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 |
|---|---|---|---|---|---|
| Summit Financial Group Inc | 11,418 | $707.0K | 0.26% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 11,461 | $710.0K | 0.30% | −10−0.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 11,602 | $716.0K | 0.03% | −7,381−38.9% | Reduced |
| First National Corp | 11,609 | $719.0K | 0.16% | +1,154+11.0% | Added |
| FinTrust Capital Advisors, LLC | 11,625 | $720.0K | 0.19% | +533+4.8% | Added |
| Mid Atlantic Financial Management Inc | 11,698 | $725.0K | 0.05% | −6−0.1% | Reduced |
| Country Trust Bank | 11,732 | $727.0K | 0.02% | +5,158+78.5% | Added |
| FineMark National Bank & Trust | 11,753 | $728.0K | 0.03% | −3,784−24.4% | Reduced |
| Shepherd Financial Partners LLC | 11,729 | $728.0K | 0.14% | −1,390−10.6% | Reduced |
| FDx Advisors, Inc. | 11,803 | $731.0K | 0.02% | +323+2.8% | Added |
| Aberdeen Wealth Management LLC | 11,832 | $733.0K | 0.71% | −215−1.8% | Reduced |
| Advisory Alpha, LLC | 11,838 | $734.0K | 0.05% | +574+5.1% | Added |
| Burney Co | 11,878 | $736.0K | 0.03% | −152−1.3% | Reduced |
| Vident Investment Advisory, LLC | 11,878 | $736.0K | 0.02% | +2,354+24.7% | Added |
| Marino, Stram & Associates LLC | 11,983 | $743.0K | 0.26% | +11,983 | New |
| Magnolia Capital Advisors LLC | 12,047 | $747.0K | 0.26% | −1,329−9.9% | Reduced |
| Sciencast Management LP | 12,144 | $748.0K | 0.21% | −1,778−12.8% | Reduced |
| Nomura Holdings Inc | 12,122 | $749.0K | 0.01% | +12,122 | New |
| 1832 Asset Management L.P. | 12,611 | $750.0K | 0.00% | +7,559+149.6% | Added |
| Altium Wealth Management LLC | 12,151 | $753.0K | 0.05% | −253−2.0% | Reduced |
| Peak Planning Group, LLC | 12,162 | $753.7K | 0.65% | +12,162 | New |
| Corient Capital Partners, LLC | 12,165 | $754.0K | 0.06% | +707+6.2% | Added |
| HBK Sorce Advisory LLC | 12,202 | $756.0K | 0.04% | +1,702+16.2% | Added |
| Sunbelt Securities, Inc. | 11,991 | $757.0K | 0.14% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 12,259 | $759.0K | 0.09% | −1,320−9.7% | Reduced |
| Kovack Advisors, Inc. | 12,253 | $759.0K | 0.08% | +50.0% | Added |
| O'Shaughnessy Asset Management, LLC | 12,261 | $760.0K | 0.02% | +1,032+9.2% | Added |
| Sculati Wealth Management, LLC | 12,280 | $761.0K | 0.40% | 00.0% | Unchanged |
| Henshaw Capital LLC | 12,288 | $761.5K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,317 | $763.0K | 0.02% | −3,261−20.9% | Reduced |
| Boston Trust Walden Corp | 12,389 | $768.0K | 0.01% | +214+1.8% | Added |
| Avantax Planning Partners, Inc. | 12,391 | $768.0K | 0.04% | +1,368+12.4% | Added |
| Centre Asset Management, LLC | 11,629 | $770.0K | 0.40% | +140+1.2% | Added |
| Mather Group, LLC. | 12,440 | $771.0K | 0.02% | −565−4.3% | Reduced |
| Allred Capital Management, LLC | 12,482 | $773.0K | 0.40% | −351−2.7% | Reduced |
| Teza Capital Management LLC | 12,497 | $774.0K | 0.37% | −31,732−71.7% | Reduced |
| V Wealth Advisors LLC | 12,505 | $775.0K | 0.12% | +123+1.0% | Added |
| Focus Financial Network, Inc. | 12,536 | $776.9K | 0.10% | 00.0% | Unchanged |
| Stableford Capital II LLC | 12,292 | $778.0K | 0.39% | −476−3.7% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 12,635 | $783.0K | 0.90% | +360+2.9% | Added |
| Comerica Securities,inc. | 12,647 | $784.0K | 0.06% | +229+1.8% | Added |
| Legacy Wealth Asset Management, LLC | 12,683 | $786.0K | 0.36% | +134+1.1% | Added |
| BancorpSouth Bank | 12,728 | $789.0K | 0.11% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 12,833 | $795.0K | 0.08% | −1,340−9.5% | Reduced |
| Plimoth Trust Co LLC | 12,912 | $801.0K | 0.23% | −160−1.2% | Reduced |
| Rocky Mountain Advisers, LLC | 12,925 | $801.0K | 0.98% | 00.0% | Unchanged |
| Resources Management Corp | 12,930 | $801.0K | 0.12% | +665+5.4% | Added |
| AdvisorNet Financial, Inc | 12,925 | $801.0K | 0.06% | +2,496+23.9% | Added |
| Linscomb & Williams, Inc. | 12,920 | $801.0K | 0.04% | +3,964+44.3% | Added |
