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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 4,107 | $252.0K | 0.01% | −1,061−20.5% | Reduced |
| Mairs & Power Inc | 4,158 | $252.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,166 | $252.0K | 0.05% | +37+0.9% | Added |
| Formidable Asset Management, LLC | 4,008 | $252.0K | 0.05% | −31−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,196 | $254.0K | 0.02% | −22−0.5% | Reduced |
| Meridian Investment Counsel Inc. | 4,202 | $254.0K | 0.09% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,200 | $254.0K | 0.04% | +4,200 | New |
| Columbia Trust Co 01012016 | 4,192 | $254.0K | 0.14% | +4,192 | New |
| Thompson Investment Management, Inc. | 4,216 | $255.0K | 0.04% | −225−5.1% | Reduced |
| Steel Peak Wealth Management LLC | 4,217 | $255.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,219 | $255.0K | 0.07% | +38+0.9% | Added |
| Strategic Advisors LLC | 4,233 | $256.0K | 0.07% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,130 | $256.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,259 | $258.0K | 0.04% | +26+0.6% | Added |
| Brighton Jones LLC | 4,264 | $258.0K | 0.01% | +651+18.0% | Added |
| Oppenheimer Asset Management Inc. | 4,276 | $258.0K | 0.00% | +879+25.9% | Added |
| Exencial Wealth Advisors, LLC | 4,276 | $259.0K | 0.01% | +233+5.8% | Added |
| Thomas Story & Son LLC | 4,300 | $260.0K | 0.10% | 00.0% | Unchanged |
| BCS Wealth Management | 4,308 | $261.0K | 0.14% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 4,338 | $262.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,334 | $262.0K | 0.04% | 00.0% | Unchanged |
| Capula Management Ltd | 4,332 | $262.0K | 0.05% | +4,332 | New |
| Harvey Investment Co LLC | 4,351 | $263.0K | 0.03% | −600−12.1% | Reduced |
| Jump Financial, LLC | 4,344 | $263.0K | 0.03% | +4,344 | New |
| Willis Johnson & Associates, Inc. | 4,370 | $264.0K | 0.04% | −140−3.1% | Reduced |
| Investment House LLC | 4,394 | $265.0K | 0.02% | +3+0.1% | Added |
| Parallel Advisors, LLC | 4,384 | $265.0K | 0.01% | +647+17.3% | Added |
| First Manhattan Co | 4,399 | $266.0K | 0.00% | −333−7.0% | Reduced |
| Intrua Financial, LLC | 4,071 | $267.0K | 0.06% | −217−5.1% | Reduced |
| 1832 Asset Management L.P. | 5,052 | $267.0K | 0.00% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,424 | $268.0K | 0.01% | −200−4.3% | Reduced |
| Brewin Dolphin Ltd | 4,440 | $268.7K | 0.01% | +2,000+82.0% | Added |
| Stonebridge Capital Advisors LLC | 4,450 | $269.0K | 0.03% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,442 | $269.0K | 0.04% | +38+0.9% | Added |
| Spearhead Capital Advisors, LLC | 4,450 | $269.0K | 0.04% | +150+3.5% | Added |
| Radnor Capital Management, LLC | 4,465 | $270.0K | 0.09% | 00.0% | Unchanged |
| Kings Point Capital Management | 4,460 | $270.0K | 0.02% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 4,500 | $272.0K | 0.07% | +3+0.1% | Added |
| LSV Asset Management | 4,500 | $272.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 4,525 | $273.0K | 0.01% | −2,700−37.4% | Reduced |
| RNC Capital Management LLC | 4,511 | $273.0K | 0.01% | +100+2.3% | Added |
| Kalos Management, Inc. | 4,252 | $275.0K | 0.11% | −1,399−24.8% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $275.0K | 0.25% | 00.0% | Unchanged |
| 1st Source Bank | 4,559 | $276.0K | 0.02% | −49−1.1% | Reduced |
| Colonial River Wealth Management, LLC | 4,564 | $276.0K | 0.20% | −33−0.7% | Reduced |
| Applied Capital LLC | 4,569 | $276.0K | 0.26% | 00.0% | Unchanged |
| Truadvice, LLC | 4,284 | $276.0K | 0.06% | +264+6.6% | Added |
| Rossmore Private Capital | 4,573 | $277.0K | 0.05% | +75+1.7% | Added |
| Old Second National Bank of Aurora | 4,593 | $278.0K | 0.08% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,600 | $278.0K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 4,587 | $278.0K | 0.03% | +325+7.6% | Added |
