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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 61,231 | $4.16M | 0.24% | +4,580+8.1% | Added |
| Advisors Asset Management, Inc. | 61,284 | $4.17M | 0.08% | −1,058−1.7% | Reduced |
| Clearbridge Investments, LLC | 62,814 | $4.27M | 0.00% | −1,250−2.0% | Reduced |
| Birmingham Capital Management Co Inc | 63,250 | $4.30M | 1.91% | −500−0.8% | Reduced |
| Metropolitan Life Insurance Co | 63,285 | $4.30M | 0.20% | −711−1.1% | Reduced |
| Bokf, NA | 63,737 | $4.33M | 0.09% | −899−1.4% | Reduced |
| Intech Investment Management LLC | 63,788 | $4.34M | 0.03% | −43,381−40.5% | Reduced |
| Walleye Capital LLC | 63,873 | $4.34M | 0.10% | +63,873 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 64,151 | $4.36M | 0.02% | +25,620+66.5% | Added |
| Community Bank & Trust, Waco, Texas | 64,260 | $4.37M | 1.55% | −1,049−1.6% | Reduced |
| Aquatic Capital Management LLC | 64,500 | $4.39M | 0.43% | +64,500 | New |
| Steward Partners Investment Advisory, LLC | 64,651 | $4.40M | 0.08% | +6,618+11.4% | Added |
| Stratos Wealth Partners, LTD. | 64,801 | $4.41M | 0.12% | +5,927+10.1% | Added |
| Allstate Corp | 65,051 | $4.42M | 0.13% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 65,367 | $4.45M | 0.23% | +8,091+14.1% | Added |
| Ergoteles LLC | 65,523 | $4.46M | 0.16% | +47,296+259.5% | Added |
| Thrivent Financial for Lutherans | 65,904 | $4.50M | 0.01% | −1,246−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 66,415 | $4.52M | 0.08% | +41,621+167.9% | Added |
| Moors & Cabot, Inc. | 66,586 | $4.53M | 0.35% | −3,473−5.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 66,710 | $4.54M | 0.53% | +300.0% | Added |
| CIBC World Markets Inc. | 67,537 | $4.59M | 0.02% | −2,446−3.5% | Reduced |
| Louisiana State Employees Retirement System | 68,000 | $4.62M | 0.14% | +700+1.0% | Added |
| Anchor Investment Management, LLC | 68,683 | $4.67M | 0.72% | −3,155−4.4% | Reduced |
| TD Private Client Wealth LLC | 70,092 | $4.77M | 0.24% | +4,298+6.5% | Added |
| Carson Advisory Inc. | 70,298 | $4.78M | 5.30% | +194+0.3% | Added |
| Sigma Planning Corp | 70,546 | $4.80M | 0.18% | −2,472−3.4% | Reduced |
| IFG Advisory, LLC | 70,704 | $4.81M | 0.44% | −906−1.3% | Reduced |
| D.A. Davidson & Co. | 70,773 | $4.81M | 0.06% | −1,724−2.4% | Reduced |
| Daiwa Securities Group Inc. | 70,970 | $4.83M | 0.04% | +3,115+4.6% | Added |
| Chronos Wealth Management, LLC | 71,457 | $4.86M | 4.02% | −4,090−5.4% | Reduced |
| Institutional & Family Asset Management, LLC | 71,533 | $4.86M | 0.88% | +1,007+1.4% | Added |
| Regent Peak Wealth Advisors LLC | 65,720 | $4.87M | 1.71% | +45,100+218.7% | Added |
| Tudor Investment Corp Et Al | 71,907 | $4.89M | 0.12% | −37,962−34.6% | Reduced |
| Albion Financial Group | 72,249 | $4.91M | 0.51% | +1,216+1.7% | Added |
| D. E. Shaw & Co., Inc. | 72,880 | $4.96M | 0.01% | +18,635+34.4% | Added |
| Naples Global Advisors, LLC | 73,086 | $4.97M | 0.68% | +837+1.2% | Added |
| Zions Bancorporation, N.A. | 74,097 | $5.04M | 0.53% | +4,666+6.7% | Added |
| South Dakota Investment Council | 74,206 | $5.05M | 0.12% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 74,299 | $5.05M | 1.34% | −5,402−6.8% | Reduced |
| Crossmark Global Holdings, Inc. | 75,848 | $5.16M | 0.14% | −1,143−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 76,205 | $5.18M | 0.07% | +76,205 | New |
| NewSquare Capital LLC | 76,350 | $5.19M | 0.65% | +4,919+6.9% | Added |
| Rockefeller Capital Management L.P. | 76,869 | $5.23M | 0.03% | +16,627+27.6% | Added |
| Sound View Wealth Advisors Group, LLC | 78,012 | $5.30M | 1.19% | −2,007−2.5% | Reduced |
| Visionary Wealth Advisors | 79,145 | $5.38M | 0.56% | +2,555+3.3% | Added |
| Sky Investment Group LLC | 79,425 | $5.40M | 1.40% | −230−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 79,635 | $5.42M | 0.08% | +1,628+2.1% | Added |
| Elo Mutual Pension Insurance Co | 79,802 | $5.43M | 0.20% | −3,770−4.5% | Reduced |
| RFG Advisory, LLC | 85,171 | $5.45M | 0.31% | +6,038+7.6% | Added |
