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 |
|---|---|---|---|---|---|
| Thomasville National Bank | 87,068 | $5.39M | 0.56% | −63−0.1% | Reduced |
| Greystone Financial Group, LLC | 87,734 | $5.44M | 1.62% | −21,932−20.0% | Reduced |
| Huntington National Bank | 88,076 | $5.46M | 0.05% | −13,592−13.4% | Reduced |
| Oregon Public Employees Retirement Fund | 88,619 | $5.49M | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 88,636 | $5.49M | 0.04% | +14,642+19.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 88,699 | $5.50M | 0.13% | +494+0.6% | Added |
| Carret Asset Management, LLC | 89,152 | $5.53M | 0.66% | −1,950−2.1% | Reduced |
| Norinchukin Bank, The | 89,505 | $5.55M | 0.08% | +1,910+2.2% | Added |
| Hantz Financial Services, Inc. | 89,705 | $5.56M | 0.18% | +11,229+14.3% | Added |
| Fiduciary Group LLC | 88,656 | $5.61M | 0.64% | +2,850+3.3% | Added |
| Umb Bank N A | 90,881 | $5.63M | 0.13% | +465+0.5% | Added |
| Blair William & Co | 91,621 | $5.68M | 0.02% | +1,850+2.1% | Added |
| Aull & Monroe Investment Management Corp | 92,043 | $5.70M | 2.81% | −932−1.0% | Reduced |
| 6 Meridian | 92,067 | $5.71M | 0.45% | +50,203+119.9% | Added |
| Cetera Advisors LLC | 92,819 | $5.75M | 0.11% | +13,873+17.6% | Added |
| Davenport & Co LLC | 93,074 | $5.77M | 0.04% | +3,441+3.8% | Added |
| New England Asset Management Inc | 93,995 | $5.83M | 0.10% | +2,400+2.6% | Added |
| Massmutual Trust Co FSB | 94,275 | $5.84M | 0.24% | +1,927+2.1% | Added |
| Trustmark National Bank Trust Department | 94,444 | $5.85M | 0.47% | −19,413−17.1% | Reduced |
| Raymond James Trust N.A. | 94,591 | $5.86M | 0.20% | +2,678+2.9% | Added |
| First Horizon Advisors, Inc. | 94,793 | $5.87M | 0.19% | +88,236+1,345.7% | Added |
| Homrich & Berg | 94,872 | $5.88M | 0.13% | +3,576+3.9% | Added |
| Pinnacle Financial Partners Inc | 96,260 | $5.96M | 0.21% | +3,139+3.4% | Added |
| Pacer Advisors, Inc. | 96,434 | $5.98M | 0.08% | +23,387+32.0% | Added |
| Brookstone Capital Management | 96,522 | $6.03M | 0.11% | +14,785+18.1% | Added |
| First PREMIER Bank | 98,528 | $6.11M | 1.73% | −1,963−2.0% | Reduced |
| South Dakota Investment Council | 99,071 | $6.14M | 0.11% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 99,240 | $6.15M | 0.70% | −18,793−15.9% | Reduced |
| Cetera Advisor Networks LLC | 99,391 | $6.16M | 0.08% | +1,681+1.7% | Added |
| Principle Wealth Partners LLC | 99,810 | $6.18M | 0.71% | +1,132+1.1% | Added |
| Squarepoint Ops LLC | 99,920 | $6.19M | 0.04% | −85,774−46.2% | Reduced |
| MainStreet Investment Advisors LLC | 100,396 | $6.22M | 0.60% | −2,177−2.1% | Reduced |
| Fifth Third Bancorp | 100,454 | $6.22M | 0.03% | +200.0% | Added |
| Cubist Systematic Strategies, LLC | 103,454 | $6.41M | 0.08% | −187,694−64.5% | Reduced |
| Hartford Investment Management Co | 104,697 | $6.49M | 0.18% | −12,264−10.5% | Reduced |
| Mayflower Financial Advisors, LLC | 103,197 | $6.50M | 0.88% | +380.0% | Added |
| Biondo Investment Advisors, LLC | 103,962 | $6.51M | 1.12% | +1,720+1.7% | Added |
| Eaton Vance Management | 135,149 | $6.75M | 0.01% | −32,524−19.4% | Reduced |
| Kanawha Capital Management LLC | 109,273 | $6.77M | 0.63% | +222+0.2% | Added |
| Polaris Wealth Advisory Group, LLC | 108,331 | $6.79M | 0.41% | +108,331 | New |
| Bragg Financial Advisors, Inc | 109,846 | $6.81M | 0.44% | −3,797−3.3% | Reduced |
| CIBC Private Wealth Group, LLC | 110,286 | $6.83M | 0.02% | −30,436−21.6% | Reduced |
| Associated Banc-Corp | 111,119 | $6.89M | 0.27% | −3,365−2.9% | Reduced |
| Nissay Asset Management Corp | 111,434 | $6.91M | 0.06% | +4,614+4.3% | Added |
| Westpac Banking Corp | 113,106 | $7.01M | 0.08% | −7,365−6.1% | Reduced |
| Securian Asset Management, Inc | 114,299 | $7.08M | 0.15% | +25,028+28.0% | Added |
| Illinois Municipal Retirement Fund | 114,315 | $7.08M | 0.26% | +80,078+233.9% | Added |
| Signature Wealth Management Group | 114,638 | $7.10M | 3.95% | −1,907−1.6% | Reduced |
| Cahaba Wealth Management, Inc. | 117,526 | $7.28M | 1.07% | +4,102+3.6% | Added |
| Thrivent Financial for Lutherans | 119,125 | $7.36M | 0.01% | +222+0.2% | Added |
