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
Shell Asset Management Co	29,409	$1.83M	0.04%	–	–
Kentucky Retirement Systems Insurance Trust Fund	29,409	$1.83M	0.20%	–	–
Warren Averett Asset Management, LLC	28,928	$1.85M	0.18%	–	–
Wealthspire Advisors, LLC	29,902	$1.86M	0.04%	–	–
GWM Advisors LLC	29,979	$1.86M	0.06%	–	–
Systematic Alpha Investments, LLC	30,000	$1.86M	0.12%	–	–
Jones Road Capital Management, L.P.	30,000	$1.86M	1.39%	–	–
Tokio Marine Asset Management Co Ltd	30,022	$1.87M	0.19%	–	–
First City Capital Management, Inc.	29,330	$1.89M	1.09%	–	–
Farmers National Bank	30,716	$1.91M	0.73%	–	–
Access Financial Services, Inc.	31,305	$1.95M	0.91%	–	–
Donaldson Capital Management, LLC	31,582	$1.96M	0.11%	–	–
Day & Ennis, LLC	31,870	$1.98M	0.75%	–	–
Hengehold Capital Management LLC	31,879	$1.98M	0.27%	–	–
OneAscent Wealth Management LLC	31,960	$1.99M	0.85%	–	–
Level Four Advisory Services, LLC	31,986	$1.99M	0.15%	–	–
Stewardship Financial Advisors, LLC	32,302	$2.01M	0.70%	–	–
Centaurus Financial, Inc.	32,576	$2.02M	0.20%	–	–
Nicholas Hoffman & Company, LLC.	32,713	$2.03M	0.41%	–	–
GSB Wealth Management, LLC	32,744	$2.04M	0.68%	–	–
Oakworth Capital, Inc.	32,800	$2.04M	0.23%	–	–
Azimuth Capital Management LLC	33,100	$2.06M	0.10%	–	–
Diversified Portfolios, Inc.	33,365	$2.07M	0.68%	–	–
Mechanics Bank Trust Department	33,857	$2.10M	0.36%	–	–
South State Corp.	33,984	$2.11M	0.20%	–	–
HighPoint Advisor Group LLC	33,856	$2.12M	0.25%	–	–
Pinkerton Retirement Specialists, LLC	34,275	$2.13M	0.45%	–	–
BP PLC	34,328	$2.13M	0.07%	–	–
World Asset Management Inc	32,335	$2.14M	0.19%	–	–
Rothschild Investment Corp	35,305	$2.19M	0.19%	–	–
Sumitomo Life Insurance Co	35,371	$2.20M	0.09%	–	–
Brooks, Moore & Associates, Inc.	35,431	$2.20M	1.49%	–	–
Clarkston Capital Partners, LLC	35,580	$2.21M	0.04%	–	–
Hayek Kallen Investment Management	35,598	$2.21M	1.00%	–	–
Lantz Financial LLC	35,640	$2.21M	1.26%	–	–
Foster Victor Wealth Advisors, LLC	34,848	$2.21M	0.41%	–	–
Family Legacy, Inc.	35,769	$2.22M	1.06%	–	–
IBM Retirement Fund	35,877	$2.23M	0.16%	–	–
Harbor Financial Services, LLC	35,967	$2.24M	1.04%	–	–
Sheaff Brock Investment Advisors, LLC	36,026	$2.24M	0.24%	–	–
Pinnacle Associates Ltd	36,153	$2.25M	0.04%	–	–
Dearborn Partners LLC	36,511	$2.27M	0.10%	–	–
Veritable, L.P.	36,574	$2.27M	0.04%	–	–
Woodmont Investment Counsel LLC	36,724	$2.28M	0.39%	–	–
Y-Intercept (Hong Kong) Ltd	37,375	$2.30M	0.62%	–	–
Bank of Hawaii	37,272	$2.32M	0.14%	–	–
Schonfeld Strategic Advisors LLC	37,434	$2.33M	0.03%	–	–
First Fiduciary Investment Counsel, Inc.	37,660	$2.34M	0.45%	–	–
Proequities, Inc.	37,704	$2.34M	0.16%	–	–
Lakeview Capital Partners, LLC	37,901	$2.36M	1.01%	–	–
Cigna Investments Inc	38,012	$2.36M	0.16%	–	–
Wills Financial Group, Inc.	38,034	$2.36M	1.15%	–	–
Argyle Capital Management Inc.	38,059	$2.37M	0.80%	–	–
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	38,348	$2.38M	0.01%	–	–
Csenge Advisory Group	38,060	$2.39M	0.24%	–	–
Simmons Bank	38,784	$2.41M	0.18%	–	–
Global Wealth Management Investment Advisory, Inc.	38,873	$2.42M	0.87%	–	–
Roosevelt Investment Group LLC	38,916	$2.42M	0.16%	–	–
Argent Trust Co	39,378	$2.45M	0.17%	–	–
Main Street Financial Solutions, LLC	39,411	$2.45M	0.44%	–	–
Cetera Advisor Networks LLC	39,718	$2.47M	0.05%	–	–
Cornercap Investment Counsel Inc	39,888	$2.48M	0.28%	–	–
Advisor Partners LLC	39,924	$2.48M	0.18%	–	–
United Asset Strategies, Inc.	40,048	$2.49M	0.36%	–	–
Voya Financial Advisors, Inc.	40,540	$2.50M	0.10%	–	–
Greatmark Investment Partners, Inc.	40,223	$2.50M	0.49%	–	–
Brick & Kyle, Associates	40,237	$2.50M	1.38%	–	–
Doyle Wealth Management	40,325	$2.51M	0.24%	–	–
All Terrain Financial Advisors, LLC	40,507	$2.52M	1.20%	–	–
First Bank & Trust	40,576	$2.52M	1.27%	–	–
Geneos Wealth Management Inc.	38,757	$2.56M	0.07%	–	–
Sovereign Financial Group, Inc.	41,332	$2.57M	1.61%	–	–
Murphy, Middleton, Hinkle & Parker, Inc.	41,339	$2.57M	1.50%	–	–
Mitchell McLeod Pugh & Williams Inc	41,355	$2.57M	1.08%	–	–
Optimal Asset Management, Inc.	41,516	$2.58M	0.33%	–	–
Tudor Investment Corp Et Al	42,042	$2.61M	0.06%	–	–
Hancock Whitney Corp	42,046	$2.61M	0.09%	–	–
Spire Wealth Management	42,706	$2.63M	0.07%	–	–
Zions Bancorporation, N.A.	42,455	$2.64M	0.30%	–	–
Signaturefd, LLC	42,509	$2.64M	0.12%	–	–
Seeyond	42,522	$2.64M	0.27%	–	–
Quantbot Technologies LP	42,651	$2.65M	0.25%	–	–
Cullen/Frost Bankers, Inc.	42,665	$2.65M	0.06%	–	–
Wilbanks Smith & Thomas Asset Management LLC	42,823	$2.66M	0.12%	–	–
6 Meridian	43,061	$2.68M	0.23%	–	–
BBVA USA Bancshares, Inc.	43,249	$2.69M	0.13%	–	–
MTM Investment Management, LLC	43,295	$2.69M	1.52%	–	–
D L Carlson Investment Group Inc	43,973	$2.73M	0.50%	–	–
Armor Investment Advisors, LLC	44,094	$2.74M	1.78%	–	–
Lincoln National Corp	44,236	$2.75M	0.07%	–	–
Northstar Investment Advisors LLC	44,332	$2.76M	0.40%	–	–
Wealth Advisors of Tampa Bay, LLC	44,887	$2.79M	1.65%	–	–
Xponance, Inc.	45,029	$2.80M	0.06%	–	–
Selective Wealth Management, Inc.	45,031	$2.80M	2.55%	–	–
ZWJ Investment Counsel Inc	45,165	$2.81M	0.17%	–	–
Canandaigua National Corp	45,172	$2.81M	0.47%	–	–
Eudaimonia Partners, LLC	46,479	$2.89M	0.60%	–	–
Magnetar Financial LLC	47,404	$2.95M	0.03%	–	–
LMR Partners LLP	47,707	$2.96M	0.07%	–	–
Assenagon Asset Management S.A.	47,739	$2.97M	0.02%	–	–