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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 83,575 | $5.97M | 0.24% | +365+0.4% | Added |
| Carret Asset Management, LLC | 83,347 | $5.95M | 0.82% | −200−0.2% | Reduced |
| Central Trust Co | 83,321 | $5.95M | 0.18% | +1,288+1.6% | Added |
| Andra AP-fonden | 83,300 | $5.95M | 0.18% | −36,100−30.2% | Reduced |
| NewSquare Capital LLC | 83,281 | $5.95M | 0.74% | +6,931+9.1% | Added |
| RFG Advisory, LLC | 87,665 | $5.90M | 0.30% | +2,494+2.9% | Added |
| Old Point Trust & Financial Services N A | 82,529 | $5.89M | 2.72% | +1,830+2.3% | Added |
| Windle Wealth, LLC | 81,816 | $5.84M | 4.56% | +81,816 | New |
| Level Four Advisory Services, LLC | 81,550 | $5.82M | 0.43% | +21,862+36.6% | Added |
| ARS Wealth Advisors Group, LLC | 81,260 | $5.80M | 0.96% | −11,273−12.2% | Reduced |
| Oppenheimer & Co Inc | 81,005 | $5.78M | 0.13% | +23,500+40.9% | Added |
| Huntington National Bank | 80,601 | $5.76M | 0.06% | −1,078−1.3% | Reduced |
| Gotham Asset Management, LLC | 80,551 | $5.75M | 0.16% | +21,812+37.1% | Added |
| Sky Investment Group LLC | 80,024 | $5.71M | 1.35% | +599+0.8% | Added |
| Hartford Investment Management Co | 78,753 | $5.62M | 0.17% | −21,966−21.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 78,440 | $5.60M | 0.59% | +11,730+17.6% | Added |
| Chronos Wealth Management, LLC | 77,576 | $5.54M | 4.37% | +6,119+8.6% | Added |
| Daiwa Securities Group Inc. | 77,407 | $5.53M | 0.04% | +6,437+9.1% | Added |
| National Bank of Canada | 76,439 | $5.46M | 0.01% | +40,071+110.2% | Added |
| Parallax Volatility Advisers, L.P. | 76,165 | $5.44M | 0.14% | +62,389+452.9% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 75,277 | $5.38M | 1.83% | +75,277 | New |
| TD Private Client Wealth LLC | 74,533 | $5.32M | 0.25% | +4,441+6.3% | Added |
| South Dakota Investment Council | 74,206 | $5.30M | 0.12% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 73,839 | $5.27M | 1.21% | −460−0.6% | Reduced |
| Naples Global Advisors, LLC | 73,442 | $5.24M | 0.67% | +356+0.5% | Added |
| Albion Financial Group | 72,929 | $5.21M | 0.50% | +680+0.9% | Added |
| Carson Advisory Inc. | 72,916 | $5.21M | 4.99% | +2,618+3.7% | Added |
| Beacon Pointe Advisors, LLC | 72,470 | $5.18M | 0.10% | +15,521+27.3% | Added |
| Institutional & Family Asset Management, LLC | 71,979 | $5.14M | 0.86% | +446+0.6% | Added |
| Thrivent Financial for Lutherans | 71,542 | $5.12M | 0.01% | +5,638+8.6% | Added |
| Rafferty Asset Management, LLC | 71,042 | $5.07M | 0.04% | +31,513+79.7% | Added |
| Lido Advisors, LLC | 70,731 | $5.05M | 0.09% | −12,139−14.6% | Reduced |
| D.A. Davidson & Co. | 70,672 | $5.05M | 0.06% | −101−0.1% | Reduced |
| IFG Advisory, LLC | 70,343 | $5.02M | 0.50% | −361−0.5% | Reduced |
| Louisiana State Employees Retirement System | 70,300 | $5.02M | 0.14% | +2,300+3.4% | Added |
| Sigma Planning Corp | 70,093 | $5.01M | 0.18% | −453−0.6% | Reduced |
| Anchor Investment Management, LLC | 69,987 | $5.00M | 0.72% | +1,304+1.9% | Added |
| Pathstone Family Office, LLC | 80,654 | $4.99M | 0.10% | +23,887+42.1% | Added |
| Regent Peak Wealth Advisors LLC | 65,181 | $4.90M | 1.61% | −539−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 68,575 | $4.90M | 0.08% | +9,956+17.0% | Added |
| Walleye Trading LLC | 68,287 | $4.88M | 0.12% | +49,767+268.7% | Added |
| CIBC World Markets Inc. | 67,789 | $4.84M | 0.02% | +252+0.4% | Added |
| Advisors Asset Management, Inc. | 67,229 | $4.80M | 0.10% | +5,945+9.7% | Added |
| Telos Capital Management, Inc. | 66,991 | $4.78M | 0.70% | +11,580+20.9% | Added |
| Warren Averett Asset Management, LLC | 66,754 | $4.77M | 0.26% | +8,361+14.3% | Added |
| Moors & Cabot, Inc. | 65,745 | $4.69M | 0.33% | −841−1.3% | Reduced |
| Allstate Corp | 65,608 | $4.69M | 0.14% | +557+0.9% | Added |
| Allstate Investment Management Co | 65,608 | $4.69M | 0.14% | +65,608 | New |
| CWM, LLC | 65,360 | $4.67M | 0.03% | +7,962+13.9% | Added |
| Glenmede Trust Co NA | 65,060 | $4.65M | 0.03% | +10,348+18.9% | Added |