| Cetera Investment Advisers | 118,734 | $7.36M | 0.12% | +2,599+2.2% | Added |
| TCTC Holdings, LLC | 120,316 | $7.46M | 0.34% | −6,590−5.2% | Reduced |
| KBC Group NV | 120,419 | $7.46M | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 121,062 | $7.50M | 0.04% | +12,074+11.1% | Added |
| Natixis | 123,305 | $7.64M | 0.03% | +123,305 | New |
| Wealthfront Advisers LLC | 123,429 | $7.65M | 0.04% | +40,314+48.5% | Added |
| Metropolitan Life Insurance Co | 124,533 | $7.72M | 0.11% | −4,207−3.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 124,794 | $7.73M | 2.55% | −6,750−5.1% | Reduced |
| HITE Hedge Asset Management LLC | 125,000 | $7.75M | 0.98% | +125,000 | New |
| Marshall Wace, LLP | 125,757 | $7.79M | 0.04% | −400,480−76.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 126,362 | $7.83M | 0.34% | +126,362 | New |
| Redpoint Investment Management Pty Ltd | 126,422 | $7.83M | 0.67% | +161+0.1% | Added |
| Private Advisor Group, LLC | 126,729 | $7.85M | 0.05% | +27,629+27.9% | Added |
| Buckhead Capital Management LLC | 126,870 | $7.86M | 1.76% | −2,235−1.7% | Reduced |
| Chartwell Investment Partners, LLC | 128,319 | $7.95M | 0.25% | +128,319 | New |
| Coann Capital LLC | 128,520 | $7.96M | 7.68% | +128,520 | New |
| Brinker Capital Investments, LLC | 132,589 | $8.02M | 0.13% | 00.0% | Unchanged |
| Becker Capital Management Inc | 131,054 | $8.12M | 0.34% | +4,805+3.8% | Added |
| Schroder Investment Management Group | 132,689 | $8.22M | 0.01% | −19,578−12.9% | Reduced |
| IFM Investors Pty Ltd | 132,862 | $8.23M | 0.17% | −727−0.5% | Reduced |
| M&T Bank Corp | 133,931 | $8.30M | 0.04% | +2,415+1.8% | Added |
| Keybank National Association | 134,408 | $8.33M | 0.04% | −1,168−0.9% | Reduced |
| Advisors Management Group Inc | 135,014 | $8.37M | 2.60% | −905−0.7% | Reduced |
| Stephens Inc | 135,319 | $8.39M | 0.13% | −1,151−0.8% | Reduced |
| Advisory Services Network, LLC | 135,514 | $8.40M | 0.27% | +34,560+34.2% | Added |
| Nisa Investment Advisors, LLC | 135,990 | $8.43M | 0.05% | +500+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 136,120 | $8.44M | 0.11% | 00.0% | Unchanged |
| Bridgeworth, LLC | 137,371 | $8.51M | 2.39% | −1,062−0.8% | Reduced |
| Core Alternative Capital | 137,798 | $8.54M | 1.82% | +17,638+14.7% | Added |
| Te Ahumairangi Investment Management Ltd | 137,963 | $8.55M | 1.18% | −21,500−13.5% | Reduced |
| Mutual of America Capital Management LLC | 138,929 | $8.61M | 0.09% | +728+0.5% | Added |
| Rockland Trust Co | 141,758 | $8.78M | 0.61% | +6,844+5.1% | Added |
| Northern Oak Wealth Management Inc | 146,585 | $9.08M | 1.11% | +4,833+3.4% | Added |
| ExodusPoint Capital Management, LP | 146,736 | $9.09M | 0.14% | −635,529−81.2% | Reduced |
| Leavell Investment Management, Inc. | 147,402 | $9.13M | 0.68% | +368+0.3% | Added |
| Eagle Ridge Investment Management | 148,748 | $9.22M | 1.03% | +6,718+4.7% | Added |
| Kestra Advisory Services, LLC | 151,052 | $9.36M | 0.09% | −30,094−16.6% | Reduced |
| AE Wealth Management LLC | 152,069 | $9.42M | 0.08% | −4,181−2.7% | Reduced |
| Intact Investment Management Inc. | 152,500 | $9.45M | 0.26% | 00.0% | Unchanged |
| Maryland Capital Management | 155,735 | $9.65M | 0.58% | −5,276−3.3% | Reduced |
| Mackay Shields LLC | 161,489 | $10.0M | 0.09% | −4,684−2.8% | Reduced |
| Texas Permanent School Fund | 163,572 | $10.1M | 0.12% | −12,297−7.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 168,842 | $10.5M | 0.06% | −5,080−2.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 168,639 | $10.5M | 0.16% | +40,260+31.4% | Added |
| CIBC Asset Management Inc | 169,600 | $10.5M | 0.04% | +240.0% | Added |
| Public Employees Retirement Association of Colorado | 172,854 | $10.7M | 0.05% | −250−0.1% | Reduced |
| Qube Research & Technologies Ltd | 174,411 | $10.8M | 0.14% | −333,019−65.6% | Reduced |
| Commerce Bank | 177,621 | $11.0M | 0.08% | +3,417+2.0% | Added |
| Public Sector Pension Investment Board | 178,588 | $11.1M | 0.07% | +10,796+6.4% | Added |
| State of Tennessee, Treasury Department | 178,872 | $11.1M | 0.04% | −9,691−5.1% | Reduced |