022
InstitutionSharesValue% of portfolio
Farmer Steven Patrick1,865,810$133.1M2.07%
Two Sigma Advisers, LP684,000$48.8M0.14%
Mn Services Vermogensbeheer B.V.367,500$26.2M0.24%
Verition Fund Management LLC336,418$24.0M0.52%
Schonfeld Strategic Advisors LLC215,700$15.4M0.16%
New York Life Investment Management LLC149,321$10.6M0.12%
Advocate Group LLC137,232$9.79M2.28%
Connor, Clark & Lunn Investment Management Ltd.125,097$8.92M0.05%
Andra AP-fonden116,500$8.31M0.24%
Marshall Wace, LLP116,000$8.27M0.02%
Intech Investment Management LLC107,169$7.64M0.04%
Weiss Asset Management LP92,632$6.61M0.17%
Contravisory Investment Management, Inc.83,819$5.98M1.94%
Aigen Investment Management, LP78,204$5.58M0.94%
Advisors Asset Management, Inc.62,342$4.45M0.08%
Sciencast Management LP48,215$3.74M0.84%
Coston, McIsaac & Partners49,706$3.54M2.14%
United Services Automobile Association42,552$3.03M0.08%
Cantor Fitzgerald, L. P.33,388$2.38M0.05%
HighPoint Advisor Group LLC32,875$2.35M0.26%
Azimuth Capital Investment Management LLC32,475$2.32M0.12%
Copperwynd Financial, LLC29,551$2.11M1.24%
Transamerica Financial Advisors, Inc.29,092$2.08M0.29%
Ronald Blue Trust, Inc.26,272$1.91M0.03%
Harbour Investments, Inc.24,294$1.73M0.12%
NewEdge Wealth, LLC19,536$1.39M0.06%
Cornerstone Advisors, LLC18,500$1.32M0.07%
Ergoteles LLC18,227$1.30M0.04%
WT Wealth Management17,063$1.22M0.60%
Columbia Asset Management13,950$995.0K0.26%
HAP Trading, LLC11,382$812.0K0.10%
Jupiter Asset Management Ltd11,030$787.0K0.01%
Warberg Asset Management LLC10,000$713.0K0.24%
Peak Planning Group, LLC9,978$711.5K0.60%
Infrastructure Capital Advisors, LLC9,784$697.0K0.14%
Dynamic Technology Lab Private Ltd9,323$665.0K0.08%
Advisor Resource Council8,986$641.0K0.06%
Engineers Gate Manager LP8,674$619.0K0.02%
Y-Intercept (Hong Kong) Ltd7,827$558.0K0.07%
Frontier Asset Management, LLC7,505$535.0K0.45%
XTX Topco Ltd6,772$483.0K0.20%
Tradewinds, LLC.6,484$462.0K0.31%
KerberRose Wealth Management, LLC5,077$362.0K0.29%
Kowal Investment Group, LLC4,969$354.0K0.12%
BEAM Asset Management, LLC4,851$346.0K0.38%
Autumn Glory Partners, LLC4,735$338.0K0.25%
BI Asset Management Fondsmaeglerselskab A/S4,725$337.0K0.01%
Cutler Group LP4,646$331.0K0.05%
Buckingham Strategic Partners4,416$315.0K0.03%
Matrix Trust Co4,336$309.0K0.09%
Ascension Asset Management LLC4,302$307.0K0.23%
Summit X, LLC4,200$300.0K0.09%
Plan Group Financial, LLC4,130$294.0K0.51%
Townsend Asset Management Corp4,074$291.0K0.15%
Peachtree Investment Partners, LLC3,920$280.0K0.17%
Drake & Associates, LLC3,893$278.0K0.16%
Aprio Wealth Management, LLC3,701$264.0K0.11%
Wedmont Private Capital3,706$264.0K0.06%
Quantinno Capital Management LP3,638$259.0K0.04%
Buttonwood Financial Advisors Inc.3,487$249.0K0.22%
Annex Advisory Services, LLC3,478$248.0K0.02%
Asahi Life Asset Management Co., Ltd.3,460$247.0K0.07%
Pinnacle Private Wealth, LLC3,452$246.0K0.10%
