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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 18,954 | $1.15M | 0.07% | +1,119+6.3% | Added |
| Stevens Capital Management LP | 18,951 | $1.15M | 0.34% | +18,951 | New |
| Tdam USA Inc. | 17,935 | $1.15M | 0.07% | −911−4.8% | Reduced |
| Capital Investment Advisory Services, LLC | 18,947 | $1.15M | 0.14% | +759+4.2% | Added |
| HawsGoodwin Investment Management LLC | 18,930 | $1.15M | 0.35% | −376−1.9% | Reduced |
| Private Trust Co NA | 18,871 | $1.14M | 0.17% | −613−3.1% | Reduced |
| EP Wealth Advisors, LLC | 18,834 | $1.14M | 0.03% | +527+2.9% | Added |
| Wellington Shields & Co., LLC | 18,671 | $1.13M | 0.37% | +52+0.3% | Added |
| Laurel Wealth Advisors, Inc. | 18,619 | $1.13M | 0.15% | −616−3.2% | Reduced |
| SeaCrest Wealth Management, LLC | 18,599 | $1.13M | 0.14% | −245−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 18,569 | $1.12M | 0.62% | −300−1.6% | Reduced |
| Convergence Investment Partners, LLC | 18,526 | $1.12M | 0.48% | +574+3.2% | Added |
| Delta Asset Management LLC | 18,511 | $1.12M | 0.11% | +285+1.6% | Added |
| Garner Asset Management Corp | 18,450 | $1.12M | 0.54% | +10.0% | Added |
| Asset Advisors Investment Management, LLC | 18,419 | $1.11M | 0.12% | +1,009+5.8% | Added |
| Waratah Capital Advisors Ltd. | 18,432 | $1.11M | 0.06% | +13,463+270.9% | Added |
| Mutual Advisors, LLC | 18,376 | $1.11M | 0.07% | −140−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 18,364 | $1.11M | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 18,313 | $1.11M | 0.04% | −360−1.9% | Reduced |
| Texas Yale Capital Corp. | 18,253 | $1.10M | 0.06% | +1,075+6.3% | Added |
| Chemung Canal Trust Co | 18,194 | $1.10M | 0.21% | −342−1.8% | Reduced |
| Platform Technology Partners | 18,047 | $1.09M | 0.45% | +18,047 | New |
| Richard P Slaughter Associates Inc | 18,019 | $1.09M | 0.42% | +243+1.4% | Added |
| Kingsview Wealth Management, LLC | 17,690 | $1.09M | 0.05% | +5,486+45.0% | Added |
| Echo Street Capital Management LLC | 17,873 | $1.08M | 0.01% | +9,146+104.8% | Added |
| ZWJ Investment Counsel Inc | 17,829 | $1.08M | 0.06% | −27,336−60.5% | Reduced |
| Thrive Capital Management, LLC | 17,813 | $1.08M | 0.84% | +6,757+61.1% | Added |
| LBMC Investment Advisors, LLC | 17,787 | $1.08M | 0.10% | +2,029+12.9% | Added |
| Berkeley Capital Partners, LLC | 17,712 | $1.07M | 0.48% | −1,132−6.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,659 | $1.07M | 0.27% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 17,671 | $1.07M | 0.42% | +463+2.7% | Added |
| Adviser Investments LLC | 17,574 | $1.06M | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 17,543 | $1.06M | 0.10% | +17,543 | New |
| Campbell & CO Investment Adviser LLC | 17,450 | $1.06M | 0.45% | +17,450 | New |
| Wetherby Asset Management Inc | 17,435 | $1.05M | 0.06% | +125+0.7% | Added |
| IFP Advisors, Inc | 17,330 | $1.05M | 0.02% | +1,250+7.8% | Added |
| Krane Funds Advisors LLC | 17,271 | $1.04M | 0.03% | +6,888+66.3% | Added |
| KG&L Capital Management,LLC | 17,257 | $1.04M | 0.48% | +17,257 | New |
| Detalus Advisors, LLC | 17,244 | $1.04M | 0.56% | +475+2.8% | Added |
| ProVise Management Group, LLC | 17,237 | $1.04M | 0.11% | +2,063+13.6% | Added |
| Silvercrest Asset Management Group LLC | 17,140 | $1.04M | 0.01% | −84−0.5% | Reduced |
| Park National Corp | 17,092 | $1.03M | 0.04% | −1,394−7.5% | Reduced |
| Twin Capital Management Inc | 17,067 | $1.03M | 0.10% | −1,260−6.9% | Reduced |
| Griffin Asset Management, Inc. | 17,061 | $1.03M | 0.12% | −130−0.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,026 | $1.03M | 0.45% | −173−1.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.03M | 0.14% | 00.0% | Unchanged |
| Trust Co of Vermont | 16,954 | $1.03M | 0.07% | −100−0.6% | Reduced |
| Regal Investment Advisors LLC | 16,911 | $1.02M | 0.10% | +16,911 | New |
