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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 6 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
Chicago Trust Co NA10,717$667.0K0.23%––
Palladium Partners LLC10,876$676.0K0.03%––
Integrated Advisors Network LLC10,886$677.0K0.06%––
ACG Wealth10,936$680.0K0.09%––
Girard Partners Ltd.10,987$682.0K0.10%––
Venture Visionary Partners LLC11,002$683.0K0.06%––
GoalVest Advisory LLC11,006$684.0K0.51%––
Avantax Planning Partners, Inc.11,022$685.0K0.04%––
Palumbo Wealth Management LLC11,032$686.0K0.52%––
Thrive Capital Management, LLC11,056$687.0K0.64%––
Sentry Investment Management LLC11,067$688.0K0.19%––
First National Corp11,090$689.0K0.17%––
Summit Financial Group Inc11,093$690.0K0.29%––
Roberts Glore & Co Inc11,096$690.0K0.22%––
Ancora Advisors, LLC11,114$691.0K0.02%––
Atlas Brown,Inc.11,149$693.0K0.33%––
Checchi Capital Advisers, LLC11,158$694.0K0.09%––
FORA Capital, LLC11,173$695.0K0.23%––
AdvisorNet Financial, Inc11,251$699.0K0.05%––
Optimum Investment Advisors11,261$700.0K0.20%––
Farmers Trust Co11,257$700.0K0.16%––
Symphony Financial, Ltd. Co.11,105$701.0K0.19%––
Mid Atlantic Financial Management Inc11,541$717.0K0.05%––
Home Federal Bank of Tennessee11,536$717.0K0.27%––
First Dallas Securities Inc.11,572$719.0K0.61%––
Employers Holdings, Inc.11,635$723.0K0.43%––
JustInvest LLC11,635$723.0K0.11%––
Winton Group Ltd11,646$724.0K0.04%––
Jaffetilchin Investment Partners, LLC11,815$734.0K0.09%––
Meiji Yasuda Life Insurance Co11,830$735.0K0.01%––
Meridian Wealth Management, LLC11,829$735.0K0.11%––
Kovack Advisors, Inc.11,856$737.0K0.10%––
Altium Wealth Management LLC11,857$737.0K0.06%––
Stableford Capital II LLC11,880$738.0K0.37%––
Gateway Investment Advisers LLC11,928$741.0K0.01%––
Citizens Financial Group Inc11,960$743.0K0.04%––
Centre Asset Management, LLC11,989$745.0K0.34%––
FDx Advisors, Inc.11,982$745.0K0.03%––
Cornerstone Advisors, LLC12,000$746.0K0.07%––
Veriti Management LLC12,014$747.0K0.20%––
Burney Co12,035$748.0K0.04%––
Aberdeen Wealth Management LLC12,043$749.0K0.60%––
Kingsview Wealth Management, LLC12,204$761.0K0.04%––
Legacy Wealth Asset Management, LLC12,235$761.0K0.35%––
Resources Management Corp12,280$763.0K0.12%––
Sculati Wealth Management, LLC12,280$763.0K0.44%––
Henshaw Capital LLC12,288$763.8K0.05%––
Welch & Forbes LLC12,357$768.0K0.01%––
Sunbelt Securities, Inc.12,373$769.0K0.15%––
Occudo Quantitative Strategies LP12,463$775.0K0.17%––
Jefferies Group LLC12,533$779.1K0.02%––
Gofen & Glossberg LLC12,547$780.0K0.02%––
Parallax Volatility Advisers, L.P.12,606$784.0K0.01%––
Kempen Capital Management N.V.12,690$789.0K0.04%––
Rocky Mountain Advisers, LLC12,725$791.0K1.13%––
Focus Financial Network, Inc.12,856$799.1K0.09%––
Mather Group, LLC.12,879$801.0K0.02%––
Allred Capital Management, LLC12,931$803.8K0.36%––
Ameritas Investment Company, LLC12,935$804.0K0.07%––
Legg Mason Asset Management (Japan) Co., Ltd.12,960$806.0K0.88%––
People's United Financial, Inc.13,004$808.0K0.02%––
Intrust Bank NA13,043$811.0K0.12%––
Shepherd Financial Partners LLC13,119$815.0K0.18%––
Adirondack Trust Co13,122$816.0K0.43%––
Wealth Alliance13,127$816.0K0.23%––
HM Payson & Co13,198$820.0K0.02%––
AlphaCrest Capital Management LLC13,211$821.0K0.05%––
Am Investment Strategies LLC13,206$821.0K0.23%––
American Portfolios Advisors13,283$825.7K0.04%––
Strategic Blueprint, LLC13,332$829.0K0.18%––
Peak Planning Group, LLC13,394$832.5K0.81%––
Good Life Advisors, LLC13,462$836.0K0.17%––
Busey Wealth Management13,478$837.0K0.04%––
Stokes Family Office, LLC13,540$842.0K0.13%––
Rowland & Co Investment Counsel13,570$843.5K0.22%––
Sequoia Financial Advisors, LLC13,613$846.0K0.04%––
Bahl & Gaynor Inc13,682$850.0K0.01%––
Salem Investment Counselors Inc13,708$852.0K0.05%––
Mayfair Advisory Group, LLC13,753$857.0K1.53%––
Koshinski Asset Management, Inc.13,810$858.0K0.09%––
Coastal Investment Advisors, Inc.13,813$859.0K0.23%––
Capital Asset Advisory Services LLC13,884$863.0K0.13%––
Savant Capital, LLC13,917$865.0K0.05%––
BancorpSouth Bank13,956$867.0K0.13%––
FineMark National Bank & Trust13,958$868.0K0.04%––
Boston Private Wealth LLC13,966$868.0K0.01%––
Regent Peak Wealth Advisors LLC13,968$868.0K0.29%––
Kestra Private Wealth Services, LLC13,974$869.0K0.06%––
Conning Inc.13,990$870.0K0.03%––
Murphy Capital Management Inc14,004$870.0K0.11%––
Wealthcare Advisory Partners LLC13,994$870.0K0.06%––
Abbrea Capital, LLC14,017$871.0K0.14%––
V Wealth Advisors LLC14,055$873.0K0.16%––
TrinityPoint Wealth, LLC14,086$876.0K0.20%––
White Lighthouse Investment Management Inc.14,124$878.0K0.27%––
Atlantic Union Bankshares Corp14,239$885.0K0.09%––
Creative Financial Designs Inc14,300$889.0K0.17%––
Integrated Wealth Concepts LLC14,322$890.0K0.04%––
ICW Investment Advisors LLC14,460$899.0K0.62%––
Philadelphia Trust Co14,530$903.0K0.07%––