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 5 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 |
|---|---|---|---|---|---|
| NSI Retail Advisors, LLC | 8,526 | $580.0K | 0.18% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 8,571 | $582.0K | 0.27% | +50+0.6% | Added |
| Symmetry Partners, LLC | 8,571 | $583.0K | 0.04% | 00.0% | Unchanged |
| W Advisors, LLC | 8,587 | $584.0K | 0.54% | −8−0.1% | Reduced |
| Equitable Holdings, Inc. | 8,611 | $586.0K | 0.01% | +2,323+36.9% | Added |
| Vista Capital Partners, Inc. | 8,625 | $587.0K | 0.10% | −73−0.8% | Reduced |
| Kovack Advisors, Inc. | 8,663 | $589.0K | 0.09% | +898+11.6% | Added |
| Carmichael Hill & Associates, Inc. | 8,677 | $590.0K | 0.34% | +14+0.2% | Added |
| Howard Capital Management Group, LLC | 8,698 | $591.0K | 0.07% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 8,692 | $591.0K | 0.18% | +2,302+36.0% | Added |
| Intrua Financial, LLC | 8,714 | $593.0K | 0.16% | +1,547+21.6% | Added |
| Caldwell Trust Co | 8,738 | $594.2K | 0.09% | −372−4.1% | Reduced |
| Arete Wealth Advisors, LLC | 8,775 | $597.0K | 0.06% | +5,347+156.0% | Added |
| Summitry LLC | 8,824 | $600.0K | 0.05% | +1,374+18.4% | Added |
| Wipfli Financial Advisors LLC, | 8,837 | $601.0K | 0.04% | +8,837 | New |
| GPS Wealth Strategies Group, LLC | 8,867 | $603.0K | 0.15% | −150−1.7% | Reduced |
| Nations Financial Group Inc, | 8,879 | $604.0K | 0.09% | +40.0% | Added |
| Insight Inv LLC | 8,915 | $606.0K | 0.67% | −575−6.1% | Reduced |
| William Allan, LLC | 8,905 | $606.0K | 0.56% | +355+4.2% | Added |
| WFA of San Diego, LLC | 8,960 | $609.0K | 0.55% | +7,710+616.8% | Added |
| Grimes & Company, Inc. | 9,033 | $614.0K | 0.03% | −251−2.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $616.0K | 0.34% | 00.0% | Unchanged |
| Essex Savings Bank | 9,104 | $619.0K | 0.25% | −100−1.1% | Reduced |
| FineMark National Bank & Trust | 9,095 | $619.0K | 0.03% | +96+1.1% | Added |
| Montecito Bank & Trust | 9,104 | $619.0K | 0.16% | +607+7.1% | Added |
| Archer Investment Corp | 9,133 | $621.0K | 0.26% | +333+3.8% | Added |
| Glenview Trust Co | 9,149 | $622.0K | 0.02% | +860+10.4% | Added |
| Acorn Wealth Advisors, LLC | 9,161 | $623.0K | 0.51% | +83+0.9% | Added |
| Edge Capital Group, LLC | 9,172 | $624.0K | 0.05% | −88,010−90.6% | Reduced |
| Banque Pictet & Cie SA | 9,189 | $624.9K | 0.01% | +1,348+17.2% | Added |
| Shikiar Asset Management Inc | 9,200 | $626.0K | 0.25% | −1,150−11.1% | Reduced |
| Home Federal Bank of Tennessee | 9,240 | $628.0K | 0.26% | −35−0.4% | Reduced |
| M Holdings Securities, Inc. | 9,285 | $631.0K | 0.07% | +80+0.9% | Added |
| Verity Asset Management, Inc. | 9,348 | $635.7K | 0.66% | +9,348 | New |
| Benin Management CORP | 9,462 | $643.0K | 0.27% | 00.0% | Unchanged |
| Novare Capital Management LLC | 9,450 | $643.0K | 0.08% | +2,625+38.5% | Added |
| Burke & Herbert Bank & Trust Co | 9,532 | $648.0K | 0.54% | −360−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 9,522 | $648.0K | 0.04% | +27+0.3% | Added |
| Cornercap Investment Counsel Inc | 9,567 | $651.0K | 0.12% | −886−8.5% | Reduced |
| Wrapmanager Inc | 9,569 | $651.0K | 0.22% | +322+3.5% | Added |
| Simplicity Wealth,LLC | 9,634 | $655.0K | 0.88% | 00.0% | Unchanged |
| Change Path, LLC | 9,657 | $657.0K | 0.04% | −15,138−61.1% | Reduced |
| ACG Wealth | 9,666 | $657.0K | 0.15% | +91+1.0% | Added |
| Virtu Financial LLC | 9,665 | $657.0K | 0.06% | +5,817+151.2% | Added |
| Roberts Glore & Co Inc | 9,704 | $660.0K | 0.24% | −460−4.5% | Reduced |
| Fiduciary Trust Co | 9,717 | $661.0K | 0.01% | −576−5.6% | Reduced |
| Red Wave Investments LLC | 9,719 | $661.0K | 0.29% | +198+2.1% | Added |
| Firethorn Wealth Partners, LLC | 9,732 | $662.0K | 0.62% | −31−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,760 | $664.0K | 0.03% | +5,035+106.6% | Added |
| Zeke Capital Advisors, LLC | 9,791 | $666.0K | 0.05% | −64−0.6% | Reduced |
