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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 110 | $7.86K | 0.01% | +110 | New |
| Guardian Wealth Management, Inc. | 108 | $7.72K | 0.01% | +1+0.9% | Added |
| Sierra Capital LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 88 | $6.28K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 85 | $6.07K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 82 | $5.86K | 0.00% | +82 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $5.38K | 0.00% | +1+1.4% | Added |
| PFG Private Wealth Management, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 70 | $5.00K | 0.00% | −130−65.0% | Reduced |
| Barrett & Company, Inc. | 66 | $4.71K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 62 | $4.00K | 0.00% | −112−64.4% | Reduced |
| Lakewood Asset Management LLC | 50 | $4.00K | 0.00% | +50 | New |
| PayPay Securities Corp | 52 | $3.71K | 0.25% | +52 | New |
| Gs Investments, Inc. | 51 | $3.64K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $3.57K | 0.00% | +50 | New |
| DB Wealth Management Group, LLC | 50 | $3.57K | 0.00% | +50 | New |
| Atlas Capital Advisors LLC | 47 | $3.36K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 42 | $3.03K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $3.00K | 0.03% | −1,990−98.0% | Reduced |
| Key Financial Inc | 43 | $2.92K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 40 | $2.86K | 0.00% | +18+81.8% | Added |
| Disciplined Investments, LLC | 39 | $2.79K | 0.00% | −438−91.8% | Reduced |
| Hollencrest Capital Management | 30 | $2.14K | 0.00% | +30 | New |
| Alaska Permanent Fund Corp | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 23 | $1.64K | 0.00% | +6+35.3% | Added |
| SJS Investment Consulting Inc. | 23 | $1.64K | 0.00% | +12+109.1% | Added |
| Trifecta Capital Advisors, LLC | 23 | $1.64K | 0.00% | +23 | New |
| Financial Avengers, Inc. | 20 | $1.43K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 71 | $1.06K | 0.01% | +71 | New |
| Financial Synergies Wealth Advisors, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $857 | 0.00% | +12 | New |
| HBC Financial Services, PLLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 81 | $0 | 0.00% | +81 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,981,230−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −571,700−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −537,568−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −462,077−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −420,560−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −323,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −126,270−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −118,586−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −109,731−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −99,247−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −93,450−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −76,205−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −71,907−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −65,523−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −64,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −56,187−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −52,446−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −41,059−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −32,363−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −30,103−100.0% | Sold out |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −28,569−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −25,223−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −25,223−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −22,948−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,938−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −20,155−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,253−100.0% | Sold out |
| WT Wealth Management | 0 | $0 | 0.00% | −17,156−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −16,608−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −16,090−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,046−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,724−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −15,587−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −14,393−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −12,228−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12,243−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −10,940−100.0% | Sold out |
| Trinity Financial Advisors LLC | 0 | $0 | 0.00% | −10,793−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −10,437−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,975−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,665−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −8,867−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −8,474−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,340−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −8,105−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,640−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −6,474−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −6,434−100.0% | Sold out |
| Greylin Investment Mangement Inc | 0 | $0 | 0.00% | −6,175−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −6,022−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −5,695−100.0% | Sold out |
| Taylor Hoffman Wealth Management | 0 | $0 | 0.00% | −5,492−100.0% | Sold out |
| Sawyer & Company, Inc | 0 | $0 | 0.00% | −5,318−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −4,733−100.0% | Sold out |
| Prio Wealth Limited Partnership | 0 | $0 | 0.00% | −4,424−100.0% | Sold out |
| Altman Advisors, Inc. | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,316−100.0% | Sold out |
| Townsend Asset Management Corp | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Lockerman Financial Group, Inc. | 0 | $0 | 0.00% | −4,086−100.0% | Sold out |
| Godshalk Welsh Capital Management, Inc. | 0 | $0 | 0.00% | −4,035−100.0% | Sold out |