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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,029 | $5.92M | 0.14% | +4,544+5.5% | Added |
| Securian Asset Management, Inc | 86,588 | $5.89M | 0.18% | −29,367−25.3% | Reduced |
| Contravisory Investment Management, Inc. | 84,041 | $5.71M | 1.91% | +222+0.3% | Added |
| Carret Asset Management, LLC | 83,547 | $5.68M | 0.85% | −280−0.3% | Reduced |
| Kentucky Retirement Systems | 83,210 | $5.66M | 0.24% | +4,351+5.5% | Added |
| Fisher Asset Management, LLC | 82,875 | $5.64M | 0.00% | −2,734−3.2% | Reduced |
| Lido Advisors, LLC | 82,870 | $5.63M | 0.11% | +29,441+55.1% | Added |
| Central Trust Co | 82,033 | $5.58M | 0.19% | +360+0.4% | Added |
| Huntington National Bank | 81,679 | $5.55M | 0.06% | −3,040−3.6% | Reduced |
| Kempen Capital Management N.V. | 81,563 | $5.55M | 0.22% | +43,745+115.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 81,534 | $5.54M | 0.14% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 80,699 | $5.49M | 2.76% | −1,266−1.5% | Reduced |
| RFG Advisory, LLC | 85,171 | $5.45M | 0.31% | +6,038+7.6% | Added |
| Elo Mutual Pension Insurance Co | 79,802 | $5.43M | 0.20% | −3,770−4.5% | Reduced |
| Avantax Advisory Services, Inc. | 79,635 | $5.42M | 0.08% | +1,628+2.1% | Added |
| Sky Investment Group LLC | 79,425 | $5.40M | 1.40% | −230−0.3% | Reduced |
| Visionary Wealth Advisors | 79,145 | $5.38M | 0.56% | +2,555+3.3% | Added |
| Sound View Wealth Advisors Group, LLC | 78,012 | $5.30M | 1.19% | −2,007−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 76,869 | $5.23M | 0.03% | +16,627+27.6% | Added |
| NewSquare Capital LLC | 76,350 | $5.19M | 0.65% | +4,919+6.9% | Added |
| ExodusPoint Capital Management, LP | 76,205 | $5.18M | 0.07% | +76,205 | New |
| Crossmark Global Holdings, Inc. | 75,848 | $5.16M | 0.14% | −1,143−1.5% | Reduced |
| Schnieders Capital Management LLC | 74,299 | $5.05M | 1.34% | −5,402−6.8% | Reduced |
| South Dakota Investment Council | 74,206 | $5.05M | 0.12% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 74,097 | $5.04M | 0.53% | +4,666+6.7% | Added |
| Naples Global Advisors, LLC | 73,086 | $4.97M | 0.68% | +837+1.2% | Added |
| D. E. Shaw & Co., Inc. | 72,880 | $4.96M | 0.01% | +18,635+34.4% | Added |
| Albion Financial Group | 72,249 | $4.91M | 0.51% | +1,216+1.7% | Added |
| Tudor Investment Corp Et Al | 71,907 | $4.89M | 0.12% | −37,962−34.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 65,720 | $4.87M | 1.71% | +45,100+218.7% | Added |
| Institutional & Family Asset Management, LLC | 71,533 | $4.86M | 0.88% | +1,007+1.4% | Added |
| Chronos Wealth Management, LLC | 71,457 | $4.86M | 4.02% | −4,090−5.4% | Reduced |
| Daiwa Securities Group Inc. | 70,970 | $4.83M | 0.04% | +3,115+4.6% | Added |
| D.A. Davidson & Co. | 70,773 | $4.81M | 0.06% | −1,724−2.4% | Reduced |
| IFG Advisory, LLC | 70,704 | $4.81M | 0.44% | −906−1.3% | Reduced |
| Sigma Planning Corp | 70,546 | $4.80M | 0.18% | −2,472−3.4% | Reduced |
| Carson Advisory Inc. | 70,298 | $4.78M | 5.30% | +194+0.3% | Added |
| TD Private Client Wealth LLC | 70,092 | $4.77M | 0.24% | +4,298+6.5% | Added |
| Anchor Investment Management, LLC | 68,683 | $4.67M | 0.72% | −3,155−4.4% | Reduced |
| Louisiana State Employees Retirement System | 68,000 | $4.62M | 0.14% | +700+1.0% | Added |
| CIBC World Markets Inc. | 67,537 | $4.59M | 0.02% | −2,446−3.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 66,710 | $4.54M | 0.53% | +300.0% | Added |
| Moors & Cabot, Inc. | 66,586 | $4.53M | 0.35% | −3,473−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 66,415 | $4.52M | 0.08% | +41,621+167.9% | Added |
| Thrivent Financial for Lutherans | 65,904 | $4.50M | 0.01% | −1,246−1.9% | Reduced |
| Ergoteles LLC | 65,523 | $4.46M | 0.16% | +47,296+259.5% | Added |
| Prospera Financial Services Inc | 65,367 | $4.45M | 0.23% | +8,091+14.1% | Added |
| Allstate Corp | 65,051 | $4.42M | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 64,801 | $4.41M | 0.12% | +5,927+10.1% | Added |
| Steward Partners Investment Advisory, LLC | 64,651 | $4.40M | 0.08% | +6,618+11.4% | Added |
