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 5 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 |
|---|---|---|---|---|---|
| Lebenthal Global Advisors, LLC | 5,081 | $314.0K | 0.20% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 4,963 | $314.0K | 0.01% | +210+4.4% | Added |
| Shulman DeMeo Asset Management LLC | 5,071 | $314.0K | 0.27% | +5,071 | New |
| Dorsey & Whitney Trust CO LLC | 5,090 | $315.0K | 0.03% | −61−1.2% | Reduced |
| Davis R M Inc | 5,086 | $315.0K | 0.01% | +171+3.5% | Added |
| Arete Wealth Advisors, LLC | 5,093 | $316.0K | 0.03% | +756+17.4% | Added |
| Altavista Wealth Management, Inc. | 5,118 | $317.0K | 0.07% | −1,984−27.9% | Reduced |
| Hartline Investment Corp | 5,126 | $318.0K | 0.04% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,134 | $318.0K | 0.03% | +5+0.1% | Added |
| TCI Wealth Advisors, Inc. | 5,129 | $318.0K | 0.05% | +870+20.4% | Added |
| AlphaStar Capital Management, LLC | 4,954 | $318.0K | 0.02% | +4,954 | New |
| Farr Miller & Washington LLC | 5,142 | $319.0K | 0.02% | −401−7.2% | Reduced |
| RSM US Wealth Management LLC | 5,170 | $320.0K | 0.02% | +20+0.4% | Added |
| Summit Financial Wealth Advisors, LLC | 5,200 | $322.0K | 0.07% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,194 | $322.0K | 0.04% | +744+16.7% | Added |
| Beaumont Asset Management, L.L.C. | 5,244 | $324.0K | 0.24% | −87−1.6% | Reduced |
| Parallel Advisors, LLC | 5,232 | $324.0K | 0.01% | +848+19.3% | Added |
| Van Hulzen Asset Management, LLC | 5,254 | $326.0K | 0.05% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,340 | $331.0K | 0.30% | 00.0% | Unchanged |
| MBA Advisors LLC | 5,412 | $335.0K | 0.25% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,412 | $335.0K | 0.00% | +279+5.4% | Added |
| Apollon Wealth Management, LLC | 5,409 | $335.0K | 0.05% | +693+14.7% | Added |
| Thompson Siegel & Walmsley LLC | 5,414 | $336.0K | 0.00% | −2,150−28.4% | Reduced |
| O'Brien Greene & Co. Inc | 5,444 | $337.0K | 0.12% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 5,469 | $338.0K | 0.07% | +17+0.3% | Added |
| Doliver Advisors, LP | 5,461 | $338.0K | 0.11% | −144−2.6% | Reduced |
| First Citizens Bank & Trust Co | 5,452 | $338.0K | 0.02% | +5,452 | New |
| Taylor Hoffman Wealth Management | 5,492 | $339.0K | 0.15% | −1,050−16.1% | Reduced |
| Independence Bank of Kentucky | 5,470 | $339.0K | 0.15% | −716−11.6% | Reduced |
| Crossvault Capital Management LLC | 5,475 | $339.0K | 0.11% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,491 | $340.0K | 0.08% | +300+5.8% | Added |
| TD Ameritrade Investment Management, LLC | 6,317 | $342.0K | 0.00% | +669+11.8% | Added |
| Xcel Wealth Management, LLC | 5,521 | $342.0K | 0.10% | +491+9.8% | Added |
| Golden State Equity Partners | 5,551 | $344.0K | 0.14% | +5,551 | New |
| Equitable Trust Co | 5,569 | $345.0K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 5,584 | $346.0K | 0.16% | −12,463−69.1% | Reduced |
| Capital Investment Counsel, Inc | 5,580 | $346.0K | 0.08% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,580 | $346.0K | 0.20% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,577 | $346.0K | 0.02% | 00.0% | Unchanged |
| Renasant Bank | 5,622 | $348.0K | 0.28% | −37−0.7% | Reduced |
| Sandbox Financial Partners, LLC | 5,626 | $349.0K | 0.25% | 00.0% | Unchanged |
| JT Stratford LLC | 5,640 | $350.0K | 0.11% | −17,201−75.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 5,670 | $351.0K | 0.22% | −100−1.7% | Reduced |
| Schmidt P J Investment Management Inc | 5,555 | $352.0K | 0.07% | 00.0% | Unchanged |
| LifePro Asset Management | 5,678 | $352.0K | 0.11% | +500+9.7% | Added |
| Security National Bank | 5,700 | $353.0K | 0.09% | 00.0% | Unchanged |
| Connolly Sarah T. | 5,700 | $353.0K | 0.29% | 00.0% | Unchanged |
| Engine No. 1 LLC | 5,697 | $353.0K | 0.09% | +2,318+68.6% | Added |
| First Financial Bank - Trust Division | 5,709 | $354.0K | 0.04% | −5−0.1% | Reduced |
