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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 5,927 | $403.0K | 0.15% | −175−2.9% | Reduced |
| PFG Advisors | 5,927 | $403.0K | 0.05% | +1,215+25.8% | Added |
| Dorsey & Whitney Trust CO LLC | 5,903 | $402.0K | 0.04% | +448+8.2% | Added |
| Ballew Advisors, Inc | 6,283 | $402.0K | 0.36% | +6,283 | New |
| Acorn Financial Advisory Services Inc | 5,894 | $401.0K | 0.10% | −30−0.5% | Reduced |
| Formidable Asset Management, LLC | 6,075 | $399.0K | 0.09% | −109−1.8% | Reduced |
| Abound Wealth Management | 5,815 | $395.4K | 0.21% | +60+1.0% | Added |
| Keystone Financial Group | 5,794 | $394.0K | 0.08% | +168+3.0% | Added |
| Financial Advisory Service, Inc. | 5,798 | $394.0K | 0.04% | +320+5.8% | Added |
| Gratus Capital LLC | 5,801 | $394.0K | 0.04% | +1,145+24.6% | Added |
| NFP Retirement, Inc. | 5,772 | $392.6K | 0.10% | −524−8.3% | Reduced |
| Continuum Advisory, LLC | 5,768 | $392.0K | 0.07% | +94+1.7% | Added |
| St Germain D J Co Inc | 5,482 | $391.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,707 | $388.0K | 0.02% | +85+1.5% | Added |
| Glen Eagle Advisors, LLC | 5,691 | $387.0K | 0.11% | −380−6.3% | Reduced |
| LifePro Asset Management | 5,695 | $387.0K | 0.22% | +17+0.3% | Added |
| Appleton Partners Inc | 5,687 | $387.0K | 0.04% | +5,687 | New |
| Wealth Advisory Solutions, LLC | 5,661 | $385.0K | 0.11% | −1,266−18.3% | Reduced |
| Telemus Capital, LLC | 5,669 | $385.0K | 0.04% | −54−0.9% | Reduced |
| XML Financial, LLC | 5,665 | $385.0K | 0.05% | +5,665 | New |
| Duncker Streett & Co Inc | 5,650 | $384.0K | 0.10% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,932 | $383.0K | 0.01% | −679−10.3% | Reduced |
| Verus Financial Partners, Inc. | 5,850 | $383.0K | 0.06% | −56−0.9% | Reduced |
| Waldron Private Wealth LLC | 5,639 | $383.0K | 0.02% | +8+0.1% | Added |
| DuPont Capital Management Corp | 5,612 | $382.0K | 0.02% | −2,157−27.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,614 | $382.0K | 0.34% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,613 | $382.0K | 0.06% | +1,490+36.1% | Added |
| Kowal Investment Group, LLC | 5,589 | $380.0K | 0.13% | +620+12.5% | Added |
| Flaharty Asset Management, LLC | 5,550 | $377.0K | 0.08% | +2,300+70.8% | Added |
| Keystone Financial Planning, Inc. | 5,508 | $375.0K | 0.14% | −1,352−19.7% | Reduced |
| Modera Wealth Management, LLC | 5,498 | $374.0K | 0.02% | −541−9.0% | Reduced |
| Arden Trust Co | 5,505 | $374.0K | 0.09% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 5,492 | $373.0K | 0.20% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 5,487 | $373.0K | 0.09% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 5,464 | $372.0K | 0.04% | +42+0.8% | Added |
| Sandbox Financial Partners, LLC | 5,454 | $371.0K | 0.27% | +10.0% | Added |
| Goodwin Daniel L | 5,450 | $371.0K | 0.21% | +1,850+51.4% | Added |
| Rodgers Brothers Inc. | 5,443 | $370.0K | 0.08% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 5,423 | $369.0K | 0.09% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,400 | $367.0K | 0.14% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 5,381 | $366.0K | 0.28% | +23+0.4% | Added |
| Bridges Investment Management Inc | 5,350 | $364.0K | 0.01% | −500−8.5% | Reduced |
| Campion Asset Management LLC | 5,340 | $363.0K | 0.38% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5,318 | $362.0K | 0.20% | −89−1.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,332 | $362.0K | 0.29% | −32−0.6% | Reduced |
| Sterling Manor Financial, LLC | 5,317 | $362.0K | 0.45% | 00.0% | Unchanged |
| Courier Capital LLC | 5,329 | $362.0K | 0.04% | +106+2.0% | Added |
| Private Capital Advisors, Inc. | 5,300 | $360.0K | 0.06% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,301 | $360.0K | 0.16% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,287 | $360.0K | 0.15% | +35+0.7% | Added |
