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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 44,338 | $3.17M | 0.05% | +1,199+2.8% | Added |
| Brookstone Capital Management | 44,561 | $3.19M | 0.06% | +1,889+4.4% | Added |
| HNP Capital LLC | 44,760 | $3.20M | 0.89% | +3,902+9.6% | Added |
| Hengehold Capital Management LLC | 44,804 | $3.20M | 0.44% | +4,972+12.5% | Added |
| Wealthcare Advisory Partners LLC | 44,999 | $3.21M | 0.15% | +1,700+3.9% | Added |
| Veritable, L.P. | 45,029 | $3.22M | 0.06% | +7,431+19.8% | Added |
| Foundations Investment Advisors, LLC | 45,135 | $3.22M | 0.13% | +29,070+181.0% | Added |
| Rench Wealth Management, Inc. | 45,580 | $3.25M | 1.66% | +707+1.6% | Added |
| All Terrain Financial Advisors, LLC | 45,672 | $3.26M | 1.66% | +985+2.2% | Added |
| Edgestream Partners, L.P. | 46,042 | $3.29M | 0.37% | +32,212+232.9% | Added |
| Ieq Capital, LLC | 46,348 | $3.31M | 0.09% | +5,653+13.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 46,443 | $3.32M | 0.40% | +2,400+5.4% | Added |
| Cary Street Partner Investment Advisory LLC | 46,554 | $3.32M | 0.24% | −965−2.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 47,290 | $3.38M | 0.15% | +1,936+4.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 47,319 | $3.38M | 0.25% | −2,519−5.1% | Reduced |
| Vectors Research Management, LLC | 47,426 | $3.39M | 0.88% | +2,117+4.7% | Added |
| Palisade Asset Management, LLC | 47,649 | $3.40M | 0.39% | 00.0% | Unchanged |
| FAI Wealth Management | 47,676 | $3.40M | 3.16% | +128+0.3% | Added |
| ICA Group Wealth Management, LLC | 47,938 | $3.42M | 0.80% | +34,170+248.2% | Added |
| StoneX Group Inc. | 48,029 | $3.43M | 0.41% | +3,873+8.8% | Added |
| Nordea Investment Management AB | 47,857 | $3.44M | 0.01% | +1,374+3.0% | Added |
| Csenge Advisory Group | 48,454 | $3.46M | 0.27% | −1,465−2.9% | Reduced |
| Fulton Bank, N.A. | 48,755 | $3.48M | 0.20% | +459+1.0% | Added |
| Lincoln National Corp | 49,329 | $3.52M | 0.08% | +1,498+3.1% | Added |
| Canandaigua National Corp | 49,360 | $3.52M | 0.60% | +1,258+2.6% | Added |
| Private Asset Management Inc | 49,465 | $3.53M | 0.60% | −1,666−3.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 49,482 | $3.53M | 2.29% | +3,862+8.5% | Added |
| Squarepoint Ops LLC | 49,593 | $3.54M | 0.03% | +25,568+106.4% | Added |
| Trinity Legacy Partners, LLC | 49,832 | $3.56M | 1.42% | +1,815+3.8% | Added |
| Sugarloaf Wealth Management, LLC | 49,833 | $3.56M | 0.89% | −4,110−7.6% | Reduced |
| Sequoia Financial Advisors, LLC | 49,981 | $3.57M | 0.09% | +30,980+163.0% | Added |
| First National Trust Co | 50,179 | $3.58M | 0.19% | −544−1.1% | Reduced |
| Greenland Capital Management LP | 50,715 | $3.62M | 0.66% | +50,715 | New |
| Oakworth Capital, Inc. | 51,063 | $3.65M | 0.35% | +6,400+14.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 51,064 | $3.65M | 2.26% | +7,680+17.7% | Added |
| JustInvest LLC | 51,433 | $3.67M | 0.15% | −3,478−6.3% | Reduced |
| Laurel Wealth Advisors LLC | 51,703 | $3.69M | 0.85% | +4,655+9.9% | Added |
| Penserra Capital Management LLC | 51,958 | $3.71M | 0.08% | +51,958 | New |
| New Mexico Educational Retirement Board | 51,987 | $3.71M | 0.20% | −2,300−4.2% | Reduced |
| Profund Advisors LLC | 52,228 | $3.73M | 0.24% | −844−1.6% | Reduced |
| Cipher Capital LP | 52,828 | $3.77M | 0.71% | +52,828 | New |
| Worldquant Millennium Advisors LLC | 53,204 | $3.80M | 0.09% | −73,365−58.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 53,755 | $3.84M | 1.25% | +22,026+69.4% | Added |
| O'Shaughnessy Asset Management, LLC | 53,965 | $3.85M | 0.06% | −12,450−18.7% | Reduced |
| Richard Bernstein Advisors LLC | 54,039 | $3.86M | 0.09% | 00.0% | Unchanged |
| Point72 Middle East FZE | 54,059 | $3.86M | 0.30% | +54,059 | New |
| National Asset Management, Inc. | 54,456 | $3.89M | 0.11% | +1,870+3.6% | Added |
| Harvest Portfolios Group Inc. | 54,599 | $3.90M | 0.22% | +54,599 | New |
| Ellsworth Advisors, LLC | 57,704 | $3.91M | 1.46% | +1,328+2.4% | Added |
