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 5 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 |
|---|---|---|---|---|---|
| Frontier Asset Management, LLC | 7,505 | $535.0K | 0.45% | +7,505 | New |
| First Hawaiian Bank | 7,518 | $536.0K | 0.02% | −210−2.7% | Reduced |
| Moloney Securities Asset Management, LLC | 7,522 | $536.0K | 0.13% | +99+1.3% | Added |
| Beacon Investment Advisory Services, Inc. | 7,529 | $537.0K | 0.03% | −85−1.1% | Reduced |
| Bremer Bank National Association | 7,578 | $540.0K | 0.10% | −320−4.1% | Reduced |
| Concord Wealth Partners | 7,568 | $540.0K | 0.15% | +63+0.8% | Added |
| Peninsula Asset Management Inc | 7,590 | $541.0K | 0.33% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,598 | $542.0K | 0.03% | −1,049−12.1% | Reduced |
| Woodward Diversified Capital, LLC | 7,610 | $543.0K | 0.42% | +73+1.0% | Added |
| Bath Savings Trust Co | 7,627 | $544.0K | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,647 | $545.0K | 0.01% | −900−10.5% | Reduced |
| Gofen & Glossberg LLC | 7,703 | $549.0K | 0.01% | −50−0.6% | Reduced |
| McLean Asset Management Corp | 7,682 | $549.0K | 0.22% | +20+0.3% | Added |
| Firestone Capital Management | 7,719 | $550.0K | 0.21% | 00.0% | Unchanged |
| Element Wealth, LLC | 7,707 | $550.0K | 0.55% | +24+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 7,730 | $551.0K | 0.26% | +9+0.1% | Added |
| First Citizens Bank & Trust Co | 7,729 | $551.0K | 0.02% | +1,458+23.2% | Added |
| Optimum Investment Advisors | 7,747 | $552.0K | 0.28% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,765 | $554.0K | 0.07% | −6,976−47.3% | Reduced |
| DuPont Capital Management Corp | 7,769 | $554.0K | 0.03% | −572−6.9% | Reduced |
| CoreFirst Bank & Trust | 7,777 | $555.0K | 0.44% | +200+2.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,827 | $558.0K | 0.07% | +7,827 | New |
| Banque Pictet & Cie SA | 7,841 | $559.0K | 0.01% | −14,881−65.5% | Reduced |
| Intersect Capital LLC | 7,851 | $560.0K | 0.17% | −1,008−11.4% | Reduced |
| Bradley Foster & Sargent Inc | 7,888 | $562.0K | 0.01% | −1,743−18.1% | Reduced |
| Cornerstone Wealth Group, LLC | 7,894 | $563.0K | 0.12% | +22+0.3% | Added |
| Renasant Bank | 7,924 | $565.0K | 0.46% | −933−10.5% | Reduced |
| Beacon Financial Group | 8,126 | $565.0K | 0.08% | −101−1.2% | Reduced |
| Moseley Investment Management Inc | 7,917 | $565.0K | 0.39% | +13+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,934 | $566.0K | 0.10% | +85+1.1% | Added |
| Aviance Capital Partners, LLC | 7,953 | $567.0K | 0.13% | +6+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 8,058 | $575.0K | 0.03% | +2,874+55.4% | Added |
| Richwood Investment Advisors, LLC | 8,090 | $577.0K | 0.58% | +225+2.9% | Added |
| MEMBERS Trust Co | 8,105 | $578.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 8,102 | $578.0K | 0.02% | +900+12.5% | Added |
| Cobblestone Capital Advisors LLC | 8,135 | $580.0K | 0.04% | +777+10.6% | Added |
| Private Advisory Group LLC | 8,171 | $583.0K | 0.13% | −318−3.7% | Reduced |
| Country Trust Bank | 8,212 | $586.0K | 0.02% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,221 | $587.0K | 0.07% | −194−2.3% | Reduced |
| Gables Capital Management Inc. | 8,231 | $587.0K | 0.44% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,276 | $590.0K | 0.04% | −3,577−30.2% | Reduced |
| Glenview Trust Co | 8,289 | $591.0K | 0.02% | +807+10.8% | Added |
| Coastline Trust Co | 8,300 | $592.0K | 0.09% | +3,160+61.5% | Added |
| First National Bank of South Miami | 8,309 | $593.0K | 0.40% | −25−0.3% | Reduced |
| Perpetual Investment Management Ltd | 8,384 | $598.0K | 0.09% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 8,380 | $598.0K | 0.13% | +207+2.5% | Added |
| Gladstone Institutional Advisory LLC | 8,399 | $599.0K | 0.05% | −3,333−28.4% | Reduced |
| Asset Management Corp | 8,474 | $604.0K | 0.45% | +556+7.0% | Added |
