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Livermore
Livermore
ZHEN

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

Q2 2021 vs. Q1 2021

How the institutions holding Southern Co changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of SO: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders1,491171,508+34
Shares631.6M1.24M632.8M+2.38M (+0.4%)
Value$39.2B$77.2M$38.3B−$887.4M (−2.3%)

17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (125)

Institutions that held Southern Co at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 125 by value.

Institutions new to SO in Q2 2021
InstitutionSharesValue% of portfolio
Amundi612,462$37.1M0.03%
Mawer Investment Management Ltd.551,744$33.4M0.17%
Healthcare of Ontario Pension Plan Trust Fund535,702$32.4M0.07%
Qube Research & Technologies Ltd507,430$30.7M0.38%
Duality Advisers, LP132,878$8.04M0.71%
Inscription Capital, LLC98,678$5.97M0.68%
Pinnacle Wealth Advisors93,121$5.63M0.23%
Capital Fund Management S.A.63,958$3.87M0.10%
Dynamic Technology Lab Private Ltd61,555$3.73M0.37%
Albion Financial Group58,109$3.52M0.30%
Hall Private Wealth Advisors57,585$3.48M2.27%
Andra AP-fonden52,400$3.17M0.06%
WBI Investments46,285$2.80M0.43%
Usca Ria LLC45,246$2.74M0.17%
BBVA USA45,193$2.73M0.15%
Teza Capital Management LLC44,229$2.68M0.43%
Capstone Investment Advisors, LLC34,354$2.08M0.05%
MD Financial Management Inc.33,360$2.02M0.06%
Derbend Asset Management26,534$1.61M1.50%
Bayesian Capital Management, LP23,571$1.43M0.37%
Claybrook Capital, LLC22,333$1.35M0.44%
Verition Fund Management LLC21,649$1.31M0.02%
Redwood Investment Management, LLC20,087$1.22M0.20%
Bridgefront Capital, LLC20,037$1.21M0.46%
Stevens Capital Management LP18,951$1.15M0.34%
Platform Technology Partners18,047$1.09M0.45%
Virtu Financial LLC17,543$1.06M0.10%
Campbell & CO Investment Adviser LLC17,450$1.06M0.45%
KG&L Capital Management,LLC17,257$1.04M0.48%
Regal Investment Advisors LLC16,911$1.02M0.10%
LaFleur & Godfrey LLC16,175$983.0K0.14%
Prelude Capital Management, LLC15,591$943.0K0.05%
Sciencast Management LP13,922$851.0K0.18%
Maverick Capital LtdSuperinvestorMaverick Capital13,728$831.0K0.01%
Wolverine Trading, LLC13,457$814.0K0.02%
Magnolia Capital Advisors LLC13,376$809.0K0.36%
New World Advisors LLC12,004$726.0K0.49%
Chilton Capital Management LLC11,521$697.0K0.04%
Nicollet Investment Management, Inc.11,471$694.0K0.28%
Simplex Trading, LLC11,239$680.0K0.02%
Weld Capital Management LLC10,609$642.0K0.65%
Prime Capital Investment Advisors, LLC10,341$626.0K0.04%
Clarius Group, LLC10,170$615.0K0.06%
