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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 11,023 | $667.0K | 0.03% | +10.0% | Added |
| FinTrust Capital Advisors, LLC | 11,092 | $671.0K | 0.18% | +584+5.6% | Added |
| Trustcore Financial Services, LLC | 11,081 | $671.0K | 0.07% | +1,175+11.9% | Added |
| Meeder Asset Management Inc | 11,150 | $675.0K | 0.03% | +1,989+21.7% | Added |
| Sentry Investment Management LLC | 11,184 | $677.0K | 0.17% | +117+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 11,229 | $679.0K | 0.01% | +1,309+13.2% | Added |
| Simplex Trading, LLC | 11,239 | $680.0K | 0.02% | +11,239 | New |
| Farmers Trust Co | 11,257 | $681.0K | 0.15% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 11,278 | $682.0K | 0.08% | +120+1.1% | Added |
| Advisory Alpha, LLC | 11,264 | $682.0K | 0.06% | +1,005+9.8% | Added |
| Busey Wealth Management | 11,293 | $684.0K | 0.03% | −2,185−16.2% | Reduced |
| Atlas Brown,Inc. | 11,350 | $687.0K | 0.30% | +201+1.8% | Added |
| Summit Financial Group Inc | 11,418 | $691.0K | 0.26% | +325+2.9% | Added |
| Corient Capital Partners, LLC | 11,458 | $693.0K | 0.05% | +1,071+10.3% | Added |
| Nicollet Investment Management, Inc. | 11,471 | $694.0K | 0.28% | +11,471 | New |
| Centre Asset Management, LLC | 11,489 | $695.0K | 0.36% | −500−4.2% | Reduced |
| FDx Advisors, Inc. | 11,480 | $695.0K | 0.02% | −502−4.2% | Reduced |
| Chilton Capital Management LLC | 11,521 | $697.0K | 0.04% | +11,521 | New |
| Camden Capital, LLC | 11,538 | $698.0K | 0.16% | +2,896+33.5% | Added |
| Citizens Financial Group Inc | 11,658 | $705.0K | 0.03% | −302−2.5% | Reduced |
| Mid Atlantic Financial Management Inc | 11,704 | $708.0K | 0.05% | +163+1.4% | Added |
| Fiduciary Trust Co | 11,773 | $712.0K | 0.01% | −7,759−39.7% | Reduced |
| People's United Financial, Inc. | 11,984 | $725.0K | 0.02% | −1,020−7.8% | Reduced |
| Hexavest Inc. | 11,999 | $726.0K | 0.04% | −149,879−92.6% | Reduced |
| Palumbo Wealth Management LLC | 12,004 | $726.0K | 0.49% | +972+8.8% | Added |
| New World Advisors LLC | 12,004 | $726.0K | 0.49% | +12,004 | New |
| Burney Co | 12,030 | $728.0K | 0.03% | −50.0% | Reduced |
| Aberdeen Wealth Management LLC | 12,047 | $729.0K | 0.67% | +40.0% | Added |
| Juncture Wealth Strategies, LLC | 11,275 | $735.0K | 0.42% | +764+7.3% | Added |
| Koshinski Asset Management, Inc. | 12,169 | $736.0K | 0.09% | −1,641−11.9% | Reduced |
| Boston Trust Walden Corp | 12,175 | $737.0K | 0.01% | +3,275+36.8% | Added |
| Kovack Advisors, Inc. | 12,248 | $741.0K | 0.08% | +392+3.3% | Added |
| Resources Management Corp | 12,265 | $742.0K | 0.10% | −15−0.1% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 12,275 | $743.0K | 0.81% | −685−5.3% | Reduced |
| Sculati Wealth Management, LLC | 12,280 | $743.0K | 0.39% | 00.0% | Unchanged |
| Henshaw Capital LLC | 12,288 | $743.5K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 12,308 | $745.0K | 0.01% | −49−0.4% | Reduced |
| Good Life Advisors, LLC | 12,367 | $748.0K | 0.14% | −1,095−8.1% | Reduced |
| V Wealth Advisors LLC | 12,382 | $749.0K | 0.12% | −1,673−11.9% | Reduced |
| Comerica Securities,inc. | 12,418 | $751.0K | 0.06% | −2,520−16.9% | Reduced |
| Altium Wealth Management LLC | 12,404 | $751.0K | 0.06% | +547+4.6% | Added |
| Empirical Finance, LLC | 12,435 | $752.0K | 0.12% | +1,822+17.2% | Added |
| Sunbelt Securities, Inc. | 11,991 | $757.0K | 0.14% | −382−3.1% | Reduced |
| Gateway Investment Advisers LLC | 12,534 | $758.0K | 0.01% | +606+5.1% | Added |
| Focus Financial Network, Inc. | 12,536 | $758.6K | 0.10% | −320−2.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,549 | $759.0K | 0.34% | +314+2.6% | Added |
| Conning Inc. | 12,565 | $760.0K | 0.02% | −1,425−10.2% | Reduced |
| Pacitti Group Inc. | 12,648 | $765.0K | 0.46% | +12,554+13,355.3% | Added |
| Kempen Capital Management N.V. | 12,690 | $768.0K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 12,728 | $770.0K | 0.11% | −1,228−8.8% | Reduced |
