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 |
|---|---|---|---|---|---|
| Country Trust Bank | 6,574 | $398.0K | 0.01% | +2,819+75.1% | Added |
| Gradient Investments LLC | 6,593 | $399.0K | 0.01% | −1,218−15.6% | Reduced |
| EPG Wealth Management LLC | 6,657 | $403.0K | 0.17% | −55−0.8% | Reduced |
| Ieq Capital, LLC | 6,694 | $405.0K | 0.01% | +1,896+39.5% | Added |
| Ahrens Investment Partners LLC | 6,712 | $406.0K | 0.19% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,734 | $407.0K | 0.00% | −85,573−92.7% | Reduced |
| Monetary Management Group Inc | 6,726 | $407.0K | 0.12% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 6,723 | $407.0K | 0.03% | +10.0% | Added |
| Cohen Investment Advisors LLC | 6,728 | $407.0K | 0.32% | +51+0.8% | Added |
| Colony Group LLC | 6,741 | $408.0K | 0.01% | −12,318−64.6% | Reduced |
| Moloney Securities Asset Management, LLC | 6,751 | $409.0K | 0.07% | +31+0.5% | Added |
| Charles Schwab Trust Co | 6,774 | $410.0K | 0.08% | +1,200+21.5% | Added |
| IVC Wealth Advisors LLC | 6,817 | $412.0K | 0.29% | +450+7.1% | Added |
| Advisors Capital Management, LLC | 6,806 | $412.0K | 0.01% | +1,760+34.9% | Added |
| Keystone Financial Planning, Inc. | 6,860 | $415.0K | 0.15% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 6,875 | $416.0K | 0.08% | 00.0% | Unchanged |
| Haverford Trust Co | 6,892 | $417.0K | 0.00% | −724−9.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $417.0K | 0.11% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 6,850 | $422.0K | 0.37% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,990 | $423.0K | 0.12% | −18−0.3% | Reduced |
| David J Yvars Group | 7,004 | $424.0K | 0.24% | −388−5.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,017 | $425.0K | 0.21% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,020 | $425.0K | 0.11% | +7,020 | New |
| BT Wealth Management LLC | 7,051 | $427.0K | 0.13% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,049 | $427.0K | 0.06% | +38+0.5% | Added |
| Baker Boyer National Bank | 6,000 | $428.0K | 0.22% | +6,000 | New |
| Altavista Wealth Management, Inc. | 7,102 | $430.0K | 0.09% | −20−0.3% | Reduced |
| Shikiar Asset Management Inc | 7,100 | $430.0K | 0.12% | +7,100 | New |
| Lathrop Investment Management Corp | 7,120 | $431.0K | 0.09% | −480−6.3% | Reduced |
| Baldwin Brothers Inc | 7,117 | $431.0K | 0.05% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,153 | $433.0K | 0.08% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,151 | $433.0K | 0.08% | +7+0.1% | Added |
| Burke & Herbert Bank & Trust Co | 7,169 | $434.0K | 0.28% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,210 | $436.0K | 0.07% | −72−1.0% | Reduced |
| Change Path, LLC | 7,218 | $437.0K | 0.03% | +10+0.1% | Added |
| Eqis Capital Management, Inc. | 7,247 | $438.0K | 0.03% | +1,383+23.6% | Added |
| Exane Derivatives | 7,158 | $439.1K | 0.10% | +6,759+1,694.0% | Added |
| Duncker Streett & Co Inc | 7,277 | $440.0K | 0.08% | +4+0.1% | Added |
| Davy Global Fund Management Ltd | 7,286 | $441.0K | 0.07% | 00.0% | Unchanged |
| Archer Investment Corp | 7,300 | $441.7K | 0.17% | −500−6.4% | Reduced |
| Ingalls & Snyder LLC | 7,300 | $442.0K | 0.02% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,361 | $445.0K | 0.11% | −9−0.1% | Reduced |
| Marco Investment Management LLC | 7,363 | $446.0K | 0.05% | +40+0.5% | Added |
| Cambridge Trust Co | 7,443 | $450.0K | 0.02% | −44−0.6% | Reduced |
| Deseret Mutual Benefit Administrators | 7,437 | $450.0K | 0.11% | +7,437 | New |
| Cobblestone Capital Advisors LLC | 7,474 | $452.0K | 0.03% | +31+0.4% | Added |
| J. L. Bainbridge & Co., Inc. | 7,520 | $455.0K | 0.06% | +60+0.8% | Added |
| Premier Asset Management LLC | 7,525 | $455.0K | 0.07% | +418+5.9% | Added |
| Blueshift Asset Management, LLC | 7,547 | $457.0K | 0.03% | +7,547 | New |
