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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| American Research & Management Co. | 720 | $45.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 720 | $45.0K | 0.04% | +720 | New |
| Total Clarity Wealth Management, Inc. | 730 | $45.0K | 0.02% | +730 | New |
| Rockbridge Investment Management, LCC | 750 | $46.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 748 | $46.0K | 0.00% | +248+49.6% | Added |
| Ellis Investment Partners, LLC | 768 | $47.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 760 | $47.0K | 0.04% | +760 | New |
| Focused Wealth Management, Inc | 788 | $49.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 805 | $50.0K | 0.02% | −152−15.9% | Reduced |
| Pin Oak Investment Advisors Inc | 2,000 | $50.0K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 807 | $50.0K | 0.01% | +1+0.1% | Added |
| CVA Family Office, LLC | 935 | $51.0K | 0.04% | −1,910−67.1% | Reduced |
| Retirement Group, LLC | 477 | $53.0K | 0.02% | +100+26.5% | Added |
| McIlrath & Eck, LLC | 901 | $56.0K | 0.02% | −161−15.2% | Reduced |
| Tortoise Investment Management, LLC | 900 | $56.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 908 | $56.3K | 0.00% | −338−27.1% | Reduced |
| West Branch Capital LLC | 922 | $57.0K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 920 | $57.0K | 0.02% | +220+31.4% | Added |
| Achmea Investment Management B.V. | 938 | $58.0K | 0.00% | −93,145−99.0% | Reduced |
| Cranbrook Wealth Management, LLC | 940 | $58.0K | 0.01% | +60+6.8% | Added |
| Pflug Koory, LLC | 948 | $59.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 959 | $59.0K | 0.01% | +149+18.4% | Added |
| Lindbrook Capital, LLC | 966 | $60.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 983 | $61.0K | 0.01% | +100+11.3% | Added |
| Lountzis Asset Management, LLC | 1,000 | $62.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,002 | $62.0K | 0.00% | −59−5.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,005 | $62.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,052 | $65.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,071 | $66.0K | 0.04% | +1,071 | New |
| Herold Advisors, Inc. | 1,100 | $68.0K | 0.03% | +1,100 | New |
| Kowal Investment Group, LLC | 1,118 | $69.0K | 0.02% | +1,118 | New |
| Altshuler Shaham Ltd | 1,117 | $70.0K | 0.00% | +53+5.0% | Added |
| Neo Ivy Capital Management | 1,351 | $70.0K | 0.08% | +1,351 | New |
| Asset Dedication, LLC | 1,146 | $71.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,162 | $72.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,172 | $73.0K | 0.04% | +362+44.7% | Added |
| Parkside Financial Bank & Trust | 1,198 | $74.0K | 0.02% | +29+2.5% | Added |
| Crescent Capital Consulting, LLC | 1,236 | $77.0K | 0.01% | −63−4.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,235 | $77.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,261 | $78.0K | 0.00% | −1,748−58.1% | Reduced |
| Prentice Wealth Management LLC | 1,308 | $81.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,350 | $83.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,370 | $85.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,401 | $87.0K | 0.06% | −256−15.4% | Reduced |
| Column Capital Advisors, LLC | 1,405 | $87.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,432 | $89.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 1,433 | $89.0K | 0.01% | +227+18.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,469 | $91.0K | 0.01% | +1,469 | New |
| Guidance Point Advisors, LLC | 1,475 | $91.0K | 0.03% | +1,475 | New |
| Acima Private Wealth, LLC | 1,500 | $93.0K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,498 | $93.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,495 | $93.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,555 | $96.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,589 | $98.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 1,596 | $99.0K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 1,606 | $100.0K | 0.04% | −7−0.4% | Reduced |
| Aspire Private Capital, LLC | 1,656 | $103.0K | 0.03% | −257−13.4% | Reduced |
| Charter Oak Capital Management, LLC | 1,673 | $104.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $107.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,728 | $107.0K | 0.05% | +16+0.9% | Added |
| Legacy Bridge, LLC | 1,720 | $107.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $107.0K | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,734 | $107.0K | 0.00% | +305+21.3% | Added |
| Heritage Wealth Management, LLC | 1,749 | $108.0K | 0.04% | −2−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,738 | $108.0K | 0.01% | +1,322+317.8% | Added |
| Wolverine Asset Management LLC | 1,796 | $111.0K | 0.00% | −717−28.5% | Reduced |
| Eagle Bay Advisors LLC | 1,883 | $117.0K | 0.07% | +745+65.5% | Added |
| Blueprint Investment Partners LLC | 1,885 | $117.0K | 0.06% | +1,885 | New |
| Plante Moran Financial Advisors, LLC | 1,899 | $118.0K | 0.03% | +1,870+6,448.3% | Added |
| Security National Trust Co | 1,975 | $120.0K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,953 | $121.0K | 0.02% | +35+1.8% | Added |
| Smithfield Trust Co | 1,960 | $122.0K | 0.01% | −956−32.8% | Reduced |
| Private Capital Group, LLC | 1,965 | $122.0K | 0.03% | +81+4.3% | Added |
| Baystate Wealth Management LLC | 1,980 | $123.0K | 0.01% | +6+0.3% | Added |
| West Paces Advisors Inc. | 1,997 | $123.8K | 0.04% | +229+13.0% | Added |
| Corsicana & Co. | 2,000 | $124.0K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,012 | $125.0K | 0.02% | −232−10.3% | Reduced |
| Tarbox Family Office, Inc. | 2,054 | $127.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,090 | $130.0K | 0.21% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,138 | $132.0K | 0.00% | −4,596−68.3% | Reduced |
| Whittier Trust Co | 2,123 | $132.0K | 0.00% | +200+10.4% | Added |
| Burleson & Company, LLC | 2,154 | $133.0K | 0.02% | −77−3.5% | Reduced |
| Rock Creek Group, LP | 2,166 | $134.0K | 0.02% | −1,664−43.4% | Reduced |
| Avion Wealth | 2,165 | $134.0K | 0.04% | −100−4.4% | Reduced |
| Interactive Financial Advisors | 2,208 | $137.0K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 2,205 | $137.0K | 0.09% | +360+19.5% | Added |
| PrairieView Partners, LLC | 2,226 | $138.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,230 | $138.0K | 0.03% | +2,230 | New |
| Clearview Wealth Advisors LLC | 2,299 | $142.0K | 0.09% | +20+0.9% | Added |
| Liberty Wealth Management LLC | 2,294 | $144.0K | 0.05% | +1,159+102.1% | Added |
| Essex Investment Management Co LLC | 2,400 | $149.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 2,420 | $150.0K | 0.01% | +530+28.0% | Added |
| Evermay Wealth Management LLC | 2,485 | $154.0K | 0.03% | −320−11.4% | Reduced |
| Rosenberg Matthew Hamilton | 2,514 | $156.0K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,585 | $160.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,660 | $165.0K | 0.10% | −1,001−27.3% | Reduced |
| Wealth Quarterback LLC | 10,265 | $165.0K | 0.11% | +7,496+270.7% | Added |
| Carolinas Wealth Consulting LLC | 2,672 | $166.0K | 0.04% | +7+0.3% | Added |
| Toth Financial Advisory Corp | 2,769 | $172.0K | 0.03% | +554+25.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,794 | $173.0K | 0.03% | +101+3.8% | Added |