| Seelaus Asset Management LLC | 4,610 | $279.0K | 0.16% | −250−5.1% | Reduced |
| Brown Financial Advisory | 4,614 | $279.0K | 0.23% | −24−0.5% | Reduced |
| Domani Wealth, LLC | 4,603 | $279.0K | 0.06% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 4,608 | $279.0K | 0.04% | +39+0.9% | Added |
| DRW Securities, LLC | 4,610 | $279.0K | 0.04% | +4,610 | New |
| Asahi Life Asset Management Co., Ltd. | 4,610 | $279.0K | 0.04% | +4,610 | New |
| Rehmann Capital Advisory Group | 4,624 | $280.2K | 0.03% | −124−2.6% | Reduced |
| Cozad Asset Management Inc | 4,641 | $281.0K | 0.04% | −3,395−42.2% | Reduced |
| Summit Trail Advisors, LLC | 4,644 | $281.0K | 0.02% | −992−17.6% | Reduced |
| Wambolt & Associates, LLC | 4,594 | $282.0K | 0.12% | +4,594 | New |
| Quadrant Capital Group LLC | 4,676 | $283.0K | 0.04% | +224+5.0% | Added |
| Capital Wealth Planning, LLC | 4,693 | $284.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,696 | $284.0K | 0.10% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,701 | $284.0K | 0.23% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 4,700 | $284.0K | 0.13% | +4,700 | New |
| Apollon Wealth Management, LLC | 4,716 | $285.0K | 0.05% | −959−16.9% | Reduced |
| Altfest L J & Co Inc | 4,704 | $285.0K | 0.06% | +9+0.2% | Added |
| Boston Research & Management Inc | 4,710 | $285.0K | 0.09% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,702 | $285.0K | 0.19% | 00.0% | Unchanged |
| RDA Financial Network | 4,710 | $285.0K | 0.13% | +62+1.3% | Added |
| Altman Advisors, Inc. | 4,400 | $285.0K | 0.16% | 00.0% | Unchanged |
| Washington Trust Bank | 4,756 | $287.0K | 0.03% | −18−0.4% | Reduced |
| Parsec Financial Management, Inc. | 4,753 | $288.0K | 0.01% | −150−3.1% | Reduced |
| Calton & Associates, Inc. | 4,751 | $288.0K | 0.05% | +263+5.9% | Added |
| First Heartland Consultants, Inc. | 4,780 | $289.0K | 0.04% | +337+7.6% | Added |
| WealthTrust Axiom LLC | 4,838 | $292.0K | 0.09% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,838 | $293.0K | 0.18% | +245+5.3% | Added |
| Institute for Wealth Management, LLC. | 4,851 | $294.0K | 0.05% | −23−0.5% | Reduced |
| Coldstream Capital Management Inc | 4,899 | $296.0K | 0.01% | +239+5.1% | Added |
| Wealthspire Advisors, LLC | 4,907 | $297.0K | 0.01% | −24,995−83.6% | Reduced |
| Davis R M Inc | 4,915 | $297.0K | 0.01% | +160+3.4% | Added |
| Clear Creek Financial Management, LLC | 4,904 | $297.0K | 0.05% | +4,904 | New |
| Coastline Trust Co | 4,936 | $298.0K | 0.04% | +155+3.2% | Added |
| CMG Global Holdings, LLC | 4,926 | $298.0K | 0.22% | +200+4.2% | Added |
| Compton Capital Management Inc | 4,948 | $299.0K | 0.09% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,954 | $300.0K | 0.02% | +11+0.2% | Added |
| Wiser Wealth Management, Inc | 4,970 | $301.0K | 0.18% | −407−7.6% | Reduced |
| AMJ Financial Wealth Management | 4,967 | $301.0K | 0.13% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 5,005 | $303.0K | 0.12% | −4,718−48.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 5,001 | $303.0K | 0.07% | +5,001 | New |
| Xcel Wealth Management, LLC | 5,030 | $304.0K | 0.09% | +34+0.7% | Added |
| First Mercantile Trust Co | 5,030 | $304.0K | 0.04% | +5,030 | New |
| Elmwood Wealth Management, Inc. | 5,043 | $305.0K | 0.16% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,039 | $305.0K | 0.04% | +972+23.9% | Added |
| Lebenthal Global Advisors, LLC | 5,081 | $307.0K | 0.16% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 5,099 | $309.0K | 0.34% | +5,099 | New |
| Jones Financial Companies LLLP | 5,116 | $310.0K | 0.00% | −996−16.3% | Reduced |
| Hartline Investment Corp | 5,126 | $310.0K | 0.04% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,129 | $310.0K | 0.03% | −6−0.1% | Reduced |