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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 11,962 | $853.0K | 0.01% | −1,167−8.9% | Reduced |
| Shepherd Financial Partners LLC | 11,946 | $852.0K | 0.17% | −4,410−27.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,945 | $852.0K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 11,836 | $844.0K | 0.01% | −4,782−28.8% | Reduced |
| Symphony Financial, Ltd. Co. | 11,945 | $844.0K | 0.25% | +345+3.0% | Added |
| Claro Advisors LLC | 11,755 | $838.0K | 0.33% | +2,253+23.7% | Added |
| EverSource Wealth Advisors, LLC | 11,706 | $835.0K | 0.22% | +434+3.9% | Added |
| Juncture Wealth Strategies, LLC | 11,663 | $832.0K | 0.41% | +252+2.2% | Added |
| GoalVest Advisory LLC | 11,712 | $829.0K | 0.53% | +2,263+23.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,582 | $826.0K | 0.60% | +11,055+2,097.7% | Added |
| Wulff, Hansen & Co. | 7,363 | $825.0K | 0.93% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 11,545 | $823.0K | 0.65% | +40.0% | Added |
| Global Retirement Partners, LLC | 11,523 | $822.0K | 0.07% | +458+4.1% | Added |
| Centre Asset Management, LLC | 11,452 | $817.0K | 0.22% | −118−1.0% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $817.0K | 0.44% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 11,436 | $815.5K | 0.53% | +50.0% | Added |
| H. L. Ormond & Company, LLC | 11,400 | $813.0K | 1.32% | −348−3.0% | Reduced |
| HAP Trading, LLC | 11,382 | $812.0K | 0.10% | +11,382 | New |
| Comerica Securities,inc. | 11,331 | $808.0K | 0.06% | +208+1.9% | Added |
| Ritholtz Wealth Management | 11,286 | $805.0K | 0.05% | +2,434+27.5% | Added |
| Detalus Advisors, LLC | 11,247 | $802.0K | 0.47% | −6,313−36.0% | Reduced |
| Summit Financial Group Inc | 11,218 | $800.0K | 0.31% | 00.0% | Unchanged |
| Farmers Trust Co | 11,217 | $800.0K | 0.19% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 11,166 | $796.0K | 0.03% | −952−7.9% | Reduced |
| Nwam LLC | 11,210 | $794.0K | 0.07% | +688+6.5% | Added |
| Bartlett & Co. Wealth Management LLC | 11,041 | $787.3K | 0.02% | +18+0.2% | Added |
| Bartlett & Co. LLC | 11,041 | $787.0K | 0.02% | +18+0.2% | Added |
| Jupiter Asset Management Ltd | 11,030 | $787.0K | 0.01% | +11,030 | New |
| High Net Worth Advisory Group LLC | 11,024 | $786.0K | 0.33% | −100−0.9% | Reduced |
| Rafferty Asset Management, LLC | 10,975 | $783.0K | 0.01% | −2,173−16.5% | Reduced |
| Henshaw Capital LLC | 10,940 | $780.1K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 10,944 | $780.0K | 0.03% | −164−1.5% | Reduced |
| Foundations Investment Advisors, LLC | 10,847 | $775.0K | 0.03% | +6,113+129.1% | Added |
| Atlas Brown,Inc. | 10,856 | $774.0K | 0.37% | +47+0.4% | Added |
| First National Corp | 10,848 | $774.0K | 0.20% | +198+1.9% | Added |
| FDx Advisors, Inc. | 10,826 | $772.0K | 0.03% | −902−7.7% | Reduced |
| Clarius Group, LLC | 10,821 | $772.0K | 0.08% | +209+2.0% | Added |
| AlphaCrest Capital Management LLC | 10,822 | $772.0K | 0.04% | +1,575+17.0% | Added |
| Connectus Wealth, LLC | 10,826 | $772.0K | 0.02% | +7,716+248.1% | Added |
| Great Valley Advisor Group, Inc. | 10,779 | $769.0K | 0.04% | +1,751+19.4% | Added |
| Valmark Advisers, Inc. | 10,773 | $768.0K | 0.01% | −46−0.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,741 | $766.0K | 0.22% | +51+0.5% | Added |
| Fund Management at Engine No. 1 LLC | 10,730 | $765.0K | 0.20% | +1,758+19.6% | Added |
| Chesley Taft & Associates LLC | 10,688 | $762.0K | 0.05% | +36+0.3% | Added |
| Alpha Cubed Investments, LLC | 10,677 | $761.0K | 0.06% | +1,484+16.1% | Added |
| First Dallas Securities Inc. | 10,575 | $754.0K | 0.51% | +10.0% | Added |
| Allred Capital Management, LLC | 10,562 | $753.0K | 0.47% | −843−7.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 10,555 | $753.0K | 0.25% | +314+3.1% | Added |
| Bayesian Capital Management, LP | 10,527 | $751.0K | 0.14% | −26,473−71.5% | Reduced |
