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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 16,738 | $1.20M | 0.12% | +549+3.4% | Added |
| StrategIQ Financial Group, LLC | 16,696 | $1.19M | 0.14% | +258+1.6% | Added |
| Adirondack Trust Co | 16,654 | $1.19M | 0.62% | +366+2.2% | Added |
| Good Life Advisors, LLC | 16,588 | $1.18M | 0.16% | −381−2.2% | Reduced |
| Columbus Macro, LLC | 16,556 | $1.18M | 0.45% | +3,060+22.7% | Added |
| ICW Investment Advisors LLC | 16,481 | $1.18M | 0.71% | +343+2.1% | Added |
| King Luther Capital Management Corp | 16,403 | $1.17M | 0.01% | −98−0.6% | Reduced |
| Ascent Group, LLC | 16,403 | $1.17M | 0.14% | −580−3.4% | Reduced |
| Meeder Advisory Services, Inc. | 16,397 | $1.17M | 0.15% | +16,397 | New |
| Garner Asset Management Corp | 16,383 | $1.17M | 0.58% | −178−1.1% | Reduced |
| Bank Ozk | 16,318 | $1.17M | 0.58% | −733−4.3% | Reduced |
| Teza Capital Management LLC | 16,297 | $1.16M | 0.22% | −7,615−31.8% | Reduced |
| West Bancorporation Inc | 16,269 | $1.16M | 0.86% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 16,223 | $1.16M | 0.76% | +500+3.2% | Added |
| BancorpSouth Bank | 16,216 | $1.16M | 0.11% | +60+0.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,183 | $1.16M | 0.52% | +19+0.1% | Added |
| Meiji Yasuda Life Insurance Co | 16,154 | $1.15M | 0.02% | −9,100−36.0% | Reduced |
| Pacitti Group Inc. | 16,006 | $1.14M | 0.89% | +248+1.6% | Added |
| Asset Advisors Investment Management, LLC | 15,926 | $1.14M | 0.15% | 00.0% | Unchanged |
| We Are One Seven, LLC | 15,901 | $1.14M | 0.11% | +632+4.1% | Added |
| Aviva PLC | 15,885 | $1.13M | 0.01% | −139−0.9% | Reduced |
| Sandy Spring Bank | 15,861 | $1.13M | 0.07% | −1,342−7.8% | Reduced |
| Park Place Capital Corp | 15,822 | $1.13M | 0.32% | +15,822 | New |
| Ipswich Investment Management Co., Inc. | 15,805 | $1.13M | 0.32% | +30+0.2% | Added |
| SeaCrest Wealth Management, LLC | 15,804 | $1.13M | 0.16% | −5,707−26.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,774 | $1.13M | 0.30% | +2,467+18.5% | Added |
| Holocene Advisors, LP | 15,696 | $1.12M | 0.01% | +15,696 | New |
| DMG Group, LLC | 15,513 | $1.11M | 1.26% | +78+0.5% | Added |
| Gleason Group, Inc. | 15,606 | $1.11M | 0.35% | +156+1.0% | Added |
| TrinityPoint Wealth, LLC | 15,576 | $1.11M | 0.25% | +42+0.3% | Added |
| Sheets Smith Wealth Management | 15,565 | $1.11M | 0.17% | +532+3.5% | Added |
| Madden Securities Corp | 15,396 | $1.10M | 0.58% | −50−0.3% | Reduced |
| Islay Capital Management, LLC | 15,359 | $1.10M | 1.26% | +29+0.2% | Added |
| Belpointe Asset Management LLC | 15,277 | $1.09M | 0.07% | +165+1.1% | Added |
| ARGI Investment Services, LLC | 15,262 | $1.09M | 0.04% | −13−0.1% | Reduced |
| Woodstock Corp | 15,258 | $1.09M | 0.14% | +995+7.0% | Added |
| Mather Group, LLC. | 15,203 | $1.09M | 0.02% | +218+1.5% | Added |
| Evercore Wealth Management, LLC | 15,185 | $1.08M | 0.02% | −1,829−10.7% | Reduced |
| Powers Advisory Group, LLC | 15,178 | $1.08M | 0.80% | −16−0.1% | Reduced |
| Coastline Trust Co | 15,094 | $1.08M | 0.16% | +4,719+45.5% | Added |
| Highline Wealth Partners LLC | 15,061 | $1.08M | 0.79% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 15,025 | $1.07M | 0.24% | −2,759−15.5% | Reduced |
| McMillion Capital Management Inc | 14,965 | $1.07M | 0.97% | −170−1.1% | Reduced |
| Rowland & Co Investment Counsel | 14,856 | $1.07M | 0.26% | −75−0.5% | Reduced |
| Guardian Investment Management | 14,910 | $1.06M | 1.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 92,768 | $1.06M | 0.05% | +2,325+2.6% | Added |
| Focus Financial Network, Inc. | 14,771 | $1.05M | 0.09% | +10.0% | Added |
| Mitchell Sinkler & Starr | 14,695 | $1.05M | 0.34% | +700+5.0% | Added |
| Jaffetilchin Investment Partners, LLC | 14,692 | $1.05M | 0.13% | −233−1.6% | Reduced |
| Personal Cfo Solutions, LLC | 14,593 | $1.04M | 0.22% | −1,388−8.7% | Reduced |
