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 |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 4,030 | $250.0K | 0.16% | +500+14.2% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $251.0K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,072 | $252.0K | 0.01% | +418+11.4% | Added |
| Providence First Trust Co | 4,087 | $253.0K | 0.12% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,080 | $253.0K | 0.02% | +4,080 | New |
| Cooper Financial Group | 4,082 | $253.0K | 0.05% | +4,082 | New |
| Live Oak Private Wealth LLC | 4,090 | $253.0K | 0.05% | +4,090 | New |
| Searle & Co. | 4,100 | $254.0K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,092 | $254.0K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,125 | $256.0K | 0.02% | −1,708−29.3% | Reduced |
| Cozad Asset Management Inc | 4,132 | $256.0K | 0.04% | −509−11.0% | Reduced |
| Pinnacle Bancorp, Inc. | 4,126 | $256.0K | 0.10% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 4,121 | $256.0K | 0.01% | +58+1.4% | Added |
| NovaPoint Capital, LLC | 4,125 | $256.0K | 0.10% | +4,125 | New |
| Brandywine Oak Private Wealth LLC | 4,162 | $257.0K | 0.03% | 00.0% | Unchanged |
| Mairs & Power Inc | 4,158 | $258.0K | 0.00% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,170 | $258.0K | 0.12% | +4,170 | New |
| Meridian Investment Counsel Inc. | 4,202 | $260.0K | 0.09% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,216 | $261.0K | 0.04% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,217 | $261.0K | 0.02% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,255 | $263.0K | 0.06% | −496−10.4% | Reduced |
| Sittner & Nelson, LLC | 4,246 | $263.0K | 0.17% | +1,000+30.8% | Added |
| Washington Trust Bank | 4,259 | $264.0K | 0.03% | −497−10.4% | Reduced |
| Foundations Investment Advisors, LLC | 4,261 | $264.0K | 0.01% | +154+3.7% | Added |
| Shorepoint Capital Partners LLC | 4,275 | $265.0K | 0.12% | +4,275 | New |
| Thomas Story & Son LLC | 4,300 | $266.0K | 0.11% | 00.0% | Unchanged |
| BCS Wealth Management | 4,308 | $267.0K | 0.11% | 00.0% | Unchanged |
| Resource Planning Group | 4,348 | $269.0K | 0.17% | −5,475−55.7% | Reduced |
| McGowan Group Asset Management, Inc. | 4,355 | $270.0K | 0.05% | −1,099−20.2% | Reduced |
| Spearhead Capital Advisors, LLC | 4,359 | $270.0K | 0.04% | −91−2.0% | Reduced |
| Harvey Investment Co LLC | 4,351 | $270.0K | 0.04% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 4,351 | $270.0K | 0.06% | +4,351 | New |
| Willis Johnson & Associates, Inc. | 4,370 | $271.0K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,377 | $271.0K | 0.01% | +113+2.7% | Added |
| Altus Wealth Management, LLC | 4,377 | $271.0K | 0.17% | +4,377 | New |
| Klingenstein Fields & Co LP | 4,396 | $272.0K | 0.01% | −1,532−25.8% | Reduced |
| Investment House LLC | 4,397 | $272.0K | 0.02% | +3+0.1% | Added |
| Altman Advisors, Inc. | 4,400 | $274.0K | 0.15% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,424 | $274.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,414 | $274.0K | 0.06% | +248+6.0% | Added |
| First Mercantile Trust Co | 4,440 | $275.0K | 0.04% | −590−11.7% | Reduced |
| Brewin Dolphin Ltd | 4,440 | $275.1K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 4,460 | $276.0K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 4,475 | $277.0K | 0.06% | −229−4.9% | Reduced |
| First Manhattan Co | 4,470 | $277.0K | 0.00% | +71+1.6% | Added |
| Camelot Portfolios, LLC | 4,491 | $278.0K | 0.14% | −514−10.3% | Reduced |
| American Financial Advisors, LLC | 4,479 | $278.0K | 0.04% | +37+0.8% | Added |
| High Falls Advisors, Inc | 4,503 | $279.0K | 0.08% | +3+0.1% | Added |
| Maven Securities LTD | 4,515 | $280.0K | 0.03% | −3,104−40.7% | Reduced |
| JB Capital LLC | 4,519 | $280.0K | 0.04% | +4,519 | New |
