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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 12,500 | $893.0K | 0.00% | −3,147−20.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 12,494 | $892.2K | 0.23% | −145−1.1% | Reduced |
| Marino, Stram & Associates LLC | 12,413 | $886.4K | 0.28% | +70+0.6% | Added |
| RS Crum Inc. | 12,407 | $886.0K | 0.41% | −3,204−20.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 12,286 | $877.3K | 0.48% | +12,286 | New |
| Integrated Advisors Network LLC | 12,270 | $876.2K | 0.06% | +118+1.0% | Added |
| Arete Wealth Advisors, LLC | 12,247 | $874.5K | 0.08% | +3,472+39.6% | Added |
| HM Payson & Co | 12,191 | $870.5K | 0.02% | −399−3.2% | Reduced |
| Juncture Wealth Strategies, LLC | 12,188 | $870.3K | 0.41% | −900−6.9% | Reduced |
| Stonnington Group, LLC | 12,205 | $867.9K | 0.24% | −1,000−7.6% | Reduced |
| Congress Asset Management Co | 12,140 | $866.9K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 12,102 | $864.2K | 0.22% | −702−5.5% | Reduced |
| Virtue Capital Management, LLC | 12,044 | $860.1K | 0.13% | +8,937+287.6% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $856.8K | 0.73% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 11,988 | $856.0K | 0.91% | −7,757−39.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 11,984 | $855.8K | 0.21% | +1,762+17.2% | Added |
| Chicago Trust Co NA | 11,969 | $855.0K | 0.21% | +500+4.4% | Added |
| Carnegie Capital Asset Management, LLC | 11,960 | $854.1K | 0.04% | +224+1.9% | Added |
| Shepherd Financial Partners LLC | 11,946 | $853.1K | 0.15% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,942 | $853.0K | 0.59% | +201+1.7% | Added |
| Citizens Financial Group Inc | 11,851 | $846.3K | 0.03% | −2,508−17.5% | Reduced |
| Stableford Capital II LLC | 11,774 | $841.8K | 0.46% | +187+1.6% | Added |
| Plimoth Trust Co LLC | 11,772 | $841.0K | 0.27% | −185−1.5% | Reduced |
| Bellwether Advisors, LLC | 11,764 | $840.1K | 0.24% | −20,367−63.4% | Reduced |
| Clarius Group, LLC | 11,743 | $839.0K | 0.08% | +738+6.7% | Added |
| Trustcore Financial Services, LLC | 11,663 | $832.8K | 0.07% | −842−6.7% | Reduced |
| LaFleur & Godfrey LLC | 11,647 | $831.7K | 0.14% | −1,591−12.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,584 | $827.2K | 0.32% | +195+1.7% | Added |
| Aberdeen Wealth Management LLC | 11,554 | $825.1K | 0.62% | +50.0% | Added |
| Atlantic Trust, LLC | 11,510 | $822.0K | 0.27% | +56+0.5% | Added |
| RIA Advisory Group LLC | 13,878 | $819.2K | 0.47% | +13,878 | New |
| Nicollet Investment Management, Inc. | 11,461 | $818.0K | 0.47% | 00.0% | Unchanged |
| Glenview Trust Co | 11,448 | $817.5K | 0.03% | +2,299+25.1% | Added |
| Qtron Investments LLC | 11,427 | $816.0K | 0.17% | −1,658−12.7% | Reduced |
| Nwam LLC | 11,386 | $813.1K | 0.07% | +534+4.9% | Added |
| Cassaday & Co Wealth Management LLC | 11,385 | $813.0K | 0.04% | +11,385 | New |
| Avantax Planning Partners, Inc. | 11,364 | $811.5K | 0.03% | +212+1.9% | Added |
| Change Path, LLC | 11,352 | $811.0K | 0.04% | +1,695+17.6% | Added |
| Viawealth, LLC | 11,319 | $809.3K | 0.67% | +11,319 | New |
| Accurate Wealth Management, LLC | 11,327 | $805.5K | 0.30% | +3,525+45.2% | Added |
| Detalus Advisors, LLC | 11,208 | $800.3K | 0.39% | +89+0.8% | Added |
| Farmers Trust Co | 11,173 | $798.0K | 0.18% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 11,148 | $796.1K | 0.04% | −9,017−44.7% | Reduced |
| Centre Asset Management, LLC | 11,095 | $792.0K | 0.21% | −427−3.7% | Reduced |
| Center For Asset Management LLC | 11,087 | $791.7K | 0.74% | +196+1.8% | Added |
| Excalibur Management Corp | 11,084 | $791.5K | 0.41% | −53−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 10,604 | $791.4K | 0.06% | −1,846−14.8% | Reduced |
| Silverlake Wealth Management LLC | 11,042 | $788.5K | 0.49% | +50.0% | Added |
| Eudaimonia Partners, LLC | 11,005 | $785.9K | 0.19% | −6,240−36.2% | Reduced |
| Toews Corp | 11,000 | $785.5K | 0.39% | −4,000−26.7% | Reduced |
