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 |
|---|---|---|---|---|---|
| Henshaw Capital LLC | 10,940 | $743.9K | 0.05% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 10,964 | $746.0K | 0.20% | +223+2.1% | Added |
| Stableford Capital II LLC | 11,587 | $747.0K | 0.36% | −212−1.8% | Reduced |
| Clarius Group, LLC | 11,005 | $748.0K | 0.07% | +184+1.7% | Added |
| High Net Worth Advisory Group LLC | 11,024 | $750.0K | 0.32% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 11,037 | $750.5K | 0.51% | −399−3.5% | Reduced |
| First National Corp | 11,039 | $751.0K | 0.21% | +191+1.8% | Added |
| H. L. Ormond & Company, LLC | 11,130 | $756.0K | 1.21% | −270−2.4% | Reduced |
| Detalus Advisors, LLC | 11,119 | $756.0K | 0.45% | −128−1.1% | Reduced |
| Excalibur Management Corp | 11,137 | $757.0K | 0.42% | −1,054−8.6% | Reduced |
| Avantax Planning Partners, Inc. | 11,152 | $758.0K | 0.03% | −14−0.1% | Reduced |
| Farmers Trust Co | 11,173 | $760.0K | 0.19% | −44−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,389 | $774.0K | 0.34% | −2,856−20.0% | Reduced |
| Chicago Trust Co NA | 11,469 | $779.0K | 0.20% | −13,401−53.9% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $779.0K | 0.43% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11,454 | $779.0K | 0.27% | +11,263+5,896.9% | Added |
| Centre Asset Management, LLC | 11,522 | $783.0K | 0.22% | +70+0.6% | Added |
| Aberdeen Wealth Management LLC | 11,549 | $785.0K | 0.69% | +40.0% | Added |
| Invst, LLC | 12,384 | $792.0K | 0.14% | +1,175+10.5% | Added |
| Perigon Wealth Management, LLC | 11,688 | $795.0K | 0.07% | +1,334+12.9% | Added |
| Carnegie Capital Asset Management, LLC | 11,736 | $798.0K | 0.04% | −209−1.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,741 | $798.0K | 0.62% | +159+1.4% | Added |
| Symphony Financial, Ltd. Co. | 11,521 | $799.0K | 0.26% | −424−3.5% | Reduced |
| Haverford Trust Co | 11,786 | $801.0K | 0.01% | −176−1.5% | Reduced |
| Horizon Investments, LLC | 11,811 | $803.0K | 0.02% | +2,548+27.5% | Added |
| Shepherd Financial Partners LLC | 11,946 | $812.0K | 0.16% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 11,957 | $813.0K | 0.28% | −55−0.5% | Reduced |
| Corton Capital Inc. | 11,983 | $815.0K | 1.00% | +11,983 | New |
| Aft, Forsyth & Company, Inc. | 11,998 | $816.0K | 0.73% | 00.0% | Unchanged |
| Intrust Bank NA | 12,080 | $821.0K | 0.13% | −121−1.0% | Reduced |
| Integrated Advisors Network LLC | 12,152 | $826.0K | 0.06% | −6,180−33.7% | Reduced |
| Congress Asset Management Co | 12,140 | $826.0K | 0.01% | −2,000−14.1% | Reduced |
| HBK Sorce Advisory LLC | 12,160 | $827.0K | 0.06% | +3,884+46.9% | Added |
| Selective Wealth Management, Inc. | 12,169 | $828.0K | 0.35% | −9,910−44.9% | Reduced |
| Park National Corp | 12,199 | $829.0K | 0.04% | +73+0.6% | Added |
| Delphia (USA) Inc. | 12,207 | $830.0K | 0.95% | +12,207 | New |
| HAP Trading, LLC | 12,228 | $832.0K | 0.11% | +846+7.4% | Added |
| Comerica Securities,inc. | 12,235 | $832.0K | 0.07% | +904+8.0% | Added |
| Redhawk Wealth Advisors, Inc. | 12,243 | $832.0K | 0.35% | +12,243 | New |
| Claro Advisors LLC | 11,755 | $838.0K | 0.33% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 12,343 | $839.0K | 0.30% | −27−0.2% | Reduced |
| RDA Financial Network | 12,429 | $845.0K | 0.46% | +375+3.1% | Added |
| Capital Asset Advisory Services LLC | 12,450 | $847.0K | 0.11% | −2,151−14.7% | Reduced |
| ForthRight Wealth Management, LLC | 12,473 | $848.0K | 0.50% | −1,287−9.4% | Reduced |
| Trustcore Financial Services, LLC | 12,505 | $850.0K | 0.08% | +40.0% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $852.0K | 1.11% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 12,537 | $852.5K | 0.94% | −100−0.8% | Reduced |
| Guardian Wealth Advisors, LLC | 12,546 | $853.0K | 0.16% | −3,779−23.1% | Reduced |
| Stonnington Group, LLC | 13,205 | $854.0K | 0.24% | −11,200−45.9% | Reduced |
