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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 16,492 | $1.12M | 0.27% | −425−2.5% | Reduced |
| StrategIQ Financial Group, LLC | 16,438 | $1.12M | 0.14% | −225−1.4% | Reduced |
| Ascent Group, LLC | 16,983 | $1.11M | 0.14% | −4,342−20.4% | Reduced |
| Wealth Alliance | 16,313 | $1.11M | 0.22% | +407+2.6% | Added |
| Adirondack Trust Co | 16,288 | $1.11M | 0.62% | +1,039+6.8% | Added |
| West Bancorporation Inc | 16,269 | $1.11M | 0.82% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 16,189 | $1.10M | 0.12% | −1,125−6.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,164 | $1.10M | 0.53% | −802−4.7% | Reduced |
| BancorpSouth Bank | 16,156 | $1.10M | 0.11% | +5,651+53.8% | Added |
| CIBC World Markets Corp | 16,129 | $1.10M | 0.02% | −58,046−78.3% | Reduced |
| ICW Investment Advisors LLC | 16,138 | $1.10M | 0.74% | +107+0.7% | Added |
| TrueWealth Advisors, LLC | 16,113 | $1.10M | 0.52% | −374−2.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 16,090 | $1.09M | 0.00% | +16,090 | New |
| Advisor OS, LLC | 16,054 | $1.09M | 0.33% | +821+5.4% | Added |
| Foundations Investment Advisors, LLC | 16,065 | $1.09M | 0.05% | +5,218+48.1% | Added |
| Aigen Investment Management, LP | 16,046 | $1.09M | 0.16% | −62,158−79.5% | Reduced |
| Aviva PLC | 16,024 | $1.09M | 0.01% | −133,655−89.3% | Reduced |
| Personal Cfo Solutions, LLC | 15,981 | $1.09M | 0.27% | −1,423−8.2% | Reduced |
| Mayfair Advisory Group, LLC | 15,561 | $1.08M | 1.53% | +295+1.9% | Added |
| Asset Advisors Investment Management, LLC | 15,926 | $1.08M | 0.15% | −667−4.0% | Reduced |
| HHM Wealth Advisors, LLC | 15,927 | $1.08M | 0.28% | −415−2.5% | Reduced |
| Scotia Capital Inc. | 15,849 | $1.08M | 0.01% | +77+0.5% | Added |
| DMG Group, LLC | 15,435 | $1.08M | 1.30% | +3,049+24.6% | Added |
| Ipswich Investment Management Co., Inc. | 15,775 | $1.07M | 0.34% | −400−2.5% | Reduced |
| Pacitti Group Inc. | 15,758 | $1.07M | 0.88% | +162+1.0% | Added |
| Metis Global Partners, LLC | 15,741 | $1.07M | 0.17% | −129−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 15,724 | $1.07M | 0.04% | −3,216−17.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 15,723 | $1.07M | 0.77% | −151−1.0% | Reduced |
| Bessemer Group Inc | 15,647 | $1.06M | 0.00% | −573−3.5% | Reduced |
| RS Crum Inc. | 15,611 | $1.06M | 0.56% | 00.0% | Unchanged |
| Element Capital Management LLC | 15,587 | $1.06M | 0.51% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 15,534 | $1.06M | 0.24% | +1,037+7.2% | Added |
| Gleason Group, Inc. | 15,450 | $1.05M | 0.36% | +131+0.9% | Added |
| Madden Securities Corp | 15,446 | $1.05M | 0.63% | −215−1.4% | Reduced |
| Bristlecone Advisors, LLC | 15,445 | $1.05M | 0.14% | +42+0.3% | Added |
| Islay Capital Management, LLC | 15,330 | $1.04M | 1.24% | −175−1.1% | Reduced |
| ARGI Investment Services, LLC | 15,275 | $1.04M | 0.04% | −7,728−33.6% | Reduced |
| We Are One Seven, LLC | 15,269 | $1.04M | 0.10% | −201−1.3% | Reduced |
| HighTower Trust Services, LTA | 15,209 | $1.03M | 0.11% | +353+2.4% | Added |
| Powers Advisory Group, LLC | 15,194 | $1.03M | 0.82% | +97+0.6% | Added |
| Sawtooth Solutions, LLC | 15,185 | $1.03M | 0.15% | +1,860+14.0% | Added |
| McMillion Capital Management Inc | 15,135 | $1.03M | 0.95% | −1,330−8.1% | Reduced |
| Belpointe Asset Management LLC | 15,112 | $1.03M | 0.07% | +528+3.6% | Added |
| Highline Wealth Partners LLC | 15,061 | $1.02M | 0.83% | +15,061 | New |
| Sheets Smith Wealth Management | 15,033 | $1.02M | 0.17% | −402−2.6% | Reduced |
| Toews Corp | 15,000 | $1.02M | 0.75% | −1,800−10.7% | Reduced |
| V Wealth Advisors LLC | 14,995 | $1.02M | 0.20% | +446+3.1% | Added |
| Mather Group, LLC. | 14,985 | $1.02M | 0.02% | +1,176+8.5% | Added |
| Rowland & Co Investment Counsel | 14,931 | $1.02M | 0.27% | +283+1.9% | Added |
| Jaffetilchin Investment Partners, LLC | 14,925 | $1.01M | 0.13% | +842+6.0% | Added |
