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 |
|---|---|---|---|---|---|
| Robbins Farley LLC | 29,755 | $1.84M | 1.36% | −51−0.2% | Reduced |
| IBM Retirement Fund | 29,810 | $1.85M | 0.14% | +52+0.2% | Added |
| Nepsis, Inc. | 30,009 | $1.86M | 0.59% | +1,864+6.6% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $1.87M | 0.08% | 00.0% | Unchanged |
| StoneX Group Inc. | 30,478 | $1.89M | 0.27% | −1,063−3.4% | Reduced |
| World Asset Management Inc | 30,549 | $1.89M | 0.19% | −1,364−4.3% | Reduced |
| National Asset Management, Inc. | 30,545 | $1.89M | 0.06% | +4,073+15.4% | Added |
| Green Square Capital Advisors LLC | 30,874 | $1.91M | 0.43% | +3,435+12.5% | Added |
| Sowell Financial Services LLC | 30,970 | $1.92M | 0.13% | −925−2.9% | Reduced |
| Soltis Investment Advisors LLC | 31,002 | $1.92M | 0.30% | +1,927+6.6% | Added |
| Peapack Gladstone Financial Corp | 31,129 | $1.93M | 0.04% | +2,269+7.9% | Added |
| BlueCrest Capital Management Ltd | 31,203 | $1.93M | 0.10% | +31,203 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,224 | $1.94M | 0.01% | −1,153−3.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,631 | $1.96M | 0.19% | −2,981−8.6% | Reduced |
| Everence Capital Management Inc | 31,681 | $1.96M | 0.16% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 31,900 | $1.98M | 0.03% | −16,300−33.8% | Reduced |
| Geneos Wealth Management Inc. | 32,078 | $1.98M | 0.08% | +1,575+5.2% | Added |
| Veritable, L.P. | 32,214 | $2.00M | 0.03% | −4,760−12.9% | Reduced |
| Azimuth Capital Management LLC | 32,325 | $2.00M | 0.09% | −1,730−5.1% | Reduced |
| Cigna Investments Inc | 32,363 | $2.00M | 0.15% | −566−1.7% | Reduced |
| GSB Wealth Management, LLC | 32,380 | $2.01M | 1.03% | −580−1.8% | Reduced |
| Wills Financial Group, Inc. | 32,785 | $2.03M | 0.91% | −7,155−17.9% | Reduced |
| Oakworth Capital, Inc. | 32,978 | $2.04M | 0.20% | −3,577−9.8% | Reduced |
| Day & Ennis, LLC | 33,059 | $2.05M | 0.71% | +1,147+3.6% | Added |
| Essex LLC | 33,072 | $2.05M | 0.57% | +33,072 | New |
| GWM Advisors LLC | 33,247 | $2.06M | 0.05% | +2,428+7.9% | Added |
| Brooks, Moore & Associates, Inc. | 33,413 | $2.07M | 1.36% | −67−0.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,442 | $2.07M | 0.36% | −225−0.7% | Reduced |
| Essex Financial Services, Inc. | 33,440 | $2.07M | 0.24% | +4,646+16.1% | Added |
| Warren Averett Asset Management, LLC | 33,023 | $2.08M | 0.18% | −70−0.2% | Reduced |
| Harbor Financial Services, LLC | 33,617 | $2.08M | 0.91% | −245−0.7% | Reduced |
| Mechanics Bank Trust Department | 33,922 | $2.10M | 0.34% | −150−0.4% | Reduced |
| Proequities, Inc. | 34,066 | $2.11M | 0.13% | −2,474−6.8% | Reduced |
| Farmers National Bank | 34,374 | $2.11M | 0.84% | −1,239−3.5% | Reduced |
| Woodmont Investment Counsel LLC | 34,194 | $2.12M | 0.31% | +45+0.1% | Added |
| HighPoint Advisor Group LLC | 34,216 | $2.12M | 0.21% | −945−2.7% | Reduced |
| South State Corp. | 34,234 | $2.12M | 0.18% | −130−0.4% | Reduced |
| Regentatlantic Capital LLC | 34,417 | $2.13M | 0.06% | +2,672+8.4% | Added |
| Financial Partners Capital Management LLC | 34,481 | $2.14M | 0.39% | +4,361+14.5% | Added |
| Hengehold Capital Management LLC | 34,763 | $2.15M | 0.28% | +2,428+7.5% | Added |
| HNP Capital LLC | 35,001 | $2.17M | 0.54% | +1,140+3.4% | Added |
| Level Four Advisory Services, LLC | 35,139 | $2.18M | 0.23% | +84+0.2% | Added |
| Hayek Kallen Investment Management | 35,218 | $2.18M | 1.00% | −330−0.9% | Reduced |
| Clarkston Capital Partners, LLC | 35,620 | $2.21M | 0.04% | 00.0% | Unchanged |
| Rothschild Investment Corp | 35,847 | $2.22M | 0.19% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 35,868 | $2.22M | 0.51% | +2,332+7.0% | Added |
| MD Financial Management Inc. | 35,897 | $2.23M | 0.06% | +2,537+7.6% | Added |
| Tower Research Capital LLC (TRC) | 35,928 | $2.23M | 0.06% | +13,733+61.9% | Added |
| Family Legacy, Inc. | 35,655 | $2.23M | 1.00% | −93−0.3% | Reduced |
| Seeyond | 36,098 | $2.24M | 0.22% | −5,992−14.2% | Reduced |
