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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 6,672 | $413.0K | 0.09% | +909+15.8% | Added |
| Independent Financial Group, LLC | 6,667 | $413.2K | 0.04% | +249+3.9% | Added |
| Concord Wealth Partners | 6,720 | $416.0K | 0.17% | −270−3.9% | Reduced |
| Moloney Securities Asset Management, LLC | 6,727 | $417.0K | 0.08% | −24−0.4% | Reduced |
| EPG Wealth Management LLC | 6,723 | $417.0K | 0.17% | +66+1.0% | Added |
| Cohen Investment Advisors LLC | 6,756 | $419.0K | 0.32% | +28+0.4% | Added |
| Gradient Investments LLC | 6,766 | $419.0K | 0.01% | +173+2.6% | Added |
| Advisors Capital Management, LLC | 6,772 | $420.0K | 0.01% | −34−0.5% | Reduced |
| Girard Partners Ltd. | 6,854 | $424.0K | 0.05% | −1,984−22.4% | Reduced |
| Aldebaran Financial Inc. | 6,850 | $424.0K | 0.36% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,855 | $425.0K | 0.06% | −194−2.8% | Reduced |
| Keystone Financial Planning, Inc. | 6,860 | $425.0K | 0.15% | 00.0% | Unchanged |
| Telemus Capital, LLC | 6,857 | $425.0K | 0.04% | +899+15.1% | Added |
| Greylin Investment Mangement Inc | 6,875 | $426.0K | 0.09% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,888 | $427.0K | 0.07% | −724−9.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $427.0K | 0.12% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,966 | $432.0K | 0.09% | +484+7.5% | Added |
| David J Yvars Group | 7,008 | $433.0K | 0.25% | +4+0.1% | Added |
| Qtron Investments LLC | 7,020 | $435.0K | 0.12% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 7,012 | $435.0K | 0.21% | +300+4.5% | Added |
| Wealth Alliance Advisory Group, LLC | 7,042 | $436.0K | 0.21% | +25+0.4% | Added |
| BT Wealth Management LLC | 7,051 | $437.0K | 0.14% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 7,070 | $438.0K | 0.09% | −50−0.7% | Reduced |
| Davy Global Fund Management Ltd | 7,086 | $439.0K | 0.07% | −200−2.7% | Reduced |
| Baldwin Brothers Inc | 7,117 | $441.0K | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 7,128 | $442.0K | 0.00% | −664−8.5% | Reduced |
| Point72 Hong Kong Ltd | 7,126 | $442.0K | 0.03% | +558+8.5% | Added |
| Berger Financial Group, Inc | 7,153 | $443.0K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 7,179 | $445.0K | 0.03% | −439−5.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,191 | $446.0K | 0.05% | −8,305−53.6% | Reduced |
| Marietta Wealth Management, LLC | 7,256 | $450.0K | 0.10% | −700−8.8% | Reduced |
| Cambridge Trust Co | 7,258 | $450.0K | 0.02% | −185−2.5% | Reduced |
| Glenview Trust Co | 7,291 | $452.0K | 0.02% | +1,736+31.3% | Added |
| Nations Financial Group Inc, | 7,315 | $453.0K | 0.07% | +105+1.5% | Added |
| LCNB Corp | 7,343 | $455.0K | 0.23% | −1,575−17.7% | Reduced |
| Marco Investment Management LLC | 7,363 | $456.0K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 7,420 | $460.0K | 0.04% | +1,482+25.0% | Added |
| Gratus Capital LLC | 7,449 | $462.0K | 0.05% | +1,016+15.8% | Added |
| Cobblestone Capital Advisors LLC | 7,474 | $463.0K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,501 | $465.0K | 0.04% | +254+3.5% | Added |
| Ropes Wealth Advisors LLC | 7,500 | $465.0K | 0.07% | +7,500 | New |
| Firestone Capital Management | 7,719 | $467.0K | 0.15% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7,541 | $467.3K | 0.14% | −25−0.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 7,580 | $470.0K | 0.06% | +60+0.8% | Added |
| Aviance Capital Partners, LLC | 7,598 | $471.0K | 0.08% | +447+6.3% | Added |
| Beacon Investment Advisory Services, Inc. | 7,614 | $472.0K | 0.02% | −2,250−22.8% | Reduced |
| Mosaic Family Wealth, LLC | 7,683 | $476.0K | 0.13% | −64−0.8% | Reduced |
| Bath Savings Trust Co | 7,677 | $476.0K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7,689 | $476.0K | 0.12% | +86+1.1% | Added |
| AMG National Trust Bank | 7,723 | $479.0K | 0.02% | +1,428+22.7% | Added |