SG3 Management, LLC10,000$605.0K0.26%
Acorn Wealth Advisors, LLC9,582$580.0K0.40%
Caption Management, LLC8,800$532.0K0.05%
CSM Advisors, LLC8,526$516.0K0.03%
NSI Retail Advisors, LLC8,526$516.0K0.08%
TBH Global Asset Management, LLC8,455$512.0K0.12%
Allegheny Financial Group LTD8,299$502.0K0.23%
Advisor Resource Council8,221$497.0K0.05%
Ascent Wealth Partners, LLC8,154$493.0K0.09%
Accurate Wealth Management, LLC8,084$489.0K0.43%
Maven Securities LTD7,619$461.0K0.05%
Blueshift Asset Management, LLC7,547$457.0K0.03%
Deseret Mutual Benefit Administrators7,437$450.0K0.11%
Shikiar Asset Management Inc7,100$430.0K0.12%
Baker Boyer National Bank6,000$428.0K0.22%
Qtron Investments LLC7,020$425.0K0.11%
Point72 Hong Kong Ltd6,568$397.0K0.03%
Triumph Capital Management6,405$396.0K0.23%
Goodman Financial Corp6,499$393.0K0.12%
Pinnacle Wealth Management Group, Inc.6,414$388.0K0.28%
Centiva Capital, LP6,239$378.0K0.03%
West Family Investments, Inc.5,998$363.0K0.10%
Cliftonlarsonallen Wealth Advisors, LLC5,938$359.0K0.01%
Meristem Family Wealth, LLC5,900$357.0K0.06%
Advisor OS, LLC5,763$349.0K0.07%
Wealth Advisory Solutions, LLC5,632$341.0K0.08%
McGowan Group Asset Management, Inc.5,454$330.0K0.05%
NuWave Investment Management, LLC5,099$309.0K0.34%
First Mercantile Trust Co5,030$304.0K0.04%
Infrastructure Capital Advisors, LLC5,001$303.0K0.07%
Clear Creek Financial Management, LLC4,904$297.0K0.05%
Asset Allocation & Management Company, LLC4,700$284.0K0.13%
Wambolt & Associates, LLC4,594$282.0K0.12%
DRW Securities, LLC4,610$279.0K0.04%
Asahi Life Asset Management Co., Ltd.4,610$279.0K0.04%
Jump Financial, LLC4,344$263.0K0.03%
Capula Management Ltd4,332$262.0K0.05%
Baldwin Investment Management, LLC4,200$254.0K0.04%
Columbia Trust Co 010120164,192$254.0K0.14%
Brandywine Oak Private Wealth LLC4,162$251.0K0.03%
Ramsey Quantitative Systems4,090$248.0K1.37%
Lafayette Investments, Inc.4,000$242.0K0.07%
Kimelman & Baird, LLC4,000$242.0K0.02%
Machina Capital S.A.S.3,927$238.0K0.40%
Ategra Capital Management, LLC3,900$236.0K0.12%
Cypress Capital Management LLC3,860$234.0K0.03%
Dark Forest Capital Management LP3,710$224.0K0.10%
Continuum Advisory, LLC3,517$213.0K0.07%
Two Sigma Securities, LLC3,510$212.0K0.05%
Secure Asset Management, LLC3,397$206.0K0.10%
Engine No. 1 LLC3,379$204.0K0.06%
Cornerstone Advisory, LLC3,327$201.0K0.03%
PRW Wealth Management LLC3,319$201.0K0.06%
Brendel Financial Advisors LLC3,100$188.0K0.10%
Castleview Partners, LLC2,885$175.0K0.08%
PGGM Investments2,830$171.0K0.00%
Evermay Wealth Management LLC2,805$170.0K0.03%

