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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 22,207 | $1.58M | 0.22% | +1,581+7.7% | Added |
| CapWealth Advisors, LLC | 22,240 | $1.59M | 0.19% | +1,414+6.8% | Added |
| B. Riley Wealth Management, Inc. | 22,329 | $1.59M | 0.15% | +12,008+116.3% | Added |
| Laurel Wealth Advisors, Inc. | 22,333 | $1.59M | 0.16% | −63−0.3% | Reduced |
| Mountain Capital Investment Advisors, Inc | 22,366 | $1.59M | 0.80% | +657+3.0% | Added |
| Seeyond | 22,461 | $1.60M | 0.18% | −450−2.0% | Reduced |
| Wealthspire Advisors, LLC | 22,775 | $1.62M | 0.03% | +3,640+19.0% | Added |
| Regal Investment Advisors LLC | 22,819 | $1.63M | 0.17% | +1,698+8.0% | Added |
| Constitution Capital LLC | 22,894 | $1.63M | 1.05% | +6,100+36.3% | Added |
| Capital Square, LLC | 22,957 | $1.64M | 1.36% | +840+3.8% | Added |
| ARGI Investment Services, LLC | 23,003 | $1.64M | 0.05% | +603+2.7% | Added |
| Ascent Group, LLC | 21,325 | $1.64M | 0.20% | +4,877+29.7% | Added |
| Bard Financial Services, Inc. | 23,085 | $1.65M | 0.15% | −550−2.3% | Reduced |
| Prudential PLC | 23,147 | $1.65M | 0.03% | +3,709+19.1% | Added |
| Busey Wealth Management | 23,186 | $1.65M | 0.08% | −632−2.7% | Reduced |
| Farmers National Bank | 23,292 | $1.66M | 0.63% | −241−1.0% | Reduced |
| Farmers & Merchants Investments Inc | 23,365 | $1.67M | 0.07% | +2,875+14.0% | Added |
| Adviser Investments LLC | 23,468 | $1.67M | 0.11% | +5,469+30.4% | Added |
| CWS Financial Advisors, LLC | 23,573 | $1.68M | 0.77% | −750−3.1% | Reduced |
| Salem Investment Counselors Inc | 23,571 | $1.68M | 0.08% | +486+2.1% | Added |
| United Community Bank | 23,605 | $1.68M | 1.81% | +785+3.4% | Added |
| Verdence Capital Advisors LLC | 23,926 | $1.71M | 0.22% | −2,831−10.6% | Reduced |
| ZWJ Investment Counsel Inc | 24,004 | $1.71M | 0.10% | +1,895+8.6% | Added |
| Holderness Investments Co | 24,047 | $1.72M | 0.72% | −376−1.5% | Reduced |
| Keene & Associates, Inc. | 24,128 | $1.72M | 1.61% | +215+0.9% | Added |
| Harbour Investments, Inc. | 24,294 | $1.73M | 0.12% | +24,294 | New |
| Stonnington Group, LLC | 24,405 | $1.74M | 0.46% | +10,600+76.8% | Added |
| Redpoint Investment Management Pty Ltd | 24,494 | $1.75M | 0.21% | 00.0% | Unchanged |
| Savant Capital, LLC | 24,614 | $1.75M | 0.05% | +306+1.3% | Added |
| Spreng Capital Management, Inc. | 24,711 | $1.76M | 1.31% | −50−0.2% | Reduced |
| Vestcor Inc | 24,674 | $1.76M | 0.07% | +7,910+47.2% | Added |
| O'Shaughnessy Asset Management, LLC | 24,794 | $1.77M | 0.03% | +6,198+33.3% | Added |
| Change Path, LLC | 24,795 | $1.77M | 0.10% | +14,430+139.2% | Added |
| Chicago Trust Co NA | 24,870 | $1.77M | 0.45% | +12,993+109.4% | Added |
| FourThought Financial, LLC | 24,908 | $1.78M | 0.26% | +1,621+7.0% | Added |
| Peoples Financial Services Corp. | 24,932 | $1.78M | 0.84% | −400−1.6% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.78M | 0.22% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 25,244 | $1.80M | 0.17% | +12,032+91.1% | Added |
| Mainstay Capital Management LLC | 25,256 | $1.80M | 0.42% | +116+0.5% | Added |
| NTV Asset Management LLC | 25,560 | $1.82M | 0.36% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 25,648 | $1.83M | 0.52% | +2,340+10.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 25,691 | $1.83M | 0.47% | −135,675−84.1% | Reduced |
| Hilltop Holdings Inc. | 25,796 | $1.84M | 0.24% | +1,499+6.2% | Added |
| John G Ullman & Associates Inc | 25,800 | $1.84M | 0.30% | −200−0.8% | Reduced |
| Stock Yards Bank & Trust Co | 25,808 | $1.84M | 0.08% | +3,746+17.0% | Added |
| Buckingham Strategic Wealth, LLC | 26,005 | $1.85M | 0.04% | −199−0.8% | Reduced |
| Dynamic Advisor Solutions LLC | 26,016 | $1.85M | 0.14% | −2,991−10.3% | Reduced |
| Western Wealth Management, LLC | 26,159 | $1.86M | 0.11% | −532−2.0% | Reduced |
| Adalta Capital Management LLC | 26,125 | $1.86M | 1.21% | 00.0% | Unchanged |
