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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 105,702 | $7.19M | 0.06% | +4,835+4.8% | Added |
| New England Asset Management Inc | 106,537 | $7.24M | 0.12% | +1,217+1.2% | Added |
| Fiduciary Group LLC | 111,466 | $7.32M | 0.95% | +2,201+2.0% | Added |
| Cetera Investment Advisers | 108,257 | $7.36M | 0.15% | −10,162−8.6% | Reduced |
| Associated Banc-Corp | 109,407 | $7.44M | 0.34% | +2,177+2.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 109,731 | $7.46M | 0.04% | +1,246+1.1% | Added |
| Neuberger Berman Group LLC | 110,187 | $7.58M | 0.01% | +29,881+37.2% | Added |
| Agf Investments Inc. | 111,882 | $7.61M | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 113,642 | $7.73M | 0.29% | +88,968+360.6% | Added |
| Bragg Financial Advisors, Inc | 113,716 | $7.73M | 0.53% | +5,454+5.0% | Added |
| ING Groep NV | 115,048 | $7.82M | 0.13% | −54,081−32.0% | Reduced |
| Cornerstone Advisors, LLC | 116,500 | $7.92M | 0.39% | +98,000+529.7% | Added |
| Pinnacle Financial Partners Inc | 116,734 | $7.94M | 0.29% | +8,196+7.6% | Added |
| Signature Wealth Management Group | 118,057 | $8.03M | 4.08% | −2,986−2.5% | Reduced |
| Trexquant Investment LP | 118,586 | $8.06M | 0.28% | +108,166+1,038.1% | Added |
| Brinker Capital Investments, LLC | 118,774 | $8.08M | 0.17% | −1,065−0.9% | Reduced |
| TCTC Holdings, LLC | 118,858 | $8.08M | 0.35% | −184−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 119,218 | $8.11M | 0.02% | −1,763−1.5% | Reduced |
| Andra AP-fonden | 119,400 | $8.12M | 0.27% | +2,900+2.5% | Added |
| Biondo Investment Advisors, LLC | 119,487 | $8.21M | 1.89% | +1,296+1.1% | Added |
| Mercer Global Advisors Inc | 121,329 | $8.25M | 0.05% | +15,977+15.2% | Added |
| Morgan Dempsey Capital Management LLC | 121,687 | $8.28M | 2.73% | +341+0.3% | Added |
| Becker Capital Management Inc | 122,816 | $8.35M | 0.44% | +2,215+1.8% | Added |
| Cetera Advisor Networks LLC | 122,946 | $8.36M | 0.10% | +13,450+12.3% | Added |
| Czech National Bank | 123,536 | $8.40M | 0.24% | +123,536 | New |
| Umb Bank N A | 124,457 | $8.46M | 0.14% | +6,976+5.9% | Added |
| Buckhead Capital Management LLC | 124,738 | $8.48M | 2.20% | −490.0% | Reduced |
| Nissay Asset Management Corp | 125,973 | $8.57M | 0.09% | +4,456+3.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 126,270 | $8.59M | 0.06% | +1,173+0.9% | Added |
| Worldquant Millennium Advisors LLC | 126,569 | $8.61M | 0.21% | +126,569 | New |
| Keybank National Association | 127,717 | $8.69M | 0.05% | −2,536−1.9% | Reduced |
| Bridgeworth, LLC | 129,949 | $8.84M | 2.05% | −2,733−2.1% | Reduced |
| Advocate Group LLC | 131,516 | $8.94M | 2.21% | −5,716−4.2% | Reduced |
| Bell Bank | 132,685 | $9.02M | 1.15% | +13,202+11.0% | Added |
| Kingsview Wealth Management, LLC | 134,814 | $9.17M | 0.43% | +8,709+6.9% | Added |
| Rockland Trust Co | 135,122 | $9.19M | 0.66% | −2,455−1.8% | Reduced |
| Intact Investment Management Inc. | 144,000 | $9.80M | 0.32% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 145,755 | $9.91M | 0.35% | −28,598−16.4% | Reduced |
| Mutual of America Capital Management LLC | 147,177 | $10.0M | 0.14% | +2,309+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 147,182 | $10.0M | 0.03% | +15,206+11.5% | Added |
| New York Life Investment Management LLC | 149,748 | $10.2M | 0.12% | +427+0.3% | Added |
| Texas Permanent School Fund | 150,408 | $10.2M | 0.16% | +10,064+7.2% | Added |
| ProShare Advisors LLC | 152,309 | $10.4M | 0.04% | −16,154−9.6% | Reduced |
| Eagle Ridge Investment Management | 152,475 | $10.4M | 1.30% | −797−0.5% | Reduced |
| Schroder Investment Management Group | 152,531 | $10.4M | 0.02% | −11,032−6.7% | Reduced |
| Stephens Inc | 152,556 | $10.4M | 0.22% | +16,259+11.9% | Added |
| Maryland Capital Management | 154,385 | $10.5M | 0.88% | +580.0% | Added |
| Nisa Investment Advisors, LLC | 156,479 | $10.6M | 0.09% | +5,064+3.3% | Added |
| Quadrature Capital Ltd | 156,935 | $10.7M | 0.35% | +128,916+460.1% | Added |
| HB Wealth Management, LLC | 157,633 | $10.7M | 0.23% | −899−0.6% | Reduced |
