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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Carolina Wealth Advisors, LLC | 502 | $36.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 500 | $36.0K | 0.02% | +200+66.7% | Added |
| Tanglewood Legacy Advisors, LLC | 508 | $36.3K | 0.03% | +508 | New |
| Bourgeon Capital Management LLC | 511 | $36.5K | 0.01% | +336+192.0% | Added |
| Perritt Capital Management Inc | 511 | $36.5K | 0.02% | +511 | New |
| Baker Avenue Asset Management, LP | 511 | $36.5K | 0.00% | +511 | New |
| My Personal CFO, LLC | 528 | $37.7K | 0.04% | +528 | New |
| Cassady Schiller Wealth Management, LLC | 530 | $37.8K | 0.02% | +530 | New |
| Endurance Wealth Management, Inc. | 534 | $38.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 537 | $38.3K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 542 | $38.7K | 0.01% | −518−48.9% | Reduced |
| Halpern Financial, Inc. | 550 | $39.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 557 | $39.8K | 0.01% | +557 | New |
| Capital Analysts, LLC | 575 | $41.0K | 0.00% | −182−24.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 580 | $41.4K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $42.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 588 | $42.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 596 | $42.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 599 | $42.8K | 0.03% | −137−18.6% | Reduced |
| First Personal Financial Services | 602 | $43.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 624 | $44.6K | 0.00% | −1−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 624 | $44.6K | 0.01% | −71−10.2% | Reduced |
| Natixis | 638 | $45.6K | 0.00% | −187,641−99.7% | Reduced |
| Piscataqua Savings Bank | 640 | $45.7K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $46.4K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $47.3K | 0.02% | 00.0% | Unchanged |
| EWG Elevate Inc. | 668 | $47.7K | 0.02% | +668 | New |
| Western Pacific Wealth Management, LP | 669 | $47.8K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 677 | $48.0K | 0.00% | +654+2,843.5% | Added |
| AXS Investments LLC | 675 | $48.2K | 0.02% | +675 | New |
| Altshuler Shaham Ltd | 681 | $48.6K | 0.00% | −41−5.7% | Reduced |
| Aspire Private Capital, LLC | 694 | $49.6K | 0.02% | −49−6.6% | Reduced |
| Founders Capital Management | 700 | $50.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $50.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 718 | $51.3K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 735 | $52.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 985 | $53.0K | 0.01% | +133+15.6% | Added |
| Compass Wealth Management LLC | 750 | $53.6K | 0.02% | +750 | New |
| Red Tortoise LLC | 754 | $53.8K | 0.04% | +754 | New |
| Antonetti Capital Management LLC | 760 | $54.3K | 0.07% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 772 | $55.1K | 0.01% | −1−0.1% | Reduced |
| Larson Financial Group LLC | 807 | $57.6K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 820 | $58.6K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 842 | $60.1K | 0.02% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 861 | $61.5K | 0.02% | +861 | New |
| McIlrath & Eck, LLC | 863 | $61.6K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 868 | $62.0K | 0.01% | −99−10.2% | Reduced |
| Tyler-Stone Wealth Management | 864 | $62.0K | 0.04% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 877 | $62.6K | 0.02% | +877 | Added |
| Achmea Investment Management B.V. | 938 | $63.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 914 | $65.0K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 942 | $67.3K | 0.04% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 967 | $69.0K | 0.03% | −614−38.8% | Reduced |
| SRS Capital Advisors, Inc. | 978 | $69.8K | 0.01% | +6+0.6% | Added |
| Cornerstone Planning Group LLC | 1,051 | $69.9K | 0.03% | +1,051 | New |
| Slocum, Gordon & Co LLP | 1,035 | $73.9K | 0.05% | +1,035 | New |
| American National Bank | 1,035 | $74.0K | 0.02% | +10+1.0% | Added |
| Richard W. Paul & Associates, LLC | 1,039 | $74.2K | 0.04% | +1,039 | New |
| McElhenny Sheffield Capital Management, LLC | 1,043 | $74.5K | 0.03% | +1,043 | New |
| Addison Advisors LLC | 1,049 | $74.9K | 0.04% | −400−27.6% | Reduced |
| Boyd Watterson Asset Management LLC | 1,075 | $76.8K | 0.03% | +1,075 | New |
| Coppell Advisory Solutions LLC | 1,083 | $77.3K | 0.03% | +1,083 | New |
| Coppell Advisory Solutions Corp. | 1,083 | $77.3K | 0.03% | +1,083 | New |
| Trust Co | 1,093 | $78.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,100 | $78.6K | 0.01% | +1,100 | New |
| GHP Investment Advisors, Inc. | 1,102 | $78.7K | 0.01% | −293−21.0% | Reduced |
| Clear Street Markets LLC | 1,101 | $79.0K | 0.02% | −5,768−84.0% | Reduced |
| General Partner, Inc. | 1,130 | $80.7K | 0.07% | +1,130 | New |
| Hazlett, Burt & Watson, Inc. | 1,143 | $82.0K | 0.07% | +200+21.2% | Added |
| Cyrus J. Lawrence, LLC | 1,167 | $83.0K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,172 | $83.7K | 0.05% | +1,172 | New |
| Farther Finance Advisors, LLC | 1,195 | $85.3K | 0.03% | +1,195 | New |
| Knights of Columbus Asset Advisors LLC | 1,200 | $85.7K | 0.01% | +1,200 | New |
| Bellevue Asset Management, LLC | 1,287 | $91.3K | 0.07% | +2+0.2% | Added |
| MinichMacGregor Wealth Management, LLC | 1,286 | $91.8K | 0.03% | +1,286 | New |
| Ruedi Wealth Management, Inc. | 1,329 | $94.9K | 0.07% | +1,329 | New |
| M&R Capital Management Inc | 1,350 | $96.4K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,352 | $96.5K | 0.01% | +122+9.9% | Added |
| Accel Wealth Management | 1,378 | $98.4K | 0.05% | −96−6.5% | Reduced |
| Clearview Wealth Advisors LLC | 1,379 | $98.5K | 0.08% | −22−1.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,392 | $99.4K | 0.01% | −265−16.0% | Reduced |
| Freedom Wealth Alliance, LLC | 1,409 | $100.6K | 0.14% | +1,409 | New |
| Plante Moran Financial Advisors, LLC | 1,425 | $101.8K | 0.01% | +200+16.3% | Added |
| Proffitt & Goodson Inc | 1,429 | $102.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,440 | $102.9K | 0.08% | +428+42.3% | Added |
| NVWM, LLC | 1,447 | $103.3K | 0.04% | −48−3.2% | Reduced |
| Beacon Capital Management, LLC | 1,459 | $104.2K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $107.1K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,547 | $110.0K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,545 | $110.4K | 0.01% | +1+0.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,549 | $110.6K | 0.06% | −489−24.0% | Reduced |
| S.A. Mason LLC | 1,553 | $110.9K | 0.08% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,555 | $111.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,630 | $116.4K | 0.03% | −585−26.4% | Reduced |
| Column Capital Advisors, LLC | 1,631 | $116.5K | 0.02% | −775−32.2% | Reduced |
| Center for Financial Planning, Inc. | 1,660 | $118.5K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,700 | $121.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,700 | $121.4K | 0.04% | −50−2.9% | Reduced |
| Pinebridge Investments, L.P. | 1,701 | $121.5K | 0.00% | +105+6.6% | Added |
| Bogart Wealth, LLC | 1,713 | $122.3K | 0.01% | −28−1.6% | Reduced |