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 |
|---|---|---|---|---|---|
| Buttonwood Financial Advisors Inc. | 3,377 | $216.0K | 0.19% | −110−3.2% | Reduced |
| Boston Trust Walden Corp | 3,175 | $216.0K | 0.00% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 3,167 | $215.4K | 0.07% | −1,436−31.2% | Reduced |
| St. Louis Trust Co | 3,500 | $215.0K | 0.06% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,162 | $215.0K | 0.21% | −314−9.0% | Reduced |
| CRA Financial Services, LLC | 3,167 | $215.0K | 0.08% | −70−2.2% | Reduced |
| Biltmore Wealth Management, LLC | 3,169 | $215.0K | 0.10% | +2+0.1% | Added |
| Wedgewood Investors Inc | 3,150 | $214.0K | 0.33% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 3,139 | $213.0K | 0.00% | 00.0% | Unchanged |
| Tufton Capital Management | 3,132 | $213.0K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,127 | $213.0K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 3,131 | $213.0K | 0.03% | +165+5.6% | Added |
| Summit Wealth Partners, LLC | 3,120 | $212.2K | 0.06% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,101 | $211.0K | 0.12% | −155−4.8% | Reduced |
| Hemenway Trust Co LLC | 3,100 | $211.0K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,107 | $211.0K | 0.03% | +3,107 | New |
| Octavia Wealth Advisors, LLC | 3,082 | $210.0K | 0.06% | +148+5.0% | Added |
| Axxcess Wealth Management, LLC | 3,035 | $206.0K | 0.02% | −11−0.4% | Reduced |
| Enterprise Financial Services Corp | 3,017 | $205.0K | 0.15% | −204−6.3% | Reduced |
| VeraBank, N.A. | 3,012 | $205.0K | 0.13% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 3,000 | $204.0K | 0.13% | −30−1.0% | Reduced |
| Weybosset Research & Management LLC | 3,000 | $204.0K | 0.09% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $204.0K | 0.21% | 00.0% | Unchanged |
| Corsicana & Co. | 3,000 | $204.0K | 0.17% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,997 | $204.0K | 0.13% | +18+0.6% | Added |
| KC Investment Advisors, LLC | 2,994 | $204.0K | 0.18% | +2,994 | New |
| Klingenstein Fields & Co LP | 2,978 | $203.0K | 0.01% | −200−6.3% | Reduced |
| Cedar Mountain Advisors, LLC | 2,988 | $203.0K | 0.07% | +11+0.4% | Added |
| Buck Wealth Strategies, LLC | 3,109 | $201.2K | 0.09% | +3,109 | New |
| Cadence Bank NA | 2,952 | $201.0K | 1.25% | −2,720−48.0% | Reduced |
| Whittier Trust Co | 2,960 | $201.0K | 0.00% | −334−10.1% | Reduced |
| Alpha Omega Wealth Management LLC | 2,960 | $201.0K | 0.04% | 00.0% | Unchanged |
| Inverness Counsel LLC | 2,950 | $201.0K | 0.01% | +2,950 | New |
| Cannon Financial Strategists, Inc. | 2,955 | $200.9K | 0.08% | −605−17.0% | Reduced |
| JJJ Advisors Inc. | 3,123 | $200.0K | 0.07% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,945 | $200.0K | 0.05% | +2+0.1% | Added |
| LexAurum Advisors, LLC | 2,945 | $200.0K | 0.08% | +10.0% | Added |
| Forefront Wealth Management Inc. | 2,941 | $200.0K | 0.28% | +2+0.1% | Added |
| Satovsky Asset Management LLC | 2,939 | $200.0K | 0.12% | +25+0.9% | Added |
| Rock Creek Group, LP | 2,892 | $197.0K | 0.03% | +1,174+68.3% | Added |
| Beaird Harris Wealth Management, LLC | 2,893 | $197.0K | 0.04% | +2,793+2,793.0% | Added |
| AlphaMark Advisors, LLC | 2,846 | $194.0K | 0.10% | −200−6.6% | Reduced |
| Field & Main Bank | 2,835 | $193.0K | 0.13% | −45−1.6% | Reduced |
| AIA Group Ltd | 2,806 | $191.0K | 0.01% | −1,728−38.1% | Reduced |
| Motco | 2,805 | $191.0K | 0.02% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,800 | $190.0K | 0.06% | −660−19.1% | Reduced |
| Ellis Investment Partners, LLC | 2,799 | $190.0K | 0.05% | +18+0.6% | Added |
| Community Bank, N.A. | 2,784 | $189.0K | 0.03% | −1,265−31.2% | Reduced |
| TFC Financial Management | 2,722 | $185.0K | 0.06% | +1,000+58.1% | Added |
