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 |
|---|---|---|---|---|---|
| AXA S.A. | 167,776 | $12.0M | 0.04% | −4,735−2.7% | Reduced |
| Eaton Vance Management | 162,648 | $11.6M | 0.02% | −30,336−15.7% | Reduced |
| Schroder Investment Management Group | 163,563 | $11.6M | 0.02% | +35,292+27.5% | Added |
| HB Wealth Management, LLC | 158,532 | $11.3M | 0.23% | +28,368+21.8% | Added |
| Kestra Advisory Services, LLC | 157,036 | $11.2M | 0.12% | +11,144+7.6% | Added |
| Wealthfront Advisers LLC | 155,426 | $11.1M | 0.06% | −15,400−9.0% | Reduced |
| DekaBank Deutsche Girozentrale | 156,864 | $11.0M | 0.03% | −8,326−5.0% | Reduced |
| Leavell Investment Management, Inc. | 154,391 | $11.0M | 0.84% | +3,274+2.2% | Added |
| Maryland Capital Management | 154,327 | $11.0M | 0.87% | −6,188−3.9% | Reduced |
| Eagle Ridge Investment Management | 153,272 | $10.9M | 1.32% | −1,132−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 152,016 | $10.8M | 0.06% | +8,507+5.9% | Added |
| Nisa Investment Advisors, LLC | 151,415 | $10.8M | 0.09% | +4,140+2.8% | Added |
| Aviva PLC | 149,679 | $10.7M | 0.06% | −46,260−23.6% | Reduced |
| New York Life Investment Management LLC | 149,321 | $10.6M | 0.12% | +149,321 | New |
| Mutual of America Capital Management LLC | 144,868 | $10.3M | 0.13% | +3,430+2.4% | Added |
| Intact Investment Management Inc. | 144,000 | $10.3M | 0.32% | −6,500−4.3% | Reduced |
| Core Alternative Capital | 143,067 | $10.2M | 2.41% | +24,880+21.1% | Added |
| M&T Bank Corp | 149,712 | $10.0M | 0.05% | +19,760+15.2% | Added |
| Texas Permanent School Fund | 140,344 | $10.0M | 0.16% | +2,879+2.1% | Added |
| Rockland Trust Co | 137,577 | $9.81M | 0.68% | −13,931−9.2% | Reduced |
| Advocate Group LLC | 137,232 | $9.79M | 2.28% | +137,232 | New |
| Stephens Inc | 136,297 | $9.72M | 0.20% | +6,366+4.9% | Added |
| Bridgeworth, LLC | 132,682 | $9.46M | 2.21% | −3,871−2.8% | Reduced |
| Northern Oak Wealth Management Inc | 132,396 | $9.44M | 1.33% | −6,117−4.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 131,976 | $9.41M | 0.02% | +15,915+13.7% | Added |
| Keybank National Association | 130,253 | $9.29M | 0.05% | −3,047−2.3% | Reduced |
| Advisors Management Group Inc | 130,172 | $9.28M | 3.25% | −2,829−2.1% | Reduced |
| Kingsview Wealth Management, LLC | 126,105 | $8.99M | 0.43% | +105,800+521.1% | Added |
| Pacer Advisors, Inc. | 125,780 | $8.97M | 0.07% | +71,274+130.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 125,097 | $8.92M | 0.05% | +125,097 | New |
| Buckhead Capital Management LLC | 124,787 | $8.90M | 2.20% | −1,602−1.3% | Reduced |
| British Columbia Investment Management Corp | 122,930 | $8.77M | 0.08% | −40,683−24.9% | Reduced |
| Nissay Asset Management Corp | 121,517 | $8.66M | 0.09% | +3,715+3.2% | Added |
| Morgan Dempsey Capital Management LLC | 121,346 | $8.65M | 2.64% | +3,367+2.9% | Added |
| Signature Wealth Management Group | 121,043 | $8.63M | 4.20% | −4,262−3.4% | Reduced |
| CIBC Private Wealth Group, LLC | 120,981 | $8.63M | 0.02% | +1,205+1.0% | Added |
| Becker Capital Management Inc | 120,601 | $8.60M | 0.41% | −637−0.5% | Reduced |
| Brinker Capital Investments, LLC | 119,839 | $8.55M | 0.16% | +1,357+1.1% | Added |
| Bell Bank | 119,483 | $8.52M | 1.02% | +5,766+5.1% | Added |
| Fiduciary Group LLC | 109,265 | $8.51M | 1.06% | +7,560+7.4% | Added |
| Biondo Investment Advisors, LLC | 118,191 | $8.51M | 1.87% | +4,186+3.7% | Added |
| TCTC Holdings, LLC | 119,042 | $8.49M | 0.37% | −500.0% | Reduced |
| Cetera Investment Advisers | 118,419 | $8.44M | 0.13% | −155−0.1% | Reduced |
| Umb Bank N A | 117,481 | $8.38M | 0.13% | +2,505+2.2% | Added |
| Andra AP-fonden | 116,500 | $8.31M | 0.24% | +116,500 | New |
| Marshall Wace, LLP | 116,000 | $8.27M | 0.02% | +116,000 | New |
| Securian Asset Management, Inc | 115,955 | $8.27M | 0.20% | −15,364−11.7% | Reduced |
| Willis Investment Counsel | 115,566 | $8.24M | 0.50% | −49,100−29.8% | Reduced |
| Agf Investments Inc. | 111,882 | $7.98M | 0.07% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 109,869 | $7.83M | 0.23% | +19,684+21.8% | Added |
