Skip to main content

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
Lafayette Investments, Inc.0$00.00%−4,000−100.0%Sold out
QVR LLC0$00.00%−3,878−100.0%Sold out
Cypress Capital Management LLC0$00.00%−3,760−100.0%Sold out
Samalin Investment Counsel, LLC0$00.00%−3,639−100.0%Sold out
Capstone Financial Advisors, Inc.0$00.00%−3,607−100.0%Sold out
Centiva Capital, LP0$00.00%−3,586−100.0%Sold out
Annex Advisory Services, LLC0$00.00%−3,447−100.0%Sold out
Vicus Capital0$00.00%−3,401−100.0%Sold out
First Business Financial Services, Inc.0$00.00%−19,283−100.0%Sold out
Boston Trust Walden Corp0$00.00%−3,175−100.0%Sold out
Cedar Brook Financial Partners, LLC0$00.00%−3,167−100.0%Sold out
Greenwood Gearhart Inc0$00.00%−3,131−100.0%Sold out
Klingenstein Fields & Co LP0$00.00%−2,978−100.0%Sold out
Cannon Financial Strategists, Inc.0$00.00%−2,955−100.0%Sold out
PYA Waltman Capital, LLC0$00.00%−2,696−100.0%Sold out
Tevis Investment Management0$00.00%−2,338−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−2,223−100.0%Sold out
Castle Wealth Management LLC0$00.00%−1,341−100.0%Sold out
Evoke Wealth, LLC0$00.00%−1,256−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−1,097−100.0%Sold out
Cowa, LLC0$00.00%−1,065−100.0%Sold out
Axiom Investment Management LLC0$00.00%−700−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−271−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−188−100.0%Sold out
Advocacy Wealth Management Services, LLC0$00.00%−113−100.0%Sold out
Level Financial Advisors, Inc.0$00.00%−101−100.0%Sold out
Clear Perspectives Financial Planning, LLC0$00.00%−90−100.0%Sold out
Morton Brown Family Wealth, LLC0$00.00%−89−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−65−100.0%Sold out
Financial Enhancement Group LLC0$00.00%−56−100.0%Sold out
Mizuho Securities Co. Ltd.0$00.00%−51−100.0%Sold out
Hudock, Inc.0$00.00%−58−100.0%Sold out
Eaton Vance Management––––Not filed
Sadoff Investment Management LLC––––Not filed
Maryland Capital Management––––Not filed
Agf Investments Inc.––––Not filed
Roosevelt Investment Group LLC––––Not filed
Doyle Wealth Management––––Not filed
Regentatlantic Capital LLC––––Not filed
FourThought Financial, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Strategic Wealth Advisors Group, LLC––––Not filed
Corient Capital Partners, LLC––––Not filed
American Portfolios Advisors––––Not filed
HM Capital Management, LLC––––Not filed
55I, LLC––––Not filed
H. L. Ormond & Company, LLC––––Not filed
Sante Capital Fund, LP––––Not filed
Beaumont Financial Partners, LLC––––Not filed
ACG Wealth––––Not filed
Shikiar Asset Management Inc––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
NuWave Investment Management, LLC––––Not filed
Covington Capital Management––––Not filed
First Farmers & Merchants Bank / Trust––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
DRW Securities, L.L.C.––––Not filed
Spearhead Capital Advisors, LLC––––Not filed
Corsicana & Co.––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Inverness Counsel LLC––––Not filed
Cadence Bank NA––––Not filed
Siena Capital LLC––––Not filed
American Research & Management Co.––––Not filed
AGF Investments LLC––––Not filed
Strategic Asset Management, LLC––––Not filed
Spectrum Management Group, LLC––––Not filed
Monolith Advisors––––Not filed
USA Financial Portformulas Corp––––Not filed