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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
Stonebridge Financial Planning Group, LLC4,003$252.0K0.15%––
Newbridge Financial Services Group, Inc.4,053$252.0K0.19%––
Fagan Associates, Inc.4,071$253.0K0.06%––
WealthPLAN Partners, LLC3,830$254.0K0.02%––
Menard Financial Group LLC4,082$254.0K0.27%––
Searle & Co.4,100$255.0K0.11%––
Arrowstreet Capital, Limited Partnership4,100$255.0K0.00%––
TRUE Private Wealth Advisors4,100$255.0K0.04%––
Arete Wealth Advisors, LLC4,121$256.0K0.03%––
Pinnacle Bancorp, Inc.4,126$256.0K0.12%––
Hobart Private Capital, LLC4,123$256.3K0.10%––
Atlanta Financial Associates LLC4,180$257.0K0.12%––
Great Lakes Advisors, LLC4,129$257.0K0.00%––
Rock Creek Group, LP4,133$257.0K0.04%––
Glassman Wealth Services4,129$257.0K0.05%––
Koss-Olinger Consulting, LLC4,130$257.0K0.04%––
Boenning & Scattergood, Inc.4,150$258.0K0.05%––
Mairs & Power Inc4,158$258.0K0.00%––
Hexagon Capital Partners LLC4,181$259.0K0.07%––
Pinnacle Advisory Group, Inc.4,188$260.0K0.01%––
Meridian Investment Counsel Inc.4,202$261.0K0.10%––
YHB Investment Advisors, Inc.4,018$261.0K0.02%––
Fulton Breakefield Broenniman LLC4,207$262.0K0.02%––
Vestmark Advisory Solutions, Inc.4,218$262.0K0.02%––
Steel Peak Wealth Management LLC4,217$262.0K0.02%––
Truadvice, LLC4,020$262.0K0.08%––
Strategic Advisors LLC4,233$263.0K0.08%––
TCI Wealth Advisors, Inc.4,233$263.0K0.12%––
Courier Capital LLC4,262$265.0K0.03%––
Thomas Story & Son LLC4,300$267.0K0.10%––
Spearhead Capital Advisors, LLC4,300$267.0K0.04%––
BCS Wealth Management4,308$268.0K0.13%––
Keebeck Wealth Management, LLC4,334$269.0K0.04%––
Fayez Sarofim & Co4,338$270.0K0.00%––
1832 Asset Management L.P.5,052$270.0K0.00%––
Thoroughbred Financial Services, LLC4,365$271.0K0.08%––
Sun Life Financial INC4,367$271.0K0.02%––
Alpha Omega Wealth Management LLC4,370$272.0K0.05%––
Investment House LLC4,391$273.0K0.02%––
RNC Capital Management LLC4,411$274.0K0.02%––
Summit Asset Management, LLC4,400$274.0K0.09%––
Altman Advisors, Inc.4,400$274.0K0.18%––
American Financial Advisors, LLC4,404$274.0K0.04%––
Baker Tilly Wealth Management, LLC4,404$274.0K0.06%––
Wintrust Investments LLC4,421$275.0K0.03%––
Shorepoint Capital Partners LLC4,425$275.0K0.15%––
Ontario Teachers Pension Plan Board4,443$276.0K0.00%––
Thompson Investment Management, Inc.4,441$276.0K0.04%––
First Heartland Consultants, Inc.4,443$276.0K0.04%––
Cornerstone Wealth Management, LLC4,436$276.0K0.03%––
Intrua Financial, LLC4,288$276.0K0.07%––
Kings Point Capital Management4,460$277.0K0.03%––
Stonebridge Capital Advisors LLC4,450$277.0K0.04%––
Quadrant Capital Group LLC4,452$277.0K0.04%––
Radnor Capital Management, LLC4,465$278.0K0.09%––
Aspire Private Capital, LLC4,469$278.0K0.10%––
Calton & Associates, Inc.4,488$279.0K0.05%––
LSV Asset Management4,500$279.0K0.00%––
Glenview Trust Co4,495$279.0K0.01%––
High Falls Advisors, Inc4,497$280.0K0.08%––
Rossmore Private Capital4,498$280.0K0.05%––
Willis Johnson & Associates, Inc.4,510$280.0K0.04%––
Hummer Financial Advisory Services Inc4,550$283.0K0.27%––
Applied Capital LLC4,569$284.0K0.31%––
Financial Management Professionals, Inc.4,583$285.0K0.08%––
Providence First Trust Co4,587$285.0K0.14%––
Truvestments Capital LLC4,584$285.0K0.16%––
Landsberg, Bennett, & Dubbaneh LLC4,569$285.0K0.04%––
1st Source Bank4,608$286.0K0.02%––
Old Second National Bank of Aurora4,593$286.0K0.08%––
Douglass Winthrop Advisors, LLC4,600$286.0K0.01%––
Domani Wealth, LLC4,603$286.0K0.06%––
Trinity Legacy Partners, LLC4,404$286.0K0.11%––
Fusion Capital, LLC4,593$286.0K0.19%––
Colonial River Wealth Management, LLC4,597$286.0K0.23%––
Prio Wealth Limited Partnership4,624$287.0K0.01%––
Brown Financial Advisory4,638$288.0K0.25%––
RDA Financial Network4,648$289.0K0.12%––
Coldstream Capital Management Inc4,660$290.0K0.02%––
Altfest L J & Co Inc4,695$292.0K0.07%––
Boston Research & Management Inc4,710$292.0K0.09%––
Capital Wealth Planning, LLC4,693$292.0K0.01%––
Ascension Asset Management LLC4,702$292.0K0.20%––
Bedel Financial Consulting, Inc.4,696$292.0K0.11%––
Lokken Investment Group LLC4,701$292.0K0.26%––
First Manhattan Co4,732$294.0K0.00%––
CMG Global Holdings, LLC4,726$294.0K0.26%––
Nikulski Financial, Inc.4,740$295.0K0.15%––
Triton Wealth Management, PLLC4,703$295.0K0.20%––
Rehmann Capital Advisory Group4,748$295.2K0.03%––
Davis R M Inc4,755$296.0K0.01%––
Washington Trust Bank4,774$297.0K0.04%––
Coastline Trust Co4,781$297.0K0.04%––
Violich Capital Management, Inc.4,779$297.0K0.05%––
Ieq Capital, LLC4,798$298.0K0.01%––
Independent Financial Group, LLC4,803$298.5K0.04%––
Renasant Bank4,818$299.0K0.24%––
WealthTrust Axiom LLC4,838$300.0K0.10%––
Penobscot Investment Management Company, Inc.4,850$301.0K0.05%––
Seelaus Asset Management LLC4,860$302.0K0.19%––