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.
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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 18,834 | $1.14M | 0.03% | +527+2.9% | Added |
| Private Trust Co NA | 18,871 | $1.14M | 0.17% | −613−3.1% | Reduced |
| HawsGoodwin Investment Management LLC | 18,930 | $1.15M | 0.35% | −376−1.9% | Reduced |
| Tdam USA Inc. | 17,935 | $1.15M | 0.07% | −911−4.8% | Reduced |
| Capital Investment Advisory Services, LLC | 18,947 | $1.15M | 0.14% | +759+4.2% | Added |
| Evercore Wealth Management, LLC | 18,963 | $1.15M | 0.02% | −3,968−17.3% | Reduced |
| Stock Yards Bank & Trust Co | 18,954 | $1.15M | 0.07% | +1,119+6.3% | Added |
| Stevens Capital Management LP | 18,951 | $1.15M | 0.34% | +18,951 | New |
| Merit Financial Group, LLC | 18,984 | $1.15M | 0.11% | +702+3.8% | Added |
| Strategic Wealth Advisors Group, LLC | 18,983 | $1.15M | 0.05% | +1,481+8.5% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.15M | 0.20% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 19,081 | $1.16M | 0.02% | −158−0.8% | Reduced |
| Spire Wealth Management | 19,251 | $1.17M | 0.03% | −23,455−54.9% | Reduced |
| IHT Wealth Management, LLC | 19,544 | $1.18M | 0.08% | +851+4.6% | Added |
| Canal Insurance CO | 20,000 | $1.21M | 0.43% | +10,000+100.0% | Added |
| Bridgefront Capital, LLC | 20,037 | $1.21M | 0.46% | +20,037 | New |
| KCM Investment Advisors LLC | 20,086 | $1.22M | 0.05% | −400−2.0% | Reduced |
| Redwood Investment Management, LLC | 20,087 | $1.22M | 0.20% | +20,087 | New |
| Community Bank, N.A. | 20,112 | $1.22M | 0.14% | −634−3.1% | Reduced |
| Grove Bank & Trust | 20,178 | $1.22M | 0.26% | +1,107+5.8% | Added |
| Belpointe Asset Management LLC | 20,353 | $1.23M | 0.09% | +2,106+11.5% | Added |
| Sheets Smith Wealth Management | 20,508 | $1.24M | 0.17% | −267−1.3% | Reduced |
| Bank Ozk | 20,747 | $1.26M | 0.56% | −45−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,897 | $1.26M | 0.07% | +3,364+19.2% | Added |
| Cipher Capital LP | 20,968 | $1.27M | 0.70% | −1,281−5.8% | Reduced |
| Capital Square, LLC | 20,214 | $1.27M | 0.94% | +2,753+15.8% | Added |
| Cullinan Associates Inc | 21,020 | $1.27M | 0.07% | −1,000−4.5% | Reduced |
| Snowden Capital Advisors LLC | 21,164 | $1.28M | 0.06% | +3,934+22.8% | Added |
| FourThought Financial, LLC | 21,304 | $1.29M | 0.17% | +2,741+14.8% | Added |
| Regent Peak Wealth Advisors LLC | 20,360 | $1.30M | 0.36% | +6,392+45.8% | Added |
| CapWealth Advisors, LLC | 21,603 | $1.31M | 0.14% | −677−3.0% | Reduced |
| Northwest Bancshares, Inc. | 21,596 | $1.31M | 0.30% | +257+1.2% | Added |
| Verition Fund Management LLC | 21,649 | $1.31M | 0.02% | +21,649 | New |
| Excalibur Management Corp | 21,839 | $1.32M | 0.60% | +200+0.9% | Added |
| NorthRock Partners, LLC | 21,998 | $1.33M | 0.11% | +568+2.7% | Added |
| Southeast Asset Advisors Inc. | 21,993 | $1.33M | 0.22% | +1,322+6.4% | Added |
| Smith, Moore & Co. | 22,074 | $1.34M | 0.20% | +2,484+12.7% | Added |
| Forte Capital LLC | 22,137 | $1.34M | 0.18% | +210+1.0% | Added |
| Tower Research Capital LLC (TRC) | 22,195 | $1.34M | 0.03% | −95,981−81.2% | Reduced |
| Dynamic Advisor Solutions LLC | 22,311 | $1.35M | 0.11% | −1,041−4.5% | Reduced |
| SevenBridge Financial Group, LLC | 22,333 | $1.35M | 0.44% | +116+0.5% | Added |
| Claybrook Capital, LLC | 22,333 | $1.35M | 0.44% | +22,333 | New |
| Beacon Pointe Advisors, LLC | 22,359 | $1.35M | 0.05% | +12,849+135.1% | Added |
| Old North State Trust, LLC | 22,526 | $1.36M | 1.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 22,622 | $1.37M | 0.01% | −1,205−5.1% | Reduced |
| JT Stratford LLC | 22,841 | $1.38M | 0.44% | −806−3.4% | Reduced |
| Sandy Spring Bank | 22,845 | $1.38M | 0.07% | −21−0.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,967 | $1.39M | 0.12% | −3,150−12.1% | Reduced |
| Access Financial Services, Inc. | 22,986 | $1.39M | 0.65% | −8,319−26.6% | Reduced |
| JustInvest LLC | 23,045 | $1.39M | 0.15% | +11,410+98.1% | Added |
