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 |
|---|---|---|---|---|---|
| Intersect Capital LLC | 8,529 | $529.0K | 0.09% | +281+3.4% | Added |
| Pendal Group Limited | 8,543 | $530.0K | 0.00% | −6,081−41.6% | Reduced |
| Moseley Investment Management Inc | 8,588 | $530.0K | 0.27% | 00.0% | Unchanged |
| Element Wealth, LLC | 8,556 | $530.0K | 0.42% | +29+0.3% | Added |
| Great Valley Advisor Group, Inc. | 8,585 | $532.0K | 0.04% | +106+1.3% | Added |
| Optimum Investment Advisors | 8,667 | $537.0K | 0.23% | −1,586−15.5% | Reduced |
| Claraphi Advisory Network, LLC | 8,685 | $538.0K | 0.19% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 8,698 | $539.0K | 0.05% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 8,755 | $543.0K | 0.04% | −1,230−12.3% | Reduced |
| Gladstone Institutional Advisory LLC | 8,768 | $543.0K | 0.05% | +3,580+69.0% | Added |
| Alaethes Wealth LLC | 8,783 | $544.0K | 0.40% | −522−5.6% | Reduced |
| Gofen & Glossberg LLC | 8,817 | $546.0K | 0.01% | −1,496−14.5% | Reduced |
| Valmark Advisers, Inc. | 8,885 | $551.0K | 0.01% | −1,293−12.7% | Reduced |
| Transcend Wealth Collective, LLC | 8,731 | $552.0K | 0.05% | +203+2.4% | Added |
| Edge Capital Group, LLC | 8,944 | $554.0K | 0.04% | +37+0.4% | Added |
| TrueWealth Advisors, LLC | 8,960 | $555.0K | 0.31% | +30+0.3% | Added |
| Asset Management Corp | 9,011 | $558.0K | 0.35% | −629−6.5% | Reduced |
| Fort Washington Investment Advisors Inc | 8,999 | $558.0K | 0.00% | +8,999 | New |
| Krane Funds Advisors LLC | 9,027 | $559.0K | 0.01% | −8,244−47.7% | Reduced |
| Montecito Bank & Trust | 9,026 | $559.0K | 0.11% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,059 | $561.0K | 0.01% | −1,580−14.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $561.0K | 0.27% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,060 | $561.0K | 0.02% | +37+0.4% | Added |
| Gilbert & Cook, Inc. | 9,051 | $561.0K | 0.10% | +346+4.0% | Added |
| Carmichael Hill & Associates, Inc. | 9,089 | $563.0K | 0.32% | +13+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 9,093 | $563.5K | 0.01% | −294−3.1% | Reduced |
| Bartlett & Co. LLC | 9,093 | $564.0K | 0.01% | −294−3.1% | Reduced |
| ACG Wealth | 9,112 | $565.0K | 0.07% | +21+0.2% | Added |
| Bridges Investment Management Inc | 9,150 | $567.0K | 0.02% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 9,166 | $568.0K | 0.04% | −970−9.6% | Reduced |
| LVZ Advisors, Inc. | 9,209 | $571.0K | 0.08% | −183−1.9% | Reduced |
| Claro Advisors LLC | 9,222 | $571.0K | 0.24% | +571+6.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 9,241 | $573.0K | 0.46% | +337+3.8% | Added |
| Symmetry Partners, LLC | 9,273 | $575.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,298 | $576.0K | 0.07% | −52,257−84.9% | Reduced |
| Nwam LLC | 9,337 | $579.0K | 0.05% | −780−7.7% | Reduced |
| CoreFirst Bank & Trust | 9,374 | $581.0K | 0.40% | −900−8.8% | Reduced |
| Benin Management CORP | 9,462 | $586.0K | 0.19% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 9,467 | $587.0K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 9,451 | $590.0K | 0.52% | +1,367+16.9% | Added |
| Constitution Capital LLC | 9,594 | $595.0K | 0.36% | +600+6.7% | Added |
| Cypress Capital Group | 9,650 | $598.0K | 0.08% | −446−4.4% | Reduced |
| Acorn Wealth Advisors, LLC | 9,666 | $599.0K | 0.42% | +84+0.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,673 | $599.0K | 0.22% | +256+2.7% | Added |
| Machina Capital S.A.S. | 9,700 | $601.0K | 1.30% | +5,773+147.0% | Added |
| Toroso Investments, LLC | 9,725 | $603.0K | 0.02% | +1,956+25.2% | Added |
| Reilly Financial Advisors, LLC | 9,757 | $605.0K | 0.05% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 9,797 | $607.0K | 0.22% | −889−8.3% | Reduced |
| Wrapmanager Inc | 9,813 | $608.0K | 0.16% | −68−0.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 9,842 | $610.0K | 0.19% | +1,682+20.6% | Added |
