Skip to main content
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
Forbes Financial Planning, Inc.3,498$237.9K0.35%00.0%Unchanged
Transform Wealth, LLC3,300$235.7K0.03%+3,300New
Campbell Wealth Management3,290$235.0K0.03%+35+1.1%Added
Howe & Rusling Inc3,285$234.6K0.03%+607+22.7%Added
WealthTrust Asset Management, LLC3,285$234.6K0.23%+6+0.2%Added
Zullo Investment Group, Inc.3,284$234.5K0.14%−27−0.8%Reduced
Phillips Wealth Planners LLC3,493$234.5K0.41%+3,493New
Meridian Financial, LLC3,281$234.4K0.25%00.0%Unchanged
LMG Wealth Partners, LLC3,338$233.8K0.08%+3,338New
Comprehensive Financial Consultants Institutional, Inc.3,315$233.2K0.14%+3,315New
Boyar Asset Management Inc.3,265$233.2K0.19%00.0%Unchanged
Tufton Capital Management3,257$232.6K0.05%+125+4.0%Added
Two Sigma Securities, LLC3,256$232.5K0.03%−19,947−86.0%Reduced
Wealth Management Associates, Inc.3,250$232.1K0.15%−500−13.3%Reduced
First Interstate Bank3,252$232.0K0.02%00.0%Unchanged
Gamble Jones Investment Counsel3,248$232.0K0.02%00.0%Unchanged
Bangor Savings Bank3,225$231.0K0.03%00.0%Unchanged
Anson Capital, Inc.3,235$231.0K0.31%+3,235New
North Star Asset Management Inc3,227$230.4K0.01%+100+3.2%Added
West Paces Advisors Inc.3,210$229.2K0.07%−163−4.8%Reduced
Retirement Income Solutions, Inc3,194$228.1K0.07%+3,194New
CAPROCK Group, Inc.3,189$227.7K0.02%+3,189New
Resource Planning Group3,186$227.5K0.18%−1,194−27.3%Reduced
Total Clarity Wealth Management, Inc.3,181$227.2K0.12%+3,181New
Biltmore Wealth Management, LLC3,171$226.5K0.10%+2+0.1%Added
Quadrature Capital Ltd3,171$226.4K0.01%−153,764−98.0%Reduced
Carmel Capital Partners, LLC3,162$225.8K0.16%00.0%Unchanged
Bank of Nova Scotia Trust Co3,160$225.7K0.02%−46−1.4%Reduced
Sonora Investment Management Group, LLC3,160$225.6K0.02%−93−2.9%Reduced
Wedgewood Investors Inc3,150$224.9K0.30%00.0%Unchanged
Octavia Wealth Advisors, LLC3,150$224.9K0.06%+68+2.2%Added
Coho Partners, Ltd.3,139$224.0K0.00%00.0%Unchanged
Summit Wealth Partners, LLC3,120$222.8K0.06%00.0%Unchanged
MCF Advisors LLC3,115$222.4K0.02%−642−17.1%Reduced
Charles Carroll Financial Partners, LLC3,100$221.4K0.34%−1,700−35.4%Reduced
Hemenway Trust Co LLC3,100$221.4K0.02%00.0%Unchanged
Ipsen Advisor Group LLC3,097$221.2K0.25%+3,097New
Financial Engines Advisors L.L.C.3,095$221.1K0.00%+3,095New
JJJ Advisors Inc.3,123$219.7K0.06%00.0%Unchanged
Calton & Associates, Inc.3,061$218.6K0.08%+3,061New
Motco3,059$218.4K0.02%+254+9.1%Added
Patton Fund Management, Inc.3,038$217.0K0.06%+3,038New
Brown Financial Advisory3,038$216.9K0.22%−1,576−34.2%Reduced
Axxcess Wealth Management, LLC3,023$215.9K0.02%−12−0.4%Reduced
VeraBank, N.A.3,012$215.1K0.11%00.0%Unchanged
AlphaMark Advisors, LLC3,012$215.0K0.11%+166+5.8%Added
NBW Capital LLC3,010$214.9K0.05%+3,010New
Field & Main Bank3,010$214.9K0.14%+175+6.2%Added
Cedar Mountain Advisors, LLC3,001$214.3K0.07%+13+0.4%Added
Madrona Financial Services, LLC3,000$214.2K0.12%00.0%Unchanged
