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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 6,863 | $490.1K | 0.03% | −515−7.0% | Reduced |
| Clearstead Advisors, LLC | 6,875 | $490.9K | 0.04% | −1,048−13.2% | Reduced |
| Beacon Investment Advisors LLC | 6,877 | $491.1K | 0.41% | +6,877 | New |
| Brady Family Wealth, LLC | 6,885 | $491.7K | 0.20% | +6,885 | New |
| Mraz, Amerine & Associates, Inc. | 6,890 | $492.0K | 0.12% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 6,892 | $492.2K | 0.11% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 6,911 | $493.5K | 0.19% | −11−0.2% | Reduced |
| 1620 Investment Advisors, Inc. | 6,942 | $495.7K | 0.60% | +517+8.0% | Added |
| City State Bank | 6,960 | $497.0K | 0.31% | −50−0.7% | Reduced |
| Ballew Advisors, Inc | 7,089 | $498.6K | 0.38% | +806+12.8% | Added |
| David J Yvars Group | 7,029 | $501.9K | 0.63% | +5+0.1% | Added |
| Exencial Wealth Advisors, LLC | 7,031 | $502.1K | 0.03% | +842+13.6% | Added |
| Parallel Advisors, LLC | 7,032 | $502.2K | 0.02% | −1,207−14.6% | Reduced |
| Woodward Diversified Capital, LLC | 7,035 | $502.4K | 0.40% | −287−3.9% | Reduced |
| Cozad Asset Management Inc | 7,042 | $502.8K | 0.07% | +168+2.4% | Added |
| Summit Asset Management, LLC | 7,047 | $503.2K | 0.15% | +1,016+16.8% | Added |
| Lowe Brockenbrough & Co Inc | 7,081 | $505.7K | 0.04% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 7,084 | $505.9K | 0.06% | −1,300−15.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,102 | $507.1K | 0.25% | −300−4.1% | Reduced |
| Kennedy Investment Group | 7,113 | $508.0K | 0.32% | +7,113 | New |
| Cohen Investment Advisors LLC | 7,135 | $509.5K | 0.42% | +294+4.3% | Added |
| Cornercap Investment Counsel Inc | 7,155 | $510.9K | 0.09% | −2,412−25.2% | Reduced |
| AIA Group Ltd | 7,164 | $511.6K | 0.03% | +4,358+155.3% | Added |
| Wagner Wealth Management, LLC | 7,174 | $512.3K | 0.32% | +1,977+38.0% | Added |
| Moloney Securities Asset Management, LLC | 7,175 | $512.3K | 0.11% | −49−0.7% | Reduced |
| Principal Street Partners, LLC | 7,180 | $512.7K | 0.13% | +176+2.5% | Added |
| Financial Architects, Inc | 7,184 | $513.0K | 0.09% | +3,238+82.1% | Added |
| PSI Advisors, LLC | 7,199 | $514.0K | 0.27% | −2,849−28.4% | Reduced |
| United Capital Management of KS, Inc. | 7,229 | $516.2K | 0.21% | −153−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,254 | $518.0K | 0.09% | −883−10.9% | Reduced |
| Northstar Advisory Group, LLC | 7,266 | $518.8K | 0.41% | +5+0.1% | Added |
| Telemus Capital, LLC | 7,253 | $519.5K | 0.05% | +1,584+27.9% | Added |
| Tradition Wealth Management, LLC | 7,279 | $520.0K | 0.07% | +15+0.2% | Added |
| Charter Trust Co | 7,315 | $522.4K | 0.04% | −100−1.3% | Reduced |
| Lumature Wealth Partners, LLC | 7,343 | $524.4K | 0.29% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 7,363 | $525.8K | 0.64% | 00.0% | Unchanged |
| DFPG Investments, LLC | 7,356 | $526.4K | 0.09% | +7,356 | New |
| IVC Wealth Advisors LLC | 7,390 | $527.7K | 0.39% | −443−5.7% | Reduced |
| Builder Investment Group Inc | 7,392 | $527.9K | 0.25% | +7,392 | New |
| Industrial Alliance Investment Management Inc. | 7,409 | $529.0K | 0.01% | 00.0% | Unchanged |
| Bath Savings Trust Co | 7,427 | $530.0K | 0.07% | −200−2.6% | Reduced |
| Lathrop Investment Management Corp | 7,452 | $532.0K | 0.12% | +482+6.9% | Added |
| Summitry LLC | 7,450 | $532.0K | 0.04% | −1,374−15.6% | Reduced |
| Probity Advisors, Inc. | 7,462 | $532.9K | 0.12% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 7,469 | $533.4K | 0.06% | −80−1.1% | Reduced |
| Peninsula Asset Management Inc | 7,490 | $535.0K | 0.33% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 7,877 | $535.1K | 0.18% | +428+5.7% | Added |
| Element Wealth, LLC | 7,571 | $540.7K | 0.44% | −175−2.3% | Reduced |
| Alpha Cubed Investments, LLC | 7,577 | $541.1K | 0.04% | −707−8.5% | Reduced |
