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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 6 sales; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q2 2021

Institutional positions in Southern Co as of Jun 30, 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
1,508
+34 vs. Q1 2021
Shares held
632.8M
+2.38M (+0.4%) vs. Q1 2021
Total value
$38.3B
−$887.4M (−2.3%) vs. Q1 2021
New holders
125
634 more added
Sold out
91
509 more reduced

17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,508 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: 2,370 institutions
Value heldQ2 2021: $38.3B
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 20262,370$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, Q2 2021

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2021.

Institutions holding SO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers National Bank35,613$0–+4,897+15.9%Added
HBC Financial Services, PLLC7$00.00%00.0%Unchanged
Kelly Financial Services LLC12,593$2080.01%+12,387+6,013.1%Added
Raffa Wealth Management, LLC19$1.15K0.00%00.0%Unchanged
Arlington Partners LLC37$2.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC29$2.00K0.00%+2+7.4%Added
Hudock, Inc.55$3.00K0.00%00.0%Unchanged
Key Financial Inc43$3.00K0.00%00.0%Unchanged
Standard Family Office LLC51$3.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC50$3.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC47$3.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC44$3.00K0.00%+27+158.8%Added
Howe & Rusling Inc47$3.00K0.00%+47New
PNC Managed Account Solutions, Inc.57$3.00K0.00%+57New
Better Money Decisions, LLC73$4.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC76$4.00K0.00%+6+8.6%Added
Barrett Asset Management, LLC90$5.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd77$5.00K0.00%+77New
Winch Advisory Services, LLC98$6.00K0.00%+1+1.0%Added
Atlas Private Wealth Advisors100$6.00K0.00%00.0%Unchanged
KB Financial Partners, LLC102$6.00K0.00%00.0%Unchanged
Eubel Brady & Suttman Asset Management Inc100$6.00K0.00%+100New
Capital Directions Investment Advisors, LLC100$6.00K0.00%+100New
San Francisco Sentry Investment Group (Ca)114$7.00K0.00%00.0%Unchanged
Stephenson National Bank & Trust140$8.00K0.01%00.0%Unchanged
Smith Asset Management Group LP128$8.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC129$8.00K0.00%+1+0.8%Added
Addison Advisors LLC133$8.00K0.01%+133New
Gemmer Asset Management LLC143$9.00K0.00%−49−25.5%Reduced
Westside Investment Management, Inc.157$9.00K0.00%00.0%Unchanged
WD Rutherford LLC173$10.0K0.01%00.0%Unchanged
Savior LLC159$10.0K0.01%00.0%Unchanged
Bourgeon Capital Management LLC175$11.0K0.00%00.0%Unchanged
CNB Bank174$11.0K0.01%+22+14.5%Added
Spectrum Management Group, LLC200$12.0K0.00%00.0%Unchanged
Riverview Trust Co194$12.0K0.01%00.0%Unchanged
Cordasco Financial Network200$12.0K0.01%00.0%Unchanged
TSFG, LLC200$12.0K0.00%00.0%Unchanged
Resolute Partners Group200$12.0K0.00%00.0%Unchanged
Atlantic Trust, LLC191$12.0K0.01%+191New
Hoese & Co LLP200$12.0K0.01%+200New
Highlander Capital Management, LLC220$13.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC225$14.0K0.01%00.0%Unchanged
Phoenix Wealth Advisors250$15.0K0.01%00.0%Unchanged
TD Capital Management LLC246$15.0K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC–$15.0K0.00%––
Walled Lake Planning & Wealth Management, LLC240$15.0K0.01%00.0%Unchanged
Clean Yield Group250$15.0K0.01%+250New
Riggs Asset Managment Co. Inc.250$15.0K0.00%+250New
Financial Perspectives, Inc256$15.5K0.01%−15,657−98.4%Reduced
RPG Investment Advisory, LLC260$16.0K0.00%−15−5.5%Reduced
Evolution Wealth Advisors, LLC266$16.0K0.00%00.0%Unchanged
Tucker Asset Management LLC270$16.3K0.01%00.0%Unchanged
Laurel Wealth Planning LLC301$18.0K0.02%00.0%Unchanged
Edge Wealth Management LLC290$18.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P299$18.0K0.00%+299New
Whittier Trust Co of Nevada Inc320$19.0K0.00%00.0%Unchanged
First Personal Financial Services320$19.0K0.00%00.0%Unchanged
Sofos Investments, Inc.318$19.0K0.01%00.0%Unchanged
Lee Financial Co325$20.0K0.00%00.0%Unchanged
Sageworth Trust Co325$20.0K0.00%00.0%Unchanged
Cypress Point Wealth Management, LLC350$21.0K0.01%+350New
Coastal Capital Group, Inc.362$22.0K0.01%+4+1.1%Added
Semmax Financial Advisors Inc.359$22.0K0.01%00.0%Unchanged
Alpha Paradigm Partners, LLC360$22.0K0.01%+360New
Bay Harbor Wealth Management, LLC385$23.0K0.01%−584−60.3%Reduced
Retirement Group, LLC377$23.0K0.01%+1+0.3%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA392$23.7K0.03%00.0%Unchanged
MBM Wealth Consultants, LLC397$24.0K0.01%+52+15.1%Added
Corbenic Partners LLC418$25.0K0.01%−116−21.7%Reduced
JFS Wealth Advisors, LLC416$25.0K0.00%+350+530.3%Added
IMA Wealth, Inc.431$26.0K0.01%00.0%Unchanged
Valley National Advisers Inc447$27.0K0.00%00.0%Unchanged
Atwood & Palmer Inc450$27.0K0.00%00.0%Unchanged
Penserra Capital Management LLC460$27.0K0.00%+460New
Atlas Capital Advisors LLC484$29.3K0.00%+134+38.3%Added
Capital Analysts, LLC500$30.0K0.00%−8,668−94.5%Reduced
Sound Income Strategies, LLC491$30.0K0.00%−2,599−84.1%Reduced
D'Orazio & Associates, Inc.500$30.0K0.01%00.0%Unchanged
Canton Hathaway, LLC500$30.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC502$30.0K0.02%00.0%Unchanged
Lion Street Advisors, LLC525$31.8K1.15%+525New
Endurance Wealth Management, Inc.534$32.0K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC537$32.0K0.02%00.0%Unchanged
Flagship Private Wealth, LLC522$32.3K0.02%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA552$33.0K0.02%00.0%Unchanged
SOA Wealth Advisors, LLC.548$33.0K0.01%+28+5.4%Added
Webster Bank, N. A.596$36.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.588$36.0K0.02%+103+21.2%Added
Cascade Investment Advisors, Inc.600$36.3K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC613$37.0K0.01%−1−0.2%Reduced
IAG Wealth Partners, LLC607$37.0K0.01%+145+31.4%Added
Sterling Financial Planning, Inc.626$38.0K0.02%00.0%Unchanged
Advocacy Wealth Management Services, LLC636$38.0K0.01%+636New
Federation des caisses Desjardins du Quebec631$38.2K0.00%−1,053−62.5%Reduced
Piscataqua Savings Bank640$39.0K0.03%00.0%Unchanged
Perennial Advisors, LLC680$41.0K0.01%00.0%Unchanged
Logan Capital Management Inc700$42.0K0.00%−850−54.8%Reduced
Founders Capital Management700$42.0K0.03%00.0%Unchanged
Capital Advisors, Ltd. LLC690$42.0K0.01%00.0%Unchanged