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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 74,489 | $2.41M | 0.07% | +16,398+28.2% | Added |
| International Assets Investment Management, LLC | 99,635 | $2.40M | 0.25% | +85,504+605.1% | Added |
| Cantor Fitzgerald, L. P. | 33,457 | $2.39M | 0.05% | +69+0.2% | Added |
| 1832 Asset Management L.P. | 33,418 | $2.39M | 0.00% | −1,574−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 33,932 | $2.36M | 0.09% | +15,950+88.7% | Added |
| Nicholas Hoffman & Company, LLC. | 32,977 | $2.35M | 0.25% | −148−0.4% | Reduced |
| Hartford Financial Management Inc. | 32,713 | $2.34M | 0.62% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 118,584 | $2.30M | 0.01% | −634−0.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 32,240 | $2.29M | 1.04% | +9,473+41.6% | Added |
| Schonfeld Strategic Advisors LLC | 31,900 | $2.28M | 0.02% | −285,940−90.0% | Reduced |
| Mechanics Bank Trust Department | 31,675 | $2.26M | 0.39% | −718−2.2% | Reduced |
| Wills Financial Group, Inc. | 31,627 | $2.26M | 1.29% | +188+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 31,536 | $2.25M | 0.04% | −1,800−5.4% | Reduced |
| Proequities, Inc. | 31,462 | $2.25M | 0.18% | +2,886+10.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 31,386 | $2.24M | 0.49% | −190−0.6% | Reduced |
| Green Square Capital Advisors LLC | 31,270 | $2.23M | 0.32% | +573+1.9% | Added |
| Coastal Bridge Advisors, LLC | 30,988 | $2.21M | 0.63% | +1,680+5.7% | Added |
| Sculati Wealth Management, LLC | 30,971 | $2.21M | 1.24% | +9,023+41.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 30,871 | $2.20M | 0.24% | +69+0.2% | Added |
| IFP Advisors, Inc | 48,974 | $2.17M | 0.07% | +5,765+13.3% | Added |
| Mainstay Capital Management LLC | 30,324 | $2.17M | 0.48% | +1,528+5.3% | Added |
| Resources Investment Advisors, LLC. | 30,269 | $2.16M | 0.06% | +15,597+106.3% | Added |
| Sowell Financial Services LLC | 30,120 | $2.15M | 0.14% | +279+0.9% | Added |
| Kavar Capital Partners Group, LLC | 30,089 | $2.15M | 0.50% | −950−3.1% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.14M | 0.11% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 29,962 | $2.14M | 0.12% | +7,759+34.9% | Added |
| Hancock Whitney Corp | 29,915 | $2.14M | 0.08% | −323−1.1% | Reduced |
| Calamos Wealth Management LLC | 29,497 | $2.11M | 0.16% | +546+1.9% | Added |
| Essex LLC | 29,474 | $2.10M | 0.64% | −520−1.7% | Reduced |
| Old National Bancorp | 28,989 | $2.07M | 0.06% | +1,297+4.7% | Added |
| Red Cedar Investment Management, LLC | 28,759 | $2.05M | 0.32% | +1,847+6.9% | Added |
| Savant Capital, LLC | 37,479 | $2.05M | 0.05% | +7,992+27.1% | Added |
| First City Capital Management, Inc. | 28,307 | $2.02M | 1.22% | −270−0.9% | Reduced |
| Moody National Bank Trust Division | 28,273 | $2.02M | 0.18% | −81−0.3% | Reduced |
| Jacobi Capital Management LLC | 28,214 | $2.01M | 0.25% | +447+1.6% | Added |
| Empirical Finance, LLC | 28,003 | $2.00M | 0.21% | +2,274+8.8% | Added |
| Assenagon Asset Management S.A. | 27,800 | $1.99M | 0.01% | −60,425−68.5% | Reduced |
| Robbins Farley LLC | 27,509 | $1.96M | 1.52% | −10,018−26.7% | Reduced |
| Venture Visionary Partners LLC | 27,470 | $1.96M | 0.14% | +2,176+8.6% | Added |
| Johnson Investment Counsel Inc | 27,448 | $1.96M | 0.03% | +761+2.9% | Added |
| Nepsis, Inc. | 27,420 | $1.96M | 0.66% | −535−1.9% | Reduced |
| LBMC Investment Advisors, LLC | 27,222 | $1.94M | 0.21% | +75+0.3% | Added |
| Adalta Capital Management LLC | 27,150 | $1.94M | 1.37% | +1,025+3.9% | Added |
| Bennicas & Associates, Inc. | 27,066 | $1.93M | 1.12% | −200−0.7% | Reduced |
| Redwood Investment Management, LLC | 26,918 | $1.92M | 0.25% | +26,918 | New |
| Bank of Hawaii | 26,888 | $1.92M | 0.12% | +94+0.4% | Added |
| Ronald Blue Trust, Inc. | 28,048 | $1.91M | 0.03% | +651+2.4% | Added |
| Dynamic Advisor Solutions LLC | 26,638 | $1.90M | 0.13% | +2,584+10.7% | Added |
| Crawford Investment Counsel Inc | 26,630 | $1.90M | 0.04% | −911−3.3% | Reduced |
