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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 32,749 | $2.33M | 0.65% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 32,875 | $2.35M | 0.26% | +32,875 | New |
| Snowden Capital Advisors LLC | 32,992 | $2.35M | 0.11% | +2,235+7.3% | Added |
| Viking Fund Management LLC | 33,000 | $2.35M | 0.54% | +7,000+26.9% | Added |
| Cullen/Frost Bankers, Inc. | 33,112 | $2.36M | 0.05% | −1,217−3.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,115 | $2.36M | 0.11% | +110.0% | Added |
| Mechanics Bank Trust Department | 33,245 | $2.37M | 0.42% | +1,205+3.8% | Added |
| Cantor Fitzgerald, L. P. | 33,388 | $2.38M | 0.05% | +33,388 | New |
| Cerity Partners LLC | 33,928 | $2.42M | 0.03% | +18,633+121.8% | Added |
| 1832 Asset Management L.P. | 34,147 | $2.44M | 0.00% | −6,988−17.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 34,276 | $2.44M | 0.22% | +2,252+7.0% | Added |
| Essex Financial Services, Inc. | 34,344 | $2.45M | 0.27% | −72−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 34,456 | $2.46M | 0.03% | +10,285+42.6% | Added |
| Rothschild Investment Corp | 34,637 | $2.47M | 0.23% | −100−0.3% | Reduced |
| Hayek Kallen Investment Management | 34,762 | $2.48M | 1.08% | +417+1.2% | Added |
| United Bank | 35,132 | $2.50M | 1.56% | −462−1.3% | Reduced |
| Eudaimonia Advisors LLC | 35,381 | $2.52M | 1.73% | −365−1.0% | Reduced |
| Day & Ennis, LLC | 35,525 | $2.53M | 0.96% | +814+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,653 | $2.54M | 0.16% | +9,924+38.6% | Added |
| Bailard, Inc. | 35,859 | $2.56M | 0.10% | +7,677+27.2% | Added |
| Argent Trust Co | 35,876 | $2.56M | 0.18% | +937+2.7% | Added |
| South State Corp. | 35,923 | $2.56M | 0.24% | +70+0.2% | Added |
| Argyle Capital Management Inc. | 36,059 | $2.57M | 0.92% | +200+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 36,301 | $2.59M | 0.24% | +5,019+16.0% | Added |
| Pinkerton Retirement Specialists, LLC | 36,620 | $2.61M | 0.79% | −5,604−13.3% | Reduced |
| Family Legacy, Inc. | 36,861 | $2.65M | 1.26% | −220−0.6% | Reduced |
| Lakeview Capital Partners, LLC | 37,236 | $2.65M | 1.53% | +131+0.4% | Added |
| Ieq Capital, LLC | 37,429 | $2.67M | 0.08% | +15,321+69.3% | Added |
| Hengehold Capital Management LLC | 37,448 | $2.67M | 0.38% | +1,134+3.1% | Added |
| Veritable, L.P. | 37,468 | $2.67M | 0.05% | +696+1.9% | Added |
| Kempen Capital Management N.V. | 37,818 | $2.70M | 0.10% | +4,779+14.5% | Added |
| Pinnacle Associates Ltd | 38,101 | $2.72M | 0.06% | +144+0.4% | Added |
| Financial Partners Capital Management LLC | 38,267 | $2.73M | 0.59% | −100−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,531 | $2.75M | 0.01% | −169−0.4% | Reduced |
| Brookstone Capital Management | 38,631 | $2.75M | 0.06% | −72,156−65.1% | Reduced |
| Robbins Farley LLC | 38,901 | $2.77M | 2.89% | −5,532−12.5% | Reduced |
| Merit Financial Group, LLC | 39,056 | $2.79M | 0.09% | +10,975+39.1% | Added |
| National Bank of Canada | 38,586 | $2.79M | 0.01% | +1,115+3.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 39,158 | $2.79M | 1.81% | −320−0.8% | Reduced |
| StoneX Group Inc. | 39,201 | $2.80M | 0.34% | +1,367+3.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 39,495 | $2.82M | 0.05% | −7,746−16.4% | Reduced |
| HNP Capital LLC | 39,501 | $2.82M | 0.77% | −481−1.2% | Reduced |
| Brick & Kyle, Associates | 39,712 | $2.83M | 1.58% | +439+1.1% | Added |
| Lantz Financial LLC | 39,745 | $2.83M | 1.28% | −263−0.7% | Reduced |
| Greatmark Investment Partners, Inc. | 40,321 | $2.88M | 0.55% | +716+1.8% | Added |
| Oakworth Capital, Inc. | 40,416 | $2.88M | 0.29% | +2,145+5.6% | Added |
| Clarkston Capital Partners, LLC | 40,580 | $2.89M | 0.05% | −200−0.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 40,716 | $2.90M | 0.44% | −29,657−42.1% | Reduced |
| Sovereign Financial Group, Inc. | 40,766 | $2.91M | 1.15% | +142+0.3% | Added |
| Woodmont Investment Counsel LLC | 41,153 | $2.94M | 0.36% | −815−1.9% | Reduced |
