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.
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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 22,203 | $1.51M | 0.10% | +350+1.6% | Added |
| Veriti Management LLC | 22,047 | $1.50M | 0.22% | −160−0.7% | Reduced |
| Private Trust Co NA | 22,018 | $1.50M | 0.24% | +1,763+8.7% | Added |
| Sculati Wealth Management, LLC | 21,948 | $1.49M | 0.88% | +4,788+27.9% | Added |
| Engineers Gate Manager LP | 21,938 | $1.49M | 0.09% | +13,264+152.9% | Added |
| Mutual Advisors, LLC | 21,836 | $1.49M | 0.08% | −66−0.3% | Reduced |
| Burns J W & Co Inc | 21,837 | $1.49M | 0.29% | +675+3.2% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.48M | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 21,703 | $1.48M | 0.10% | +2,758+14.6% | Added |
| Mogy Joel R Investment Counsel Inc | 21,683 | $1.47M | 0.15% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 22,767 | $1.47M | 0.77% | +401+1.8% | Added |
| Southeast Asset Advisors Inc. | 21,630 | $1.47M | 0.25% | +11+0.1% | Added |
| Koshinski Asset Management, Inc. | 21,595 | $1.47M | 0.18% | +659+3.1% | Added |
| SeaCrest Wealth Management, LLC | 21,511 | $1.46M | 0.22% | +526+2.5% | Added |
| Oak Harbor Wealth Partners, LLC | 21,432 | $1.46M | 0.57% | +15+0.1% | Added |
| Elevated Capital Advisors, LLC | 21,354 | $1.45M | 0.57% | +21,354 | New |
| Laurel Wealth Advisors, Inc. | 21,333 | $1.45M | 0.15% | −1,000−4.5% | Reduced |
| Capital Investment Advisory Services, LLC | 21,325 | $1.45M | 0.19% | +947+4.6% | Added |
| Global Retirement Partners, LLC | 22,129 | $1.45M | 0.11% | +10,606+92.0% | Added |
| SevenBridge Financial Group, LLC | 21,199 | $1.44M | 0.49% | −201−0.9% | Reduced |
| Colony Group LLC | 21,183 | $1.44M | 0.03% | +1,815+9.4% | Added |
| Shell Asset Management Co | 21,117 | $1.44M | 0.06% | +8,174+63.2% | Added |
| Parsons Capital Management Inc | 21,100 | $1.44M | 0.13% | +47+0.2% | Added |
| Romano Brothers and Company | 21,074 | $1.43M | 0.23% | +21,074 | New |
| Smith, Moore & Co. | 20,967 | $1.43M | 0.22% | −1,051−4.8% | Reduced |
| Grove Bank & Trust | 20,934 | $1.42M | 0.35% | +46+0.2% | Added |
| J.W. Cole Advisors, Inc. | 20,932 | $1.42M | 0.12% | +1,043+5.2% | Added |
| Trust Co of Vermont | 20,927 | $1.42M | 0.11% | +3,251+18.4% | Added |
| Wellington Shields & Co., LLC | 20,906 | $1.42M | 0.62% | +46+0.2% | Added |
| Allworth Financial LP | 20,913 | $1.42M | 0.02% | +3,763+21.9% | Added |
| Spreng Capital Management, Inc. | 20,780 | $1.41M | 1.25% | −3,931−15.9% | Reduced |
| Community Bank of Raymore | 20,730 | $1.41M | 0.48% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 20,698 | $1.41M | 0.19% | −1,542−6.9% | Reduced |
| Private Advisory Group LLC | 20,667 | $1.41M | 0.32% | +12,496+152.9% | Added |
| Strategic Wealth Advisors Group, LLC | 20,292 | $1.38M | 0.06% | +842+4.3% | Added |
| Apollon Wealth Management, LLC | 20,169 | $1.37M | 0.11% | +1,140+6.0% | Added |
| Meeder Asset Management Inc | 20,155 | $1.37M | 0.08% | +3,050+17.8% | Added |
| Ritholtz Wealth Management | 20,165 | $1.37M | 0.07% | +8,879+78.7% | Added |
| MSH Capital Advisors LLC | 20,135 | $1.37M | 0.67% | −419−2.0% | Reduced |
| Ascent Wealth Partners, LLC | 20,099 | $1.37M | 0.33% | +442+2.2% | Added |
| Segall Bryant & Hamill, LLC | 20,081 | $1.37M | 0.02% | +1,776+9.7% | Added |
| Canal Insurance CO | 20,000 | $1.36M | 0.41% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 19,810 | $1.35M | 1.19% | −600−2.9% | Reduced |
| Kessler Investment Group, LLC | 19,745 | $1.34M | 1.11% | +1,051+5.6% | Added |
| Reuter James Wealth Management, LLC | 19,740 | $1.34M | 0.92% | +25+0.1% | Added |
| Park Avenue Securities LLC | 19,660 | $1.34M | 0.03% | +1,723+9.6% | Added |
| Centaurus Financial, Inc. | 19,639 | $1.33M | 0.13% | +205+1.1% | Added |
| Occudo Quantitative Strategies LP | 19,597 | $1.33M | 0.10% | +19,597 | New |
| Rollins Financial | 19,574 | $1.33M | 0.50% | +134+0.7% | Added |
