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 |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 4,035 | $288.0K | 0.21% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,044 | $288.0K | 0.08% | +1,345+49.8% | Added |
| Community Bank, N.A. | 4,049 | $289.0K | 0.04% | −5,395−57.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $289.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,052 | $289.0K | 0.02% | +600+17.4% | Added |
| Woodard & Co Asset Management Group Inc | 4,070 | $290.0K | 0.12% | −400−8.9% | Reduced |
| Thompson Investment Management, Inc. | 4,068 | $290.0K | 0.05% | −140−3.3% | Reduced |
| Washington Trust Co | 4,075 | $291.0K | 0.01% | −200−4.7% | Reduced |
| Providence First Trust Co | 4,087 | $291.0K | 0.16% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,787 | $291.0K | 0.02% | +179+5.0% | Added |
| Townsend Asset Management Corp | 4,074 | $291.0K | 0.15% | +4,074 | New |
| TD Waterhouse Canada Inc. | 3,944 | $291.1K | 0.00% | −73−1.8% | Reduced |
| AllGen Financial Advisors, Inc. | 4,086 | $291.4K | 0.24% | −38,363−90.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,105 | $292.7K | 0.09% | −72−1.7% | Reduced |
| Willis Johnson & Associates, Inc. | 4,112 | $293.0K | 0.04% | +55+1.4% | Added |
| Zhang Financial LLC | 4,123 | $294.0K | 0.05% | +740+21.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,116 | $294.0K | 0.00% | +1,266+44.4% | Added |
| Plan Group Financial, LLC | 4,130 | $294.0K | 0.51% | +4,130 | New |
| Eads & Heald Wealth Management | 4,140 | $295.0K | 0.16% | −65−1.5% | Reduced |
| Abacus Planning Group, Inc. | 4,141 | $295.0K | 0.09% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,137 | $295.0K | 0.29% | +148+3.7% | Added |
| Southland Equity Partners LLC | 4,140 | $295.3K | 0.13% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,150 | $295.9K | 0.03% | −328−7.3% | Reduced |
| Morris Financial Concepts, Inc. | 4,146 | $296.0K | 0.28% | −8−0.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,162 | $296.0K | 0.04% | 00.0% | Unchanged |
| Norwood Financial Corp | 4,158 | $297.0K | 0.51% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,160 | $297.0K | 0.04% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 4,175 | $298.0K | 0.23% | +20.0% | Added |
| Mirador Capital Partners LP | 4,193 | $299.0K | 0.07% | +256+6.5% | Added |
| Meridian Investment Counsel Inc. | 4,202 | $300.0K | 0.12% | 00.0% | Unchanged |
| King Wealth | 4,209 | $300.0K | 0.07% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,200 | $300.0K | 0.08% | +200+5.0% | Added |
| Summit X, LLC | 4,200 | $300.0K | 0.09% | +4,200 | New |
| Colonial River Wealth Management, LLC | 4,245 | $303.0K | 0.20% | +286+7.2% | Added |
| Newbridge Financial Services Group, Inc. | 4,242 | $303.0K | 0.19% | +1,099+35.0% | Added |
| Chesapeake Wealth Management | 4,273 | $304.0K | 0.13% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,308 | $307.0K | 0.11% | −195−4.3% | Reduced |
| Thomas Story & Son LLC | 4,300 | $307.0K | 0.15% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,302 | $307.0K | 0.23% | +4,302 | New |
| Forum Financial Management, LP | 4,324 | $308.0K | 0.02% | −150−3.4% | Reduced |
| YHB Investment Advisors, Inc. | 4,314 | $308.0K | 0.03% | 00.0% | Unchanged |
| Matrix Trust Co | 4,336 | $309.0K | 0.09% | +4,336 | New |
| Pinnacle Bancorp, Inc. | 4,345 | $310.0K | 0.13% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,354 | $310.0K | 0.08% | +214+5.2% | Added |
| Minot Wealth Management LLC | 4,365 | $311.0K | 0.08% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,358 | $311.0K | 0.05% | +10.0% | Added |
| Spearhead Capital Advisors, LLC | 4,363 | $311.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,364 | $311.0K | 0.08% | +28+0.6% | Added |
| Cornerstone Advisory, LLC | 4,379 | $312.0K | 0.07% | −3,623−45.3% | Reduced |
