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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 4,826 | $344.6K | 0.18% | +4,826 | New |
| TCI Wealth Advisors, Inc. | 4,817 | $344.0K | 0.05% | −31−0.6% | Reduced |
| Cypress Capital Group | 4,812 | $343.6K | 0.05% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,800 | $342.8K | 0.23% | +4,800 | New |
| SFMG, LLC | 4,778 | $341.2K | 0.04% | +5+0.1% | Added |
| Boston Research & Management Inc | 4,773 | $340.0K | 0.11% | +63+1.3% | Added |
| Wambolt & Associates, LLC | 4,739 | $338.4K | 0.13% | −391−7.6% | Reduced |
| Patriot Investment Management Inc. | 4,973 | $338.2K | 0.03% | −195−3.8% | Reduced |
| First Financial Bank - Trust Division | 4,723 | $337.0K | 0.04% | −6−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 4,710 | $336.3K | 0.07% | +4,710 | New |
| Redwood Financial Network Corp | 4,704 | $335.9K | 0.38% | +15+0.3% | Added |
| Royal Fund Management, LLC | 4,704 | $335.9K | 0.06% | +210+4.7% | Added |
| Lokken Investment Group LLC | 4,701 | $335.7K | 0.27% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,693 | $335.1K | 0.17% | 00.0% | Unchanged |
| Bank of Stockton | 4,685 | $335.0K | 0.12% | −45−1.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,690 | $334.9K | 0.04% | −22−0.5% | Reduced |
| AMJ Financial Wealth Management | 4,678 | $334.1K | 0.20% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,675 | $334.0K | 0.07% | −1,280−21.5% | Reduced |
| Chesapeake Wealth Management | 4,673 | $333.7K | 0.15% | −600−11.4% | Reduced |
| Hodges Capital Management Inc. | 4,670 | $333.0K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 4,628 | $330.5K | 0.17% | −127−2.7% | Reduced |
| Triad Financial Advisors, Inc. | 4,624 | $330.2K | 0.15% | −129−2.7% | Reduced |
| Byrne Asset Management LLC | 4,614 | $329.5K | 0.24% | −600−11.5% | Reduced |
| Wela Strategies, Inc. | 4,606 | $329.0K | 0.18% | +20.0% | Added |
| Seelaus Asset Management LLC | 4,610 | $329.0K | 0.25% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,613 | $329.0K | 0.04% | +1,295+39.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,598 | $328.3K | 0.05% | +554+13.7% | Added |
| Violich Capital Management, Inc. | 4,595 | $328.0K | 0.06% | −66−1.4% | Reduced |
| Angeles Investment Advisors, LLC | 4,590 | $327.8K | 0.03% | +4,590 | New |
| Capital Investment Counsel, Inc | 4,580 | $327.1K | 0.08% | +200+4.6% | Added |
| Boenning & Scattergood, Inc. | 4,495 | $326.0K | 0.05% | +142+3.3% | Added |
| Independence Bank of Kentucky | 4,550 | $325.0K | 0.15% | −237−5.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,550 | $325.0K | 0.01% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 4,691 | $324.5K | 0.20% | −207−4.2% | Reduced |
| Stonebridge Capital Advisors LLC | 4,541 | $324.3K | 0.04% | −54−1.2% | Reduced |
| Stiles Financial Services Inc | 4,536 | $323.9K | 0.19% | +468+11.5% | Added |
| Bedel Financial Consulting, Inc. | 4,529 | $323.4K | 0.08% | −850−15.8% | Reduced |
| Institute for Wealth Management, LLC. | 4,528 | $323.4K | 0.07% | −230−4.8% | Reduced |
| Rossmore Private Capital | 4,519 | $322.7K | 0.05% | −380−7.8% | Reduced |
| Eqis Capital Management, Inc. | 4,513 | $322.3K | 0.04% | −113−2.4% | Reduced |
| Cornerstone Advisory, LLC | 4,510 | $322.0K | 0.06% | +211+4.9% | Added |
| Ferguson Wellman Capital Management, Inc | 4,510 | $322.0K | 0.01% | +4,510 | New |
| Smith Anglin Financial, LLC | 4,499 | $321.3K | 0.06% | +7+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 4,495 | $321.0K | 0.19% | +238+5.6% | Added |
| Jacobs Levy Equity Management, Inc | 4,494 | $320.9K | 0.00% | +886+24.6% | Added |
| Evergreen Capital Management LLC | 4,470 | $319.2K | 0.02% | +206+4.8% | Added |
| Assetmark, Inc | 4,460 | $318.5K | 0.00% | +3,312+288.5% | Added |
| Jones Financial Companies LLLP | 4,458 | $318.0K | 0.00% | +306+7.4% | Added |
