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 |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 275 | $18.7K | 0.01% | +3+1.1% | Added |
| Eagle Bay Advisors LLC | 267 | $18.0K | 0.01% | +2+0.8% | Added |
| Dark Forest Capital Management LP | 271 | $18.0K | 0.00% | +268+8,933.3% | Added |
| Financial Perspectives, Inc | 256 | $17.4K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $17.0K | 0.01% | −257−100.0% | Reduced |
| Clean Yield Group | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 246 | $17.0K | 0.00% | +246 | New |
| Orion Capital Management LLC | 250 | $17.0K | 0.01% | +250 | New |
| Global Financial Private Client, LLC | 233 | $16.2K | 0.01% | +233 | New |
| Wolff Wiese Magana LLC | 232 | $16.0K | 0.01% | +15+6.9% | Added |
| Highlander Capital Management, LLC | 220 | $15.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 199 | $14.0K | 0.01% | +1+0.5% | Added |
| TSFG, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $14.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $14.0K | 0.01% | +160+400.0% | Added |
| WR Wealth Planners, LLC | 200 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 185 | $13.0K | 0.00% | −10−5.1% | Reduced |
| Monolith Advisors | 196 | $13.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 188 | $13.0K | 0.01% | +188 | New |
| Bourgeon Capital Management LLC | 175 | $12.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 174 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 174 | $12.0K | 0.00% | +174 | New |
| Tilia Fiduciary Partners, Inc. | 175 | $11.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 146 | $10.0K | 0.00% | −4−2.7% | Reduced |
| Stephenson National Bank & Trust | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 135 | $9.00K | 0.01% | +1+0.7% | Added |
| Valley National Advisers Inc | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 107 | $7.00K | 0.01% | +1+0.9% | Added |
| Sierra Capital LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 101 | $7.00K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 88 | $6.00K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 90 | $6.00K | 0.00% | +29+47.5% | Added |
| Morton Brown Family Wealth, LLC | 89 | $6.00K | 0.00% | +32+56.1% | Added |
| Retirement Group, LLC | 80 | $5.00K | 0.00% | −100−55.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 74 | $5.00K | 0.00% | +1+1.4% | Added |
| PFG Private Wealth Management, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 66 | $4.71K | 0.00% | +66 | New |
| Absolute Capital Management, LLC | 65 | $4.51K | 0.01% | +65 | New |
| Financial Enhancement Group LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 47 | $3.20K | 0.00% | −350−88.2% | Reduced |
| Mizuho Securities Co. Ltd. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 58 | $3.00K | 0.00% | +1+1.8% | Added |
| Gs Investments, Inc. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 42 | $2.85K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 23 | $2.00K | 0.00% | −44−65.7% | Reduced |
| Alaska Permanent Fund Corp | 24 | $2.00K | 0.00% | −12−33.3% | Reduced |
| Raffa Wealth Management, LLC | 19 | $1.29K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 17 | $1.00K | 0.00% | +5+41.7% | Added |
| USA Financial Portformulas Corp | 21 | $1.00K | 0.00% | +21 | New |
| Ten Capital Wealth Advisors, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Delos Wealth Advisors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Financial Synergies Wealth Advisors, Inc. | 14 | $952 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −353,766−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −187,000−100.0% | Sold out |
| Willis Investment Counsel | 0 | $0 | 0.00% | −115,566−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −92,632−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −81,876−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −57,861−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −45,488−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −31,907−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −19,536−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,280−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,527−100.0% | Sold out |
| Warberg Asset Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −9,784−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,323−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −9,269−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −8,986−100.0% | Sold out |
| Frontier Asset Management, LLC | 0 | $0 | 0.00% | −7,505−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,772−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −5,738−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −5,503−100.0% | Sold out |
| Graybill Bartz & Assoc Ltd | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,873−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Black Diamond Financial, LLC | 0 | $0 | 0.00% | −4,511−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −4,431−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −5,126−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −4,421−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −4,407−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −3,904−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −3,363−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −3,267−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |