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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 163,572 | $10.1M | 0.12% | −12,297−7.0% | Reduced |
| Mackay Shields LLC | 161,489 | $10.0M | 0.09% | −4,684−2.8% | Reduced |
| Maryland Capital Management | 155,735 | $9.65M | 0.58% | −5,276−3.3% | Reduced |
| Intact Investment Management Inc. | 152,500 | $9.45M | 0.26% | 00.0% | Unchanged |
| AE Wealth Management LLC | 152,069 | $9.42M | 0.08% | −4,181−2.7% | Reduced |
| Kestra Advisory Services, LLC | 151,052 | $9.36M | 0.09% | −30,094−16.6% | Reduced |
| Eagle Ridge Investment Management | 148,748 | $9.22M | 1.03% | +6,718+4.7% | Added |
| Leavell Investment Management, Inc. | 147,402 | $9.13M | 0.68% | +368+0.3% | Added |
| ExodusPoint Capital Management, LP | 146,736 | $9.09M | 0.14% | −635,529−81.2% | Reduced |
| Northern Oak Wealth Management Inc | 146,585 | $9.08M | 1.11% | +4,833+3.4% | Added |
| Rockland Trust Co | 141,758 | $8.78M | 0.61% | +6,844+5.1% | Added |
| Mutual of America Capital Management LLC | 138,929 | $8.61M | 0.09% | +728+0.5% | Added |
| Te Ahumairangi Investment Management Ltd | 137,963 | $8.55M | 1.18% | −21,500−13.5% | Reduced |
| Core Alternative Capital | 137,798 | $8.54M | 1.82% | +17,638+14.7% | Added |
| Bridgeworth, LLC | 137,371 | $8.51M | 2.39% | −1,062−0.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 136,120 | $8.44M | 0.11% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 135,990 | $8.43M | 0.05% | +500+0.4% | Added |
| Advisory Services Network, LLC | 135,514 | $8.40M | 0.27% | +34,560+34.2% | Added |
| Stephens Inc | 135,319 | $8.39M | 0.13% | −1,151−0.8% | Reduced |
| Advisors Management Group Inc | 135,014 | $8.37M | 2.60% | −905−0.7% | Reduced |
| Keybank National Association | 134,408 | $8.33M | 0.04% | −1,168−0.9% | Reduced |
| M&T Bank Corp | 133,931 | $8.30M | 0.04% | +2,415+1.8% | Added |
| IFM Investors Pty Ltd | 132,862 | $8.23M | 0.17% | −727−0.5% | Reduced |
| Schroder Investment Management Group | 132,689 | $8.22M | 0.01% | −19,578−12.9% | Reduced |
| Becker Capital Management Inc | 131,054 | $8.12M | 0.34% | +4,805+3.8% | Added |
| Brinker Capital Investments, LLC | 132,589 | $8.02M | 0.13% | 00.0% | Unchanged |
| Coann Capital LLC | 128,520 | $7.96M | 7.68% | +128,520 | New |
| Chartwell Investment Partners, LLC | 128,319 | $7.95M | 0.25% | +128,319 | New |
| Buckhead Capital Management LLC | 126,870 | $7.86M | 1.76% | −2,235−1.7% | Reduced |
| Private Advisor Group, LLC | 126,729 | $7.85M | 0.05% | +27,629+27.9% | Added |
| Redpoint Investment Management Pty Ltd | 126,422 | $7.83M | 0.67% | +161+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 126,362 | $7.83M | 0.34% | +126,362 | New |
| Marshall Wace, LLP | 125,757 | $7.79M | 0.04% | −400,480−76.1% | Reduced |
| HITE Hedge Asset Management LLC | 125,000 | $7.75M | 0.98% | +125,000 | New |
| Morgan Dempsey Capital Management LLC | 124,794 | $7.73M | 2.55% | −6,750−5.1% | Reduced |
| Metropolitan Life Insurance Co | 124,533 | $7.72M | 0.11% | −4,207−3.3% | Reduced |
| Wealthfront Advisers LLC | 123,429 | $7.65M | 0.04% | +40,314+48.5% | Added |
| Natixis | 123,305 | $7.64M | 0.03% | +123,305 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 121,062 | $7.50M | 0.04% | +12,074+11.1% | Added |
| KBC Group NV | 120,419 | $7.46M | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 120,316 | $7.46M | 0.34% | −6,590−5.2% | Reduced |
| Cetera Investment Advisers | 118,734 | $7.36M | 0.12% | +2,599+2.2% | Added |
| Thrivent Financial for Lutherans | 119,125 | $7.36M | 0.01% | +222+0.2% | Added |
| Cahaba Wealth Management, Inc. | 117,526 | $7.28M | 1.07% | +4,102+3.6% | Added |
| Signature Wealth Management Group | 114,638 | $7.10M | 3.95% | −1,907−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 114,315 | $7.08M | 0.26% | +80,078+233.9% | Added |
| Securian Asset Management, Inc | 114,299 | $7.08M | 0.15% | +25,028+28.0% | Added |
| Westpac Banking Corp | 113,106 | $7.01M | 0.08% | −7,365−6.1% | Reduced |
| Nissay Asset Management Corp | 111,434 | $6.91M | 0.06% | +4,614+4.3% | Added |
