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 |
|---|---|---|---|---|---|
| WealthTrust Asset Management, LLC | 3,272 | $233.0K | 0.22% | +8+0.2% | Added |
| Sweet Financial Partners, LLC | 3,273 | $233.0K | 0.07% | +10.0% | Added |
| Brown, Lisle/Cummings, Inc. | 3,276 | $233.6K | 0.13% | −615−15.8% | Reduced |
| Investors Asset Management of Georgia Inc | 3,293 | $235.0K | 0.12% | 00.0% | Unchanged |
| Strategic Capital Advisers, Inc. | 3,300 | $235.0K | 0.19% | 00.0% | Unchanged |
| Vicus Capital | 3,291 | $235.0K | 0.03% | +55+1.7% | Added |
| Whittier Trust Co | 3,294 | $235.0K | 0.00% | +101+3.2% | Added |
| Capstone Financial Advisors, Inc. | 3,307 | $236.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,316 | $236.0K | 0.04% | +3,316 | New |
| OmniStar Financial Group, Inc. | 3,351 | $238.0K | 0.26% | −23−0.7% | Reduced |
| Trinity Legacy Partners, LLC | 3,326 | $239.0K | 0.09% | +92+2.8% | Added |
| JJJ Advisors Inc. | 3,123 | $240.0K | 0.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,378 | $240.9K | 0.08% | +22+0.7% | Added |
| Girard Partners Ltd. | 3,381 | $241.0K | 0.03% | −1,386−29.1% | Reduced |
| World Equity Group, Inc. | 3,384 | $241.3K | 0.06% | +532+18.7% | Added |
| Anchor Capital Advisors LLC | 3,400 | $242.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,404 | $243.0K | 0.15% | −114−3.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 3,417 | $244.0K | 0.12% | 00.0% | Unchanged |
| CX Institutional | 3,424 | $244.0K | 0.02% | +552+19.2% | Added |
| Meridian Financial, LLC | 3,432 | $244.7K | 0.28% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,437 | $245.0K | 0.07% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,433 | $245.0K | 0.08% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,440 | $245.3K | 0.07% | +20+0.6% | Added |
| Nadler Financial Group, Inc. | 3,451 | $246.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 3,452 | $246.0K | 0.10% | +3,452 | New |
| DF Dent & Co Inc | 3,462 | $247.0K | 0.00% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,460 | $247.0K | 0.07% | +3,460 | New |
| Oppenheimer Asset Management Inc. | 3,482 | $248.0K | 0.00% | −38−1.1% | Reduced |
| Carmel Capital Partners, LLC | 3,476 | $248.0K | 0.23% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,478 | $248.0K | 0.02% | +3,478 | New |
| Acropolis Investment Management, LLC | 3,485 | $249.0K | 0.02% | +23+0.7% | Added |
| Milestone Advisory Partners | 3,408 | $249.0K | 0.20% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,487 | $249.0K | 0.22% | +3,487 | New |
| Mairs & Power Inc | 3,500 | $250.0K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $250.0K | 0.05% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,501 | $250.0K | 0.11% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 3,498 | $250.0K | 0.36% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,532 | $251.0K | 0.05% | −492−12.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,549 | $253.0K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,550 | $253.0K | 0.06% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 3,560 | $253.9K | 0.10% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,591 | $256.0K | 0.18% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,587 | $256.0K | 0.16% | +4+0.1% | Added |
| Goodwin Daniel L | 3,600 | $257.0K | 0.14% | +700+24.1% | Added |
| Boston Financial Mangement LLC | 3,617 | $258.0K | 0.01% | +129+3.7% | Added |
| Premier Asset Management LLC | 3,363 | $259.0K | 0.21% | −2,394−41.6% | Reduced |
| Samalin Investment Counsel, LLC | 3,632 | $259.0K | 0.18% | +7+0.2% | Added |
| Quantinno Capital Management LP | 3,638 | $259.0K | 0.04% | +3,638 | New |
| Fortitude Advisory Group L.L.C. | 3,649 | $260.0K | 0.24% | +56+1.6% | Added |
