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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 44,977 | $2.79M | 0.49% | +457+1.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 45,033 | $2.79M | 1.54% | −419−0.9% | Reduced |
| WBI Investments | 45,609 | $2.83M | 0.47% | −676−1.5% | Reduced |
| Eudaimonia Partners, LLC | 45,903 | $2.85M | 0.51% | −595−1.3% | Reduced |
| Pathstone Family Office, LLC | 46,017 | $2.85M | 0.08% | −603−1.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 46,272 | $2.87M | 0.34% | −635−1.4% | Reduced |
| FAI Wealth Management | 46,433 | $2.88M | 2.50% | −303−0.6% | Reduced |
| All Terrain Financial Advisors, LLC | 46,514 | $2.88M | 1.33% | +131+0.3% | Added |
| Russell Clark Investment Management Ltd | 46,500 | $2.88M | 2.87% | +46,500 | New |
| Pettyjohn, Wood & White, Inc | 47,180 | $2.92M | 0.65% | −125−0.3% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 47,510 | $2.94M | 0.62% | −4,762−9.1% | Reduced |
| Palisade Asset Management, LLC | 47,799 | $2.96M | 0.36% | −60−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,700 | $2.96M | 0.00% | −2,762−5.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,091 | $2.98M | 0.06% | +170.0% | Added |
| Montag A & Associates Inc | 48,810 | $3.02M | 0.16% | −1,414−2.8% | Reduced |
| Canandaigua National Corp | 49,288 | $3.05M | 0.50% | +3,011+6.5% | Added |
| Tiaa, FSB | 49,648 | $3.08M | 0.01% | −898−1.8% | Reduced |
| Jane Street Group, LLC | 49,835 | $3.09M | 0.01% | −49,668−49.9% | Reduced |
| First National Trust Co | 49,958 | $3.10M | 0.18% | −621−1.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 50,996 | $3.16M | 0.83% | −243−0.5% | Reduced |
| Fulton Bank, N.A. | 51,062 | $3.16M | 0.15% | −970−1.9% | Reduced |
| Prospera Financial Services Inc | 51,770 | $3.21M | 0.16% | +27,884+116.7% | Added |
| NewSquare Capital LLC | 52,687 | $3.27M | 0.38% | +1,879+3.7% | Added |
| Zions Bancorporation, N.A. | 52,846 | $3.27M | 0.33% | +5,449+11.5% | Added |
| Xponance, Inc. | 53,509 | $3.32M | 0.06% | −5,039−8.6% | Reduced |
| Stratos Wealth Partners, LTD. | 53,685 | $3.33M | 0.08% | +775+1.5% | Added |
| Beacon Pointe Advisors, LLC | 54,230 | $3.36M | 0.08% | +31,871+142.5% | Added |
| Shelton Capital Management | 54,261 | $3.36M | 0.13% | +45,000+485.9% | Added |
| Goelzer Investment Management, Inc. | 54,536 | $3.38M | 0.30% | −1,190−2.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 54,714 | $3.39M | 0.28% | −3,221−5.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 54,746 | $3.39M | 0.17% | +1,665+3.1% | Added |
| Rench Wealth Management, Inc. | 54,783 | $3.40M | 1.69% | +967+1.8% | Added |
| City Holding Co | 55,298 | $3.43M | 0.59% | +30.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 55,446 | $3.44M | 0.24% | −478−0.9% | Reduced |
| Harbour Investments, Inc. | 55,467 | $3.44M | 0.11% | +68+0.1% | Added |
| Andra AP-fonden | 55,600 | $3.45M | 0.07% | +3,200+6.1% | Added |
| Avantax Advisory Services, Inc. | 56,862 | $3.52M | 0.06% | −771−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 57,156 | $3.54M | 0.00% | −206,973−78.4% | Reduced |
| Private Asset Management Inc | 57,396 | $3.56M | 0.48% | −3,370−5.5% | Reduced |
| Albion Financial Group | 58,556 | $3.63M | 0.32% | +447+0.8% | Added |
| Community Bank & Trust, Waco, Texas | 58,713 | $3.64M | 1.18% | +856+1.5% | Added |
| Baugh & Associates, LLC | 58,824 | $3.65M | 2.23% | −200.0% | Reduced |
| Visionary Wealth Advisors | 58,997 | $3.66M | 0.38% | +581+1.0% | Added |
| Assetmark, Inc | 59,093 | $3.66M | 0.02% | +57,689+4,108.9% | Added |
| Shilanski & Associates, Inc. | 59,524 | $3.69M | 1.72% | +1,437+2.5% | Added |
| Bridge Creek Capital Management LLC | 59,580 | $3.69M | 1.37% | +1,270+2.2% | Added |
| CIBC World Markets Corp | 59,689 | $3.70M | 0.03% | −13,814−18.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 60,045 | $3.72M | 0.06% | +2,291+4.0% | Added |
| Quantbot Technologies LP | 60,099 | $3.72M | 0.27% | −95,987−61.5% | Reduced |
| Telos Capital Management, Inc. | 60,277 | $3.73M | 0.51% | +3,817+6.8% | Added |
