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 |
|---|---|---|---|---|---|
| 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 |
| Ahrens Investment Partners LLC | 6,712 | $406.0K | 0.19% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,694 | $405.0K | 0.01% | +1,896+39.5% | Added |
| EPG Wealth Management LLC | 6,657 | $403.0K | 0.17% | −55−0.8% | Reduced |
| Gradient Investments LLC | 6,593 | $399.0K | 0.01% | −1,218−15.6% | Reduced |
| Country Trust Bank | 6,574 | $398.0K | 0.01% | +2,819+75.1% | Added |
| Point72 Hong Kong Ltd | 6,568 | $397.0K | 0.03% | +6,568 | New |
| First Horizon Advisors, Inc. | 6,557 | $396.0K | 0.02% | −626−8.7% | Reduced |
| Charter Trust Co | 6,542 | $396.0K | 0.04% | −126−1.9% | Reduced |
| Taylor Hoffman Wealth Management | 6,542 | $396.0K | 0.17% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,544 | $396.0K | 0.04% | +18+0.3% | Added |
| Triumph Capital Management | 6,405 | $396.0K | 0.23% | +6,405 | New |
| Northstar Advisory Group, LLC | 6,535 | $395.0K | 0.25% | −625−8.7% | Reduced |
| Moneta Group Investment Advisors LLC | 6,528 | $395.0K | 0.02% | +688+11.8% | Added |
| Acorn Financial Advisory Services Inc | 6,517 | $394.0K | 0.12% | +2,500+62.2% | Added |
| First Command Bank | 6,502 | $393.0K | 0.04% | −300−4.4% | Reduced |
| First Command Financial Services, Inc. | 6,502 | $393.0K | 0.04% | −300−4.4% | Reduced |
| Goodman Financial Corp | 6,499 | $393.0K | 0.12% | +6,499 | New |
| Means Investment Co., Inc. | 6,482 | $392.0K | 0.08% | +105+1.6% | Added |
| Valley Brook Capital Group | 6,458 | $390.0K | 0.37% | +184+2.9% | Added |
| Gratus Capital LLC | 6,433 | $389.0K | 0.04% | −171−2.6% | Reduced |
| Independent Financial Group, LLC | 6,418 | $388.3K | 0.04% | +1,615+33.6% | Added |
| Archford Capital Strategies, LLC | 6,413 | $388.0K | 0.10% | −1,583−19.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 6,414 | $388.0K | 0.28% | +6,414 | New |
| Principal Street Partners, LLC | 6,392 | $387.0K | 0.10% | −4,278−40.1% | Reduced |
| Sawyer & Company, Inc | 6,380 | $386.0K | 0.18% | −95−1.5% | Reduced |
| MAI Capital Management | 6,338 | $384.0K | 0.01% | −120−1.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,326 | $383.0K | 0.03% | −319−4.8% | Reduced |
| AMG National Trust Bank | 6,295 | $381.0K | 0.01% | −272−4.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,291 | $381.0K | 0.13% | 00.0% | Unchanged |
| Keystone Financial Group | 6,300 | $381.0K | 0.07% | +30+0.5% | Added |
| Sunflower Bank, N.A. | 6,274 | $380.0K | 0.06% | −1,075−14.6% | Reduced |
| Investment Management of Virginia LLC | 6,272 | $379.0K | 0.07% | +562+9.8% | Added |
| Centiva Capital, LP | 6,239 | $378.0K | 0.03% | +6,239 | New |
| Stonnington Group, LLC | 6,105 | $376.0K | 0.08% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6,186 | $374.0K | 0.17% | +781+14.4% | Added |
| Cutter & CO Brokerage, Inc. | 6,105 | $369.0K | 0.08% | +20+0.3% | Added |
| Verus Financial Partners, Inc. | 5,850 | $368.0K | 0.06% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 6,020 | $364.0K | 0.04% | −145−2.4% | Reduced |
| Denali Advisors LLC | 6,000 | $363.0K | 0.14% | −19,900−76.8% | Reduced |
| Schulhoff & Co Inc | 6,000 | $363.0K | 0.16% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 5,997 | $363.0K | 0.23% | +27+0.5% | Added |
| West Family Investments, Inc. | 5,998 | $363.0K | 0.10% | +5,998 | New |
| Telemus Capital, LLC | 5,958 | $361.0K | 0.03% | −24−0.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,940 | $360.0K | 0.09% | +19+0.3% | Added |
| Klingenstein Fields & Co LP | 5,928 | $359.0K | 0.01% | −50−0.8% | Reduced |
| Covington Capital Management | 5,932 | $359.0K | 0.01% | −41−0.7% | Reduced |
| Financial Advisory Service, Inc. | 5,938 | $359.0K | 0.03% | +2,110+55.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 5,938 | $359.0K | 0.01% | +5,938 | New |
