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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ4 2022: 1,737 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ4 2022: $49.1B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2022.

Institutions holding SO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Fagan Associates, Inc.4,011$286.5K0.08%00.0%Unchanged
Sabal Trust CO4,003$285.9K0.02%−65−1.6%Reduced
Daymark Wealth Partners, LLC4,003$285.9K0.05%+4,003New
Doliver Advisors, LP4,000$285.6K0.09%+4,000New
Private Capital Management, LLC4,000$285.6K0.04%+4,000New
WealthPlan Investment Management, LLC4,253$285.5K0.02%+1,000+30.7%Added
American State Bank (Iowa)3,998$285.5K0.22%00.0%Unchanged
TRUE Private Wealth Advisors3,981$284.3K0.04%00.0%Unchanged
WealthPLAN Partners, LLC4,253$283.5K0.02%+4,253New
AMG National Trust Bank3,950$282.1K0.01%−2,246−36.2%Reduced
Sutton Wealth Advisors Inc.3,948$281.9K0.11%+140+3.7%Added
Live Oak Private Wealth LLC3,947$281.9K0.06%00.0%Unchanged
FLC Capital Advisors3,940$281.4K0.09%00.0%Unchanged
WMS Partners, LLC3,938$281.2K0.03%+10.0%Added
Syverson Strege & Co3,932$280.8K0.13%+36+0.9%Added
Bourne Lent Asset Management Inc3,931$280.7K0.12%00.0%Unchanged
Financial Partners Group, Inc4,170$280.0K0.06%+4,170New
S.E.E.D. Planning Group LLC3,918$279.8K0.12%+2+0.1%Added
Innovis Asset Management LLC3,912$279.4K0.13%+3,912New
Fundamentun, LLC3,902$278.7K0.05%−359−8.4%Reduced
Beck Mack & Oliver LLC3,900$278.5K0.01%00.0%Unchanged
Peak Asset Management, LLC3,900$278.5K0.07%00.0%Unchanged
New Hampshire Trust3,866$276.1K0.07%+3,866New
KC Investment Advisors, LLC3,862$276.0K0.26%+868+29.0%Added
NinePointTwo Capital3,839$274.0K0.11%+3,839New
GEM Asset Management, LLC3,830$273.5K0.23%+3,830New
Hamilton Capital, LLC3,829$273.4K0.02%+3,829New
Jmac Enterprises LLC3,824$273.1K0.08%+3+0.1%Added
Robertson Stephens Wealth Management, LLC3,815$272.5K0.03%+51+1.4%Added
YHB Investment Advisors, Inc.3,814$272.3K0.03%−400−9.5%Reduced
Meridian Investment Counsel Inc.3,802$272.0K0.11%00.0%Unchanged
Advisory Alpha, LLC3,806$271.8K0.02%−152−3.8%Reduced
Sweet Financial Partners, LLC3,806$271.8K0.08%+200+5.5%Added
Client 1st Advisory Group, LLC3,805$271.7K0.16%00.0%Unchanged
Fidelis Capital Partners, LLC3,774$269.8K0.32%+3,774New
Resurgent Financial Advisors LLC3,768$269.1K0.14%+3,768New
Wealth Advisory Solutions, LLC3,761$268.6K0.07%−1,900−33.6%Reduced
WSFS Capital Management, LLC3,760$268.5K0.03%+3,760New
Willis Investment Counsel3,757$268.3K0.02%+3,757New
David Loasby3,748$268.2K0.04%00.0%Unchanged
Strategic Advisors LLC3,753$268.0K0.06%+220+6.2%Added
Ardent Capital Management, Inc.3,751$267.9K0.21%+3,751New
Frontier Asset Management, LLC3,744$267.4K0.12%+3,744New
Proficio Capital Partners LLC3,740$267.1K0.05%+3,740New
TruWealth Advisors, LLC3,727$266.1K0.03%−212−5.4%Reduced
MidWestOne Financial Group, Inc.3,725$266.0K0.06%00.0%Unchanged
Alaethes Wealth LLC3,725$266.0K0.18%00.0%Unchanged
King Wealth3,709$265.0K0.06%00.0%Unchanged
