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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 22,621 | $1.62M | 0.39% | −240−1.0% | Reduced |
| Metis Global Partners, LLC | 22,620 | $1.62M | 0.14% | +6,879+43.7% | Added |
| Occudo Quantitative Strategies LP | 22,589 | $1.61M | 0.19% | +2,992+15.3% | Added |
| ZWJ Investment Counsel Inc | 22,514 | $1.61M | 0.09% | +60+0.3% | Added |
| RFP Financial Group LLC | 22,467 | $1.60M | 0.72% | +22,467 | New |
| Monte Financial Group, LLC | 22,411 | $1.60M | 0.82% | −389−1.7% | Reduced |
| Old North State Trust, LLC | 21,994 | $1.57M | 1.03% | −567−2.5% | Reduced |
| Burns J W & Co Inc | 21,982 | $1.57M | 0.29% | +145+0.7% | Added |
| Earnest Partners LLC | 21,888 | $1.56M | 0.01% | +2,901+15.3% | Added |
| Laurel Wealth Advisors, Inc. | 21,837 | $1.56M | 0.15% | +504+2.4% | Added |
| Apollon Wealth Management, LLC | 21,825 | $1.56M | 0.11% | +1,656+8.2% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.56M | 0.08% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 21,756 | $1.55M | 0.12% | +16,569+319.4% | Added |
| Private Trust Co NA | 21,706 | $1.55M | 0.23% | −312−1.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 21,683 | $1.55M | 0.15% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 21,691 | $1.55M | 0.01% | −224,513−91.2% | Reduced |
| Southeast Asset Advisors Inc. | 21,643 | $1.55M | 0.25% | +13+0.1% | Added |
| Cubist Systematic Strategies, LLC | 21,610 | $1.54M | 0.01% | −442,447−95.3% | Reduced |
| Farmers National Bank | 21,549 | $1.54M | 0.55% | −1,063−4.7% | Reduced |
| Veriti Management LLC | 21,536 | $1.54M | 0.20% | −511−2.3% | Reduced |
| Trust Co of Vermont | 21,517 | $1.54M | 0.11% | +590+2.8% | Added |
| Mutual Advisors, LLC | 21,509 | $1.54M | 0.07% | −327−1.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,450 | $1.53M | 0.59% | +18+0.1% | Added |
| GSB Wealth Management, LLC | 21,424 | $1.53M | 0.55% | −7,219−25.2% | Reduced |
| Ascent Wealth Partners, LLC | 21,409 | $1.53M | 0.33% | +1,310+6.5% | Added |
| Diversified Trust Co | 21,236 | $1.52M | 0.06% | −2,395−10.1% | Reduced |
| Boston Private Wealth LLC | 21,197 | $1.51M | 0.02% | −1,326−5.9% | Reduced |
| Wellington Shields & Co., LLC | 21,160 | $1.51M | 0.34% | +254+1.2% | Added |
| Symmetry Partners, LLC | 21,164 | $1.51M | 0.09% | +12,593+146.9% | Added |
| Romano Brothers and Company | 21,148 | $1.51M | 0.23% | +74+0.4% | Added |
| Parsons Capital Management Inc | 21,100 | $1.51M | 0.13% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 21,099 | $1.51M | 0.44% | −100−0.5% | Reduced |
| Stokes Family Office, LLC | 21,000 | $1.50M | 0.19% | +4,501+27.3% | Added |
| Advisor OS, LLC | 20,806 | $1.49M | 0.39% | +4,752+29.6% | Added |
| Smith, Moore & Co. | 20,761 | $1.48M | 0.21% | −206−1.0% | Reduced |
| Community Bank of Raymore | 20,730 | $1.48M | 0.54% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 20,698 | $1.48M | 0.14% | −897−4.2% | Reduced |
| Claro Advisors LLC | 20,574 | $1.47M | 0.48% | +8,819+75.0% | Added |
| CapWealth Advisors, LLC | 20,548 | $1.47M | 0.17% | −150−0.7% | Reduced |
| MSH Capital Advisors LLC | 20,524 | $1.47M | 0.66% | +389+1.9% | Added |
| Strategic Blueprint, LLC | 20,483 | $1.46M | 0.17% | +7,772+61.1% | Added |
| Creative Financial Designs Inc | 20,431 | $1.46M | 0.22% | +1,129+5.8% | Added |
| Asset Dedication, LLC | 20,390 | $1.46M | 0.15% | +1,845+9.9% | Added |
| Wetherby Asset Management Inc | 20,365 | $1.45M | 0.09% | −1,338−6.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 20,278 | $1.45M | 0.41% | +20,278 | New |
| Reuter James Wealth Management, LLC | 20,224 | $1.44M | 1.05% | +484+2.5% | Added |
| Private Advisory Group LLC | 20,115 | $1.44M | 0.31% | −552−2.7% | Reduced |
| Canal Insurance CO | 20,000 | $1.43M | 0.39% | 00.0% | Unchanged |
| Equitable Trust Co | 19,939 | $1.42M | 0.11% | +9,779+96.3% | Added |
| CWS Financial Advisors, LLC | 22,812 | $1.42M | 0.61% | −773−3.3% | Reduced |