| Mathes Company, Inc. | 5,900 | $357.0K | 0.13% | −550−8.5% | Reduced |
| Beck Mack & Oliver LLC | 5,900 | $357.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,903 | $357.0K | 0.05% | +364+6.6% | Added |
| Meristem Family Wealth, LLC | 5,900 | $357.0K | 0.06% | +5,900 | New |
| Schmidt P J Investment Management Inc | 5,555 | $355.0K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,833 | $353.0K | 0.03% | −534−8.4% | Reduced |
| First National Bank & Trust Co of Newtown | 5,823 | $352.0K | 0.07% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,805 | $351.0K | 0.01% | +746+14.7% | Added |
| Navellier & Associates Inc | 5,783 | $350.0K | 0.05% | −293−4.8% | Reduced |
| Crossvault Capital Management LLC | 5,475 | $350.0K | 0.11% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 5,770 | $349.0K | 0.21% | −200−3.4% | Reduced |
| Advisor OS, LLC | 5,763 | $349.0K | 0.07% | +5,763 | New |
| MUFG Americas Holdings Corp | 5,753 | $348.0K | 0.01% | −846−12.8% | Reduced |
| Bienville Capital Management, LLC | 5,750 | $348.0K | 0.11% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,746 | $348.0K | 0.25% | +21+0.4% | Added |
| Cutler Group LP | 5,732 | $346.0K | 0.03% | −12,580−68.7% | Reduced |
| Heritage Investors Management Corp | 5,717 | $346.0K | 0.01% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 5,714 | $346.0K | 0.04% | −10.0% | Reduced |
| Connolly Sarah T. | 5,700 | $345.0K | 0.28% | −250−4.2% | Reduced |
| Security National Bank | 5,700 | $345.0K | 0.09% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 5,452 | $343.0K | 0.07% | +17+0.3% | Added |
| TD Ameritrade Investment Management, LLC | 5,648 | $342.0K | 0.00% | +609+12.1% | Added |
| Renasant Bank | 5,659 | $342.0K | 0.26% | +841+17.5% | Added |
| Wealth Advisory Solutions, LLC | 5,632 | $341.0K | 0.08% | +5,632 | New |
| Sandbox Financial Partners, LLC | 5,626 | $340.0K | 0.25% | 00.0% | Unchanged |
| Doliver Advisors, LP | 5,605 | $339.0K | 0.11% | +589+11.7% | Added |
| Alphasimplex Group, LLC | 5,589 | $338.0K | 0.17% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,580 | $338.0K | 0.20% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,580 | $338.0K | 0.08% | +50+0.9% | Added |
| St Germain D J Co Inc | 5,577 | $337.0K | 0.02% | −223−3.8% | Reduced |
| Equitable Trust Co | 5,569 | $337.0K | 0.02% | +1,609+40.6% | Added |
| Glenview Trust Co | 5,555 | $336.0K | 0.01% | +1,060+23.6% | Added |
| Farr Miller & Washington LLC | 5,543 | $335.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,533 | $335.0K | 0.04% | +1,097+24.7% | Added |
| McGowan Group Asset Management, Inc. | 5,454 | $330.0K | 0.05% | +5,454 | New |
| O'Brien Greene & Co. Inc | 5,444 | $329.0K | 0.12% | −1,000−15.5% | Reduced |
| Colonial Trust Advisors | 5,436 | $329.0K | 0.04% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,431 | $329.0K | 0.12% | +13+0.2% | Added |
| Woodward Diversified Capital, LLC | 5,413 | $328.0K | 0.19% | +130+2.5% | Added |
| MBA Advisors LLC | 5,412 | $327.0K | 0.24% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 5,392 | $326.0K | 0.04% | +400+8.0% | Added |
| Engineers Gate Manager LP | 5,369 | $325.0K | 0.02% | −2,074−27.9% | Reduced |
| Marcum Wealth, LLC | 5,365 | $325.0K | 0.05% | +84+1.6% | Added |
| Campion Asset Management LLC | 5,340 | $323.0K | 0.27% | −1,570−22.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,331 | $322.0K | 0.25% | −15−0.3% | Reduced |
| Triton Wealth Management, PLLC | 4,903 | $321.0K | 0.18% | +200+4.3% | Added |
| Summit Asset Management, LLC | 5,305 | $321.0K | 0.10% | +905+20.6% | Added |
| Lehman & Derafelo Financial Resources LLC | 5,293 | $320.0K | 0.09% | −460−8.0% | Reduced |
| Van Hulzen Asset Management, LLC | 5,254 | $318.0K | 0.05% | −300−5.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,200 | $315.0K | 0.07% | −100−1.9% | Reduced |