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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 27,800 | $1.99M | 0.01% | −60,425−68.5% | Reduced |
| Empirical Finance, LLC | 28,003 | $2.00M | 0.21% | +2,274+8.8% | Added |
| Jacobi Capital Management LLC | 28,214 | $2.01M | 0.25% | +447+1.6% | Added |
| Moody National Bank Trust Division | 28,273 | $2.02M | 0.18% | −81−0.3% | Reduced |
| First City Capital Management, Inc. | 28,307 | $2.02M | 1.22% | −270−0.9% | Reduced |
| Savant Capital, LLC | 37,479 | $2.05M | 0.05% | +7,992+27.1% | Added |
| Red Cedar Investment Management, LLC | 28,759 | $2.05M | 0.32% | +1,847+6.9% | Added |
| Old National Bancorp | 28,989 | $2.07M | 0.06% | +1,297+4.7% | Added |
| Essex LLC | 29,474 | $2.10M | 0.64% | −520−1.7% | Reduced |
| Calamos Wealth Management LLC | 29,497 | $2.11M | 0.16% | +546+1.9% | Added |
| Hancock Whitney Corp | 29,915 | $2.14M | 0.08% | −323−1.1% | Reduced |
| Texas Yale Capital Corp. | 29,962 | $2.14M | 0.12% | +7,759+34.9% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $2.14M | 0.11% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 30,089 | $2.15M | 0.50% | −950−3.1% | Reduced |
| Sowell Financial Services LLC | 30,120 | $2.15M | 0.14% | +279+0.9% | Added |
| Resources Investment Advisors, LLC. | 30,269 | $2.16M | 0.06% | +15,597+106.3% | Added |
| Mainstay Capital Management LLC | 30,324 | $2.17M | 0.48% | +1,528+5.3% | Added |
| IFP Advisors, Inc | 48,974 | $2.17M | 0.07% | +5,765+13.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 30,871 | $2.20M | 0.24% | +69+0.2% | Added |
| Sculati Wealth Management, LLC | 30,971 | $2.21M | 1.24% | +9,023+41.1% | Added |
| Coastal Bridge Advisors, LLC | 30,988 | $2.21M | 0.63% | +1,680+5.7% | Added |
| Green Square Capital Advisors LLC | 31,270 | $2.23M | 0.32% | +573+1.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 31,386 | $2.24M | 0.49% | −190−0.6% | Reduced |
| Proequities, Inc. | 31,462 | $2.25M | 0.18% | +2,886+10.1% | Added |
| Cullen/Frost Bankers, Inc. | 31,536 | $2.25M | 0.04% | −1,800−5.4% | Reduced |
| Wills Financial Group, Inc. | 31,627 | $2.26M | 1.29% | +188+0.6% | Added |
| Mechanics Bank Trust Department | 31,675 | $2.26M | 0.39% | −718−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,900 | $2.28M | 0.02% | −285,940−90.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 32,240 | $2.29M | 1.04% | +9,473+41.6% | Added |
| CIBC Private Wealth Group, LLC | 118,584 | $2.30M | 0.01% | −634−0.5% | Reduced |
| Hartford Financial Management Inc. | 32,713 | $2.34M | 0.62% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 32,977 | $2.35M | 0.25% | −148−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 33,932 | $2.36M | 0.09% | +15,950+88.7% | Added |
| 1832 Asset Management L.P. | 33,418 | $2.39M | 0.00% | −1,574−4.5% | Reduced |
| Cantor Fitzgerald, L. P. | 33,457 | $2.39M | 0.05% | +69+0.2% | Added |
| International Assets Investment Management, LLC | 99,635 | $2.40M | 0.25% | +85,504+605.1% | Added |
| GWM Advisors LLC | 74,489 | $2.41M | 0.07% | +16,398+28.2% | Added |
| Los Angeles Capital Management LLC | 33,775 | $2.41M | 0.01% | +4,413+15.0% | Added |
| Essex Financial Services, Inc. | 33,796 | $2.41M | 0.26% | −1,051−3.0% | Reduced |
| Shelton Capital Management | 34,000 | $2.43M | 0.26% | −18,312−35.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,121 | $2.44M | 0.06% | −5,361−13.6% | Reduced |
| Forte Capital LLC | 34,266 | $2.45M | 0.42% | +187+0.5% | Added |
| Kestra Private Wealth Services, LLC | 34,337 | $2.45M | 0.12% | +9,662+39.2% | Added |
| Hayek Kallen Investment Management | 34,468 | $2.46M | 1.13% | −524−1.5% | Reduced |
| United Bank | 34,781 | $2.48M | 1.52% | +716+2.1% | Added |
| First Citizens Bank & Trust Co | 34,843 | $2.49M | 0.08% | +28,574+455.8% | Added |
| Leelyn Smith, LLC | 34,886 | $2.49M | 0.68% | +3,405+10.8% | Added |
| Family Legacy, Inc. | 37,224 | $2.50M | 1.09% | +618+1.7% | Added |
| Gladstone Institutional Advisory LLC | 35,184 | $2.51M | 0.18% | +12,882+57.8% | Added |
