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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 14,930 | $925.0K | 0.10% | +739+5.2% | Added |
| PSI Advisors, LLC | 14,953 | $926.0K | 0.43% | −1,470−9.0% | Reduced |
| SignalPoint Asset Management, LLC | 14,983 | $927.0K | 0.30% | −558−3.6% | Reduced |
| Intrust Bank NA | 14,955 | $927.0K | 0.12% | +964+6.9% | Added |
| ICW Investment Advisors LLC | 15,038 | $932.0K | 0.60% | +236+1.6% | Added |
| Meridian Wealth Management, LLC | 15,050 | $933.0K | 0.12% | +949+6.7% | Added |
| Arrow Financial Corp | 15,216 | $943.0K | 0.12% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 15,239 | $944.0K | 0.17% | +15,239 | New |
| Lazard Asset Management LLC | 15,261 | $945.0K | 0.00% | −478−3.0% | Reduced |
| ProVise Management Group, LLC | 15,305 | $948.0K | 0.09% | −1,932−11.2% | Reduced |
| Biltmore Family Office, LLC | 15,291 | $948.0K | 0.23% | −500−3.2% | Reduced |
| Park Avenue Securities LLC | 15,304 | $948.0K | 0.02% | +371+2.5% | Added |
| EP Wealth Advisors, LLC | 15,362 | $952.0K | 0.03% | −3,472−18.4% | Reduced |
| United Bank | 15,438 | $957.0K | 0.13% | 00.0% | Unchanged |
| Camden Capital, LLC | 15,438 | $957.0K | 0.19% | +3,900+33.8% | Added |
| Islay Capital Management, LLC | 15,489 | $960.0K | 0.74% | +883+6.0% | Added |
| American Portfolios Advisors | 15,511 | $961.2K | 0.04% | +124+0.8% | Added |
| Twin Capital Management Inc | 15,577 | $965.0K | 0.10% | −1,490−8.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 15,589 | $966.0K | 0.35% | −17−0.1% | Reduced |
| Vestcor Inc | 15,602 | $967.0K | 0.03% | −62,718−80.1% | Reduced |
| First United Bank Trust | 15,606 | $967.0K | 0.39% | −85−0.5% | Reduced |
| Good Life Advisors, LLC | 15,742 | $976.0K | 0.13% | +3,375+27.3% | Added |
| Integrated Wealth Concepts LLC | 15,872 | $984.0K | 0.03% | +1,133+7.7% | Added |
| Shell Asset Management Co | 16,011 | $992.0K | 0.02% | −14,095−46.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,901 | $993.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 16,105 | $998.0K | 0.22% | +46+0.3% | Added |
| Rodgers Brothers Inc. | 16,218 | $1.00M | 0.20% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,237 | $1.01M | 0.09% | +4,068+33.4% | Added |
| Elevated Capital Advisors, LLC | 16,276 | $1.01M | 0.35% | +16,276 | New |
| Personal Cfo Solutions, LLC | 16,423 | $1.02M | 0.21% | −17−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,469 | $1.02M | 0.27% | 00.0% | Unchanged |
| Bessemer Group Inc | 16,481 | $1.02M | 0.00% | +8,300+101.5% | Added |
| LaFleur & Godfrey LLC | 16,625 | $1.03M | 0.14% | +450+2.8% | Added |
| Silvercrest Asset Management Group LLC | 16,686 | $1.03M | 0.01% | −454−2.6% | Reduced |
| Clearstead Advisors, LLC | 16,697 | $1.03M | 0.08% | +858+5.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 16,711 | $1.04M | 0.02% | −20.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,769 | $1.04M | 0.34% | +154+0.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 16,772 | $1.04M | 0.01% | +3,044+22.2% | Added |
| Woodstock Corp | 16,802 | $1.04M | 0.12% | +125+0.7% | Added |
| Hills Bank & Trust Co | 16,827 | $1.04M | 0.16% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16,898 | $1.05M | 0.28% | 00.0% | Unchanged |
| Park National Corp | 16,923 | $1.05M | 0.04% | −169−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,955 | $1.05M | 0.27% | +1,522+9.9% | Added |
| Mountain Capital Investment Advisors, Inc | 16,819 | $1.05M | 0.56% | +518+3.2% | Added |
| Spire Wealth Management | 16,991 | $1.05M | 0.03% | −2,260−11.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.05M | 0.14% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 17,015 | $1.05M | 0.29% | +1,640+10.7% | Added |
| Wetherby Asset Management Inc | 17,029 | $1.05M | 0.07% | −406−2.3% | Reduced |
| Griffin Asset Management, Inc. | 17,062 | $1.06M | 0.14% | +10.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,055 | $1.06M | 0.46% | +29+0.2% | Added |