| Daiwa Securities Group Inc. | 60,735 | $3.76M | 0.02% | +4,267+7.6% | Added |
| Nordea Investment Management AB | 60,655 | $3.81M | 0.00% | −926,881−93.9% | Reduced |
| Glenmede Trust Co NA | 61,489 | $3.81M | 0.02% | +5,767+10.3% | Added |
| Wesbanco Bank Inc | 61,646 | $3.82M | 0.15% | +3,345+5.7% | Added |
| Advisors Asset Management, Inc. | 61,843 | $3.83M | 0.06% | −29,166−32.0% | Reduced |
| Kentucky Retirement Systems | 62,569 | $3.88M | 0.18% | +924+1.5% | Added |
| Stratos Wealth Advisors, LLC | 62,684 | $3.88M | 0.33% | +1,725+2.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 64,176 | $3.98M | 0.36% | +170.0% | Added |
| Anchor Investment Management, LLC | 64,515 | $4.00M | 0.56% | +1,694+2.7% | Added |
| Louisiana State Employees Retirement System | 65,900 | $4.08M | 0.10% | −100−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 66,567 | $4.13M | 0.28% | +1,990+3.1% | Added |
| D.A. Davidson & Co. | 66,758 | $4.14M | 0.05% | +893+1.4% | Added |
| Monte Financial Group, LLC | 66,923 | $4.15M | 2.38% | −125−0.2% | Reduced |
| NN Investment Partners Holdings N.V. | 67,196 | $4.16M | 0.02% | −22,200−24.8% | Reduced |
| Birmingham Capital Management Co Inc | 67,700 | $4.20M | 1.61% | −1,805−2.6% | Reduced |
| IFG Advisory, LLC | 68,088 | $4.22M | 0.46% | +3,030+4.7% | Added |
| CIBC World Markets Inc. | 68,228 | $4.23M | 0.02% | −11,097−14.0% | Reduced |
| Holloway Wealth Management, LLC | – | $4.27M | 1.30% | – | – |
| New Mexico Educational Retirement Board | 69,287 | $4.29M | 0.15% | −1,200−1.7% | Reduced |
| Clearbridge Investments, LLC | 69,420 | $4.30M | 0.00% | −6,486−8.5% | Reduced |
| Chronos Wealth Management, LLC | 70,293 | $4.36M | 2.96% | −51−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 70,371 | $4.36M | 0.10% | +981+1.4% | Added |
| Institutional & Family Asset Management, LLC | 70,595 | $4.38M | 0.71% | +1,378+2.0% | Added |
| Moors & Cabot, Inc. | 70,688 | $4.38M | 0.28% | +3,034+4.5% | Added |
| Naples Global Advisors, LLC | 71,416 | $4.43M | 0.58% | +763+1.1% | Added |
| BCM Advisors, LLC | 71,158 | $4.44M | 1.19% | −1,880−2.6% | Reduced |
| Sigma Planning Corp | 72,041 | $4.46M | 0.14% | −2,507−3.4% | Reduced |
| Oppenheimer & Co Inc | 74,019 | $4.59M | 0.09% | +4,800+6.9% | Added |
| Elo Mutual Pension Insurance Co | 74,196 | $4.60M | 0.15% | 00.0% | Unchanged |
| McRae Capital Management Inc | 74,414 | $4.61M | 1.02% | +3,275+4.6% | Added |
| Mariner, LLC | 74,431 | $4.61M | 0.02% | −494−0.7% | Reduced |
| Bokf, NA | 75,729 | $4.69M | 0.08% | +75,729 | New |
| Atria Investments LLC | 75,833 | $4.70M | 0.08% | +5,561+7.9% | Added |
| Orion Portfolio Solutions, LLC | 75,882 | $4.70M | 0.17% | +5,474+7.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 75,869 | $4.70M | 0.01% | +12,868+20.4% | Added |
| Insight Folios Inc | 76,613 | $4.75M | 2.61% | +11,507+17.7% | Added |
| TD Private Client Wealth LLC | 78,064 | $4.84M | 0.21% | +1,581+2.1% | Added |
| Fisher Asset Management, LLC | 79,070 | $4.90M | 0.00% | −578−0.7% | Reduced |
| First Republic Investment Management, Inc. | 79,228 | $4.91M | 0.01% | +3,956+5.3% | Added |
| Bell Bank | 79,275 | $4.91M | 0.61% | +5,627+7.6% | Added |
| Duality Advisers, LP | 79,731 | $4.94M | 0.38% | −53,147−40.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 80,730 | $5.00M | 1.04% | −2,611−3.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 81,050 | $5.02M | 0.05% | 00.0% | Unchanged |
| Sky Investment Group LLC | 81,326 | $5.04M | 1.12% | +1,416+1.8% | Added |
| Schnieders Capital Management LLC | 81,404 | $5.04M | 1.36% | +4,641+6.0% | Added |
| Maryland State Retirement & Pension System | 80,678 | $5.06M | 0.14% | +1,382+1.7% | Added |
| Old Point Trust & Financial Services N A | 82,801 | $5.13M | 2.29% | +50+0.1% | Added |
| RFG Advisory, LLC | 83,738 | $5.19M | 0.43% | +3,664+4.6% | Added |
| Central Trust Co | 84,612 | $5.24M | 0.19% | +422+0.5% | Added |
| Neuberger Berman Group LLC | 95,024 | $5.32M | 0.00% | +11,536+13.8% | Added |