| FourThought Financial Partners, LLC | 26,502 | $1.89M | 0.27% | +26,502 | New |
| TFG Advisers LLC | 26,465 | $1.89M | 0.97% | −89−0.3% | Reduced |
| Summit Global Investments | 26,448 | $1.89M | 0.16% | −4,579−14.8% | Reduced |
| NBT Bank N A | 26,329 | $1.88M | 0.27% | −1,425−5.1% | Reduced |
| Prudential PLC | 26,285 | $1.88M | 0.02% | +192+0.7% | Added |
| Transamerica Financial Advisors, Inc. | 26,078 | $1.86M | 0.27% | −4,632−15.1% | Reduced |
| Centennial Bank | 26,063 | $1.86M | 1.06% | +26,063 | New |
| Azimuth Capital Investment Management LLC | 26,010 | $1.86M | 0.09% | +130+0.5% | Added |
| Stock Yards Bank & Trust Co | 25,948 | $1.85M | 0.07% | +348+1.4% | Added |
| Regal Investment Advisors LLC | 25,888 | $1.85M | 0.18% | +529+2.1% | Added |
| John G Ullman & Associates Inc | 25,878 | $1.85M | 0.29% | +78+0.3% | Added |
| Busey Wealth Management | 25,805 | $1.84M | 0.08% | +2,776+12.1% | Added |
| NTV Asset Management LLC | 25,706 | $1.84M | 0.36% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 25,512 | $1.82M | 0.03% | −322−1.2% | Reduced |
| Winton Group Ltd | 25,478 | $1.82M | 0.12% | +15,135+146.3% | Added |
| Tower Research Capital LLC (TRC) | 25,304 | $1.81M | 0.07% | −139,153−84.6% | Reduced |
| Waters Parkerson & Co., LLC | 25,201 | $1.80M | 0.11% | −1,373−5.2% | Reduced |
| Wealthspire Advisors, LLC | 25,120 | $1.79M | 0.03% | +2,075+9.0% | Added |
| Brown Brothers Harriman & Co | 25,090 | $1.79M | 0.02% | −916−3.5% | Reduced |
| Harbour Investments, Inc. | 25,084 | $1.79M | 0.11% | +790+3.3% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.79M | 0.21% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 24,861 | $1.78M | 0.22% | +199+0.8% | Added |
| Diversified, LLC | 24,752 | $1.77M | 0.69% | +24,752 | New |
| Sumitomo Life Insurance Co | 24,725 | $1.77M | 0.13% | −533−2.1% | Reduced |
| Citizens National Bank Trust Department | 24,731 | $1.77M | 0.50% | +53+0.2% | Added |
| Park Avenue Securities LLC | 24,670 | $1.76M | 0.03% | +5,010+25.5% | Added |
| Capital Square, LLC | 24,669 | $1.76M | 1.59% | +108+0.4% | Added |
| Keene & Associates, Inc. | 24,572 | $1.75M | 1.57% | +238+1.0% | Added |
| Peoples Financial Services Corp. | 24,482 | $1.75M | 0.82% | −200−0.8% | Reduced |
| IHT Wealth Management, LLC | 24,353 | $1.74M | 0.11% | +5,220+27.3% | Added |
| Diversified Portfolios, Inc. | 24,307 | $1.74M | 0.40% | −296−1.2% | Reduced |
| HBK Sorce Advisory LLC | 24,190 | $1.73M | 0.05% | +12,030+98.9% | Added |
| Greenleaf Trust | 24,152 | $1.73M | 0.02% | +1,102+4.8% | Added |
| Global Retirement Partners, LLC | 24,132 | $1.72M | 0.12% | +2,003+9.1% | Added |
| Hilltop Holdings Inc. | 23,863 | $1.70M | 0.22% | −267−1.1% | Reduced |
| Stolper Co | 23,821 | $1.70M | 0.75% | −4,206−15.0% | Reduced |
| Colony Group LLC | 23,804 | $1.70M | 0.02% | +2,621+12.4% | Added |
| Salem Investment Counselors Inc | 23,658 | $1.69M | 0.07% | +76+0.3% | Added |
| Farmers & Merchants Investments Inc | 23,652 | $1.69M | 0.07% | +150+0.6% | Added |
| Holderness Investments Co | 23,548 | $1.68M | 0.72% | −472−2.0% | Reduced |
| Northern Oak Wealth Management Inc | 23,497 | $1.68M | 0.24% | −2,919−11.1% | Reduced |
| Allworth Financial LP | 23,467 | $1.68M | 0.02% | +2,554+12.2% | Added |
| Old Port Advisors | 23,463 | $1.68M | 0.63% | +1,109+5.0% | Added |
| Gateway Investment Advisers LLC | 23,441 | $1.67M | 0.02% | +69+0.3% | Added |
| Miller Howard Investments Inc | 23,219 | $1.66M | 0.06% | +23,219 | New |
| Capital Investment Advisory Services, LLC | 23,195 | $1.66M | 0.20% | +1,870+8.8% | Added |
| United Community Bank | 23,148 | $1.65M | 1.60% | −572−2.4% | Reduced |
| Bard Financial Services, Inc. | 23,085 | $1.65M | 0.14% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 23,034 | $1.64M | 0.63% | +1,680+7.9% | Added |
| Bleakley Financial Group, LLC | 22,940 | $1.64M | 0.06% | +22,940 | New |
| Shell Asset Management Co | 22,916 | $1.64M | 0.07% | +1,799+8.5% | Added |