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 |
|---|---|---|---|---|---|
| DFPG Investments, LLC | 7,356 | $526.4K | 0.09% | +7,356 | New |
| Wulff, Hansen & Co. | 7,363 | $525.8K | 0.64% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 7,343 | $524.4K | 0.29% | 00.0% | Unchanged |
| Charter Trust Co | 7,315 | $522.4K | 0.04% | −100−1.3% | Reduced |
| Tradition Wealth Management, LLC | 7,279 | $520.0K | 0.07% | +15+0.2% | Added |
| Telemus Capital, LLC | 7,253 | $519.5K | 0.05% | +1,584+27.9% | Added |
| Northstar Advisory Group, LLC | 7,266 | $518.8K | 0.41% | +5+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,254 | $518.0K | 0.09% | −883−10.9% | Reduced |
| United Capital Management of KS, Inc. | 7,229 | $516.2K | 0.21% | −153−2.1% | Reduced |
| PSI Advisors, LLC | 7,199 | $514.0K | 0.27% | −2,849−28.4% | Reduced |
| Financial Architects, Inc | 7,184 | $513.0K | 0.09% | +3,238+82.1% | Added |
| Principal Street Partners, LLC | 7,180 | $512.7K | 0.13% | +176+2.5% | Added |
| Moloney Securities Asset Management, LLC | 7,175 | $512.3K | 0.11% | −49−0.7% | Reduced |
| Wagner Wealth Management, LLC | 7,174 | $512.3K | 0.32% | +1,977+38.0% | Added |
| AIA Group Ltd | 7,164 | $511.6K | 0.03% | +4,358+155.3% | Added |
| Cornercap Investment Counsel Inc | 7,155 | $510.9K | 0.09% | −2,412−25.2% | Reduced |
| Cohen Investment Advisors LLC | 7,135 | $509.5K | 0.42% | +294+4.3% | Added |
| Kennedy Investment Group | 7,113 | $508.0K | 0.32% | +7,113 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,102 | $507.1K | 0.25% | −300−4.1% | Reduced |
| Perpetual Investment Management Ltd | 7,084 | $505.9K | 0.06% | −1,300−15.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,081 | $505.7K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 7,047 | $503.2K | 0.15% | +1,016+16.8% | Added |
| Cozad Asset Management Inc | 7,042 | $502.8K | 0.07% | +168+2.4% | Added |
| Woodward Diversified Capital, LLC | 7,035 | $502.4K | 0.40% | −287−3.9% | Reduced |
| Parallel Advisors, LLC | 7,032 | $502.2K | 0.02% | −1,207−14.6% | Reduced |
| Exencial Wealth Advisors, LLC | 7,031 | $502.1K | 0.03% | +842+13.6% | Added |
| David J Yvars Group | 7,029 | $501.9K | 0.63% | +5+0.1% | Added |
| Ballew Advisors, Inc | 7,089 | $498.6K | 0.38% | +806+12.8% | Added |
| City State Bank | 6,960 | $497.0K | 0.31% | −50−0.7% | Reduced |
| 1620 Investment Advisors, Inc. | 6,942 | $495.7K | 0.60% | +517+8.0% | Added |
| Wealth Alliance Advisory Group, LLC | 6,911 | $493.5K | 0.19% | −11−0.2% | Reduced |
| Marietta Wealth Management, LLC | 6,892 | $492.2K | 0.11% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,890 | $492.0K | 0.12% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 6,885 | $491.7K | 0.20% | +6,885 | New |
| Beacon Investment Advisors LLC | 6,877 | $491.1K | 0.41% | +6,877 | New |
| Clearstead Advisors, LLC | 6,875 | $490.9K | 0.04% | −1,048−13.2% | Reduced |
| Great Lakes Advisors, LLC | 6,863 | $490.1K | 0.03% | −515−7.0% | Reduced |
| Stokes Capital Advisors, LLC | 6,849 | $489.1K | 0.17% | +6,849 | New |
| Mosaic Family Wealth Partners, LLC | 6,834 | $488.0K | 0.14% | +6,834 | New |
| Northwest Bancshares, Inc. | 6,822 | $487.2K | 0.10% | 00.0% | Unchanged |
| PFG Advisors | 6,821 | $487.1K | 0.05% | +894+15.1% | Added |
| Delta Financial Group, Inc. | 6,744 | $487.0K | 0.22% | +6,744 | New |
| Armstrong Advisory Group, Inc | 6,803 | $485.8K | 0.06% | +6,803 | New |
| Accredited Investors Inc. | 6,756 | $482.4K | 0.04% | +6,756 | New |
| Moseley Investment Management Inc | 6,738 | $481.1K | 0.34% | −245−3.5% | Reduced |
| XML Financial, LLC | 6,724 | $480.2K | 0.06% | +1,059+18.7% | Added |
| Investment Management of Virginia LLC | 6,687 | $477.5K | 0.09% | −47−0.7% | Reduced |
| Scotia Capital Inc. | 6,669 | $476.3K | 0.00% | −9,180−57.9% | Reduced |
| Van Hulzen Asset Management, LLC | 6,658 | $475.0K | 0.05% | +32+0.5% | Added |