| Pinnacle Associates Ltd | 36,240 | $2.25M | 0.04% | +87+0.2% | Added |
| Vectors Research Management, LLC | 36,297 | $2.25M | 0.53% | +2,436+7.2% | Added |
| United Bank | 36,303 | $2.25M | 1.43% | +9,908+37.5% | Added |
| Argent Trust Co | 36,451 | $2.26M | 0.15% | −2,751−7.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 36,521 | $2.26M | 0.44% | −1,039−2.8% | Reduced |
| Ziegler Capital Management, LLC | 36,905 | $2.29M | 0.08% | −8,432−18.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 37,019 | $2.29M | 0.44% | +1,407+4.0% | Added |
| Lantz Financial LLC | 37,046 | $2.30M | 1.18% | +944+2.6% | Added |
| Hancock Whitney Corp | 37,220 | $2.31M | 0.08% | −80.0% | Reduced |
| Ellsworth Advisors, LLC | 37,266 | $2.31M | 1.05% | +10,362+38.5% | Added |
| Dearborn Partners LLC | 37,313 | $2.31M | 0.09% | +426+1.2% | Added |
| Capital Fund Management S.A. | 37,311 | $2.31M | 0.06% | −26,647−41.7% | Reduced |
| Rafferty Asset Management, LLC | 37,368 | $2.32M | 0.02% | +13,552+56.9% | Added |
| Argyle Capital Management Inc. | 37,859 | $2.35M | 0.78% | −200−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 37,972 | $2.35M | 0.04% | +3,618+10.5% | Added |
| Advisor Partners LLC | 38,029 | $2.36M | 0.16% | −1,035−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 38,094 | $2.36M | 0.01% | +3,361+9.7% | Added |
| Aptus Capital Advisors, LLC | 38,154 | $2.36M | 0.09% | +7,693+25.3% | Added |
| Main Street Financial Solutions, LLC | 38,427 | $2.38M | 0.37% | −1,621−4.0% | Reduced |
| Greatmark Investment Partners, Inc. | 38,503 | $2.39M | 0.45% | −1,922−4.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 39,669 | $2.46M | 1.42% | −1,117−2.7% | Reduced |
| Simmons Bank | 39,698 | $2.46M | 0.18% | +95+0.2% | Added |
| Foster Victor Wealth Advisors, LLC | 39,889 | $2.47M | 0.40% | +1,621+4.2% | Added |
| Lincoln National Corp | 39,944 | $2.48M | 0.05% | −2,279−5.4% | Reduced |
| Roosevelt Investment Group LLC | 39,944 | $2.48M | 0.15% | 00.0% | Unchanged |
| Jefferies Group LLC | 40,000 | $2.48M | 0.06% | −28−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 40,026 | $2.48M | 0.05% | −1,474−3.6% | Reduced |
| Sovereign Financial Group, Inc. | 40,164 | $2.49M | 1.43% | −1,168−2.8% | Reduced |
| Lakeview Capital Partners, LLC | 40,627 | $2.52M | 1.16% | +2,018+5.2% | Added |
| Brick & Kyle, Associates | 40,288 | $2.52M | 1.28% | +204+0.5% | Added |
| Signaturefd, LLC | 40,816 | $2.53M | 0.09% | +176+0.4% | Added |
| Jones Road Capital Management, L.P. | 41,050 | $2.54M | 1.74% | 00.0% | Unchanged |
| Alerus Financial NA | 41,353 | $2.56M | 0.23% | +1,474+3.7% | Added |
| Optimal Asset Management, Inc. | 41,535 | $2.57M | 0.32% | +170.0% | Added |
| Cornercap Investment Counsel Inc | 41,609 | $2.58M | 0.29% | −469−1.1% | Reduced |
| Csenge Advisory Group | 42,065 | $2.60M | 0.22% | +928+2.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 41,955 | $2.60M | 0.96% | +640+1.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 41,990 | $2.60M | 0.82% | +1,806+4.5% | Added |
| Assenagon Asset Management S.A. | 42,015 | $2.60M | 0.01% | +34,016+425.3% | Added |
| First Bank & Trust | 42,036 | $2.60M | 1.19% | +699+1.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 42,583 | $2.64M | 0.10% | −2,175−4.9% | Reduced |
| United Asset Strategies, Inc. | 42,628 | $2.64M | 0.34% | +1,402+3.4% | Added |
| Lido Advisors, LLC | 43,162 | $2.67M | 0.06% | +15,742+57.4% | Added |
| Caisse de Depot Et Placement du Quebec | 43,500 | $2.70M | 0.01% | +200+0.5% | Added |
| BBVA USA | 43,672 | $2.71M | 0.16% | −1,521−3.4% | Reduced |
| Doyle Wealth Management | 43,783 | $2.71M | 0.22% | +1,596+3.8% | Added |
| MTM Investment Management, LLC | 43,875 | $2.72M | 1.48% | +554+1.3% | Added |
| Armor Investment Advisors, LLC | 44,394 | $2.75M | 1.73% | +76+0.2% | Added |
| Hall Private Wealth Advisors | 44,761 | $2.77M | 1.77% | −12,824−22.3% | Reduced |
| Profund Advisors LLC | 44,813 | $2.78M | 0.09% | −865−1.9% | Reduced |