| Old Point Trust & Financial Services N A | 80,699 | $5.49M | 2.76% | −1,266−1.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 81,534 | $5.54M | 0.14% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 81,563 | $5.55M | 0.22% | +43,745+115.7% | Added |
| Huntington National Bank | 81,679 | $5.55M | 0.06% | −3,040−3.6% | Reduced |
| Central Trust Co | 82,033 | $5.58M | 0.19% | +360+0.4% | Added |
| Lido Advisors, LLC | 82,870 | $5.63M | 0.11% | +29,441+55.1% | Added |
| Fisher Asset Management, LLC | 82,875 | $5.64M | 0.00% | −2,734−3.2% | Reduced |
| Kentucky Retirement Systems | 83,210 | $5.66M | 0.24% | +4,351+5.5% | Added |
| Carret Asset Management, LLC | 83,547 | $5.68M | 0.85% | −280−0.3% | Reduced |
| Contravisory Investment Management, Inc. | 84,041 | $5.71M | 1.91% | +222+0.3% | Added |
| Securian Asset Management, Inc | 86,588 | $5.89M | 0.18% | −29,367−25.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,029 | $5.92M | 0.14% | +4,544+5.5% | Added |
| Alerus Financial NA | 87,284 | $5.93M | 0.59% | −501−0.6% | Reduced |
| Assenagon Asset Management S.A. | 88,225 | $6.00M | 0.03% | +66,842+312.6% | Added |
| Panagora Asset Management Inc | 88,288 | $6.00M | 0.04% | −340.0% | Reduced |
| Massmutual Trust Co FSB | 88,331 | $6.01M | 0.27% | −7,394−7.7% | Reduced |
| Aull & Monroe Investment Management Corp | 88,760 | $6.04M | 3.31% | +110.0% | Added |
| Cetera Advisors LLC | 89,143 | $6.06M | 0.16% | +638+0.7% | Added |
| Bank of Nova Scotia | 89,330 | $6.08M | 0.02% | +222+0.2% | Added |
| Thomasville National Bank | 89,493 | $6.08M | 0.73% | −757−0.8% | Reduced |
| Insight Folios Inc | 90,267 | $6.14M | 3.12% | +1,709+1.9% | Added |
| Private Advisor Group, LLC | 90,443 | $6.15M | 0.07% | −12,277−12.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 92,533 | $6.29M | 0.96% | +1,308+1.4% | Added |
| Orion Portfolio Solutions, LLC | 93,309 | $6.34M | 0.25% | −4,408−4.5% | Reduced |
| Barometer Capital Management Inc. | 93,450 | $6.35M | 2.62% | +93,450 | New |
| Trustmark National Bank Trust Department | 93,886 | $6.38M | 0.61% | −5,054−5.1% | Reduced |
| Principle Wealth Partners LLC | 95,070 | $6.46M | 0.84% | +122+0.1% | Added |
| First PREMIER Bank | 95,206 | $6.47M | 2.11% | +199+0.2% | Added |
| Blair William & Co | 95,820 | $6.52M | 0.03% | +190.0% | Added |
| Churchill Management Corp | 96,066 | $6.53M | 0.18% | +588+0.6% | Added |
| Edgemoor Investment Advisors, Inc. | 97,034 | $6.60M | 0.88% | +195+0.2% | Added |
| Point72 Hong Kong Ltd | 99,247 | $6.75M | 0.41% | +98,879+26,869.3% | Added |
| Atria Investments LLC | 99,637 | $6.78M | 0.15% | +436+0.4% | Added |
| Fifth Third Bancorp | 99,911 | $6.79M | 0.04% | −981−1.0% | Reduced |
| Zimmer Partners, LP | 100,100 | $6.81M | 0.15% | +100,100 | New |
| Independent Advisor Alliance | 100,211 | $6.81M | 0.40% | −132,192−56.9% | Reduced |
| Raymond James Trust N.A. | 100,234 | $6.82M | 0.25% | +141+0.1% | Added |
| Jump Financial, LLC | 100,331 | $6.82M | 0.27% | +100,331 | New |
| Xponance, Inc. | 100,618 | $6.84M | 0.13% | +17,221+20.6% | Added |
| Hartford Investment Management Co | 100,719 | $6.85M | 0.22% | −6,655−6.2% | Reduced |
| Advisors Management Group Inc | 100,814 | $6.86M | 2.73% | −29,358−22.6% | Reduced |
| MainStreet Investment Advisors LLC | 100,883 | $6.86M | 0.84% | +50.0% | Added |
| Teachers Retirement System of the State of Kentucky | 101,084 | $6.87M | 0.08% | +101,084 | New |
| Westpac Banking Corp | 101,530 | $6.90M | 0.11% | +5,504+5.7% | Added |
| Commerce Bank | 101,725 | $6.92M | 0.06% | −7,392−6.8% | Reduced |
| Jane Street Group, LLC | 102,634 | $6.98M | 0.01% | +93,409+1,012.6% | Added |
| Mayflower Financial Advisors, LLC | 103,196 | $7.02M | 1.13% | +60.0% | Added |
| Susquehanna International Group, LLP | 103,492 | $7.04M | 0.01% | −79,904−43.6% | Reduced |
| Kanawha Capital Management LLC | 104,906 | $7.13M | 0.78% | −2,999−2.8% | Reduced |
| British Columbia Investment Management Corp | 105,117 | $7.15M | 0.08% | −17,813−14.5% | Reduced |
| Hantz Financial Services, Inc. | 105,698 | $7.19M | 0.25% | +2,446+2.4% | Added |