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 |
|---|---|---|---|---|---|
| Trustco Bank Corp N Y | 27,845 | $1.68M | 1.51% | −1,200−4.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 27,988 | $1.69M | 0.04% | +2,211+8.6% | Added |
| Brown Advisory Inc | 28,022 | $1.70M | 0.00% | −781−2.7% | Reduced |
| Coastal Bridge Advisors, LLC | 28,099 | $1.70M | 0.35% | +2,326+9.0% | Added |
| Nepsis, Inc. | 28,145 | $1.70M | 0.54% | −254−0.9% | Reduced |
| Nachman Norwood & Parrott, Inc | 28,297 | $1.71M | 0.17% | +1,855+7.0% | Added |
| NBT Bank N A | 28,573 | $1.73M | 0.24% | −193−0.7% | Reduced |
| Waters Parkerson & Co., LLC | 28,693 | $1.74M | 0.10% | +50+0.2% | Added |
| Peapack Gladstone Financial Corp | 28,860 | $1.75M | 0.04% | −320−1.1% | Reduced |
| Soltis Investment Advisors LLC | 29,075 | $1.76M | 0.28% | +4,290+17.3% | Added |
| Leelyn Smith, LLC | 29,171 | $1.76M | 0.52% | +600+2.1% | Added |
| Tokio Marine Asset Management Co Ltd | 29,561 | $1.79M | 0.16% | −461−1.5% | Reduced |
| Essex Financial Services, Inc. | 28,794 | $1.79M | 0.26% | 00.0% | Unchanged |
| IBM Retirement Fund | 29,758 | $1.80M | 0.14% | −6,119−17.1% | Reduced |
| Robbins Farley LLC | 29,806 | $1.80M | 2.04% | +11,866+66.1% | Added |
| Shell Asset Management Co | 30,106 | $1.82M | 0.04% | +697+2.4% | Added |
| Financial Partners Capital Management LLC | 30,120 | $1.82M | 0.33% | +11,720+63.7% | Added |
| Centaurus Financial, Inc. | 30,237 | $1.83M | 0.15% | −2,339−7.2% | Reduced |
| Sumitomo Life Insurance Co | 30,333 | $1.83M | 0.06% | −5,038−14.2% | Reduced |
| Aptus Capital Advisors, LLC | 30,461 | $1.84M | 0.08% | +5,613+22.6% | Added |
| GWM Advisors LLC | 30,819 | $1.86M | 0.05% | +840+2.8% | Added |
| Geneos Wealth Management Inc. | 30,503 | $1.88M | 0.07% | −8,254−21.3% | Reduced |
| StoneX Group Inc. | 31,541 | $1.91M | 0.28% | +7,620+31.9% | Added |
| Everence Capital Management Inc | 31,681 | $1.92M | 0.16% | +6,560+26.1% | Added |
| Regentatlantic Capital LLC | 31,745 | $1.92M | 0.06% | +6,603+26.3% | Added |
| First City Capital Management, Inc. | 29,327 | $1.93M | 1.06% | −30.0% | Reduced |
| Sowell Financial Services LLC | 31,895 | $1.93M | 0.13% | −13,151−29.2% | Reduced |
| World Asset Management Inc | 31,913 | $1.93M | 0.18% | −422−1.3% | Reduced |
| Day & Ennis, LLC | 31,912 | $1.93M | 0.67% | +42+0.1% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $1.96M | 0.09% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 32,335 | $1.96M | 0.26% | +456+1.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,377 | $1.96M | 0.01% | −5,971−15.6% | Reduced |
| Diversified Portfolios, Inc. | 32,547 | $1.97M | 0.74% | −818−2.5% | Reduced |
| Cigna Investments Inc | 32,929 | $1.99M | 0.14% | −5,083−13.4% | Reduced |
| GSB Wealth Management, LLC | 32,960 | $1.99M | 0.62% | +216+0.7% | Added |
| Selective Wealth Management, Inc. | 33,233 | $2.01M | 1.60% | −11,798−26.2% | Reduced |
| MD Financial Management Inc. | 33,360 | $2.02M | 0.06% | +33,360 | New |
| Brooks, Moore & Associates, Inc. | 33,480 | $2.03M | 1.29% | −1,951−5.5% | Reduced |
| Laurel Wealth Advisors LLC | 33,536 | $2.03M | 0.45% | +4,173+14.2% | Added |
| Nicholas Hoffman & Company, LLC. | 33,667 | $2.04M | 0.37% | +954+2.9% | Added |
| Harbor Financial Services, LLC | 33,862 | $2.05M | 0.86% | −2,105−5.9% | Reduced |
| Vectors Research Management, LLC | 33,861 | $2.05M | 0.52% | +5,148+17.9% | Added |
| HNP Capital LLC | 33,861 | $2.05M | 0.54% | +5,379+18.9% | Added |
| Azimuth Capital Management LLC | 34,055 | $2.06M | 0.09% | +955+2.9% | Added |
| Mechanics Bank Trust Department | 34,072 | $2.06M | 0.34% | +215+0.6% | Added |
| Woodmont Investment Counsel LLC | 34,149 | $2.07M | 0.32% | −2,575−7.0% | Reduced |
| Illinois Municipal Retirement Fund | 34,237 | $2.07M | 0.08% | −100,325−74.6% | Reduced |
| Capstone Investment Advisors, LLC | 34,354 | $2.08M | 0.05% | +34,354 | New |
| South State Corp. | 34,364 | $2.08M | 0.18% | +380+1.1% | Added |
