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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.

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: 2,371 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 20262,371$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
Paloma Partners Management Co0$00.00%−39,073−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−26,267−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−23,571−100.0%Sold out
BP PLC0$00.00%−23,272−100.0%Sold out
Claybrook Capital, LLC0$00.00%−22,333−100.0%Sold out
Verition Fund Management LLC0$00.00%−21,649−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−20,087−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−20,037−100.0%Sold out
Stevens Capital Management LP0$00.00%−18,951−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−18,526−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−17,873−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−17,450−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−15,591−100.0%Sold out
Hexavest Inc.0$00.00%−11,999−100.0%Sold out
New World Advisors LLC0$00.00%−12,004−100.0%Sold out
Prudential PLC0$00.00%−10,681−100.0%Sold out
Weld Capital Management LLC0$00.00%−10,609−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−10,341−100.0%Sold out
SG3 Management, LLC0$00.00%−10,000−100.0%Sold out
Oxler Private Wealth LLC0$00.00%−10,000−100.0%Sold out
Wintrust Investments LLC0$00.00%−9,975−100.0%Sold out
J. W. Coons Advisors, LLC0$00.00%−8,825−100.0%Sold out
Caption Management, LLC0$00.00%−8,800−100.0%Sold out
TBH Global Asset Management, LLC0$00.00%−8,455−100.0%Sold out
Advisor Resource Council0$00.00%−8,221−100.0%Sold out
Livingston Group Asset Management CO (operating as Southport Capital Management)0$00.00%−7,361−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−6,528−100.0%Sold out
Northstar Advisory Group, LLC0$00.00%−6,535−100.0%Sold out
Goodman Financial Corp0$00.00%−6,499−100.0%Sold out
Centiva Capital, LP0$00.00%−6,239−100.0%Sold out
Navellier & Associates Inc0$00.00%−5,783−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−5,001−100.0%Sold out
Wiser Wealth Management, Inc0$00.00%−4,970−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−4,899−100.0%Sold out
First Heartland Consultants, Inc.0$00.00%−4,780−100.0%Sold out
Asset Allocation & Management Company, LLC0$00.00%−4,700−100.0%Sold out
Capital Wealth Planning, LLC0$00.00%−4,693−100.0%Sold out
DRW Securities, LLC0$00.00%−4,610−100.0%Sold out
Truadvice, LLC0$00.00%−4,284−100.0%Sold out
Colonial River Wealth Management, LLC0$00.00%−4,564−100.0%Sold out
LSV Asset Management0$00.00%−4,500−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−4,465−100.0%Sold out
Jump Financial, LLC0$00.00%−4,344−100.0%Sold out
Capula Management Ltd0$00.00%−4,332−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−4,276−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−4,130−100.0%Sold out
Columbia Trust Co 010120160$00.00%−4,192−100.0%Sold out
Ramsey Quantitative Systems0$00.00%−4,090−100.0%Sold out
Hourglass Capital, LLC0$00.00%−3,900−100.0%Sold out
Ategra Capital Management, LLC0$00.00%−3,900−100.0%Sold out
Absher Wealth Management, LLC0$00.00%−3,868−100.0%Sold out
Hobart Private Capital, LLC0$00.00%−3,775−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−3,710−100.0%Sold out
Essex Private Wealth Management, LLC0$00.00%−3,536−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,510−100.0%Sold out
Isthmus Partners, LLC0$00.00%−3,390−100.0%Sold out
PRW Wealth Management LLC0$00.00%−3,319−100.0%Sold out
Brendel Financial Advisors LLC0$00.00%−3,100−100.0%Sold out
PGGM Investments0$00.00%−2,830−100.0%Sold out
Godsey & Gibb Associates0$00.00%−2,740−100.0%Sold out
WealthShield Partners, LLC0$00.00%−2,379−100.0%Sold out
Wealthstreet Investment Advisors, LLC0$00.00%−1,951−100.0%Sold out
Personal Wealth Partners0$00.00%−1,071−100.0%Sold out
Ford Financial Group, LLC0$00.00%−1,000−100.0%Sold out
Parisi Gray Wealth Management0$00.00%−914−100.0%Sold out
Perennial Advisors, LLC0$00.00%−680−100.0%Sold out
Flagship Private Wealth, LLC0$00.00%−522−100.0%Sold out
Lion Street Advisors, LLC0$00.00%−525−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−360−100.0%Sold out
First Personal Financial Services0$00.00%−320−100.0%Sold out
Savior LLC0$00.00%−159−100.0%Sold out
Eubel Brady & Suttman Asset Management Inc0$00.00%−100−100.0%Sold out
Capital Directions Investment Advisors, LLC0$00.00%−100−100.0%Sold out
KB Financial Partners, LLC0$00.00%−102−100.0%Sold out
Howe & Rusling Inc0$00.00%−47−100.0%Sold out
Standard Family Office LLC0$00.00%−51−100.0%Sold out
Arlington Partners LLC0$00.00%−37−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−2,348−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
CWM, LLC––––Not filed
QS Investors, LLC––––Not filed
Pinnacle Wealth Advisors––––Not filed
First Horizon Corp––––Not filed
Usca Ria LLC––––Not filed
Northstar Investment Advisors LLC––––Not filed
Nachman Norwood & Parrott, Inc––––Not filed
CWS Financial Advisors, LLC––––Not filed
Cipher Capital LP––––Not filed
Western Wealth Management, LLC––––Not filed
ARS Wealth Advisors, LLC––––Not filed
Rollins Financial––––Not filed
Glenview State Bank Trust Dept.––––Not filed
GoalVest Advisory LLC––––Not filed
Firethorn Wealth Partners, LLC––––Not filed
Baker Boyer National Bank––––Not filed
Elmwood Wealth Management, Inc.––––Not filed
Kimelman & Baird, LLC––––Not filed
Castleview Partners, LLC––––Not filed
Horan Securities, Inc.––––Not filed
Hoover Financial Advisors, Inc.––––Not filed