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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 52,312 | $3.56M | 0.17% | −18,000−25.6% | Reduced |
| Roosevelt Investment Group LLC | 51,867 | $3.53M | 0.25% | −376−0.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 51,813 | $3.52M | 1.35% | +198+0.4% | Added |
| Putnam Investments LLC | 51,584 | $3.51M | 0.01% | +422+0.8% | Added |
| Private Asset Management Inc | 51,131 | $3.48M | 0.61% | −300−0.6% | Reduced |
| First National Trust Co | 50,723 | $3.45M | 0.20% | +789+1.6% | Added |
| Csenge Advisory Group | 49,919 | $3.39M | 0.28% | +4,053+8.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 49,838 | $3.39M | 0.28% | −7,971−13.8% | Reduced |
| Fulton Bank, N.A. | 48,296 | $3.28M | 0.20% | +611+1.3% | Added |
| Canandaigua National Corp | 48,102 | $3.27M | 0.58% | −23,040−32.4% | Reduced |
| Trinity Legacy Partners, LLC | 48,017 | $3.27M | 1.40% | +44,691+1,343.7% | Added |
| Montag A & Associates Inc | 47,965 | $3.26M | 0.23% | +1,902+4.1% | Added |
| Lincoln National Corp | 47,831 | $3.25M | 0.08% | +1,578+3.4% | Added |
| Palisade Asset Management, LLC | 47,649 | $3.24M | 0.44% | 00.0% | Unchanged |
| FAI Wealth Management | 47,548 | $3.23M | 3.19% | −253−0.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 47,519 | $3.23M | 0.27% | +3,143+7.1% | Added |
| Nordea Investment Management AB | 46,483 | $3.22M | 0.01% | −840−1.8% | Reduced |
| D L Carlson Investment Group Inc | 47,123 | $3.20M | 0.70% | +384+0.8% | Added |
| Laurel Wealth Advisors LLC | 47,048 | $3.20M | 0.81% | +978+2.1% | Added |
| Versor Investments LP | 47,000 | $3.20M | 0.19% | +47,000 | New |
| Doyle Wealth Management | 46,940 | $3.19M | 0.27% | +167+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 46,391 | $3.15M | 0.21% | +10,738+30.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 45,620 | $3.10M | 2.24% | +45,620 | New |
| Benjamin F. Edwards & Company, Inc. | 45,354 | $3.08M | 0.15% | −1,561−3.3% | Reduced |
| Vectors Research Management, LLC | 45,309 | $3.08M | 0.87% | +1,465+3.3% | Added |
| Rench Wealth Management, Inc. | 44,873 | $3.05M | 1.71% | −710−1.6% | Reduced |
| All Terrain Financial Advisors, LLC | 44,687 | $3.04M | 1.63% | +214+0.5% | Added |
| Oakworth Capital, Inc. | 44,663 | $3.04M | 0.34% | +4,247+10.5% | Added |
| McRae Capital Management Inc | 44,279 | $3.01M | 0.92% | −13,133−22.9% | Reduced |
| StoneX Group Inc. | 44,156 | $3.00M | 0.41% | +4,955+12.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 44,043 | $3.00M | 0.41% | −262−0.6% | Reduced |
| United Services Automobile Association | 43,833 | $2.98M | 0.08% | +1,281+3.0% | Added |
| Tiaa, FSB | 43,810 | $2.98M | 0.01% | −2,231−4.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 43,773 | $2.98M | 0.13% | −200.0% | Reduced |
| MTM Investment Management, LLC | 43,671 | $2.97M | 1.69% | −391−0.9% | Reduced |
| First Bank & Trust | 43,445 | $2.95M | 1.08% | +972+2.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 43,384 | $2.95M | 2.02% | −46,706−51.8% | Reduced |
| Wealthcare Advisory Partners LLC | 43,299 | $2.94M | 0.17% | +33,858+358.6% | Added |
| Regentatlantic Capital LLC | 43,252 | $2.94M | 0.09% | −1,919−4.2% | Reduced |
| Advisor Partners II, LLC | 43,216 | $2.94M | 0.22% | +43,216 | New |
| B. Metzler seel. Sohn & Co. AG | 43,139 | $2.93M | 0.05% | +3,644+9.2% | Added |
| Main Street Financial Solutions, LLC | 43,119 | $2.93M | 0.48% | +1,240+3.0% | Added |
| Dearborn Partners LLC | 43,067 | $2.93M | 0.13% | +320+0.7% | Added |
| KCM Investment Advisors LLC | 42,560 | $2.89M | 0.13% | +25,085+143.5% | Added |
| Signaturefd, LLC | 42,445 | $2.89M | 0.10% | +957+2.3% | Added |
| Pettyjohn, Wood & White, Inc | 42,005 | $2.86M | 0.76% | −2,018−4.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 43,752 | $2.81M | 0.04% | +43,752 | New |
| UBS Oconnor LLC | 41,059 | $2.79M | 0.03% | +41,059 | New |
| Woodmont Investment Counsel LLC | 40,978 | $2.79M | 0.35% | −175−0.4% | Reduced |
