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 |
|---|---|---|---|---|---|
| Commerce Bank | 174,204 | $10.5M | 0.07% | +1,717+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 173,922 | $10.5M | 0.06% | −2,980−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 173,104 | $10.5M | 0.05% | −15,088−8.0% | Reduced |
| Arbor Wealth Management, LLC | 172,359 | $10.4M | 2.57% | +8,783+5.4% | Added |
| DekaBank Deutsche Girozentrale | 171,302 | $10.3M | 0.03% | −16,446−8.8% | Reduced |
| CIBC Asset Management Inc | 169,576 | $10.3M | 0.04% | +87+0.1% | Added |
| Public Sector Pension Investment Board | 167,792 | $10.2M | 0.06% | +65,381+63.8% | Added |
| Eaton Vance Management | 167,673 | $10.1M | 0.01% | +19,552+13.2% | Added |
| Mackay Shields LLC | 166,173 | $10.1M | 0.09% | −59,514−26.4% | Reduced |
| Maryland Capital Management | 161,011 | $9.74M | 0.59% | −5,962−3.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 159,463 | $9.65M | 1.26% | −4,000−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 158,407 | $9.59M | 0.30% | +81,521+106.0% | Added |
| AE Wealth Management LLC | 156,250 | $9.46M | 0.08% | +16,472+11.8% | Added |
| Quantbot Technologies LP | 156,086 | $9.44M | 0.74% | +113,435+266.0% | Added |
| Intact Investment Management Inc. | 152,500 | $9.23M | 0.26% | 00.0% | Unchanged |
| Schroder Investment Management Group | 152,267 | $9.21M | 0.01% | −27,911−15.5% | Reduced |
| Leavell Investment Management, Inc. | 147,034 | $9.14M | 0.74% | 00.0% | Unchanged |
| Agf Investments Inc. | 144,957 | $8.77M | 0.07% | −234−0.2% | Reduced |
| HRT Financial LP | 144,861 | $8.77M | 0.08% | +11,682+8.8% | Added |
| Eagle Ridge Investment Management | 142,030 | $8.59M | 1.00% | +3,300+2.4% | Added |
| Northern Oak Wealth Management Inc | 141,752 | $8.58M | 1.04% | +4,134+3.0% | Added |
| CIBC Private Wealth Group, LLC | 140,722 | $8.52M | 0.02% | −3,669−2.5% | Reduced |
| Bridgeworth, LLC | 138,433 | $8.38M | 2.38% | +3,519+2.6% | Added |
| Mutual of America Capital Management LLC | 138,201 | $8.36M | 0.08% | +1,600+1.2% | Added |
| Stephens Inc | 136,470 | $8.26M | 0.12% | +4,719+3.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 136,120 | $8.24M | 0.10% | +17,938+15.2% | Added |
| Advisors Management Group Inc | 135,919 | $8.22M | 2.45% | −587−0.4% | Reduced |
| Keybank National Association | 135,576 | $8.20M | 0.04% | −1,723−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 135,490 | $8.20M | 0.05% | −989−0.7% | Reduced |
| Rockland Trust Co | 134,914 | $8.16M | 0.56% | +293+0.2% | Added |
| IFM Investors Pty Ltd | 133,589 | $8.08M | 0.17% | +23,127+20.9% | Added |
| Duality Advisers, LP | 132,878 | $8.04M | 0.71% | +132,878 | New |
| Brinker Capital Investments, LLC | 132,589 | $8.02M | 0.11% | +14,554+12.3% | Added |
| Morgan Dempsey Capital Management LLC | 131,544 | $7.96M | 2.49% | −5,144−3.8% | Reduced |
| M&T Bank Corp | 131,516 | $7.96M | 0.03% | −6,765−4.9% | Reduced |
| Buckhead Capital Management LLC | 129,105 | $7.81M | 1.73% | +440.0% | Added |
| Metropolitan Life Insurance Co | 128,740 | $7.79M | 0.11% | −1,789−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 128,379 | $7.76M | 0.14% | +45,639+55.2% | Added |
| TCTC Holdings, LLC | 126,906 | $7.68M | 0.35% | −2,750−2.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 126,261 | $7.64M | 0.62% | −3,971−3.0% | Reduced |
| Becker Capital Management Inc | 126,249 | $7.64M | 0.32% | −3,106−2.4% | Reduced |
| Westpac Banking Corp | 120,471 | $7.29M | 0.07% | +1,085+0.9% | Added |
| KBC Group NV | 120,419 | $7.29M | 0.03% | +3,886+3.3% | Added |
| Core Alternative Capital | 120,160 | $7.27M | 1.69% | +17,956+17.6% | Added |
| Cahaba Wealth Management, Inc. | 113,424 | $7.24M | 1.12% | +19,752+21.1% | Added |
| Thrivent Financial for Lutherans | 118,903 | $7.20M | 0.01% | −1,115−0.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 118,033 | $7.14M | 0.67% | −1,806−1.5% | Reduced |
| Hartford Investment Management Co | 116,961 | $7.08M | 0.18% | −2,319−1.9% | Reduced |
| Signature Wealth Management Group | 116,545 | $7.05M | 3.93% | +14,510+14.2% | Added |