| Warren Averett Asset Management, LLC | 41,183 | $2.94M | 0.27% | +9,298+29.2% | Added |
| Winton Group Ltd | 41,274 | $2.94M | 0.16% | +14,669+55.1% | Added |
| Signaturefd, LLC | 41,488 | $2.96M | 0.10% | +61+0.1% | Added |
| Advisor Partners LLC | 41,582 | $2.96M | 0.21% | +2,352+6.0% | Added |
| Virginia Wealth Management Group, Inc. | 41,844 | $2.98M | 2.87% | −130−0.3% | Reduced |
| Main Street Financial Solutions, LLC | 41,879 | $2.99M | 0.39% | +1,044+2.6% | Added |
| Reynolds Investment Management, Inc. | 42,053 | $3.00M | 1.07% | −202−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,467 | $3.03M | 0.07% | +310+0.7% | Added |
| First Bank & Trust | 42,473 | $3.03M | 0.99% | −352−0.8% | Reduced |
| United Services Automobile Association | 42,552 | $3.03M | 0.08% | +42,552 | New |
| Dearborn Partners LLC | 42,747 | $3.05M | 0.13% | +122+0.3% | Added |
| Los Angeles Capital Management LLC | 43,294 | $3.09M | 0.02% | −418−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 43,793 | $3.12M | 0.13% | +1,764+4.2% | Added |
| Vectors Research Management, LLC | 43,844 | $3.13M | 0.79% | −1,638−3.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 44,026 | $3.14M | 0.37% | −3,131−6.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 44,023 | $3.14M | 0.74% | −180−0.4% | Reduced |
| Armor Investment Advisors, LLC | 44,085 | $3.14M | 2.04% | −295−0.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,305 | $3.16M | 0.41% | −505−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 44,376 | $3.16M | 0.27% | +38,836+701.0% | Added |
| All Terrain Financial Advisors, LLC | 44,473 | $3.17M | 1.63% | −1,820−3.9% | Reduced |
| Arkadios Wealth Advisors | 44,570 | $3.18M | 0.47% | +4,910+12.4% | Added |
| Regentatlantic Capital LLC | 45,171 | $3.22M | 0.11% | +3,955+9.6% | Added |
| MTM Investment Management, LLC | 44,062 | $3.22M | 1.74% | +31+0.1% | Added |
| United Asset Strategies, Inc. | 45,488 | $3.24M | 0.47% | +41+0.1% | Added |
| Rench Wealth Management, Inc. | 45,583 | $3.25M | 1.67% | −1,771−3.7% | Reduced |
| CWM, LLC | 45,764 | $3.26M | 0.03% | +4,352+10.5% | Added |
| Cubist Systematic Strategies, LLC | 45,857 | $3.27M | 0.02% | +3,145+7.4% | Added |
| Csenge Advisory Group | 45,866 | $3.27M | 0.27% | +5,256+12.9% | Added |
| Tiaa, FSB | 46,041 | $3.28M | 0.01% | −1,466−3.1% | Reduced |
| Montag A & Associates Inc | 46,063 | $3.29M | 0.21% | −760−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 46,070 | $3.29M | 0.81% | +1,400+3.1% | Added |
| Lincoln National Corp | 46,253 | $3.30M | 0.08% | +1,706+3.8% | Added |
| D L Carlson Investment Group Inc | 46,739 | $3.33M | 0.70% | +1,379+3.0% | Added |
| Doyle Wealth Management | 46,773 | $3.33M | 0.27% | −1,504−3.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 46,915 | $3.35M | 0.16% | +3,852+8.9% | Added |
| Nordea Investment Management AB | 47,323 | $3.35M | 0.00% | −14,270−23.2% | Reduced |
| Palisade Asset Management, LLC | 47,649 | $3.40M | 0.44% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 47,685 | $3.40M | 0.19% | −3,404−6.7% | Reduced |
| FAI Wealth Management | 47,801 | $3.41M | 3.13% | −50−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,700 | $3.41M | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 48,481 | $3.46M | 0.63% | +2,111+4.6% | Added |
| OneAscent Wealth Management LLC | 48,659 | $3.47M | 1.77% | +956+2.0% | Added |
| JustInvest LLC | 49,432 | $3.52M | 0.16% | +9,465+23.7% | Added |
| Coston, McIsaac & Partners | 49,706 | $3.54M | 2.14% | +49,706 | New |
| First National Trust Co | 49,934 | $3.56M | 0.20% | −460−0.9% | Reduced |
| Aptus Capital Advisors, LLC | 50,767 | $3.62M | 0.12% | +2,765+5.8% | Added |
| Van Hulzen Asset Management, LLC | 50,815 | $3.62M | 0.43% | +45,061+783.1% | Added |
| Sugarloaf Wealth Management, LLC | 50,937 | $3.63M | 0.91% | −115−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,206 | $3.64M | 0.05% | −21,619−29.7% | Reduced |
| Putnam Investments LLC | 51,162 | $3.65M | 0.01% | −167,184−76.6% | Reduced |