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 |
|---|---|---|---|---|---|
| CX Institutional | 2,420 | $150.0K | 0.01% | +530+28.0% | Added |
| Essex Investment Management Co LLC | 2,400 | $149.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,294 | $144.0K | 0.05% | +1,159+102.1% | Added |
| Clearview Wealth Advisors LLC | 2,299 | $142.0K | 0.09% | +20+0.9% | Added |
| PrairieView Partners, LLC | 2,226 | $138.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,230 | $138.0K | 0.03% | +2,230 | New |
| Interactive Financial Advisors | 2,208 | $137.0K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 2,205 | $137.0K | 0.09% | +360+19.5% | Added |
| Rock Creek Group, LP | 2,166 | $134.0K | 0.02% | −1,664−43.4% | Reduced |
| Avion Wealth | 2,165 | $134.0K | 0.04% | −100−4.4% | Reduced |
| Burleson & Company, LLC | 2,154 | $133.0K | 0.02% | −77−3.5% | Reduced |
| Acadian Asset Management LLC | 2,138 | $132.0K | 0.00% | −4,596−68.3% | Reduced |
| Whittier Trust Co | 2,123 | $132.0K | 0.00% | +200+10.4% | Added |
| Clear Investment Research, LLC | 2,090 | $130.0K | 0.21% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,054 | $127.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,012 | $125.0K | 0.02% | −232−10.3% | Reduced |
| Corsicana & Co. | 2,000 | $124.0K | 0.08% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,997 | $123.8K | 0.04% | +229+13.0% | Added |
| Baystate Wealth Management LLC | 1,980 | $123.0K | 0.01% | +6+0.3% | Added |
| Smithfield Trust Co | 1,960 | $122.0K | 0.01% | −956−32.8% | Reduced |
| Private Capital Group, LLC | 1,965 | $122.0K | 0.03% | +81+4.3% | Added |
| Proffitt & Goodson Inc | 1,953 | $121.0K | 0.02% | +35+1.8% | Added |
| Security National Trust Co | 1,975 | $120.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,899 | $118.0K | 0.03% | +1,870+6,448.3% | Added |
| Eagle Bay Advisors LLC | 1,883 | $117.0K | 0.07% | +745+65.5% | Added |
| Blueprint Investment Partners LLC | 1,885 | $117.0K | 0.06% | +1,885 | New |
| Wolverine Asset Management LLC | 1,796 | $111.0K | 0.00% | −717−28.5% | Reduced |
| Heritage Wealth Management, LLC | 1,749 | $108.0K | 0.04% | −2−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,738 | $108.0K | 0.01% | +1,322+317.8% | Added |
| Silvant Capital Management LLC | 1,727 | $107.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,728 | $107.0K | 0.05% | +16+0.9% | Added |
| Legacy Bridge, LLC | 1,720 | $107.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $107.0K | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,734 | $107.0K | 0.00% | +305+21.3% | Added |
| Charter Oak Capital Management, LLC | 1,673 | $104.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,656 | $103.0K | 0.03% | −257−13.4% | Reduced |
| NVWM, LLC | 1,606 | $100.0K | 0.04% | −7−0.4% | Reduced |
| Norway Savings Bank | 1,596 | $99.0K | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,589 | $98.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,555 | $96.0K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $93.0K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,498 | $93.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,495 | $93.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,469 | $91.0K | 0.01% | +1,469 | New |
| Guidance Point Advisors, LLC | 1,475 | $91.0K | 0.03% | +1,475 | New |
| Central Bank & Trust Co | 1,432 | $89.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 1,433 | $89.0K | 0.01% | +227+18.8% | Added |
| Accel Wealth Management | 1,401 | $87.0K | 0.06% | −256−15.4% | Reduced |
| Column Capital Advisors, LLC | 1,405 | $87.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,370 | $85.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,350 | $83.0K | 0.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,308 | $81.0K | 0.04% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,261 | $78.0K | 0.00% | −1,748−58.1% | Reduced |
| Crescent Capital Consulting, LLC | 1,236 | $77.0K | 0.01% | −63−4.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,235 | $77.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,198 | $74.0K | 0.02% | +29+2.5% | Added |
| Bellevue Asset Management, LLC | 1,172 | $73.0K | 0.04% | +362+44.7% | Added |
| Princeton Global Asset Management LLC | 1,162 | $72.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,146 | $71.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,117 | $70.0K | 0.00% | +53+5.0% | Added |
| Neo Ivy Capital Management | 1,351 | $70.0K | 0.08% | +1,351 | New |
| Kowal Investment Group, LLC | 1,118 | $69.0K | 0.02% | +1,118 | New |
| Herold Advisors, Inc. | 1,100 | $68.0K | 0.03% | +1,100 | New |
| Benjamin Edwards Inc | 1,071 | $66.0K | 0.04% | +1,071 | New |
| Capital Advisory Group Advisory Services, LLC | 1,052 | $65.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,002 | $62.0K | 0.00% | −59−5.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,005 | $62.0K | 0.01% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,000 | $62.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 983 | $61.0K | 0.01% | +100+11.3% | Added |
| Lindbrook Capital, LLC | 966 | $60.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 948 | $59.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 959 | $59.0K | 0.01% | +149+18.4% | Added |
| Achmea Investment Management B.V. | 938 | $58.0K | 0.00% | −93,145−99.0% | Reduced |
| Cranbrook Wealth Management, LLC | 940 | $58.0K | 0.01% | +60+6.8% | Added |
| West Branch Capital LLC | 922 | $57.0K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 920 | $57.0K | 0.02% | +220+31.4% | Added |
| Leonteq Securities AG | 908 | $56.3K | 0.00% | −338−27.1% | Reduced |
| McIlrath & Eck, LLC | 901 | $56.0K | 0.02% | −161−15.2% | Reduced |
| Tortoise Investment Management, LLC | 900 | $56.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 477 | $53.0K | 0.02% | +100+26.5% | Added |
| CVA Family Office, LLC | 935 | $51.0K | 0.04% | −1,910−67.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 805 | $50.0K | 0.02% | −152−15.9% | Reduced |
| Pin Oak Investment Advisors Inc | 2,000 | $50.0K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 807 | $50.0K | 0.01% | +1+0.1% | Added |
| Focused Wealth Management, Inc | 788 | $49.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 768 | $47.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 760 | $47.0K | 0.04% | +760 | New |
| Rockbridge Investment Management, LCC | 750 | $46.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 748 | $46.0K | 0.00% | +248+49.6% | Added |
| American Research & Management Co. | 720 | $45.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 720 | $45.0K | 0.04% | +720 | New |
| Total Clarity Wealth Management, Inc. | 730 | $45.0K | 0.02% | +730 | New |
| Global Trust Asset Management, LLC | 708 | $44.0K | 0.02% | −200−22.0% | Reduced |
| JNBA Financial Advisors | 718 | $44.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 718 | $44.0K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $44.0K | 0.01% | +205+41.0% | Added |
| Logan Capital Management Inc | 700 | $43.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 690 | $43.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $43.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 691 | $42.0K | 0.01% | −1,271−64.8% | Reduced |