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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 7,156 | $510.0K | 0.07% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,131 | $509.0K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 7,098 | $506.0K | 0.04% | +2,484+53.8% | Added |
| Searle & Co. | 7,100 | $506.0K | 0.20% | +3,000+73.2% | Added |
| Wealth Alliance Advisory Group, LLC | 7,022 | $501.0K | 0.24% | −20−0.3% | Reduced |
| City State Bank | 7,010 | $500.0K | 0.35% | −25−0.4% | Reduced |
| Ahrens Investment Partners LLC | 7,012 | $500.0K | 0.22% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 6,970 | $497.0K | 0.12% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,952 | $496.0K | 0.13% | +44+0.6% | Added |
| Schechter Investment Advisors, LLC | 6,948 | $495.0K | 0.05% | +1,195+20.8% | Added |
| Wealth Advisory Solutions, LLC | 6,927 | $494.0K | 0.12% | −250−3.5% | Reduced |
| Northwest Bancshares, Inc. | 6,922 | $494.0K | 0.11% | −164−2.3% | Reduced |
| First Command Bank | 6,909 | $493.0K | 0.07% | +432+6.7% | Added |
| First Command Financial Services, Inc. | 6,909 | $493.0K | 0.07% | +432+6.7% | Added |
| Mraz, Amerine & Associates, Inc. | 6,890 | $491.0K | 0.13% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 6,892 | $491.0K | 0.12% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 6,860 | $489.0K | 0.17% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,862 | $489.0K | 0.08% | +911+15.3% | Added |
| Novare Capital Management LLC | 6,825 | $487.0K | 0.06% | −1,399−17.0% | Reduced |
| Jones Financial Companies LLLP | 6,804 | $485.0K | 0.00% | −2,380−25.9% | Reduced |
| Cohen Investment Advisors LLC | 6,791 | $484.0K | 0.41% | −41−0.6% | Reduced |
| Wagner Wealth Management, LLC | 6,773 | $483.0K | 0.38% | +604+9.8% | Added |
| XTX Topco Ltd | 6,772 | $483.0K | 0.20% | +6,772 | New |
| Investment Management of Virginia LLC | 6,734 | $481.0K | 0.10% | −125−1.8% | Reduced |
| Mechanics Financial Corp | 6,726 | $480.0K | 0.29% | 00.0% | Unchanged |
| LCNB Corp | 6,718 | $479.0K | 0.25% | −400−5.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 6,675 | $476.0K | 0.27% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 6,667 | $475.0K | 0.08% | −2,636−28.3% | Reduced |
| BLB&B Advisors, LLC | 6,660 | $475.0K | 0.04% | −1,040−13.5% | Reduced |
| IVC Wealth Advisors LLC | 6,641 | $474.0K | 0.37% | −155−2.3% | Reduced |
| MKT Advisors LLC | 6,595 | $473.0K | 0.37% | −284−4.1% | Reduced |
| Aldebaran Financial Inc. | 6,533 | $473.0K | 0.52% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,629 | $473.0K | 0.03% | +290+4.6% | Added |
| Marcum Wealth, LLC | 6,616 | $472.0K | 0.07% | −249−3.6% | Reduced |
| Advisors Capital Management, LLC | 6,611 | $471.0K | 0.01% | −1,498−18.5% | Reduced |
| Trust Co of Toledo NA | 6,589 | $470.0K | 0.08% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 6,547 | $467.0K | 0.03% | −89−1.3% | Reduced |
| Cross Staff Investments Inc | 6,535 | $466.0K | 0.51% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,513 | $464.0K | 0.48% | −199−3.0% | Reduced |
| Covington Capital Management | 6,472 | $462.0K | 0.02% | −31−0.5% | Reduced |
| Tradewinds, LLC. | 6,484 | $462.0K | 0.31% | +6,484 | New |
| MUFG Americas Holdings Corp | 6,434 | $459.0K | 0.01% | +670+11.6% | Added |
| MJP Associates Inc | 6,435 | $459.0K | 0.13% | +1,949+43.4% | Added |
| 1620 Investment Advisors, Inc. | 6,411 | $457.0K | 0.63% | +450+7.5% | Added |
| Wolverine Trading, LLC | 6,453 | $456.0K | 0.01% | −16,530−71.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,390 | $456.0K | 0.14% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,390 | $455.0K | 0.08% | −586−8.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,376 | $455.0K | 0.15% | +73+1.2% | Added |
