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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 46,739 | $3.33M | 0.70% | +1,379+3.0% | Added |
| Lincoln National Corp | 46,253 | $3.30M | 0.08% | +1,706+3.8% | Added |
| Montag A & Associates Inc | 46,063 | $3.29M | 0.21% | −760−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 46,070 | $3.29M | 0.81% | +1,400+3.1% | Added |
| Tiaa, FSB | 46,041 | $3.28M | 0.01% | −1,466−3.1% | Reduced |
| Csenge Advisory Group | 45,866 | $3.27M | 0.27% | +5,256+12.9% | Added |
| Cubist Systematic Strategies, LLC | 45,857 | $3.27M | 0.02% | +3,145+7.4% | Added |
| CWM, LLC | 45,764 | $3.26M | 0.03% | +4,352+10.5% | Added |
| Rench Wealth Management, Inc. | 45,583 | $3.25M | 1.67% | −1,771−3.7% | Reduced |
| United Asset Strategies, Inc. | 45,488 | $3.24M | 0.47% | +41+0.1% | Added |
| MTM Investment Management, LLC | 44,062 | $3.22M | 1.74% | +31+0.1% | Added |
| Regentatlantic Capital LLC | 45,171 | $3.22M | 0.11% | +3,955+9.6% | Added |
| Arkadios Wealth Advisors | 44,570 | $3.18M | 0.47% | +4,910+12.4% | Added |
| All Terrain Financial Advisors, LLC | 44,473 | $3.17M | 1.63% | −1,820−3.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 44,376 | $3.16M | 0.27% | +38,836+701.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,305 | $3.16M | 0.41% | −505−1.1% | Reduced |
| Armor Investment Advisors, LLC | 44,085 | $3.14M | 2.04% | −295−0.7% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 44,026 | $3.14M | 0.37% | −3,131−6.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 44,023 | $3.14M | 0.74% | −180−0.4% | Reduced |
| Vectors Research Management, LLC | 43,844 | $3.13M | 0.79% | −1,638−3.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 43,793 | $3.12M | 0.13% | +1,764+4.2% | Added |
| Los Angeles Capital Management LLC | 43,294 | $3.09M | 0.02% | −418−1.0% | Reduced |
| Dearborn Partners LLC | 42,747 | $3.05M | 0.13% | +122+0.3% | Added |
| United Services Automobile Association | 42,552 | $3.03M | 0.08% | +42,552 | New |
| First Bank & Trust | 42,473 | $3.03M | 0.99% | −352−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,467 | $3.03M | 0.07% | +310+0.7% | Added |
| Reynolds Investment Management, Inc. | 42,053 | $3.00M | 1.07% | −202−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 41,879 | $2.99M | 0.39% | +1,044+2.6% | Added |
| Virginia Wealth Management Group, Inc. | 41,844 | $2.98M | 2.87% | −130−0.3% | Reduced |
| Advisor Partners LLC | 41,582 | $2.96M | 0.21% | +2,352+6.0% | Added |
| Signaturefd, LLC | 41,488 | $2.96M | 0.10% | +61+0.1% | Added |
| Winton Group Ltd | 41,274 | $2.94M | 0.16% | +14,669+55.1% | Added |
| Warren Averett Asset Management, LLC | 41,183 | $2.94M | 0.27% | +9,298+29.2% | Added |
| Woodmont Investment Counsel LLC | 41,153 | $2.94M | 0.36% | −815−1.9% | Reduced |
| Sovereign Financial Group, Inc. | 40,766 | $2.91M | 1.15% | +142+0.3% | Added |
| Te Ahumairangi Investment Management Ltd | 40,716 | $2.90M | 0.44% | −29,657−42.1% | Reduced |
| Clarkston Capital Partners, LLC | 40,580 | $2.89M | 0.05% | −200−0.5% | Reduced |
| Oakworth Capital, Inc. | 40,416 | $2.88M | 0.29% | +2,145+5.6% | Added |
| Greatmark Investment Partners, Inc. | 40,321 | $2.88M | 0.55% | +716+1.8% | Added |
| Lantz Financial LLC | 39,745 | $2.83M | 1.28% | −263−0.7% | Reduced |
| Brick & Kyle, Associates | 39,712 | $2.83M | 1.58% | +439+1.1% | Added |
| HNP Capital LLC | 39,501 | $2.82M | 0.77% | −481−1.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 39,495 | $2.82M | 0.05% | −7,746−16.4% | Reduced |
| StoneX Group Inc. | 39,201 | $2.80M | 0.34% | +1,367+3.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 39,158 | $2.79M | 1.81% | −320−0.8% | Reduced |
| National Bank of Canada | 38,586 | $2.79M | 0.01% | +1,115+3.0% | Added |
| Merit Financial Group, LLC | 39,056 | $2.79M | 0.09% | +10,975+39.1% | Added |
| Robbins Farley LLC | 38,901 | $2.77M | 2.89% | −5,532−12.5% | Reduced |
