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 |
|---|---|---|---|---|---|
| Lafayette Investments, Inc. | 4,000 | $248.0K | 0.07% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,988 | $247.0K | 0.01% | −523−11.6% | Reduced |
| Arcus Capital Partners, LLC | 3,954 | $245.0K | 0.09% | +38+1.0% | Added |
| AXS Investments LLC | 3,954 | $245.0K | 0.09% | +3,954 | New |
| Gamble Jones Investment Counsel | 3,932 | $244.0K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $244.0K | 0.07% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,940 | $244.0K | 0.07% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 3,920 | $243.0K | 0.15% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,900 | $242.0K | 0.01% | −2,000−33.9% | Reduced |
| American State Bank (Iowa) | 3,868 | $239.7K | 0.19% | +414+12.0% | Added |
| RWM Asset Management, LLC | 3,855 | $239.0K | 0.05% | −118−3.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,843 | $238.0K | 0.15% | +3,843 | New |
| West Family Investments, Inc. | 3,814 | $236.0K | 0.06% | −2,184−36.4% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 3,793 | $235.0K | 0.08% | −1,500−28.3% | Reduced |
| S.E.E.D. Planning Group LLC | 3,777 | $234.0K | 0.11% | −10,743−74.0% | Reduced |
| Charles Schwab Trust Co | 3,774 | $234.0K | 0.05% | −3,000−44.3% | Reduced |
| Cypress Capital Management LLC | 3,860 | $234.0K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 3,611 | $233.0K | 0.02% | −163−4.3% | Reduced |
| Boenning & Scattergood, Inc. | 3,766 | $233.0K | 0.04% | −99−2.6% | Reduced |
| Syverson Strege & Co | 3,753 | $233.0K | 0.19% | +37+1.0% | Added |
| Southland Equity Partners LLC | 3,755 | $232.7K | 0.11% | +3,755 | New |
| Sutton Wealth Advisors Inc. | 3,740 | $231.8K | 0.09% | −282−7.0% | Reduced |
| Fox Run Management, L.L.C. | 3,728 | $231.0K | 0.15% | +3,728 | New |
| Marble Harbor Investment Counsel, LLC | 3,712 | $230.0K | 0.03% | −1,680−31.2% | Reduced |
| Bangor Savings Bank | 3,700 | $230.0K | 0.02% | −55−1.5% | Reduced |
| First Financial Corp | 3,706 | $230.0K | 0.15% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 3,710 | $230.0K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 3,700 | $229.0K | 0.03% | −339−8.4% | Reduced |
| Heritage Wealth Advisors | 3,652 | $226.3K | 0.01% | 00.0% | Unchanged |
| Brightworth | 3,652 | $226.0K | 0.02% | +3,652 | New |
| TruWealth Advisors, LLC | 3,631 | $225.0K | 0.03% | +2+0.1% | Added |
| Shoker Investment Counsel, Inc. | 3,642 | $225.0K | 0.11% | +16+0.4% | Added |
| Sonora Investment Management, LLC | 3,633 | $225.0K | 0.03% | +1,629+81.3% | Added |
| Robertson Stephens Wealth Management, LLC | 3,622 | $224.0K | 0.03% | −50−1.4% | Reduced |
| Samalin Investment Counsel, LLC | 3,609 | $224.0K | 0.15% | +7+0.2% | Added |
| DT Investment Partners, LLC | 3,610 | $224.0K | 0.03% | +3,610 | New |
| Arbor Trust Wealth Advisors, LLC | 3,576 | $222.0K | 0.14% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,574 | $222.0K | 0.12% | +4+0.1% | Added |
| Enterprise Financial Services Corp | 3,577 | $222.0K | 0.03% | +614+20.7% | Added |
| Pallas Capital Advisors LLC | 3,545 | $222.0K | 0.02% | +3,545 | New |
| Childress Capital Advisors, LLC | 3,581 | $221.0K | 0.09% | +3,581 | New |
| Fulton Breakefield Broenniman LLC | 3,549 | $220.0K | 0.02% | −500−12.3% | Reduced |
| Salem Capital Management Inc | 3,550 | $220.0K | 0.12% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 3,503 | $219.0K | 0.11% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $217.0K | 0.06% | 00.0% | Unchanged |
| David Loasby | 3,494 | $217.0K | 0.03% | +7+0.2% | Added |
| Insight Advisors, LLC | 3,453 | $216.0K | 0.06% | +12+0.3% | Added |
| TRUE Private Wealth Advisors | 3,500 | $216.0K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,476 | $215.0K | 0.06% | −41−1.2% | Reduced |
