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 |
|---|---|---|---|---|---|
| MKT Advisors LLC | 6,675 | $454.0K | 0.39% | +80+1.2% | Added |
| LVZ Advisors, Inc. | 6,693 | $455.0K | 0.08% | +26+0.4% | Added |
| Carroll Investors, Inc | 6,692 | $456.0K | 0.37% | +1,006+17.7% | Added |
| LCNB Corp | 6,718 | $457.0K | 0.25% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 6,734 | $458.0K | 0.10% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,822 | $464.0K | 0.11% | −100−1.4% | Reduced |
| Cohen Investment Advisors LLC | 6,841 | $465.0K | 0.43% | +50+0.7% | Added |
| Cozad Asset Management Inc | 6,874 | $467.0K | 0.08% | +12+0.2% | Added |
| Clear Street Markets LLC | 6,869 | $467.0K | 0.09% | +2,946+75.1% | Added |
| Mraz, Amerine & Associates, Inc. | 6,890 | $469.0K | 0.13% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 6,892 | $469.0K | 0.12% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,913 | $470.0K | 0.15% | −655−8.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,922 | $471.0K | 0.21% | −100−1.4% | Reduced |
| Renasant Bank | 6,958 | $473.0K | 0.42% | −966−12.2% | Reduced |
| Covington Capital Management | 6,953 | $473.0K | 0.02% | +481+7.4% | Added |
| Lathrop Investment Management Corp | 6,970 | $474.0K | 0.13% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 6,983 | $475.0K | 0.35% | −934−11.8% | Reduced |
| Bremer Bank National Association | 7,013 | $477.0K | 0.11% | −565−7.5% | Reduced |
| City State Bank | 7,010 | $477.0K | 0.33% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,004 | $477.0K | 0.13% | +52+0.7% | Added |
| David J Yvars Group | 7,024 | $478.0K | 0.53% | +30.0% | Added |
| Ashton Thomas Private Wealth, LLC | 7,046 | $479.1K | 0.05% | −237−3.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,081 | $482.0K | 0.05% | −50−0.7% | Reduced |
| Searle & Co. | 7,100 | $483.0K | 0.19% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 7,100 | $483.0K | 1.07% | +7,100 | New |
| Ahrens Investment Partners LLC | 7,112 | $484.0K | 0.26% | +100+1.4% | Added |
| MJP Associates Inc | 7,139 | $485.0K | 0.15% | +704+10.9% | Added |
| Summit Trail Advisors, LLC | 7,140 | $486.0K | 0.03% | +977+15.9% | Added |
| Sentry Investment Management LLC | 7,160 | $487.0K | 0.23% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,164 | $487.0K | 0.07% | +8+0.1% | Added |
| Thrive Capital Management, LLC | 7,181 | $488.0K | 0.33% | +2,554+55.2% | Added |
| Moloney Securities Asset Management, LLC | 7,224 | $491.0K | 0.12% | −298−4.0% | Reduced |
| Avidian Wealth Solutions, LLC | 7,217 | $491.0K | 0.04% | +119+1.7% | Added |
| McLean Asset Management Corp | 7,682 | $493.0K | 0.19% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 7,449 | $493.0K | 0.19% | +1,386+22.9% | Added |
| Northstar Advisory Group, LLC | 7,261 | $494.0K | 0.44% | −27−0.4% | Reduced |
| Tradition Wealth Management, LLC | 7,264 | $494.0K | 0.07% | +58+0.8% | Added |
| Woodward Diversified Capital, LLC | 7,322 | $498.0K | 0.41% | −288−3.8% | Reduced |
| Lumature Wealth Partners, LLC | 7,343 | $499.0K | 0.27% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 7,363 | $501.0K | 0.63% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,367 | $501.0K | 0.07% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 7,382 | $502.0K | 0.23% | −26−0.4% | Reduced |
| Great Lakes Advisors, LLC | 7,378 | $502.0K | 0.01% | +1,008+15.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,402 | $503.0K | 0.29% | 00.0% | Unchanged |
| Charter Trust Co | 7,415 | $504.0K | 0.04% | −70−0.9% | Reduced |
| Industrial Alliance Investment Management Inc. | 7,409 | $504.0K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,436 | $505.0K | 0.05% | +488+7.0% | Added |
| Probity Advisors, Inc. | 7,462 | $507.0K | 0.13% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 7,490 | $509.0K | 0.33% | −100−1.3% | Reduced |
