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 5 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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 187,379 | $12.7M | 0.18% | −1,417−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 184,179 | $12.5M | 0.07% | +14,365+8.5% | Added |
| Oregon Public Employees Retirement Fund | 177,792 | $12.1M | 0.17% | −6,592−3.6% | Reduced |
| AXA S.A. | 175,471 | $11.9M | 0.05% | +7,695+4.6% | Added |
| Gulf International Bank (UK) Ltd | 171,548 | $11.7M | 0.22% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 170,835 | $11.6M | 0.06% | +15,409+9.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 168,471 | $11.5M | 0.07% | +16,455+10.8% | Added |
| Tower Research Capital LLC (TRC) | 164,457 | $11.2M | 0.18% | +89,512+119.4% | Added |
| M&T Bank Corp | 164,331 | $11.2M | 0.05% | +14,619+9.8% | Added |
| State of Alaska, Department of Revenue | 161,497 | $11.0M | 0.15% | −7,075−4.2% | Reduced |
| Leavell Investment Management, Inc. | 159,855 | $10.9M | 0.86% | +5,464+3.5% | Added |
| HB Wealth Management, LLC | 157,633 | $10.7M | 0.23% | −899−0.6% | Reduced |
| Quadrature Capital Ltd | 156,935 | $10.7M | 0.35% | +128,916+460.1% | Added |
| Nisa Investment Advisors, LLC | 156,479 | $10.6M | 0.09% | +5,064+3.3% | Added |
| Maryland Capital Management | 154,385 | $10.5M | 0.88% | +580.0% | Added |
| Stephens Inc | 152,556 | $10.4M | 0.22% | +16,259+11.9% | Added |
| Schroder Investment Management Group | 152,531 | $10.4M | 0.02% | −11,032−6.7% | Reduced |
| Eagle Ridge Investment Management | 152,475 | $10.4M | 1.30% | −797−0.5% | Reduced |
| ProShare Advisors LLC | 152,309 | $10.4M | 0.04% | −16,154−9.6% | Reduced |
| Texas Permanent School Fund | 150,408 | $10.2M | 0.16% | +10,064+7.2% | Added |
| New York Life Investment Management LLC | 149,748 | $10.2M | 0.12% | +427+0.3% | Added |
| Mutual of America Capital Management LLC | 147,177 | $10.0M | 0.14% | +2,309+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 147,182 | $10.0M | 0.03% | +15,206+11.5% | Added |
| Advisory Services Network, LLC | 145,755 | $9.91M | 0.35% | −28,598−16.4% | Reduced |
| Intact Investment Management Inc. | 144,000 | $9.80M | 0.32% | 00.0% | Unchanged |
| Rockland Trust Co | 135,122 | $9.19M | 0.66% | −2,455−1.8% | Reduced |
| Kingsview Wealth Management, LLC | 134,814 | $9.17M | 0.43% | +8,709+6.9% | Added |
| Bell Bank | 132,685 | $9.02M | 1.15% | +13,202+11.0% | Added |
| Advocate Group LLC | 131,516 | $8.94M | 2.21% | −5,716−4.2% | Reduced |
| Bridgeworth, LLC | 129,949 | $8.84M | 2.05% | −2,733−2.1% | Reduced |
| Keybank National Association | 127,717 | $8.69M | 0.05% | −2,536−1.9% | Reduced |
| Worldquant Millennium Advisors LLC | 126,569 | $8.61M | 0.21% | +126,569 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 126,270 | $8.59M | 0.06% | +1,173+0.9% | Added |
| Nissay Asset Management Corp | 125,973 | $8.57M | 0.09% | +4,456+3.7% | Added |
| Buckhead Capital Management LLC | 124,738 | $8.48M | 2.20% | −490.0% | Reduced |
| Umb Bank N A | 124,457 | $8.46M | 0.14% | +6,976+5.9% | Added |
| Czech National Bank | 123,536 | $8.40M | 0.24% | +123,536 | New |
| Cetera Advisor Networks LLC | 122,946 | $8.36M | 0.10% | +13,450+12.3% | Added |
| Becker Capital Management Inc | 122,816 | $8.35M | 0.44% | +2,215+1.8% | Added |
| Morgan Dempsey Capital Management LLC | 121,687 | $8.28M | 2.73% | +341+0.3% | Added |
| Mercer Global Advisors Inc | 121,329 | $8.25M | 0.05% | +15,977+15.2% | Added |
| Biondo Investment Advisors, LLC | 119,487 | $8.21M | 1.89% | +1,296+1.1% | Added |
| Andra AP-fonden | 119,400 | $8.12M | 0.27% | +2,900+2.5% | Added |
| CIBC Private Wealth Group, LLC | 119,218 | $8.11M | 0.02% | −1,763−1.5% | Reduced |
| TCTC Holdings, LLC | 118,858 | $8.08M | 0.35% | −184−0.2% | Reduced |
| Brinker Capital Investments, LLC | 118,774 | $8.08M | 0.17% | −1,065−0.9% | Reduced |
| Trexquant Investment LP | 118,586 | $8.06M | 0.28% | +108,166+1,038.1% | Added |
| Signature Wealth Management Group | 118,057 | $8.03M | 4.08% | −2,986−2.5% | Reduced |
