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.
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 | 2,371 | $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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 4,712 | $336.0K | 0.04% | −353−7.0% | Reduced |
| PFG Advisors | 4,712 | $336.0K | 0.04% | +142+3.1% | Added |
| Old Second National Bank of Aurora | 4,726 | $337.0K | 0.09% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 4,730 | $337.0K | 1.08% | +298+6.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,725 | $337.0K | 0.01% | +4,725 | New |
| First Financial Bank - Trust Division | 4,737 | $338.0K | 0.04% | −10−0.2% | Reduced |
| Autumn Glory Partners, LLC | 4,735 | $338.0K | 0.25% | +4,735 | New |
| Institute for Wealth Management, LLC. | 4,757 | $339.0K | 0.07% | +10.0% | Added |
| SFMG, LLC | 4,768 | $340.0K | 0.04% | −95−2.0% | Reduced |
| Triad Financial Advisors, Inc. | 4,782 | $341.0K | 0.19% | +17+0.4% | Added |
| Charles Carroll Financial Partners, LLC | 4,800 | $342.0K | 0.45% | +1,500+45.5% | Added |
| Heritage Investors Management Corp | 4,833 | $345.0K | 0.02% | −884−15.5% | Reduced |
| WMG Financial Advisors, LLC | 4,852 | $345.0K | 0.30% | −260−5.1% | Reduced |
| Bank of Stockton | 4,855 | $346.0K | 0.13% | +5+0.1% | Added |
| Independence Bank of Kentucky | 4,850 | $346.0K | 0.15% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 4,851 | $346.0K | 0.38% | +4,851 | New |
| Vident Investment Advisory, LLC | 4,873 | $347.0K | 0.01% | −5,926−54.9% | Reduced |
| Glassman Wealth Services | 4,882 | $348.0K | 0.07% | +18+0.4% | Added |
| Graybill Bartz & Assoc Ltd | 4,900 | $349.0K | 0.19% | −2,244−31.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,928 | $351.0K | 0.05% | −33−0.7% | Reduced |
| Wela Strategies, Inc. | 4,936 | $352.0K | 0.21% | +20.0% | Added |
| CMG Global Holdings, LLC | 4,935 | $352.0K | 0.36% | +25+0.5% | Added |
| Kowal Investment Group, LLC | 4,969 | $354.0K | 0.12% | +4,969 | New |
| Sigma Investment Counselors Inc | 4,997 | $356.0K | 0.03% | +10+0.2% | Added |
| Cladis Investment Advisory, LLC | 5,000 | $356.6K | 0.36% | 00.0% | Unchanged |
| Connolly Sarah T. | 5,000 | $357.0K | 0.24% | 00.0% | Unchanged |
| Platform Technology Partners | 5,001 | $357.0K | 0.19% | +105+2.1% | Added |
| Hexagon Capital Partners LLC | 5,013 | $357.0K | 0.11% | +323+6.9% | Added |
| Founders Financial Alliance, LLC | 4,999 | $357.0K | 0.18% | +435+9.5% | Added |
| Rosenberg Matthew Hamilton | 4,884 | $357.0K | 0.13% | +344+7.6% | Added |
| JT Stratford LLC | 5,016 | $358.0K | 0.11% | −455−8.3% | Reduced |
| Pendal Group Limited | 5,019 | $358.0K | 0.00% | −432−7.9% | Reduced |
| Inscription Capital, LLC | 5,021 | $358.0K | 0.06% | +403+8.7% | Added |
| WealthTrust Axiom LLC | 5,038 | $359.0K | 0.13% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,428 | $360.0K | 0.04% | −3,458−50.2% | Reduced |
| Parsec Financial Management, Inc. | 5,053 | $360.0K | 0.02% | +482+10.5% | Added |
| KerberRose Wealth Management, LLC | 5,077 | $362.0K | 0.29% | +5,077 | New |
| SNS Financial Group, LLC | 5,090 | $363.0K | 0.05% | −931−15.5% | Reduced |
| Sargent Bickham Lagudis LLC | 5,095 | $363.0K | 0.03% | +564+12.4% | Added |
| Benjamin Edwards Inc | 5,085 | $363.0K | 0.11% | +592+13.2% | Added |
| Wambolt & Associates, LLC | 5,127 | $366.0K | 0.15% | −77−1.5% | Reduced |
| Baldwin Investment Management, LLC | 5,150 | $367.0K | 0.13% | −1,315−20.3% | Reduced |
| Lee Danner & Bass Inc | 5,145 | $367.0K | 0.04% | −714−12.2% | Reduced |
| KRS Capital Management, LLC | 5,158 | $367.0K | 0.52% | +10+0.2% | Added |
| Fusion Capital, LLC | 5,149 | $367.0K | 0.23% | +42+0.8% | Added |
| Two Sigma Securities, LLC | 5,147 | $367.0K | 0.06% | +794+18.2% | Added |
| Eastover Investment Advisors LLC | 5,185 | $370.0K | 0.23% | −4,544−46.7% | Reduced |
| Courier Capital LLC | 5,223 | $372.0K | 0.04% | +1,000+23.7% | Added |
