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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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q4 2022 vs. Q3 2022

How the institutions holding Southern Co changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of SO: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1,661371,737+113
Shares676.9M1.05M687.7M+11.8M (+1.7%)
Value$46.0B$71.2M$49.1B+$3.12B (+6.8%)

37 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (208)

Institutions that held Southern Co at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 208 by value.

Institutions new to SO in Q4 2022
InstitutionSharesValue% of portfolio
Caisse de Depot Et Placement du Quebec1,740,400$124.3M0.38%
ClearBridge Investments Ltd1,404,861$100.3M3.05%
Cbre Clarion Securities LLC512,280$36.6M0.64%
EP Wealth Advisors, LLC416,205$29.7M0.54%
Teilinger Capital Ltd.348,700$24.9M8.64%
CI Private Wealth, LLC205,106$14.6M0.05%
Moran Wealth Management, LLC193,478$13.8M0.52%
Agf Management Ltd187,126$13.4M0.10%
Decade Renewable Partners LP115,291$8.23M3.08%
Keel Point, LLC87,764$6.27M0.98%
Maryland State Retirement & Pension System85,576$6.11M0.18%
Windle Wealth, LLC81,816$5.84M4.56%
Beacon Harbor Wealth Advisors, Inc.75,277$5.38M1.83%
Allstate Investment Management Co65,608$4.69M0.14%
Coldstream Capital Management Inc62,571$4.47M0.16%
Shilanski & Associates, Inc.58,430$4.17M1.83%
Ilmarinen Mutual Pension Insurance Co58,000$4.14M0.06%
Pathway Financial Advisers, LLC56,850$4.06M1.65%
Harvest Portfolios Group Inc.54,599$3.90M0.22%
Point72 Middle East FZE54,059$3.86M0.30%
Cipher Capital LP52,828$3.77M0.71%
Penserra Capital Management LLC51,958$3.71M0.08%
Greenland Capital Management LP50,715$3.62M0.66%
First County Bank43,074$3.08M1.48%
Soros Fund Management LLCSuperinvestorSoros Fund Management40,000$2.86M0.05%
Brookfield Asset Management Inc.39,522$2.82M0.01%
U.S. Capital Wealth Advisors, LLC36,951$2.64M0.12%
Redwood Investment Management, LLC26,918$1.92M0.25%
FourThought Financial Partners, LLC26,502$1.89M0.27%
Centennial Bank26,063$1.86M1.06%
Diversified, LLC24,752$1.77M0.69%
Miller Howard Investments Inc23,219$1.66M0.06%
Bleakley Financial Group, LLC22,940$1.64M0.06%
RFP Financial Group LLC22,467$1.60M0.72%
Linden Thomas Advisory Services, LLC20,278$1.45M0.41%
Meeder Advisory Services, Inc.16,397$1.17M0.15%
Park Place Capital Corp15,822$1.13M0.32%
Holocene Advisors, LP15,696$1.12M0.01%
HF Advisory Group, LLC14,328$1.02M1.03%
Pearl River Capital, LLC12,879$919.7K0.16%
Glassy Mountain Advisors, Inc.12,286$877.3K0.48%
RIA Advisory Group LLC13,878$819.2K0.47%
