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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 2,385 | $162.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 2,378 | $162.0K | 0.05% | +2,378 | New |
| Essex Investment Management Co LLC | 2,400 | $163.0K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 2,414 | $164.0K | 0.02% | −2,232−48.0% | Reduced |
| Column Capital Advisors, LLC | 2,406 | $164.0K | 0.03% | −400−14.3% | Reduced |
| Tompkins Financial Corp | 2,455 | $167.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 2,495 | $169.0K | 0.00% | +10.0% | Added |
| Westside Investment Management, Inc. | 2,510 | $170.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,622 | $178.0K | 0.03% | +532+25.5% | Added |
| Horan Securities, Inc. | 2,639 | $179.0K | 0.11% | −387−12.8% | Reduced |
| Howe & Rusling Inc | 2,678 | $182.0K | 0.02% | +103+4.0% | Added |
| PYA Waltman Capital, LLC | 2,696 | $183.0K | 0.11% | 00.0% | Unchanged |
| TFC Financial Management | 2,722 | $185.0K | 0.06% | +1,000+58.1% | Added |
| Community Bank, N.A. | 2,784 | $189.0K | 0.03% | −1,265−31.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,800 | $190.0K | 0.06% | −660−19.1% | Reduced |
| Ellis Investment Partners, LLC | 2,799 | $190.0K | 0.05% | +18+0.6% | Added |
| AIA Group Ltd | 2,806 | $191.0K | 0.01% | −1,728−38.1% | Reduced |
| Motco | 2,805 | $191.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 2,835 | $193.0K | 0.13% | −45−1.6% | Reduced |
| AlphaMark Advisors, LLC | 2,846 | $194.0K | 0.10% | −200−6.6% | Reduced |
| Rock Creek Group, LP | 2,892 | $197.0K | 0.03% | +1,174+68.3% | Added |
| Beaird Harris Wealth Management, LLC | 2,893 | $197.0K | 0.04% | +2,793+2,793.0% | Added |
| JJJ Advisors Inc. | 3,123 | $200.0K | 0.07% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,945 | $200.0K | 0.05% | +2+0.1% | Added |
| LexAurum Advisors, LLC | 2,945 | $200.0K | 0.08% | +10.0% | Added |
| Forefront Wealth Management Inc. | 2,941 | $200.0K | 0.28% | +2+0.1% | Added |
| Satovsky Asset Management LLC | 2,939 | $200.0K | 0.12% | +25+0.9% | Added |
| Cannon Financial Strategists, Inc. | 2,955 | $200.9K | 0.08% | −605−17.0% | Reduced |
| Cadence Bank NA | 2,952 | $201.0K | 1.25% | −2,720−48.0% | Reduced |
| Whittier Trust Co | 2,960 | $201.0K | 0.00% | −334−10.1% | Reduced |
| Alpha Omega Wealth Management LLC | 2,960 | $201.0K | 0.04% | 00.0% | Unchanged |
| Inverness Counsel LLC | 2,950 | $201.0K | 0.01% | +2,950 | New |
| Buck Wealth Strategies, LLC | 3,109 | $201.2K | 0.09% | +3,109 | New |
| Klingenstein Fields & Co LP | 2,978 | $203.0K | 0.01% | −200−6.3% | Reduced |
| Cedar Mountain Advisors, LLC | 2,988 | $203.0K | 0.07% | +11+0.4% | Added |
| Madrona Financial Services, LLC | 3,000 | $204.0K | 0.13% | −30−1.0% | Reduced |
| Weybosset Research & Management LLC | 3,000 | $204.0K | 0.09% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $204.0K | 0.21% | 00.0% | Unchanged |
| Corsicana & Co. | 3,000 | $204.0K | 0.17% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,997 | $204.0K | 0.13% | +18+0.6% | Added |
| KC Investment Advisors, LLC | 2,994 | $204.0K | 0.18% | +2,994 | New |
| Enterprise Financial Services Corp | 3,017 | $205.0K | 0.15% | −204−6.3% | Reduced |
| VeraBank, N.A. | 3,012 | $205.0K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,035 | $206.0K | 0.02% | −11−0.4% | Reduced |
| Octavia Wealth Advisors, LLC | 3,082 | $210.0K | 0.06% | +148+5.0% | Added |
| Secure Asset Management, LLC | 3,101 | $211.0K | 0.12% | −155−4.8% | Reduced |
| Hemenway Trust Co LLC | 3,100 | $211.0K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,107 | $211.0K | 0.03% | +3,107 | New |
| Summit Wealth Partners, LLC | 3,120 | $212.2K | 0.06% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 3,139 | $213.0K | 0.00% | 00.0% | Unchanged |
