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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 21,053 | $1.50M | 0.13% | −1,015−4.6% | Reduced |
| SeaCrest Wealth Management, LLC | 20,985 | $1.50M | 0.19% | +1,502+7.7% | Added |
| Koshinski Asset Management, Inc. | 20,936 | $1.49M | 0.15% | +1,226+6.2% | Added |
| Grove Bank & Trust | 20,888 | $1.49M | 0.36% | +922+4.6% | Added |
| Wellington Shields & Co., LLC | 20,860 | $1.49M | 0.36% | +2,035+10.8% | Added |
| Gateway Investment Advisers LLC | 20,844 | $1.49M | 0.02% | +2,613+14.3% | Added |
| Community Bank of Raymore | 20,730 | $1.48M | 0.45% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 20,620 | $1.47M | 0.48% | +50+0.2% | Added |
| Strategic Blueprint, LLC | 20,564 | $1.47M | 0.19% | +1,612+8.5% | Added |
| MSH Capital Advisors LLC | 20,554 | $1.47M | 0.68% | +677+3.4% | Added |
| Sequoia Financial Advisors, LLC | 20,487 | $1.46M | 0.04% | +1,200+6.2% | Added |
| Barnett & Company, Inc. | 20,410 | $1.46M | 1.16% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 20,378 | $1.45M | 0.18% | −361−1.7% | Reduced |
| Private Trust Co NA | 20,255 | $1.44M | 0.22% | +1,398+7.4% | Added |
| Kestra Private Wealth Services, LLC | 20,122 | $1.44M | 0.08% | +1,110+5.8% | Added |
| Canal Insurance CO | 20,000 | $1.43M | 0.42% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 19,657 | $1.42M | 0.32% | +6,030+44.3% | Added |
| J.W. Cole Advisors, Inc. | 19,889 | $1.42M | 0.11% | +698+3.6% | Added |
| Brooks, Moore & Associates, Inc. | 19,846 | $1.42M | 1.02% | −11,417−36.5% | Reduced |
| Reuter James Wealth Management, LLC | 19,715 | $1.41M | 0.87% | −1,212−5.8% | Reduced |
| Cullinan Associates Inc | 19,620 | $1.40M | 0.09% | −6,200−24.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,121 | $1.39M | 0.35% | −1,908−9.5% | Reduced |
| NewEdge Wealth, LLC | 19,536 | $1.39M | 0.06% | +19,536 | New |
| Garner Asset Management Corp | 19,489 | $1.39M | 0.61% | +1,836+10.4% | Added |
| Strategic Wealth Advisors Group, LLC | 19,450 | $1.39M | 0.06% | +7,213+58.9% | Added |
| Centaurus Financial, Inc. | 19,434 | $1.39M | 0.14% | −3,204−14.2% | Reduced |
| Rollins Financial | 19,440 | $1.39M | 0.49% | +2,054+11.8% | Added |
| Colony Group LLC | 19,368 | $1.38M | 0.02% | +3,225+20.0% | Added |
| Creative Financial Designs Inc | 19,140 | $1.36M | 0.22% | +815+4.4% | Added |
| Patten & Patten Inc | 19,099 | $1.36M | 0.12% | +80.0% | Added |
| Apollon Wealth Management, LLC | 19,029 | $1.36M | 0.11% | +853+4.7% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.35M | 0.28% | 00.0% | Unchanged |
| Derbend Asset Management | 18,969 | $1.35M | 1.13% | −9,470−33.3% | Reduced |
| Chemung Canal Trust Co | 18,953 | $1.35M | 0.31% | −280−1.5% | Reduced |
| Wetherby Asset Management Inc | 18,945 | $1.35M | 0.09% | +1,182+6.7% | Added |
| BKD Wealth Advisors, LLC | 18,940 | $1.35M | 0.05% | +14,743+351.3% | Added |
| King Luther Capital Management Corp | 18,748 | $1.34M | 0.01% | +13,115+232.8% | Added |
| Kessler Investment Group, LLC | 18,694 | $1.33M | 1.17% | +1,116+6.3% | Added |
| Spire Wealth Management | 18,683 | $1.33M | 0.05% | −6,450−25.7% | Reduced |
| Earnest Partners LLC | 18,552 | $1.32M | 0.01% | −779−4.0% | Reduced |
| Ameritas Investment Partners, Inc. | 18,525 | $1.32M | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 18,500 | $1.32M | 0.07% | +18,500 | New |
| Banque Cantonale Vaudoise | 18,483 | $1.32M | 0.07% | −7,600−29.1% | Reduced |
| Squarepoint Ops LLC | 18,432 | $1.31M | 0.01% | −29,806−61.8% | Reduced |
| Patton Albertson Miller Group, LLC | 18,409 | $1.31M | 0.27% | −773−4.0% | Reduced |
| Integrated Advisors Network LLC | 18,332 | $1.31M | 0.09% | +2,400+15.1% | Added |
| Blueshift Asset Management, LLC | 18,308 | $1.31M | 0.22% | −23,840−56.6% | Reduced |
| Segall Bryant & Hamill, LLC | 18,305 | $1.31M | 0.01% | +143+0.8% | Added |
| Delta Asset Management LLC | 18,240 | $1.30M | 0.15% | −735−3.9% | Reduced |
