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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 12,893 | $876.0K | 0.05% | +2,114+19.6% | Added |
| Country Club Bank | 12,548 | $871.0K | 0.08% | +413+3.4% | Added |
| Confluence Wealth Services, Inc. | 12,804 | $870.0K | 0.37% | −33−0.3% | Reduced |
| Resources Management Corp | 12,745 | $867.0K | 0.15% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 12,733 | $866.0K | 0.73% | −282−2.2% | Reduced |
| Strategic Blueprint, LLC | 12,711 | $864.0K | 0.11% | −7,853−38.2% | Reduced |
| Cooper Financial Group | 12,713 | $864.0K | 0.31% | −1,095−7.9% | Reduced |
| 55I, LLC | 12,690 | $863.0K | 0.02% | +9,049+248.5% | Added |
| Atlantic Union Bankshares Corp | 12,653 | $861.0K | 0.10% | −505−3.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 12,639 | $859.0K | 0.24% | +12,639 | New |
| Palumbo Wealth Management LLC | 12,599 | $857.0K | 0.73% | +328+2.7% | Added |
| HM Payson & Co | 12,590 | $856.0K | 0.02% | 00.0% | Unchanged |
| Stonnington Group, LLC | 13,205 | $854.0K | 0.24% | −11,200−45.9% | Reduced |
| Guardian Wealth Advisors, LLC | 12,546 | $853.0K | 0.16% | −3,779−23.1% | Reduced |
| Widmann Financial Services, Inc. | 12,537 | $852.5K | 0.94% | −100−0.8% | Reduced |
| Rocky Mountain Advisers, LLC | 12,525 | $852.0K | 1.11% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 12,505 | $850.0K | 0.08% | +40.0% | Added |
| ForthRight Wealth Management, LLC | 12,473 | $848.0K | 0.50% | −1,287−9.4% | Reduced |
| Capital Asset Advisory Services LLC | 12,450 | $847.0K | 0.11% | −2,151−14.7% | Reduced |
| RDA Financial Network | 12,429 | $845.0K | 0.46% | +375+3.1% | Added |
| Marino, Stram & Associates LLC | 12,343 | $839.0K | 0.30% | −27−0.2% | Reduced |
| Claro Advisors LLC | 11,755 | $838.0K | 0.33% | 00.0% | Unchanged |
| HAP Trading, LLC | 12,228 | $832.0K | 0.11% | +846+7.4% | Added |
| Comerica Securities,inc. | 12,235 | $832.0K | 0.07% | +904+8.0% | Added |
| Redhawk Wealth Advisors, Inc. | 12,243 | $832.0K | 0.35% | +12,243 | New |
| Delphia (USA) Inc. | 12,207 | $830.0K | 0.95% | +12,207 | New |
| Park National Corp | 12,199 | $829.0K | 0.04% | +73+0.6% | Added |
| Selective Wealth Management, Inc. | 12,169 | $828.0K | 0.35% | −9,910−44.9% | Reduced |
| HBK Sorce Advisory LLC | 12,160 | $827.0K | 0.06% | +3,884+46.9% | Added |
| Integrated Advisors Network LLC | 12,152 | $826.0K | 0.06% | −6,180−33.7% | Reduced |
| Congress Asset Management Co | 12,140 | $826.0K | 0.01% | −2,000−14.1% | Reduced |
| Intrust Bank NA | 12,080 | $821.0K | 0.13% | −121−1.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $816.0K | 0.73% | 00.0% | Unchanged |
| Corton Capital Inc. | 11,983 | $815.0K | 1.00% | +11,983 | New |
| Plimoth Trust Co LLC | 11,957 | $813.0K | 0.28% | −55−0.5% | Reduced |
| Shepherd Financial Partners LLC | 11,946 | $812.0K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11,811 | $803.0K | 0.02% | +2,548+27.5% | Added |
| Haverford Trust Co | 11,786 | $801.0K | 0.01% | −176−1.5% | Reduced |
| Symphony Financial, Ltd. Co. | 11,521 | $799.0K | 0.26% | −424−3.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,736 | $798.0K | 0.04% | −209−1.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,741 | $798.0K | 0.62% | +159+1.4% | Added |
| Perigon Wealth Management, LLC | 11,688 | $795.0K | 0.07% | +1,334+12.9% | Added |
| Invst, LLC | 12,384 | $792.0K | 0.14% | +1,175+10.5% | Added |
| Aberdeen Wealth Management LLC | 11,549 | $785.0K | 0.69% | +40.0% | Added |
| Centre Asset Management, LLC | 11,522 | $783.0K | 0.22% | +70+0.6% | Added |
| Chicago Trust Co NA | 11,469 | $779.0K | 0.20% | −13,401−53.9% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $779.0K | 0.43% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11,454 | $779.0K | 0.27% | +11,263+5,896.9% | Added |
| Legacy Wealth Asset Management, LLC | 11,389 | $774.0K | 0.34% | −2,856−20.0% | Reduced |
