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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 5,214 | $355.0K | 0.27% | −200−3.7% | Reduced |
| REDW Wealth LLC | 5,236 | $356.0K | 0.14% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,229 | $356.0K | 0.10% | +208+4.1% | Added |
| J. L. Bainbridge & Co., Inc. | 5,248 | $357.0K | 0.06% | +3+0.1% | Added |
| Schmidt P J Investment Management Inc | 5,555 | $358.0K | 0.09% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,261 | $358.0K | 0.25% | −320−5.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,261 | $358.0K | 0.13% | +20+0.4% | Added |
| Rosenberg Matthew Hamilton | 5,260 | $358.0K | 0.14% | +376+7.7% | Added |
| Peachtree Investment Partners, LLC | 5,270 | $358.0K | 0.24% | +1,350+34.4% | Added |
| Cranbrook Wealth Management, LLC | 5,276 | $359.0K | 0.09% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,273 | $359.0K | 0.16% | +1,000+23.4% | Added |
| Private Capital Advisors, Inc. | 5,300 | $360.0K | 0.06% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,301 | $360.0K | 0.16% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,287 | $360.0K | 0.15% | +35+0.7% | Added |
| Sawyer & Company, Inc | 5,318 | $362.0K | 0.20% | −89−1.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,332 | $362.0K | 0.29% | −32−0.6% | Reduced |
| Sterling Manor Financial, LLC | 5,317 | $362.0K | 0.45% | 00.0% | Unchanged |
| Courier Capital LLC | 5,329 | $362.0K | 0.04% | +106+2.0% | Added |
| Campion Asset Management LLC | 5,340 | $363.0K | 0.38% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,350 | $364.0K | 0.01% | −500−8.5% | Reduced |
| Aevitas Wealth Management, Inc. | 5,381 | $366.0K | 0.28% | +23+0.4% | Added |
| Bienville Capital Management, LLC | 5,400 | $367.0K | 0.14% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5,423 | $369.0K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 5,443 | $370.0K | 0.08% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 5,454 | $371.0K | 0.27% | +10.0% | Added |
| Goodwin Daniel L | 5,450 | $371.0K | 0.21% | +1,850+51.4% | Added |
| Klingman & Associates, LLC | 5,464 | $372.0K | 0.04% | +42+0.8% | Added |
| Taylor Hoffman Wealth Management | 5,492 | $373.0K | 0.20% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 5,487 | $373.0K | 0.09% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,498 | $374.0K | 0.02% | −541−9.0% | Reduced |
| Arden Trust Co | 5,505 | $374.0K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 5,508 | $375.0K | 0.14% | −1,352−19.7% | Reduced |
| Flaharty Asset Management, LLC | 5,550 | $377.0K | 0.08% | +2,300+70.8% | Added |
| Kowal Investment Group, LLC | 5,589 | $380.0K | 0.13% | +620+12.5% | Added |
| DuPont Capital Management Corp | 5,612 | $382.0K | 0.02% | −2,157−27.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,614 | $382.0K | 0.34% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,613 | $382.0K | 0.06% | +1,490+36.1% | Added |
| Advisors Capital Management, LLC | 5,932 | $383.0K | 0.01% | −679−10.3% | Reduced |
| Verus Financial Partners, Inc. | 5,850 | $383.0K | 0.06% | −56−0.9% | Reduced |
| Waldron Private Wealth LLC | 5,639 | $383.0K | 0.02% | +8+0.1% | Added |
| Duncker Streett & Co Inc | 5,650 | $384.0K | 0.10% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 5,661 | $385.0K | 0.11% | −1,266−18.3% | Reduced |
| Telemus Capital, LLC | 5,669 | $385.0K | 0.04% | −54−0.9% | Reduced |
| XML Financial, LLC | 5,665 | $385.0K | 0.05% | +5,665 | New |
| LifePro Asset Management | 5,695 | $387.0K | 0.22% | +17+0.3% | Added |
| Appleton Partners Inc | 5,687 | $387.0K | 0.04% | +5,687 | New |
| Glen Eagle Advisors, LLC | 5,691 | $387.0K | 0.11% | −380−6.3% | Reduced |
| RSM US Wealth Management LLC | 5,707 | $388.0K | 0.02% | +85+1.5% | Added |
| St Germain D J Co Inc | 5,482 | $391.0K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,768 | $392.0K | 0.07% | +94+1.7% | Added |
