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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 5 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
Piscataqua Savings Bank640$40.0K0.04%––
MV Capital Management, Inc.673$42.0K0.01%––
Perennial Advisors, LLC680$42.0K0.01%––
Focused Wealth Management, Inc688$43.0K0.01%––
Capital Advisors, Ltd. LLC690$43.0K0.01%––
Founders Capital Management700$44.0K0.03%––
American Research & Management Co.720$45.0K0.01%––
JNBA Financial Advisors718$45.0K0.01%––
HighMark Wealth Management LLC718$45.0K0.04%––
Total Clarity Wealth Management, Inc.730$45.0K0.03%––
Larson Financial Group LLC739$46.0K0.01%––
AllSquare Wealth Management LLC750$47.0K0.03%––
Rockbridge Investment Management, LCC750$47.0K0.01%––
Ellis Investment Partners, LLC768$48.0K0.01%––
Cowa, LLC767$49.0K0.03%––
Pin Oak Investment Advisors Inc2,000$51.0K0.04%––
RMR Wealth Builders822$51.0K0.01%––
Kistler-Tiffany Companies, LLC875$54.0K0.01%––
Cranbrook Wealth Management, LLC880$55.0K0.01%––
Certified Advisory Corp887$56.0K0.01%––
Global Trust Asset Management, LLC917$57.0K0.03%––
Northwest Investment Counselors, LLC950$59.0K0.02%––
AGF Investments LLC944$59.0K0.01%––
Moisand Fitzgerald Tamayo, LLC957$59.0K0.03%––
Pflug Koory, LLC948$59.0K0.03%––
Lindbrook Capital, LLC966$60.0K0.01%––
Bay Harbor Wealth Management, LLC969$60.0K0.03%––
Bellevue Asset Management, LLC976$61.0K0.04%––
Lountzis Asset Management, LLC1,000$62.2K0.04%––
Versant Capital Management, Inc1,040$65.0K0.02%––
Liberty Wealth Management LLC1,124$66.0K0.03%––
Johnson Financial Group, Inc.1,109$69.0K0.00%––
Asset Dedication, LLC1,146$71.0K0.02%––
McIlrath & Eck, LLC1,135$71.0K0.02%––
Princeton Global Asset Management LLC1,162$72.0K0.02%––
Evoke Wealth, LLC1,154$72.0K0.00%––
Field & Main Bank1,200$75.0K0.05%––
Migdal Insurance & Financial Holdings Ltd.1,218$76.0K0.00%––
Skandinaviska Enskilda Banken AB (publ)1,235$77.0K0.00%––
Capital Advisory Group Advisory Services, LLC1,252$78.0K0.03%––
Prentice Wealth Management LLC1,308$81.0K0.05%––
M&R Capital Management Inc1,350$83.0K0.02%––
MCF Advisors LLC1,354$84.0K0.01%––
Trust Co1,370$85.0K0.06%––
Baystate Wealth Management LLC1,383$86.0K0.01%––
Central Bank & Trust Co1,432$89.0K0.02%––
Harbor Investment Advisory, LLC1,495$93.0K0.01%––
Acima Private Wealth, LLC1,500$93.0K0.05%––
S.A. Mason LLC1,498$93.0K0.07%––
Logan Capital Management Inc1,550$96.0K0.00%––
Providence Capital Advisors, LLC1,567$97.0K0.04%––
Bogart Wealth, LLC1,589$99.0K0.01%––
NVWM, LLC1,613$100.0K0.04%––
Parkside Financial Bank & Trust1,627$101.0K0.03%––
Accel Wealth Management1,651$103.0K0.08%––
CX Institutional1,675$104.0K0.01%––
Charter Oak Capital Management, LLC1,673$104.0K0.01%––
Federation des caisses Desjardins du Quebec1,684$104.7K0.00%––
Jackson, Grant Investment Advisers, Inc.1,695$105.0K0.05%––
Norway Savings Bank1,696$105.0K0.06%––
Column Capital Advisors, LLC1,705$106.0K0.02%––
MPS Loria Financial Planners, LLC1,711$106.0K0.05%––
Hoover Financial Advisors, Inc.1,604$106.0K0.02%––
West Paces Advisors Inc.1,717$106.7K0.04%––
Legacy Bridge, LLC1,720$107.0K0.07%––
Silvant Capital Management LLC1,727$107.0K0.02%––
TFC Financial Management1,722$107.0K0.04%––
Security National Trust Co1,775$110.0K0.03%––
Assetmark, Inc1,789$111.0K0.00%––
Sonora Investment Management, LLC1,850$115.0K0.01%––
Toth Financial Advisory Corp1,910$119.0K0.02%––
Proffitt & Goodson Inc1,918$119.0K0.02%––
Private Capital Group, LLC1,913$119.0K0.03%––
Whittier Trust Co1,923$120.0K0.00%––
Heritage Wealth Management, LLC1,989$124.0K0.07%––
Manchester Capital Management LLC2,012$125.0K0.02%––
Tarbox Family Office, Inc.2,048$127.0K0.02%––
Leonteq Securities AG2,088$129.8K0.01%––
Clear Investment Research, LLC2,090$130.0K0.23%––
CVA Family Office, LLC2,090$130.0K0.05%––
Avion Wealth2,166$135.0K0.05%––
Interactive Financial Advisors2,208$137.0K0.06%––
PrairieView Partners, LLC2,226$138.0K0.02%––
Burleson & Company, LLC2,213$138.0K0.02%––
Tompkins Financial Corp2,230$139.0K0.02%––
Clearview Wealth Advisors LLC2,304$143.0K0.09%––
BerganKDV Wealth Management, LLC2,319$144.0K0.02%––
WealthShield Partners, LLC2,378$148.0K0.03%––
Essex Investment Management Co LLC2,400$149.0K0.02%––
Horan Securities, Inc.2,437$151.0K0.13%––
Brewin Dolphin Ltd2,440$151.7K0.01%––
Simon Quick Advisors, LLC2,525$156.0K0.05%––
Rosenberg Matthew Hamilton2,514$156.0K0.09%––
Cary Street Partner Investment Advisory LLC21,030$158.0K0.07%––
Dividend Assets Capital, LLC2,585$161.0K0.03%––
Fieldpoint Private Securities, LLC2,670$166.0K0.04%––
Patriot Financial Group Insurance Agency, LLC2,691$167.0K0.04%––
Berman Capital Advisors, LLC2,785$172.0K0.04%––
Cedar Mountain Advisors, LLC2,866$178.0K0.06%––
Smithfield Trust Co2,916$182.0K0.01%––