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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
Global Retirement Partners, LLC8,201$510.0K0.06%––
Great Valley Advisor Group, Inc.8,175$508.0K0.05%––
Pendal Group Limited8,142$506.0K0.00%––
Cornerstone Wealth Group, LLC7,688$505.0K0.10%––
Intersect Capital LLC8,109$504.0K0.10%––
First National Bank of Hutchinson8,079$502.0K0.25%––
Flagship Harbor Advisors, LLC8,079$502.0K0.06%––
Cadence Bank NA8,069$501.0K0.16%––
Biltmore Capital Advisors LLC8,053$501.0K0.11%––
Cozad Asset Management Inc8,036$500.0K0.08%––
Probity Advisors, Inc.8,042$500.0K0.11%––
Allworth Financial LP7,913$492.0K0.01%––
Peninsula Asset Management Inc7,890$491.0K0.27%––
Scotia Capital Inc.7,892$491.0K0.00%––
Verity Asset Management, Inc.7,861$489.0K0.29%––
Resources Investment Advisors, LLC.7,860$489.0K0.02%––
Equitable Holdings, Inc.7,840$487.0K0.01%––
Gradient Investments LLC7,811$486.0K0.02%––
Arden Trust Co7,821$486.0K0.08%––
Archer Investment Corp7,800$484.8K0.20%––
Glen Eagle Advisors, LLC7,766$482.8K0.17%––
Wealth Dimensions Group, Ltd.7,738$481.0K0.37%––
Bath Savings Trust Co7,677$477.0K0.06%––
Old National Bancorp7,658$476.0K0.02%––
Princeton Portfolio Strategies Group LLC7,649$475.0K0.09%––
Haverford Trust Co7,616$473.0K0.01%––
Lathrop Investment Management Corp7,600$472.0K0.11%––
Transcend Wealth Collective, LLC7,621$470.0K0.06%––
Arkadios Wealth Advisors7,534$468.0K0.08%––
Valeo Financial Advisors, LLC7,496$466.0K0.02%––
Cambridge Trust Co7,487$465.0K0.02%––
Valmark Advisers, Inc.7,473$465.0K0.01%––
Independent Solutions Wealth Management, LLC7,473$464.5K0.13%––
J. L. Bainbridge & Co., Inc.7,460$464.0K0.06%––
Cobblestone Capital Advisors LLC7,443$463.0K0.03%––
Engineers Gate Manager LP7,443$463.0K0.02%––
David J Yvars Group7,392$459.0K0.29%––
Livingston Group Asset Management CO (operating as Southport Capital Management)7,370$458.0K0.12%––
Sunflower Bank, N.A.7,349$457.0K0.07%––
Connecticut Wealth Management, LLC7,342$456.0K0.04%––
Wealthstreet Investment Advisors, LLC7,322$456.0K0.04%––
Marco Investment Management LLC7,323$455.0K0.06%––
Ingalls & Snyder LLC7,300$454.0K0.02%––
Nations Financial Group Inc,7,282$453.0K0.10%––
Davy Global Fund Management Ltd7,286$453.0K0.08%––
Duncker Streett & Co Inc7,273$452.0K0.09%––
Marietta Wealth Management, LLC7,260$451.0K0.11%––
Washington Trust Co7,225$449.0K0.01%––
KMG Fiduciary Partners, LLC7,221$449.0K0.09%––
Change Path, LLC7,208$448.0K0.03%––
Burke & Herbert Bank & Trust Co7,169$446.0K0.31%––
First Horizon Advisors, Inc.7,183$445.0K0.03%––
Traverso Chambers Private Wealth Management, LLC7,155$445.0K0.15%––
Northstar Advisory Group, LLC7,160$445.0K0.34%––
Berger Financial Group, Inc7,153$445.0K0.10%––
Aviance Capital Partners, LLC7,144$444.0K0.09%––
Altavista Wealth Management, Inc.7,122$443.0K0.11%––
Baldwin Brothers Inc7,117$442.0K0.05%––
Premier Asset Management LLC7,107$442.0K0.08%––
Man Group plc7,079$440.0K0.00%––
Mosaic Family Wealth, LLC7,068$439.0K0.14%––
BT Wealth Management LLC7,051$438.0K0.15%––
NEXT Financial Group, Inc7,038$437.0K0.04%––
Univest Financial Corp7,013$436.0K0.12%––
Wealth Alliance Advisory Group, LLC7,017$436.0K0.22%––
Concord Wealth Partners7,008$436.0K0.15%––
Tradition Wealth Management, LLC7,011$436.0K0.08%––
Campion Asset Management LLC6,910$430.0K0.33%––
Mraz, Amerine & Associates, Inc.6,890$428.0K0.12%––
Greylin Investment Mangement Inc6,875$427.0K0.09%––
Aldebaran Financial Inc.6,850$426.0K0.40%––
Keystone Financial Planning, Inc.6,860$426.0K0.16%––
Vident Investment Advisory, LLC6,814$424.0K0.01%––
First Command Bank6,802$423.0K0.09%––
First Command Financial Services, Inc.6,802$423.0K0.09%––
Monetary Management Group Inc6,726$418.0K0.13%––
Frontier Wealth Management LLC6,722$418.0K0.03%––
Moloney Securities Asset Management, LLC6,720$418.0K0.08%––
Ahrens Investment Partners LLC6,712$417.0K0.21%––
Essex Savings Bank7,364$417.0K0.18%––
EPG Wealth Management LLC6,712$417.0K0.20%––
Charter Trust Co6,668$415.0K0.04%––
Cohen Investment Advisors LLC6,677$415.0K0.34%––
Lowe Brockenbrough & Co Inc6,645$413.0K0.04%––
MUFG Americas Holdings Corp6,599$410.0K0.01%––
Gratus Capital LLC6,604$410.0K0.05%––
Resource Management, LLC6,581$409.0K0.05%––
AMG National Trust Bank6,567$408.0K0.01%––
Taylor Hoffman Wealth Management6,542$407.0K0.19%––
Moseley Investment Management Inc6,533$406.0K0.22%––
Lee Danner & Bass Inc6,526$406.0K0.04%––
Polar Asset Management Partners Inc.6,525$406.0K0.01%––
Sawyer & Company, Inc6,475$402.0K0.20%––
MAI Capital Management6,458$401.0K0.01%––
Mathes Company, Inc.6,450$401.0K0.15%––
O'Brien Greene & Co. Inc6,444$401.0K0.16%––
Ritholtz Wealth Management6,385$397.0K0.03%––
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%––