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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 9,204 | $657.0K | 0.25% | −50−0.5% | Reduced |
| M Holdings Securities, Inc. | 9,205 | $656.0K | 0.07% | −259−2.7% | Reduced |
| Horizon Investments, LLC | 9,263 | $655.0K | 0.02% | −5,278−36.3% | Reduced |
| Caldwell Trust Co | 9,110 | $649.6K | 0.09% | −10.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,098 | $649.0K | 0.26% | +181+2.0% | Added |
| Acorn Wealth Advisors, LLC | 9,078 | $647.0K | 0.51% | −755−7.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $646.0K | 0.33% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9,040 | $645.0K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9,017 | $643.0K | 0.17% | −19−0.2% | Reduced |
| FineMark National Bank & Trust | 8,999 | $642.0K | 0.03% | +460+5.4% | Added |
| Advisor Resource Council | 8,986 | $641.0K | 0.06% | +8,986 | New |
| Linscomb & Williams, Inc. | 8,938 | $637.0K | 0.04% | −1,844−17.1% | Reduced |
| Nations Financial Group Inc, | 8,875 | $633.0K | 0.08% | +40.0% | Added |
| Archer Investment Corp | 8,800 | $627.5K | 0.25% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 8,786 | $627.0K | 0.62% | −801−8.4% | Reduced |
| Murphy Capital Management Inc | 8,787 | $626.0K | 0.09% | −122−1.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 8,741 | $623.0K | 0.04% | −500−5.4% | Reduced |
| 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 |
| 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 |
| 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 |
| West Family Investments, Inc. | 8,609 | $614.0K | 0.24% | +412+5.0% | Added |
| W Advisors, LLC | 8,595 | $613.0K | 0.53% | +21+0.2% | Added |
| Symmetry Partners, LLC | 8,571 | $611.0K | 0.04% | 00.0% | Unchanged |
| William Allan, LLC | 8,550 | $610.0K | 0.54% | −8,403−49.6% | Reduced |
| NTB Financial Corp | 8,540 | $609.0K | 0.49% | +5+0.1% | Added |
| 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 |
| Montecito Bank & Trust | 8,497 | $606.0K | 0.14% | −529−5.9% | 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 |
| Gladstone Institutional Advisory LLC | 8,399 | $599.0K | 0.05% | −3,333−28.4% | 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 |
| First National Bank of South Miami | 8,309 | $593.0K | 0.40% | −25−0.3% | Reduced |
| Coastline Trust Co | 8,300 | $592.0K | 0.09% | +3,160+61.5% | Added |
| Glenview Trust Co | 8,289 | $591.0K | 0.02% | +807+10.8% | Added |
| HBK Sorce Advisory LLC | 8,276 | $590.0K | 0.04% | −3,577−30.2% | Reduced |
| 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 |
| Country Trust Bank | 8,212 | $586.0K | 0.02% | 00.0% | Unchanged |
| Private Advisory Group LLC | 8,171 | $583.0K | 0.13% | −318−3.7% | Reduced |
| Cobblestone Capital Advisors LLC | 8,135 | $580.0K | 0.04% | +777+10.6% | 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 |
| Richwood Investment Advisors, LLC | 8,090 | $577.0K | 0.58% | +225+2.9% | Added |
| Prime Capital Investment Advisors, LLC | 8,058 | $575.0K | 0.03% | +2,874+55.4% | Added |
| Aviance Capital Partners, LLC | 7,953 | $567.0K | 0.13% | +6+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,934 | $566.0K | 0.10% | +85+1.1% | 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 |
| Cornerstone Wealth Group, LLC | 7,894 | $563.0K | 0.12% | +22+0.3% | Added |
| Bradley Foster & Sargent Inc | 7,888 | $562.0K | 0.01% | −1,743−18.1% | Reduced |
| Intersect Capital LLC | 7,851 | $560.0K | 0.17% | −1,008−11.4% | Reduced |
| Banque Pictet & Cie SA | 7,841 | $559.0K | 0.01% | −14,881−65.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,827 | $558.0K | 0.07% | +7,827 | New |
| CoreFirst Bank & Trust | 7,777 | $555.0K | 0.44% | +200+2.6% | Added |
| 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 |
| Optimum Investment Advisors | 7,747 | $552.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Meiji Yasuda Life Insurance Co | 7,647 | $545.0K | 0.01% | −900−10.5% | Reduced |
| Bath Savings Trust Co | 7,627 | $544.0K | 0.07% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 7,610 | $543.0K | 0.42% | +73+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 7,598 | $542.0K | 0.03% | −1,049−12.1% | Reduced |
| Peninsula Asset Management Inc | 7,590 | $541.0K | 0.33% | 00.0% | Unchanged |
| 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 |
| Beacon Investment Advisory Services, Inc. | 7,529 | $537.0K | 0.03% | −85−1.1% | Reduced |
| 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 |
| Ameritas Advisory Services, LLC | 7,502 | $535.0K | 0.03% | +649+9.5% | Added |
| Parallel Advisors, LLC | 7,502 | $535.0K | 0.02% | +909+13.8% | Added |
| Frontier Asset Management, LLC | 7,505 | $535.0K | 0.45% | +7,505 | New |
| Charter Trust Co | 7,485 | $534.0K | 0.04% | +1,490+24.9% | Added |
| Probity Advisors, Inc. | 7,462 | $532.0K | 0.12% | −530−6.6% | Reduced |
| Summitry LLC | 7,450 | $531.0K | 0.04% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 7,409 | $528.0K | 0.02% | −517−6.5% | Reduced |
| United Capital Management of KS, Inc. | 7,408 | $528.0K | 0.25% | −96−1.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,402 | $528.0K | 0.30% | +684+10.2% | Added |
| Baldwin Brothers Inc | 7,367 | $525.0K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,352 | $524.3K | 0.06% | −214−2.8% | Reduced |
| Lumature Wealth Partners, LLC | 7,343 | $524.0K | 0.23% | −1,000−12.0% | Reduced |
| Northstar Advisory Group, LLC | 7,288 | $520.0K | 0.39% | +9+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,283 | $519.3K | 0.06% | +987+15.7% | Added |
| Tradition Wealth Management, LLC | 7,206 | $514.0K | 0.07% | +8+0.1% | Added |
| David J Yvars Group | 7,021 | $513.0K | 0.70% | +4+0.1% | Added |
| Sentry Investment Management LLC | 7,160 | $511.0K | 0.23% | −1,327−15.6% | Reduced |
| Intrua Financial, LLC | 7,167 | $511.0K | 0.11% | −152−2.1% | Reduced |