Cassaday & Co Wealth Management LLC11,385$813.0K0.04%
Viawealth, LLC11,319$809.3K0.67%
Live Oak Investment Partners–$773.7K0.71%
Beaumont Financial Advisors, LLC10,011$714.9K0.07%
Vident Investment Advisory, LLC9,386$670.2K0.03%
Eagle Strategies LLC9,108$650.4K0.19%
Evergreen Wealth Management, LLC8,588$613.3K0.56%
Catalyst Wealth Management, LLC8,039$574.1K0.54%
Builder Investment Group Inc7,392$527.9K0.25%
DFPG Investments, LLC7,356$526.4K0.09%
Kennedy Investment Group7,113$508.0K0.32%
Brady Family Wealth, LLC6,885$491.7K0.20%
Beacon Investment Advisors LLC6,877$491.1K0.41%
Stokes Capital Advisors, LLC6,849$489.1K0.17%
Mosaic Family Wealth Partners, LLC6,834$488.0K0.14%
Delta Financial Group, Inc.6,744$487.0K0.22%
Armstrong Advisory Group, Inc6,803$485.8K0.06%
Accredited Investors Inc.6,756$482.4K0.04%
Fee-Only Financial Planning, L.C.6,150$439.2K0.37%
STAR Financial Bank6,142$438.6K0.44%
Prosperity Financial Group, Inc.6,124$437.3K0.47%
Gateway Wealth Partners, LLC6,094$435.2K0.07%
KG&L Capital Management,LLC5,932$423.6K0.24%
BOS Asset Management, LLC5,861$418.5K0.37%
Sherbrooke Park Advisers LLC5,800$414.2K0.30%
Diligent Investors, LLC5,743$410.1K0.13%
Salomon & Ludwin, LLC5,726$408.9K0.05%
Glass Jacobson Investment Advisors llc5,694$406.6K0.20%
Key Client Fiduciary Advisors, LLC5,675$405.3K0.28%
Kapstone Financial Advisors LLC5,870$402.8K0.37%
Altus Wealth Group LLC5,175$369.5K0.28%
McGlone Suttner Wealth Management, Inc.5,140$367.1K0.12%
Pacific Wealth Strategies Group, Inc.5,127$366.1K0.49%
Hartline Investment Corp5,126$366.0K0.08%
Davis Investment Partners, LLC5,216$350.1K0.18%
Oak Hill Wealth Advisors, LLC4,899$349.8K0.14%
Breakwater Capital Group4,826$344.6K0.18%
Beta Wealth Group, Inc.4,800$342.8K0.23%
Legacy Financial Advisors, Inc.4,710$336.3K0.07%
Angeles Investment Advisors, LLC4,590$327.8K0.03%
Ferguson Wellman Capital Management, Inc4,510$322.0K0.01%
Old Mission Capital LLC4,443$317.3K0.01%
Moneta Group Investment Advisors LLC4,655$315.0K0.01%
Register Financial Advisors LLC4,376$312.5K0.20%
Summit X, LLC4,200$299.9K0.09%
Jefferies Financial Group Inc.4,136$295.4K0.01%
Charles Schwab Trust Co4,077$291.1K0.04%
Daymark Wealth Partners, LLC4,003$285.9K0.05%
Doliver Advisors, LP4,000$285.6K0.09%
Private Capital Management, LLC4,000$285.6K0.04%
WealthPLAN Partners, LLC4,253$283.5K0.02%
Financial Partners Group, Inc4,170$280.0K0.06%
Innovis Asset Management LLC3,912$279.4K0.13%
New Hampshire Trust3,866$276.1K0.07%
NinePointTwo Capital3,839$274.0K0.11%
GEM Asset Management, LLC3,830$273.5K0.23%
Hamilton Capital, LLC3,829$273.4K0.02%
Fidelis Capital Partners, LLC3,774$269.8K0.32%

