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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Global Trust Asset Management, LLC | 663 | $45.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 669 | $45.0K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 695 | $47.0K | 0.01% | +76+12.3% | Added |
| Logan Capital Management Inc | 700 | $48.0K | 0.00% | −64−8.4% | Reduced |
| Siena Capital LLC | 708 | $48.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 700 | $48.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $48.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $48.0K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 700 | $48.0K | 0.10% | +700 | New |
| HighMark Wealth Management LLC | 718 | $49.0K | 0.04% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 715 | $49.0K | 0.06% | +68+10.5% | Added |
| Altshuler Shaham Ltd | 722 | $50.0K | 0.00% | −104−12.6% | Reduced |
| Missouri Trust & Investment Co | 735 | $50.0K | 0.03% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 736 | $50.0K | 0.04% | +700+1,944.4% | Added |
| Aspire Private Capital, LLC | 743 | $51.0K | 0.02% | −140−15.9% | Reduced |
| Antonetti Capital Management LLC | 760 | $52.0K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 757 | $52.0K | 0.00% | +30+4.1% | Added |
| Focused Wealth Management, Inc | 773 | $53.0K | 0.01% | −86−10.0% | Reduced |
| Riverview Trust Co | 801 | $54.0K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 807 | $55.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 820 | $56.0K | 0.04% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 850 | $58.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 852 | $58.0K | 0.01% | +111+15.0% | Added |
| McIlrath & Eck, LLC | 863 | $59.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 864 | $59.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 842 | $60.0K | 0.03% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 914 | $62.0K | 0.05% | 00.0% | Unchanged |
| Pflug Koory, LLC | 948 | $64.0K | 0.04% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 938 | $64.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 942 | $64.0K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 943 | $64.0K | 0.06% | +200+26.9% | Added |
| Lee Financial Co | 967 | $66.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 972 | $66.0K | 0.01% | +972 | New |
| Rise Advisors, LLC | 1,012 | $69.0K | 0.06% | +77+8.2% | Added |
| American National Bank | 1,025 | $70.0K | 0.02% | +42+4.3% | Added |
| Heritage Wealth Management, LLC | 1,045 | $71.0K | 0.02% | +23+2.3% | Added |
| IAG Wealth Partners, LLC | 1,060 | $72.0K | 0.02% | −2,373−69.1% | Reduced |
| Cowa, LLC | 1,065 | $72.0K | 0.05% | +1,065 | New |
| Trust Co | 1,093 | $74.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,097 | $74.0K | 0.03% | +1,097 | New |
| Assetmark, Inc | 1,148 | $78.0K | 0.00% | −688−37.5% | Reduced |
| Cyrus J. Lawrence, LLC | 1,167 | $79.0K | 0.02% | −1,450−55.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,225 | $83.0K | 0.01% | +80+7.0% | Added |
| MV Capital Management, Inc. | 1,230 | $84.0K | 0.01% | +166+15.6% | Added |
| Evoke Wealth, LLC | 1,256 | $85.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,285 | $90.0K | 0.07% | +4+0.3% | Added |
| M&R Capital Management Inc | 1,350 | $91.0K | 0.03% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,341 | $91.0K | 0.06% | +11+0.8% | Added |
| Clearview Wealth Advisors LLC | 1,401 | $95.0K | 0.08% | +2+0.1% | Added |
| GHP Investment Advisors, Inc. | 1,395 | $95.0K | 0.01% | +295+26.8% | Added |
| Ci Investments Inc. | 1,413 | $96.0K | 0.00% | +1,284+995.3% | Added |
| Proffitt & Goodson Inc | 1,429 | $97.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,449 | $99.0K | 0.06% | −123−7.8% | Reduced |
| MBM Wealth Consultants, LLC | 1,446 | $101.0K | 0.05% | +344+31.2% | Added |
| NVWM, LLC | 1,495 | $102.0K | 0.04% | −632−29.7% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $102.0K | 0.05% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,529 | $104.0K | 0.07% | +243+18.9% | Added |
| Accel Wealth Management | 1,474 | $104.0K | 0.06% | +3+0.2% | Added |
| Parkside Financial Bank & Trust | 1,540 | $104.0K | 0.03% | +94+6.5% | Added |
| Wellington Shields Capital Management, LLC | 1,544 | $105.0K | 0.02% | +1+0.1% | Added |
| Beacon Capital Management, LLC | 1,459 | $105.0K | 0.03% | −15−1.0% | Reduced |
| Princeton Global Asset Management LLC | 1,547 | $105.0K | 0.04% | +200+14.8% | Added |
| Providence Capital Advisors, LLC | 1,555 | $106.0K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,553 | $106.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,553 | $106.0K | 0.02% | +11+0.7% | Added |
| Alpha Paradigm Partners, LLC | 1,581 | $108.0K | 0.05% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,596 | $109.0K | 0.00% | −18−1.1% | Reduced |
| Quent Capital, LLC | 1,624 | $110.0K | 0.02% | +50+3.2% | Added |
| Center for Financial Planning, Inc. | 1,660 | $113.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,657 | $113.0K | 0.01% | +42+2.6% | Added |
| Sound Income Strategies, LLC | 1,687 | $115.0K | 0.02% | −23−1.3% | Reduced |
| Vigilant Capital Management, LLC | 1,700 | $116.0K | 0.01% | −500−22.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,722 | $117.0K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,720 | $117.0K | 0.09% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $117.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,715 | $117.0K | 0.02% | +193+12.7% | Added |
| Bogart Wealth, LLC | 1,741 | $118.0K | 0.01% | +152+9.6% | Added |
| Northwest Investment Counselors, LLC | 1,750 | $119.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,793 | $122.0K | 0.06% | +15+0.8% | Added |
| Baystate Wealth Management LLC | 1,842 | $125.0K | 0.01% | −329−15.2% | Reduced |
| Smithfield Trust Co | 1,960 | $133.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,990 | $135.0K | 0.02% | −337−14.5% | Reduced |
| Bank of New Hampshire | 2,030 | $138.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,030 | $138.0K | 1.86% | +1,940+2,155.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,038 | $139.0K | 0.09% | +398+24.3% | Added |
| DT Investment Partners, LLC | 2,080 | $141.0K | 0.02% | −2,080−50.0% | Reduced |
| Clear Investment Research, LLC | 2,090 | $142.0K | 0.30% | 00.0% | Unchanged |
| Avion Wealth | 2,162 | $147.0K | 0.05% | −34−1.5% | Reduced |
| Versant Capital Management, Inc | 2,171 | $148.0K | 0.06% | +25+1.2% | Added |
| Toth Financial Advisory Corp | 2,186 | $149.0K | 0.03% | +4+0.2% | Added |
| Interactive Financial Advisors | 2,208 | $150.0K | 0.09% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2,226 | $151.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2,220 | $151.0K | 0.03% | +15+0.7% | Added |
| CVA Family Office, LLC | 2,215 | $151.0K | 0.04% | +205+10.2% | Added |
| Carolinas Wealth Consulting LLC | 49,267 | $154.0K | 0.04% | −90−0.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,223 | $154.0K | 0.00% | +2,223 | New |
| Thompson Siegel & Walmsley LLC | 2,283 | $155.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,305 | $156.7K | 0.09% | −971−29.6% | Reduced |
| Tevis Investment Management | 2,338 | $159.0K | 0.15% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,379 | $161.8K | 0.15% | 00.0% | Unchanged |