| Ergoteles LLC | 18,227 | $1.30M | 0.04% | +18,227 | New |
| Mystic Asset Management, Inc. | 18,226 | $1.30M | 0.79% | −101−0.6% | Reduced |
| Altium Wealth Management LLC | 18,146 | $1.29M | 0.09% | +3,210+21.5% | Added |
| Epoch Investment Partners, Inc. | 18,092 | $1.29M | 0.01% | +902+5.2% | Added |
| Consolidated Planning Corp | 17,973 | $1.28M | 0.40% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17,970 | $1.28M | 0.10% | +906+5.3% | Added |
| Keudell/Morrison Wealth Management | 17,951 | $1.28M | 0.47% | −673−3.6% | Reduced |
| Park Avenue Securities LLC | 17,937 | $1.28M | 0.02% | +1,392+8.4% | Added |
| Ignite Planners, LLC | 17,896 | $1.28M | 1.05% | −1,733−8.8% | Reduced |
| Sandy Spring Bank | 17,850 | $1.27M | 0.08% | −293−1.6% | Reduced |
| American Portfolios Advisors | 17,693 | $1.26M | 0.05% | −43−0.2% | Reduced |
| Trust Co of Vermont | 17,676 | $1.26M | 0.10% | +34+0.2% | Added |
| Evercore Wealth Management, LLC | 17,583 | $1.25M | 0.03% | −500−2.8% | Reduced |
| KCM Investment Advisors LLC | 17,475 | $1.25M | 0.05% | +516+3.0% | Added |
| Bank Ozk | 17,419 | $1.24M | 0.63% | −920−5.0% | Reduced |
| Personal Cfo Solutions, LLC | 17,404 | $1.24M | 0.29% | −131−0.7% | Reduced |
| Red Door Wealth Management, LLC | 17,378 | $1.24M | 0.46% | −422−2.4% | Reduced |
| Meridian Wealth Management, LLC | 17,314 | $1.24M | 0.10% | +2,232+14.8% | Added |
| Corient Capital Partners, LLC | 17,253 | $1.23M | 0.09% | +3,130+22.2% | Added |
| Philadelphia Trust Co | 17,185 | $1.23M | 0.13% | +2,135+14.2% | Added |
| Abbrea Capital, LLC | 17,167 | $1.22M | 0.20% | −100−0.6% | Reduced |
| Sculati Wealth Management, LLC | 17,160 | $1.22M | 0.70% | +3,655+27.1% | Added |
| Griffin Asset Management, Inc. | 17,147 | $1.22M | 0.20% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 17,158 | $1.22M | 0.02% | +518+3.1% | Added |
| Allworth Financial LP | 17,150 | $1.22M | 0.02% | +2,492+17.0% | Added |
| Cresset Asset Management, LLC | 17,228 | $1.22M | 0.02% | −2,299−11.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,127 | $1.22M | 0.05% | +259+1.5% | Added |
| Meeder Asset Management Inc | 17,105 | $1.22M | 0.07% | +3,633+27.0% | Added |
| WT Wealth Management | 17,063 | $1.22M | 0.60% | +17,063 | New |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.21M | 0.20% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 16,982 | $1.21M | 0.17% | −361−2.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,966 | $1.21M | 0.54% | −420−2.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,917 | $1.21M | 0.27% | −2,020−10.7% | Reduced |
| Baader Bank INC | 16,900 | $1.21M | 0.12% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 16,849 | $1.20M | 0.30% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 16,827 | $1.20M | 0.20% | −50−0.3% | Reduced |
| Toews Corp | 16,800 | $1.20M | 0.80% | +11,200+200.0% | Added |
| Benedict Financial Advisors Inc | 16,757 | $1.20M | 0.35% | −190−1.1% | Reduced |
| StrategIQ Financial Group, LLC | 16,663 | $1.19M | 0.14% | +65+0.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,669 | $1.19M | 0.36% | +200+1.2% | Added |
| Asset Advisors Investment Management, LLC | 16,593 | $1.18M | 0.16% | −200−1.2% | Reduced |
| TrueWealth Advisors, LLC | 16,487 | $1.18M | 0.55% | +3,968+31.7% | Added |
| McMillion Capital Management Inc | 16,465 | $1.17M | 0.98% | −1,175−6.7% | Reduced |
| Stokes Family Office, LLC | 16,461 | $1.17M | 0.16% | +248+1.5% | Added |
| Mayfair Advisory Group, LLC | 15,266 | $1.17M | 1.55% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16,342 | $1.17M | 0.30% | −155−0.9% | Reduced |
| Guardian Wealth Advisors, LLC | 16,325 | $1.16M | 0.21% | +7,295+80.8% | Added |
| West Bancorporation Inc | 16,269 | $1.16M | 0.82% | 00.0% | Unchanged |
| Bessemer Group Inc | 16,220 | $1.16M | 0.00% | +1,537+10.5% | Added |
| Ipswich Investment Management Co., Inc. | 16,175 | $1.15M | 0.33% | −1,564−8.8% | Reduced |
| ICW Investment Advisors LLC | 16,031 | $1.14M | 0.73% | +50+0.3% | Added |