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 5 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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 4,529 | $323.4K | 0.08% | −850−15.8% | Reduced |
| Stiles Financial Services Inc | 4,536 | $323.9K | 0.19% | +468+11.5% | Added |
| Stonebridge Capital Advisors LLC | 4,541 | $324.3K | 0.04% | −54−1.2% | Reduced |
| Triton Wealth Management, PLLC | 4,691 | $324.5K | 0.20% | −207−4.2% | Reduced |
| Independence Bank of Kentucky | 4,550 | $325.0K | 0.15% | −237−5.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,550 | $325.0K | 0.01% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 4,495 | $326.0K | 0.05% | +142+3.3% | Added |
| Capital Investment Counsel, Inc | 4,580 | $327.1K | 0.08% | +200+4.6% | Added |
| Angeles Investment Advisors, LLC | 4,590 | $327.8K | 0.03% | +4,590 | New |
| Violich Capital Management, Inc. | 4,595 | $328.0K | 0.06% | −66−1.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,598 | $328.3K | 0.05% | +554+13.7% | Added |
| Wela Strategies, Inc. | 4,606 | $329.0K | 0.18% | +20.0% | Added |
| Seelaus Asset Management LLC | 4,610 | $329.0K | 0.25% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,613 | $329.0K | 0.04% | +1,295+39.0% | Added |
| Byrne Asset Management LLC | 4,614 | $329.5K | 0.24% | −600−11.5% | Reduced |
| Triad Financial Advisors, Inc. | 4,624 | $330.2K | 0.15% | −129−2.7% | Reduced |
| Platform Technology Partners | 4,628 | $330.5K | 0.17% | −127−2.7% | Reduced |
| Hodges Capital Management Inc. | 4,670 | $333.0K | 0.03% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,673 | $333.7K | 0.15% | −600−11.4% | Reduced |
| Hanson & Doremus Investment Management | 4,675 | $334.0K | 0.07% | −1,280−21.5% | Reduced |
| AMJ Financial Wealth Management | 4,678 | $334.1K | 0.20% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,690 | $334.9K | 0.04% | −22−0.5% | Reduced |
| Bank of Stockton | 4,685 | $335.0K | 0.12% | −45−1.0% | Reduced |
| Elmwood Wealth Management, Inc. | 4,693 | $335.1K | 0.17% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,701 | $335.7K | 0.27% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,704 | $335.9K | 0.06% | +210+4.7% | Added |
| Redwood Financial Network Corp | 4,704 | $335.9K | 0.38% | +15+0.3% | Added |
| Legacy Financial Advisors, Inc. | 4,710 | $336.3K | 0.07% | +4,710 | New |
| First Financial Bank - Trust Division | 4,723 | $337.0K | 0.04% | −6−0.1% | Reduced |
| Patriot Investment Management Inc. | 4,973 | $338.2K | 0.03% | −195−3.8% | Reduced |
| Wambolt & Associates, LLC | 4,739 | $338.4K | 0.13% | −391−7.6% | Reduced |
| Boston Research & Management Inc | 4,773 | $340.0K | 0.11% | +63+1.3% | Added |
| SFMG, LLC | 4,778 | $341.2K | 0.04% | +5+0.1% | Added |
| Beta Wealth Group, Inc. | 4,800 | $342.8K | 0.23% | +4,800 | New |
| Cypress Capital Group | 4,812 | $343.6K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,817 | $344.0K | 0.05% | −31−0.6% | Reduced |
| Breakwater Capital Group | 4,826 | $344.6K | 0.18% | +4,826 | New |
| BEAM Asset Management, LLC | 4,837 | $345.4K | 0.36% | +17+0.4% | Added |
| Bridges Investment Management Inc | 4,850 | $346.3K | 0.01% | −500−9.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,864 | $347.0K | 0.31% | −750−13.4% | Reduced |
| Relative Value Partners Group, LLC | 4,865 | $347.4K | 0.02% | +955+24.4% | Added |
| CMG Global Holdings, LLC | 4,880 | $348.5K | 0.33% | −50−1.0% | Reduced |
| Morris Financial Concepts, Inc. | 4,890 | $349.2K | 0.28% | −231−4.5% | Reduced |
| Avidian Wealth Solutions, LLC | 4,893 | $349.4K | 0.02% | −2,324−32.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,899 | $349.8K | 0.14% | +4,899 | New |
| Davis Investment Partners, LLC | 5,216 | $350.1K | 0.18% | +5,216 | New |
| Wealthstar Advisors, LLC | 4,913 | $350.9K | 0.16% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,921 | $351.4K | 0.01% | −577−10.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,935 | $352.4K | 0.01% | +14+0.3% | Added |
