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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 44,520 | $2.69M | 0.47% | +547+1.2% | Added |
| Armor Investment Advisors, LLC | 44,318 | $2.68M | 1.62% | +224+0.5% | Added |
| Teza Capital Management LLC | 44,229 | $2.68M | 0.43% | +44,229 | New |
| Los Angeles Capital Management LLC | 43,822 | $2.65M | 0.01% | −33,983−43.7% | Reduced |
| MTM Investment Management, LLC | 43,321 | $2.62M | 1.37% | +26+0.1% | Added |
| Caisse de Depot Et Placement du Quebec | 43,300 | $2.62M | 0.01% | −58,000−57.3% | Reduced |
| Sovereign Financial Group, Inc. | 41,332 | $2.57M | 1.56% | 00.0% | Unchanged |
| Man Group plc | 42,290 | $2.56M | 0.01% | +35,211+497.4% | Added |
| Lincoln National Corp | 42,223 | $2.55M | 0.05% | −2,013−4.6% | Reduced |
| Doyle Wealth Management | 42,187 | $2.55M | 0.21% | +1,862+4.6% | Added |
| Seeyond | 42,090 | $2.55M | 0.24% | −432−1.0% | Reduced |
| Cornercap Investment Counsel Inc | 42,078 | $2.55M | 0.28% | +2,190+5.5% | Added |
| 6 Meridian | 41,864 | $2.53M | 0.20% | −1,197−2.8% | Reduced |
| Csenge Advisory Group | 41,137 | $2.53M | 0.22% | +3,077+8.1% | Added |
| Optimal Asset Management, Inc. | 41,518 | $2.51M | 0.30% | +20.0% | Added |
| Cullen/Frost Bankers, Inc. | 41,500 | $2.51M | 0.05% | −1,165−2.7% | Reduced |
| First Bank & Trust | 41,337 | $2.50M | 1.21% | +761+1.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 41,315 | $2.50M | 0.96% | −40−0.1% | Reduced |
| United Asset Strategies, Inc. | 41,226 | $2.50M | 0.33% | +1,178+2.9% | Added |
| Quadrature Capital Ltd | 41,106 | $2.49M | 0.09% | −6,964−14.5% | Reduced |
| Jones Road Capital Management, L.P. | 41,050 | $2.48M | 1.61% | +11,050+36.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 40,786 | $2.47M | 1.38% | −553−1.3% | Reduced |
| Signaturefd, LLC | 40,640 | $2.46M | 0.10% | −1,869−4.4% | Reduced |
| Greatmark Investment Partners, Inc. | 40,425 | $2.45M | 0.44% | +202+0.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 40,184 | $2.43M | 0.81% | +1,311+3.4% | Added |
| Main Street Financial Solutions, LLC | 40,048 | $2.42M | 0.39% | +637+1.6% | Added |
| Jefferies Group LLC | 40,028 | $2.42M | 0.04% | +27,495+219.4% | Added |
| Brick & Kyle, Associates | 40,084 | $2.42M | 1.26% | −153−0.4% | Reduced |
| Roosevelt Investment Group LLC | 39,944 | $2.42M | 0.15% | +1,028+2.6% | Added |
| Wills Financial Group, Inc. | 39,940 | $2.42M | 1.05% | +1,906+5.0% | Added |
| Alerus Financial NA | 39,879 | $2.41M | 0.24% | −28,582−41.7% | Reduced |
| Simmons Bank | 39,603 | $2.40M | 0.17% | +819+2.1% | Added |
| Argent Trust Co | 39,202 | $2.37M | 0.16% | −176−0.4% | Reduced |
| Advisor Partners LLC | 39,064 | $2.36M | 0.16% | −860−2.2% | Reduced |
| Paloma Partners Management Co | 39,073 | $2.36M | 0.06% | +23,312+147.9% | Added |
| Northstar Investment Advisors LLC | 36,991 | $2.36M | 0.31% | −7,341−16.6% | Reduced |
| Lakeview Capital Partners, LLC | 38,609 | $2.34M | 1.02% | +708+1.9% | Added |
| Foster Victor Wealth Advisors, LLC | 38,268 | $2.32M | 0.39% | +3,420+9.8% | Added |
| Argyle Capital Management Inc. | 38,059 | $2.30M | 0.74% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 37,560 | $2.27M | 0.44% | −100−0.3% | Reduced |
| Hancock Whitney Corp | 37,228 | $2.25M | 0.07% | −4,818−11.5% | Reduced |
| Family Legacy, Inc. | 35,748 | $2.25M | 1.00% | −21−0.1% | Reduced |
| Veritable, L.P. | 36,974 | $2.24M | 0.04% | +400+1.1% | Added |
| Dearborn Partners LLC | 36,887 | $2.23M | 0.09% | +376+1.0% | Added |
| Oakworth Capital, Inc. | 36,555 | $2.21M | 0.22% | +3,755+11.4% | Added |
| Proequities, Inc. | 36,540 | $2.21M | 0.14% | −1,164−3.1% | Reduced |
| Pinnacle Associates Ltd | 36,153 | $2.19M | 0.04% | 00.0% | Unchanged |
| Lantz Financial LLC | 36,102 | $2.19M | 1.12% | +462+1.3% | Added |
| Rothschild Investment Corp | 35,847 | $2.17M | 0.17% | +542+1.5% | Added |
| Warren Averett Asset Management, LLC | 33,093 | $2.17M | 0.20% | +4,165+14.4% | Added |