| CoreCap Advisors, LLC | 4,376 | $312.0K | 0.02% | −1,480−25.3% | Reduced |
| Eqis Capital Management, Inc. | 4,385 | $312.7K | 0.03% | −539−10.9% | Reduced |
| Hoylecohen, LLC | 4,395 | $313.0K | 0.03% | −100−2.2% | Reduced |
| Resource Planning Group | 4,387 | $313.0K | 0.26% | −6−0.1% | Reduced |
| Tranquility Partners, LLC | 4,384 | $313.0K | 0.16% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 4,396 | $313.0K | 0.14% | +520+13.4% | Added |
| BCS Wealth Management | 4,407 | $314.0K | 0.14% | −262−5.6% | Reduced |
| Investment House LLC | 4,405 | $314.0K | 0.03% | +20.0% | Added |
| Boenning & Scattergood, Inc. | 4,417 | $315.0K | 0.06% | −78−1.7% | Reduced |
| MBA Advisors LLC | 4,412 | $315.0K | 0.22% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,345 | $315.0K | 0.25% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,126 | $315.0K | 0.05% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 4,421 | $315.0K | 0.00% | +362+8.9% | Added |
| Buckingham Strategic Partners | 4,416 | $315.0K | 0.03% | +4,416 | New |
| Prio Wealth Limited Partnership | 4,424 | $315.5K | 0.01% | 00.0% | Unchanged |
| apricus wealth, LLC | 4,425 | $316.0K | 0.29% | +100+2.3% | Added |
| Moneta Group Investment Advisors LLC | 4,431 | $316.0K | 0.01% | +87+2.0% | Added |
| Jeppson Wealth Management, LLC | 4,434 | $316.0K | 0.14% | +1,650+59.3% | Added |
| Brewin Dolphin Ltd | 4,440 | $317.0K | 0.02% | 00.0% | Unchanged |
| JB Capital LLC | 4,455 | $318.0K | 0.03% | −477−9.7% | Reduced |
| Smith Anglin Financial, LLC | 4,485 | $320.0K | 0.09% | −244−5.2% | Reduced |
| Altfest L J & Co Inc | 4,496 | $321.0K | 0.06% | +7+0.2% | Added |
| High Falls Advisors, Inc | 4,513 | $322.0K | 0.10% | +3+0.1% | Added |
| Black Diamond Financial, LLC | 4,511 | $322.0K | 0.13% | 00.0% | Unchanged |
| AIA Group Ltd | 4,534 | $323.0K | 0.02% | −10,975−70.8% | Reduced |
| 1st Source Bank | 4,536 | $324.0K | 0.02% | −225−4.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,550 | $324.0K | 0.01% | −50−1.1% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $324.0K | 0.37% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 4,586 | $327.0K | 0.07% | −228−4.7% | Reduced |
| Angeles Investment Advisors, LLC | 4,590 | $327.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 4,580 | $327.0K | 0.08% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,589 | $327.0K | 0.09% | +35+0.8% | Added |
| Cedar Brook Financial Partners, LLC | 4,603 | $328.0K | 0.10% | −923−16.7% | Reduced |
| American Trust | 4,595 | $328.0K | 0.03% | +400+9.5% | Added |
| Brown Financial Advisory | 4,614 | $329.0K | 0.35% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,610 | $329.0K | 0.24% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,621 | $330.0K | 0.01% | +39+0.9% | Added |
| Thrive Capital Management, LLC | 4,627 | $330.0K | 0.23% | +1,462+46.2% | Added |
| Rossmore Private Capital | 4,645 | $331.0K | 0.06% | −133−2.8% | Reduced |
| Cutler Group LP | 4,646 | $331.0K | 0.05% | +4,646 | New |
| Gratus Capital LLC | 4,656 | $332.0K | 0.04% | −1,092−19.0% | Reduced |
| Violich Capital Management, Inc. | 4,661 | $332.0K | 0.06% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 4,675 | $333.0K | 0.36% | +14+0.3% | Added |
| Domani Wealth, LLC | 4,684 | $334.0K | 0.09% | −700−13.0% | Reduced |
| AMJ Financial Wealth Management | 4,678 | $334.0K | 0.28% | −289−5.8% | Reduced |
| O'Rourke & Company, Inc | 4,683 | $334.0K | 0.28% | −56−1.2% | Reduced |
| Keebeck Wealth Management, LLC | 4,680 | $334.0K | 0.06% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 4,400 | $334.0K | 0.19% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,693 | $335.0K | 0.19% | −350−6.9% | Reduced |
| Lokken Investment Group LLC | 4,701 | $335.0K | 0.27% | 00.0% | Unchanged |
| Boston Research & Management Inc | 4,710 | $335.0K | 0.11% | 00.0% | Unchanged |