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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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ3 2022: 1,661 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ3 2022: $46.0B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2022.

Institutions holding SO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Stanley-Laman Group, Ltd.0$00.00%−3,172−100.0%Sold out
Flputnam Investment Management Co0$00.00%−3,136−100.0%Sold out
Monument Capital Management0$00.00%−3,109−100.0%Sold out
Brendel Financial Advisors LLC0$00.00%−3,100−100.0%Sold out
Abner Herrman & Brock LLC0$00.00%−3,067−100.0%Sold out
Hightower 6M Holding, LLC0$00.00%−3,068−100.0%Sold out
Signature Wealth Management Partners, LLC0$00.00%−3,040−100.0%Sold out
SBB Research Group LLC0$00.00%−3,049−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−2,998−100.0%Sold out
Zevin Asset Management LLC0$00.00%−2,983−100.0%Sold out
Iowa State Bank0$00.00%−2,965−100.0%Sold out
Harvey Investment Co LLC0$00.00%−2,926−100.0%Sold out
Chickasaw Capital Management LLC0$00.00%−2,932−100.0%Sold out
Paradigm Financial Partners, LLC0$00.00%−2,927−100.0%Sold out
Barnes Pettey Financial Advisors, LLC0$00.00%−2,931−100.0%Sold out
Univest Financial Corp0$00.00%−2,926−100.0%Sold out
Wilkins Investment Counsel Inc0$00.00%−2,900−100.0%Sold out
Aveo Capital Partners, LLC0$00.00%−2,901−100.0%Sold out
Physicians Financial Services, Inc.0$00.00%−2,889−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−2,894−100.0%Sold out
Nova R Wealth, Inc.0$00.00%−2,869−100.0%Sold out
Trust Investment Advisors0$00.00%−2,854−100.0%Sold out
First Citizens Financial Corp0$00.00%−2,857−100.0%Sold out
Forum Private Client Group LLC0$00.00%−2,867−100.0%Sold out
First National Bank of Mount Dora, Trust Investment Services0$00.00%−2,809−100.0%Sold out
Pensionmark Financial Group, LLC0$00.00%−2,597−100.0%Sold out
WealthShield Partners, LLC0$00.00%−2,824−100.0%Sold out
Calton & Associates, Inc.0$00.00%−2,810−100.0%Sold out
LMCG Investments, LLC0$00.00%−2,800−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−1,960−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−1,923−100.0%Sold out
Heritage Financial Services, LLC0$00.00%−1,441−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−1,220−100.0%Sold out
Paloma Partners Management Co0$00.00%−1,200−100.0%Sold out
Sterling Investment Advisors, Ltd.0$00.00%−900−100.0%Sold out
Elequin Capital LP0$00.00%−858−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−775−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−600−100.0%Sold out
State of Wyoming0$00.00%−424−100.0%Sold out
Chilton Capital Management LLC0$00.00%−352−100.0%Sold out
Investment Research & Advisory Group, Inc.0$00.00%−331−100.0%Sold out
Win Advisors, Inc0$00.00%−184−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−168−100.0%Sold out
Curi Capital0$00.00%−163−100.0%Sold out
Tfo-TDC, LLC0$00.00%−135−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−75−100.0%Sold out
Steward Financial Group LLC0$00.00%−58−100.0%Sold out
Certified Advisory Corp0$00.00%−42−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−93−100.0%Sold out
Karlinski Andrew C0$00.00%−3−100.0%Sold out
Farmer Steven Patrick––––Not filed
Sciencast Management LP––––Not filed
Dixon Hubard Feinour & Brown Inc––––Not filed
Reynolds Investment Management, Inc.––––Not filed
Advisor Partners LLC––––Not filed
HighPoint Advisor Group LLC––––Not filed
B. Riley Wealth Management, Inc.––––Not filed
Altium Wealth Management LLC––––Not filed
Glassy Mountain Advisors, Inc.––––Not filed
Bivin & Associates, Inc.––––Not filed
BT Wealth Management LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Murphy Capital Management Inc––––Not filed
NTB Financial Corp––––Not filed
Intersect Capital LLC––––Not filed
Frontier Wealth Management LLC––––Not filed
Crossvault Capital Management LLC––––Not filed
BFT Financial Group, LLC––––Not filed
KerberRose Wealth Management, LLC––––Not filed
Brewin Dolphin Ltd––––Not filed
Minot Wealth Management LLC––––Not filed
Plan Group Financial, LLC––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
Pinnacle Private Wealth, LLC––––Not filed
Strategic Capital Advisers, Inc.––––Not filed
Quintet Private Bank (Europe) S.A.––––Not filed
Private Capital Group, LLC––––Not filed
Cordasco Financial Network––––Not filed
Enterprise Trust & Investment Co––––Not filed
Lake Point Wealth Management––––Not filed
Exane Derivatives––––Not filed