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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
Pinebridge Investments, L.P.2,949$183.0K0.00%––
AlphaMark Advisors, LLC3,096$192.0K0.07%––
Sound Income Strategies, LLC3,090$192.1K0.03%––
Acropolis Investment Management, LLC3,124$194.0K0.02%––
JJJ Advisors Inc.3,115$194.0K0.08%––
Lloyd Advisory Services, LLC.3,118$194.0K0.11%––
Crescent Capital Consulting, LLC3,199$199.0K0.04%––
Granite Investment Advisors, LLC3,233$201.0K0.03%––
Measured Wealth Private Client Group, LLC3,230$201.0K0.07%––
Marshall Financial Group LLC3,234$201.0K0.12%––
Sax Wealth Advisors, LLC3,232$201.0K0.07%––
MidWestOne Financial Group, Inc.3,250$202.0K0.05%––
Sittner & Nelson, LLC3,246$202.0K0.15%––
Inverness Counsel LLC3,261$203.0K0.01%––
Appleton Partners Inc3,273$203.0K0.02%––
Klingman & Associates, LLC3,278$204.0K0.02%––
Gladstone Institutional Advisory LLC3,282$204.0K0.03%––
Pitcairn Co3,295$205.0K0.01%––
Bluestein R H & Co3,300$205.0K0.01%––
Trust Co of Virginia3,290$205.0K0.02%––
Weybosset Research & Management LLC3,300$205.0K0.08%––
SageGuard Financial Group, LLC3,313$205.0K0.10%––
GM Advisory Group, Inc.3,317$206.0K0.02%––
Patten Group, Inc.3,319$206.0K0.07%––
Carolinas Wealth Consulting LLC3,318$206.0K0.05%––
Capital City Trust Co3,331$207.0K0.07%––
DF Dent & Co Inc3,341$208.0K0.00%––
Wela Strategies, Inc.3,345$208.0K0.11%––
Websterrogers Financial Advisors, LLC3,353$208.0K0.06%––
Freedman Financial Associates, Inc.3,340$208.0K0.17%––
Godsey & Gibb Associates3,355$209.0K0.03%––
Center for Financial Planning, Inc.3,360$209.0K0.05%––
Oppenheimer Asset Management Inc.3,397$211.0K0.00%––
Proficio Capital Partners LLC3,400$211.0K0.03%––
WealthBridge Capital Management, LLC3,401$211.0K0.09%––
Hodges Capital Management Inc.3,410$212.0K0.03%––
Elwood & Goetz Wealth Advisory Group, LLC3,408$212.0K0.09%––
Campbell Wealth Management3,424$213.0K0.03%––
Tufton Capital Management3,448$214.0K0.04%––
Godshalk Welsh Capital Management, Inc.3,450$214.0K0.15%––
American State Bank (Iowa)3,454$214.7K0.18%––
GHP Investment Advisors, Inc.3,452$215.0K0.02%––
Enterprise Financial Services Corp3,463$216.0K0.04%––
Vanguard Capital Wealth Advisors3,442$216.2K0.18%––
David Loasby3,486$217.0K0.03%––
First Citizens Bank & Trust Co3,508$218.0K0.01%––
Wedgewood Investors Inc3,500$218.0K0.27%––
St. Louis Trust Co3,500$218.0K0.05%––
FSA Wealth Management LLC3,530$219.0K0.15%––
Investors Asset Management of Georgia Inc3,543$220.0K0.13%––
Waldron Private Wealth LLC3,546$220.0K0.02%––
Salem Capital Management Inc3,550$221.0K0.13%––
AAFMAA Wealth Management & Trust LLC3,565$221.0K0.11%––
Heritage Wealth Advisors3,571$222.0K0.01%––
Wealth Management Associates, Inc.3,586$222.9K0.14%––
Ironwood Investment Counsel, LLC4,500$223.0K0.06%––
Samalin Investment Counsel, LLC3,594$223.0K0.15%––
Shoker Investment Counsel, Inc.3,597$223.0K0.12%––
Arbor Trust Wealth Advisors, LLC3,576$223.0K0.15%––
Athanor Capital, LP3,596$224.0K0.01%––
Brighton Jones LLC3,613$225.0K0.01%––
TruWealth Advisors, LLC3,624$225.0K0.03%––
Modera Wealth Management, LLC3,650$226.0K0.01%––
Financial Partners Group, Inc3,628$226.0K0.06%––
Robertson Stephens Wealth Management, LLC3,666$227.0K0.04%––
Insight Advisors, LLC3,441$228.0K0.07%––
Syverson Strege & Co3,679$229.0K0.24%––
Essex Private Wealth Management, LLC3,680$229.0K0.22%––
RWM Asset Management, LLC3,681$229.0K0.05%––
First Financial Corp3,706$230.0K0.16%––
Bangor Savings Bank3,705$230.0K0.03%––
Octavia Wealth Advisors, LLC3,702$230.0K0.07%––
Gray Wealth Management Inc.3,696$230.0K0.15%––
Nadler Financial Group, Inc.3,710$231.0K0.04%––
Parallel Advisors, LLC3,737$232.0K0.01%––
Country Trust Bank3,755$233.0K0.01%––
Financial Advisory Service, Inc.3,828$238.0K0.02%––
Insight Wealth Strategies, LLC3,844$239.0K0.03%––
Absher Wealth Management, LLC3,868$240.0K0.05%––
Sutton Wealth Advisors Inc.3,866$240.3K0.09%––
Arcus Capital Partners, LLC3,876$241.0K0.02%––
Hourglass Capital, LLC3,900$242.0K0.06%––
Peak Asset Management, LLC3,900$242.0K0.06%––
PFG Advisors3,901$242.0K0.03%––
Neo Ivy Capital Management3,893$242.0K0.27%––
Vicus Capital3,904$243.0K0.03%––
Bourne Lent Asset Management Inc3,931$244.0K0.08%––
Sabal Trust CO3,923$244.0K0.02%––
FLC Capital Advisors3,940$245.0K0.08%––
Equitable Trust Co3,960$246.0K0.02%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,970$247.0K0.00%––
ForthRight Wealth Management, LLC3,998$249.0K0.17%––
Joel Isaacson & Co., LLC4,021$250.0K0.02%––
NorthCoast Asset Management LLC4,038$251.0K0.01%––
Exencial Wealth Advisors, LLC4,043$251.0K0.01%––
Formidable Asset Management, LLC4,039$251.0K0.05%––
Acorn Financial Advisory Services Inc4,017$252.0K0.09%––
Rock Point Advisors, LLC4,054$252.0K0.08%––
WMS Partners, LLC4,059$252.0K0.06%––
We Are One Seven, LLC4,067$252.0K0.04%––