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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 32,393 | $2.20M | 0.42% | −852−2.6% | Reduced |
| Meritage Portfolio Management | 32,363 | $2.20M | 0.18% | +32,363 | New |
| Bellwether Advisors, LLC | 32,131 | $2.18M | 0.72% | +32,087+72,925.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 31,729 | $2.16M | 0.77% | +514+1.6% | Added |
| Everence Capital Management Inc | 31,681 | $2.15M | 0.20% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 31,576 | $2.15M | 0.54% | −460−1.4% | Reduced |
| Leelyn Smith, LLC | 31,481 | $2.14M | 0.74% | −66−0.2% | Reduced |
| Wills Financial Group, Inc. | 31,439 | $2.14M | 1.19% | −21−0.1% | Reduced |
| Kavar Capital Partners Group, LLC | 31,039 | $2.11M | 0.54% | +4,084+15.2% | Added |
| Summit Global Investments | 31,027 | $2.11M | 0.20% | +1,302+4.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 30,802 | $2.10M | 0.26% | −434−1.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 30,710 | $2.09M | 0.31% | +1,618+5.6% | Added |
| Green Square Capital Advisors LLC | 30,697 | $2.09M | 0.37% | −450−1.4% | Reduced |
| Hancock Whitney Corp | 30,238 | $2.06M | 0.09% | −110−0.4% | Reduced |
| Buckingham Strategic Partners | 30,103 | $2.05M | 0.12% | +25,687+581.7% | Added |
| Essex LLC | 29,994 | $2.04M | 0.67% | −125−0.4% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.04M | 0.12% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 29,841 | $2.03M | 0.20% | +4,597+18.2% | Added |
| Savant Capital, LLC | 29,487 | $2.00M | 0.06% | +4,873+19.8% | Added |
| Los Angeles Capital Management LLC | 29,362 | $2.00M | 0.01% | −13,932−32.2% | Reduced |
| Coastal Bridge Advisors, LLC | 29,308 | $1.99M | 0.54% | +713+2.5% | Added |
| Calamos Wealth Management LLC | 28,951 | $1.97M | 0.17% | −306−1.0% | Reduced |
| Mainstay Capital Management LLC | 28,796 | $1.96M | 0.49% | +3,540+14.0% | Added |
| Ronald Blue Trust, Inc. | 27,397 | $1.95M | 0.03% | +1,125+4.3% | Added |
| GSB Wealth Management, LLC | 28,643 | $1.95M | 0.71% | −690−2.4% | Reduced |
| Copperwynd Financial, LLC | 28,569 | $1.94M | 1.12% | −982−3.3% | Reduced |
| Proequities, Inc. | 28,576 | $1.94M | 0.18% | −501−1.7% | Reduced |
| First City Capital Management, Inc. | 28,577 | $1.94M | 1.28% | 00.0% | Unchanged |
| IFP Advisors, Inc | 43,209 | $1.93M | 0.06% | +858+2.0% | Added |
| Moody National Bank Trust Division | 28,354 | $1.93M | 0.20% | 00.0% | Unchanged |
| Stolper Co | 28,027 | $1.91M | 0.94% | +1,565+5.9% | Added |
| Banque Cantonale Vaudoise | 27,983 | $1.90M | 0.11% | +9,500+51.4% | Added |
| Nepsis, Inc. | 27,955 | $1.90M | 0.69% | −1,143−3.9% | Reduced |
| Jacobi Capital Management LLC | 27,767 | $1.89M | 0.26% | −795−2.8% | Reduced |
| NBT Bank N A | 27,754 | $1.89M | 0.31% | −90.0% | Reduced |
| Old National Bancorp | 27,692 | $1.88M | 0.06% | −1,870−6.3% | Reduced |
| Crawford Investment Counsel Inc | 27,541 | $1.87M | 0.04% | −1,527−5.3% | Reduced |
| Bennicas & Associates, Inc. | 27,266 | $1.85M | 1.18% | −400−1.4% | Reduced |
| LBMC Investment Advisors, LLC | 27,147 | $1.85M | 0.21% | +21+0.1% | Added |
| Red Cedar Investment Management, LLC | 26,912 | $1.83M | 0.31% | +5,025+23.0% | Added |
| Bank of Hawaii | 26,794 | $1.82M | 0.12% | +35+0.1% | Added |
| Johnson Investment Counsel Inc | 26,687 | $1.81M | 0.03% | −2,403−8.3% | Reduced |
| Waters Parkerson & Co., LLC | 26,574 | $1.81M | 0.12% | −350−1.3% | Reduced |
| TFG Advisers LLC | 26,554 | $1.81M | 1.01% | +327+1.2% | Added |
| Northern Oak Wealth Management Inc | 26,416 | $1.80M | 0.27% | −105,980−80.0% | Reduced |
| Balentine LLC | 26,281 | $1.79M | 0.07% | −4,029−13.3% | Reduced |
| Western Wealth Management, LLC | 26,334 | $1.78M | 0.10% | +175+0.7% | Added |
| Adalta Capital Management LLC | 26,125 | $1.78M | 1.28% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 26,117 | $1.78M | 2.17% | −361−1.4% | Reduced |
| Prudential PLC | 26,093 | $1.77M | 0.03% | +2,946+12.7% | Added |
