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, 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 |
|---|---|---|---|---|---|
| Baader Bank INC | 16,900 | $1.21M | 0.12% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,917 | $1.21M | 0.27% | −2,020−10.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,966 | $1.21M | 0.54% | −420−2.4% | Reduced |
| Good Life Advisors, LLC | 16,982 | $1.21M | 0.17% | −361−2.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.21M | 0.20% | 00.0% | Unchanged |
| WT Wealth Management | 17,063 | $1.22M | 0.60% | +17,063 | New |
| Meeder Asset Management Inc | 17,105 | $1.22M | 0.07% | +3,633+27.0% | Added |
| Clifford Swan Investment Counsel LLC | 17,127 | $1.22M | 0.05% | +259+1.5% | Added |
| Cresset Asset Management, LLC | 17,228 | $1.22M | 0.02% | −2,299−11.8% | Reduced |
| Griffin Asset Management, Inc. | 17,147 | $1.22M | 0.20% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 17,158 | $1.22M | 0.02% | +518+3.1% | Added |
| Allworth Financial LP | 17,150 | $1.22M | 0.02% | +2,492+17.0% | Added |
| Abbrea Capital, LLC | 17,167 | $1.22M | 0.20% | −100−0.6% | Reduced |
| Sculati Wealth Management, LLC | 17,160 | $1.22M | 0.70% | +3,655+27.1% | Added |
| Philadelphia Trust Co | 17,185 | $1.23M | 0.13% | +2,135+14.2% | Added |
| Corient Capital Partners, LLC | 17,253 | $1.23M | 0.09% | +3,130+22.2% | Added |
| Meridian Wealth Management, LLC | 17,314 | $1.24M | 0.10% | +2,232+14.8% | Added |
| Red Door Wealth Management, LLC | 17,378 | $1.24M | 0.46% | −422−2.4% | Reduced |
| Personal Cfo Solutions, LLC | 17,404 | $1.24M | 0.29% | −131−0.7% | Reduced |
| Bank Ozk | 17,419 | $1.24M | 0.63% | −920−5.0% | Reduced |
| KCM Investment Advisors LLC | 17,475 | $1.25M | 0.05% | +516+3.0% | Added |
| Evercore Wealth Management, LLC | 17,583 | $1.25M | 0.03% | −500−2.8% | Reduced |
| Trust Co of Vermont | 17,676 | $1.26M | 0.10% | +34+0.2% | Added |
| American Portfolios Advisors | 17,693 | $1.26M | 0.05% | −43−0.2% | Reduced |
| Sandy Spring Bank | 17,850 | $1.27M | 0.08% | −293−1.6% | Reduced |
| Ignite Planners, LLC | 17,896 | $1.28M | 1.05% | −1,733−8.8% | Reduced |
| Park Avenue Securities LLC | 17,937 | $1.28M | 0.02% | +1,392+8.4% | Added |
| Keudell/Morrison Wealth Management | 17,951 | $1.28M | 0.47% | −673−3.6% | Reduced |
| Clearstead Advisors, LLC | 17,970 | $1.28M | 0.10% | +906+5.3% | Added |
| Consolidated Planning Corp | 17,973 | $1.28M | 0.40% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 18,092 | $1.29M | 0.01% | +902+5.2% | Added |
| Altium Wealth Management LLC | 18,146 | $1.29M | 0.09% | +3,210+21.5% | Added |
| Mystic Asset Management, Inc. | 18,226 | $1.30M | 0.79% | −101−0.6% | Reduced |
| Ergoteles LLC | 18,227 | $1.30M | 0.04% | +18,227 | New |
| Delta Asset Management LLC | 18,240 | $1.30M | 0.15% | −735−3.9% | Reduced |
| Blueshift Asset Management, LLC | 18,308 | $1.31M | 0.22% | −23,840−56.6% | Reduced |
| Segall Bryant & Hamill, LLC | 18,305 | $1.31M | 0.01% | +143+0.8% | Added |
| Integrated Advisors Network LLC | 18,332 | $1.31M | 0.09% | +2,400+15.1% | Added |
| Patton Albertson Miller Group, LLC | 18,409 | $1.31M | 0.27% | −773−4.0% | Reduced |
| Squarepoint Ops LLC | 18,432 | $1.31M | 0.01% | −29,806−61.8% | Reduced |
| Banque Cantonale Vaudoise | 18,483 | $1.32M | 0.07% | −7,600−29.1% | Reduced |
| Cornerstone Advisors, LLC | 18,500 | $1.32M | 0.07% | +18,500 | New |
| Ameritas Investment Partners, Inc. | 18,525 | $1.32M | 0.06% | 00.0% | Unchanged |
| Earnest Partners LLC | 18,552 | $1.32M | 0.01% | −779−4.0% | Reduced |
| Spire Wealth Management | 18,683 | $1.33M | 0.05% | −6,450−25.7% | Reduced |
| Kessler Investment Group, LLC | 18,694 | $1.33M | 1.17% | +1,116+6.3% | Added |
| King Luther Capital Management Corp | 18,748 | $1.34M | 0.01% | +13,115+232.8% | Added |
| BKD Wealth Advisors, LLC | 18,940 | $1.35M | 0.05% | +14,743+351.3% | Added |
| Wetherby Asset Management Inc | 18,945 | $1.35M | 0.09% | +1,182+6.7% | Added |
