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.
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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 700 | $42.0K | 0.01% | +200+40.0% | Added |
| JNBA Financial Advisors | 718 | $43.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 718 | $43.0K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 720 | $44.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 750 | $45.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 750 | $45.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 768 | $46.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 788 | $48.0K | 0.01% | +100+14.5% | Added |
| Bellevue Asset Management, LLC | 810 | $49.0K | 0.03% | −166−17.0% | Reduced |
| Larson Financial Group LLC | 806 | $49.0K | 0.01% | +67+9.1% | Added |
| MV Capital Management, Inc. | 810 | $49.0K | 0.01% | +137+20.4% | Added |
| Versant Capital Management, Inc | 828 | $50.0K | 0.02% | −212−20.4% | Reduced |
| Pin Oak Investment Advisors Inc | 2,000 | $51.0K | 0.05% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 880 | $53.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 883 | $53.0K | 0.01% | +874+9,711.1% | Added |
| Tortoise Investment Management, LLC | 900 | $54.0K | 0.01% | +835+1,284.6% | Added |
| Johnson Financial Group, Inc. | 909 | $55.0K | 0.00% | −200−18.0% | Reduced |
| Global Trust Asset Management, LLC | 908 | $55.0K | 0.03% | −9−1.0% | Reduced |
| Parisi Gray Wealth Management | 914 | $55.0K | 0.02% | +914 | New |
| West Branch Capital LLC | 922 | $56.0K | 0.03% | +922 | New |
| Pflug Koory, LLC | 948 | $57.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 950 | $57.0K | 0.01% | +500+111.1% | Added |
| Lindbrook Capital, LLC | 966 | $58.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 957 | $58.0K | 0.02% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,000 | $60.0K | 0.04% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,000 | $60.0K | 0.02% | +1,000 | New |
| Kistler-Tiffany Companies, LLC | 1,005 | $61.0K | 0.01% | +130+14.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,052 | $64.0K | 0.02% | −200−16.0% | Reduced |
| Evoke Wealth, LLC | 1,061 | $64.0K | 0.00% | −93−8.1% | Reduced |
| McIlrath & Eck, LLC | 1,062 | $64.0K | 0.02% | −73−6.4% | Reduced |
| Altshuler Shaham Ltd | 1,064 | $64.0K | 0.00% | +1,064 | New |
| Personal Wealth Partners | 1,071 | $65.0K | 0.03% | +1,071 | New |
| Asset Dedication, LLC | 1,146 | $69.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,135 | $69.0K | 0.03% | +11+1.0% | Added |
| Princeton Global Asset Management LLC | 1,162 | $70.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,169 | $71.0K | 0.02% | −458−28.1% | Reduced |
| Eagle Bay Advisors LLC | 1,138 | $72.0K | 0.06% | +1,138 | New |
| AGF Investments LLC | 1,206 | $73.0K | 0.01% | +262+27.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,235 | $75.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,246 | $75.4K | 0.01% | −842−40.3% | Reduced |
| Crescent Capital Consulting, LLC | 1,299 | $79.0K | 0.01% | −1,900−59.4% | Reduced |
| Prentice Wealth Management LLC | 1,308 | $79.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,350 | $81.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,370 | $83.0K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 1,404 | $85.0K | 0.00% | −385−21.5% | Reduced |
| Column Capital Advisors, LLC | 1,405 | $85.0K | 0.02% | −300−17.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,429 | $86.0K | 0.00% | +211+17.3% | Added |
| Central Bank & Trust Co | 1,432 | $87.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,495 | $90.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $91.0K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,498 | $91.0K | 0.06% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,555 | $94.0K | 0.03% | −12−0.8% | Reduced |
| Bogart Wealth, LLC | 1,589 | $96.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 1,608 | $97.0K | 0.02% | +4+0.2% | Added |
| Norway Savings Bank | 1,596 | $97.0K | 0.05% | −100−5.9% | Reduced |
| NVWM, LLC | 1,613 | $98.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 1,657 | $100.0K | 0.07% | +6+0.4% | Added |
| Charter Oak Capital Management, LLC | 1,673 | $101.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,720 | $104.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $104.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,712 | $104.0K | 0.05% | +17+1.0% | Added |
| Silvant Capital Management LLC | 1,727 | $105.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,751 | $106.0K | 0.04% | −238−12.0% | Reduced |
| West Paces Advisors Inc. | 1,768 | $107.0K | 0.04% | +51+3.0% | Added |
| Field & Main Bank | 1,845 | $112.0K | 0.07% | +645+53.8% | Added |
| Private Capital Group, LLC | 1,884 | $114.0K | 0.03% | −29−1.5% | Reduced |
| CX Institutional | 1,890 | $114.0K | 0.01% | +215+12.8% | Added |
| Aspire Private Capital, LLC | 1,913 | $116.0K | 0.04% | −2,556−57.2% | Reduced |
| Whittier Trust Co | 1,923 | $116.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,918 | $116.0K | 0.02% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 1,951 | $118.0K | 0.61% | −5,371−73.4% | Reduced |
| Simon Quick Advisors, LLC | 1,962 | $118.0K | 0.03% | −563−22.3% | Reduced |
| Security National Trust Co | 1,975 | $120.0K | 0.03% | +200+11.3% | Added |
| Baystate Wealth Management LLC | 1,974 | $120.0K | 0.01% | +591+42.7% | Added |
| Sonora Investment Management, LLC | 2,004 | $121.0K | 0.02% | +154+8.3% | Added |
| Corsicana & Co. | 2,000 | $121.0K | 0.08% | +2,000 | New |
| Tarbox Family Office, Inc. | 2,054 | $124.0K | 0.02% | +6+0.3% | Added |
| Clear Investment Research, LLC | 2,090 | $126.0K | 0.21% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,208 | $134.0K | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,215 | $134.0K | 0.02% | +305+16.0% | Added |
| PrairieView Partners, LLC | 2,226 | $135.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2,231 | $135.0K | 0.02% | +18+0.8% | Added |
| Manchester Capital Management LLC | 2,244 | $136.0K | 0.02% | +232+11.5% | Added |
| Avion Wealth | 2,265 | $137.0K | 0.04% | +99+4.6% | Added |
| Clearview Wealth Advisors LLC | 2,279 | $138.0K | 0.09% | −25−1.1% | Reduced |
| WealthShield Partners, LLC | 2,379 | $144.0K | 0.02% | +10.0% | Added |
| Essex Investment Management Co LLC | 2,400 | $145.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,514 | $152.0K | 0.08% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,513 | $152.0K | 0.00% | +2,513 | New |
| Dividend Assets Capital, LLC | 2,585 | $156.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,665 | $161.0K | 0.04% | −653−19.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,693 | $163.0K | 0.03% | +2+0.1% | Added |
| Godsey & Gibb Associates | 2,740 | $166.0K | 0.10% | −615−18.3% | Reduced |
| Wealth Quarterback LLC | 2,769 | $168.0K | 0.10% | +2,769 | New |
| Evermay Wealth Management LLC | 2,805 | $170.0K | 0.03% | +2,805 | New |
| Horan Securities, Inc. | 2,826 | $171.0K | 0.12% | +389+16.0% | Added |
| PGGM Investments | 2,830 | $171.0K | 0.00% | +2,830 | New |
| CVA Family Office, LLC | 2,845 | $172.0K | 0.05% | +755+36.1% | Added |
| Fieldpoint Private Securities, LLC | 2,667 | $174.0K | 0.04% | −3−0.1% | Reduced |
| Cedar Mountain Advisors, LLC | 2,896 | $175.0K | 0.06% | +30+1.0% | Added |