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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 80,730 | $5.00M | 1.04% | −2,611−3.1% | Reduced |
| Duality Advisers, LP | 79,731 | $4.94M | 0.38% | −53,147−40.0% | Reduced |
| Bell Bank | 79,275 | $4.91M | 0.61% | +5,627+7.6% | Added |
| First Republic Investment Management, Inc. | 79,228 | $4.91M | 0.01% | +3,956+5.3% | Added |
| Fisher Asset Management, LLC | 79,070 | $4.90M | 0.00% | −578−0.7% | Reduced |
| TD Private Client Wealth LLC | 78,064 | $4.84M | 0.21% | +1,581+2.1% | Added |
| Insight Folios Inc | 76,613 | $4.75M | 2.61% | +11,507+17.7% | Added |
| Orion Portfolio Solutions, LLC | 75,882 | $4.70M | 0.17% | +5,474+7.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 75,869 | $4.70M | 0.01% | +12,868+20.4% | Added |
| Atria Investments LLC | 75,833 | $4.70M | 0.08% | +5,561+7.9% | Added |
| Bokf, NA | 75,729 | $4.69M | 0.08% | +75,729 | New |
| Mariner, LLC | 74,431 | $4.61M | 0.02% | −494−0.7% | Reduced |
| McRae Capital Management Inc | 74,414 | $4.61M | 1.02% | +3,275+4.6% | Added |
| Elo Mutual Pension Insurance Co | 74,196 | $4.60M | 0.15% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 74,019 | $4.59M | 0.09% | +4,800+6.9% | Added |
| Sigma Planning Corp | 72,041 | $4.46M | 0.14% | −2,507−3.4% | Reduced |
| BCM Advisors, LLC | 71,158 | $4.44M | 1.19% | −1,880−2.6% | Reduced |
| Naples Global Advisors, LLC | 71,416 | $4.43M | 0.58% | +763+1.1% | Added |
| Moors & Cabot, Inc. | 70,688 | $4.38M | 0.28% | +3,034+4.5% | Added |
| Institutional & Family Asset Management, LLC | 70,595 | $4.38M | 0.71% | +1,378+2.0% | Added |
| Crossmark Global Holdings, Inc. | 70,371 | $4.36M | 0.10% | +981+1.4% | Added |
| Chronos Wealth Management, LLC | 70,293 | $4.36M | 2.96% | −51−0.1% | Reduced |
| Clearbridge Investments, LLC | 69,420 | $4.30M | 0.00% | −6,486−8.5% | Reduced |
| New Mexico Educational Retirement Board | 69,287 | $4.29M | 0.15% | −1,200−1.7% | Reduced |
| Holloway Wealth Management, LLC | – | $4.27M | 1.30% | – | – |
| CIBC World Markets Inc. | 68,228 | $4.23M | 0.02% | −11,097−14.0% | Reduced |
| IFG Advisory, LLC | 68,088 | $4.22M | 0.46% | +3,030+4.7% | Added |
| Birmingham Capital Management Co Inc | 67,700 | $4.20M | 1.61% | −1,805−2.6% | Reduced |
| NN Investment Partners Holdings N.V. | 67,196 | $4.16M | 0.02% | −22,200−24.8% | Reduced |
| Monte Financial Group, LLC | 66,923 | $4.15M | 2.38% | −125−0.2% | Reduced |
| D.A. Davidson & Co. | 66,758 | $4.14M | 0.05% | +893+1.4% | Added |
| Siemens Fonds Invest GmbH | 66,567 | $4.13M | 0.28% | +1,990+3.1% | Added |
| Louisiana State Employees Retirement System | 65,900 | $4.08M | 0.10% | −100−0.2% | Reduced |
| Anchor Investment Management, LLC | 64,515 | $4.00M | 0.56% | +1,694+2.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 64,176 | $3.98M | 0.36% | +170.0% | Added |
| Stratos Wealth Advisors, LLC | 62,684 | $3.88M | 0.33% | +1,725+2.8% | Added |
| Kentucky Retirement Systems | 62,569 | $3.88M | 0.18% | +924+1.5% | Added |
| Advisors Asset Management, Inc. | 61,843 | $3.83M | 0.06% | −29,166−32.0% | Reduced |
| Wesbanco Bank Inc | 61,646 | $3.82M | 0.15% | +3,345+5.7% | Added |
| Nordea Investment Management AB | 60,655 | $3.81M | 0.00% | −926,881−93.9% | Reduced |
| Glenmede Trust Co NA | 61,489 | $3.81M | 0.02% | +5,767+10.3% | Added |
| Daiwa Securities Group Inc. | 60,735 | $3.76M | 0.02% | +4,267+7.6% | Added |
| Telos Capital Management, Inc. | 60,277 | $3.73M | 0.51% | +3,817+6.8% | Added |
| Quantbot Technologies LP | 60,099 | $3.72M | 0.27% | −95,987−61.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 60,045 | $3.72M | 0.06% | +2,291+4.0% | Added |
| CIBC World Markets Corp | 59,689 | $3.70M | 0.03% | −13,814−18.8% | Reduced |
| Bridge Creek Capital Management LLC | 59,580 | $3.69M | 1.37% | +1,270+2.2% | Added |
| Shilanski & Associates, Inc. | 59,524 | $3.69M | 1.72% | +1,437+2.5% | Added |
| Assetmark, Inc | 59,093 | $3.66M | 0.02% | +57,689+4,108.9% | Added |
