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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 4,960 | $306.0K | 0.12% | +366+8.0% | Added |
| Washington Trust Co | 4,925 | $306.0K | 0.01% | +400+8.8% | Added |
| Berman Capital Advisors, LLC | 4,961 | $306.0K | 0.05% | +1,212+32.3% | Added |
| Cutter & CO Brokerage, Inc. | 4,918 | $305.0K | 0.07% | −1,187−19.4% | Reduced |
| CMG Global Holdings, LLC | 4,926 | $305.0K | 0.23% | 00.0% | Unchanged |
| Coastline Trust Co | 4,896 | $304.0K | 0.04% | −40−0.8% | Reduced |
| Clear Creek Financial Management, LLC | 4,897 | $303.0K | 0.05% | −7−0.1% | Reduced |
| Summit Trail Advisors, LLC | 4,878 | $302.0K | 0.02% | +234+5.0% | Added |
| Fusion Capital, LLC | 4,861 | $301.0K | 0.18% | +23+0.5% | Added |
| Baldwin Investment Management, LLC | 4,850 | $301.0K | 0.05% | +650+15.5% | Added |
| WealthTrust Axiom LLC | 4,838 | $299.0K | 0.10% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,779 | $296.0K | 0.05% | +1,379+40.6% | Added |
| Inscription Capital, LLC | 4,762 | $295.0K | 0.09% | −93,916−95.2% | Reduced |
| Institute for Wealth Management, LLC. | 4,768 | $295.0K | 0.05% | −83−1.7% | Reduced |
| 1st Source Bank | 4,742 | $294.0K | 0.02% | +183+4.0% | Added |
| King Luther Capital Management Corp | 4,751 | $294.0K | 0.00% | +4,751 | New |
| Sargent Bickham Lagudis LLC | 4,724 | $293.0K | 0.02% | −4,567−49.2% | Reduced |
| Colonial Trust Advisors | 4,736 | $293.0K | 0.04% | −700−12.9% | Reduced |
| Old Second National Bank of Aurora | 4,726 | $293.0K | 0.08% | +133+2.9% | Added |
| Applied Capital LLC | 4,709 | $292.0K | 0.26% | +140+3.1% | Added |
| Kalos Management, Inc. | 4,672 | $292.0K | 0.08% | +420+9.9% | Added |
| Boston Research & Management Inc | 4,710 | $291.0K | 0.09% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,702 | $291.0K | 0.19% | 00.0% | Unchanged |
| RDA Financial Network | 4,700 | $291.0K | 0.13% | −10−0.2% | Reduced |
| Bedel Financial Consulting, Inc. | 4,696 | $291.0K | 0.10% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,701 | $291.0K | 0.23% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,690 | $291.0K | 0.08% | +471+11.2% | Added |
| Waldron Private Wealth LLC | 4,694 | $290.0K | 0.02% | +1,150+32.4% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 4,684 | $289.0K | 0.04% | +76+1.6% | Added |
| Hodges Capital Management Inc. | 4,653 | $288.0K | 0.02% | +1,203+34.9% | Added |
| Rehmann Capital Advisory Group | 4,616 | $286.1K | 0.03% | −8−0.2% | Reduced |
| Seelaus Asset Management LLC | 4,610 | $286.0K | 0.17% | 00.0% | Unchanged |
| Brown Financial Advisory | 4,614 | $286.0K | 0.24% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,618 | $286.0K | 0.15% | +4,618 | New |
| Douglass Winthrop Advisors, LLC | 4,600 | $285.0K | 0.01% | 00.0% | Unchanged |
| Domani Wealth, LLC | 4,584 | $284.0K | 0.06% | −19−0.4% | Reduced |
| Courier Capital LLC | 4,587 | $284.0K | 0.03% | 00.0% | Unchanged |
| Inverness Counsel LLC | 4,590 | $284.0K | 0.01% | +604+15.2% | Added |
| Angeles Investment Advisors, LLC | 4,590 | $284.0K | 0.02% | +4,590 | New |
| Quadrant Capital Group LLC | 4,564 | $283.0K | 0.04% | −112−2.4% | Reduced |
| Rossmore Private Capital | 4,573 | $283.0K | 0.05% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,550 | $282.0K | 0.26% | 00.0% | Unchanged |
| Maven Securities LTD | 4,515 | $280.0K | 0.03% | −3,104−40.7% | Reduced |
| JB Capital LLC | 4,519 | $280.0K | 0.04% | +4,519 | New |
| High Falls Advisors, Inc | 4,503 | $279.0K | 0.08% | +3+0.1% | Added |
| Camelot Portfolios, LLC | 4,491 | $278.0K | 0.14% | −514−10.3% | Reduced |
| American Financial Advisors, LLC | 4,479 | $278.0K | 0.04% | +37+0.8% | Added |
| Altfest L J & Co Inc | 4,475 | $277.0K | 0.06% | −229−4.9% | Reduced |
| First Manhattan Co | 4,470 | $277.0K | 0.00% | +71+1.6% | Added |
