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; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 19,647 | $1.22M | 0.17% | −861−4.2% | Reduced |
| Savant Capital, LLC | 19,770 | $1.23M | 0.04% | +4,232+27.2% | Added |
| Kingsview Wealth Management, LLC | 19,812 | $1.23M | 0.06% | +2,122+12.0% | Added |
| Patten & Patten Inc | 19,838 | $1.23M | 0.09% | +3,250+19.6% | Added |
| Kessler Investment Group, LLC | 19,925 | $1.24M | 0.88% | +19,925 | New |
| Canal Insurance CO | 20,000 | $1.24M | 0.42% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 20,045 | $1.24M | 0.08% | −308−1.5% | Reduced |
| Winton Group Ltd | 20,066 | $1.24M | 0.07% | +4,193+26.4% | Added |
| Farmers & Merchants Investments Inc | 20,130 | $1.25M | 0.05% | −5,290−20.8% | Reduced |
| Kempen Capital Management N.V. | 20,168 | $1.25M | 0.04% | +7,478+58.9% | Added |
| Grove Bank & Trust | 20,232 | $1.25M | 0.26% | +54+0.3% | Added |
| Community Bank, N.A. | 20,252 | $1.25M | 0.15% | +140+0.7% | Added |
| FourThought Financial, LLC | 20,344 | $1.26M | 0.17% | −960−4.5% | Reduced |
| Regal Investment Advisors LLC | 20,330 | $1.26M | 0.12% | +3,419+20.2% | Added |
| Occudo Quantitative Strategies LP | 20,332 | $1.26M | 0.15% | +20,332 | New |
| Regent Peak Wealth Advisors LLC | 20,392 | $1.26M | 0.36% | +32+0.2% | Added |
| Waratah Capital Advisors Ltd. | 20,822 | $1.29M | 0.07% | +2,390+13.0% | Added |
| Thrive Capital Management, LLC | 20,817 | $1.29M | 0.95% | +3,004+16.9% | Added |
| Mainstay Capital Management LLC | 20,844 | $1.29M | 0.74% | −3,863−15.6% | Reduced |
| Arkadios Wealth Advisors | 20,963 | $1.30M | 0.19% | +7,949+61.1% | Added |
| NorthRock Partners, LLC | 21,055 | $1.30M | 0.11% | −943−4.3% | Reduced |
| Snowden Capital Advisors LLC | 21,252 | $1.32M | 0.07% | +88+0.4% | Added |
| Northwest Bancshares, Inc. | 21,290 | $1.32M | 0.30% | −306−1.4% | Reduced |
| Capital Square, LLC | 21,361 | $1.32M | 0.93% | +1,147+5.7% | Added |
| Forte Capital LLC | 21,404 | $1.33M | 0.18% | −733−3.3% | Reduced |
| Excalibur Management Corp | 21,439 | $1.33M | 0.58% | −400−1.8% | Reduced |
| Southeast Asset Advisors Inc. | 21,582 | $1.34M | 0.22% | −411−1.9% | Reduced |
| SevenBridge Financial Group, LLC | 21,636 | $1.34M | 0.45% | −697−3.1% | Reduced |
| First Midwest Bank Trust Division | 21,658 | $1.34M | 0.19% | −1,541−6.6% | Reduced |
| CapWealth Advisors, LLC | 21,803 | $1.35M | 0.15% | +200+0.9% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.35M | 0.06% | +12,800+142.2% | Added |
| Donaldson Capital Management, LLC | 21,819 | $1.35M | 0.07% | −5,840−21.1% | Reduced |
| Holderness Investments Co | 21,949 | $1.36M | 0.45% | −3,254−12.9% | Reduced |
| Smith, Moore & Co. | 22,098 | $1.37M | 0.21% | +24+0.1% | Added |
| Old North State Trust, LLC | 22,526 | $1.40M | 1.24% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 22,605 | $1.40M | 0.63% | −381−1.7% | Reduced |
| ZWJ Investment Counsel Inc | 22,609 | $1.40M | 0.08% | +4,780+26.8% | Added |
| Gsa Capital Partners LLP | 22,675 | $1.41M | 0.14% | +22,675 | New |
| Parsons Capital Management Inc | 22,767 | $1.41M | 0.11% | −1,001−4.2% | Reduced |
| Sandy Spring Bank | 22,852 | $1.42M | 0.07% | +70.0% | Added |
| Mogy Joel R Investment Counsel Inc | 22,967 | $1.42M | 0.12% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 23,061 | $1.42M | 0.91% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 23,140 | $1.43M | 0.19% | −138−0.6% | Reduced |
| Madden Securities Corp | 23,446 | $1.45M | 0.79% | −20−0.1% | Reduced |
| Consolidated Planning Corp | 23,456 | $1.45M | 0.94% | +209+0.9% | Added |
| Selective Wealth Management, Inc. | 23,573 | $1.46M | 0.77% | −9,660−29.1% | Reduced |
| Community Bank of Raymore | 23,730 | $1.47M | 0.44% | 00.0% | Unchanged |
| Burns J W & Co Inc | 23,772 | $1.47M | 0.23% | −683−2.8% | Reduced |
| Ontario Teachers Pension Plan Board | 23,788 | $1.47M | 0.01% | +227+1.0% | Added |
