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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 8,479 | $516.0K | 0.04% | +304+3.7% | Added |
| CSM Advisors, LLC | 8,526 | $516.0K | 0.03% | +8,526 | New |
| NSI Retail Advisors, LLC | 8,526 | $516.0K | 0.08% | +8,526 | New |
| North Star Investment Management Corp. | 8,540 | $517.0K | 0.04% | 00.0% | Unchanged |
| Bank of Stockton | 8,563 | $518.0K | 0.16% | −500−5.5% | Reduced |
| Beacon Financial Group | 8,226 | $518.0K | 0.07% | −722−8.1% | Reduced |
| Transcend Wealth Collective, LLC | 8,528 | $519.0K | 0.07% | +907+11.9% | Added |
| Moseley Investment Management Inc | 8,588 | $520.0K | 0.26% | +2,055+31.5% | Added |
| Virtue Capital Management, LLC | 8,603 | $521.0K | 0.10% | −1,731−16.8% | Reduced |
| Firethorn Wealth Partners, LLC | 8,627 | $522.0K | 0.44% | +34+0.4% | Added |
| Claro Advisors LLC | 8,651 | $523.0K | 0.24% | +193+2.3% | Added |
| Claraphi Advisory Network, LLC | 8,685 | $526.0K | 0.16% | −104−1.2% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $526.0K | 0.05% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 8,705 | $527.0K | 0.09% | +182+2.1% | Added |
| Cresset Asset Management, LLC | 8,767 | $531.0K | 0.01% | −655−7.0% | Reduced |
| Caption Management, LLC | 8,800 | $532.0K | 0.05% | +8,800 | New |
| GoalVest Advisory LLC | 8,805 | $533.0K | 0.33% | −2,201−20.0% | Reduced |
| Girard Partners Ltd. | 8,838 | $534.0K | 0.07% | −2,149−19.6% | Reduced |
| J. W. Coons Advisors, LLC | 8,825 | $535.0K | 0.19% | +20.0% | Added |
| Wealthcare Advisory Partners LLC | 8,873 | $537.0K | 0.04% | −5,121−36.6% | Reduced |
| United Capital Management of KS, Inc. | 8,894 | $538.0K | 0.22% | +256+3.0% | Added |
| Edge Capital Group, LLC | 8,907 | $539.0K | 0.04% | −861−8.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,904 | $539.0K | 0.41% | +212+2.4% | Added |
| LCNB Corp | 8,918 | $540.0K | 0.27% | −60−0.7% | Reduced |
| TrueWealth Advisors, LLC | 8,930 | $540.0K | 0.32% | +884+11.0% | Added |
| First National Corp | 10,455 | $542.0K | 0.19% | −635−5.7% | Reduced |
| Linscomb & Williams, Inc. | 8,956 | $542.0K | 0.03% | +5+0.1% | Added |
| Constitution Capital LLC | 8,994 | $544.0K | 0.33% | +429+5.0% | Added |
| Cohen Klingenstein LLC | 9,000 | $545.0K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,023 | $546.0K | 0.02% | −100−1.1% | Reduced |
| Montecito Bank & Trust | 9,026 | $546.0K | 0.10% | 00.0% | Unchanged |
| MEMBERS Trust Co | 9,043 | $547.0K | 0.02% | −260−2.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $548.0K | 0.26% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9,076 | $549.0K | 0.31% | −132−1.4% | Reduced |
| ACG Wealth | 9,091 | $550.0K | 0.07% | −1,845−16.9% | Reduced |
| Bridges Investment Management Inc | 9,150 | $554.0K | 0.02% | −150−1.6% | Reduced |
| Shelton Capital Management | 9,261 | $560.0K | 0.02% | −10,025−52.0% | Reduced |
| Symmetry Partners, LLC | 9,273 | $561.0K | 0.04% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 9,291 | $562.0K | 0.05% | +3,422+58.3% | Added |
| Alaethes Wealth LLC | 9,305 | $563.0K | 0.43% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,345 | $565.0K | 0.06% | +1,144+13.9% | Added |
| LVZ Advisors, Inc. | 9,392 | $568.0K | 0.08% | +27+0.3% | Added |
| Bartlett & Co. LLC | 9,387 | $568.0K | 0.01% | +732+8.5% | Added |
| Bartlett & Co. Wealth Management LLC | 9,387 | $568.0K | 0.01% | +732+8.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,417 | $570.0K | 0.22% | −101−1.1% | Reduced |
| Alpha Cubed Investments, LLC | 9,467 | $573.0K | 0.04% | −380−3.9% | Reduced |
| Benin Management CORP | 9,462 | $573.0K | 0.18% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9,463 | $573.0K | 0.31% | +738+8.5% | Added |
| Vident Investment Advisory, LLC | 9,524 | $577.0K | 0.02% | +2,710+39.8% | Added |
| Acorn Wealth Advisors, LLC | 9,582 | $580.0K | 0.40% | +9,582 | New |
