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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
Institute for Wealth Management, LLC.4,874$303.0K0.06%––
Parsec Financial Management, Inc.4,903$305.0K0.02%––
Sigma Investment Counselors Inc4,943$307.0K0.02%––
Dakota Wealth Management4,951$307.0K0.04%––
Anchor Capital Advisors LLC4,950$308.0K0.01%––
Compton Capital Management Inc4,948$308.0K0.10%––
Harvey Investment Co LLC4,951$308.0K0.04%––
Waratah Capital Advisors Ltd.4,969$309.0K0.02%––
AMJ Financial Wealth Management4,967$309.0K0.15%––
Marble Harbor Investment Counsel, LLC4,992$310.0K0.04%––
TD Ameritrade Investment Management, LLC5,039$310.0K0.00%––
Xcel Wealth Management, LLC4,996$311.0K0.11%––
Doliver Advisors, LP5,016$312.0K0.12%––
Nomura Holdings Inc5,016$312.0K0.00%––
Advisors Capital Management, LLC5,046$313.0K0.01%––
Elmwood Wealth Management, Inc.5,043$313.0K0.19%––
Shulman DeMeo Asset Management LLC5,035$313.0K0.09%––
Chicago Capital, LLC5,059$314.0K0.01%––
Lebenthal Global Advisors, LLC5,081$315.0K0.19%––
Hartline Investment Corp5,126$319.0K0.05%––
Patriot Investment Management Inc.5,135$319.0K0.03%––
Dorsey & Whitney Trust CO LLC5,151$320.0K0.03%––
LifePro Asset Management5,178$322.0K0.10%––
Watchman Group, Inc.5,207$324.0K0.20%––
Foundations Investment Advisors, LLC5,168$325.0K0.02%––
Summit Financial Wealth Advisors, LLC5,300$326.0K0.08%––
RSM US Wealth Management LLC5,260$327.0K0.02%––
Marcum Wealth, LLC5,281$328.0K0.05%––
Woodward Diversified Capital, LLC5,283$328.0K0.19%––
Beaumont Asset Management, L.L.C.5,346$332.0K0.28%––
Wiser Wealth Management, Inc5,377$334.0K0.23%––
Independence Bank of Kentucky5,405$336.0K0.16%––
MBA Advisors LLC5,412$336.0K0.28%––
Thompson Siegel & Walmsley LLC5,414$337.0K0.00%––
Red Wave Investments LLC5,418$337.0K0.14%––
Gamble Jones Investment Counsel5,432$338.0K0.02%––
Colonial Trust Advisors5,436$338.0K0.04%––
Crossvault Capital Management LLC5,475$340.0K0.12%––
Capital Investment Counsel, Inc5,530$344.0K0.09%––
Ausdal Financial Partners, Inc.5,539$344.0K0.06%––
Farr Miller & Washington LLC5,543$345.0K0.02%––
Van Hulzen Asset Management, LLC5,554$345.0K0.06%––
GPS Wealth Strategies Group, LLC5,578$346.0K0.10%––
Alphasimplex Group, LLC5,589$347.0K0.15%––
Donald L. Hagan, LLC5,580$347.0K0.23%––
Charles Schwab Trust Co5,574$347.0K0.07%––
Williams Jones Wealth Management, LLC.5,605$348.0K0.01%––
Procyon Private Wealth Partners, LLC5,615$349.0K0.16%––
Summit Trail Advisors, LLC5,636$350.0K0.04%––
Apollon Wealth Management, LLC5,675$353.0K0.07%––
Security National Bank5,700$354.0K0.10%––
Heritage Investors Management Corp5,717$355.0K0.02%––
Investment Management of Virginia LLC5,710$355.0K0.07%––
First Financial Bank - Trust Division5,715$355.0K0.04%––
Sandbox Financial Partners, LLC5,626$355.0K0.29%––
Wagner Wealth Management, LLC5,725$356.0K0.28%––
Affinity Wealth Management LLC5,435$357.0K0.07%––
Bienville Capital Management, LLC5,750$357.0K0.11%––
Signet Financial Management, LLC5,767$358.0K0.07%––
Lehman & Derafelo Financial Resources LLC5,753$358.0K0.10%––
Hanson & Doremus Investment Management5,773$359.0K0.08%––
St Germain D J Co Inc5,800$361.0K0.02%––
Schmidt P J Investment Management Inc5,555$362.0K0.08%––
First National Bank & Trust Co of Newtown5,823$362.0K0.08%––
Moneta Group Investment Advisors LLC5,840$363.0K0.02%––
Eqis Capital Management, Inc.5,864$365.0K0.03%––
Sargent Bickham Lagudis LLC5,869$365.0K0.03%––
Isthmus Partners, LLC5,868$365.0K0.07%––
Beck Mack & Oliver LLC5,900$367.0K0.01%––
Verus Financial Partners, Inc.5,850$367.0K0.06%––
Pinnacle Wealth Planning Services, Inc.5,921$368.0K0.10%––
Connolly Sarah T.5,950$370.0K0.33%––
Woodard & Co Asset Management Group Inc5,970$371.0K0.24%––
Bessemer Group Inc5,963$371.0K0.00%––
Covington Capital Management5,973$371.0K0.02%––
Kalos Management, Inc.5,651$371.0K0.12%––
Aevitas Wealth Management, Inc.5,970$371.0K0.26%––
Klingenstein Fields & Co LP5,978$372.0K0.02%––
Schulhoff & Co Inc6,000$372.0K0.17%––
Sawtooth Solutions, LLC5,996$373.0K0.08%––
Telemus Capital, LLC5,982$375.0K0.03%––
Toroso Investments, LLC6,068$377.0K0.02%––
Navellier & Associates Inc6,076$378.0K0.07%––
Cutter & CO Brokerage, Inc.6,085$378.0K0.09%––
Jones Financial Companies LLLP6,112$380.0K0.00%––
Beese Fulmer Investment Management, Inc.6,165$383.0K0.05%––
Keystone Financial Group6,270$390.0K0.08%––
Valley Brook Capital Group6,274$390.0K0.35%––
Jackson Hole Capital Partners, LLC6,291$391.0K0.16%––
Stonnington Group, LLC6,105$393.0K0.10%––
Means Investment Co., Inc.6,377$396.0K0.09%––
Perigon Wealth Management, LLC6,367$396.0K0.04%––
IVC Wealth Advisors LLC6,367$396.0K0.31%––
Ritholtz Wealth Management6,385$397.0K0.03%––
MAI Capital Management6,458$401.0K0.01%––
Mathes Company, Inc.6,450$401.0K0.15%––
O'Brien Greene & Co. Inc6,444$401.0K0.16%––
Sawyer & Company, Inc6,475$402.0K0.20%––
Moseley Investment Management Inc6,533$406.0K0.22%––
Lee Danner & Bass Inc6,526$406.0K0.04%––