| Ontario Teachers Pension Plan Board | 35,201 | $2.51M | 0.03% | −18,438−34.4% | Reduced |
| Snowden Capital Advisors LLC | 35,510 | $2.54M | 0.11% | +1,183+3.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 35,572 | $2.54M | 0.04% | −588−1.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 35,636 | $2.54M | 0.40% | +220+0.6% | Added |
| Argyle Capital Management Inc. | 35,698 | $2.55M | 0.88% | −361−1.0% | Reduced |
| Day & Ennis, LLC | 36,183 | $2.57M | 0.99% | +99+0.3% | Added |
| Everence Capital Management Inc | 36,061 | $2.58M | 0.22% | +4,380+13.8% | Added |
| Peapack Gladstone Financial Corp | 36,121 | $2.58M | 0.05% | −940−2.5% | Reduced |
| Bailard, Inc. | 36,337 | $2.59M | 0.10% | −238−0.7% | Reduced |
| Merit Financial Group, LLC | 36,434 | $2.60M | 0.09% | +701+2.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,500 | $2.61M | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 36,595 | $2.61M | 0.00% | +2,448+7.2% | Added |
| Pinkerton Retirement Specialists, LLC | 36,910 | $2.64M | 0.57% | +3,775+11.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 36,951 | $2.64M | 0.12% | +36,951 | New |
| Lakeview Capital Partners, LLC | 39,215 | $2.64M | 0.85% | +1,367+3.6% | Added |
| Argent Trust Co | 37,794 | $2.70M | 0.18% | +1,469+4.0% | Added |
| South State Corp. | 37,982 | $2.71M | 0.25% | +1,622+4.5% | Added |
| Rothschild Investment Corp | 37,995 | $2.71M | 0.25% | +2,505+7.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,095 | $2.72M | 0.24% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 38,158 | $2.72M | 0.21% | +1,391+3.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 38,605 | $2.76M | 1.73% | +151+0.4% | Added |
| Shorepoint Capital Partners LLC | 38,759 | $2.77M | 0.77% | +34,734+863.0% | Added |
| Armor Investment Advisors, LLC | 39,171 | $2.80M | 1.70% | −1,556−3.8% | Reduced |
| Eudaimonia Advisors LLC | 39,212 | $2.80M | 1.90% | +3,733+10.5% | Added |
| Greatmark Investment Partners, Inc. | 39,322 | $2.81M | 0.51% | +200+0.5% | Added |
| Brookfield Asset Management Inc. | 39,522 | $2.82M | 0.01% | +39,522 | New |
| Tiaa, FSB | 39,543 | $2.82M | 0.01% | −4,267−9.7% | Reduced |
| Financial Partners Capital Management LLC | 39,577 | $2.83M | 0.63% | +1,090+2.8% | Added |
| Pinnacle Associates Ltd | 39,588 | $2.83M | 0.06% | +957+2.5% | Added |
| Raleigh Capital Management Inc. | 39,824 | $2.84M | 1.48% | +3,766+10.4% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 40,000 | $2.86M | 0.05% | +40,000 | New |
| Brick & Kyle, Associates | 40,024 | $2.86M | 1.66% | −556−1.4% | Reduced |
| Walleye Capital LLC | 40,121 | $2.87M | 0.06% | −23,752−37.2% | Reduced |
| Clarkston Capital Partners, LLC | 40,262 | $2.88M | 0.05% | −318−0.8% | Reduced |
| Lantz Financial LLC | 40,288 | $2.88M | 1.31% | +469+1.2% | Added |
| Signaturefd, LLC | 40,799 | $2.91M | 0.09% | −1,646−3.9% | Reduced |
| KCM Investment Advisors LLC | 40,839 | $2.92M | 0.13% | −1,721−4.0% | Reduced |
| Woodmont Investment Counsel LLC | 41,043 | $2.93M | 0.33% | +65+0.2% | Added |
| Benjamin Edwards Inc | 41,099 | $2.94M | 0.77% | +996+2.5% | Added |
| McRae Capital Management Inc | 41,179 | $2.94M | 0.86% | −3,100−7.0% | Reduced |
| Main Street Financial Solutions, LLC | 41,594 | $2.97M | 0.47% | −1,525−3.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 41,705 | $2.98M | 0.74% | −300−0.7% | Reduced |
| Sovereign Financial Group, Inc. | 42,043 | $3.00M | 1.18% | +1,168+2.9% | Added |
| United Services Automobile Association | 42,575 | $3.04M | 0.07% | −1,258−2.9% | Reduced |
| Dearborn Partners LLC | 42,873 | $3.06M | 0.12% | −194−0.5% | Reduced |
| First County Bank | 43,074 | $3.08M | 1.48% | +43,074 | New |
| Advisor Partners II, LLC | 43,186 | $3.08M | 0.19% | −30−0.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 43,614 | $3.11M | 0.12% | −159−0.4% | Reduced |
| MTM Investment Management, LLC | 43,706 | $3.12M | 1.62% | +35+0.1% | Added |
| First Bank & Trust | 43,843 | $3.13M | 0.87% | +398+0.9% | Added |
| D L Carlson Investment Group Inc | 44,217 | $3.16M | 0.68% | −2,906−6.2% | Reduced |