| Kings Point Capital Management | 4,460 | $276.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 4,440 | $275.1K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 4,440 | $275.0K | 0.04% | −590−11.7% | Reduced |
| Altman Advisors, Inc. | 4,400 | $274.0K | 0.15% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,424 | $274.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,414 | $274.0K | 0.06% | +248+6.0% | Added |
| Klingenstein Fields & Co LP | 4,396 | $272.0K | 0.01% | −1,532−25.8% | Reduced |
| Investment House LLC | 4,397 | $272.0K | 0.02% | +3+0.1% | Added |
| Willis Johnson & Associates, Inc. | 4,370 | $271.0K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,377 | $271.0K | 0.01% | +113+2.7% | Added |
| Altus Wealth Management, LLC | 4,377 | $271.0K | 0.17% | +4,377 | New |
| McGowan Group Asset Management, Inc. | 4,355 | $270.0K | 0.05% | −1,099−20.2% | Reduced |
| Spearhead Capital Advisors, LLC | 4,359 | $270.0K | 0.04% | −91−2.0% | Reduced |
| Harvey Investment Co LLC | 4,351 | $270.0K | 0.04% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 4,351 | $270.0K | 0.06% | +4,351 | New |
| Resource Planning Group | 4,348 | $269.0K | 0.17% | −5,475−55.7% | Reduced |
| BCS Wealth Management | 4,308 | $267.0K | 0.11% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 4,300 | $266.0K | 0.11% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 4,275 | $265.0K | 0.12% | +4,275 | New |
| Washington Trust Bank | 4,259 | $264.0K | 0.03% | −497−10.4% | Reduced |
| Foundations Investment Advisors, LLC | 4,261 | $264.0K | 0.01% | +154+3.7% | Added |
| Calton & Associates, Inc. | 4,255 | $263.0K | 0.06% | −496−10.4% | Reduced |
| Sittner & Nelson, LLC | 4,246 | $263.0K | 0.17% | +1,000+30.8% | Added |
| Thompson Investment Management, Inc. | 4,216 | $261.0K | 0.04% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,217 | $261.0K | 0.02% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,202 | $260.0K | 0.09% | 00.0% | Unchanged |
| Mairs & Power Inc | 4,158 | $258.0K | 0.00% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,170 | $258.0K | 0.12% | +4,170 | New |
| Brandywine Oak Private Wealth LLC | 4,162 | $257.0K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,125 | $256.0K | 0.02% | −1,708−29.3% | Reduced |
| Cozad Asset Management Inc | 4,132 | $256.0K | 0.04% | −509−11.0% | Reduced |
| Pinnacle Bancorp, Inc. | 4,126 | $256.0K | 0.10% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 4,121 | $256.0K | 0.01% | +58+1.4% | Added |
| NovaPoint Capital, LLC | 4,125 | $256.0K | 0.10% | +4,125 | New |
| Searle & Co. | 4,100 | $254.0K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,092 | $254.0K | 0.06% | 00.0% | Unchanged |
| Providence First Trust Co | 4,087 | $253.0K | 0.12% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,080 | $253.0K | 0.02% | +4,080 | New |
| Cooper Financial Group | 4,082 | $253.0K | 0.05% | +4,082 | New |
| Live Oak Private Wealth LLC | 4,090 | $253.0K | 0.05% | +4,090 | New |
| Modera Wealth Management, LLC | 4,072 | $252.0K | 0.01% | +418+11.4% | Added |
| Penobscot Investment Management Company, Inc. | 4,050 | $251.0K | 0.04% | 00.0% | Unchanged |
| WMS Partners, LLC | 4,040 | $250.0K | 0.04% | +10.0% | Added |
| FSA Wealth Management LLC | 4,030 | $250.0K | 0.16% | +500+14.2% | Added |
| Strategic Advisors LLC | 4,022 | $249.0K | 0.05% | −211−5.0% | Reduced |
| Fagan Associates, Inc. | 4,011 | $249.0K | 0.05% | −60−1.5% | Reduced |
| YHB Investment Advisors, Inc. | 4,018 | $249.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,021 | $249.0K | 0.02% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 4,024 | $249.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 4,022 | $249.0K | 0.01% | +4,022 | New |
| Alpha Omega Wealth Management LLC | 3,995 | $248.0K | 0.04% | −36−0.9% | Reduced |