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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 81,050 | $4.90M | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 79,296 | $4.89M | 0.16% | −1,609−2.0% | Reduced |
| RFG Advisory, LLC | 80,074 | $4.84M | 0.43% | +2,035+2.6% | Added |
| Sky Investment Group LLC | 79,910 | $4.83M | 1.09% | −640−0.8% | Reduced |
| Fisher Asset Management, LLC | 79,648 | $4.82M | 0.00% | +3,191+4.2% | Added |
| CIBC World Markets Inc. | 79,325 | $4.80M | 0.01% | −4,616−5.5% | Reduced |
| Neuberger Berman Group LLC | 83,488 | $4.79M | 0.00% | +31,817+61.6% | Added |
| Cetera Advisors LLC | 78,946 | $4.78M | 0.11% | −4,034−4.9% | Reduced |
| Hantz Financial Services, Inc. | 78,476 | $4.75M | 0.17% | +4,839+6.6% | Added |
| Vestcor Inc | 78,320 | $4.74M | 0.16% | −40,682−34.2% | Reduced |
| Schnieders Capital Management LLC | 76,763 | $4.64M | 1.27% | +879+1.2% | Added |
| TD Private Client Wealth LLC | 76,483 | $4.63M | 0.20% | −1,307−1.7% | Reduced |
| Clearbridge Investments, LLC | 75,906 | $4.59M | 0.00% | +1,042+1.4% | Added |
| BCM Advisors, LLC | 73,038 | $4.59M | 1.24% | −4,004−5.2% | Reduced |
| First Republic Investment Management, Inc. | 75,272 | $4.55M | 0.01% | +8,811+13.3% | Added |
| Mariner, LLC | 74,925 | $4.53M | 0.03% | +5,433+7.8% | Added |
| Sigma Planning Corp | 74,548 | $4.51M | 0.14% | +5,076+7.3% | Added |
| Elo Mutual Pension Insurance Co | 74,196 | $4.49M | 0.15% | −2,005−2.6% | Reduced |
| Mercer Global Advisors Inc | 73,994 | $4.48M | 0.03% | −3,187−4.1% | Reduced |
| Bell Bank | 73,648 | $4.46M | 0.59% | +5,262+7.7% | Added |
| CIBC World Markets Corp | 73,503 | $4.45M | 0.03% | −27,230−27.0% | Reduced |
| Pacer Advisors, Inc. | 73,047 | $4.42M | 0.06% | +14,540+24.9% | Added |
| McRae Capital Management Inc | 71,139 | $4.30M | 0.98% | +300.0% | Added |
| Naples Global Advisors, LLC | 70,653 | $4.28M | 0.59% | +3,413+5.1% | Added |
| New Mexico Educational Retirement Board | 70,487 | $4.26M | 0.15% | +3,700+5.5% | Added |
| Orion Portfolio Solutions, LLC | 70,408 | $4.26M | 0.17% | +1,335+1.9% | Added |
| Chronos Wealth Management, LLC | 70,344 | $4.26M | 2.92% | +61+0.1% | Added |
| Atria Investments LLC | 70,272 | $4.25M | 0.08% | −1,901−2.6% | Reduced |
| Birmingham Capital Management Co Inc | 69,505 | $4.21M | 1.54% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 69,475 | $4.20M | 0.18% | +56,264+425.9% | Added |
| Crossmark Global Holdings, Inc. | 69,390 | $4.20M | 0.10% | +1,968+2.9% | Added |
| Oppenheimer & Co Inc | 69,219 | $4.19M | 0.08% | +3,429+5.2% | Added |
| Institutional & Family Asset Management, LLC | 69,217 | $4.19M | 0.69% | +10,492+17.9% | Added |
| Holloway Wealth Management, LLC | – | $4.14M | 1.26% | – | – |
| Moors & Cabot, Inc. | 67,654 | $4.09M | 0.29% | +759+1.1% | Added |
| Monte Financial Group, LLC | 67,048 | $4.06M | 2.31% | +453+0.7% | Added |
| Louisiana State Employees Retirement System | 66,000 | $3.99M | 0.10% | +500+0.8% | Added |
| D.A. Davidson & Co. | 65,865 | $3.98M | 0.05% | +5,858+9.8% | Added |
| Insight Folios Inc | 65,106 | $3.94M | 2.32% | +3,456+5.6% | Added |
| IFG Advisory, LLC | 65,058 | $3.94M | 0.44% | −1,143−1.7% | Reduced |
| Siemens Fonds Invest GmbH | 64,577 | $3.91M | 0.46% | −3,086−4.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 64,159 | $3.88M | 0.35% | +134+0.2% | Added |
| Capital Fund Management S.A. | 63,958 | $3.87M | 0.10% | +63,958 | New |
| Magnetar Financial LLC | 63,029 | $3.81M | 0.04% | +15,625+33.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 63,001 | $3.81M | 0.01% | +11,837+23.1% | Added |
| Anchor Investment Management, LLC | 62,821 | $3.80M | 0.53% | +786+1.3% | Added |
| Kentucky Retirement Systems | 61,645 | $3.73M | 0.18% | −2,828−4.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 61,555 | $3.73M | 0.37% | +61,555 | New |
| Stratos Wealth Advisors, LLC | 60,959 | $3.69M | 0.33% | +1,514+2.5% | Added |
| Private Asset Management Inc | 60,766 | $3.68M | 0.49% | −1,541−2.5% | Reduced |
