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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
StrategIQ Financial Group, LLC14,550$904.0K0.19%––
Mitchell Sinkler & Starr14,570$906.0K0.88%––
Gleason Group, Inc.14,581$906.0K0.36%––
Prospera Financial Services Inc14,641$910.0K0.05%––
Ameritas Investment Partners, Inc.14,728$915.0K0.03%––
DuPont Capital Management Corp14,734$916.0K0.02%––
Hilltop Holdings Inc.14,737$916.0K0.12%––
Cerity Partners LLC14,741$916.0K0.02%––
Elevated Capital Advisors, LLC13,900$919.0K0.36%––
Court Place Advisors, LLC14,802$920.0K0.29%––
Columbus Macro, LLC14,885$925.0K0.29%––
Guardian Investment Management14,910$926.0K0.74%––
Comerica Securities,inc.14,938$929.0K0.07%––
Blue Fin Capital, Inc.15,003$932.0K0.32%––
ProVise Management Group, LLC15,174$943.0K0.10%––
Segall Bryant & Hamill, LLC15,178$944.0K0.01%––
Chatham Capital Group, Inc.15,194$944.0K0.20%––
Arrow Financial Corp15,216$946.0K0.13%––
Benedict Financial Advisors Inc15,303$951.0K0.27%––
ARGI Investment Services, LLC15,331$953.0K0.03%––
SignalPoint Asset Management, LLC15,339$953.0K0.34%––
McMillion Capital Management Inc15,410$958.0K0.56%––
Glenview State Bank Trust Dept.15,504$964.0K0.31%––
Patton Albertson Miller Group, LLC15,692$975.0K0.24%––
Earnest Partners LLC15,707$976.0K0.01%––
Islay Capital Management, LLC15,713$977.0K0.81%––
American National Registered Investment Advisor, Inc.15,736$978.0K0.38%––
Biltmore Family Office, LLC15,750$979.0K0.30%––
Paloma Partners Management Co15,761$980.0K0.03%––
LBMC Investment Advisors, LLC15,758$980.0K0.10%––
ARS Wealth Advisors, LLC15,767$980.0K0.21%––
Clearstead Advisors, LLC15,881$987.0K0.08%––
Clifford Swan Investment Counsel LLC15,901$988.0K0.04%––
Rodgers Brothers Inc.15,968$993.0K0.21%––
TCW Group Inc16,000$995.0K0.01%––
United Bank16,053$998.0K0.14%––
IFP Advisors, Inc16,080$1.00M0.02%––
Plimoth Trust Co LLC16,142$1.00M0.30%––
Personal Cfo Solutions, LLC16,412$1.02M0.22%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors16,410$1.02M0.39%––
Lazard Asset Management LLC16,486$1.02M0.00%––
Allstate Corp16,524$1.03M0.03%––
Farmers & Merchants Trust Co of Long Beach16,544$1.03M0.35%––
TCF National Bank16,619$1.03M0.12%––
Woodstock Corp16,677$1.04M0.13%––
Detalus Advisors, LLC16,769$1.04M0.61%––
Park Avenue Securities LLC16,814$1.04M0.03%––
Hills Bank & Trust Co16,827$1.05M0.17%––
S.E.E.D. Planning Group LLC16,869$1.05M0.58%––
Bristlecone Advisors, LLC16,888$1.05M0.16%––
HHM Wealth Advisors, LLC16,898$1.05M0.32%––
NJ State Employees Deferred Compensation Plan17,000$1.06M0.15%––
Trust Co of Vermont17,054$1.06M0.08%––
First United Bank Trust17,073$1.06M0.45%––
Texas Yale Capital Corp.17,178$1.07M0.07%––
Griffin Asset Management, Inc.17,191$1.07M0.14%––
Cornell Pochily Investment Advisors, Inc.17,199$1.07M0.51%––
Red Door Wealth Management, LLC17,208$1.07M0.54%––
Silvercrest Asset Management Group LLC17,224$1.07M0.01%––
Snowden Capital Advisors LLC17,230$1.07M0.06%––
Wetherby Asset Management Inc17,310$1.08M0.08%––
Summit Global Investments17,412$1.08M0.07%––
PSI Advisors, LLC17,440$1.08M0.64%––
Strategic Wealth Advisors Group, LLC17,502$1.09M0.06%––
Hennion & Walsh Asset Management, Inc.17,533$1.09M0.07%––
Adviser Investments LLC17,574$1.09M0.09%––
Asset Advisors Investment Management, LLC17,410$1.09M0.13%––
Capital Square, LLC17,461$1.09M0.81%––
Ipswich Investment Management Co., Inc.17,659$1.10M0.31%––
Richard P Slaughter Associates Inc17,776$1.10M0.46%––
Stock Yards Bank & Trust Co17,835$1.11M0.07%––
Convergence Investment Partners, LLC17,952$1.12M0.51%––
Vontobel Holding Ltd.18,033$1.12M0.01%––
Columbia Asset Management18,181$1.13M0.21%––
Investment Counsel Inc.18,175$1.13M0.80%––
Capital Investment Advisory Services, LLC18,188$1.13M0.16%––
Horizon Investments, LLC18,219$1.13M0.04%––
Delta Asset Management LLC18,226$1.13M0.11%––
Belpointe Asset Management LLC18,247$1.13M0.10%––
Merit Financial Group, LLC18,282$1.14M0.12%––
Cutler Group LP18,312$1.14M0.10%––
EP Wealth Advisors, LLC18,307$1.14M0.04%––
Twin Capital Management Inc18,327$1.14M0.11%––
Worldquant Millennium Advisors LLC18,364$1.14M0.02%––
Financial Partners Capital Management LLC18,400$1.14M0.23%––
Garner Asset Management Corp18,449$1.15M0.60%––
Park National Corp18,486$1.15M0.05%––
Mutual Advisors, LLC18,516$1.15M0.08%––
Chemung Canal Trust Co18,536$1.15M0.23%––
FourThought Financial, LLC18,563$1.15M0.17%––
Wellington Shields & Co., LLC18,619$1.16M0.41%––
Diversified Trust Co18,673$1.16M0.04%––
Jane Street Group, LLC18,690$1.16M0.00%––
IHT Wealth Management, LLC18,693$1.16M0.08%––
Rockefeller Capital Management L.P.18,817$1.17M0.01%––
Tdam USA Inc.18,846$1.17M0.07%––
Berkeley Capital Partners, LLC18,844$1.17M0.56%––
SeaCrest Wealth Management, LLC18,844$1.17M0.16%––
Keudell/Morrison Wealth Management18,869$1.17M0.68%––
Cohen Capital Management, Inc.19,000$1.18M0.22%––