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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 9,634 | $687.0K | 1.00% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 9,784 | $697.0K | 0.14% | +9,784 | New |
| St. Johns Investment Management Company, LLC | 9,800 | $699.0K | 0.44% | −349−3.4% | Reduced |
| Sunburst Financial Group, LLC | 9,796 | $699.0K | 0.34% | −85−0.9% | Reduced |
| EPG Wealth Management LLC | 9,817 | $700.0K | 0.30% | −70−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 9,843 | $702.0K | 0.02% | +1,048+11.9% | Added |
| Zeke Capital Advisors, LLC | 9,855 | $703.0K | 0.05% | −6−0.1% | Reduced |
| Archford Capital Strategies, LLC | 9,857 | $703.0K | 0.18% | +246+2.6% | Added |
| Burke & Herbert Bank & Trust Co | 9,892 | $705.0K | 0.53% | 00.0% | Unchanged |
| MAI Capital Management | 9,939 | $709.0K | 0.01% | +2,583+35.1% | Added |
| Silver Oak Securities, Inc | 9,793 | $710.0K | 0.16% | −304−3.0% | Reduced |
| Franklin Street Advisors Inc | 9,966 | $711.0K | 0.07% | −67−0.7% | Reduced |
| Coldstream Capital Management Inc | 9,972 | $711.0K | 0.03% | +1,377+16.0% | Added |
| Peak Planning Group, LLC | 9,978 | $711.5K | 0.60% | +9,978 | New |
| Warberg Asset Management LLC | 10,000 | $713.0K | 0.24% | +10,000 | New |
| Gilbert & Cook, Inc. | 10,043 | $716.0K | 0.13% | +392+4.1% | Added |
| Sunbelt Securities, Inc. | 10,100 | $720.0K | 0.15% | +7+0.1% | Added |
| Krane Funds Advisors LLC | 10,121 | $722.0K | 0.03% | +2,645+35.4% | Added |
| Arrow Financial Corp | 10,140 | $723.0K | 0.10% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 10,158 | $724.0K | 0.11% | +10.0% | Added |
| Roberts Glore & Co Inc | 10,164 | $725.0K | 0.24% | −25−0.2% | Reduced |
| Accurate Wealth Management, LLC | 10,154 | $725.0K | 0.39% | +7+0.1% | Added |
| Beaumont Financial Partners, LLC | 10,272 | $733.0K | 0.07% | +200+2.0% | Added |
| Fiduciary Trust Co | 10,293 | $734.0K | 0.02% | −500−4.6% | Reduced |
| Cornerstone Management, Inc. | 10,331 | $736.7K | 0.19% | +20.0% | Added |
| Shikiar Asset Management Inc | 10,350 | $738.0K | 0.28% | −2,500−19.5% | Reduced |
| Perigon Wealth Management, LLC | 10,354 | $738.0K | 0.06% | +2,026+24.3% | Added |
| Monetary Management Group Inc | 10,376 | $740.0K | 0.23% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,420 | $743.0K | 0.03% | −22,452−68.3% | Reduced |
| Successful Portfolios LLC | 10,419 | $743.0K | 0.50% | −50.0% | Reduced |
| Cornercap Investment Counsel Inc | 10,453 | $745.0K | 0.13% | −5,398−34.1% | Reduced |
| Financial Advocates Investment Management | 10,480 | $748.0K | 0.06% | +1,259+13.7% | Added |
| BancorpSouth Bank | 10,505 | $749.0K | 0.11% | −1,573−13.0% | Reduced |
| Firethorn Wealth Partners, LLC | 9,763 | $749.0K | 0.61% | +1,459+17.6% | Added |
| Bayesian Capital Management, LP | 10,527 | $751.0K | 0.14% | −26,473−71.5% | Reduced |
| Allred Capital Management, LLC | 10,562 | $753.0K | 0.47% | −843−7.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 10,555 | $753.0K | 0.25% | +314+3.1% | Added |
| First Dallas Securities Inc. | 10,575 | $754.0K | 0.51% | +10.0% | Added |
| Alpha Cubed Investments, LLC | 10,677 | $761.0K | 0.06% | +1,484+16.1% | Added |
| Chesley Taft & Associates LLC | 10,688 | $762.0K | 0.05% | +36+0.3% | Added |
| Fund Management at Engine No. 1 LLC | 10,730 | $765.0K | 0.20% | +1,758+19.6% | Added |
| Jackson Thornton Asset Management, LLC | 10,741 | $766.0K | 0.22% | +51+0.5% | Added |
| Valmark Advisers, Inc. | 10,773 | $768.0K | 0.01% | −46−0.4% | Reduced |
| Great Valley Advisor Group, Inc. | 10,779 | $769.0K | 0.04% | +1,751+19.4% | Added |
| FDx Advisors, Inc. | 10,826 | $772.0K | 0.03% | −902−7.7% | Reduced |
| Clarius Group, LLC | 10,821 | $772.0K | 0.08% | +209+2.0% | Added |
| AlphaCrest Capital Management LLC | 10,822 | $772.0K | 0.04% | +1,575+17.0% | Added |
| Connectus Wealth, LLC | 10,826 | $772.0K | 0.02% | +7,716+248.1% | Added |
| Atlas Brown,Inc. | 10,856 | $774.0K | 0.37% | +47+0.4% | Added |
