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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 14,739 | $892.0K | 0.03% | +417+2.9% | Added |
| Ameritas Investment Partners, Inc. | 14,728 | $891.0K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 14,730 | $891.0K | 0.32% | +149+1.0% | Added |
| Segall Bryant & Hamill, LLC | 14,679 | $888.0K | 0.01% | −499−3.3% | Reduced |
| Columbus Macro, LLC | 14,663 | $887.0K | 0.28% | −222−1.5% | Reduced |
| Pendal Group Limited | 14,624 | $885.0K | 0.01% | +6,482+79.6% | Added |
| Islay Capital Management, LLC | 14,606 | $884.0K | 0.72% | −1,107−7.0% | Reduced |
| Court Place Advisors, LLC | 14,602 | $884.0K | 0.26% | −200−1.4% | Reduced |
| StrategIQ Financial Group, LLC | 14,543 | $880.0K | 0.17% | −70.0% | Reduced |
| S.E.E.D. Planning Group LLC | 14,520 | $879.0K | 0.43% | −2,349−13.9% | Reduced |
| Blue Fin Capital, Inc. | 14,497 | $877.0K | 0.27% | −506−3.4% | Reduced |
| Kestra Private Wealth Services, LLC | 14,316 | $866.0K | 0.05% | +342+2.4% | Added |
| Longfellow Investment Management Co LLC | 14,263 | $864.0K | 0.12% | −9,478−39.9% | Reduced |
| Philadelphia Trust Co | 14,280 | $864.0K | 0.06% | −250−1.7% | Reduced |
| Capital Asset Advisory Services LLC | 14,191 | $859.0K | 0.09% | +307+2.2% | Added |
| Jaffetilchin Investment Partners, LLC | 14,173 | $859.0K | 0.06% | +2,358+20.0% | Added |
| White Lighthouse Investment Management Inc. | 14,124 | $855.0K | 0.23% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 14,101 | $853.0K | 0.11% | +2,272+19.2% | Added |
| TrinityPoint Wealth, LLC | 14,088 | $852.0K | 0.17% | +20.0% | Added |
| Sciencast Management LP | 13,922 | $851.0K | 0.18% | +13,922 | New |
| Mitchell Sinkler & Starr | 14,015 | $848.0K | 0.77% | −555−3.8% | Reduced |
| Boston Private Wealth LLC | 14,002 | $847.0K | 0.01% | +36+0.3% | Added |
| Intrust Bank NA | 13,991 | $847.0K | 0.11% | +948+7.3% | Added |
| Chicago Trust Co NA | 13,977 | $846.0K | 0.20% | +3,260+30.4% | Added |
| Coastal Investment Advisors, Inc. | 13,933 | $843.0K | 0.20% | +120+0.9% | Added |
| Atlantic Union Bankshares Corp | 13,914 | $842.0K | 0.08% | −325−2.3% | Reduced |
| Abbrea Capital, LLC | 13,867 | $839.0K | 0.13% | −150−1.1% | Reduced |
| International Assets Investment Management, LLC | 13,836 | $837.0K | 0.16% | −13,926−50.2% | Reduced |
| Mayfair Advisory Group, LLC | 13,818 | $836.0K | 1.32% | +65+0.5% | Added |
| Ameritas Investment Company, LLC | 4,968 | $832.0K | 0.04% | −7,967−61.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,728 | $831.0K | 0.01% | +13,728 | New |
| Salem Investment Counselors Inc | 13,720 | $830.0K | 0.05% | +12+0.1% | Added |
| Stokes Family Office, LLC | 13,685 | $828.0K | 0.12% | +145+1.1% | Added |
| Bahl & Gaynor Inc | 13,646 | $826.0K | 0.01% | −36−0.3% | Reduced |
| Rowland & Co Investment Counsel | 13,603 | $823.1K | 0.20% | +33+0.2% | Added |
| Murphy Capital Management Inc | 13,579 | $821.0K | 0.09% | −425−3.0% | Reduced |
| TCW Group Inc | 13,559 | $820.0K | 0.01% | −2,441−15.3% | Reduced |
| Patton Albertson Miller Group, LLC | 13,479 | $816.0K | 0.19% | −2,213−14.1% | Reduced |
| Wolverine Trading, LLC | 13,457 | $814.0K | 0.02% | +13,457 | New |
| Adirondack Trust Co | 13,432 | $812.0K | 0.41% | +310+2.4% | Added |
| Strategic Blueprint, LLC | 13,406 | $811.0K | 0.13% | +74+0.6% | Added |
| DuPont Capital Management Corp | 13,377 | $809.0K | 0.02% | −1,357−9.2% | Reduced |
| Magnolia Capital Advisors LLC | 13,376 | $809.0K | 0.36% | +13,376 | New |
| Horizon Investments, LLC | 13,469 | $807.0K | 0.02% | −4,750−26.1% | Reduced |
| Am Investment Strategies LLC | 13,258 | $802.0K | 0.21% | +52+0.4% | Added |
| HM Payson & Co | 13,228 | $800.0K | 0.02% | +30+0.2% | Added |
| Resources Investment Advisors, LLC. | 13,208 | $799.0K | 0.03% | +5,348+68.0% | Added |
| Integrated Advisors Network LLC | 13,139 | $795.0K | 0.06% | +2,253+20.7% | Added |
