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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 5,860 | $418.5K | 0.04% | −2,126−26.6% | Reduced |
| Ausdal Financial Partners, Inc. | 5,850 | $417.8K | 0.06% | +1,137+24.1% | Added |
| Abound Wealth Management | 5,849 | $417.7K | 0.20% | +34+0.6% | Added |
| Financial Advisory Service, Inc. | 5,846 | $417.5K | 0.05% | +48+0.8% | Added |
| Kingfisher Capital LLC | 5,834 | $417.0K | 0.11% | −182−3.0% | Reduced |
| Sound Income Strategies, LLC | 5,809 | $414.8K | 0.05% | +4,122+244.3% | Added |
| Gratus Capital LLC | 5,806 | $414.6K | 0.03% | +5+0.1% | Added |
| Forum Financial Management, LP | 5,803 | $414.4K | 0.01% | +1,479+34.2% | Added |
| Sherbrooke Park Advisers LLC | 5,800 | $414.2K | 0.30% | +5,800 | New |
| Diligent Investors, LLC | 5,743 | $410.1K | 0.13% | +5,743 | New |
| Sentry Investment Management LLC | 5,744 | $410.0K | 0.18% | −1,416−19.8% | Reduced |
| Kowal Investment Group, LLC | 5,736 | $409.6K | 0.12% | +147+2.6% | Added |
| Salomon & Ludwin, LLC | 5,726 | $408.9K | 0.05% | +5,726 | New |
| Patten Group, Inc. | 5,721 | $408.5K | 0.13% | +540+10.4% | Added |
| Carroll Investors, Inc | 5,692 | $407.3K | 0.43% | −1,000−14.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,694 | $406.6K | 0.20% | +5,694 | New |
| Appleton Partners Inc | 5,687 | $406.0K | 0.04% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 5,675 | $405.3K | 0.28% | +5,675 | New |
| Duncker Streett & Co Inc | 5,650 | $403.4K | 0.10% | 00.0% | Unchanged |
| Goodwin Daniel L | 5,645 | $403.1K | 0.20% | +195+3.6% | Added |
| Klingman & Associates, LLC | 5,644 | $403.0K | 0.04% | +180+3.3% | Added |
| Kapstone Financial Advisors LLC | 5,870 | $402.8K | 0.37% | +5,870 | New |
| O'Rourke & Company, Inc | 5,607 | $400.0K | 0.32% | +923+19.7% | Added |
| Wedmont Private Capital | 5,564 | $398.6K | 0.06% | −489−8.1% | Reduced |
| Schmidt P J Investment Management Inc | 5,555 | $396.7K | 0.09% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 5,550 | $396.3K | 0.07% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 5,850 | $395.9K | 0.05% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,510 | $393.5K | 0.12% | +1,428+35.0% | Added |
| Keystone Financial Planning, Inc. | 5,508 | $393.3K | 0.13% | 00.0% | Unchanged |
| Arden Trust Co | 5,505 | $393.1K | 0.08% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,796 | $392.6K | 0.02% | +1,061+22.4% | Added |
| O'Brien Greene & Co. Inc | 5,488 | $392.0K | 0.15% | −11,189−67.1% | Reduced |
| Red Wave Investments LLC | 5,473 | $390.8K | 0.16% | −4,246−43.7% | Reduced |
| Sandbox Financial Partners, LLC | 5,455 | $389.6K | 0.27% | +10.0% | Added |
| American Financial Advisors, LLC | 5,447 | $389.0K | 0.07% | +824+17.8% | Added |
| Rodgers Brothers Inc. | 5,443 | $388.7K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,427 | $387.6K | 0.11% | −264−4.6% | Reduced |
| First National Bank & Trust Co of Newtown | 5,423 | $387.2K | 0.09% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,401 | $385.7K | 0.13% | +100+1.9% | Added |
| Bienville Capital Management, LLC | 5,400 | $385.6K | 0.14% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 5,398 | $385.5K | 0.23% | +17+0.3% | Added |
| Beaumont Asset Management, L.L.C. | 5,394 | $385.2K | 0.28% | +62+1.2% | Added |
| JT Stratford LLC | 5,393 | $385.1K | 0.12% | +569+11.8% | Added |
| Zhang Financial LLC | 5,380 | $384.2K | 0.05% | −233−4.2% | Reduced |
| Waldron Private Wealth LLC | 5,639 | $383.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,350 | $382.0K | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 5,329 | $380.5K | 0.04% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,327 | $380.4K | 0.15% | +40+0.8% | Added |
| Private Capital Advisors, Inc. | 5,300 | $378.0K | 0.06% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 5,287 | $377.5K | 0.09% | −200−3.6% | Reduced |