| Constitution Capital LLC | 7,494 | $510.0K | 0.34% | −15,400−67.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,549 | $513.0K | 0.06% | −672−8.2% | Reduced |
| First Hawaiian Bank | 7,535 | $513.0K | 0.02% | +17+0.2% | Added |
| Bath Savings Trust Co | 7,627 | $519.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,635 | $519.0K | 0.03% | +133+1.8% | Added |
| NuWave Investment Management, LLC | 7,671 | $522.0K | 0.60% | +7,666+153,320.0% | Added |
| Wealth Dimensions Group, Ltd. | 7,714 | $525.0K | 0.26% | −16−0.2% | Reduced |
| Firestone Capital Management | 7,719 | $525.0K | 0.21% | 00.0% | Unchanged |
| Element Wealth, LLC | 7,746 | $527.0K | 0.49% | +39+0.5% | Added |
| CoreFirst Bank & Trust | 7,775 | $529.0K | 0.46% | −20.0% | Reduced |
| CoreCap Advisors, LLC | 7,778 | $529.0K | 0.04% | +3,402+77.7% | Added |
| Optimum Investment Advisors | 7,836 | $533.0K | 0.29% | +89+1.1% | Added |
| IVC Wealth Advisors LLC | 7,833 | $533.0K | 0.43% | +1,192+17.9% | Added |
| Richwood Investment Advisors, LLC | 7,880 | $536.0K | 0.59% | −210−2.6% | Reduced |
| Bradley Foster & Sargent Inc | 7,888 | $536.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,883 | $536.0K | 0.03% | +354+4.7% | Added |
| Rehmann Capital Advisory Group | 7,922 | $538.7K | 0.06% | +3,772+90.9% | Added |
| Clearstead Advisors, LLC | 7,923 | $539.0K | 0.05% | −10,047−55.9% | Reduced |
| Silvercrest Asset Management Group LLC | 7,981 | $543.0K | 0.00% | −3,855−32.6% | Reduced |
| Independent Financial Group, LLC | 7,986 | $543.1K | 0.05% | +634+8.6% | Added |
| Financial Advocates Investment Management | 9,564 | $544.0K | 0.05% | −916−8.7% | Reduced |
| First Command Bank | 8,062 | $548.0K | 0.08% | +1,153+16.7% | Added |
| First Command Financial Services, Inc. | 8,062 | $548.0K | 0.08% | +1,153+16.7% | Added |
| First National Bank of South Miami | 8,080 | $550.0K | 0.43% | −229−2.8% | Reduced |
| Cobblestone Capital Advisors LLC | 8,085 | $550.0K | 0.05% | −50−0.6% | Reduced |
| MEMBERS Trust Co | 8,105 | $551.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 8,120 | $552.0K | 0.12% | +226+2.9% | Added |
| Country Trust Bank | 8,129 | $553.0K | 0.02% | −83−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,137 | $553.0K | 0.10% | +203+2.6% | Added |
| Gofen & Glossberg LLC | 8,190 | $557.0K | 0.02% | +487+6.3% | Added |
| Conning Inc. | 8,232 | $560.0K | 0.02% | −1,088−11.7% | Reduced |
| Gables Capital Management Inc. | 8,231 | $560.0K | 0.45% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,239 | $560.0K | 0.03% | +737+9.8% | Added |
| Exchange Traded Concepts, LLC | 8,263 | $562.0K | 0.02% | −1,580−16.1% | Reduced |
| Alpha Cubed Investments, LLC | 8,284 | $563.0K | 0.04% | −2,393−22.4% | Reduced |
| Linscomb & Williams, Inc. | 8,294 | $564.0K | 0.03% | −644−7.2% | Reduced |
| Beacon Financial Group | 8,126 | $564.0K | 0.09% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,291 | $564.0K | 0.03% | +693+9.1% | Added |
| Mendel Money Management | 8,301 | $564.0K | 0.35% | +2,175+35.5% | Added |
| Fox Run Management, L.L.C. | 8,340 | $567.0K | 0.22% | +8,340 | New |
| Accurate Wealth Management, LLC | 7,802 | $568.0K | 0.24% | −2,352−23.2% | Reduced |
| KMG Fiduciary Partners, LLC | 8,388 | $570.0K | 0.11% | −134−1.6% | Reduced |
| Perpetual Investment Management Ltd | 8,384 | $570.0K | 0.08% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 8,863 | $574.0K | 0.13% | −1,180−11.7% | Reduced |
| Krane Funds Advisors LLC | 8,452 | $575.0K | 0.03% | −1,669−16.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,463 | $575.0K | 0.63% | −323−3.7% | Reduced |
| Cambridge Trust Co | 8,468 | $576.0K | 0.03% | −197−2.3% | Reduced |
| Investment Partners, Ltd. | 8,474 | $576.0K | 0.17% | +8,474 | New |
| Asset Management Corp | 8,483 | $577.0K | 0.46% | +9+0.1% | Added |
| Means Investment Co., Inc. | 8,497 | $578.0K | 0.13% | +117+1.4% | Added |
| CSM Advisors, LLC | 8,526 | $580.0K | 0.06% | 00.0% | Unchanged |