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.
13F holders, Q3 2022
Institutional positions in Southern Co as of Sep 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
- 1,661
- +9 vs. Q2 2022
- Shares held
- 676.9M
- +18.0M (+2.7%) vs. Q2 2022
- Total value
- $46.0B
- −$953.1M (−2.0%) vs. Q2 2022
- New holders
- 98
- 716 more added
- Sold out
- 89
- 564 more reduced
31 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 14,193 | $965.0K | 0.24% | −10.0% | Reduced |
| Ti-Trust, Inc | 14,210 | $966.0K | 1.04% | 00.0% | Unchanged |
| Woodstock Corp | 14,263 | $970.0K | 0.14% | +85+0.6% | Added |
| Am Investment Strategies LLC | 14,296 | $972.0K | 0.36% | +446+3.2% | Added |
| ProVise Management Group, LLC | 14,319 | $974.0K | 0.11% | −282−1.9% | Reduced |
| Citizens Financial Group Inc | 14,359 | $976.0K | 0.04% | −76−0.5% | Reduced |
| Blueshift Asset Management, LLC | 14,393 | $979.0K | 0.21% | −3,915−21.4% | Reduced |
| SignalPoint Asset Management, LLC | 14,490 | $985.0K | 0.38% | −43−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 14,672 | $998.0K | 0.04% | +1,211+9.0% | Added |
| Focus Financial Network, Inc. | 14,770 | $1.00M | 0.09% | −92−0.6% | Reduced |
| Guardian Investment Management | 14,910 | $1.01M | 1.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 14,925 | $1.01M | 0.13% | +842+6.0% | Added |
| Rowland & Co Investment Counsel | 14,931 | $1.02M | 0.27% | +283+1.9% | Added |
| V Wealth Advisors LLC | 14,995 | $1.02M | 0.20% | +446+3.1% | Added |
| Mather Group, LLC. | 14,985 | $1.02M | 0.02% | +1,176+8.5% | Added |
| Toews Corp | 15,000 | $1.02M | 0.75% | −1,800−10.7% | Reduced |
| Sheets Smith Wealth Management | 15,033 | $1.02M | 0.17% | −402−2.6% | Reduced |
| Highline Wealth Partners LLC | 15,061 | $1.02M | 0.83% | +15,061 | New |
| Belpointe Asset Management LLC | 15,112 | $1.03M | 0.07% | +528+3.6% | Added |
| McMillion Capital Management Inc | 15,135 | $1.03M | 0.95% | −1,330−8.1% | Reduced |
| Powers Advisory Group, LLC | 15,194 | $1.03M | 0.82% | +97+0.6% | Added |
| Sawtooth Solutions, LLC | 15,185 | $1.03M | 0.15% | +1,860+14.0% | Added |
| HighTower Trust Services, LTA | 15,209 | $1.03M | 0.11% | +353+2.4% | Added |
| We Are One Seven, LLC | 15,269 | $1.04M | 0.10% | −201−1.3% | Reduced |
| ARGI Investment Services, LLC | 15,275 | $1.04M | 0.04% | −7,728−33.6% | Reduced |
| Islay Capital Management, LLC | 15,330 | $1.04M | 1.24% | −175−1.1% | Reduced |
| Madden Securities Corp | 15,446 | $1.05M | 0.63% | −215−1.4% | Reduced |
| Bristlecone Advisors, LLC | 15,445 | $1.05M | 0.14% | +42+0.3% | Added |
| Gleason Group, Inc. | 15,450 | $1.05M | 0.36% | +131+0.9% | Added |
| TrinityPoint Wealth, LLC | 15,534 | $1.06M | 0.24% | +1,037+7.2% | Added |
| Element Capital Management LLC | 15,587 | $1.06M | 0.51% | 00.0% | Unchanged |
| RS Crum Inc. | 15,611 | $1.06M | 0.56% | 00.0% | Unchanged |
| Bessemer Group Inc | 15,647 | $1.06M | 0.00% | −573−3.5% | Reduced |
| BKD Wealth Advisors, LLC | 15,724 | $1.07M | 0.04% | −3,216−17.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 15,723 | $1.07M | 0.77% | −151−1.0% | Reduced |
| Metis Global Partners, LLC | 15,741 | $1.07M | 0.17% | −129−0.8% | Reduced |
| Pacitti Group Inc. | 15,758 | $1.07M | 0.88% | +162+1.0% | Added |
| Ipswich Investment Management Co., Inc. | 15,775 | $1.07M | 0.34% | −400−2.5% | Reduced |
| DMG Group, LLC | 15,435 | $1.08M | 1.30% | +3,049+24.6% | Added |
| Scotia Capital Inc. | 15,849 | $1.08M | 0.01% | +77+0.5% | Added |
| Asset Advisors Investment Management, LLC | 15,926 | $1.08M | 0.15% | −667−4.0% | Reduced |
| HHM Wealth Advisors, LLC | 15,927 | $1.08M | 0.28% | −415−2.5% | Reduced |
| Mayfair Advisory Group, LLC | 15,561 | $1.08M | 1.53% | +295+1.9% | Added |
| Personal Cfo Solutions, LLC | 15,981 | $1.09M | 0.27% | −1,423−8.2% | Reduced |
| Aviva PLC | 16,024 | $1.09M | 0.01% | −133,655−89.3% | Reduced |
| Aigen Investment Management, LP | 16,046 | $1.09M | 0.16% | −62,158−79.5% | Reduced |
| Foundations Investment Advisors, LLC | 16,065 | $1.09M | 0.05% | +5,218+48.1% | Added |