| Cetera Investment Advisers | 116,135 | $7.03M | 0.11% | +13,352+13.0% | Added |
| Associated Banc-Corp | 114,484 | $6.93M | 0.27% | −27,366−19.3% | Reduced |
| Trustmark National Bank Trust Department | 113,857 | $6.89M | 0.55% | −2,851−2.4% | Reduced |
| Bragg Financial Advisors, Inc | 113,643 | $6.88M | 0.44% | −3,625−3.1% | Reduced |
| Greystone Financial Group, LLC | 109,666 | $6.64M | 1.65% | +896+0.8% | Added |
| Kanawha Capital Management LLC | 109,051 | $6.60M | 0.61% | −1,630−1.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 108,988 | $6.59M | 0.03% | −54,669−33.4% | Reduced |
| Allianz Asset Management GmbH | 107,697 | $6.52M | 0.01% | −84,940−44.1% | Reduced |
| Nissay Asset Management Corp | 106,820 | $6.46M | 0.06% | +6,813+6.8% | Added |
| Biondo Investment Advisors, LLC | 102,242 | $6.25M | 1.07% | +4,869+5.0% | Added |
| Mayflower Financial Advisors, LLC | 103,159 | $6.24M | 0.87% | +30.0% | Added |
| ING Groep NV | 103,069 | $6.24M | 0.10% | +15,157+17.2% | Added |
| MainStreet Investment Advisors LLC | 102,573 | $6.21M | 0.53% | +1,287+1.3% | Added |
| Huntington National Bank | 101,668 | $6.15M | 0.06% | +14,163+16.2% | Added |
| Advisory Services Network, LLC | 100,954 | $6.11M | 0.19% | +18,947+23.1% | Added |
| First PREMIER Bank | 100,491 | $6.08M | 1.76% | −135−0.1% | Reduced |
| Fifth Third Bancorp | 100,434 | $6.08M | 0.03% | −480.0% | Reduced |
| Jane Street Group, LLC | 99,503 | $6.02M | 0.02% | +80,813+432.4% | Added |
| Private Advisor Group, LLC | 99,100 | $6.00M | 0.05% | +2,187+2.3% | Added |
| South Dakota Investment Council | 99,071 | $6.00M | 0.11% | −11,080−10.1% | Reduced |
| Principle Wealth Partners LLC | 98,678 | $5.97M | 0.68% | +1,751+1.8% | Added |
| Inscription Capital, LLC | 98,678 | $5.97M | 0.68% | +98,678 | New |
| Cetera Advisor Networks LLC | 97,710 | $5.91M | 0.08% | +57,992+146.0% | Added |
| Achmea Investment Management B.V. | 94,083 | $5.69M | 0.19% | −23,415−19.9% | Reduced |
| Jupiter Asset Management Ltd | 93,481 | $5.66M | 0.06% | +6,835+7.9% | Added |
| Pinnacle Financial Partners Inc | 93,121 | $5.63M | 0.23% | +1,124+1.2% | Added |
| Pinnacle Wealth Advisors | 93,121 | $5.63M | 0.23% | +93,121 | New |
| Aull & Monroe Investment Management Corp | 92,975 | $5.63M | 2.67% | −506−0.5% | Reduced |
| Massmutual Trust Co FSB | 92,348 | $5.59M | 0.24% | +2,723+3.0% | Added |
| Raymond James Trust N.A. | 91,913 | $5.56M | 0.18% | −779−0.8% | Reduced |
| New England Asset Management Inc | 91,595 | $5.54M | 0.10% | +1,600+1.8% | Added |
| Homrich & Berg | 91,296 | $5.52M | 0.13% | +2,565+2.9% | Added |
| Carret Asset Management, LLC | 91,102 | $5.51M | 0.65% | +250+0.3% | Added |
| Advisors Asset Management, Inc. | 91,009 | $5.51M | 0.08% | −8,076−8.2% | Reduced |
| Fiduciary Group LLC | 85,806 | $5.49M | 0.64% | +6,244+7.8% | Added |
| Umb Bank N A | 90,416 | $5.47M | 0.13% | +1,471+1.7% | Added |
| Cornerstone Advisors, LLC | 90,000 | $5.45M | 0.32% | +78,000+650.0% | Added |
| Blair William & Co | 89,771 | $5.43M | 0.02% | +108+0.1% | Added |
| Davenport & Co LLC | 89,633 | $5.42M | 0.04% | +33,381+59.3% | Added |
| NN Investment Partners Holdings N.V. | 89,396 | $5.41M | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 89,271 | $5.40M | 0.11% | −290−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 88,619 | $5.36M | 0.06% | +914+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 88,205 | $5.34M | 0.13% | −1,253−1.4% | Reduced |
| Norinchukin Bank, The | 87,595 | $5.30M | 0.08% | −310−0.4% | Reduced |
| Thomasville National Bank | 87,131 | $5.27M | 0.56% | +6,842+8.5% | Added |
| Central Trust Co | 84,190 | $5.09M | 0.18% | −320−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 83,341 | $5.04M | 1.06% | −283−0.3% | Reduced |
| Wealthfront Advisers LLC | 83,115 | $5.03M | 0.02% | +10,383+14.3% | Added |
| Brookstone Capital Management | 81,737 | $5.01M | 0.09% | +13,642+20.0% | Added |
| Old Point Trust & Financial Services N A | 82,751 | $5.01M | 2.21% | +350+0.4% | Added |
| First Horizon Corp | 81,886 | $4.95M | 0.44% | +2,514+3.2% | Added |