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 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 20,698 | $1.48M | 0.14% | −897−4.2% | Reduced |
| Community Bank of Raymore | 20,730 | $1.48M | 0.54% | 00.0% | Unchanged |
| Smith, Moore & Co. | 20,761 | $1.48M | 0.21% | −206−1.0% | Reduced |
| Advisor OS, LLC | 20,806 | $1.49M | 0.39% | +4,752+29.6% | Added |
| Stokes Family Office, LLC | 21,000 | $1.50M | 0.19% | +4,501+27.3% | Added |
| SevenBridge Financial Group, LLC | 21,099 | $1.51M | 0.44% | −100−0.5% | Reduced |
| Parsons Capital Management Inc | 21,100 | $1.51M | 0.13% | 00.0% | Unchanged |
| Romano Brothers and Company | 21,148 | $1.51M | 0.23% | +74+0.4% | Added |
| Symmetry Partners, LLC | 21,164 | $1.51M | 0.09% | +12,593+146.9% | Added |
| Wellington Shields & Co., LLC | 21,160 | $1.51M | 0.34% | +254+1.2% | Added |
| Boston Private Wealth LLC | 21,197 | $1.51M | 0.02% | −1,326−5.9% | Reduced |
| Diversified Trust Co | 21,236 | $1.52M | 0.06% | −2,395−10.1% | Reduced |
| Ascent Wealth Partners, LLC | 21,409 | $1.53M | 0.33% | +1,310+6.5% | Added |
| GSB Wealth Management, LLC | 21,424 | $1.53M | 0.55% | −7,219−25.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,450 | $1.53M | 0.59% | +18+0.1% | Added |
| Mutual Advisors, LLC | 21,509 | $1.54M | 0.07% | −327−1.5% | Reduced |
| Trust Co of Vermont | 21,517 | $1.54M | 0.11% | +590+2.8% | Added |
| Veriti Management LLC | 21,536 | $1.54M | 0.20% | −511−2.3% | Reduced |
| Farmers National Bank | 21,549 | $1.54M | 0.55% | −1,063−4.7% | Reduced |
| Cubist Systematic Strategies, LLC | 21,610 | $1.54M | 0.01% | −442,447−95.3% | Reduced |
| Southeast Asset Advisors Inc. | 21,643 | $1.55M | 0.25% | +13+0.1% | Added |
| Acadian Asset Management LLC | 21,691 | $1.55M | 0.01% | −224,513−91.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 21,683 | $1.55M | 0.15% | 00.0% | Unchanged |
| Private Trust Co NA | 21,706 | $1.55M | 0.23% | −312−1.4% | Reduced |
| Quantinno Capital Management LP | 21,756 | $1.55M | 0.12% | +16,569+319.4% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.56M | 0.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 21,825 | $1.56M | 0.11% | +1,656+8.2% | Added |
| Laurel Wealth Advisors, Inc. | 21,837 | $1.56M | 0.15% | +504+2.4% | Added |
| Earnest Partners LLC | 21,888 | $1.56M | 0.01% | +2,901+15.3% | Added |
| Burns J W & Co Inc | 21,982 | $1.57M | 0.29% | +145+0.7% | Added |
| Old North State Trust, LLC | 21,994 | $1.57M | 1.03% | −567−2.5% | Reduced |
| Monte Financial Group, LLC | 22,411 | $1.60M | 0.82% | −389−1.7% | Reduced |
| RFP Financial Group LLC | 22,467 | $1.60M | 0.72% | +22,467 | New |
| ZWJ Investment Counsel Inc | 22,514 | $1.61M | 0.09% | +60+0.3% | Added |
| Occudo Quantitative Strategies LP | 22,589 | $1.61M | 0.19% | +2,992+15.3% | Added |
| Metis Global Partners, LLC | 22,620 | $1.62M | 0.14% | +6,879+43.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 22,621 | $1.62M | 0.39% | −240−1.0% | Reduced |
| Shell Asset Management Co | 22,916 | $1.64M | 0.07% | +1,799+8.5% | Added |
| Bleakley Financial Group, LLC | 22,940 | $1.64M | 0.06% | +22,940 | New |
| Elevated Capital Advisors, LLC | 23,034 | $1.64M | 0.63% | +1,680+7.9% | Added |
| Bard Financial Services, Inc. | 23,085 | $1.65M | 0.14% | 00.0% | Unchanged |
| United Community Bank | 23,148 | $1.65M | 1.60% | −572−2.4% | Reduced |
| Capital Investment Advisory Services, LLC | 23,195 | $1.66M | 0.20% | +1,870+8.8% | Added |
| Miller Howard Investments Inc | 23,219 | $1.66M | 0.06% | +23,219 | New |
| Gateway Investment Advisers LLC | 23,441 | $1.67M | 0.02% | +69+0.3% | Added |
| Old Port Advisors | 23,463 | $1.68M | 0.63% | +1,109+5.0% | Added |
| Allworth Financial LP | 23,467 | $1.68M | 0.02% | +2,554+12.2% | Added |
| Northern Oak Wealth Management Inc | 23,497 | $1.68M | 0.24% | −2,919−11.1% | Reduced |
| Holderness Investments Co | 23,548 | $1.68M | 0.72% | −472−2.0% | Reduced |