| Stableford Capital II LLC | 12,768 | $773.0K | 0.37% | +888+7.5% | Added |
| Allred Capital Management, LLC | 12,833 | $776.0K | 0.38% | −98−0.8% | Reduced |
| Venture Visionary Partners LLC | 12,913 | $781.0K | 0.06% | +1,911+17.4% | Added |
| Rocky Mountain Advisers, LLC | 12,925 | $782.0K | 0.97% | +200+1.6% | Added |
| Mather Group, LLC. | 13,005 | $787.0K | 0.02% | +126+1.0% | Added |
| Arkadios Wealth Advisors | 13,014 | $787.0K | 0.10% | +5,480+72.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,078 | $791.0K | 0.20% | −24,297−65.0% | Reduced |
| Plimoth Trust Co LLC | 13,072 | $791.0K | 0.22% | −3,070−19.0% | Reduced |
| Shepherd Financial Partners LLC | 13,119 | $794.0K | 0.15% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 13,139 | $795.0K | 0.06% | +2,253+20.7% | Added |
| Resources Investment Advisors, LLC. | 13,208 | $799.0K | 0.03% | +5,348+68.0% | Added |
| HM Payson & Co | 13,228 | $800.0K | 0.02% | +30+0.2% | Added |
| Am Investment Strategies LLC | 13,258 | $802.0K | 0.21% | +52+0.4% | Added |
| Horizon Investments, LLC | 13,469 | $807.0K | 0.02% | −4,750−26.1% | Reduced |
| DuPont Capital Management Corp | 13,377 | $809.0K | 0.02% | −1,357−9.2% | Reduced |
| Magnolia Capital Advisors LLC | 13,376 | $809.0K | 0.36% | +13,376 | New |
| Strategic Blueprint, LLC | 13,406 | $811.0K | 0.13% | +74+0.6% | Added |
| Adirondack Trust Co | 13,432 | $812.0K | 0.41% | +310+2.4% | Added |
| Wolverine Trading, LLC | 13,457 | $814.0K | 0.02% | +13,457 | New |
| Patton Albertson Miller Group, LLC | 13,479 | $816.0K | 0.19% | −2,213−14.1% | Reduced |
| TCW Group Inc | 13,559 | $820.0K | 0.01% | −2,441−15.3% | Reduced |
| Murphy Capital Management Inc | 13,579 | $821.0K | 0.09% | −425−3.0% | Reduced |
| Rowland & Co Investment Counsel | 13,603 | $823.1K | 0.20% | +33+0.2% | Added |
| Bahl & Gaynor Inc | 13,646 | $826.0K | 0.01% | −36−0.3% | Reduced |
| Stokes Family Office, LLC | 13,685 | $828.0K | 0.12% | +145+1.1% | Added |
| Salem Investment Counselors Inc | 13,720 | $830.0K | 0.05% | +12+0.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,728 | $831.0K | 0.01% | +13,728 | New |
| Ameritas Investment Company, LLC | 4,968 | $832.0K | 0.04% | −7,967−61.6% | Reduced |
| Mayfair Advisory Group, LLC | 13,818 | $836.0K | 1.32% | +65+0.5% | Added |
| International Assets Investment Management, LLC | 13,836 | $837.0K | 0.16% | −13,926−50.2% | Reduced |
| Abbrea Capital, LLC | 13,867 | $839.0K | 0.13% | −150−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 13,914 | $842.0K | 0.08% | −325−2.3% | Reduced |
| Coastal Investment Advisors, Inc. | 13,933 | $843.0K | 0.20% | +120+0.9% | Added |
| Chicago Trust Co NA | 13,977 | $846.0K | 0.20% | +3,260+30.4% | Added |
| Boston Private Wealth LLC | 14,002 | $847.0K | 0.01% | +36+0.3% | Added |
| Intrust Bank NA | 13,991 | $847.0K | 0.11% | +948+7.3% | Added |
| Mitchell Sinkler & Starr | 14,015 | $848.0K | 0.77% | −555−3.8% | Reduced |
| Sciencast Management LP | 13,922 | $851.0K | 0.18% | +13,922 | New |
| TrinityPoint Wealth, LLC | 14,088 | $852.0K | 0.17% | +20.0% | Added |
| Meridian Wealth Management, LLC | 14,101 | $853.0K | 0.11% | +2,272+19.2% | Added |
| White Lighthouse Investment Management Inc. | 14,124 | $855.0K | 0.23% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 14,191 | $859.0K | 0.09% | +307+2.2% | Added |
| Jaffetilchin Investment Partners, LLC | 14,173 | $859.0K | 0.06% | +2,358+20.0% | Added |
| Longfellow Investment Management Co LLC | 14,263 | $864.0K | 0.12% | −9,478−39.9% | Reduced |
| Philadelphia Trust Co | 14,280 | $864.0K | 0.06% | −250−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 14,316 | $866.0K | 0.05% | +342+2.4% | Added |
| Blue Fin Capital, Inc. | 14,497 | $877.0K | 0.27% | −506−3.4% | Reduced |
| S.E.E.D. Planning Group LLC | 14,520 | $879.0K | 0.43% | −2,349−13.9% | Reduced |
| StrategIQ Financial Group, LLC | 14,543 | $880.0K | 0.17% | −70.0% | Reduced |
| Islay Capital Management, LLC | 14,606 | $884.0K | 0.72% | −1,107−7.0% | Reduced |