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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 14,602 | $884.0K | 0.26% | −200−1.4% | Reduced |
| Pendal Group Limited | 14,624 | $885.0K | 0.01% | +6,482+79.6% | Added |
| Columbus Macro, LLC | 14,663 | $887.0K | 0.28% | −222−1.5% | Reduced |
| Segall Bryant & Hamill, LLC | 14,679 | $888.0K | 0.01% | −499−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 14,728 | $891.0K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 14,730 | $891.0K | 0.32% | +149+1.0% | Added |
| Integrated Wealth Concepts LLC | 14,739 | $892.0K | 0.03% | +417+2.9% | Added |
| ARGI Investment Services, LLC | 14,768 | $894.0K | 0.03% | −563−3.7% | Reduced |
| Earnest Partners LLC | 14,795 | $895.0K | 0.01% | −912−5.8% | Reduced |
| ICW Investment Advisors LLC | 14,802 | $896.0K | 0.58% | +342+2.4% | Added |
| Arden Trust Co | 14,840 | $898.0K | 0.15% | +7,019+89.7% | Added |
| Guardian Investment Management | 14,910 | $903.0K | 0.62% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,933 | $904.0K | 0.02% | −1,881−11.2% | Reduced |
| Arrow Financial Corp | 15,216 | $920.0K | 0.12% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 15,218 | $921.0K | 0.18% | +24+0.2% | Added |
| Allstate Corp | 15,332 | $928.0K | 0.03% | −1,192−7.2% | Reduced |
| Benedict Financial Advisors Inc | 15,375 | $930.0K | 0.26% | +72+0.5% | Added |
| American Portfolios Advisors | 15,387 | $931.1K | 0.04% | +2,104+15.8% | Added |
| Glenview State Bank Trust Dept. | 15,404 | $932.0K | 0.28% | −100−0.6% | Reduced |
| United Bank | 15,438 | $934.0K | 0.13% | −615−3.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,433 | $934.0K | 0.25% | +9,818+174.9% | Added |
| Veriti Management LLC | 15,463 | $936.0K | 0.14% | +3,449+28.7% | Added |
| Sequoia Financial Advisors, LLC | 15,496 | $938.0K | 0.03% | +1,883+13.8% | Added |
| Barnett & Company, Inc. | 15,500 | $938.0K | 0.62% | +15,100+3,775.0% | Added |
| Rollins Financial | 15,525 | $939.0K | 0.34% | +6,112+64.9% | Added |
| SignalPoint Asset Management, LLC | 15,541 | $940.0K | 0.31% | +202+1.3% | Added |
| FineMark National Bank & Trust | 15,537 | $940.0K | 0.04% | +1,579+11.3% | Added |
| Savant Capital, LLC | 15,538 | $940.0K | 0.04% | +1,621+11.6% | Added |
| Cerity Partners LLC | 15,578 | $943.0K | 0.02% | +837+5.7% | Added |
| Prelude Capital Management, LLC | 15,591 | $943.0K | 0.05% | +15,591 | New |
| American National Registered Investment Advisor, Inc. | 15,606 | $944.0K | 0.34% | −130−0.8% | Reduced |
| Columbia Asset Management | 15,638 | $946.0K | 0.21% | −2,543−14.0% | Reduced |
| First United Bank Trust | 15,691 | $949.0K | 0.40% | −1,382−8.1% | Reduced |
| Lazard Asset Management LLC | 15,739 | $951.0K | 0.00% | −747−4.5% | Reduced |
| McMillion Capital Management Inc | 15,746 | $953.0K | 0.52% | +336+2.2% | Added |
| ARS Wealth Advisors, LLC | 15,798 | $956.0K | 0.17% | +31+0.2% | Added |
| Biltmore Family Office, LLC | 15,791 | $956.0K | 0.27% | +41+0.3% | Added |
| Creative Financial Designs Inc | 15,820 | $957.0K | 0.17% | +1,520+10.6% | Added |
| Clearstead Advisors, LLC | 15,839 | $958.0K | 0.07% | −42−0.3% | Reduced |
| Winton Group Ltd | 15,873 | $960.0K | 0.05% | +4,227+36.3% | Added |
| Hilltop Holdings Inc. | 15,952 | $965.0K | 0.11% | +1,215+8.2% | Added |
| Western Wealth Management, LLC | 16,028 | $969.0K | 0.10% | +7,056+78.6% | Added |
| Wealth Alliance | 16,059 | $972.0K | 0.23% | +2,932+22.3% | Added |
| Bristlecone Advisors, LLC | 16,114 | $975.0K | 0.13% | −774−4.6% | Reduced |
| Rodgers Brothers Inc. | 16,218 | $981.0K | 0.19% | +250+1.6% | Added |
| LaFleur & Godfrey LLC | 16,175 | $983.0K | 0.14% | +16,175 | New |
| PSI Advisors, LLC | 16,423 | $993.0K | 0.52% | −1,017−5.8% | Reduced |
| Personal Cfo Solutions, LLC | 16,440 | $995.0K | 0.20% | +28+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,469 | $996.0K | 0.27% | −75−0.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 16,301 | $1.00M | 0.46% | −2,283−12.3% | Reduced |