| Farmers & Merchants Investments Inc | 23,652 | $1.69M | 0.07% | +150+0.6% | Added |
| Salem Investment Counselors Inc | 23,658 | $1.69M | 0.07% | +76+0.3% | Added |
| Colony Group LLC | 23,804 | $1.70M | 0.02% | +2,621+12.4% | Added |
| Stolper Co | 23,821 | $1.70M | 0.75% | −4,206−15.0% | Reduced |
| Hilltop Holdings Inc. | 23,863 | $1.70M | 0.22% | −267−1.1% | Reduced |
| Global Retirement Partners, LLC | 24,132 | $1.72M | 0.12% | +2,003+9.1% | Added |
| Greenleaf Trust | 24,152 | $1.73M | 0.02% | +1,102+4.8% | Added |
| HBK Sorce Advisory LLC | 24,190 | $1.73M | 0.05% | +12,030+98.9% | Added |
| Diversified Portfolios, Inc. | 24,307 | $1.74M | 0.40% | −296−1.2% | Reduced |
| IHT Wealth Management, LLC | 24,353 | $1.74M | 0.11% | +5,220+27.3% | Added |
| Peoples Financial Services Corp. | 24,482 | $1.75M | 0.82% | −200−0.8% | Reduced |
| Keene & Associates, Inc. | 24,572 | $1.75M | 1.57% | +238+1.0% | Added |
| Capital Square, LLC | 24,669 | $1.76M | 1.59% | +108+0.4% | Added |
| Park Avenue Securities LLC | 24,670 | $1.76M | 0.03% | +5,010+25.5% | Added |
| Sumitomo Life Insurance Co | 24,725 | $1.77M | 0.13% | −533−2.1% | Reduced |
| Citizens National Bank Trust Department | 24,731 | $1.77M | 0.50% | +53+0.2% | Added |
| Diversified, LLC | 24,752 | $1.77M | 0.69% | +24,752 | New |
| Verdence Capital Advisors LLC | 24,861 | $1.78M | 0.22% | +199+0.8% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.79M | 0.21% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25,084 | $1.79M | 0.11% | +790+3.3% | Added |
| Brown Brothers Harriman & Co | 25,090 | $1.79M | 0.02% | −916−3.5% | Reduced |
| Wealthspire Advisors, LLC | 25,120 | $1.79M | 0.03% | +2,075+9.0% | Added |
| Waters Parkerson & Co., LLC | 25,201 | $1.80M | 0.11% | −1,373−5.2% | Reduced |
| Tower Research Capital LLC (TRC) | 25,304 | $1.81M | 0.07% | −139,153−84.6% | Reduced |
| Winton Group Ltd | 25,478 | $1.82M | 0.12% | +15,135+146.3% | Added |
| Buckingham Strategic Wealth, LLC | 25,512 | $1.82M | 0.03% | −322−1.2% | Reduced |
| NTV Asset Management LLC | 25,706 | $1.84M | 0.36% | 00.0% | Unchanged |
| Busey Wealth Management | 25,805 | $1.84M | 0.08% | +2,776+12.1% | Added |
| John G Ullman & Associates Inc | 25,878 | $1.85M | 0.29% | +78+0.3% | Added |
| Regal Investment Advisors LLC | 25,888 | $1.85M | 0.18% | +529+2.1% | Added |
| Stock Yards Bank & Trust Co | 25,948 | $1.85M | 0.07% | +348+1.4% | Added |
| Azimuth Capital Investment Management LLC | 26,010 | $1.86M | 0.09% | +130+0.5% | Added |
| Centennial Bank | 26,063 | $1.86M | 1.06% | +26,063 | New |
| Transamerica Financial Advisors, Inc. | 26,078 | $1.86M | 0.27% | −4,632−15.1% | Reduced |
| Prudential PLC | 26,285 | $1.88M | 0.02% | +192+0.7% | Added |
| NBT Bank N A | 26,329 | $1.88M | 0.27% | −1,425−5.1% | Reduced |
| Summit Global Investments | 26,448 | $1.89M | 0.16% | −4,579−14.8% | Reduced |
| TFG Advisers LLC | 26,465 | $1.89M | 0.97% | −89−0.3% | Reduced |
| FourThought Financial Partners, LLC | 26,502 | $1.89M | 0.27% | +26,502 | New |
| Crawford Investment Counsel Inc | 26,630 | $1.90M | 0.04% | −911−3.3% | Reduced |
| Dynamic Advisor Solutions LLC | 26,638 | $1.90M | 0.13% | +2,584+10.7% | Added |
| Ronald Blue Trust, Inc. | 28,048 | $1.91M | 0.03% | +651+2.4% | Added |
| Bank of Hawaii | 26,888 | $1.92M | 0.12% | +94+0.4% | Added |
| Redwood Investment Management, LLC | 26,918 | $1.92M | 0.25% | +26,918 | New |
| Bennicas & Associates, Inc. | 27,066 | $1.93M | 1.12% | −200−0.7% | Reduced |
| Adalta Capital Management LLC | 27,150 | $1.94M | 1.37% | +1,025+3.9% | Added |
| LBMC Investment Advisors, LLC | 27,222 | $1.94M | 0.21% | +75+0.3% | Added |
| Nepsis, Inc. | 27,420 | $1.96M | 0.66% | −535−1.9% | Reduced |
| Johnson Investment Counsel Inc | 27,448 | $1.96M | 0.03% | +761+2.9% | Added |
| Venture Visionary Partners LLC | 27,470 | $1.96M | 0.14% | +2,176+8.6% | Added |
| Robbins Farley LLC | 27,509 | $1.96M | 1.52% | −10,018−26.7% | Reduced |