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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ4 2022: 1,737 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ4 2022: $49.1B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2022.

Institutions holding SO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ipsen Advisor Group LLC3,097$221.2K0.25%+3,097New
Charles Carroll Financial Partners, LLC3,100$221.4K0.34%−1,700−35.4%Reduced
Hemenway Trust Co LLC3,100$221.4K0.02%00.0%Unchanged
MCF Advisors LLC3,115$222.4K0.02%−642−17.1%Reduced
Summit Wealth Partners, LLC3,120$222.8K0.06%00.0%Unchanged
Coho Partners, Ltd.3,139$224.0K0.00%00.0%Unchanged
Wedgewood Investors Inc3,150$224.9K0.30%00.0%Unchanged
Octavia Wealth Advisors, LLC3,150$224.9K0.06%+68+2.2%Added
Sonora Investment Management Group, LLC3,160$225.6K0.02%−93−2.9%Reduced
Bank of Nova Scotia Trust Co3,160$225.7K0.02%−46−1.4%Reduced
Carmel Capital Partners, LLC3,162$225.8K0.16%00.0%Unchanged
Quadrature Capital Ltd3,171$226.4K0.01%−153,764−98.0%Reduced
Biltmore Wealth Management, LLC3,171$226.5K0.10%+2+0.1%Added
Total Clarity Wealth Management, Inc.3,181$227.2K0.12%+3,181New
Resource Planning Group3,186$227.5K0.18%−1,194−27.3%Reduced
CAPROCK Group, Inc.3,189$227.7K0.02%+3,189New
Retirement Income Solutions, Inc3,194$228.1K0.07%+3,194New
West Paces Advisors Inc.3,210$229.2K0.07%−163−4.8%Reduced
North Star Asset Management Inc3,227$230.4K0.01%+100+3.2%Added
Bangor Savings Bank3,225$231.0K0.03%00.0%Unchanged
Anson Capital, Inc.3,235$231.0K0.31%+3,235New
Gamble Jones Investment Counsel3,248$232.0K0.02%00.0%Unchanged
First Interstate Bank3,252$232.0K0.02%00.0%Unchanged
Wealth Management Associates, Inc.3,250$232.1K0.15%−500−13.3%Reduced
Two Sigma Securities, LLC3,256$232.5K0.03%−19,947−86.0%Reduced
Tufton Capital Management3,257$232.6K0.05%+125+4.0%Added
Boyar Asset Management Inc.3,265$233.2K0.19%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.3,315$233.2K0.14%+3,315New
LMG Wealth Partners, LLC3,338$233.8K0.08%+3,338New
Meridian Financial, LLC3,281$234.4K0.25%00.0%Unchanged
Phillips Wealth Planners LLC3,493$234.5K0.41%+3,493New
Zullo Investment Group, Inc.3,284$234.5K0.14%−27−0.8%Reduced
WealthTrust Asset Management, LLC3,285$234.6K0.23%+6+0.2%Added
Howe & Rusling Inc3,285$234.6K0.03%+607+22.7%Added
Campbell Wealth Management3,290$235.0K0.03%+35+1.1%Added
Transform Wealth, LLC3,300$235.7K0.03%+3,300New
Forbes Financial Planning, Inc.3,498$237.9K0.35%00.0%Unchanged
Buttonwood Financial Advisors Inc.3,337$238.3K0.20%−40−1.2%Reduced
OmniStar Financial Group, Inc.3,351$239.3K0.27%00.0%Unchanged
Godsey & Gibb Associates3,353$239.4K0.05%+3,353New
Colonial River Wealth Management, LLC3,367$240.4K0.15%−286−7.8%Reduced
Flputnam Investment Management Co3,373$240.9K0.01%+3,373New
Fort Washington Investment Advisors Inc3,369$241.0K0.00%00.0%Unchanged
DF Dent & Co Inc3,390$242.1K0.00%−34−1.0%Reduced
Anchor Capital Advisors LLC3,400$242.8K0.01%00.0%Unchanged
Milestone Advisory Partners3,408$243.4K0.18%00.0%Unchanged
