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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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q3 2021 vs. Q2 2021

How the institutions holding Southern Co changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of SO: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1,508251,492+9
Shares632.8M6.17M631.5M+4.93M (+0.8%)
Value$38.3B$373.7M$39.1B+$1.22B (+3.2%)

25 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (95)

Institutions that held Southern Co at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to SO in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA4,754,996$294.7M0.33%
Coann Capital LLC128,520$7.96M7.68%
Chartwell Investment Partners, LLC128,319$7.95M0.25%
U.S. Capital Wealth Advisors, LLC126,362$7.83M0.34%
HITE Hedge Asset Management LLC125,000$7.75M0.98%
Natixis123,305$7.64M0.03%
Polaris Wealth Advisory Group, LLC108,331$6.79M0.41%
Bokf, NA75,729$4.69M0.08%
Russell Clark Investment Management Ltd46,500$2.88M2.87%
Essex LLC33,072$2.05M0.57%
BlueCrest Capital Management Ltd31,203$1.93M0.10%
Mission Wealth Management, LP27,286$1.69M0.09%
Group One Trading, L.P.26,744$1.66M0.04%
American Assets Investment Management, LLC25,000$1.55M0.19%
Gsa Capital Partners LLP22,675$1.41M0.14%
Occudo Quantitative Strategies LP20,332$1.26M0.15%
Kessler Investment Group, LLC19,925$1.24M0.88%
AllGen Financial Advisors, Inc.42,158$1.07M0.87%
Elevated Capital Advisors, LLC16,276$1.01M0.35%
ARS Wealth Advisors Group, LLC15,239$944.0K0.17%
B. Riley Wealth Management, Inc.13,569$841.0K0.06%
Peak Planning Group, LLC12,162$753.7K0.65%
Nomura Holdings Inc12,122$749.0K0.01%
Marino, Stram & Associates LLC11,983$743.0K0.26%
Fort Washington Investment Advisors Inc8,999$558.0K0.00%
Trexquant Investment LP8,466$525.0K0.04%
Fundamentun, LLC8,326$516.0K0.09%
Groesbeck Investment Management Corp8,100$502.0K0.58%
McLean Asset Management Corp7,718$488.0K0.19%
Ropes Wealth Advisors LLC7,500$465.0K0.07%
Toews Corp6,600$409.0K0.05%
Signet Financial Management, LLC5,896$365.0K0.06%
Golden State Equity Partners5,551$344.0K0.14%
First Citizens Bank & Trust Co5,452$338.0K0.02%
AlphaStar Capital Management, LLC4,954$318.0K0.02%
Shulman DeMeo Asset Management LLC5,071$314.0K0.27%
XML Financial, LLC5,028$312.0K0.04%
King Luther Capital Management Corp4,751$294.0K0.00%
Tranquility Partners, LLC4,618$286.0K0.15%
Angeles Investment Advisors, LLC4,590$284.0K0.02%
JB Capital LLC4,519$280.0K0.04%
Altus Wealth Management, LLC4,377$271.0K0.17%
Minot Wealth Management LLC4,351$270.0K0.06%
Shorepoint Capital Partners LLC4,275$265.0K0.12%
Eads & Heald Wealth Management4,170$258.0K0.12%
NovaPoint Capital, LLC4,125$256.0K0.10%
Avidian Wealth Solutions, LLC4,080$253.0K0.02%
Cooper Financial Group4,082$253.0K0.05%
Live Oak Private Wealth LLC4,090$253.0K0.05%
Balentine LLC4,022$249.0K0.01%
AXS Investments LLC3,954$245.0K0.09%
Wiley Bros.-Aintree Capital, LLC3,843$238.0K0.15%
Southland Equity Partners LLC3,755$232.7K0.11%
Fox Run Management, L.L.C.3,728$231.0K0.15%
Brightworth3,652$226.0K0.02%
DT Investment Partners, LLC3,610$224.0K0.03%
Pallas Capital Advisors LLC3,545$222.0K0.02%
Childress Capital Advisors, LLC3,581$221.0K0.09%
Octavia Wealth Advisors, LLC3,438$212.0K0.05%
Milestone Advisory Partners3,408$211.0K0.12%
Capstone Financial Advisors, Inc.3,384$210.0K0.02%
OmniStar Financial Group, Inc.3,373$209.0K0.25%
USAdvisors Wealth Management, LLC3,351$208.0K0.09%
WealthTrust Asset Management, LLC3,328$206.0K0.18%
Bluestein R H & Co3,300$205.0K0.01%
Strategic Capital Advisers, Inc.3,300$205.0K0.16%
Elwood & Goetz Wealth Advisory Group, LLC3,303$205.0K0.07%
BOK Financial Private Wealth, Inc.3,296$204.0K0.02%
Pitcairn Co3,272$203.0K0.01%
Wealth Management Associates, Inc.3,250$201.4K0.12%
MidWestOne Financial Group, Inc.3,250$201.0K0.05%
CRA Financial Services, LLC3,237$201.0K0.07%
Tompkins Financial Corp2,230$138.0K0.03%
Blueprint Investment Partners LLC1,885$117.0K0.06%
Gerber Kawasaki Wealth & Investment Management1,469$91.0K0.01%
Guidance Point Advisors, LLC1,475$91.0K0.03%
Neo Ivy Capital Management1,351$70.0K0.08%
Kowal Investment Group, LLC1,118$69.0K0.02%
Herold Advisors, Inc.1,100$68.0K0.03%
Benjamin Edwards Inc1,071$66.0K0.04%
Antonetti Capital Management LLC760$47.0K0.04%
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.720$45.0K0.04%
Total Clarity Wealth Management, Inc.730$45.0K0.02%
Strategic Asset Management, LLC300$19.0K0.03%
Bellwether Advisors, LLC306$18.0K0.01%
Vigilant Capital Management, LLC257$16.0K0.00%
Meridian Wealth Partners, LLC249$15.0K0.00%
Emfo, LLC200$12.0K0.01%
Ci Investments Inc.130$8.00K0.00%
Smith Group Asset Management, LLC128$8.00K0.00%
Bell Investment Advisors, Inc87$5.00K0.00%
Clear Perspectives Financial Planning, LLC60$4.00K0.00%
Certified Advisory Corp42$3.00K0.00%
PFG Private Wealth Management, LLC42$3.00K0.00%
Filbrandt Wealth Management, LLC31$2.00K0.00%

