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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 3,533 | $240.0K | 0.05% | +10.0% | Added |
| World Equity Group, Inc. | 3,537 | $240.5K | 0.06% | +153+4.5% | Added |
| Fulton Breakefield Broenniman LLC | 3,549 | $241.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,560 | $242.0K | 0.24% | −89−2.4% | Reduced |
| Wealthspan Partners, LLC | 3,560 | $242.0K | 0.25% | +610+20.7% | Added |
| Aviance Capital Partners, LLC | 3,568 | $243.0K | 0.06% | −4,385−55.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,576 | $243.0K | 0.18% | −15−0.4% | Reduced |
| Gray Wealth Management Inc. | 3,591 | $244.0K | 0.16% | +4+0.1% | Added |
| Centiva Capital, LP | 3,586 | $244.0K | 0.02% | +3,586 | New |
| Jacobs Levy Equity Management, Inc | 3,608 | $245.0K | 0.00% | −68,244−95.0% | Reduced |
| Journey Advisory Group, LLC | 3,605 | $245.0K | 0.06% | −1,500−29.4% | Reduced |
| Trust Co of Virginia | 3,600 | $245.0K | 0.03% | −166−4.4% | Reduced |
| Capstone Financial Advisors, Inc. | 3,607 | $245.0K | 0.02% | +300+9.1% | Added |
| Sweet Financial Partners, LLC | 3,606 | $245.0K | 0.08% | +333+10.2% | Added |
| Nikulski Financial, Inc. | 3,620 | $246.0K | 0.13% | +450+14.2% | Added |
| Spire Wealth Management | 3,627 | $247.0K | 0.01% | −15,056−80.6% | Reduced |
| Arlington Partners LLC | 3,625 | $247.0K | 0.10% | −116−3.1% | Reduced |
| Samalin Investment Counsel, LLC | 3,639 | $247.0K | 0.18% | +7+0.2% | Added |
| Colonial River Wealth Management, LLC | 3,653 | $248.0K | 0.17% | −592−13.9% | Reduced |
| Davis R M Inc | 3,652 | $248.0K | 0.01% | −25−0.7% | Reduced |
| Athena Investment Management | 3,663 | $249.0K | 0.21% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 3,672 | $250.0K | 0.08% | −724−16.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 3,670 | $250.0K | 0.12% | −400−9.8% | Reduced |
| Drake & Associates, LLC | 3,674 | $250.0K | 0.14% | −219−5.6% | Reduced |
| WealthBridge Capital Management, LLC | 3,501 | $250.0K | 0.11% | 00.0% | Unchanged |
| King Wealth | 3,709 | $252.0K | 0.06% | −500−11.9% | Reduced |
| Nadler Financial Group, Inc. | 3,701 | $252.0K | 0.05% | +250+7.2% | Added |
| Alaethes Wealth LLC | 3,725 | $253.0K | 0.19% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,725 | $253.0K | 0.06% | +175+4.9% | Added |
| MCF Advisors LLC | 3,757 | $255.0K | 0.03% | +5+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 3,764 | $255.0K | 0.03% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,750 | $255.0K | 0.18% | +500+15.4% | Added |
| Cypress Capital Management LLC | 3,760 | $256.0K | 0.05% | −100−2.6% | Reduced |
| Sutton Wealth Advisors Inc. | 3,808 | $258.9K | 0.11% | +10+0.3% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $259.0K | 0.12% | −400−9.5% | Reduced |
| Client 1st Advisory Group, LLC | 3,805 | $259.0K | 0.16% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,821 | $260.0K | 0.07% | +17+0.4% | Added |
| QVR LLC | 3,878 | $264.0K | 0.24% | +3,878 | New |
| TD Waterhouse Canada Inc. | 3,744 | $264.4K | 0.00% | −200−5.1% | Reduced |
| Beck Mack & Oliver LLC | 3,900 | $265.0K | 0.01% | −52−1.3% | Reduced |
| Peak Asset Management, LLC | 3,900 | $265.0K | 0.08% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,896 | $265.0K | 0.13% | +34+0.9% | Added |
| S.E.E.D. Planning Group LLC | 3,916 | $266.0K | 0.12% | −7−0.2% | Reduced |
| Relative Value Partners Group, LLC | 3,910 | $266.0K | 0.02% | +3,910 | New |
| apricus wealth, LLC | 3,925 | $267.0K | 0.27% | −500−11.3% | Reduced |
| Bourne Lent Asset Management Inc | 3,931 | $267.0K | 0.12% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,931 | $267.0K | 0.00% | +449+12.9% | Added |
| WMS Partners, LLC | 3,937 | $268.0K | 0.04% | −52−1.3% | Reduced |
