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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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q3 2022 vs. Q2 2022

How the institutions holding Southern Co changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of SO: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,683311,661+9
Shares661.2M2.24M676.9M+18.0M (+2.7%)
Value$47.2B$160.2M$46.0B−$953.1M (−2.0%)

31 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held Southern Co at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to SO in Q3 2022
InstitutionSharesValue% of portfolio
Jennison Associates LLC957,530$65.1M0.06%
HRT Financial LP462,077$31.4M0.34%
Qube Research & Technologies Ltd420,560$28.6M0.18%
Lord, Abbett & Co. LLC323,000$22.0M0.08%
Acadian Asset Management LLC246,204$16.7M0.09%
Worldquant Millennium Advisors LLC126,569$8.61M0.21%
Czech National Bank123,536$8.40M0.24%
Teachers Retirement System of the State of Kentucky101,084$6.87M0.08%
Jump Financial, LLC100,331$6.82M0.27%
Zimmer Partners, LP100,100$6.81M0.15%
Barometer Capital Management Inc.93,450$6.35M2.62%
ExodusPoint Capital Management, LP76,205$5.18M0.07%
Aquatic Capital Management LLC64,500$4.39M0.43%
Walleye Capital LLC63,873$4.34M0.10%
Capital Fund Management S.A.52,446$3.57M0.09%
Versor Investments LP47,000$3.20M0.19%
Patrick Mauro Investment Advisor, INC.45,620$3.10M2.24%
Advisor Partners II, LLC43,216$2.94M0.22%
Wealth Enhancement Advisory Services, LLC43,752$2.81M0.04%
UBS Oconnor LLC41,059$2.79M0.03%
Meritage Portfolio Management32,363$2.20M0.18%
Rational Advisors LLC25,223$1.72M0.14%
Pier 88 Investment Partners LLC25,223$1.72M0.41%
Teza Capital Management LLC23,912$1.63M0.34%
Elevated Capital Advisors, LLC21,354$1.45M0.57%
Romano Brothers and Company21,074$1.43M0.23%
Occudo Quantitative Strategies LP19,597$1.33M0.10%
Asset Dedication, LLC18,545$1.26M0.14%
Walleye Trading LLC18,520$1.26M0.04%
Hudson Valley Investment Advisors Inc18,370$1.25M0.20%
Simplex Trading, LLC17,253$1.17M0.05%
Claraphi Advisory Network, LLC16,608$1.13M0.61%
Arrowstreet Capital, Limited Partnership16,090$1.09M0.00%
Highline Wealth Partners LLC15,061$1.02M0.83%
Parallax Volatility Advisers, L.P.13,776$937.0K0.02%
Bedell Frazier Investment Counseling, LLC12,639$859.0K0.24%
Redhawk Wealth Advisors, Inc.12,243$832.0K0.35%
Delphia (USA) Inc.12,207$830.0K0.95%
Corton Capital Inc.11,983$815.0K1.00%
Sante Capital Fund, LP10,843$737.0K1.51%
Trinity Financial Advisors LLC10,793$734.0K0.53%