| Clarkston Capital Partners, LLC | 35,620 | $2.15M | 0.04% | +40+0.1% | Added |
| Pinkerton Retirement Specialists, LLC | 35,612 | $2.15M | 0.42% | +1,337+3.9% | Added |
| Hayek Kallen Investment Management | 35,548 | $2.15M | 0.90% | −50−0.1% | Reduced |
| HighPoint Advisor Group LLC | 35,161 | $2.13M | 0.21% | +1,305+3.9% | Added |
| Level Four Advisory Services, LLC | 35,055 | $2.12M | 0.15% | +3,069+9.6% | Added |
| Rockefeller Capital Management L.P. | 34,733 | $2.10M | 0.01% | +15,916+84.6% | Added |
| Bank of Hawaii | 34,602 | $2.09M | 0.12% | −2,670−7.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,612 | $2.09M | 0.20% | −1,414−3.9% | Reduced |
| South State Corp. | 34,364 | $2.08M | 0.18% | +380+1.1% | Added |
| Capstone Investment Advisors, LLC | 34,354 | $2.08M | 0.05% | +34,354 | New |
| Illinois Municipal Retirement Fund | 34,237 | $2.07M | 0.08% | −100,325−74.6% | Reduced |
| Woodmont Investment Counsel LLC | 34,149 | $2.07M | 0.32% | −2,575−7.0% | Reduced |
| Mechanics Bank Trust Department | 34,072 | $2.06M | 0.34% | +215+0.6% | Added |
| Azimuth Capital Management LLC | 34,055 | $2.06M | 0.09% | +955+2.9% | Added |
| Harbor Financial Services, LLC | 33,862 | $2.05M | 0.86% | −2,105−5.9% | Reduced |
| Vectors Research Management, LLC | 33,861 | $2.05M | 0.52% | +5,148+17.9% | Added |
| HNP Capital LLC | 33,861 | $2.05M | 0.54% | +5,379+18.9% | Added |
| Nicholas Hoffman & Company, LLC. | 33,667 | $2.04M | 0.37% | +954+2.9% | Added |
| Laurel Wealth Advisors LLC | 33,536 | $2.03M | 0.45% | +4,173+14.2% | Added |
| Brooks, Moore & Associates, Inc. | 33,480 | $2.03M | 1.29% | −1,951−5.5% | Reduced |
| MD Financial Management Inc. | 33,360 | $2.02M | 0.06% | +33,360 | New |
| Selective Wealth Management, Inc. | 33,233 | $2.01M | 1.60% | −11,798−26.2% | Reduced |
| GSB Wealth Management, LLC | 32,960 | $1.99M | 0.62% | +216+0.7% | Added |
| Cigna Investments Inc | 32,929 | $1.99M | 0.14% | −5,083−13.4% | Reduced |
| Diversified Portfolios, Inc. | 32,547 | $1.97M | 0.74% | −818−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,377 | $1.96M | 0.01% | −5,971−15.6% | Reduced |
| Hengehold Capital Management LLC | 32,335 | $1.96M | 0.26% | +456+1.4% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $1.96M | 0.09% | 00.0% | Unchanged |
| World Asset Management Inc | 31,913 | $1.93M | 0.18% | −422−1.3% | Reduced |
| Day & Ennis, LLC | 31,912 | $1.93M | 0.67% | +42+0.1% | Added |
| Sowell Financial Services LLC | 31,895 | $1.93M | 0.13% | −13,151−29.2% | Reduced |
| First City Capital Management, Inc. | 29,327 | $1.93M | 1.06% | −30.0% | Reduced |
| Regentatlantic Capital LLC | 31,745 | $1.92M | 0.06% | +6,603+26.3% | Added |
| Everence Capital Management Inc | 31,681 | $1.92M | 0.16% | +6,560+26.1% | Added |
| StoneX Group Inc. | 31,541 | $1.91M | 0.28% | +7,620+31.9% | Added |
| Geneos Wealth Management Inc. | 30,503 | $1.88M | 0.07% | −8,254−21.3% | Reduced |
| GWM Advisors LLC | 30,819 | $1.86M | 0.05% | +840+2.8% | Added |
| Aptus Capital Advisors, LLC | 30,461 | $1.84M | 0.08% | +5,613+22.6% | Added |
| Sumitomo Life Insurance Co | 30,333 | $1.83M | 0.06% | −5,038−14.2% | Reduced |
| Centaurus Financial, Inc. | 30,237 | $1.83M | 0.15% | −2,339−7.2% | Reduced |
| Financial Partners Capital Management LLC | 30,120 | $1.82M | 0.33% | +11,720+63.7% | Added |
| Shell Asset Management Co | 30,106 | $1.82M | 0.04% | +697+2.4% | Added |
| Robbins Farley LLC | 29,806 | $1.80M | 2.04% | +11,866+66.1% | Added |
| IBM Retirement Fund | 29,758 | $1.80M | 0.14% | −6,119−17.1% | Reduced |
| Essex Financial Services, Inc. | 28,794 | $1.79M | 0.26% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 29,561 | $1.79M | 0.16% | −461−1.5% | Reduced |
| Leelyn Smith, LLC | 29,171 | $1.76M | 0.52% | +600+2.1% | Added |
| Soltis Investment Advisors LLC | 29,075 | $1.76M | 0.28% | +4,290+17.3% | Added |
| Peapack Gladstone Financial Corp | 28,860 | $1.75M | 0.04% | −320−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 28,693 | $1.74M | 0.10% | +50+0.2% | Added |