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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| Exane Derivatives | 8,360 | $518.0K | 0.13% | +1,202+16.8% | Added |
| Allegheny Financial Group LTD | 8,354 | $518.0K | 0.24% | +55+0.7% | Added |
| Lumature Wealth Partners, LLC | 8,343 | $517.0K | 0.21% | 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 |
| Beacon Financial Group | 8,226 | $515.0K | 0.07% | 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 |
| Gables Capital Management Inc. | 8,231 | $510.0K | 0.33% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 8,221 | $509.0K | 0.24% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,396 | $508.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Vestmark Advisory Solutions, Inc. | 8,167 | $506.0K | 0.03% | +3,971+94.6% | Added |
| ForthRight Wealth Management, LLC | 8,131 | $504.0K | 0.31% | +4,130+103.2% | Added |
| Groesbeck Investment Management Corp | 8,100 | $502.0K | 0.58% | +8,100 | New |
| 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 |
| Probity Advisors, Inc. | 8,042 | $498.0K | 0.10% | 00.0% | Unchanged |
| Stonnington Group, LLC | 7,905 | $495.0K | 0.11% | +1,800+29.5% | Added |
| 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 |
| AlphaCrest Capital Management LLC | 7,913 | $490.0K | 0.03% | −61,562−88.6% | Reduced |
| Peninsula Asset Management Inc | 7,890 | $489.0K | 0.25% | 00.0% | Unchanged |
| McLean Asset Management Corp | 7,718 | $488.0K | 0.19% | +7,718 | New |
| Great Lakes Advisors, LLC | 7,843 | $486.0K | 0.01% | −38−0.5% | Reduced |
| Archer Investment Corp | 7,800 | $483.4K | 0.18% | +500+6.8% | 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 |
| 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 |
| 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 |
| 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 |
| Beacon Investment Advisory Services, Inc. | 7,614 | $472.0K | 0.02% | −2,250−22.8% | Reduced |
| Aviance Capital Partners, LLC | 7,598 | $471.0K | 0.08% | +447+6.3% | Added |
| J. L. Bainbridge & Co., Inc. | 7,580 | $470.0K | 0.06% | +60+0.8% | Added |
| Glen Eagle Advisors, LLC | 7,541 | $467.3K | 0.14% | −25−0.3% | Reduced |
| Firestone Capital Management | 7,719 | $467.0K | 0.15% | 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 |
| Cobblestone Capital Advisors LLC | 7,474 | $463.0K | 0.03% | 00.0% | Unchanged |
| Gratus Capital LLC | 7,449 | $462.0K | 0.05% | +1,016+15.8% | Added |
| Financial Advisory Service, Inc. | 7,420 | $460.0K | 0.04% | +1,482+25.0% | Added |
| Marco Investment Management LLC | 7,363 | $456.0K | 0.05% | 00.0% | Unchanged |
| LCNB Corp | 7,343 | $455.0K | 0.23% | −1,575−17.7% | Reduced |
| Nations Financial Group Inc, | 7,315 | $453.0K | 0.07% | +105+1.5% | Added |
| Glenview Trust Co | 7,291 | $452.0K | 0.02% | +1,736+31.3% | Added |
| 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 |
| Sequoia Financial Advisors, LLC | 7,191 | $446.0K | 0.05% | −8,305−53.6% | Reduced |
| Ritholtz Wealth Management | 7,179 | $445.0K | 0.03% | −439−5.8% | Reduced |
| Berger Financial Group, Inc | 7,153 | $443.0K | 0.08% | 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 |
| Baldwin Brothers Inc | 7,117 | $441.0K | 0.05% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 7,086 | $439.0K | 0.07% | −200−2.7% | Reduced |
| Lathrop Investment Management Corp | 7,070 | $438.0K | 0.09% | −50−0.7% | Reduced |
| BT Wealth Management LLC | 7,051 | $437.0K | 0.14% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 7,042 | $436.0K | 0.21% | +25+0.4% | 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 |
| David J Yvars Group | 7,008 | $433.0K | 0.25% | +4+0.1% | Added |
| Means Investment Co., Inc. | 6,966 | $432.0K | 0.09% | +484+7.5% | Added |
| 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 |
| Greylin Investment Mangement Inc | 6,875 | $426.0K | 0.09% | 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 |
| 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 |
| Advisors Capital Management, LLC | 6,772 | $420.0K | 0.01% | −34−0.5% | Reduced |
| 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 |
| 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 |
| Concord Wealth Partners | 6,720 | $416.0K | 0.17% | −270−3.9% | Reduced |
| Independent Financial Group, LLC | 6,667 | $413.2K | 0.04% | +249+3.9% | 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 |
| Advisor OS, LLC | 6,672 | $413.0K | 0.09% | +909+15.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,655 | $412.0K | 0.09% | +715+12.0% | Added |
| Frontier Wealth Management LLC | 6,634 | $411.0K | 0.03% | −89−1.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 6,613 | $410.0K | 0.23% | −2,850−30.1% | Reduced |
| Toews Corp | 6,600 | $409.0K | 0.05% | +6,600 | New |
| Lee Danner & Bass Inc | 6,561 | $407.0K | 0.04% | +17+0.3% | Added |
| Acorn Financial Advisory Services Inc | 6,517 | $404.0K | 0.13% | 00.0% | Unchanged |