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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 2,885 | $175.0K | 0.08% | +2,885 | New |
| Smithfield Trust Co | 2,916 | $176.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,921 | $177.0K | 0.02% | +602+26.0% | Added |
| MCF Advisors LLC | 2,928 | $177.0K | 0.02% | +1,574+116.2% | Added |
| Truvestments Capital LLC | 2,938 | $178.0K | 0.10% | −1,646−35.9% | Reduced |
| Lenox Wealth Advisors, LLC | 2,959 | $179.0K | 0.02% | +2,432+461.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,970 | $180.0K | 0.00% | −1,000−25.2% | Reduced |
| Enterprise Financial Services Corp | 2,963 | $180.0K | 0.03% | −500−14.4% | Reduced |
| AlphaMark Advisors, LLC | 2,996 | $181.0K | 0.07% | −100−3.2% | Reduced |
| Pinebridge Investments, L.P. | 3,009 | $182.0K | 0.00% | +60+2.0% | Added |
| JJJ Advisors Inc. | 3,115 | $188.0K | 0.07% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,100 | $188.0K | 0.10% | +3,100 | New |
| Acropolis Investment Management, LLC | 3,124 | $189.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 3,124 | $189.0K | 0.10% | +6+0.2% | Added |
| Sittner & Nelson, LLC | 3,246 | $196.0K | 0.14% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 3,300 | $200.0K | 0.08% | 00.0% | Unchanged |
| Patten Group, Inc. | 3,319 | $201.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,327 | $201.0K | 0.03% | +3,327 | New |
| PRW Wealth Management LLC | 3,319 | $201.0K | 0.06% | +3,319 | New |
| DF Dent & Co Inc | 3,341 | $202.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 3,340 | $202.0K | 0.15% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,360 | $203.0K | 0.05% | 00.0% | Unchanged |
| Engine No. 1 LLC | 3,379 | $204.0K | 0.06% | +3,379 | New |
| Isthmus Partners, LLC | 3,390 | $205.0K | 0.04% | −2,478−42.2% | Reduced |
| Violich Capital Management, Inc. | 3,400 | $206.0K | 0.03% | −1,379−28.9% | Reduced |
| WealthBridge Capital Management, LLC | 3,401 | $206.0K | 0.07% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 3,401 | $206.0K | 0.11% | +56+1.7% | Added |
| Secure Asset Management, LLC | 3,397 | $206.0K | 0.10% | +3,397 | New |
| Ironwood Investment Counsel, LLC | 3,437 | $207.0K | 0.06% | −1,063−23.6% | Reduced |
| Tufton Capital Management | 3,448 | $208.0K | 0.03% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,434 | $208.0K | 0.03% | +10+0.3% | Added |
| Arete Wealth Advisors, LLC | 4,337 | $209.0K | 0.03% | +216+5.2% | Added |
| Hodges Capital Management Inc. | 3,450 | $209.0K | 0.02% | +40+1.2% | Added |
| American State Bank (Iowa) | 3,454 | $209.0K | 0.16% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,500 | $211.0K | 0.03% | −600−14.6% | Reduced |
| David Loasby | 3,487 | $211.0K | 0.03% | +10.0% | Added |
| Websterrogers Financial Advisors, LLC | 3,353 | $211.0K | 0.05% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $212.0K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,510 | $212.0K | 0.05% | +3,510 | New |
| Nikulski Financial, Inc. | 3,390 | $213.0K | 0.10% | −1,350−28.5% | Reduced |
| Continuum Advisory, LLC | 3,517 | $213.0K | 0.07% | +3,517 | New |
| Essex Private Wealth Management, LLC | 3,536 | $214.0K | 0.20% | −144−3.9% | Reduced |
| Waldron Private Wealth LLC | 3,544 | $214.0K | 0.01% | −2−0.1% | Reduced |
| FSA Wealth Management LLC | 3,530 | $214.0K | 0.13% | 00.0% | Unchanged |
| Salem Capital Management Inc | 3,550 | $215.0K | 0.12% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 3,503 | $216.0K | 0.11% | −500−12.5% | Reduced |
| Gray Wealth Management Inc. | 3,570 | $216.0K | 0.12% | −126−3.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,576 | $216.0K | 0.14% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 3,602 | $218.0K | 0.14% | +8+0.2% | Added |
| Shoker Investment Counsel, Inc. | 3,626 | $219.0K | 0.11% | +29+0.8% | Added |