| HHM Wealth Advisors, LLC | 16,898 | $1.02M | 0.28% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 16,827 | $1.02M | 0.15% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 15,901 | $1.02M | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 16,766 | $1.01M | 0.01% | −1,267−7.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 16,713 | $1.01M | 0.02% | −2,756−14.2% | Reduced |
| Old Port Advisors | 16,334 | $1.01M | 0.36% | +7,960+95.1% | Added |
| Woodstock Corp | 16,677 | $1.01M | 0.12% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,615 | $1.00M | 0.34% | +205+1.2% | Added |
| Patten & Patten Inc | 16,588 | $1.00M | 0.08% | −3,814−18.7% | Reduced |
| Mountain Capital Investment Advisors, Inc | 16,301 | $1.00M | 0.46% | −2,283−12.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,469 | $996.0K | 0.27% | −75−0.5% | Reduced |
| Personal Cfo Solutions, LLC | 16,440 | $995.0K | 0.20% | +28+0.2% | Added |
| PSI Advisors, LLC | 16,423 | $993.0K | 0.52% | −1,017−5.8% | Reduced |
| LaFleur & Godfrey LLC | 16,175 | $983.0K | 0.14% | +16,175 | New |
| Rodgers Brothers Inc. | 16,218 | $981.0K | 0.19% | +250+1.6% | Added |
| Bristlecone Advisors, LLC | 16,114 | $975.0K | 0.13% | −774−4.6% | Reduced |
| Wealth Alliance | 16,059 | $972.0K | 0.23% | +2,932+22.3% | Added |
| Western Wealth Management, LLC | 16,028 | $969.0K | 0.10% | +7,056+78.6% | Added |
| Hilltop Holdings Inc. | 15,952 | $965.0K | 0.11% | +1,215+8.2% | Added |
| Winton Group Ltd | 15,873 | $960.0K | 0.05% | +4,227+36.3% | Added |
| Clearstead Advisors, LLC | 15,839 | $958.0K | 0.07% | −42−0.3% | Reduced |
| Creative Financial Designs Inc | 15,820 | $957.0K | 0.17% | +1,520+10.6% | Added |
| ARS Wealth Advisors, LLC | 15,798 | $956.0K | 0.17% | +31+0.2% | Added |
| Biltmore Family Office, LLC | 15,791 | $956.0K | 0.27% | +41+0.3% | Added |
| McMillion Capital Management Inc | 15,746 | $953.0K | 0.52% | +336+2.2% | Added |
| Lazard Asset Management LLC | 15,739 | $951.0K | 0.00% | −747−4.5% | Reduced |
| First United Bank Trust | 15,691 | $949.0K | 0.40% | −1,382−8.1% | Reduced |
| Columbia Asset Management | 15,638 | $946.0K | 0.21% | −2,543−14.0% | Reduced |
| American National Registered Investment Advisor, Inc. | 15,606 | $944.0K | 0.34% | −130−0.8% | Reduced |
| Cerity Partners LLC | 15,578 | $943.0K | 0.02% | +837+5.7% | Added |
| Prelude Capital Management, LLC | 15,591 | $943.0K | 0.05% | +15,591 | New |
| SignalPoint Asset Management, LLC | 15,541 | $940.0K | 0.31% | +202+1.3% | Added |
| FineMark National Bank & Trust | 15,537 | $940.0K | 0.04% | +1,579+11.3% | Added |
| Savant Capital, LLC | 15,538 | $940.0K | 0.04% | +1,621+11.6% | Added |
| Rollins Financial | 15,525 | $939.0K | 0.34% | +6,112+64.9% | Added |
| Sequoia Financial Advisors, LLC | 15,496 | $938.0K | 0.03% | +1,883+13.8% | Added |
| Barnett & Company, Inc. | 15,500 | $938.0K | 0.62% | +15,100+3,775.0% | Added |
| Veriti Management LLC | 15,463 | $936.0K | 0.14% | +3,449+28.7% | Added |
| United Bank | 15,438 | $934.0K | 0.13% | −615−3.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,433 | $934.0K | 0.25% | +9,818+174.9% | Added |
| Glenview State Bank Trust Dept. | 15,404 | $932.0K | 0.28% | −100−0.6% | Reduced |
| American Portfolios Advisors | 15,387 | $931.1K | 0.04% | +2,104+15.8% | Added |
| Benedict Financial Advisors Inc | 15,375 | $930.0K | 0.26% | +72+0.5% | Added |
| Allstate Corp | 15,332 | $928.0K | 0.03% | −1,192−7.2% | Reduced |
| Chatham Capital Group, Inc. | 15,218 | $921.0K | 0.18% | +24+0.2% | Added |
| Arrow Financial Corp | 15,216 | $920.0K | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,933 | $904.0K | 0.02% | −1,881−11.2% | Reduced |
| Guardian Investment Management | 14,910 | $903.0K | 0.62% | 00.0% | Unchanged |
| Arden Trust Co | 14,840 | $898.0K | 0.15% | +7,019+89.7% | Added |
| ICW Investment Advisors LLC | 14,802 | $896.0K | 0.58% | +342+2.4% | Added |
| Earnest Partners LLC | 14,795 | $895.0K | 0.01% | −912−5.8% | Reduced |
| ARGI Investment Services, LLC | 14,768 | $894.0K | 0.03% | −563−3.7% | Reduced |