Pinnacle Wealth Management Advisory Group, LLC3,316$236.0K0.04%
Flaharty Asset Management, LLC3,250$232.0K0.05%
Stanley-Laman Group, Ltd.3,172$226.0K0.04%
Abner Herrman & Brock LLC3,067$219.0K0.04%
SBB Research Group LLC3,049$217.0K0.09%
Weybosset Research & Management LLC3,000$214.0K0.11%
Zevin Asset Management LLC2,983$213.0K0.05%
Paradigm Financial Partners, LLC2,927$209.0K0.06%
Physicians Financial Services, Inc.2,889$206.0K0.09%
Trust Investment Advisors2,854$204.0K0.20%
First Citizens Financial Corp2,857$204.0K0.18%
Forum Private Client Group LLC2,867$204.0K0.15%
First National Bank of Mount Dora, Trust Investment Services2,809$201.0K0.07%
Pensionmark Financial Group, LLC2,597$201.0K0.04%
Quintet Private Bank (Europe) S.A.1,983$139.9K0.01%
Heritage Financial Services, LLC1,441$102.0K0.06%
Castle Wealth Management LLC1,330$95.0K0.06%
WFA of San Diego, LLC1,250$89.0K0.08%
Total Clarity Wealth Management, Inc.1,220$87.0K0.05%
Hallmark Capital Management Inc850$61.0K0.01%
State of Wyoming424$30.0K0.02%
Point72 Hong Kong Ltd368$26.0K0.00%
Chilton Capital Management LLC352$25.0K0.00%
Johnson Midwest Financial, LLC351$25.0K0.03%
Investment Research & Advisory Group, Inc.331$24.0K0.02%
Kelly Financial Services LLC272$19.4K0.01%
Eagle Bay Advisors LLC265$18.9K0.01%
Bell Investment Advisors, Inc195$14.0K0.00%
Enterprise Trust & Investment Co80$6.00K0.00%
New Millennium Group LLC88$6.00K0.01%
Lake Point Wealth Management77$5.00K0.00%
Mizuho Securities Co. Ltd.51$4.00K0.00%
Steward Financial Group LLC58$4.00K0.00%
Morton Brown Family Wealth, LLC57$4.00K0.00%
Financial Synergies Wealth Advisors, Inc.14$9990.00%
WestEnd Advisors, LLC12$8550.00%
NuWave Investment Management, LLC5$00.00%

Sold out (96)

Institutions that held Southern Co at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of SO in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Hotchkis & Wiley Capital Management LLC2,039,275$147.9M
ClearBridge Investments Ltd1,295,261$93.9M
ExodusPoint Capital Management, LP363,212$26.3M
Mackay Shields LLC151,893$11.0M
U.S. Capital Wealth Advisors, LLC139,672$10.1M
Chartwell Investment Partners, LLC123,268$8.94M
Polaris Wealth Advisory Group, LLC113,066$8.57M
Greystone Financial Group, LLC117,810$8.54M
Jefferies Group LLC43,645$3.16M
Advisors Preferred, LLC34,440$2.55M
Walleye Capital LLC33,829$2.45M
Hall Private Wealth Advisors23,977$1.74M
Access Financial Services, Inc.17,780$1.29M
WBI Investments17,598$1.28M
IBM Retirement Fund16,900$1.23M
Asset Dedication, LLC15,798$1.14M
Caisse de Depot Et Placement du Quebec14,000$1.01M
Oak Thistle LLC13,614$988.0K
Virtue Capital Management, LLC11,093$804.0K
Sand Hill Global Advisors, LLC10,066$730.0K
Denali Advisors LLC9,900$718.0K
Versor Investments LP9,529$691.0K
AAFMAA Wealth Management & Trust LLC8,221$596.0K
Seven Eight Capital, LP8,141$590.0K
Groesbeck Investment Management Corp8,100$587.0K