| Bank of Hawaii | 34,602 | $2.09M | 0.12% | −2,670−7.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,612 | $2.09M | 0.20% | −1,414−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 34,733 | $2.10M | 0.01% | +15,916+84.6% | Added |
| Level Four Advisory Services, LLC | 35,055 | $2.12M | 0.15% | +3,069+9.6% | Added |
| HighPoint Advisor Group LLC | 35,161 | $2.13M | 0.21% | +1,305+3.9% | Added |
| Hayek Kallen Investment Management | 35,548 | $2.15M | 0.90% | −50−0.1% | Reduced |
| Clarkston Capital Partners, LLC | 35,620 | $2.15M | 0.04% | +40+0.1% | Added |
| Pinkerton Retirement Specialists, LLC | 35,612 | $2.15M | 0.42% | +1,337+3.9% | Added |
| Rothschild Investment Corp | 35,847 | $2.17M | 0.17% | +542+1.5% | Added |
| Warren Averett Asset Management, LLC | 33,093 | $2.17M | 0.20% | +4,165+14.4% | Added |
| Lantz Financial LLC | 36,102 | $2.19M | 1.12% | +462+1.3% | Added |
| Pinnacle Associates Ltd | 36,153 | $2.19M | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 36,540 | $2.21M | 0.14% | −1,164−3.1% | Reduced |
| Oakworth Capital, Inc. | 36,555 | $2.21M | 0.22% | +3,755+11.4% | Added |
| Dearborn Partners LLC | 36,887 | $2.23M | 0.09% | +376+1.0% | Added |
| Veritable, L.P. | 36,974 | $2.24M | 0.04% | +400+1.1% | Added |
| Family Legacy, Inc. | 35,748 | $2.25M | 1.00% | −21−0.1% | Reduced |
| Hancock Whitney Corp | 37,228 | $2.25M | 0.07% | −4,818−11.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 37,560 | $2.27M | 0.44% | −100−0.3% | Reduced |
| Argyle Capital Management Inc. | 38,059 | $2.30M | 0.74% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 38,268 | $2.32M | 0.39% | +3,420+9.8% | Added |
| Lakeview Capital Partners, LLC | 38,609 | $2.34M | 1.02% | +708+1.9% | Added |
| Northstar Investment Advisors LLC | 36,991 | $2.36M | 0.31% | −7,341−16.6% | Reduced |
| Advisor Partners LLC | 39,064 | $2.36M | 0.16% | −860−2.2% | Reduced |
| Paloma Partners Management Co | 39,073 | $2.36M | 0.06% | +23,312+147.9% | Added |
| Argent Trust Co | 39,202 | $2.37M | 0.16% | −176−0.4% | Reduced |
| Simmons Bank | 39,603 | $2.40M | 0.17% | +819+2.1% | Added |
| Alerus Financial NA | 39,879 | $2.41M | 0.24% | −28,582−41.7% | Reduced |
| Wills Financial Group, Inc. | 39,940 | $2.42M | 1.05% | +1,906+5.0% | Added |
| Roosevelt Investment Group LLC | 39,944 | $2.42M | 0.15% | +1,028+2.6% | Added |
| Brick & Kyle, Associates | 40,084 | $2.42M | 1.26% | −153−0.4% | Reduced |
| Jefferies Group LLC | 40,028 | $2.42M | 0.04% | +27,495+219.4% | Added |
| Main Street Financial Solutions, LLC | 40,048 | $2.42M | 0.39% | +637+1.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 40,184 | $2.43M | 0.81% | +1,311+3.4% | Added |
| Greatmark Investment Partners, Inc. | 40,425 | $2.45M | 0.44% | +202+0.5% | Added |
| Signaturefd, LLC | 40,640 | $2.46M | 0.10% | −1,869−4.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 40,786 | $2.47M | 1.38% | −553−1.3% | Reduced |
| Jones Road Capital Management, L.P. | 41,050 | $2.48M | 1.61% | +11,050+36.8% | Added |
| Quadrature Capital Ltd | 41,106 | $2.49M | 0.09% | −6,964−14.5% | Reduced |
| United Asset Strategies, Inc. | 41,226 | $2.50M | 0.33% | +1,178+2.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 41,315 | $2.50M | 0.96% | −40−0.1% | Reduced |
| First Bank & Trust | 41,337 | $2.50M | 1.21% | +761+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 41,500 | $2.51M | 0.05% | −1,165−2.7% | Reduced |
| Optimal Asset Management, Inc. | 41,518 | $2.51M | 0.30% | +20.0% | Added |
| Csenge Advisory Group | 41,137 | $2.53M | 0.22% | +3,077+8.1% | Added |
| 6 Meridian | 41,864 | $2.53M | 0.20% | −1,197−2.8% | Reduced |
| Seeyond | 42,090 | $2.55M | 0.24% | −432−1.0% | Reduced |
| Cornercap Investment Counsel Inc | 42,078 | $2.55M | 0.28% | +2,190+5.5% | Added |
| Doyle Wealth Management | 42,187 | $2.55M | 0.21% | +1,862+4.6% | Added |
| Lincoln National Corp | 42,223 | $2.55M | 0.05% | −2,013−4.6% | Reduced |
| Man Group plc | 42,290 | $2.56M | 0.01% | +35,211+497.4% | Added |