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 5 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 |
|---|---|---|---|---|---|
| NBT Bank N A | 28,573 | $1.73M | 0.24% | −193−0.7% | Reduced |
| Nachman Norwood & Parrott, Inc | 28,297 | $1.71M | 0.17% | +1,855+7.0% | Added |
| Nepsis, Inc. | 28,145 | $1.70M | 0.54% | −254−0.9% | Reduced |
| Coastal Bridge Advisors, LLC | 28,099 | $1.70M | 0.35% | +2,326+9.0% | Added |
| Brown Advisory Inc | 28,022 | $1.70M | 0.00% | −781−2.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 27,988 | $1.69M | 0.04% | +2,211+8.6% | Added |
| Trustco Bank Corp N Y | 27,845 | $1.68M | 1.51% | −1,200−4.1% | Reduced |
| Kavar Capital Partners Group, LLC | 27,701 | $1.68M | 0.40% | −375−1.3% | Reduced |
| Donaldson Capital Management, LLC | 27,659 | $1.67M | 0.09% | −3,923−12.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 27,553 | $1.67M | 0.18% | −1,856−6.3% | Reduced |
| Carroll Financial Associates, Inc. | 27,539 | $1.67M | 0.09% | −112−0.4% | Reduced |
| Bailard, Inc. | 27,462 | $1.66M | 0.06% | +2,339+9.3% | Added |
| Green Square Capital Advisors LLC | 27,439 | $1.66M | 0.45% | +3,029+12.4% | Added |
| Lido Advisors, LLC | 27,420 | $1.66M | 0.04% | +1,327+5.1% | Added |
| Greenwood Gearhart Inc | 27,321 | $1.65M | 0.27% | −71,147−72.3% | Reduced |
| Dean Investment Associates, LLC | 27,197 | $1.65M | 0.30% | +241+0.9% | Added |
| Calamos Wealth Management LLC | 27,121 | $1.64M | 0.13% | +35+0.1% | Added |
| Ellsworth Advisors, LLC | 26,904 | $1.63M | 0.80% | +4,700+21.2% | Added |
| NTV Asset Management LLC | 26,655 | $1.61M | 0.29% | +1,500+6.0% | Added |
| Johnson Investment Counsel Inc | 26,642 | $1.61M | 0.02% | +331+1.3% | Added |
| TFG Advisers LLC | 26,597 | $1.61M | 0.78% | −426−1.6% | Reduced |
| John G Ullman & Associates Inc | 26,550 | $1.61M | 0.21% | +400+1.5% | Added |
| Citizens National Bank Trust Department | 26,539 | $1.61M | 0.46% | −500−1.8% | Reduced |
| Derbend Asset Management | 26,534 | $1.61M | 1.50% | +26,534 | New |
| National Asset Management, Inc. | 26,472 | $1.60M | 0.05% | −942−3.4% | Reduced |
| United Bank | 26,395 | $1.60M | 1.08% | +437+1.7% | Added |
| Quantitative Investment Management, LLC | 26,267 | $1.59M | 0.14% | −23,944−47.7% | Reduced |
| Peoples Financial Services Corp. | 26,185 | $1.58M | 0.66% | −360−1.4% | Reduced |
| Bennicas & Associates, Inc. | 26,166 | $1.58M | 0.87% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 26,080 | $1.58M | 0.12% | −1,423−5.2% | Reduced |
| Viking Fund Management LLC | 26,000 | $1.57M | 0.45% | 00.0% | Unchanged |
| Wedbush Securities Inc | 25,982 | $1.57M | 0.07% | +4,320+19.9% | Added |
| Jacobi Capital Management LLC | 25,497 | $1.54M | 0.20% | +172+0.7% | Added |
| Farmers & Merchants Investments Inc | 25,420 | $1.54M | 0.07% | −75−0.3% | Reduced |
| Holderness Investments Co | 25,203 | $1.52M | 0.50% | −224−0.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 24,902 | $1.51M | 0.12% | +92+0.4% | Added |
| Crawford Investment Counsel Inc | 24,755 | $1.50M | 0.03% | −1,010−3.9% | Reduced |
| Hartford Financial Management Inc. | 24,749 | $1.50M | 0.37% | −200−0.8% | Reduced |
| Mainstay Capital Management LLC | 24,707 | $1.50M | 0.35% | +193+0.8% | Added |
| Banque Cantonale Vaudoise | 24,483 | $1.48M | 0.07% | −79,980−76.6% | Reduced |
| Burns J W & Co Inc | 24,455 | $1.48M | 0.23% | −65−0.3% | Reduced |
| Rational Advisors LLC | 24,097 | $1.46M | 0.17% | +430+1.8% | Added |
| Bard Financial Services, Inc. | 23,960 | $1.45M | 0.13% | −500−2.0% | Reduced |
| Prospera Financial Services Inc | 23,886 | $1.45M | 0.07% | +9,245+63.1% | Added |
| Rafferty Asset Management, LLC | 23,816 | $1.44M | 0.01% | +2,303+10.7% | Added |
| Parsons Capital Management Inc | 23,768 | $1.44M | 0.11% | −500−2.1% | Reduced |
| Community Bank of Raymore | 23,730 | $1.44M | 0.46% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 23,561 | $1.43M | 0.02% | +19,118+430.3% | Added |
