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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 8,800 | $628.4K | 0.24% | −333−3.6% | Reduced |
| Cambridge Trust Co | 8,865 | $633.0K | 0.03% | +397+4.7% | Added |
| Insight Inv LLC | 8,915 | $636.6K | 0.64% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,929 | $637.6K | 0.02% | +1,041+13.2% | Added |
| Zeke Capital Advisors, LLC | 8,944 | $638.7K | 0.04% | −847−8.7% | Reduced |
| WFA of San Diego, LLC | 8,960 | $639.8K | 0.49% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 9,018 | $644.0K | 0.12% | +155+1.7% | Added |
| McKinley Carter Wealth Services, Inc. | 9,029 | $644.8K | 0.05% | −1,082−10.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $646.6K | 0.32% | 00.0% | Unchanged |
| Eagle Strategies LLC | 9,108 | $650.4K | 0.19% | +9,108 | New |
| Cobblestone Capital Advisors LLC | 9,113 | $650.8K | 0.05% | +1,028+12.7% | Added |
| Brighton Jones LLC | 9,162 | $654.3K | 0.04% | −1,736−15.9% | Reduced |
| Jump Financial, LLC | 9,208 | $657.5K | 0.03% | −91,123−90.8% | Reduced |
| Home Federal Bank of Tennessee | 9,240 | $659.8K | 0.25% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 9,258 | $661.0K | 0.51% | +97+1.1% | Added |
| Silver Oak Securities, Inc | 9,316 | $665.0K | 0.12% | −4,414−32.1% | Reduced |
| Roberts Glore & Co Inc | 9,314 | $665.1K | 0.23% | −390−4.0% | Reduced |
| Welch & Forbes LLC | 9,327 | $666.0K | 0.01% | −616−6.2% | Reduced |
| M Holdings Securities, Inc. | 9,285 | $668.0K | 0.07% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 9,386 | $670.2K | 0.03% | +9,386 | New |
| Equitable Holdings, Inc. | 9,432 | $673.5K | 0.01% | +821+9.5% | Added |
| Benin Management CORP | 9,462 | $675.7K | 0.27% | 00.0% | Unchanged |
| Valley Brook Capital Group | 9,467 | $676.1K | 0.65% | +2,958+45.4% | Added |
| Autumn Glory Partners, LLC | 9,470 | $676.3K | 0.36% | +4,735+100.0% | Added |
| Balboa Wealth Partners | 9,474 | $676.5K | 0.30% | −726−7.1% | Reduced |
| Horizon Investments, LLC | 9,495 | $678.0K | 0.02% | −2,316−19.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,521 | $679.9K | 0.03% | +1,230+14.8% | Added |
| Ameritas Advisory Services, LLC | 9,524 | $680.1K | 0.03% | +1,889+24.7% | Added |
| Journey Advisory Group, LLC | 9,526 | $680.3K | 0.17% | +5,921+164.2% | Added |
| Verity Asset Management, Inc. | 9,533 | $680.7K | 0.58% | +185+2.0% | Added |
| Burke & Herbert Bank & Trust Co | 9,532 | $681.0K | 0.51% | 00.0% | Unchanged |
| Wrapmanager Inc | 9,597 | $685.0K | 0.22% | +28+0.3% | Added |
| First Hawaiian Bank | 9,592 | $685.0K | 0.02% | +2,057+27.3% | Added |
| Fiduciary Trust Co | 9,643 | $688.6K | 0.01% | −74−0.8% | Reduced |
| Simplicity Wealth,LLC | 9,657 | $689.6K | 0.61% | +23+0.2% | Added |
| West Family Investments, Inc. | 9,687 | $691.7K | 0.24% | −332−3.3% | Reduced |
| NorthRock Partners, LLC | 9,781 | $698.4K | 0.08% | −625−6.0% | Reduced |
| EPG Wealth Management LLC | 9,820 | $701.2K | 0.27% | +22+0.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 9,825 | $701.6K | 0.41% | −600−5.8% | Reduced |
| Connectus Wealth, LLC | 9,825 | $702.0K | 0.02% | −216−2.2% | Reduced |
| St. Johns Investment Management Company, LLC | 9,893 | $706.5K | 0.42% | +88+0.9% | Added |
| Peak Planning Group, LLC | 9,897 | $706.7K | 0.62% | −91−0.9% | Reduced |
| Delphia (USA) Inc. | 9,897 | $706.8K | 0.82% | −2,310−18.9% | Reduced |
| Ancora Advisors, LLC | 9,918 | $708.0K | 0.02% | +19+0.2% | Added |
| Sunbelt Securities, Inc. | 9,970 | $711.9K | 0.14% | −136−1.3% | Reduced |
| Franklin Street Advisors Inc | 9,977 | $712.0K | 0.07% | +6+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 10,011 | $714.8K | 0.01% | +15+0.2% | Added |
| Beaumont Financial Advisors, LLC | 10,011 | $714.9K | 0.07% | +10,011 | New |
| Bartlett & Co. LLC | 10,011 | $715.0K | 0.01% | +15+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,014 | $715.1K | 0.11% | +10.0% | Added |