| Spreng Capital Management, Inc. | 23,061 | $1.40M | 0.90% | +340+1.5% | Added |
| CWS Financial Advisors, LLC | 23,122 | $1.40M | 0.56% | +310+1.4% | Added |
| First Midwest Bank Trust Division | 23,199 | $1.40M | 0.19% | −1,623−6.5% | Reduced |
| Consolidated Planning Corp | 23,247 | $1.41M | 1.04% | +215+0.9% | Added |
| BP PLC | 23,272 | $1.41M | 0.06% | −11,056−32.2% | Reduced |
| Verdence Capital Advisors LLC | 23,278 | $1.41M | 0.20% | +182+0.8% | Added |
| Stolper Co | 23,413 | $1.42M | 0.67% | +328+1.4% | Added |
| Madden Securities Corp | 23,466 | $1.42M | 0.74% | +3,450+17.2% | Added |
| Ontario Teachers Pension Plan Board | 23,561 | $1.43M | 0.02% | +19,118+430.3% | Added |
| Bayesian Capital Management, LP | 23,571 | $1.43M | 0.37% | +23,571 | New |
| Community Bank of Raymore | 23,730 | $1.44M | 0.46% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 23,768 | $1.44M | 0.11% | −500−2.1% | Reduced |
| Rafferty Asset Management, LLC | 23,816 | $1.44M | 0.01% | +2,303+10.7% | Added |
| Prospera Financial Services Inc | 23,886 | $1.45M | 0.07% | +9,245+63.1% | Added |
| Bard Financial Services, Inc. | 23,960 | $1.45M | 0.13% | −500−2.0% | Reduced |
| Rational Advisors LLC | 24,097 | $1.46M | 0.17% | +430+1.8% | Added |
| Burns J W & Co Inc | 24,455 | $1.48M | 0.23% | −65−0.3% | Reduced |
| Banque Cantonale Vaudoise | 24,483 | $1.48M | 0.07% | −79,980−76.6% | Reduced |
| Mainstay Capital Management LLC | 24,707 | $1.50M | 0.35% | +193+0.8% | Added |
| Crawford Investment Counsel Inc | 24,755 | $1.50M | 0.03% | −1,010−3.9% | Reduced |
| Hartford Financial Management Inc. | 24,749 | $1.50M | 0.37% | −200−0.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 24,902 | $1.51M | 0.12% | +92+0.4% | Added |
| Holderness Investments Co | 25,203 | $1.52M | 0.50% | −224−0.9% | Reduced |
| Farmers & Merchants Investments Inc | 25,420 | $1.54M | 0.07% | −75−0.3% | Reduced |
| Jacobi Capital Management LLC | 25,497 | $1.54M | 0.20% | +172+0.7% | Added |
| Wedbush Securities Inc | 25,982 | $1.57M | 0.07% | +4,320+19.9% | Added |
| Viking Fund Management LLC | 26,000 | $1.57M | 0.45% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 26,080 | $1.58M | 0.12% | −1,423−5.2% | Reduced |
| Bennicas & Associates, Inc. | 26,166 | $1.58M | 0.87% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 26,185 | $1.58M | 0.66% | −360−1.4% | Reduced |
| Quantitative Investment Management, LLC | 26,267 | $1.59M | 0.14% | −23,944−47.7% | Reduced |
| United Bank | 26,395 | $1.60M | 1.08% | +437+1.7% | Added |
| National Asset Management, Inc. | 26,472 | $1.60M | 0.05% | −942−3.4% | Reduced |
| Citizens National Bank Trust Department | 26,539 | $1.61M | 0.46% | −500−1.8% | Reduced |
| Derbend Asset Management | 26,534 | $1.61M | 1.50% | +26,534 | New |
| John G Ullman & Associates Inc | 26,550 | $1.61M | 0.21% | +400+1.5% | Added |
| TFG Advisers LLC | 26,597 | $1.61M | 0.78% | −426−1.6% | Reduced |
| Johnson Investment Counsel Inc | 26,642 | $1.61M | 0.02% | +331+1.3% | Added |
| NTV Asset Management LLC | 26,655 | $1.61M | 0.29% | +1,500+6.0% | Added |
| Ellsworth Advisors, LLC | 26,904 | $1.63M | 0.80% | +4,700+21.2% | Added |
| Calamos Wealth Management LLC | 27,121 | $1.64M | 0.13% | +35+0.1% | Added |
| Dean Investment Associates, LLC | 27,197 | $1.65M | 0.30% | +241+0.9% | Added |
| Greenwood Gearhart Inc | 27,321 | $1.65M | 0.27% | −71,147−72.3% | Reduced |
| Lido Advisors, LLC | 27,420 | $1.66M | 0.04% | +1,327+5.1% | Added |
| Green Square Capital Advisors LLC | 27,439 | $1.66M | 0.45% | +3,029+12.4% | Added |
| Bailard, Inc. | 27,462 | $1.66M | 0.06% | +2,339+9.3% | Added |
| Carroll Financial Associates, Inc. | 27,539 | $1.67M | 0.09% | −112−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 27,553 | $1.67M | 0.18% | −1,856−6.3% | Reduced |
| Donaldson Capital Management, LLC | 27,659 | $1.67M | 0.09% | −3,923−12.4% | Reduced |
| Kavar Capital Partners Group, LLC | 27,701 | $1.68M | 0.40% | −375−1.3% | Reduced |