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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 9,781 | $698.4K | 0.08% | −625−6.0% | Reduced |
| West Family Investments, Inc. | 9,687 | $691.7K | 0.24% | −332−3.3% | Reduced |
| Simplicity Wealth,LLC | 9,657 | $689.6K | 0.61% | +23+0.2% | Added |
| Fiduciary Trust Co | 9,643 | $688.6K | 0.01% | −74−0.8% | Reduced |
| 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 |
| Burke & Herbert Bank & Trust Co | 9,532 | $681.0K | 0.51% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 9,533 | $680.7K | 0.58% | +185+2.0% | Added |
| Journey Advisory Group, LLC | 9,526 | $680.3K | 0.17% | +5,921+164.2% | Added |
| Ameritas Advisory Services, LLC | 9,524 | $680.1K | 0.03% | +1,889+24.7% | Added |
| Vestmark Advisory Solutions, Inc. | 9,521 | $679.9K | 0.03% | +1,230+14.8% | Added |
| Horizon Investments, LLC | 9,495 | $678.0K | 0.02% | −2,316−19.6% | Reduced |
| Balboa Wealth Partners | 9,474 | $676.5K | 0.30% | −726−7.1% | Reduced |
| Autumn Glory Partners, LLC | 9,470 | $676.3K | 0.36% | +4,735+100.0% | Added |
| Valley Brook Capital Group | 9,467 | $676.1K | 0.65% | +2,958+45.4% | Added |
| Benin Management CORP | 9,462 | $675.7K | 0.27% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,432 | $673.5K | 0.01% | +821+9.5% | Added |
| Vident Investment Advisory, LLC | 9,386 | $670.2K | 0.03% | +9,386 | New |
| M Holdings Securities, Inc. | 9,285 | $668.0K | 0.07% | 00.0% | Unchanged |
| Welch & Forbes LLC | 9,327 | $666.0K | 0.01% | −616−6.2% | Reduced |
| Roberts Glore & Co Inc | 9,314 | $665.1K | 0.23% | −390−4.0% | Reduced |
| Silver Oak Securities, Inc | 9,316 | $665.0K | 0.12% | −4,414−32.1% | Reduced |
| Acorn Wealth Advisors, LLC | 9,258 | $661.0K | 0.51% | +97+1.1% | Added |
| Home Federal Bank of Tennessee | 9,240 | $659.8K | 0.25% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,208 | $657.5K | 0.03% | −91,123−90.8% | Reduced |
| Brighton Jones LLC | 9,162 | $654.3K | 0.04% | −1,736−15.9% | Reduced |
| Cobblestone Capital Advisors LLC | 9,113 | $650.8K | 0.05% | +1,028+12.7% | Added |
| Eagle Strategies LLC | 9,108 | $650.4K | 0.19% | +9,108 | New |
| Wells Trecaso Financial Group, LLC | 9,055 | $646.6K | 0.32% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 9,029 | $644.8K | 0.05% | −1,082−10.7% | Reduced |
| Gilbert & Cook, Inc. | 9,018 | $644.0K | 0.12% | +155+1.7% | Added |
| WFA of San Diego, LLC | 8,960 | $639.8K | 0.49% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 8,944 | $638.7K | 0.04% | −847−8.7% | Reduced |
| Bradley Foster & Sargent Inc | 8,929 | $637.6K | 0.02% | +1,041+13.2% | Added |
| Insight Inv LLC | 8,915 | $636.6K | 0.64% | 00.0% | Unchanged |
| Cambridge Trust Co | 8,865 | $633.0K | 0.03% | +397+4.7% | Added |
| Archer Investment Corp | 8,800 | $628.4K | 0.24% | −333−3.6% | Reduced |
| Allegheny Financial Group LTD | 8,735 | $623.7K | 0.26% | +164+1.9% | Added |
| Howard Capital Management Group, LLC | 8,698 | $621.0K | 0.07% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 8,681 | $619.9K | 0.13% | −6,314−42.1% | Reduced |
| Vista Capital Partners, Inc. | 8,625 | $615.9K | 0.10% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 8,622 | $615.7K | 0.18% | −70−0.8% | Reduced |
| Evergreen Wealth Management, LLC | 8,588 | $613.3K | 0.56% | +8,588 | New |
| Montecito Bank & Trust | 8,580 | $612.0K | 0.15% | −524−5.8% | Reduced |
| RSM US Wealth Management LLC | 8,573 | $611.8K | 0.03% | +2,866+50.2% | Added |
| Nations Financial Group Inc, | 8,561 | $611.4K | 0.07% | −318−3.6% | Reduced |
| CoreCap Advisors, LLC | 8,531 | $609.3K | 0.04% | +753+9.7% | Added |
| 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 |
| Carmichael Hill & Associates, Inc. | 8,527 | $608.9K | 0.34% | −150−1.7% | Reduced |