| Patten & Patten Inc | 16,588 | $1.00M | 0.08% | −3,814−18.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,615 | $1.00M | 0.34% | +205+1.2% | Added |
| Woodstock Corp | 16,677 | $1.01M | 0.12% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 16,713 | $1.01M | 0.02% | −2,756−14.2% | Reduced |
| Old Port Advisors | 16,334 | $1.01M | 0.36% | +7,960+95.1% | Added |
| Vontobel Holding Ltd. | 16,766 | $1.01M | 0.01% | −1,267−7.0% | Reduced |
| Hills Bank & Trust Co | 16,827 | $1.02M | 0.15% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 15,901 | $1.02M | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16,898 | $1.02M | 0.28% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 16,911 | $1.02M | 0.10% | +16,911 | New |
| Trust Co of Vermont | 16,954 | $1.03M | 0.07% | −100−0.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.03M | 0.14% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 17,026 | $1.03M | 0.45% | −173−1.0% | Reduced |
| Griffin Asset Management, Inc. | 17,061 | $1.03M | 0.12% | −130−0.8% | Reduced |
| Twin Capital Management Inc | 17,067 | $1.03M | 0.10% | −1,260−6.9% | Reduced |
| Park National Corp | 17,092 | $1.03M | 0.04% | −1,394−7.5% | Reduced |
| Silvercrest Asset Management Group LLC | 17,140 | $1.04M | 0.01% | −84−0.5% | Reduced |
| Detalus Advisors, LLC | 17,244 | $1.04M | 0.56% | +475+2.8% | Added |
| ProVise Management Group, LLC | 17,237 | $1.04M | 0.11% | +2,063+13.6% | Added |
| KG&L Capital Management,LLC | 17,257 | $1.04M | 0.48% | +17,257 | New |
| Krane Funds Advisors LLC | 17,271 | $1.04M | 0.03% | +6,888+66.3% | Added |
| IFP Advisors, Inc | 17,330 | $1.05M | 0.02% | +1,250+7.8% | Added |
| Wetherby Asset Management Inc | 17,435 | $1.05M | 0.06% | +125+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 17,450 | $1.06M | 0.45% | +17,450 | New |
| Virtu Financial LLC | 17,543 | $1.06M | 0.10% | +17,543 | New |
| Adviser Investments LLC | 17,574 | $1.06M | 0.08% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 17,659 | $1.07M | 0.27% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 17,671 | $1.07M | 0.42% | +463+2.7% | Added |
| Berkeley Capital Partners, LLC | 17,712 | $1.07M | 0.48% | −1,132−6.0% | Reduced |
| LBMC Investment Advisors, LLC | 17,787 | $1.08M | 0.10% | +2,029+12.9% | Added |
| Thrive Capital Management, LLC | 17,813 | $1.08M | 0.84% | +6,757+61.1% | Added |
| ZWJ Investment Counsel Inc | 17,829 | $1.08M | 0.06% | −27,336−60.5% | Reduced |
| Echo Street Capital Management LLC | 17,873 | $1.08M | 0.01% | +9,146+104.8% | Added |
| Kingsview Wealth Management, LLC | 17,690 | $1.09M | 0.05% | +5,486+45.0% | Added |
| Richard P Slaughter Associates Inc | 18,019 | $1.09M | 0.42% | +243+1.4% | Added |
| Platform Technology Partners | 18,047 | $1.09M | 0.45% | +18,047 | New |
| Chemung Canal Trust Co | 18,194 | $1.10M | 0.21% | −342−1.8% | Reduced |
| Texas Yale Capital Corp. | 18,253 | $1.10M | 0.06% | +1,075+6.3% | Added |
| Diversified Trust Co | 18,313 | $1.11M | 0.04% | −360−1.9% | Reduced |
| Worldquant Millennium Advisors LLC | 18,364 | $1.11M | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 18,376 | $1.11M | 0.07% | −140−0.8% | Reduced |
| Asset Advisors Investment Management, LLC | 18,419 | $1.11M | 0.12% | +1,009+5.8% | Added |
| Waratah Capital Advisors Ltd. | 18,432 | $1.11M | 0.06% | +13,463+270.9% | Added |
| Garner Asset Management Corp | 18,450 | $1.12M | 0.54% | +10.0% | Added |
| Delta Asset Management LLC | 18,511 | $1.12M | 0.11% | +285+1.6% | Added |
| Convergence Investment Partners, LLC | 18,526 | $1.12M | 0.48% | +574+3.2% | Added |
| Keudell/Morrison Wealth Management | 18,569 | $1.12M | 0.62% | −300−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 18,599 | $1.13M | 0.14% | −245−1.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 18,619 | $1.13M | 0.15% | −616−3.2% | Reduced |
| Wellington Shields & Co., LLC | 18,671 | $1.13M | 0.37% | +52+0.3% | Added |