| TFG Advisers LLC | 26,227 | $1.87M | 1.00% | +466+1.8% | Added |
| Brown Brothers Harriman & Co | 26,253 | $1.87M | 0.02% | +510+2.0% | Added |
| Diversified Portfolios, Inc. | 26,330 | $1.88M | 0.52% | −1,305−4.7% | Reduced |
| Stolper Co | 26,462 | $1.89M | 0.89% | +1,052+4.1% | Added |
| Trustco Bank Corp N Y | 26,478 | $1.89M | 2.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42,351 | $1.89M | 0.06% | −21,744−33.9% | Reduced |
| Ronald Blue Trust, Inc. | 26,272 | $1.91M | 0.03% | +26,272 | New |
| Bank of Hawaii | 26,759 | $1.91M | 0.12% | −495−1.8% | Reduced |
| Waters Parkerson & Co., LLC | 26,924 | $1.92M | 0.12% | 00.0% | Unchanged |
| Millennium Management LLC | 26,951 | $1.92M | 0.00% | −68,028−71.6% | Reduced |
| Kavar Capital Partners Group, LLC | 26,955 | $1.92M | 0.45% | +54+0.2% | Added |
| LBMC Investment Advisors, LLC | 27,126 | $1.93M | 0.21% | +8,498+45.6% | Added |
| Dean Investment Associates, LLC | 27,144 | $1.94M | 0.38% | −179−0.7% | Reduced |
| Bennicas & Associates, Inc. | 27,666 | $1.97M | 1.15% | +1,600+6.1% | Added |
| NBT Bank N A | 27,763 | $1.98M | 0.30% | −90−0.3% | Reduced |
| Quadrature Capital Ltd | 28,019 | $2.00M | 0.08% | +17,870+176.1% | Added |
| Sumitomo Life Insurance Co | 28,305 | $2.02M | 0.06% | +557+2.0% | Added |
| Moody National Bank Trust Division | 28,354 | $2.02M | 0.21% | +9,903+53.7% | Added |
| Peapack Gladstone Financial Corp | 28,420 | $2.03M | 0.05% | −498−1.7% | Reduced |
| Jacobi Capital Management LLC | 28,562 | $2.04M | 0.27% | −535−1.8% | Reduced |
| First City Capital Management, Inc. | 28,577 | $2.04M | 1.25% | −100−0.3% | Reduced |
| Coastal Bridge Advisors, LLC | 28,595 | $2.04M | 0.63% | +113+0.4% | Added |
| Proequities, Inc. | 29,077 | $2.07M | 0.18% | +682+2.4% | Added |
| Crawford Investment Counsel Inc | 29,068 | $2.07M | 0.05% | +4,097+16.4% | Added |
| Johnson Investment Counsel Inc | 29,090 | $2.07M | 0.03% | −110−0.4% | Reduced |
| Nepsis, Inc. | 29,098 | $2.08M | 0.74% | −338−1.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 29,092 | $2.08M | 0.29% | +29,092 | New |
| Calamos Wealth Management LLC | 29,257 | $2.09M | 0.19% | −305−1.0% | Reduced |
| GSB Wealth Management, LLC | 29,333 | $2.09M | 0.71% | −595−2.0% | Reduced |
| Copperwynd Financial, LLC | 29,551 | $2.11M | 1.24% | +29,551 | New |
| Old National Bancorp | 29,562 | $2.11M | 0.07% | +17,946+154.5% | Added |
| Geneos Wealth Management Inc. | 28,969 | $2.12M | 0.10% | −363−1.2% | Reduced |
| Summit Global Investments | 29,725 | $2.12M | 0.19% | −155,286−83.9% | Reduced |
| National Asset Management, Inc. | 29,811 | $2.13M | 0.09% | −3,825−11.4% | Reduced |
| Raleigh Capital Management Inc. | 29,951 | $2.14M | 1.22% | +4,703+18.6% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $2.14M | 0.12% | 00.0% | Unchanged |
| Essex LLC | 30,119 | $2.15M | 0.67% | −340−1.1% | Reduced |
| Forte Capital LLC | 30,165 | $2.15M | 0.37% | +8,695+40.5% | Added |
| Brown Advisory Inc | 30,273 | $2.16M | 0.00% | +2,454+8.8% | Added |
| Balentine LLC | 30,310 | $2.16M | 0.08% | +13,346+78.7% | Added |
| Hancock Whitney Corp | 30,348 | $2.17M | 0.09% | −616−2.0% | Reduced |
| Green Square Capital Advisors LLC | 31,147 | $2.22M | 0.41% | −181−0.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 31,215 | $2.23M | 0.75% | −15,338−32.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,236 | $2.23M | 0.26% | +213+0.7% | Added |
| Wills Financial Group, Inc. | 31,460 | $2.24M | 1.10% | −3,468−9.9% | Reduced |
| Leelyn Smith, LLC | 31,547 | $2.25M | 0.58% | +1,124+3.7% | Added |
| Everence Capital Management Inc | 31,681 | $2.26M | 0.20% | 00.0% | Unchanged |
| Duality Advisers, LP | 31,907 | $2.27M | 0.22% | +24,522+332.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 32,036 | $2.28M | 0.52% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 32,321 | $2.31M | 0.05% | −15,818−32.9% | Reduced |
| Azimuth Capital Investment Management LLC | 32,475 | $2.32M | 0.12% | +32,475 | New |