Balboa Wealth Partners10,200$694.0K0.31%
Prelude Capital Management, LLC9,975$678.0K0.03%
Maven Securities LTD9,794$666.0K0.03%
Verity Asset Management, Inc.9,348$635.7K0.66%
Wipfli Financial Advisors LLC,8,837$601.0K0.04%
Investment Partners, Ltd.8,474$576.0K0.17%
Fox Run Management, L.L.C.8,340$567.0K0.22%
Enlightenment Research, LLC7,100$483.0K1.07%
Capula Management Ltd6,640$452.0K0.06%
Kingfisher Capital LLC6,016$409.0K0.11%
Ballew Advisors, Inc6,283$402.0K0.36%
Appleton Partners Inc5,687$387.0K0.04%
XML Financial, LLC5,665$385.0K0.05%
Auxano Advisors, LLC5,200$354.0K0.16%
DRW Securities, L.L.C.5,095$346.0K0.11%
Hall Capital Management Co Inc4,926$335.0K0.22%
Wealthstar Advisors, LLC4,913$335.0K0.16%
RB Capital Management, LLC4,626$315.0K0.12%
Gsa Capital Partners LLP4,316$293.0K0.04%
Evergreen Capital Management LLC4,264$290.0K0.02%
Oak Family Advisors, LLC4,213$286.0K0.19%
Financial Architects, Inc3,946$268.0K0.05%
Relative Value Partners Group, LLC3,910$266.0K0.02%
QVR LLC3,878$264.0K0.24%
Centiva Capital, LP3,586$244.0K0.02%
Ballentine Partners, LLC3,467$236.0K0.01%
Ironsides Asset Advisors, LLC3,470$236.0K0.11%
Apexium Financial, LP3,463$235.0K0.03%
Mission Wealth Management, LP3,352$228.0K0.01%
Eagle Rock Investment Company, LLC3,321$226.0K0.06%
WealthPlan Investment Management, LLC3,253$223.0K0.02%
First Business Financial Services, Inc.19,283$222.0K0.03%
First Interstate Bank3,252$221.0K0.02%
Campbell Wealth Management3,255$221.0K0.03%
Virtue Capital Management, LLC3,107$211.0K0.03%
KC Investment Advisors, LLC2,994$204.0K0.18%
Buck Wealth Strategies, LLC3,109$201.2K0.09%
Inverness Counsel LLC2,950$201.0K0.01%
Colonial Trust Co2,378$162.0K0.05%
Harel Insurance Investments & Financial Services Ltd.2,223$154.0K0.00%
Householder Group Estate & Retirement Specialist, LLC1,097$74.0K0.03%
Cowa, LLC1,065$72.0K0.05%
SRS Capital Advisors, Inc.972$66.0K0.01%
Axiom Investment Management LLC700$48.0K0.10%
First Personal Financial Services602$41.0K0.01%
Goodwin Investment Advisory307$21.0K0.02%
TD Capital Management LLC246$17.0K0.00%
Orion Capital Management LLC250$17.0K0.01%
Global Financial Private Client, LLC233$16.2K0.01%
Virtus Investment Advisers, Inc.188$13.0K0.01%
Harvest Fund Management Co., Ltd174$12.0K0.00%
Barrett & Company, Inc.66$4.71K0.00%
Absolute Capital Management, LLC65$4.51K0.01%
USA Financial Portformulas Corp21$1.00K0.00%
Ten Capital Wealth Advisors, LLC22$1.00K0.00%
Delos Wealth Advisors, LLC18$1.00K0.00%
SJS Investment Consulting Inc.11$1.00K0.00%