| Bokf, NA | 65,001 | $4.64M | 0.09% | +1,264+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 68,272 | $4.60M | 0.06% | +24,520+56.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 64,370 | $4.60M | 0.02% | +219+0.3% | Added |
| Stratos Wealth Partners, LTD. | 64,065 | $4.57M | 0.12% | −736−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 63,764 | $4.55M | 0.01% | −9,116−12.5% | Reduced |
| Prospera Financial Services Inc | 63,705 | $4.55M | 0.23% | −1,662−2.5% | Reduced |
| Birmingham Capital Management Co Inc | 63,250 | $4.52M | 1.71% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 63,200 | $4.51M | 0.30% | +2,800+4.6% | Added |
| Arkadios Wealth Advisors | 63,019 | $4.50M | 0.60% | +10,472+19.9% | Added |
| Metropolitan Life Insurance Co | 62,968 | $4.50M | 0.20% | −317−0.5% | Reduced |
| Coldstream Capital Management Inc | 62,571 | $4.47M | 0.16% | +62,571 | New |
| Clearbridge Investments, LLC | 62,264 | $4.45M | 0.00% | −550−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 61,906 | $4.42M | 0.37% | +2,003+3.3% | Added |
| Foster Victor Wealth Advisors, LLC | 61,265 | $4.39M | 0.56% | +5,236+9.3% | Added |
| Community Bank & Trust, Waco, Texas | 61,281 | $4.38M | 1.43% | −2,979−4.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 60,700 | $4.33M | 3.00% | +1,871+3.2% | Added |
| Siemens Fonds Invest GmbH | 60,436 | $4.32M | 0.43% | −391−0.6% | Reduced |
| Goelzer Investment Management, Inc. | 59,509 | $4.25M | 0.36% | +1,901+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 59,146 | $4.22M | 0.07% | −5,505−8.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 58,971 | $4.21M | 0.21% | −2,260−3.7% | Reduced |
| KBC Group NV | 58,853 | $4.20M | 0.02% | +2,059+3.6% | Added |
| Bridge Creek Capital Management LLC | 58,695 | $4.19M | 1.64% | +540+0.9% | Added |
| Shilanski & Associates, Inc. | 58,430 | $4.17M | 1.83% | +58,430 | New |
| Ilmarinen Mutual Pension Insurance Co | 58,000 | $4.14M | 0.06% | +58,000 | New |
| Baugh & Associates, LLC | 57,904 | $4.13M | 2.68% | −55−0.1% | Reduced |
| Coston, McIsaac & Partners | 57,887 | $4.13M | 1.61% | +2,965+5.4% | Added |
| Intech Investment Management LLC | 57,760 | $4.12M | 0.03% | −6,028−9.5% | Reduced |
| Montag A & Associates Inc | 57,203 | $4.08M | 0.27% | +9,238+19.3% | Added |
| Centaurus Financial, Inc. | 56,864 | $4.06M | 0.38% | +37,225+189.5% | Added |
| Pathway Financial Advisers, LLC | 56,850 | $4.06M | 1.65% | +56,850 | New |
| Mitchell McLeod Pugh & Williams Inc | 56,684 | $4.05M | 1.37% | +4,871+9.4% | Added |
| City Holding Co | 56,278 | $4.02M | 0.75% | +1,280+2.3% | Added |
| Norinchukin Bank, The | 55,968 | $4.00M | 0.09% | −4,602−7.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 55,958 | $4.00M | 0.25% | +9,567+20.6% | Added |
| Wesbanco Bank Inc | 55,644 | $3.97M | 0.18% | +16,727+43.0% | Added |
| OneAscent Wealth Management LLC | 55,391 | $3.96M | 1.86% | +917+1.7% | Added |
| Putnam Investments LLC | 55,210 | $3.94M | 0.01% | +3,626+7.0% | Added |
| Simmons Bank | 55,071 | $3.93M | 0.34% | +89+0.2% | Added |
| Ellsworth Advisors, LLC | 57,704 | $3.91M | 1.46% | +1,328+2.4% | Added |
| Harvest Portfolios Group Inc. | 54,599 | $3.90M | 0.22% | +54,599 | New |
| National Asset Management, Inc. | 54,456 | $3.89M | 0.11% | +1,870+3.6% | Added |
| Point72 Middle East FZE | 54,059 | $3.86M | 0.30% | +54,059 | New |
| Richard Bernstein Advisors LLC | 54,039 | $3.86M | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 53,965 | $3.85M | 0.06% | −12,450−18.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 53,755 | $3.84M | 1.25% | +22,026+69.4% | Added |
| Worldquant Millennium Advisors LLC | 53,204 | $3.80M | 0.09% | −73,365−58.0% | Reduced |
| Cipher Capital LP | 52,828 | $3.77M | 0.71% | +52,828 | New |
| Profund Advisors LLC | 52,228 | $3.73M | 0.24% | −844−1.6% | Reduced |
| New Mexico Educational Retirement Board | 51,987 | $3.71M | 0.20% | −2,300−4.2% | Reduced |
| Penserra Capital Management LLC | 51,958 | $3.71M | 0.08% | +51,958 | New |