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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 18,966 | $1.18M | 0.11% | +455+2.5% | Added |
| Evercore Wealth Management, LLC | 18,943 | $1.17M | 0.02% | −20−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 18,936 | $1.17M | 0.15% | −11−0.1% | Reduced |
| Hilltop Holdings Inc. | 18,935 | $1.17M | 0.13% | +2,983+18.7% | Added |
| HawsGoodwin Investment Management LLC | 18,897 | $1.17M | 0.36% | −33−0.2% | Reduced |
| Texas Yale Capital Corp. | 18,903 | $1.17M | 0.07% | +650+3.6% | Added |
| Segall Bryant & Hamill, LLC | 18,885 | $1.17M | 0.01% | +4,206+28.7% | Added |
| Richard P Slaughter Associates Inc | 18,880 | $1.17M | 0.46% | +861+4.8% | Added |
| Keudell/Morrison Wealth Management | 18,794 | $1.17M | 0.50% | +225+1.2% | Added |
| Mutual Advisors, LLC | 18,766 | $1.16M | 0.07% | +390+2.1% | Added |
| Moody National Bank Trust Division | 18,733 | $1.16M | 0.02% | −348−1.8% | Reduced |
| Wellington Shields & Co., LLC | 18,721 | $1.16M | 0.40% | +50+0.3% | Added |
| Barnett & Company, Inc. | 18,725 | $1.16M | 0.87% | +3,225+20.8% | Added |
| SeaCrest Wealth Management, LLC | 18,689 | $1.16M | 0.14% | +90+0.5% | Added |
| IFP Advisors, Inc | 18,566 | $1.15M | 0.02% | +1,236+7.1% | Added |
| Stock Yards Bank & Trust Co | 18,479 | $1.15M | 0.07% | −475−2.5% | Reduced |
| Garner Asset Management Corp | 18,451 | $1.14M | 0.54% | +10.0% | Added |
| LBMC Investment Advisors, LLC | 1,552 | $1.14M | 0.11% | −16,235−91.3% | Reduced |
| Worldquant Millennium Advisors LLC | 18,364 | $1.14M | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 18,246 | $1.13M | 0.21% | −373−2.0% | Reduced |
| KCM Investment Advisors LLC | 18,202 | $1.13M | 0.04% | −1,884−9.4% | Reduced |
| Veriti Management LLC | 18,109 | $1.12M | 0.16% | +2,646+17.1% | Added |
| Detalus Advisors, LLC | 18,095 | $1.12M | 0.57% | +851+4.9% | Added |
| Kestra Private Wealth Services, LLC | 18,097 | $1.12M | 0.06% | +3,781+26.4% | Added |
| Colony Group LLC | 17,980 | $1.11M | 0.02% | +11,239+166.7% | Added |
| Asset Advisors Investment Management, LLC | 17,962 | $1.11M | 0.12% | −457−2.5% | Reduced |
| Adviser Investments LLC | 17,947 | $1.11M | 0.08% | +373+2.1% | Added |
| Tdam USA Inc. | 17,935 | $1.11M | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 17,829 | $1.10M | 0.08% | +4,916+38.1% | Added |
| KG&L Capital Management,LLC | 17,735 | $1.10M | 0.48% | +478+2.8% | Added |
| Red Door Wealth Management, LLC | 17,616 | $1.09M | 0.42% | −55−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 17,557 | $1.09M | 0.50% | −155−0.9% | Reduced |
| Vontobel Holding Ltd. | 17,549 | $1.09M | 0.01% | +783+4.7% | Added |
| Ipswich Investment Management Co., Inc. | 17,509 | $1.08M | 0.28% | −150−0.8% | Reduced |
| Blueshift Asset Management, LLC | 17,388 | $1.08M | 0.06% | +9,841+130.4% | Added |
| Calamos Wealth Management LLC | 17,293 | $1.07M | 0.09% | −9,828−36.2% | Reduced |
| Trust Co of Vermont | 17,304 | $1.07M | 0.08% | +350+2.1% | Added |
| Patton Albertson Miller Group, LLC | 17,306 | $1.07M | 0.20% | +3,827+28.4% | Added |
| AllGen Financial Advisors, Inc. | 42,158 | $1.07M | 0.87% | +42,158 | New |
| Creative Financial Designs Inc | 17,216 | $1.07M | 0.18% | +1,396+8.8% | Added |
| McMillion Capital Management Inc | 17,166 | $1.06M | 0.63% | +1,420+9.0% | Added |
| Wealthspire Advisors, LLC | 17,077 | $1.06M | 0.02% | +12,170+248.0% | Added |
| Griffin Asset Management, Inc. | 17,062 | $1.06M | 0.14% | +10.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,055 | $1.06M | 0.46% | +29+0.2% | Added |
| Wetherby Asset Management Inc | 17,029 | $1.05M | 0.07% | −406−2.3% | Reduced |
| Benedict Financial Advisors Inc | 17,015 | $1.05M | 0.29% | +1,640+10.7% | Added |
| Spire Wealth Management | 16,991 | $1.05M | 0.03% | −2,260−11.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.05M | 0.14% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 16,819 | $1.05M | 0.56% | +518+3.2% | Added |