| Greenleaf Trust | 9,601 | $581.0K | 0.01% | +781+8.9% | Added |
| Asset Management Corp | 9,640 | $583.0K | 0.38% | +136+1.4% | Added |
| Sawtooth Solutions, LLC | 9,652 | $584.0K | 0.12% | +3,656+61.0% | Added |
| Hoylecohen, LLC | 9,680 | $586.0K | 0.06% | −50−0.5% | Reduced |
| Reilly Financial Advisors, LLC | 9,757 | $590.0K | 0.05% | +40.0% | Added |
| Resource Planning Group | 9,823 | $594.0K | 0.34% | +574+6.2% | Added |
| Beaumont Financial Partners, LLC | 9,841 | $595.0K | 0.05% | +961+10.8% | Added |
| Beacon Investment Advisory Services, Inc. | 9,864 | $597.0K | 0.02% | −650−6.2% | Reduced |
| Wrapmanager Inc | 9,881 | $598.0K | 0.15% | +97+1.0% | Added |
| Gotham Asset Management, LLC | 9,903 | $599.0K | 0.03% | −17,373−63.7% | Reduced |
| Ancora Advisors, LLC | 9,914 | $600.0K | 0.02% | −1,200−10.8% | Reduced |
| Sunburst Financial Group, LLC | 9,944 | $602.0K | 0.38% | +506+5.4% | Added |
| BLB&B Advisors, LLC | 9,985 | $604.0K | 0.04% | +104+1.1% | Added |
| Wintrust Investments LLC | 9,975 | $604.0K | 0.06% | +5,554+125.6% | Added |
| Hussman Strategic Advisors, Inc. | 10,000 | $605.0K | 0.13% | −10,000−50.0% | Reduced |
| Oxler Private Wealth LLC | 10,000 | $605.0K | 0.26% | 00.0% | Unchanged |
| SG3 Management, LLC | 10,000 | $605.0K | 0.26% | +10,000 | New |
| Financial Advocates Investment Management | 10,061 | $608.0K | 0.04% | −1,246−11.0% | Reduced |
| Congress Asset Management Co | 10,080 | $610.0K | 0.01% | −10.0% | Reduced |
| Cypress Capital Group | 10,096 | $611.0K | 0.08% | −401−3.8% | Reduced |
| Nwam LLC | 10,117 | $612.0K | 0.06% | +678+7.2% | Added |
| Smith Chas P & Associates Pa Cpas | 10,136 | $613.0K | 0.05% | +70+0.7% | Added |
| Clarius Group, LLC | 10,170 | $615.0K | 0.06% | +10,170 | New |
| Graves-Light Private Wealth Management, Inc. | 10,187 | $616.0K | 0.10% | +10.0% | Added |
| Valmark Advisers, Inc. | 10,178 | $616.0K | 0.01% | +2,705+36.2% | Added |
| Caldwell Trust Co | 10,200 | $617.2K | 0.08% | −52−0.5% | Reduced |
| Motco | 10,233 | $619.0K | 0.04% | +145+1.4% | Added |
| Carnegie Capital Asset Management, LLC | 10,233 | $619.0K | 0.02% | +150+1.5% | Added |
| Optimum Investment Advisors | 10,253 | $620.0K | 0.19% | −1,008−9.0% | Reduced |
| CoreFirst Bank & Trust | 10,274 | $622.0K | 0.42% | −100−1.0% | Reduced |
| Gofen & Glossberg LLC | 10,313 | $624.0K | 0.01% | −2,234−17.8% | Reduced |
| Cornerstone Management, Inc. | 10,325 | $624.8K | 0.17% | +10.0% | Added |
| Successful Portfolios LLC | 10,349 | $626.0K | 0.38% | +50+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 10,341 | $626.0K | 0.04% | +10,341 | New |
| Country Club Trust Company, n.a. | 10,418 | $629.0K | 0.05% | +50+0.5% | Added |
| AdvisorNet Financial, Inc | 10,429 | $631.0K | 0.04% | −822−7.3% | Reduced |
| HBK Sorce Advisory LLC | 10,500 | $635.0K | 0.04% | +1,120+11.9% | Added |
| Verity Asset Management, Inc. | 10,502 | $635.0K | 0.35% | +2,641+33.6% | Added |
| Franklin Street Advisors Inc | 10,584 | $640.0K | 0.05% | +624+6.3% | Added |
| Wealthsource Partners, LLC | 10,595 | $641.0K | 0.06% | +1,543+17.0% | Added |
| Weld Capital Management LLC | 10,609 | $642.0K | 0.65% | +10,609 | New |
| St. Johns Investment Management Company, LLC | 10,628 | $643.0K | 0.35% | +176+1.7% | Added |
| Bradley Foster & Sargent Inc | 10,639 | $644.0K | 0.02% | +60+0.6% | Added |
| Chesley Taft & Associates LLC | 10,652 | $645.0K | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 10,681 | $646.0K | 0.01% | −161,461−93.8% | Reduced |
| Home Federal Bank of Tennessee | 10,686 | $647.0K | 0.23% | −850−7.4% | Reduced |
| Palladium Partners LLC | 10,811 | $654.0K | 0.03% | −65−0.6% | Reduced |
| First Dallas Securities Inc. | 10,823 | $655.0K | 0.43% | −749−6.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,843 | $656.0K | 0.01% | −987−8.3% | Reduced |
| Roberts Glore & Co Inc | 10,833 | $656.0K | 0.20% | −263−2.4% | Reduced |