| Marcum Wealth, LLC | 5,725 | $355.0K | 0.06% | +360+6.7% | Added |
| Bienville Capital Management, LLC | 5,750 | $356.0K | 0.20% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,755 | $357.0K | 0.04% | +222+4.0% | Added |
| Fayez Sarofim & Co | 5,758 | $357.0K | 0.00% | +1,420+32.7% | Added |
| Wagner Wealth Management, LLC | 5,756 | $359.0K | 0.29% | +10+0.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,814 | $360.0K | 0.27% | −600−9.4% | Reduced |
| Chicago Capital, LLC | 5,805 | $360.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5,814 | $360.0K | 0.08% | +41+0.7% | Added |
| Deseret Mutual Benefit Administrators | 5,819 | $361.0K | 0.07% | −1,618−21.8% | Reduced |
| First National Bank & Trust Co of Newtown | 5,823 | $361.0K | 0.08% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 5,873 | $364.0K | 0.23% | −124−2.1% | Reduced |
| Red Wave Investments LLC | 5,878 | $364.0K | 0.13% | +447+8.2% | Added |
| Signet Financial Management, LLC | 5,896 | $365.0K | 0.06% | +5,896 | New |
| Ingalls & Snyder LLC | 5,912 | $366.0K | 0.02% | −1,388−19.0% | Reduced |
| Mathes Company, Inc. | 5,900 | $366.0K | 0.14% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 5,920 | $367.0K | 0.04% | −100−1.7% | Reduced |
| Heritage Investors Management Corp | 5,917 | $367.0K | 0.02% | +200+3.5% | Added |
| Woodward Diversified Capital, LLC | 5,915 | $367.0K | 0.23% | +502+9.3% | Added |
| Summit Asset Management, LLC | 5,916 | $367.0K | 0.11% | +611+11.5% | Added |
| Duncker Streett & Co Inc | 5,960 | $369.0K | 0.07% | −1,317−18.1% | Reduced |
| Verus Financial Partners, Inc. | 5,904 | $369.0K | 0.06% | +54+0.9% | Added |
| Covington Capital Management | 5,973 | $370.0K | 0.01% | +41+0.7% | Added |
| Schulhoff & Co Inc | 6,000 | $371.0K | 0.17% | 00.0% | Unchanged |
| Keystone Financial Group | 6,003 | $372.0K | 0.07% | −297−4.7% | Reduced |
| Meristem Family Wealth, LLC | 6,050 | $375.0K | 0.04% | +150+2.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 6,132 | $380.0K | 0.01% | +194+3.3% | Added |
| Formidable Asset Management, LLC | 6,185 | $383.0K | 0.07% | +2,177+54.3% | Added |
| Principal Street Partners, LLC | 6,232 | $387.0K | 0.11% | −160−2.5% | Reduced |
| Bank of Stockton | 6,277 | $389.0K | 0.12% | −2,286−26.7% | Reduced |
| Sawyer & Company, Inc | 6,278 | $389.0K | 0.18% | −102−1.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,325 | $392.0K | 0.03% | −10.0% | Reduced |
| Archford Capital Strategies, LLC | 6,347 | $393.0K | 0.09% | −66−1.0% | Reduced |
| Valley Brook Capital Group | 6,359 | $394.0K | 0.39% | −99−1.5% | Reduced |
| Triumph Capital Management | 6,375 | $395.0K | 0.19% | −30−0.5% | Reduced |
| IVC Wealth Advisors LLC | 6,409 | $397.0K | 0.27% | −408−6.0% | Reduced |
| Charter Trust Co | 6,440 | $399.0K | 0.04% | −102−1.6% | Reduced |
| Investment Management of Virginia LLC | 6,449 | $400.0K | 0.08% | +177+2.8% | Added |
| Exencial Wealth Advisors, LLC | 6,447 | $400.0K | 0.02% | +2,171+50.8% | Added |
| First Command Bank | 6,477 | $402.0K | 0.07% | −25−0.4% | Reduced |
| First Command Financial Services, Inc. | 6,477 | $402.0K | 0.07% | −25−0.4% | Reduced |
| Iowa State Bank | 6,510 | $403.0K | 0.11% | −1,955−23.1% | Reduced |
| Ausdal Financial Partners, Inc. | 6,506 | $403.0K | 0.06% | +603+10.2% | Added |
| Acorn Financial Advisory Services Inc | 6,517 | $404.0K | 0.13% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 6,521 | $404.0K | 0.13% | +230+3.7% | Added |
| Lee Danner & Bass Inc | 6,561 | $407.0K | 0.04% | +17+0.3% | Added |
| Toews Corp | 6,600 | $409.0K | 0.05% | +6,600 | New |
| Mark Sheptoff Financial Planning, LLC | 6,613 | $410.0K | 0.23% | −2,850−30.1% | Reduced |
| Frontier Wealth Management LLC | 6,634 | $411.0K | 0.03% | −89−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,655 | $412.0K | 0.09% | +715+12.0% | Added |
| Ameritas Investment Company, LLC | 6,658 | $413.0K | 0.02% | +1,690+34.0% | Added |
| Sunflower Bank, N.A. | 6,667 | $413.0K | 0.06% | +393+6.3% | Added |