| HM Payson & Co | 12,590 | $856.0K | 0.02% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 12,599 | $857.0K | 0.73% | +328+2.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 12,639 | $859.0K | 0.24% | +12,639 | New |
| Atlantic Union Bankshares Corp | 12,653 | $861.0K | 0.10% | −505−3.8% | Reduced |
| 55I, LLC | 12,690 | $863.0K | 0.02% | +9,049+248.5% | Added |
| Strategic Blueprint, LLC | 12,711 | $864.0K | 0.11% | −7,853−38.2% | Reduced |
| Cooper Financial Group | 12,713 | $864.0K | 0.31% | −1,095−7.9% | Reduced |
| Magnolia Capital Advisors LLC | 12,733 | $866.0K | 0.73% | −282−2.2% | Reduced |
| Resources Management Corp | 12,745 | $867.0K | 0.15% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,804 | $870.0K | 0.37% | −33−0.3% | Reduced |
| Country Club Bank | 12,548 | $871.0K | 0.08% | +413+3.4% | Added |
| Great Valley Advisor Group, Inc. | 12,893 | $876.0K | 0.05% | +2,114+19.6% | Added |
| GoalVest Advisory LLC | 12,916 | $878.0K | 0.62% | +1,204+10.3% | Added |
| Blue Fin Capital, Inc. | 12,933 | $879.0K | 0.33% | −49−0.4% | Reduced |
| L.M. Kohn & Company | 12,930 | $880.0K | 0.43% | −570−4.2% | Reduced |
| EverSource Wealth Advisors, LLC | 12,992 | $884.0K | 0.20% | +1,286+11.0% | Added |
| Matrix Trust Co | 13,011 | $885.0K | 0.25% | +8,675+200.1% | Added |
| Cigna Investments Inc | 13,046 | $887.0K | 0.20% | −643−4.7% | Reduced |
| Silver Oak Securities, Inc | 13,730 | $888.6K | 0.19% | +3,937+40.2% | Added |
| Qtron Investments LLC | 13,085 | $890.0K | 0.22% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 13,088 | $890.0K | 0.44% | +1,425+12.2% | Added |
| Court Place Advisors, LLC | 13,184 | $896.0K | 0.36% | −150−1.1% | Reduced |
| Americana Partners, LLC | 13,302 | $896.0K | 0.16% | +386+3.0% | Added |
| LaFleur & Godfrey LLC | 13,238 | $900.0K | 0.16% | +7+0.1% | Added |
| AdvisorNet Financial, Inc | 13,246 | $901.0K | 0.09% | −1,400−9.6% | Reduced |
| Toroso Investments, LLC | 13,286 | $903.0K | 0.04% | +623+4.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,307 | $905.0K | 0.27% | −4,814−26.6% | Reduced |
| FinTrust Capital Advisors, LLC | 13,867 | $907.0K | 0.23% | −566−3.9% | Reduced |
| Cresset Asset Management, LLC | 13,357 | $909.0K | 0.01% | −3,871−22.5% | Reduced |
| Marco Investment Management LLC | 13,420 | $913.0K | 0.12% | 00.0% | Unchanged |
| First United Bank Trust | 13,438 | $914.0K | 0.46% | −95−0.7% | Reduced |
| Bahl & Gaynor Inc | 13,451 | $915.0K | 0.01% | +1,213+9.9% | Added |
| Coastal Investment Advisors, Inc. | 13,488 | $917.0K | 0.24% | +16+0.1% | Added |
| Columbus Macro, LLC | 13,496 | $918.0K | 0.38% | −297−2.2% | Reduced |
| Berkeley Capital Partners, LLC | 13,495 | $918.0K | 0.40% | −122−0.9% | Reduced |
| HM Capital Management, LLC | 13,520 | $919.0K | 0.55% | 00.0% | Unchanged |
| Gradient Investments LLC | 13,510 | $919.0K | 0.03% | +5,408+66.7% | Added |
| Lazard Asset Management LLC | 13,547 | $920.0K | 0.00% | +337+2.6% | Added |
| Burney Co | 13,536 | $920.0K | 0.05% | +421+3.2% | Added |
| United Bank | 13,600 | $925.0K | 0.14% | −150−1.1% | Reduced |
| Twin Capital Management Inc | 13,635 | $927.0K | 0.13% | −142−1.0% | Reduced |
| ICA Group Wealth Management, LLC | 13,768 | $936.0K | 0.20% | +20.0% | Added |
| Parallax Volatility Advisers, L.P. | 13,776 | $937.0K | 0.02% | +13,776 | New |
| Edgestream Partners, L.P. | 13,830 | $940.0K | 0.07% | −75,735−84.6% | Reduced |
| Columbia Asset Management | 13,953 | $949.0K | 0.25% | +30.0% | Added |
| Mitchell Sinkler & Starr | 13,995 | $952.0K | 0.37% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 14,047 | $955.0K | 0.36% | −3,904−21.7% | Reduced |
| White Lighthouse Investment Management Inc. | 14,094 | $958.0K | 0.28% | +120+0.9% | Added |
| Laidlaw Wealth Management LLC | 14,126 | $961.0K | 0.22% | −390−2.7% | Reduced |
| International Assets Investment Management, LLC | 14,131 | $961.0K | 0.21% | +1,486+11.8% | Added |
| Checchi Capital Advisers, LLC | 14,163 | $963.0K | 0.11% | +118+0.8% | Added |