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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 3,172 | $226.0K | 0.04% | +3,172 | New |
| Bank of Nova Scotia Trust Co | 3,160 | $225.0K | 0.02% | +2+0.1% | Added |
| Wedgewood Investors Inc | 3,150 | $225.0K | 0.32% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,136 | $224.0K | 0.01% | −7−0.2% | Reduced |
| Coho Partners, Ltd. | 3,139 | $224.0K | 0.00% | 00.0% | Unchanged |
| Tufton Capital Management | 3,132 | $223.0K | 0.04% | −13−0.4% | Reduced |
| North Star Asset Management Inc | 3,127 | $223.0K | 0.01% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,120 | $222.5K | 0.06% | 00.0% | Unchanged |
| Monument Capital Management | 3,109 | $222.0K | 0.08% | −111−3.4% | Reduced |
| Hemenway Trust Co LLC | 3,100 | $221.0K | 0.03% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,100 | $221.0K | 0.19% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 3,068 | $219.0K | 0.02% | −5−0.2% | Reduced |
| Abner Herrman & Brock LLC | 3,067 | $219.0K | 0.04% | +3,067 | New |
| Axxcess Wealth Management, LLC | 3,046 | $217.0K | 0.02% | −97−3.1% | Reduced |
| Signature Wealth Management Partners, LLC | 3,040 | $217.0K | 0.22% | +26+0.9% | Added |
| AlphaMark Advisors, LLC | 3,046 | $217.0K | 0.10% | +150+5.2% | Added |
| Horan Securities, Inc. | 3,026 | $217.0K | 0.13% | +200+7.1% | Added |
| SBB Research Group LLC | 3,049 | $217.0K | 0.09% | +3,049 | New |
| Madrona Financial Services, LLC | 3,030 | $216.0K | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,012 | $214.0K | 0.13% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $214.0K | 0.18% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 2,998 | $214.0K | 0.00% | +849+39.5% | Added |
| Corsicana & Co. | 3,000 | $214.0K | 0.17% | +1,000+50.0% | Added |
| Weybosset Research & Management LLC | 3,000 | $214.0K | 0.11% | +3,000 | New |
| Zevin Asset Management LLC | 2,983 | $213.0K | 0.05% | +2,983 | New |
| Patten Group, Inc. | 2,972 | $212.0K | 0.07% | −197−6.2% | Reduced |
| Truvestments Capital LLC | 2,979 | $212.0K | 0.12% | −99−3.2% | Reduced |
| Greenwood Gearhart Inc | 2,966 | $212.0K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2,977 | $212.0K | 0.07% | +11+0.4% | Added |
| Iowa State Bank | 2,965 | $211.0K | 0.06% | −462−13.5% | Reduced |
| Alpha Omega Wealth Management LLC | 2,960 | $211.0K | 0.04% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 2,950 | $210.0K | 0.22% | −122−4.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,943 | $210.0K | 0.04% | −104−3.4% | Reduced |
| Forefront Wealth Management Inc. | 2,939 | $210.0K | 0.28% | +3+0.1% | Added |
| LexAurum Advisors, LLC | 2,944 | $210.0K | 0.08% | +30+1.0% | Added |
| Octavia Wealth Advisors, LLC | 2,934 | $209.0K | 0.05% | −757−20.5% | Reduced |
| Chickasaw Capital Management LLC | 2,932 | $209.0K | 0.01% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,926 | $209.0K | 0.03% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,931 | $209.0K | 0.27% | +126+4.5% | Added |
| Paradigm Financial Partners, LLC | 2,927 | $209.0K | 0.06% | +2,927 | New |
| Univest Financial Corp | 2,926 | $208.0K | 0.07% | −40−1.3% | Reduced |
| Sabal Trust CO | 2,907 | $208.0K | 0.01% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 2,914 | $208.0K | 0.12% | +26+0.9% | Added |
| Wilkins Investment Counsel Inc | 2,900 | $207.0K | 0.05% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,901 | $207.0K | 0.03% | +39+1.4% | Added |
| Gyon Technologies Capital Management, LP | 2,894 | $206.0K | 0.06% | −4,264−59.6% | Reduced |
| Physicians Financial Services, Inc. | 2,889 | $206.0K | 0.09% | +2,889 | New |
| Nova R Wealth, Inc. | 2,869 | $205.0K | 0.17% | +4+0.1% | Added |
| Field & Main Bank | 2,880 | $205.0K | 0.13% | +270+10.3% | Added |
