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 |
|---|---|---|---|---|---|
| Private Asset Management Inc | 51,431 | $3.67M | 0.60% | −1,205−2.3% | Reduced |
| Profund Advisors LLC | 51,625 | $3.68M | 0.23% | +2,294+4.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 51,615 | $3.68M | 1.43% | +2,999+6.2% | Added |
| SG Americas Securities, LLC | 52,030 | $3.71M | 0.05% | +48,013+1,195.2% | Added |
| Roosevelt Investment Group LLC | 52,243 | $3.73M | 0.27% | +152+0.3% | Added |
| Sciencast Management LP | 48,215 | $3.74M | 0.84% | +48,215 | New |
| Simmons Bank | 53,310 | $3.80M | 0.33% | +11,742+28.2% | Added |
| Lido Advisors, LLC | 53,429 | $3.81M | 0.08% | +8,201+18.1% | Added |
| Foster Victor Wealth Advisors, LLC | 54,116 | $3.87M | 0.58% | +3,584+7.1% | Added |
| D. E. Shaw & Co., Inc. | 54,245 | $3.87M | 0.01% | +50,803+1,476.0% | Added |
| City Holding Co | 54,824 | $3.91M | 0.74% | +1,645+3.1% | Added |
| Ellsworth Advisors, LLC | 55,045 | $3.92M | 1.58% | +930+1.7% | Added |
| KBC Group NV | 55,146 | $3.93M | 0.02% | −7,709−12.3% | Reduced |
| Pathstone Family Office, LLC | 55,260 | $3.94M | 0.09% | +9,182+19.9% | Added |
| Goelzer Investment Management, Inc. | 56,492 | $4.03M | 0.39% | +2,014+3.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 56,651 | $4.04M | 0.23% | +640+1.1% | Added |
| Prospera Financial Services Inc | 57,276 | $4.08M | 0.21% | +1,886+3.4% | Added |
| McRae Capital Management Inc | 57,412 | $4.09M | 1.11% | −6,637−10.4% | Reduced |
| Norinchukin Bank, The | 57,512 | $4.10M | 0.08% | −38,000−39.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 57,809 | $4.12M | 0.34% | +106+0.2% | Added |
| Shilanski & Associates, Inc. | 57,861 | $4.13M | 1.93% | −1,987−3.3% | Reduced |
| Beacon Pointe Advisors, LLC | 57,833 | $4.13M | 0.09% | −28,384−32.9% | Reduced |
| Baugh & Associates, LLC | 58,009 | $4.14M | 2.78% | −610−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 58,033 | $4.14M | 0.08% | −1,437−2.4% | Reduced |
| Bridge Creek Capital Management LLC | 58,350 | $4.16M | 1.70% | −2,040−3.4% | Reduced |
| Wesbanco Bank Inc | 58,385 | $4.16M | 0.18% | −1,941−3.2% | Reduced |
| New Mexico Educational Retirement Board | 58,787 | $4.19M | 0.20% | −2,800−4.5% | Reduced |
| Stratos Wealth Partners, LTD. | 58,874 | $4.20M | 0.11% | −361−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 60,242 | $4.29M | 0.02% | +8,446+16.3% | Added |
| Stratos Wealth Advisors, LLC | 60,596 | $4.32M | 0.39% | −444−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 60,597 | $4.32M | 0.46% | −336−0.6% | Reduced |
| Richard Bernstein Advisors LLC | 61,058 | $4.35M | 0.09% | +7,411+13.8% | Added |
| Telos Capital Management, Inc. | 61,882 | $4.41M | 0.67% | −760−1.2% | Reduced |
| GWM Advisors LLC | 61,914 | $4.41M | 0.08% | +11,989+24.0% | Added |
| Level Four Advisory Services, LLC | 62,148 | $4.43M | 0.42% | −427−0.7% | Reduced |
| Advisors Asset Management, Inc. | 62,342 | $4.45M | 0.08% | +62,342 | New |
| Glenmede Trust Co NA | 62,458 | $4.45M | 0.03% | −4,344−6.5% | Reduced |
| Birmingham Capital Management Co Inc | 63,750 | $4.55M | 1.81% | −2,150−3.3% | Reduced |
| Metropolitan Life Insurance Co | 63,996 | $4.56M | 0.20% | −1,405−2.1% | Reduced |
| Clearbridge Investments, LLC | 64,064 | $4.57M | 0.00% | −1,400−2.1% | Reduced |
| Bokf, NA | 64,636 | $4.61M | 0.09% | −2,871−4.3% | Reduced |
| Money Concepts Capital Corp | 63,160 | $4.62M | 0.41% | −24,048−27.6% | Reduced |
| Allstate Corp | 65,051 | $4.64M | 0.14% | −15,593−19.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 65,309 | $4.66M | 1.54% | +123+0.2% | Added |
| TD Private Client Wealth LLC | 65,794 | $4.69M | 0.23% | −5,824−8.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 66,680 | $4.75M | 0.49% | −951−1.4% | Reduced |
| Thrivent Financial for Lutherans | 67,150 | $4.79M | 0.01% | −23,351−25.8% | Reduced |
| Louisiana State Employees Retirement System | 67,300 | $4.83M | 0.13% | +400+0.6% | Added |
| Daiwa Securities Group Inc. | 67,855 | $4.84M | 0.04% | +2,673+4.1% | Added |
