Southern Co

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0000092122

SEC filings (opens in a new tab)

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 classesSOJC SOJD SOJE SOJF SOMN

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

Value heldQ1 2021: $39.2B

Institutions holding SO and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,371	$79.9B
Q1 2026	2,367	$76.2B
Q4 2025	2,273	$69.6B
Q3 2025	2,222	$74.6B
Q2 2025	2,184	$70.8B
Q1 2025	2,207	$69.0B
Q4 2024	2,126	$61.4B
Q3 2024	2,010	$66.9B
Q2 2024	1,888	$56.8B
Q1 2024	1,825	$51.0B
Q4 2023	1,838	$49.1B
Q3 2023	1,713	$44.9B
Q2 2023	1,728	$48.8B
Q1 2023	1,706	$48.8B
Q4 2022	1,737	$49.1B
Q3 2022	1,661	$46.0B
Q2 2022	1,683	$47.2B
Q1 2022	1,700	$47.3B
Q4 2021	1,654	$43.9B
Q3 2021	1,492	$39.1B
Q2 2021	1,508	$38.3B
Q1 2021	1,491	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Nepsis, Inc.	28,399	$1.76M	0.56%	–	–
Kavar Capital Partners Group, LLC	28,076	$1.75M	0.47%	–	–
Carroll Financial Associates, Inc.	27,651	$1.72M	0.11%	–	–
International Assets Investment Management, LLC	27,762	$1.72M	0.16%	–	–
J.W. Cole Advisors, Inc.	27,503	$1.71M	0.16%	–	–
National Asset Management, Inc.	27,414	$1.71M	0.06%	–	–
Gotham Asset Management, LLC	27,276	$1.70M	0.08%	–	–
Calamos Wealth Management LLC	27,086	$1.68M	0.14%	–	–
Citizens National Bank Trust Department	27,039	$1.68M	0.51%	–	–
TFG Advisers LLC	27,023	$1.68M	0.87%	–	–
Dean Investment Associates, LLC	26,956	$1.68M	0.32%	–	–
Peoples Financial Services Corp.	26,545	$1.65M	0.72%	–	–
Nachman Norwood & Parrott, Inc	26,442	$1.64M	0.18%	–	–
Johnson Investment Counsel Inc	26,311	$1.64M	0.02%	–	–
Bennicas & Associates, Inc.	26,166	$1.63M	0.93%	–	–
John G Ullman & Associates Inc	26,150	$1.63M	0.22%	–	–
Mogy Joel R Investment Counsel Inc	26,117	$1.62M	0.16%	–	–
Lido Advisors, LLC	26,093	$1.62M	0.05%	–	–
LS Investment Advisors, LLC	26,009	$1.62M	0.09%	–	–
Viking Fund Management LLC	26,000	$1.62M	0.48%	–	–
United Bank	25,958	$1.61M	1.13%	–	–
Denali Advisors LLC	25,900	$1.61M	0.49%	–	–
Crawford Investment Counsel Inc	25,765	$1.60M	0.04%	–	–
Buckingham Strategic Wealth, LLC	25,777	$1.60M	0.08%	–	–
Coastal Bridge Advisors, LLC	25,773	$1.60M	0.29%	–	–
Farmers & Merchants Investments Inc	25,495	$1.58M	0.08%	–	–
Holderness Investments Co	25,427	$1.58M	0.57%	–	–
Jacobi Capital Management LLC	25,325	$1.57M	0.23%	–	–
NTV Asset Management LLC	25,155	$1.56M	0.29%	–	–
Regentatlantic Capital LLC	25,142	$1.56M	0.05%	–	–
Bailard, Inc.	25,123	$1.56M	0.06%	–	–
Everence Capital Management Inc	25,121	$1.56M	0.14%	–	–
Hartford Financial Management Inc.	24,949	$1.55M	0.38%	–	–
Aptus Capital Advisors, LLC	24,848	$1.54M	0.08%	–	–
First Midwest Bank Trust Division	24,822	$1.54M	0.21%	–	–
McKinley Carter Wealth Services, Inc.	24,810	$1.54M	0.13%	–	–
Soltis Investment Advisors LLC	24,785	$1.54M	0.28%	–	–
Trexquant Investment LP	24,697	$1.53M	0.14%	–	–
Burns J W & Co Inc	24,520	$1.52M	0.26%	–	–
Mainstay Capital Management LLC	24,514	$1.52M	0.47%	–	–