| Visionary Wealth Advisors | 58,997 | $3.66M | 0.38% | +581+1.0% | Added |
| Baugh & Associates, LLC | 58,824 | $3.65M | 2.23% | −200.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 58,713 | $3.64M | 1.18% | +856+1.5% | Added |
| Albion Financial Group | 58,556 | $3.63M | 0.32% | +447+0.8% | Added |
| Private Asset Management Inc | 57,396 | $3.56M | 0.48% | −3,370−5.5% | Reduced |
| D. E. Shaw & Co., Inc. | 57,156 | $3.54M | 0.00% | −206,973−78.4% | Reduced |
| Avantax Advisory Services, Inc. | 56,862 | $3.52M | 0.06% | −771−1.3% | Reduced |
| Andra AP-fonden | 55,600 | $3.45M | 0.07% | +3,200+6.1% | Added |
| Harbour Investments, Inc. | 55,467 | $3.44M | 0.11% | +68+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 55,446 | $3.44M | 0.24% | −478−0.9% | Reduced |
| City Holding Co | 55,298 | $3.43M | 0.59% | +30.0% | Added |
| Rench Wealth Management, Inc. | 54,783 | $3.40M | 1.69% | +967+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 54,746 | $3.39M | 0.17% | +1,665+3.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 54,714 | $3.39M | 0.28% | −3,221−5.6% | Reduced |
| Goelzer Investment Management, Inc. | 54,536 | $3.38M | 0.30% | −1,190−2.1% | Reduced |
| Shelton Capital Management | 54,261 | $3.36M | 0.13% | +45,000+485.9% | Added |
| Beacon Pointe Advisors, LLC | 54,230 | $3.36M | 0.08% | +31,871+142.5% | Added |
| Stratos Wealth Partners, LTD. | 53,685 | $3.33M | 0.08% | +775+1.5% | Added |
| Xponance, Inc. | 53,509 | $3.32M | 0.06% | −5,039−8.6% | Reduced |
| Zions Bancorporation, N.A. | 52,846 | $3.27M | 0.33% | +5,449+11.5% | Added |
| NewSquare Capital LLC | 52,687 | $3.27M | 0.38% | +1,879+3.7% | Added |
| Prospera Financial Services Inc | 51,770 | $3.21M | 0.16% | +27,884+116.7% | Added |
| Fulton Bank, N.A. | 51,062 | $3.16M | 0.15% | −970−1.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 50,996 | $3.16M | 0.83% | −243−0.5% | Reduced |
| First National Trust Co | 49,958 | $3.10M | 0.18% | −621−1.2% | Reduced |
| Jane Street Group, LLC | 49,835 | $3.09M | 0.01% | −49,668−49.9% | Reduced |
| Tiaa, FSB | 49,648 | $3.08M | 0.01% | −898−1.8% | Reduced |
| Canandaigua National Corp | 49,288 | $3.05M | 0.50% | +3,011+6.5% | Added |
| Montag A & Associates Inc | 48,810 | $3.02M | 0.16% | −1,414−2.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,091 | $2.98M | 0.06% | +170.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,700 | $2.96M | 0.00% | −2,762−5.5% | Reduced |
| Palisade Asset Management, LLC | 47,799 | $2.96M | 0.36% | −60−0.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 47,510 | $2.94M | 0.62% | −4,762−9.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 47,180 | $2.92M | 0.65% | −125−0.3% | Reduced |
| All Terrain Financial Advisors, LLC | 46,514 | $2.88M | 1.33% | +131+0.3% | Added |
| Russell Clark Investment Management Ltd | 46,500 | $2.88M | 2.87% | +46,500 | New |
| FAI Wealth Management | 46,433 | $2.88M | 2.50% | −303−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 46,272 | $2.87M | 0.34% | −635−1.4% | Reduced |
| Pathstone Family Office, LLC | 46,017 | $2.85M | 0.08% | −603−1.3% | Reduced |
| Eudaimonia Partners, LLC | 45,903 | $2.85M | 0.51% | −595−1.3% | Reduced |
| WBI Investments | 45,609 | $2.83M | 0.47% | −676−1.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 45,033 | $2.79M | 1.54% | −419−0.9% | Reduced |
| D L Carlson Investment Group Inc | 44,977 | $2.79M | 0.49% | +457+1.0% | Added |
| Profund Advisors LLC | 44,813 | $2.78M | 0.09% | −865−1.9% | Reduced |
| Hall Private Wealth Advisors | 44,761 | $2.77M | 1.77% | −12,824−22.3% | Reduced |
| Armor Investment Advisors, LLC | 44,394 | $2.75M | 1.73% | +76+0.2% | Added |
| MTM Investment Management, LLC | 43,875 | $2.72M | 1.48% | +554+1.3% | Added |
| Doyle Wealth Management | 43,783 | $2.71M | 0.22% | +1,596+3.8% | Added |
| BBVA USA | 43,672 | $2.71M | 0.16% | −1,521−3.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 43,500 | $2.70M | 0.01% | +200+0.5% | Added |
| Lido Advisors, LLC | 43,162 | $2.67M | 0.06% | +15,742+57.4% | Added |