Sold out (91)

Institutions that held Southern Co at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of SO in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Natixis238,198$14.8M
HITE Hedge Asset Management LLC199,501$12.4M
Balyasny Asset Management LLC172,449$10.7M
Virginia Retirement Systems Et Al170,000$10.6M
LMR Partners LLP47,707$2.96M
Voya Financial Advisors, Inc.40,540$2.50M
Schonfeld Strategic Advisors LLC37,434$2.33M
LS Investment Advisors, LLC26,009$1.62M
Trexquant Investment LP24,697$1.53M
Strategy Asset Managers LLC20,773$1.29M
Parallax Volatility Advisers, L.P.12,606$784.0K
Occudo Quantitative Strategies LP12,463$775.0K
FORA Capital, LLC11,173$695.0K
Tocqueville Asset Management L.P.10,530$655.0K
Marino, Stram & Associates LLC10,437$649.0K
Sound Financial Strategies Group, LLC9,530$592.0K
Compagnie Lombard Odier SCmA9,000$559.0K
Ci Investments Inc.8,667$539.0K
Cim Investment Mangement Inc8,626$536.0K
Stadion Money Management, LLC8,526$530.0K
Summitry LLC8,350$519.0K
M Holdings Securities, Inc.8,225$511.0K
Seven Eight Capital, LP8,300$510.0K
First National Bank of Hutchinson8,079$502.0K
Princeton Portfolio Strategies Group LLC7,649$475.0K
Independent Solutions Wealth Management, LLC7,473$464.5K
Connecticut Wealth Management, LLC7,342$456.0K
Univest Financial Corp7,013$436.0K
Polar Asset Management Partners Inc.6,525$406.0K
Signet Financial Management, LLC5,767$358.0K
Watchman Group, Inc.5,207$324.0K
Shulman DeMeo Asset Management LLC5,035$313.0K
Nomura Holdings Inc5,016$312.0K
Dakota Wealth Management4,951$307.0K
Trinity Legacy Partners, LLC4,404$286.0K
Baker Tilly Wealth Management, LLC4,404$274.0K
Sun Life Financial INC4,367$271.0K
Arrowstreet Capital, Limited Partnership4,100$255.0K
Menard Financial Group LLC4,082$254.0K
Rock Point Advisors, LLC4,054$252.0K
Sabal Trust CO3,923$244.0K
Vicus Capital3,904$243.0K
Neo Ivy Capital Management3,893$242.0K
Insight Wealth Strategies, LLC3,844$239.0K
Octavia Wealth Advisors, LLC3,702$230.0K
Financial Partners Group, Inc3,628$226.0K
Athanor Capital, LP3,596$224.0K
Wealth Management Associates, Inc.3,586$222.9K
First Citizens Bank & Trust Co3,508$218.0K
Wedgewood Investors Inc3,500$218.0K
Vanguard Capital Wealth Advisors3,442$216.2K
GHP Investment Advisors, Inc.3,452$215.0K
Elwood & Goetz Wealth Advisory Group, LLC3,408$212.0K
Proficio Capital Partners LLC3,400$211.0K
Capital City Trust Co3,331$207.0K
GM Advisory Group, Inc.3,317$206.0K
Pitcairn Co3,295$205.0K
Bluestein R H & Co3,300$205.0K
Trust Co of Virginia3,290$205.0K
SageGuard Financial Group, LLC3,313$205.0K
Klingman & Associates, LLC3,278$204.0K
Appleton Partners Inc3,273$203.0K
MidWestOne Financial Group, Inc.3,250$202.0K
Granite Investment Advisors, LLC3,233$201.0K
Measured Wealth Private Client Group, LLC3,230$201.0K
Marshall Financial Group LLC3,234$201.0K
Sax Wealth Advisors, LLC3,232$201.0K
Cary Street Partner Investment Advisory LLC21,030$158.0K
MPS Loria Financial Planners, LLC1,711$106.0K
Northwest Investment Counselors, LLC950$59.0K
Certified Advisory Corp887$56.0K
RMR Wealth Builders822$51.0K
Cowa, LLC767$49.0K
Total Clarity Wealth Management, Inc.730$45.0K
Alpha DNA Investment Management LLC591$36.0K
Seven Springs Wealth Group, LLC525$33.0K
ShoreHaven Wealth Partners, LLC477$30.0K
Tradewinds Capital Management, LLC338$21.0K
Regal Wealth Group, Inc.249$15.0K
Meridian Wealth Partners, LLC222$14.0K
Wealthcare Capital Management LLC169$11.0K
Brand Asset Management Group, Inc.169$11.0K
Atlas Private Wealth Management176$11.0K
CenterStar Asset Management, LLC–$9.00K
Westchester Capital Management, Inc.134$8.00K
Black Swift Group, LLC125$8.00K
Fiduciary Planning LLC48$3.00K
Costello Asset Management, INC37$2.00K
Grandview Asset Management LLC37$2.00K
FIL Ltd12$1.00K
Transamerica Financial Advisors, Inc.10$1.00K

Not filed for Q2 2021 yet (17)

Institutions that held Southern Co at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.903,290$56.1M
Bokf, NA77,451$4.81M
Money Concepts Capital Corp53,554$3.33M
BBVA USA Bancshares, Inc.43,249$2.69M
Stewardship Financial Advisors, LLC32,302$2.01M
OneAscent Wealth Management LLC31,960$1.99M
Investment Counsel Inc.18,175$1.13M
TCF National Bank16,619$1.03M
Elevated Capital Advisors, LLC13,900$919.0K
Peak Planning Group, LLC13,394$832.5K
Employers Holdings, Inc.11,635$723.0K
Sullivan, Bruyette, Speros & Blaney, LLC10,254$637.0K
Shorepoint Capital Partners LLC4,425$275.0K
Pinnacle Advisory Group, Inc.4,188$260.0K
Atlanta Financial Associates LLC4,180$257.0K
Tompkins Financial Corp2,230$139.0K
CSat Investment Advisory, L.P.217$13.0K