| Pinnacle Financial Partners Inc | 116,734 | $7.94M | 0.29% | +8,196+7.6% | Added |
| Cornerstone Advisors, LLC | 116,500 | $7.92M | 0.39% | +98,000+529.7% | Added |
| ING Groep NV | 115,048 | $7.82M | 0.13% | −54,081−32.0% | Reduced |
| Bragg Financial Advisors, Inc | 113,716 | $7.73M | 0.53% | +5,454+5.0% | Added |
| Vestcor Inc | 113,642 | $7.73M | 0.29% | +88,968+360.6% | Added |
| Agf Investments Inc. | 111,882 | $7.61M | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 110,187 | $7.58M | 0.01% | +29,881+37.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 109,731 | $7.46M | 0.04% | +1,246+1.1% | Added |
| Associated Banc-Corp | 109,407 | $7.44M | 0.34% | +2,177+2.0% | Added |
| Cetera Investment Advisers | 108,257 | $7.36M | 0.15% | −10,162−8.6% | Reduced |
| Fiduciary Group LLC | 111,466 | $7.32M | 0.95% | +2,201+2.0% | Added |
| New England Asset Management Inc | 106,537 | $7.24M | 0.12% | +1,217+1.2% | Added |
| Davenport & Co LLC | 105,702 | $7.19M | 0.06% | +4,835+4.8% | Added |
| Hantz Financial Services, Inc. | 105,698 | $7.19M | 0.25% | +2,446+2.4% | Added |
| British Columbia Investment Management Corp | 105,117 | $7.15M | 0.08% | −17,813−14.5% | Reduced |
| Kanawha Capital Management LLC | 104,906 | $7.13M | 0.78% | −2,999−2.8% | Reduced |
| Susquehanna International Group, LLP | 103,492 | $7.04M | 0.01% | −79,904−43.6% | Reduced |
| Mayflower Financial Advisors, LLC | 103,196 | $7.02M | 1.13% | +60.0% | Added |
| Jane Street Group, LLC | 102,634 | $6.98M | 0.01% | +93,409+1,012.6% | Added |
| Commerce Bank | 101,725 | $6.92M | 0.06% | −7,392−6.8% | Reduced |
| Westpac Banking Corp | 101,530 | $6.90M | 0.11% | +5,504+5.7% | Added |
| Teachers Retirement System of the State of Kentucky | 101,084 | $6.87M | 0.08% | +101,084 | New |
| MainStreet Investment Advisors LLC | 100,883 | $6.86M | 0.84% | +50.0% | Added |
| Advisors Management Group Inc | 100,814 | $6.86M | 2.73% | −29,358−22.6% | Reduced |
| Hartford Investment Management Co | 100,719 | $6.85M | 0.22% | −6,655−6.2% | Reduced |
| Xponance, Inc. | 100,618 | $6.84M | 0.13% | +17,221+20.6% | Added |
| Jump Financial, LLC | 100,331 | $6.82M | 0.27% | +100,331 | New |
| Raymond James Trust N.A. | 100,234 | $6.82M | 0.25% | +141+0.1% | Added |
| Independent Advisor Alliance | 100,211 | $6.81M | 0.40% | −132,192−56.9% | Reduced |
| Zimmer Partners, LP | 100,100 | $6.81M | 0.15% | +100,100 | New |
| Fifth Third Bancorp | 99,911 | $6.79M | 0.04% | −981−1.0% | Reduced |
| Atria Investments LLC | 99,637 | $6.78M | 0.15% | +436+0.4% | Added |
| Point72 Hong Kong Ltd | 99,247 | $6.75M | 0.41% | +98,879+26,869.3% | Added |
| Edgemoor Investment Advisors, Inc. | 97,034 | $6.60M | 0.88% | +195+0.2% | Added |
| Churchill Management Corp | 96,066 | $6.53M | 0.18% | +588+0.6% | Added |
| Blair William & Co | 95,820 | $6.52M | 0.03% | +190.0% | Added |
| First PREMIER Bank | 95,206 | $6.47M | 2.11% | +199+0.2% | Added |
| Principle Wealth Partners LLC | 95,070 | $6.46M | 0.84% | +122+0.1% | Added |
| Trustmark National Bank Trust Department | 93,886 | $6.38M | 0.61% | −5,054−5.1% | Reduced |
| Barometer Capital Management Inc. | 93,450 | $6.35M | 2.62% | +93,450 | New |
| Orion Portfolio Solutions, LLC | 93,309 | $6.34M | 0.25% | −4,408−4.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 92,533 | $6.29M | 0.96% | +1,308+1.4% | Added |
| Private Advisor Group, LLC | 90,443 | $6.15M | 0.07% | −12,277−12.0% | Reduced |
| Insight Folios Inc | 90,267 | $6.14M | 3.12% | +1,709+1.9% | Added |
| Thomasville National Bank | 89,493 | $6.08M | 0.73% | −757−0.8% | Reduced |
| Bank of Nova Scotia | 89,330 | $6.08M | 0.02% | +222+0.2% | Added |
| Cetera Advisors LLC | 89,143 | $6.06M | 0.16% | +638+0.7% | Added |
| Aull & Monroe Investment Management Corp | 88,760 | $6.04M | 3.31% | +110.0% | Added |
| Massmutual Trust Co FSB | 88,331 | $6.01M | 0.27% | −7,394−7.7% | Reduced |
| Panagora Asset Management Inc | 88,288 | $6.00M | 0.04% | −340.0% | Reduced |
| Assenagon Asset Management S.A. | 88,225 | $6.00M | 0.03% | +66,842+312.6% | Added |
| Alerus Financial NA | 87,284 | $5.93M | 0.59% | −501−0.6% | Reduced |