| Leavell Investment Management, Inc. | 159,855 | $10.9M | 0.86% | +5,464+3.5% | Added |
| State of Alaska, Department of Revenue | 161,497 | $11.0M | 0.15% | −7,075−4.2% | Reduced |
| M&T Bank Corp | 164,331 | $11.2M | 0.05% | +14,619+9.8% | Added |
| Tower Research Capital LLC (TRC) | 164,457 | $11.2M | 0.18% | +89,512+119.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 168,471 | $11.5M | 0.07% | +16,455+10.8% | Added |
| Wealthfront Advisers LLC | 170,835 | $11.6M | 0.06% | +15,409+9.9% | Added |
| Gulf International Bank (UK) Ltd | 171,548 | $11.7M | 0.22% | 00.0% | Unchanged |
| AXA S.A. | 175,471 | $11.9M | 0.05% | +7,695+4.6% | Added |
| Oregon Public Employees Retirement Fund | 177,792 | $12.1M | 0.17% | −6,592−3.6% | Reduced |
| Public Employees Retirement Association of Colorado | 184,179 | $12.5M | 0.07% | +14,365+8.5% | Added |
| Yousif Capital Management, LLC | 187,379 | $12.7M | 0.18% | −1,417−0.8% | Reduced |
| Comerica Bank | 197,795 | $12.8M | 0.11% | −4,025−2.0% | Reduced |
| Natixis | 188,279 | $12.8M | 0.06% | −10,246−5.2% | Reduced |
| Cornerstone Capital, Inc. | 189,130 | $12.9M | 1.81% | −45,555−19.4% | Reduced |
| Public Sector Pension Investment Board | 189,946 | $12.9M | 0.11% | +87,743+85.9% | Added |
| Utah Retirement Systems | 190,272 | $12.9M | 0.22% | +1,000+0.5% | Added |
| DekaBank Deutsche Girozentrale | 188,064 | $13.0M | 0.04% | +31,200+19.9% | Added |
| Sadoff Investment Management LLC | 191,971 | $13.1M | 1.02% | −2,280−1.2% | Reduced |
| Alberta Investment Management Corp | 196,119 | $13.3M | 0.10% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 196,524 | $13.4M | 0.06% | +11,648+6.3% | Added |
| Kestra Advisory Services, LLC | 196,918 | $13.4M | 0.14% | +39,882+25.4% | Added |
| C2C Wealth Management, LLC | 189,586 | $13.4M | 2.62% | −13,265−6.5% | Reduced |
| Verity & Verity, LLC | 203,892 | $13.9M | 2.23% | +4,025+2.0% | Added |
| Janus Henderson Group PLC | 205,077 | $14.0M | 0.01% | +16,613+8.8% | Added |
| Eaton Vance Management | 205,242 | $14.0M | 0.02% | +42,594+26.2% | Added |
| Nichols & Pratt Advisers LLP | 205,576 | $14.0M | 1.24% | +465+0.2% | Added |
| Railway Pension Investments Ltd | 206,100 | $14.0M | 0.15% | +124,200+151.6% | Added |
| Richard C. Young & CO., LTD. | 207,634 | $14.1M | 2.16% | −186−0.1% | Reduced |
| AE Wealth Management LLC | 207,705 | $14.1M | 0.11% | +9,231+4.7% | Added |
| Norris Perne & French LLP | 208,016 | $14.1M | 1.47% | +511+0.2% | Added |
| CCM Investment Advisers LLC | 208,860 | $14.2M | 2.42% | +5,504+2.7% | Added |
| Bridgewater Associates, LP | 214,669 | $14.6M | 0.07% | −279,871−56.6% | Reduced |
| Core Alternative Capital | 224,377 | $15.3M | 2.43% | +81,310+56.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 228,142 | $15.5M | 0.05% | +6,393+2.9% | Added |
| Cahaba Wealth Management, Inc. | 234,045 | $15.9M | 2.20% | −533−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 234,192 | $15.9M | 1.49% | −648−0.3% | Reduced |
| Davidson Investment Advisors | 236,072 | $16.1M | 1.35% | +6,953+3.0% | Added |
| Financial Counselors Inc | 241,240 | $16.4M | 0.40% | +1,349+0.6% | Added |
| Captrust Financial Advisors | 243,752 | $16.6M | 0.10% | +27,774+12.9% | Added |
| CWA Asset Management Group, LLC | 245,949 | $16.7M | 1.62% | −16,971−6.5% | Reduced |
| Acadian Asset Management LLC | 246,204 | $16.7M | 0.09% | +246,204 | New |
| USS Investment Management Ltd | 247,120 | $16.8M | 0.26% | −78,404−24.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 250,600 | $17.0M | 0.03% | −17,534−6.5% | Reduced |
| Nomura Asset Management Co Ltd | 254,029 | $17.3M | 0.11% | −352−0.1% | Reduced |
| Verition Fund Management LLC | 254,270 | $17.3M | 0.24% | −82,148−24.4% | Reduced |
| Swiss Life Asset Management Ltd | 256,142 | $17.4M | 0.30% | +5,537+2.2% | Added |
| DnB Asset Management AS | 257,149 | $17.5M | 0.13% | −843−0.3% | Reduced |
| Standard Life Aberdeen plc | 258,026 | $17.5M | 0.05% | +4,995+2.0% | Added |
| Van Eck Associates Corp | 258,835 | $17.6M | 0.05% | −7,357−2.8% | Reduced |
| Creative Planning | 261,577 | $17.8M | 0.03% | +2,587+1.0% | Added |