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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 29,811 | $2.13M | 0.09% | −3,825−11.4% | Reduced |
| Summit Global Investments | 29,725 | $2.12M | 0.19% | −155,286−83.9% | Reduced |
| Geneos Wealth Management Inc. | 28,969 | $2.12M | 0.10% | −363−1.2% | Reduced |
| Old National Bancorp | 29,562 | $2.11M | 0.07% | +17,946+154.5% | Added |
| Copperwynd Financial, LLC | 29,551 | $2.11M | 1.24% | +29,551 | New |
| GSB Wealth Management, LLC | 29,333 | $2.09M | 0.71% | −595−2.0% | Reduced |
| Calamos Wealth Management LLC | 29,257 | $2.09M | 0.19% | −305−1.0% | Reduced |
| Nepsis, Inc. | 29,098 | $2.08M | 0.74% | −338−1.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 29,092 | $2.08M | 0.29% | +29,092 | New |
| Johnson Investment Counsel Inc | 29,090 | $2.07M | 0.03% | −110−0.4% | Reduced |
| Proequities, Inc. | 29,077 | $2.07M | 0.18% | +682+2.4% | Added |
| Crawford Investment Counsel Inc | 29,068 | $2.07M | 0.05% | +4,097+16.4% | Added |
| Coastal Bridge Advisors, LLC | 28,595 | $2.04M | 0.63% | +113+0.4% | Added |
| First City Capital Management, Inc. | 28,577 | $2.04M | 1.25% | −100−0.3% | Reduced |
| Jacobi Capital Management LLC | 28,562 | $2.04M | 0.27% | −535−1.8% | Reduced |
| Peapack Gladstone Financial Corp | 28,420 | $2.03M | 0.05% | −498−1.7% | Reduced |
| Moody National Bank Trust Division | 28,354 | $2.02M | 0.21% | +9,903+53.7% | Added |
| Sumitomo Life Insurance Co | 28,305 | $2.02M | 0.06% | +557+2.0% | Added |
| Quadrature Capital Ltd | 28,019 | $2.00M | 0.08% | +17,870+176.1% | Added |
| NBT Bank N A | 27,763 | $1.98M | 0.30% | −90−0.3% | Reduced |
| Bennicas & Associates, Inc. | 27,666 | $1.97M | 1.15% | +1,600+6.1% | Added |
| Dean Investment Associates, LLC | 27,144 | $1.94M | 0.38% | −179−0.7% | Reduced |
| LBMC Investment Advisors, LLC | 27,126 | $1.93M | 0.21% | +8,498+45.6% | Added |
| Millennium Management LLC | 26,951 | $1.92M | 0.00% | −68,028−71.6% | Reduced |
| Kavar Capital Partners Group, LLC | 26,955 | $1.92M | 0.45% | +54+0.2% | Added |
| Waters Parkerson & Co., LLC | 26,924 | $1.92M | 0.12% | 00.0% | Unchanged |
| Bank of Hawaii | 26,759 | $1.91M | 0.12% | −495−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 26,272 | $1.91M | 0.03% | +26,272 | New |
| IFP Advisors, Inc | 42,351 | $1.89M | 0.06% | −21,744−33.9% | Reduced |
| Trustco Bank Corp N Y | 26,478 | $1.89M | 2.04% | 00.0% | Unchanged |
| Stolper Co | 26,462 | $1.89M | 0.89% | +1,052+4.1% | Added |
| Diversified Portfolios, Inc. | 26,330 | $1.88M | 0.52% | −1,305−4.7% | Reduced |
| Brown Brothers Harriman & Co | 26,253 | $1.87M | 0.02% | +510+2.0% | Added |
| TFG Advisers LLC | 26,227 | $1.87M | 1.00% | +466+1.8% | Added |
| Western Wealth Management, LLC | 26,159 | $1.86M | 0.11% | −532−2.0% | Reduced |
| Adalta Capital Management LLC | 26,125 | $1.86M | 1.21% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 26,016 | $1.85M | 0.14% | −2,991−10.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 26,005 | $1.85M | 0.04% | −199−0.8% | Reduced |
| John G Ullman & Associates Inc | 25,800 | $1.84M | 0.30% | −200−0.8% | Reduced |
| Stock Yards Bank & Trust Co | 25,808 | $1.84M | 0.08% | +3,746+17.0% | Added |
| Hilltop Holdings Inc. | 25,796 | $1.84M | 0.24% | +1,499+6.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 25,691 | $1.83M | 0.47% | −135,675−84.1% | Reduced |
| Citizens National Bank Trust Department | 25,648 | $1.83M | 0.52% | +2,340+10.0% | Added |
| NTV Asset Management LLC | 25,560 | $1.82M | 0.36% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 25,256 | $1.80M | 0.42% | +116+0.5% | Added |
| Sowell Financial Services LLC | 25,244 | $1.80M | 0.17% | +12,032+91.1% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.78M | 0.22% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 24,932 | $1.78M | 0.84% | −400−1.6% | Reduced |
| FourThought Financial, LLC | 24,908 | $1.78M | 0.26% | +1,621+7.0% | Added |
