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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 985 | $53.0K | 0.01% | +133+15.6% | Added |
| Missouri Trust & Investment Co | 735 | $52.0K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 718 | $51.3K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $50.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $50.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 694 | $49.6K | 0.02% | −49−6.6% | Reduced |
| Altshuler Shaham Ltd | 681 | $48.6K | 0.00% | −41−5.7% | Reduced |
| AXS Investments LLC | 675 | $48.2K | 0.02% | +675 | New |
| Loomis Sayles & Co L P | 677 | $48.0K | 0.00% | +654+2,843.5% | Added |
| Western Pacific Wealth Management, LP | 669 | $47.8K | 0.04% | 00.0% | Unchanged |
| EWG Elevate Inc. | 668 | $47.7K | 0.02% | +668 | New |
| Global Trust Asset Management, LLC | 663 | $47.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 650 | $46.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $45.7K | 0.04% | 00.0% | Unchanged |
| Natixis | 638 | $45.6K | 0.00% | −187,641−99.7% | Reduced |
| SOA Wealth Advisors, LLC. | 624 | $44.6K | 0.01% | −71−10.2% | Reduced |
| Leonteq Securities AG | 624 | $44.6K | 0.00% | −1−0.2% | Reduced |
| First Personal Financial Services | 602 | $43.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 599 | $42.8K | 0.03% | −137−18.6% | Reduced |
| Webster Bank, N. A. | 596 | $42.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 588 | $42.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 588 | $42.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 580 | $41.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 575 | $41.0K | 0.00% | −182−24.0% | Reduced |
| Fiduciary Alliance LLC | 557 | $39.8K | 0.01% | +557 | New |
| Halpern Financial, Inc. | 550 | $39.3K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 542 | $38.7K | 0.01% | −518−48.9% | Reduced |
| Moser Wealth Advisors, LLC | 537 | $38.3K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 534 | $38.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 530 | $37.8K | 0.02% | +530 | New |
| My Personal CFO, LLC | 528 | $37.7K | 0.04% | +528 | New |
| Bourgeon Capital Management LLC | 511 | $36.5K | 0.01% | +336+192.0% | Added |
| Perritt Capital Management Inc | 511 | $36.5K | 0.02% | +511 | New |
| Baker Avenue Asset Management, LP | 511 | $36.5K | 0.00% | +511 | New |
| Tanglewood Legacy Advisors, LLC | 508 | $36.3K | 0.03% | +508 | New |
| Carolina Wealth Advisors, LLC | 502 | $36.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 500 | $36.0K | 0.02% | +200+66.7% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $35.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 484 | $35.0K | 0.03% | −5−1.0% | Reduced |
| Tortoise Investment Management, LLC | 490 | $35.0K | 0.01% | −210−30.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 477 | $34.1K | 0.04% | +477 | New |
| CarsonAllaria Wealth Management, Ltd. | 469 | $34.0K | 0.03% | +1+0.2% | Added |
| VitalStone Financial, LLC | 474 | $34.0K | 0.02% | +474 | New |
| Fairfield Financial Advisors, LTD | 456 | $32.5K | 0.01% | +5+1.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 454 | $32.4K | 0.01% | +30+7.1% | Added |
| BDO Wealth Advisors, LLC | 450 | $32.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 437 | $31.2K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 431 | $30.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 421 | $30.1K | 0.01% | +236+127.6% | Added |
| Horizon Bancorp Inc | 425 | $30.0K | 0.02% | +425 | New |
| Logan Capital Management Inc | 420 | $30.0K | 0.00% | −280−40.0% | Reduced |
| MB, Levis & Associates, LLC | 412 | $29.4K | 0.02% | +412 | New |
| Johnson Financial Group, Inc. | 409 | $29.2K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 403 | $29.1K | 0.01% | +1+0.2% | Added |
| First Community Trust NA | 400 | $29.0K | 0.03% | 00.0% | Unchanged |
| Norway Savings Bank | 405 | $28.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 400 | $28.6K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 401 | $27.3K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 358 | $26.0K | 0.10% | +4+1.1% | Added |
| Operose Advisors LLC | 364 | $26.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 360 | $25.7K | 0.00% | +20+5.9% | Added |
| Crewe Advisors LLC | 335 | $23.9K | 0.00% | −283−45.8% | Reduced |
| Cedar Wealth Management, LLC | 334 | $23.9K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 307 | $21.9K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 300 | $21.4K | 0.00% | −550−64.7% | Reduced |
| Evermay Wealth Management LLC | 300 | $21.4K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 184 | $21.0K | 0.01% | +104+130.0% | Added |
| Pin Oak Investment Advisors Inc | 300 | $21.0K | 0.03% | +300 | New |
| Spartan Planning & Wealth Management | 286 | $20.4K | 0.03% | −429−60.0% | Reduced |
| One Wealth Advisors, LLC | 285 | $20.4K | 0.00% | +285 | New |
| Annapolis Financial Services, LLC | 280 | $20.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 278 | $19.8K | 0.01% | +3+1.1% | Added |
| Financial Perspectives, Inc | 256 | $18.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $17.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 250 | $17.9K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 250 | $17.9K | 0.01% | +250 | New |
| Central Bank & Trust Co | 250 | $17.9K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 246 | $17.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 245 | $17.5K | 0.01% | −22−8.2% | Reduced |
| Wolff Wiese Magana LLC | 237 | $16.9K | 0.01% | +5+2.2% | Added |
| Global Financial Private Client, LLC | 233 | $16.6K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 220 | $16.0K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 215 | $15.4K | 0.01% | +215 | New |
| Emfo, LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 201 | $14.0K | 0.01% | +2+1.0% | Added |
| TSFG, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 190 | $13.6K | 0.01% | +190 | New |
| Tilia Fiduciary Partners, Inc. | 175 | $12.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 174 | $12.4K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 169 | $12.1K | 0.00% | +169 | New |
| Pflug Koory, LLC | 165 | $12.0K | 0.01% | −783−82.6% | Reduced |
| New England Capital Financial Advisors LLC | 179 | $12.0K | 0.01% | +179 | New |
| Financial Freedom, LLC | 156 | $11.2K | 0.01% | +156 | New |
| Paragon Wealth Strategies, LLC | 140 | $10.0K | 0.01% | +140 | New |
| Cutler Group LP | 143 | $10.0K | 0.00% | −2,271−94.1% | Reduced |
| Stephenson National Bank & Trust | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 137 | $10.0K | 0.01% | +2+1.5% | Added |
| Laffer Tengler Investments | 127 | $9.07K | 0.00% | +127 | New |
| TD Ameritrade Investment Management, LLC | 131 | $9.00K | 0.00% | −15−10.3% | Reduced |