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 5 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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 184,737 | $13.2M | 0.07% | +558+0.3% | Added |
| Aptus Capital Advisors, LLC | 183,216 | $13.1M | 0.43% | +129,213+239.3% | Added |
| DekaBank Deutsche Girozentrale | 178,390 | $12.9M | 0.03% | −9,674−5.1% | Reduced |
| Cetera Investment Advisers | 178,492 | $12.7M | 0.12% | +70,235+64.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 177,803 | $12.7M | 0.03% | +30,621+20.8% | Added |
| C2C Wealth Management, LLC | 189,586 | $12.7M | 2.19% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 176,160 | $12.6M | 0.04% | −140,651−44.4% | Reduced |
| ProShare Advisors LLC | 171,163 | $12.2M | 0.04% | +18,854+12.4% | Added |
| Cetera Advisor Networks LLC | 170,752 | $12.2M | 0.10% | +47,806+38.9% | Added |
| Northwestern Mutual Wealth Management Co | 170,140 | $12.1M | 0.02% | −80,460−32.1% | Reduced |
| State of Alaska, Department of Revenue | 166,977 | $11.9M | 0.15% | +5,480+3.4% | Added |
| HB Wealth Management, LLC | 166,325 | $11.9M | 0.22% | +8,692+5.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 164,110 | $11.7M | 0.06% | −4,361−2.6% | Reduced |
| Wealthfront Advisers LLC | 162,672 | $11.6M | 0.06% | −8,163−4.8% | Reduced |
| Leavell Investment Management, Inc. | 161,390 | $11.5M | 0.87% | +1,535+1.0% | Added |
| Mutual of America Capital Management LLC | 155,476 | $11.1M | 0.14% | +8,299+5.6% | Added |
| Texas Permanent School Fund | 154,679 | $11.0M | 0.17% | +4,271+2.8% | Added |
| Jane Street Group, LLC | 154,346 | $11.0M | 0.02% | +51,712+50.4% | Added |
| New York Life Investment Management LLC | 153,449 | $11.0M | 0.13% | +3,701+2.5% | Added |
| Eagle Ridge Investment Management | 153,225 | $10.9M | 1.28% | +750+0.5% | Added |
| M&T Bank Corp | 152,842 | $10.9M | 0.04% | −11,489−7.0% | Reduced |
| Nisa Investment Advisors, LLC | 152,460 | $10.9M | 0.09% | −4,019−2.6% | Reduced |
| Advisory Services Network, LLC | 147,616 | $10.5M | 0.32% | +1,861+1.3% | Added |
| Kingsview Wealth Management, LLC | 145,726 | $10.4M | 0.45% | +10,912+8.1% | Added |
| Morgan Dempsey Capital Management LLC | 142,254 | $10.2M | 2.82% | +20,567+16.9% | Added |
| Stephens Inc | 139,940 | $9.99M | 0.20% | −12,616−8.3% | Reduced |
| AXA S.A. | 139,776 | $9.98M | 0.04% | −35,695−20.3% | Reduced |
| Rockland Trust Co | 135,349 | $9.67M | 0.61% | +227+0.2% | Added |
| Intact Investment Management Inc. | 135,300 | $9.66M | 0.42% | −8,700−6.0% | Reduced |
| Bridgeworth, LLC | 132,946 | $9.49M | 1.51% | +2,997+2.3% | Added |
| Mercer Global Advisors Inc | 132,125 | $9.44M | 0.05% | +10,796+8.9% | Added |
| CIBC World Markets Corp | 127,991 | $9.14M | 0.06% | +111,862+693.5% | Added |
| Becker Capital Management Inc | 127,715 | $9.12M | 0.42% | +4,899+4.0% | Added |
| Pinnacle Financial Partners Inc | 127,510 | $9.11M | 0.26% | +10,776+9.2% | Added |
| Czech National Bank | 127,430 | $9.10M | 0.24% | +3,894+3.2% | Added |
| Keybank National Association | 127,119 | $9.08M | 0.04% | −598−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 126,160 | $9.01M | 0.55% | +12,444+10.9% | Added |
| Nissay Asset Management Corp | 125,529 | $8.96M | 0.09% | −444−0.4% | Reduced |
| Bell Bank | 125,394 | $8.95M | 1.04% | −7,291−5.5% | Reduced |
| Xponance, Inc. | 124,906 | $8.92M | 0.14% | +24,288+24.1% | Added |
| Buckhead Capital Management LLC | 123,344 | $8.81M | 2.13% | −1,394−1.1% | Reduced |
| Fifth Third Bancorp | 122,991 | $8.78M | 0.04% | +23,080+23.1% | Added |
| Advocate Group LLC | 122,879 | $8.77M | 1.89% | −8,637−6.6% | Reduced |
| Bank of Nova Scotia | 120,569 | $8.61M | 0.02% | +31,239+35.0% | Added |
| Biondo Investment Advisors, LLC | 118,272 | $8.53M | 1.90% | −1,215−1.0% | Reduced |
| Signature Wealth Management Group | 118,663 | $8.47M | 4.14% | +606+0.5% | Added |
| TCTC Holdings, LLC | 117,896 | $8.42M | 0.34% | −962−0.8% | Reduced |
| Cornerstone Advisors, LLC | 116,500 | $8.32M | 0.41% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 115,670 | $8.26M | 0.01% | +32,795+39.6% | Added |
