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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 2,824 | $175.0K | 0.04% | +157+5.9% | Added |
| BerganKDV Wealth Management, LLC | 2,922 | $181.0K | 0.02% | +10.0% | Added |
| Cedar Mountain Advisors, LLC | 2,924 | $181.0K | 0.06% | +28+1.0% | Added |
| Truvestments Capital LLC | 2,940 | $182.0K | 0.10% | +2+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,970 | $184.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,964 | $184.0K | 0.02% | +36+1.2% | Added |
| Acropolis Investment Management, LLC | 3,051 | $185.0K | 0.02% | −73−2.3% | Reduced |
| AlphaMark Advisors, LLC | 2,996 | $186.0K | 0.07% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 3,011 | $187.0K | 0.10% | −113−3.6% | Reduced |
| Lenox Wealth Advisors, LLC | 3,122 | $193.0K | 0.02% | +163+5.5% | Added |
| JJJ Advisors Inc. | 3,123 | $194.0K | 0.07% | +8+0.3% | Added |
| Freedman Financial Associates, Inc. | 3,240 | $201.0K | 0.15% | −100−3.0% | Reduced |
| MidWestOne Financial Group, Inc. | 3,250 | $201.0K | 0.05% | +3,250 | New |
| CRA Financial Services, LLC | 3,237 | $201.0K | 0.07% | +3,237 | New |
| Wealth Management Associates, Inc. | 3,250 | $201.4K | 0.12% | +3,250 | New |
| Alphasimplex Group, LLC | 3,270 | $203.0K | 0.17% | −2,319−41.5% | Reduced |
| Pitcairn Co | 3,272 | $203.0K | 0.01% | +3,272 | New |
| Secure Asset Management, LLC | 3,290 | $204.0K | 0.10% | −107−3.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,296 | $204.0K | 0.02% | +3,296 | New |
| Weybosset Research & Management LLC | 3,300 | $205.0K | 0.08% | 00.0% | Unchanged |
| Bluestein R H & Co | 3,300 | $205.0K | 0.01% | +3,300 | New |
| Strategic Capital Advisers, Inc. | 3,300 | $205.0K | 0.16% | +3,300 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,303 | $205.0K | 0.07% | +3,303 | New |
| Patten Group, Inc. | 3,319 | $206.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,327 | $206.0K | 0.03% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 3,328 | $206.0K | 0.18% | +3,328 | New |
| DF Dent & Co Inc | 3,341 | $207.0K | 0.00% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 3,353 | $208.0K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,360 | $208.0K | 0.05% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,351 | $208.0K | 0.09% | +3,351 | New |
| OmniStar Financial Group, Inc. | 3,373 | $209.0K | 0.25% | +3,373 | New |
| Nikulski Financial, Inc. | 3,390 | $210.0K | 0.10% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,384 | $210.0K | 0.02% | +3,384 | New |
| Anchor Capital Advisors LLC | 3,400 | $211.0K | 0.00% | −450−11.7% | Reduced |
| Investors Asset Management of Georgia Inc | 3,408 | $211.0K | 0.11% | −249−6.8% | Reduced |
| Wela Strategies, Inc. | 3,403 | $211.0K | 0.11% | +2+0.1% | Added |
| WealthBridge Capital Management, LLC | 3,401 | $211.0K | 0.08% | 00.0% | Unchanged |
| Milestone Advisory Partners | 3,408 | $211.0K | 0.12% | +3,408 | New |
| Ironwood Investment Counsel, LLC | 3,437 | $212.0K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,438 | $212.0K | 0.05% | +3,438 | New |
| Tufton Capital Management | 3,448 | $213.0K | 0.04% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,443 | $213.0K | 0.03% | +9+0.3% | Added |
| Keebeck Wealth Management, LLC | 3,455 | $214.0K | 0.04% | −879−20.3% | Reduced |
| Continuum Advisory, LLC | 3,476 | $215.0K | 0.06% | −41−1.2% | Reduced |
| Insight Advisors, LLC | 3,453 | $216.0K | 0.06% | +12+0.3% | Added |
| TRUE Private Wealth Advisors | 3,500 | $216.0K | 0.03% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $217.0K | 0.06% | 00.0% | Unchanged |
| David Loasby | 3,494 | $217.0K | 0.03% | +7+0.2% | Added |
| Stonebridge Financial Planning Group, LLC | 3,503 | $219.0K | 0.11% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,549 | $220.0K | 0.02% | −500−12.3% | Reduced |