| Sovereign Financial Group, Inc. | 40,875 | $2.78M | 1.13% | +109+0.3% | Added |
| HNP Capital LLC | 40,858 | $2.78M | 0.80% | +1,357+3.4% | Added |
| Brick & Kyle, Associates | 40,580 | $2.78M | 1.68% | +868+2.2% | Added |
| Armor Investment Advisors, LLC | 40,727 | $2.77M | 1.89% | −3,358−7.6% | Reduced |
| Ieq Capital, LLC | 40,695 | $2.77M | 0.08% | +3,266+8.7% | Added |
| Clarkston Capital Partners, LLC | 40,580 | $2.76M | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 40,103 | $2.73M | 0.82% | +35,018+688.7% | Added |
| Hengehold Capital Management LLC | 39,832 | $2.71M | 0.42% | +2,384+6.4% | Added |
| Lantz Financial LLC | 39,819 | $2.71M | 1.41% | +74+0.2% | Added |
| Rafferty Asset Management, LLC | 39,529 | $2.69M | 0.03% | +28,554+260.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 39,482 | $2.69M | 0.07% | −2,985−7.0% | Reduced |
| Greatmark Investment Partners, Inc. | 39,122 | $2.66M | 0.51% | −1,199−3.0% | Reduced |
| Wesbanco Bank Inc | 38,917 | $2.65M | 0.18% | −19,468−33.3% | Reduced |
| Pinnacle Associates Ltd | 38,631 | $2.63M | 0.06% | +530+1.4% | Added |
| Brookstone Capital Management | 42,672 | $2.62M | 0.06% | +4,041+10.5% | Added |
| Financial Partners Capital Management LLC | 38,487 | $2.62M | 0.62% | +220+0.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 38,454 | $2.62M | 1.82% | −704−1.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 38,095 | $2.59M | 0.24% | +1,794+4.9% | Added |
| Lakeview Capital Partners, LLC | 37,848 | $2.57M | 1.01% | +612+1.6% | Added |
| Veritable, L.P. | 37,598 | $2.56M | 0.05% | +130+0.3% | Added |
| Robbins Farley LLC | 37,527 | $2.55M | 2.10% | −1,374−3.5% | Reduced |
| Peapack Gladstone Financial Corp | 37,061 | $2.52M | 0.05% | +8,641+30.4% | Added |
| National Bank of Canada | 36,368 | $2.50M | 0.01% | −2,218−5.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 36,767 | $2.50M | 0.21% | +2,491+7.3% | Added |
| Family Legacy, Inc. | 36,606 | $2.49M | 1.25% | −255−0.7% | Reduced |
| Bailard, Inc. | 36,575 | $2.49M | 0.10% | +716+2.0% | Added |
| Prime Capital Investment Advisors, LLC | 36,529 | $2.48M | 0.14% | +28,471+353.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,500 | $2.47M | 0.00% | −11,200−23.5% | Reduced |
| South State Corp. | 36,360 | $2.47M | 0.25% | +437+1.2% | Added |
| Argent Trust Co | 36,325 | $2.47M | 0.18% | +449+1.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,160 | $2.47M | 0.04% | −15,046−29.4% | Reduced |
| Day & Ennis, LLC | 36,084 | $2.45M | 1.02% | +559+1.6% | Added |
| Argyle Capital Management Inc. | 36,059 | $2.45M | 0.96% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 36,058 | $2.45M | 1.43% | +6,107+20.4% | Added |
| Merit Financial Group, LLC | 35,733 | $2.43M | 0.11% | −3,323−8.5% | Reduced |
| Eudaimonia Advisors LLC | 35,479 | $2.41M | 1.74% | +98+0.3% | Added |
| Rothschild Investment Corp | 35,490 | $2.41M | 0.24% | +853+2.5% | Added |
| Te Ahumairangi Investment Management Ltd | 35,416 | $2.41M | 0.41% | −5,300−13.0% | Reduced |
| Cerity Partners LLC | 34,995 | $2.38M | 0.03% | +1,067+3.1% | Added |
| Hayek Kallen Investment Management | 34,992 | $2.38M | 1.12% | +230+0.7% | Added |
| 1832 Asset Management L.P. | 34,992 | $2.38M | 0.01% | +845+2.5% | Added |
| Essex Financial Services, Inc. | 34,847 | $2.37M | 0.28% | +503+1.5% | Added |
| Snowden Capital Advisors LLC | 34,327 | $2.33M | 0.11% | +1,335+4.0% | Added |
| Brown Advisory Inc | 34,147 | $2.32M | 0.00% | +3,874+12.8% | Added |
| Forte Capital LLC | 34,079 | $2.32M | 0.42% | +3,914+13.0% | Added |
| United Bank | 34,065 | $2.32M | 1.54% | −1,067−3.0% | Reduced |
| Cantor Fitzgerald, L. P. | 33,388 | $2.27M | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 33,336 | $2.27M | 0.05% | +224+0.7% | Added |
| Pinkerton Retirement Specialists, LLC | 33,135 | $2.25M | 0.87% | −3,485−9.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,125 | $2.25M | 0.11% | +100.0% | Added |
| Hartford Financial Management Inc. | 32,713 | $2.22M | 0.65% | −36−0.1% | Reduced |