| Baugh & Associates, LLC | 58,844 | $3.56M | 2.21% | −531−0.9% | Reduced |
| Xponance, Inc. | 58,548 | $3.54M | 0.07% | +13,519+30.0% | Added |
| Visionary Wealth Advisors | 58,416 | $3.54M | 0.36% | +1,214+2.1% | Added |
| Wesbanco Bank Inc | 58,301 | $3.53M | 0.13% | −1,522−2.5% | Reduced |
| Bridge Creek Capital Management LLC | 58,310 | $3.53M | 1.33% | +1,281+2.2% | Added |
| Albion Financial Group | 58,109 | $3.52M | 0.30% | +58,109 | New |
| Shilanski & Associates, Inc. | 58,087 | $3.52M | 1.67% | +1,324+2.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 57,935 | $3.51M | 0.27% | +1,223+2.2% | Added |
| Community Bank & Trust, Waco, Texas | 57,857 | $3.50M | 1.14% | +918+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 57,754 | $3.50M | 0.06% | −17,301−23.1% | Reduced |
| Hall Private Wealth Advisors | 57,585 | $3.48M | 2.27% | +57,585 | New |
| Avantax Advisory Services, Inc. | 57,633 | $3.48M | 0.06% | +6,783+13.3% | Added |
| Daiwa Securities Group Inc. | 56,468 | $3.42M | 0.02% | +2,801+5.2% | Added |
| Telos Capital Management, Inc. | 56,460 | $3.42M | 0.45% | +255+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 55,924 | $3.38M | 0.16% | +360+0.6% | Added |
| Aigen Investment Management, LP | 55,910 | $3.38M | 0.59% | −83,659−59.9% | Reduced |
| Goelzer Investment Management, Inc. | 55,726 | $3.37M | 0.28% | +1,468+2.7% | Added |
| Glenmede Trust Co NA | 55,722 | $3.37M | 0.02% | −27,517−33.1% | Reduced |
| Harbour Investments, Inc. | 55,399 | $3.35M | 0.11% | −460−0.8% | Reduced |
| City Holding Co | 55,295 | $3.35M | 0.59% | +1,885+3.5% | Added |
| Rench Wealth Management, Inc. | 53,816 | $3.26M | 1.63% | +694+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 53,081 | $3.21M | 0.16% | −1,023−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 52,910 | $3.20M | 0.08% | +1,723+3.4% | Added |
| Andra AP-fonden | 52,400 | $3.17M | 0.06% | +52,400 | New |
| Dixon Hubard Feinour & Brown Inc | 52,272 | $3.16M | 0.66% | −846−1.6% | Reduced |
| Fulton Bank, N.A. | 52,032 | $3.15M | 0.15% | −1,119−2.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 51,239 | $3.10M | 0.85% | −32−0.1% | Reduced |
| NewSquare Capital LLC | 50,808 | $3.07M | 0.36% | +2,570+5.3% | Added |
| First National Trust Co | 50,579 | $3.06M | 0.19% | −567−1.1% | Reduced |
| Tiaa, FSB | 50,546 | $3.06M | 0.01% | −1,447−2.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,462 | $3.05M | 0.01% | +2,708+5.7% | Added |
| Montag A & Associates Inc | 50,224 | $3.04M | 0.16% | +583+1.2% | Added |
| MUFG Securities EMEA plc | 48,200 | $2.92M | 0.03% | −46,600−49.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,074 | $2.91M | 0.05% | +174+0.4% | Added |
| Palisade Asset Management, LLC | 47,859 | $2.90M | 0.34% | −105−0.2% | Reduced |
| Zions Bancorporation, N.A. | 47,397 | $2.87M | 0.29% | +4,942+11.6% | Added |
| Pettyjohn, Wood & White, Inc | 47,305 | $2.86M | 0.64% | −1,600−3.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 46,907 | $2.84M | 0.33% | −1,908−3.9% | Reduced |
| FAI Wealth Management | 46,736 | $2.83M | 2.42% | −1,277−2.7% | Reduced |
| Pathstone Family Office, LLC | 46,620 | $2.82M | 0.08% | +38,423+468.7% | Added |
| Eudaimonia Partners, LLC | 46,498 | $2.81M | 0.53% | +190.0% | Added |
| All Terrain Financial Advisors, LLC | 46,383 | $2.81M | 1.35% | +5,876+14.5% | Added |
| WBI Investments | 46,285 | $2.80M | 0.43% | +46,285 | New |
| Canandaigua National Corp | 46,277 | $2.80M | 0.45% | +1,105+2.4% | Added |
| Profund Advisors LLC | 45,678 | $2.76M | 0.09% | −2,220−4.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 45,452 | $2.75M | 1.53% | +565+1.3% | Added |
| Ziegler Capital Management, LLC | 45,337 | $2.74M | 0.09% | −2,942−6.1% | Reduced |
| Usca Ria LLC | 45,246 | $2.74M | 0.17% | +45,246 | New |
| BBVA USA | 45,193 | $2.73M | 0.15% | +45,193 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 44,758 | $2.71M | 0.11% | +1,935+4.5% | Added |