| EverSource Wealth Advisors, LLC | 14,526 | $1.04M | 0.16% | +1,534+11.8% | Added |
| Comerica Securities,inc. | 14,461 | $1.03M | 0.07% | +2,226+18.2% | Added |
| SignalPoint Asset Management, LLC | 14,438 | $1.03M | 0.36% | −52−0.4% | Reduced |
| GoalVest Advisory LLC | 14,395 | $1.03M | 0.66% | +1,479+11.5% | Added |
| Laidlaw Wealth Management LLC | 14,369 | $1.03M | 0.22% | +243+1.7% | Added |
| Am Investment Strategies LLC | 14,349 | $1.02M | 0.37% | +53+0.4% | Added |
| HF Advisory Group, LLC | 14,328 | $1.02M | 1.03% | +14,328 | New |
| Balentine LLC | 14,264 | $1.02M | 0.04% | −12,017−45.7% | Reduced |
| Ti-Trust, Inc | 14,210 | $1.01M | 0.97% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 14,193 | $1.01M | 0.24% | 00.0% | Unchanged |
| Rollins Financial | 14,188 | $1.01M | 0.38% | −5,386−27.5% | Reduced |
| Keudell/Morrison Wealth Management | 14,161 | $1.01M | 0.32% | +114+0.8% | Added |
| Lazard Asset Management LLC | 14,149 | $1.01M | 0.00% | +602+4.4% | Added |
| White Lighthouse Investment Management Inc. | 14,094 | $1.01M | 0.27% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 14,075 | $1.01M | 0.24% | +208+1.5% | Added |
| First United Bank Trust | 14,033 | $1.00M | 0.49% | +595+4.4% | Added |
| Americana Partners, LLC | 8,744 | $999.4K | 0.17% | −4,558−34.3% | Reduced |
| Berkeley Capital Partners, LLC | 13,978 | $998.2K | 0.39% | +483+3.6% | Added |
| Twin Capital Management Inc | 13,918 | $994.0K | 0.13% | +283+2.1% | Added |
| Coastal Investment Advisors, Inc. | 13,804 | $985.7K | 0.24% | +316+2.3% | Added |
| United Bank | 13,677 | $976.7K | 0.14% | +77+0.6% | Added |
| L.M. Kohn & Company | 13,604 | $971.5K | 0.45% | +674+5.2% | Added |
| Sawtooth Solutions, LLC | 13,550 | $967.6K | 0.13% | −1,635−10.8% | Reduced |
| Burney Co | 13,536 | $966.6K | 0.05% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 13,519 | $966.0K | 0.05% | −14,464−51.7% | Reduced |
| Cigna Investments Inc | 13,440 | $960.0K | 0.20% | +394+3.0% | Added |
| Marco Investment Management LLC | 13,433 | $959.3K | 0.11% | +13+0.1% | Added |
| Perigon Wealth Management, LLC | 13,396 | $956.6K | 0.06% | +1,708+14.6% | Added |
| Columbia Asset Management | 13,258 | $947.0K | 0.23% | −695−5.0% | Reduced |
| SG Americas Securities, LLC | 13,214 | $944.0K | 0.01% | −43,270−76.6% | Reduced |
| Toroso Investments, LLC | 13,201 | $943.0K | 0.04% | −85−0.6% | Reduced |
| RDA Financial Network | 13,190 | $941.9K | 0.47% | +761+6.1% | Added |
| Palumbo Wealth Management LLC | 13,158 | $939.6K | 0.75% | +559+4.4% | Added |
| Gradient Investments LLC | 13,095 | $935.1K | 0.03% | −415−3.1% | Reduced |
| Grimes & Company, Inc. | 13,037 | $931.0K | 0.04% | +4,004+44.3% | Added |
| ProVise Management Group, LLC | 13,020 | $929.8K | 0.09% | −1,299−9.1% | Reduced |
| Pearl River Capital, LLC | 12,879 | $919.7K | 0.16% | +12,879 | New |
| Kovack Advisors, Inc. | 12,842 | $917.0K | 0.13% | +4,179+48.2% | Added |
| Blue Fin Capital, Inc. | 12,782 | $912.8K | 0.33% | −151−1.2% | Reduced |
| Magnolia Capital Advisors LLC | 12,759 | $911.0K | 0.61% | +26+0.2% | Added |
| Court Place Advisors, LLC | 12,752 | $910.6K | 0.33% | −432−3.3% | Reduced |
| Resources Management Corp | 12,745 | $910.0K | 0.14% | 00.0% | Unchanged |
| Country Club Bank | 12,658 | $903.9K | 0.08% | +110+0.9% | Added |
| Widmann Financial Services, Inc. | 12,650 | $903.3K | 0.95% | +113+0.9% | Added |
| Checchi Capital Advisers, LLC | 12,633 | $902.1K | 0.09% | −1,530−10.8% | Reduced |
| Guardian Wealth Advisors, LLC | 12,546 | $895.9K | 0.17% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12,545 | $895.8K | 0.09% | −701−5.3% | Reduced |
| Rocky Mountain Advisers, LLC | 12,525 | $894.0K | 0.50% | 00.0% | Unchanged |
| Trust Co of Virginia | 12,516 | $893.8K | 0.10% | +8,916+247.7% | Added |
| ForthRight Wealth Management, LLC | 12,515 | $893.7K | 0.46% | +42+0.3% | Added |