| Banque Pictet & Cie SA | 10,997 | $785.3K | 0.01% | +1,808+19.7% | Added |
| Invst, LLC | 11,602 | $785.2K | 0.12% | −782−6.3% | Reduced |
| Atlantic Union Bankshares Corp | 10,988 | $784.7K | 0.08% | −1,665−13.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,983 | $784.3K | 0.31% | +981+9.8% | Added |
| NovaPoint Capital, LLC | 10,980 | $784.1K | 0.34% | +785+7.7% | Added |
| Great Valley Advisor Group, Inc. | 10,986 | $784.0K | 0.04% | −1,907−14.8% | Reduced |
| Park National Corp | 10,969 | $783.3K | 0.03% | −1,230−10.1% | Reduced |
| Allred Capital Management, LLC | 10,883 | $777.2K | 0.43% | +319+3.0% | Added |
| Financial Advocates Investment Management | 10,870 | $776.3K | 0.06% | +1,306+13.7% | Added |
| FDx Advisors, Inc. | 10,872 | $776.0K | 0.03% | +44+0.4% | Added |
| Boston Financial Mangement LLC | 10,865 | $775.9K | 0.03% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $773.7K | 0.71% | – | New |
| Sunburst Financial Group, LLC | 10,832 | $773.5K | 0.31% | +368+3.5% | Added |
| Cooper Financial Group | 10,830 | $773.4K | 0.24% | −1,883−14.8% | Reduced |
| Valeo Financial Advisors, LLC | 10,818 | $772.5K | 0.04% | +1,296+13.6% | Added |
| Versor Investments LP | 10,800 | $771.2K | 0.07% | −36,200−77.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 10,777 | $769.6K | 0.22% | −89−0.8% | Reduced |
| Corton Capital Inc. | 10,743 | $767.2K | 0.63% | −1,240−10.3% | Reduced |
| Chesley Taft & Associates LLC | 10,688 | $763.2K | 0.05% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 10,580 | $755.5K | 0.18% | −384−3.5% | Reduced |
| Symphony Financial, Ltd. Co. | 10,383 | $752.9K | 0.20% | −1,138−9.9% | Reduced |
| Valmark Advisers, Inc. | 10,511 | $750.6K | 0.02% | −130−1.2% | Reduced |
| Jeppson Wealth Management, LLC | 10,511 | $750.6K | 0.32% | +5,877+126.8% | Added |
| First National Corp | 10,478 | $748.2K | 0.18% | −561−5.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 10,456 | $747.0K | 0.05% | +56+0.5% | Added |
| Caldwell Trust Co | 10,456 | $746.7K | 0.11% | +1,718+19.7% | Added |
| Intrust Bank NA | 10,439 | $745.4K | 0.10% | −1,641−13.6% | Reduced |
| Summit Financial Group Inc | 10,434 | $745.0K | 0.30% | 00.0% | Unchanged |
| Monetary Management Group Inc | 10,376 | $741.0K | 0.23% | 00.0% | Unchanged |
| Successful Portfolios LLC | 10,329 | $738.0K | 0.48% | −73−0.7% | Reduced |
| Cornerstone Management, Inc. | 10,333 | $737.9K | 0.21% | +10.0% | Added |
| Archford Capital Strategies, LLC | 10,300 | $735.5K | 0.17% | +466+4.7% | Added |
| Linscomb & Williams, Inc. | 10,247 | $731.8K | 0.04% | +1,953+23.5% | Added |
| North Star Investment Management Corp. | 10,242 | $731.4K | 0.06% | +202+2.0% | Added |
| Arrow Financial Corp | 10,229 | $730.0K | 0.10% | +89+0.9% | Added |
| First Dallas Securities Inc. | 10,196 | $728.0K | 0.44% | −199−1.9% | Reduced |
| Firethorn Wealth Partners, LLC | 10,031 | $716.3K | 0.61% | +299+3.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,014 | $715.1K | 0.11% | +10.0% | Added |
| Bartlett & Co. LLC | 10,011 | $715.0K | 0.01% | +15+0.2% | Added |
| Beaumont Financial Advisors, LLC | 10,011 | $714.9K | 0.07% | +10,011 | New |
| Bartlett & Co. Wealth Management LLC | 10,011 | $714.8K | 0.01% | +15+0.2% | Added |
| Franklin Street Advisors Inc | 9,977 | $712.0K | 0.07% | +6+0.1% | Added |
| Sunbelt Securities, Inc. | 9,970 | $711.9K | 0.14% | −136−1.3% | Reduced |
| Ancora Advisors, LLC | 9,918 | $708.0K | 0.02% | +19+0.2% | Added |
| Delphia (USA) Inc. | 9,897 | $706.8K | 0.82% | −2,310−18.9% | Reduced |
| Peak Planning Group, LLC | 9,897 | $706.7K | 0.62% | −91−0.9% | Reduced |
| St. Johns Investment Management Company, LLC | 9,893 | $706.5K | 0.42% | +88+0.9% | Added |
| Connectus Wealth, LLC | 9,825 | $702.0K | 0.02% | −216−2.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9,825 | $701.6K | 0.41% | −600−5.8% | Reduced |
| EPG Wealth Management LLC | 9,820 | $701.2K | 0.27% | +22+0.2% | Added |