| LVZ Advisors, Inc. | 6,649 | $474.8K | 0.07% | −44−0.7% | Reduced |
| Girard Partners Ltd. | 6,635 | $473.8K | 0.05% | +3,371+103.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,620 | $472.7K | 0.16% | +3,820+136.4% | Added |
| Novare Capital Management LLC | 6,580 | $469.8K | 0.06% | −2,870−30.4% | Reduced |
| LCNB Corp | 6,568 | $469.0K | 0.22% | −150−2.2% | Reduced |
| MKT Advisors LLC | 6,541 | $468.1K | 0.35% | −134−2.0% | Reduced |
| Haverford Trust Co | 6,541 | $467.1K | 0.01% | −5,245−44.5% | Reduced |
| Berger Financial Group, Inc | 6,535 | $466.7K | 0.06% | −629−8.8% | Reduced |
| Cross Staff Investments Inc | 6,535 | $466.7K | 0.49% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,518 | $465.5K | 0.14% | −395−5.7% | Reduced |
| Sittner & Nelson, LLC | 6,514 | $465.1K | 0.28% | +503+8.4% | Added |
| NFP Retirement, Inc. | 6,496 | $463.8K | 0.10% | +724+12.5% | Added |
| Aldebaran Financial Inc. | 6,467 | $461.8K | 0.51% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,427 | $459.0K | 0.01% | +495+8.3% | Added |
| BLB&B Advisors, LLC | 6,425 | $458.8K | 0.04% | −210−3.2% | Reduced |
| Renasant Bank | 6,424 | $458.7K | 0.35% | −534−7.7% | Reduced |
| Clear Creek Financial Management, LLC | 6,390 | $456.3K | 0.10% | +2,039+46.9% | Added |
| Thoroughbred Financial Services, LLC | 6,394 | $456.0K | 0.07% | +104+1.7% | Added |
| First International Bank & Trust | 6,351 | $454.0K | 0.15% | +146+2.4% | Added |
| Shulman DeMeo Asset Management LLC | 6,341 | $452.8K | 0.15% | −8−0.1% | Reduced |
| Hexagon Capital Partners LLC | 6,329 | $452.0K | 0.13% | −223−3.4% | Reduced |
| Summit Trail Advisors, LLC | 6,326 | $451.7K | 0.02% | −814−11.4% | Reduced |
| Quadrant Capital Group LLC | 6,308 | $450.5K | 0.05% | −264−4.0% | Reduced |
| Xcel Wealth Management, LLC | 6,277 | $448.2K | 0.18% | +350+5.9% | Added |
| Chicago Capital, LLC | 6,275 | $448.1K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 6,275 | $448.1K | 0.08% | +1,475+30.7% | Added |
| Keebeck Wealth Management, LLC | 6,243 | $445.8K | 0.08% | +63+1.0% | Added |
| Continuum Advisory, LLC | 6,240 | $445.6K | 0.08% | +472+8.2% | Added |
| BCR Wealth Strategies, LLC | 6,231 | $444.0K | 0.38% | +61+1.0% | Added |
| Marble Harbor Investment Counsel, LLC | 6,191 | $442.1K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,177 | $441.1K | 0.05% | +1,081+21.2% | Added |
| Fee-Only Financial Planning, L.C. | 6,150 | $439.2K | 0.37% | +6,150 | New |
| CX Institutional | 6,142 | $438.6K | 0.03% | +2,823+85.1% | Added |
| STAR Financial Bank | 6,142 | $438.6K | 0.44% | +6,142 | New |
| Prosperity Financial Group, Inc. | 6,124 | $437.3K | 0.47% | +6,124 | New |
| Gateway Wealth Partners, LLC | 6,094 | $435.2K | 0.07% | +6,094 | New |
| Cresset Asset Management, LLC | 12,054 | $435.1K | 0.01% | −1,303−9.8% | Reduced |
| Baker Boyer National Bank | 6,084 | $434.4K | 0.18% | +84+1.4% | Added |
| Formidable Asset Management, LLC | 6,075 | $434.0K | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,130 | $433.1K | 0.04% | +227+3.8% | Added |
| Davy Global Fund Management Ltd | 6,054 | $432.3K | 0.09% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 6,000 | $428.5K | 0.20% | 00.0% | Unchanged |
| Constitution Capital LLC | 5,994 | $428.0K | 0.26% | −1,500−20.0% | Reduced |
| Mathes Company, Inc. | 6,000 | $428.0K | 0.22% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5,958 | $425.5K | 0.13% | +1,400+30.7% | Added |
| Bremer Bank National Association | 5,957 | $425.0K | 0.08% | −1,056−15.1% | Reduced |
| KG&L Capital Management,LLC | 5,932 | $423.6K | 0.24% | +5,932 | New |
| Colonial Trust Advisors | 5,911 | $422.1K | 0.05% | −669−10.2% | Reduced |
| Acorn Financial Advisory Services Inc | 5,894 | $420.9K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 5,886 | $420.3K | 0.08% | +92+1.6% | Added |
| BOS Asset Management, LLC | 5,861 | $418.5K | 0.37% | +5,861 | New |