| Cetera Advisor Networks LLC | 109,496 | $7.81M | 0.10% | +7,549+7.4% | Added |
| Commerce Bank | 109,117 | $7.78M | 0.06% | −63,996−37.0% | Reduced |
| Pinnacle Financial Partners Inc | 108,538 | $7.74M | 0.28% | +4,457+4.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 108,485 | $7.74M | 0.04% | +55,685+105.5% | Added |
| Bragg Financial Advisors, Inc | 108,262 | $7.72M | 0.51% | +4,536+4.4% | Added |
| Kanawha Capital Management LLC | 107,905 | $7.70M | 0.78% | +1,420+1.3% | Added |
| Hartford Investment Management Co | 107,374 | $7.66M | 0.24% | +1,838+1.7% | Added |
| Associated Banc-Corp | 107,230 | $7.65M | 0.33% | −274−0.3% | Reduced |
| Intech Investment Management LLC | 107,169 | $7.64M | 0.04% | +107,169 | New |
| Mercer Global Advisors Inc | 105,352 | $7.51M | 0.05% | +15,674+17.5% | Added |
| New England Asset Management Inc | 105,320 | $7.51M | 0.13% | +3,725+3.7% | Added |
| Hantz Financial Services, Inc. | 103,252 | $7.36M | 0.25% | +4,177+4.2% | Added |
| Mayflower Financial Advisors, LLC | 103,190 | $7.36M | 1.13% | +53+0.1% | Added |
| Private Advisor Group, LLC | 102,720 | $7.33M | 0.07% | −441−0.4% | Reduced |
| Public Sector Pension Investment Board | 102,203 | $7.29M | 0.06% | −46,505−31.3% | Reduced |
| MainStreet Investment Advisors LLC | 100,878 | $7.19M | 0.83% | −774−0.8% | Reduced |
| Fifth Third Bancorp | 100,892 | $7.19M | 0.03% | +1,588+1.6% | Added |
| Davenport & Co LLC | 100,867 | $7.19M | 0.06% | +1,125+1.1% | Added |
| Raymond James Trust N.A. | 100,093 | $7.14M | 0.26% | −1,211−1.2% | Reduced |
| Atria Investments LLC | 99,201 | $7.07M | 0.15% | +9,867+11.0% | Added |
| Trustmark National Bank Trust Department | 98,940 | $7.05M | 0.63% | +268+0.3% | Added |
| Orion Portfolio Solutions, LLC | 97,717 | $6.97M | 0.28% | +22,458+29.8% | Added |
| Edgemoor Investment Advisors, Inc. | 96,839 | $6.91M | 0.87% | −2,705−2.7% | Reduced |
| Westpac Banking Corp | 96,026 | $6.85M | 0.09% | −803−0.8% | Reduced |
| Blair William & Co | 95,801 | $6.83M | 0.03% | +1,219+1.3% | Added |
| Massmutual Trust Co FSB | 95,725 | $6.83M | 0.30% | +339+0.4% | Added |
| Churchill Management Corp | 95,478 | $6.81M | 0.17% | +155+0.2% | Added |
| First PREMIER Bank | 95,007 | $6.78M | 2.02% | −1,962−2.0% | Reduced |
| Principle Wealth Partners LLC | 94,948 | $6.77M | 0.81% | −3,618−3.7% | Reduced |
| Weiss Asset Management LP | 92,632 | $6.61M | 0.17% | +92,632 | New |
| ARS Wealth Advisors Group, LLC | 91,225 | $6.50M | 0.89% | +77,421+560.9% | Added |
| Thomasville National Bank | 90,250 | $6.44M | 0.71% | +2,719+3.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 90,090 | $6.42M | 1.98% | −1,508−1.6% | Reduced |
| Edgestream Partners, L.P. | 89,565 | $6.39M | 0.50% | +49,673+124.5% | Added |
| Bank of Nova Scotia | 89,108 | $6.36M | 0.02% | −43,969−33.0% | Reduced |
| Aull & Monroe Investment Management Corp | 88,749 | $6.33M | 3.20% | −433−0.5% | Reduced |
| Insight Folios Inc | 88,558 | $6.32M | 3.00% | +4,776+5.7% | Added |
| Cetera Advisors LLC | 88,505 | $6.31M | 0.14% | +266+0.3% | Added |
| Panagora Asset Management Inc | 88,322 | $6.30M | 0.04% | −1,132,291−92.8% | Reduced |
| Alerus Financial NA | 87,785 | $6.26M | 0.58% | −11,273−11.4% | Reduced |
| RFG Advisory, LLC | 79,133 | $6.12M | 0.35% | −1,392−1.7% | Reduced |
| Fisher Asset Management, LLC | 85,609 | $6.11M | 0.00% | −80,850−48.6% | Reduced |
| Huntington National Bank | 84,719 | $6.04M | 0.07% | −2,133−2.5% | Reduced |
| Carret Asset Management, LLC | 83,827 | $5.98M | 0.83% | −4,120−4.7% | Reduced |
| Contravisory Investment Management, Inc. | 83,819 | $5.98M | 1.94% | +83,819 | New |
| Elo Mutual Pension Insurance Co | 83,572 | $5.96M | 0.20% | +221+0.3% | Added |
| Xponance, Inc. | 83,397 | $5.95M | 0.12% | +14,846+21.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 82,485 | $5.88M | 0.14% | −10,368−11.2% | Reduced |
| Old Point Trust & Financial Services N A | 81,965 | $5.84M | 2.70% | −2,327−2.8% | Reduced |
| Railway Pension Investments Ltd | 81,900 | $5.84M | 0.06% | −2,100−2.5% | Reduced |