| Glen Eagle Advisors, LLC | 7,566 | $457.8K | 0.14% | −200−2.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,564 | $458.0K | 0.01% | +2,150+39.7% | Added |
| NEXT Financial Group, Inc | 7,601 | $460.0K | 0.04% | +563+8.0% | Added |
| GPS Wealth Strategies Group, LLC | 7,603 | $460.0K | 0.12% | +2,025+36.3% | Added |
| Trust Co of Toledo NA | 7,612 | $461.0K | 0.08% | −2,527−24.9% | Reduced |
| Ritholtz Wealth Management | 7,618 | $461.0K | 0.03% | +1,233+19.3% | Added |
| Maven Securities LTD | 7,619 | $461.0K | 0.05% | +7,619 | New |
| Bath Savings Trust Co | 7,677 | $465.0K | 0.05% | 00.0% | Unchanged |
| Firestone Capital Management | 7,719 | $467.0K | 0.17% | −783−9.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,738 | $468.0K | 0.32% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 7,747 | $469.0K | 0.14% | +679+9.6% | Added |
| Toroso Investments, LLC | 7,769 | $470.0K | 0.02% | +1,701+28.0% | Added |
| Equitable Holdings, Inc. | 7,786 | $471.0K | 0.01% | −54−0.7% | Reduced |
| Allworth Financial LP | 7,803 | $472.0K | 0.01% | −110−1.4% | Reduced |
| Scotia Capital Inc. | 7,792 | $472.0K | 0.00% | −100−1.3% | Reduced |
| Great Lakes Advisors, LLC | 7,881 | $477.0K | 0.01% | +3,752+90.9% | Added |
| Peninsula Asset Management Inc | 7,890 | $478.0K | 0.25% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,926 | $479.0K | 0.02% | −2,097−20.9% | Reduced |
| Marietta Wealth Management, LLC | 7,956 | $481.0K | 0.11% | +696+9.6% | Added |
| Assenagon Asset Management S.A. | 7,999 | $484.0K | 0.00% | −39,740−83.2% | Reduced |
| Cornerstone Wealth Group, LLC | 7,714 | $484.0K | 0.10% | +26+0.3% | Added |
| Essex Savings Bank | 7,604 | $486.0K | 0.19% | +240+3.3% | Added |
| Biltmore Capital Advisors LLC | 8,053 | $487.0K | 0.09% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 8,042 | $487.0K | 0.10% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,084 | $489.0K | 0.43% | +8,084 | New |
| Ascent Wealth Partners, LLC | 8,154 | $493.0K | 0.09% | +8,154 | New |
| Traverso Chambers Private Wealth Management, LLC | 8,160 | $494.0K | 0.16% | +1,005+14.0% | Added |
| Bessemer Group Inc | 8,181 | $495.0K | 0.00% | +2,218+37.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 8,221 | $497.0K | 0.23% | +4,656+130.6% | Added |
| Advisor Resource Council | 8,221 | $497.0K | 0.05% | +8,221 | New |
| Gables Capital Management Inc. | 8,231 | $498.0K | 0.34% | −1,865−18.5% | Reduced |
| Intersect Capital LLC | 8,248 | $499.0K | 0.09% | +139+1.7% | Added |
| Cadence Bank NA | 8,257 | $499.0K | 0.15% | +188+2.3% | Added |
| Resource Management, LLC | 8,263 | $500.0K | 0.06% | +1,682+25.6% | Added |
| Walter & Keenan Financial Consulting Co | 8,285 | $501.0K | 0.17% | −500−5.7% | Reduced |
| Allegheny Financial Group LTD | 8,299 | $502.0K | 0.23% | +8,299 | New |
| Lumature Wealth Partners, LLC | 8,343 | $505.0K | 0.21% | +67+0.8% | Added |
| KMG Fiduciary Partners, LLC | 8,344 | $505.0K | 0.09% | +1,123+15.6% | Added |
| Perpetual Investment Management Ltd | 8,384 | $507.0K | 0.07% | −2,300−21.5% | Reduced |
| SNS Financial Group, LLC | 8,376 | $507.0K | 0.07% | +172+2.1% | Added |
| Old National Bancorp | 8,377 | $507.0K | 0.02% | +719+9.4% | Added |
| Flagship Harbor Advisors, LLC | 8,396 | $508.0K | 0.05% | +317+3.9% | Added |
| Summit Global Investments | 8,414 | $509.0K | 0.03% | −8,998−51.7% | Reduced |
| First National Bank of South Miami | 8,410 | $509.0K | 0.35% | −402−4.6% | Reduced |
| Valeo Financial Advisors, LLC | 8,410 | $509.0K | 0.03% | +914+12.2% | Added |
| Cape Cod Five Cents Savings Bank | 8,423 | $510.0K | 0.05% | −551−6.1% | Reduced |
| Iowa State Bank | 8,465 | $512.0K | 0.14% | −355−4.0% | Reduced |
| TBH Global Asset Management, LLC | 8,455 | $512.0K | 0.12% | +8,455 | New |
| Bremer Bank National Association | 8,473 | $513.0K | 0.11% | −468−5.2% | Reduced |
| Symphony Financial, Ltd. Co. | 8,559 | $516.0K | 0.18% | −2,546−22.9% | Reduced |
| Element Wealth, LLC | 8,527 | $516.0K | 0.40% | +115+1.4% | Added |