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 |
|---|---|---|---|---|---|
| Ascension Asset Management LLC | 4,302 | $293.0K | 0.23% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,316 | $293.0K | 0.00% | +200+4.9% | Added |
| Graypoint LLC | 4,312 | $293.0K | 0.04% | +619+16.8% | Added |
| Gsa Capital Partners LLP | 4,316 | $293.0K | 0.04% | +4,316 | New |
| Heritage Investors Management Corp | 4,323 | $294.0K | 0.01% | −510−10.6% | Reduced |
| SFMG, LLC | 4,773 | $294.0K | 0.03% | +5+0.1% | Added |
| Forum Financial Management, LP | 4,324 | $294.0K | 0.01% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 4,332 | $295.0K | 0.06% | −22,812−84.0% | Reduced |
| Kenfarb & Co. | 4,345 | $295.0K | 0.28% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,345 | $295.0K | 0.13% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 4,351 | $296.0K | 0.07% | −235−5.1% | Reduced |
| Boenning & Scattergood, Inc. | 4,353 | $296.0K | 0.06% | −64−1.4% | Reduced |
| Spearhead Capital Advisors, LLC | 4,363 | $297.0K | 0.32% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 4,380 | $298.0K | 0.09% | −200−4.4% | Reduced |
| Resource Planning Group | 4,380 | $298.0K | 0.26% | −7−0.2% | Reduced |
| Tranquility Partners, LLC | 4,384 | $298.0K | 0.17% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,377 | $298.0K | 0.08% | +23+0.5% | Added |
| Altman Advisors, Inc. | 4,400 | $299.0K | 0.19% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,400 | $299.0K | 0.35% | −150−3.3% | Reduced |
| Hoylecohen, LLC | 4,395 | $299.0K | 0.03% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,394 | $299.0K | 0.05% | +36+0.8% | Added |
| MBA Advisors LLC | 4,412 | $300.0K | 0.22% | 00.0% | Unchanged |
| Investment House LLC | 4,408 | $300.0K | 0.03% | +3+0.1% | Added |
| Chicago Partners Investment Group LLC | 4,735 | $300.0K | 0.02% | +948+25.0% | Added |
| Prio Wealth Limited Partnership | 4,424 | $300.8K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,446 | $302.0K | 0.14% | +1,200+37.0% | Added |
| Smith Anglin Financial, LLC | 4,492 | $305.0K | 0.06% | +7+0.2% | Added |
| Royal Fund Management, LLC | 4,494 | $305.0K | 0.06% | +485+12.1% | Added |
| High Falls Advisors, Inc | 4,516 | $307.0K | 0.10% | +3+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 4,550 | $309.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4,558 | $310.0K | 0.10% | −168−3.6% | Reduced |
| Altfest L J & Co Inc | 4,552 | $310.0K | 0.06% | +56+1.2% | Added |
| Stonebridge Capital Advisors LLC | 4,595 | $312.0K | 0.04% | −822−15.2% | Reduced |
| Wela Strategies, Inc. | 4,604 | $313.0K | 0.21% | −332−6.7% | Reduced |
| Seelaus Asset Management LLC | 4,610 | $313.0K | 0.25% | 00.0% | Unchanged |
| Brown Financial Advisory | 4,614 | $314.0K | 0.30% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,623 | $314.0K | 0.05% | +34+0.7% | Added |
| Eqis Capital Management, Inc. | 4,626 | $314.6K | 0.04% | +241+5.5% | Added |
| Jeppson Wealth Management, LLC | 4,634 | $315.0K | 0.14% | +200+4.5% | Added |
| Thrive Wealth Management, LLC | 4,637 | $315.0K | 0.11% | +329+7.6% | Added |
| RB Capital Management, LLC | 4,626 | $315.0K | 0.12% | +4,626 | New |
| Violich Capital Management, Inc. | 4,661 | $317.0K | 0.06% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 4,670 | $318.0K | 0.05% | −600−11.4% | Reduced |
| AMJ Financial Wealth Management | 4,678 | $318.0K | 0.21% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,693 | $319.0K | 0.16% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,684 | $319.0K | 0.28% | +10.0% | Added |
| Redwood Financial Network Corp | 4,689 | $319.0K | 0.36% | +14+0.3% | Added |
| Ausdal Financial Partners, Inc. | 4,713 | $320.0K | 0.05% | −215−4.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,712 | $320.0K | 0.04% | 00.0% | Unchanged |
| Boston Research & Management Inc | 4,710 | $320.0K | 0.11% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,701 | $320.0K | 0.28% | 00.0% | Unchanged |
