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 |
|---|---|---|---|---|---|
| Wealth Advisors of Tampa Bay, LLC | 90,090 | $6.42M | 1.98% | −1,508−1.6% | Reduced |
| Thomasville National Bank | 90,250 | $6.44M | 0.71% | +2,719+3.1% | Added |
| ARS Wealth Advisors Group, LLC | 91,225 | $6.50M | 0.89% | +77,421+560.9% | Added |
| Weiss Asset Management LP | 92,632 | $6.61M | 0.17% | +92,632 | New |
| Principle Wealth Partners LLC | 94,948 | $6.77M | 0.81% | −3,618−3.7% | Reduced |
| First PREMIER Bank | 95,007 | $6.78M | 2.02% | −1,962−2.0% | Reduced |
| Churchill Management Corp | 95,478 | $6.81M | 0.17% | +155+0.2% | Added |
| Massmutual Trust Co FSB | 95,725 | $6.83M | 0.30% | +339+0.4% | Added |
| Blair William & Co | 95,801 | $6.83M | 0.03% | +1,219+1.3% | Added |
| Westpac Banking Corp | 96,026 | $6.85M | 0.09% | −803−0.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 96,839 | $6.91M | 0.87% | −2,705−2.7% | Reduced |
| Orion Portfolio Solutions, LLC | 97,717 | $6.97M | 0.28% | +22,458+29.8% | Added |
| Trustmark National Bank Trust Department | 98,940 | $7.05M | 0.63% | +268+0.3% | Added |
| Atria Investments LLC | 99,201 | $7.07M | 0.15% | +9,867+11.0% | Added |
| Raymond James Trust N.A. | 100,093 | $7.14M | 0.26% | −1,211−1.2% | Reduced |
| Davenport & Co LLC | 100,867 | $7.19M | 0.06% | +1,125+1.1% | Added |
| MainStreet Investment Advisors LLC | 100,878 | $7.19M | 0.83% | −774−0.8% | Reduced |
| Fifth Third Bancorp | 100,892 | $7.19M | 0.03% | +1,588+1.6% | Added |
| Public Sector Pension Investment Board | 102,203 | $7.29M | 0.06% | −46,505−31.3% | Reduced |
| Private Advisor Group, LLC | 102,720 | $7.33M | 0.07% | −441−0.4% | Reduced |
| Mayflower Financial Advisors, LLC | 103,190 | $7.36M | 1.13% | +53+0.1% | Added |
| Hantz Financial Services, Inc. | 103,252 | $7.36M | 0.25% | +4,177+4.2% | Added |
| New England Asset Management Inc | 105,320 | $7.51M | 0.13% | +3,725+3.7% | Added |
| Mercer Global Advisors Inc | 105,352 | $7.51M | 0.05% | +15,674+17.5% | Added |
| Intech Investment Management LLC | 107,169 | $7.64M | 0.04% | +107,169 | New |
| Associated Banc-Corp | 107,230 | $7.65M | 0.33% | −274−0.3% | Reduced |
| Hartford Investment Management Co | 107,374 | $7.66M | 0.24% | +1,838+1.7% | Added |
| Kanawha Capital Management LLC | 107,905 | $7.70M | 0.78% | +1,420+1.3% | Added |
| Bragg Financial Advisors, Inc | 108,262 | $7.72M | 0.51% | +4,536+4.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 108,485 | $7.74M | 0.04% | +55,685+105.5% | Added |
| Pinnacle Financial Partners Inc | 108,538 | $7.74M | 0.28% | +4,457+4.3% | Added |
| Commerce Bank | 109,117 | $7.78M | 0.06% | −63,996−37.0% | Reduced |
| Cetera Advisor Networks LLC | 109,496 | $7.81M | 0.10% | +7,549+7.4% | Added |
| Tudor Investment Corp Et Al | 109,869 | $7.83M | 0.23% | +19,684+21.8% | Added |
| Agf Investments Inc. | 111,882 | $7.98M | 0.07% | 00.0% | Unchanged |
| Willis Investment Counsel | 115,566 | $8.24M | 0.50% | −49,100−29.8% | Reduced |
| Securian Asset Management, Inc | 115,955 | $8.27M | 0.20% | −15,364−11.7% | Reduced |
| Marshall Wace, LLP | 116,000 | $8.27M | 0.02% | +116,000 | New |
| Andra AP-fonden | 116,500 | $8.31M | 0.24% | +116,500 | New |
| Umb Bank N A | 117,481 | $8.38M | 0.13% | +2,505+2.2% | Added |
| Cetera Investment Advisers | 118,419 | $8.44M | 0.13% | −155−0.1% | Reduced |
| TCTC Holdings, LLC | 119,042 | $8.49M | 0.37% | −500.0% | Reduced |
| Biondo Investment Advisors, LLC | 118,191 | $8.51M | 1.87% | +4,186+3.7% | Added |
| Fiduciary Group LLC | 109,265 | $8.51M | 1.06% | +7,560+7.4% | Added |
| Bell Bank | 119,483 | $8.52M | 1.02% | +5,766+5.1% | Added |
| Brinker Capital Investments, LLC | 119,839 | $8.55M | 0.16% | +1,357+1.1% | Added |
| Becker Capital Management Inc | 120,601 | $8.60M | 0.41% | −637−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 120,981 | $8.63M | 0.02% | +1,205+1.0% | Added |
| Signature Wealth Management Group | 121,043 | $8.63M | 4.20% | −4,262−3.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 121,346 | $8.65M | 2.64% | +3,367+2.9% | Added |