| Cranbrook Wealth Management, LLC | 5,276 | $376.8K | 0.10% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,275 | $376.7K | 0.13% | +15+0.3% | Added |
| Donald L. Hagan, LLC | 5,262 | $375.7K | 0.24% | +10.0% | Added |
| J. L. Bainbridge & Co., Inc. | 5,252 | $375.1K | 0.06% | +4+0.1% | Added |
| AlphaStar Capital Management, LLC | 5,241 | $374.3K | 0.04% | +16+0.3% | Added |
| REDW Wealth LLC | 5,236 | $373.9K | 0.13% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,229 | $373.4K | 0.13% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 5,220 | $373.0K | 0.04% | +59+1.1% | Added |
| Auxano Advisors, LLC | 5,200 | $371.3K | 0.17% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 5,190 | $370.6K | 0.02% | +367+7.6% | Added |
| Eastover Investment Advisors LLC | 5,185 | $370.3K | 0.21% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,182 | $370.0K | 0.05% | −863−14.3% | Reduced |
| Altus Wealth Group LLC | 5,175 | $369.5K | 0.28% | +5,175 | New |
| Sargent Bickham Lagudis LLC | 5,173 | $369.4K | 0.03% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,152 | $367.9K | 0.11% | +515+11.1% | Added |
| Sterling Manor Financial, LLC | 5,152 | $367.9K | 0.41% | −165−3.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,140 | $367.1K | 0.12% | +5,140 | New |
| RB Capital Management, LLC | 5,137 | $366.9K | 0.13% | +511+11.0% | Added |
| KRS Capital Management, LLC | 5,133 | $366.5K | 0.50% | +6+0.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 5,127 | $366.1K | 0.49% | +5,127 | New |
| Hartline Investment Corp | 5,126 | $366.0K | 0.08% | +5,126 | New |
| Campion Asset Management LLC | 5,115 | $365.3K | 0.36% | −225−4.2% | Reduced |
| Fusion Capital, LLC | 5,104 | $364.7K | 0.21% | +25+0.5% | Added |
| Childress Capital Advisors, LLC | 5,106 | $364.6K | 0.12% | +1,217+31.3% | Added |
| Searle & Co. | 5,100 | $364.2K | 0.12% | −2,000−28.2% | Reduced |
| PBMares Wealth Management LLC | 5,096 | $363.9K | 0.15% | 00.0% | Unchanged |
| Glassman Wealth Services | 5,090 | $363.5K | 0.07% | −9−0.2% | Reduced |
| Domani Wealth, LLC | 5,085 | $363.0K | 0.09% | +68+1.4% | Added |
| Cutter & CO Brokerage, Inc. | 5,083 | $363.0K | 0.12% | −178−3.4% | Reduced |
| SNS Financial Group, LLC | 5,082 | $362.9K | 0.05% | +39+0.8% | Added |
| Hall Capital Management Co Inc | 5,076 | $362.5K | 0.22% | +150+3.0% | Added |
| WMG Financial Advisors, LLC | 5,061 | $361.4K | 0.31% | +134+2.7% | Added |
| WealthTrust Axiom LLC | 5,037 | $359.8K | 0.13% | −10.0% | Reduced |
| Sigma Investment Counselors Inc | 5,018 | $358.4K | 0.03% | +11+0.2% | 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 |
| Altfest L J & Co Inc | 4,960 | $354.0K | 0.06% | +408+9.0% | Added |
| Founders Financial Alliance, LLC | 4,951 | $353.6K | 0.16% | +157+3.3% | Added |
| Williams Jones Wealth Management, LLC. | 4,935 | $352.4K | 0.01% | +14+0.3% | Added |
| Modera Wealth Management, LLC | 4,921 | $351.4K | 0.01% | −577−10.5% | Reduced |
| Wealthstar Advisors, LLC | 4,913 | $350.9K | 0.16% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,216 | $350.1K | 0.18% | +5,216 | New |
| Oak Hill Wealth Advisors, LLC | 4,899 | $349.8K | 0.14% | +4,899 | New |
| Avidian Wealth Solutions, LLC | 4,893 | $349.4K | 0.02% | −2,324−32.2% | Reduced |
| Morris Financial Concepts, Inc. | 4,890 | $349.2K | 0.28% | −231−4.5% | Reduced |
| CMG Global Holdings, LLC | 4,880 | $348.5K | 0.33% | −50−1.0% | Reduced |
| Relative Value Partners Group, LLC | 4,865 | $347.4K | 0.02% | +955+24.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,864 | $347.0K | 0.31% | −750−13.4% | Reduced |
| Bridges Investment Management Inc | 4,850 | $346.3K | 0.01% | −500−9.3% | Reduced |
| BEAM Asset Management, LLC | 4,837 | $345.4K | 0.36% | +17+0.4% | Added |