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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
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main47,754$2.97M0.01%––
Sowell Financial Services LLC45,046$2.98M0.10%––
Profund Advisors LLC47,898$2.98M0.11%––
Northwestern Mutual Investment Management Company, LLC47,900$2.98M0.05%––
Palisade Asset Management, LLC47,964$2.98M0.38%––
FAI Wealth Management48,013$2.98M2.58%––
Quadrature Capital Ltd48,070$2.99M0.14%––
NewSquare Capital LLC48,238$3.00M0.39%––
Ziegler Capital Management, LLC48,279$3.00M0.09%––
Folger Nolan Fleming Douglas Capital Management, Inc48,815$3.03M0.37%––
Pettyjohn, Wood & White, Inc48,905$3.04M0.72%––
Neuberger Berman Group LLC51,671$3.06M0.00%––
Montag A & Associates Inc49,641$3.09M0.17%––
Quantitative Investment Management, LLC50,211$3.12M0.26%––
Avantax Advisory Services, Inc.50,850$3.16M0.07%––
Sugarloaf Wealth Management, LLC51,271$3.17M0.95%––
First National Trust Co51,146$3.18M0.21%––
Mirae Asset Global Investments Co., Ltd.51,164$3.18M0.01%––
Stratos Wealth Partners, LTD.51,187$3.18M0.09%––
Tiaa, FSB51,993$3.23M0.01%––
Dixon Hubard Feinour & Brown Inc53,118$3.30M0.78%––
Rench Wealth Management, Inc.53,122$3.30M1.72%––
Fulton Bank, N.A.53,151$3.30M0.17%––
City Holding Co53,410$3.32M0.63%––
Money Concepts Capital Corp53,554$3.33M0.27%––
Daiwa Securities Group Inc.53,667$3.34M0.02%––
Benjamin F. Edwards & Company, Inc.54,104$3.36M0.18%––
Goelzer Investment Management, Inc.54,258$3.37M0.30%––
Meiji Yasuda Asset Management Co Ltd.55,564$3.45M0.26%––
Harbour Investments, Inc.55,859$3.47M0.12%––
Telos Capital Management, Inc.56,205$3.49M0.50%––
Davenport & Co LLC56,252$3.50M0.03%––
Woodley Farra Manion Portfolio Management Inc56,712$3.52M0.29%––
Shilanski & Associates, Inc.56,763$3.53M1.88%––
Community Bank & Trust, Waco, Texas56,939$3.54M1.20%––
Bridge Creek Capital Management LLC57,029$3.54M1.37%––
Visionary Wealth Advisors57,202$3.56M0.37%––
Amalgamated Bank57,735$3.59M0.13%––
Pacer Advisors, Inc.58,507$3.64M0.06%––
Institutional & Family Asset Management, LLC58,725$3.65M0.71%––
Baugh & Associates, LLC59,375$3.69M2.44%––
Stratos Wealth Advisors, LLC59,445$3.69M0.39%––
Wesbanco Bank Inc59,823$3.72M0.15%––
D.A. Davidson & Co.60,007$3.73M0.05%––
Insight Folios Inc61,650$3.83M2.62%––
Anchor Investment Management, LLC62,035$3.86M0.59%––
Private Asset Management Inc62,307$3.87M0.54%––
Schaper Benz & Wise Investment Counsel Inc64,025$3.98M0.39%––
Kentucky Retirement Systems64,473$4.01M0.20%––
Louisiana State Employees Retirement System65,500$4.07M0.11%––
Holloway Wealth Management, LLC–$4.07M1.35%––
Oppenheimer & Co Inc65,790$4.09M0.08%––
IFG Advisory, LLC66,201$4.12M0.51%––
First Republic Investment Management, Inc.66,461$4.13M0.01%––
Monte Financial Group, LLC66,595$4.14M2.54%––
New Mexico Educational Retirement Board66,787$4.15M0.16%––
Moors & Cabot, Inc.66,895$4.16M0.32%––
Naples Global Advisors, LLC67,240$4.18M0.64%––
Crossmark Global Holdings, Inc.67,422$4.19M0.10%––
Siemens Fonds Invest GmbH67,663$4.21M0.41%––
Brookstone Capital Management68,095$4.23M0.16%––
Bell Bank68,386$4.25M0.61%––
Alerus Financial NA68,461$4.26M0.45%––
Orion Portfolio Solutions, LLC69,073$4.29M0.19%––
Sigma Planning Corp69,472$4.32M0.14%––
Birmingham Capital Management Co Inc69,505$4.32M1.62%––
Mariner, LLC69,492$4.32M0.03%––
Thomasville National Bank80,289$4.35M0.81%––
Chronos Wealth Management, LLC70,283$4.37M3.31%––
McRae Capital Management Inc71,109$4.42M1.09%––
Atria Investments LLC72,173$4.49M0.10%––
Wealthfront Advisers LLC72,732$4.52M0.02%––
Hantz Financial Services, Inc.73,637$4.58M0.19%––
Clearbridge Investments, LLC74,864$4.65M0.00%––
Steward Partners Investment Advisory, LLC75,055$4.67M0.08%––
Schnieders Capital Management LLC75,884$4.72M1.41%––
Elo Mutual Pension Insurance Co76,201$4.74M0.16%––
Fisher Asset Management, LLC76,457$4.75M0.00%––
Exchange Traded Concepts, LLC76,886$4.78M0.18%––
Mercer Global Advisors Inc77,181$4.80M0.04%––
Bokf, NA77,451$4.81M0.09%––
TD Private Client Wealth LLC77,790$4.84M0.23%––
Los Angeles Capital Management LLC77,805$4.84M0.02%––
RFG Advisory, LLC78,039$4.85M0.53%––
First Horizon Corp79,372$4.93M0.47%––
Sky Investment Group LLC80,550$5.01M1.20%––
Maryland State Retirement & Pension System80,905$5.03M0.17%––
BCM Advisors, LLC77,042$5.03M1.52%––
Teachers Retirement System of the State of Kentucky81,050$5.04M0.05%––
Advisory Services Network, LLC82,007$5.10M0.19%––
Old Point Trust & Financial Services N A82,401$5.12M2.38%––
Banco Bilbao Vizcaya Argentaria, S.A.82,740$5.13M0.10%––
QS Investors, LLC82,698$5.14M0.06%––
Cetera Advisors LLC82,980$5.16M0.14%––
Glenmede Trust Co NA83,239$5.17M0.03%––
Sound View Wealth Advisors Group, LLC83,624$5.20M1.21%––
CIBC World Markets Inc.83,941$5.22M0.02%––
Central Trust Co84,510$5.25M0.21%––
Fiduciary Group LLC79,562$5.26M0.64%––
Jupiter Asset Management Ltd86,646$5.39M0.05%––