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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
Horan Securities, Inc.2,437$151.0K0.13%––
Essex Investment Management Co LLC2,400$149.0K0.02%––
WealthShield Partners, LLC2,378$148.0K0.03%––
BerganKDV Wealth Management, LLC2,319$144.0K0.02%––
Clearview Wealth Advisors LLC2,304$143.0K0.09%––
Tompkins Financial Corp2,230$139.0K0.02%––
PrairieView Partners, LLC2,226$138.0K0.02%––
Burleson & Company, LLC2,213$138.0K0.02%––
Interactive Financial Advisors2,208$137.0K0.06%––
Avion Wealth2,166$135.0K0.05%––
Clear Investment Research, LLC2,090$130.0K0.23%––
CVA Family Office, LLC2,090$130.0K0.05%––
Leonteq Securities AG2,088$129.8K0.01%––
Tarbox Family Office, Inc.2,048$127.0K0.02%––
Manchester Capital Management LLC2,012$125.0K0.02%––
Heritage Wealth Management, LLC1,989$124.0K0.07%––
Whittier Trust Co1,923$120.0K0.00%––
Toth Financial Advisory Corp1,910$119.0K0.02%––
Proffitt & Goodson Inc1,918$119.0K0.02%––
Private Capital Group, LLC1,913$119.0K0.03%––
Sonora Investment Management, LLC1,850$115.0K0.01%––
Assetmark, Inc1,789$111.0K0.00%––
Security National Trust Co1,775$110.0K0.03%––
Legacy Bridge, LLC1,720$107.0K0.07%––
Silvant Capital Management LLC1,727$107.0K0.02%––
TFC Financial Management1,722$107.0K0.04%––
West Paces Advisors Inc.1,717$106.7K0.04%––
Column Capital Advisors, LLC1,705$106.0K0.02%––
MPS Loria Financial Planners, LLC1,711$106.0K0.05%––
Hoover Financial Advisors, Inc.1,604$106.0K0.02%––
Jackson, Grant Investment Advisers, Inc.1,695$105.0K0.05%––
Norway Savings Bank1,696$105.0K0.06%––
Federation des caisses Desjardins du Quebec1,684$104.7K0.00%––
CX Institutional1,675$104.0K0.01%––
Charter Oak Capital Management, LLC1,673$104.0K0.01%––
Accel Wealth Management1,651$103.0K0.08%––
Parkside Financial Bank & Trust1,627$101.0K0.03%––
NVWM, LLC1,613$100.0K0.04%––
Bogart Wealth, LLC1,589$99.0K0.01%––
Providence Capital Advisors, LLC1,567$97.0K0.04%––
Logan Capital Management Inc1,550$96.0K0.00%––
Harbor Investment Advisory, LLC1,495$93.0K0.01%––
Acima Private Wealth, LLC1,500$93.0K0.05%––
S.A. Mason LLC1,498$93.0K0.07%––
Central Bank & Trust Co1,432$89.0K0.02%––
Baystate Wealth Management LLC1,383$86.0K0.01%––
Trust Co1,370$85.0K0.06%––
MCF Advisors LLC1,354$84.0K0.01%––
M&R Capital Management Inc1,350$83.0K0.02%––
Prentice Wealth Management LLC1,308$81.0K0.05%––
Capital Advisory Group Advisory Services, LLC1,252$78.0K0.03%––
Skandinaviska Enskilda Banken AB (publ)1,235$77.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.1,218$76.0K0.00%––
Field & Main Bank1,200$75.0K0.05%––
Princeton Global Asset Management LLC1,162$72.0K0.02%––
Evoke Wealth, LLC1,154$72.0K0.00%––
Asset Dedication, LLC1,146$71.0K0.02%––
McIlrath & Eck, LLC1,135$71.0K0.02%––
Johnson Financial Group, Inc.1,109$69.0K0.00%––
Liberty Wealth Management LLC1,124$66.0K0.03%––
Versant Capital Management, Inc1,040$65.0K0.02%––
Lountzis Asset Management, LLC1,000$62.2K0.04%––
Bellevue Asset Management, LLC976$61.0K0.04%––
Lindbrook Capital, LLC966$60.0K0.01%––
Bay Harbor Wealth Management, LLC969$60.0K0.03%––
Northwest Investment Counselors, LLC950$59.0K0.02%––
AGF Investments LLC944$59.0K0.01%––
Moisand Fitzgerald Tamayo, LLC957$59.0K0.03%––
Pflug Koory, LLC948$59.0K0.03%––
Global Trust Asset Management, LLC917$57.0K0.03%––
Certified Advisory Corp887$56.0K0.01%––
Cranbrook Wealth Management, LLC880$55.0K0.01%––
Kistler-Tiffany Companies, LLC875$54.0K0.01%––
Pin Oak Investment Advisors Inc2,000$51.0K0.04%––
RMR Wealth Builders822$51.0K0.01%––
Cowa, LLC767$49.0K0.03%––
Ellis Investment Partners, LLC768$48.0K0.01%––
AllSquare Wealth Management LLC750$47.0K0.03%––
Rockbridge Investment Management, LCC750$47.0K0.01%––
Larson Financial Group LLC739$46.0K0.01%––
American Research & Management Co.720$45.0K0.01%––
JNBA Financial Advisors718$45.0K0.01%––
HighMark Wealth Management LLC718$45.0K0.04%––
Total Clarity Wealth Management, Inc.730$45.0K0.03%––
Founders Capital Management700$44.0K0.03%––
Focused Wealth Management, Inc688$43.0K0.01%––
Capital Advisors, Ltd. LLC690$43.0K0.01%––
MV Capital Management, Inc.673$42.0K0.01%––
Perennial Advisors, LLC680$42.0K0.01%––
Piscataqua Savings Bank640$40.0K0.04%––
Sterling Financial Planning, Inc.626$39.0K0.03%––
Prestige Wealth Management Group LLC614$38.0K0.01%––
Cascade Investment Advisors, Inc.600$37.3K0.02%––
Webster Bank, N. A.596$37.0K0.00%––
Alpha DNA Investment Management LLC591$36.0K0.04%––
Farmers & Merchants Trust Co of Chambersburg PA552$34.0K0.03%––
Endurance Wealth Management, Inc.534$33.0K0.00%––
Corbenic Partners LLC534$33.0K0.01%––
Lenox Wealth Advisors, LLC527$33.0K0.00%––
Moser Wealth Advisors, LLC537$33.0K0.02%––