| Steel Peak Wealth Management LLC | 8,474 | $604.0K | 0.04% | +4,342+105.1% | Added |
| Montecito Bank & Trust | 8,497 | $606.0K | 0.14% | −529−5.9% | Reduced |
| KMG Fiduciary Partners, LLC | 8,522 | $608.0K | 0.11% | −132−1.5% | Reduced |
| CSM Advisors, LLC | 8,526 | $608.0K | 0.06% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 8,526 | $608.0K | 0.14% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 8,521 | $608.0K | 0.28% | +51+0.6% | Added |
| NTB Financial Corp | 8,540 | $609.0K | 0.49% | +5+0.1% | Added |
| William Allan, LLC | 8,550 | $610.0K | 0.54% | −8,403−49.6% | Reduced |
| Symmetry Partners, LLC | 8,571 | $611.0K | 0.04% | 00.0% | Unchanged |
| W Advisors, LLC | 8,595 | $613.0K | 0.53% | +21+0.2% | Added |
| West Family Investments, Inc. | 8,609 | $614.0K | 0.24% | +412+5.0% | Added |
| Carmichael Hill & Associates, Inc. | 8,663 | $618.0K | 0.35% | −80−0.9% | Reduced |
| Cambridge Trust Co | 8,665 | $618.0K | 0.03% | +1,185+15.8% | Added |
| Equitable Trust Co | 8,676 | $618.0K | 0.05% | +2,038+30.7% | Added |
| Transcend Wealth Collective, LLC | 8,683 | $619.0K | 0.06% | −354−3.9% | Reduced |
| Engineers Gate Manager LP | 8,674 | $619.0K | 0.02% | +8,674 | New |
| Vista Capital Partners, Inc. | 8,698 | $620.0K | 0.10% | −302−3.4% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $620.0K | 0.07% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 8,741 | $623.0K | 0.04% | −500−5.4% | Reduced |
| Murphy Capital Management Inc | 8,787 | $626.0K | 0.09% | −122−1.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,786 | $627.0K | 0.62% | −801−8.4% | Reduced |
| Archer Investment Corp | 8,800 | $627.5K | 0.25% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8,875 | $633.0K | 0.08% | +40.0% | Added |
| Linscomb & Williams, Inc. | 8,938 | $637.0K | 0.04% | −1,844−17.1% | Reduced |
| Advisor Resource Council | 8,986 | $641.0K | 0.06% | +8,986 | New |
| FineMark National Bank & Trust | 8,999 | $642.0K | 0.03% | +460+5.4% | Added |
| GPS Wealth Strategies Group, LLC | 9,017 | $643.0K | 0.17% | −19−0.2% | Reduced |
| North Star Investment Management Corp. | 9,040 | $645.0K | 0.06% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 9,055 | $646.0K | 0.33% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 9,078 | $647.0K | 0.51% | −755−7.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,098 | $649.0K | 0.26% | +181+2.0% | Added |
| Caldwell Trust Co | 9,110 | $649.6K | 0.09% | −10.0% | Reduced |
| Horizon Investments, LLC | 9,263 | $655.0K | 0.02% | −5,278−36.3% | Reduced |
| M Holdings Securities, Inc. | 9,205 | $656.0K | 0.07% | −259−2.7% | Reduced |
| Essex Savings Bank | 9,204 | $657.0K | 0.25% | −50−0.5% | Reduced |
| Jane Street Group, LLC | 9,225 | $658.0K | 0.00% | −126,764−93.2% | Reduced |
| Wrapmanager Inc | 9,247 | $659.0K | 0.21% | −893−8.8% | Reduced |
| Eagle Strategies LLC | 9,269 | $661.0K | 0.24% | −37−0.4% | Reduced |
| Grimes & Company, Inc. | 9,284 | $662.0K | 0.03% | +261+2.9% | Added |
| Home Federal Bank of Tennessee | 9,275 | $662.0K | 0.26% | +350+3.9% | Added |
| NovaPoint Capital, LLC | 9,308 | $664.0K | 0.29% | +4,220+82.9% | Added |
| Conning Inc. | 9,320 | $665.0K | 0.02% | −74−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,323 | $665.0K | 0.08% | +9,323 | New |
| Center For Asset Management LLC | 9,370 | $668.0K | 0.62% | +6,535+230.5% | Added |
| Wealthcare Advisory Partners LLC | 9,441 | $673.0K | 0.04% | +381+4.2% | Added |
| Benin Management CORP | 9,462 | $675.0K | 0.26% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 9,495 | $677.0K | 0.04% | −182−1.9% | Reduced |
| Insight Inv LLC | 9,490 | $677.0K | 0.68% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9,493 | $677.0K | 0.44% | +3,986+72.4% | Added |
| Red Wave Investments LLC | 9,521 | $679.0K | 0.28% | −695−6.8% | Reduced |
| Ancora Advisors, LLC | 9,567 | $682.0K | 0.02% | +360+3.9% | Added |
| ACG Wealth | 9,575 | $683.0K | 0.14% | +3,441+56.1% | Added |