| Aquatic Capital Management LLC | 64,500 | $4.39M | 0.43% | +64,500 | New |
| Community Bank & Trust, Waco, Texas | 64,260 | $4.37M | 1.55% | −1,049−1.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 64,151 | $4.36M | 0.02% | +25,620+66.5% | Added |
| Walleye Capital LLC | 63,873 | $4.34M | 0.10% | +63,873 | New |
| Intech Investment Management LLC | 63,788 | $4.34M | 0.03% | −43,381−40.5% | Reduced |
| Bokf, NA | 63,737 | $4.33M | 0.09% | −899−1.4% | Reduced |
| Metropolitan Life Insurance Co | 63,285 | $4.30M | 0.20% | −711−1.1% | Reduced |
| Birmingham Capital Management Co Inc | 63,250 | $4.30M | 1.91% | −500−0.8% | Reduced |
| Clearbridge Investments, LLC | 62,814 | $4.27M | 0.00% | −1,250−2.0% | Reduced |
| Advisors Asset Management, Inc. | 61,284 | $4.17M | 0.08% | −1,058−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 61,231 | $4.16M | 0.24% | +4,580+8.1% | Added |
| Siemens Fonds Invest GmbH | 60,827 | $4.14M | 0.48% | +230+0.4% | Added |
| Norinchukin Bank, The | 60,570 | $4.12M | 0.08% | +3,058+5.3% | Added |
| Lockheed Martin Investment Management Co | 60,400 | $4.11M | 0.33% | −11,800−16.3% | Reduced |
| Stratos Wealth Advisors, LLC | 59,903 | $4.07M | 0.43% | −693−1.1% | Reduced |
| Level Four Advisory Services, LLC | 59,688 | $4.06M | 0.39% | −2,460−4.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 58,829 | $4.00M | 2.98% | +16,985+40.6% | Added |
| Gotham Asset Management, LLC | 58,739 | $3.99M | 0.12% | +44,155+302.8% | Added |
| Atria Wealth Solutions, Inc. | 58,619 | $3.99M | 0.07% | +26,298+81.4% | Added |
| Warren Averett Asset Management, LLC | 58,393 | $3.97M | 0.28% | +17,210+41.8% | Added |
| Bridge Creek Capital Management LLC | 58,155 | $3.96M | 1.70% | −195−0.3% | Reduced |
| GWM Advisors LLC | 58,091 | $3.95M | 0.06% | −3,823−6.2% | Reduced |
| Baugh & Associates, LLC | 57,959 | $3.94M | 2.79% | −50−0.1% | Reduced |
| Goelzer Investment Management, Inc. | 57,608 | $3.92M | 0.39% | +1,116+2.0% | Added |
| Oppenheimer & Co Inc | 57,505 | $3.91M | 0.09% | −14,907−20.6% | Reduced |
| CWM, LLC | 57,398 | $3.90M | 0.03% | +11,634+25.4% | Added |
| Beacon Pointe Advisors, LLC | 56,949 | $3.87M | 0.09% | −884−1.5% | Reduced |
| Pathstone Family Office, LLC | 56,767 | $3.86M | 0.07% | +1,507+2.7% | Added |
| KBC Group NV | 56,794 | $3.86M | 0.02% | +1,648+3.0% | Added |
| SG Americas Securities, LLC | 56,484 | $3.84M | 0.06% | +4,454+8.6% | Added |
| Ellsworth Advisors, LLC | 56,376 | $3.83M | 1.64% | +1,331+2.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 56,187 | $3.82M | 0.38% | +48,360+617.9% | Added |
| Telos Capital Management, Inc. | 55,411 | $3.77M | 0.62% | −6,471−10.5% | Reduced |
| City Holding Co | 54,998 | $3.74M | 0.74% | +174+0.3% | Added |
| Simmons Bank | 54,982 | $3.74M | 0.35% | +1,672+3.1% | Added |
| Coston, McIsaac & Partners | 54,922 | $3.73M | 1.70% | +5,216+10.5% | Added |
| JustInvest LLC | 54,911 | $3.73M | 0.17% | +5,479+11.1% | Added |
| Glenmede Trust Co NA | 54,712 | $3.72M | 0.02% | −7,746−12.4% | Reduced |
| OneAscent Wealth Management LLC | 54,474 | $3.70M | 1.94% | +5,815+12.0% | Added |
| New Mexico Educational Retirement Board | 54,287 | $3.69M | 0.20% | −4,500−7.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 56,029 | $3.68M | 0.54% | +1,913+3.5% | Added |
| Richard Bernstein Advisors LLC | 54,039 | $3.67M | 0.09% | −7,019−11.5% | Reduced |
| Aptus Capital Advisors, LLC | 54,003 | $3.67M | 0.12% | +3,236+6.4% | Added |
| Sugarloaf Wealth Management, LLC | 53,943 | $3.67M | 0.94% | +3,006+5.9% | Added |
| Brandywine Global Investment Management, LLC | 53,678 | $3.65M | 0.03% | −806,787−93.8% | Reduced |
| Ontario Teachers Pension Plan Board | 53,639 | $3.65M | 0.05% | +19,183+55.7% | Added |
| Profund Advisors LLC | 53,072 | $3.61M | 0.26% | +1,447+2.8% | Added |
| National Asset Management, Inc. | 52,586 | $3.58M | 0.11% | +22,775+76.4% | Added |
| Arkadios Wealth Advisors | 52,547 | $3.57M | 0.54% | +7,977+17.9% | Added |
| Capital Fund Management S.A. | 52,446 | $3.57M | 0.09% | +52,446 | New |