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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 83,488 | $4.79M | 0.00% | +31,817+61.6% | Added |
| CIBC World Markets Inc. | 79,325 | $4.80M | 0.01% | −4,616−5.5% | Reduced |
| Fisher Asset Management, LLC | 79,648 | $4.82M | 0.00% | +3,191+4.2% | Added |
| Sky Investment Group LLC | 79,910 | $4.83M | 1.09% | −640−0.8% | Reduced |
| RFG Advisory, LLC | 80,074 | $4.84M | 0.43% | +2,035+2.6% | Added |
| Maryland State Retirement & Pension System | 79,296 | $4.89M | 0.16% | −1,609−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 81,050 | $4.90M | 0.05% | 00.0% | Unchanged |
| First Horizon Corp | 81,886 | $4.95M | 0.44% | +2,514+3.2% | Added |
| Old Point Trust & Financial Services N A | 82,751 | $5.01M | 2.21% | +350+0.4% | Added |
| Brookstone Capital Management | 81,737 | $5.01M | 0.09% | +13,642+20.0% | Added |
| Wealthfront Advisers LLC | 83,115 | $5.03M | 0.02% | +10,383+14.3% | Added |
| Sound View Wealth Advisors Group, LLC | 83,341 | $5.04M | 1.06% | −283−0.3% | Reduced |
| Central Trust Co | 84,190 | $5.09M | 0.18% | −320−0.4% | Reduced |
| Thomasville National Bank | 87,131 | $5.27M | 0.56% | +6,842+8.5% | Added |
| Norinchukin Bank, The | 87,595 | $5.30M | 0.08% | −310−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 88,205 | $5.34M | 0.13% | −1,253−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 88,619 | $5.36M | 0.06% | +914+1.0% | Added |
| Securian Asset Management, Inc | 89,271 | $5.40M | 0.11% | −290−0.3% | Reduced |
| NN Investment Partners Holdings N.V. | 89,396 | $5.41M | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 89,633 | $5.42M | 0.04% | +33,381+59.3% | Added |
| Blair William & Co | 89,771 | $5.43M | 0.02% | +108+0.1% | Added |
| Cornerstone Advisors, LLC | 90,000 | $5.45M | 0.32% | +78,000+650.0% | Added |
| Umb Bank N A | 90,416 | $5.47M | 0.13% | +1,471+1.7% | Added |
| Fiduciary Group LLC | 85,806 | $5.49M | 0.64% | +6,244+7.8% | Added |
| Advisors Asset Management, Inc. | 91,009 | $5.51M | 0.08% | −8,076−8.2% | Reduced |
| Carret Asset Management, LLC | 91,102 | $5.51M | 0.65% | +250+0.3% | Added |
| Homrich & Berg | 91,296 | $5.52M | 0.13% | +2,565+2.9% | Added |
| New England Asset Management Inc | 91,595 | $5.54M | 0.10% | +1,600+1.8% | Added |
| Raymond James Trust N.A. | 91,913 | $5.56M | 0.18% | −779−0.8% | Reduced |
| Massmutual Trust Co FSB | 92,348 | $5.59M | 0.24% | +2,723+3.0% | Added |
| Aull & Monroe Investment Management Corp | 92,975 | $5.63M | 2.67% | −506−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 93,121 | $5.63M | 0.23% | +1,124+1.2% | Added |
| Pinnacle Wealth Advisors | 93,121 | $5.63M | 0.23% | +93,121 | New |
| Jupiter Asset Management Ltd | 93,481 | $5.66M | 0.06% | +6,835+7.9% | Added |
| Achmea Investment Management B.V. | 94,083 | $5.69M | 0.19% | −23,415−19.9% | Reduced |
| Cetera Advisor Networks LLC | 97,710 | $5.91M | 0.08% | +57,992+146.0% | Added |
| Principle Wealth Partners LLC | 98,678 | $5.97M | 0.68% | +1,751+1.8% | Added |
| Inscription Capital, LLC | 98,678 | $5.97M | 0.68% | +98,678 | New |
| South Dakota Investment Council | 99,071 | $6.00M | 0.11% | −11,080−10.1% | Reduced |
| Private Advisor Group, LLC | 99,100 | $6.00M | 0.05% | +2,187+2.3% | Added |
| Jane Street Group, LLC | 99,503 | $6.02M | 0.02% | +80,813+432.4% | Added |
| Fifth Third Bancorp | 100,434 | $6.08M | 0.03% | −480.0% | Reduced |
| First PREMIER Bank | 100,491 | $6.08M | 1.76% | −135−0.1% | Reduced |
| Advisory Services Network, LLC | 100,954 | $6.11M | 0.19% | +18,947+23.1% | Added |
| Huntington National Bank | 101,668 | $6.15M | 0.06% | +14,163+16.2% | Added |
| MainStreet Investment Advisors LLC | 102,573 | $6.21M | 0.53% | +1,287+1.3% | Added |
| ING Groep NV | 103,069 | $6.24M | 0.10% | +15,157+17.2% | Added |
| Mayflower Financial Advisors, LLC | 103,159 | $6.24M | 0.87% | +30.0% | Added |
| Biondo Investment Advisors, LLC | 102,242 | $6.25M | 1.07% | +4,869+5.0% | Added |
| Nissay Asset Management Corp | 106,820 | $6.46M | 0.06% | +6,813+6.8% | Added |
