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 5 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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 81,876 | $5.84M | 0.19% | 00.0% | Unchanged |
| Central Trust Co | 81,673 | $5.83M | 0.19% | −79−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 81,534 | $5.81M | 0.13% | −26,043−24.2% | Reduced |
| Neuberger Berman Group LLC | 80,306 | $5.78M | 0.01% | −6,630−7.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 80,019 | $5.71M | 1.19% | −2,042−2.5% | Reduced |
| Schnieders Capital Management LLC | 79,701 | $5.68M | 1.70% | −2,650−3.2% | Reduced |
| Sky Investment Group LLC | 79,655 | $5.68M | 1.36% | −1,800−2.2% | Reduced |
| Kentucky Retirement Systems | 78,859 | $5.62M | 0.24% | +11,307+16.7% | Added |
| Aigen Investment Management, LP | 78,204 | $5.58M | 0.94% | +78,204 | New |
| Avantax Advisory Services, Inc. | 78,007 | $5.56M | 0.08% | +16,261+26.3% | Added |
| Crossmark Global Holdings, Inc. | 76,991 | $5.49M | 0.14% | +5,690+8.0% | Added |
| Visionary Wealth Advisors | 76,590 | $5.46M | 0.49% | +5,745+8.1% | Added |
| Chronos Wealth Management, LLC | 75,547 | $5.39M | 4.04% | +380+0.5% | Added |
| Tower Research Capital LLC (TRC) | 74,945 | $5.34M | 0.12% | −96,713−56.3% | Reduced |
| Monte Financial Group, LLC | 74,784 | $5.33M | 3.11% | −6,743−8.3% | Reduced |
| South Dakota Investment Council | 74,206 | $5.29M | 0.12% | −211−0.3% | Reduced |
| CIBC World Markets Corp | 74,175 | $5.29M | 0.05% | +9,734+15.1% | Added |
| Sigma Planning Corp | 73,018 | $5.21M | 0.19% | +1,031+1.4% | Added |
| D.A. Davidson & Co. | 72,497 | $5.17M | 0.06% | −1,525−2.1% | Reduced |
| Oppenheimer & Co Inc | 72,412 | $5.16M | 0.11% | +9,304+14.7% | Added |
| Naples Global Advisors, LLC | 72,249 | $5.15M | 0.67% | +291+0.4% | Added |
| Lockheed Martin Investment Management Co | 72,200 | $5.15M | 0.35% | −27,600−27.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 71,852 | $5.12M | 0.04% | −90,122−55.6% | Reduced |
| Anchor Investment Management, LLC | 71,838 | $5.12M | 0.74% | +402+0.6% | Added |
| IFG Advisory, LLC | 71,610 | $5.10M | 0.56% | −950−1.3% | Reduced |
| NewSquare Capital LLC | 71,431 | $5.09M | 0.65% | +5,669+8.6% | Added |
| Canandaigua National Corp | 71,142 | $5.07M | 0.90% | +530+0.8% | Added |
| Albion Financial Group | 71,033 | $5.07M | 0.50% | +11,303+18.9% | Added |
| Institutional & Family Asset Management, LLC | 70,526 | $5.03M | 0.88% | +1,654+2.4% | Added |
| Shelton Capital Management | 70,312 | $5.01M | 0.23% | 00.0% | Unchanged |
| Carson Advisory Inc. | 70,104 | $5.00M | 5.58% | −2,638−3.6% | Reduced |
| Moors & Cabot, Inc. | 70,059 | $5.00M | 0.36% | −1,773−2.5% | Reduced |
| CIBC World Markets Inc. | 69,983 | $4.99M | 0.02% | −10,230−12.8% | Reduced |
| Zions Bancorporation, N.A. | 69,431 | $4.95M | 0.50% | +854+1.2% | Added |
| Daiwa Securities Group Inc. | 67,855 | $4.84M | 0.04% | +2,673+4.1% | Added |
| Louisiana State Employees Retirement System | 67,300 | $4.83M | 0.13% | +400+0.6% | Added |
| Thrivent Financial for Lutherans | 67,150 | $4.79M | 0.01% | −23,351−25.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 66,680 | $4.75M | 0.49% | −951−1.4% | Reduced |
| TD Private Client Wealth LLC | 65,794 | $4.69M | 0.23% | −5,824−8.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 65,309 | $4.66M | 1.54% | +123+0.2% | Added |
| Allstate Corp | 65,051 | $4.64M | 0.14% | −15,593−19.3% | Reduced |
| Money Concepts Capital Corp | 63,160 | $4.62M | 0.41% | −24,048−27.6% | Reduced |
| Bokf, NA | 64,636 | $4.61M | 0.09% | −2,871−4.3% | Reduced |
| Clearbridge Investments, LLC | 64,064 | $4.57M | 0.00% | −1,400−2.1% | Reduced |
| Metropolitan Life Insurance Co | 63,996 | $4.56M | 0.20% | −1,405−2.1% | Reduced |
| Birmingham Capital Management Co Inc | 63,750 | $4.55M | 1.81% | −2,150−3.3% | Reduced |
| Glenmede Trust Co NA | 62,458 | $4.45M | 0.03% | −4,344−6.5% | Reduced |
| Advisors Asset Management, Inc. | 62,342 | $4.45M | 0.08% | +62,342 | New |
| Level Four Advisory Services, LLC | 62,148 | $4.43M | 0.42% | −427−0.7% | Reduced |