| BancorpSouth Bank | 10,505 | $749.0K | 0.11% | −1,573−13.0% | Reduced |
| Firethorn Wealth Partners, LLC | 9,763 | $749.0K | 0.61% | +1,459+17.6% | Added |
| Financial Advocates Investment Management | 10,480 | $748.0K | 0.06% | +1,259+13.7% | Added |
| Cornercap Investment Counsel Inc | 10,453 | $745.0K | 0.13% | −5,398−34.1% | Reduced |
| Trexquant Investment LP | 10,420 | $743.0K | 0.03% | −22,452−68.3% | Reduced |
| Successful Portfolios LLC | 10,419 | $743.0K | 0.50% | −50.0% | Reduced |
| Monetary Management Group Inc | 10,376 | $740.0K | 0.23% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 10,350 | $738.0K | 0.28% | −2,500−19.5% | Reduced |
| Perigon Wealth Management, LLC | 10,354 | $738.0K | 0.06% | +2,026+24.3% | Added |
| Cornerstone Management, Inc. | 10,331 | $736.7K | 0.19% | +20.0% | Added |
| Fiduciary Trust Co | 10,293 | $734.0K | 0.02% | −500−4.6% | Reduced |
| Beaumont Financial Partners, LLC | 10,272 | $733.0K | 0.07% | +200+2.0% | Added |
| Roberts Glore & Co Inc | 10,164 | $725.0K | 0.24% | −25−0.2% | Reduced |
| Accurate Wealth Management, LLC | 10,154 | $725.0K | 0.39% | +7+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,158 | $724.0K | 0.11% | +10.0% | Added |
| Arrow Financial Corp | 10,140 | $723.0K | 0.10% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 10,121 | $722.0K | 0.03% | +2,645+35.4% | Added |
| Sunbelt Securities, Inc. | 10,100 | $720.0K | 0.15% | +7+0.1% | Added |
| Gilbert & Cook, Inc. | 10,043 | $716.0K | 0.13% | +392+4.1% | Added |
| Warberg Asset Management LLC | 10,000 | $713.0K | 0.24% | +10,000 | New |
| Peak Planning Group, LLC | 9,978 | $711.5K | 0.60% | +9,978 | New |
| Franklin Street Advisors Inc | 9,966 | $711.0K | 0.07% | −67−0.7% | Reduced |
| Coldstream Capital Management Inc | 9,972 | $711.0K | 0.03% | +1,377+16.0% | Added |
| Silver Oak Securities, Inc | 9,793 | $710.0K | 0.16% | −304−3.0% | Reduced |
| MAI Capital Management | 9,939 | $709.0K | 0.01% | +2,583+35.1% | Added |
| Burke & Herbert Bank & Trust Co | 9,892 | $705.0K | 0.53% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 9,855 | $703.0K | 0.05% | −6−0.1% | Reduced |
| Archford Capital Strategies, LLC | 9,857 | $703.0K | 0.18% | +246+2.6% | Added |
| Exchange Traded Concepts, LLC | 9,843 | $702.0K | 0.02% | +1,048+11.9% | Added |
| EPG Wealth Management LLC | 9,817 | $700.0K | 0.30% | −70−0.7% | Reduced |
| St. Johns Investment Management Company, LLC | 9,800 | $699.0K | 0.44% | −349−3.4% | Reduced |
| Sunburst Financial Group, LLC | 9,796 | $699.0K | 0.34% | −85−0.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,784 | $697.0K | 0.14% | +9,784 | New |
| Simplicity Wealth,LLC | 9,634 | $687.0K | 1.00% | 00.0% | Unchanged |
| ACG Wealth | 9,575 | $683.0K | 0.14% | +3,441+56.1% | Added |
| Ancora Advisors, LLC | 9,567 | $682.0K | 0.02% | +360+3.9% | Added |
| Red Wave Investments LLC | 9,521 | $679.0K | 0.28% | −695−6.8% | Reduced |
| Valeo Financial Advisors, LLC | 9,495 | $677.0K | 0.04% | −182−1.9% | Reduced |
| Insight Inv LLC | 9,490 | $677.0K | 0.68% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9,493 | $677.0K | 0.44% | +3,986+72.4% | Added |
| Benin Management CORP | 9,462 | $675.0K | 0.26% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 9,441 | $673.0K | 0.04% | +381+4.2% | Added |
| Center For Asset Management LLC | 9,370 | $668.0K | 0.62% | +6,535+230.5% | Added |
| Conning Inc. | 9,320 | $665.0K | 0.02% | −74−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,323 | $665.0K | 0.08% | +9,323 | New |
| NovaPoint Capital, LLC | 9,308 | $664.0K | 0.29% | +4,220+82.9% | Added |
| Grimes & Company, Inc. | 9,284 | $662.0K | 0.03% | +261+2.9% | Added |
| Home Federal Bank of Tennessee | 9,275 | $662.0K | 0.26% | +350+3.9% | Added |
| Eagle Strategies LLC | 9,269 | $661.0K | 0.24% | −37−0.4% | Reduced |
| Wrapmanager Inc | 9,247 | $659.0K | 0.21% | −893−8.8% | Reduced |
| Jane Street Group, LLC | 9,225 | $658.0K | 0.00% | −126,764−93.2% | Reduced |