| Firethorn Wealth Partners, LLC | 10,031 | $716.3K | 0.61% | +299+3.1% | Added |
| First Dallas Securities Inc. | 10,196 | $728.0K | 0.44% | −199−1.9% | Reduced |
| Arrow Financial Corp | 10,229 | $730.0K | 0.10% | +89+0.9% | Added |
| North Star Investment Management Corp. | 10,242 | $731.4K | 0.06% | +202+2.0% | Added |
| Linscomb & Williams, Inc. | 10,247 | $731.8K | 0.04% | +1,953+23.5% | Added |
| Archford Capital Strategies, LLC | 10,300 | $735.5K | 0.17% | +466+4.7% | Added |
| Cornerstone Management, Inc. | 10,333 | $737.9K | 0.21% | +10.0% | Added |
| Successful Portfolios LLC | 10,329 | $738.0K | 0.48% | −73−0.7% | Reduced |
| Monetary Management Group Inc | 10,376 | $741.0K | 0.23% | 00.0% | Unchanged |
| Summit Financial Group Inc | 10,434 | $745.0K | 0.30% | 00.0% | Unchanged |
| Intrust Bank NA | 10,439 | $745.4K | 0.10% | −1,641−13.6% | Reduced |
| Caldwell Trust Co | 10,456 | $746.7K | 0.11% | +1,718+19.7% | Added |
| Smith Chas P & Associates Pa Cpas | 10,456 | $747.0K | 0.05% | +56+0.5% | Added |
| First National Corp | 10,478 | $748.2K | 0.18% | −561−5.1% | Reduced |
| Jeppson Wealth Management, LLC | 10,511 | $750.6K | 0.32% | +5,877+126.8% | Added |
| Valmark Advisers, Inc. | 10,511 | $750.6K | 0.02% | −130−1.2% | Reduced |
| Symphony Financial, Ltd. Co. | 10,383 | $752.9K | 0.20% | −1,138−9.9% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,580 | $755.5K | 0.18% | −384−3.5% | Reduced |
| Chesley Taft & Associates LLC | 10,688 | $763.2K | 0.05% | 00.0% | Unchanged |
| Corton Capital Inc. | 10,743 | $767.2K | 0.63% | −1,240−10.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 10,777 | $769.6K | 0.22% | −89−0.8% | Reduced |
| Versor Investments LP | 10,800 | $771.2K | 0.07% | −36,200−77.0% | Reduced |
| Valeo Financial Advisors, LLC | 10,818 | $772.5K | 0.04% | +1,296+13.6% | Added |
| Cooper Financial Group | 10,830 | $773.4K | 0.24% | −1,883−14.8% | Reduced |
| Sunburst Financial Group, LLC | 10,832 | $773.5K | 0.31% | +368+3.5% | Added |
| Live Oak Investment Partners | – | $773.7K | 0.71% | – | New |
| Boston Financial Mangement LLC | 10,865 | $775.9K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 10,872 | $776.0K | 0.03% | +44+0.4% | Added |
| Financial Advocates Investment Management | 10,870 | $776.3K | 0.06% | +1,306+13.7% | Added |
| Allred Capital Management, LLC | 10,883 | $777.2K | 0.43% | +319+3.0% | Added |
| Park National Corp | 10,969 | $783.3K | 0.03% | −1,230−10.1% | Reduced |
| Great Valley Advisor Group, Inc. | 10,986 | $784.0K | 0.04% | −1,907−14.8% | Reduced |
| NovaPoint Capital, LLC | 10,980 | $784.1K | 0.34% | +785+7.7% | Added |
| Walter & Keenan Financial Consulting Co | 10,983 | $784.3K | 0.31% | +981+9.8% | Added |
| Atlantic Union Bankshares Corp | 10,988 | $784.7K | 0.08% | −1,665−13.2% | Reduced |
| Invst, LLC | 11,602 | $785.2K | 0.12% | −782−6.3% | Reduced |
| Banque Pictet & Cie SA | 10,997 | $785.3K | 0.01% | +1,808+19.7% | Added |
| Toews Corp | 11,000 | $785.5K | 0.39% | −4,000−26.7% | Reduced |
| Eudaimonia Partners, LLC | 11,005 | $785.9K | 0.19% | −6,240−36.2% | Reduced |
| Silverlake Wealth Management LLC | 11,042 | $788.5K | 0.49% | +50.0% | Added |
| Capital Asset Advisory Services LLC | 10,604 | $791.4K | 0.06% | −1,846−14.8% | Reduced |
| Excalibur Management Corp | 11,084 | $791.5K | 0.41% | −53−0.5% | Reduced |
| Center For Asset Management LLC | 11,087 | $791.7K | 0.74% | +196+1.8% | Added |
| Centre Asset Management, LLC | 11,095 | $792.0K | 0.21% | −427−3.7% | Reduced |
| Ritholtz Wealth Management | 11,148 | $796.1K | 0.04% | −9,017−44.7% | Reduced |
| Farmers Trust Co | 11,173 | $798.0K | 0.18% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 11,208 | $800.3K | 0.39% | +89+0.8% | Added |
| Accurate Wealth Management, LLC | 11,327 | $805.5K | 0.30% | +3,525+45.2% | Added |
| Viawealth, LLC | 11,319 | $809.3K | 0.67% | +11,319 | New |
| Change Path, LLC | 11,352 | $811.0K | 0.04% | +1,695+17.6% | Added |