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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Sandbox Financial Partners, LLC | 5,453 | $389.0K | 0.28% | +10.0% | Added |
| 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 |
| Klingman & Associates, LLC | 5,422 | $387.0K | 0.04% | −32−0.6% | 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 |
| Bienville Capital Management, LLC | 5,400 | $385.0K | 0.19% | −350−6.1% | Reduced |
| TCI Wealth Advisors, Inc. | 5,382 | $384.0K | 0.06% | +107+2.0% | Added |
| Wintrust Investments LLC | 5,374 | $383.0K | 0.05% | −6,675−55.4% | Reduced |
| 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 |
| 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 |
| Sterling Manor Financial, LLC | 5,317 | $379.0K | 0.46% | +2,317+77.2% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Courier Capital LLC | 5,223 | $372.0K | 0.04% | +1,000+23.7% | Added |
| Eastover Investment Advisors LLC | 5,185 | $370.0K | 0.23% | −4,544−46.7% | 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 |
| Wambolt & Associates, LLC | 5,127 | $366.0K | 0.15% | −77−1.5% | Reduced |
| 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 |
| KerberRose Wealth Management, LLC | 5,077 | $362.0K | 0.29% | +5,077 | New |
| 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 |
| WealthTrust Axiom LLC | 5,038 | $359.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| 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 |
| Cladis Investment Advisory, LLC | 5,000 | $356.6K | 0.36% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,997 | $356.0K | 0.03% | +10+0.2% | Added |
| Kowal Investment Group, LLC | 4,969 | $354.0K | 0.12% | +4,969 | New |
| 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 |
| Ausdal Financial Partners, Inc. | 4,928 | $351.0K | 0.05% | −33−0.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 4,900 | $349.0K | 0.19% | −2,244−31.4% | Reduced |
| Glassman Wealth Services | 4,882 | $348.0K | 0.07% | +18+0.4% | Added |
| Vident Investment Advisory, LLC | 4,873 | $347.0K | 0.01% | −5,926−54.9% | 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 |
| 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 |
| Charles Carroll Financial Partners, LLC | 4,800 | $342.0K | 0.45% | +1,500+45.5% | Added |
| Triad Financial Advisors, Inc. | 4,782 | $341.0K | 0.19% | +17+0.4% | Added |
| SFMG, LLC | 4,768 | $340.0K | 0.04% | −95−2.0% | Reduced |
| Institute for Wealth Management, LLC. | 4,757 | $339.0K | 0.07% | +10.0% | Added |
| 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 |
| 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 |
| 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 |
| Elmwood Wealth Management, Inc. | 4,693 | $335.0K | 0.19% | −350−6.9% | Reduced |
| Lokken Investment Group LLC | 4,701 | $335.0K | 0.27% | 00.0% | Unchanged |
| Boston Research & Management Inc | 4,710 | $335.0K | 0.11% | 00.0% | Unchanged |
| Domani Wealth, LLC | 4,684 | $334.0K | 0.09% | −700−13.0% | Reduced |
| AMJ Financial Wealth Management | 4,678 | $334.0K | 0.28% | −289−5.8% | Reduced |
| O'Rourke & Company, Inc | 4,683 | $334.0K | 0.28% | −56−1.2% | Reduced |
| Keebeck Wealth Management, LLC | 4,680 | $334.0K | 0.06% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 4,400 | $334.0K | 0.19% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 4,675 | $333.0K | 0.36% | +14+0.3% | Added |
| Gratus Capital LLC | 4,656 | $332.0K | 0.04% | −1,092−19.0% | Reduced |
| Violich Capital Management, Inc. | 4,661 | $332.0K | 0.06% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,645 | $331.0K | 0.06% | −133−2.8% | Reduced |
| Cutler Group LP | 4,646 | $331.0K | 0.05% | +4,646 | New |
| Williams Jones Wealth Management, LLC. | 4,621 | $330.0K | 0.01% | +39+0.9% | Added |
| Thrive Capital Management, LLC | 4,627 | $330.0K | 0.23% | +1,462+46.2% | Added |
| Brown Financial Advisory | 4,614 | $329.0K | 0.35% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,610 | $329.0K | 0.24% | 00.0% | Unchanged |