Sold out (89)

Institutions that held Southern Co at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of SO in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Zurich Insurance Group Ltd353,766$25.2M
Cbre Clarion Securities LLC187,000$13.3M
Willis Investment Counsel115,566$8.24M
Weiss Asset Management LP92,632$6.61M
Maryland State Retirement & Pension System81,876$5.84M
Shilanski & Associates, Inc.57,861$4.13M
United Asset Strategies, Inc.45,488$3.24M
Viking Fund Management LLC33,000$2.35M
Duality Advisers, LP31,907$2.27M
NewEdge Wealth, LLC19,536$1.39M
EP Wealth Advisors, LLC12,280$876.0K
Bayesian Capital Management, LP10,527$751.0K
Warberg Asset Management LLC10,000$713.0K
Infrastructure Capital Advisors, LLC9,784$697.0K
Dynamic Technology Lab Private Ltd9,323$665.0K
Eagle Strategies LLC9,269$661.0K
Advisor Resource Council8,986$641.0K
Frontier Asset Management, LLC7,505$535.0K
XTX Topco Ltd6,772$483.0K
Wolverine Trading, LLC6,453$456.0K
Kalos Management, Inc.5,738$419.0K
Doliver Advisors, LP5,503$392.0K
Graybill Bartz & Assoc Ltd4,900$349.0K
Vident Investment Advisory, LLC4,873$347.0K
American Trust4,595$328.0K
Angeles Investment Advisors, LLC4,590$327.0K
Black Diamond Financial, LLC4,511$322.0K
Moneta Group Investment Advisors LLC4,431$316.0K
Hartline Investment Corp5,126$315.0K
Financial Engines Advisors L.L.C.4,421$315.0K
BCS Wealth Management4,407$314.0K
Summit X, LLC4,200$300.0K
Abacus Planning Group, Inc.4,141$295.0K
Congress Wealth Management LLC3,904$278.0K
Aprio Wealth Management, LLC3,701$264.0K
Premier Asset Management LLC3,363$259.0K
Ironwood Investment Counsel, LLC3,437$245.0K
KG&L Capital Management,LLC3,267$233.0K
Lloyd Advisory Services, LLC.3,231$230.0K
Stanley-Laman Group, Ltd.3,172$226.0K
Flputnam Investment Management Co3,136$224.0K
Monument Capital Management3,109$222.0K
Brendel Financial Advisors LLC3,100$221.0K
Abner Herrman & Brock LLC3,067$219.0K
Hightower 6M Holding, LLC3,068$219.0K
Signature Wealth Management Partners, LLC3,040$217.0K
SBB Research Group LLC3,049$217.0K
Skandinaviska Enskilda Banken AB (publ)2,998$214.0K
Zevin Asset Management LLC2,983$213.0K
Iowa State Bank2,965$211.0K
Harvey Investment Co LLC2,926$209.0K
Chickasaw Capital Management LLC2,932$209.0K
Paradigm Financial Partners, LLC2,927$209.0K
Barnes Pettey Financial Advisors, LLC2,931$209.0K
Univest Financial Corp2,926$208.0K
Wilkins Investment Counsel Inc2,900$207.0K
Aveo Capital Partners, LLC2,901$207.0K
Physicians Financial Services, Inc.2,889$206.0K
Gyon Technologies Capital Management, LP2,894$206.0K
Nova R Wealth, Inc.2,869$205.0K
Trust Investment Advisors2,854$204.0K
First Citizens Financial Corp2,857$204.0K
Forum Private Client Group LLC2,867$204.0K
First National Bank of Mount Dora, Trust Investment Services2,809$201.0K
Pensionmark Financial Group, LLC2,597$201.0K
WealthShield Partners, LLC2,824$201.0K
Calton & Associates, Inc.2,810$200.0K
LMCG Investments, LLC2,800$200.0K
Migdal Insurance & Financial Holdings Ltd.1,960$140.0K
Charter Oak Capital Management, LLC1,923$137.0K
Heritage Financial Services, LLC1,441$102.0K
Total Clarity Wealth Management, Inc.1,220$87.0K
Paloma Partners Management Co1,200$86.0K
Sterling Investment Advisors, Ltd.900$64.0K
Elequin Capital LP858$61.0K
Rockbridge Investment Management, LCC775$55.3K
Cascade Investment Advisors, Inc.600$42.8K
State of Wyoming424$30.0K
Chilton Capital Management LLC352$25.0K
Investment Research & Advisory Group, Inc.331$24.0K
Win Advisors, Inc184$13.0K
GW&K Investment Management, LLC168$12.0K
Curi Capital163$12.0K
Tfo-TDC, LLC135$10.0K
Blue Bell Private Wealth Management, LLC75$5.00K
Steward Financial Group LLC58$4.00K
Certified Advisory Corp42$3.00K
J.Safra Asset Management Corp93$1.00K
Karlinski Andrew C3$0

Not filed for Q3 2022 yet (31)

Institutions that held Southern Co at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.