| Hummer Financial Advisory Services Inc | 4,550 | $282.0K | 0.26% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,564 | $283.0K | 0.04% | −112−2.4% | Reduced |
| Rossmore Private Capital | 4,573 | $283.0K | 0.05% | 00.0% | Unchanged |
| Domani Wealth, LLC | 4,584 | $284.0K | 0.06% | −19−0.4% | Reduced |
| Courier Capital LLC | 4,587 | $284.0K | 0.03% | 00.0% | Unchanged |
| Inverness Counsel LLC | 4,590 | $284.0K | 0.01% | +604+15.2% | Added |
| Angeles Investment Advisors, LLC | 4,590 | $284.0K | 0.02% | +4,590 | New |
| Douglass Winthrop Advisors, LLC | 4,600 | $285.0K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,610 | $286.0K | 0.17% | 00.0% | Unchanged |
| Brown Financial Advisory | 4,614 | $286.0K | 0.24% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,618 | $286.0K | 0.15% | +4,618 | New |
| Rehmann Capital Advisory Group | 4,616 | $286.1K | 0.03% | −8−0.2% | Reduced |
| Hodges Capital Management Inc. | 4,653 | $288.0K | 0.02% | +1,203+34.9% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 4,684 | $289.0K | 0.04% | +76+1.6% | Added |
| Waldron Private Wealth LLC | 4,694 | $290.0K | 0.02% | +1,150+32.4% | Added |
| Boston Research & Management Inc | 4,710 | $291.0K | 0.09% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,702 | $291.0K | 0.19% | 00.0% | Unchanged |
| RDA Financial Network | 4,700 | $291.0K | 0.13% | −10−0.2% | Reduced |
| Bedel Financial Consulting, Inc. | 4,696 | $291.0K | 0.10% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,701 | $291.0K | 0.23% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,690 | $291.0K | 0.08% | +471+11.2% | Added |
| Applied Capital LLC | 4,709 | $292.0K | 0.26% | +140+3.1% | Added |
| Kalos Management, Inc. | 4,672 | $292.0K | 0.08% | +420+9.9% | Added |
| Sargent Bickham Lagudis LLC | 4,724 | $293.0K | 0.02% | −4,567−49.2% | Reduced |
| Colonial Trust Advisors | 4,736 | $293.0K | 0.04% | −700−12.9% | Reduced |
| Old Second National Bank of Aurora | 4,726 | $293.0K | 0.08% | +133+2.9% | Added |
| 1st Source Bank | 4,742 | $294.0K | 0.02% | +183+4.0% | Added |
| King Luther Capital Management Corp | 4,751 | $294.0K | 0.00% | +4,751 | New |
| Inscription Capital, LLC | 4,762 | $295.0K | 0.09% | −93,916−95.2% | Reduced |
| Institute for Wealth Management, LLC. | 4,768 | $295.0K | 0.05% | −83−1.7% | Reduced |
| Violich Capital Management, Inc. | 4,779 | $296.0K | 0.05% | +1,379+40.6% | Added |
| WealthTrust Axiom LLC | 4,838 | $299.0K | 0.10% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,861 | $301.0K | 0.18% | +23+0.5% | Added |
| Baldwin Investment Management, LLC | 4,850 | $301.0K | 0.05% | +650+15.5% | Added |
| Summit Trail Advisors, LLC | 4,878 | $302.0K | 0.02% | +234+5.0% | Added |
| Clear Creek Financial Management, LLC | 4,897 | $303.0K | 0.05% | −7−0.1% | Reduced |
| Coastline Trust Co | 4,896 | $304.0K | 0.04% | −40−0.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,918 | $305.0K | 0.07% | −1,187−19.4% | Reduced |
| CMG Global Holdings, LLC | 4,926 | $305.0K | 0.23% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 4,898 | $306.0K | 0.15% | −5−0.1% | Reduced |
| Wambolt & Associates, LLC | 4,960 | $306.0K | 0.12% | +366+8.0% | Added |
| Washington Trust Co | 4,925 | $306.0K | 0.01% | +400+8.8% | Added |
| Berman Capital Advisors, LLC | 4,961 | $306.0K | 0.05% | +1,212+32.3% | Added |
| Compton Capital Management Inc | 4,948 | $307.0K | 0.09% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 4,967 | $308.0K | 0.13% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,964 | $308.0K | 0.02% | +10+0.2% | Added |
| Hussman Strategic Advisors, Inc. | 5,000 | $310.0K | 0.07% | −5,000−50.0% | Reduced |
| We Are One Seven, LLC | 5,004 | $312.0K | 0.04% | −35−0.7% | Reduced |
| XML Financial, LLC | 5,028 | $312.0K | 0.04% | +5,028 | New |
| MUFG Americas Holdings Corp | 5,057 | $313.0K | 0.01% | −696−12.1% | Reduced |