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 |
|---|---|---|---|---|---|
| Wealth Alliance | 15,906 | $1.14M | 0.22% | −1,691−9.6% | Reduced |
| Greenleaf Trust | 15,885 | $1.13M | 0.02% | +5,145+47.9% | Added |
| Retirement Planning Co of New England, Inc. | 15,874 | $1.13M | 0.77% | −78−0.5% | Reduced |
| Metis Global Partners, LLC | 15,870 | $1.13M | 0.18% | −874−5.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 15,854 | $1.13M | 0.68% | 00.0% | Unchanged |
| Scotia Capital Inc. | 15,772 | $1.13M | 0.01% | +8,836+127.4% | Added |
| Madden Securities Corp | 15,661 | $1.12M | 0.61% | −235−1.5% | Reduced |
| RS Crum Inc. | 15,611 | $1.11M | 0.57% | −156−1.0% | Reduced |
| Pacitti Group Inc. | 15,596 | $1.11M | 0.85% | +1,230+8.6% | Added |
| Element Capital Management LLC | 15,587 | $1.11M | 0.56% | +5,196+50.0% | Added |
| Islay Capital Management, LLC | 15,505 | $1.11M | 1.15% | −1,585−9.3% | Reduced |
| We Are One Seven, LLC | 15,470 | $1.10M | 0.15% | +2,188+16.5% | Added |
| ICA Group Wealth Management, LLC | 13,766 | $1.10M | 0.21% | +1,202+9.6% | Added |
| Sheets Smith Wealth Management | 15,435 | $1.10M | 0.18% | −3,270−17.5% | Reduced |
| NorthRock Partners, LLC | 15,419 | $1.10M | 0.11% | −1,397−8.3% | Reduced |
| Bristlecone Advisors, LLC | 15,403 | $1.10M | 0.14% | +793+5.4% | Added |
| Gleason Group, Inc. | 15,319 | $1.09M | 0.38% | +137+0.9% | Added |
| Adirondack Trust Co | 15,249 | $1.09M | 0.58% | +648+4.4% | Added |
| Advisor OS, LLC | 15,233 | $1.09M | 0.32% | +4,350+40.0% | Added |
| Checchi Capital Advisers, LLC | 14,045 | $1.08M | 0.11% | +2,620+22.9% | Added |
| Powers Advisory Group, LLC | 15,097 | $1.08M | 0.83% | −377−2.4% | Reduced |
| HighTower Trust Services, LTA | 14,856 | $1.06M | 0.18% | +2,071+16.2% | Added |
| Guardian Investment Management | 14,910 | $1.06M | 0.93% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,862 | $1.06M | 0.09% | +1,574+11.8% | Added |
| Rowland & Co Investment Counsel | 14,648 | $1.04M | 0.27% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14,646 | $1.04M | 0.10% | +428+3.0% | Added |
| ProVise Management Group, LLC | 14,601 | $1.04M | 0.11% | −77−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 14,601 | $1.04M | 0.11% | +199+1.4% | Added |
| Gotham Asset Management, LLC | 14,584 | $1.04M | 0.03% | −22,687−60.9% | Reduced |
| Belpointe Asset Management LLC | 14,584 | $1.04M | 0.07% | −9,564−39.6% | Reduced |
| FinTrust Capital Advisors, LLC | 14,433 | $1.04M | 0.26% | +500+3.6% | Added |
| V Wealth Advisors LLC | 14,549 | $1.04M | 0.20% | +1,246+9.4% | Added |
| SignalPoint Asset Management, LLC | 14,533 | $1.04M | 0.38% | +144+1.0% | Added |
| Laidlaw Wealth Management LLC | 14,516 | $1.03M | 0.21% | +8,921+159.4% | Added |
| TrinityPoint Wealth, LLC | 14,497 | $1.03M | 0.23% | +802+5.9% | Added |
| Citizens Financial Group Inc | 14,435 | $1.03M | 0.04% | −158−1.1% | Reduced |
| Welch & Forbes LLC | 14,332 | $1.02M | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,265 | $1.02M | 0.09% | +226+1.6% | Added |
| Legacy Wealth Asset Management, LLC | 14,245 | $1.02M | 0.41% | −50.0% | Reduced |
| Ti-Trust, Inc | 14,210 | $1.01M | 1.04% | +600+4.4% | Added |
| Chatham Capital Group, Inc. | 14,194 | $1.01M | 0.23% | 00.0% | Unchanged |
| Woodstock Corp | 14,178 | $1.01M | 0.14% | −114−0.8% | Reduced |
| Congress Asset Management Co | 14,140 | $1.01M | 0.01% | +4,755+50.7% | Added |
| Jaffetilchin Investment Partners, LLC | 14,083 | $1.00M | 0.12% | +77+0.5% | Added |
| Confluence Wealth Services, Inc. | 12,837 | $1.00M | 0.44% | +683+5.6% | Added |
| Mitchell Sinkler & Starr | 13,995 | $998.0K | 0.37% | +230+1.7% | Added |
| White Lighthouse Investment Management Inc. | 13,974 | $996.0K | 0.28% | −8−0.1% | Reduced |
| Columbia Asset Management | 13,950 | $995.0K | 0.26% | +13,950 | New |
| Am Investment Strategies LLC | 13,850 | $988.0K | 0.35% | +47+0.3% | Added |
