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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 3,937 | $281.0K | 0.03% | +302+8.3% | Added |
| Bourne Lent Asset Management Inc | 3,931 | $280.0K | 0.11% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 3,923 | $280.0K | 0.13% | +2+0.1% | Added |
| Clear Street Markets LLC | 3,923 | $280.0K | 0.09% | +1,189+43.5% | Added |
| Peachtree Investment Partners, LLC | 3,920 | $280.0K | 0.17% | +3,920 | New |
| Peak Asset Management, LLC | 3,900 | $278.0K | 0.08% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,904 | $278.0K | 0.01% | +964+32.8% | Added |
| Drake & Associates, LLC | 3,893 | $278.0K | 0.16% | +3,893 | New |
| Semmax Financial Advisors Inc. | 3,536 | $277.0K | 0.11% | +29+0.8% | Added |
| Fort Washington Investment Advisors Inc | 3,869 | $276.0K | 0.00% | −11,900−75.5% | Reduced |
| Cypress Capital Management LLC | 3,860 | $275.0K | 0.04% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,862 | $275.0K | 0.10% | +34+0.9% | Added |
| Virtu Financial LLC | 3,848 | $274.0K | 0.02% | −6,664−63.4% | Reduced |
| Advisory Alpha, LLC | 3,846 | $274.0K | 0.02% | −276−6.7% | Reduced |
| Bill Few Associates, Inc. | 3,847 | $274.0K | 0.18% | −250−6.1% | Reduced |
| Childress Capital Advisors, LLC | 3,828 | $273.0K | 0.11% | +28+0.7% | Added |
| Jmac Enterprises LLC | 3,804 | $271.0K | 0.07% | −5,498−59.1% | Reduced |
| Client 1st Advisory Group, LLC | 3,805 | $271.0K | 0.16% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,798 | $270.8K | 0.11% | +27+0.7% | Added |
| Vise Technologies, Inc. | 3,792 | $270.0K | 0.10% | −328−8.0% | Reduced |
| Trust Co of Virginia | 3,766 | $269.0K | 0.03% | +908+31.8% | Added |
| Robertson Stephens Wealth Management, LLC | 3,764 | $268.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,752 | $268.0K | 0.03% | +788+26.6% | Added |
| Arlington Partners LLC | 3,741 | $267.0K | 0.09% | +3,625+3,125.0% | Added |
| Alaethes Wealth LLC | 3,725 | $266.0K | 0.20% | −1,550−29.4% | Reduced |
| Insight Advisors, LLC | 3,417 | $266.0K | 0.09% | −36−1.0% | Reduced |
| David Loasby | 3,705 | $264.0K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,701 | $264.0K | 0.11% | +3,701 | New |
| Wedmont Private Capital | 3,706 | $264.0K | 0.06% | +3,706 | New |
| Graypoint LLC | 3,693 | $263.0K | 0.03% | +570+18.3% | Added |
| Fieldpoint Private Securities, LLC | 3,679 | $262.0K | 0.08% | −140−3.7% | Reduced |
| Davis R M Inc | 3,677 | $262.0K | 0.01% | 00.0% | Unchanged |
| Athena Investment Management | 3,663 | $261.0K | 0.21% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,649 | $260.0K | 0.24% | +56+1.6% | Added |
| 55I, LLC | 3,641 | $260.0K | 0.01% | +421+13.1% | Added |
| Premier Asset Management LLC | 3,363 | $259.0K | 0.21% | −2,394−41.6% | Reduced |
| Samalin Investment Counsel, LLC | 3,632 | $259.0K | 0.18% | +7+0.2% | Added |
| Quantinno Capital Management LP | 3,638 | $259.0K | 0.04% | +3,638 | New |
| Boston Financial Mangement LLC | 3,617 | $258.0K | 0.01% | +129+3.7% | Added |
| Goodwin Daniel L | 3,600 | $257.0K | 0.14% | +700+24.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,591 | $256.0K | 0.18% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,587 | $256.0K | 0.16% | +4+0.1% | Added |
| Cannon Financial Strategists, Inc. | 3,560 | $253.9K | 0.10% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,549 | $253.0K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,550 | $253.0K | 0.06% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,532 | $251.0K | 0.05% | −492−12.2% | Reduced |
| Mairs & Power Inc | 3,500 | $250.0K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $250.0K | 0.05% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,501 | $250.0K | 0.11% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 3,498 | $250.0K | 0.36% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,485 | $249.0K | 0.02% | +23+0.7% | Added |