| Founders Financial Alliance, LLC | 4,951 | $353.6K | 0.16% | +157+3.3% | Added |
| Altfest L J & Co Inc | 4,960 | $354.0K | 0.06% | +408+9.0% | Added |
| Connolly Sarah T. | 5,000 | $357.1K | 0.24% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,000 | $357.1K | 0.36% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 5,018 | $358.4K | 0.03% | +11+0.2% | Added |
| WealthTrust Axiom LLC | 5,037 | $359.8K | 0.13% | −10.0% | Reduced |
| WMG Financial Advisors, LLC | 5,061 | $361.4K | 0.31% | +134+2.7% | Added |
| Hall Capital Management Co Inc | 5,076 | $362.5K | 0.22% | +150+3.0% | Added |
| SNS Financial Group, LLC | 5,082 | $362.9K | 0.05% | +39+0.8% | Added |
| Cutter & CO Brokerage, Inc. | 5,083 | $363.0K | 0.12% | −178−3.4% | Reduced |
| Domani Wealth, LLC | 5,085 | $363.0K | 0.09% | +68+1.4% | Added |
| Glassman Wealth Services | 5,090 | $363.5K | 0.07% | −9−0.2% | Reduced |
| PBMares Wealth Management LLC | 5,096 | $363.9K | 0.15% | 00.0% | Unchanged |
| Searle & Co. | 5,100 | $364.2K | 0.12% | −2,000−28.2% | Reduced |
| Childress Capital Advisors, LLC | 5,106 | $364.6K | 0.12% | +1,217+31.3% | Added |
| Fusion Capital, LLC | 5,104 | $364.7K | 0.21% | +25+0.5% | Added |
| Campion Asset Management LLC | 5,115 | $365.3K | 0.36% | −225−4.2% | Reduced |
| Hartline Investment Corp | 5,126 | $366.0K | 0.08% | +5,126 | New |
| Pacific Wealth Strategies Group, Inc. | 5,127 | $366.1K | 0.49% | +5,127 | New |
| KRS Capital Management, LLC | 5,133 | $366.5K | 0.50% | +6+0.1% | Added |
| RB Capital Management, LLC | 5,137 | $366.9K | 0.13% | +511+11.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,140 | $367.1K | 0.12% | +5,140 | New |
| Sterling Manor Financial, LLC | 5,152 | $367.9K | 0.41% | −165−3.1% | Reduced |
| Thrive Wealth Management, LLC | 5,152 | $367.9K | 0.11% | +515+11.1% | Added |
| Sargent Bickham Lagudis LLC | 5,173 | $369.4K | 0.03% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,175 | $369.5K | 0.28% | +5,175 | New |
| Marcum Wealth, LLC | 5,182 | $370.0K | 0.05% | −863−14.3% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $370.3K | 0.21% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 5,190 | $370.6K | 0.02% | +367+7.6% | Added |
| Auxano Advisors, LLC | 5,200 | $371.3K | 0.17% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 5,220 | $373.0K | 0.04% | +59+1.1% | Added |
| Inscription Capital, LLC | 5,229 | $373.4K | 0.13% | 00.0% | Unchanged |
| REDW Wealth LLC | 5,236 | $373.9K | 0.13% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,241 | $374.3K | 0.04% | +16+0.3% | Added |
| J. L. Bainbridge & Co., Inc. | 5,252 | $375.1K | 0.06% | +4+0.1% | Added |
| Donald L. Hagan, LLC | 5,262 | $375.7K | 0.24% | +10.0% | Added |
| Rosenberg Matthew Hamilton | 5,275 | $376.7K | 0.13% | +15+0.3% | Added |
| Cranbrook Wealth Management, LLC | 5,276 | $376.8K | 0.10% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 5,287 | $377.5K | 0.09% | −200−3.6% | Reduced |
| Private Capital Advisors, Inc. | 5,300 | $378.0K | 0.06% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,327 | $380.4K | 0.15% | +40+0.8% | Added |
| Courier Capital LLC | 5,329 | $380.5K | 0.04% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,350 | $382.0K | 0.09% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,639 | $383.0K | 0.02% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,380 | $384.2K | 0.05% | −233−4.2% | Reduced |
| JT Stratford LLC | 5,393 | $385.1K | 0.12% | +569+11.8% | Added |
| Beaumont Asset Management, L.L.C. | 5,394 | $385.2K | 0.28% | +62+1.2% | Added |
| Aevitas Wealth Management, Inc. | 5,398 | $385.5K | 0.23% | +17+0.3% | Added |
| Bienville Capital Management, LLC | 5,400 | $385.6K | 0.14% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,401 | $385.7K | 0.13% | +100+1.9% | Added |
| First National Bank & Trust Co of Newtown | 5,423 | $387.2K | 0.09% | 00.0% | Unchanged |