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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 18,751 | $1.27M | 0.09% | −10,218−35.3% | Reduced |
| Adviser Investments LLC | 18,806 | $1.28M | 0.09% | −4,662−19.9% | Reduced |
| Integrated Wealth Concepts LLC | 18,852 | $1.28M | 0.04% | +5,194+38.0% | Added |
| Ignite Planners, LLC | 18,465 | $1.29M | 1.03% | +569+3.2% | Added |
| Earnest Partners LLC | 18,987 | $1.29M | 0.01% | +435+2.3% | Added |
| Sequoia Financial Advisors, LLC | 19,001 | $1.29M | 0.04% | −1,486−7.3% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.29M | 0.28% | 00.0% | Unchanged |
| Derbend Asset Management | 19,024 | $1.29M | 1.03% | +55+0.3% | Added |
| IHT Wealth Management, LLC | 19,133 | $1.30M | 0.10% | +4,868+34.1% | Added |
| Patten & Patten Inc | 19,161 | $1.30M | 0.12% | +62+0.3% | Added |
| Creative Financial Designs Inc | 19,302 | $1.31M | 0.21% | +162+0.8% | Added |
| Brooks, Moore & Associates, Inc. | 19,446 | $1.32M | 1.07% | −400−2.0% | Reduced |
| Rollins Financial | 19,574 | $1.33M | 0.50% | +134+0.7% | Added |
| Occudo Quantitative Strategies LP | 19,597 | $1.33M | 0.10% | +19,597 | New |
| Centaurus Financial, Inc. | 19,639 | $1.33M | 0.13% | +205+1.1% | Added |
| Park Avenue Securities LLC | 19,660 | $1.34M | 0.03% | +1,723+9.6% | Added |
| Reuter James Wealth Management, LLC | 19,740 | $1.34M | 0.92% | +25+0.1% | Added |
| Kessler Investment Group, LLC | 19,745 | $1.34M | 1.11% | +1,051+5.6% | Added |
| Barnett & Company, Inc. | 19,810 | $1.35M | 1.19% | −600−2.9% | Reduced |
| Canal Insurance CO | 20,000 | $1.36M | 0.41% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 20,081 | $1.37M | 0.02% | +1,776+9.7% | Added |
| Ascent Wealth Partners, LLC | 20,099 | $1.37M | 0.33% | +442+2.2% | Added |
| MSH Capital Advisors LLC | 20,135 | $1.37M | 0.67% | −419−2.0% | Reduced |
| Meeder Asset Management Inc | 20,155 | $1.37M | 0.08% | +3,050+17.8% | Added |
| Ritholtz Wealth Management | 20,165 | $1.37M | 0.07% | +8,879+78.7% | Added |
| Apollon Wealth Management, LLC | 20,169 | $1.37M | 0.11% | +1,140+6.0% | Added |
| Strategic Wealth Advisors Group, LLC | 20,292 | $1.38M | 0.06% | +842+4.3% | Added |
| Private Advisory Group LLC | 20,667 | $1.41M | 0.32% | +12,496+152.9% | Added |
| CapWealth Advisors, LLC | 20,698 | $1.41M | 0.19% | −1,542−6.9% | Reduced |
| Community Bank of Raymore | 20,730 | $1.41M | 0.48% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 20,780 | $1.41M | 1.25% | −3,931−15.9% | Reduced |
| Wellington Shields & Co., LLC | 20,906 | $1.42M | 0.62% | +46+0.2% | Added |
| Allworth Financial LP | 20,913 | $1.42M | 0.02% | +3,763+21.9% | Added |
| J.W. Cole Advisors, Inc. | 20,932 | $1.42M | 0.12% | +1,043+5.2% | Added |
| Trust Co of Vermont | 20,927 | $1.42M | 0.11% | +3,251+18.4% | Added |
| Grove Bank & Trust | 20,934 | $1.42M | 0.35% | +46+0.2% | Added |
| Smith, Moore & Co. | 20,967 | $1.43M | 0.22% | −1,051−4.8% | Reduced |
| Romano Brothers and Company | 21,074 | $1.43M | 0.23% | +21,074 | New |
| Parsons Capital Management Inc | 21,100 | $1.44M | 0.13% | +47+0.2% | Added |
| Shell Asset Management Co | 21,117 | $1.44M | 0.06% | +8,174+63.2% | Added |
| Colony Group LLC | 21,183 | $1.44M | 0.03% | +1,815+9.4% | Added |
| SevenBridge Financial Group, LLC | 21,199 | $1.44M | 0.49% | −201−0.9% | Reduced |
| Global Retirement Partners, LLC | 22,129 | $1.45M | 0.11% | +10,606+92.0% | Added |
| Capital Investment Advisory Services, LLC | 21,325 | $1.45M | 0.19% | +947+4.6% | Added |
| Laurel Wealth Advisors, Inc. | 21,333 | $1.45M | 0.15% | −1,000−4.5% | Reduced |
| Elevated Capital Advisors, LLC | 21,354 | $1.45M | 0.57% | +21,354 | New |
| Oak Harbor Wealth Partners, LLC | 21,432 | $1.46M | 0.57% | +15+0.1% | Added |
| SeaCrest Wealth Management, LLC | 21,511 | $1.46M | 0.22% | +526+2.5% | Added |
| Koshinski Asset Management, Inc. | 21,595 | $1.47M | 0.18% | +659+3.1% | Added |
| Southeast Asset Advisors Inc. | 21,630 | $1.47M | 0.25% | +11+0.1% | Added |