| Coastal Investment Advisors, Inc. | 13,472 | $985.0K | 0.24% | −1,665−11.0% | Reduced |
| Mather Group, LLC. | 13,809 | $985.0K | 0.02% | +804+6.2% | Added |
| Cooper Financial Group | 13,808 | $985.0K | 0.36% | +1,263+10.1% | Added |
| Columbus Macro, LLC | 13,793 | $984.0K | 0.37% | −477−3.3% | Reduced |
| Twin Capital Management Inc | 13,777 | $982.0K | 0.13% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 13,760 | $981.0K | 0.55% | +37+0.3% | Added |
| United Bank | 13,750 | $980.0K | 0.15% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,689 | $976.0K | 0.20% | −4,944−26.5% | Reduced |
| Integrated Wealth Concepts LLC | 13,658 | $974.0K | 0.03% | −1,578−10.4% | Reduced |
| Berkeley Capital Partners, LLC | 13,617 | $971.0K | 0.40% | +1,306+10.6% | Added |
| First United Bank Trust | 13,533 | $965.0K | 0.44% | −2,149−13.7% | Reduced |
| HM Capital Management, LLC | 13,520 | $964.0K | 0.54% | +4,665+52.7% | Added |
| L.M. Kohn & Company | 13,500 | $963.0K | 0.45% | +1,965+17.0% | Added |
| Resources Investment Advisors, LLC. | 13,461 | $960.0K | 0.04% | +304+2.3% | Added |
| Marco Investment Management LLC | 13,420 | $957.0K | 0.11% | +3,500+35.3% | Added |
| Court Place Advisors, LLC | 13,334 | $951.0K | 0.36% | +232+1.8% | Added |
| Sawtooth Solutions, LLC | 13,325 | $950.0K | 0.12% | +2,362+21.5% | Added |
| LaFleur & Godfrey LLC | 13,231 | $944.0K | 0.15% | −743−5.3% | Reduced |
| Lazard Asset Management LLC | 13,210 | $941.0K | 0.00% | −4,266−24.4% | Reduced |
| Atlantic Union Bankshares Corp | 13,158 | $938.0K | 0.10% | +982+8.1% | Added |
| Bivin & Associates, Inc. | 13,118 | $935.0K | 1.00% | −3,253−19.9% | Reduced |
| Burney Co | 13,115 | $935.0K | 0.05% | −87−0.7% | Reduced |
| Qtron Investments LLC | 13,085 | $933.0K | 0.21% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 13,015 | $928.0K | 0.84% | −163−1.2% | Reduced |
| BT Wealth Management LLC | 13,016 | $928.0K | 0.26% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 12,982 | $925.0K | 0.33% | −420−3.1% | Reduced |
| Shell Asset Management Co | 12,943 | $923.0K | 0.03% | −289−2.2% | Reduced |
| Stableford Capital II LLC | 11,799 | $912.0K | 0.42% | −859−6.8% | Reduced |
| Resources Management Corp | 12,745 | $909.0K | 0.15% | −225−1.7% | Reduced |
| Toroso Investments, LLC | 12,663 | $903.0K | 0.03% | +10.0% | Added |
| International Assets Investment Management, LLC | 12,645 | $902.0K | 0.18% | −185−1.4% | Reduced |
| Widmann Financial Services, Inc. | 12,637 | $901.0K | 0.93% | +60+0.5% | Added |
| HM Payson & Co | 12,590 | $898.0K | 0.02% | −140−1.1% | Reduced |
| DMG Group, LLC | 12,386 | $896.0K | 1.06% | +803+6.9% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $893.0K | 1.10% | −200−1.6% | Reduced |
| Trustcore Financial Services, LLC | 12,501 | $891.0K | 0.08% | +30.0% | Added |
| McKinley Carter Wealth Services, Inc. | 12,429 | $886.0K | 0.08% | −160−1.3% | Reduced |
| Marino, Stram & Associates LLC | 12,370 | $882.0K | 0.31% | +20.0% | Added |
| Americana Partners, LLC | 12,916 | $879.0K | 0.16% | +7,156+124.2% | Added |
| Invst, LLC | 11,209 | $878.0K | 0.14% | +3,418+43.9% | Added |
| EP Wealth Advisors, LLC | 12,280 | $876.0K | 0.02% | −2,599−17.5% | Reduced |
| PSI Advisors, LLC | 12,265 | $875.0K | 0.43% | −920−7.0% | Reduced |
| Palumbo Wealth Management LLC | 12,271 | $875.0K | 0.69% | +682+5.9% | Added |
| Bahl & Gaynor Inc | 12,238 | $873.0K | 0.01% | −209−1.7% | Reduced |
| Intrust Bank NA | 12,201 | $870.0K | 0.13% | −573−4.5% | Reduced |
| Excalibur Management Corp | 12,191 | $869.0K | 0.45% | −5,723−31.9% | Reduced |
| Park National Corp | 12,126 | $865.0K | 0.04% | −202−1.6% | Reduced |
| RDA Financial Network | 12,054 | $860.0K | 0.43% | −656−5.2% | Reduced |
| Plimoth Trust Co LLC | 12,012 | $857.0K | 0.27% | −620−4.9% | Reduced |
| Country Club Bank | 12,135 | $857.0K | 0.08% | −88−0.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $856.0K | 0.69% | +265+2.3% | Added |