| Jones Financial Companies LLLP | 7,733 | $479.0K | 0.00% | +2,617+51.2% | Added |
| Wealth Dimensions Group, Ltd. | 7,738 | $480.0K | 0.31% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 7,749 | $480.0K | 0.11% | +2,117+37.6% | Added |
| Cornerstone Wealth Group, LLC | 7,799 | $483.0K | 0.09% | +85+1.1% | Added |
| Equitable Holdings, Inc. | 7,794 | $483.0K | 0.01% | +8+0.1% | Added |
| Archer Investment Corp | 7,800 | $483.4K | 0.18% | +500+6.8% | Added |
| Great Lakes Advisors, LLC | 7,843 | $486.0K | 0.01% | −38−0.5% | Reduced |
| McLean Asset Management Corp | 7,718 | $488.0K | 0.19% | +7,718 | New |
| Peninsula Asset Management Inc | 7,890 | $489.0K | 0.25% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 7,913 | $490.0K | 0.03% | −61,562−88.6% | Reduced |
| Verity Asset Management, Inc. | 7,931 | $491.0K | 0.32% | −2,571−24.5% | Reduced |
| First Hawaiian Bank | 7,926 | $491.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 7,927 | $491.0K | 0.01% | +1,589+25.1% | Added |
| Stonnington Group, LLC | 7,905 | $495.0K | 0.11% | +1,800+29.5% | Added |
| Probity Advisors, Inc. | 8,042 | $498.0K | 0.10% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 8,049 | $499.0K | 0.06% | −327−3.9% | Reduced |
| Cadence Bank NA | 8,053 | $499.0K | 0.15% | −204−2.5% | Reduced |
| Biltmore Capital Advisors LLC | 8,053 | $499.0K | 0.09% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 8,100 | $502.0K | 0.58% | +8,100 | New |
| ForthRight Wealth Management, LLC | 8,131 | $504.0K | 0.31% | +4,130+103.2% | Added |
| Vestmark Advisory Solutions, Inc. | 8,167 | $506.0K | 0.03% | +3,971+94.6% | Added |
| MEMBERS Trust Co | 8,093 | $507.0K | 0.02% | −950−10.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,180 | $507.0K | 0.07% | +3,570+77.4% | Added |
| Flagship Harbor Advisors, LLC | 8,396 | $508.0K | 0.05% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 8,221 | $509.0K | 0.24% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 8,231 | $510.0K | 0.33% | 00.0% | Unchanged |
| Resource Management, LLC | 8,275 | $513.0K | 0.06% | +12+0.1% | Added |
| Essex Savings Bank | 7,804 | $513.0K | 0.19% | +200+2.6% | Added |
| Beacon Financial Group | 8,226 | $515.0K | 0.07% | 00.0% | Unchanged |
| Bremer Bank National Association | 8,327 | $516.0K | 0.10% | −146−1.7% | Reduced |
| Fundamentun, LLC | 8,326 | $516.0K | 0.09% | +8,326 | New |
| Lumature Wealth Partners, LLC | 8,343 | $517.0K | 0.21% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 8,354 | $518.0K | 0.24% | +55+0.7% | Added |
| Exane Derivatives | 8,360 | $518.0K | 0.13% | +1,202+16.8% | Added |
| Symphony Financial, Ltd. Co. | 8,306 | $520.0K | 0.18% | −253−3.0% | Reduced |
| Perpetual Investment Management Ltd | 8,384 | $520.0K | 0.07% | 00.0% | Unchanged |
| First National Bank of South Miami | 8,399 | $521.0K | 0.35% | −11−0.1% | Reduced |
| Intrua Financial, LLC | 8,316 | $521.0K | 0.10% | +4,245+104.3% | Added |
| Virtue Capital Management, LLC | 8,419 | $522.0K | 0.09% | −184−2.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,417 | $522.0K | 0.05% | −6−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 8,447 | $523.0K | 0.03% | +37+0.4% | Added |
| KMG Fiduciary Partners, LLC | 8,444 | $523.0K | 0.09% | +100+1.2% | Added |
| Burke & Herbert Bank & Trust Co | 8,469 | $525.0K | 0.34% | +1,300+18.1% | Added |
| Trexquant Investment LP | 8,466 | $525.0K | 0.04% | +8,466 | New |
| CSM Advisors, LLC | 8,526 | $528.0K | 0.04% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 8,526 | $528.0K | 0.09% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 8,517 | $528.0K | 0.18% | +232+2.8% | Added |
| Sentry Investment Management LLC | 8,544 | $529.0K | 0.15% | −2,640−23.6% | Reduced |
| United Capital Management of KS, Inc. | 8,541 | $529.0K | 0.22% | −353−4.0% | Reduced |
| North Star Investment Management Corp. | 8,540 | $529.0K | 0.04% | 00.0% | Unchanged |