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 5 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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 5,133 | $311.0K | 0.00% | −472−8.4% | Reduced |
| RSM US Wealth Management LLC | 5,150 | $312.0K | 0.02% | −110−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,151 | $312.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5,773 | $313.0K | 0.09% | 00.0% | Unchanged |
| LifePro Asset Management | 5,178 | $313.0K | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,191 | $314.0K | 0.08% | +826+18.9% | Added |
| Gladstone Institutional Advisory LLC | 5,188 | $314.0K | 0.04% | +1,906+58.1% | Added |
| Summit Financial Wealth Advisors, LLC | 5,200 | $315.0K | 0.07% | −100−1.9% | Reduced |
| Van Hulzen Asset Management, LLC | 5,254 | $318.0K | 0.05% | −300−5.4% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,293 | $320.0K | 0.09% | −460−8.0% | Reduced |
| Triton Wealth Management, PLLC | 4,903 | $321.0K | 0.18% | +200+4.3% | Added |
| Summit Asset Management, LLC | 5,305 | $321.0K | 0.10% | +905+20.6% | Added |
| Beaumont Asset Management, L.L.C. | 5,331 | $322.0K | 0.25% | −15−0.3% | Reduced |
| Campion Asset Management LLC | 5,340 | $323.0K | 0.27% | −1,570−22.7% | Reduced |
| Engineers Gate Manager LP | 5,369 | $325.0K | 0.02% | −2,074−27.9% | Reduced |
| Marcum Wealth, LLC | 5,365 | $325.0K | 0.05% | +84+1.6% | Added |
| Marble Harbor Investment Counsel, LLC | 5,392 | $326.0K | 0.04% | +400+8.0% | Added |
| MBA Advisors LLC | 5,412 | $327.0K | 0.24% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,413 | $328.0K | 0.19% | +130+2.5% | Added |
| O'Brien Greene & Co. Inc | 5,444 | $329.0K | 0.12% | −1,000−15.5% | Reduced |
| Colonial Trust Advisors | 5,436 | $329.0K | 0.04% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,431 | $329.0K | 0.12% | +13+0.2% | Added |
| McGowan Group Asset Management, Inc. | 5,454 | $330.0K | 0.05% | +5,454 | New |
| Farr Miller & Washington LLC | 5,543 | $335.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,533 | $335.0K | 0.04% | +1,097+24.7% | Added |
| Glenview Trust Co | 5,555 | $336.0K | 0.01% | +1,060+23.6% | Added |
| St Germain D J Co Inc | 5,577 | $337.0K | 0.02% | −223−3.8% | Reduced |
| Equitable Trust Co | 5,569 | $337.0K | 0.02% | +1,609+40.6% | Added |
| Alphasimplex Group, LLC | 5,589 | $338.0K | 0.17% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,580 | $338.0K | 0.20% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,580 | $338.0K | 0.08% | +50+0.9% | Added |
| Doliver Advisors, LP | 5,605 | $339.0K | 0.11% | +589+11.7% | Added |
| Sandbox Financial Partners, LLC | 5,626 | $340.0K | 0.25% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 5,632 | $341.0K | 0.08% | +5,632 | New |
| TD Ameritrade Investment Management, LLC | 5,648 | $342.0K | 0.00% | +609+12.1% | Added |
| Renasant Bank | 5,659 | $342.0K | 0.26% | +841+17.5% | Added |
| Affinity Wealth Management LLC | 5,452 | $343.0K | 0.07% | +17+0.3% | Added |
| Connolly Sarah T. | 5,700 | $345.0K | 0.28% | −250−4.2% | Reduced |
| Security National Bank | 5,700 | $345.0K | 0.09% | 00.0% | Unchanged |
| Cutler Group LP | 5,732 | $346.0K | 0.03% | −12,580−68.7% | Reduced |
| Heritage Investors Management Corp | 5,717 | $346.0K | 0.01% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 5,714 | $346.0K | 0.04% | −10.0% | Reduced |
| MUFG Americas Holdings Corp | 5,753 | $348.0K | 0.01% | −846−12.8% | Reduced |
| Bienville Capital Management, LLC | 5,750 | $348.0K | 0.11% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,746 | $348.0K | 0.25% | +21+0.4% | Added |
| Woodard & Co Asset Management Group Inc | 5,770 | $349.0K | 0.21% | −200−3.4% | Reduced |
| Advisor OS, LLC | 5,763 | $349.0K | 0.07% | +5,763 | New |
| Navellier & Associates Inc | 5,783 | $350.0K | 0.05% | −293−4.8% | Reduced |
| Crossvault Capital Management LLC | 5,475 | $350.0K | 0.11% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,805 | $351.0K | 0.01% | +746+14.7% | Added |
