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.
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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| DMG Group, LLC | 12,386 | $896.0K | 1.06% | +803+6.9% | Added |
| HM Payson & Co | 12,590 | $898.0K | 0.02% | −140−1.1% | Reduced |
| Widmann Financial Services, Inc. | 12,637 | $901.0K | 0.93% | +60+0.5% | Added |
| International Assets Investment Management, LLC | 12,645 | $902.0K | 0.18% | −185−1.4% | Reduced |
| Toroso Investments, LLC | 12,663 | $903.0K | 0.03% | +10.0% | Added |
| Resources Management Corp | 12,745 | $909.0K | 0.15% | −225−1.7% | Reduced |
| Stableford Capital II LLC | 11,799 | $912.0K | 0.42% | −859−6.8% | Reduced |
| Shell Asset Management Co | 12,943 | $923.0K | 0.03% | −289−2.2% | Reduced |
| Blue Fin Capital, Inc. | 12,982 | $925.0K | 0.33% | −420−3.1% | Reduced |
| Magnolia Capital Advisors LLC | 13,015 | $928.0K | 0.84% | −163−1.2% | Reduced |
| BT Wealth Management LLC | 13,016 | $928.0K | 0.26% | 00.0% | Unchanged |
| Qtron Investments LLC | 13,085 | $933.0K | 0.21% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 13,118 | $935.0K | 1.00% | −3,253−19.9% | Reduced |
| Burney Co | 13,115 | $935.0K | 0.05% | −87−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 13,158 | $938.0K | 0.10% | +982+8.1% | Added |
| Lazard Asset Management LLC | 13,210 | $941.0K | 0.00% | −4,266−24.4% | Reduced |
| LaFleur & Godfrey LLC | 13,231 | $944.0K | 0.15% | −743−5.3% | Reduced |
| Sawtooth Solutions, LLC | 13,325 | $950.0K | 0.12% | +2,362+21.5% | Added |
| Court Place Advisors, LLC | 13,334 | $951.0K | 0.36% | +232+1.8% | Added |
| Marco Investment Management LLC | 13,420 | $957.0K | 0.11% | +3,500+35.3% | Added |
| Resources Investment Advisors, LLC. | 13,461 | $960.0K | 0.04% | +304+2.3% | Added |
| L.M. Kohn & Company | 13,500 | $963.0K | 0.45% | +1,965+17.0% | Added |
| HM Capital Management, LLC | 13,520 | $964.0K | 0.54% | +4,665+52.7% | Added |
| First United Bank Trust | 13,533 | $965.0K | 0.44% | −2,149−13.7% | Reduced |
| Berkeley Capital Partners, LLC | 13,617 | $971.0K | 0.40% | +1,306+10.6% | Added |
| Integrated Wealth Concepts LLC | 13,658 | $974.0K | 0.03% | −1,578−10.4% | Reduced |
| Cigna Investments Inc | 13,689 | $976.0K | 0.20% | −4,944−26.5% | Reduced |
| United Bank | 13,750 | $980.0K | 0.15% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 13,760 | $981.0K | 0.55% | +37+0.3% | Added |
| Twin Capital Management Inc | 13,777 | $982.0K | 0.13% | 00.0% | Unchanged |
| Columbus Macro, LLC | 13,793 | $984.0K | 0.37% | −477−3.3% | Reduced |
| Coastal Investment Advisors, Inc. | 13,472 | $985.0K | 0.24% | −1,665−11.0% | Reduced |
| Mather Group, LLC. | 13,809 | $985.0K | 0.02% | +804+6.2% | Added |
| Cooper Financial Group | 13,808 | $985.0K | 0.36% | +1,263+10.1% | Added |
| Am Investment Strategies LLC | 13,850 | $988.0K | 0.35% | +47+0.3% | Added |
| Columbia Asset Management | 13,950 | $995.0K | 0.26% | +13,950 | New |
| White Lighthouse Investment Management Inc. | 13,974 | $996.0K | 0.28% | −8−0.1% | Reduced |
| Mitchell Sinkler & Starr | 13,995 | $998.0K | 0.37% | +230+1.7% | Added |
| Confluence Wealth Services, Inc. | 12,837 | $1.00M | 0.44% | +683+5.6% | Added |
| Jaffetilchin Investment Partners, LLC | 14,083 | $1.00M | 0.12% | +77+0.5% | Added |
| Congress Asset Management Co | 14,140 | $1.01M | 0.01% | +4,755+50.7% | Added |
| Woodstock Corp | 14,178 | $1.01M | 0.14% | −114−0.8% | Reduced |
| Chatham Capital Group, Inc. | 14,194 | $1.01M | 0.23% | 00.0% | Unchanged |
| Ti-Trust, Inc | 14,210 | $1.01M | 1.04% | +600+4.4% | Added |
| Legacy Wealth Asset Management, LLC | 14,245 | $1.02M | 0.41% | −50.0% | Reduced |
| IHT Wealth Management, LLC | 14,265 | $1.02M | 0.09% | +226+1.6% | Added |
| Welch & Forbes LLC | 14,332 | $1.02M | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 14,435 | $1.03M | 0.04% | −158−1.1% | Reduced |
| TrinityPoint Wealth, LLC | 14,497 | $1.03M | 0.23% | +802+5.9% | Added |
