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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 6,521 | $404.0K | 0.13% | +230+3.7% | Added |
| Iowa State Bank | 6,510 | $403.0K | 0.11% | −1,955−23.1% | Reduced |
| Ausdal Financial Partners, Inc. | 6,506 | $403.0K | 0.06% | +603+10.2% | Added |
| First Command Bank | 6,477 | $402.0K | 0.07% | −25−0.4% | Reduced |
| First Command Financial Services, Inc. | 6,477 | $402.0K | 0.07% | −25−0.4% | Reduced |
| Investment Management of Virginia LLC | 6,449 | $400.0K | 0.08% | +177+2.8% | Added |
| Exencial Wealth Advisors, LLC | 6,447 | $400.0K | 0.02% | +2,171+50.8% | Added |
| Charter Trust Co | 6,440 | $399.0K | 0.04% | −102−1.6% | Reduced |
| IVC Wealth Advisors LLC | 6,409 | $397.0K | 0.27% | −408−6.0% | Reduced |
| Triumph Capital Management | 6,375 | $395.0K | 0.19% | −30−0.5% | Reduced |
| Valley Brook Capital Group | 6,359 | $394.0K | 0.39% | −99−1.5% | Reduced |
| Archford Capital Strategies, LLC | 6,347 | $393.0K | 0.09% | −66−1.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,325 | $392.0K | 0.03% | −10.0% | Reduced |
| Bank of Stockton | 6,277 | $389.0K | 0.12% | −2,286−26.7% | Reduced |
| Sawyer & Company, Inc | 6,278 | $389.0K | 0.18% | −102−1.6% | Reduced |
| Principal Street Partners, LLC | 6,232 | $387.0K | 0.11% | −160−2.5% | Reduced |
| Formidable Asset Management, LLC | 6,185 | $383.0K | 0.07% | +2,177+54.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 6,132 | $380.0K | 0.01% | +194+3.3% | Added |
| Meristem Family Wealth, LLC | 6,050 | $375.0K | 0.04% | +150+2.5% | Added |
| Keystone Financial Group | 6,003 | $372.0K | 0.07% | −297−4.7% | Reduced |
| Schulhoff & Co Inc | 6,000 | $371.0K | 0.17% | 00.0% | Unchanged |
| Covington Capital Management | 5,973 | $370.0K | 0.01% | +41+0.7% | Added |
| Duncker Streett & Co Inc | 5,960 | $369.0K | 0.07% | −1,317−18.1% | Reduced |
| Verus Financial Partners, Inc. | 5,904 | $369.0K | 0.06% | +54+0.9% | Added |
| Beese Fulmer Investment Management, Inc. | 5,920 | $367.0K | 0.04% | −100−1.7% | Reduced |
| Heritage Investors Management Corp | 5,917 | $367.0K | 0.02% | +200+3.5% | Added |
| Woodward Diversified Capital, LLC | 5,915 | $367.0K | 0.23% | +502+9.3% | Added |
| Summit Asset Management, LLC | 5,916 | $367.0K | 0.11% | +611+11.5% | Added |
| Ingalls & Snyder LLC | 5,912 | $366.0K | 0.02% | −1,388−19.0% | Reduced |
| Mathes Company, Inc. | 5,900 | $366.0K | 0.14% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 5,896 | $365.0K | 0.06% | +5,896 | New |
| Aevitas Wealth Management, Inc. | 5,873 | $364.0K | 0.23% | −124−2.1% | Reduced |
| Red Wave Investments LLC | 5,878 | $364.0K | 0.13% | +447+8.2% | Added |
| Deseret Mutual Benefit Administrators | 5,819 | $361.0K | 0.07% | −1,618−21.8% | Reduced |
| First National Bank & Trust Co of Newtown | 5,823 | $361.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 5,814 | $360.0K | 0.27% | −600−9.4% | Reduced |
| Chicago Capital, LLC | 5,805 | $360.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5,814 | $360.0K | 0.08% | +41+0.7% | Added |
| Wagner Wealth Management, LLC | 5,756 | $359.0K | 0.29% | +10+0.2% | Added |
| Cornerstone Wealth Management, LLC | 5,755 | $357.0K | 0.04% | +222+4.0% | Added |
| Fayez Sarofim & Co | 5,758 | $357.0K | 0.00% | +1,420+32.7% | Added |
| Bienville Capital Management, LLC | 5,750 | $356.0K | 0.20% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,725 | $355.0K | 0.06% | +360+6.7% | Added |
| First Financial Bank - Trust Division | 5,709 | $354.0K | 0.04% | −5−0.1% | Reduced |
| Security National Bank | 5,700 | $353.0K | 0.09% | 00.0% | Unchanged |
| Connolly Sarah T. | 5,700 | $353.0K | 0.29% | 00.0% | Unchanged |
| Engine No. 1 LLC | 5,697 | $353.0K | 0.09% | +2,318+68.6% | Added |
| Schmidt P J Investment Management Inc | 5,555 | $352.0K | 0.07% | 00.0% | Unchanged |
| LifePro Asset Management | 5,678 | $352.0K | 0.11% | +500+9.7% | Added |
