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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 4,794 | $326.0K | 0.17% | −205−4.1% | Reduced |
| Independence Bank of Kentucky | 4,787 | $326.0K | 0.16% | −63−1.3% | Reduced |
| Charles Carroll Financial Partners, LLC | 4,800 | $326.0K | 0.53% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,758 | $324.0K | 0.07% | +10.0% | Added |
| Platform Technology Partners | 4,755 | $323.0K | 0.18% | −246−4.9% | Reduced |
| Triad Financial Advisors, Inc. | 4,753 | $323.0K | 0.18% | −29−0.6% | Reduced |
| Pendal Group Limited | 4,733 | $322.0K | 0.00% | −286−5.7% | Reduced |
| Bank of Stockton | 4,730 | $322.0K | 0.12% | −125−2.6% | Reduced |
| First Financial Bank - Trust Division | 4,729 | $322.0K | 0.04% | −8−0.2% | Reduced |
| Autumn Glory Partners, LLC | 4,735 | $322.0K | 0.22% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,713 | $320.0K | 0.05% | −215−4.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,712 | $320.0K | 0.04% | 00.0% | Unchanged |
| Boston Research & Management Inc | 4,710 | $320.0K | 0.11% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,701 | $320.0K | 0.28% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,693 | $319.0K | 0.16% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,684 | $319.0K | 0.28% | +10.0% | Added |
| Redwood Financial Network Corp | 4,689 | $319.0K | 0.36% | +14+0.3% | Added |
| Hodges Capital Management Inc. | 4,670 | $318.0K | 0.05% | −600−11.4% | Reduced |
| AMJ Financial Wealth Management | 4,678 | $318.0K | 0.21% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,661 | $317.0K | 0.06% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,634 | $315.0K | 0.14% | +200+4.5% | Added |
| Thrive Wealth Management, LLC | 4,637 | $315.0K | 0.11% | +329+7.6% | Added |
| RB Capital Management, LLC | 4,626 | $315.0K | 0.12% | +4,626 | New |
| Eqis Capital Management, Inc. | 4,626 | $314.6K | 0.04% | +241+5.5% | Added |
| Brown Financial Advisory | 4,614 | $314.0K | 0.30% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,623 | $314.0K | 0.05% | +34+0.7% | Added |
| Wela Strategies, Inc. | 4,604 | $313.0K | 0.21% | −332−6.7% | Reduced |
| Seelaus Asset Management LLC | 4,610 | $313.0K | 0.25% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,595 | $312.0K | 0.04% | −822−15.2% | Reduced |
| Old Second National Bank of Aurora | 4,558 | $310.0K | 0.10% | −168−3.6% | Reduced |
| Altfest L J & Co Inc | 4,552 | $310.0K | 0.06% | +56+1.2% | Added |
| Douglass Winthrop Advisors, LLC | 4,550 | $309.0K | 0.01% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 4,516 | $307.0K | 0.10% | +3+0.1% | Added |
| Smith Anglin Financial, LLC | 4,492 | $305.0K | 0.06% | +7+0.2% | Added |
| Royal Fund Management, LLC | 4,494 | $305.0K | 0.06% | +485+12.1% | Added |
| Round Rock Advisors, LLC | 4,446 | $302.0K | 0.14% | +1,200+37.0% | Added |
| Prio Wealth Limited Partnership | 4,424 | $300.8K | 0.01% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,412 | $300.0K | 0.22% | 00.0% | Unchanged |
| Investment House LLC | 4,408 | $300.0K | 0.03% | +3+0.1% | Added |
| Chicago Partners Investment Group LLC | 4,735 | $300.0K | 0.02% | +948+25.0% | Added |
| Altman Advisors, Inc. | 4,400 | $299.0K | 0.19% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,400 | $299.0K | 0.35% | −150−3.3% | Reduced |
| Hoylecohen, LLC | 4,395 | $299.0K | 0.03% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,394 | $299.0K | 0.05% | +36+0.8% | Added |
| Capital Investment Counsel, Inc | 4,380 | $298.0K | 0.09% | −200−4.4% | Reduced |
| Resource Planning Group | 4,380 | $298.0K | 0.26% | −7−0.2% | Reduced |
| Tranquility Partners, LLC | 4,384 | $298.0K | 0.17% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,377 | $298.0K | 0.08% | +23+0.5% | Added |
| Spearhead Capital Advisors, LLC | 4,363 | $297.0K | 0.32% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 4,351 | $296.0K | 0.07% | −235−5.1% | Reduced |
