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, 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 11,364 | $811.5K | 0.03% | +212+1.9% | Added |
| Cassaday & Co Wealth Management LLC | 11,385 | $813.0K | 0.04% | +11,385 | New |
| Nwam LLC | 11,386 | $813.1K | 0.07% | +534+4.9% | Added |
| Qtron Investments LLC | 11,427 | $816.0K | 0.17% | −1,658−12.7% | Reduced |
| Glenview Trust Co | 11,448 | $817.5K | 0.03% | +2,299+25.1% | Added |
| Nicollet Investment Management, Inc. | 11,461 | $818.0K | 0.47% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 13,878 | $819.2K | 0.47% | +13,878 | New |
| Atlantic Trust, LLC | 11,510 | $822.0K | 0.27% | +56+0.5% | Added |
| Aberdeen Wealth Management LLC | 11,554 | $825.1K | 0.62% | +50.0% | Added |
| Legacy Wealth Asset Management, LLC | 11,584 | $827.2K | 0.32% | +195+1.7% | Added |
| LaFleur & Godfrey LLC | 11,647 | $831.7K | 0.14% | −1,591−12.0% | Reduced |
| Trustcore Financial Services, LLC | 11,663 | $832.8K | 0.07% | −842−6.7% | Reduced |
| Clarius Group, LLC | 11,743 | $839.0K | 0.08% | +738+6.7% | Added |
| Bellwether Advisors, LLC | 11,764 | $840.1K | 0.24% | −20,367−63.4% | Reduced |
| Plimoth Trust Co LLC | 11,772 | $841.0K | 0.27% | −185−1.5% | Reduced |
| Stableford Capital II LLC | 11,774 | $841.8K | 0.46% | +187+1.6% | Added |
| Citizens Financial Group Inc | 11,851 | $846.3K | 0.03% | −2,508−17.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,942 | $853.0K | 0.59% | +201+1.7% | Added |
| Shepherd Financial Partners LLC | 11,946 | $853.1K | 0.15% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 11,960 | $854.1K | 0.04% | +224+1.9% | Added |
| Chicago Trust Co NA | 11,969 | $855.0K | 0.21% | +500+4.4% | Added |
| Fund Management at Engine No. 1 LLC | 11,984 | $855.8K | 0.21% | +1,762+17.2% | Added |
| Kessler Investment Group, LLC | 11,988 | $856.0K | 0.91% | −7,757−39.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $856.8K | 0.73% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 12,044 | $860.1K | 0.13% | +8,937+287.6% | Added |
| Confluence Wealth Services, Inc. | 12,102 | $864.2K | 0.22% | −702−5.5% | Reduced |
| Congress Asset Management Co | 12,140 | $866.9K | 0.01% | 00.0% | Unchanged |
| Stonnington Group, LLC | 12,205 | $867.9K | 0.24% | −1,000−7.6% | Reduced |
| Juncture Wealth Strategies, LLC | 12,188 | $870.3K | 0.41% | −900−6.9% | Reduced |
| HM Payson & Co | 12,191 | $870.5K | 0.02% | −399−3.2% | Reduced |
| Arete Wealth Advisors, LLC | 12,247 | $874.5K | 0.08% | +3,472+39.6% | Added |
| Integrated Advisors Network LLC | 12,270 | $876.2K | 0.06% | +118+1.0% | Added |
| Glassy Mountain Advisors, Inc. | 12,286 | $877.3K | 0.48% | +12,286 | New |
| RS Crum Inc. | 12,407 | $886.0K | 0.41% | −3,204−20.5% | Reduced |
| Marino, Stram & Associates LLC | 12,413 | $886.4K | 0.28% | +70+0.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 12,494 | $892.2K | 0.23% | −145−1.1% | Reduced |
| Bessemer Group Inc | 12,500 | $893.0K | 0.00% | −3,147−20.1% | Reduced |
| ForthRight Wealth Management, LLC | 12,515 | $893.7K | 0.46% | +42+0.3% | Added |
| Trust Co of Virginia | 12,516 | $893.8K | 0.10% | +8,916+247.7% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $894.0K | 0.50% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12,545 | $895.8K | 0.09% | −701−5.3% | Reduced |
| Guardian Wealth Advisors, LLC | 12,546 | $895.9K | 0.17% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 12,633 | $902.1K | 0.09% | −1,530−10.8% | Reduced |
| Widmann Financial Services, Inc. | 12,650 | $903.3K | 0.95% | +113+0.9% | Added |
| Country Club Bank | 12,658 | $903.9K | 0.08% | +110+0.9% | Added |
| Resources Management Corp | 12,745 | $910.0K | 0.14% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 12,752 | $910.6K | 0.33% | −432−3.3% | Reduced |
| Magnolia Capital Advisors LLC | 12,759 | $911.0K | 0.61% | +26+0.2% | Added |
| Blue Fin Capital, Inc. | 12,782 | $912.8K | 0.33% | −151−1.2% | Reduced |