Bard Financial Services, Inc.	24,460	$1.52M	0.15%	–	–
Green Square Capital Advisors LLC	24,410	$1.52M	0.50%	–	–
Parsons Capital Management Inc	24,268	$1.51M	0.12%	–	–
StoneX Group Inc.	23,921	$1.49M	0.27%	–	–
Brown Brothers Harriman & Co	23,827	$1.48M	0.01%	–	–
Longfellow Investment Management Co LLC	23,741	$1.48M	0.18%	–	–
Community Bank of Raymore	23,730	$1.48M	0.49%	–	–
Rational Advisors LLC	23,667	$1.47M	0.27%	–	–
JT Stratford LLC	23,647	$1.47M	0.52%	–	–
Dynamic Advisor Solutions LLC	23,352	$1.45M	0.13%	–	–
Verdence Capital Advisors LLC	23,096	$1.44M	0.24%	–	–
Stolper Co	23,085	$1.44M	0.74%	–	–
Consolidated Planning Corp	23,032	$1.43M	0.91%	–	–
Evercore Wealth Management, LLC	22,931	$1.43M	0.03%	–	–
Sandy Spring Bank	22,866	$1.42M	0.08%	–	–
CWS Financial Advisors, LLC	22,812	$1.42M	0.61%	–	–
Spreng Capital Management, Inc.	22,721	$1.41M	0.98%	–	–
Old North State Trust, LLC	22,526	$1.40M	1.11%	–	–
CapWealth Advisors, LLC	22,280	$1.39M	0.16%	–	–
Cipher Capital LP	22,249	$1.38M	0.16%	–	–
SevenBridge Financial Group, LLC	22,217	$1.38M	0.50%	–	–
Ellsworth Advisors, LLC	22,204	$1.38M	0.83%	–	–
Cullinan Associates Inc	22,020	$1.37M	0.08%	–	–
Forte Capital LLC	21,927	$1.36M	0.21%	–	–
Wedbush Securities Inc	21,662	$1.35M	0.07%	–	–
Excalibur Management Corp	21,639	$1.34M	0.66%	–	–
Rafferty Asset Management, LLC	21,513	$1.34M	0.01%	–	–
NorthRock Partners, LLC	21,430	$1.33M	0.12%	–	–
Northwest Bancshares, Inc.	21,339	$1.33M	0.31%	–	–
Bank Ozk	20,792	$1.29M	0.60%	–	–
Sheets Smith Wealth Management	20,775	$1.29M	0.19%	–	–
Strategy Asset Managers LLC	20,773	$1.29M	0.30%	–	–
Community Bank, N.A.	20,746	$1.29M	0.16%	–	–
Southeast Asset Advisors Inc.	20,671	$1.28M	0.23%	–	–
KCM Investment Advisors LLC	20,486	$1.27M	0.06%	–	–
Patten & Patten Inc	20,402	$1.27M	0.10%	–	–
Madden Securities Corp	20,016	$1.24M	0.73%	–	–
Hussman Strategic Advisors, Inc.	20,000	$1.24M	0.26%	–	–
Smith, Moore & Co.	19,590	$1.22M	0.20%	–	–
Fiduciary Trust Co	19,532	$1.21M	0.02%	–	–
Private Trust Co NA	19,484	$1.21M	0.20%	–	–
B. Metzler seel. Sohn & Co. Holding AG	19,469	$1.21M	0.02%	–	–
HawsGoodwin Investment Management LLC	19,306	$1.20M	0.38%	–	–
Shelton Capital Management	19,286	$1.20M	0.04%	–	–
Moody National Bank Trust Division	19,239	$1.20M	0.03%	–	–
Laurel Wealth Advisors, Inc.	19,235	$1.20M	0.18%	–	–
Robbins Farley LLC	17,940	$1.19M	1.05%	–	–
Grove Bank & Trust	19,071	$1.19M	0.28%	–	–
Colony Group LLC	19,059	$1.19M	0.02%	–	–
Cohen Capital Management, Inc.	19,000	$1.18M	0.22%	–	–
Mountain Capital Investment Advisors, Inc	18,584	$1.18M	0.59%	–	–
Keudell/Morrison Wealth Management	18,869	$1.17M	0.68%	–	–
Tdam USA Inc.	18,846	$1.17M	0.07%	–	–
Berkeley Capital Partners, LLC	18,844	$1.17M	0.56%	–	–
SeaCrest Wealth Management, LLC	18,844	$1.17M	0.16%	–	–
Rockefeller Capital Management L.P.	18,817	$1.17M	0.01%	–	–
Jane Street Group, LLC	18,690	$1.16M	0.00%	–	–
IHT Wealth Management, LLC	18,693	$1.16M	0.08%	–	–
Diversified Trust Co	18,673	$1.16M	0.04%	–	–
Wellington Shields & Co., LLC	18,619	$1.16M	0.41%	–	–