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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Halpern Financial, Inc. | 550 | $39.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 568 | $41.0K | 0.03% | −1,334−70.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 580 | $41.4K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 587 | $42.0K | 0.01% | −308−34.4% | Reduced |
| Webster Bank, N. A. | 596 | $42.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $42.0K | 0.09% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 591 | $42.0K | 0.01% | −11−1.8% | Reduced |
| Cascade Investment Advisors, Inc. | 600 | $42.8K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 605 | $43.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 619 | $44.0K | 0.01% | −10−1.6% | Reduced |
| Piscataqua Savings Bank | 640 | $45.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $46.0K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 647 | $46.0K | 0.06% | +184+39.7% | Added |
| Global Trust Asset Management, LLC | 663 | $47.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 669 | $47.0K | 0.05% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 700 | $50.0K | 0.01% | −233−25.0% | Reduced |
| Canton Hathaway, LLC | 705 | $50.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $50.0K | 0.04% | 00.0% | Unchanged |
| Siena Capital LLC | 708 | $51.0K | 0.03% | −104−12.8% | Reduced |
| HighMark Wealth Management LLC | 718 | $51.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 709 | $51.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 735 | $52.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 727 | $52.0K | 0.00% | +52+7.7% | Added |
| Hazlett, Burt & Watson, Inc. | 743 | $53.0K | 0.05% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 741 | $53.0K | 0.01% | +15+2.1% | Added |
| Logan Capital Management Inc | 764 | $54.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 760 | $54.0K | 0.06% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 775 | $55.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 801 | $57.0K | 0.05% | 00.0% | Unchanged |
| Seldon Capital LP | 820 | $58.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 807 | $58.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 826 | $59.0K | 0.00% | −135−14.0% | Reduced |
| Atticus Wealth Management, LLC | 842 | $60.0K | 0.02% | +42+5.3% | Added |
| Elequin Capital LP | 858 | $61.0K | 0.01% | −133−13.4% | Reduced |
| Focused Wealth Management, Inc | 859 | $61.0K | 0.01% | +3+0.4% | Added |
| Hallmark Capital Management Inc | 850 | $61.0K | 0.01% | +850 | New |
| McIlrath & Eck, LLC | 863 | $62.0K | 0.02% | −100−10.4% | Reduced |
| Tyler-Stone Wealth Management | 864 | $62.0K | 0.04% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 883 | $63.0K | 0.02% | −22−2.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 900 | $64.0K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 914 | $65.0K | 0.06% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 938 | $67.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 942 | $67.0K | 0.04% | +61+6.9% | Added |
| Rise Advisors, LLC | 935 | $67.0K | 0.07% | +435+87.0% | Added |
| Pflug Koory, LLC | 948 | $68.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 967 | $69.0K | 0.01% | +117+13.8% | Added |
| American National Bank | 983 | $70.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,022 | $72.9K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,064 | $76.0K | 0.01% | −13−1.2% | Reduced |
| AGF Investments LLC | 1,087 | $78.0K | 0.01% | −1,538−58.6% | Reduced |
| GHP Investment Advisors, Inc. | 1,100 | $78.0K | 0.01% | +1+0.1% | Added |
| Trust Co | 1,093 | $78.0K | 0.02% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,102 | $79.0K | 0.04% | +35+3.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,145 | $82.0K | 0.01% | +20+1.8% | Added |
| Paloma Partners Management Co | 1,200 | $86.0K | 0.01% | −3,819−76.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,220 | $87.0K | 0.05% | +1,220 | New |
| WFA of San Diego, LLC | 1,250 | $89.0K | 0.08% | +1,250 | New |
| Evoke Wealth, LLC | 1,256 | $90.0K | 0.00% | +9+0.7% | Added |
| WFA Asset Management Corp | 1,286 | $91.7K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,281 | $92.0K | 0.07% | +3+0.2% | Added |
| Castle Wealth Management LLC | 1,330 | $95.0K | 0.06% | +1,330 | New |
| M&R Capital Management Inc | 1,350 | $96.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,347 | $96.0K | 0.03% | +185+15.9% | Added |
| Clearview Wealth Advisors LLC | 1,399 | $100.0K | 0.07% | −130−8.5% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $102.0K | 0.02% | −524−26.8% | Reduced |
| Heritage Financial Services, LLC | 1,441 | $102.0K | 0.06% | +1,441 | New |
| Parkside Financial Bank & Trust | 1,446 | $103.0K | 0.03% | −281−16.3% | Reduced |
| Accel Wealth Management | 1,471 | $106.0K | 0.06% | +3+0.2% | Added |
| Acima Private Wealth, LLC | 1,500 | $107.0K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,474 | $107.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,522 | $109.0K | 0.02% | −90−5.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,542 | $110.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,543 | $110.0K | 0.01% | +2+0.1% | Added |
| Providence Capital Advisors, LLC | 1,555 | $111.0K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,553 | $111.0K | 0.08% | +55+3.7% | Added |
| Addison Advisors LLC | 1,572 | $112.0K | 0.07% | −165−9.5% | Reduced |
| Quent Capital, LLC | 1,574 | $112.0K | 0.02% | +49+3.2% | Added |
| Bogart Wealth, LLC | 1,589 | $113.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,581 | $113.0K | 0.05% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,614 | $115.0K | 0.00% | −10,983−87.2% | Reduced |
| JFS Wealth Advisors, LLC | 1,615 | $115.0K | 0.01% | +32+2.0% | Added |
| Private Capital Group, LLC | 1,630 | $116.0K | 0.09% | −202−11.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,640 | $117.0K | 0.07% | −137−7.7% | Reduced |
| Center for Financial Planning, Inc. | 1,660 | $118.0K | 0.03% | −219−11.7% | Reduced |
| Sound Income Strategies, LLC | 1,710 | $122.0K | 0.02% | +2+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 1,722 | $123.0K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,720 | $123.0K | 0.09% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $123.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $123.0K | 0.04% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,718 | $123.0K | 0.01% | +179+11.6% | Added |
| Northwest Investment Counselors, LLC | 1,750 | $125.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,778 | $127.0K | 0.06% | +15+0.9% | Added |
| Assetmark, Inc | 1,836 | $131.0K | 0.00% | −58−3.1% | Reduced |
| Charter Oak Capital Management, LLC | 1,923 | $137.0K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,983 | $139.9K | 0.01% | +1,983 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,960 | $140.0K | 0.00% | +275+16.3% | Added |
| Smithfield Trust Co | 1,960 | $141.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,010 | $143.0K | 0.04% | +300+17.5% | Added |
| Bank of New Hampshire | 2,030 | $145.0K | 0.04% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,090 | $149.0K | 0.33% | 00.0% | Unchanged |