| Salem Capital Management Inc | 3,550 | $220.0K | 0.12% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,581 | $221.0K | 0.09% | +3,581 | New |
| Arbor Trust Wealth Advisors, LLC | 3,576 | $222.0K | 0.14% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,574 | $222.0K | 0.12% | +4+0.1% | Added |
| Enterprise Financial Services Corp | 3,577 | $222.0K | 0.03% | +614+20.7% | Added |
| Pallas Capital Advisors LLC | 3,545 | $222.0K | 0.02% | +3,545 | New |
| Robertson Stephens Wealth Management, LLC | 3,622 | $224.0K | 0.03% | −50−1.4% | Reduced |
| Samalin Investment Counsel, LLC | 3,609 | $224.0K | 0.15% | +7+0.2% | Added |
| DT Investment Partners, LLC | 3,610 | $224.0K | 0.03% | +3,610 | New |
| TruWealth Advisors, LLC | 3,631 | $225.0K | 0.03% | +2+0.1% | Added |
| Shoker Investment Counsel, Inc. | 3,642 | $225.0K | 0.11% | +16+0.4% | Added |
| Sonora Investment Management, LLC | 3,633 | $225.0K | 0.03% | +1,629+81.3% | Added |
| Brightworth | 3,652 | $226.0K | 0.02% | +3,652 | New |
| Heritage Wealth Advisors | 3,652 | $226.3K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 3,700 | $229.0K | 0.03% | −339−8.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,712 | $230.0K | 0.03% | −1,680−31.2% | Reduced |
| Bangor Savings Bank | 3,700 | $230.0K | 0.02% | −55−1.5% | Reduced |
| First Financial Corp | 3,706 | $230.0K | 0.15% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 3,710 | $230.0K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,728 | $231.0K | 0.15% | +3,728 | New |
| Sutton Wealth Advisors Inc. | 3,740 | $231.8K | 0.09% | −282−7.0% | Reduced |
| Southland Equity Partners LLC | 3,755 | $232.7K | 0.11% | +3,755 | New |
| WealthPLAN Partners, LLC | 3,611 | $233.0K | 0.02% | −163−4.3% | Reduced |
| Boenning & Scattergood, Inc. | 3,766 | $233.0K | 0.04% | −99−2.6% | Reduced |
| Syverson Strege & Co | 3,753 | $233.0K | 0.19% | +37+1.0% | Added |
| S.E.E.D. Planning Group LLC | 3,777 | $234.0K | 0.11% | −10,743−74.0% | Reduced |
| Charles Schwab Trust Co | 3,774 | $234.0K | 0.05% | −3,000−44.3% | Reduced |
| Cypress Capital Management LLC | 3,860 | $234.0K | 0.03% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 3,793 | $235.0K | 0.08% | −1,500−28.3% | Reduced |
| West Family Investments, Inc. | 3,814 | $236.0K | 0.06% | −2,184−36.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,843 | $238.0K | 0.15% | +3,843 | New |
| RWM Asset Management, LLC | 3,855 | $239.0K | 0.05% | −118−3.0% | Reduced |
| American State Bank (Iowa) | 3,868 | $239.7K | 0.19% | +414+12.0% | Added |
| Beck Mack & Oliver LLC | 3,900 | $242.0K | 0.01% | −2,000−33.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 3,920 | $243.0K | 0.15% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,932 | $244.0K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $244.0K | 0.07% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,940 | $244.0K | 0.07% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 3,954 | $245.0K | 0.09% | +38+1.0% | Added |
| AXS Investments LLC | 3,954 | $245.0K | 0.09% | +3,954 | New |
| RNC Capital Management LLC | 3,988 | $247.0K | 0.01% | −523−11.6% | Reduced |
| Alpha Omega Wealth Management LLC | 3,995 | $248.0K | 0.04% | −36−0.9% | Reduced |
| Lafayette Investments, Inc. | 4,000 | $248.0K | 0.07% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,022 | $249.0K | 0.05% | −211−5.0% | Reduced |
| Fagan Associates, Inc. | 4,011 | $249.0K | 0.05% | −60−1.5% | Reduced |
| YHB Investment Advisors, Inc. | 4,018 | $249.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,021 | $249.0K | 0.02% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 4,024 | $249.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 4,022 | $249.0K | 0.01% | +4,022 | New |
| WMS Partners, LLC | 4,040 | $250.0K | 0.04% | +10.0% | Added |