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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 51,703 | $3.69M | 0.85% | +4,655+9.9% | Added |
| JustInvest LLC | 51,433 | $3.67M | 0.15% | −3,478−6.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 51,064 | $3.65M | 2.26% | +7,680+17.7% | Added |
| Oakworth Capital, Inc. | 51,063 | $3.65M | 0.35% | +6,400+14.3% | Added |
| Greenland Capital Management LP | 50,715 | $3.62M | 0.66% | +50,715 | New |
| First National Trust Co | 50,179 | $3.58M | 0.19% | −544−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 49,981 | $3.57M | 0.09% | +30,980+163.0% | Added |
| Sugarloaf Wealth Management, LLC | 49,833 | $3.56M | 0.89% | −4,110−7.6% | Reduced |
| Trinity Legacy Partners, LLC | 49,832 | $3.56M | 1.42% | +1,815+3.8% | Added |
| Squarepoint Ops LLC | 49,593 | $3.54M | 0.03% | +25,568+106.4% | Added |
| Patrick Mauro Investment Advisor, INC. | 49,482 | $3.53M | 2.29% | +3,862+8.5% | Added |
| Private Asset Management Inc | 49,465 | $3.53M | 0.60% | −1,666−3.3% | Reduced |
| Canandaigua National Corp | 49,360 | $3.52M | 0.60% | +1,258+2.6% | Added |
| Lincoln National Corp | 49,329 | $3.52M | 0.08% | +1,498+3.1% | Added |
| Fulton Bank, N.A. | 48,755 | $3.48M | 0.20% | +459+1.0% | Added |
| Csenge Advisory Group | 48,454 | $3.46M | 0.27% | −1,465−2.9% | Reduced |
| Nordea Investment Management AB | 47,857 | $3.44M | 0.01% | +1,374+3.0% | Added |
| StoneX Group Inc. | 48,029 | $3.43M | 0.41% | +3,873+8.8% | Added |
| ICA Group Wealth Management, LLC | 47,938 | $3.42M | 0.80% | +34,170+248.2% | Added |
| FAI Wealth Management | 47,676 | $3.40M | 3.16% | +128+0.3% | Added |
| Palisade Asset Management, LLC | 47,649 | $3.40M | 0.39% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 47,426 | $3.39M | 0.88% | +2,117+4.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 47,319 | $3.38M | 0.25% | −2,519−5.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 47,290 | $3.38M | 0.15% | +1,936+4.3% | Added |
| Cary Street Partner Investment Advisory LLC | 46,554 | $3.32M | 0.24% | −965−2.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 46,443 | $3.32M | 0.40% | +2,400+5.4% | Added |
| Ieq Capital, LLC | 46,348 | $3.31M | 0.09% | +5,653+13.9% | Added |
| Edgestream Partners, L.P. | 46,042 | $3.29M | 0.37% | +32,212+232.9% | Added |
| All Terrain Financial Advisors, LLC | 45,672 | $3.26M | 1.66% | +985+2.2% | Added |
| Rench Wealth Management, Inc. | 45,580 | $3.25M | 1.66% | +707+1.6% | Added |
| Foundations Investment Advisors, LLC | 45,135 | $3.22M | 0.13% | +29,070+181.0% | Added |
| Veritable, L.P. | 45,029 | $3.22M | 0.06% | +7,431+19.8% | Added |
| Wealthcare Advisory Partners LLC | 44,999 | $3.21M | 0.15% | +1,700+3.9% | Added |
| Hengehold Capital Management LLC | 44,804 | $3.20M | 0.44% | +4,972+12.5% | Added |
| HNP Capital LLC | 44,760 | $3.20M | 0.89% | +3,902+9.6% | Added |
| Brookstone Capital Management | 44,561 | $3.19M | 0.06% | +1,889+4.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 44,338 | $3.17M | 0.05% | +1,199+2.8% | Added |
| D L Carlson Investment Group Inc | 44,217 | $3.16M | 0.68% | −2,906−6.2% | Reduced |
| First Bank & Trust | 43,843 | $3.13M | 0.87% | +398+0.9% | Added |
| MTM Investment Management, LLC | 43,706 | $3.12M | 1.62% | +35+0.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 43,614 | $3.11M | 0.12% | −159−0.4% | Reduced |
| Advisor Partners II, LLC | 43,186 | $3.08M | 0.19% | −30−0.1% | Reduced |
| First County Bank | 43,074 | $3.08M | 1.48% | +43,074 | New |
| Dearborn Partners LLC | 42,873 | $3.06M | 0.12% | −194−0.5% | Reduced |
| United Services Automobile Association | 42,575 | $3.04M | 0.07% | −1,258−2.9% | Reduced |
| Sovereign Financial Group, Inc. | 42,043 | $3.00M | 1.18% | +1,168+2.9% | Added |
| Pettyjohn, Wood & White, Inc | 41,705 | $2.98M | 0.74% | −300−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 41,594 | $2.97M | 0.47% | −1,525−3.5% | Reduced |
| McRae Capital Management Inc | 41,179 | $2.94M | 0.86% | −3,100−7.0% | Reduced |
