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Livermore
Livermore
ZHEN

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 6 sales; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q3 2021

Institutional positions in Southern Co as of Sep 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
1,492
+9 vs. Q2 2021
Shares held
631.5M
+4.93M (+0.8%) vs. Q2 2021
Total value
$39.1B
+$1.22B (+3.2%) vs. Q2 2021
New holders
95
602 more added
Sold out
86
520 more reduced

25 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,492 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ3 2021: $39.1B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2021.

Institutions holding SO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cypress Point Wealth Management, LLC7$00.00%−343−98.0%Reduced
HBC Financial Services, PLLC7$00.00%00.0%Unchanged
Wolff Wiese Magana LLC17$1.00K0.00%−27−61.4%Reduced
Raffa Wealth Management, LLC19$1.18K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC31$2.00K0.00%+31New
Hudock, Inc.56$3.00K0.00%+1+1.8%Added
Key Financial Inc43$3.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC50$3.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC47$3.00K0.00%00.0%Unchanged
Certified Advisory Corp42$3.00K0.00%+42New
PFG Private Wealth Management, LLC42$3.00K0.00%+42New
Bay Harbor Wealth Management, LLC71$4.00K0.00%−314−81.6%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC76$4.00K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC60$4.00K0.00%+60New
C M Bidwell & Associates Ltd77$5.00K0.00%00.0%Unchanged
Better Money Decisions, LLC73$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc87$5.00K0.00%+87New
Lee Financial Co100$6.00K0.00%−225−69.2%Reduced
Winch Advisory Services, LLC99$6.00K0.00%+1+1.0%Added
Atlas Private Wealth Advisors100$6.00K0.00%00.0%Unchanged
Barrett Asset Management, LLC90$6.00K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC113$7.00K0.00%−523−82.2%Reduced
Tower View Investment Management & Research LLC130$8.00K0.00%+1+0.8%Added
Addison Advisors LLC133$8.00K0.01%00.0%Unchanged
Ci Investments Inc.130$8.00K0.00%+130New
Smith Group Asset Management, LLC128$8.00K0.00%+128New
CBIZ Investment Advisory Services, LLC–$9.00K0.00%––
Westside Investment Management, Inc.157$9.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC143$9.00K0.00%00.0%Unchanged
Stephenson National Bank & Trust140$9.00K0.01%00.0%Unchanged
Bourgeon Capital Management LLC175$11.0K0.00%00.0%Unchanged
CNB Bank174$11.0K0.01%00.0%Unchanged
WD Rutherford LLC173$11.0K0.01%00.0%Unchanged
Spectrum Management Group, LLC200$12.0K0.00%00.0%Unchanged
Riverview Trust Co194$12.0K0.01%00.0%Unchanged
Cordasco Financial Network200$12.0K0.01%00.0%Unchanged
Atlantic Trust, LLC191$12.0K0.01%00.0%Unchanged
Resolute Partners Group200$12.0K0.00%00.0%Unchanged
TSFG, LLC200$12.0K0.00%00.0%Unchanged
Hoese & Co LLP200$12.0K0.01%00.0%Unchanged
Emfo, LLC200$12.0K0.01%+200New
Kelly Financial Services LLC210$13.0K0.01%−12,383−98.3%Reduced
Cribstone Capital Management, LLC225$14.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC220$14.0K0.01%00.0%Unchanged
TD Capital Management LLC246$15.0K0.00%00.0%Unchanged
Clean Yield Group250$15.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.250$15.0K0.00%00.0%Unchanged
Walled Lake Planning & Wealth Management, LLC240$15.0K0.01%00.0%Unchanged
Phoenix Wealth Advisors250$15.0K0.01%00.0%Unchanged
Meridian Wealth Partners, LLC249$15.0K0.00%+249New
Financial Perspectives, Inc256$15.9K0.01%00.0%Unchanged
RPG Investment Advisory, LLC260$16.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC266$16.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC257$16.0K0.00%+257New
Tucker Asset Management LLC270$16.8K0.01%00.0%Unchanged
NuWave Investment Management, LLC276$17.0K0.02%−4,823−94.6%Reduced
Corbenic Partners LLC272$17.0K0.00%−146−34.9%Reduced
Edge Wealth Management LLC295$18.0K0.00%+5+1.7%Added
Bellwether Advisors, LLC306$18.0K0.01%+306New
Laurel Wealth Planning LLC301$19.0K0.02%00.0%Unchanged
Strategic Asset Management, LLC300$19.0K0.03%+300New
Sageworth Trust Co325$20.0K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc320$20.0K0.00%00.0%Unchanged
Sofos Investments, Inc.318$20.0K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.359$22.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.386$24.0K0.01%+24+6.6%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA392$24.3K0.03%00.0%Unchanged
Atlas Capital Advisors LLC397$24.6K0.00%−87−18.0%Reduced
Johnson Financial Group, Inc.409$25.0K0.00%−500−55.0%Reduced
Sound Income Strategies, LLC436$27.0K0.00%−55−11.2%Reduced
IMA Wealth, Inc.431$27.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC450$28.0K0.00%−500−52.6%Reduced
Valley National Advisers Inc447$28.0K0.01%00.0%Unchanged
Atwood & Palmer Inc450$28.0K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC465$29.0K0.01%+68+17.1%Added
D'Orazio & Associates, Inc.500$31.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC502$31.0K0.02%00.0%Unchanged
Endurance Wealth Management, Inc.534$33.0K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC537$33.0K0.02%00.0%Unchanged
AllSquare Wealth Management LLC550$34.0K0.02%−200−26.7%Reduced
Farmers & Merchants Trust Co of Chambersburg PA552$34.0K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec580$35.9K0.00%−51−8.1%Reduced
Stuart Chaussee & Associates, Inc.588$36.0K0.06%00.0%Unchanged
Penserra Capital Management LLC582$36.0K0.00%+122+26.5%Added
Webster Bank, N. A.596$37.0K0.00%00.0%Unchanged
Cascade Investment Advisors, Inc.600$37.2K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC613$38.0K0.01%00.0%Unchanged
IAG Wealth Partners, LLC607$38.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.624$38.0K0.01%+76+13.9%Added
Sterling Financial Planning, Inc.626$39.0K0.02%00.0%Unchanged
Piscataqua Savings Bank640$40.0K0.03%00.0%Unchanged
Versant Capital Management, Inc660$41.0K0.01%−168−20.3%Reduced
Simon Quick Advisors, LLC691$42.0K0.01%−1,271−64.8%Reduced
Logan Capital Management Inc700$43.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC690$43.0K0.01%00.0%Unchanged
Founders Capital Management700$43.0K0.03%00.0%Unchanged
Global Trust Asset Management, LLC708$44.0K0.02%−200−22.0%Reduced
JNBA Financial Advisors718$44.0K0.01%00.0%Unchanged
HighMark Wealth Management LLC718$44.0K0.03%00.0%Unchanged
Canton Hathaway, LLC705$44.0K0.01%+205+41.0%Added