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 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 7,833 | $533.0K | 0.43% | +1,192+17.9% | 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 |
| Element Wealth, LLC | 7,746 | $527.0K | 0.49% | +39+0.5% | 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 |
| NuWave Investment Management, LLC | 7,671 | $522.0K | 0.60% | +7,666+153,320.0% | 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 |
| 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 |
| Constitution Capital LLC | 7,494 | $510.0K | 0.34% | −15,400−67.3% | Reduced |
| Peninsula Asset Management Inc | 7,490 | $509.0K | 0.33% | −100−1.3% | Reduced |
| Probity Advisors, Inc. | 7,462 | $507.0K | 0.13% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,436 | $505.0K | 0.05% | +488+7.0% | Added |
| 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 |
| Wiley Bros.-Aintree Capital, LLC | 7,402 | $503.0K | 0.29% | 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 |
| Wulff, Hansen & Co. | 7,363 | $501.0K | 0.63% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,367 | $501.0K | 0.07% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 7,343 | $499.0K | 0.27% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 7,322 | $498.0K | 0.41% | −288−3.8% | Reduced |
| 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 |
| 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 |
| 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 |
| Thrive Capital Management, LLC | 7,181 | $488.0K | 0.33% | +2,554+55.2% | 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 |
| Summit Trail Advisors, LLC | 7,140 | $486.0K | 0.03% | +977+15.9% | Added |
| MJP Associates Inc | 7,139 | $485.0K | 0.15% | +704+10.9% | Added |
| Ahrens Investment Partners LLC | 7,112 | $484.0K | 0.26% | +100+1.4% | Added |
| Searle & Co. | 7,100 | $483.0K | 0.19% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 7,100 | $483.0K | 1.07% | +7,100 | New |
| Lowe Brockenbrough & Co Inc | 7,081 | $482.0K | 0.05% | −50−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,046 | $479.1K | 0.05% | −237−3.3% | Reduced |
| David J Yvars Group | 7,024 | $478.0K | 0.53% | +30.0% | Added |
| 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 |
| Moseley Investment Management Inc | 6,983 | $475.0K | 0.35% | −934−11.8% | Reduced |
| Lathrop Investment Management Corp | 6,970 | $474.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Wealth Alliance Advisory Group, LLC | 6,922 | $471.0K | 0.21% | −100−1.4% | Reduced |
| Concord Wealth Partners | 6,913 | $470.0K | 0.15% | −655−8.7% | Reduced |
| 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 |
| 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 |
| Cohen Investment Advisors LLC | 6,841 | $465.0K | 0.43% | +50+0.7% | Added |
| Northwest Bancshares, Inc. | 6,822 | $464.0K | 0.11% | −100−1.4% | Reduced |
| Investment Management of Virginia LLC | 6,734 | $458.0K | 0.10% | 00.0% | Unchanged |
| LCNB Corp | 6,718 | $457.0K | 0.25% | 00.0% | Unchanged |
| Carroll Investors, Inc | 6,692 | $456.0K | 0.37% | +1,006+17.7% | Added |
| LVZ Advisors, Inc. | 6,693 | $455.0K | 0.08% | +26+0.4% | Added |
| MKT Advisors LLC | 6,675 | $454.0K | 0.39% | +80+1.2% | Added |
| Capula Management Ltd | 6,640 | $452.0K | 0.06% | +6,640 | New |
| 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 |
| Trust Co of Toledo NA | 6,589 | $448.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Hexagon Capital Partners LLC | 6,552 | $446.0K | 0.13% | +1,539+30.7% | Added |
| Aldebaran Financial Inc. | 6,467 | $445.0K | 0.51% | −66−1.0% | Reduced |
| Cross Staff Investments Inc | 6,535 | $444.0K | 0.50% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,509 | $442.0K | 0.48% | −4−0.1% | Reduced |
| Tradewinds, LLC. | 6,474 | $440.0K | 0.32% | −10−0.2% | Reduced |
| MUFG Americas Holdings Corp | 6,434 | $438.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,425 | $437.0K | 0.64% | +14+0.2% | Added |
| RWM Asset Management, LLC | 6,416 | $436.0K | 0.10% | +877+15.8% | Added |
| First Farmers & Merchants Bank / Trust | 6,367 | $433.0K | 0.57% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 6,349 | $432.0K | 0.15% | −27−0.4% | 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 |
| First Citizens Bank & Trust Co | 6,269 | $426.0K | 0.01% | −1,460−18.9% | Reduced |
| First International Bank & Trust | 6,205 | $422.0K | 0.16% | +381+6.5% | 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 |
| 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 |
| 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 |
| Marcum Wealth, LLC | 6,045 | $411.0K | 0.06% | −571−8.6% | Reduced |
| Summit Asset Management, LLC | 6,031 | $410.0K | 0.13% | +15+0.2% | Added |
| 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 |
| 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 |
| Hanson & Doremus Investment Management | 5,955 | $405.0K | 0.10% | +184+3.2% | Added |