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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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ2 2022: 1,683 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ2 2022: $47.2B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2022.

Institutions holding SO in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Oak Thistle LLC0$00.00%−13,614−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−11,093−100.0%Sold out
Sand Hill Global Advisors, LLC0$00.00%−10,066−100.0%Sold out
Denali Advisors LLC0$00.00%−9,900−100.0%Sold out
Versor Investments LP0$00.00%−9,529−100.0%Sold out
AAFMAA Wealth Management & Trust LLC0$00.00%−8,221−100.0%Sold out
Seven Eight Capital, LP0$00.00%−8,141−100.0%Sold out
Groesbeck Investment Management Corp0$00.00%−8,100−100.0%Sold out
Camden Capital, LLC0$00.00%−6,920−100.0%Sold out
Fayez Sarofim & Co0$00.00%−6,358−100.0%Sold out
Sunflower Bank, N.A.0$00.00%−6,219−100.0%Sold out
Longfellow Investment Management Co LLC0$00.00%−6,029−100.0%Sold out
XML Financial, LLC0$00.00%−5,904−100.0%Sold out
Relative Value Partners Group, LLC0$00.00%−5,773−100.0%Sold out
Wealthsource Partners, LLC0$00.00%−5,713−100.0%Sold out
Neo Ivy Capital Management0$00.00%−5,490−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−5,289−100.0%Sold out
Soltis Investment Advisors LLC0$00.00%−5,277−100.0%Sold out
Inverness Counsel LLC0$00.00%−5,221−100.0%Sold out
Pacific Wealth Strategies Group, Inc.0$00.00%−5,106−100.0%Sold out
Compton Capital Management Inc0$00.00%−4,948−100.0%Sold out
Applied Capital LLC0$00.00%−4,621−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−4,555−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−4,417−100.0%Sold out
Aaron Wealth Advisors0$00.00%−22,768−100.0%Sold out
Financial Architects, Inc0$00.00%−4,078−100.0%Sold out
Axiom Investment Management LLC0$00.00%−3,890−100.0%Sold out
FSA Wealth Management LLC0$00.00%−3,774−100.0%Sold out
Meadow Creek Wealth Advisors LLC0$00.00%−3,490−100.0%Sold out
Websterrogers Financial Advisors, LLC0$00.00%−3,353−100.0%Sold out
Shoker Investment Counsel, Inc.0$00.00%−3,404−100.0%Sold out
Campbell Wealth Management0$00.00%−3,316−100.0%Sold out
Bluestein R H & Co0$00.00%−3,300−100.0%Sold out
Laurion Capital Management LP0$00.00%−3,300−100.0%Sold out
Freedman Financial Associates, Inc.0$00.00%−3,240−100.0%Sold out
Salem Capital Management Inc0$00.00%−3,250−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−3,258−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−3,191−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−3,138−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−3,130−100.0%Sold out
American Trust Investment Advisors, LLC0$00.00%−3,056−100.0%Sold out
Kingfisher Capital LLC0$00.00%−2,957−100.0%Sold out
Carlson Capital Management0$00.00%−2,957−100.0%Sold out
Greenline Partners, LLC0$00.00%−2,953−100.0%Sold out
Keel Point, LLC0$00.00%−2,939−100.0%Sold out
Argent Advisors, Inc.0$00.00%−2,927−100.0%Sold out
NBW Capital LLC0$00.00%−2,902−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−2,897−100.0%Sold out
M. Kulyk & Associates, LLC0$00.00%−2,882−100.0%Sold out
Financial Partners Group, Inc0$00.00%−2,842−100.0%Sold out
Ropes Wealth Advisors LLC0$00.00%−2,807−100.0%Sold out
USAdvisors Wealth Management, LLC0$00.00%−2,820−100.0%Sold out
Eagle Rock Investment Company, LLC0$00.00%−2,813−100.0%Sold out
Ategra Capital Management, LLC0$00.00%−2,796−100.0%Sold out
Capital City Trust Co0$00.00%−2,777−100.0%Sold out
Mountain Pacific Investment Advisers Inc0$00.00%−2,776−100.0%Sold out
Phocas Financial Corp.0$00.00%−2,770−100.0%Sold out
Pine Haven Investment Counsel, Inc0$00.00%−2,773−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−1,200−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−1,052−100.0%Sold out
TCWP LLC0$00.00%−958−100.0%Sold out
Herold Advisors, Inc.0$00.00%−800−100.0%Sold out
San Luis Wealth Advisors LLC0$00.00%−805−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−679−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−472−100.0%Sold out
Penserra Capital Management LLC0$00.00%−440−100.0%Sold out
Laurel Wealth Planning LLC0$00.00%−301−100.0%Sold out
Goodwin Investment Advisory0$00.00%−280−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−250−100.0%Sold out
Cribstone Capital Management, LLC0$00.00%−175−100.0%Sold out
Sageworth Trust Co0$00.00%−162−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−143−100.0%Sold out
Roble, Belko & Company, Inc0$00.00%−92−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−77−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−67−100.0%Sold out
Atwood & Palmer Inc0$00.00%−50−100.0%Sold out
Cordant, Inc.0$00.00%−44−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−15,952−100.0%Sold out
Landmark Wealth Management, LLC0$00.00%−250−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Holloway Wealth Management, LLC––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
Azimuth Capital Management LLC––––Not filed
Elevated Capital Advisors, LLC––––Not filed
American National Registered Investment Advisor, Inc.––––Not filed
Dixon Hughes Goodman Wealth Advisors LLC––––Not filed
Palladium Partners LLC––––Not filed
People's United Financial, Inc.––––Not filed
Verity Asset Management, Inc.––––Not filed
Clark Financial Advisors––––Not filed
Meristem Family Wealth, LLC––––Not filed
Kings Point Capital Management––––Not filed
Golden State Equity Partners––––Not filed
WealthPLAN Partners, LLC––––Not filed
WealthPlan Investment Management, LLC––––Not filed
Lenox Wealth Advisors, LLC––––Not filed
IndexIQ Advisors LLC––––Not filed
Nauset Wealth Management. LLC––––Not filed