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 |
|---|---|---|---|---|---|
| Shorepoint Capital Partners LLC | 4,025 | $274.0K | 0.13% | 00.0% | Unchanged |
| Schubert & Co | 4,033 | $274.0K | 0.26% | +12+0.3% | Added |
| Fagan Associates, Inc. | 4,011 | $273.0K | 0.08% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,000 | $272.0K | 0.08% | 00.0% | Unchanged |
| American State Bank (Iowa) | 3,998 | $271.9K | 0.24% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,988 | $271.0K | 0.02% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,981 | $270.0K | 0.04% | −33−0.8% | Reduced |
| Advisory Alpha, LLC | 3,958 | $269.0K | 0.02% | +112+2.9% | Added |
| Childress Capital Advisors, LLC | 3,889 | $269.0K | 0.10% | +61+1.6% | Added |
| WMS Partners, LLC | 3,937 | $268.0K | 0.04% | −52−1.3% | Reduced |
| FLC Capital Advisors | 3,940 | $268.0K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,947 | $268.0K | 0.06% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 3,939 | $268.0K | 0.03% | +2+0.1% | Added |
| Financial Architects, Inc | 3,946 | $268.0K | 0.05% | +3,946 | New |
| apricus wealth, LLC | 3,925 | $267.0K | 0.27% | −500−11.3% | Reduced |
| Bourne Lent Asset Management Inc | 3,931 | $267.0K | 0.12% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,931 | $267.0K | 0.00% | +449+12.9% | Added |
| S.E.E.D. Planning Group LLC | 3,916 | $266.0K | 0.12% | −7−0.2% | Reduced |
| Relative Value Partners Group, LLC | 3,910 | $266.0K | 0.02% | +3,910 | New |
| Beck Mack & Oliver LLC | 3,900 | $265.0K | 0.01% | −52−1.3% | Reduced |
| Peak Asset Management, LLC | 3,900 | $265.0K | 0.08% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,896 | $265.0K | 0.13% | +34+0.9% | Added |
| TD Waterhouse Canada Inc. | 3,744 | $264.4K | 0.00% | −200−5.1% | Reduced |
| QVR LLC | 3,878 | $264.0K | 0.24% | +3,878 | New |
| Jmac Enterprises LLC | 3,821 | $260.0K | 0.07% | +17+0.4% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $259.0K | 0.12% | −400−9.5% | Reduced |
| Client 1st Advisory Group, LLC | 3,805 | $259.0K | 0.16% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,808 | $258.9K | 0.11% | +10+0.3% | Added |
| Cypress Capital Management LLC | 3,760 | $256.0K | 0.05% | −100−2.6% | Reduced |
| MCF Advisors LLC | 3,757 | $255.0K | 0.03% | +5+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 3,764 | $255.0K | 0.03% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,750 | $255.0K | 0.18% | +500+15.4% | Added |
| Alaethes Wealth LLC | 3,725 | $253.0K | 0.19% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,725 | $253.0K | 0.06% | +175+4.9% | Added |
| King Wealth | 3,709 | $252.0K | 0.06% | −500−11.9% | Reduced |
| Nadler Financial Group, Inc. | 3,701 | $252.0K | 0.05% | +250+7.2% | Added |
| ML & R Wealth Management LLC | 3,672 | $250.0K | 0.08% | −724−16.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 3,670 | $250.0K | 0.12% | −400−9.8% | Reduced |
| Drake & Associates, LLC | 3,674 | $250.0K | 0.14% | −219−5.6% | Reduced |
| WealthBridge Capital Management, LLC | 3,501 | $250.0K | 0.11% | 00.0% | Unchanged |
| Athena Investment Management | 3,663 | $249.0K | 0.21% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,653 | $248.0K | 0.17% | −592−13.9% | Reduced |
| Davis R M Inc | 3,652 | $248.0K | 0.01% | −25−0.7% | Reduced |
| Spire Wealth Management | 3,627 | $247.0K | 0.01% | −15,056−80.6% | Reduced |
| Arlington Partners LLC | 3,625 | $247.0K | 0.10% | −116−3.1% | Reduced |
| Samalin Investment Counsel, LLC | 3,639 | $247.0K | 0.18% | +7+0.2% | Added |
| Nikulski Financial, Inc. | 3,620 | $246.0K | 0.13% | +450+14.2% | Added |
| Jacobs Levy Equity Management, Inc | 3,608 | $245.0K | 0.00% | −68,244−95.0% | Reduced |
| Journey Advisory Group, LLC | 3,605 | $245.0K | 0.06% | −1,500−29.4% | Reduced |
| Trust Co of Virginia | 3,600 | $245.0K | 0.03% | −166−4.4% | Reduced |