| Bayesian Capital Management, LP | 23,571 | $1.43M | 0.37% | +23,571 | New |
| Madden Securities Corp | 23,466 | $1.42M | 0.74% | +3,450+17.2% | Added |
| Stolper Co | 23,413 | $1.42M | 0.67% | +328+1.4% | Added |
| Verdence Capital Advisors LLC | 23,278 | $1.41M | 0.20% | +182+0.8% | Added |
| BP PLC | 23,272 | $1.41M | 0.06% | −11,056−32.2% | Reduced |
| Consolidated Planning Corp | 23,247 | $1.41M | 1.04% | +215+0.9% | Added |
| First Midwest Bank Trust Division | 23,199 | $1.40M | 0.19% | −1,623−6.5% | Reduced |
| CWS Financial Advisors, LLC | 23,122 | $1.40M | 0.56% | +310+1.4% | Added |
| Spreng Capital Management, Inc. | 23,061 | $1.40M | 0.90% | +340+1.5% | Added |
| JustInvest LLC | 23,045 | $1.39M | 0.15% | +11,410+98.1% | Added |
| Access Financial Services, Inc. | 22,986 | $1.39M | 0.65% | −8,319−26.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,967 | $1.39M | 0.12% | −3,150−12.1% | Reduced |
| JT Stratford LLC | 22,841 | $1.38M | 0.44% | −806−3.4% | Reduced |
| Sandy Spring Bank | 22,845 | $1.38M | 0.07% | −21−0.1% | Reduced |
| Brown Brothers Harriman & Co | 22,622 | $1.37M | 0.01% | −1,205−5.1% | Reduced |
| Old North State Trust, LLC | 22,526 | $1.36M | 1.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 22,359 | $1.35M | 0.05% | +12,849+135.1% | Added |
| SevenBridge Financial Group, LLC | 22,333 | $1.35M | 0.44% | +116+0.5% | Added |
| Claybrook Capital, LLC | 22,333 | $1.35M | 0.44% | +22,333 | New |
| Dynamic Advisor Solutions LLC | 22,311 | $1.35M | 0.11% | −1,041−4.5% | Reduced |
| Tower Research Capital LLC (TRC) | 22,195 | $1.34M | 0.03% | −95,981−81.2% | Reduced |
| Forte Capital LLC | 22,137 | $1.34M | 0.18% | +210+1.0% | Added |
| Smith, Moore & Co. | 22,074 | $1.34M | 0.20% | +2,484+12.7% | Added |
| NorthRock Partners, LLC | 21,998 | $1.33M | 0.11% | +568+2.7% | Added |
| Southeast Asset Advisors Inc. | 21,993 | $1.33M | 0.22% | +1,322+6.4% | Added |
| Excalibur Management Corp | 21,839 | $1.32M | 0.60% | +200+0.9% | Added |
| Verition Fund Management LLC | 21,649 | $1.31M | 0.02% | +21,649 | New |
| CapWealth Advisors, LLC | 21,603 | $1.31M | 0.14% | −677−3.0% | Reduced |
| Northwest Bancshares, Inc. | 21,596 | $1.31M | 0.30% | +257+1.2% | Added |
| Regent Peak Wealth Advisors LLC | 20,360 | $1.30M | 0.36% | +6,392+45.8% | Added |
| FourThought Financial, LLC | 21,304 | $1.29M | 0.17% | +2,741+14.8% | Added |
| Snowden Capital Advisors LLC | 21,164 | $1.28M | 0.06% | +3,934+22.8% | Added |
| Cullinan Associates Inc | 21,020 | $1.27M | 0.07% | −1,000−4.5% | Reduced |
| Cipher Capital LP | 20,968 | $1.27M | 0.70% | −1,281−5.8% | Reduced |
| Capital Square, LLC | 20,214 | $1.27M | 0.94% | +2,753+15.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 20,897 | $1.26M | 0.07% | +3,364+19.2% | Added |
| Bank Ozk | 20,747 | $1.26M | 0.56% | −45−0.2% | Reduced |
| Sheets Smith Wealth Management | 20,508 | $1.24M | 0.17% | −267−1.3% | Reduced |
| Belpointe Asset Management LLC | 20,353 | $1.23M | 0.09% | +2,106+11.5% | Added |
| Grove Bank & Trust | 20,178 | $1.22M | 0.26% | +1,107+5.8% | Added |
| Community Bank, N.A. | 20,112 | $1.22M | 0.14% | −634−3.1% | Reduced |
| KCM Investment Advisors LLC | 20,086 | $1.22M | 0.05% | −400−2.0% | Reduced |
| Redwood Investment Management, LLC | 20,087 | $1.22M | 0.20% | +20,087 | New |
| Bridgefront Capital, LLC | 20,037 | $1.21M | 0.46% | +20,037 | New |
| Canal Insurance CO | 20,000 | $1.21M | 0.43% | +10,000+100.0% | Added |
| IHT Wealth Management, LLC | 19,544 | $1.18M | 0.08% | +851+4.6% | Added |
| Spire Wealth Management | 19,251 | $1.17M | 0.03% | −23,455−54.9% | Reduced |
| Moody National Bank Trust Division | 19,081 | $1.16M | 0.02% | −158−0.8% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.15M | 0.20% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,984 | $1.15M | 0.11% | +702+3.8% | Added |
| Strategic Wealth Advisors Group, LLC | 18,983 | $1.15M | 0.05% | +1,481+8.5% | Added |
| Evercore Wealth Management, LLC | 18,963 | $1.15M | 0.02% | −3,968−17.3% | Reduced |