| Motco | 9,855 | $611.0K | 0.04% | −378−3.7% | Reduced |
| Ancora Advisors, LLC | 9,870 | $612.0K | 0.02% | −44−0.4% | Reduced |
| Sunburst Financial Group, LLC | 9,893 | $613.0K | 0.38% | −51−0.5% | Reduced |
| Financial Advocates Investment Management | 9,930 | $616.0K | 0.04% | −131−1.3% | Reduced |
| Global Retirement Partners, LLC | 9,939 | $616.0K | 0.06% | +594+6.4% | Added |
| Beaumont Financial Partners, LLC | 9,953 | $617.0K | 0.05% | +112+1.1% | Added |
| Virtu Financial LLC | 9,980 | $618.0K | 0.05% | −7,563−43.1% | Reduced |
| Horizon Investments, LLC | 10,094 | $619.0K | 0.02% | −3,375−25.1% | Reduced |
| Palladium Partners LLC | 9,986 | $619.0K | 0.03% | −825−7.6% | Reduced |
| Change Path, LLC | 10,018 | $621.0K | 0.04% | +2,800+38.8% | Added |
| Meiji Yasuda Life Insurance Co | 10,043 | $622.0K | 0.01% | −800−7.4% | Reduced |
| Hoylecohen, LLC | 10,052 | $623.0K | 0.06% | +372+3.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,156 | $629.0K | 0.10% | −31−0.3% | Reduced |
| Denali Advisors LLC | 10,200 | $632.0K | 0.26% | +4,200+70.0% | Added |
| DuPont Capital Management Corp | 10,209 | $633.0K | 0.02% | −3,168−23.7% | Reduced |
| Conning Inc. | 10,296 | $638.0K | 0.02% | −2,269−18.1% | Reduced |
| Cornerstone Management, Inc. | 10,327 | $639.9K | 0.17% | +20.0% | Added |
| Successful Portfolios LLC | 10,349 | $641.0K | 0.38% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10,353 | $642.0K | 0.35% | −275−2.6% | Reduced |
| Greenleaf Trust | 10,379 | $643.0K | 0.01% | +778+8.1% | Added |
| NEXT Financial Group, Inc | 10,380 | $643.0K | 0.05% | +2,779+36.6% | Added |
| Premier Asset Management LLC | 10,375 | $643.0K | 0.09% | +2,850+37.9% | Added |
| Monetary Management Group Inc | 10,376 | $643.0K | 0.18% | +3,650+54.3% | Added |
| Rowland & Co Investment Counsel | 12,406 | $643.3K | 0.22% | −1,197−8.8% | Reduced |
| Gotham Asset Management, LLC | 10,415 | $645.0K | 0.03% | +512+5.2% | Added |
| Clarius Group, LLC | 10,460 | $648.0K | 0.06% | +290+2.9% | Added |
| Caldwell Trust Co | 10,484 | $649.7K | 0.08% | +284+2.8% | Added |
| Wealthcare Advisory Partners LLC | 10,509 | $651.0K | 0.04% | +1,636+18.4% | Added |
| Wealthsource Partners, LLC | 10,526 | $652.0K | 0.06% | −69−0.7% | Reduced |
| Country Club Trust Company, n.a. | 10,453 | $655.0K | 0.06% | +35+0.3% | Added |
| Simplex Trading, LLC | 10,739 | $660.0K | 0.02% | −500−4.4% | Reduced |
| Chesley Taft & Associates LLC | 10,652 | $660.0K | 0.04% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 10,724 | $665.0K | 0.29% | −626−5.5% | Reduced |
| Checchi Capital Advisers, LLC | 10,768 | $667.0K | 0.08% | −510−4.5% | Reduced |
| Roberts Glore & Co Inc | 10,773 | $668.0K | 0.20% | −60−0.6% | Reduced |
| Palumbo Wealth Management LLC | 10,817 | $670.0K | 0.44% | −1,187−9.9% | Reduced |
| First Dallas Securities Inc. | 10,823 | $671.0K | 0.46% | 00.0% | Unchanged |
| Cutler Group LP | 10,833 | $671.0K | 0.05% | +5,101+89.0% | Added |
| Carnegie Capital Asset Management, LLC | 10,893 | $675.0K | 0.03% | +660+6.4% | Added |
| Franklin Street Advisors Inc | 10,902 | $676.0K | 0.06% | +318+3.0% | Added |
| Trustcore Financial Services, LLC | 11,003 | $682.0K | 0.07% | −78−0.7% | Reduced |
| Sawtooth Solutions, LLC | 10,995 | $682.0K | 0.10% | +1,343+13.9% | Added |
| Chilton Capital Management LLC | 11,030 | $684.0K | 0.04% | −491−4.3% | Reduced |
| Congress Asset Management Co | 11,079 | $687.0K | 0.01% | +999+9.9% | Added |
| Ascent Wealth Partners, LLC | 11,100 | $688.0K | 0.13% | +2,946+36.1% | Added |
| IHT Wealth Management, LLC | 11,124 | $689.0K | 0.06% | −8,420−43.1% | Reduced |
| Haverford Trust Co | 11,167 | $692.0K | 0.01% | +4,275+62.0% | Added |
| Juncture Wealth Strategies, LLC | 11,211 | $695.0K | 0.37% | −64−0.6% | Reduced |
| Farmers Trust Co | 11,257 | $695.0K | 0.15% | 00.0% | Unchanged |
| Fiduciary Trust Co | 11,273 | $698.0K | 0.01% | −500−4.2% | Reduced |