| Tufton Capital Management | 3,132 | $213.0K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,127 | $213.0K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 3,131 | $213.0K | 0.03% | +165+5.6% | Added |
| Wedgewood Investors Inc | 3,150 | $214.0K | 0.33% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $215.0K | 0.06% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,162 | $215.0K | 0.21% | −314−9.0% | Reduced |
| CRA Financial Services, LLC | 3,167 | $215.0K | 0.08% | −70−2.2% | Reduced |
| Biltmore Wealth Management, LLC | 3,169 | $215.0K | 0.10% | +2+0.1% | Added |
| Cedar Brook Financial Partners, LLC | 3,167 | $215.4K | 0.07% | −1,436−31.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,377 | $216.0K | 0.19% | −110−3.2% | Reduced |
| Boston Trust Walden Corp | 3,175 | $216.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 3,192 | $217.0K | 0.02% | +22+0.7% | Added |
| Bank of Nova Scotia Trust Co | 3,206 | $218.0K | 0.02% | +46+1.5% | Added |
| Bangor Savings Bank | 3,225 | $219.0K | 0.03% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,248 | $221.0K | 0.02% | −765−19.1% | Reduced |
| Girard Partners Ltd. | 3,264 | $221.0K | 0.03% | −117−3.5% | Reduced |
| First Interstate Bank | 3,252 | $221.0K | 0.02% | +3,252 | New |
| Campbell Wealth Management | 3,255 | $221.0K | 0.03% | +3,255 | New |
| Boyar Asset Management Inc. | 3,265 | $222.0K | 0.18% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 19,283 | $222.0K | 0.03% | +19,283 | New |
| WealthTrust Asset Management, LLC | 3,279 | $223.0K | 0.24% | +7+0.2% | Added |
| WealthPlan Investment Management, LLC | 3,253 | $223.0K | 0.02% | +3,253 | New |
| Meridian Financial, LLC | 3,281 | $223.2K | 0.26% | −151−4.4% | Reduced |
| Zullo Investment Group, Inc. | 3,311 | $225.0K | 0.15% | −93−2.7% | Reduced |
| Wintrust Investments LLC | 3,318 | $226.0K | 0.03% | −2,056−38.3% | Reduced |
| Semmax Financial Advisors Inc. | 3,565 | $226.0K | 0.10% | +29+0.8% | Added |
| CX Institutional | 3,319 | $226.0K | 0.02% | −105−3.1% | Reduced |
| Eagle Rock Investment Company, LLC | 3,321 | $226.0K | 0.06% | +3,321 | New |
| OmniStar Financial Group, Inc. | 3,351 | $227.0K | 0.27% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,352 | $228.0K | 0.01% | +3,352 | New |
| Fort Washington Investment Advisors Inc | 3,369 | $229.0K | 0.00% | −500−12.9% | Reduced |
| West Paces Advisors Inc. | 3,373 | $229.4K | 0.08% | −5−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 3,393 | $231.0K | 0.03% | −5,290−60.9% | Reduced |
| Insight Advisors, LLC | 3,399 | $231.0K | 0.09% | −18−0.5% | Reduced |
| Anchor Capital Advisors LLC | 3,400 | $231.0K | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 3,401 | $231.0K | 0.03% | +110+3.3% | Added |
| Milestone Advisory Partners | 3,408 | $232.0K | 0.17% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,417 | $232.0K | 0.12% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,253 | $232.0K | 0.03% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,432 | $233.0K | 0.02% | −53−1.5% | Reduced |
| DF Dent & Co Inc | 3,424 | $233.0K | 0.00% | −38−1.1% | Reduced |
| Annex Advisory Services, LLC | 3,447 | $234.0K | 0.02% | −31−0.9% | Reduced |
| Investors Asset Management of Georgia Inc | 3,445 | $234.0K | 0.12% | +152+4.6% | Added |
| Apexium Financial, LP | 3,463 | $235.0K | 0.03% | +3,463 | New |
| Private Portfolio Partners LLC | 3,459 | $235.2K | 0.07% | +19+0.6% | Added |
| Ballentine Partners, LLC | 3,467 | $236.0K | 0.01% | +3,467 | New |
| Ironsides Asset Advisors, LLC | 3,470 | $236.0K | 0.11% | +3,470 | New |
| Mairs & Power Inc | 3,500 | $238.0K | 0.00% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 3,498 | $238.0K | 0.35% | 00.0% | Unchanged |
| David Loasby | 3,748 | $240.0K | 0.04% | +43+1.2% | Added |