| Brookstone Capital Management | 38,631 | $2.75M | 0.06% | −72,156−65.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,531 | $2.75M | 0.01% | −169−0.4% | Reduced |
| Financial Partners Capital Management LLC | 38,267 | $2.73M | 0.59% | −100−0.3% | Reduced |
| Pinnacle Associates Ltd | 38,101 | $2.72M | 0.06% | +144+0.4% | Added |
| Kempen Capital Management N.V. | 37,818 | $2.70M | 0.10% | +4,779+14.5% | Added |
| Veritable, L.P. | 37,468 | $2.67M | 0.05% | +696+1.9% | Added |
| Hengehold Capital Management LLC | 37,448 | $2.67M | 0.38% | +1,134+3.1% | Added |
| Ieq Capital, LLC | 37,429 | $2.67M | 0.08% | +15,321+69.3% | Added |
| Lakeview Capital Partners, LLC | 37,236 | $2.65M | 1.53% | +131+0.4% | Added |
| Family Legacy, Inc. | 36,861 | $2.65M | 1.26% | −220−0.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 36,620 | $2.61M | 0.79% | −5,604−13.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 36,301 | $2.59M | 0.24% | +5,019+16.0% | Added |
| Argyle Capital Management Inc. | 36,059 | $2.57M | 0.92% | +200+0.6% | Added |
| South State Corp. | 35,923 | $2.56M | 0.24% | +70+0.2% | Added |
| Argent Trust Co | 35,876 | $2.56M | 0.18% | +937+2.7% | Added |
| Bailard, Inc. | 35,859 | $2.56M | 0.10% | +7,677+27.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,653 | $2.54M | 0.16% | +9,924+38.6% | Added |
| Day & Ennis, LLC | 35,525 | $2.53M | 0.96% | +814+2.3% | Added |
| Eudaimonia Advisors LLC | 35,381 | $2.52M | 1.73% | −365−1.0% | Reduced |
| United Bank | 35,132 | $2.50M | 1.56% | −462−1.3% | Reduced |
| Hayek Kallen Investment Management | 34,762 | $2.48M | 1.08% | +417+1.2% | Added |
| Rothschild Investment Corp | 34,637 | $2.47M | 0.23% | −100−0.3% | Reduced |
| Ontario Teachers Pension Plan Board | 34,456 | $2.46M | 0.03% | +10,285+42.6% | Added |
| Essex Financial Services, Inc. | 34,344 | $2.45M | 0.27% | −72−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 34,276 | $2.44M | 0.22% | +2,252+7.0% | Added |
| 1832 Asset Management L.P. | 34,147 | $2.44M | 0.00% | −6,988−17.0% | Reduced |
| Cerity Partners LLC | 33,928 | $2.42M | 0.03% | +18,633+121.8% | Added |
| Cantor Fitzgerald, L. P. | 33,388 | $2.38M | 0.05% | +33,388 | New |
| Mechanics Bank Trust Department | 33,245 | $2.37M | 0.42% | +1,205+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 33,112 | $2.36M | 0.05% | −1,217−3.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,115 | $2.36M | 0.11% | +110.0% | Added |
| Viking Fund Management LLC | 33,000 | $2.35M | 0.54% | +7,000+26.9% | Added |
| Snowden Capital Advisors LLC | 32,992 | $2.35M | 0.11% | +2,235+7.3% | Added |
| HighPoint Advisor Group LLC | 32,875 | $2.35M | 0.26% | +32,875 | New |
| Hartford Financial Management Inc. | 32,749 | $2.33M | 0.65% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 32,475 | $2.32M | 0.12% | +32,475 | New |
| Atria Wealth Solutions, Inc. | 32,321 | $2.31M | 0.05% | −15,818−32.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 32,036 | $2.28M | 0.52% | 00.0% | Unchanged |
| Duality Advisers, LP | 31,907 | $2.27M | 0.22% | +24,522+332.1% | Added |
| Everence Capital Management Inc | 31,681 | $2.26M | 0.20% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 31,547 | $2.25M | 0.58% | +1,124+3.7% | Added |
| Wills Financial Group, Inc. | 31,460 | $2.24M | 1.10% | −3,468−9.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,236 | $2.23M | 0.26% | +213+0.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 31,215 | $2.23M | 0.75% | −15,338−32.9% | Reduced |
| Green Square Capital Advisors LLC | 31,147 | $2.22M | 0.41% | −181−0.6% | Reduced |
| Hancock Whitney Corp | 30,348 | $2.17M | 0.09% | −616−2.0% | Reduced |
| Balentine LLC | 30,310 | $2.16M | 0.08% | +13,346+78.7% | Added |
| Brown Advisory Inc | 30,273 | $2.16M | 0.00% | +2,454+8.8% | Added |
| Forte Capital LLC | 30,165 | $2.15M | 0.37% | +8,695+40.5% | Added |
| Essex LLC | 30,119 | $2.15M | 0.67% | −340−1.1% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.14M | 0.12% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 29,951 | $2.14M | 1.22% | +4,703+18.6% | Added |