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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 15,203 | $1.09M | 0.02% | +218+1.5% | Added |
| Woodstock Corp | 15,258 | $1.09M | 0.14% | +995+7.0% | Added |
| ARGI Investment Services, LLC | 15,262 | $1.09M | 0.04% | −13−0.1% | Reduced |
| Belpointe Asset Management LLC | 15,277 | $1.09M | 0.07% | +165+1.1% | Added |
| Islay Capital Management, LLC | 15,359 | $1.10M | 1.26% | +29+0.2% | Added |
| Madden Securities Corp | 15,396 | $1.10M | 0.58% | −50−0.3% | Reduced |
| Sheets Smith Wealth Management | 15,565 | $1.11M | 0.17% | +532+3.5% | Added |
| TrinityPoint Wealth, LLC | 15,576 | $1.11M | 0.25% | +42+0.3% | Added |
| Gleason Group, Inc. | 15,606 | $1.11M | 0.35% | +156+1.0% | Added |
| DMG Group, LLC | 15,513 | $1.11M | 1.26% | +78+0.5% | Added |
| Holocene Advisors, LP | 15,696 | $1.12M | 0.01% | +15,696 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,774 | $1.13M | 0.30% | +2,467+18.5% | Added |
| SeaCrest Wealth Management, LLC | 15,804 | $1.13M | 0.16% | −5,707−26.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 15,805 | $1.13M | 0.32% | +30+0.2% | Added |
| Park Place Capital Corp | 15,822 | $1.13M | 0.32% | +15,822 | New |
| Sandy Spring Bank | 15,861 | $1.13M | 0.07% | −1,342−7.8% | Reduced |
| Aviva PLC | 15,885 | $1.13M | 0.01% | −139−0.9% | Reduced |
| We Are One Seven, LLC | 15,901 | $1.14M | 0.11% | +632+4.1% | Added |
| Asset Advisors Investment Management, LLC | 15,926 | $1.14M | 0.15% | 00.0% | Unchanged |
| Pacitti Group Inc. | 16,006 | $1.14M | 0.89% | +248+1.6% | Added |
| Meiji Yasuda Life Insurance Co | 16,154 | $1.15M | 0.02% | −9,100−36.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,183 | $1.16M | 0.52% | +19+0.1% | Added |
| BancorpSouth Bank | 16,216 | $1.16M | 0.11% | +60+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 16,223 | $1.16M | 0.76% | +500+3.2% | Added |
| West Bancorporation Inc | 16,269 | $1.16M | 0.86% | 00.0% | Unchanged |
| Teza Capital Management LLC | 16,297 | $1.16M | 0.22% | −7,615−31.8% | Reduced |
| Bank Ozk | 16,318 | $1.17M | 0.58% | −733−4.3% | Reduced |
| Garner Asset Management Corp | 16,383 | $1.17M | 0.58% | −178−1.1% | Reduced |
| Meeder Advisory Services, Inc. | 16,397 | $1.17M | 0.15% | +16,397 | New |
| King Luther Capital Management Corp | 16,403 | $1.17M | 0.01% | −98−0.6% | Reduced |
| Ascent Group, LLC | 16,403 | $1.17M | 0.14% | −580−3.4% | Reduced |
| ICW Investment Advisors LLC | 16,481 | $1.18M | 0.71% | +343+2.1% | Added |
| Columbus Macro, LLC | 16,556 | $1.18M | 0.45% | +3,060+22.7% | Added |
| Good Life Advisors, LLC | 16,588 | $1.18M | 0.16% | −381−2.2% | Reduced |
| Adirondack Trust Co | 16,654 | $1.19M | 0.62% | +366+2.2% | Added |
| StrategIQ Financial Group, LLC | 16,696 | $1.19M | 0.14% | +258+1.6% | Added |
| Meridian Wealth Management, LLC | 16,738 | $1.20M | 0.12% | +549+3.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,810 | $1.20M | 0.34% | −199−1.2% | Reduced |
| Hills Bank & Trust Co | 16,827 | $1.20M | 0.18% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 16,853 | $1.20M | 0.22% | −450−2.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,862 | $1.20M | 0.05% | −115−0.7% | Reduced |
| Western Wealth Management, LLC | 16,863 | $1.20M | 0.12% | −9,471−36.0% | Reduced |
| Benedict Financial Advisors Inc | 16,949 | $1.21M | 0.36% | +245+1.5% | Added |
| Bahl & Gaynor Inc | 16,950 | $1.21M | 0.01% | +3,499+26.0% | Added |
| Wealth Alliance | 16,972 | $1.21M | 0.22% | +659+4.0% | Added |
| MAI Capital Management | 16,975 | $1.21M | 0.02% | +267+1.6% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.21M | 0.20% | 00.0% | Unchanged |
| Philadelphia Trust Co | 17,010 | $1.22M | 0.13% | −1,025−5.7% | Reduced |
| HighTower Trust Services, LTA | 16,964 | $1.22M | 0.12% | +1,755+11.5% | Added |
| Matrix Trust Co | 17,061 | $1.22M | 0.31% | +4,050+31.1% | Added |
