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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 8,528 | $519.0K | 0.07% | +907+11.9% | Added |
| 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 |
| North Star Investment Management Corp. | 8,540 | $517.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bremer Bank National Association | 8,473 | $513.0K | 0.11% | −468−5.2% | 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 |
| Cape Cod Five Cents Savings Bank | 8,423 | $510.0K | 0.05% | −551−6.1% | Reduced |
| 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 |
| Flagship Harbor Advisors, LLC | 8,396 | $508.0K | 0.05% | +317+3.9% | 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 |
| 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 |
| Allegheny Financial Group LTD | 8,299 | $502.0K | 0.23% | +8,299 | New |
| Walter & Keenan Financial Consulting Co | 8,285 | $501.0K | 0.17% | −500−5.7% | Reduced |
| Resource Management, LLC | 8,263 | $500.0K | 0.06% | +1,682+25.6% | Added |
| 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 |
| Gables Capital Management Inc. | 8,231 | $498.0K | 0.34% | −1,865−18.5% | Reduced |
| 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 |
| Bessemer Group Inc | 8,181 | $495.0K | 0.00% | +2,218+37.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 8,160 | $494.0K | 0.16% | +1,005+14.0% | Added |
| Ascent Wealth Partners, LLC | 8,154 | $493.0K | 0.09% | +8,154 | New |
| Accurate Wealth Management, LLC | 8,084 | $489.0K | 0.43% | +8,084 | New |
| 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 |
| Essex Savings Bank | 7,604 | $486.0K | 0.19% | +240+3.3% | 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 |
| Marietta Wealth Management, LLC | 7,956 | $481.0K | 0.11% | +696+9.6% | Added |
| First Hawaiian Bank | 7,926 | $479.0K | 0.02% | −2,097−20.9% | Reduced |
| Peninsula Asset Management Inc | 7,890 | $478.0K | 0.25% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,881 | $477.0K | 0.01% | +3,752+90.9% | Added |
| 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 |
| Equitable Holdings, Inc. | 7,786 | $471.0K | 0.01% | −54−0.7% | Reduced |
| Toroso Investments, LLC | 7,769 | $470.0K | 0.02% | +1,701+28.0% | Added |
| Mosaic Family Wealth, LLC | 7,747 | $469.0K | 0.14% | +679+9.6% | Added |
| Wealth Dimensions Group, Ltd. | 7,738 | $468.0K | 0.32% | 00.0% | Unchanged |
| Firestone Capital Management | 7,719 | $467.0K | 0.17% | −783−9.2% | Reduced |
| Bath Savings Trust Co | 7,677 | $465.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Thompson Siegel & Walmsley LLC | 7,564 | $458.0K | 0.01% | +2,150+39.7% | Added |
| Glen Eagle Advisors, LLC | 7,566 | $457.8K | 0.14% | −200−2.6% | Reduced |
| Blueshift Asset Management, LLC | 7,547 | $457.0K | 0.03% | +7,547 | New |
| 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 |
| Cobblestone Capital Advisors LLC | 7,474 | $452.0K | 0.03% | +31+0.4% | 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 |
| Marco Investment Management LLC | 7,363 | $446.0K | 0.05% | +40+0.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,361 | $445.0K | 0.11% | −9−0.1% | Reduced |
| Ingalls & Snyder LLC | 7,300 | $442.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 7,300 | $441.7K | 0.17% | −500−6.4% | Reduced |
| Davy Global Fund Management Ltd | 7,286 | $441.0K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 7,277 | $440.0K | 0.08% | +4+0.1% | Added |
| Exane Derivatives | 7,158 | $439.1K | 0.10% | +6,759+1,694.0% | Added |
| Eqis Capital Management, Inc. | 7,247 | $438.0K | 0.03% | +1,383+23.6% | Added |
| Change Path, LLC | 7,218 | $437.0K | 0.03% | +10+0.1% | Added |
| Nations Financial Group Inc, | 7,210 | $436.0K | 0.07% | −72−1.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,169 | $434.0K | 0.28% | 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 |
| 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 |
| 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 |
| Baker Boyer National Bank | 6,000 | $428.0K | 0.22% | +6,000 | 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 |
| 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 |
| David J Yvars Group | 7,004 | $424.0K | 0.24% | −388−5.2% | Reduced |
| Concord Wealth Partners | 6,990 | $423.0K | 0.12% | −18−0.3% | Reduced |
| Aldebaran Financial Inc. | 6,850 | $422.0K | 0.37% | 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 |
| Greylin Investment Mangement Inc | 6,875 | $416.0K | 0.08% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 6,860 | $415.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Charles Schwab Trust Co | 6,774 | $410.0K | 0.08% | +1,200+21.5% | Added |
| Moloney Securities Asset Management, LLC | 6,751 | $409.0K | 0.07% | +31+0.5% | Added |
| Colony Group LLC | 6,741 | $408.0K | 0.01% | −12,318−64.6% | Reduced |
| 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 |