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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 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q1 2021

Institutional positions in Southern Co as of Mar 31, 2021. 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
1,491
No complete 13F data for Q4 2020
Shares held
631.6M
No complete 13F data for Q4 2020
Total value
$39.2B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,491 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ1 2021: $39.2B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Southern Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.318$200.00%––
Financial Perspectives, Inc15,913$2560.01%––
HBC Financial Services, PLLC7$4670.00%––
FIL Ltd12$1.00K0.00%––
American National Bank9$1.00K0.00%––
Transamerica Financial Advisors, Inc.10$1.00K0.02%––
Wolff Wiese Magana LLC17$1.00K0.00%––
Raffa Wealth Management, LLC19$1.18K0.00%––
Arlington Partners LLC37$2.00K0.00%––
Plante Moran Financial Advisors, LLC27$2.00K0.00%––
Costello Asset Management, INC37$2.00K0.00%––
Grandview Asset Management LLC37$2.00K0.00%––
Hudock, Inc.55$3.00K0.00%––
Fiduciary Planning LLC48$3.00K0.00%––
Key Financial Inc43$3.00K0.00%––
Standard Family Office LLC51$3.00K0.00%––
DB Wealth Management Group, LLC50$3.00K0.00%––
True Link Financial Advisors, LLC47$3.00K0.00%––
JFS Wealth Advisors, LLC66$4.00K0.00%––
Tortoise Investment Management, LLC65$4.00K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC70$4.00K0.00%––
Pacitti Group Inc.94$5.00K0.00%––
Better Money Decisions, LLC73$5.00K0.01%––
Barrett Asset Management, LLC90$6.00K0.00%––
Winch Advisory Services, LLC97$6.00K0.00%––
Atlas Private Wealth Advisors100$6.00K0.00%––
KB Financial Partners, LLC102$6.00K0.00%––
San Francisco Sentry Investment Group (Ca)114$7.00K0.00%––
Smith Asset Management Group LP128$8.00K0.00%––
Westchester Capital Management, Inc.134$8.00K0.00%––
Black Swift Group, LLC125$8.00K0.00%––
Tower View Investment Management & Research LLC128$8.00K0.00%––
Stephenson National Bank & Trust140$9.00K0.01%––
Westside Investment Management, Inc.157$9.00K0.00%––
CenterStar Asset Management, LLC–$9.00K0.01%––
CNB Bank152$9.00K0.01%––
Savior LLC159$10.0K0.01%––
Resolute Partners Group200$10.0K0.00%––
Bourgeon Capital Management LLC175$11.0K0.00%––
Wealthcare Capital Management LLC169$11.0K0.00%––
Brand Asset Management Group, Inc.169$11.0K0.01%––
Atlas Private Wealth Management176$11.0K0.01%––
WD Rutherford LLC173$11.0K0.01%––
Spectrum Management Group, LLC200$12.0K0.00%––
Riverview Trust Co194$12.0K0.01%––
Cordasco Financial Network200$12.0K0.01%––
Gemmer Asset Management LLC192$12.0K0.00%––
TSFG, LLC200$12.0K0.01%––
Kelly Financial Services LLC206$12.8K0.01%––
CSat Investment Advisory, L.P.217$13.0K0.01%––
Highlander Capital Management, LLC220$14.0K0.01%––
Cribstone Capital Management, LLC225$14.0K0.01%––
Meridian Wealth Partners, LLC222$14.0K0.00%––
TD Capital Management LLC246$15.0K0.00%––
Regal Wealth Group, Inc.249$15.0K0.01%––
CBIZ Investment Advisory Services, LLC–$15.0K0.00%––
Walled Lake Planning & Wealth Management, LLC240$15.0K0.01%––
Phoenix Wealth Advisors250$16.0K0.01%––
Tucker Asset Management LLC270$16.8K0.01%––
RPG Investment Advisory, LLC275$17.0K0.00%––
Evolution Wealth Advisors, LLC266$17.0K0.00%––
Edge Wealth Management LLC290$18.0K0.00%––
Laurel Wealth Planning LLC301$19.0K0.02%––
Whittier Trust Co of Nevada Inc320$20.0K0.00%––
Lee Financial Co325$20.0K0.00%––
Sageworth Trust Co325$20.0K0.00%––
First Personal Financial Services320$20.0K0.01%––
Tradewinds Capital Management, LLC338$21.0K0.00%––
MBM Wealth Consultants, LLC345$21.0K0.01%––
Atlas Capital Advisors LLC350$21.8K0.00%––
Coastal Capital Group, Inc.358$22.0K0.01%––
Semmax Financial Advisors Inc.359$22.0K0.01%––
Retirement Group, LLC376$23.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA392$24.4K0.04%––
Exane Derivatives399$24.8K0.01%––
Barnett & Company, Inc.400$25.0K0.01%––
IMA Wealth, Inc.431$27.0K0.01%––
Valley National Advisers Inc447$28.0K0.01%––
Atwood & Palmer Inc450$28.0K0.00%––
BDO Wealth Advisors, LLC450$28.0K0.00%––
IAG Wealth Partners, LLC462$29.0K0.01%––
Stuart Chaussee & Associates, Inc.485$30.0K0.01%––
ShoreHaven Wealth Partners, LLC477$30.0K0.02%––
D'Orazio & Associates, Inc.500$31.0K0.01%––
Sterling Investment Advisors, Ltd.500$31.0K0.01%––
Canton Hathaway, LLC500$31.0K0.01%––
Carolina Wealth Advisors, LLC502$31.0K0.02%––
SOA Wealth Advisors, LLC.520$32.0K0.01%––
Flagship Private Wealth, LLC522$32.8K0.03%––
Endurance Wealth Management, Inc.534$33.0K0.00%––
Corbenic Partners LLC534$33.0K0.01%––
Lenox Wealth Advisors, LLC527$33.0K0.00%––
Moser Wealth Advisors, LLC537$33.0K0.02%––
Seven Springs Wealth Group, LLC525$33.0K0.02%––
Farmers & Merchants Trust Co of Chambersburg PA552$34.0K0.03%––
Alpha DNA Investment Management LLC591$36.0K0.04%––
Webster Bank, N. A.596$37.0K0.00%––
Cascade Investment Advisors, Inc.600$37.3K0.02%––
Prestige Wealth Management Group LLC614$38.0K0.01%––
Sterling Financial Planning, Inc.626$39.0K0.03%––