Empowered Funds, LLC3,709$264.9K0.02%+3,709New
Nadler Financial Group, Inc.3,701$264.3K0.05%00.0%Unchanged
Woodard & Co Asset Management Group Inc3,670$262.1K0.09%00.0%Unchanged
Koss-Olinger Consulting, LLC3,667$262.0K0.04%+3,667New
TD Waterhouse Canada Inc.3,593$261.6K0.00%−151−4.0%Reduced
Athena Investment Management3,663$261.6K0.19%00.0%Unchanged
Syntegra Private Wealth Group, LLC3,659$261.3K0.05%+3,659New
Transcend Wealth Collective, LLC3,657$261.2K0.03%+264+7.8%Added
Davis R M Inc3,652$261.0K0.01%00.0%Unchanged
Independent Solutions Wealth Management, LLC3,652$260.8K0.08%−453−11.0%Reduced
Family Asset Management, LLC3,652$260.8K0.22%+3,652New
Private Portfolio Partners LLC3,649$260.6K0.07%+190+5.5%Added
Schubert & Co3,646$260.4K0.24%−387−9.6%Reduced
Fortitude Advisory Group L.L.C.3,636$259.7K0.23%+76+2.1%Added
Sepio Capital, LP3,635$259.6K0.02%+3,635New
Arlington Partners LLC3,625$258.9K0.04%00.0%Unchanged
Nikulski Financial, Inc.3,620$258.5K0.12%00.0%Unchanged
ML & R Wealth Management LLC3,610$257.8K0.08%−62−1.7%Reduced
WealthBridge Capital Management, LLC3,604$257.4K0.11%+103+2.9%Added
Integris Wealth Management, LLC3,600$257.1K0.10%+3,600New
TownSquare Capital, LLC3,598$256.9K0.01%+3,598New
Gray Wealth Management Inc.3,595$256.7K0.15%+4+0.1%Added
Arbor Trust Wealth Advisors, LLC3,576$255.4K0.18%00.0%Unchanged
Wealthspan Partners, LLC3,563$254.4K0.23%+3+0.1%Added
Drake & Associates, LLC3,562$254.4K0.13%−112−3.0%Reduced
SageView Advisory Group, LLC3,558$254.0K0.02%+3,558New
World Equity Group, Inc.3,555$253.9K0.06%+18+0.5%Added
Fulton Breakefield Broenniman LLC3,549$253.4K0.02%00.0%Unchanged
Waterford Advisors, LLC3,536$253.0K0.15%+3,536New
Semmax Financial Advisors Inc.3,598$252.0K0.10%+33+0.9%Added
Second Half Financial Partners, LLC3,715$251.4K0.16%+3,715New
Mairs & Power Inc3,500$249.9K0.00%00.0%Unchanged
St. Louis Trust Co3,500$249.9K0.05%00.0%Unchanged
Pitcairn Co3,499$249.9K0.02%+307+9.6%Added
Rooted Wealth Advisors, Inc.3,482$249.0K0.21%+3,482New
Apexium Financial, LP3,463$247.3K0.03%00.0%Unchanged
Cyndeo Wealth Partners, LLC3,453$246.6K0.03%+3,453New
Investors Asset Management of Georgia Inc3,445$246.0K0.13%00.0%Unchanged
Ironsides Asset Advisors, LLC3,430$245.0K0.11%−40−1.2%Reduced
Insight Advisors, LLC3,407$245.0K0.09%+8+0.2%Added
Acropolis Investment Management, LLC3,417$244.0K0.02%−15−0.4%Reduced
Colton Groome Financial Advisors, LLC3,417$244.0K0.12%00.0%Unchanged
RNC Capital Management LLC3,412$244.0K0.01%−576−14.4%Reduced
Milestone Advisory Partners3,408$243.4K0.18%00.0%Unchanged
Anchor Capital Advisors LLC3,400$242.8K0.01%00.0%Unchanged
DF Dent & Co Inc3,390$242.1K0.00%−34−1.0%Reduced
Fort Washington Investment Advisors Inc3,369$241.0K0.00%00.0%Unchanged
Flputnam Investment Management Co3,373$240.9K0.01%+3,373New
Colonial River Wealth Management, LLC3,367$240.4K0.15%−286−7.8%Reduced
Godsey & Gibb Associates3,353$239.4K0.05%+3,353New
OmniStar Financial Group, Inc.3,351$239.3K0.27%00.0%Unchanged
Buttonwood Financial Advisors Inc.3,337$238.3K0.20%−40−1.2%Reduced