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, 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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 25,294 | $1.72M | 0.14% | +3,238+14.7% | Added |
| Regal Investment Advisors LLC | 25,359 | $1.72M | 0.18% | +2,540+11.1% | Added |
| Harbour Investments, Inc. | 24,294 | $1.73M | 0.12% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 25,600 | $1.74M | 0.07% | −208−0.8% | Reduced |
| NTV Asset Management LLC | 25,706 | $1.75M | 0.37% | +146+0.6% | Added |
| Empirical Finance, LLC | 25,729 | $1.75M | 0.21% | +4,230+19.7% | Added |
| John G Ullman & Associates Inc | 25,800 | $1.75M | 0.31% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 25,834 | $1.76M | 0.04% | −171−0.7% | Reduced |
| Azimuth Capital Investment Management LLC | 25,880 | $1.76M | 0.10% | −6,595−20.3% | Reduced |
| Brown Brothers Harriman & Co | 26,006 | $1.77M | 0.02% | −247−0.9% | Reduced |
| FourThought Financial, LLC | 26,051 | $1.77M | 0.26% | +1,143+4.6% | Added |
| Prudential PLC | 26,093 | $1.77M | 0.03% | +2,946+12.7% | Added |
| Trustco Bank Corp N Y | 26,117 | $1.78M | 2.17% | −361−1.4% | Reduced |
| Adalta Capital Management LLC | 26,125 | $1.78M | 1.28% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 26,334 | $1.78M | 0.10% | +175+0.7% | Added |
| Balentine LLC | 26,281 | $1.79M | 0.07% | −4,029−13.3% | Reduced |
| Northern Oak Wealth Management Inc | 26,416 | $1.80M | 0.27% | −105,980−80.0% | Reduced |
| TFG Advisers LLC | 26,554 | $1.81M | 1.01% | +327+1.2% | Added |
| Waters Parkerson & Co., LLC | 26,574 | $1.81M | 0.12% | −350−1.3% | Reduced |
| Johnson Investment Counsel Inc | 26,687 | $1.81M | 0.03% | −2,403−8.3% | Reduced |
| Bank of Hawaii | 26,794 | $1.82M | 0.12% | +35+0.1% | Added |
| Red Cedar Investment Management, LLC | 26,912 | $1.83M | 0.31% | +5,025+23.0% | Added |
| LBMC Investment Advisors, LLC | 27,147 | $1.85M | 0.21% | +21+0.1% | Added |
| Bennicas & Associates, Inc. | 27,266 | $1.85M | 1.18% | −400−1.4% | Reduced |
| Crawford Investment Counsel Inc | 27,541 | $1.87M | 0.04% | −1,527−5.3% | Reduced |
| Old National Bancorp | 27,692 | $1.88M | 0.06% | −1,870−6.3% | Reduced |
| NBT Bank N A | 27,754 | $1.89M | 0.31% | −90.0% | Reduced |
| Jacobi Capital Management LLC | 27,767 | $1.89M | 0.26% | −795−2.8% | Reduced |
| Nepsis, Inc. | 27,955 | $1.90M | 0.69% | −1,143−3.9% | Reduced |
| Banque Cantonale Vaudoise | 27,983 | $1.90M | 0.11% | +9,500+51.4% | Added |
| Stolper Co | 28,027 | $1.91M | 0.94% | +1,565+5.9% | Added |
| Moody National Bank Trust Division | 28,354 | $1.93M | 0.20% | 00.0% | Unchanged |
| IFP Advisors, Inc | 43,209 | $1.93M | 0.06% | +858+2.0% | Added |
| Copperwynd Financial, LLC | 28,569 | $1.94M | 1.12% | −982−3.3% | Reduced |
| Proequities, Inc. | 28,576 | $1.94M | 0.18% | −501−1.7% | Reduced |
| First City Capital Management, Inc. | 28,577 | $1.94M | 1.28% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 28,643 | $1.95M | 0.71% | −690−2.4% | Reduced |
| Ronald Blue Trust, Inc. | 27,397 | $1.95M | 0.03% | +1,125+4.3% | Added |
| Mainstay Capital Management LLC | 28,796 | $1.96M | 0.49% | +3,540+14.0% | Added |
| Calamos Wealth Management LLC | 28,951 | $1.97M | 0.17% | −306−1.0% | Reduced |
| Coastal Bridge Advisors, LLC | 29,308 | $1.99M | 0.54% | +713+2.5% | Added |
| Los Angeles Capital Management LLC | 29,362 | $2.00M | 0.01% | −13,932−32.2% | Reduced |
| Savant Capital, LLC | 29,487 | $2.00M | 0.06% | +4,873+19.8% | Added |
| Sowell Financial Services LLC | 29,841 | $2.03M | 0.20% | +4,597+18.2% | Added |
| Essex LLC | 29,994 | $2.04M | 0.67% | −125−0.4% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.04M | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 30,103 | $2.05M | 0.12% | +25,687+581.7% | Added |
| Hancock Whitney Corp | 30,238 | $2.06M | 0.09% | −110−0.4% | Reduced |
| Green Square Capital Advisors LLC | 30,697 | $2.09M | 0.37% | −450−1.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 30,710 | $2.09M | 0.31% | +1,618+5.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 30,802 | $2.10M | 0.26% | −434−1.4% | Reduced |
