Southern Co

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0000092122

SEC filings (opens in a new tab)

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 classesSOJC SOJD SOJE SOJF SOMN

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

Value heldQ1 2021: $39.2B

Institutions holding SO and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Mountain Capital Investment Advisors, Inc	18,584	$1.18M	0.59%	–	–
Colony Group LLC	19,059	$1.19M	0.02%	–	–
Grove Bank & Trust	19,071	$1.19M	0.28%	–	–
Robbins Farley LLC	17,940	$1.19M	1.05%	–	–
Moody National Bank Trust Division	19,239	$1.20M	0.03%	–	–
Laurel Wealth Advisors, Inc.	19,235	$1.20M	0.18%	–	–
Shelton Capital Management	19,286	$1.20M	0.04%	–	–
HawsGoodwin Investment Management LLC	19,306	$1.20M	0.38%	–	–
B. Metzler seel. Sohn & Co. Holding AG	19,469	$1.21M	0.02%	–	–
Private Trust Co NA	19,484	$1.21M	0.20%	–	–
Fiduciary Trust Co	19,532	$1.21M	0.02%	–	–
Smith, Moore & Co.	19,590	$1.22M	0.20%	–	–
Hussman Strategic Advisors, Inc.	20,000	$1.24M	0.26%	–	–
Madden Securities Corp	20,016	$1.24M	0.73%	–	–
Patten & Patten Inc	20,402	$1.27M	0.10%	–	–
KCM Investment Advisors LLC	20,486	$1.27M	0.06%	–	–
Southeast Asset Advisors Inc.	20,671	$1.28M	0.23%	–	–
Community Bank, N.A.	20,746	$1.29M	0.16%	–	–
Sheets Smith Wealth Management	20,775	$1.29M	0.19%	–	–
Strategy Asset Managers LLC	20,773	$1.29M	0.30%	–	–
Bank Ozk	20,792	$1.29M	0.60%	–	–
Northwest Bancshares, Inc.	21,339	$1.33M	0.31%	–	–
NorthRock Partners, LLC	21,430	$1.33M	0.12%	–	–
Rafferty Asset Management, LLC	21,513	$1.34M	0.01%	–	–
Excalibur Management Corp	21,639	$1.34M	0.66%	–	–
Wedbush Securities Inc	21,662	$1.35M	0.07%	–	–
Forte Capital LLC	21,927	$1.36M	0.21%	–	–
Cullinan Associates Inc	22,020	$1.37M	0.08%	–	–
Ellsworth Advisors, LLC	22,204	$1.38M	0.83%	–	–
SevenBridge Financial Group, LLC	22,217	$1.38M	0.50%	–	–
Cipher Capital LP	22,249	$1.38M	0.16%	–	–
CapWealth Advisors, LLC	22,280	$1.39M	0.16%	–	–
Old North State Trust, LLC	22,526	$1.40M	1.11%	–	–
Spreng Capital Management, Inc.	22,721	$1.41M	0.98%	–	–
CWS Financial Advisors, LLC	22,812	$1.42M	0.61%	–	–
Sandy Spring Bank	22,866	$1.42M	0.08%	–	–
Evercore Wealth Management, LLC	22,931	$1.43M	0.03%	–	–
Consolidated Planning Corp	23,032	$1.43M	0.91%	–	–
Stolper Co	23,085	$1.44M	0.74%	–	–
Verdence Capital Advisors LLC	23,096	$1.44M	0.24%	–	–
Dynamic Advisor Solutions LLC	23,352	$1.45M	0.13%	–	–
JT Stratford LLC	23,647	$1.47M	0.52%	–	–
Rational Advisors LLC	23,667	$1.47M	0.27%	–	–
Community Bank of Raymore	23,730	$1.48M	0.49%	–	–
Longfellow Investment Management Co LLC	23,741	$1.48M	0.18%	–	–
Brown Brothers Harriman & Co	23,827	$1.48M	0.01%	–	–
StoneX Group Inc.	23,921	$1.49M	0.27%	–	–
Parsons Capital Management Inc	24,268	$1.51M	0.12%	–	–