| First National Corp | 10,848 | $774.0K | 0.20% | +198+1.9% | Added |
| Foundations Investment Advisors, LLC | 10,847 | $775.0K | 0.03% | +6,113+129.1% | Added |
| Diversified Trust Co | 10,944 | $780.0K | 0.03% | −164−1.5% | Reduced |
| Henshaw Capital LLC | 10,940 | $780.1K | 0.05% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 10,975 | $783.0K | 0.01% | −2,173−16.5% | Reduced |
| High Net Worth Advisory Group LLC | 11,024 | $786.0K | 0.33% | −100−0.9% | Reduced |
| Bartlett & Co. LLC | 11,041 | $787.0K | 0.02% | +18+0.2% | Added |
| Jupiter Asset Management Ltd | 11,030 | $787.0K | 0.01% | +11,030 | New |
| Bartlett & Co. Wealth Management LLC | 11,041 | $787.3K | 0.02% | +18+0.2% | Added |
| Nwam LLC | 11,210 | $794.0K | 0.07% | +688+6.5% | Added |
| Avantax Planning Partners, Inc. | 11,166 | $796.0K | 0.03% | −952−7.9% | Reduced |
| Summit Financial Group Inc | 11,218 | $800.0K | 0.31% | 00.0% | Unchanged |
| Farmers Trust Co | 11,217 | $800.0K | 0.19% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 11,247 | $802.0K | 0.47% | −6,313−36.0% | Reduced |
| Ritholtz Wealth Management | 11,286 | $805.0K | 0.05% | +2,434+27.5% | Added |
| Comerica Securities,inc. | 11,331 | $808.0K | 0.06% | +208+1.9% | Added |
| HAP Trading, LLC | 11,382 | $812.0K | 0.10% | +11,382 | New |
| H. L. Ormond & Company, LLC | 11,400 | $813.0K | 1.32% | −348−3.0% | Reduced |
| Silverlake Wealth Management LLC | 11,436 | $815.5K | 0.53% | +50.0% | Added |
| Centre Asset Management, LLC | 11,452 | $817.0K | 0.22% | −118−1.0% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $817.0K | 0.44% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11,523 | $822.0K | 0.07% | +458+4.1% | Added |
| Aberdeen Wealth Management LLC | 11,545 | $823.0K | 0.65% | +40.0% | Added |
| Wulff, Hansen & Co. | 7,363 | $825.0K | 0.93% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,582 | $826.0K | 0.60% | +11,055+2,097.7% | Added |
| GoalVest Advisory LLC | 11,712 | $829.0K | 0.53% | +2,263+23.9% | Added |
| Juncture Wealth Strategies, LLC | 11,663 | $832.0K | 0.41% | +252+2.2% | Added |
| EverSource Wealth Advisors, LLC | 11,706 | $835.0K | 0.22% | +434+3.9% | Added |
| Claro Advisors LLC | 11,755 | $838.0K | 0.33% | +2,253+23.7% | Added |
| Silvercrest Asset Management Group LLC | 11,836 | $844.0K | 0.01% | −4,782−28.8% | Reduced |
| Symphony Financial, Ltd. Co. | 11,945 | $844.0K | 0.25% | +345+3.0% | Added |
| Shepherd Financial Partners LLC | 11,946 | $852.0K | 0.17% | −4,410−27.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,945 | $852.0K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 11,962 | $853.0K | 0.01% | −1,167−8.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $856.0K | 0.69% | +265+2.3% | Added |
| Plimoth Trust Co LLC | 12,012 | $857.0K | 0.27% | −620−4.9% | Reduced |
| Country Club Bank | 12,135 | $857.0K | 0.08% | −88−0.7% | Reduced |
| RDA Financial Network | 12,054 | $860.0K | 0.43% | −656−5.2% | Reduced |
| Park National Corp | 12,126 | $865.0K | 0.04% | −202−1.6% | Reduced |
| Excalibur Management Corp | 12,191 | $869.0K | 0.45% | −5,723−31.9% | Reduced |
| Intrust Bank NA | 12,201 | $870.0K | 0.13% | −573−4.5% | Reduced |
| Bahl & Gaynor Inc | 12,238 | $873.0K | 0.01% | −209−1.7% | Reduced |
| PSI Advisors, LLC | 12,265 | $875.0K | 0.43% | −920−7.0% | Reduced |
| Palumbo Wealth Management LLC | 12,271 | $875.0K | 0.69% | +682+5.9% | Added |
| EP Wealth Advisors, LLC | 12,280 | $876.0K | 0.02% | −2,599−17.5% | Reduced |
| Invst, LLC | 11,209 | $878.0K | 0.14% | +3,418+43.9% | Added |
| Americana Partners, LLC | 12,916 | $879.0K | 0.16% | +7,156+124.2% | Added |
| Marino, Stram & Associates LLC | 12,370 | $882.0K | 0.31% | +20.0% | Added |
| McKinley Carter Wealth Services, Inc. | 12,429 | $886.0K | 0.08% | −160−1.3% | Reduced |
| Trustcore Financial Services, LLC | 12,501 | $891.0K | 0.08% | +30.0% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $893.0K | 1.10% | −200−1.6% | Reduced |