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 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 2,963 | $180.0K | 0.03% | −500−14.4% | Reduced |
| Lenox Wealth Advisors, LLC | 2,959 | $179.0K | 0.02% | +2,432+461.5% | Added |
| Truvestments Capital LLC | 2,938 | $178.0K | 0.10% | −1,646−35.9% | Reduced |
| BerganKDV Wealth Management, LLC | 2,921 | $177.0K | 0.02% | +602+26.0% | Added |
| MCF Advisors LLC | 2,928 | $177.0K | 0.02% | +1,574+116.2% | Added |
| Smithfield Trust Co | 2,916 | $176.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2,896 | $175.0K | 0.06% | +30+1.0% | Added |
| Castleview Partners, LLC | 2,885 | $175.0K | 0.08% | +2,885 | New |
| Fieldpoint Private Securities, LLC | 2,667 | $174.0K | 0.04% | −3−0.1% | Reduced |
| CVA Family Office, LLC | 2,845 | $172.0K | 0.05% | +755+36.1% | Added |
| Horan Securities, Inc. | 2,826 | $171.0K | 0.12% | +389+16.0% | Added |
| PGGM Investments | 2,830 | $171.0K | 0.00% | +2,830 | New |
| Evermay Wealth Management LLC | 2,805 | $170.0K | 0.03% | +2,805 | New |
| Wealth Quarterback LLC | 2,769 | $168.0K | 0.10% | +2,769 | New |
| Godsey & Gibb Associates | 2,740 | $166.0K | 0.10% | −615−18.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,693 | $163.0K | 0.03% | +2+0.1% | Added |
| Carolinas Wealth Consulting LLC | 2,665 | $161.0K | 0.04% | −653−19.7% | Reduced |
| Dividend Assets Capital, LLC | 2,585 | $156.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,514 | $152.0K | 0.08% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,513 | $152.0K | 0.00% | +2,513 | New |
| Essex Investment Management Co LLC | 2,400 | $145.0K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,379 | $144.0K | 0.02% | +10.0% | Added |
| Clearview Wealth Advisors LLC | 2,279 | $138.0K | 0.09% | −25−1.1% | Reduced |
| Avion Wealth | 2,265 | $137.0K | 0.04% | +99+4.6% | Added |
| Manchester Capital Management LLC | 2,244 | $136.0K | 0.02% | +232+11.5% | Added |
| PrairieView Partners, LLC | 2,226 | $135.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2,231 | $135.0K | 0.02% | +18+0.8% | Added |
| Interactive Financial Advisors | 2,208 | $134.0K | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,215 | $134.0K | 0.02% | +305+16.0% | Added |
| Clear Investment Research, LLC | 2,090 | $126.0K | 0.21% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,054 | $124.0K | 0.02% | +6+0.3% | Added |
| Sonora Investment Management, LLC | 2,004 | $121.0K | 0.02% | +154+8.3% | Added |
| Corsicana & Co. | 2,000 | $121.0K | 0.08% | +2,000 | New |
| Security National Trust Co | 1,975 | $120.0K | 0.03% | +200+11.3% | Added |
| Baystate Wealth Management LLC | 1,974 | $120.0K | 0.01% | +591+42.7% | Added |
| Wealthstreet Investment Advisors, LLC | 1,951 | $118.0K | 0.61% | −5,371−73.4% | Reduced |
| Simon Quick Advisors, LLC | 1,962 | $118.0K | 0.03% | −563−22.3% | Reduced |
| Aspire Private Capital, LLC | 1,913 | $116.0K | 0.04% | −2,556−57.2% | Reduced |
| Whittier Trust Co | 1,923 | $116.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,918 | $116.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,884 | $114.0K | 0.03% | −29−1.5% | Reduced |
| CX Institutional | 1,890 | $114.0K | 0.01% | +215+12.8% | Added |
| Field & Main Bank | 1,845 | $112.0K | 0.07% | +645+53.8% | Added |
| West Paces Advisors Inc. | 1,768 | $107.0K | 0.04% | +51+3.0% | Added |
| Heritage Wealth Management, LLC | 1,751 | $106.0K | 0.04% | −238−12.0% | Reduced |
| Silvant Capital Management LLC | 1,727 | $105.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,720 | $104.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $104.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,712 | $104.0K | 0.05% | +17+1.0% | Added |