| Trust Investment Advisors | 2,854 | $204.0K | 0.20% | +2,854 | New |
| First Citizens Financial Corp | 2,857 | $204.0K | 0.18% | +2,857 | New |
| Forum Private Client Group LLC | 2,867 | $204.0K | 0.15% | +2,867 | New |
| WealthShield Partners, LLC | 2,824 | $201.0K | 0.04% | −158−5.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,809 | $201.0K | 0.07% | +2,809 | New |
| Pensionmark Financial Group, LLC | 2,597 | $201.0K | 0.04% | +2,597 | New |
| LMCG Investments, LLC | 2,800 | $200.0K | 0.01% | −100−3.4% | Reduced |
| Calton & Associates, Inc. | 2,810 | $200.0K | 0.11% | −10.0% | Reduced |
| Motco | 2,805 | $200.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,806 | $200.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,781 | $198.0K | 0.05% | +18+0.7% | Added |
| PYA Waltman Capital, LLC | 2,696 | $192.0K | 0.11% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 2,617 | $187.0K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,575 | $184.0K | 0.02% | +1,600+164.1% | Added |
| Westside Investment Management, Inc. | 2,510 | $178.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2,494 | $177.0K | 0.00% | −1,976−44.2% | Reduced |
| Tompkins Financial Corp | 2,455 | $175.0K | 0.03% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,400 | $171.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,385 | $170.0K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,379 | $169.6K | 0.14% | −600−20.1% | Reduced |
| Tevis Investment Management | 2,338 | $167.0K | 0.16% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,327 | $166.0K | 0.02% | +10.0% | Added |
| Carolinas Wealth Consulting LLC | 49,357 | $166.0K | 0.04% | +47,515+2,579.5% | Added |
| Thompson Siegel & Walmsley LLC | 2,283 | $163.0K | 0.00% | −2,951−56.4% | Reduced |
| PrairieView Partners, LLC | 2,226 | $159.0K | 0.02% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,208 | $157.0K | 0.08% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,200 | $157.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2,205 | $157.0K | 0.03% | +16+0.7% | Added |
| Avion Wealth | 2,196 | $157.0K | 0.05% | +31+1.4% | Added |
| Toth Financial Advisory Corp | 2,182 | $156.0K | 0.03% | −34−1.5% | Reduced |
| Baystate Wealth Management LLC | 2,171 | $155.0K | 0.02% | +339+18.5% | Added |
| Versant Capital Management, Inc | 2,146 | $153.0K | 0.06% | +12+0.6% | Added |
| NVWM, LLC | 2,127 | $152.0K | 0.06% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,090 | $149.0K | 0.33% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,090 | $149.0K | 0.02% | +427+25.7% | Added |
| Bank of New Hampshire | 2,030 | $145.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,010 | $143.0K | 0.04% | +300+17.5% | Added |
| Smithfield Trust Co | 1,960 | $141.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,960 | $140.0K | 0.00% | +275+16.3% | Added |
| Quintet Private Bank (Europe) S.A. | 1,983 | $139.9K | 0.01% | +1,983 | New |
| Charter Oak Capital Management, LLC | 1,923 | $137.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,836 | $131.0K | 0.00% | −58−3.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,778 | $127.0K | 0.06% | +15+0.9% | Added |
| Northwest Investment Counselors, LLC | 1,750 | $125.0K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,722 | $123.0K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,720 | $123.0K | 0.09% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $123.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $123.0K | 0.04% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,718 | $123.0K | 0.01% | +179+11.6% | Added |
| Sound Income Strategies, LLC | 1,710 | $122.0K | 0.02% | +2+0.1% | Added |
| Center for Financial Planning, Inc. | 1,660 | $118.0K | 0.03% | −219−11.7% | Reduced |