Camden Capital, LLC6,920$502.0K
Fayez Sarofim & Co6,358$461.0K
Sunflower Bank, N.A.6,219$451.0K
Longfellow Investment Management Co LLC6,029$438.0K
XML Financial, LLC5,904$428.0K
Relative Value Partners Group, LLC5,773$419.0K
Wealthsource Partners, LLC5,713$414.0K
Neo Ivy Capital Management5,490$398.0K
Boothbay Fund Management, LLC5,289$384.0K
Soltis Investment Advisors LLC5,277$383.0K
Inverness Counsel LLC5,221$379.0K
Pacific Wealth Strategies Group, Inc.5,106$370.0K
Compton Capital Management Inc4,948$359.0K
Applied Capital LLC4,621$335.0K
BOK Financial Private Wealth, Inc.4,555$330.0K
Camelot Portfolios, LLC4,417$320.0K
Aaron Wealth Advisors22,768$314.0K
Financial Architects, Inc4,078$296.0K
Axiom Investment Management LLC3,890$280.0K
FSA Wealth Management LLC3,774$259.0K
Meadow Creek Wealth Advisors LLC3,490$253.0K
Websterrogers Financial Advisors, LLC3,353$248.0K
Shoker Investment Counsel, Inc.3,404$246.0K
Campbell Wealth Management3,316$240.0K
Bluestein R H & Co3,300$239.0K
Laurion Capital Management LP3,300$239.0K
Freedman Financial Associates, Inc.3,240$237.0K
Salem Capital Management Inc3,250$236.0K
Vontobel Holding Ltd.3,258$236.0K
Echo Street Capital Management LLC3,191$231.0K
Evergreen Capital Management LLC3,138$228.0K
Bridgefront Capital, LLC3,130$227.0K
American Trust Investment Advisors, LLC3,056$222.0K
Kingfisher Capital LLC2,957$214.0K
Carlson Capital Management2,957$214.0K
Greenline Partners, LLC2,953$214.0K
Keel Point, LLC2,939$213.0K
Argent Advisors, Inc.2,927$212.0K
NBW Capital LLC2,902$210.0K
Measured Wealth Private Client Group, LLC2,897$210.0K
M. Kulyk & Associates, LLC2,882$209.0K
Financial Partners Group, Inc2,842$206.0K
Ropes Wealth Advisors LLC2,807$204.0K
USAdvisors Wealth Management, LLC2,820$204.0K
Eagle Rock Investment Company, LLC2,813$204.0K
Ategra Capital Management, LLC2,796$202.7K
Capital City Trust Co2,777$202.0K
Mountain Pacific Investment Advisers Inc2,776$201.0K
Phocas Financial Corp.2,770$201.0K
Pine Haven Investment Counsel, Inc2,773$201.0K
Knights of Columbus Asset Advisors LLC1,200$87.0K
Capital Advisory Group Advisory Services, LLC1,052$76.0K
TCWP LLC958$69.0K
Herold Advisors, Inc.800$58.0K
San Luis Wealth Advisors LLC805$55.0K
Simon Quick Advisors, LLC679$49.0K
Tarbox Family Office, Inc.472$34.0K
Penserra Capital Management LLC440$31.0K
Laurel Wealth Planning LLC301$22.0K
Goodwin Investment Advisory280$20.0K
Riggs Asset Managment Co. Inc.250$18.0K
Cribstone Capital Management, LLC175$13.0K
Sageworth Trust Co162$12.0K
Gemmer Asset Management LLC143$10.0K
Roble, Belko & Company, Inc92$7.00K
C M Bidwell & Associates Ltd77$6.00K
Centerpoint Advisors, LLC67$5.00K
Atwood & Palmer Inc50$4.00K
Cordant, Inc.44$3.00K
CFS Investment Advisory Services, LLC15,952$0
Landmark Wealth Management, LLC250–

Not filed for Q2 2022 yet (22)

Institutions that held Southern Co at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.