| EPG Wealth Management LLC | 9,798 | $666.0K | 0.27% | −19−0.2% | Reduced |
| Maven Securities LTD | 9,794 | $666.0K | 0.03% | +9,794 | New |
| St. Johns Investment Management Company, LLC | 9,805 | $667.0K | 0.44% | +5+0.1% | Added |
| Archford Capital Strategies, LLC | 9,834 | $669.0K | 0.17% | −23−0.2% | Reduced |
| Ancora Advisors, LLC | 9,899 | $673.0K | 0.02% | +332+3.5% | Added |
| Pacer Advisors, Inc. | 9,936 | $676.0K | 0.00% | −115,844−92.1% | Reduced |
| Welch & Forbes LLC | 9,943 | $676.0K | 0.01% | −4,389−30.6% | Reduced |
| Franklin Street Advisors Inc | 9,971 | $678.0K | 0.07% | +5+0.1% | Added |
| Prelude Capital Management, LLC | 9,975 | $678.0K | 0.03% | +9,975 | New |
| Peak Planning Group, LLC | 9,988 | $679.2K | 0.63% | +10+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 9,996 | $679.7K | 0.01% | −1,045−9.5% | Reduced |
| Bartlett & Co. LLC | 9,996 | $680.0K | 0.01% | −1,045−9.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,002 | $680.0K | 0.29% | +904+9.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,013 | $681.0K | 0.11% | −145−1.4% | Reduced |
| West Family Investments, Inc. | 10,019 | $681.0K | 0.29% | +1,410+16.4% | Added |
| PSI Advisors, LLC | 10,048 | $683.0K | 0.36% | −2,217−18.1% | Reduced |
| Connectus Wealth, LLC | 10,041 | $683.0K | 0.01% | −785−7.3% | Reduced |
| North Star Investment Management Corp. | 10,040 | $683.0K | 0.07% | +1,000+11.1% | Added |
| Sunbelt Securities, Inc. | 10,106 | $687.0K | 0.15% | +6+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 10,111 | $688.0K | 0.06% | −2,318−18.6% | Reduced |
| Arrow Financial Corp | 10,140 | $690.0K | 0.10% | 00.0% | Unchanged |
| Equitable Trust Co | 10,160 | $691.0K | 0.06% | +1,484+17.1% | Added |
| NovaPoint Capital, LLC | 10,195 | $693.0K | 0.31% | +887+9.5% | Added |
| Balboa Wealth Partners | 10,200 | $694.0K | 0.31% | +10,200 | New |
| Fund Management at Engine No. 1 LLC | 10,222 | $695.0K | 0.20% | −508−4.7% | Reduced |
| Beaumont Financial Partners, LLC | 10,217 | $695.0K | 0.07% | −55−0.5% | Reduced |
| Cornerstone Management, Inc. | 10,332 | $702.6K | 0.19% | +10.0% | Added |
| Winton Group Ltd | 10,343 | $703.0K | 0.05% | −30,931−74.9% | Reduced |
| Coastline Trust Co | 10,375 | $705.0K | 0.11% | +2,075+25.0% | Added |
| Monetary Management Group Inc | 10,376 | $706.0K | 0.23% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 10,395 | $707.0K | 0.49% | −180−1.7% | Reduced |
| Successful Portfolios LLC | 10,402 | $707.0K | 0.51% | −17−0.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 10,400 | $707.0K | 0.06% | +1,659+19.0% | Added |
| NorthRock Partners, LLC | 10,406 | $708.0K | 0.08% | −5,013−32.5% | Reduced |
| Summit Financial Group Inc | 10,434 | $709.0K | 0.29% | −784−7.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 10,425 | $709.0K | 0.43% | +3,750+56.2% | Added |
| Jupiter Asset Management Ltd | 10,437 | $710.0K | 0.01% | −593−5.4% | Reduced |
| Sunburst Financial Group, LLC | 10,464 | $712.0K | 0.34% | +668+6.8% | Added |
| Allred Capital Management, LLC | 10,564 | $718.0K | 0.45% | +20.0% | Added |
| Valmark Advisers, Inc. | 10,641 | $724.0K | 0.01% | −132−1.2% | Reduced |
| Chesley Taft & Associates LLC | 10,688 | $727.0K | 0.05% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 10,793 | $734.0K | 0.53% | +10,793 | New |
| FDx Advisors, Inc. | 10,828 | $736.0K | 0.03% | +20.0% | Added |
| Sante Capital Fund, LP | 10,843 | $737.0K | 1.51% | +10,843 | New |
| Nwam LLC | 10,852 | $738.0K | 0.07% | −358−3.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 10,866 | $739.0K | 0.23% | +311+2.9% | Added |
| Boston Financial Mangement LLC | 10,865 | $739.0K | 0.03% | +7,248+200.4% | Added |
| Atlas Brown,Inc. | 10,901 | $741.0K | 0.38% | +45+0.4% | Added |
| Center For Asset Management LLC | 10,891 | $741.0K | 0.74% | +1,521+16.2% | Added |
| Brighton Jones LLC | 10,898 | $741.0K | 0.04% | +4,269+64.4% | Added |