| Nissay Asset Management Corp | 121,517 | $8.66M | 0.09% | +3,715+3.2% | Added |
| British Columbia Investment Management Corp | 122,930 | $8.77M | 0.08% | −40,683−24.9% | Reduced |
| Buckhead Capital Management LLC | 124,787 | $8.90M | 2.20% | −1,602−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 125,097 | $8.92M | 0.05% | +125,097 | New |
| Pacer Advisors, Inc. | 125,780 | $8.97M | 0.07% | +71,274+130.8% | Added |
| Kingsview Wealth Management, LLC | 126,105 | $8.99M | 0.43% | +105,800+521.1% | Added |
| Advisors Management Group Inc | 130,172 | $9.28M | 3.25% | −2,829−2.1% | Reduced |
| Keybank National Association | 130,253 | $9.29M | 0.05% | −3,047−2.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 131,976 | $9.41M | 0.02% | +15,915+13.7% | Added |
| Northern Oak Wealth Management Inc | 132,396 | $9.44M | 1.33% | −6,117−4.4% | Reduced |
| Bridgeworth, LLC | 132,682 | $9.46M | 2.21% | −3,871−2.8% | Reduced |
| Stephens Inc | 136,297 | $9.72M | 0.20% | +6,366+4.9% | Added |
| Advocate Group LLC | 137,232 | $9.79M | 2.28% | +137,232 | New |
| Rockland Trust Co | 137,577 | $9.81M | 0.68% | −13,931−9.2% | Reduced |
| Texas Permanent School Fund | 140,344 | $10.0M | 0.16% | +2,879+2.1% | Added |
| M&T Bank Corp | 149,712 | $10.0M | 0.05% | +19,760+15.2% | Added |
| Core Alternative Capital | 143,067 | $10.2M | 2.41% | +24,880+21.1% | Added |
| Intact Investment Management Inc. | 144,000 | $10.3M | 0.32% | −6,500−4.3% | Reduced |
| Mutual of America Capital Management LLC | 144,868 | $10.3M | 0.13% | +3,430+2.4% | Added |
| New York Life Investment Management LLC | 149,321 | $10.6M | 0.12% | +149,321 | New |
| Aviva PLC | 149,679 | $10.7M | 0.06% | −46,260−23.6% | Reduced |
| Nisa Investment Advisors, LLC | 151,415 | $10.8M | 0.09% | +4,140+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 152,016 | $10.8M | 0.06% | +8,507+5.9% | Added |
| Eagle Ridge Investment Management | 153,272 | $10.9M | 1.32% | −1,132−0.7% | Reduced |
| Maryland Capital Management | 154,327 | $11.0M | 0.87% | −6,188−3.9% | Reduced |
| Leavell Investment Management, Inc. | 154,391 | $11.0M | 0.84% | +3,274+2.2% | Added |
| DekaBank Deutsche Girozentrale | 156,864 | $11.0M | 0.03% | −8,326−5.0% | Reduced |
| Wealthfront Advisers LLC | 155,426 | $11.1M | 0.06% | −15,400−9.0% | Reduced |
| Kestra Advisory Services, LLC | 157,036 | $11.2M | 0.12% | +11,144+7.6% | Added |
| HB Wealth Management, LLC | 158,532 | $11.3M | 0.23% | +28,368+21.8% | Added |
| Schroder Investment Management Group | 163,563 | $11.6M | 0.02% | +35,292+27.5% | Added |
| Eaton Vance Management | 162,648 | $11.6M | 0.02% | −30,336−15.7% | Reduced |
| AXA S.A. | 167,776 | $12.0M | 0.04% | −4,735−2.7% | Reduced |
| ProShare Advisors LLC | 168,463 | $12.0M | 0.04% | −80,170−32.2% | Reduced |
| State of Alaska, Department of Revenue | 168,572 | $12.0M | 0.15% | +3,365+2.0% | Added |
| ING Groep NV | 169,129 | $12.1M | 0.14% | +63,262+59.8% | Added |
| Public Employees Retirement Association of Colorado | 169,814 | $12.1M | 0.07% | −757−0.4% | Reduced |
| Gulf International Bank (UK) Ltd | 171,548 | $12.1M | 0.22% | 00.0% | Unchanged |
| Man Group plc | – | $12.3M | 0.05% | – | – |
| Edge Capital Group, LLC | 97,182 | $12.4M | 1.17% | +88,157+976.8% | Added |
| Advisory Services Network, LLC | 174,353 | $12.4M | 0.43% | +16,100+10.2% | Added |
| Susquehanna International Group, LLP | 183,396 | $13.1M | 0.03% | −165,401−47.4% | Reduced |
| Oregon Public Employees Retirement Fund | 184,384 | $13.1M | 0.20% | +99,160+116.4% | Added |
| CIBC Asset Management Inc | 184,876 | $13.2M | 0.05% | +10,249+5.9% | Added |
| Cbre Clarion Securities LLC | 187,000 | $13.3M | 0.21% | +6,000+3.3% | Added |
| Janus Henderson Group PLC | 188,464 | $13.4M | 0.01% | −102,000−35.1% | Reduced |
| Yousif Capital Management, LLC | 188,796 | $13.5M | 0.18% | −7,890−4.0% | Reduced |
| Utah Retirement Systems | 189,272 | $13.5M | 0.22% | +600+0.3% | Added |
| Sadoff Investment Management LLC | 194,251 | $13.9M | 1.04% | +545+0.3% | Added |
| Alberta Investment Management Corp | 196,119 | $14.0M | 0.10% | +1,019+0.5% | Added |