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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 126,160 | $9.01M | 0.55% | +12,444+10.9% | Added |
| Keybank National Association | 127,119 | $9.08M | 0.04% | −598−0.5% | Reduced |
| Czech National Bank | 127,430 | $9.10M | 0.24% | +3,894+3.2% | Added |
| Pinnacle Financial Partners Inc | 127,510 | $9.11M | 0.26% | +10,776+9.2% | Added |
| Becker Capital Management Inc | 127,715 | $9.12M | 0.42% | +4,899+4.0% | Added |
| CIBC World Markets Corp | 127,991 | $9.14M | 0.06% | +111,862+693.5% | Added |
| Mercer Global Advisors Inc | 132,125 | $9.44M | 0.05% | +10,796+8.9% | Added |
| Bridgeworth, LLC | 132,946 | $9.49M | 1.51% | +2,997+2.3% | Added |
| Intact Investment Management Inc. | 135,300 | $9.66M | 0.42% | −8,700−6.0% | Reduced |
| Rockland Trust Co | 135,349 | $9.67M | 0.61% | +227+0.2% | Added |
| AXA S.A. | 139,776 | $9.98M | 0.04% | −35,695−20.3% | Reduced |
| Stephens Inc | 139,940 | $9.99M | 0.20% | −12,616−8.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 142,254 | $10.2M | 2.82% | +20,567+16.9% | Added |
| Kingsview Wealth Management, LLC | 145,726 | $10.4M | 0.45% | +10,912+8.1% | Added |
| Advisory Services Network, LLC | 147,616 | $10.5M | 0.32% | +1,861+1.3% | Added |
| Nisa Investment Advisors, LLC | 152,460 | $10.9M | 0.09% | −4,019−2.6% | Reduced |
| M&T Bank Corp | 152,842 | $10.9M | 0.04% | −11,489−7.0% | Reduced |
| Eagle Ridge Investment Management | 153,225 | $10.9M | 1.28% | +750+0.5% | Added |
| New York Life Investment Management LLC | 153,449 | $11.0M | 0.13% | +3,701+2.5% | Added |
| Jane Street Group, LLC | 154,346 | $11.0M | 0.02% | +51,712+50.4% | Added |
| Texas Permanent School Fund | 154,679 | $11.0M | 0.17% | +4,271+2.8% | Added |
| Mutual of America Capital Management LLC | 155,476 | $11.1M | 0.14% | +8,299+5.6% | Added |
| Leavell Investment Management, Inc. | 161,390 | $11.5M | 0.87% | +1,535+1.0% | Added |
| Wealthfront Advisers LLC | 162,672 | $11.6M | 0.06% | −8,163−4.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 164,110 | $11.7M | 0.06% | −4,361−2.6% | Reduced |
| HB Wealth Management, LLC | 166,325 | $11.9M | 0.22% | +8,692+5.5% | Added |
| State of Alaska, Department of Revenue | 166,977 | $11.9M | 0.15% | +5,480+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 170,140 | $12.1M | 0.02% | −80,460−32.1% | Reduced |
| Cetera Advisor Networks LLC | 170,752 | $12.2M | 0.10% | +47,806+38.9% | Added |
| ProShare Advisors LLC | 171,163 | $12.2M | 0.04% | +18,854+12.4% | Added |
| Robeco Institutional Asset Management B.V. | 176,160 | $12.6M | 0.04% | −140,651−44.4% | Reduced |
| C2C Wealth Management, LLC | 189,586 | $12.7M | 2.19% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 177,803 | $12.7M | 0.03% | +30,621+20.8% | Added |
| Cetera Investment Advisers | 178,492 | $12.7M | 0.12% | +70,235+64.9% | Added |
| DekaBank Deutsche Girozentrale | 178,390 | $12.9M | 0.03% | −9,674−5.1% | Reduced |
| Aptus Capital Advisors, LLC | 183,216 | $13.1M | 0.43% | +129,213+239.3% | Added |
| Public Employees Retirement Association of Colorado | 184,737 | $13.2M | 0.07% | +558+0.3% | Added |
| Vestcor Inc | 185,725 | $13.3M | 0.49% | +72,083+63.4% | Added |
| CCM Investment Advisers LLC | 185,960 | $13.3M | 2.11% | −22,900−11.0% | Reduced |
| Gulf International Bank (UK) Ltd | 186,548 | $13.3M | 0.23% | +15,000+8.7% | Added |
| Pacer Advisors, Inc. | 186,910 | $13.3M | 0.07% | +176,974+1,781.1% | Added |
| Agf Management Ltd | 187,126 | $13.4M | 0.10% | +187,126 | New |
| Alberta Investment Management Corp | 187,219 | $13.4M | 0.12% | −8,900−4.5% | Reduced |
| Cornerstone Capital, Inc. | 190,140 | $13.6M | 1.74% | +1,010+0.5% | Added |
| Utah Retirement Systems | 193,072 | $13.8M | 0.22% | +2,800+1.5% | Added |
| Moran Wealth Management, LLC | 193,478 | $13.8M | 0.52% | +193,478 | New |
| Comerica Bank | 198,131 | $13.9M | 0.11% | +336+0.2% | Added |
| Yousif Capital Management, LLC | 194,915 | $13.9M | 0.18% | +7,536+4.0% | Added |
| Kestra Advisory Services, LLC | 195,697 | $14.0M | 0.12% | −1,221−0.6% | Reduced |