| Farmers Trust Co | 11,173 | $760.0K | 0.19% | −44−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 11,152 | $758.0K | 0.03% | −14−0.1% | Reduced |
| Excalibur Management Corp | 11,137 | $757.0K | 0.42% | −1,054−8.6% | Reduced |
| H. L. Ormond & Company, LLC | 11,130 | $756.0K | 1.21% | −270−2.4% | Reduced |
| Detalus Advisors, LLC | 11,119 | $756.0K | 0.45% | −128−1.1% | Reduced |
| First National Corp | 11,039 | $751.0K | 0.21% | +191+1.8% | Added |
| Silverlake Wealth Management LLC | 11,037 | $750.5K | 0.51% | −399−3.5% | Reduced |
| High Net Worth Advisory Group LLC | 11,024 | $750.0K | 0.32% | 00.0% | Unchanged |
| Clarius Group, LLC | 11,005 | $748.0K | 0.07% | +184+1.7% | Added |
| Stableford Capital II LLC | 11,587 | $747.0K | 0.36% | −212−1.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,964 | $746.0K | 0.20% | +223+2.1% | Added |
| Henshaw Capital LLC | 10,940 | $743.9K | 0.05% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 10,901 | $741.0K | 0.38% | +45+0.4% | Added |
| Center For Asset Management LLC | 10,891 | $741.0K | 0.74% | +1,521+16.2% | Added |
| Brighton Jones LLC | 10,898 | $741.0K | 0.04% | +4,269+64.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,866 | $739.0K | 0.23% | +311+2.9% | Added |
| Boston Financial Mangement LLC | 10,865 | $739.0K | 0.03% | +7,248+200.4% | Added |
| Nwam LLC | 10,852 | $738.0K | 0.07% | −358−3.2% | Reduced |
| Sante Capital Fund, LP | 10,843 | $737.0K | 1.51% | +10,843 | New |
| FDx Advisors, Inc. | 10,828 | $736.0K | 0.03% | +20.0% | Added |
| Trinity Financial Advisors LLC | 10,793 | $734.0K | 0.53% | +10,793 | New |
| Chesley Taft & Associates LLC | 10,688 | $727.0K | 0.05% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,641 | $724.0K | 0.01% | −132−1.2% | Reduced |
| Allred Capital Management, LLC | 10,564 | $718.0K | 0.45% | +20.0% | Added |
| Sunburst Financial Group, LLC | 10,464 | $712.0K | 0.34% | +668+6.8% | Added |
| Jupiter Asset Management Ltd | 10,437 | $710.0K | 0.01% | −593−5.4% | Reduced |
| Summit Financial Group Inc | 10,434 | $709.0K | 0.29% | −784−7.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 10,425 | $709.0K | 0.43% | +3,750+56.2% | Added |
| NorthRock Partners, LLC | 10,406 | $708.0K | 0.08% | −5,013−32.5% | Reduced |
| First Dallas Securities Inc. | 10,395 | $707.0K | 0.49% | −180−1.7% | Reduced |
| Successful Portfolios LLC | 10,402 | $707.0K | 0.51% | −17−0.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 10,400 | $707.0K | 0.06% | +1,659+19.0% | Added |
| Monetary Management Group Inc | 10,376 | $706.0K | 0.23% | 00.0% | Unchanged |
| Coastline Trust Co | 10,375 | $705.0K | 0.11% | +2,075+25.0% | Added |
| Winton Group Ltd | 10,343 | $703.0K | 0.05% | −30,931−74.9% | Reduced |
| Cornerstone Management, Inc. | 10,332 | $702.6K | 0.19% | +10.0% | Added |
| Fund Management at Engine No. 1 LLC | 10,222 | $695.0K | 0.20% | −508−4.7% | Reduced |
| Beaumont Financial Partners, LLC | 10,217 | $695.0K | 0.07% | −55−0.5% | Reduced |
| Balboa Wealth Partners | 10,200 | $694.0K | 0.31% | +10,200 | New |
| NovaPoint Capital, LLC | 10,195 | $693.0K | 0.31% | +887+9.5% | Added |
| Equitable Trust Co | 10,160 | $691.0K | 0.06% | +1,484+17.1% | Added |
| Arrow Financial Corp | 10,140 | $690.0K | 0.10% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 10,111 | $688.0K | 0.06% | −2,318−18.6% | Reduced |
| Sunbelt Securities, Inc. | 10,106 | $687.0K | 0.15% | +6+0.1% | Added |
| PSI Advisors, LLC | 10,048 | $683.0K | 0.36% | −2,217−18.1% | Reduced |
| Connectus Wealth, LLC | 10,041 | $683.0K | 0.01% | −785−7.3% | Reduced |
| North Star Investment Management Corp. | 10,040 | $683.0K | 0.07% | +1,000+11.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,013 | $681.0K | 0.11% | −145−1.4% | Reduced |
| West Family Investments, Inc. | 10,019 | $681.0K | 0.29% | +1,410+16.4% | Added |
| Bartlett & Co. LLC | 9,996 | $680.0K | 0.01% | −1,045−9.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,002 | $680.0K | 0.29% | +904+9.9% | Added |