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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
Murphy Capital Management Inc14,004$870.0K0.11%––
Wealthcare Advisory Partners LLC13,994$870.0K0.06%––
Kestra Private Wealth Services, LLC13,974$869.0K0.06%––
FineMark National Bank & Trust13,958$868.0K0.04%––
Boston Private Wealth LLC13,966$868.0K0.01%––
Regent Peak Wealth Advisors LLC13,968$868.0K0.29%––
BancorpSouth Bank13,956$867.0K0.13%––
Savant Capital, LLC13,917$865.0K0.05%––
Capital Asset Advisory Services LLC13,884$863.0K0.13%––
Coastal Investment Advisors, Inc.13,813$859.0K0.23%––
Koshinski Asset Management, Inc.13,810$858.0K0.09%––
Mayfair Advisory Group, LLC13,753$857.0K1.53%––
Salem Investment Counselors Inc13,708$852.0K0.05%––
Bahl & Gaynor Inc13,682$850.0K0.01%––
Sequoia Financial Advisors, LLC13,613$846.0K0.04%––
Rowland & Co Investment Counsel13,570$843.5K0.22%––
Stokes Family Office, LLC13,540$842.0K0.13%––
Busey Wealth Management13,478$837.0K0.04%––
Good Life Advisors, LLC13,462$836.0K0.17%––
Peak Planning Group, LLC13,394$832.5K0.81%––
Strategic Blueprint, LLC13,332$829.0K0.18%––
American Portfolios Advisors13,283$825.7K0.04%––
AlphaCrest Capital Management LLC13,211$821.0K0.05%––
Am Investment Strategies LLC13,206$821.0K0.23%––
HM Payson & Co13,198$820.0K0.02%––
Adirondack Trust Co13,122$816.0K0.43%––
Wealth Alliance13,127$816.0K0.23%––
Shepherd Financial Partners LLC13,119$815.0K0.18%––
Intrust Bank NA13,043$811.0K0.12%––
People's United Financial, Inc.13,004$808.0K0.02%––
Legg Mason Asset Management (Japan) Co., Ltd.12,960$806.0K0.88%––
Ameritas Investment Company, LLC12,935$804.0K0.07%––
Allred Capital Management, LLC12,931$803.8K0.36%––
Mather Group, LLC.12,879$801.0K0.02%––
Focus Financial Network, Inc.12,856$799.1K0.09%––
Rocky Mountain Advisers, LLC12,725$791.0K1.13%––
Kempen Capital Management N.V.12,690$789.0K0.04%––
Parallax Volatility Advisers, L.P.12,606$784.0K0.01%––
Gofen & Glossberg LLC12,547$780.0K0.02%––
Jefferies Group LLC12,533$779.1K0.02%––
Occudo Quantitative Strategies LP12,463$775.0K0.17%––
Sunbelt Securities, Inc.12,373$769.0K0.15%––
Welch & Forbes LLC12,357$768.0K0.01%––
Henshaw Capital LLC12,288$763.8K0.05%––
Resources Management Corp12,280$763.0K0.12%––
Sculati Wealth Management, LLC12,280$763.0K0.44%––
Kingsview Wealth Management, LLC12,204$761.0K0.04%––
Legacy Wealth Asset Management, LLC12,235$761.0K0.35%––
Aberdeen Wealth Management LLC12,043$749.0K0.60%––
Burney Co12,035$748.0K0.04%––
Veriti Management LLC12,014$747.0K0.20%––
Cornerstone Advisors, LLC12,000$746.0K0.07%––
Centre Asset Management, LLC11,989$745.0K0.34%––
FDx Advisors, Inc.11,982$745.0K0.03%––
Citizens Financial Group Inc11,960$743.0K0.04%––
Gateway Investment Advisers LLC11,928$741.0K0.01%––
Stableford Capital II LLC11,880$738.0K0.37%––
Kovack Advisors, Inc.11,856$737.0K0.10%––
Altium Wealth Management LLC11,857$737.0K0.06%––
Meiji Yasuda Life Insurance Co11,830$735.0K0.01%––
Meridian Wealth Management, LLC11,829$735.0K0.11%––
Jaffetilchin Investment Partners, LLC11,815$734.0K0.09%––
Winton Group Ltd11,646$724.0K0.04%––
Employers Holdings, Inc.11,635$723.0K0.43%––
JustInvest LLC11,635$723.0K0.11%––
First Dallas Securities Inc.11,572$719.0K0.61%––
Mid Atlantic Financial Management Inc11,541$717.0K0.05%––
Home Federal Bank of Tennessee11,536$717.0K0.27%––
Symphony Financial, Ltd. Co.11,105$701.0K0.19%––
Optimum Investment Advisors11,261$700.0K0.20%––
Farmers Trust Co11,257$700.0K0.16%––
AdvisorNet Financial, Inc11,251$699.0K0.05%––
FORA Capital, LLC11,173$695.0K0.23%––
Checchi Capital Advisers, LLC11,158$694.0K0.09%––
Atlas Brown,Inc.11,149$693.0K0.33%––
Ancora Advisors, LLC11,114$691.0K0.02%––
Summit Financial Group Inc11,093$690.0K0.29%––
Roberts Glore & Co Inc11,096$690.0K0.22%––
First National Corp11,090$689.0K0.17%––
Sentry Investment Management LLC11,067$688.0K0.19%––
Thrive Capital Management, LLC11,056$687.0K0.64%––
Palumbo Wealth Management LLC11,032$686.0K0.52%––
Avantax Planning Partners, Inc.11,022$685.0K0.04%––
GoalVest Advisory LLC11,006$684.0K0.51%––
Venture Visionary Partners LLC11,002$683.0K0.06%––
Girard Partners Ltd.10,987$682.0K0.10%––
ACG Wealth10,936$680.0K0.09%––
Integrated Advisors Network LLC10,886$677.0K0.06%––
Palladium Partners LLC10,876$676.0K0.03%––
Chesley Taft & Associates LLC10,652$667.0K0.04%––
Chicago Trust Co NA10,717$667.0K0.23%––
Principal Street Partners, LLC10,670$663.0K0.09%––
Perpetual Investment Management Ltd10,684$662.0K0.11%––
Bradley Foster & Sargent Inc10,579$658.0K0.02%––
Tocqueville Asset Management L.P.10,530$655.0K0.01%––
Beacon Investment Advisory Services, Inc.10,514$654.0K0.03%––
Cypress Capital Group10,497$653.0K0.09%––
FinTrust Capital Advisors, LLC10,508$653.0K0.19%––
Empirical Finance, LLC10,613$652.0K0.11%––
St. Johns Investment Management Company, LLC10,452$650.0K0.37%––