| PYA Waltman Capital, LLC | 2,696 | $183.0K | 0.11% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,678 | $182.0K | 0.02% | +103+4.0% | Added |
| Horan Securities, Inc. | 2,639 | $179.0K | 0.11% | −387−12.8% | Reduced |
| Lindbrook Capital, LLC | 2,622 | $178.0K | 0.03% | +532+25.5% | Added |
| Westside Investment Management, Inc. | 2,510 | $170.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2,495 | $169.0K | 0.00% | +10.0% | Added |
| Tompkins Financial Corp | 2,455 | $167.0K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 2,414 | $164.0K | 0.02% | −2,232−48.0% | Reduced |
| Column Capital Advisors, LLC | 2,406 | $164.0K | 0.03% | −400−14.3% | Reduced |
| Essex Investment Management Co LLC | 2,400 | $163.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,385 | $162.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 2,378 | $162.0K | 0.05% | +2,378 | New |
| Stephens Consulting, LLC | 2,379 | $161.8K | 0.15% | 00.0% | Unchanged |
| Tevis Investment Management | 2,338 | $159.0K | 0.15% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,305 | $156.7K | 0.09% | −971−29.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,283 | $155.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 49,267 | $154.0K | 0.04% | −90−0.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,223 | $154.0K | 0.00% | +2,223 | New |
| PrairieView Partners, LLC | 2,226 | $151.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2,220 | $151.0K | 0.03% | +15+0.7% | Added |
| CVA Family Office, LLC | 2,215 | $151.0K | 0.04% | +205+10.2% | Added |
| Interactive Financial Advisors | 2,208 | $150.0K | 0.09% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,186 | $149.0K | 0.03% | +4+0.2% | Added |
| Versant Capital Management, Inc | 2,171 | $148.0K | 0.06% | +25+1.2% | Added |
| Avion Wealth | 2,162 | $147.0K | 0.05% | −34−1.5% | Reduced |
| Clear Investment Research, LLC | 2,090 | $142.0K | 0.30% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,080 | $141.0K | 0.02% | −2,080−50.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,038 | $139.0K | 0.09% | +398+24.3% | Added |
| Bank of New Hampshire | 2,030 | $138.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,030 | $138.0K | 1.86% | +1,940+2,155.6% | Added |
| BerganKDV Wealth Management, LLC | 1,990 | $135.0K | 0.02% | −337−14.5% | Reduced |
| Smithfield Trust Co | 1,960 | $133.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,842 | $125.0K | 0.01% | −329−15.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,793 | $122.0K | 0.06% | +15+0.8% | Added |
| Northwest Investment Counselors, LLC | 1,750 | $119.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,741 | $118.0K | 0.01% | +152+9.6% | Added |
| Kistler-Tiffany Companies, LLC | 1,722 | $117.0K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,720 | $117.0K | 0.09% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $117.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,715 | $117.0K | 0.02% | +193+12.7% | Added |
| Vigilant Capital Management, LLC | 1,700 | $116.0K | 0.01% | −500−22.7% | Reduced |
| Sound Income Strategies, LLC | 1,687 | $115.0K | 0.02% | −23−1.3% | Reduced |
| Center for Financial Planning, Inc. | 1,660 | $113.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,657 | $113.0K | 0.01% | +42+2.6% | Added |
| Quent Capital, LLC | 1,624 | $110.0K | 0.02% | +50+3.2% | Added |
| Pinebridge Investments, L.P. | 1,596 | $109.0K | 0.00% | −18−1.1% | Reduced |
| Alpha Paradigm Partners, LLC | 1,581 | $108.0K | 0.05% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,555 | $106.0K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,553 | $106.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,553 | $106.0K | 0.02% | +11+0.7% | Added |
| Wellington Shields Capital Management, LLC | 1,544 | $105.0K | 0.02% | +1+0.1% | Added |