| Kovack Advisors, Inc. | 12,842 | $917.0K | 0.13% | +4,179+48.2% | Added |
| Pearl River Capital, LLC | 12,879 | $919.7K | 0.16% | +12,879 | New |
| ProVise Management Group, LLC | 13,020 | $929.8K | 0.09% | −1,299−9.1% | Reduced |
| Grimes & Company, Inc. | 13,037 | $931.0K | 0.04% | +4,004+44.3% | Added |
| Gradient Investments LLC | 13,095 | $935.1K | 0.03% | −415−3.1% | Reduced |
| Palumbo Wealth Management LLC | 13,158 | $939.6K | 0.75% | +559+4.4% | Added |
| RDA Financial Network | 13,190 | $941.9K | 0.47% | +761+6.1% | Added |
| Toroso Investments, LLC | 13,201 | $943.0K | 0.04% | −85−0.6% | Reduced |
| SG Americas Securities, LLC | 13,214 | $944.0K | 0.01% | −43,270−76.6% | Reduced |
| Columbia Asset Management | 13,258 | $947.0K | 0.23% | −695−5.0% | Reduced |
| Perigon Wealth Management, LLC | 13,396 | $956.6K | 0.06% | +1,708+14.6% | Added |
| Marco Investment Management LLC | 13,433 | $959.3K | 0.11% | +13+0.1% | Added |
| Cigna Investments Inc | 13,440 | $960.0K | 0.20% | +394+3.0% | Added |
| Banque Cantonale Vaudoise | 13,519 | $966.0K | 0.05% | −14,464−51.7% | Reduced |
| Burney Co | 13,536 | $966.6K | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 13,550 | $967.6K | 0.13% | −1,635−10.8% | Reduced |
| L.M. Kohn & Company | 13,604 | $971.5K | 0.45% | +674+5.2% | Added |
| United Bank | 13,677 | $976.7K | 0.14% | +77+0.6% | Added |
| Coastal Investment Advisors, Inc. | 13,804 | $985.7K | 0.24% | +316+2.3% | Added |
| Twin Capital Management Inc | 13,918 | $994.0K | 0.13% | +283+2.1% | Added |
| Berkeley Capital Partners, LLC | 13,978 | $998.2K | 0.39% | +483+3.6% | Added |
| Americana Partners, LLC | 8,744 | $999.4K | 0.17% | −4,558−34.3% | Reduced |
| First United Bank Trust | 14,033 | $1.00M | 0.49% | +595+4.4% | Added |
| FinTrust Capital Advisors, LLC | 14,075 | $1.01M | 0.24% | +208+1.5% | Added |
| White Lighthouse Investment Management Inc. | 14,094 | $1.01M | 0.27% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 14,149 | $1.01M | 0.00% | +602+4.4% | Added |
| Keudell/Morrison Wealth Management | 14,161 | $1.01M | 0.32% | +114+0.8% | Added |
| Rollins Financial | 14,188 | $1.01M | 0.38% | −5,386−27.5% | Reduced |
| Chatham Capital Group, Inc. | 14,193 | $1.01M | 0.24% | 00.0% | Unchanged |
| Ti-Trust, Inc | 14,210 | $1.01M | 0.97% | 00.0% | Unchanged |
| Balentine LLC | 14,264 | $1.02M | 0.04% | −12,017−45.7% | Reduced |
| HF Advisory Group, LLC | 14,328 | $1.02M | 1.03% | +14,328 | New |
| Am Investment Strategies LLC | 14,349 | $1.02M | 0.37% | +53+0.4% | Added |
| Laidlaw Wealth Management LLC | 14,369 | $1.03M | 0.22% | +243+1.7% | Added |
| GoalVest Advisory LLC | 14,395 | $1.03M | 0.66% | +1,479+11.5% | Added |
| SignalPoint Asset Management, LLC | 14,438 | $1.03M | 0.36% | −52−0.4% | Reduced |
| Comerica Securities,inc. | 14,461 | $1.03M | 0.07% | +2,226+18.2% | Added |
| EverSource Wealth Advisors, LLC | 14,526 | $1.04M | 0.16% | +1,534+11.8% | Added |
| Personal Cfo Solutions, LLC | 14,593 | $1.04M | 0.22% | −1,388−8.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,692 | $1.05M | 0.13% | −233−1.6% | Reduced |
| Mitchell Sinkler & Starr | 14,695 | $1.05M | 0.34% | +700+5.0% | Added |
| Focus Financial Network, Inc. | 14,771 | $1.05M | 0.09% | +10.0% | Added |
| Private Advisor Group, LLC | 92,768 | $1.06M | 0.05% | +2,325+2.6% | Added |
| Guardian Investment Management | 14,910 | $1.06M | 1.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 14,856 | $1.07M | 0.26% | −75−0.5% | Reduced |
| McMillion Capital Management Inc | 14,965 | $1.07M | 0.97% | −170−1.1% | Reduced |
| Chemung Canal Trust Co | 15,025 | $1.07M | 0.24% | −2,759−15.5% | Reduced |
| Highline Wealth Partners LLC | 15,061 | $1.08M | 0.79% | 00.0% | Unchanged |
| Coastline Trust Co | 15,094 | $1.08M | 0.16% | +4,719+45.5% | Added |
| Powers Advisory Group, LLC | 15,178 | $1.08M | 0.80% | −16−0.1% | Reduced |
| Evercore Wealth Management, LLC | 15,185 | $1.08M | 0.02% | −1,829−10.7% | Reduced |