| Meeder Asset Management Inc | 12,941 | $802.0K | 0.04% | +1,791+16.1% | Added |
| People's United Financial, Inc. | 12,985 | $805.0K | 0.02% | +1,001+8.4% | Added |
| International Assets Investment Management, LLC | 13,088 | $811.0K | 0.15% | −748−5.4% | Reduced |
| Empirical Finance, LLC | 13,198 | $818.0K | 0.12% | +763+6.1% | Added |
| HM Payson & Co | 13,229 | $820.0K | 0.02% | +10.0% | Added |
| Am Investment Strategies LLC | 13,259 | $822.0K | 0.22% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 13,333 | $826.0K | 0.03% | +125+0.9% | Added |
| Philadelphia Trust Co | 13,350 | $827.0K | 0.06% | −930−6.5% | Reduced |
| Allworth Financial LP | 13,385 | $829.0K | 0.01% | +5,582+71.5% | Added |
| Earnest Partners LLC | 13,477 | $835.0K | 0.01% | −1,318−8.9% | Reduced |
| Adirondack Trust Co | 13,417 | $836.0K | 0.40% | −15−0.1% | Reduced |
| Pacitti Group Inc. | 13,516 | $838.0K | 0.52% | +868+6.9% | Added |
| Welch & Forbes LLC | 13,526 | $839.0K | 0.01% | +1,218+9.9% | Added |
| TCW Group Inc | 13,559 | $840.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13,572 | $841.0K | 0.05% | −148−1.1% | Reduced |
| Wolverine Trading, LLC | 13,418 | $841.0K | 0.02% | −39−0.3% | Reduced |
| B. Riley Wealth Management, Inc. | 13,569 | $841.0K | 0.06% | +13,569 | New |
| Integrated Advisors Network LLC | 13,691 | $848.0K | 0.06% | +552+4.2% | Added |
| Old National Bancorp | 13,689 | $849.0K | 0.03% | +5,312+63.4% | Added |
| Bahl & Gaynor Inc | 13,716 | $850.0K | 0.01% | +70+0.5% | Added |
| Court Place Advisors, LLC | 13,802 | $855.0K | 0.25% | −800−5.5% | Reduced |
| Blue Fin Capital, Inc. | 13,813 | $856.0K | 0.26% | −684−4.7% | Reduced |
| Boston Private Wealth LLC | 13,807 | $856.0K | 0.01% | −195−1.4% | Reduced |
| Mitchell Sinkler & Starr | 13,865 | $859.0K | 0.78% | −150−1.1% | Reduced |
| Cresset Asset Management, LLC | 13,925 | $863.0K | 0.01% | +5,158+58.8% | Added |
| White Lighthouse Investment Management Inc. | 13,974 | $866.0K | 0.23% | −150−1.1% | Reduced |
| Chicago Trust Co NA | 13,977 | $866.0K | 0.19% | 00.0% | Unchanged |
| Allstate Corp | 13,991 | $867.0K | 0.04% | −1,341−8.7% | Reduced |
| Stokes Family Office, LLC | 14,047 | $871.0K | 0.12% | +362+2.6% | Added |
| TrinityPoint Wealth, LLC | 14,090 | $873.0K | 0.17% | +20.0% | Added |
| Citizens Financial Group Inc | 14,176 | $878.0K | 0.03% | +2,518+21.6% | Added |
| Longfellow Investment Management Co LLC | 14,263 | $884.0K | 0.14% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 14,261 | $884.0K | 0.21% | +328+2.4% | Added |
| Abbrea Capital, LLC | 14,267 | $884.0K | 0.13% | +400+2.9% | Added |
| Columbus Macro, LLC | 14,325 | $888.0K | 0.29% | −338−2.3% | Reduced |
| Tudor Investment Corp Et Al | 14,356 | $890.0K | 0.02% | −202,891−93.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,364 | $890.0K | 0.03% | −364−2.5% | Reduced |
| Atlantic Union Bankshares Corp | 14,396 | $892.0K | 0.08% | +482+3.5% | Added |
| Gateway Investment Advisers LLC | 14,515 | $899.0K | 0.01% | +1,981+15.8% | Added |
| Strategic Blueprint, LLC | 14,541 | $901.0K | 0.14% | +1,135+8.5% | Added |
| Chatham Capital Group, Inc. | 14,594 | $904.0K | 0.17% | −624−4.1% | Reduced |
| Arden Trust Co | 14,652 | $908.0K | 0.16% | −188−1.3% | Reduced |
| StrategIQ Financial Group, LLC | 14,693 | $911.0K | 0.18% | +150+1.0% | Added |
| Shikiar Asset Management Inc | 14,750 | $914.0K | 0.26% | +7,650+107.7% | Added |
| ARGI Investment Services, LLC | 14,776 | $916.0K | 0.03% | +8+0.1% | Added |
| Gleason Group, Inc. | 14,876 | $922.0K | 0.33% | +146+1.0% | Added |
| Mayfair Advisory Group, LLC | 14,768 | $922.0K | 1.41% | +950+6.9% | Added |
| Columbia Asset Management | 14,892 | $923.0K | 0.20% | −746−4.8% | Reduced |
| Guardian Investment Management | 14,910 | $923.0K | 0.68% | 00.0% | Unchanged |
| Diversified Trust Co | 14,904 | $924.0K | 0.03% | −3,409−18.6% | Reduced |
| Bristlecone Advisors, LLC | 14,914 | $924.0K | 0.12% | −1,200−7.4% | Reduced |