| Associated Banc-Corp | 111,119 | $6.89M | 0.27% | −3,365−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 110,286 | $6.83M | 0.02% | −30,436−21.6% | Reduced |
| Bragg Financial Advisors, Inc | 109,846 | $6.81M | 0.44% | −3,797−3.3% | Reduced |
| Polaris Wealth Advisory Group, LLC | 108,331 | $6.79M | 0.41% | +108,331 | New |
| Kanawha Capital Management LLC | 109,273 | $6.77M | 0.63% | +222+0.2% | Added |
| Eaton Vance Management | 135,149 | $6.75M | 0.01% | −32,524−19.4% | Reduced |
| Biondo Investment Advisors, LLC | 103,962 | $6.51M | 1.12% | +1,720+1.7% | Added |
| Mayflower Financial Advisors, LLC | 103,197 | $6.50M | 0.88% | +380.0% | Added |
| Hartford Investment Management Co | 104,697 | $6.49M | 0.18% | −12,264−10.5% | Reduced |
| Cubist Systematic Strategies, LLC | 103,454 | $6.41M | 0.08% | −187,694−64.5% | Reduced |
| Fifth Third Bancorp | 100,454 | $6.22M | 0.03% | +200.0% | Added |
| MainStreet Investment Advisors LLC | 100,396 | $6.22M | 0.60% | −2,177−2.1% | Reduced |
| Squarepoint Ops LLC | 99,920 | $6.19M | 0.04% | −85,774−46.2% | Reduced |
| Principle Wealth Partners LLC | 99,810 | $6.18M | 0.71% | +1,132+1.1% | Added |
| Cetera Advisor Networks LLC | 99,391 | $6.16M | 0.08% | +1,681+1.7% | Added |
| Edgemoor Investment Advisors, Inc. | 99,240 | $6.15M | 0.70% | −18,793−15.9% | Reduced |
| South Dakota Investment Council | 99,071 | $6.14M | 0.11% | 00.0% | Unchanged |
| First PREMIER Bank | 98,528 | $6.11M | 1.73% | −1,963−2.0% | Reduced |
| Brookstone Capital Management | 96,522 | $6.03M | 0.11% | +14,785+18.1% | Added |
| Pacer Advisors, Inc. | 96,434 | $5.98M | 0.08% | +23,387+32.0% | Added |
| Pinnacle Financial Partners Inc | 96,260 | $5.96M | 0.21% | +3,139+3.4% | Added |
| Homrich & Berg | 94,872 | $5.88M | 0.13% | +3,576+3.9% | Added |
| First Horizon Advisors, Inc. | 94,793 | $5.87M | 0.19% | +88,236+1,345.7% | Added |
| Raymond James Trust N.A. | 94,591 | $5.86M | 0.20% | +2,678+2.9% | Added |
| Trustmark National Bank Trust Department | 94,444 | $5.85M | 0.47% | −19,413−17.1% | Reduced |
| Massmutual Trust Co FSB | 94,275 | $5.84M | 0.24% | +1,927+2.1% | Added |
| New England Asset Management Inc | 93,995 | $5.83M | 0.10% | +2,400+2.6% | Added |
| Davenport & Co LLC | 93,074 | $5.77M | 0.04% | +3,441+3.8% | Added |
| Cetera Advisors LLC | 92,819 | $5.75M | 0.11% | +13,873+17.6% | Added |
| 6 Meridian | 92,067 | $5.71M | 0.45% | +50,203+119.9% | Added |
| Aull & Monroe Investment Management Corp | 92,043 | $5.70M | 2.81% | −932−1.0% | Reduced |
| Blair William & Co | 91,621 | $5.68M | 0.02% | +1,850+2.1% | Added |
| Umb Bank N A | 90,881 | $5.63M | 0.13% | +465+0.5% | Added |
| Fiduciary Group LLC | 88,656 | $5.61M | 0.64% | +2,850+3.3% | Added |
| Hantz Financial Services, Inc. | 89,705 | $5.56M | 0.18% | +11,229+14.3% | Added |
| Norinchukin Bank, The | 89,505 | $5.55M | 0.08% | +1,910+2.2% | Added |
| Carret Asset Management, LLC | 89,152 | $5.53M | 0.66% | −1,950−2.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 88,699 | $5.50M | 0.13% | +494+0.6% | Added |
| Mercer Global Advisors Inc | 88,636 | $5.49M | 0.04% | +14,642+19.8% | Added |
| Oregon Public Employees Retirement Fund | 88,619 | $5.49M | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 88,076 | $5.46M | 0.05% | −13,592−13.4% | Reduced |
| Greystone Financial Group, LLC | 87,734 | $5.44M | 1.62% | −21,932−20.0% | Reduced |
| Thomasville National Bank | 87,068 | $5.39M | 0.56% | −63−0.1% | Reduced |
| Neuberger Berman Group LLC | 95,024 | $5.32M | 0.00% | +11,536+13.8% | Added |
| Central Trust Co | 84,612 | $5.24M | 0.19% | +422+0.5% | Added |
| RFG Advisory, LLC | 83,738 | $5.19M | 0.43% | +3,664+4.6% | Added |
| Old Point Trust & Financial Services N A | 82,801 | $5.13M | 2.29% | +50+0.1% | Added |
| Maryland State Retirement & Pension System | 80,678 | $5.06M | 0.14% | +1,382+1.7% | Added |
| Schnieders Capital Management LLC | 81,404 | $5.04M | 1.36% | +4,641+6.0% | Added |
| Sky Investment Group LLC | 81,326 | $5.04M | 1.12% | +1,416+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 81,050 | $5.02M | 0.05% | 00.0% | Unchanged |