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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 1,640 | $117.0K | 0.07% | −137−7.7% | Reduced |
| Private Capital Group, LLC | 1,630 | $116.0K | 0.09% | −202−11.0% | Reduced |
| Pinebridge Investments, L.P. | 1,614 | $115.0K | 0.00% | −10,983−87.2% | Reduced |
| JFS Wealth Advisors, LLC | 1,615 | $115.0K | 0.01% | +32+2.0% | Added |
| Bogart Wealth, LLC | 1,589 | $113.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,581 | $113.0K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,572 | $112.0K | 0.07% | −165−9.5% | Reduced |
| Quent Capital, LLC | 1,574 | $112.0K | 0.02% | +49+3.2% | Added |
| Providence Capital Advisors, LLC | 1,555 | $111.0K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,553 | $111.0K | 0.08% | +55+3.7% | Added |
| Harbor Investment Advisory, LLC | 1,542 | $110.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,543 | $110.0K | 0.01% | +2+0.1% | Added |
| Manchester Capital Management LLC | 1,522 | $109.0K | 0.02% | −90−5.6% | Reduced |
| Beacon Capital Management, LLC | 1,474 | $107.0K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $107.0K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 1,471 | $106.0K | 0.06% | +3+0.2% | Added |
| Parkside Financial Bank & Trust | 1,446 | $103.0K | 0.03% | −281−16.3% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $102.0K | 0.02% | −524−26.8% | Reduced |
| Heritage Financial Services, LLC | 1,441 | $102.0K | 0.06% | +1,441 | New |
| Clearview Wealth Advisors LLC | 1,399 | $100.0K | 0.07% | −130−8.5% | Reduced |
| M&R Capital Management Inc | 1,350 | $96.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,347 | $96.0K | 0.03% | +185+15.9% | Added |
| Castle Wealth Management LLC | 1,330 | $95.0K | 0.06% | +1,330 | New |
| Bellevue Asset Management, LLC | 1,281 | $92.0K | 0.07% | +3+0.2% | Added |
| WFA Asset Management Corp | 1,286 | $91.7K | 0.06% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,256 | $90.0K | 0.00% | +9+0.7% | Added |
| WFA of San Diego, LLC | 1,250 | $89.0K | 0.08% | +1,250 | New |
| Total Clarity Wealth Management, Inc. | 1,220 | $87.0K | 0.05% | +1,220 | New |
| Paloma Partners Management Co | 1,200 | $86.0K | 0.01% | −3,819−76.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,145 | $82.0K | 0.01% | +20+1.8% | Added |
| MBM Wealth Consultants, LLC | 1,102 | $79.0K | 0.04% | +35+3.3% | Added |
| AGF Investments LLC | 1,087 | $78.0K | 0.01% | −1,538−58.6% | Reduced |
| GHP Investment Advisors, Inc. | 1,100 | $78.0K | 0.01% | +1+0.1% | Added |
| Trust Co | 1,093 | $78.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,064 | $76.0K | 0.01% | −13−1.2% | Reduced |
| Heritage Wealth Management, LLC | 1,022 | $72.9K | 0.02% | 00.0% | Unchanged |
| American National Bank | 983 | $70.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 967 | $69.0K | 0.01% | +117+13.8% | Added |
| Pflug Koory, LLC | 948 | $68.0K | 0.04% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 938 | $67.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 942 | $67.0K | 0.04% | +61+6.9% | Added |
| Rise Advisors, LLC | 935 | $67.0K | 0.07% | +435+87.0% | Added |
| Financial Connections Group, Inc. | 914 | $65.0K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 900 | $64.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 883 | $63.0K | 0.02% | −22−2.4% | Reduced |
| McIlrath & Eck, LLC | 863 | $62.0K | 0.02% | −100−10.4% | Reduced |
| Tyler-Stone Wealth Management | 864 | $62.0K | 0.04% | 00.0% | Unchanged |
| Elequin Capital LP | 858 | $61.0K | 0.01% | −133−13.4% | Reduced |
| Focused Wealth Management, Inc | 859 | $61.0K | 0.01% | +3+0.4% | Added |
| Hallmark Capital Management Inc | 850 | $61.0K | 0.01% | +850 | New |
| Atticus Wealth Management, LLC | 842 | $60.0K | 0.02% | +42+5.3% | Added |
| Altshuler Shaham Ltd | 826 | $59.0K | 0.00% | −135−14.0% | Reduced |
| Seldon Capital LP | 820 | $58.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 807 | $58.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 801 | $57.0K | 0.05% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 775 | $55.3K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 764 | $54.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 760 | $54.0K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 743 | $53.0K | 0.05% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 741 | $53.0K | 0.01% | +15+2.1% | Added |
| Missouri Trust & Investment Co | 735 | $52.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 727 | $52.0K | 0.00% | +52+7.7% | Added |
| Siena Capital LLC | 708 | $51.0K | 0.03% | −104−12.8% | Reduced |
| HighMark Wealth Management LLC | 718 | $51.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 709 | $51.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 700 | $50.0K | 0.01% | −233−25.0% | Reduced |
| Canton Hathaway, LLC | 705 | $50.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $50.0K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $47.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 669 | $47.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $46.0K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 647 | $46.0K | 0.06% | +184+39.7% | Added |
| Piscataqua Savings Bank | 640 | $45.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 619 | $44.0K | 0.01% | −10−1.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 605 | $43.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 600 | $42.8K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 587 | $42.0K | 0.01% | −308−34.4% | Reduced |
| Webster Bank, N. A. | 596 | $42.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $42.0K | 0.09% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 591 | $42.0K | 0.01% | −11−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 580 | $41.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 568 | $41.0K | 0.03% | −1,334−70.1% | Reduced |
| Halpern Financial, Inc. | 550 | $39.2K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 534 | $38.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 537 | $38.0K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 512 | $37.0K | 0.02% | +9+1.8% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 502 | $36.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 484 | $35.0K | 0.01% | +234+93.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 467 | $33.0K | 0.03% | +1+0.2% | Added |
| BDO Wealth Advisors, LLC | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 447 | $31.9K | 0.01% | +4+0.9% | Added |
| JNBA Financial Advisors | 437 | $31.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 431 | $31.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 424 | $30.0K | 0.02% | +424 | New |
| AllSquare Wealth Management LLC | 400 | $29.0K | 0.02% | −150−27.3% | Reduced |
| First Community Trust NA | 400 | $29.0K | 0.03% | 00.0% | Unchanged |
| Norway Savings Bank | 405 | $29.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 401 | $28.6K | 0.01% | +2+0.5% | Added |
| Atlas Capital Advisors LLC | 397 | $28.3K | 0.00% | 00.0% | Unchanged |