Asset Management Advisors, LLC3,000$214.2K0.21%00.0%Unchanged
Aspen Grove Capital, LLC2,997$214.0K0.10%+2,997New
Weybosset Research & Management LLC3,000$214.0K0.08%00.0%Unchanged
Secure Asset Management, LLC2,995$213.9K0.08%−106−3.4%Reduced
Enterprise Financial Services Corp2,994$213.8K0.15%−23−0.8%Reduced
Joel Isaacson & Co., LLC2,979$212.7K0.02%−1,259−29.7%Reduced
First Manhattan Co2,973$212.4K0.00%+478+19.2%Added
Satovsky Asset Management LLC2,969$212.0K0.09%+30+1.0%Added
Voya Financial Advisors, Inc.2,937$212.0K0.03%+2,937New
Ci Investments Inc.2,973$212.0K0.00%+1,560+110.4%Added
Alpha Omega Wealth Management LLC2,960$211.4K0.04%00.0%Unchanged
Community Bank, N.A.2,957$211.1K0.03%+173+6.2%Added
3Chopt Investment Partners, LLC2,951$210.7K0.12%+2,951New
CRA Financial Services, LLC2,950$210.7K0.07%−217−6.9%Reduced
Patriot Financial Group Insurance Agency, LLC2,949$210.6K0.05%+4+0.1%Added
LexAurum Advisors, LLC2,947$210.4K0.08%+2+0.1%Added
Forefront Wealth Management Inc.2,944$210.3K0.28%+3+0.1%Added
Abacus Planning Group, Inc.2,944$210.2K0.06%+2,944New
Whittier Trust Co2,935$209.6K0.00%−25−0.8%Reduced
Congress Wealth Management LLC2,933$209.4K0.01%+2,933New
Maven Securities LTD2,932$209.4K0.04%−6,862−70.1%Reduced
Aveo Capital Partners, LLC2,927$209.0K0.03%+2,927New
Harvey Investment Co LLC2,926$209.0K0.03%+2,926New
Chickasaw Capital Management LLC2,932$209.0K0.01%+2,932New
Univest Financial Corp2,926$208.9K0.07%+2,926New
High Falls Advisors, Inc2,919$208.5K0.06%−1,597−35.4%Reduced
LMCG Investments, LLC2,902$207.2K0.01%+2,902New
Delta Capital Management LLC2,900$207.0K0.15%+2,900New
Wilkins Investment Counsel Inc2,900$207.0K0.05%+2,900New
Regent Investment Management LLC2,900$207.0K0.06%+2,900New
Beaird Harris Wealth Management, LLC2,893$206.6K0.04%00.0%Unchanged
Verus Capital Partners, LLC2,887$206.1K0.04%+2,887New
Guyasuta Investment Advisors Inc2,865$204.6K0.02%+2,865New
Parkside Advisors LLC2,864$204.5K0.07%+2,864New
Seeyond2,863$204.4K0.02%−14,581−83.6%Reduced
Selective Wealth Management, Inc.3,021$202.8K0.11%−9,148−75.2%Reduced
FSA Wealth Management LLC2,837$202.6K0.12%+2,837New
Paces Ferry Wealth Advisors, LLC2,836$202.5K0.20%−5,627−66.5%Reduced
WealthShield Partners, LLC2,834$202.4K0.04%+2,834New
Ellis Investment Partners, LLC2,820$201.4K0.05%+21+0.8%Added
Insigneo Advisory Services, LLC2,819$201.0K0.08%+2,819New
Baystate Wealth Management LLC2,770$198.0K0.02%+928+50.4%Added
Horan Securities, Inc.2,758$196.9K0.11%+119+4.5%Added
Gryphon Financial Partners LLC2,617$186.9K0.05%+2,617New
Westside Investment Management, Inc.2,510$179.0K0.00%00.0%Unchanged
Colonial Trust Co2,478$177.0K0.05%+100+4.2%Added
Tompkins Financial Corp2,455$176.0K0.03%00.0%Unchanged
Essex Investment Management Co LLC2,400$171.0K0.03%00.0%Unchanged
Dividend Assets Capital, LLC2,385$170.0K0.04%00.0%Unchanged
Stephens Consulting, LLC2,379$169.9K0.11%00.0%Unchanged