| Pendal Group Limited | 4,733 | $322.0K | 0.00% | −286−5.7% | Reduced |
| Bank of Stockton | 4,730 | $322.0K | 0.12% | −125−2.6% | Reduced |
| First Financial Bank - Trust Division | 4,729 | $322.0K | 0.04% | −8−0.2% | Reduced |
| Autumn Glory Partners, LLC | 4,735 | $322.0K | 0.22% | 00.0% | Unchanged |
| Platform Technology Partners | 4,755 | $323.0K | 0.18% | −246−4.9% | Reduced |
| Triad Financial Advisors, Inc. | 4,753 | $323.0K | 0.18% | −29−0.6% | Reduced |
| Institute for Wealth Management, LLC. | 4,758 | $324.0K | 0.07% | +10.0% | Added |
| Baldwin Investment Management, LLC | 4,800 | $326.0K | 0.13% | −350−6.8% | Reduced |
| Founders Financial Alliance, LLC | 4,794 | $326.0K | 0.17% | −205−4.1% | Reduced |
| Independence Bank of Kentucky | 4,787 | $326.0K | 0.16% | −63−1.3% | Reduced |
| Charles Carroll Financial Partners, LLC | 4,800 | $326.0K | 0.53% | 00.0% | Unchanged |
| Cypress Capital Group | 4,812 | $327.0K | 0.05% | −453−8.6% | Reduced |
| Parsec Financial Management, Inc. | 4,823 | $328.0K | 0.02% | −230−4.6% | Reduced |
| JT Stratford LLC | 4,824 | $328.0K | 0.12% | −192−3.8% | Reduced |
| BEAM Asset Management, LLC | 4,820 | $328.0K | 0.37% | −31−0.6% | Reduced |
| TCI Wealth Advisors, Inc. | 4,848 | $330.0K | 0.05% | −534−9.9% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $332.0K | 0.21% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,181 | $332.0K | 0.11% | +2,209+74.3% | Added |
| Rossmore Private Capital | 4,899 | $333.0K | 0.06% | +254+5.5% | Added |
| CMG Global Holdings, LLC | 4,930 | $335.0K | 0.36% | −5−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,921 | $335.0K | 0.01% | +300+6.5% | Added |
| Hall Capital Management Co Inc | 4,926 | $335.0K | 0.22% | +4,926 | New |
| Wealthstar Advisors, LLC | 4,913 | $335.0K | 0.16% | +4,913 | New |
| WMG Financial Advisors, LLC | 4,927 | $337.0K | 0.30% | +75+1.5% | Added |
| Connolly Sarah T. | 5,000 | $340.0K | 0.25% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,000 | $340.0K | 0.37% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 5,007 | $340.0K | 0.03% | +10+0.2% | Added |
| Bedel Financial Consulting, Inc. | 5,379 | $341.0K | 0.09% | −500−8.5% | Reduced |
| Domani Wealth, LLC | 5,017 | $341.0K | 0.10% | +333+7.1% | Added |
| Vise Technologies, Inc. | 5,017 | $341.0K | 0.13% | +1,225+32.3% | Added |
| WealthTrust Axiom LLC | 5,038 | $342.0K | 0.13% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 4,898 | $343.0K | 0.20% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,043 | $343.0K | 0.05% | −47−0.9% | Reduced |
| PBMares Wealth Management LLC | 5,096 | $346.0K | 0.15% | −250−4.7% | Reduced |
| Fusion Capital, LLC | 5,079 | $346.0K | 0.23% | −70−1.4% | Reduced |
| DRW Securities, L.L.C. | 5,095 | $346.0K | 0.11% | +5,095 | New |
| Glassman Wealth Services | 5,099 | $347.0K | 0.07% | +217+4.4% | Added |
| Flagship Harbor Advisors, LLC | 5,096 | $347.0K | 0.04% | +1,090+27.2% | Added |
| KRS Capital Management, LLC | 5,127 | $348.0K | 0.52% | −31−0.6% | Reduced |
| Morris Financial Concepts, Inc. | 5,121 | $348.0K | 0.36% | +975+23.5% | Added |
| Summit Financial Wealth Advisors, LLC | 5,350 | $349.0K | 0.10% | −50−0.9% | Reduced |
| Wambolt & Associates, LLC | 5,130 | $349.0K | 0.15% | +3+0.1% | Added |
| Patriot Investment Management Inc. | 5,168 | $351.0K | 0.04% | −96−1.8% | Reduced |
| Lee Danner & Bass Inc | 5,161 | $351.0K | 0.04% | +16+0.3% | Added |
| Sargent Bickham Lagudis LLC | 5,173 | $352.0K | 0.03% | +78+1.5% | Added |
| Wagner Wealth Management, LLC | 5,197 | $353.0K | 0.26% | −1,576−23.3% | Reduced |
| Quantinno Capital Management LP | 5,187 | $353.0K | 0.05% | +1,549+42.6% | Added |
| Auxano Advisors, LLC | 5,200 | $354.0K | 0.16% | +5,200 | New |
| AlphaStar Capital Management, LLC | 5,225 | $355.0K | 0.04% | −223−4.1% | Reduced |