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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Southern Co as of Jun 30, 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
- 1,683
- +5 vs. Q1 2022
- Shares held
- 661.2M
- +12.1M (+1.9%) vs. Q1 2022
- Total value
- $47.2B
- +$127.8M (+0.3%) vs. Q1 2022
- New holders
- 101
- 705 more added
- Sold out
- 96
- 563 more reduced
22 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 2,370 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $0 | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | +3 | New |
| Leonteq Securities AG | 3 | $214 | 0.00% | −68−95.8% | Reduced |
| Castleview Partners, LLC | 40 | $542 | 0.00% | −1,169−96.7% | Reduced |
| WestEnd Advisors, LLC | 12 | $855 | 0.00% | +12 | New |
| Financial Synergies Wealth Advisors, Inc. | 14 | $999 | 0.00% | +14 | New |
| J.Safra Asset Management Corp | 93 | $1.00K | 0.02% | −2−2.1% | Reduced |
| Operose Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 17 | $1.21K | 0.00% | −10,727−99.8% | Reduced |
| Raffa Wealth Management, LLC | 19 | $1.35K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 23 | $1.61K | 1.47% | 00.0% | Unchanged |
| PFS Partners, LLC | 42 | $2.97K | 0.00% | +1+2.4% | Added |
| Certified Advisory Corp | 42 | $3.00K | 0.00% | −969−95.8% | Reduced |
| Bellwether Advisors, LLC | 44 | $3.00K | 0.00% | −262−85.6% | Reduced |
| Alaska Permanent Fund Corp | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 51 | $4.00K | 0.00% | +51 | New |
| Steward Financial Group LLC | 58 | $4.00K | 0.00% | +58 | New |
| Morton Brown Family Wealth, LLC | 57 | $4.00K | 0.00% | +57 | New |
| Loomis Sayles & Co L P | 67 | $5.00K | 0.00% | −40−37.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 69 | $5.00K | 0.00% | +27+64.3% | Added |
| Lake Point Wealth Management | 77 | $5.00K | 0.00% | +77 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $6.00K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 80 | $6.00K | 0.00% | +80 | New |
| New Millennium Group LLC | 88 | $6.00K | 0.01% | +88 | New |
| Beaird Harris Wealth Management, LLC | 100 | $7.00K | 0.00% | −2,793−96.5% | Reduced |
| Sierra Capital LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 101 | $7.00K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 106 | $8.00K | 0.01% | +1+1.0% | Added |
| Ci Investments Inc. | 129 | $9.00K | 0.00% | −1−0.8% | Reduced |
| Tfo-TDC, LLC | 135 | $10.0K | 0.00% | −707−84.0% | Reduced |
| Stephenson National Bank & Trust | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 134 | $10.0K | 0.01% | +1+0.8% | Added |
| TD Ameritrade Investment Management, LLC | 150 | $11.0K | 0.00% | −6−3.8% | Reduced |
| Bourgeon Capital Management LLC | 175 | $12.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 174 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 168 | $12.0K | 0.00% | +91+118.2% | Added |
| Curi Capital | 163 | $12.0K | 0.00% | +156+2,228.6% | Added |
| Tilia Fiduciary Partners, Inc. | 175 | $13.0K | 0.01% | 00.0% | Unchanged |
| Win Advisors, Inc | 184 | $13.0K | 0.03% | +129+234.5% | Added |
| Spectrum Management Group, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $14.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 191 | $14.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 196 | $14.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 198 | $14.0K | 0.01% | +99+100.0% | Added |
| Bell Investment Advisors, Inc | 195 | $14.0K | 0.00% | +195 | New |
| WR Wealth Planners, LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 217 | $15.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 220 | $16.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $18.0K | 0.00% | −2,000−88.9% | Reduced |
| Capital Directions Investment Advisors, LLC | 257 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 256 | $18.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 265 | $18.9K | 0.01% | +265 | New |
| Kelly Financial Services LLC | 272 | $19.4K | 0.01% | +272 | New |
| Retirement Group, LLC | 180 | $20.0K | 0.01% | −299−62.4% | Reduced |
| Annapolis Financial Services, LLC | 280 | $20.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 300 | $21.0K | 0.00% | −1,115−78.8% | Reduced |
| Strategic Asset Management, LLC | 300 | $21.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 300 | $21.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 334 | $24.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 340 | $24.0K | 0.00% | +20+6.3% | Added |
| Investment Research & Advisory Group, Inc. | 331 | $24.0K | 0.02% | +331 | New |
| Chilton Capital Management LLC | 352 | $25.0K | 0.00% | +352 | New |
| Johnson Midwest Financial, LLC | 351 | $25.0K | 0.03% | +351 | New |
| Point72 Hong Kong Ltd | 368 | $26.0K | 0.00% | +368 | New |
| Coastal Capital Group, Inc. | 398 | $28.0K | 0.01% | +4+1.0% | Added |
| Atlas Capital Advisors LLC | 397 | $28.3K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 401 | $28.6K | 0.01% | +2+0.5% | Added |
| AllSquare Wealth Management LLC | 400 | $29.0K | 0.02% | −150−27.3% | Reduced |
| First Community Trust NA | 400 | $29.0K | 0.03% | 00.0% | Unchanged |
| Norway Savings Bank | 405 | $29.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 424 | $30.0K | 0.02% | +424 | New |
| JNBA Financial Advisors | 437 | $31.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 431 | $31.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 447 | $31.9K | 0.01% | +4+0.9% | Added |
| BDO Wealth Advisors, LLC | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 467 | $33.0K | 0.03% | +1+0.2% | Added |
| Crewe Advisors LLC | 484 | $35.0K | 0.01% | +234+93.6% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 502 | $36.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 512 | $37.0K | 0.02% | +9+1.8% | Added |
| Endurance Wealth Management, Inc. | 534 | $38.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 537 | $38.0K | 0.03% | 00.0% | Unchanged |