| Shepherd Financial Partners LLC | 13,119 | $794.0K | 0.15% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 13,078 | $791.0K | 0.20% | −24,297−65.0% | Reduced |
| Plimoth Trust Co LLC | 13,072 | $791.0K | 0.22% | −3,070−19.0% | Reduced |
| Mather Group, LLC. | 13,005 | $787.0K | 0.02% | +126+1.0% | Added |
| Arkadios Wealth Advisors | 13,014 | $787.0K | 0.10% | +5,480+72.7% | Added |
| Rocky Mountain Advisers, LLC | 12,925 | $782.0K | 0.97% | +200+1.6% | Added |
| Venture Visionary Partners LLC | 12,913 | $781.0K | 0.06% | +1,911+17.4% | Added |
| Allred Capital Management, LLC | 12,833 | $776.0K | 0.38% | −98−0.8% | Reduced |
| Stableford Capital II LLC | 12,768 | $773.0K | 0.37% | +888+7.5% | Added |
| BancorpSouth Bank | 12,728 | $770.0K | 0.11% | −1,228−8.8% | Reduced |
| Kempen Capital Management N.V. | 12,690 | $768.0K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 12,648 | $765.0K | 0.46% | +12,554+13,355.3% | Added |
| Conning Inc. | 12,565 | $760.0K | 0.02% | −1,425−10.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,549 | $759.0K | 0.34% | +314+2.6% | Added |
| Focus Financial Network, Inc. | 12,536 | $758.6K | 0.10% | −320−2.5% | Reduced |
| Gateway Investment Advisers LLC | 12,534 | $758.0K | 0.01% | +606+5.1% | Added |
| Sunbelt Securities, Inc. | 11,991 | $757.0K | 0.14% | −382−3.1% | Reduced |
| Empirical Finance, LLC | 12,435 | $752.0K | 0.12% | +1,822+17.2% | Added |
| Comerica Securities,inc. | 12,418 | $751.0K | 0.06% | −2,520−16.9% | Reduced |
| Altium Wealth Management LLC | 12,404 | $751.0K | 0.06% | +547+4.6% | Added |
| V Wealth Advisors LLC | 12,382 | $749.0K | 0.12% | −1,673−11.9% | Reduced |
| Good Life Advisors, LLC | 12,367 | $748.0K | 0.14% | −1,095−8.1% | Reduced |
| Welch & Forbes LLC | 12,308 | $745.0K | 0.01% | −49−0.4% | Reduced |
| Henshaw Capital LLC | 12,288 | $743.5K | 0.05% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 12,275 | $743.0K | 0.81% | −685−5.3% | Reduced |
| Sculati Wealth Management, LLC | 12,280 | $743.0K | 0.39% | 00.0% | Unchanged |
| Resources Management Corp | 12,265 | $742.0K | 0.10% | −15−0.1% | Reduced |
| Kovack Advisors, Inc. | 12,248 | $741.0K | 0.08% | +392+3.3% | Added |
| Boston Trust Walden Corp | 12,175 | $737.0K | 0.01% | +3,275+36.8% | Added |
| Koshinski Asset Management, Inc. | 12,169 | $736.0K | 0.09% | −1,641−11.9% | Reduced |
| Juncture Wealth Strategies, LLC | 11,275 | $735.0K | 0.42% | +764+7.3% | Added |
| Aberdeen Wealth Management LLC | 12,047 | $729.0K | 0.67% | +40.0% | Added |
| Burney Co | 12,030 | $728.0K | 0.03% | −50.0% | Reduced |
| Hexavest Inc. | 11,999 | $726.0K | 0.04% | −149,879−92.6% | Reduced |
| Palumbo Wealth Management LLC | 12,004 | $726.0K | 0.49% | +972+8.8% | Added |
| New World Advisors LLC | 12,004 | $726.0K | 0.49% | +12,004 | New |
| People's United Financial, Inc. | 11,984 | $725.0K | 0.02% | −1,020−7.8% | Reduced |
| Fiduciary Trust Co | 11,773 | $712.0K | 0.01% | −7,759−39.7% | Reduced |
| Mid Atlantic Financial Management Inc | 11,704 | $708.0K | 0.05% | +163+1.4% | Added |
| Citizens Financial Group Inc | 11,658 | $705.0K | 0.03% | −302−2.5% | Reduced |
| Camden Capital, LLC | 11,538 | $698.0K | 0.16% | +2,896+33.5% | Added |
| Chilton Capital Management LLC | 11,521 | $697.0K | 0.04% | +11,521 | New |
| Centre Asset Management, LLC | 11,489 | $695.0K | 0.36% | −500−4.2% | Reduced |
| FDx Advisors, Inc. | 11,480 | $695.0K | 0.02% | −502−4.2% | Reduced |
| Nicollet Investment Management, Inc. | 11,471 | $694.0K | 0.28% | +11,471 | New |
| Corient Capital Partners, LLC | 11,458 | $693.0K | 0.05% | +1,071+10.3% | Added |
| Summit Financial Group Inc | 11,418 | $691.0K | 0.26% | +325+2.9% | Added |
| Atlas Brown,Inc. | 11,350 | $687.0K | 0.30% | +201+1.8% | Added |
| Busey Wealth Management | 11,293 | $684.0K | 0.03% | −2,185−16.2% | Reduced |
| Checchi Capital Advisers, LLC | 11,278 | $682.0K | 0.08% | +120+1.1% | Added |
| Advisory Alpha, LLC | 11,264 | $682.0K | 0.06% | +1,005+9.8% | Added |
| Farmers Trust Co | 11,257 | $681.0K | 0.15% | 00.0% | Unchanged |