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 |
|---|---|---|---|---|---|
| Coastal Capital Group, Inc. | 398 | $28.0K | 0.01% | +4+1.0% | Added |
| Point72 Hong Kong Ltd | 368 | $26.0K | 0.00% | +368 | New |
| Chilton Capital Management LLC | 352 | $25.0K | 0.00% | +352 | New |
| Johnson Midwest Financial, LLC | 351 | $25.0K | 0.03% | +351 | New |
| Cedar Wealth Management, LLC | 334 | $24.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 340 | $24.0K | 0.00% | +20+6.3% | Added |
| Investment Research & Advisory Group, Inc. | 331 | $24.0K | 0.02% | +331 | New |
| Evermay Wealth Management LLC | 300 | $21.0K | 0.00% | −1,115−78.8% | Reduced |
| Strategic Asset Management, LLC | 300 | $21.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 300 | $21.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 180 | $20.0K | 0.01% | −299−62.4% | Reduced |
| Annapolis Financial Services, LLC | 280 | $20.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 272 | $19.4K | 0.01% | +272 | New |
| Eagle Bay Advisors LLC | 265 | $18.9K | 0.01% | +265 | New |
| Financial Perspectives, Inc | 256 | $18.3K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $18.0K | 0.00% | −2,000−88.9% | Reduced |
| Capital Directions Investment Advisors, LLC | 257 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 220 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 217 | $15.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $14.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 191 | $14.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 196 | $14.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 198 | $14.0K | 0.01% | +99+100.0% | Added |
| Bell Investment Advisors, Inc | 195 | $14.0K | 0.00% | +195 | New |
| Tilia Fiduciary Partners, Inc. | 175 | $13.0K | 0.01% | 00.0% | Unchanged |
| Win Advisors, Inc | 184 | $13.0K | 0.03% | +129+234.5% | Added |
| Bourgeon Capital Management LLC | 175 | $12.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 174 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 168 | $12.0K | 0.00% | +91+118.2% | Added |
| Curi Capital | 163 | $12.0K | 0.00% | +156+2,228.6% | Added |
| TD Ameritrade Investment Management, LLC | 150 | $11.0K | 0.00% | −6−3.8% | Reduced |
| Tfo-TDC, LLC | 135 | $10.0K | 0.00% | −707−84.0% | Reduced |
| Stephenson National Bank & Trust | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 134 | $10.0K | 0.01% | +1+0.8% | Added |
| Ci Investments Inc. | 129 | $9.00K | 0.00% | −1−0.8% | Reduced |
| Valley National Advisers Inc | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 106 | $8.00K | 0.01% | +1+1.0% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $7.00K | 0.00% | −2,793−96.5% | Reduced |
| Sierra Capital LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 101 | $7.00K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $6.00K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 80 | $6.00K | 0.00% | +80 | New |
| New Millennium Group LLC | 88 | $6.00K | 0.01% | +88 | New |
| Loomis Sayles & Co L P | 67 | $5.00K | 0.00% | −40−37.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 69 | $5.00K | 0.00% | +27+64.3% | Added |
| Lake Point Wealth Management | 77 | $5.00K | 0.00% | +77 | New |
| Hudock, Inc. | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 51 | $4.00K | 0.00% | +51 | New |
| Steward Financial Group LLC | 58 | $4.00K | 0.00% | +58 | New |
| Morton Brown Family Wealth, LLC | 57 | $4.00K | 0.00% | +57 | New |
| Certified Advisory Corp | 42 | $3.00K | 0.00% | −969−95.8% | Reduced |
| Bellwether Advisors, LLC | 44 | $3.00K | 0.00% | −262−85.6% | Reduced |
| Alaska Permanent Fund Corp | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 42 | $2.97K | 0.00% | +1+2.4% | Added |
| Old North State Trust, LLC | 23 | $1.61K | 1.47% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.35K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 17 | $1.21K | 0.00% | −10,727−99.8% | Reduced |
| J.Safra Asset Management Corp | 93 | $1.00K | 0.02% | −2−2.1% | Reduced |
| Operose Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 14 | $999 | 0.00% | +14 | New |
| WestEnd Advisors, LLC | 12 | $855 | 0.00% | +12 | New |
| Castleview Partners, LLC | 40 | $542 | 0.00% | −1,169−96.7% | Reduced |
| Leonteq Securities AG | 3 | $214 | 0.00% | −68−95.8% | Reduced |
| HBC Financial Services, PLLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $0 | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | +3 | New |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −2,039,275−100.0% | Sold out |
| ClearBridge Investments Ltd | 0 | $0 | 0.00% | −1,295,261−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −363,212−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −151,893−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −139,672−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −123,268−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −113,066−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −117,810−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −43,645−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −34,440−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −33,829−100.0% | Sold out |
| Hall Private Wealth Advisors | 0 | $0 | 0.00% | −23,977−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −17,780−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −17,598−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −15,798−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |