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 |
|---|---|---|---|---|---|
| Greatmark Investment Partners, Inc. | 39,122 | $2.66M | 0.51% | −1,199−3.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,482 | $2.69M | 0.07% | −2,985−7.0% | Reduced |
| Rafferty Asset Management, LLC | 39,529 | $2.69M | 0.03% | +28,554+260.2% | Added |
| Lantz Financial LLC | 39,819 | $2.71M | 1.41% | +74+0.2% | Added |
| Hengehold Capital Management LLC | 39,832 | $2.71M | 0.42% | +2,384+6.4% | Added |
| Benjamin Edwards Inc | 40,103 | $2.73M | 0.82% | +35,018+688.7% | Added |
| Clarkston Capital Partners, LLC | 40,580 | $2.76M | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 40,695 | $2.77M | 0.08% | +3,266+8.7% | Added |
| Armor Investment Advisors, LLC | 40,727 | $2.77M | 1.89% | −3,358−7.6% | Reduced |
| Brick & Kyle, Associates | 40,580 | $2.78M | 1.68% | +868+2.2% | Added |
| HNP Capital LLC | 40,858 | $2.78M | 0.80% | +1,357+3.4% | Added |
| Sovereign Financial Group, Inc. | 40,875 | $2.78M | 1.13% | +109+0.3% | Added |
| Woodmont Investment Counsel LLC | 40,978 | $2.79M | 0.35% | −175−0.4% | Reduced |
| UBS Oconnor LLC | 41,059 | $2.79M | 0.03% | +41,059 | New |
| Wealth Enhancement Advisory Services, LLC | 43,752 | $2.81M | 0.04% | +43,752 | New |
| Pettyjohn, Wood & White, Inc | 42,005 | $2.86M | 0.76% | −2,018−4.6% | Reduced |
| Signaturefd, LLC | 42,445 | $2.89M | 0.10% | +957+2.3% | Added |
| KCM Investment Advisors LLC | 42,560 | $2.89M | 0.13% | +25,085+143.5% | Added |
| Dearborn Partners LLC | 43,067 | $2.93M | 0.13% | +320+0.7% | Added |
| Main Street Financial Solutions, LLC | 43,119 | $2.93M | 0.48% | +1,240+3.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 43,139 | $2.93M | 0.05% | +3,644+9.2% | Added |
| Advisor Partners II, LLC | 43,216 | $2.94M | 0.22% | +43,216 | New |
| Regentatlantic Capital LLC | 43,252 | $2.94M | 0.09% | −1,919−4.2% | Reduced |
| Wealthcare Advisory Partners LLC | 43,299 | $2.94M | 0.17% | +33,858+358.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 43,384 | $2.95M | 2.02% | −46,706−51.8% | Reduced |
| First Bank & Trust | 43,445 | $2.95M | 1.08% | +972+2.3% | Added |
| MTM Investment Management, LLC | 43,671 | $2.97M | 1.69% | −391−0.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 43,773 | $2.98M | 0.13% | −200.0% | Reduced |
| Tiaa, FSB | 43,810 | $2.98M | 0.01% | −2,231−4.8% | Reduced |
| United Services Automobile Association | 43,833 | $2.98M | 0.08% | +1,281+3.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,043 | $3.00M | 0.41% | −262−0.6% | Reduced |
| StoneX Group Inc. | 44,156 | $3.00M | 0.41% | +4,955+12.6% | Added |
| McRae Capital Management Inc | 44,279 | $3.01M | 0.92% | −13,133−22.9% | Reduced |
| Oakworth Capital, Inc. | 44,663 | $3.04M | 0.34% | +4,247+10.5% | Added |
| All Terrain Financial Advisors, LLC | 44,687 | $3.04M | 1.63% | +214+0.5% | Added |
| Rench Wealth Management, Inc. | 44,873 | $3.05M | 1.71% | −710−1.6% | Reduced |
| Vectors Research Management, LLC | 45,309 | $3.08M | 0.87% | +1,465+3.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 45,354 | $3.08M | 0.15% | −1,561−3.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 45,620 | $3.10M | 2.24% | +45,620 | New |
| Hennion & Walsh Asset Management, Inc. | 46,391 | $3.15M | 0.21% | +10,738+30.1% | Added |
| Doyle Wealth Management | 46,940 | $3.19M | 0.27% | +167+0.4% | Added |
| Versor Investments LP | 47,000 | $3.20M | 0.19% | +47,000 | New |
| Laurel Wealth Advisors LLC | 47,048 | $3.20M | 0.81% | +978+2.1% | Added |
| D L Carlson Investment Group Inc | 47,123 | $3.20M | 0.70% | +384+0.8% | Added |
| Nordea Investment Management AB | 46,483 | $3.22M | 0.01% | −840−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 47,519 | $3.23M | 0.27% | +3,143+7.1% | Added |
| FAI Wealth Management | 47,548 | $3.23M | 3.19% | −253−0.5% | Reduced |
| Palisade Asset Management, LLC | 47,649 | $3.24M | 0.44% | 00.0% | Unchanged |
| Lincoln National Corp | 47,831 | $3.25M | 0.08% | +1,578+3.4% | Added |
| Montag A & Associates Inc | 47,965 | $3.26M | 0.23% | +1,902+4.1% | Added |