| Asset Management Corp | 8,494 | $606.5K | 0.51% | +11+0.1% | Added |
| William Allan, LLC | 8,466 | $604.6K | 0.51% | −439−4.9% | Reduced |
| Exchange Traded Concepts, LLC | 8,448 | $603.3K | 0.02% | +185+2.2% | Added |
| Atlas Brown,Inc. | 8,413 | $600.8K | 0.30% | −2,488−22.8% | Reduced |
| Castleview Partners, LLC | 8,412 | $600.7K | 0.58% | +8,212+4,106.0% | Added |
| Mendel Money Management | 8,316 | $593.8K | 0.34% | +15+0.2% | Added |
| Edge Capital Group, LLC | 8,298 | $592.5K | 0.04% | −874−9.5% | Reduced |
| Cornerstone Wealth Group, LLC | 8,236 | $588.2K | 0.11% | +116+1.4% | Added |
| Gofen & Glossberg LLC | 8,190 | $585.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 8,186 | $584.6K | 0.02% | +57+0.7% | Added |
| Conning Inc. | 8,183 | $584.3K | 0.02% | −49−0.6% | Reduced |
| Beacon Financial Group | 8,126 | $581.0K | 0.08% | 00.0% | Unchanged |
| Mechanics Financial Corp | 8,110 | $579.0K | 0.35% | +1,484+22.4% | Added |
| Krane Funds Advisors LLC | 8,097 | $578.0K | 0.02% | −355−4.2% | Reduced |
| First National Bank of South Miami | 8,080 | $577.0K | 0.43% | 00.0% | Unchanged |
| Catalyst Wealth Management, LLC | 8,039 | $574.1K | 0.54% | +8,039 | New |
| FineMark National Bank & Trust | 8,037 | $573.9K | 0.03% | −1,058−11.6% | Reduced |
| Gables Capital Management Inc. | 8,031 | $573.5K | 0.42% | −200−2.4% | Reduced |
| Ahrens Investment Partners LLC | 8,014 | $572.3K | 0.26% | +902+12.7% | Added |
| KMG Fiduciary Partners, LLC | 7,988 | $570.4K | 0.09% | −400−4.8% | Reduced |
| Silvercrest Asset Management Group LLC | 7,981 | $569.9K | 0.00% | 00.0% | Unchanged |
| MJP Associates Inc | 7,971 | $569.2K | 0.17% | +832+11.7% | 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 |
| Baldwin Brothers Inc | 7,954 | $568.0K | 0.05% | +587+8.0% | Added |
| Richwood Investment Advisors, LLC | 7,880 | $562.7K | 0.57% | 00.0% | Unchanged |
| Essex Savings Bank | 7,864 | $561.5K | 0.20% | −1,240−13.6% | Reduced |
| Optimum Investment Advisors | 7,836 | $559.6K | 0.30% | 00.0% | Unchanged |
| W Advisors, LLC | 7,832 | $559.3K | 0.47% | −755−8.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,804 | $557.3K | 0.23% | +90+1.2% | Added |
| Trust Co of Toledo NA | 7,789 | $556.0K | 0.10% | +1,200+18.2% | Added |
| Schechter Investment Advisors, LLC | 7,779 | $555.5K | 0.05% | +343+4.6% | Added |
| CoreFirst Bank & Trust | 7,775 | $555.2K | 0.42% | 00.0% | Unchanged |
| Firestone Capital Management | 7,719 | $551.2K | 0.20% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 7,699 | $549.8K | 0.36% | +518+7.2% | Added |
| McLean Asset Management Corp | 7,698 | $549.7K | 0.19% | +16+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 7,636 | $545.3K | 0.03% | −247−3.1% | Reduced |
| Intrua Financial, LLC | 8,197 | $544.7K | 0.13% | −517−5.9% | Reduced |
| Alpha Cubed Investments, LLC | 7,577 | $541.1K | 0.04% | −707−8.5% | Reduced |
| Element Wealth, LLC | 7,571 | $540.7K | 0.44% | −175−2.3% | Reduced |
| Waterfront Wealth Inc. | 7,877 | $535.1K | 0.18% | +428+5.7% | Added |
| Peninsula Asset Management Inc | 7,490 | $535.0K | 0.33% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 7,469 | $533.4K | 0.06% | −80−1.1% | Reduced |
| Probity Advisors, Inc. | 7,462 | $532.9K | 0.12% | 00.0% | Unchanged |
| Summitry LLC | 7,450 | $532.0K | 0.04% | −1,374−15.6% | Reduced |
| Lathrop Investment Management Corp | 7,452 | $532.0K | 0.12% | +482+6.9% | Added |
| Bath Savings Trust Co | 7,427 | $530.0K | 0.07% | −200−2.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 7,409 | $529.0K | 0.01% | 00.0% | Unchanged |
| Builder Investment Group Inc | 7,392 | $527.9K | 0.25% | +7,392 | New |
| IVC Wealth Advisors LLC | 7,390 | $527.7K | 0.39% | −443−5.7% | Reduced |