| Summit Global Investments | 31,027 | $2.11M | 0.20% | +1,302+4.4% | Added |
| Kavar Capital Partners Group, LLC | 31,039 | $2.11M | 0.54% | +4,084+15.2% | Added |
| Wills Financial Group, Inc. | 31,439 | $2.14M | 1.19% | −21−0.1% | Reduced |
| Leelyn Smith, LLC | 31,481 | $2.14M | 0.74% | −66−0.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 31,576 | $2.15M | 0.54% | −460−1.4% | Reduced |
| Everence Capital Management Inc | 31,681 | $2.15M | 0.20% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 31,729 | $2.16M | 0.77% | +514+1.6% | Added |
| Bellwether Advisors, LLC | 32,131 | $2.18M | 0.72% | +32,087+72,925.0% | Added |
| Meritage Portfolio Management | 32,363 | $2.20M | 0.18% | +32,363 | New |
| Mechanics Bank Trust Department | 32,393 | $2.20M | 0.42% | −852−2.6% | Reduced |
| Hartford Financial Management Inc. | 32,713 | $2.22M | 0.65% | −36−0.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 33,135 | $2.25M | 0.87% | −3,485−9.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,125 | $2.25M | 0.11% | +100.0% | Added |
| Cullen/Frost Bankers, Inc. | 33,336 | $2.27M | 0.05% | +224+0.7% | Added |
| Cantor Fitzgerald, L. P. | 33,388 | $2.27M | 0.05% | 00.0% | Unchanged |
| United Bank | 34,065 | $2.32M | 1.54% | −1,067−3.0% | Reduced |
| Forte Capital LLC | 34,079 | $2.32M | 0.42% | +3,914+13.0% | Added |
| Brown Advisory Inc | 34,147 | $2.32M | 0.00% | +3,874+12.8% | Added |
| Snowden Capital Advisors LLC | 34,327 | $2.33M | 0.11% | +1,335+4.0% | Added |
| Essex Financial Services, Inc. | 34,847 | $2.37M | 0.28% | +503+1.5% | Added |
| Hayek Kallen Investment Management | 34,992 | $2.38M | 1.12% | +230+0.7% | Added |
| 1832 Asset Management L.P. | 34,992 | $2.38M | 0.01% | +845+2.5% | Added |
| Cerity Partners LLC | 34,995 | $2.38M | 0.03% | +1,067+3.1% | Added |
| Te Ahumairangi Investment Management Ltd | 35,416 | $2.41M | 0.41% | −5,300−13.0% | Reduced |
| Eudaimonia Advisors LLC | 35,479 | $2.41M | 1.74% | +98+0.3% | Added |
| Rothschild Investment Corp | 35,490 | $2.41M | 0.24% | +853+2.5% | Added |
| Merit Financial Group, LLC | 35,733 | $2.43M | 0.11% | −3,323−8.5% | Reduced |
| Argyle Capital Management Inc. | 36,059 | $2.45M | 0.96% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 36,058 | $2.45M | 1.43% | +6,107+20.4% | Added |
| Day & Ennis, LLC | 36,084 | $2.45M | 1.02% | +559+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,160 | $2.47M | 0.04% | −15,046−29.4% | Reduced |
| Argent Trust Co | 36,325 | $2.47M | 0.18% | +449+1.3% | Added |
| South State Corp. | 36,360 | $2.47M | 0.25% | +437+1.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,500 | $2.47M | 0.00% | −11,200−23.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 36,529 | $2.48M | 0.14% | +28,471+353.3% | Added |
| Bailard, Inc. | 36,575 | $2.49M | 0.10% | +716+2.0% | Added |
| Family Legacy, Inc. | 36,606 | $2.49M | 1.25% | −255−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 36,767 | $2.50M | 0.21% | +2,491+7.3% | Added |
| National Bank of Canada | 36,368 | $2.50M | 0.01% | −2,218−5.7% | Reduced |
| Peapack Gladstone Financial Corp | 37,061 | $2.52M | 0.05% | +8,641+30.4% | Added |
| Robbins Farley LLC | 37,527 | $2.55M | 2.10% | −1,374−3.5% | Reduced |
| Veritable, L.P. | 37,598 | $2.56M | 0.05% | +130+0.3% | Added |
| Lakeview Capital Partners, LLC | 37,848 | $2.57M | 1.01% | +612+1.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,095 | $2.59M | 0.24% | +1,794+4.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 38,454 | $2.62M | 1.82% | −704−1.8% | Reduced |
| Financial Partners Capital Management LLC | 38,487 | $2.62M | 0.62% | +220+0.6% | Added |
| Brookstone Capital Management | 42,672 | $2.62M | 0.06% | +4,041+10.5% | Added |
| Pinnacle Associates Ltd | 38,631 | $2.63M | 0.06% | +530+1.4% | Added |
| Wesbanco Bank Inc | 38,917 | $2.65M | 0.18% | −19,468−33.3% | Reduced |