Sold out (86)

Institutions that held Southern Co at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of SO in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Royal London Asset Management Ltd371,714$22.5M
Two Sigma Advisers, LP250,900$15.2M
Adams Diversified Equity Fund, Inc.241,000$14.6M
Jupiter Asset Management Ltd93,481$5.66M
Cornerstone Advisors, LLC90,000$5.45M
Magnetar Financial LLC63,029$3.81M
Aigen Investment Management, LP55,910$3.38M
Quadrature Capital Ltd41,106$2.49M
Paloma Partners Management Co39,073$2.36M
Quantitative Investment Management, LLC26,267$1.59M
Bayesian Capital Management, LP23,571$1.43M
BP PLC23,272$1.41M
Claybrook Capital, LLC22,333$1.35M
Verition Fund Management LLC21,649$1.31M
Redwood Investment Management, LLC20,087$1.22M
Bridgefront Capital, LLC20,037$1.21M
Stevens Capital Management LP18,951$1.15M
Convergence Investment Partners, LLC18,526$1.12M
Echo Street Capital Management LLC17,873$1.08M
Campbell & CO Investment Adviser LLC17,450$1.06M
Prelude Capital Management, LLC15,591$943.0K
Hexavest Inc.11,999$726.0K
New World Advisors LLC12,004$726.0K
Prudential PLC10,681$646.0K
Weld Capital Management LLC10,609$642.0K
Prime Capital Investment Advisors, LLC10,341$626.0K
SG3 Management, LLC10,000$605.0K
Oxler Private Wealth LLC10,000$605.0K
Wintrust Investments LLC9,975$604.0K
J. W. Coons Advisors, LLC8,825$535.0K
Caption Management, LLC8,800$532.0K
TBH Global Asset Management, LLC8,455$512.0K
Advisor Resource Council8,221$497.0K
Livingston Group Asset Management CO (operating as Southport Capital Management)7,361$445.0K
Moneta Group Investment Advisors LLC6,528$395.0K
Northstar Advisory Group, LLC6,535$395.0K
Goodman Financial Corp6,499$393.0K
Centiva Capital, LP6,239$378.0K
Navellier & Associates Inc5,783$350.0K
Infrastructure Capital Advisors, LLC5,001$303.0K
Wiser Wealth Management, Inc4,970$301.0K
Coldstream Capital Management Inc4,899$296.0K
First Heartland Consultants, Inc.4,780$289.0K
Asset Allocation & Management Company, LLC4,700$284.0K
Capital Wealth Planning, LLC4,693$284.0K
DRW Securities, LLC4,610$279.0K
Truadvice, LLC4,284$276.0K
Colonial River Wealth Management, LLC4,564$276.0K
LSV Asset Management4,500$272.0K
Radnor Capital Management, LLC4,465$270.0K
Jump Financial, LLC4,344$263.0K
Capula Management Ltd4,332$262.0K
Oppenheimer Asset Management Inc.4,276$258.0K
Koss-Olinger Consulting, LLC4,130$256.0K
Columbia Trust Co 010120164,192$254.0K
Ramsey Quantitative Systems4,090$248.0K
Hourglass Capital, LLC3,900$236.0K
Ategra Capital Management, LLC3,900$236.0K
Absher Wealth Management, LLC3,868$234.0K
Hobart Private Capital, LLC3,775$228.4K
Dark Forest Capital Management LP3,710$224.0K
Essex Private Wealth Management, LLC3,536$214.0K
Two Sigma Securities, LLC3,510$212.0K
Isthmus Partners, LLC3,390$205.0K
PRW Wealth Management LLC3,319$201.0K
Brendel Financial Advisors LLC3,100$188.0K
PGGM Investments2,830$171.0K
Godsey & Gibb Associates2,740$166.0K
WealthShield Partners, LLC2,379$144.0K
Wealthstreet Investment Advisors, LLC1,951$118.0K
Personal Wealth Partners1,071$65.0K
Ford Financial Group, LLC1,000$60.0K
Parisi Gray Wealth Management914$55.0K
Perennial Advisors, LLC680$41.0K
Flagship Private Wealth, LLC522$32.3K
Lion Street Advisors, LLC525$31.8K
Alpha Paradigm Partners, LLC360$22.0K
First Personal Financial Services320$19.0K
Savior LLC159$10.0K
Eubel Brady & Suttman Asset Management Inc100$6.00K
Capital Directions Investment Advisors, LLC100$6.00K
KB Financial Partners, LLC102$6.00K
Howe & Rusling Inc47$3.00K
Standard Family Office LLC51$3.00K
Arlington Partners LLC37$2.00K
Harel Insurance Investments & Financial Services Ltd.2,348–

Not filed for Q3 2021 yet (25)

Institutions that held Southern Co at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.