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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 5,191 | $314.0K | 0.08% | +826+18.9% | Added |
| Gladstone Institutional Advisory LLC | 5,188 | $314.0K | 0.04% | +1,906+58.1% | Added |
| Hanson & Doremus Investment Management | 5,773 | $313.0K | 0.09% | 00.0% | Unchanged |
| LifePro Asset Management | 5,178 | $313.0K | 0.09% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,150 | $312.0K | 0.02% | −110−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,151 | $312.0K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,133 | $311.0K | 0.00% | −472−8.4% | Reduced |
| Jones Financial Companies LLLP | 5,116 | $310.0K | 0.00% | −996−16.3% | Reduced |
| Hartline Investment Corp | 5,126 | $310.0K | 0.04% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,129 | $310.0K | 0.03% | −6−0.1% | Reduced |
| NuWave Investment Management, LLC | 5,099 | $309.0K | 0.34% | +5,099 | New |
| Lebenthal Global Advisors, LLC | 5,081 | $307.0K | 0.16% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 5,043 | $305.0K | 0.16% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,039 | $305.0K | 0.04% | +972+23.9% | Added |
| Xcel Wealth Management, LLC | 5,030 | $304.0K | 0.09% | +34+0.7% | Added |
| First Mercantile Trust Co | 5,030 | $304.0K | 0.04% | +5,030 | New |
| Camelot Portfolios, LLC | 5,005 | $303.0K | 0.12% | −4,718−48.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 5,001 | $303.0K | 0.07% | +5,001 | New |
| Wiser Wealth Management, Inc | 4,970 | $301.0K | 0.18% | −407−7.6% | Reduced |
| AMJ Financial Wealth Management | 4,967 | $301.0K | 0.13% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,954 | $300.0K | 0.02% | +11+0.2% | Added |
| Compton Capital Management Inc | 4,948 | $299.0K | 0.09% | 00.0% | Unchanged |
| Coastline Trust Co | 4,936 | $298.0K | 0.04% | +155+3.2% | Added |
| CMG Global Holdings, LLC | 4,926 | $298.0K | 0.22% | +200+4.2% | Added |
| Wealthspire Advisors, LLC | 4,907 | $297.0K | 0.01% | −24,995−83.6% | Reduced |
| Davis R M Inc | 4,915 | $297.0K | 0.01% | +160+3.4% | Added |
| Clear Creek Financial Management, LLC | 4,904 | $297.0K | 0.05% | +4,904 | New |
| Coldstream Capital Management Inc | 4,899 | $296.0K | 0.01% | +239+5.1% | Added |
| Institute for Wealth Management, LLC. | 4,851 | $294.0K | 0.05% | −23−0.5% | Reduced |
| Fusion Capital, LLC | 4,838 | $293.0K | 0.18% | +245+5.3% | Added |
| WealthTrust Axiom LLC | 4,838 | $292.0K | 0.09% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,780 | $289.0K | 0.04% | +337+7.6% | Added |
| Parsec Financial Management, Inc. | 4,753 | $288.0K | 0.01% | −150−3.1% | Reduced |
| Calton & Associates, Inc. | 4,751 | $288.0K | 0.05% | +263+5.9% | Added |
| Washington Trust Bank | 4,756 | $287.0K | 0.03% | −18−0.4% | Reduced |
| Apollon Wealth Management, LLC | 4,716 | $285.0K | 0.05% | −959−16.9% | Reduced |
| Altfest L J & Co Inc | 4,704 | $285.0K | 0.06% | +9+0.2% | Added |
| Boston Research & Management Inc | 4,710 | $285.0K | 0.09% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,702 | $285.0K | 0.19% | 00.0% | Unchanged |
| RDA Financial Network | 4,710 | $285.0K | 0.13% | +62+1.3% | Added |
| Altman Advisors, Inc. | 4,400 | $285.0K | 0.16% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 4,693 | $284.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,696 | $284.0K | 0.10% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,701 | $284.0K | 0.23% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 4,700 | $284.0K | 0.13% | +4,700 | New |
| Quadrant Capital Group LLC | 4,676 | $283.0K | 0.04% | +224+5.0% | Added |
| Wambolt & Associates, LLC | 4,594 | $282.0K | 0.12% | +4,594 | New |
| Cozad Asset Management Inc | 4,641 | $281.0K | 0.04% | −3,395−42.2% | Reduced |
| Summit Trail Advisors, LLC | 4,644 | $281.0K | 0.02% | −992−17.6% | Reduced |
