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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 42,628 | $2.64M | 0.34% | +1,402+3.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 42,583 | $2.64M | 0.10% | −2,175−4.9% | Reduced |
| First Bank & Trust | 42,036 | $2.60M | 1.19% | +699+1.7% | Added |
| Assenagon Asset Management S.A. | 42,015 | $2.60M | 0.01% | +34,016+425.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 41,990 | $2.60M | 0.82% | +1,806+4.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 41,955 | $2.60M | 0.96% | +640+1.5% | Added |
| Csenge Advisory Group | 42,065 | $2.60M | 0.22% | +928+2.3% | Added |
| Cornercap Investment Counsel Inc | 41,609 | $2.58M | 0.29% | −469−1.1% | Reduced |
| Optimal Asset Management, Inc. | 41,535 | $2.57M | 0.32% | +170.0% | Added |
| Alerus Financial NA | 41,353 | $2.56M | 0.23% | +1,474+3.7% | Added |
| Jones Road Capital Management, L.P. | 41,050 | $2.54M | 1.74% | 00.0% | Unchanged |
| Signaturefd, LLC | 40,816 | $2.53M | 0.09% | +176+0.4% | Added |
| Brick & Kyle, Associates | 40,288 | $2.52M | 1.28% | +204+0.5% | Added |
| Lakeview Capital Partners, LLC | 40,627 | $2.52M | 1.16% | +2,018+5.2% | Added |
| Sovereign Financial Group, Inc. | 40,164 | $2.49M | 1.43% | −1,168−2.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 40,026 | $2.48M | 0.05% | −1,474−3.6% | Reduced |
| Jefferies Group LLC | 40,000 | $2.48M | 0.06% | −28−0.1% | Reduced |
| Lincoln National Corp | 39,944 | $2.48M | 0.05% | −2,279−5.4% | Reduced |
| Roosevelt Investment Group LLC | 39,944 | $2.48M | 0.15% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 39,889 | $2.47M | 0.40% | +1,621+4.2% | Added |
| Simmons Bank | 39,698 | $2.46M | 0.18% | +95+0.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 39,669 | $2.46M | 1.42% | −1,117−2.7% | Reduced |
| Greatmark Investment Partners, Inc. | 38,503 | $2.39M | 0.45% | −1,922−4.8% | Reduced |
| Main Street Financial Solutions, LLC | 38,427 | $2.38M | 0.37% | −1,621−4.0% | Reduced |
| Aptus Capital Advisors, LLC | 38,154 | $2.36M | 0.09% | +7,693+25.3% | Added |
| Rockefeller Capital Management L.P. | 38,094 | $2.36M | 0.01% | +3,361+9.7% | Added |
| Advisor Partners LLC | 38,029 | $2.36M | 0.16% | −1,035−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 37,972 | $2.35M | 0.04% | +3,618+10.5% | Added |
| Argyle Capital Management Inc. | 37,859 | $2.35M | 0.78% | −200−0.5% | Reduced |
| Rafferty Asset Management, LLC | 37,368 | $2.32M | 0.02% | +13,552+56.9% | Added |
| Capital Fund Management S.A. | 37,311 | $2.31M | 0.06% | −26,647−41.7% | Reduced |
| Dearborn Partners LLC | 37,313 | $2.31M | 0.09% | +426+1.2% | Added |
| Ellsworth Advisors, LLC | 37,266 | $2.31M | 1.05% | +10,362+38.5% | Added |
| Hancock Whitney Corp | 37,220 | $2.31M | 0.08% | −80.0% | Reduced |
| Lantz Financial LLC | 37,046 | $2.30M | 1.18% | +944+2.6% | Added |
| Pinkerton Retirement Specialists, LLC | 37,019 | $2.29M | 0.44% | +1,407+4.0% | Added |
| Ziegler Capital Management, LLC | 36,905 | $2.29M | 0.08% | −8,432−18.6% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 36,521 | $2.26M | 0.44% | −1,039−2.8% | Reduced |
| Argent Trust Co | 36,451 | $2.26M | 0.15% | −2,751−7.0% | Reduced |
| United Bank | 36,303 | $2.25M | 1.43% | +9,908+37.5% | Added |
| Vectors Research Management, LLC | 36,297 | $2.25M | 0.53% | +2,436+7.2% | Added |
| Pinnacle Associates Ltd | 36,240 | $2.25M | 0.04% | +87+0.2% | Added |
| Seeyond | 36,098 | $2.24M | 0.22% | −5,992−14.2% | Reduced |
| Family Legacy, Inc. | 35,655 | $2.23M | 1.00% | −93−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 35,928 | $2.23M | 0.06% | +13,733+61.9% | Added |
| MD Financial Management Inc. | 35,897 | $2.23M | 0.06% | +2,537+7.6% | Added |
| Laurel Wealth Advisors LLC | 35,868 | $2.22M | 0.51% | +2,332+7.0% | Added |
| Rothschild Investment Corp | 35,847 | $2.22M | 0.19% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 35,620 | $2.21M | 0.04% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 35,218 | $2.18M | 1.00% | −330−0.9% | Reduced |
| Level Four Advisory Services, LLC | 35,139 | $2.18M | 0.23% | +84+0.2% | Added |
| HNP Capital LLC | 35,001 | $2.17M | 0.54% | +1,140+3.4% | Added |
| Hengehold Capital Management LLC | 34,763 | $2.15M | 0.28% | +2,428+7.5% | Added |
| Financial Partners Capital Management LLC | 34,481 | $2.14M | 0.39% | +4,361+14.5% | Added |
| Regentatlantic Capital LLC | 34,417 | $2.13M | 0.06% | +2,672+8.4% | Added |
| South State Corp. | 34,234 | $2.12M | 0.18% | −130−0.4% | Reduced |
| HighPoint Advisor Group LLC | 34,216 | $2.12M | 0.21% | −945−2.7% | Reduced |
| Woodmont Investment Counsel LLC | 34,194 | $2.12M | 0.31% | +45+0.1% | Added |
| Farmers National Bank | 34,374 | $2.11M | 0.84% | −1,239−3.5% | Reduced |
| Proequities, Inc. | 34,066 | $2.11M | 0.13% | −2,474−6.8% | Reduced |
| Mechanics Bank Trust Department | 33,922 | $2.10M | 0.34% | −150−0.4% | Reduced |
| Harbor Financial Services, LLC | 33,617 | $2.08M | 0.91% | −245−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 33,023 | $2.08M | 0.18% | −70−0.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,442 | $2.07M | 0.36% | −225−0.7% | Reduced |
| Essex Financial Services, Inc. | 33,440 | $2.07M | 0.24% | +4,646+16.1% | Added |
| Brooks, Moore & Associates, Inc. | 33,413 | $2.07M | 1.36% | −67−0.2% | Reduced |
| GWM Advisors LLC | 33,247 | $2.06M | 0.05% | +2,428+7.9% | Added |
| Day & Ennis, LLC | 33,059 | $2.05M | 0.71% | +1,147+3.6% | Added |
| Essex LLC | 33,072 | $2.05M | 0.57% | +33,072 | New |
| Oakworth Capital, Inc. | 32,978 | $2.04M | 0.20% | −3,577−9.8% | Reduced |
| Wills Financial Group, Inc. | 32,785 | $2.03M | 0.91% | −7,155−17.9% | Reduced |
| GSB Wealth Management, LLC | 32,380 | $2.01M | 1.03% | −580−1.8% | Reduced |
| Cigna Investments Inc | 32,363 | $2.00M | 0.15% | −566−1.7% | Reduced |
| Azimuth Capital Management LLC | 32,325 | $2.00M | 0.09% | −1,730−5.1% | Reduced |
| Veritable, L.P. | 32,214 | $2.00M | 0.03% | −4,760−12.9% | Reduced |
| Geneos Wealth Management Inc. | 32,078 | $1.98M | 0.08% | +1,575+5.2% | Added |
| MUFG Securities EMEA plc | 31,900 | $1.98M | 0.03% | −16,300−33.8% | Reduced |
| Everence Capital Management Inc | 31,681 | $1.96M | 0.16% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 31,631 | $1.96M | 0.19% | −2,981−8.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,224 | $1.94M | 0.01% | −1,153−3.6% | Reduced |
| BlueCrest Capital Management Ltd | 31,203 | $1.93M | 0.10% | +31,203 | New |
| Peapack Gladstone Financial Corp | 31,129 | $1.93M | 0.04% | +2,269+7.9% | Added |
| Soltis Investment Advisors LLC | 31,002 | $1.92M | 0.30% | +1,927+6.6% | Added |
| Sowell Financial Services LLC | 30,970 | $1.92M | 0.13% | −925−2.9% | Reduced |
| Green Square Capital Advisors LLC | 30,874 | $1.91M | 0.43% | +3,435+12.5% | Added |
| World Asset Management Inc | 30,549 | $1.89M | 0.19% | −1,364−4.3% | Reduced |
| National Asset Management, Inc. | 30,545 | $1.89M | 0.06% | +4,073+15.4% | Added |
| StoneX Group Inc. | 30,478 | $1.89M | 0.27% | −1,063−3.4% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $1.87M | 0.08% | 00.0% | Unchanged |
| Nepsis, Inc. | 30,009 | $1.86M | 0.59% | +1,864+6.6% | Added |
| IBM Retirement Fund | 29,810 | $1.85M | 0.14% | +52+0.2% | Added |
| Robbins Farley LLC | 29,755 | $1.84M | 1.36% | −51−0.2% | Reduced |
| Diversified Portfolios, Inc. | 29,651 | $1.84M | 0.51% | −2,896−8.9% | Reduced |
| Derbend Asset Management | 29,589 | $1.83M | 1.72% | +3,055+11.5% | Added |
| Tokio Marine Asset Management Co Ltd | 29,578 | $1.83M | 0.16% | +17+0.1% | Added |
| Leelyn Smith, LLC | 29,428 | $1.82M | 0.53% | +257+0.9% | Added |
| Summit Global Investments | 29,407 | $1.82M | 0.14% | +20,993+249.5% | Added |
| First City Capital Management, Inc. | 29,327 | $1.82M | 1.02% | 00.0% | Unchanged |
| Busey Wealth Management | 29,251 | $1.81M | 0.07% | +17,958+159.0% | Added |
| Sumitomo Life Insurance Co | 29,107 | $1.80M | 0.05% | −1,226−4.0% | Reduced |