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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 69,987 | $5.00M | 0.72% | +1,304+1.9% | Added |
| Sigma Planning Corp | 70,093 | $5.01M | 0.18% | −453−0.6% | Reduced |
| Louisiana State Employees Retirement System | 70,300 | $5.02M | 0.14% | +2,300+3.4% | Added |
| IFG Advisory, LLC | 70,343 | $5.02M | 0.50% | −361−0.5% | Reduced |
| D.A. Davidson & Co. | 70,672 | $5.05M | 0.06% | −101−0.1% | Reduced |
| Lido Advisors, LLC | 70,731 | $5.05M | 0.09% | −12,139−14.6% | Reduced |
| Rafferty Asset Management, LLC | 71,042 | $5.07M | 0.04% | +31,513+79.7% | Added |
| Thrivent Financial for Lutherans | 71,542 | $5.12M | 0.01% | +5,638+8.6% | Added |
| Institutional & Family Asset Management, LLC | 71,979 | $5.14M | 0.86% | +446+0.6% | Added |
| Beacon Pointe Advisors, LLC | 72,470 | $5.18M | 0.10% | +15,521+27.3% | Added |
| Carson Advisory Inc. | 72,916 | $5.21M | 4.99% | +2,618+3.7% | Added |
| Albion Financial Group | 72,929 | $5.21M | 0.50% | +680+0.9% | Added |
| Naples Global Advisors, LLC | 73,442 | $5.24M | 0.67% | +356+0.5% | Added |
| Schnieders Capital Management LLC | 73,839 | $5.27M | 1.21% | −460−0.6% | Reduced |
| South Dakota Investment Council | 74,206 | $5.30M | 0.12% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 74,533 | $5.32M | 0.25% | +4,441+6.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 75,277 | $5.38M | 1.83% | +75,277 | New |
| Parallax Volatility Advisers, L.P. | 76,165 | $5.44M | 0.14% | +62,389+452.9% | Added |
| National Bank of Canada | 76,439 | $5.46M | 0.01% | +40,071+110.2% | Added |
| Daiwa Securities Group Inc. | 77,407 | $5.53M | 0.04% | +6,437+9.1% | Added |
| Chronos Wealth Management, LLC | 77,576 | $5.54M | 4.37% | +6,119+8.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 78,440 | $5.60M | 0.59% | +11,730+17.6% | Added |
| Hartford Investment Management Co | 78,753 | $5.62M | 0.17% | −21,966−21.8% | Reduced |
| Sky Investment Group LLC | 80,024 | $5.71M | 1.35% | +599+0.8% | Added |
| Gotham Asset Management, LLC | 80,551 | $5.75M | 0.16% | +21,812+37.1% | Added |
| Huntington National Bank | 80,601 | $5.76M | 0.06% | −1,078−1.3% | Reduced |
| Oppenheimer & Co Inc | 81,005 | $5.78M | 0.13% | +23,500+40.9% | Added |
| ARS Wealth Advisors Group, LLC | 81,260 | $5.80M | 0.96% | −11,273−12.2% | Reduced |
| Level Four Advisory Services, LLC | 81,550 | $5.82M | 0.43% | +21,862+36.6% | Added |
| Windle Wealth, LLC | 81,816 | $5.84M | 4.56% | +81,816 | New |
| Old Point Trust & Financial Services N A | 82,529 | $5.89M | 2.72% | +1,830+2.3% | Added |
| RFG Advisory, LLC | 87,665 | $5.90M | 0.30% | +2,494+2.9% | Added |
| NewSquare Capital LLC | 83,281 | $5.95M | 0.74% | +6,931+9.1% | Added |
| Andra AP-fonden | 83,300 | $5.95M | 0.18% | −36,100−30.2% | Reduced |
| Central Trust Co | 83,321 | $5.95M | 0.18% | +1,288+1.6% | Added |
| Carret Asset Management, LLC | 83,347 | $5.95M | 0.82% | −200−0.2% | Reduced |
| Kentucky Retirement Systems | 83,575 | $5.97M | 0.24% | +365+0.4% | Added |
| Oregon Public Employees Retirement Fund | 83,932 | $5.99M | 0.08% | −93,860−52.8% | Reduced |
| Zions Bancorporation, N.A. | 84,028 | $6.00M | 0.47% | +9,931+13.4% | Added |
| Elo Mutual Pension Insurance Co | 84,244 | $6.02M | 0.21% | +4,442+5.6% | Added |
| Panagora Asset Management Inc | 84,411 | $6.03M | 0.04% | −3,877−4.4% | Reduced |
| Visionary Wealth Advisors | 84,998 | $6.07M | 0.56% | +5,853+7.4% | Added |
| Maryland State Retirement & Pension System | 85,576 | $6.11M | 0.18% | +85,576 | New |
| Contravisory Investment Management, Inc. | 85,711 | $6.12M | 1.70% | +1,670+2.0% | Added |
| Alerus Financial NA | 86,067 | $6.15M | 0.56% | −1,217−1.4% | Reduced |
| Avantax Advisory Services, Inc. | 86,810 | $6.20M | 0.08% | +7,175+9.0% | Added |
| Keel Point, LLC | 87,764 | $6.27M | 0.98% | +87,764 | New |
| Aull & Monroe Investment Management Corp | 88,100 | $6.29M | 3.13% | −660−0.7% | Reduced |
| Thomasville National Bank | 88,518 | $6.32M | 0.73% | −975−1.1% | Reduced |
| Massmutual Trust Co FSB | 88,594 | $6.33M | 0.26% | +263+0.3% | Added |