| Woodard & Co Asset Management Group Inc | 5,670 | $351.0K | 0.22% | −100−1.7% | Reduced |
| JT Stratford LLC | 5,640 | $350.0K | 0.11% | −17,201−75.3% | Reduced |
| Sandbox Financial Partners, LLC | 5,626 | $349.0K | 0.25% | 00.0% | Unchanged |
| Renasant Bank | 5,622 | $348.0K | 0.28% | −37−0.7% | Reduced |
| Platform Technology Partners | 5,584 | $346.0K | 0.16% | −12,463−69.1% | Reduced |
| Capital Investment Counsel, Inc | 5,580 | $346.0K | 0.08% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,580 | $346.0K | 0.20% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,577 | $346.0K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 5,569 | $345.0K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 5,551 | $344.0K | 0.14% | +5,551 | New |
| TD Ameritrade Investment Management, LLC | 6,317 | $342.0K | 0.00% | +669+11.8% | Added |
| Xcel Wealth Management, LLC | 5,521 | $342.0K | 0.10% | +491+9.8% | Added |
| Thoroughbred Financial Services, LLC | 5,491 | $340.0K | 0.08% | +300+5.8% | Added |
| Taylor Hoffman Wealth Management | 5,492 | $339.0K | 0.15% | −1,050−16.1% | Reduced |
| Independence Bank of Kentucky | 5,470 | $339.0K | 0.15% | −716−11.6% | Reduced |
| Crossvault Capital Management LLC | 5,475 | $339.0K | 0.11% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 5,469 | $338.0K | 0.07% | +17+0.3% | Added |
| Doliver Advisors, LP | 5,461 | $338.0K | 0.11% | −144−2.6% | Reduced |
| First Citizens Bank & Trust Co | 5,452 | $338.0K | 0.02% | +5,452 | New |
| O'Brien Greene & Co. Inc | 5,444 | $337.0K | 0.12% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 5,414 | $336.0K | 0.00% | −2,150−28.4% | Reduced |
| MBA Advisors LLC | 5,412 | $335.0K | 0.25% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,412 | $335.0K | 0.00% | +279+5.4% | Added |
| Apollon Wealth Management, LLC | 5,409 | $335.0K | 0.05% | +693+14.7% | Added |
| Campion Asset Management LLC | 5,340 | $331.0K | 0.30% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 5,254 | $326.0K | 0.05% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 5,244 | $324.0K | 0.24% | −87−1.6% | Reduced |
| Parallel Advisors, LLC | 5,232 | $324.0K | 0.01% | +848+19.3% | Added |
| Summit Financial Wealth Advisors, LLC | 5,200 | $322.0K | 0.07% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5,194 | $322.0K | 0.04% | +744+16.7% | Added |
| RSM US Wealth Management LLC | 5,170 | $320.0K | 0.02% | +20+0.4% | Added |
| Farr Miller & Washington LLC | 5,142 | $319.0K | 0.02% | −401−7.2% | Reduced |
| Hartline Investment Corp | 5,126 | $318.0K | 0.04% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,134 | $318.0K | 0.03% | +5+0.1% | Added |
| TCI Wealth Advisors, Inc. | 5,129 | $318.0K | 0.05% | +870+20.4% | Added |
| AlphaStar Capital Management, LLC | 4,954 | $318.0K | 0.02% | +4,954 | New |
| Altavista Wealth Management, Inc. | 5,118 | $317.0K | 0.07% | −1,984−27.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,093 | $316.0K | 0.03% | +756+17.4% | Added |
| Dorsey & Whitney Trust CO LLC | 5,090 | $315.0K | 0.03% | −61−1.2% | Reduced |
| Davis R M Inc | 5,086 | $315.0K | 0.01% | +171+3.5% | Added |
| Lebenthal Global Advisors, LLC | 5,081 | $314.0K | 0.20% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 4,963 | $314.0K | 0.01% | +210+4.4% | Added |
| Shulman DeMeo Asset Management LLC | 5,071 | $314.0K | 0.27% | +5,071 | New |
| MUFG Americas Holdings Corp | 5,057 | $313.0K | 0.01% | −696−12.1% | Reduced |
| We Are One Seven, LLC | 5,004 | $312.0K | 0.04% | −35−0.7% | Reduced |
| XML Financial, LLC | 5,028 | $312.0K | 0.04% | +5,028 | New |
| Hussman Strategic Advisors, Inc. | 5,000 | $310.0K | 0.07% | −5,000−50.0% | Reduced |
| AMJ Financial Wealth Management | 4,967 | $308.0K | 0.13% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,964 | $308.0K | 0.02% | +10+0.2% | Added |
| Compton Capital Management Inc | 4,948 | $307.0K | 0.09% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 4,898 | $306.0K | 0.15% | −5−0.1% | Reduced |