| Allianz Asset Management GmbH | 107,697 | $6.52M | 0.01% | −84,940−44.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 108,988 | $6.59M | 0.03% | −54,669−33.4% | Reduced |
| Kanawha Capital Management LLC | 109,051 | $6.60M | 0.61% | −1,630−1.5% | Reduced |
| Greystone Financial Group, LLC | 109,666 | $6.64M | 1.65% | +896+0.8% | Added |
| Bragg Financial Advisors, Inc | 113,643 | $6.88M | 0.44% | −3,625−3.1% | Reduced |
| Trustmark National Bank Trust Department | 113,857 | $6.89M | 0.55% | −2,851−2.4% | Reduced |
| Associated Banc-Corp | 114,484 | $6.93M | 0.27% | −27,366−19.3% | Reduced |
| Cetera Investment Advisers | 116,135 | $7.03M | 0.11% | +13,352+13.0% | Added |
| Signature Wealth Management Group | 116,545 | $7.05M | 3.93% | +14,510+14.2% | Added |
| Hartford Investment Management Co | 116,961 | $7.08M | 0.18% | −2,319−1.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 118,033 | $7.14M | 0.67% | −1,806−1.5% | Reduced |
| Thrivent Financial for Lutherans | 118,903 | $7.20M | 0.01% | −1,115−0.9% | Reduced |
| Cahaba Wealth Management, Inc. | 113,424 | $7.24M | 1.12% | +19,752+21.1% | Added |
| Core Alternative Capital | 120,160 | $7.27M | 1.69% | +17,956+17.6% | Added |
| KBC Group NV | 120,419 | $7.29M | 0.03% | +3,886+3.3% | Added |
| Westpac Banking Corp | 120,471 | $7.29M | 0.07% | +1,085+0.9% | Added |
| Becker Capital Management Inc | 126,249 | $7.64M | 0.32% | −3,106−2.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 126,261 | $7.64M | 0.62% | −3,971−3.0% | Reduced |
| TCTC Holdings, LLC | 126,906 | $7.68M | 0.35% | −2,750−2.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 128,379 | $7.76M | 0.14% | +45,639+55.2% | Added |
| Metropolitan Life Insurance Co | 128,740 | $7.79M | 0.11% | −1,789−1.4% | Reduced |
| Buckhead Capital Management LLC | 129,105 | $7.81M | 1.73% | +440.0% | Added |
| M&T Bank Corp | 131,516 | $7.96M | 0.03% | −6,765−4.9% | Reduced |
| Morgan Dempsey Capital Management LLC | 131,544 | $7.96M | 2.49% | −5,144−3.8% | Reduced |
| Brinker Capital Investments, LLC | 132,589 | $8.02M | 0.11% | +14,554+12.3% | Added |
| Duality Advisers, LP | 132,878 | $8.04M | 0.71% | +132,878 | New |
| IFM Investors Pty Ltd | 133,589 | $8.08M | 0.17% | +23,127+20.9% | Added |
| Rockland Trust Co | 134,914 | $8.16M | 0.56% | +293+0.2% | Added |
| Nisa Investment Advisors, LLC | 135,490 | $8.20M | 0.05% | −989−0.7% | Reduced |
| Keybank National Association | 135,576 | $8.20M | 0.04% | −1,723−1.3% | Reduced |
| Advisors Management Group Inc | 135,919 | $8.22M | 2.45% | −587−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 136,120 | $8.24M | 0.10% | +17,938+15.2% | Added |
| Stephens Inc | 136,470 | $8.26M | 0.12% | +4,719+3.6% | Added |
| Mutual of America Capital Management LLC | 138,201 | $8.36M | 0.08% | +1,600+1.2% | Added |
| Bridgeworth, LLC | 138,433 | $8.38M | 2.38% | +3,519+2.6% | Added |
| CIBC Private Wealth Group, LLC | 140,722 | $8.52M | 0.02% | −3,669−2.5% | Reduced |
| Northern Oak Wealth Management Inc | 141,752 | $8.58M | 1.04% | +4,134+3.0% | Added |
| Eagle Ridge Investment Management | 142,030 | $8.59M | 1.00% | +3,300+2.4% | Added |
| HRT Financial LP | 144,861 | $8.77M | 0.08% | +11,682+8.8% | Added |
| Agf Investments Inc. | 144,957 | $8.77M | 0.07% | −234−0.2% | Reduced |
| Leavell Investment Management, Inc. | 147,034 | $9.14M | 0.74% | 00.0% | Unchanged |
| Schroder Investment Management Group | 152,267 | $9.21M | 0.01% | −27,911−15.5% | Reduced |
| Intact Investment Management Inc. | 152,500 | $9.23M | 0.26% | 00.0% | Unchanged |
| Quantbot Technologies LP | 156,086 | $9.44M | 0.74% | +113,435+266.0% | Added |
| AE Wealth Management LLC | 156,250 | $9.46M | 0.08% | +16,472+11.8% | Added |
| Exchange Traded Concepts, LLC | 158,407 | $9.59M | 0.30% | +81,521+106.0% | Added |
| Te Ahumairangi Investment Management Ltd | 159,463 | $9.65M | 1.26% | −4,000−2.4% | Reduced |
| Maryland Capital Management | 161,011 | $9.74M | 0.59% | −5,962−3.6% | Reduced |
| Mackay Shields LLC | 166,173 | $10.1M | 0.09% | −59,514−26.4% | Reduced |
| Eaton Vance Management | 167,673 | $10.1M | 0.01% | +19,552+13.2% | Added |