Green Square Capital Advisors LLC	24,410	$1.52M	0.50%	–	–
Bard Financial Services, Inc.	24,460	$1.52M	0.15%	–	–
Burns J W & Co Inc	24,520	$1.52M	0.26%	–	–
Mainstay Capital Management LLC	24,514	$1.52M	0.47%	–	–
Trexquant Investment LP	24,697	$1.53M	0.14%	–	–
Soltis Investment Advisors LLC	24,785	$1.54M	0.28%	–	–
McKinley Carter Wealth Services, Inc.	24,810	$1.54M	0.13%	–	–
First Midwest Bank Trust Division	24,822	$1.54M	0.21%	–	–
Aptus Capital Advisors, LLC	24,848	$1.54M	0.08%	–	–
Hartford Financial Management Inc.	24,949	$1.55M	0.38%	–	–
Bailard, Inc.	25,123	$1.56M	0.06%	–	–
Everence Capital Management Inc	25,121	$1.56M	0.14%	–	–
Regentatlantic Capital LLC	25,142	$1.56M	0.05%	–	–
NTV Asset Management LLC	25,155	$1.56M	0.29%	–	–
Jacobi Capital Management LLC	25,325	$1.57M	0.23%	–	–
Holderness Investments Co	25,427	$1.58M	0.57%	–	–
Farmers & Merchants Investments Inc	25,495	$1.58M	0.08%	–	–
Crawford Investment Counsel Inc	25,765	$1.60M	0.04%	–	–
Buckingham Strategic Wealth, LLC	25,777	$1.60M	0.08%	–	–
Coastal Bridge Advisors, LLC	25,773	$1.60M	0.29%	–	–
Denali Advisors LLC	25,900	$1.61M	0.49%	–	–
United Bank	25,958	$1.61M	1.13%	–	–
Viking Fund Management LLC	26,000	$1.62M	0.48%	–	–
LS Investment Advisors, LLC	26,009	$1.62M	0.09%	–	–
Lido Advisors, LLC	26,093	$1.62M	0.05%	–	–
Mogy Joel R Investment Counsel Inc	26,117	$1.62M	0.16%	–	–
John G Ullman & Associates Inc	26,150	$1.63M	0.22%	–	–
Bennicas & Associates, Inc.	26,166	$1.63M	0.93%	–	–
Johnson Investment Counsel Inc	26,311	$1.64M	0.02%	–	–
Nachman Norwood & Parrott, Inc	26,442	$1.64M	0.18%	–	–
Peoples Financial Services Corp.	26,545	$1.65M	0.72%	–	–
Dean Investment Associates, LLC	26,956	$1.68M	0.32%	–	–
TFG Advisers LLC	27,023	$1.68M	0.87%	–	–
Citizens National Bank Trust Department	27,039	$1.68M	0.51%	–	–
Calamos Wealth Management LLC	27,086	$1.68M	0.14%	–	–
Gotham Asset Management, LLC	27,276	$1.70M	0.08%	–	–
National Asset Management, Inc.	27,414	$1.71M	0.06%	–	–
J.W. Cole Advisors, Inc.	27,503	$1.71M	0.16%	–	–
International Assets Investment Management, LLC	27,762	$1.72M	0.16%	–	–
Carroll Financial Associates, Inc.	27,651	$1.72M	0.11%	–	–
Kavar Capital Partners Group, LLC	28,076	$1.75M	0.47%	–	–
Nepsis, Inc.	28,399	$1.76M	0.56%	–	–
HNP Capital LLC	28,482	$1.77M	0.52%	–	–
Leelyn Smith, LLC	28,571	$1.78M	0.53%	–	–
Waters Parkerson & Co., LLC	28,643	$1.78M	0.11%	–	–
Vectors Research Management, LLC	28,713	$1.78M	0.49%	–	–
NBT Bank N A	28,766	$1.79M	0.26%	–	–
Essex Financial Services, Inc.	28,794	$1.79M	0.32%	–	–
Brown Advisory Inc	28,803	$1.79M	0.00%	–	–
Trustco Bank Corp N Y	29,045	$1.80M	1.52%	–	–
Peapack Gladstone Financial Corp	29,180	$1.81M	0.05%	–	–
Laurel Wealth Advisors LLC	29,363	$1.82M	0.44%	–	–