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 |
|---|---|---|---|---|---|
| Phocas Financial Corp. | 1,720 | $122.8K | 0.02% | +1,720 | New |
| Kistler-Tiffany Companies, LLC | 1,722 | $123.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $123.0K | 0.04% | −1,000−36.7% | Reduced |
| Silvant Capital Management LLC | 1,727 | $123.3K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,776 | $126.8K | 0.09% | +56+3.3% | Added |
| WFA Asset Management Corp | 1,805 | $128.9K | 0.08% | +276+18.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,811 | $129.3K | 0.06% | +18+1.0% | Added |
| Manchester Capital Management LLC | 1,861 | $132.9K | 0.02% | +146+8.5% | Added |
| Riverview Trust Co | 1,867 | $133.0K | 0.13% | +1,066+133.1% | Added |
| MBM Wealth Consultants, LLC | 1,915 | $138.0K | 0.07% | +469+32.4% | Added |
| Harbor Investment Advisory, LLC | 1,953 | $139.5K | 0.02% | +400+25.8% | Added |
| Smithfield Trust Co | 1,960 | $141.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,030 | $145.0K | 0.04% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,043 | $146.0K | 0.28% | −47−2.2% | Reduced |
| St Germain D J Co Inc | 7,077 | $146.0K | 0.05% | +1,595+29.1% | Added |
| Avion Wealth | 2,162 | $147.0K | 0.05% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,071 | $147.9K | 0.03% | −4,345−67.7% | Reduced |
| DT Investment Partners, LLC | 2,080 | $148.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,117 | $151.2K | 0.04% | +577+37.5% | Added |
| BerganKDV Wealth Management, LLC | 2,121 | $151.4K | 0.02% | +131+6.6% | Added |
| Retirement Financial Solutions, LLC | 2,133 | $152.3K | 0.13% | +2,133 | New |
| Lindbrook Capital, LLC | 2,149 | $153.5K | 0.02% | −473−18.0% | Reduced |
| Versant Capital Management, Inc | 2,160 | $154.2K | 0.06% | −11−0.5% | Reduced |
| Heritage Wealth Management, LLC | 2,174 | $155.2K | 0.02% | +1,129+108.0% | Added |
| Toth Financial Advisory Corp | 2,192 | $156.5K | 0.03% | +6+0.3% | Added |
| Interactive Financial Advisors | 2,208 | $157.7K | 0.09% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2,226 | $158.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,220 | $158.5K | 0.03% | +596+36.7% | Added |
| DuPont Capital Management Corp | 2,249 | $160.6K | 0.01% | −3,363−59.9% | Reduced |
| Chelsea Counsel Co | 2,255 | $161.0K | 0.08% | +2,255 | New |
| Truvestments Capital LLC | 2,266 | $161.8K | 0.09% | −731−24.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,283 | $163.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,309 | $164.9K | 0.09% | +4+0.2% | Added |
| Deseret Mutual Benefit Administrators | 2,319 | $165.6K | 0.07% | −1,942−45.6% | Reduced |
| Rock Creek Group, LP | 2,327 | $166.2K | 0.02% | −565−19.5% | Reduced |
| Carolinas Wealth Consulting LLC | 49,363 | $166.2K | 0.04% | +96+0.2% | Added |
| Burleson & Company, LLC | 2,373 | $169.5K | 0.04% | +153+6.9% | Added |
| Stephens Consulting, LLC | 2,379 | $169.9K | 0.11% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,385 | $170.0K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,400 | $171.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,455 | $176.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 2,478 | $177.0K | 0.05% | +100+4.2% | Added |
| Westside Investment Management, Inc. | 2,510 | $179.0K | 0.00% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,617 | $186.9K | 0.05% | +2,617 | New |
| Horan Securities, Inc. | 2,758 | $196.9K | 0.11% | +119+4.5% | Added |
| Baystate Wealth Management LLC | 2,770 | $198.0K | 0.02% | +928+50.4% | Added |
| Insigneo Advisory Services, LLC | 2,819 | $201.0K | 0.08% | +2,819 | New |
| Ellis Investment Partners, LLC | 2,820 | $201.4K | 0.05% | +21+0.8% | Added |
| WealthShield Partners, LLC | 2,834 | $202.4K | 0.04% | +2,834 | New |