| 55I, LLC | 3,641 | $260.0K | 0.01% | +421+13.1% | Added |
| Athena Investment Management | 3,663 | $261.0K | 0.21% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,679 | $262.0K | 0.08% | −140−3.7% | Reduced |
| Davis R M Inc | 3,677 | $262.0K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 3,693 | $263.0K | 0.03% | +570+18.3% | Added |
| David Loasby | 3,705 | $264.0K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,701 | $264.0K | 0.11% | +3,701 | New |
| Wedmont Private Capital | 3,706 | $264.0K | 0.06% | +3,706 | New |
| Alaethes Wealth LLC | 3,725 | $266.0K | 0.20% | −1,550−29.4% | Reduced |
| Insight Advisors, LLC | 3,417 | $266.0K | 0.09% | −36−1.0% | Reduced |
| Arlington Partners LLC | 3,741 | $267.0K | 0.09% | +3,625+3,125.0% | Added |
| Robertson Stephens Wealth Management, LLC | 3,764 | $268.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,752 | $268.0K | 0.03% | +788+26.6% | Added |
| Trust Co of Virginia | 3,766 | $269.0K | 0.03% | +908+31.8% | Added |
| Vise Technologies, Inc. | 3,792 | $270.0K | 0.10% | −328−8.0% | Reduced |
| Sutton Wealth Advisors Inc. | 3,798 | $270.8K | 0.11% | +27+0.7% | Added |
| Jmac Enterprises LLC | 3,804 | $271.0K | 0.07% | −5,498−59.1% | Reduced |
| Client 1st Advisory Group, LLC | 3,805 | $271.0K | 0.16% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,828 | $273.0K | 0.11% | +28+0.7% | Added |
| Virtu Financial LLC | 3,848 | $274.0K | 0.02% | −6,664−63.4% | Reduced |
| Advisory Alpha, LLC | 3,846 | $274.0K | 0.02% | −276−6.7% | Reduced |
| Bill Few Associates, Inc. | 3,847 | $274.0K | 0.18% | −250−6.1% | Reduced |
| Cypress Capital Management LLC | 3,860 | $275.0K | 0.04% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,862 | $275.0K | 0.10% | +34+0.9% | Added |
| Fort Washington Investment Advisors Inc | 3,869 | $276.0K | 0.00% | −11,900−75.5% | Reduced |
| Semmax Financial Advisors Inc. | 3,536 | $277.0K | 0.11% | +29+0.8% | Added |
| Peak Asset Management, LLC | 3,900 | $278.0K | 0.08% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,904 | $278.0K | 0.01% | +964+32.8% | Added |
| Drake & Associates, LLC | 3,893 | $278.0K | 0.16% | +3,893 | New |
| Bourne Lent Asset Management Inc | 3,931 | $280.0K | 0.11% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 3,923 | $280.0K | 0.13% | +2+0.1% | Added |
| Clear Street Markets LLC | 3,923 | $280.0K | 0.09% | +1,189+43.5% | Added |
| Peachtree Investment Partners, LLC | 3,920 | $280.0K | 0.17% | +3,920 | New |
| FLC Capital Advisors | 3,940 | $281.0K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,947 | $281.0K | 0.06% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,937 | $281.0K | 0.17% | +33+0.8% | Added |
| TruWealth Advisors, LLC | 3,937 | $281.0K | 0.03% | +302+8.3% | Added |
| Beck Mack & Oliver LLC | 3,952 | $282.0K | 0.01% | +52+1.3% | Added |
| RNC Capital Management LLC | 3,988 | $284.0K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,989 | $284.0K | 0.04% | +2+0.1% | Added |
| Lafayette Investments, Inc. | 4,000 | $285.0K | 0.08% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,009 | $285.0K | 0.05% | +22+0.6% | Added |
| American State Bank (Iowa) | 3,998 | $285.1K | 0.23% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 4,014 | $286.0K | 0.04% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 4,011 | $286.0K | 0.08% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 4,013 | $286.0K | 0.02% | +81+2.1% | Added |
| AMG National Trust Bank | 3,950 | $286.0K | 0.01% | +471+13.5% | Added |
| Flagship Harbor Advisors, LLC | 4,006 | $286.0K | 0.03% | +745+22.8% | Added |
| Shorepoint Capital Partners LLC | 4,025 | $287.0K | 0.12% | −250−5.8% | Reduced |
| Schubert & Co | 4,021 | $287.0K | 0.27% | +26+0.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,044 | $288.0K | 0.10% | −690−14.6% | Reduced |