| Boenning & Scattergood, Inc. | 4,353 | $296.0K | 0.06% | −64−1.4% | Reduced |
| Dean Investment Associates, LLC | 4,332 | $295.0K | 0.06% | −22,812−84.0% | Reduced |
| Kenfarb & Co. | 4,345 | $295.0K | 0.28% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,345 | $295.0K | 0.13% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 4,323 | $294.0K | 0.01% | −510−10.6% | Reduced |
| SFMG, LLC | 4,773 | $294.0K | 0.03% | +5+0.1% | Added |
| Forum Financial Management, LP | 4,324 | $294.0K | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 4,313 | $293.0K | 0.03% | −142−3.2% | Reduced |
| Ascension Asset Management LLC | 4,302 | $293.0K | 0.23% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,316 | $293.0K | 0.00% | +200+4.9% | Added |
| Graypoint LLC | 4,312 | $293.0K | 0.04% | +619+16.8% | Added |
| Gsa Capital Partners LLP | 4,316 | $293.0K | 0.04% | +4,316 | New |
| Cornerstone Advisory, LLC | 4,299 | $292.0K | 0.07% | −80−1.8% | Reduced |
| Thomas Story & Son LLC | 4,300 | $292.0K | 0.15% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,261 | $290.0K | 0.08% | −1,225−22.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,257 | $290.0K | 0.17% | +15+0.4% | Added |
| Fundamentun, LLC | 4,261 | $290.0K | 0.06% | +1,085+34.2% | Added |
| Evergreen Capital Management LLC | 4,264 | $290.0K | 0.02% | +4,264 | New |
| Southland Equity Partners LLC | 4,240 | $288.4K | 0.14% | +100+2.4% | Added |
| Lehman & Derafelo Financial Resources LLC | 4,239 | $288.0K | 0.09% | −1,454−25.5% | Reduced |
| Joel Isaacson & Co., LLC | 4,238 | $288.0K | 0.02% | −1,313−23.7% | Reduced |
| YHB Investment Advisors, Inc. | 4,214 | $287.0K | 0.03% | −100−2.3% | Reduced |
| 1st Source Bank | 4,211 | $286.0K | 0.02% | −325−7.2% | Reduced |
| Financial Management Professionals, Inc. | 4,202 | $286.0K | 0.07% | −162−3.7% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $286.0K | 0.08% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 4,213 | $286.0K | 0.19% | +4,213 | New |
| Altus Wealth Management, LLC | 4,176 | $284.0K | 0.24% | +10.0% | Added |
| Mirador Capital Partners LP | 4,161 | $283.0K | 0.07% | −32−0.8% | Reduced |
| Norwood Financial Corp | 4,158 | $283.0K | 0.50% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,162 | $283.0K | 0.04% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,163 | $283.0K | 0.04% | +51+1.2% | Added |
| Jones Financial Companies LLLP | 4,152 | $282.0K | 0.00% | −2,652−39.0% | Reduced |
| Thompson Investment Management, Inc. | 4,149 | $282.0K | 0.05% | +81+2.0% | Added |
| Steel Peak Wealth Management LLC | 4,132 | $281.0K | 0.02% | −4,342−51.2% | Reduced |
| LCM Capital Management Inc | 4,137 | $281.0K | 0.30% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 4,105 | $279.1K | 0.09% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 4,100 | $279.0K | 0.16% | +26+0.6% | Added |
| Lockerman Financial Group, Inc. | 4,086 | $278.0K | 0.80% | −644−13.6% | Reduced |
| Eads & Heald Wealth Management | 4,085 | $278.0K | 0.16% | −55−1.3% | Reduced |
| Providence First Trust Co | 4,087 | $278.0K | 0.17% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,082 | $278.0K | 0.09% | +38+0.9% | Added |
| Bill Few Associates, Inc. | 4,097 | $278.0K | 0.19% | +250+6.5% | Added |
| AllGen Financial Advisors, Inc. | 4,086 | $277.8K | 0.22% | 00.0% | Unchanged |
| Washington Trust Co | 4,075 | $277.0K | 0.01% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,068 | $277.0K | 0.17% | +131+3.3% | Added |
| Sabal Trust CO | 4,068 | $277.0K | 0.02% | +1,161+39.9% | Added |
| Heritage Wealth Advisors | 4,052 | $275.5K | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,050 | $275.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,044 | $275.0K | 0.05% | +728+22.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,035 | $274.0K | 0.20% | 00.0% | Unchanged |