| USS Investment Management Ltd | 201,520 | $14.4M | 0.21% | −45,600−18.5% | Reduced |
| CWA Asset Management Group, LLC | 201,946 | $14.4M | 1.17% | −44,003−17.9% | Reduced |
| CI Private Wealth, LLC | 205,106 | $14.6M | 0.05% | +205,106 | New |
| Railway Pension Investments Ltd | 206,100 | $14.7M | 0.15% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 206,435 | $14.7M | 1.96% | −1,199−0.6% | Reduced |
| Nichols & Pratt Advisers LLP | 206,458 | $14.7M | 1.19% | +882+0.4% | Added |
| Cerity Partners LLC | 205,277 | $14.9M | 0.10% | +170,282+486.6% | Added |
| CIBC Asset Management Inc | 210,070 | $15.0M | 0.06% | +13,546+6.9% | Added |
| Verity & Verity, LLC | 210,861 | $15.1M | 1.97% | +6,969+3.4% | Added |
| Norris Perne & French LLP | 212,477 | $15.2M | 1.50% | +4,461+2.1% | Added |
| Crossmark Global Holdings, Inc. | 214,360 | $15.3M | 0.38% | +138,512+182.6% | Added |
| Core Alternative Capital | 215,876 | $15.4M | 1.96% | −8,501−3.8% | Reduced |
| Janus Henderson Group PLC | 222,002 | $15.9M | 0.01% | +16,925+8.3% | Added |
| Public Sector Pension Investment Board | 223,994 | $16.0M | 0.13% | +34,048+17.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 230,956 | $16.5M | 0.05% | +2,814+1.2% | Added |
| IFM Investors Pty Ltd | 233,675 | $16.7M | 0.28% | −74,351−24.1% | Reduced |
| Davidson Investment Advisors | 233,721 | $16.7M | 1.30% | −2,351−1.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 234,192 | $16.7M | 1.41% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 234,406 | $16.7M | 2.08% | +361+0.2% | Added |
| Financial Counselors Inc | 241,315 | $17.2M | 0.39% | +750.0% | Added |
| Calamos Advisors LLC | 244,401 | $17.5M | 0.08% | −43,136−15.0% | Reduced |
| Captrust Financial Advisors | 247,933 | $17.7M | 0.09% | +4,181+1.7% | Added |
| Swiss Life Asset Management Ltd | 248,506 | $17.8M | 0.30% | −7,636−3.0% | Reduced |
| Schroder Investment Management Group | 248,944 | $17.8M | 0.03% | +96,413+63.2% | Added |
| Forsta Ap-Fonden | 254,500 | $18.2M | 0.21% | −613,900−70.7% | Reduced |
| Regions Financial Corp | 266,618 | $19.0M | 0.18% | −1,631−0.6% | Reduced |
| Martingale Asset Management L P | 266,926 | $19.1M | 0.37% | −9,811−3.5% | Reduced |
| Creative Planning | 267,328 | $19.1M | 0.03% | +5,751+2.2% | Added |
| Guggenheim Capital LLC | 268,288 | $19.2M | 0.17% | −33,072−11.0% | Reduced |
| Standard Life Aberdeen plc | 270,397 | $19.3M | 0.05% | +12,371+4.8% | Added |
| State of Tennessee, Treasury Department | 272,972 | $19.5M | 0.09% | −50,479−15.6% | Reduced |
| DnB Asset Management AS | 273,779 | $19.6M | 0.14% | +16,630+6.5% | Added |
| Nomura Asset Management Co Ltd | 276,472 | $19.7M | 0.11% | +22,443+8.8% | Added |
| First Horizon Advisors, Inc. | 276,654 | $19.8M | 0.73% | +5,653+2.1% | Added |
| American International Group, Inc. | 283,494 | $20.2M | 0.14% | +5,138+1.8% | Added |
| Amalgamated Bank | 283,814 | $20.3M | 0.18% | +1,852+0.7% | Added |
| MetLife Investment Management | 284,304 | $20.3M | 0.15% | +2,171+0.8% | Added |
| ING Groep NV | 286,844 | $20.5M | 0.21% | +171,796+149.3% | Added |
| Mn Services Vermogensbeheer B.V. | 294,800 | $21.1M | 0.24% | −42,600−12.6% | Reduced |
| State of Michigan Retirement System | 295,923 | $21.1M | 0.15% | +8,200+2.8% | Added |
| Arizona State Retirement System | 296,516 | $21.2M | 0.20% | +7,694+2.7% | Added |
| Wade G W & Inc | 297,605 | $21.3M | 0.87% | +4,697+1.6% | Added |
| AQR Capital Management LLC | 315,058 | $22.5M | 0.05% | −66,251−17.4% | Reduced |
| Baird Financial Group, Inc. | 328,214 | $23.4M | 0.06% | +16,498+5.3% | Added |
| MML Investors Services, LLC | 333,089 | $23.8M | 0.16% | +16,110+5.1% | Added |
| Man Group plc | 340,841 | $24.3M | 0.09% | −23,773−6.5% | Reduced |
| Teilinger Capital Ltd. | 348,700 | $24.9M | 8.64% | +348,700 | New |
| Retirement Systems of Alabama | 348,769 | $24.9M | 0.11% | −4,305−1.2% | Reduced |
| Van Eck Associates Corp | 349,033 | $24.9M | 0.06% | +90,198+34.8% | Added |
| Hennessy Advisors Inc | 354,300 | $25.3M | 1.66% | −12,900−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 355,762 | $25.4M | 0.14% | −4,924−1.4% | Reduced |