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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 1,459 | $105.0K | 0.03% | −15−1.0% | Reduced |
| Princeton Global Asset Management LLC | 1,547 | $105.0K | 0.04% | +200+14.8% | Added |
| Accel Wealth Management | 1,474 | $104.0K | 0.06% | +3+0.2% | Added |
| Parkside Financial Bank & Trust | 1,540 | $104.0K | 0.03% | +94+6.5% | Added |
| WFA Asset Management Corp | 1,529 | $104.0K | 0.07% | +243+18.9% | Added |
| NVWM, LLC | 1,495 | $102.0K | 0.04% | −632−29.7% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $102.0K | 0.05% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,446 | $101.0K | 0.05% | +344+31.2% | Added |
| Addison Advisors LLC | 1,449 | $99.0K | 0.06% | −123−7.8% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $97.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,413 | $96.0K | 0.00% | +1,284+995.3% | Added |
| Clearview Wealth Advisors LLC | 1,401 | $95.0K | 0.08% | +2+0.1% | Added |
| GHP Investment Advisors, Inc. | 1,395 | $95.0K | 0.01% | +295+26.8% | Added |
| M&R Capital Management Inc | 1,350 | $91.0K | 0.03% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,341 | $91.0K | 0.06% | +11+0.8% | Added |
| Bellevue Asset Management, LLC | 1,285 | $90.0K | 0.07% | +4+0.3% | Added |
| Evoke Wealth, LLC | 1,256 | $85.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,230 | $84.0K | 0.01% | +166+15.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,225 | $83.0K | 0.01% | +80+7.0% | Added |
| Cyrus J. Lawrence, LLC | 1,167 | $79.0K | 0.02% | −1,450−55.4% | Reduced |
| Assetmark, Inc | 1,148 | $78.0K | 0.00% | −688−37.5% | Reduced |
| Trust Co | 1,093 | $74.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,097 | $74.0K | 0.03% | +1,097 | New |
| IAG Wealth Partners, LLC | 1,060 | $72.0K | 0.02% | −2,373−69.1% | Reduced |
| Cowa, LLC | 1,065 | $72.0K | 0.05% | +1,065 | New |
| Heritage Wealth Management, LLC | 1,045 | $71.0K | 0.02% | +23+2.3% | Added |
| American National Bank | 1,025 | $70.0K | 0.02% | +42+4.3% | Added |
| Rise Advisors, LLC | 1,012 | $69.0K | 0.06% | +77+8.2% | Added |
| Lee Financial Co | 967 | $66.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 972 | $66.0K | 0.01% | +972 | New |
| Pflug Koory, LLC | 948 | $64.0K | 0.04% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 938 | $64.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 942 | $64.0K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 943 | $64.0K | 0.06% | +200+26.9% | Added |
| Financial Connections Group, Inc. | 914 | $62.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 842 | $60.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 863 | $59.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 864 | $59.0K | 0.05% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 850 | $58.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 852 | $58.0K | 0.01% | +111+15.0% | Added |
| Seldon Capital LP | 820 | $56.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 807 | $55.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 801 | $54.0K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 773 | $53.0K | 0.01% | −86−10.0% | Reduced |
| Antonetti Capital Management LLC | 760 | $52.0K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 757 | $52.0K | 0.00% | +30+4.1% | Added |
| Aspire Private Capital, LLC | 743 | $51.0K | 0.02% | −140−15.9% | Reduced |
| Altshuler Shaham Ltd | 722 | $50.0K | 0.00% | −104−12.6% | Reduced |
| Missouri Trust & Investment Co | 735 | $50.0K | 0.03% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 736 | $50.0K | 0.04% | +700+1,944.4% | Added |
| HighMark Wealth Management LLC | 718 | $49.0K | 0.04% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 715 | $49.0K | 0.06% | +68+10.5% | Added |
| Logan Capital Management Inc | 700 | $48.0K | 0.00% | −64−8.4% | Reduced |
| Siena Capital LLC | 708 | $48.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 700 | $48.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $48.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $48.0K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 700 | $48.0K | 0.10% | +700 | New |
| SOA Wealth Advisors, LLC. | 695 | $47.0K | 0.01% | +76+12.3% | Added |
| Global Trust Asset Management, LLC | 663 | $45.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 669 | $45.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $44.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $43.0K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 625 | $42.5K | 0.00% | +622+20,733.3% | Added |
| Crewe Advisors LLC | 618 | $42.0K | 0.01% | +134+27.7% | Added |
| Webster Bank, N. A. | 596 | $41.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 602 | $41.0K | 0.01% | +602 | New |
| American Research & Management Co. | 587 | $40.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $40.0K | 0.09% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 588 | $40.0K | 0.01% | −3−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 580 | $39.4K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 552 | $38.0K | 0.00% | −535−49.2% | Reduced |
| Halpern Financial, Inc. | 550 | $37.4K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 537 | $37.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 534 | $36.0K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 502 | $34.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 489 | $33.0K | 0.03% | −79−13.9% | Reduced |
| Disciplined Investments, LLC | 477 | $32.0K | 0.01% | −35−6.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 468 | $32.0K | 0.03% | +1+0.2% | Added |
| BDO Wealth Advisors, LLC | 450 | $31.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 451 | $30.7K | 0.01% | +4+0.9% | Added |
| JNBA Financial Advisors | 437 | $30.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 424 | $29.0K | 0.01% | −181−29.9% | Reduced |
| IMA Wealth, Inc. | 431 | $29.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 405 | $28.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 409 | $27.0K | 0.00% | −300−42.3% | Reduced |
| First Community Trust NA | 400 | $27.0K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 401 | $27.0K | 0.01% | +3+0.8% | Added |
| Tucker Asset Management LLC | 402 | $26.3K | 0.01% | +1+0.2% | Added |
| Operose Advisors LLC | 364 | $25.0K | 0.02% | +344+1,720.0% | Added |
| Johnson Midwest Financial, LLC | 354 | $24.0K | 0.09% | +3+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 340 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 334 | $23.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 300 | $21.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 307 | $21.0K | 0.02% | +307 | New |
| Evermay Wealth Management LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $20.0K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 280 | $19.0K | 0.01% | 00.0% | Unchanged |