| Insight Advisors, LLC | 3,441 | $220.0K | 0.07% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 3,629 | $220.0K | 0.03% | +5+0.1% | Added |
| Heritage Wealth Advisors | 3,652 | $221.0K | 0.01% | +81+2.3% | Added |
| Modera Wealth Management, LLC | 3,654 | $221.0K | 0.01% | +4+0.1% | Added |
| Investors Asset Management of Georgia Inc | 3,657 | $221.0K | 0.12% | +114+3.2% | Added |
| Newbridge Financial Services Group, Inc. | 3,661 | $222.0K | 0.14% | −392−9.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,672 | $222.0K | 0.03% | +6+0.2% | Added |
| Nadler Financial Group, Inc. | 3,710 | $224.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 3,706 | $224.0K | 0.15% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,710 | $224.0K | 0.10% | +3,710 | New |
| Syverson Strege & Co | 3,716 | $225.0K | 0.20% | +37+1.0% | Added |
| Berman Capital Advisors, LLC | 3,749 | $226.0K | 0.04% | +964+34.6% | Added |
| Bangor Savings Bank | 3,755 | $228.0K | 0.03% | +50+1.3% | Added |
| Hobart Private Capital, LLC | 3,775 | $228.4K | 0.09% | −348−8.4% | Reduced |
| Rock Creek Group, LP | 3,830 | $232.0K | 0.03% | −303−7.3% | Reduced |
| Anchor Capital Advisors LLC | 3,850 | $233.0K | 0.00% | −1,100−22.2% | Reduced |
| Boenning & Scattergood, Inc. | 3,865 | $234.0K | 0.04% | −285−6.9% | Reduced |
| Absher Wealth Management, LLC | 3,868 | $234.0K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 3,860 | $234.0K | 0.03% | +3,860 | New |
| Ategra Capital Management, LLC | 3,900 | $236.0K | 0.12% | +3,900 | New |
| Hourglass Capital, LLC | 3,900 | $236.0K | 0.05% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 3,916 | $237.0K | 0.11% | +40+1.0% | Added |
| Gamble Jones Investment Counsel | 3,932 | $238.0K | 0.02% | −1,500−27.6% | Reduced |
| FLC Capital Advisors | 3,940 | $238.0K | 0.07% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $238.0K | 0.07% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,927 | $238.0K | 0.40% | +3,927 | New |
| RWM Asset Management, LLC | 3,973 | $240.0K | 0.05% | +292+7.9% | Added |
| Inverness Counsel LLC | 3,986 | $241.0K | 0.01% | +725+22.2% | Added |
| ForthRight Wealth Management, LLC | 4,001 | $242.0K | 0.15% | +3+0.1% | Added |
| Lafayette Investments, Inc. | 4,000 | $242.0K | 0.07% | +4,000 | New |
| Kimelman & Baird, LLC | 4,000 | $242.0K | 0.02% | +4,000 | New |
| YHB Investment Advisors, Inc. | 4,018 | $243.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,021 | $243.0K | 0.02% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 4,024 | $243.0K | 0.06% | +124+3.2% | Added |
| Sutton Wealth Advisors Inc. | 4,022 | $243.4K | 0.09% | +156+4.0% | Added |
| Alpha Omega Wealth Management LLC | 4,031 | $244.0K | 0.04% | −339−7.8% | Reduced |
| WMS Partners, LLC | 4,039 | $244.0K | 0.04% | −20−0.5% | Reduced |
| PFG Advisors | 4,039 | $244.0K | 0.03% | +138+3.5% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $245.0K | 0.04% | −800−16.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,049 | $245.0K | 0.02% | −158−3.8% | Reduced |
| Fagan Associates, Inc. | 4,071 | $246.0K | 0.05% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 4,063 | $246.0K | 0.01% | +25+0.6% | Added |
| Providence First Trust Co | 4,087 | $247.0K | 0.12% | −500−10.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 3,920 | $247.0K | 0.16% | +470+13.6% | Added |
| Financial Management Professionals, Inc. | 4,092 | $248.0K | 0.06% | −491−10.7% | Reduced |
| Searle & Co. | 4,100 | $248.0K | 0.10% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 3,774 | $248.0K | 0.02% | −56−1.5% | Reduced |
| Ramsey Quantitative Systems | 4,090 | $248.0K | 1.37% | +4,090 | New |
| Pinnacle Bancorp, Inc. | 4,126 | $250.0K | 0.11% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,162 | $251.0K | 0.03% | +4,162 | New |