| Mirador Capital Partners LP | 4,453 | $318.0K | 0.08% | +292+7.0% | Added |
| Round Rock Advisors, LLC | 4,446 | $317.5K | 0.13% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,443 | $317.3K | 0.12% | +203+4.8% | Added |
| Old Mission Capital LLC | 4,443 | $317.3K | 0.01% | +4,443 | New |
| McGowan Group Asset Management, Inc. | 4,436 | $316.8K | 0.05% | +42+1.0% | Added |
| MBA Advisors LLC | 4,412 | $315.1K | 0.21% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,655 | $315.0K | 0.01% | +4,655 | New |
| Investment House LLC | 4,411 | $315.0K | 0.03% | +3+0.1% | Added |
| Hummer Financial Advisory Services Inc | 4,400 | $314.2K | 0.35% | 00.0% | Unchanged |
| Hoylecohen, LLC | 4,395 | $313.8K | 0.03% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,384 | $313.1K | 0.16% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,376 | $312.5K | 0.20% | +4,376 | New |
| Kenfarb & Co. | 4,345 | $310.2K | 0.28% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 4,323 | $309.0K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,319 | $308.4K | 0.07% | +751+21.0% | Added |
| JB Capital LLC | 4,315 | $308.1K | 0.03% | +20.0% | Added |
| Vise Technologies, Inc. | 4,303 | $307.3K | 0.10% | −714−14.2% | Reduced |
| Ascension Asset Management LLC | 4,302 | $307.2K | 0.22% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,301 | $307.1K | 0.00% | −15−0.3% | Reduced |
| Thomas Story & Son LLC | 4,300 | $307.0K | 0.16% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 4,276 | $305.3K | 0.05% | −56−1.3% | Reduced |
| Rehmann Capital Advisory Group | 4,273 | $305.2K | 0.03% | −3,649−46.1% | Reduced |
| 9258 Wealth Management, LLC | 4,258 | $304.1K | 0.07% | −119−2.7% | Reduced |
| Pinnacle Bancorp, Inc. | 4,258 | $304.0K | 0.12% | −87−2.0% | Reduced |
| Financial Management Professionals, Inc. | 4,232 | $302.0K | 0.06% | +30+0.7% | Added |
| apricus wealth, LLC | 4,225 | $301.7K | 0.27% | +300+7.6% | Added |
| Oak Family Advisors, LLC | 4,213 | $300.9K | 0.16% | 00.0% | Unchanged |
| 1st Source Bank | 4,211 | $300.7K | 0.02% | 00.0% | Unchanged |
| Summit X, LLC | 4,200 | $299.9K | 0.09% | +4,200 | New |
| Lehman & Derafelo Financial Resources LLC | 4,193 | $299.4K | 0.09% | −46−1.1% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $299.0K | 0.07% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 4,178 | $298.0K | 0.26% | +20.0% | Added |
| Graypoint LLC | 4,168 | $297.7K | 0.04% | −144−3.3% | Reduced |
| Willis Johnson & Associates, Inc. | 4,163 | $297.3K | 0.04% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,162 | $297.2K | 0.04% | 00.0% | Unchanged |
| Norwood Financial Corp | 4,158 | $296.9K | 0.47% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,149 | $296.0K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,142 | $295.8K | 0.01% | +675+19.5% | Added |
| Jefferies Financial Group Inc. | 4,136 | $295.4K | 0.01% | +4,136 | New |
| Steel Peak Wealth Management LLC | 4,132 | $295.1K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 4,102 | $293.0K | 0.02% | +475+13.1% | Added |
| Bill Few Associates, Inc. | 4,097 | $292.6K | 0.17% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,085 | $292.0K | 0.15% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,088 | $291.9K | 0.28% | −49−1.2% | Reduced |
| Providence First Trust Co | 4,087 | $291.9K | 0.17% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 4,086 | $291.8K | 0.21% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 4,077 | $291.1K | 0.04% | +4,077 | New |
| Washington Trust Co | 4,075 | $291.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,075 | $291.0K | 0.00% | +144+3.7% | Added |
| Heritage Wealth Advisors | 4,052 | $289.4K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,051 | $289.3K | 0.01% | +699+20.9% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $289.2K | 0.05% | 00.0% | Unchanged |