| Milestone Advisory Partners | 3,408 | $249.0K | 0.20% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,487 | $249.0K | 0.22% | +3,487 | New |
| Oppenheimer Asset Management Inc. | 3,482 | $248.0K | 0.00% | −38−1.1% | Reduced |
| Carmel Capital Partners, LLC | 3,476 | $248.0K | 0.23% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,478 | $248.0K | 0.02% | +3,478 | New |
| DF Dent & Co Inc | 3,462 | $247.0K | 0.00% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,460 | $247.0K | 0.07% | +3,460 | New |
| Nadler Financial Group, Inc. | 3,451 | $246.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 3,452 | $246.0K | 0.10% | +3,452 | New |
| Private Portfolio Partners LLC | 3,440 | $245.3K | 0.07% | +20+0.6% | Added |
| Ironwood Investment Counsel, LLC | 3,437 | $245.0K | 0.07% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,433 | $245.0K | 0.08% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,432 | $244.7K | 0.28% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,417 | $244.0K | 0.12% | 00.0% | Unchanged |
| CX Institutional | 3,424 | $244.0K | 0.02% | +552+19.2% | Added |
| Zullo Investment Group, Inc. | 3,404 | $243.0K | 0.15% | −114−3.2% | Reduced |
| Anchor Capital Advisors LLC | 3,400 | $242.0K | 0.01% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,384 | $241.3K | 0.06% | +532+18.7% | Added |
| Girard Partners Ltd. | 3,381 | $241.0K | 0.03% | −1,386−29.1% | Reduced |
| West Paces Advisors Inc. | 3,378 | $240.9K | 0.08% | +22+0.7% | Added |
| JJJ Advisors Inc. | 3,123 | $240.0K | 0.07% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,326 | $239.0K | 0.09% | +92+2.8% | Added |
| OmniStar Financial Group, Inc. | 3,351 | $238.0K | 0.26% | −23−0.7% | Reduced |
| Capstone Financial Advisors, Inc. | 3,307 | $236.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,316 | $236.0K | 0.04% | +3,316 | New |
| Investors Asset Management of Georgia Inc | 3,293 | $235.0K | 0.12% | 00.0% | Unchanged |
| Strategic Capital Advisers, Inc. | 3,300 | $235.0K | 0.19% | 00.0% | Unchanged |
| Vicus Capital | 3,291 | $235.0K | 0.03% | +55+1.7% | Added |
| Whittier Trust Co | 3,294 | $235.0K | 0.00% | +101+3.2% | Added |
| Brown, Lisle/Cummings, Inc. | 3,276 | $233.6K | 0.13% | −615−15.8% | Reduced |
| KG&L Capital Management,LLC | 3,267 | $233.0K | 0.13% | −16,424−83.4% | Reduced |
| Boyar Asset Management Inc. | 3,265 | $233.0K | 0.19% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 3,272 | $233.0K | 0.22% | +8+0.2% | Added |
| Sweet Financial Partners, LLC | 3,273 | $233.0K | 0.07% | +10.0% | Added |
| Sonora Investment Management Group, LLC | 3,253 | $232.0K | 0.02% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,256 | $232.0K | 0.13% | +11+0.3% | Added |
| Flaharty Asset Management, LLC | 3,250 | $232.0K | 0.05% | +3,250 | New |
| Wealth Management Associates, Inc. | 3,250 | $231.8K | 0.16% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,246 | $231.0K | 0.10% | −288−8.1% | Reduced |
| CRA Financial Services, LLC | 3,237 | $231.0K | 0.08% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,221 | $230.0K | 0.04% | +55+1.7% | Added |
| Lloyd Advisory Services, LLC. | 3,231 | $230.0K | 0.18% | +190+6.2% | Added |
| Bangor Savings Bank | 3,225 | $229.0K | 0.02% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 3,178 | $227.0K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,176 | $227.0K | 0.04% | +248+8.5% | Added |
| Boston Trust Walden Corp | 3,175 | $226.0K | 0.00% | −1,500−32.1% | Reduced |
| Nikulski Financial, Inc. | 3,170 | $226.0K | 0.11% | −220−6.5% | Reduced |
| Biltmore Wealth Management, LLC | 3,167 | $226.0K | 0.10% | +3+0.1% | Added |
| Pitcairn Co | 3,170 | $226.0K | 0.02% | +133+4.4% | Added |