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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 9,996 | $679.7K | 0.01% | −1,045−9.5% | Reduced |
| Peak Planning Group, LLC | 9,988 | $679.2K | 0.63% | +10+0.1% | Added |
| 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 |
| 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 |
| Ancora Advisors, LLC | 9,899 | $673.0K | 0.02% | +332+3.5% | Added |
| Archford Capital Strategies, LLC | 9,834 | $669.0K | 0.17% | −23−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 9,805 | $667.0K | 0.44% | +5+0.1% | 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 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,760 | $664.0K | 0.03% | +5,035+106.6% | Added |
| Firethorn Wealth Partners, LLC | 9,732 | $662.0K | 0.62% | −31−0.3% | 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 |
| Roberts Glore & Co Inc | 9,704 | $660.0K | 0.24% | −460−4.5% | Reduced |
| 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 |
| Simplicity Wealth,LLC | 9,634 | $655.0K | 0.88% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Verity Asset Management, Inc. | 9,348 | $635.7K | 0.66% | +9,348 | New |
| M Holdings Securities, Inc. | 9,285 | $631.0K | 0.07% | +80+0.9% | Added |
| Home Federal Bank of Tennessee | 9,240 | $628.0K | 0.26% | −35−0.4% | Reduced |
| Shikiar Asset Management Inc | 9,200 | $626.0K | 0.25% | −1,150−11.1% | Reduced |
| Banque Pictet & Cie SA | 9,189 | $624.9K | 0.01% | +1,348+17.2% | Added |
| Edge Capital Group, LLC | 9,172 | $624.0K | 0.05% | −88,010−90.6% | Reduced |
| Acorn Wealth Advisors, LLC | 9,161 | $623.0K | 0.51% | +83+0.9% | Added |
| Glenview Trust Co | 9,149 | $622.0K | 0.02% | +860+10.4% | Added |
| Archer Investment Corp | 9,133 | $621.0K | 0.26% | +333+3.8% | Added |
| 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 |
| Wells Trecaso Financial Group, LLC | 9,055 | $616.0K | 0.34% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,033 | $614.0K | 0.03% | −251−2.7% | Reduced |
| WFA of San Diego, LLC | 8,960 | $609.0K | 0.55% | +7,710+616.8% | 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 |
| Nations Financial Group Inc, | 8,879 | $604.0K | 0.09% | +40.0% | Added |
| GPS Wealth Strategies Group, LLC | 8,867 | $603.0K | 0.15% | −150−1.7% | Reduced |
| Wipfli Financial Advisors LLC, | 8,837 | $601.0K | 0.04% | +8,837 | New |
| Summitry LLC | 8,824 | $600.0K | 0.05% | +1,374+18.4% | Added |
| Arete Wealth Advisors, LLC | 8,775 | $597.0K | 0.06% | +5,347+156.0% | Added |
| Caldwell Trust Co | 8,738 | $594.2K | 0.09% | −372−4.1% | Reduced |
| Intrua Financial, LLC | 8,714 | $593.0K | 0.16% | +1,547+21.6% | 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 |
| Carmichael Hill & Associates, Inc. | 8,677 | $590.0K | 0.34% | +14+0.2% | Added |
| Kovack Advisors, Inc. | 8,663 | $589.0K | 0.09% | +898+11.6% | Added |
| Vista Capital Partners, Inc. | 8,625 | $587.0K | 0.10% | −73−0.8% | Reduced |
| Equitable Holdings, Inc. | 8,611 | $586.0K | 0.01% | +2,323+36.9% | Added |
| W Advisors, LLC | 8,587 | $584.0K | 0.54% | −8−0.1% | Reduced |
| Symmetry Partners, LLC | 8,571 | $583.0K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 8,571 | $582.0K | 0.27% | +50+0.6% | Added |
| CSM Advisors, LLC | 8,526 | $580.0K | 0.06% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 8,526 | $580.0K | 0.18% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 8,497 | $578.0K | 0.13% | +117+1.4% | Added |
| Asset Management Corp | 8,483 | $577.0K | 0.46% | +9+0.1% | Added |
| 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 |
| 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 |
| Gilbert & Cook, Inc. | 8,863 | $574.0K | 0.13% | −1,180−11.7% | 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 |
| Accurate Wealth Management, LLC | 7,802 | $568.0K | 0.24% | −2,352−23.2% | Reduced |
| Fox Run Management, L.L.C. | 8,340 | $567.0K | 0.22% | +8,340 | New |
| 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 |
| Alpha Cubed Investments, LLC | 8,284 | $563.0K | 0.04% | −2,393−22.4% | Reduced |
| Exchange Traded Concepts, LLC | 8,263 | $562.0K | 0.02% | −1,580−16.1% | Reduced |
| 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 |
| Gofen & Glossberg LLC | 8,190 | $557.0K | 0.02% | +487+6.3% | 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 |
| Cornerstone Wealth Group, LLC | 8,120 | $552.0K | 0.12% | +226+2.9% | Added |
| MEMBERS Trust Co | 8,105 | $551.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Financial Advocates Investment Management | 9,564 | $544.0K | 0.05% | −916−8.7% | Reduced |
| Independent Financial Group, LLC | 7,986 | $543.1K | 0.05% | +634+8.6% | Added |
| Silvercrest Asset Management Group LLC | 7,981 | $543.0K | 0.00% | −3,855−32.6% | Reduced |
| Clearstead Advisors, LLC | 7,923 | $539.0K | 0.05% | −10,047−55.9% | Reduced |
| Rehmann Capital Advisory Group | 7,922 | $538.7K | 0.06% | +3,772+90.9% | 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 |
| Optimum Investment Advisors | 7,836 | $533.0K | 0.29% | +89+1.1% | Added |