| Zions Bancorporation, N.A. | 69,431 | $4.95M | 0.50% | +854+1.2% | Added |
| CIBC World Markets Inc. | 69,983 | $4.99M | 0.02% | −10,230−12.8% | Reduced |
| Moors & Cabot, Inc. | 70,059 | $5.00M | 0.36% | −1,773−2.5% | Reduced |
| Carson Advisory Inc. | 70,104 | $5.00M | 5.58% | −2,638−3.6% | Reduced |
| Shelton Capital Management | 70,312 | $5.01M | 0.23% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 70,526 | $5.03M | 0.88% | +1,654+2.4% | Added |
| Albion Financial Group | 71,033 | $5.07M | 0.50% | +11,303+18.9% | Added |
| Canandaigua National Corp | 71,142 | $5.07M | 0.90% | +530+0.8% | Added |
| NewSquare Capital LLC | 71,431 | $5.09M | 0.65% | +5,669+8.6% | Added |
| IFG Advisory, LLC | 71,610 | $5.10M | 0.56% | −950−1.3% | Reduced |
| Anchor Investment Management, LLC | 71,838 | $5.12M | 0.74% | +402+0.6% | Added |
| Jacobs Levy Equity Management, Inc | 71,852 | $5.12M | 0.04% | −90,122−55.6% | Reduced |
| Lockheed Martin Investment Management Co | 72,200 | $5.15M | 0.35% | −27,600−27.7% | Reduced |
| Naples Global Advisors, LLC | 72,249 | $5.15M | 0.67% | +291+0.4% | Added |
| Oppenheimer & Co Inc | 72,412 | $5.16M | 0.11% | +9,304+14.7% | Added |
| D.A. Davidson & Co. | 72,497 | $5.17M | 0.06% | −1,525−2.1% | Reduced |
| Sigma Planning Corp | 73,018 | $5.21M | 0.19% | +1,031+1.4% | Added |
| CIBC World Markets Corp | 74,175 | $5.29M | 0.05% | +9,734+15.1% | Added |
| South Dakota Investment Council | 74,206 | $5.29M | 0.12% | −211−0.3% | Reduced |
| Monte Financial Group, LLC | 74,784 | $5.33M | 3.11% | −6,743−8.3% | Reduced |
| Tower Research Capital LLC (TRC) | 74,945 | $5.34M | 0.12% | −96,713−56.3% | Reduced |
| Chronos Wealth Management, LLC | 75,547 | $5.39M | 4.04% | +380+0.5% | Added |
| Visionary Wealth Advisors | 76,590 | $5.46M | 0.49% | +5,745+8.1% | Added |
| Crossmark Global Holdings, Inc. | 76,991 | $5.49M | 0.14% | +5,690+8.0% | Added |
| Avantax Advisory Services, Inc. | 78,007 | $5.56M | 0.08% | +16,261+26.3% | Added |
| Aigen Investment Management, LP | 78,204 | $5.58M | 0.94% | +78,204 | New |
| Kentucky Retirement Systems | 78,859 | $5.62M | 0.24% | +11,307+16.7% | Added |
| Sky Investment Group LLC | 79,655 | $5.68M | 1.36% | −1,800−2.2% | Reduced |
| Schnieders Capital Management LLC | 79,701 | $5.68M | 1.70% | −2,650−3.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 80,019 | $5.71M | 1.19% | −2,042−2.5% | Reduced |
| Neuberger Berman Group LLC | 80,306 | $5.78M | 0.01% | −6,630−7.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 81,534 | $5.81M | 0.13% | −26,043−24.2% | Reduced |
| Central Trust Co | 81,673 | $5.83M | 0.19% | −79−0.1% | Reduced |
| Maryland State Retirement & Pension System | 81,876 | $5.84M | 0.19% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 81,900 | $5.84M | 0.06% | −2,100−2.5% | Reduced |
| Old Point Trust & Financial Services N A | 81,965 | $5.84M | 2.70% | −2,327−2.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 82,485 | $5.88M | 0.14% | −10,368−11.2% | Reduced |
| Xponance, Inc. | 83,397 | $5.95M | 0.12% | +14,846+21.7% | Added |
| Elo Mutual Pension Insurance Co | 83,572 | $5.96M | 0.20% | +221+0.3% | Added |
| Contravisory Investment Management, Inc. | 83,819 | $5.98M | 1.94% | +83,819 | New |
| Carret Asset Management, LLC | 83,827 | $5.98M | 0.83% | −4,120−4.7% | Reduced |
| Huntington National Bank | 84,719 | $6.04M | 0.07% | −2,133−2.5% | Reduced |
| Fisher Asset Management, LLC | 85,609 | $6.11M | 0.00% | −80,850−48.6% | Reduced |
| RFG Advisory, LLC | 79,133 | $6.12M | 0.35% | −1,392−1.7% | Reduced |
| Alerus Financial NA | 87,785 | $6.26M | 0.58% | −11,273−11.4% | Reduced |
| Panagora Asset Management Inc | 88,322 | $6.30M | 0.04% | −1,132,291−92.8% | Reduced |
| Cetera Advisors LLC | 88,505 | $6.31M | 0.14% | +266+0.3% | Added |
| Insight Folios Inc | 88,558 | $6.32M | 3.00% | +4,776+5.7% | Added |
| Aull & Monroe Investment Management Corp | 88,749 | $6.33M | 3.20% | −433−0.5% | Reduced |
| Bank of Nova Scotia | 89,108 | $6.36M | 0.02% | −43,969−33.0% | Reduced |
| Edgestream Partners, L.P. | 89,565 | $6.39M | 0.50% | +49,673+124.5% | Added |