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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 28,723 | $1.78M | 0.15% | −1,514−5.0% | Reduced |
| Brown Advisory Inc | 28,596 | $1.77M | 0.00% | +574+2.0% | Added |
| Bank of Hawaii | 28,536 | $1.77M | 0.10% | −6,066−17.5% | Reduced |
| Johnson Investment Counsel Inc | 28,491 | $1.77M | 0.02% | +1,849+6.9% | Added |
| NBT Bank N A | 28,428 | $1.76M | 0.24% | −145−0.5% | Reduced |
| Waters Parkerson & Co., LLC | 28,368 | $1.76M | 0.10% | −325−1.1% | Reduced |
| Coastal Bridge Advisors, LLC | 28,221 | $1.75M | 0.40% | +122+0.4% | Added |
| Jacobi Capital Management LLC | 28,037 | $1.74M | 0.22% | +2,540+10.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,966 | $1.73M | 0.18% | +413+1.5% | Added |
| Trustco Bank Corp N Y | 27,895 | $1.73M | 1.61% | +50+0.2% | Added |
| Bailard, Inc. | 27,882 | $1.73M | 0.06% | +420+1.5% | Added |
| NTV Asset Management LLC | 27,872 | $1.73M | 0.30% | +1,217+4.6% | Added |
| Buckingham Strategic Wealth, LLC | 27,786 | $1.72M | 0.04% | −202−0.7% | Reduced |
| Carroll Financial Associates, Inc. | 27,711 | $1.72M | 0.10% | +172+0.6% | Added |
| Dean Investment Associates, LLC | 27,611 | $1.71M | 0.32% | +414+1.5% | Added |
| Mission Wealth Management, LP | 27,286 | $1.69M | 0.09% | +27,286 | New |
| Kavar Capital Partners Group, LLC | 26,901 | $1.67M | 0.38% | −800−2.9% | Reduced |
| Los Angeles Capital Management LLC | 26,731 | $1.66M | 0.01% | −17,091−39.0% | Reduced |
| Group One Trading, L.P. | 26,744 | $1.66M | 0.04% | +26,744 | New |
| Y-Intercept (Hong Kong) Ltd | 26,378 | $1.64M | 0.30% | +13,300+101.7% | Added |
| Citizens National Bank Trust Department | 26,364 | $1.63M | 0.46% | −175−0.7% | Reduced |
| JustInvest LLC | 26,355 | $1.63M | 0.15% | +3,310+14.4% | Added |
| TFG Advisers LLC | 26,261 | $1.63M | 0.79% | −336−1.3% | Reduced |
| Wedbush Securities Inc | 26,222 | $1.63M | 0.08% | +240+0.9% | Added |
| Bennicas & Associates, Inc. | 26,166 | $1.62M | 0.91% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 26,139 | $1.62M | 0.12% | +59+0.2% | Added |
| John G Ullman & Associates Inc | 26,100 | $1.62M | 0.22% | −450−1.7% | Reduced |
| Peoples Financial Services Corp. | 26,082 | $1.62M | 0.68% | −103−0.4% | Reduced |
| Viking Fund Management LLC | 26,000 | $1.61M | 0.47% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 25,979 | $1.61M | 0.13% | +1,077+4.3% | Added |
| Crawford Investment Counsel Inc | 25,935 | $1.61M | 0.03% | +1,180+4.8% | Added |
| Brown Brothers Harriman & Co | 25,838 | $1.60M | 0.01% | +3,216+14.2% | Added |
| Greenwood Gearhart Inc | 25,690 | $1.59M | 0.25% | −1,631−6.0% | Reduced |
| Rational Advisors LLC | 25,408 | $1.57M | 0.12% | +1,311+5.4% | Added |
| Loomis Sayles & Co L P | 25,294 | $1.57M | 0.00% | +24,995+8,359.5% | Added |
| American Assets Investment Management, LLC | 25,000 | $1.55M | 0.19% | +25,000 | New |
| Hartford Financial Management Inc. | 24,878 | $1.54M | 0.39% | +129+0.5% | Added |
| Banque Cantonale Vaudoise | 24,483 | $1.52M | 0.07% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 24,118 | $1.50M | 0.11% | +1,807+8.1% | Added |
| Stolper Co | 23,982 | $1.49M | 0.71% | +569+2.4% | Added |
| Bard Financial Services, Inc. | 23,960 | $1.49M | 0.13% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 23,874 | $1.48M | 0.08% | +2,977+14.2% | Added |
| Cullinan Associates Inc | 23,820 | $1.48M | 0.08% | +2,800+13.3% | Added |
| Ontario Teachers Pension Plan Board | 23,788 | $1.47M | 0.01% | +227+1.0% | Added |
| Burns J W & Co Inc | 23,772 | $1.47M | 0.23% | −683−2.8% | Reduced |
| Community Bank of Raymore | 23,730 | $1.47M | 0.44% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 23,573 | $1.46M | 0.77% | −9,660−29.1% | Reduced |
| Consolidated Planning Corp | 23,456 | $1.45M | 0.94% | +209+0.9% | Added |
| Madden Securities Corp | 23,446 | $1.45M | 0.79% | −20−0.1% | Reduced |