| Decade Renewable Partners LP | 115,291 | $8.23M | 3.08% | +115,291 | New |
| Neuberger Berman Group LLC | 114,028 | $8.14M | 0.01% | +3,841+3.5% | Added |
| Brinker Capital Investments, LLC | 113,480 | $8.10M | 0.16% | −5,294−4.5% | Reduced |
| Fiduciary Group LLC | 112,910 | $8.06M | 1.07% | +1,444+1.3% | Added |
| Hantz Financial Services, Inc. | 111,774 | $7.98M | 0.24% | +6,076+5.7% | Added |
| Davenport & Co LLC | 111,072 | $7.93M | 0.07% | +5,370+5.1% | Added |
| Associated Banc-Corp | 110,935 | $7.92M | 0.33% | +1,528+1.4% | Added |
| Independent Advisor Alliance | 107,969 | $7.71M | 0.94% | +7,758+7.7% | Added |
| Illinois Municipal Retirement Fund | 107,369 | $7.67M | 0.17% | −209,702−66.1% | Reduced |
| Kanawha Capital Management LLC | 107,335 | $7.67M | 0.75% | +2,429+2.3% | Added |
| Royal London Asset Management Ltd | 106,991 | $7.64M | 0.03% | −157,979−59.6% | Reduced |
| Umb Bank N A | 105,620 | $7.54M | 0.12% | −18,837−15.1% | Reduced |
| Orion Portfolio Solutions, LLC | 105,457 | $7.53M | 0.26% | +12,148+13.0% | Added |
| New England Asset Management Inc | 105,295 | $7.52M | 0.14% | −1,242−1.2% | Reduced |
| Westpac Banking Corp | 104,812 | $7.48M | 0.11% | +3,282+3.2% | Added |
| Atria Investments LLC | 104,010 | $7.43M | 0.15% | +4,373+4.4% | Added |
| Raymond James Trust N.A. | 103,770 | $7.41M | 0.25% | +3,536+3.5% | Added |
| Kempen Capital Management N.V. | 103,032 | $7.36M | 0.21% | +21,469+26.3% | Added |
| Mayflower Financial Advisors, LLC | 103,021 | $7.36M | 1.02% | −175−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 102,699 | $7.33M | 0.06% | +49,021+91.3% | Added |
| Rockefeller Capital Management L.P. | 101,255 | $7.23M | 0.04% | +24,386+31.7% | Added |
| Commerce Bank | 101,226 | $7.23M | 0.06% | −499−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 101,084 | $7.22M | 0.08% | 00.0% | Unchanged |
| Advisors Management Group Inc | 100,798 | $7.20M | 2.72% | −160.0% | Reduced |
| Churchill Management Corp | 97,299 | $6.95M | 0.17% | +1,233+1.3% | Added |
| Edgemoor Investment Advisors, Inc. | 96,575 | $6.90M | 0.86% | −459−0.5% | Reduced |
| British Columbia Investment Management Corp | 96,501 | $6.89M | 0.08% | −8,616−8.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 96,156 | $6.87M | 0.14% | +9,127+10.5% | Added |
| First PREMIER Bank | 95,680 | $6.83M | 2.07% | +474+0.5% | Added |
| Cetera Advisors LLC | 95,307 | $6.81M | 0.12% | +6,164+6.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 93,534 | $6.68M | 0.15% | +12,000+14.7% | Added |
| Principle Wealth Partners LLC | 92,471 | $6.60M | 0.75% | −2,599−2.7% | Reduced |
| MainStreet Investment Advisors LLC | 92,031 | $6.57M | 0.73% | −8,852−8.8% | Reduced |
| Blair William & Co | 91,985 | $6.57M | 0.03% | −3,835−4.0% | Reduced |
| Insight Folios Inc | 91,539 | $6.54M | 2.95% | +1,272+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 92,503 | $6.49M | 0.72% | +14,491+18.6% | Added |
| Trustmark National Bank Trust Department | 90,102 | $6.43M | 0.59% | −3,784−4.0% | Reduced |
| Securian Asset Management, Inc | 89,500 | $6.39M | 0.18% | +2,912+3.4% | Added |
| Massmutual Trust Co FSB | 88,594 | $6.33M | 0.26% | +263+0.3% | Added |
| Thomasville National Bank | 88,518 | $6.32M | 0.73% | −975−1.1% | Reduced |
| Aull & Monroe Investment Management Corp | 88,100 | $6.29M | 3.13% | −660−0.7% | Reduced |
| Keel Point, LLC | 87,764 | $6.27M | 0.98% | +87,764 | New |
| Avantax Advisory Services, Inc. | 86,810 | $6.20M | 0.08% | +7,175+9.0% | Added |
| Alerus Financial NA | 86,067 | $6.15M | 0.56% | −1,217−1.4% | Reduced |
| Contravisory Investment Management, Inc. | 85,711 | $6.12M | 1.70% | +1,670+2.0% | Added |
| Maryland State Retirement & Pension System | 85,576 | $6.11M | 0.18% | +85,576 | New |
| Visionary Wealth Advisors | 84,998 | $6.07M | 0.56% | +5,853+7.4% | Added |
| Panagora Asset Management Inc | 84,411 | $6.03M | 0.04% | −3,877−4.4% | Reduced |
| Elo Mutual Pension Insurance Co | 84,244 | $6.02M | 0.21% | +4,442+5.6% | Added |
| Zions Bancorporation, N.A. | 84,028 | $6.00M | 0.47% | +9,931+13.4% | Added |
| Oregon Public Employees Retirement Fund | 83,932 | $5.99M | 0.08% | −93,860−52.8% | Reduced |