| Wealthspire Advisors, LLC | 17,077 | $1.06M | 0.02% | +12,170+248.0% | Added |
| McMillion Capital Management Inc | 17,166 | $1.06M | 0.63% | +1,420+9.0% | Added |
| Creative Financial Designs Inc | 17,216 | $1.07M | 0.18% | +1,396+8.8% | Added |
| AllGen Financial Advisors, Inc. | 42,158 | $1.07M | 0.87% | +42,158 | New |
| Calamos Wealth Management LLC | 17,293 | $1.07M | 0.09% | −9,828−36.2% | Reduced |
| Trust Co of Vermont | 17,304 | $1.07M | 0.08% | +350+2.1% | Added |
| Patton Albertson Miller Group, LLC | 17,306 | $1.07M | 0.20% | +3,827+28.4% | Added |
| Blueshift Asset Management, LLC | 17,388 | $1.08M | 0.06% | +9,841+130.4% | Added |
| Ipswich Investment Management Co., Inc. | 17,509 | $1.08M | 0.28% | −150−0.8% | Reduced |
| Vontobel Holding Ltd. | 17,549 | $1.09M | 0.01% | +783+4.7% | Added |
| Berkeley Capital Partners, LLC | 17,557 | $1.09M | 0.50% | −155−0.9% | Reduced |
| Red Door Wealth Management, LLC | 17,616 | $1.09M | 0.42% | −55−0.3% | Reduced |
| KG&L Capital Management,LLC | 17,735 | $1.10M | 0.48% | +478+2.8% | Added |
| Venture Visionary Partners LLC | 17,829 | $1.10M | 0.08% | +4,916+38.1% | Added |
| Tdam USA Inc. | 17,935 | $1.11M | 0.07% | 00.0% | Unchanged |
| Adviser Investments LLC | 17,947 | $1.11M | 0.08% | +373+2.1% | Added |
| Asset Advisors Investment Management, LLC | 17,962 | $1.11M | 0.12% | −457−2.5% | Reduced |
| Colony Group LLC | 17,980 | $1.11M | 0.02% | +11,239+166.7% | Added |
| Detalus Advisors, LLC | 18,095 | $1.12M | 0.57% | +851+4.9% | Added |
| Kestra Private Wealth Services, LLC | 18,097 | $1.12M | 0.06% | +3,781+26.4% | Added |
| Veriti Management LLC | 18,109 | $1.12M | 0.16% | +2,646+17.1% | Added |
| KCM Investment Advisors LLC | 18,202 | $1.13M | 0.04% | −1,884−9.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 18,246 | $1.13M | 0.21% | −373−2.0% | Reduced |
| Worldquant Millennium Advisors LLC | 18,364 | $1.14M | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 18,451 | $1.14M | 0.54% | +10.0% | Added |
| LBMC Investment Advisors, LLC | 1,552 | $1.14M | 0.11% | −16,235−91.3% | Reduced |
| Stock Yards Bank & Trust Co | 18,479 | $1.15M | 0.07% | −475−2.5% | Reduced |
| IFP Advisors, Inc | 18,566 | $1.15M | 0.02% | +1,236+7.1% | Added |
| SeaCrest Wealth Management, LLC | 18,689 | $1.16M | 0.14% | +90+0.5% | Added |
| Wellington Shields & Co., LLC | 18,721 | $1.16M | 0.40% | +50+0.3% | Added |
| Barnett & Company, Inc. | 18,725 | $1.16M | 0.87% | +3,225+20.8% | Added |
| Moody National Bank Trust Division | 18,733 | $1.16M | 0.02% | −348−1.8% | Reduced |
| Mutual Advisors, LLC | 18,766 | $1.16M | 0.07% | +390+2.1% | Added |
| Keudell/Morrison Wealth Management | 18,794 | $1.17M | 0.50% | +225+1.2% | Added |
| Richard P Slaughter Associates Inc | 18,880 | $1.17M | 0.46% | +861+4.8% | Added |
| Segall Bryant & Hamill, LLC | 18,885 | $1.17M | 0.01% | +4,206+28.7% | Added |
| HawsGoodwin Investment Management LLC | 18,897 | $1.17M | 0.36% | −33−0.2% | Reduced |
| Texas Yale Capital Corp. | 18,903 | $1.17M | 0.07% | +650+3.6% | Added |
| Capital Investment Advisory Services, LLC | 18,936 | $1.17M | 0.15% | −11−0.1% | Reduced |
| Hilltop Holdings Inc. | 18,935 | $1.17M | 0.13% | +2,983+18.7% | Added |
| Evercore Wealth Management, LLC | 18,943 | $1.17M | 0.02% | −20−0.1% | Reduced |
| Delta Asset Management LLC | 18,966 | $1.18M | 0.11% | +455+2.5% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.18M | 0.20% | 00.0% | Unchanged |
| Bank Ozk | 19,023 | $1.18M | 0.53% | −1,724−8.3% | Reduced |
| Chemung Canal Trust Co | 19,064 | $1.18M | 0.23% | +870+4.8% | Added |
| Old Port Advisors | 18,898 | $1.19M | 0.43% | +2,564+15.7% | Added |
| Merit Financial Group, LLC | 19,164 | $1.19M | 0.12% | +180+0.9% | Added |
| Private Trust Co NA | 19,381 | $1.20M | 0.17% | +510+2.7% | Added |
| Ieq Capital, LLC | 19,515 | $1.21M | 0.03% | +12,821+191.5% | Added |
| Engineers Gate Manager LP | 19,608 | $1.22M | 0.07% | +14,239+265.2% | Added |