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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 11,239 | $680.0K | 0.02% | +11,239 | New |
| O'Shaughnessy Asset Management, LLC | 11,229 | $679.0K | 0.01% | +1,309+13.2% | Added |
| Sentry Investment Management LLC | 11,184 | $677.0K | 0.17% | +117+1.1% | Added |
| Meeder Asset Management Inc | 11,150 | $675.0K | 0.03% | +1,989+21.7% | Added |
| FinTrust Capital Advisors, LLC | 11,092 | $671.0K | 0.18% | +584+5.6% | Added |
| Trustcore Financial Services, LLC | 11,081 | $671.0K | 0.07% | +1,175+11.9% | Added |
| Avantax Planning Partners, Inc. | 11,023 | $667.0K | 0.03% | +10.0% | Added |
| Meiji Yasuda Life Insurance Co | 10,843 | $656.0K | 0.01% | −987−8.3% | Reduced |
| Roberts Glore & Co Inc | 10,833 | $656.0K | 0.20% | −263−2.4% | Reduced |
| First Dallas Securities Inc. | 10,823 | $655.0K | 0.43% | −749−6.5% | Reduced |
| Palladium Partners LLC | 10,811 | $654.0K | 0.03% | −65−0.6% | Reduced |
| Home Federal Bank of Tennessee | 10,686 | $647.0K | 0.23% | −850−7.4% | Reduced |
| Prudential PLC | 10,681 | $646.0K | 0.01% | −161,461−93.8% | Reduced |
| Chesley Taft & Associates LLC | 10,652 | $645.0K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 10,639 | $644.0K | 0.02% | +60+0.6% | Added |
| St. Johns Investment Management Company, LLC | 10,628 | $643.0K | 0.35% | +176+1.7% | Added |
| Weld Capital Management LLC | 10,609 | $642.0K | 0.65% | +10,609 | New |
| Wealthsource Partners, LLC | 10,595 | $641.0K | 0.06% | +1,543+17.0% | Added |
| Franklin Street Advisors Inc | 10,584 | $640.0K | 0.05% | +624+6.3% | Added |
| HBK Sorce Advisory LLC | 10,500 | $635.0K | 0.04% | +1,120+11.9% | Added |
| Verity Asset Management, Inc. | 10,502 | $635.0K | 0.35% | +2,641+33.6% | Added |
| AdvisorNet Financial, Inc | 10,429 | $631.0K | 0.04% | −822−7.3% | Reduced |
| Country Club Trust Company, n.a. | 10,418 | $629.0K | 0.05% | +50+0.5% | Added |
| Successful Portfolios LLC | 10,349 | $626.0K | 0.38% | +50+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 10,341 | $626.0K | 0.04% | +10,341 | New |
| Cornerstone Management, Inc. | 10,325 | $624.8K | 0.17% | +10.0% | Added |
| Gofen & Glossberg LLC | 10,313 | $624.0K | 0.01% | −2,234−17.8% | Reduced |
| CoreFirst Bank & Trust | 10,274 | $622.0K | 0.42% | −100−1.0% | Reduced |
| Optimum Investment Advisors | 10,253 | $620.0K | 0.19% | −1,008−9.0% | Reduced |
| Motco | 10,233 | $619.0K | 0.04% | +145+1.4% | Added |
| Carnegie Capital Asset Management, LLC | 10,233 | $619.0K | 0.02% | +150+1.5% | Added |
| Caldwell Trust Co | 10,200 | $617.2K | 0.08% | −52−0.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10,187 | $616.0K | 0.10% | +10.0% | Added |
| Valmark Advisers, Inc. | 10,178 | $616.0K | 0.01% | +2,705+36.2% | Added |
| Clarius Group, LLC | 10,170 | $615.0K | 0.06% | +10,170 | New |
| Smith Chas P & Associates Pa Cpas | 10,136 | $613.0K | 0.05% | +70+0.7% | Added |
| Nwam LLC | 10,117 | $612.0K | 0.06% | +678+7.2% | Added |
| Cypress Capital Group | 10,096 | $611.0K | 0.08% | −401−3.8% | Reduced |
| Congress Asset Management Co | 10,080 | $610.0K | 0.01% | −10.0% | Reduced |
| Financial Advocates Investment Management | 10,061 | $608.0K | 0.04% | −1,246−11.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,000 | $605.0K | 0.13% | −10,000−50.0% | Reduced |
| Oxler Private Wealth LLC | 10,000 | $605.0K | 0.26% | 00.0% | Unchanged |
| SG3 Management, LLC | 10,000 | $605.0K | 0.26% | +10,000 | New |
| BLB&B Advisors, LLC | 9,985 | $604.0K | 0.04% | +104+1.1% | Added |
| Wintrust Investments LLC | 9,975 | $604.0K | 0.06% | +5,554+125.6% | Added |
| Sunburst Financial Group, LLC | 9,944 | $602.0K | 0.38% | +506+5.4% | Added |
| Ancora Advisors, LLC | 9,914 | $600.0K | 0.02% | −1,200−10.8% | Reduced |
| Gotham Asset Management, LLC | 9,903 | $599.0K | 0.03% | −17,373−63.7% | Reduced |
| Wrapmanager Inc | 9,881 | $598.0K | 0.15% | +97+1.0% | Added |