| Trinity Legacy Partners, LLC | 48,017 | $3.27M | 1.40% | +44,691+1,343.7% | Added |
| Canandaigua National Corp | 48,102 | $3.27M | 0.58% | −23,040−32.4% | Reduced |
| Fulton Bank, N.A. | 48,296 | $3.28M | 0.20% | +611+1.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 49,838 | $3.39M | 0.28% | −7,971−13.8% | Reduced |
| Csenge Advisory Group | 49,919 | $3.39M | 0.28% | +4,053+8.8% | Added |
| First National Trust Co | 50,723 | $3.45M | 0.20% | +789+1.6% | Added |
| Private Asset Management Inc | 51,131 | $3.48M | 0.61% | −300−0.6% | Reduced |
| Putnam Investments LLC | 51,584 | $3.51M | 0.01% | +422+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 51,813 | $3.52M | 1.35% | +198+0.4% | Added |
| Roosevelt Investment Group LLC | 51,867 | $3.53M | 0.25% | −376−0.7% | Reduced |
| Shelton Capital Management | 52,312 | $3.56M | 0.17% | −18,000−25.6% | Reduced |
| Capital Fund Management S.A. | 52,446 | $3.57M | 0.09% | +52,446 | New |
| Arkadios Wealth Advisors | 52,547 | $3.57M | 0.54% | +7,977+17.9% | Added |
| National Asset Management, Inc. | 52,586 | $3.58M | 0.11% | +22,775+76.4% | Added |
| Profund Advisors LLC | 53,072 | $3.61M | 0.26% | +1,447+2.8% | Added |
| Ontario Teachers Pension Plan Board | 53,639 | $3.65M | 0.05% | +19,183+55.7% | Added |
| Brandywine Global Investment Management, LLC | 53,678 | $3.65M | 0.03% | −806,787−93.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 53,943 | $3.67M | 0.94% | +3,006+5.9% | Added |
| Aptus Capital Advisors, LLC | 54,003 | $3.67M | 0.12% | +3,236+6.4% | Added |
| Richard Bernstein Advisors LLC | 54,039 | $3.67M | 0.09% | −7,019−11.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 56,029 | $3.68M | 0.54% | +1,913+3.5% | Added |
| New Mexico Educational Retirement Board | 54,287 | $3.69M | 0.20% | −4,500−7.7% | Reduced |
| OneAscent Wealth Management LLC | 54,474 | $3.70M | 1.94% | +5,815+12.0% | Added |
| Glenmede Trust Co NA | 54,712 | $3.72M | 0.02% | −7,746−12.4% | Reduced |
| Coston, McIsaac & Partners | 54,922 | $3.73M | 1.70% | +5,216+10.5% | Added |
| JustInvest LLC | 54,911 | $3.73M | 0.17% | +5,479+11.1% | Added |
| Simmons Bank | 54,982 | $3.74M | 0.35% | +1,672+3.1% | Added |
| City Holding Co | 54,998 | $3.74M | 0.74% | +174+0.3% | Added |
| Telos Capital Management, Inc. | 55,411 | $3.77M | 0.62% | −6,471−10.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 56,187 | $3.82M | 0.38% | +48,360+617.9% | Added |
| Ellsworth Advisors, LLC | 56,376 | $3.83M | 1.64% | +1,331+2.4% | Added |
| SG Americas Securities, LLC | 56,484 | $3.84M | 0.06% | +4,454+8.6% | Added |
| KBC Group NV | 56,794 | $3.86M | 0.02% | +1,648+3.0% | Added |
| Pathstone Family Office, LLC | 56,767 | $3.86M | 0.07% | +1,507+2.7% | Added |
| Beacon Pointe Advisors, LLC | 56,949 | $3.87M | 0.09% | −884−1.5% | Reduced |
| CWM, LLC | 57,398 | $3.90M | 0.03% | +11,634+25.4% | Added |
| Oppenheimer & Co Inc | 57,505 | $3.91M | 0.09% | −14,907−20.6% | Reduced |
| Goelzer Investment Management, Inc. | 57,608 | $3.92M | 0.39% | +1,116+2.0% | Added |
| Baugh & Associates, LLC | 57,959 | $3.94M | 2.79% | −50−0.1% | Reduced |
| GWM Advisors LLC | 58,091 | $3.95M | 0.06% | −3,823−6.2% | Reduced |
| Bridge Creek Capital Management LLC | 58,155 | $3.96M | 1.70% | −195−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 58,393 | $3.97M | 0.28% | +17,210+41.8% | Added |
| Atria Wealth Solutions, Inc. | 58,619 | $3.99M | 0.07% | +26,298+81.4% | Added |
| Gotham Asset Management, LLC | 58,739 | $3.99M | 0.12% | +44,155+302.8% | Added |
| Virginia Wealth Management Group, Inc. | 58,829 | $4.00M | 2.98% | +16,985+40.6% | Added |
| Level Four Advisory Services, LLC | 59,688 | $4.06M | 0.39% | −2,460−4.0% | Reduced |
| Stratos Wealth Advisors, LLC | 59,903 | $4.07M | 0.43% | −693−1.1% | Reduced |
| Lockheed Martin Investment Management Co | 60,400 | $4.11M | 0.33% | −11,800−16.3% | Reduced |
| Norinchukin Bank, The | 60,570 | $4.12M | 0.08% | +3,058+5.3% | Added |
| Siemens Fonds Invest GmbH | 60,827 | $4.14M | 0.48% | +230+0.4% | Added |