| Verdence Capital Advisors LLC | 23,140 | $1.43M | 0.19% | −138−0.6% | Reduced |
| Spreng Capital Management, Inc. | 23,061 | $1.42M | 0.91% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 22,967 | $1.42M | 0.12% | 00.0% | Unchanged |
| Sandy Spring Bank | 22,852 | $1.42M | 0.07% | +70.0% | Added |
| Parsons Capital Management Inc | 22,767 | $1.41M | 0.11% | −1,001−4.2% | Reduced |
| Gsa Capital Partners LLP | 22,675 | $1.41M | 0.14% | +22,675 | New |
| Access Financial Services, Inc. | 22,605 | $1.40M | 0.63% | −381−1.7% | Reduced |
| ZWJ Investment Counsel Inc | 22,609 | $1.40M | 0.08% | +4,780+26.8% | Added |
| Old North State Trust, LLC | 22,526 | $1.40M | 1.24% | 00.0% | Unchanged |
| Smith, Moore & Co. | 22,098 | $1.37M | 0.21% | +24+0.1% | Added |
| Holderness Investments Co | 21,949 | $1.36M | 0.45% | −3,254−12.9% | Reduced |
| Donaldson Capital Management, LLC | 21,819 | $1.35M | 0.07% | −5,840−21.1% | Reduced |
| CapWealth Advisors, LLC | 21,803 | $1.35M | 0.15% | +200+0.9% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.35M | 0.06% | +12,800+142.2% | Added |
| First Midwest Bank Trust Division | 21,658 | $1.34M | 0.19% | −1,541−6.6% | Reduced |
| SevenBridge Financial Group, LLC | 21,636 | $1.34M | 0.45% | −697−3.1% | Reduced |
| Southeast Asset Advisors Inc. | 21,582 | $1.34M | 0.22% | −411−1.9% | Reduced |
| Excalibur Management Corp | 21,439 | $1.33M | 0.58% | −400−1.8% | Reduced |
| Forte Capital LLC | 21,404 | $1.33M | 0.18% | −733−3.3% | Reduced |
| Northwest Bancshares, Inc. | 21,290 | $1.32M | 0.30% | −306−1.4% | Reduced |
| Capital Square, LLC | 21,361 | $1.32M | 0.93% | +1,147+5.7% | Added |
| Snowden Capital Advisors LLC | 21,252 | $1.32M | 0.07% | +88+0.4% | Added |
| NorthRock Partners, LLC | 21,055 | $1.30M | 0.11% | −943−4.3% | Reduced |
| Arkadios Wealth Advisors | 20,963 | $1.30M | 0.19% | +7,949+61.1% | Added |
| Mainstay Capital Management LLC | 20,844 | $1.29M | 0.74% | −3,863−15.6% | Reduced |
| Waratah Capital Advisors Ltd. | 20,822 | $1.29M | 0.07% | +2,390+13.0% | Added |
| Thrive Capital Management, LLC | 20,817 | $1.29M | 0.95% | +3,004+16.9% | Added |
| Regent Peak Wealth Advisors LLC | 20,392 | $1.26M | 0.36% | +32+0.2% | Added |
| FourThought Financial, LLC | 20,344 | $1.26M | 0.17% | −960−4.5% | Reduced |
| Regal Investment Advisors LLC | 20,330 | $1.26M | 0.12% | +3,419+20.2% | Added |
| Occudo Quantitative Strategies LP | 20,332 | $1.26M | 0.15% | +20,332 | New |
| Community Bank, N.A. | 20,252 | $1.25M | 0.15% | +140+0.7% | Added |
| Grove Bank & Trust | 20,232 | $1.25M | 0.26% | +54+0.3% | Added |
| Kempen Capital Management N.V. | 20,168 | $1.25M | 0.04% | +7,478+58.9% | Added |
| Farmers & Merchants Investments Inc | 20,130 | $1.25M | 0.05% | −5,290−20.8% | Reduced |
| Winton Group Ltd | 20,066 | $1.24M | 0.07% | +4,193+26.4% | Added |
| Belpointe Asset Management LLC | 20,045 | $1.24M | 0.08% | −308−1.5% | Reduced |
| Canal Insurance CO | 20,000 | $1.24M | 0.42% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 19,925 | $1.24M | 0.88% | +19,925 | New |
| Patten & Patten Inc | 19,838 | $1.23M | 0.09% | +3,250+19.6% | Added |
| Kingsview Wealth Management, LLC | 19,812 | $1.23M | 0.06% | +2,122+12.0% | Added |
| Savant Capital, LLC | 19,770 | $1.23M | 0.04% | +4,232+27.2% | Added |
| Sheets Smith Wealth Management | 19,647 | $1.22M | 0.17% | −861−4.2% | Reduced |
| Engineers Gate Manager LP | 19,608 | $1.22M | 0.07% | +14,239+265.2% | Added |
| Ieq Capital, LLC | 19,515 | $1.21M | 0.03% | +12,821+191.5% | Added |
| Private Trust Co NA | 19,381 | $1.20M | 0.17% | +510+2.7% | Added |
| Merit Financial Group, LLC | 19,164 | $1.19M | 0.12% | +180+0.9% | Added |
| Old Port Advisors | 18,898 | $1.19M | 0.43% | +2,564+15.7% | Added |
| Chemung Canal Trust Co | 19,064 | $1.18M | 0.23% | +870+4.8% | Added |
| Bank Ozk | 19,023 | $1.18M | 0.53% | −1,724−8.3% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.18M | 0.20% | 00.0% | Unchanged |