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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 2,090 | $149.0K | 0.02% | +427+25.7% | Added |
| NVWM, LLC | 2,127 | $152.0K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,146 | $153.0K | 0.06% | +12+0.6% | Added |
| Baystate Wealth Management LLC | 2,171 | $155.0K | 0.02% | +339+18.5% | Added |
| Toth Financial Advisory Corp | 2,182 | $156.0K | 0.03% | −34−1.5% | Reduced |
| Interactive Financial Advisors | 2,208 | $157.0K | 0.08% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,200 | $157.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2,205 | $157.0K | 0.03% | +16+0.7% | Added |
| Avion Wealth | 2,196 | $157.0K | 0.05% | +31+1.4% | Added |
| PrairieView Partners, LLC | 2,226 | $159.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,283 | $163.0K | 0.00% | −2,951−56.4% | Reduced |
| BerganKDV Wealth Management, LLC | 2,327 | $166.0K | 0.02% | +10.0% | Added |
| Carolinas Wealth Consulting LLC | 49,357 | $166.0K | 0.04% | +47,515+2,579.5% | Added |
| Tevis Investment Management | 2,338 | $167.0K | 0.16% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,379 | $169.6K | 0.14% | −600−20.1% | Reduced |
| Dividend Assets Capital, LLC | 2,385 | $170.0K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,400 | $171.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,455 | $175.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 2,494 | $177.0K | 0.00% | −1,976−44.2% | Reduced |
| Westside Investment Management, Inc. | 2,510 | $178.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,575 | $184.0K | 0.02% | +1,600+164.1% | Added |
| Cyrus J. Lawrence, LLC | 2,617 | $187.0K | 0.05% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,696 | $192.0K | 0.11% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,781 | $198.0K | 0.05% | +18+0.7% | Added |
| LMCG Investments, LLC | 2,800 | $200.0K | 0.01% | −100−3.4% | Reduced |
| Calton & Associates, Inc. | 2,810 | $200.0K | 0.11% | −10.0% | Reduced |
| Motco | 2,805 | $200.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,806 | $200.0K | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,824 | $201.0K | 0.04% | −158−5.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,809 | $201.0K | 0.07% | +2,809 | New |
| Pensionmark Financial Group, LLC | 2,597 | $201.0K | 0.04% | +2,597 | New |
| Trust Investment Advisors | 2,854 | $204.0K | 0.20% | +2,854 | New |
| First Citizens Financial Corp | 2,857 | $204.0K | 0.18% | +2,857 | New |
| Forum Private Client Group LLC | 2,867 | $204.0K | 0.15% | +2,867 | New |
| Nova R Wealth, Inc. | 2,869 | $205.0K | 0.17% | +4+0.1% | Added |
| Field & Main Bank | 2,880 | $205.0K | 0.13% | +270+10.3% | Added |
| Gyon Technologies Capital Management, LP | 2,894 | $206.0K | 0.06% | −4,264−59.6% | Reduced |
| Physicians Financial Services, Inc. | 2,889 | $206.0K | 0.09% | +2,889 | New |
| Wilkins Investment Counsel Inc | 2,900 | $207.0K | 0.05% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,901 | $207.0K | 0.03% | +39+1.4% | Added |
| Univest Financial Corp | 2,926 | $208.0K | 0.07% | −40−1.3% | Reduced |
| Sabal Trust CO | 2,907 | $208.0K | 0.01% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 2,914 | $208.0K | 0.12% | +26+0.9% | Added |
| Octavia Wealth Advisors, LLC | 2,934 | $209.0K | 0.05% | −757−20.5% | Reduced |
| Chickasaw Capital Management LLC | 2,932 | $209.0K | 0.01% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,926 | $209.0K | 0.03% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,931 | $209.0K | 0.27% | +126+4.5% | Added |
| Paradigm Financial Partners, LLC | 2,927 | $209.0K | 0.06% | +2,927 | New |
| Wealthspan Partners, LLC | 2,950 | $210.0K | 0.22% | −122−4.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,943 | $210.0K | 0.04% | −104−3.4% | Reduced |