| Intrua Financial, LLC | 8,197 | $544.7K | 0.13% | −517−5.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,636 | $545.3K | 0.03% | −247−3.1% | Reduced |
| McLean Asset Management Corp | 7,698 | $549.7K | 0.19% | +16+0.2% | Added |
| Thrive Capital Management, LLC | 7,699 | $549.8K | 0.36% | +518+7.2% | Added |
| Firestone Capital Management | 7,719 | $551.2K | 0.20% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,775 | $555.2K | 0.42% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,779 | $555.5K | 0.05% | +343+4.6% | Added |
| Trust Co of Toledo NA | 7,789 | $556.0K | 0.10% | +1,200+18.2% | Added |
| Wealth Dimensions Group, Ltd. | 7,804 | $557.3K | 0.23% | +90+1.2% | Added |
| W Advisors, LLC | 7,832 | $559.3K | 0.47% | −755−8.8% | Reduced |
| Optimum Investment Advisors | 7,836 | $559.6K | 0.30% | 00.0% | Unchanged |
| Essex Savings Bank | 7,864 | $561.5K | 0.20% | −1,240−13.6% | Reduced |
| Richwood Investment Advisors, LLC | 7,880 | $562.7K | 0.57% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,954 | $568.0K | 0.05% | +587+8.0% | Added |
| First Command Bank | 7,970 | $569.0K | 0.07% | −92−1.1% | Reduced |
| First Command Financial Services, Inc. | 7,970 | $569.0K | 0.07% | −92−1.1% | Reduced |
| MJP Associates Inc | 7,971 | $569.2K | 0.17% | +832+11.7% | Added |
| Silvercrest Asset Management Group LLC | 7,981 | $569.9K | 0.00% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 7,988 | $570.4K | 0.09% | −400−4.8% | Reduced |
| Ahrens Investment Partners LLC | 8,014 | $572.3K | 0.26% | +902+12.7% | Added |
| Gables Capital Management Inc. | 8,031 | $573.5K | 0.42% | −200−2.4% | Reduced |
| FineMark National Bank & Trust | 8,037 | $573.9K | 0.03% | −1,058−11.6% | Reduced |
| Catalyst Wealth Management, LLC | 8,039 | $574.1K | 0.54% | +8,039 | New |
| First National Bank of South Miami | 8,080 | $577.0K | 0.43% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 8,097 | $578.0K | 0.02% | −355−4.2% | Reduced |
| Mechanics Financial Corp | 8,110 | $579.0K | 0.35% | +1,484+22.4% | Added |
| Beacon Financial Group | 8,126 | $581.0K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 8,183 | $584.3K | 0.02% | −49−0.6% | Reduced |
| Country Trust Bank | 8,186 | $584.6K | 0.02% | +57+0.7% | Added |
| Gofen & Glossberg LLC | 8,190 | $585.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 8,236 | $588.2K | 0.11% | +116+1.4% | Added |
| Edge Capital Group, LLC | 8,298 | $592.5K | 0.04% | −874−9.5% | Reduced |
| Mendel Money Management | 8,316 | $593.8K | 0.34% | +15+0.2% | Added |
| Castleview Partners, LLC | 8,412 | $600.7K | 0.58% | +8,212+4,106.0% | Added |
| Atlas Brown,Inc. | 8,413 | $600.8K | 0.30% | −2,488−22.8% | Reduced |
| Exchange Traded Concepts, LLC | 8,448 | $603.3K | 0.02% | +185+2.2% | Added |
| William Allan, LLC | 8,466 | $604.6K | 0.51% | −439−4.9% | Reduced |
| Asset Management Corp | 8,494 | $606.5K | 0.51% | +11+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 8,527 | $608.9K | 0.34% | −150−1.7% | Reduced |
| CSM Advisors, LLC | 8,526 | $609.0K | 0.06% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 8,526 | $609.0K | 0.14% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,531 | $609.3K | 0.04% | +753+9.7% | Added |
| Nations Financial Group Inc, | 8,561 | $611.4K | 0.07% | −318−3.6% | Reduced |
| RSM US Wealth Management LLC | 8,573 | $611.8K | 0.03% | +2,866+50.2% | Added |
| Montecito Bank & Trust | 8,580 | $612.0K | 0.15% | −524−5.8% | Reduced |
| Evergreen Wealth Management, LLC | 8,588 | $613.3K | 0.56% | +8,588 | New |
| Jackson Hole Capital Partners, LLC | 8,622 | $615.7K | 0.18% | −70−0.8% | Reduced |
| Vista Capital Partners, Inc. | 8,625 | $615.9K | 0.10% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 8,681 | $619.9K | 0.13% | −6,314−42.1% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $621.0K | 0.07% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 8,735 | $623.7K | 0.26% | +164+1.9% | Added |