| REDW Wealth LLC | 5,236 | $373.0K | 0.14% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,236 | $373.0K | 0.05% | +500+10.6% | Added |
| J. L. Bainbridge & Co., Inc. | 5,245 | $374.0K | 0.06% | −50−0.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,241 | $374.0K | 0.13% | +566+12.1% | Added |
| Cypress Capital Group | 5,265 | $375.0K | 0.06% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,252 | $375.0K | 0.16% | +37+0.7% | Added |
| Patriot Investment Management Inc. | 5,264 | $375.0K | 0.04% | +122+2.4% | Added |
| Quadrant Capital Group LLC | 5,260 | $375.0K | 0.05% | +1,266+31.7% | Added |
| Cranbrook Wealth Management, LLC | 5,276 | $376.0K | 0.09% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 4,898 | $376.0K | 0.26% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 5,270 | $376.0K | 0.04% | +1,220+30.1% | Added |
| Private Capital Advisors, Inc. | 5,300 | $378.0K | 0.06% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,301 | $378.0K | 0.18% | +300+6.0% | Added |
| Sterling Manor Financial, LLC | 5,317 | $379.0K | 0.46% | +2,317+77.2% | Added |
| Campion Asset Management LLC | 5,340 | $381.0K | 0.38% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 5,346 | $381.0K | 0.16% | +20+0.4% | Added |
| Beaumont Asset Management, L.L.C. | 5,364 | $382.0K | 0.29% | −42−0.8% | Reduced |
| Aevitas Wealth Management, Inc. | 5,358 | $382.0K | 0.26% | +25+0.5% | Added |
| Wintrust Investments LLC | 5,374 | $383.0K | 0.05% | −6,675−55.4% | Reduced |
| TCI Wealth Advisors, Inc. | 5,382 | $384.0K | 0.06% | +107+2.0% | Added |
| Bienville Capital Management, LLC | 5,400 | $385.0K | 0.19% | −350−6.1% | Reduced |
| Sawyer & Company, Inc | 5,407 | $386.0K | 0.20% | −530−8.9% | Reduced |
| Byrne Asset Management LLC | 5,414 | $386.0K | 0.28% | −161−2.9% | Reduced |
| First National Bank & Trust Co of Newtown | 5,423 | $386.0K | 0.09% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,417 | $386.0K | 0.05% | +308+6.0% | Added |
| Klingman & Associates, LLC | 5,422 | $387.0K | 0.04% | −32−0.6% | Reduced |
| Rodgers Brothers Inc. | 5,443 | $388.0K | 0.08% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,448 | $388.0K | 0.04% | +26+0.5% | Added |
| Sandbox Financial Partners, LLC | 5,453 | $389.0K | 0.28% | +10.0% | Added |
| Affinity Wealth Management LLC | 5,487 | $390.0K | 0.09% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,455 | $390.0K | 0.04% | −32−0.6% | Reduced |
| Financial Advisory Service, Inc. | 5,478 | $391.0K | 0.04% | −9,354−63.1% | Reduced |
| St Germain D J Co Inc | 5,482 | $391.0K | 0.03% | −309−5.3% | Reduced |
| Deseret Mutual Benefit Administrators | 5,486 | $391.0K | 0.09% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,105 | $391.0K | 0.09% | +882+20.9% | Added |
| Doliver Advisors, LP | 5,503 | $392.0K | 0.14% | +378+7.4% | Added |
| Arden Trust Co | 5,505 | $393.0K | 0.09% | −1,600−22.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,400 | $393.0K | 0.09% | +200+3.8% | Added |
| RWM Asset Management, LLC | 5,539 | $395.0K | 0.09% | +1,038+23.1% | Added |
| Joel Isaacson & Co., LLC | 5,551 | $396.0K | 0.03% | +14+0.3% | Added |
| O'Brien Greene & Co. Inc | 5,561 | $397.0K | 0.15% | +46+0.8% | Added |
| Donald L. Hagan, LLC | 5,581 | $398.0K | 0.25% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 5,600 | $399.0K | 0.11% | −1,594−22.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,614 | $400.0K | 0.33% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,622 | $401.0K | 0.02% | +52+0.9% | Added |
| Keystone Financial Group | 5,626 | $401.0K | 0.08% | +91+1.6% | Added |
| Waldron Private Wealth LLC | 5,631 | $401.0K | 0.02% | +1,924+51.9% | Added |
| Taylor Hoffman Wealth Management | 5,492 | $402.0K | 0.20% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,650 | $403.0K | 0.10% | −310−5.2% | Reduced |
| Cadence Bank NA | 5,672 | $405.0K | 0.13% | −2,500−30.6% | Reduced |
| Continuum Advisory, LLC | 5,674 | $405.0K | 0.07% | +9+0.2% | Added |
| LifePro Asset Management | 5,678 | $405.0K | 0.21% | 00.0% | Unchanged |