| First National Bank & Trust Co of Newtown | 5,823 | $352.0K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,833 | $353.0K | 0.03% | −534−8.4% | Reduced |
| Schmidt P J Investment Management Inc | 5,555 | $355.0K | 0.07% | 00.0% | Unchanged |
| Mathes Company, Inc. | 5,900 | $357.0K | 0.13% | −550−8.5% | Reduced |
| Beck Mack & Oliver LLC | 5,900 | $357.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,903 | $357.0K | 0.05% | +364+6.6% | Added |
| Meristem Family Wealth, LLC | 5,900 | $357.0K | 0.06% | +5,900 | New |
| Klingenstein Fields & Co LP | 5,928 | $359.0K | 0.01% | −50−0.8% | Reduced |
| Covington Capital Management | 5,932 | $359.0K | 0.01% | −41−0.7% | Reduced |
| Financial Advisory Service, Inc. | 5,938 | $359.0K | 0.03% | +2,110+55.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 5,938 | $359.0K | 0.01% | +5,938 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,940 | $360.0K | 0.09% | +19+0.3% | Added |
| Telemus Capital, LLC | 5,958 | $361.0K | 0.03% | −24−0.4% | Reduced |
| Denali Advisors LLC | 6,000 | $363.0K | 0.14% | −19,900−76.8% | Reduced |
| Schulhoff & Co Inc | 6,000 | $363.0K | 0.16% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 5,997 | $363.0K | 0.23% | +27+0.5% | Added |
| West Family Investments, Inc. | 5,998 | $363.0K | 0.10% | +5,998 | New |
| Beese Fulmer Investment Management, Inc. | 6,020 | $364.0K | 0.04% | −145−2.4% | Reduced |
| Verus Financial Partners, Inc. | 5,850 | $368.0K | 0.06% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 6,105 | $369.0K | 0.08% | +20+0.3% | Added |
| Independence Bank of Kentucky | 6,186 | $374.0K | 0.17% | +781+14.4% | Added |
| Stonnington Group, LLC | 6,105 | $376.0K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,239 | $378.0K | 0.03% | +6,239 | New |
| Investment Management of Virginia LLC | 6,272 | $379.0K | 0.07% | +562+9.8% | Added |
| Sunflower Bank, N.A. | 6,274 | $380.0K | 0.06% | −1,075−14.6% | Reduced |
| AMG National Trust Bank | 6,295 | $381.0K | 0.01% | −272−4.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,291 | $381.0K | 0.13% | 00.0% | Unchanged |
| Keystone Financial Group | 6,300 | $381.0K | 0.07% | +30+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 6,326 | $383.0K | 0.03% | −319−4.8% | Reduced |
| MAI Capital Management | 6,338 | $384.0K | 0.01% | −120−1.9% | Reduced |
| Sawyer & Company, Inc | 6,380 | $386.0K | 0.18% | −95−1.5% | Reduced |
| Principal Street Partners, LLC | 6,392 | $387.0K | 0.10% | −4,278−40.1% | Reduced |
| Archford Capital Strategies, LLC | 6,413 | $388.0K | 0.10% | −1,583−19.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 6,414 | $388.0K | 0.28% | +6,414 | New |
| Independent Financial Group, LLC | 6,418 | $388.3K | 0.04% | +1,615+33.6% | Added |
| Gratus Capital LLC | 6,433 | $389.0K | 0.04% | −171−2.6% | Reduced |
| Valley Brook Capital Group | 6,458 | $390.0K | 0.37% | +184+2.9% | Added |
| Means Investment Co., Inc. | 6,482 | $392.0K | 0.08% | +105+1.6% | Added |
| First Command Bank | 6,502 | $393.0K | 0.04% | −300−4.4% | Reduced |
| First Command Financial Services, Inc. | 6,502 | $393.0K | 0.04% | −300−4.4% | Reduced |
| Goodman Financial Corp | 6,499 | $393.0K | 0.12% | +6,499 | New |
| Acorn Financial Advisory Services Inc | 6,517 | $394.0K | 0.12% | +2,500+62.2% | Added |
| Northstar Advisory Group, LLC | 6,535 | $395.0K | 0.25% | −625−8.7% | Reduced |
| Moneta Group Investment Advisors LLC | 6,528 | $395.0K | 0.02% | +688+11.8% | Added |
| First Horizon Advisors, Inc. | 6,557 | $396.0K | 0.02% | −626−8.7% | Reduced |
| Charter Trust Co | 6,542 | $396.0K | 0.04% | −126−1.9% | Reduced |
| Taylor Hoffman Wealth Management | 6,542 | $396.0K | 0.17% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,544 | $396.0K | 0.04% | +18+0.3% | Added |
| Triumph Capital Management | 6,405 | $396.0K | 0.23% | +6,405 | New |
| Point72 Hong Kong Ltd | 6,568 | $397.0K | 0.03% | +6,568 | New |