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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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q4 2022

Institutional positions in Southern Co as of Dec 31, 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
1,737
+113 vs. Q3 2022
Shares held
687.7M
+11.8M (+1.7%) vs. Q3 2022
Total value
$49.1B
+$3.12B (+6.8%) vs. Q3 2022
New holders
208
734 more added
Sold out
95
513 more reduced

37 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,737 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ4 2022: $49.1B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2022.

Institutions holding SO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC2$00.00%00.0%Unchanged
First Command Advisory Services, Inc.81$00.00%+81New
True Wealth Design, LLC12$8570.00%+12New
Financial Synergies Wealth Advisors, Inc.14$1.00K0.00%00.0%Unchanged
Sofos Investments, Inc.71$1.06K0.01%+71New
Delos Wealth Advisors, LLC18$1.28K0.00%00.0%Unchanged
Raffa Wealth Management, LLC19$1.36K0.00%00.0%Unchanged
Financial Avengers, Inc.20$1.43K0.00%+20New
WestEnd Advisors, LLC23$1.64K0.00%+6+35.3%Added
SJS Investment Consulting Inc.23$1.64K0.00%+12+109.1%Added
Trifecta Capital Advisors, LLC23$1.64K0.00%+23New
Alaska Permanent Fund Corp24$2.00K0.00%00.0%Unchanged
Hollencrest Capital Management30$2.14K0.00%+30New
Disciplined Investments, LLC39$2.79K0.00%−438−91.8%Reduced
Ten Capital Wealth Advisors, LLC40$2.86K0.00%+18+81.8%Added
Key Financial Inc43$2.92K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.40$3.00K0.03%−1,990−98.0%Reduced
PFS Partners, LLC42$3.03K0.00%00.0%Unchanged
Atlas Capital Advisors LLC47$3.36K0.00%00.0%Unchanged
Cribstone Capital Management, LLC50$3.57K0.00%+50New
DB Wealth Management Group, LLC50$3.57K0.00%+50New
Gs Investments, Inc.51$3.64K0.00%00.0%Unchanged
PayPay Securities Corp52$3.71K0.25%+52New
Harvest Fund Management Co., Ltd62$4.00K0.00%−112−64.4%Reduced
Lakewood Asset Management LLC50$4.00K0.00%+50New
Barrett & Company, Inc.66$4.71K0.00%00.0%Unchanged
WR Wealth Planners, LLC70$5.00K0.00%−130−65.0%Reduced
PFG Private Wealth Management, LLC69$5.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC75$5.38K0.00%+1+1.4%Added
Paloma Partners Management Co82$5.86K0.00%+82New
First Financial Corp85$6.07K0.00%00.0%Unchanged
New Millennium Group LLC88$6.28K0.01%00.0%Unchanged
Sierra Capital LLC105$7.00K0.00%00.0%Unchanged
KB Financial Partners, LLC102$7.00K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.108$7.72K0.01%+1+0.9%Added
Corrado Advisors, LLC110$7.86K0.01%+110New
Valley National Advisers Inc116$8.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC131$9.00K0.00%−15−10.3%Reduced
Laffer Tengler Investments127$9.07K0.00%+127New
Cutler Group LP143$10.0K0.00%−2,271−94.1%Reduced
Stephenson National Bank & Trust140$10.0K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC137$10.0K0.01%+2+1.5%Added
Paragon Wealth Strategies, LLC140$10.0K0.01%+140New
Financial Freedom, LLC156$11.2K0.01%+156New
New England Capital Financial Advisors LLC179$12.0K0.01%+179New
Pflug Koory, LLC165$12.0K0.01%−783−82.6%Reduced
Affiance Financial, LLC169$12.1K0.00%+169New
CNB Bank174$12.4K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.175$12.5K0.01%00.0%Unchanged
Piershale Financial Group, Inc.190$13.6K0.01%+190New
Winch Advisory Services, LLC201$14.0K0.01%+2+1.0%Added
TSFG, LLC200$14.0K0.01%00.0%Unchanged
Hoese & Co LLP200$14.0K0.01%00.0%Unchanged
Emfo, LLC200$14.3K0.01%00.0%Unchanged
FWL Investment Management, LLC215$15.4K0.01%+215New
Highlander Capital Management, LLC220$16.0K0.01%00.0%Unchanged
Global Financial Private Client, LLC233$16.6K0.01%00.0%Unchanged
Wolff Wiese Magana LLC237$16.9K0.01%+5+2.2%Added
Eagle Bay Advisors LLC245$17.5K0.01%−22−8.2%Reduced
TD Capital Management LLC246$17.6K0.00%00.0%Unchanged
Central Bank & Trust Co250$17.9K0.00%00.0%Unchanged
Clean Yield Group250$17.9K0.01%00.0%Unchanged
Orion Capital Management LLC250$17.9K0.01%00.0%Unchanged
Grey Fox Wealth Advisors, LLC250$17.9K0.01%+250New
Financial Perspectives, Inc256$18.3K0.01%00.0%Unchanged
Kelly Financial Services LLC278$19.8K0.01%+3+1.1%Added
Annapolis Financial Services, LLC280$20.0K0.01%00.0%Unchanged
One Wealth Advisors, LLC285$20.4K0.00%+285New
Spartan Planning & Wealth Management286$20.4K0.03%−429−60.0%Reduced
Retirement Group, LLC184$21.0K0.01%+104+130.0%Added
Pin Oak Investment Advisors Inc300$21.0K0.03%+300New
Evermay Wealth Management LLC300$21.4K0.00%00.0%Unchanged
Hallmark Capital Management Inc300$21.4K0.00%−550−64.7%Reduced
Goodwin Investment Advisory307$21.9K0.02%00.0%Unchanged
Cedar Wealth Management, LLC334$23.9K0.01%00.0%Unchanged
Crewe Advisors LLC335$23.9K0.00%−283−45.8%Reduced
Whittier Trust Co of Nevada Inc360$25.7K0.00%+20+5.9%Added
Operose Advisors LLC364$26.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC358$26.0K0.10%+4+1.1%Added
Coastal Capital Group, Inc.401$27.3K0.01%00.0%Unchanged
AllSquare Wealth Management LLC400$28.6K0.02%00.0%Unchanged
Norway Savings Bank405$28.9K0.01%00.0%Unchanged
First Community Trust NA400$29.0K0.03%00.0%Unchanged
Tucker Asset Management LLC403$29.1K0.01%+1+0.2%Added
Johnson Financial Group, Inc.409$29.2K0.00%00.0%Unchanged
MB, Levis & Associates, LLC412$29.4K0.02%+412New
Logan Capital Management Inc420$30.0K0.00%−280−40.0%Reduced
Horizon Bancorp Inc425$30.0K0.02%+425New
Bell Investment Advisors, Inc421$30.1K0.01%+236+127.6%Added
IMA Wealth, Inc.431$30.8K0.01%00.0%Unchanged
JNBA Financial Advisors437$31.2K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC450$32.1K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC454$32.4K0.01%+30+7.1%Added
Fairfield Financial Advisors, LTD456$32.5K0.01%+5+1.1%Added
CarsonAllaria Wealth Management, Ltd.469$34.0K0.03%+1+0.2%Added
VitalStone Financial, LLC474$34.0K0.02%+474New
Sanctuary Wealth Management, L.L.C.477$34.1K0.04%+477New
Tortoise Investment Management, LLC490$35.0K0.01%−210−30.0%Reduced
Covestor Ltd484$35.0K0.03%−5−1.0%Reduced
Hussman Strategic Advisors, Inc.500$35.7K0.01%00.0%Unchanged