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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
Advisory Services Network, LLC82,007$5.10M0.19%––
Teachers Retirement System of the State of Kentucky81,050$5.04M0.05%––
BCM Advisors, LLC77,042$5.03M1.52%––
Maryland State Retirement & Pension System80,905$5.03M0.17%––
Sky Investment Group LLC80,550$5.01M1.20%––
First Horizon Corp79,372$4.93M0.47%––
RFG Advisory, LLC78,039$4.85M0.53%––
Los Angeles Capital Management LLC77,805$4.84M0.02%––
TD Private Client Wealth LLC77,790$4.84M0.23%––
Bokf, NA77,451$4.81M0.09%––
Mercer Global Advisors Inc77,181$4.80M0.04%––
Exchange Traded Concepts, LLC76,886$4.78M0.18%––
Fisher Asset Management, LLC76,457$4.75M0.00%––
Elo Mutual Pension Insurance Co76,201$4.74M0.16%––
Schnieders Capital Management LLC75,884$4.72M1.41%––
Steward Partners Investment Advisory, LLC75,055$4.67M0.08%––
Clearbridge Investments, LLC74,864$4.65M0.00%––
Hantz Financial Services, Inc.73,637$4.58M0.19%––
Wealthfront Advisers LLC72,732$4.52M0.02%––
Atria Investments LLC72,173$4.49M0.10%––
McRae Capital Management Inc71,109$4.42M1.09%––
Chronos Wealth Management, LLC70,283$4.37M3.31%––
Thomasville National Bank80,289$4.35M0.81%––
Birmingham Capital Management Co Inc69,505$4.32M1.62%––
Mariner, LLC69,492$4.32M0.03%––
Sigma Planning Corp69,472$4.32M0.14%––
Orion Portfolio Solutions, LLC69,073$4.29M0.19%––
Alerus Financial NA68,461$4.26M0.45%––
Bell Bank68,386$4.25M0.61%––
Brookstone Capital Management68,095$4.23M0.16%––
Siemens Fonds Invest GmbH67,663$4.21M0.41%––
Crossmark Global Holdings, Inc.67,422$4.19M0.10%––
Naples Global Advisors, LLC67,240$4.18M0.64%––
Moors & Cabot, Inc.66,895$4.16M0.32%––
New Mexico Educational Retirement Board66,787$4.15M0.16%––
Monte Financial Group, LLC66,595$4.14M2.54%––
First Republic Investment Management, Inc.66,461$4.13M0.01%––
IFG Advisory, LLC66,201$4.12M0.51%––
Oppenheimer & Co Inc65,790$4.09M0.08%––
Holloway Wealth Management, LLC–$4.07M1.35%––
Louisiana State Employees Retirement System65,500$4.07M0.11%––
Kentucky Retirement Systems64,473$4.01M0.20%––
Schaper Benz & Wise Investment Counsel Inc64,025$3.98M0.39%––
Private Asset Management Inc62,307$3.87M0.54%––
Anchor Investment Management, LLC62,035$3.86M0.59%––
Insight Folios Inc61,650$3.83M2.62%––
D.A. Davidson & Co.60,007$3.73M0.05%––
Wesbanco Bank Inc59,823$3.72M0.15%––
Stratos Wealth Advisors, LLC59,445$3.69M0.39%––
Baugh & Associates, LLC59,375$3.69M2.44%––
Institutional & Family Asset Management, LLC58,725$3.65M0.71%––
Pacer Advisors, Inc.58,507$3.64M0.06%––
Amalgamated Bank57,735$3.59M0.13%––
Visionary Wealth Advisors57,202$3.56M0.37%––
Bridge Creek Capital Management LLC57,029$3.54M1.37%––
Community Bank & Trust, Waco, Texas56,939$3.54M1.20%––
Shilanski & Associates, Inc.56,763$3.53M1.88%––
Woodley Farra Manion Portfolio Management Inc56,712$3.52M0.29%––
Davenport & Co LLC56,252$3.50M0.03%––
Telos Capital Management, Inc.56,205$3.49M0.50%––
Harbour Investments, Inc.55,859$3.47M0.12%––
Meiji Yasuda Asset Management Co Ltd.55,564$3.45M0.26%––
Goelzer Investment Management, Inc.54,258$3.37M0.30%––
Benjamin F. Edwards & Company, Inc.54,104$3.36M0.18%––
Daiwa Securities Group Inc.53,667$3.34M0.02%––
Money Concepts Capital Corp53,554$3.33M0.27%––
City Holding Co53,410$3.32M0.63%––
Fulton Bank, N.A.53,151$3.30M0.17%––
Dixon Hubard Feinour & Brown Inc53,118$3.30M0.78%––
Rench Wealth Management, Inc.53,122$3.30M1.72%––
Tiaa, FSB51,993$3.23M0.01%––
Stratos Wealth Partners, LTD.51,187$3.18M0.09%––
Mirae Asset Global Investments Co., Ltd.51,164$3.18M0.01%––
First National Trust Co51,146$3.18M0.21%––
Sugarloaf Wealth Management, LLC51,271$3.17M0.95%––
Avantax Advisory Services, Inc.50,850$3.16M0.07%––
Quantitative Investment Management, LLC50,211$3.12M0.26%––
Montag A & Associates Inc49,641$3.09M0.17%––
Neuberger Berman Group LLC51,671$3.06M0.00%––
Pettyjohn, Wood & White, Inc48,905$3.04M0.72%––
Folger Nolan Fleming Douglas Capital Management, Inc48,815$3.03M0.37%––
Ziegler Capital Management, LLC48,279$3.00M0.09%––
NewSquare Capital LLC48,238$3.00M0.39%––
Quadrature Capital Ltd48,070$2.99M0.14%––
FAI Wealth Management48,013$2.98M2.58%––
Palisade Asset Management, LLC47,964$2.98M0.38%––
Profund Advisors LLC47,898$2.98M0.11%––
Northwestern Mutual Investment Management Company, LLC47,900$2.98M0.05%––
Sowell Financial Services LLC45,046$2.98M0.10%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main47,754$2.97M0.01%––
Assenagon Asset Management S.A.47,739$2.97M0.02%––
LMR Partners LLP47,707$2.96M0.07%––
Magnetar Financial LLC47,404$2.95M0.03%––
Eudaimonia Partners, LLC46,479$2.89M0.60%––
Canandaigua National Corp45,172$2.81M0.47%––
ZWJ Investment Counsel Inc45,165$2.81M0.17%––
Xponance, Inc.45,029$2.80M0.06%––
Selective Wealth Management, Inc.45,031$2.80M2.55%––
Wealth Advisors of Tampa Bay, LLC44,887$2.79M1.65%––
Northstar Investment Advisors LLC44,332$2.76M0.40%––