| Cranbrook Wealth Management, LLC | 5,276 | $359.0K | 0.09% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,273 | $359.0K | 0.16% | +1,000+23.4% | Added |
| Schmidt P J Investment Management Inc | 5,555 | $358.0K | 0.09% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,261 | $358.0K | 0.25% | −320−5.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,261 | $358.0K | 0.13% | +20+0.4% | Added |
| Rosenberg Matthew Hamilton | 5,260 | $358.0K | 0.14% | +376+7.7% | Added |
| Peachtree Investment Partners, LLC | 5,270 | $358.0K | 0.24% | +1,350+34.4% | Added |
| J. L. Bainbridge & Co., Inc. | 5,248 | $357.0K | 0.06% | +3+0.1% | Added |
| REDW Wealth LLC | 5,236 | $356.0K | 0.14% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,229 | $356.0K | 0.10% | +208+4.1% | Added |
| AlphaStar Capital Management, LLC | 5,225 | $355.0K | 0.04% | −223−4.1% | Reduced |
| Byrne Asset Management LLC | 5,214 | $355.0K | 0.27% | −200−3.7% | Reduced |
| Auxano Advisors, LLC | 5,200 | $354.0K | 0.16% | +5,200 | New |
| Wagner Wealth Management, LLC | 5,197 | $353.0K | 0.26% | −1,576−23.3% | Reduced |
| Quantinno Capital Management LP | 5,187 | $353.0K | 0.05% | +1,549+42.6% | Added |
| Sargent Bickham Lagudis LLC | 5,173 | $352.0K | 0.03% | +78+1.5% | Added |
| Patriot Investment Management Inc. | 5,168 | $351.0K | 0.04% | −96−1.8% | Reduced |
| Lee Danner & Bass Inc | 5,161 | $351.0K | 0.04% | +16+0.3% | Added |
| Summit Financial Wealth Advisors, LLC | 5,350 | $349.0K | 0.10% | −50−0.9% | Reduced |
| Wambolt & Associates, LLC | 5,130 | $349.0K | 0.15% | +3+0.1% | Added |
| KRS Capital Management, LLC | 5,127 | $348.0K | 0.52% | −31−0.6% | Reduced |
| Morris Financial Concepts, Inc. | 5,121 | $348.0K | 0.36% | +975+23.5% | Added |
| Glassman Wealth Services | 5,099 | $347.0K | 0.07% | +217+4.4% | Added |
| Flagship Harbor Advisors, LLC | 5,096 | $347.0K | 0.04% | +1,090+27.2% | Added |
| PBMares Wealth Management LLC | 5,096 | $346.0K | 0.15% | −250−4.7% | Reduced |
| Fusion Capital, LLC | 5,079 | $346.0K | 0.23% | −70−1.4% | Reduced |
| DRW Securities, L.L.C. | 5,095 | $346.0K | 0.11% | +5,095 | New |
| Triton Wealth Management, PLLC | 4,898 | $343.0K | 0.20% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,043 | $343.0K | 0.05% | −47−0.9% | Reduced |
| WealthTrust Axiom LLC | 5,038 | $342.0K | 0.13% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,379 | $341.0K | 0.09% | −500−8.5% | Reduced |
| Domani Wealth, LLC | 5,017 | $341.0K | 0.10% | +333+7.1% | Added |
| Vise Technologies, Inc. | 5,017 | $341.0K | 0.13% | +1,225+32.3% | Added |
| Connolly Sarah T. | 5,000 | $340.0K | 0.25% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,000 | $340.0K | 0.37% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 5,007 | $340.0K | 0.03% | +10+0.2% | Added |
| WMG Financial Advisors, LLC | 4,927 | $337.0K | 0.30% | +75+1.5% | Added |
| CMG Global Holdings, LLC | 4,930 | $335.0K | 0.36% | −5−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,921 | $335.0K | 0.01% | +300+6.5% | Added |
| Hall Capital Management Co Inc | 4,926 | $335.0K | 0.22% | +4,926 | New |
| Wealthstar Advisors, LLC | 4,913 | $335.0K | 0.16% | +4,913 | New |
| Rossmore Private Capital | 4,899 | $333.0K | 0.06% | +254+5.5% | Added |
| Eastover Investment Advisors LLC | 5,185 | $332.0K | 0.21% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,181 | $332.0K | 0.11% | +2,209+74.3% | Added |
| TCI Wealth Advisors, Inc. | 4,848 | $330.0K | 0.05% | −534−9.9% | Reduced |
| Parsec Financial Management, Inc. | 4,823 | $328.0K | 0.02% | −230−4.6% | Reduced |
| JT Stratford LLC | 4,824 | $328.0K | 0.12% | −192−3.8% | Reduced |
| BEAM Asset Management, LLC | 4,820 | $328.0K | 0.37% | −31−0.6% | Reduced |
| Cypress Capital Group | 4,812 | $327.0K | 0.05% | −453−8.6% | Reduced |
| Baldwin Investment Management, LLC | 4,800 | $326.0K | 0.13% | −350−6.8% | Reduced |