| Beacon Investment Advisory Services, Inc. | 9,864 | $597.0K | 0.02% | −650−6.2% | Reduced |
| Beaumont Financial Partners, LLC | 9,841 | $595.0K | 0.05% | +961+10.8% | Added |
| Resource Planning Group | 9,823 | $594.0K | 0.34% | +574+6.2% | Added |
| Reilly Financial Advisors, LLC | 9,757 | $590.0K | 0.05% | +40.0% | Added |
| Hoylecohen, LLC | 9,680 | $586.0K | 0.06% | −50−0.5% | Reduced |
| Sawtooth Solutions, LLC | 9,652 | $584.0K | 0.12% | +3,656+61.0% | Added |
| Asset Management Corp | 9,640 | $583.0K | 0.38% | +136+1.4% | Added |
| Greenleaf Trust | 9,601 | $581.0K | 0.01% | +781+8.9% | Added |
| Acorn Wealth Advisors, LLC | 9,582 | $580.0K | 0.40% | +9,582 | New |
| Vident Investment Advisory, LLC | 9,524 | $577.0K | 0.02% | +2,710+39.8% | Added |
| Alpha Cubed Investments, LLC | 9,467 | $573.0K | 0.04% | −380−3.9% | Reduced |
| Benin Management CORP | 9,462 | $573.0K | 0.18% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9,463 | $573.0K | 0.31% | +738+8.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,417 | $570.0K | 0.22% | −101−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,387 | $568.0K | 0.01% | +732+8.5% | Added |
| LVZ Advisors, Inc. | 9,392 | $568.0K | 0.08% | +27+0.3% | Added |
| Bartlett & Co. LLC | 9,387 | $568.0K | 0.01% | +732+8.5% | Added |
| Global Retirement Partners, LLC | 9,345 | $565.0K | 0.06% | +1,144+13.9% | Added |
| Alaethes Wealth LLC | 9,305 | $563.0K | 0.43% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 9,291 | $562.0K | 0.05% | +3,422+58.3% | Added |
| Symmetry Partners, LLC | 9,273 | $561.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 9,261 | $560.0K | 0.02% | −10,025−52.0% | Reduced |
| Bridges Investment Management Inc | 9,150 | $554.0K | 0.02% | −150−1.6% | Reduced |
| ACG Wealth | 9,091 | $550.0K | 0.07% | −1,845−16.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,076 | $549.0K | 0.31% | −132−1.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $548.0K | 0.26% | 00.0% | Unchanged |
| MEMBERS Trust Co | 9,043 | $547.0K | 0.02% | −260−2.8% | Reduced |
| Grimes & Company, Inc. | 9,023 | $546.0K | 0.02% | −100−1.1% | Reduced |
| Montecito Bank & Trust | 9,026 | $546.0K | 0.10% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 9,000 | $545.0K | 0.02% | 00.0% | Unchanged |
| Constitution Capital LLC | 8,994 | $544.0K | 0.33% | +429+5.0% | Added |
| First National Corp | 10,455 | $542.0K | 0.19% | −635−5.7% | Reduced |
| Linscomb & Williams, Inc. | 8,956 | $542.0K | 0.03% | +5+0.1% | Added |
| LCNB Corp | 8,918 | $540.0K | 0.27% | −60−0.7% | Reduced |
| TrueWealth Advisors, LLC | 8,930 | $540.0K | 0.32% | +884+11.0% | Added |
| Edge Capital Group, LLC | 8,907 | $539.0K | 0.04% | −861−8.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,904 | $539.0K | 0.41% | +212+2.4% | Added |
| United Capital Management of KS, Inc. | 8,894 | $538.0K | 0.22% | +256+3.0% | Added |
| Wealthcare Advisory Partners LLC | 8,873 | $537.0K | 0.04% | −5,121−36.6% | Reduced |
| J. W. Coons Advisors, LLC | 8,825 | $535.0K | 0.19% | +20.0% | Added |
| Girard Partners Ltd. | 8,838 | $534.0K | 0.07% | −2,149−19.6% | Reduced |
| GoalVest Advisory LLC | 8,805 | $533.0K | 0.33% | −2,201−20.0% | Reduced |
| Caption Management, LLC | 8,800 | $532.0K | 0.05% | +8,800 | New |
| Cresset Asset Management, LLC | 8,767 | $531.0K | 0.01% | −655−7.0% | Reduced |
| Gilbert & Cook, Inc. | 8,705 | $527.0K | 0.09% | +182+2.1% | Added |
| Claraphi Advisory Network, LLC | 8,685 | $526.0K | 0.16% | −104−1.2% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $526.0K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 8,651 | $523.0K | 0.24% | +193+2.3% | Added |
| Firethorn Wealth Partners, LLC | 8,627 | $522.0K | 0.44% | +34+0.4% | Added |
| Virtue Capital Management, LLC | 8,603 | $521.0K | 0.10% | −1,731−16.8% | Reduced |
| Moseley Investment Management Inc | 8,588 | $520.0K | 0.26% | +2,055+31.5% | Added |