| Chemung Canal Trust Co | 18,953 | $1.35M | 0.31% | −280−1.5% | Reduced |
| Derbend Asset Management | 18,969 | $1.35M | 1.13% | −9,470−33.3% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.35M | 0.28% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 19,029 | $1.36M | 0.11% | +853+4.7% | Added |
| Patten & Patten Inc | 19,099 | $1.36M | 0.12% | +80.0% | Added |
| Creative Financial Designs Inc | 19,140 | $1.36M | 0.22% | +815+4.4% | Added |
| Colony Group LLC | 19,368 | $1.38M | 0.02% | +3,225+20.0% | Added |
| Centaurus Financial, Inc. | 19,434 | $1.39M | 0.14% | −3,204−14.2% | Reduced |
| Rollins Financial | 19,440 | $1.39M | 0.49% | +2,054+11.8% | Added |
| Strategic Wealth Advisors Group, LLC | 19,450 | $1.39M | 0.06% | +7,213+58.9% | Added |
| Garner Asset Management Corp | 19,489 | $1.39M | 0.61% | +1,836+10.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,121 | $1.39M | 0.35% | −1,908−9.5% | Reduced |
| NewEdge Wealth, LLC | 19,536 | $1.39M | 0.06% | +19,536 | New |
| Cullinan Associates Inc | 19,620 | $1.40M | 0.09% | −6,200−24.0% | Reduced |
| Reuter James Wealth Management, LLC | 19,715 | $1.41M | 0.87% | −1,212−5.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,846 | $1.42M | 1.02% | −11,417−36.5% | Reduced |
| J.W. Cole Advisors, Inc. | 19,889 | $1.42M | 0.11% | +698+3.6% | Added |
| Ascent Wealth Partners, LLC | 19,657 | $1.42M | 0.32% | +6,030+44.3% | Added |
| Canal Insurance CO | 20,000 | $1.43M | 0.42% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 20,122 | $1.44M | 0.08% | +1,110+5.8% | Added |
| Private Trust Co NA | 20,255 | $1.44M | 0.22% | +1,398+7.4% | Added |
| Capital Investment Advisory Services, LLC | 20,378 | $1.45M | 0.18% | −361−1.7% | Reduced |
| Barnett & Company, Inc. | 20,410 | $1.46M | 1.16% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 20,487 | $1.46M | 0.04% | +1,200+6.2% | Added |
| MSH Capital Advisors LLC | 20,554 | $1.47M | 0.68% | +677+3.4% | Added |
| Strategic Blueprint, LLC | 20,564 | $1.47M | 0.19% | +1,612+8.5% | Added |
| Regent Peak Wealth Advisors LLC | 20,620 | $1.47M | 0.48% | +50+0.2% | Added |
| Community Bank of Raymore | 20,730 | $1.48M | 0.45% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 20,844 | $1.49M | 0.02% | +2,613+14.3% | Added |
| Wellington Shields & Co., LLC | 20,860 | $1.49M | 0.36% | +2,035+10.8% | Added |
| Grove Bank & Trust | 20,888 | $1.49M | 0.36% | +922+4.6% | Added |
| Koshinski Asset Management, Inc. | 20,936 | $1.49M | 0.15% | +1,226+6.2% | Added |
| SeaCrest Wealth Management, LLC | 20,985 | $1.50M | 0.19% | +1,502+7.7% | Added |
| Parsons Capital Management Inc | 21,053 | $1.50M | 0.13% | −1,015−4.6% | Reduced |
| Burns J W & Co Inc | 21,162 | $1.51M | 0.29% | −585−2.7% | Reduced |
| Old Port Advisors | 21,436 | $1.52M | 0.59% | +768+3.7% | Added |
| Assenagon Asset Management S.A. | 21,383 | $1.52M | 0.01% | +12,783+148.6% | Added |
| SevenBridge Financial Group, LLC | 21,400 | $1.53M | 0.62% | +69+0.3% | Added |
| Oak Harbor Wealth Partners, LLC | 21,417 | $1.53M | 0.61% | +16+0.1% | Added |
| Wedbush Securities Inc | 21,443 | $1.53M | 0.08% | +753+3.6% | Added |
| Empirical Finance, LLC | 21,499 | $1.53M | 0.20% | +1,159+5.7% | Added |
| Southeast Asset Advisors Inc. | 21,619 | $1.54M | 0.24% | +12+0.1% | Added |
| Mogy Joel R Investment Counsel Inc | 21,683 | $1.55M | 0.15% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 21,800 | $1.55M | 0.08% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 21,853 | $1.56M | 0.10% | +950+4.5% | Added |
| Red Cedar Investment Management, LLC | 21,887 | $1.56M | 0.26% | +4,959+29.3% | Added |
| Mutual Advisors, LLC | 21,902 | $1.56M | 0.10% | +3,764+20.8% | Added |
| Smith, Moore & Co. | 22,018 | $1.57M | 0.24% | +543+2.5% | Added |
| Venture Visionary Partners LLC | 22,056 | $1.57M | 0.12% | +962+4.6% | Added |
| Selective Wealth Management, Inc. | 22,079 | $1.57M | 0.56% | −198−0.9% | Reduced |
| Ethic Inc. | 22,160 | $1.58M | 0.11% | +9,207+71.1% | Added |