| Laidlaw Wealth Management LLC | 14,516 | $1.03M | 0.21% | +8,921+159.4% | Added |
| SignalPoint Asset Management, LLC | 14,533 | $1.04M | 0.38% | +144+1.0% | Added |
| V Wealth Advisors LLC | 14,549 | $1.04M | 0.20% | +1,246+9.4% | Added |
| FinTrust Capital Advisors, LLC | 14,433 | $1.04M | 0.26% | +500+3.6% | Added |
| Gotham Asset Management, LLC | 14,584 | $1.04M | 0.03% | −22,687−60.9% | Reduced |
| Belpointe Asset Management LLC | 14,584 | $1.04M | 0.07% | −9,564−39.6% | Reduced |
| ProVise Management Group, LLC | 14,601 | $1.04M | 0.11% | −77−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 14,601 | $1.04M | 0.11% | +199+1.4% | Added |
| AdvisorNet Financial, Inc | 14,646 | $1.04M | 0.10% | +428+3.0% | Added |
| Rowland & Co Investment Counsel | 14,648 | $1.04M | 0.27% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,862 | $1.06M | 0.09% | +1,574+11.8% | Added |
| Guardian Investment Management | 14,910 | $1.06M | 0.93% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 14,856 | $1.06M | 0.18% | +2,071+16.2% | Added |
| Powers Advisory Group, LLC | 15,097 | $1.08M | 0.83% | −377−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 14,045 | $1.08M | 0.11% | +2,620+22.9% | Added |
| Advisor OS, LLC | 15,233 | $1.09M | 0.32% | +4,350+40.0% | Added |
| Adirondack Trust Co | 15,249 | $1.09M | 0.58% | +648+4.4% | Added |
| Gleason Group, Inc. | 15,319 | $1.09M | 0.38% | +137+0.9% | Added |
| Bristlecone Advisors, LLC | 15,403 | $1.10M | 0.14% | +793+5.4% | Added |
| NorthRock Partners, LLC | 15,419 | $1.10M | 0.11% | −1,397−8.3% | Reduced |
| Sheets Smith Wealth Management | 15,435 | $1.10M | 0.18% | −3,270−17.5% | Reduced |
| We Are One Seven, LLC | 15,470 | $1.10M | 0.15% | +2,188+16.5% | Added |
| ICA Group Wealth Management, LLC | 13,766 | $1.10M | 0.21% | +1,202+9.6% | Added |
| Islay Capital Management, LLC | 15,505 | $1.11M | 1.15% | −1,585−9.3% | Reduced |
| Pacitti Group Inc. | 15,596 | $1.11M | 0.85% | +1,230+8.6% | Added |
| Element Capital Management LLC | 15,587 | $1.11M | 0.56% | +5,196+50.0% | Added |
| RS Crum Inc. | 15,611 | $1.11M | 0.57% | −156−1.0% | Reduced |
| Madden Securities Corp | 15,661 | $1.12M | 0.61% | −235−1.5% | Reduced |
| Scotia Capital Inc. | 15,772 | $1.13M | 0.01% | +8,836+127.4% | Added |
| Metis Global Partners, LLC | 15,870 | $1.13M | 0.18% | −874−5.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 15,854 | $1.13M | 0.68% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 15,874 | $1.13M | 0.77% | −78−0.5% | Reduced |
| Greenleaf Trust | 15,885 | $1.13M | 0.02% | +5,145+47.9% | Added |
| Wealth Alliance | 15,906 | $1.14M | 0.22% | −1,691−9.6% | Reduced |
| ICW Investment Advisors LLC | 16,031 | $1.14M | 0.73% | +50+0.3% | Added |
| Ipswich Investment Management Co., Inc. | 16,175 | $1.15M | 0.33% | −1,564−8.8% | Reduced |
| Bessemer Group Inc | 16,220 | $1.16M | 0.00% | +1,537+10.5% | Added |
| West Bancorporation Inc | 16,269 | $1.16M | 0.82% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 16,325 | $1.16M | 0.21% | +7,295+80.8% | Added |
| HHM Wealth Advisors, LLC | 16,342 | $1.17M | 0.30% | −155−0.9% | Reduced |
| McMillion Capital Management Inc | 16,465 | $1.17M | 0.98% | −1,175−6.7% | Reduced |
| Stokes Family Office, LLC | 16,461 | $1.17M | 0.16% | +248+1.5% | Added |
| Mayfair Advisory Group, LLC | 15,266 | $1.17M | 1.55% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 16,487 | $1.18M | 0.55% | +3,968+31.7% | Added |
| Asset Advisors Investment Management, LLC | 16,593 | $1.18M | 0.16% | −200−1.2% | Reduced |
| StrategIQ Financial Group, LLC | 16,663 | $1.19M | 0.14% | +65+0.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,669 | $1.19M | 0.36% | +200+1.2% | Added |
| Benedict Financial Advisors Inc | 16,757 | $1.20M | 0.35% | −190−1.1% | Reduced |
| Toews Corp | 16,800 | $1.20M | 0.80% | +11,200+200.0% | Added |
| Hills Bank & Trust Co | 16,827 | $1.20M | 0.20% | −50−0.3% | Reduced |
| Biltmore Family Office, LLC | 16,849 | $1.20M | 0.30% | 00.0% | Unchanged |