RNC Capital Management LLC3,412$244.0K0.01%−576−14.4%Reduced
Colton Groome Financial Advisors, LLC3,417$244.0K0.12%00.0%Unchanged
Acropolis Investment Management, LLC3,417$244.0K0.02%−15−0.4%Reduced
Insight Advisors, LLC3,407$245.0K0.09%+8+0.2%Added
Ironsides Asset Advisors, LLC3,430$245.0K0.11%−40−1.2%Reduced
Investors Asset Management of Georgia Inc3,445$246.0K0.13%00.0%Unchanged
Cyndeo Wealth Partners, LLC3,453$246.6K0.03%+3,453New
Apexium Financial, LP3,463$247.3K0.03%00.0%Unchanged
Rooted Wealth Advisors, Inc.3,482$249.0K0.21%+3,482New
Pitcairn Co3,499$249.9K0.02%+307+9.6%Added
Mairs & Power Inc3,500$249.9K0.00%00.0%Unchanged
St. Louis Trust Co3,500$249.9K0.05%00.0%Unchanged
Second Half Financial Partners, LLC3,715$251.4K0.16%+3,715New
Semmax Financial Advisors Inc.3,598$252.0K0.10%+33+0.9%Added
Waterford Advisors, LLC3,536$253.0K0.15%+3,536New
Fulton Breakefield Broenniman LLC3,549$253.4K0.02%00.0%Unchanged
World Equity Group, Inc.3,555$253.9K0.06%+18+0.5%Added
SageView Advisory Group, LLC3,558$254.0K0.02%+3,558New
Drake & Associates, LLC3,562$254.4K0.13%−112−3.0%Reduced
Wealthspan Partners, LLC3,563$254.4K0.23%+3+0.1%Added
Arbor Trust Wealth Advisors, LLC3,576$255.4K0.18%00.0%Unchanged
Gray Wealth Management Inc.3,595$256.7K0.15%+4+0.1%Added
TownSquare Capital, LLC3,598$256.9K0.01%+3,598New
Integris Wealth Management, LLC3,600$257.1K0.10%+3,600New
WealthBridge Capital Management, LLC3,604$257.4K0.11%+103+2.9%Added
ML & R Wealth Management LLC3,610$257.8K0.08%−62−1.7%Reduced
Nikulski Financial, Inc.3,620$258.5K0.12%00.0%Unchanged
Arlington Partners LLC3,625$258.9K0.04%00.0%Unchanged
Sepio Capital, LP3,635$259.6K0.02%+3,635New
Fortitude Advisory Group L.L.C.3,636$259.7K0.23%+76+2.1%Added
Schubert & Co3,646$260.4K0.24%−387−9.6%Reduced
Private Portfolio Partners LLC3,649$260.6K0.07%+190+5.5%Added
Independent Solutions Wealth Management, LLC3,652$260.8K0.08%−453−11.0%Reduced
Family Asset Management, LLC3,652$260.8K0.22%+3,652New
Davis R M Inc3,652$261.0K0.01%00.0%Unchanged
Transcend Wealth Collective, LLC3,657$261.2K0.03%+264+7.8%Added
Syntegra Private Wealth Group, LLC3,659$261.3K0.05%+3,659New
Athena Investment Management3,663$261.6K0.19%00.0%Unchanged
TD Waterhouse Canada Inc.3,593$261.6K0.00%−151−4.0%Reduced
Koss-Olinger Consulting, LLC3,667$262.0K0.04%+3,667New
Woodard & Co Asset Management Group Inc3,670$262.1K0.09%00.0%Unchanged
Nadler Financial Group, Inc.3,701$264.3K0.05%00.0%Unchanged
Empowered Funds, LLC3,709$264.9K0.02%+3,709New
King Wealth3,709$265.0K0.06%00.0%Unchanged
MidWestOne Financial Group, Inc.3,725$266.0K0.06%00.0%Unchanged
Alaethes Wealth LLC3,725$266.0K0.18%00.0%Unchanged
TruWealth Advisors, LLC3,727$266.1K0.03%−212−5.4%Reduced
Proficio Capital Partners LLC3,740$267.1K0.05%+3,740New
Frontier Asset Management, LLC3,744$267.4K0.12%+3,744New
Ardent Capital Management, Inc.3,751$267.9K0.21%+3,751New
Strategic Advisors LLC3,753$268.0K0.06%+220+6.2%Added
David Loasby3,748$268.2K0.04%00.0%Unchanged
Willis Investment Counsel3,757$268.3K0.02%+3,757New
WSFS Capital Management, LLC3,760$268.5K0.03%+3,760New