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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
Huntington National Bank87,505$5.44M0.07%––
Oregon Public Employees Retirement Fund87,705$5.45M0.06%––
Norinchukin Bank, The87,905$5.46M0.08%––
ING Groep NV87,912$5.46M0.11%––
Homrich & Berg88,731$5.52M0.14%––
Umb Bank N A88,945$5.53M0.14%––
NN Investment Partners Holdings N.V.89,396$5.56M0.03%––
Sumitomo Mitsui DS Asset Management Company, Ltd89,458$5.56M0.15%––
Securian Asset Management, Inc89,561$5.57M0.12%––
Massmutual Trust Co FSB89,625$5.57M0.26%––
Blair William & Co89,663$5.57M0.02%––
New England Asset Management Inc89,995$5.59M0.11%––
Carret Asset Management, LLC90,852$5.65M0.70%––
Pinnacle Financial Partners Inc91,997$5.72M0.26%––
Acadian Asset Management LLC92,307$5.74M0.02%––
Raymond James Trust N.A.92,692$5.76M0.20%––
Aull & Monroe Investment Management Corp93,481$5.81M2.83%––
Cahaba Wealth Management, Inc.93,672$5.82M0.90%––
MUFG Securities EMEA plc94,800$5.89M0.05%––
Private Advisor Group, LLC96,913$6.03M0.06%––
Principle Wealth Partners LLC96,927$6.03M0.72%––
Biondo Investment Advisors, LLC97,373$6.11M1.22%––
Greenwood Gearhart Inc98,468$6.12M1.09%––
Advisors Asset Management, Inc.99,085$6.16M0.10%––
Nissay Asset Management Corp100,007$6.22M0.06%––
Fifth Third Bancorp100,482$6.25M0.03%––
First PREMIER Bank100,626$6.25M2.21%––
CIBC World Markets Corp100,733$6.26M0.04%––
MainStreet Investment Advisors LLC101,286$6.30M0.52%––
Caisse de Depot Et Placement du Quebec101,300$6.30M0.01%––
Signature Wealth Management Group102,035$6.34M3.73%––
Core Alternative Capital102,204$6.35M1.81%––
Public Sector Pension Investment Board102,411$6.37M0.04%––
Cetera Investment Advisers102,783$6.39M0.13%––
Mayflower Financial Advisors, LLC103,156$6.41M0.96%––
Banque Cantonale Vaudoise104,463$6.49M0.33%––
South Dakota Investment Council110,151$6.85M0.11%––
IFM Investors Pty Ltd110,462$6.87M0.18%––
Kanawha Capital Management LLC110,681$6.88M0.67%––
Greystone Financial Group, LLC108,770$7.16M1.82%––
KBC Group NV116,533$7.24M0.03%––
Trustmark National Bank Trust Department116,708$7.25M0.60%––
Bragg Financial Advisors, Inc117,268$7.29M0.49%––
Achmea Investment Management B.V.117,498$7.30M0.25%––
Brinker Capital Investments, LLC118,035$7.34M0.11%––
Tower Research Capital LLC (TRC)118,176$7.35M0.12%––
Dai-Ichi Life Insurance Company, Ltd118,182$7.35M0.10%––
Vestcor Inc119,002$7.40M0.28%––
Hartford Investment Management Co119,280$7.41M0.19%––
Westpac Banking Corp119,386$7.42M0.08%––
Edgemoor Investment Advisors, Inc.119,839$7.45M0.75%––
Thrivent Financial for Lutherans120,018$7.46M0.02%––
AXA S.A.120,615$7.50M0.02%––
Marshall Wace North America L.P.120,873$7.51M0.03%––
Associated Banc-Corp141,850$7.68M0.48%––
Marshall Wace, LLP127,371$7.92M0.04%––
Buckhead Capital Management LLC129,061$8.02M1.87%––
Becker Capital Management Inc129,355$8.04M0.36%––
TCTC Holdings, LLC129,656$8.06M0.38%––
Redpoint Investment Management Pty Ltd130,232$8.10M0.68%––
Metropolitan Life Insurance Co130,529$8.11M0.12%––
Stephens Inc131,751$8.19M0.13%––
Brandywine Global Investment Management, LLC131,936$8.20M0.06%––
HRT Financial LP133,179$8.28M0.08%––
Illinois Municipal Retirement Fund134,562$8.36M0.37%––
Rockland Trust Co134,621$8.37M0.60%––
Bridgeworth, LLC134,914$8.39M2.65%––
Nisa Investment Advisors, LLC136,479$8.48M0.05%––
Advisors Management Group Inc136,506$8.48M2.67%––
Mutual of America Capital Management LLC136,601$8.49M0.09%––
Morgan Dempsey Capital Management LLC136,688$8.50M2.68%––
Keybank National Association137,299$8.54M0.04%––
Northern Oak Wealth Management Inc137,618$8.55M1.11%––
M&T Bank Corp138,281$8.59M0.04%––
Eagle Ridge Investment Management138,730$8.62M1.04%––
Aigen Investment Management, LP139,569$8.68M1.15%––
AE Wealth Management LLC139,778$8.69M0.09%––
ProShare Advisors LLC142,499$8.86M0.03%––
DnB Asset Management AS142,602$8.86M0.06%––
CIBC Private Wealth Group, LLC144,391$8.97M0.02%––
Agf Investments Inc.145,191$9.03M0.07%––
Leavell Investment Management, Inc.147,034$9.14M0.74%––
Panagora Asset Management Inc147,532$9.17M0.05%––
Eaton Vance Management148,121$9.21M0.01%––
Captrust Financial Advisors151,784$9.44M0.10%––
Intact Investment Management Inc.152,500$9.48M0.29%––
SG Americas Securities, LLC158,771$9.87M0.06%––
Hexavest Inc.161,878$10.1M0.45%––
Van Eck Associates Corp162,290$10.1M0.03%––
Te Ahumairangi Investment Management Ltd163,463$10.2M1.30%––
Arbor Wealth Management, LLC163,576$10.2M3.00%––
Connor, Clark & Lunn Investment Management Ltd.163,657$10.2M0.06%––
Calamos Advisors LLC164,093$10.2M0.06%––
Maryland Capital Management166,973$10.4M0.69%––
CIBC Asset Management Inc169,489$10.5M0.04%––
Virginia Retirement Systems Et Al170,000$10.6M0.10%––
Prudential PLC172,142$10.7M0.07%––
Balyasny Asset Management LLC172,449$10.7M0.06%––
Commerce Bank172,487$10.7M0.08%––
British Columbia Investment Management Corp173,551$10.8M0.08%––