| Paces Ferry Wealth Advisors, LLC | 2,836 | $202.5K | 0.20% | −5,627−66.5% | Reduced |
| FSA Wealth Management LLC | 2,837 | $202.6K | 0.12% | +2,837 | New |
| Selective Wealth Management, Inc. | 3,021 | $202.8K | 0.11% | −9,148−75.2% | Reduced |
| Seeyond | 2,863 | $204.4K | 0.02% | −14,581−83.6% | Reduced |
| Parkside Advisors LLC | 2,864 | $204.5K | 0.07% | +2,864 | New |
| Guyasuta Investment Advisors Inc | 2,865 | $204.6K | 0.02% | +2,865 | New |
| Verus Capital Partners, LLC | 2,887 | $206.1K | 0.04% | +2,887 | New |
| Beaird Harris Wealth Management, LLC | 2,893 | $206.6K | 0.04% | 00.0% | Unchanged |
| Delta Capital Management LLC | 2,900 | $207.0K | 0.15% | +2,900 | New |
| Wilkins Investment Counsel Inc | 2,900 | $207.0K | 0.05% | +2,900 | New |
| Regent Investment Management LLC | 2,900 | $207.0K | 0.06% | +2,900 | New |
| LMCG Investments, LLC | 2,902 | $207.2K | 0.01% | +2,902 | New |
| High Falls Advisors, Inc | 2,919 | $208.5K | 0.06% | −1,597−35.4% | Reduced |
| Univest Financial Corp | 2,926 | $208.9K | 0.07% | +2,926 | New |
| Harvey Investment Co LLC | 2,926 | $209.0K | 0.03% | +2,926 | New |
| Chickasaw Capital Management LLC | 2,932 | $209.0K | 0.01% | +2,932 | New |
| Aveo Capital Partners, LLC | 2,927 | $209.0K | 0.03% | +2,927 | New |
| Maven Securities LTD | 2,932 | $209.4K | 0.04% | −6,862−70.1% | Reduced |
| Congress Wealth Management LLC | 2,933 | $209.4K | 0.01% | +2,933 | New |
| Whittier Trust Co | 2,935 | $209.6K | 0.00% | −25−0.8% | Reduced |
| Abacus Planning Group, Inc. | 2,944 | $210.2K | 0.06% | +2,944 | New |
| Forefront Wealth Management Inc. | 2,944 | $210.3K | 0.28% | +3+0.1% | Added |
| LexAurum Advisors, LLC | 2,947 | $210.4K | 0.08% | +2+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,949 | $210.6K | 0.05% | +4+0.1% | Added |
| CRA Financial Services, LLC | 2,950 | $210.7K | 0.07% | −217−6.9% | Reduced |
| 3Chopt Investment Partners, LLC | 2,951 | $210.7K | 0.12% | +2,951 | New |
| Community Bank, N.A. | 2,957 | $211.1K | 0.03% | +173+6.2% | Added |
| Alpha Omega Wealth Management LLC | 2,960 | $211.4K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,973 | $212.0K | 0.00% | +1,560+110.4% | Added |
| Voya Financial Advisors, Inc. | 2,937 | $212.0K | 0.03% | +2,937 | New |
| Satovsky Asset Management LLC | 2,969 | $212.0K | 0.09% | +30+1.0% | Added |
| First Manhattan Co | 2,973 | $212.4K | 0.00% | +478+19.2% | Added |
| Joel Isaacson & Co., LLC | 2,979 | $212.7K | 0.02% | −1,259−29.7% | Reduced |
| Enterprise Financial Services Corp | 2,994 | $213.8K | 0.15% | −23−0.8% | Reduced |
| Secure Asset Management, LLC | 2,995 | $213.9K | 0.08% | −106−3.4% | Reduced |
| Weybosset Research & Management LLC | 3,000 | $214.0K | 0.08% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 2,997 | $214.0K | 0.10% | +2,997 | New |
| Madrona Financial Services, LLC | 3,000 | $214.2K | 0.12% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $214.2K | 0.21% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,001 | $214.3K | 0.07% | +13+0.4% | Added |
| Field & Main Bank | 3,010 | $214.9K | 0.14% | +175+6.2% | Added |
| NBW Capital LLC | 3,010 | $214.9K | 0.05% | +3,010 | New |
| AlphaMark Advisors, LLC | 3,012 | $215.0K | 0.11% | +166+5.8% | Added |
| VeraBank, N.A. | 3,012 | $215.1K | 0.11% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,023 | $215.9K | 0.02% | −12−0.4% | Reduced |
| Brown Financial Advisory | 3,038 | $216.9K | 0.22% | −1,576−34.2% | Reduced |
| Patton Fund Management, Inc. | 3,038 | $217.0K | 0.06% | +3,038 | New |
| Motco | 3,059 | $218.4K | 0.02% | +254+9.1% | Added |
| Calton & Associates, Inc. | 3,061 | $218.6K | 0.08% | +3,061 | New |
| JJJ Advisors Inc. | 3,123 | $219.7K | 0.06% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,095 | $221.1K | 0.00% | +3,095 | New |