Sold out (95)

Institutions that held Southern Co at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of SO in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Millennium Management LLC1,981,230$134.7M
Two Sigma Advisers, LP571,700$38.9M
Two Sigma Investments, LP537,568$36.6M
HRT Financial LP462,077$31.4M
Qube Research & Technologies Ltd420,560$28.6M
Lord, Abbett & Co. LLC323,000$22.0M
Connor, Clark & Lunn Investment Management Ltd.126,270$8.59M
Trexquant Investment LP118,586$8.06M
Healthcare of Ontario Pension Plan Trust Fund109,731$7.46M
Point72 Hong Kong Ltd99,247$6.75M
Barometer Capital Management Inc.93,450$6.35M
ExodusPoint Capital Management, LP76,205$5.18M
Tudor Investment Corp Et Al71,907$4.89M
Ergoteles LLC65,523$4.46M
Aquatic Capital Management LLC64,500$4.39M
Y-Intercept (Hong Kong) Ltd56,187$3.82M
Capital Fund Management S.A.52,446$3.57M
UBS Oconnor LLC41,059$2.79M
Meritage Portfolio Management32,363$2.20M
Buckingham Strategic Partners30,103$2.05M
Copperwynd Financial, LLC28,569$1.94M
Rational Advisors LLC25,223$1.72M
Pier 88 Investment Partners LLC25,223$1.72M
AlphaCrest Capital Management LLC22,948$1.56M
Engineers Gate Manager LP21,938$1.49M
Meeder Asset Management Inc20,155$1.37M
Simplex Trading, LLC17,253$1.17M
WT Wealth Management17,156$1.17M
Baader Bank INC16,900$1.15M
Claraphi Advisory Network, LLC16,608$1.13M
Arrowstreet Capital, Limited Partnership16,090$1.09M
Aigen Investment Management, LP16,046$1.09M
BKD Wealth Advisors, LLC15,724$1.07M
Element Capital Management LLC15,587$1.06M
Blueshift Asset Management, LLC14,393$979.0K
HAP Trading, LLC12,228$832.0K
Redhawk Wealth Advisors, Inc.12,243$832.0K
Henshaw Capital LLC10,940$743.9K
Trinity Financial Advisors LLC10,793$734.0K
Jupiter Asset Management Ltd10,437$710.0K
Prelude Capital Management, LLC9,975$678.0K
Virtu Financial LLC9,665$657.0K
GPS Wealth Strategies Group, LLC8,867$603.0K
Investment Partners, Ltd.8,474$576.0K
Fox Run Management, L.L.C.8,340$567.0K
MEMBERS Trust Co8,105$551.0K
Enlightenment Research, LLC7,100$483.0K
Capula Management Ltd6,640$452.0K
Tradewinds, LLC.6,474$440.0K
MUFG Americas Holdings Corp6,434$438.0K
Greylin Investment Mangement Inc6,175$420.0K
Blueprint Investment Partners LLC6,022$409.0K
LifePro Asset Management5,695$387.0K
Taylor Hoffman Wealth Management5,492$373.0K
Sawyer & Company, Inc5,318$362.0K
Peachtree Investment Partners, LLC5,270$358.0K
Pendal Group Limited4,733$322.0K
Prio Wealth Limited Partnership4,424$300.8K
Altman Advisors, Inc.4,400$299.0K
Gsa Capital Partners LLP4,316$293.0K
Townsend Asset Management Corp4,100$279.0K
Lockerman Financial Group, Inc.4,086$278.0K
Godshalk Welsh Capital Management, Inc.4,035$274.0K
Lafayette Investments, Inc.4,000$272.0K
QVR LLC3,878$264.0K
Cypress Capital Management LLC3,760$256.0K
Samalin Investment Counsel, LLC3,639$247.0K
Capstone Financial Advisors, Inc.3,607$245.0K
Centiva Capital, LP3,586$244.0K
Annex Advisory Services, LLC3,447$234.0K
Vicus Capital3,401$231.0K
First Business Financial Services, Inc.19,283$222.0K
Boston Trust Walden Corp3,175$216.0K
Cedar Brook Financial Partners, LLC3,167$215.4K
Greenwood Gearhart Inc3,131$213.0K
Klingenstein Fields & Co LP2,978$203.0K
Cannon Financial Strategists, Inc.2,955$200.9K
PYA Waltman Capital, LLC2,696$183.0K
Tevis Investment Management2,338$159.0K
Harel Insurance Investments & Financial Services Ltd.2,223$154.0K
Castle Wealth Management LLC1,341$91.0K
Evoke Wealth, LLC1,256$85.0K
Householder Group Estate & Retirement Specialist, LLC1,097$74.0K
Cowa, LLC1,065$72.0K
Axiom Investment Management LLC700$48.0K
Dark Forest Capital Management LP271$18.0K
Virtus Investment Advisers, Inc.188$13.0K
Advocacy Wealth Management Services, LLC113$8.00K
Level Financial Advisors, Inc.101$7.00K
Clear Perspectives Financial Planning, LLC90$6.00K
Morton Brown Family Wealth, LLC89$6.00K
Absolute Capital Management, LLC65$4.51K
Financial Enhancement Group LLC56$4.00K
Mizuho Securities Co. Ltd.51$3.00K
Hudock, Inc.58$3.00K

Not filed for Q4 2022 yet (37)

Institutions that held Southern Co at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.