| NFP Retirement, Inc. | 5,772 | $392.6K | 0.10% | −524−8.3% | Reduced |
| Keystone Financial Group | 5,794 | $394.0K | 0.08% | +168+3.0% | Added |
| Financial Advisory Service, Inc. | 5,798 | $394.0K | 0.04% | +320+5.8% | Added |
| Gratus Capital LLC | 5,801 | $394.0K | 0.04% | +1,145+24.6% | Added |
| Abound Wealth Management | 5,815 | $395.4K | 0.21% | +60+1.0% | Added |
| Formidable Asset Management, LLC | 6,075 | $399.0K | 0.09% | −109−1.8% | Reduced |
| Acorn Financial Advisory Services Inc | 5,894 | $401.0K | 0.10% | −30−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,903 | $402.0K | 0.04% | +448+8.2% | Added |
| Ballew Advisors, Inc | 6,283 | $402.0K | 0.36% | +6,283 | New |
| Xcel Wealth Management, LLC | 5,927 | $403.0K | 0.15% | −175−2.9% | Reduced |
| PFG Advisors | 5,927 | $403.0K | 0.05% | +1,215+25.8% | Added |
| Hanson & Doremus Investment Management | 5,955 | $405.0K | 0.10% | +184+3.2% | Added |
| Baker Boyer National Bank | 6,000 | $408.0K | 0.18% | 00.0% | Unchanged |
| Mathes Company, Inc. | 6,000 | $408.0K | 0.23% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,000 | $408.0K | 0.21% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6,011 | $409.0K | 0.27% | −3,482−36.7% | Reduced |
| Blueprint Investment Partners LLC | 6,022 | $409.0K | 0.11% | +1,978+48.9% | Added |
| Kingfisher Capital LLC | 6,016 | $409.0K | 0.11% | +6,016 | New |
| Summit Asset Management, LLC | 6,031 | $410.0K | 0.13% | +15+0.2% | Added |
| Marcum Wealth, LLC | 6,045 | $411.0K | 0.06% | −571−8.6% | Reduced |
| Davy Global Fund Management Ltd | 6,054 | $412.0K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,053 | $412.0K | 0.08% | +2,347+63.3% | Added |
| Greylin Investment Mangement Inc | 6,175 | $420.0K | 0.09% | −100−1.6% | Reduced |
| BCR Wealth Strategies, LLC | 6,170 | $420.0K | 0.43% | +4+0.1% | Added |
| Keebeck Wealth Management, LLC | 6,180 | $420.0K | 0.08% | +1,500+32.1% | Added |
| Marble Harbor Investment Counsel, LLC | 6,191 | $421.0K | 0.06% | +399+6.9% | Added |
| Exencial Wealth Advisors, LLC | 6,189 | $421.0K | 0.03% | +500+8.8% | Added |
| AMG National Trust Bank | 6,196 | $421.0K | 0.02% | +2,246+56.9% | Added |
| First International Bank & Trust | 6,205 | $422.0K | 0.16% | +381+6.5% | Added |
| First Citizens Bank & Trust Co | 6,269 | $426.0K | 0.01% | −1,460−18.9% | Reduced |
| Thoroughbred Financial Services, LLC | 6,290 | $427.0K | 0.08% | −100−1.6% | Reduced |
| Chicago Capital, LLC | 6,275 | $427.0K | 0.02% | −31−0.5% | Reduced |
| Cornerstone Wealth Management, LLC | 6,280 | $427.0K | 0.05% | +279+4.6% | Added |
| Shulman DeMeo Asset Management LLC | 6,349 | $432.0K | 0.15% | −27−0.4% | Reduced |
| First Farmers & Merchants Bank / Trust | 6,367 | $433.0K | 0.57% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 6,416 | $436.0K | 0.10% | +877+15.8% | Added |
| 1620 Investment Advisors, Inc. | 6,425 | $437.0K | 0.64% | +14+0.2% | Added |
| MUFG Americas Holdings Corp | 6,434 | $438.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds, LLC. | 6,474 | $440.0K | 0.32% | −10−0.2% | Reduced |
| Valley Brook Capital Group | 6,509 | $442.0K | 0.48% | −4−0.1% | Reduced |
| Cross Staff Investments Inc | 6,535 | $444.0K | 0.50% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 6,467 | $445.0K | 0.51% | −66−1.0% | Reduced |
| Hexagon Capital Partners LLC | 6,552 | $446.0K | 0.13% | +1,539+30.7% | Added |
| Quadrant Capital Group LLC | 6,572 | $447.0K | 0.06% | +1,312+24.9% | Added |
| Colonial Trust Advisors | 6,580 | $447.0K | 0.06% | +1,344+25.7% | Added |
| Trust Co of Toledo NA | 6,589 | $448.0K | 0.09% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6,626 | $451.0K | 0.06% | −44,189−87.0% | Reduced |
| Mechanics Financial Corp | 6,626 | $451.0K | 0.29% | −100−1.5% | Reduced |
| BLB&B Advisors, LLC | 6,635 | $451.0K | 0.04% | −25−0.4% | Reduced |
| Capula Management Ltd | 6,640 | $452.0K | 0.06% | +6,640 | New |