| Chicago Trust Co NA | 24,870 | $1.77M | 0.45% | +12,993+109.4% | Added |
| O'Shaughnessy Asset Management, LLC | 24,794 | $1.77M | 0.03% | +6,198+33.3% | Added |
| Change Path, LLC | 24,795 | $1.77M | 0.10% | +14,430+139.2% | Added |
| Vestcor Inc | 24,674 | $1.76M | 0.07% | +7,910+47.2% | Added |
| Spreng Capital Management, Inc. | 24,711 | $1.76M | 1.31% | −50−0.2% | Reduced |
| Savant Capital, LLC | 24,614 | $1.75M | 0.05% | +306+1.3% | Added |
| Redpoint Investment Management Pty Ltd | 24,494 | $1.75M | 0.21% | 00.0% | Unchanged |
| Stonnington Group, LLC | 24,405 | $1.74M | 0.46% | +10,600+76.8% | Added |
| Harbour Investments, Inc. | 24,294 | $1.73M | 0.12% | +24,294 | New |
| Keene & Associates, Inc. | 24,128 | $1.72M | 1.61% | +215+0.9% | Added |
| Holderness Investments Co | 24,047 | $1.72M | 0.72% | −376−1.5% | Reduced |
| ZWJ Investment Counsel Inc | 24,004 | $1.71M | 0.10% | +1,895+8.6% | Added |
| Verdence Capital Advisors LLC | 23,926 | $1.71M | 0.22% | −2,831−10.6% | Reduced |
| United Community Bank | 23,605 | $1.68M | 1.81% | +785+3.4% | Added |
| CWS Financial Advisors, LLC | 23,573 | $1.68M | 0.77% | −750−3.1% | Reduced |
| Salem Investment Counselors Inc | 23,571 | $1.68M | 0.08% | +486+2.1% | Added |
| Adviser Investments LLC | 23,468 | $1.67M | 0.11% | +5,469+30.4% | Added |
| Farmers & Merchants Investments Inc | 23,365 | $1.67M | 0.07% | +2,875+14.0% | Added |
| Farmers National Bank | 23,292 | $1.66M | 0.63% | −241−1.0% | Reduced |
| Busey Wealth Management | 23,186 | $1.65M | 0.08% | −632−2.7% | Reduced |
| Prudential PLC | 23,147 | $1.65M | 0.03% | +3,709+19.1% | Added |
| Bard Financial Services, Inc. | 23,085 | $1.65M | 0.15% | −550−2.3% | Reduced |
| ARGI Investment Services, LLC | 23,003 | $1.64M | 0.05% | +603+2.7% | Added |
| Ascent Group, LLC | 21,325 | $1.64M | 0.20% | +4,877+29.7% | Added |
| Capital Square, LLC | 22,957 | $1.64M | 1.36% | +840+3.8% | Added |
| Constitution Capital LLC | 22,894 | $1.63M | 1.05% | +6,100+36.3% | Added |
| Regal Investment Advisors LLC | 22,819 | $1.63M | 0.17% | +1,698+8.0% | Added |
| Wealthspire Advisors, LLC | 22,775 | $1.62M | 0.03% | +3,640+19.0% | Added |
| Seeyond | 22,461 | $1.60M | 0.18% | −450−2.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 22,366 | $1.59M | 0.80% | +657+3.0% | Added |
| Laurel Wealth Advisors, Inc. | 22,333 | $1.59M | 0.16% | −63−0.3% | Reduced |
| B. Riley Wealth Management, Inc. | 22,329 | $1.59M | 0.15% | +12,008+116.3% | Added |
| CapWealth Advisors, LLC | 22,240 | $1.59M | 0.19% | +1,414+6.8% | Added |
| Veriti Management LLC | 22,207 | $1.58M | 0.22% | +1,581+7.7% | Added |
| Ethic Inc. | 22,160 | $1.58M | 0.11% | +9,207+71.1% | Added |
| Selective Wealth Management, Inc. | 22,079 | $1.57M | 0.56% | −198−0.9% | Reduced |
| Venture Visionary Partners LLC | 22,056 | $1.57M | 0.12% | +962+4.6% | Added |
| Smith, Moore & Co. | 22,018 | $1.57M | 0.24% | +543+2.5% | Added |
| Mutual Advisors, LLC | 21,902 | $1.56M | 0.10% | +3,764+20.8% | Added |
| Red Cedar Investment Management, LLC | 21,887 | $1.56M | 0.26% | +4,959+29.3% | Added |
| Texas Yale Capital Corp. | 21,853 | $1.56M | 0.10% | +950+4.5% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.55M | 0.08% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 21,683 | $1.55M | 0.15% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 21,619 | $1.54M | 0.24% | +12+0.1% | Added |
| Empirical Finance, LLC | 21,499 | $1.53M | 0.20% | +1,159+5.7% | Added |
| Wedbush Securities Inc | 21,443 | $1.53M | 0.08% | +753+3.6% | Added |
| Oak Harbor Wealth Partners, LLC | 21,417 | $1.53M | 0.61% | +16+0.1% | Added |
| SevenBridge Financial Group, LLC | 21,400 | $1.53M | 0.62% | +69+0.3% | Added |
| Assenagon Asset Management S.A. | 21,383 | $1.52M | 0.01% | +12,783+148.6% | Added |
| Old Port Advisors | 21,436 | $1.52M | 0.59% | +768+3.7% | Added |
| Burns J W & Co Inc | 21,162 | $1.51M | 0.29% | −585−2.7% | Reduced |