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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 41,332 | $2.57M | 1.56% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 43,300 | $2.62M | 0.01% | −58,000−57.3% | Reduced |
| MTM Investment Management, LLC | 43,321 | $2.62M | 1.37% | +26+0.1% | Added |
| Los Angeles Capital Management LLC | 43,822 | $2.65M | 0.01% | −33,983−43.7% | Reduced |
| Teza Capital Management LLC | 44,229 | $2.68M | 0.43% | +44,229 | New |
| Armor Investment Advisors, LLC | 44,318 | $2.68M | 1.62% | +224+0.5% | Added |
| D L Carlson Investment Group Inc | 44,520 | $2.69M | 0.47% | +547+1.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 44,758 | $2.71M | 0.11% | +1,935+4.5% | Added |
| BBVA USA | 45,193 | $2.73M | 0.15% | +45,193 | New |
| Usca Ria LLC | 45,246 | $2.74M | 0.17% | +45,246 | New |
| Ziegler Capital Management, LLC | 45,337 | $2.74M | 0.09% | −2,942−6.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 45,452 | $2.75M | 1.53% | +565+1.3% | Added |
| Profund Advisors LLC | 45,678 | $2.76M | 0.09% | −2,220−4.6% | Reduced |
| Canandaigua National Corp | 46,277 | $2.80M | 0.45% | +1,105+2.4% | Added |
| WBI Investments | 46,285 | $2.80M | 0.43% | +46,285 | New |
| All Terrain Financial Advisors, LLC | 46,383 | $2.81M | 1.35% | +5,876+14.5% | Added |
| Eudaimonia Partners, LLC | 46,498 | $2.81M | 0.53% | +190.0% | Added |
| Pathstone Family Office, LLC | 46,620 | $2.82M | 0.08% | +38,423+468.7% | Added |
| FAI Wealth Management | 46,736 | $2.83M | 2.42% | −1,277−2.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 46,907 | $2.84M | 0.33% | −1,908−3.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 47,305 | $2.86M | 0.64% | −1,600−3.3% | Reduced |
| Zions Bancorporation, N.A. | 47,397 | $2.87M | 0.29% | +4,942+11.6% | Added |
| Palisade Asset Management, LLC | 47,859 | $2.90M | 0.34% | −105−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,074 | $2.91M | 0.05% | +174+0.4% | Added |
| MUFG Securities EMEA plc | 48,200 | $2.92M | 0.03% | −46,600−49.2% | Reduced |
| Montag A & Associates Inc | 50,224 | $3.04M | 0.16% | +583+1.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,462 | $3.05M | 0.01% | +2,708+5.7% | Added |
| Tiaa, FSB | 50,546 | $3.06M | 0.01% | −1,447−2.8% | Reduced |
| First National Trust Co | 50,579 | $3.06M | 0.19% | −567−1.1% | Reduced |
| NewSquare Capital LLC | 50,808 | $3.07M | 0.36% | +2,570+5.3% | Added |
| Sugarloaf Wealth Management, LLC | 51,239 | $3.10M | 0.85% | −32−0.1% | Reduced |
| Fulton Bank, N.A. | 52,032 | $3.15M | 0.15% | −1,119−2.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 52,272 | $3.16M | 0.66% | −846−1.6% | Reduced |
| Andra AP-fonden | 52,400 | $3.17M | 0.06% | +52,400 | New |
| Stratos Wealth Partners, LTD. | 52,910 | $3.20M | 0.08% | +1,723+3.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 53,081 | $3.21M | 0.16% | −1,023−1.9% | Reduced |
| Rench Wealth Management, Inc. | 53,816 | $3.26M | 1.63% | +694+1.3% | Added |
| City Holding Co | 55,295 | $3.35M | 0.59% | +1,885+3.5% | Added |
| Harbour Investments, Inc. | 55,399 | $3.35M | 0.11% | −460−0.8% | Reduced |
| Glenmede Trust Co NA | 55,722 | $3.37M | 0.02% | −27,517−33.1% | Reduced |
| Goelzer Investment Management, Inc. | 55,726 | $3.37M | 0.28% | +1,468+2.7% | Added |
| Aigen Investment Management, LP | 55,910 | $3.38M | 0.59% | −83,659−59.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 55,924 | $3.38M | 0.16% | +360+0.6% | Added |
| Telos Capital Management, Inc. | 56,460 | $3.42M | 0.45% | +255+0.5% | Added |
| Daiwa Securities Group Inc. | 56,468 | $3.42M | 0.02% | +2,801+5.2% | Added |
| Avantax Advisory Services, Inc. | 57,633 | $3.48M | 0.06% | +6,783+13.3% | Added |
| Hall Private Wealth Advisors | 57,585 | $3.48M | 2.27% | +57,585 | New |
| Steward Partners Investment Advisory, LLC | 57,754 | $3.50M | 0.06% | −17,301−23.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 57,857 | $3.50M | 1.14% | +918+1.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 57,935 | $3.51M | 0.27% | +1,223+2.2% | Added |