| Mountain Capital Investment Advisors, Inc | 22,767 | $1.47M | 0.77% | +401+1.8% | Added |
| Mogy Joel R Investment Counsel Inc | 21,683 | $1.47M | 0.15% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 21,703 | $1.48M | 0.10% | +2,758+14.6% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.48M | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 21,836 | $1.49M | 0.08% | −66−0.3% | Reduced |
| Burns J W & Co Inc | 21,837 | $1.49M | 0.29% | +675+3.2% | Added |
| Sculati Wealth Management, LLC | 21,948 | $1.49M | 0.88% | +4,788+27.9% | Added |
| Engineers Gate Manager LP | 21,938 | $1.49M | 0.09% | +13,264+152.9% | Added |
| Private Trust Co NA | 22,018 | $1.50M | 0.24% | +1,763+8.7% | Added |
| Veriti Management LLC | 22,047 | $1.50M | 0.22% | −160−0.7% | Reduced |
| Texas Yale Capital Corp. | 22,203 | $1.51M | 0.10% | +350+1.6% | Added |
| Gladstone Institutional Advisory LLC | 22,302 | $1.52M | 0.12% | +13,903+165.5% | Added |
| Redpoint Investment Management Pty Ltd | 22,319 | $1.52M | 0.22% | −2,175−8.9% | Reduced |
| ZWJ Investment Counsel Inc | 22,454 | $1.53M | 0.10% | −1,550−6.5% | Reduced |
| Boston Private Wealth LLC | 22,523 | $1.53M | 0.02% | +5,365+31.3% | Added |
| Old North State Trust, LLC | 22,561 | $1.53M | 1.33% | +22,538+97,991.3% | Added |
| Old Port Advisors | 22,354 | $1.54M | 0.61% | +918+4.3% | Added |
| Farmers National Bank | 22,612 | $1.54M | 0.62% | −680−2.9% | Reduced |
| Monte Financial Group, LLC | 22,800 | $1.55M | 0.95% | −51,984−69.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 22,861 | $1.55M | 0.42% | −2,830−11.0% | Reduced |
| AlphaCrest Capital Management LLC | 22,948 | $1.56M | 0.10% | +12,126+112.0% | Added |
| Busey Wealth Management | 23,029 | $1.57M | 0.08% | −157−0.7% | Reduced |
| Wealthspire Advisors, LLC | 23,045 | $1.57M | 0.03% | +270+1.2% | Added |
| Greenleaf Trust | 23,050 | $1.57M | 0.02% | +7,165+45.1% | Added |
| Bard Financial Services, Inc. | 23,085 | $1.57M | 0.15% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 23,203 | $1.58M | 0.23% | +18,056+350.8% | Added |
| Gateway Investment Advisers LLC | 23,372 | $1.59M | 0.02% | +2,528+12.1% | Added |
| Farmers & Merchants Investments Inc | 23,502 | $1.60M | 0.07% | +137+0.6% | Added |
| Salem Investment Counselors Inc | 23,582 | $1.60M | 0.07% | +110.0% | Added |
| CWS Financial Advisors, LLC | 23,585 | $1.60M | 0.77% | +12+0.1% | Added |
| Diversified Trust Co | 23,631 | $1.61M | 0.07% | +12,687+115.9% | Added |
| United Community Bank | 23,720 | $1.61M | 1.68% | +115+0.5% | Added |
| Teza Capital Management LLC | 23,912 | $1.63M | 0.34% | +23,912 | New |
| Ethic Inc. | 23,971 | $1.63M | 0.11% | +1,811+8.2% | Added |
| Holderness Investments Co | 24,020 | $1.63M | 0.74% | −27−0.1% | Reduced |
| Squarepoint Ops LLC | 24,025 | $1.63M | 0.01% | +5,593+30.3% | Added |
| Dynamic Advisor Solutions LLC | 24,054 | $1.64M | 0.12% | −1,962−7.5% | Reduced |
| Hilltop Holdings Inc. | 24,130 | $1.64M | 0.22% | −1,666−6.5% | Reduced |
| Keene & Associates, Inc. | 24,334 | $1.66M | 1.52% | +206+0.9% | Added |
| Capital Square, LLC | 24,561 | $1.67M | 1.52% | +1,604+7.0% | Added |
| Diversified Portfolios, Inc. | 24,603 | $1.67M | 0.45% | −1,727−6.6% | Reduced |
| Verdence Capital Advisors LLC | 24,662 | $1.68M | 0.23% | +736+3.1% | Added |
| Citizens National Bank Trust Department | 24,678 | $1.68M | 0.52% | −970−3.8% | Reduced |
| Peoples Financial Services Corp. | 24,682 | $1.68M | 0.87% | −250−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 24,675 | $1.68M | 0.10% | +4,553+22.6% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.70M | 0.22% | 00.0% | Unchanged |
| Rational Advisors LLC | 25,223 | $1.72M | 0.14% | +25,223 | New |
| Pier 88 Investment Partners LLC | 25,223 | $1.72M | 0.41% | +25,223 | New |
| Meiji Yasuda Life Insurance Co | 25,254 | $1.72M | 0.04% | +17,607+230.2% | Added |
| Sumitomo Life Insurance Co | 25,258 | $1.72M | 0.07% | −3,047−10.8% | Reduced |