| Rehmann Capital Advisory Group | 4,624 | $280.2K | 0.03% | −124−2.6% | Reduced |
| Seelaus Asset Management LLC | 4,610 | $279.0K | 0.16% | −250−5.1% | Reduced |
| Brown Financial Advisory | 4,614 | $279.0K | 0.23% | −24−0.5% | Reduced |
| Domani Wealth, LLC | 4,603 | $279.0K | 0.06% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 4,608 | $279.0K | 0.04% | +39+0.9% | Added |
| DRW Securities, LLC | 4,610 | $279.0K | 0.04% | +4,610 | New |
| Asahi Life Asset Management Co., Ltd. | 4,610 | $279.0K | 0.04% | +4,610 | New |
| Old Second National Bank of Aurora | 4,593 | $278.0K | 0.08% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,600 | $278.0K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 4,587 | $278.0K | 0.03% | +325+7.6% | Added |
| Rossmore Private Capital | 4,573 | $277.0K | 0.05% | +75+1.7% | Added |
| 1st Source Bank | 4,559 | $276.0K | 0.02% | −49−1.1% | Reduced |
| Colonial River Wealth Management, LLC | 4,564 | $276.0K | 0.20% | −33−0.7% | Reduced |
| Applied Capital LLC | 4,569 | $276.0K | 0.26% | 00.0% | Unchanged |
| Truadvice, LLC | 4,284 | $276.0K | 0.06% | +264+6.6% | Added |
| Kalos Management, Inc. | 4,252 | $275.0K | 0.11% | −1,399−24.8% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $275.0K | 0.25% | 00.0% | Unchanged |
| Washington Trust Co | 4,525 | $273.0K | 0.01% | −2,700−37.4% | Reduced |
| RNC Capital Management LLC | 4,511 | $273.0K | 0.01% | +100+2.3% | Added |
| High Falls Advisors, Inc | 4,500 | $272.0K | 0.07% | +3+0.1% | Added |
| LSV Asset Management | 4,500 | $272.0K | 0.00% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,465 | $270.0K | 0.09% | 00.0% | Unchanged |
| Kings Point Capital Management | 4,460 | $270.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,450 | $269.0K | 0.03% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,442 | $269.0K | 0.04% | +38+0.9% | Added |
| Spearhead Capital Advisors, LLC | 4,450 | $269.0K | 0.04% | +150+3.5% | Added |
| Brewin Dolphin Ltd | 4,440 | $268.7K | 0.01% | +2,000+82.0% | Added |
| Prio Wealth Limited Partnership | 4,424 | $268.0K | 0.01% | −200−4.3% | Reduced |
| Intrua Financial, LLC | 4,071 | $267.0K | 0.06% | −217−5.1% | Reduced |
| 1832 Asset Management L.P. | 5,052 | $267.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 4,399 | $266.0K | 0.00% | −333−7.0% | Reduced |
| Investment House LLC | 4,394 | $265.0K | 0.02% | +3+0.1% | Added |
| Parallel Advisors, LLC | 4,384 | $265.0K | 0.01% | +647+17.3% | Added |
| Willis Johnson & Associates, Inc. | 4,370 | $264.0K | 0.04% | −140−3.1% | Reduced |
| Harvey Investment Co LLC | 4,351 | $263.0K | 0.03% | −600−12.1% | Reduced |
| Jump Financial, LLC | 4,344 | $263.0K | 0.03% | +4,344 | New |
| Fayez Sarofim & Co | 4,338 | $262.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,334 | $262.0K | 0.04% | 00.0% | Unchanged |
| Capula Management Ltd | 4,332 | $262.0K | 0.05% | +4,332 | New |
| BCS Wealth Management | 4,308 | $261.0K | 0.14% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 4,300 | $260.0K | 0.10% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,276 | $259.0K | 0.01% | +233+5.8% | Added |
| TCI Wealth Advisors, Inc. | 4,259 | $258.0K | 0.04% | +26+0.6% | Added |
| Brighton Jones LLC | 4,264 | $258.0K | 0.01% | +651+18.0% | Added |
| Oppenheimer Asset Management Inc. | 4,276 | $258.0K | 0.00% | +879+25.9% | Added |
| Strategic Advisors LLC | 4,233 | $256.0K | 0.07% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,130 | $256.0K | 0.04% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,216 | $255.0K | 0.04% | −225−5.1% | Reduced |
| Steel Peak Wealth Management LLC | 4,217 | $255.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,219 | $255.0K | 0.07% | +38+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 4,196 | $254.0K | 0.02% | −22−0.5% | Reduced |