| Cullinan Associates Inc | 23,820 | $1.48M | 0.08% | +2,800+13.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,874 | $1.48M | 0.08% | +2,977+14.2% | Added |
| Bard Financial Services, Inc. | 23,960 | $1.49M | 0.13% | 00.0% | Unchanged |
| Stolper Co | 23,982 | $1.49M | 0.71% | +569+2.4% | Added |
| Dynamic Advisor Solutions LLC | 24,118 | $1.50M | 0.11% | +1,807+8.1% | Added |
| Banque Cantonale Vaudoise | 24,483 | $1.52M | 0.07% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 24,878 | $1.54M | 0.39% | +129+0.5% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.55M | 0.19% | +25,000 | New |
| Loomis Sayles & Co L P | 25,294 | $1.57M | 0.00% | +24,995+8,359.5% | Added |
| Rational Advisors LLC | 25,408 | $1.57M | 0.12% | +1,311+5.4% | Added |
| Greenwood Gearhart Inc | 25,690 | $1.59M | 0.25% | −1,631−6.0% | Reduced |
| Brown Brothers Harriman & Co | 25,838 | $1.60M | 0.01% | +3,216+14.2% | Added |
| Crawford Investment Counsel Inc | 25,935 | $1.61M | 0.03% | +1,180+4.8% | Added |
| McKinley Carter Wealth Services, Inc. | 25,979 | $1.61M | 0.13% | +1,077+4.3% | Added |
| Viking Fund Management LLC | 26,000 | $1.61M | 0.47% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 26,100 | $1.62M | 0.22% | −450−1.7% | Reduced |
| Peoples Financial Services Corp. | 26,082 | $1.62M | 0.68% | −103−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 26,139 | $1.62M | 0.12% | +59+0.2% | Added |
| Bennicas & Associates, Inc. | 26,166 | $1.62M | 0.91% | 00.0% | Unchanged |
| Wedbush Securities Inc | 26,222 | $1.63M | 0.08% | +240+0.9% | Added |
| TFG Advisers LLC | 26,261 | $1.63M | 0.79% | −336−1.3% | Reduced |
| JustInvest LLC | 26,355 | $1.63M | 0.15% | +3,310+14.4% | Added |
| Citizens National Bank Trust Department | 26,364 | $1.63M | 0.46% | −175−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,378 | $1.64M | 0.30% | +13,300+101.7% | Added |
| Los Angeles Capital Management LLC | 26,731 | $1.66M | 0.01% | −17,091−39.0% | Reduced |
| Group One Trading, L.P. | 26,744 | $1.66M | 0.04% | +26,744 | New |
| Kavar Capital Partners Group, LLC | 26,901 | $1.67M | 0.38% | −800−2.9% | Reduced |
| Mission Wealth Management, LP | 27,286 | $1.69M | 0.09% | +27,286 | New |
| Dean Investment Associates, LLC | 27,611 | $1.71M | 0.32% | +414+1.5% | Added |
| Carroll Financial Associates, Inc. | 27,711 | $1.72M | 0.10% | +172+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 27,786 | $1.72M | 0.04% | −202−0.7% | Reduced |
| NTV Asset Management LLC | 27,872 | $1.73M | 0.30% | +1,217+4.6% | Added |
| Bailard, Inc. | 27,882 | $1.73M | 0.06% | +420+1.5% | Added |
| Trustco Bank Corp N Y | 27,895 | $1.73M | 1.61% | +50+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,966 | $1.73M | 0.18% | +413+1.5% | Added |
| Jacobi Capital Management LLC | 28,037 | $1.74M | 0.22% | +2,540+10.0% | Added |
| Coastal Bridge Advisors, LLC | 28,221 | $1.75M | 0.40% | +122+0.4% | Added |
| Waters Parkerson & Co., LLC | 28,368 | $1.76M | 0.10% | −325−1.1% | Reduced |
| NBT Bank N A | 28,428 | $1.76M | 0.24% | −145−0.5% | Reduced |
| Johnson Investment Counsel Inc | 28,491 | $1.77M | 0.02% | +1,849+6.9% | Added |
| Bank of Hawaii | 28,536 | $1.77M | 0.10% | −6,066−17.5% | Reduced |
| Brown Advisory Inc | 28,596 | $1.77M | 0.00% | +574+2.0% | Added |
| Centaurus Financial, Inc. | 28,723 | $1.78M | 0.15% | −1,514−5.0% | Reduced |
| Sumitomo Life Insurance Co | 29,107 | $1.80M | 0.05% | −1,226−4.0% | Reduced |
| Busey Wealth Management | 29,251 | $1.81M | 0.07% | +17,958+159.0% | Added |
| First City Capital Management, Inc. | 29,327 | $1.82M | 1.02% | 00.0% | Unchanged |
| Summit Global Investments | 29,407 | $1.82M | 0.14% | +20,993+249.5% | Added |
| Leelyn Smith, LLC | 29,428 | $1.82M | 0.53% | +257+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 29,578 | $1.83M | 0.16% | +17+0.1% | Added |
| Derbend Asset Management | 29,589 | $1.83M | 1.72% | +3,055+11.5% | Added |
| Diversified Portfolios, Inc. | 29,651 | $1.84M | 0.51% | −2,896−8.9% | Reduced |