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 |
|---|---|---|---|---|---|
| Wealth Advisory Solutions, LLC | 3,761 | $268.6K | 0.07% | −1,900−33.6% | Reduced |
| Resurgent Financial Advisors LLC | 3,768 | $269.1K | 0.14% | +3,768 | New |
| Fidelis Capital Partners, LLC | 3,774 | $269.8K | 0.32% | +3,774 | New |
| Client 1st Advisory Group, LLC | 3,805 | $271.7K | 0.16% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 3,806 | $271.8K | 0.08% | +200+5.5% | Added |
| Advisory Alpha, LLC | 3,806 | $271.8K | 0.02% | −152−3.8% | Reduced |
| Meridian Investment Counsel Inc. | 3,802 | $272.0K | 0.11% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,814 | $272.3K | 0.03% | −400−9.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,815 | $272.5K | 0.03% | +51+1.4% | Added |
| Jmac Enterprises LLC | 3,824 | $273.1K | 0.08% | +3+0.1% | Added |
| Hamilton Capital, LLC | 3,829 | $273.4K | 0.02% | +3,829 | New |
| GEM Asset Management, LLC | 3,830 | $273.5K | 0.23% | +3,830 | New |
| NinePointTwo Capital | 3,839 | $274.0K | 0.11% | +3,839 | New |
| KC Investment Advisors, LLC | 3,862 | $276.0K | 0.26% | +868+29.0% | Added |
| New Hampshire Trust | 3,866 | $276.1K | 0.07% | +3,866 | New |
| Beck Mack & Oliver LLC | 3,900 | $278.5K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,900 | $278.5K | 0.07% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,902 | $278.7K | 0.05% | −359−8.4% | Reduced |
| Innovis Asset Management LLC | 3,912 | $279.4K | 0.13% | +3,912 | New |
| S.E.E.D. Planning Group LLC | 3,918 | $279.8K | 0.12% | +2+0.1% | Added |
| Financial Partners Group, Inc | 4,170 | $280.0K | 0.06% | +4,170 | New |
| Bourne Lent Asset Management Inc | 3,931 | $280.7K | 0.12% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,932 | $280.8K | 0.13% | +36+0.9% | Added |
| WMS Partners, LLC | 3,938 | $281.2K | 0.03% | +10.0% | Added |
| FLC Capital Advisors | 3,940 | $281.4K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,947 | $281.9K | 0.06% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,948 | $281.9K | 0.11% | +140+3.7% | Added |
| AMG National Trust Bank | 3,950 | $282.1K | 0.01% | −2,246−36.2% | Reduced |
| WealthPLAN Partners, LLC | 4,253 | $283.5K | 0.02% | +4,253 | New |
| TRUE Private Wealth Advisors | 3,981 | $284.3K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 3,998 | $285.5K | 0.22% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 4,253 | $285.5K | 0.02% | +1,000+30.7% | Added |
| Doliver Advisors, LP | 4,000 | $285.6K | 0.09% | +4,000 | New |
| Private Capital Management, LLC | 4,000 | $285.6K | 0.04% | +4,000 | New |
| Sabal Trust CO | 4,003 | $285.9K | 0.02% | −65−1.6% | Reduced |
| Daymark Wealth Partners, LLC | 4,003 | $285.9K | 0.05% | +4,003 | New |
| Fagan Associates, Inc. | 4,011 | $286.5K | 0.08% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,050 | $289.2K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,051 | $289.3K | 0.01% | +699+20.9% | Added |
| Heritage Wealth Advisors | 4,052 | $289.4K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 4,075 | $291.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,075 | $291.0K | 0.00% | +144+3.7% | Added |
| Charles Schwab Trust Co | 4,077 | $291.1K | 0.04% | +4,077 | New |
| AllGen Financial Advisors, Inc. | 4,086 | $291.8K | 0.21% | 00.0% | Unchanged |
| Providence First Trust Co | 4,087 | $291.9K | 0.17% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,088 | $291.9K | 0.28% | −49−1.2% | Reduced |
| Eads & Heald Wealth Management | 4,085 | $292.0K | 0.15% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 4,097 | $292.6K | 0.17% | 00.0% | Unchanged |
| Spire Wealth Management | 4,102 | $293.0K | 0.02% | +475+13.1% | Added |
| Steel Peak Wealth Management LLC | 4,132 | $295.1K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,136 | $295.4K | 0.01% | +4,136 | New |