| Simmons Bank | 55,071 | $3.93M | 0.34% | +89+0.2% | Added |
| Putnam Investments LLC | 55,210 | $3.94M | 0.01% | +3,626+7.0% | Added |
| OneAscent Wealth Management LLC | 55,391 | $3.96M | 1.86% | +917+1.7% | Added |
| Wesbanco Bank Inc | 55,644 | $3.97M | 0.18% | +16,727+43.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 55,958 | $4.00M | 0.25% | +9,567+20.6% | Added |
| Norinchukin Bank, The | 55,968 | $4.00M | 0.09% | −4,602−7.6% | Reduced |
| City Holding Co | 56,278 | $4.02M | 0.75% | +1,280+2.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 56,684 | $4.05M | 1.37% | +4,871+9.4% | Added |
| Pathway Financial Advisers, LLC | 56,850 | $4.06M | 1.65% | +56,850 | New |
| Centaurus Financial, Inc. | 56,864 | $4.06M | 0.38% | +37,225+189.5% | Added |
| Montag A & Associates Inc | 57,203 | $4.08M | 0.27% | +9,238+19.3% | Added |
| Intech Investment Management LLC | 57,760 | $4.12M | 0.03% | −6,028−9.5% | Reduced |
| Coston, McIsaac & Partners | 57,887 | $4.13M | 1.61% | +2,965+5.4% | Added |
| Baugh & Associates, LLC | 57,904 | $4.13M | 2.68% | −55−0.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 58,000 | $4.14M | 0.06% | +58,000 | New |
| Shilanski & Associates, Inc. | 58,430 | $4.17M | 1.83% | +58,430 | New |
| Bridge Creek Capital Management LLC | 58,695 | $4.19M | 1.64% | +540+0.9% | Added |
| KBC Group NV | 58,853 | $4.20M | 0.02% | +2,059+3.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 58,971 | $4.21M | 0.21% | −2,260−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 59,146 | $4.22M | 0.07% | −5,505−8.5% | Reduced |
| Goelzer Investment Management, Inc. | 59,509 | $4.25M | 0.36% | +1,901+3.3% | Added |
| Siemens Fonds Invest GmbH | 60,436 | $4.32M | 0.43% | −391−0.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 60,700 | $4.33M | 3.00% | +1,871+3.2% | Added |
| Community Bank & Trust, Waco, Texas | 61,281 | $4.38M | 1.43% | −2,979−4.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 61,265 | $4.39M | 0.56% | +5,236+9.3% | Added |
| Stratos Wealth Advisors, LLC | 61,906 | $4.42M | 0.37% | +2,003+3.3% | Added |
| Clearbridge Investments, LLC | 62,264 | $4.45M | 0.00% | −550−0.9% | Reduced |
| Coldstream Capital Management Inc | 62,571 | $4.47M | 0.16% | +62,571 | New |
| Metropolitan Life Insurance Co | 62,968 | $4.50M | 0.20% | −317−0.5% | Reduced |
| Arkadios Wealth Advisors | 63,019 | $4.50M | 0.60% | +10,472+19.9% | Added |
| Lockheed Martin Investment Management Co | 63,200 | $4.51M | 0.30% | +2,800+4.6% | Added |
| Birmingham Capital Management Co Inc | 63,250 | $4.52M | 1.71% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 63,705 | $4.55M | 0.23% | −1,662−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 63,764 | $4.55M | 0.01% | −9,116−12.5% | Reduced |
| Stratos Wealth Partners, LTD. | 64,065 | $4.57M | 0.12% | −736−1.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 64,370 | $4.60M | 0.02% | +219+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 68,272 | $4.60M | 0.06% | +24,520+56.0% | Added |
| Bokf, NA | 65,001 | $4.64M | 0.09% | +1,264+2.0% | Added |
| Glenmede Trust Co NA | 65,060 | $4.65M | 0.03% | +10,348+18.9% | Added |
| CWM, LLC | 65,360 | $4.67M | 0.03% | +7,962+13.9% | Added |
| Allstate Corp | 65,608 | $4.69M | 0.14% | +557+0.9% | Added |
| Allstate Investment Management Co | 65,608 | $4.69M | 0.14% | +65,608 | New |
| Moors & Cabot, Inc. | 65,745 | $4.69M | 0.33% | −841−1.3% | Reduced |
| Warren Averett Asset Management, LLC | 66,754 | $4.77M | 0.26% | +8,361+14.3% | Added |
| Telos Capital Management, Inc. | 66,991 | $4.78M | 0.70% | +11,580+20.9% | Added |
| Advisors Asset Management, Inc. | 67,229 | $4.80M | 0.10% | +5,945+9.7% | Added |
| CIBC World Markets Inc. | 67,789 | $4.84M | 0.02% | +252+0.4% | Added |
| Walleye Trading LLC | 68,287 | $4.88M | 0.12% | +49,767+268.7% | Added |
| Atria Wealth Solutions, Inc. | 68,575 | $4.90M | 0.08% | +9,956+17.0% | Added |
| Regent Peak Wealth Advisors LLC | 65,181 | $4.90M | 1.61% | −539−0.8% | Reduced |
| Pathstone Family Office, LLC | 80,654 | $4.99M | 0.10% | +23,887+42.1% | Added |