| First Farmers & Merchants Bank / Trust | 6,367 | $454.0K | 0.56% | −4,330−40.5% | Reduced |
| Great Lakes Advisors, LLC | 6,370 | $454.0K | 0.01% | +1,024+19.2% | Added |
| Chicago Capital, LLC | 6,306 | $450.0K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 6,296 | $449.1K | 0.11% | +170+2.8% | Added |
| Equitable Holdings, Inc. | 6,288 | $448.0K | 0.01% | −2,425−27.8% | Reduced |
| Greylin Investment Mangement Inc | 6,275 | $447.0K | 0.09% | −300−4.6% | Reduced |
| Formidable Asset Management, LLC | 6,184 | $441.0K | 0.10% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 6,166 | $440.0K | 0.45% | +397+6.9% | Added |
| Summit Trail Advisors, LLC | 6,163 | $439.0K | 0.03% | +1,111+22.0% | Added |
| Schmidt P J Investment Management Inc | 5,555 | $438.0K | 0.10% | 00.0% | Unchanged |
| Mendel Money Management | 6,126 | $437.0K | 0.26% | −1,970−24.3% | Reduced |
| Xcel Wealth Management, LLC | 6,102 | $435.0K | 0.16% | +178+3.0% | Added |
| Glen Eagle Advisors, LLC | 6,071 | $432.9K | 0.12% | +130+2.2% | Added |
| Davy Global Fund Management Ltd | 6,054 | $432.0K | 0.09% | −567−8.6% | Reduced |
| Waterfront Wealth Inc. | 6,063 | $432.0K | 0.17% | +1,977+48.4% | Added |
| Modera Wealth Management, LLC | 6,039 | $431.0K | 0.02% | +1,131+23.0% | Added |
| Summit Asset Management, LLC | 6,016 | $429.0K | 0.13% | +14+0.2% | Added |
| Baker Boyer National Bank | 6,000 | $428.0K | 0.22% | 00.0% | Unchanged |
| Mathes Company, Inc. | 6,000 | $428.0K | 0.21% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,001 | $428.0K | 0.05% | +11+0.2% | Added |
| Schulhoff & Co Inc | 6,000 | $427.0K | 0.20% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 5,924 | $421.0K | 0.10% | −102−1.7% | Reduced |
| Kalos Management, Inc. | 5,738 | $419.0K | 0.56% | −54−0.9% | Reduced |
| Crossvault Capital Management LLC | 5,875 | $419.0K | 0.16% | +300+5.4% | Added |
| Bedel Financial Consulting, Inc. | 5,879 | $419.0K | 0.12% | +1,183+25.2% | Added |
| Verus Financial Partners, Inc. | 5,906 | $418.0K | 0.06% | −439−6.9% | Reduced |
| Bridges Investment Management Inc | 5,850 | $418.0K | 0.02% | 00.0% | Unchanged |
| First International Bank & Trust | 5,824 | $415.0K | 0.15% | +892+18.1% | Added |
| Marble Harbor Investment Counsel, LLC | 5,792 | $413.0K | 0.06% | +400+7.4% | Added |
| Hanson & Doremus Investment Management | 5,771 | $412.0K | 0.10% | −273−4.5% | Reduced |
| Abound Wealth Management | 5,755 | $410.4K | 0.23% | +13+0.2% | Added |
| Telemus Capital, LLC | 5,723 | $408.0K | 0.04% | −471−7.6% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,693 | $406.0K | 0.13% | +400+7.6% | Added |
| Exencial Wealth Advisors, LLC | 5,689 | $406.0K | 0.02% | +676+13.5% | Added |
| 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 |
| Carroll Investors, Inc | 5,686 | $405.0K | 0.37% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,650 | $403.0K | 0.10% | −310−5.2% | Reduced |
| Taylor Hoffman Wealth Management | 5,492 | $402.0K | 0.20% | 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 |
| Pinnacle Wealth Management Group, Inc. | 5,614 | $400.0K | 0.33% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 5,600 | $399.0K | 0.11% | −1,594−22.2% | Reduced |
| Donald L. Hagan, LLC | 5,581 | $398.0K | 0.25% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,561 | $397.0K | 0.15% | +46+0.8% | Added |
| Joel Isaacson & Co., LLC | 5,551 | $396.0K | 0.03% | +14+0.3% | Added |
| RWM Asset Management, LLC | 5,539 | $395.0K | 0.09% | +1,038+23.1% | 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 |
| Doliver Advisors, LP | 5,503 | $392.0K | 0.14% | +378+7.4% | Added |