| Procyon Private Wealth Partners, LLC | 16,955 | $1.05M | 0.27% | +1,522+9.9% | Added |
| Park National Corp | 16,923 | $1.05M | 0.04% | −169−1.0% | Reduced |
| HHM Wealth Advisors, LLC | 16,898 | $1.05M | 0.28% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 16,827 | $1.04M | 0.16% | 00.0% | Unchanged |
| Woodstock Corp | 16,802 | $1.04M | 0.12% | +125+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,769 | $1.04M | 0.34% | +154+0.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 16,772 | $1.04M | 0.01% | +3,044+22.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 16,711 | $1.04M | 0.02% | −20.0% | Reduced |
| Clearstead Advisors, LLC | 16,697 | $1.03M | 0.08% | +858+5.4% | Added |
| Silvercrest Asset Management Group LLC | 16,686 | $1.03M | 0.01% | −454−2.6% | Reduced |
| LaFleur & Godfrey LLC | 16,625 | $1.03M | 0.14% | +450+2.8% | Added |
| Bessemer Group Inc | 16,481 | $1.02M | 0.00% | +8,300+101.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,469 | $1.02M | 0.27% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 16,423 | $1.02M | 0.21% | −17−0.1% | Reduced |
| Elevated Capital Advisors, LLC | 16,276 | $1.01M | 0.35% | +16,276 | New |
| Koshinski Asset Management, Inc. | 16,237 | $1.01M | 0.09% | +4,068+33.4% | Added |
| Rodgers Brothers Inc. | 16,218 | $1.00M | 0.20% | 00.0% | Unchanged |
| Wealth Alliance | 16,105 | $998.0K | 0.22% | +46+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 15,901 | $993.0K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 16,011 | $992.0K | 0.02% | −14,095−46.8% | Reduced |
| Integrated Wealth Concepts LLC | 15,872 | $984.0K | 0.03% | +1,133+7.7% | Added |
| Good Life Advisors, LLC | 15,742 | $976.0K | 0.13% | +3,375+27.3% | Added |
| Vestcor Inc | 15,602 | $967.0K | 0.03% | −62,718−80.1% | Reduced |
| First United Bank Trust | 15,606 | $967.0K | 0.39% | −85−0.5% | Reduced |
| American National Registered Investment Advisor, Inc. | 15,589 | $966.0K | 0.35% | −17−0.1% | Reduced |
| Twin Capital Management Inc | 15,577 | $965.0K | 0.10% | −1,490−8.7% | Reduced |
| American Portfolios Advisors | 15,511 | $961.2K | 0.04% | +124+0.8% | Added |
| Islay Capital Management, LLC | 15,489 | $960.0K | 0.74% | +883+6.0% | Added |
| United Bank | 15,438 | $957.0K | 0.13% | 00.0% | Unchanged |
| Camden Capital, LLC | 15,438 | $957.0K | 0.19% | +3,900+33.8% | Added |
| EP Wealth Advisors, LLC | 15,362 | $952.0K | 0.03% | −3,472−18.4% | Reduced |
| ProVise Management Group, LLC | 15,305 | $948.0K | 0.09% | −1,932−11.2% | Reduced |
| Biltmore Family Office, LLC | 15,291 | $948.0K | 0.23% | −500−3.2% | Reduced |
| Park Avenue Securities LLC | 15,304 | $948.0K | 0.02% | +371+2.5% | Added |
| Lazard Asset Management LLC | 15,261 | $945.0K | 0.00% | −478−3.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 15,239 | $944.0K | 0.17% | +15,239 | New |
| Arrow Financial Corp | 15,216 | $943.0K | 0.12% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 15,050 | $933.0K | 0.12% | +949+6.7% | Added |
| ICW Investment Advisors LLC | 15,038 | $932.0K | 0.60% | +236+1.6% | Added |
| SignalPoint Asset Management, LLC | 14,983 | $927.0K | 0.30% | −558−3.6% | Reduced |
| Intrust Bank NA | 14,955 | $927.0K | 0.12% | +964+6.9% | Added |
| PSI Advisors, LLC | 14,953 | $926.0K | 0.43% | −1,470−9.0% | Reduced |
| Capital Asset Advisory Services LLC | 14,930 | $925.0K | 0.10% | +739+5.2% | Added |
| Diversified Trust Co | 14,904 | $924.0K | 0.03% | −3,409−18.6% | Reduced |
| Bristlecone Advisors, LLC | 14,914 | $924.0K | 0.12% | −1,200−7.4% | Reduced |
| Columbia Asset Management | 14,892 | $923.0K | 0.20% | −746−4.8% | Reduced |
| Guardian Investment Management | 14,910 | $923.0K | 0.68% | 00.0% | Unchanged |
| Gleason Group, Inc. | 14,876 | $922.0K | 0.33% | +146+1.0% | Added |
| Mayfair Advisory Group, LLC | 14,768 | $922.0K | 1.41% | +950+6.9% | Added |
| ARGI Investment Services, LLC | 14,776 | $916.0K | 0.03% | +8+0.1% | Added |
| Shikiar Asset Management Inc | 14,750 | $914.0K | 0.26% | +7,650+107.7% | Added |