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 |
|---|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | 4,603 | $328.0K | 0.10% | −923−16.7% | Reduced |
| American Trust | 4,595 | $328.0K | 0.03% | +400+9.5% | Added |
| Clear Creek Financial Management, LLC | 4,586 | $327.0K | 0.07% | −228−4.7% | Reduced |
| Angeles Investment Advisors, LLC | 4,590 | $327.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 4,580 | $327.0K | 0.08% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,589 | $327.0K | 0.09% | +35+0.8% | Added |
| 1st Source Bank | 4,536 | $324.0K | 0.02% | −225−4.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,550 | $324.0K | 0.01% | −50−1.1% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $324.0K | 0.37% | 00.0% | Unchanged |
| AIA Group Ltd | 4,534 | $323.0K | 0.02% | −10,975−70.8% | Reduced |
| High Falls Advisors, Inc | 4,513 | $322.0K | 0.10% | +3+0.1% | Added |
| Black Diamond Financial, LLC | 4,511 | $322.0K | 0.13% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 4,496 | $321.0K | 0.06% | +7+0.2% | Added |
| Smith Anglin Financial, LLC | 4,485 | $320.0K | 0.09% | −244−5.2% | Reduced |
| JB Capital LLC | 4,455 | $318.0K | 0.03% | −477−9.7% | Reduced |
| Brewin Dolphin Ltd | 4,440 | $317.0K | 0.02% | 00.0% | Unchanged |
| apricus wealth, LLC | 4,425 | $316.0K | 0.29% | +100+2.3% | Added |
| Moneta Group Investment Advisors LLC | 4,431 | $316.0K | 0.01% | +87+2.0% | Added |
| Jeppson Wealth Management, LLC | 4,434 | $316.0K | 0.14% | +1,650+59.3% | Added |
| Prio Wealth Limited Partnership | 4,424 | $315.5K | 0.01% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 4,417 | $315.0K | 0.06% | −78−1.7% | Reduced |
| MBA Advisors LLC | 4,412 | $315.0K | 0.22% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,345 | $315.0K | 0.25% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,126 | $315.0K | 0.05% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 4,421 | $315.0K | 0.00% | +362+8.9% | Added |
| Buckingham Strategic Partners | 4,416 | $315.0K | 0.03% | +4,416 | New |
| BCS Wealth Management | 4,407 | $314.0K | 0.14% | −262−5.6% | Reduced |
| Investment House LLC | 4,405 | $314.0K | 0.03% | +20.0% | Added |
| Hoylecohen, LLC | 4,395 | $313.0K | 0.03% | −100−2.2% | Reduced |
| Resource Planning Group | 4,387 | $313.0K | 0.26% | −6−0.1% | Reduced |
| Tranquility Partners, LLC | 4,384 | $313.0K | 0.16% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 4,396 | $313.0K | 0.14% | +520+13.4% | Added |
| Eqis Capital Management, Inc. | 4,385 | $312.7K | 0.03% | −539−10.9% | Reduced |
| Cornerstone Advisory, LLC | 4,379 | $312.0K | 0.07% | −3,623−45.3% | Reduced |
| CoreCap Advisors, LLC | 4,376 | $312.0K | 0.02% | −1,480−25.3% | Reduced |
| Minot Wealth Management LLC | 4,365 | $311.0K | 0.08% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,358 | $311.0K | 0.05% | +10.0% | Added |
| Spearhead Capital Advisors, LLC | 4,363 | $311.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,364 | $311.0K | 0.08% | +28+0.6% | Added |
| Pinnacle Bancorp, Inc. | 4,345 | $310.0K | 0.13% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,354 | $310.0K | 0.08% | +214+5.2% | Added |
| Matrix Trust Co | 4,336 | $309.0K | 0.09% | +4,336 | New |
| Forum Financial Management, LP | 4,324 | $308.0K | 0.02% | −150−3.4% | Reduced |
| YHB Investment Advisors, Inc. | 4,314 | $308.0K | 0.03% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,308 | $307.0K | 0.11% | −195−4.3% | Reduced |
| Thomas Story & Son LLC | 4,300 | $307.0K | 0.15% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,302 | $307.0K | 0.23% | +4,302 | New |
| Chesapeake Wealth Management | 4,273 | $304.0K | 0.13% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,245 | $303.0K | 0.20% | +286+7.2% | Added |
| Newbridge Financial Services Group, Inc. | 4,242 | $303.0K | 0.19% | +1,099+35.0% | Added |