| Charter Oak Capital Management, LLC | 1,673 | $101.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,657 | $100.0K | 0.07% | +6+0.4% | Added |
| NVWM, LLC | 1,613 | $98.0K | 0.04% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 1,608 | $97.0K | 0.02% | +4+0.2% | Added |
| Norway Savings Bank | 1,596 | $97.0K | 0.05% | −100−5.9% | Reduced |
| Bogart Wealth, LLC | 1,589 | $96.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,555 | $94.0K | 0.03% | −12−0.8% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $91.0K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,498 | $91.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,495 | $90.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,432 | $87.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,429 | $86.0K | 0.00% | +211+17.3% | Added |
| Assetmark, Inc | 1,404 | $85.0K | 0.00% | −385−21.5% | Reduced |
| Column Capital Advisors, LLC | 1,405 | $85.0K | 0.02% | −300−17.6% | Reduced |
| Trust Co | 1,370 | $83.0K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,350 | $81.0K | 0.02% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,299 | $79.0K | 0.01% | −1,900−59.4% | Reduced |
| Prentice Wealth Management LLC | 1,308 | $79.0K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,246 | $75.4K | 0.01% | −842−40.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,235 | $75.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 1,206 | $73.0K | 0.01% | +262+27.8% | Added |
| Eagle Bay Advisors LLC | 1,138 | $72.0K | 0.06% | +1,138 | New |
| Parkside Financial Bank & Trust | 1,169 | $71.0K | 0.02% | −458−28.1% | Reduced |
| Princeton Global Asset Management LLC | 1,162 | $70.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,146 | $69.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,135 | $69.0K | 0.03% | +11+1.0% | Added |
| Personal Wealth Partners | 1,071 | $65.0K | 0.03% | +1,071 | New |
| Capital Advisory Group Advisory Services, LLC | 1,052 | $64.0K | 0.02% | −200−16.0% | Reduced |
| Evoke Wealth, LLC | 1,061 | $64.0K | 0.00% | −93−8.1% | Reduced |
| McIlrath & Eck, LLC | 1,062 | $64.0K | 0.02% | −73−6.4% | Reduced |
| Altshuler Shaham Ltd | 1,064 | $64.0K | 0.00% | +1,064 | New |
| Kistler-Tiffany Companies, LLC | 1,005 | $61.0K | 0.01% | +130+14.9% | Added |
| Lountzis Asset Management, LLC | 1,000 | $60.0K | 0.04% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,000 | $60.0K | 0.02% | +1,000 | New |
| Lindbrook Capital, LLC | 966 | $58.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 957 | $58.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 948 | $57.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 950 | $57.0K | 0.01% | +500+111.1% | Added |
| West Branch Capital LLC | 922 | $56.0K | 0.03% | +922 | New |
| Johnson Financial Group, Inc. | 909 | $55.0K | 0.00% | −200−18.0% | Reduced |
| Global Trust Asset Management, LLC | 908 | $55.0K | 0.03% | −9−1.0% | Reduced |
| Parisi Gray Wealth Management | 914 | $55.0K | 0.02% | +914 | New |
| Tortoise Investment Management, LLC | 900 | $54.0K | 0.01% | +835+1,284.6% | Added |
| Cranbrook Wealth Management, LLC | 880 | $53.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 883 | $53.0K | 0.01% | +874+9,711.1% | Added |
| Pin Oak Investment Advisors Inc | 2,000 | $51.0K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 828 | $50.0K | 0.02% | −212−20.4% | Reduced |
| Bellevue Asset Management, LLC | 810 | $49.0K | 0.03% | −166−17.0% | Reduced |
| Larson Financial Group LLC | 806 | $49.0K | 0.01% | +67+9.1% | Added |
| MV Capital Management, Inc. | 810 | $49.0K | 0.01% | +137+20.4% | Added |
| Focused Wealth Management, Inc | 788 | $48.0K | 0.01% | +100+14.5% | Added |