| Ballentine Partners, LLC | 4,142 | $295.8K | 0.01% | +675+19.5% | Added |
| Thompson Investment Management, Inc. | 4,149 | $296.0K | 0.05% | 00.0% | Unchanged |
| Norwood Financial Corp | 4,158 | $296.9K | 0.47% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,162 | $297.2K | 0.04% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,163 | $297.3K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 4,168 | $297.7K | 0.04% | −144−3.3% | Reduced |
| Altus Wealth Management, LLC | 4,178 | $298.0K | 0.26% | +20.0% | Added |
| Radnor Capital Management, LLC | 4,200 | $299.0K | 0.07% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 4,193 | $299.4K | 0.09% | −46−1.1% | Reduced |
| Summit X, LLC | 4,200 | $299.9K | 0.09% | +4,200 | New |
| 1st Source Bank | 4,211 | $300.7K | 0.02% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 4,213 | $300.9K | 0.16% | 00.0% | Unchanged |
| apricus wealth, LLC | 4,225 | $301.7K | 0.27% | +300+7.6% | Added |
| Financial Management Professionals, Inc. | 4,232 | $302.0K | 0.06% | +30+0.7% | Added |
| Pinnacle Bancorp, Inc. | 4,258 | $304.0K | 0.12% | −87−2.0% | Reduced |
| 9258 Wealth Management, LLC | 4,258 | $304.1K | 0.07% | −119−2.7% | Reduced |
| Rehmann Capital Advisory Group | 4,273 | $305.2K | 0.03% | −3,649−46.1% | Reduced |
| Dean Investment Associates, LLC | 4,276 | $305.3K | 0.05% | −56−1.3% | Reduced |
| Thomas Story & Son LLC | 4,300 | $307.0K | 0.16% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,301 | $307.1K | 0.00% | −15−0.3% | Reduced |
| Ascension Asset Management LLC | 4,302 | $307.2K | 0.22% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,303 | $307.3K | 0.10% | −714−14.2% | Reduced |
| JB Capital LLC | 4,315 | $308.1K | 0.03% | +20.0% | Added |
| Aviance Capital Partners, LLC | 4,319 | $308.4K | 0.07% | +751+21.0% | Added |
| Heritage Investors Management Corp | 4,323 | $309.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,345 | $310.2K | 0.28% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,376 | $312.5K | 0.20% | +4,376 | New |
| Tranquility Partners, LLC | 4,384 | $313.1K | 0.16% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,395 | $313.8K | 0.03% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,400 | $314.2K | 0.35% | 00.0% | Unchanged |
| Investment House LLC | 4,411 | $315.0K | 0.03% | +3+0.1% | Added |
| Moneta Group Investment Advisors LLC | 4,655 | $315.0K | 0.01% | +4,655 | New |
| MBA Advisors LLC | 4,412 | $315.1K | 0.21% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,436 | $316.8K | 0.05% | +42+1.0% | Added |
| Old Mission Capital LLC | 4,443 | $317.3K | 0.01% | +4,443 | New |
| Southland Equity Partners LLC | 4,443 | $317.3K | 0.12% | +203+4.8% | Added |
| Round Rock Advisors, LLC | 4,446 | $317.5K | 0.13% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 4,453 | $318.0K | 0.08% | +292+7.0% | Added |
| Jones Financial Companies LLLP | 4,458 | $318.0K | 0.00% | +306+7.4% | Added |
| Assetmark, Inc | 4,460 | $318.5K | 0.00% | +3,312+288.5% | Added |
| Evergreen Capital Management LLC | 4,470 | $319.2K | 0.02% | +206+4.8% | Added |
| Jacobs Levy Equity Management, Inc | 4,494 | $320.9K | 0.00% | +886+24.6% | Added |
| Newbridge Financial Services Group, Inc. | 4,495 | $321.0K | 0.19% | +238+5.6% | Added |
| Smith Anglin Financial, LLC | 4,499 | $321.3K | 0.06% | +7+0.2% | Added |
| Ferguson Wellman Capital Management, Inc | 4,510 | $322.0K | 0.01% | +4,510 | New |
| Cornerstone Advisory, LLC | 4,510 | $322.0K | 0.06% | +211+4.9% | Added |
| Eqis Capital Management, Inc. | 4,513 | $322.3K | 0.04% | −113−2.4% | Reduced |
| Rossmore Private Capital | 4,519 | $322.7K | 0.05% | −380−7.8% | Reduced |
| Institute for Wealth Management, LLC. | 4,528 | $323.4K | 0.07% | −230−4.8% | Reduced |