| Meridian Investment Counsel Inc. | 4,202 | $300.0K | 0.12% | 00.0% | Unchanged |
| King Wealth | 4,209 | $300.0K | 0.07% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,200 | $300.0K | 0.08% | +200+5.0% | Added |
| Summit X, LLC | 4,200 | $300.0K | 0.09% | +4,200 | New |
| Mirador Capital Partners LP | 4,193 | $299.0K | 0.07% | +256+6.5% | Added |
| Altus Wealth Management, LLC | 4,175 | $298.0K | 0.23% | +20.0% | Added |
| Norwood Financial Corp | 4,158 | $297.0K | 0.51% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,160 | $297.0K | 0.04% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 4,146 | $296.0K | 0.28% | −8−0.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,162 | $296.0K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,150 | $295.9K | 0.03% | −328−7.3% | Reduced |
| Southland Equity Partners LLC | 4,140 | $295.3K | 0.13% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,140 | $295.0K | 0.16% | −65−1.5% | Reduced |
| Abacus Planning Group, Inc. | 4,141 | $295.0K | 0.09% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,137 | $295.0K | 0.29% | +148+3.7% | Added |
| Zhang Financial LLC | 4,123 | $294.0K | 0.05% | +740+21.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,116 | $294.0K | 0.00% | +1,266+44.4% | Added |
| Plan Group Financial, LLC | 4,130 | $294.0K | 0.51% | +4,130 | New |
| Willis Johnson & Associates, Inc. | 4,112 | $293.0K | 0.04% | +55+1.4% | Added |
| Independent Solutions Wealth Management, LLC | 4,105 | $292.7K | 0.09% | −72−1.7% | Reduced |
| AllGen Financial Advisors, Inc. | 4,086 | $291.4K | 0.24% | −38,363−90.4% | Reduced |
| TD Waterhouse Canada Inc. | 3,944 | $291.1K | 0.00% | −73−1.8% | Reduced |
| Washington Trust Co | 4,075 | $291.0K | 0.01% | −200−4.7% | Reduced |
| Providence First Trust Co | 4,087 | $291.0K | 0.16% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,787 | $291.0K | 0.02% | +179+5.0% | Added |
| Townsend Asset Management Corp | 4,074 | $291.0K | 0.15% | +4,074 | New |
| Woodard & Co Asset Management Group Inc | 4,070 | $290.0K | 0.12% | −400−8.9% | Reduced |
| Thompson Investment Management, Inc. | 4,068 | $290.0K | 0.05% | −140−3.3% | Reduced |
| Community Bank, N.A. | 4,049 | $289.0K | 0.04% | −5,395−57.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $289.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,052 | $289.0K | 0.02% | +600+17.4% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,044 | $288.0K | 0.10% | −690−14.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,035 | $288.0K | 0.21% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,044 | $288.0K | 0.08% | +1,345+49.8% | Added |
| Shorepoint Capital Partners LLC | 4,025 | $287.0K | 0.12% | −250−5.8% | Reduced |
| Schubert & Co | 4,021 | $287.0K | 0.27% | +26+0.7% | Added |
| TRUE Private Wealth Advisors | 4,014 | $286.0K | 0.04% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 4,011 | $286.0K | 0.08% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 4,013 | $286.0K | 0.02% | +81+2.1% | Added |
| AMG National Trust Bank | 3,950 | $286.0K | 0.01% | +471+13.5% | Added |
| Flagship Harbor Advisors, LLC | 4,006 | $286.0K | 0.03% | +745+22.8% | Added |
| American State Bank (Iowa) | 3,998 | $285.1K | 0.23% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,000 | $285.0K | 0.08% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,009 | $285.0K | 0.05% | +22+0.6% | Added |
| RNC Capital Management LLC | 3,988 | $284.0K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,989 | $284.0K | 0.04% | +2+0.1% | Added |
| Beck Mack & Oliver LLC | 3,952 | $282.0K | 0.01% | +52+1.3% | Added |
| FLC Capital Advisors | 3,940 | $281.0K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,947 | $281.0K | 0.06% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,937 | $281.0K | 0.17% | +33+0.8% | Added |