| Benjamin Edwards Inc | 41,099 | $2.94M | 0.77% | +996+2.5% | Added |
| Woodmont Investment Counsel LLC | 41,043 | $2.93M | 0.33% | +65+0.2% | Added |
| KCM Investment Advisors LLC | 40,839 | $2.92M | 0.13% | −1,721−4.0% | Reduced |
| Signaturefd, LLC | 40,799 | $2.91M | 0.09% | −1,646−3.9% | Reduced |
| Lantz Financial LLC | 40,288 | $2.88M | 1.31% | +469+1.2% | Added |
| Clarkston Capital Partners, LLC | 40,262 | $2.88M | 0.05% | −318−0.8% | Reduced |
| Walleye Capital LLC | 40,121 | $2.87M | 0.06% | −23,752−37.2% | Reduced |
| Brick & Kyle, Associates | 40,024 | $2.86M | 1.66% | −556−1.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 40,000 | $2.86M | 0.05% | +40,000 | New |
| Raleigh Capital Management Inc. | 39,824 | $2.84M | 1.48% | +3,766+10.4% | Added |
| Pinnacle Associates Ltd | 39,588 | $2.83M | 0.06% | +957+2.5% | Added |
| Financial Partners Capital Management LLC | 39,577 | $2.83M | 0.63% | +1,090+2.8% | Added |
| Tiaa, FSB | 39,543 | $2.82M | 0.01% | −4,267−9.7% | Reduced |
| Brookfield Asset Management Inc. | 39,522 | $2.82M | 0.01% | +39,522 | New |
| Greatmark Investment Partners, Inc. | 39,322 | $2.81M | 0.51% | +200+0.5% | Added |
| Eudaimonia Advisors LLC | 39,212 | $2.80M | 1.90% | +3,733+10.5% | Added |
| Armor Investment Advisors, LLC | 39,171 | $2.80M | 1.70% | −1,556−3.8% | Reduced |
| Shorepoint Capital Partners LLC | 38,759 | $2.77M | 0.77% | +34,734+863.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 38,605 | $2.76M | 1.73% | +151+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 38,158 | $2.72M | 0.21% | +1,391+3.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 38,095 | $2.72M | 0.24% | 00.0% | Unchanged |
| Rothschild Investment Corp | 37,995 | $2.71M | 0.25% | +2,505+7.1% | Added |
| South State Corp. | 37,982 | $2.71M | 0.25% | +1,622+4.5% | Added |
| Argent Trust Co | 37,794 | $2.70M | 0.18% | +1,469+4.0% | Added |
| Lakeview Capital Partners, LLC | 39,215 | $2.64M | 0.85% | +1,367+3.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 36,951 | $2.64M | 0.12% | +36,951 | New |
| Pinkerton Retirement Specialists, LLC | 36,910 | $2.64M | 0.57% | +3,775+11.4% | Added |
| Brown Advisory Inc | 36,595 | $2.61M | 0.00% | +2,448+7.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,500 | $2.61M | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 36,434 | $2.60M | 0.09% | +701+2.0% | Added |
| Bailard, Inc. | 36,337 | $2.59M | 0.10% | −238−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 36,121 | $2.58M | 0.05% | −940−2.5% | Reduced |
| Everence Capital Management Inc | 36,061 | $2.58M | 0.22% | +4,380+13.8% | Added |
| Day & Ennis, LLC | 36,183 | $2.57M | 0.99% | +99+0.3% | Added |
| Argyle Capital Management Inc. | 35,698 | $2.55M | 0.88% | −361−1.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 35,636 | $2.54M | 0.40% | +220+0.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 35,572 | $2.54M | 0.04% | −588−1.6% | Reduced |
| Snowden Capital Advisors LLC | 35,510 | $2.54M | 0.11% | +1,183+3.4% | Added |
| Ontario Teachers Pension Plan Board | 35,201 | $2.51M | 0.03% | −18,438−34.4% | Reduced |
| Gladstone Institutional Advisory LLC | 35,184 | $2.51M | 0.18% | +12,882+57.8% | Added |
| Family Legacy, Inc. | 37,224 | $2.50M | 1.09% | +618+1.7% | Added |
| Leelyn Smith, LLC | 34,886 | $2.49M | 0.68% | +3,405+10.8% | Added |
| First Citizens Bank & Trust Co | 34,843 | $2.49M | 0.08% | +28,574+455.8% | Added |
| United Bank | 34,781 | $2.48M | 1.52% | +716+2.1% | Added |
| Hayek Kallen Investment Management | 34,468 | $2.46M | 1.13% | −524−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 34,337 | $2.45M | 0.12% | +9,662+39.2% | Added |
| Forte Capital LLC | 34,266 | $2.45M | 0.42% | +187+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,121 | $2.44M | 0.06% | −5,361−13.6% | Reduced |
| Shelton Capital Management | 34,000 | $2.43M | 0.26% | −18,312−35.0% | Reduced |
| Essex Financial Services, Inc. | 33,796 | $2.41M | 0.26% | −1,051−3.0% | Reduced |
| Los Angeles Capital Management LLC | 33,775 | $2.41M | 0.01% | +4,413+15.0% | Added |