| FLC Capital Advisors | 3,940 | $268.0K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,947 | $268.0K | 0.06% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 3,939 | $268.0K | 0.03% | +2+0.1% | Added |
| Financial Architects, Inc | 3,946 | $268.0K | 0.05% | +3,946 | New |
| Advisory Alpha, LLC | 3,958 | $269.0K | 0.02% | +112+2.9% | Added |
| Childress Capital Advisors, LLC | 3,889 | $269.0K | 0.10% | +61+1.6% | Added |
| TRUE Private Wealth Advisors | 3,981 | $270.0K | 0.04% | −33−0.8% | Reduced |
| RNC Capital Management LLC | 3,988 | $271.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 3,998 | $271.9K | 0.24% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,000 | $272.0K | 0.08% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 4,011 | $273.0K | 0.08% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,035 | $274.0K | 0.20% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 4,025 | $274.0K | 0.13% | 00.0% | Unchanged |
| Schubert & Co | 4,033 | $274.0K | 0.26% | +12+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $275.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,044 | $275.0K | 0.05% | +728+22.0% | Added |
| Heritage Wealth Advisors | 4,052 | $275.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 4,075 | $277.0K | 0.01% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,068 | $277.0K | 0.17% | +131+3.3% | Added |
| Sabal Trust CO | 4,068 | $277.0K | 0.02% | +1,161+39.9% | Added |
| AllGen Financial Advisors, Inc. | 4,086 | $277.8K | 0.22% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 4,086 | $278.0K | 0.80% | −644−13.6% | Reduced |
| Eads & Heald Wealth Management | 4,085 | $278.0K | 0.16% | −55−1.3% | Reduced |
| Providence First Trust Co | 4,087 | $278.0K | 0.17% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,082 | $278.0K | 0.09% | +38+0.9% | Added |
| Bill Few Associates, Inc. | 4,097 | $278.0K | 0.19% | +250+6.5% | Added |
| Townsend Asset Management Corp | 4,100 | $279.0K | 0.16% | +26+0.6% | Added |
| Independent Solutions Wealth Management, LLC | 4,105 | $279.1K | 0.09% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,132 | $281.0K | 0.02% | −4,342−51.2% | Reduced |
| LCM Capital Management Inc | 4,137 | $281.0K | 0.30% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,152 | $282.0K | 0.00% | −2,652−39.0% | Reduced |
| Thompson Investment Management, Inc. | 4,149 | $282.0K | 0.05% | +81+2.0% | Added |
| Mirador Capital Partners LP | 4,161 | $283.0K | 0.07% | −32−0.8% | Reduced |
| Norwood Financial Corp | 4,158 | $283.0K | 0.50% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,162 | $283.0K | 0.04% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,163 | $283.0K | 0.04% | +51+1.2% | Added |
| Altus Wealth Management, LLC | 4,176 | $284.0K | 0.24% | +10.0% | Added |
| 1st Source Bank | 4,211 | $286.0K | 0.02% | −325−7.2% | Reduced |
| Financial Management Professionals, Inc. | 4,202 | $286.0K | 0.07% | −162−3.7% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $286.0K | 0.08% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 4,213 | $286.0K | 0.19% | +4,213 | New |
| YHB Investment Advisors, Inc. | 4,214 | $287.0K | 0.03% | −100−2.3% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 4,239 | $288.0K | 0.09% | −1,454−25.5% | Reduced |
| Joel Isaacson & Co., LLC | 4,238 | $288.0K | 0.02% | −1,313−23.7% | Reduced |
| Southland Equity Partners LLC | 4,240 | $288.4K | 0.14% | +100+2.4% | Added |
| Deseret Mutual Benefit Administrators | 4,261 | $290.0K | 0.08% | −1,225−22.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,257 | $290.0K | 0.17% | +15+0.4% | Added |
| Fundamentun, LLC | 4,261 | $290.0K | 0.06% | +1,085+34.2% | Added |
| Evergreen Capital Management LLC | 4,264 | $290.0K | 0.02% | +4,264 | New |
| Cornerstone Advisory, LLC | 4,299 | $292.0K | 0.07% | −80−1.8% | Reduced |
| Thomas Story & Son LLC | 4,300 | $292.0K | 0.15% | 00.0% | Unchanged |
| JB Capital LLC | 4,313 | $293.0K | 0.03% | −142−3.2% | Reduced |