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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
Te Ahumairangi Investment Management Ltd163,463$10.2M1.30%––
Van Eck Associates Corp162,290$10.1M0.03%––
Hexavest Inc.161,878$10.1M0.45%––
SG Americas Securities, LLC158,771$9.87M0.06%––
Intact Investment Management Inc.152,500$9.48M0.29%––
Captrust Financial Advisors151,784$9.44M0.10%––
Eaton Vance Management148,121$9.21M0.01%––
Panagora Asset Management Inc147,532$9.17M0.05%––
Leavell Investment Management, Inc.147,034$9.14M0.74%––
Agf Investments Inc.145,191$9.03M0.07%––
CIBC Private Wealth Group, LLC144,391$8.97M0.02%––
DnB Asset Management AS142,602$8.86M0.06%––
ProShare Advisors LLC142,499$8.86M0.03%––
AE Wealth Management LLC139,778$8.69M0.09%––
Aigen Investment Management, LP139,569$8.68M1.15%––
Eagle Ridge Investment Management138,730$8.62M1.04%––
M&T Bank Corp138,281$8.59M0.04%––
Northern Oak Wealth Management Inc137,618$8.55M1.11%––
Keybank National Association137,299$8.54M0.04%––
Morgan Dempsey Capital Management LLC136,688$8.50M2.68%––
Mutual of America Capital Management LLC136,601$8.49M0.09%––
Advisors Management Group Inc136,506$8.48M2.67%––
Nisa Investment Advisors, LLC136,479$8.48M0.05%––
Bridgeworth, LLC134,914$8.39M2.65%––
Rockland Trust Co134,621$8.37M0.60%––
Illinois Municipal Retirement Fund134,562$8.36M0.37%––
HRT Financial LP133,179$8.28M0.08%––
Brandywine Global Investment Management, LLC131,936$8.20M0.06%––
Stephens Inc131,751$8.19M0.13%––
Metropolitan Life Insurance Co130,529$8.11M0.12%––
Redpoint Investment Management Pty Ltd130,232$8.10M0.68%––
TCTC Holdings, LLC129,656$8.06M0.38%––
Becker Capital Management Inc129,355$8.04M0.36%––
Buckhead Capital Management LLC129,061$8.02M1.87%––
Marshall Wace, LLP127,371$7.92M0.04%––
Associated Banc-Corp141,850$7.68M0.48%––
Marshall Wace North America L.P.120,873$7.51M0.03%––
AXA S.A.120,615$7.50M0.02%––
Thrivent Financial for Lutherans120,018$7.46M0.02%––
Edgemoor Investment Advisors, Inc.119,839$7.45M0.75%––
Westpac Banking Corp119,386$7.42M0.08%––
Hartford Investment Management Co119,280$7.41M0.19%––
Vestcor Inc119,002$7.40M0.28%––
Tower Research Capital LLC (TRC)118,176$7.35M0.12%––
Dai-Ichi Life Insurance Company, Ltd118,182$7.35M0.10%––
Brinker Capital Investments, LLC118,035$7.34M0.11%––
Achmea Investment Management B.V.117,498$7.30M0.25%––
Bragg Financial Advisors, Inc117,268$7.29M0.49%––
Trustmark National Bank Trust Department116,708$7.25M0.60%––
KBC Group NV116,533$7.24M0.03%––
Greystone Financial Group, LLC108,770$7.16M1.82%––
Kanawha Capital Management LLC110,681$6.88M0.67%––
IFM Investors Pty Ltd110,462$6.87M0.18%––
South Dakota Investment Council110,151$6.85M0.11%––
Banque Cantonale Vaudoise104,463$6.49M0.33%––
Mayflower Financial Advisors, LLC103,156$6.41M0.96%––
Cetera Investment Advisers102,783$6.39M0.13%––
Public Sector Pension Investment Board102,411$6.37M0.04%––
Core Alternative Capital102,204$6.35M1.81%––
Signature Wealth Management Group102,035$6.34M3.73%––
Caisse de Depot Et Placement du Quebec101,300$6.30M0.01%––
MainStreet Investment Advisors LLC101,286$6.30M0.52%––
CIBC World Markets Corp100,733$6.26M0.04%––
First PREMIER Bank100,626$6.25M2.21%––
Fifth Third Bancorp100,482$6.25M0.03%––
Nissay Asset Management Corp100,007$6.22M0.06%––
Advisors Asset Management, Inc.99,085$6.16M0.10%––
Greenwood Gearhart Inc98,468$6.12M1.09%––
Biondo Investment Advisors, LLC97,373$6.11M1.22%––
Private Advisor Group, LLC96,913$6.03M0.06%––
Principle Wealth Partners LLC96,927$6.03M0.72%––
MUFG Securities EMEA plc94,800$5.89M0.05%––
Cahaba Wealth Management, Inc.93,672$5.82M0.90%––
Aull & Monroe Investment Management Corp93,481$5.81M2.83%––
Raymond James Trust N.A.92,692$5.76M0.20%––
Acadian Asset Management LLC92,307$5.74M0.02%––
Pinnacle Financial Partners Inc91,997$5.72M0.26%––
Carret Asset Management, LLC90,852$5.65M0.70%––
New England Asset Management Inc89,995$5.59M0.11%––
Blair William & Co89,663$5.57M0.02%––
Massmutual Trust Co FSB89,625$5.57M0.26%––
Securian Asset Management, Inc89,561$5.57M0.12%––
Sumitomo Mitsui DS Asset Management Company, Ltd89,458$5.56M0.15%––
NN Investment Partners Holdings N.V.89,396$5.56M0.03%––
Umb Bank N A88,945$5.53M0.14%––
Homrich & Berg88,731$5.52M0.14%––
ING Groep NV87,912$5.46M0.11%––
Norinchukin Bank, The87,905$5.46M0.08%––
Oregon Public Employees Retirement Fund87,705$5.45M0.06%––
Huntington National Bank87,505$5.44M0.07%––
Jupiter Asset Management Ltd86,646$5.39M0.05%––
Fiduciary Group LLC79,562$5.26M0.64%––
Central Trust Co84,510$5.25M0.21%––
CIBC World Markets Inc.83,941$5.22M0.02%––
Sound View Wealth Advisors Group, LLC83,624$5.20M1.21%––
Glenmede Trust Co NA83,239$5.17M0.03%––
Cetera Advisors LLC82,980$5.16M0.14%––
QS Investors, LLC82,698$5.14M0.06%––
Banco Bilbao Vizcaya Argentaria, S.A.82,740$5.13M0.10%––
Old Point Trust & Financial Services N A82,401$5.12M2.38%––