| Brooks, Moore & Associates, Inc. | 19,446 | $1.32M | 1.07% | −400−2.0% | Reduced |
| Creative Financial Designs Inc | 19,302 | $1.31M | 0.21% | +162+0.8% | Added |
| Patten & Patten Inc | 19,161 | $1.30M | 0.12% | +62+0.3% | Added |
| IHT Wealth Management, LLC | 19,133 | $1.30M | 0.10% | +4,868+34.1% | Added |
| Derbend Asset Management | 19,024 | $1.29M | 1.03% | +55+0.3% | Added |
| Sequoia Financial Advisors, LLC | 19,001 | $1.29M | 0.04% | −1,486−7.3% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.29M | 0.28% | 00.0% | Unchanged |
| Earnest Partners LLC | 18,987 | $1.29M | 0.01% | +435+2.3% | Added |
| Ignite Planners, LLC | 18,465 | $1.29M | 1.03% | +569+3.2% | Added |
| Integrated Wealth Concepts LLC | 18,852 | $1.28M | 0.04% | +5,194+38.0% | Added |
| Adviser Investments LLC | 18,806 | $1.28M | 0.09% | −4,662−19.9% | Reduced |
| Geneos Wealth Management Inc. | 18,751 | $1.27M | 0.09% | −10,218−35.3% | Reduced |
| Asset Dedication, LLC | 18,545 | $1.26M | 0.14% | +18,545 | New |
| Walleye Trading LLC | 18,520 | $1.26M | 0.04% | +18,520 | New |
| Mystic Asset Management, Inc. | 18,376 | $1.25M | 0.80% | +150+0.8% | Added |
| Hudson Valley Investment Advisors Inc | 18,370 | $1.25M | 0.20% | +18,370 | New |
| Corient Capital Partners, LLC | 17,259 | $1.23M | 0.09% | +60.0% | Added |
| Philadelphia Trust Co | 18,035 | $1.23M | 0.14% | +850+4.9% | Added |
| Ameritas Investment Partners, Inc. | 17,982 | $1.22M | 0.05% | −543−2.9% | Reduced |
| Chemung Canal Trust Co | 17,784 | $1.21M | 0.30% | −1,169−6.2% | Reduced |
| Delta Asset Management LLC | 17,677 | $1.20M | 0.15% | −563−3.1% | Reduced |
| Consolidated Planning Corp | 17,638 | $1.20M | 0.37% | −335−1.9% | Reduced |
| Wedbush Securities Inc | 17,602 | $1.20M | 0.07% | −3,841−17.9% | Reduced |
| Epoch Investment Partners, Inc. | 17,575 | $1.20M | 0.01% | −517−2.9% | Reduced |
| Cullinan Associates Inc | 17,520 | $1.19M | 0.08% | −2,100−10.7% | Reduced |
| Seeyond | 17,444 | $1.19M | 0.14% | −5,017−22.3% | Reduced |
| Patton Albertson Miller Group, LLC | 17,303 | $1.18M | 0.25% | −1,106−6.0% | Reduced |
| Eudaimonia Partners, LLC | 17,245 | $1.17M | 0.31% | −31,236−64.4% | Reduced |
| Simplex Trading, LLC | 17,253 | $1.17M | 0.05% | +17,253 | New |
| Sandy Spring Bank | 17,203 | $1.17M | 0.07% | −647−3.6% | Reduced |
| WT Wealth Management | 17,156 | $1.17M | 0.59% | +93+0.5% | Added |
| Abbrea Capital, LLC | 17,147 | $1.17M | 0.22% | −20−0.1% | Reduced |
| Griffin Asset Management, Inc. | 17,122 | $1.16M | 0.19% | −25−0.1% | Reduced |
| Bank Ozk | 17,051 | $1.16M | 0.63% | −368−2.1% | Reduced |
| Evercore Wealth Management, LLC | 17,014 | $1.16M | 0.03% | −569−3.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 17,009 | $1.16M | 0.36% | +340+2.0% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.16M | 0.20% | 00.0% | Unchanged |
| American Portfolios Advisors | 16,980 | $1.15M | 0.05% | −713−4.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,977 | $1.15M | 0.05% | −150−0.9% | Reduced |
| Good Life Advisors, LLC | 16,969 | $1.15M | 0.17% | −13−0.1% | Reduced |
| Baader Bank INC | 16,900 | $1.15M | 0.10% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 16,868 | $1.15M | 0.26% | +19+0.1% | Added |
| Hills Bank & Trust Co | 16,827 | $1.14M | 0.17% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 16,704 | $1.14M | 0.36% | −53−0.3% | Reduced |
| MAI Capital Management | 16,708 | $1.14M | 0.02% | +6,769+68.1% | Added |
| O'Brien Greene & Co. Inc | 16,677 | $1.13M | 0.15% | +11,116+199.9% | Added |
| Red Door Wealth Management, LLC | 16,637 | $1.13M | 0.43% | −741−4.3% | Reduced |
| Claraphi Advisory Network, LLC | 16,608 | $1.13M | 0.61% | +16,608 | New |
| Garner Asset Management Corp | 16,561 | $1.13M | 0.60% | −2,928−15.0% | Reduced |
| King Luther Capital Management Corp | 16,501 | $1.12M | 0.01% | −2,247−12.0% | Reduced |
| Stokes Family Office, LLC | 16,499 | $1.12M | 0.16% | +38+0.2% | Added |