| Forefront Wealth Management Inc. | 2,939 | $210.0K | 0.28% | +3+0.1% | Added |
| LexAurum Advisors, LLC | 2,944 | $210.0K | 0.08% | +30+1.0% | Added |
| Iowa State Bank | 2,965 | $211.0K | 0.06% | −462−13.5% | Reduced |
| Alpha Omega Wealth Management LLC | 2,960 | $211.0K | 0.04% | 00.0% | Unchanged |
| Patten Group, Inc. | 2,972 | $212.0K | 0.07% | −197−6.2% | Reduced |
| Truvestments Capital LLC | 2,979 | $212.0K | 0.12% | −99−3.2% | Reduced |
| Greenwood Gearhart Inc | 2,966 | $212.0K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2,977 | $212.0K | 0.07% | +11+0.4% | Added |
| Zevin Asset Management LLC | 2,983 | $213.0K | 0.05% | +2,983 | New |
| VeraBank, N.A. | 3,012 | $214.0K | 0.13% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $214.0K | 0.18% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 2,998 | $214.0K | 0.00% | +849+39.5% | Added |
| Corsicana & Co. | 3,000 | $214.0K | 0.17% | +1,000+50.0% | Added |
| Weybosset Research & Management LLC | 3,000 | $214.0K | 0.11% | +3,000 | New |
| Madrona Financial Services, LLC | 3,030 | $216.0K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,046 | $217.0K | 0.02% | −97−3.1% | Reduced |
| Signature Wealth Management Partners, LLC | 3,040 | $217.0K | 0.22% | +26+0.9% | Added |
| AlphaMark Advisors, LLC | 3,046 | $217.0K | 0.10% | +150+5.2% | Added |
| Horan Securities, Inc. | 3,026 | $217.0K | 0.13% | +200+7.1% | Added |
| SBB Research Group LLC | 3,049 | $217.0K | 0.09% | +3,049 | New |
| Hightower 6M Holding, LLC | 3,068 | $219.0K | 0.02% | −5−0.2% | Reduced |
| Abner Herrman & Brock LLC | 3,067 | $219.0K | 0.04% | +3,067 | New |
| Hemenway Trust Co LLC | 3,100 | $221.0K | 0.03% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,100 | $221.0K | 0.19% | 00.0% | Unchanged |
| Monument Capital Management | 3,109 | $222.0K | 0.08% | −111−3.4% | Reduced |
| Summit Wealth Partners, LLC | 3,120 | $222.5K | 0.06% | 00.0% | Unchanged |
| Tufton Capital Management | 3,132 | $223.0K | 0.04% | −13−0.4% | Reduced |
| North Star Asset Management Inc | 3,127 | $223.0K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,136 | $224.0K | 0.01% | −7−0.2% | Reduced |
| Coho Partners, Ltd. | 3,139 | $224.0K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,160 | $225.0K | 0.02% | +2+0.1% | Added |
| Wedgewood Investors Inc | 3,150 | $225.0K | 0.32% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,175 | $226.0K | 0.00% | −1,500−32.1% | Reduced |
| Nikulski Financial, Inc. | 3,170 | $226.0K | 0.11% | −220−6.5% | Reduced |
| Biltmore Wealth Management, LLC | 3,167 | $226.0K | 0.10% | +3+0.1% | Added |
| Pitcairn Co | 3,170 | $226.0K | 0.02% | +133+4.4% | Added |
| Stanley-Laman Group, Ltd. | 3,172 | $226.0K | 0.04% | +3,172 | New |
| Klingenstein Fields & Co LP | 3,178 | $227.0K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,176 | $227.0K | 0.04% | +248+8.5% | Added |
| Bangor Savings Bank | 3,225 | $229.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,221 | $230.0K | 0.04% | +55+1.7% | Added |
| Lloyd Advisory Services, LLC. | 3,231 | $230.0K | 0.18% | +190+6.2% | Added |
| Round Rock Advisors, LLC | 3,246 | $231.0K | 0.10% | −288−8.1% | Reduced |
| CRA Financial Services, LLC | 3,237 | $231.0K | 0.08% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,250 | $231.8K | 0.16% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,253 | $232.0K | 0.02% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,256 | $232.0K | 0.13% | +11+0.3% | Added |
| Flaharty Asset Management, LLC | 3,250 | $232.0K | 0.05% | +3,250 | New |
| KG&L Capital Management,LLC | 3,267 | $233.0K | 0.13% | −16,424−83.4% | Reduced |
| Boyar Asset Management Inc. | 3,265 | $233.0K | 0.19% | 00.0% | Unchanged |