| J.W. Cole Advisors, Inc. | 19,848 | $1.42M | 0.11% | −1,084−5.2% | Reduced |
| Geneos Wealth Management Inc. | 19,842 | $1.42M | 0.09% | +1,091+5.8% | Added |
| Spreng Capital Management, Inc. | 19,780 | $1.41M | 1.22% | −1,000−4.8% | Reduced |
| Grove Bank & Trust | 19,681 | $1.41M | 0.31% | −1,253−6.0% | Reduced |
| Segall Bryant & Hamill, LLC | 19,631 | $1.40M | 0.02% | −450−2.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,606 | $1.40M | 1.02% | +160+0.8% | Added |
| Ethic Inc. | 19,474 | $1.39M | 0.08% | −4,497−18.8% | Reduced |
| Eagle Rock Investment Company, LLC | 19,357 | $1.39M | 0.32% | +16,036+482.9% | Added |
| Ashton Thomas Private Wealth, LLC | 19,324 | $1.38M | 0.14% | +12,278+174.3% | Added |
| Barnett & Company, Inc. | 19,224 | $1.37M | 1.05% | −586−3.0% | Reduced |
| Patten & Patten Inc | 19,192 | $1.37M | 0.12% | +31+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 19,048 | $1.36M | 0.25% | +2,556+15.5% | Added |
| TrueWealth Advisors, LLC | 19,036 | $1.36M | 0.59% | +2,923+18.1% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.36M | 0.28% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 18,963 | $1.35M | 0.01% | +1,388+7.9% | Added |
| Adviser Investments LLC | 18,806 | $1.35M | 0.03% | 00.0% | Unchanged |
| Derbend Asset Management | 18,648 | $1.33M | 1.06% | −376−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 18,504 | $1.32M | 0.04% | −348−1.8% | Reduced |
| Mystic Asset Management, Inc. | 18,441 | $1.32M | 0.75% | +65+0.4% | Added |
| Mayfair Advisory Group, LLC | 18,349 | $1.31M | 1.67% | +2,788+17.9% | Added |
| High Net Worth Advisory Group LLC | 18,020 | $1.29M | 0.50% | +6,996+63.5% | Added |
| Wedbush Securities Inc | 18,008 | $1.29M | 0.07% | +406+2.3% | Added |
| Means Investment Co., Inc. | 17,952 | $1.28M | 0.26% | +9,455+111.3% | Added |
| Ignite Planners, LLC | 18,827 | $1.28M | 0.54% | +362+2.0% | Added |
| Delta Asset Management LLC | 17,944 | $1.28M | 0.14% | +267+1.5% | Added |
| Trustco Bank Corp N Y | 17,823 | $1.27M | 1.41% | −8,294−31.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,730 | $1.27M | 0.19% | −640−3.5% | Reduced |
| HHM Wealth Advisors, LLC | 17,659 | $1.26M | 0.29% | +1,732+10.9% | Added |
| Prime Capital Investment Advisors, LLC | 17,559 | $1.25M | 0.05% | −18,970−51.9% | Reduced |
| Consolidated Planning Corp | 17,503 | $1.25M | 0.35% | −135−0.8% | Reduced |
| Cullinan Associates Inc | 17,475 | $1.25M | 0.07% | −45−0.3% | Reduced |
| Biltmore Family Office, LLC | 17,458 | $1.25M | 0.26% | +590+3.5% | Added |
| Bristlecone Advisors, LLC | 17,347 | $1.24M | 0.15% | +1,902+12.3% | Added |
| Red Door Wealth Management, LLC | 17,239 | $1.23M | 0.40% | +602+3.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,175 | $1.23M | 0.03% | +7,415+76.0% | Added |
| Abbrea Capital, LLC | 17,167 | $1.23M | 0.22% | +20+0.1% | Added |
| Griffin Asset Management, Inc. | 17,087 | $1.22M | 0.18% | −35−0.2% | Reduced |
| Matrix Trust Co | 17,061 | $1.22M | 0.31% | +4,050+31.1% | Added |
| HighTower Trust Services, LTA | 16,964 | $1.22M | 0.12% | +1,755+11.5% | Added |
| Philadelphia Trust Co | 17,010 | $1.22M | 0.13% | −1,025−5.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.21M | 0.20% | 00.0% | Unchanged |
| MAI Capital Management | 16,975 | $1.21M | 0.02% | +267+1.6% | Added |
| Wealth Alliance | 16,972 | $1.21M | 0.22% | +659+4.0% | Added |
| Bahl & Gaynor Inc | 16,950 | $1.21M | 0.01% | +3,499+26.0% | Added |
| Benedict Financial Advisors Inc | 16,949 | $1.21M | 0.36% | +245+1.5% | Added |
| Western Wealth Management, LLC | 16,863 | $1.20M | 0.12% | −9,471−36.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,862 | $1.20M | 0.05% | −115−0.7% | Reduced |
| Patton Albertson Miller Group, LLC | 16,853 | $1.20M | 0.22% | −450−2.6% | Reduced |
| Hills Bank & Trust Co | 16,827 | $1.20M | 0.18% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 16,810 | $1.20M | 0.34% | −199−1.2% | Reduced |