| Keebeck Wealth Management, LLC | 3,455 | $214.0K | 0.04% | −879−20.3% | Reduced |
| Tufton Capital Management | 3,448 | $213.0K | 0.04% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,443 | $213.0K | 0.03% | +9+0.3% | Added |
| Ironwood Investment Counsel, LLC | 3,437 | $212.0K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,438 | $212.0K | 0.05% | +3,438 | New |
| Anchor Capital Advisors LLC | 3,400 | $211.0K | 0.00% | −450−11.7% | Reduced |
| Investors Asset Management of Georgia Inc | 3,408 | $211.0K | 0.11% | −249−6.8% | Reduced |
| Wela Strategies, Inc. | 3,403 | $211.0K | 0.11% | +2+0.1% | Added |
| WealthBridge Capital Management, LLC | 3,401 | $211.0K | 0.08% | 00.0% | Unchanged |
| Milestone Advisory Partners | 3,408 | $211.0K | 0.12% | +3,408 | New |
| Nikulski Financial, Inc. | 3,390 | $210.0K | 0.10% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,384 | $210.0K | 0.02% | +3,384 | New |
| OmniStar Financial Group, Inc. | 3,373 | $209.0K | 0.25% | +3,373 | New |
| Websterrogers Financial Advisors, LLC | 3,353 | $208.0K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,360 | $208.0K | 0.05% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,351 | $208.0K | 0.09% | +3,351 | New |
| DF Dent & Co Inc | 3,341 | $207.0K | 0.00% | 00.0% | Unchanged |
| Patten Group, Inc. | 3,319 | $206.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,327 | $206.0K | 0.03% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 3,328 | $206.0K | 0.18% | +3,328 | New |
| Weybosset Research & Management LLC | 3,300 | $205.0K | 0.08% | 00.0% | Unchanged |
| Bluestein R H & Co | 3,300 | $205.0K | 0.01% | +3,300 | New |
| Strategic Capital Advisers, Inc. | 3,300 | $205.0K | 0.16% | +3,300 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,303 | $205.0K | 0.07% | +3,303 | New |
| Secure Asset Management, LLC | 3,290 | $204.0K | 0.10% | −107−3.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,296 | $204.0K | 0.02% | +3,296 | New |
| Alphasimplex Group, LLC | 3,270 | $203.0K | 0.17% | −2,319−41.5% | Reduced |
| Pitcairn Co | 3,272 | $203.0K | 0.01% | +3,272 | New |
| Wealth Management Associates, Inc. | 3,250 | $201.4K | 0.12% | +3,250 | New |
| Freedman Financial Associates, Inc. | 3,240 | $201.0K | 0.15% | −100−3.0% | Reduced |
| MidWestOne Financial Group, Inc. | 3,250 | $201.0K | 0.05% | +3,250 | New |
| CRA Financial Services, LLC | 3,237 | $201.0K | 0.07% | +3,237 | New |
| JJJ Advisors Inc. | 3,123 | $194.0K | 0.07% | +8+0.3% | Added |
| Lenox Wealth Advisors, LLC | 3,122 | $193.0K | 0.02% | +163+5.5% | Added |
| Lloyd Advisory Services, LLC. | 3,011 | $187.0K | 0.10% | −113−3.6% | Reduced |
| AlphaMark Advisors, LLC | 2,996 | $186.0K | 0.07% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,051 | $185.0K | 0.02% | −73−2.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,970 | $184.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,964 | $184.0K | 0.02% | +36+1.2% | Added |
| Truvestments Capital LLC | 2,940 | $182.0K | 0.10% | +2+0.1% | Added |
| BerganKDV Wealth Management, LLC | 2,922 | $181.0K | 0.02% | +10.0% | Added |
| Cedar Mountain Advisors, LLC | 2,924 | $181.0K | 0.06% | +28+1.0% | Added |
| Fieldpoint Private Securities, LLC | 2,824 | $175.0K | 0.04% | +157+5.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,794 | $173.0K | 0.03% | +101+3.8% | Added |
| Toth Financial Advisory Corp | 2,769 | $172.0K | 0.03% | +554+25.0% | Added |
| Carolinas Wealth Consulting LLC | 2,672 | $166.0K | 0.04% | +7+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,660 | $165.0K | 0.10% | −1,001−27.3% | Reduced |
| Wealth Quarterback LLC | 10,265 | $165.0K | 0.11% | +7,496+270.7% | Added |
| Dividend Assets Capital, LLC | 2,585 | $160.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,514 | $156.0K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,485 | $154.0K | 0.03% | −320−11.4% | Reduced |