| GWM Advisors LLC | 61,914 | $4.41M | 0.08% | +11,989+24.0% | Added |
| Telos Capital Management, Inc. | 61,882 | $4.41M | 0.67% | −760−1.2% | Reduced |
| Richard Bernstein Advisors LLC | 61,058 | $4.35M | 0.09% | +7,411+13.8% | Added |
| Stratos Wealth Advisors, LLC | 60,596 | $4.32M | 0.39% | −444−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 60,597 | $4.32M | 0.46% | −336−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 60,242 | $4.29M | 0.02% | +8,446+16.3% | Added |
| Stratos Wealth Partners, LTD. | 58,874 | $4.20M | 0.11% | −361−0.6% | Reduced |
| New Mexico Educational Retirement Board | 58,787 | $4.19M | 0.20% | −2,800−4.5% | Reduced |
| Wesbanco Bank Inc | 58,385 | $4.16M | 0.18% | −1,941−3.2% | Reduced |
| Bridge Creek Capital Management LLC | 58,350 | $4.16M | 1.70% | −2,040−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 58,033 | $4.14M | 0.08% | −1,437−2.4% | Reduced |
| Baugh & Associates, LLC | 58,009 | $4.14M | 2.78% | −610−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 57,833 | $4.13M | 0.09% | −28,384−32.9% | Reduced |
| Shilanski & Associates, Inc. | 57,861 | $4.13M | 1.93% | −1,987−3.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 57,809 | $4.12M | 0.34% | +106+0.2% | Added |
| Norinchukin Bank, The | 57,512 | $4.10M | 0.08% | −38,000−39.8% | Reduced |
| McRae Capital Management Inc | 57,412 | $4.09M | 1.11% | −6,637−10.4% | Reduced |
| Prospera Financial Services Inc | 57,276 | $4.08M | 0.21% | +1,886+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 56,651 | $4.04M | 0.23% | +640+1.1% | Added |
| Goelzer Investment Management, Inc. | 56,492 | $4.03M | 0.39% | +2,014+3.7% | Added |
| Pathstone Family Office, LLC | 55,260 | $3.94M | 0.09% | +9,182+19.9% | Added |
| KBC Group NV | 55,146 | $3.93M | 0.02% | −7,709−12.3% | Reduced |
| Ellsworth Advisors, LLC | 55,045 | $3.92M | 1.58% | +930+1.7% | Added |
| City Holding Co | 54,824 | $3.91M | 0.74% | +1,645+3.1% | Added |
| Foster Victor Wealth Advisors, LLC | 54,116 | $3.87M | 0.58% | +3,584+7.1% | Added |
| D. E. Shaw & Co., Inc. | 54,245 | $3.87M | 0.01% | +50,803+1,476.0% | Added |
| Lido Advisors, LLC | 53,429 | $3.81M | 0.08% | +8,201+18.1% | Added |
| Simmons Bank | 53,310 | $3.80M | 0.33% | +11,742+28.2% | Added |
| Sciencast Management LP | 48,215 | $3.74M | 0.84% | +48,215 | New |
| Roosevelt Investment Group LLC | 52,243 | $3.73M | 0.27% | +152+0.3% | Added |
| SG Americas Securities, LLC | 52,030 | $3.71M | 0.05% | +48,013+1,195.2% | Added |
| Profund Advisors LLC | 51,625 | $3.68M | 0.23% | +2,294+4.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 51,615 | $3.68M | 1.43% | +2,999+6.2% | Added |
| Private Asset Management Inc | 51,431 | $3.67M | 0.60% | −1,205−2.3% | Reduced |
| Putnam Investments LLC | 51,162 | $3.65M | 0.01% | −167,184−76.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,206 | $3.64M | 0.05% | −21,619−29.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 50,937 | $3.63M | 0.91% | −115−0.2% | Reduced |
| Van Hulzen Asset Management, LLC | 50,815 | $3.62M | 0.43% | +45,061+783.1% | Added |
| Aptus Capital Advisors, LLC | 50,767 | $3.62M | 0.12% | +2,765+5.8% | Added |
| First National Trust Co | 49,934 | $3.56M | 0.20% | −460−0.9% | Reduced |
| Coston, McIsaac & Partners | 49,706 | $3.54M | 2.14% | +49,706 | New |
| JustInvest LLC | 49,432 | $3.52M | 0.16% | +9,465+23.7% | Added |
| OneAscent Wealth Management LLC | 48,659 | $3.47M | 1.77% | +956+2.0% | Added |
| Eudaimonia Partners, LLC | 48,481 | $3.46M | 0.63% | +2,111+4.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,700 | $3.41M | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 47,801 | $3.41M | 3.13% | −50−0.1% | Reduced |
| Fulton Bank, N.A. | 47,685 | $3.40M | 0.19% | −3,404−6.7% | Reduced |
| Palisade Asset Management, LLC | 47,649 | $3.40M | 0.44% | 00.0% | Unchanged |
| Nordea Investment Management AB | 47,323 | $3.35M | 0.00% | −14,270−23.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 46,915 | $3.35M | 0.16% | +3,852+8.9% | Added |
| Doyle Wealth Management | 46,773 | $3.33M | 0.27% | −1,504−3.1% | Reduced |