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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
Firestone Capital Management8,502$528.0K0.19%––
Stadion Money Management, LLC8,526$530.0K0.02%––
Gilbert & Cook, Inc.8,523$530.0K0.10%––
North Star Investment Management Corp.8,540$531.0K0.05%––
Beacon Financial Group8,948$532.0K0.08%––
TrueWealth Advisors, LLC8,046$532.0K0.35%––
Constitution Capital LLC8,565$532.0K0.35%––
Firethorn Wealth Partners, LLC8,593$534.0K0.50%––
Cim Investment Mangement Inc8,626$536.0K0.17%––
United Capital Management of KS, Inc.8,638$537.0K0.25%––
Camden Capital, LLC8,642$537.0K0.15%––
Bartlett & Co. Wealth Management LLC8,655$538.0K0.01%––
Bartlett & Co. LLC8,655$538.0K0.01%––
Ci Investments Inc.8,667$539.0K0.00%––
Paces Ferry Wealth Advisors, LLC8,692$540.0K0.47%––
Howard Capital Management Group, LLC8,698$541.0K0.06%––
Echo Street Capital Management LLC8,727$542.0K0.00%––
Mark Sheptoff Financial Planning, LLC8,725$542.0K0.31%––
Walter & Keenan Financial Consulting Co8,785$546.0K0.19%––
Claraphi Advisory Network, LLC8,789$546.0K0.15%––
Greenleaf Trust8,820$548.0K0.01%––
J. W. Coons Advisors, LLC8,823$548.0K0.20%––
Iowa State Bank8,820$548.0K0.16%––
First National Bank of South Miami8,812$548.0K0.42%––
Beaumont Financial Partners, LLC8,880$552.0K0.05%––
Boston Trust Walden Corp8,900$553.0K0.01%––
Linscomb & Williams, Inc.8,951$556.0K0.03%––
Bremer Bank National Association8,941$556.0K0.13%––
Cape Cod Five Cents Savings Bank8,974$558.0K0.06%––
LCNB Corp8,978$558.0K0.30%––
Western Wealth Management, LLC8,972$558.0K0.08%––
Cohen Klingenstein LLC9,000$559.0K0.03%––
Compagnie Lombard Odier SCmA9,000$559.0K0.01%––
Montecito Bank & Trust9,026$561.0K0.12%––
Bank of Stockton9,063$563.0K0.19%––
Wealthsource Partners, LLC9,052$563.0K0.06%––
Wells Trecaso Financial Group, LLC9,055$563.0K0.30%––
Grimes & Company, Inc.9,123$567.0K0.03%––
Meeder Asset Management Inc9,161$569.0K0.03%––
Capital Analysts, LLC9,168$570.0K0.04%––
Carmichael Hill & Associates, Inc.9,208$572.0K0.34%––
Resource Planning Group9,249$575.0K0.38%––
Symmetry Partners, LLC9,273$576.0K0.04%––
Bridges Investment Management Inc9,300$577.0K0.02%––
Alaethes Wealth LLC9,305$578.0K0.54%––
MEMBERS Trust Co9,303$579.0K0.02%––
LVZ Advisors, Inc.9,365$582.0K0.09%––
HBK Sorce Advisory LLC9,380$583.0K0.03%––
Cresset Asset Management, LLC9,422$585.0K0.01%––
Rollins Financial9,413$585.0K0.25%––
Nwam LLC9,439$587.0K0.06%––
Sunburst Financial Group, LLC9,438$587.0K0.41%––
Benin Management CORP9,462$588.0K0.21%––
Beacon Pointe Advisors, LLC9,510$589.0K0.04%––
Asset Management Corp9,504$591.0K0.41%––
Pacific Wealth Strategies Group, Inc.9,518$592.0K0.25%––
Sound Financial Strategies Group, LLC9,530$592.0K0.30%––
Camelot Portfolios, LLC9,723$604.0K0.25%––
Hoylecohen, LLC9,730$605.0K0.06%––
Reilly Financial Advisors, LLC9,753$606.0K0.05%––
Edge Capital Group, LLC9,768$607.0K0.05%––
Wrapmanager Inc9,784$608.0K0.17%––
Alpha Cubed Investments, LLC9,847$612.0K0.05%––
BLB&B Advisors, LLC9,881$614.0K0.05%––
Trustcore Financial Services, LLC9,906$616.0K0.07%––
O'Shaughnessy Asset Management, LLC9,920$617.0K0.01%––
Franklin Street Advisors Inc9,960$619.0K0.06%––
Oxler Private Wealth LLC10,000$621.0K0.31%––
Canal Insurance CO10,000$622.0K0.24%––
First Hawaiian Bank10,023$623.0K0.03%––
Smith Chas P & Associates Pa Cpas10,066$626.0K0.06%––
Congress Asset Management Co10,081$627.0K0.01%––
Motco10,088$627.0K0.04%––
Carnegie Capital Asset Management, LLC10,083$627.0K0.03%––
Gables Capital Management Inc.10,096$628.0K0.35%––
Trust Co of Toledo NA10,139$630.0K0.11%––
Graves-Light Private Wealth Management, Inc.10,186$633.0K0.11%––
Sullivan, Bruyette, Speros & Blaney, LLC10,254$637.0K0.03%––
Caldwell Trust Co10,252$637.3K0.09%––
Advisory Alpha, LLC10,259$638.0K0.06%––
Country Club Trust Company, n.a.10,368$639.0K0.06%––
Successful Portfolios LLC10,299$640.0K0.42%––
Cornerstone Management, Inc.10,324$641.7K0.18%––
Virtue Capital Management, LLC10,334$642.0K0.15%––
Krane Funds Advisors LLC10,383$645.0K0.02%––
CoreFirst Bank & Trust10,374$645.0K0.44%––
Corient Capital Partners, LLC10,387$646.0K0.06%––
Financial Advocates Investment Management11,307$646.0K0.05%––
Juncture Wealth Strategies, LLC10,511$647.0K0.41%––
Marino, Stram & Associates LLC10,437$649.0K0.25%––
St. Johns Investment Management Company, LLC10,452$650.0K0.37%––
Empirical Finance, LLC10,613$652.0K0.11%––
Cypress Capital Group10,497$653.0K0.09%––
FinTrust Capital Advisors, LLC10,508$653.0K0.19%––
Beacon Investment Advisory Services, Inc.10,514$654.0K0.03%––
Tocqueville Asset Management L.P.10,530$655.0K0.01%––
Bradley Foster & Sargent Inc10,579$658.0K0.02%––
Perpetual Investment Management Ltd10,684$662.0K0.11%––
Principal Street Partners, LLC10,670$663.0K0.09%––
Chesley Taft & Associates LLC10,652$667.0K0.04%––