| Advisor OS, LLC | 16,054 | $1.09M | 0.33% | +821+5.4% | Added |
| Arrowstreet Capital, Limited Partnership | 16,090 | $1.09M | 0.00% | +16,090 | New |
| TrueWealth Advisors, LLC | 16,113 | $1.10M | 0.52% | −374−2.3% | Reduced |
| CIBC World Markets Corp | 16,129 | $1.10M | 0.02% | −58,046−78.3% | Reduced |
| ICW Investment Advisors LLC | 16,138 | $1.10M | 0.74% | +107+0.7% | Added |
| BancorpSouth Bank | 16,156 | $1.10M | 0.11% | +5,651+53.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,164 | $1.10M | 0.53% | −802−4.7% | Reduced |
| Meridian Wealth Management, LLC | 16,189 | $1.10M | 0.12% | −1,125−6.5% | Reduced |
| West Bancorporation Inc | 16,269 | $1.11M | 0.82% | 00.0% | Unchanged |
| Adirondack Trust Co | 16,288 | $1.11M | 0.62% | +1,039+6.8% | Added |
| Wealth Alliance | 16,313 | $1.11M | 0.22% | +407+2.6% | Added |
| Ascent Group, LLC | 16,983 | $1.11M | 0.14% | −4,342−20.4% | Reduced |
| StrategIQ Financial Group, LLC | 16,438 | $1.12M | 0.14% | −225−1.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,492 | $1.12M | 0.27% | −425−2.5% | Reduced |
| King Luther Capital Management Corp | 16,501 | $1.12M | 0.01% | −2,247−12.0% | Reduced |
| Stokes Family Office, LLC | 16,499 | $1.12M | 0.16% | +38+0.2% | Added |
| Garner Asset Management Corp | 16,561 | $1.13M | 0.60% | −2,928−15.0% | Reduced |
| Claraphi Advisory Network, LLC | 16,608 | $1.13M | 0.61% | +16,608 | New |
| Red Door Wealth Management, LLC | 16,637 | $1.13M | 0.43% | −741−4.3% | Reduced |
| O'Brien Greene & Co. Inc | 16,677 | $1.13M | 0.15% | +11,116+199.9% | Added |
| Benedict Financial Advisors Inc | 16,704 | $1.14M | 0.36% | −53−0.3% | Reduced |
| MAI Capital Management | 16,708 | $1.14M | 0.02% | +6,769+68.1% | Added |
| Hills Bank & Trust Co | 16,827 | $1.14M | 0.17% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 16,868 | $1.15M | 0.26% | +19+0.1% | Added |
| Baader Bank INC | 16,900 | $1.15M | 0.10% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 16,977 | $1.15M | 0.05% | −150−0.9% | Reduced |
| Good Life Advisors, LLC | 16,969 | $1.15M | 0.17% | −13−0.1% | Reduced |
| American Portfolios Advisors | 16,980 | $1.15M | 0.05% | −713−4.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.16M | 0.20% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 17,014 | $1.16M | 0.03% | −569−3.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 17,009 | $1.16M | 0.36% | +340+2.0% | Added |
| Bank Ozk | 17,051 | $1.16M | 0.63% | −368−2.1% | Reduced |
| Griffin Asset Management, Inc. | 17,122 | $1.16M | 0.19% | −25−0.1% | Reduced |
| Abbrea Capital, LLC | 17,147 | $1.17M | 0.22% | −20−0.1% | Reduced |
| WT Wealth Management | 17,156 | $1.17M | 0.59% | +93+0.5% | Added |
| Sandy Spring Bank | 17,203 | $1.17M | 0.07% | −647−3.6% | Reduced |
| Eudaimonia Partners, LLC | 17,245 | $1.17M | 0.31% | −31,236−64.4% | Reduced |
| Simplex Trading, LLC | 17,253 | $1.17M | 0.05% | +17,253 | New |
| Patton Albertson Miller Group, LLC | 17,303 | $1.18M | 0.25% | −1,106−6.0% | Reduced |
| Seeyond | 17,444 | $1.19M | 0.14% | −5,017−22.3% | Reduced |
| Cullinan Associates Inc | 17,520 | $1.19M | 0.08% | −2,100−10.7% | Reduced |
| Epoch Investment Partners, Inc. | 17,575 | $1.20M | 0.01% | −517−2.9% | Reduced |
| Wedbush Securities Inc | 17,602 | $1.20M | 0.07% | −3,841−17.9% | Reduced |
| Consolidated Planning Corp | 17,638 | $1.20M | 0.37% | −335−1.9% | Reduced |
| Delta Asset Management LLC | 17,677 | $1.20M | 0.15% | −563−3.1% | Reduced |
| Chemung Canal Trust Co | 17,784 | $1.21M | 0.30% | −1,169−6.2% | Reduced |
| Ameritas Investment Partners, Inc. | 17,982 | $1.22M | 0.05% | −543−2.9% | Reduced |
| Philadelphia Trust Co | 18,035 | $1.23M | 0.14% | +850+4.9% | Added |
| Corient Capital Partners, LLC | 17,259 | $1.23M | 0.09% | +60.0% | Added |
| Mystic Asset Management, Inc. | 18,376 | $1.25M | 0.80% | +150+0.8% | Added |
| Hudson Valley Investment Advisors Inc | 18,370 | $1.25M | 0.20% | +18,370 | New |
| Walleye Trading LLC | 18,520 | $1.26M | 0.04% | +18,520 | New |
| Asset Dedication, LLC | 18,545 | $1.26M | 0.14% | +18,545 | New |