| Guardian Investment Management | 14,910 | $1.01M | 1.04% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,770 | $1.00M | 0.09% | −92−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 14,672 | $998.0K | 0.04% | +1,211+9.0% | Added |
| SignalPoint Asset Management, LLC | 14,490 | $985.0K | 0.38% | −43−0.3% | Reduced |
| Blueshift Asset Management, LLC | 14,393 | $979.0K | 0.21% | −3,915−21.4% | Reduced |
| Citizens Financial Group Inc | 14,359 | $976.0K | 0.04% | −76−0.5% | Reduced |
| ProVise Management Group, LLC | 14,319 | $974.0K | 0.11% | −282−1.9% | Reduced |
| Am Investment Strategies LLC | 14,296 | $972.0K | 0.36% | +446+3.2% | Added |
| Woodstock Corp | 14,263 | $970.0K | 0.14% | +85+0.6% | Added |
| Ti-Trust, Inc | 14,210 | $966.0K | 1.04% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 14,193 | $965.0K | 0.24% | −10.0% | Reduced |
| Checchi Capital Advisers, LLC | 14,163 | $963.0K | 0.11% | +118+0.8% | Added |
| Laidlaw Wealth Management LLC | 14,126 | $961.0K | 0.22% | −390−2.7% | Reduced |
| International Assets Investment Management, LLC | 14,131 | $961.0K | 0.21% | +1,486+11.8% | Added |
| White Lighthouse Investment Management Inc. | 14,094 | $958.0K | 0.28% | +120+0.9% | Added |
| Keudell/Morrison Wealth Management | 14,047 | $955.0K | 0.36% | −3,904−21.7% | Reduced |
| Mitchell Sinkler & Starr | 13,995 | $952.0K | 0.37% | 00.0% | Unchanged |
| Columbia Asset Management | 13,953 | $949.0K | 0.25% | +30.0% | Added |
| Edgestream Partners, L.P. | 13,830 | $940.0K | 0.07% | −75,735−84.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,776 | $937.0K | 0.02% | +13,776 | New |
| ICA Group Wealth Management, LLC | 13,768 | $936.0K | 0.20% | +20.0% | Added |
| Twin Capital Management Inc | 13,635 | $927.0K | 0.13% | −142−1.0% | Reduced |
| United Bank | 13,600 | $925.0K | 0.14% | −150−1.1% | Reduced |
| Lazard Asset Management LLC | 13,547 | $920.0K | 0.00% | +337+2.6% | Added |
| Burney Co | 13,536 | $920.0K | 0.05% | +421+3.2% | Added |
| HM Capital Management, LLC | 13,520 | $919.0K | 0.55% | 00.0% | Unchanged |
| Gradient Investments LLC | 13,510 | $919.0K | 0.03% | +5,408+66.7% | Added |
| Columbus Macro, LLC | 13,496 | $918.0K | 0.38% | −297−2.2% | Reduced |
| Berkeley Capital Partners, LLC | 13,495 | $918.0K | 0.40% | −122−0.9% | Reduced |
| Coastal Investment Advisors, Inc. | 13,488 | $917.0K | 0.24% | +16+0.1% | Added |
| Bahl & Gaynor Inc | 13,451 | $915.0K | 0.01% | +1,213+9.9% | Added |
| First United Bank Trust | 13,438 | $914.0K | 0.46% | −95−0.7% | Reduced |
| Marco Investment Management LLC | 13,420 | $913.0K | 0.12% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,357 | $909.0K | 0.01% | −3,871−22.5% | Reduced |
| FinTrust Capital Advisors, LLC | 13,867 | $907.0K | 0.23% | −566−3.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,307 | $905.0K | 0.27% | −4,814−26.6% | Reduced |
| Toroso Investments, LLC | 13,286 | $903.0K | 0.04% | +623+4.9% | Added |
| AdvisorNet Financial, Inc | 13,246 | $901.0K | 0.09% | −1,400−9.6% | Reduced |
| LaFleur & Godfrey LLC | 13,238 | $900.0K | 0.16% | +7+0.1% | Added |
| Court Place Advisors, LLC | 13,184 | $896.0K | 0.36% | −150−1.1% | Reduced |
| Americana Partners, LLC | 13,302 | $896.0K | 0.16% | +386+3.0% | Added |
| Qtron Investments LLC | 13,085 | $890.0K | 0.22% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 13,088 | $890.0K | 0.44% | +1,425+12.2% | Added |
| Silver Oak Securities, Inc | 13,730 | $888.6K | 0.19% | +3,937+40.2% | Added |
| Cigna Investments Inc | 13,046 | $887.0K | 0.20% | −643−4.7% | Reduced |
| Matrix Trust Co | 13,011 | $885.0K | 0.25% | +8,675+200.1% | Added |
| EverSource Wealth Advisors, LLC | 12,992 | $884.0K | 0.20% | +1,286+11.0% | Added |
| L.M. Kohn & Company | 12,930 | $880.0K | 0.43% | −570−4.2% | Reduced |
| Blue Fin Capital, Inc. | 12,933 | $879.0K | 0.33% | −49−0.4% | Reduced |
| GoalVest Advisory LLC | 12,916 | $878.0K | 0.62% | +1,204+10.3% | Added |