| Griffin Asset Management, Inc. | 17,087 | $1.22M | 0.18% | −35−0.2% | Reduced |
| Abbrea Capital, LLC | 17,167 | $1.23M | 0.22% | +20+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,175 | $1.23M | 0.03% | +7,415+76.0% | Added |
| Red Door Wealth Management, LLC | 17,239 | $1.23M | 0.40% | +602+3.6% | Added |
| Bristlecone Advisors, LLC | 17,347 | $1.24M | 0.15% | +1,902+12.3% | Added |
| Biltmore Family Office, LLC | 17,458 | $1.25M | 0.26% | +590+3.5% | Added |
| Cullinan Associates Inc | 17,475 | $1.25M | 0.07% | −45−0.3% | Reduced |
| Consolidated Planning Corp | 17,503 | $1.25M | 0.35% | −135−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,559 | $1.25M | 0.05% | −18,970−51.9% | Reduced |
| HHM Wealth Advisors, LLC | 17,659 | $1.26M | 0.29% | +1,732+10.9% | Added |
| Hudson Valley Investment Advisors Inc | 17,730 | $1.27M | 0.19% | −640−3.5% | Reduced |
| Trustco Bank Corp N Y | 17,823 | $1.27M | 1.41% | −8,294−31.8% | Reduced |
| Delta Asset Management LLC | 17,944 | $1.28M | 0.14% | +267+1.5% | Added |
| Ignite Planners, LLC | 18,827 | $1.28M | 0.54% | +362+2.0% | Added |
| Means Investment Co., Inc. | 17,952 | $1.28M | 0.26% | +9,455+111.3% | Added |
| Wedbush Securities Inc | 18,008 | $1.29M | 0.07% | +406+2.3% | Added |
| High Net Worth Advisory Group LLC | 18,020 | $1.29M | 0.50% | +6,996+63.5% | Added |
| Mayfair Advisory Group, LLC | 18,349 | $1.31M | 1.67% | +2,788+17.9% | Added |
| Mystic Asset Management, Inc. | 18,441 | $1.32M | 0.75% | +65+0.4% | Added |
| Integrated Wealth Concepts LLC | 18,504 | $1.32M | 0.04% | −348−1.8% | Reduced |
| Derbend Asset Management | 18,648 | $1.33M | 1.06% | −376−2.0% | Reduced |
| Adviser Investments LLC | 18,806 | $1.35M | 0.03% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 18,963 | $1.35M | 0.01% | +1,388+7.9% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.36M | 0.28% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 19,036 | $1.36M | 0.59% | +2,923+18.1% | Added |
| Procyon Private Wealth Partners, LLC | 19,048 | $1.36M | 0.25% | +2,556+15.5% | Added |
| Patten & Patten Inc | 19,192 | $1.37M | 0.12% | +31+0.2% | Added |
| Barnett & Company, Inc. | 19,224 | $1.37M | 1.05% | −586−3.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 19,324 | $1.38M | 0.14% | +12,278+174.3% | Added |
| Eagle Rock Investment Company, LLC | 19,357 | $1.39M | 0.32% | +16,036+482.9% | Added |
| Ethic Inc. | 19,474 | $1.39M | 0.08% | −4,497−18.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,606 | $1.40M | 1.02% | +160+0.8% | Added |
| Segall Bryant & Hamill, LLC | 19,631 | $1.40M | 0.02% | −450−2.2% | Reduced |
| Grove Bank & Trust | 19,681 | $1.41M | 0.31% | −1,253−6.0% | Reduced |
| Spreng Capital Management, Inc. | 19,780 | $1.41M | 1.22% | −1,000−4.8% | Reduced |
| Geneos Wealth Management Inc. | 19,842 | $1.42M | 0.09% | +1,091+5.8% | Added |
| J.W. Cole Advisors, Inc. | 19,848 | $1.42M | 0.11% | −1,084−5.2% | Reduced |
| CWS Financial Advisors, LLC | 22,812 | $1.42M | 0.61% | −773−3.3% | Reduced |
| Equitable Trust Co | 19,939 | $1.42M | 0.11% | +9,779+96.3% | Added |
| Canal Insurance CO | 20,000 | $1.43M | 0.39% | 00.0% | Unchanged |
| Private Advisory Group LLC | 20,115 | $1.44M | 0.31% | −552−2.7% | Reduced |
| Reuter James Wealth Management, LLC | 20,224 | $1.44M | 1.05% | +484+2.5% | Added |
| Linden Thomas Advisory Services, LLC | 20,278 | $1.45M | 0.41% | +20,278 | New |
| Wetherby Asset Management Inc | 20,365 | $1.45M | 0.09% | −1,338−6.2% | Reduced |
| Asset Dedication, LLC | 20,390 | $1.46M | 0.15% | +1,845+9.9% | Added |
| Creative Financial Designs Inc | 20,431 | $1.46M | 0.22% | +1,129+5.8% | Added |
| Strategic Blueprint, LLC | 20,483 | $1.46M | 0.17% | +7,772+61.1% | Added |
| MSH Capital Advisors LLC | 20,524 | $1.47M | 0.66% | +389+1.9% | Added |
| CapWealth Advisors, LLC | 20,548 | $1.47M | 0.17% | −150−0.7% | Reduced |
| Claro Advisors LLC | 20,574 | $1.47M | 0.48% | +8,819+75.0% | Added |