| Capstone Financial Advisors, Inc. | 3,607 | $245.0K | 0.02% | +300+9.1% | Added |
| Sweet Financial Partners, LLC | 3,606 | $245.0K | 0.08% | +333+10.2% | Added |
| Gray Wealth Management Inc. | 3,591 | $244.0K | 0.16% | +4+0.1% | Added |
| Centiva Capital, LP | 3,586 | $244.0K | 0.02% | +3,586 | New |
| Aviance Capital Partners, LLC | 3,568 | $243.0K | 0.06% | −4,385−55.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,576 | $243.0K | 0.18% | −15−0.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,560 | $242.0K | 0.24% | −89−2.4% | Reduced |
| Wealthspan Partners, LLC | 3,560 | $242.0K | 0.25% | +610+20.7% | Added |
| Fulton Breakefield Broenniman LLC | 3,549 | $241.0K | 0.02% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,537 | $240.5K | 0.06% | +153+4.5% | Added |
| David Loasby | 3,748 | $240.0K | 0.04% | +43+1.2% | Added |
| Strategic Advisors LLC | 3,533 | $240.0K | 0.05% | +10.0% | Added |
| Mairs & Power Inc | 3,500 | $238.0K | 0.00% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 3,498 | $238.0K | 0.35% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,467 | $236.0K | 0.01% | +3,467 | New |
| Ironsides Asset Advisors, LLC | 3,470 | $236.0K | 0.11% | +3,470 | New |
| Private Portfolio Partners LLC | 3,459 | $235.2K | 0.07% | +19+0.6% | Added |
| Apexium Financial, LP | 3,463 | $235.0K | 0.03% | +3,463 | New |
| Annex Advisory Services, LLC | 3,447 | $234.0K | 0.02% | −31−0.9% | Reduced |
| Investors Asset Management of Georgia Inc | 3,445 | $234.0K | 0.12% | +152+4.6% | Added |
| Acropolis Investment Management, LLC | 3,432 | $233.0K | 0.02% | −53−1.5% | Reduced |
| DF Dent & Co Inc | 3,424 | $233.0K | 0.00% | −38−1.1% | Reduced |
| Milestone Advisory Partners | 3,408 | $232.0K | 0.17% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,417 | $232.0K | 0.12% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,253 | $232.0K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,393 | $231.0K | 0.03% | −5,290−60.9% | Reduced |
| Insight Advisors, LLC | 3,399 | $231.0K | 0.09% | −18−0.5% | Reduced |
| Anchor Capital Advisors LLC | 3,400 | $231.0K | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 3,401 | $231.0K | 0.03% | +110+3.3% | Added |
| West Paces Advisors Inc. | 3,373 | $229.4K | 0.08% | −5−0.1% | Reduced |
| Fort Washington Investment Advisors Inc | 3,369 | $229.0K | 0.00% | −500−12.9% | Reduced |
| Mission Wealth Management, LP | 3,352 | $228.0K | 0.01% | +3,352 | New |
| OmniStar Financial Group, Inc. | 3,351 | $227.0K | 0.27% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,318 | $226.0K | 0.03% | −2,056−38.3% | Reduced |
| Semmax Financial Advisors Inc. | 3,565 | $226.0K | 0.10% | +29+0.8% | Added |
| CX Institutional | 3,319 | $226.0K | 0.02% | −105−3.1% | Reduced |
| Eagle Rock Investment Company, LLC | 3,321 | $226.0K | 0.06% | +3,321 | New |
| Zullo Investment Group, Inc. | 3,311 | $225.0K | 0.15% | −93−2.7% | Reduced |
| Meridian Financial, LLC | 3,281 | $223.2K | 0.26% | −151−4.4% | Reduced |
| WealthTrust Asset Management, LLC | 3,279 | $223.0K | 0.24% | +7+0.2% | Added |
| WealthPlan Investment Management, LLC | 3,253 | $223.0K | 0.02% | +3,253 | New |
| Boyar Asset Management Inc. | 3,265 | $222.0K | 0.18% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 19,283 | $222.0K | 0.03% | +19,283 | New |
| Gamble Jones Investment Counsel | 3,248 | $221.0K | 0.02% | −765−19.1% | Reduced |
| Girard Partners Ltd. | 3,264 | $221.0K | 0.03% | −117−3.5% | Reduced |
| First Interstate Bank | 3,252 | $221.0K | 0.02% | +3,252 | New |
| Campbell Wealth Management | 3,255 | $221.0K | 0.03% | +3,255 | New |
| Bangor Savings Bank | 3,225 | $219.0K | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,206 | $218.0K | 0.02% | +46+1.5% | Added |
| Pitcairn Co | 3,192 | $217.0K | 0.02% | +22+0.7% | Added |