| FourThought Financial, LLC | 26,051 | $1.77M | 0.26% | +1,143+4.6% | Added |
| Brown Brothers Harriman & Co | 26,006 | $1.77M | 0.02% | −247−0.9% | Reduced |
| Azimuth Capital Investment Management LLC | 25,880 | $1.76M | 0.10% | −6,595−20.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 25,834 | $1.76M | 0.04% | −171−0.7% | Reduced |
| John G Ullman & Associates Inc | 25,800 | $1.75M | 0.31% | 00.0% | Unchanged |
| Empirical Finance, LLC | 25,729 | $1.75M | 0.21% | +4,230+19.7% | Added |
| NTV Asset Management LLC | 25,706 | $1.75M | 0.37% | +146+0.6% | Added |
| Stock Yards Bank & Trust Co | 25,600 | $1.74M | 0.07% | −208−0.8% | Reduced |
| Harbour Investments, Inc. | 24,294 | $1.73M | 0.12% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 25,359 | $1.72M | 0.18% | +2,540+11.1% | Added |
| Venture Visionary Partners LLC | 25,294 | $1.72M | 0.14% | +3,238+14.7% | Added |
| Sumitomo Life Insurance Co | 25,258 | $1.72M | 0.07% | −3,047−10.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 25,254 | $1.72M | 0.04% | +17,607+230.2% | Added |
| Rational Advisors LLC | 25,223 | $1.72M | 0.14% | +25,223 | New |
| Pier 88 Investment Partners LLC | 25,223 | $1.72M | 0.41% | +25,223 | New |
| American Assets Investment Management, LLC | 25,000 | $1.70M | 0.22% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 24,678 | $1.68M | 0.52% | −970−3.8% | Reduced |
| Peoples Financial Services Corp. | 24,682 | $1.68M | 0.87% | −250−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 24,675 | $1.68M | 0.10% | +4,553+22.6% | Added |
| Verdence Capital Advisors LLC | 24,662 | $1.68M | 0.23% | +736+3.1% | Added |
| Diversified Portfolios, Inc. | 24,603 | $1.67M | 0.45% | −1,727−6.6% | Reduced |
| Capital Square, LLC | 24,561 | $1.67M | 1.52% | +1,604+7.0% | Added |
| Keene & Associates, Inc. | 24,334 | $1.66M | 1.52% | +206+0.9% | Added |
| Hilltop Holdings Inc. | 24,130 | $1.64M | 0.22% | −1,666−6.5% | Reduced |
| Dynamic Advisor Solutions LLC | 24,054 | $1.64M | 0.12% | −1,962−7.5% | Reduced |
| Squarepoint Ops LLC | 24,025 | $1.63M | 0.01% | +5,593+30.3% | Added |
| Holderness Investments Co | 24,020 | $1.63M | 0.74% | −27−0.1% | Reduced |
| Ethic Inc. | 23,971 | $1.63M | 0.11% | +1,811+8.2% | Added |
| Teza Capital Management LLC | 23,912 | $1.63M | 0.34% | +23,912 | New |
| United Community Bank | 23,720 | $1.61M | 1.68% | +115+0.5% | Added |
| Diversified Trust Co | 23,631 | $1.61M | 0.07% | +12,687+115.9% | Added |
| Salem Investment Counselors Inc | 23,582 | $1.60M | 0.07% | +110.0% | Added |
| CWS Financial Advisors, LLC | 23,585 | $1.60M | 0.77% | +12+0.1% | Added |
| Farmers & Merchants Investments Inc | 23,502 | $1.60M | 0.07% | +137+0.6% | Added |
| Gateway Investment Advisers LLC | 23,372 | $1.59M | 0.02% | +2,528+12.1% | Added |
| Two Sigma Securities, LLC | 23,203 | $1.58M | 0.23% | +18,056+350.8% | Added |
| Bard Financial Services, Inc. | 23,085 | $1.57M | 0.15% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 23,045 | $1.57M | 0.03% | +270+1.2% | Added |
| Greenleaf Trust | 23,050 | $1.57M | 0.02% | +7,165+45.1% | Added |
| Busey Wealth Management | 23,029 | $1.57M | 0.08% | −157−0.7% | Reduced |
| AlphaCrest Capital Management LLC | 22,948 | $1.56M | 0.10% | +12,126+112.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 22,861 | $1.55M | 0.42% | −2,830−11.0% | Reduced |
| Monte Financial Group, LLC | 22,800 | $1.55M | 0.95% | −51,984−69.5% | Reduced |
| Farmers National Bank | 22,612 | $1.54M | 0.62% | −680−2.9% | Reduced |
| Old Port Advisors | 22,354 | $1.54M | 0.61% | +918+4.3% | Added |
| Old North State Trust, LLC | 22,561 | $1.53M | 1.33% | +22,538+97,991.3% | Added |
| Boston Private Wealth LLC | 22,523 | $1.53M | 0.02% | +5,365+31.3% | Added |
| ZWJ Investment Counsel Inc | 22,454 | $1.53M | 0.10% | −1,550−6.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 22,319 | $1.52M | 0.22% | −2,175−8.9% | Reduced |
| Gladstone Institutional Advisory LLC | 22,302 | $1.52M | 0.12% | +13,903+165.5% | Added |