| Securian Asset Management, Inc | 89,500 | $6.39M | 0.18% | +2,912+3.4% | Added |
| Trustmark National Bank Trust Department | 90,102 | $6.43M | 0.59% | −3,784−4.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 92,503 | $6.49M | 0.72% | +14,491+18.6% | Added |
| Insight Folios Inc | 91,539 | $6.54M | 2.95% | +1,272+1.4% | Added |
| Blair William & Co | 91,985 | $6.57M | 0.03% | −3,835−4.0% | Reduced |
| MainStreet Investment Advisors LLC | 92,031 | $6.57M | 0.73% | −8,852−8.8% | Reduced |
| Principle Wealth Partners LLC | 92,471 | $6.60M | 0.75% | −2,599−2.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 93,534 | $6.68M | 0.15% | +12,000+14.7% | Added |
| Cetera Advisors LLC | 95,307 | $6.81M | 0.12% | +6,164+6.9% | Added |
| First PREMIER Bank | 95,680 | $6.83M | 2.07% | +474+0.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 96,156 | $6.87M | 0.14% | +9,127+10.5% | Added |
| British Columbia Investment Management Corp | 96,501 | $6.89M | 0.08% | −8,616−8.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 96,575 | $6.90M | 0.86% | −459−0.5% | Reduced |
| Churchill Management Corp | 97,299 | $6.95M | 0.17% | +1,233+1.3% | Added |
| Advisors Management Group Inc | 100,798 | $7.20M | 2.72% | −160.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 101,084 | $7.22M | 0.08% | 00.0% | Unchanged |
| Commerce Bank | 101,226 | $7.23M | 0.06% | −499−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 101,255 | $7.23M | 0.04% | +24,386+31.7% | Added |
| Brandywine Global Investment Management, LLC | 102,699 | $7.33M | 0.06% | +49,021+91.3% | Added |
| Mayflower Financial Advisors, LLC | 103,021 | $7.36M | 1.02% | −175−0.2% | Reduced |
| Kempen Capital Management N.V. | 103,032 | $7.36M | 0.21% | +21,469+26.3% | Added |
| Raymond James Trust N.A. | 103,770 | $7.41M | 0.25% | +3,536+3.5% | Added |
| Atria Investments LLC | 104,010 | $7.43M | 0.15% | +4,373+4.4% | Added |
| Westpac Banking Corp | 104,812 | $7.48M | 0.11% | +3,282+3.2% | Added |
| New England Asset Management Inc | 105,295 | $7.52M | 0.14% | −1,242−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 105,457 | $7.53M | 0.26% | +12,148+13.0% | Added |
| Umb Bank N A | 105,620 | $7.54M | 0.12% | −18,837−15.1% | Reduced |
| Royal London Asset Management Ltd | 106,991 | $7.64M | 0.03% | −157,979−59.6% | Reduced |
| Kanawha Capital Management LLC | 107,335 | $7.67M | 0.75% | +2,429+2.3% | Added |
| Illinois Municipal Retirement Fund | 107,369 | $7.67M | 0.17% | −209,702−66.1% | Reduced |
| Independent Advisor Alliance | 107,969 | $7.71M | 0.94% | +7,758+7.7% | Added |
| Associated Banc-Corp | 110,935 | $7.92M | 0.33% | +1,528+1.4% | Added |
| Davenport & Co LLC | 111,072 | $7.93M | 0.07% | +5,370+5.1% | Added |
| Hantz Financial Services, Inc. | 111,774 | $7.98M | 0.24% | +6,076+5.7% | Added |
| Fiduciary Group LLC | 112,910 | $8.06M | 1.07% | +1,444+1.3% | Added |
| Brinker Capital Investments, LLC | 113,480 | $8.10M | 0.16% | −5,294−4.5% | Reduced |
| Neuberger Berman Group LLC | 114,028 | $8.14M | 0.01% | +3,841+3.5% | Added |
| Decade Renewable Partners LP | 115,291 | $8.23M | 3.08% | +115,291 | New |
| Fisher Asset Management, LLC | 115,670 | $8.26M | 0.01% | +32,795+39.6% | Added |
| Cornerstone Advisors, LLC | 116,500 | $8.32M | 0.41% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 117,896 | $8.42M | 0.34% | −962−0.8% | Reduced |
| Signature Wealth Management Group | 118,663 | $8.47M | 4.14% | +606+0.5% | Added |
| Biondo Investment Advisors, LLC | 118,272 | $8.53M | 1.90% | −1,215−1.0% | Reduced |
| Bank of Nova Scotia | 120,569 | $8.61M | 0.02% | +31,239+35.0% | Added |
| Advocate Group LLC | 122,879 | $8.77M | 1.89% | −8,637−6.6% | Reduced |
| Fifth Third Bancorp | 122,991 | $8.78M | 0.04% | +23,080+23.1% | Added |
| Buckhead Capital Management LLC | 123,344 | $8.81M | 2.13% | −1,394−1.1% | Reduced |
| Xponance, Inc. | 124,906 | $8.92M | 0.14% | +24,288+24.1% | Added |
| Bell Bank | 125,394 | $8.95M | 1.04% | −7,291−5.5% | Reduced |
| Nissay Asset Management Corp | 125,529 | $8.96M | 0.09% | −444−0.4% | Reduced |