| Shilanski & Associates, Inc. | 58,087 | $3.52M | 1.67% | +1,324+2.3% | Added |
| Albion Financial Group | 58,109 | $3.52M | 0.30% | +58,109 | New |
| Wesbanco Bank Inc | 58,301 | $3.53M | 0.13% | −1,522−2.5% | Reduced |
| Bridge Creek Capital Management LLC | 58,310 | $3.53M | 1.33% | +1,281+2.2% | Added |
| Visionary Wealth Advisors | 58,416 | $3.54M | 0.36% | +1,214+2.1% | Added |
| Xponance, Inc. | 58,548 | $3.54M | 0.07% | +13,519+30.0% | Added |
| Baugh & Associates, LLC | 58,844 | $3.56M | 2.21% | −531−0.9% | Reduced |
| Private Asset Management Inc | 60,766 | $3.68M | 0.49% | −1,541−2.5% | Reduced |
| Stratos Wealth Advisors, LLC | 60,959 | $3.69M | 0.33% | +1,514+2.5% | Added |
| Dynamic Technology Lab Private Ltd | 61,555 | $3.73M | 0.37% | +61,555 | New |
| Kentucky Retirement Systems | 61,645 | $3.73M | 0.18% | −2,828−4.4% | Reduced |
| Anchor Investment Management, LLC | 62,821 | $3.80M | 0.53% | +786+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 63,001 | $3.81M | 0.01% | +11,837+23.1% | Added |
| Magnetar Financial LLC | 63,029 | $3.81M | 0.04% | +15,625+33.0% | Added |
| Capital Fund Management S.A. | 63,958 | $3.87M | 0.10% | +63,958 | New |
| Schaper Benz & Wise Investment Counsel Inc | 64,159 | $3.88M | 0.35% | +134+0.2% | Added |
| Siemens Fonds Invest GmbH | 64,577 | $3.91M | 0.46% | −3,086−4.6% | Reduced |
| IFG Advisory, LLC | 65,058 | $3.94M | 0.44% | −1,143−1.7% | Reduced |
| Insight Folios Inc | 65,106 | $3.94M | 2.32% | +3,456+5.6% | Added |
| D.A. Davidson & Co. | 65,865 | $3.98M | 0.05% | +5,858+9.8% | Added |
| Louisiana State Employees Retirement System | 66,000 | $3.99M | 0.10% | +500+0.8% | Added |
| Monte Financial Group, LLC | 67,048 | $4.06M | 2.31% | +453+0.7% | Added |
| Moors & Cabot, Inc. | 67,654 | $4.09M | 0.29% | +759+1.1% | Added |
| Holloway Wealth Management, LLC | – | $4.14M | 1.26% | – | – |
| Institutional & Family Asset Management, LLC | 69,217 | $4.19M | 0.69% | +10,492+17.9% | Added |
| Oppenheimer & Co Inc | 69,219 | $4.19M | 0.08% | +3,429+5.2% | Added |
| Crossmark Global Holdings, Inc. | 69,390 | $4.20M | 0.10% | +1,968+2.9% | Added |
| AlphaCrest Capital Management LLC | 69,475 | $4.20M | 0.18% | +56,264+425.9% | Added |
| Birmingham Capital Management Co Inc | 69,505 | $4.21M | 1.54% | 00.0% | Unchanged |
| Atria Investments LLC | 70,272 | $4.25M | 0.08% | −1,901−2.6% | Reduced |
| Chronos Wealth Management, LLC | 70,344 | $4.26M | 2.92% | +61+0.1% | Added |
| Orion Portfolio Solutions, LLC | 70,408 | $4.26M | 0.17% | +1,335+1.9% | Added |
| New Mexico Educational Retirement Board | 70,487 | $4.26M | 0.15% | +3,700+5.5% | Added |
| Naples Global Advisors, LLC | 70,653 | $4.28M | 0.59% | +3,413+5.1% | Added |
| McRae Capital Management Inc | 71,139 | $4.30M | 0.98% | +300.0% | Added |
| Pacer Advisors, Inc. | 73,047 | $4.42M | 0.06% | +14,540+24.9% | Added |
| CIBC World Markets Corp | 73,503 | $4.45M | 0.03% | −27,230−27.0% | Reduced |
| Bell Bank | 73,648 | $4.46M | 0.59% | +5,262+7.7% | Added |
| Mercer Global Advisors Inc | 73,994 | $4.48M | 0.03% | −3,187−4.1% | Reduced |
| Elo Mutual Pension Insurance Co | 74,196 | $4.49M | 0.15% | −2,005−2.6% | Reduced |
| Sigma Planning Corp | 74,548 | $4.51M | 0.14% | +5,076+7.3% | Added |
| Mariner, LLC | 74,925 | $4.53M | 0.03% | +5,433+7.8% | Added |
| First Republic Investment Management, Inc. | 75,272 | $4.55M | 0.01% | +8,811+13.3% | Added |
| BCM Advisors, LLC | 73,038 | $4.59M | 1.24% | −4,004−5.2% | Reduced |
| Clearbridge Investments, LLC | 75,906 | $4.59M | 0.00% | +1,042+1.4% | Added |
| TD Private Client Wealth LLC | 76,483 | $4.63M | 0.20% | −1,307−1.7% | Reduced |
| Schnieders Capital Management LLC | 76,763 | $4.64M | 1.27% | +879+1.2% | Added |
| Vestcor Inc | 78,320 | $4.74M | 0.16% | −40,682−34.2% | Reduced |
| Hantz Financial Services, Inc. | 78,476 | $4.75M | 0.17% | +4,839+6.6% | Added |
| Cetera Advisors LLC | 78,946 | $4.78M | 0.11% | −4,034−4.9% | Reduced |