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 |
|---|---|---|---|---|---|
| PNC Managed Account Solutions, Inc. | 57 | $3.00K | 0.00% | +57 | New |
| Arlington Partners LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $2.00K | 0.00% | +2+7.4% | Added |
| Raffa Wealth Management, LLC | 19 | $1.15K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 12,593 | $208 | 0.01% | +12,387+6,013.1% | Added |
| Farmers National Bank | 35,613 | $0 | – | +4,897+15.9% | Added |
| HBC Financial Services, PLLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,348 | – | – | −1,161−33.1% | Reduced |
| Natixis | 0 | $0 | 0.00% | −238,198−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −199,501−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −172,449−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −47,707−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −40,540−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −37,434−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −26,009−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −24,697−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −20,773−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −12,606−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,463−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,173−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −10,530−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −10,437−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −9,530−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −8,667−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −8,626−100.0% | Sold out |
| Stadion Money Management, LLC | 0 | $0 | 0.00% | −8,526−100.0% | Sold out |
| Summitry LLC | 0 | $0 | 0.00% | −8,350−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −8,079−100.0% | Sold out |
| Princeton Portfolio Strategies Group LLC | 0 | $0 | 0.00% | −7,649−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −7,473−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −7,342−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −7,013−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −6,525−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −5,767−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −5,207−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −5,035−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,016−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| Trinity Legacy Partners, LLC | 0 | $0 | 0.00% | −4,404−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −4,404−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −4,367−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −4,082−100.0% | Sold out |
| Rock Point Advisors, LLC | 0 | $0 | 0.00% | −4,054−100.0% | Sold out |
| Sabal Trust CO | 0 | $0 | 0.00% | −3,923−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −3,904−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,893−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −3,844−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,702−100.0% | Sold out |
| Financial Partners Group, Inc | 0 | $0 | 0.00% | −3,628−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −3,596−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −3,508−100.0% | Sold out |
| Wedgewood Investors Inc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,452−100.0% | Sold out |
| Elwood & Goetz Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −3,331−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −3,317−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −3,295−100.0% | Sold out |
| Bluestein R H & Co | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −3,290−100.0% | Sold out |
| SageGuard Financial Group, LLC | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −3,273−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Granite Investment Advisors, LLC | 0 | $0 | 0.00% | −3,233−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −21,030−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −767−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Seven Springs Wealth Group, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Westchester Capital Management, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |