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 |
|---|---|---|---|---|---|
| StrategIQ Financial Group, LLC | 14,693 | $911.0K | 0.18% | +150+1.0% | Added |
| Arden Trust Co | 14,652 | $908.0K | 0.16% | −188−1.3% | Reduced |
| Chatham Capital Group, Inc. | 14,594 | $904.0K | 0.17% | −624−4.1% | Reduced |
| Strategic Blueprint, LLC | 14,541 | $901.0K | 0.14% | +1,135+8.5% | Added |
| Gateway Investment Advisers LLC | 14,515 | $899.0K | 0.01% | +1,981+15.8% | Added |
| Atlantic Union Bankshares Corp | 14,396 | $892.0K | 0.08% | +482+3.5% | Added |
| Tudor Investment Corp Et Al | 14,356 | $890.0K | 0.02% | −202,891−93.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,364 | $890.0K | 0.03% | −364−2.5% | Reduced |
| Columbus Macro, LLC | 14,325 | $888.0K | 0.29% | −338−2.3% | Reduced |
| Longfellow Investment Management Co LLC | 14,263 | $884.0K | 0.14% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 14,261 | $884.0K | 0.21% | +328+2.4% | Added |
| Abbrea Capital, LLC | 14,267 | $884.0K | 0.13% | +400+2.9% | Added |
| Citizens Financial Group Inc | 14,176 | $878.0K | 0.03% | +2,518+21.6% | Added |
| TrinityPoint Wealth, LLC | 14,090 | $873.0K | 0.17% | +20.0% | Added |
| Stokes Family Office, LLC | 14,047 | $871.0K | 0.12% | +362+2.6% | Added |
| Allstate Corp | 13,991 | $867.0K | 0.04% | −1,341−8.7% | Reduced |
| White Lighthouse Investment Management Inc. | 13,974 | $866.0K | 0.23% | −150−1.1% | Reduced |
| Chicago Trust Co NA | 13,977 | $866.0K | 0.19% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,925 | $863.0K | 0.01% | +5,158+58.8% | Added |
| Mitchell Sinkler & Starr | 13,865 | $859.0K | 0.78% | −150−1.1% | Reduced |
| Blue Fin Capital, Inc. | 13,813 | $856.0K | 0.26% | −684−4.7% | Reduced |
| Boston Private Wealth LLC | 13,807 | $856.0K | 0.01% | −195−1.4% | Reduced |
| Court Place Advisors, LLC | 13,802 | $855.0K | 0.25% | −800−5.5% | Reduced |
| Bahl & Gaynor Inc | 13,716 | $850.0K | 0.01% | +70+0.5% | Added |
| Old National Bancorp | 13,689 | $849.0K | 0.03% | +5,312+63.4% | Added |
| Integrated Advisors Network LLC | 13,691 | $848.0K | 0.06% | +552+4.2% | Added |
| Salem Investment Counselors Inc | 13,572 | $841.0K | 0.05% | −148−1.1% | Reduced |
| Wolverine Trading, LLC | 13,418 | $841.0K | 0.02% | −39−0.3% | Reduced |
| B. Riley Wealth Management, Inc. | 13,569 | $841.0K | 0.06% | +13,569 | New |
| TCW Group Inc | 13,559 | $840.0K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 13,526 | $839.0K | 0.01% | +1,218+9.9% | Added |
| Pacitti Group Inc. | 13,516 | $838.0K | 0.52% | +868+6.9% | Added |
| Adirondack Trust Co | 13,417 | $836.0K | 0.40% | −15−0.1% | Reduced |
| Earnest Partners LLC | 13,477 | $835.0K | 0.01% | −1,318−8.9% | Reduced |
| Allworth Financial LP | 13,385 | $829.0K | 0.01% | +5,582+71.5% | Added |
| Philadelphia Trust Co | 13,350 | $827.0K | 0.06% | −930−6.5% | Reduced |
| Resources Investment Advisors, LLC. | 13,333 | $826.0K | 0.03% | +125+0.9% | Added |
| Am Investment Strategies LLC | 13,259 | $822.0K | 0.22% | +10.0% | Added |
| HM Payson & Co | 13,229 | $820.0K | 0.02% | +10.0% | Added |
| Empirical Finance, LLC | 13,198 | $818.0K | 0.12% | +763+6.1% | Added |
| International Assets Investment Management, LLC | 13,088 | $811.0K | 0.15% | −748−5.4% | Reduced |
| People's United Financial, Inc. | 12,985 | $805.0K | 0.02% | +1,001+8.4% | Added |
| Meeder Asset Management Inc | 12,941 | $802.0K | 0.04% | +1,791+16.1% | Added |
| Plimoth Trust Co LLC | 12,912 | $801.0K | 0.23% | −160−1.2% | Reduced |
| Rocky Mountain Advisers, LLC | 12,925 | $801.0K | 0.98% | 00.0% | Unchanged |
| Resources Management Corp | 12,930 | $801.0K | 0.12% | +665+5.4% | Added |
| AdvisorNet Financial, Inc | 12,925 | $801.0K | 0.06% | +2,496+23.9% | Added |
| Linscomb & Williams, Inc. | 12,920 | $801.0K | 0.04% | +3,964+44.3% | Added |
| Jaffetilchin Investment Partners, LLC | 12,833 | $795.0K | 0.08% | −1,340−9.5% | Reduced |
| BancorpSouth Bank | 12,728 | $789.0K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 12,683 | $786.0K | 0.36% | +134+1.1% | Added |
| Comerica Securities,inc. | 12,647 | $784.0K | 0.06% | +229+1.8% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 12,635 | $783.0K | 0.90% | +360+2.9% | Added |
| Stableford Capital II LLC | 12,292 | $778.0K | 0.39% | −476−3.7% | Reduced |
| Focus Financial Network, Inc. | 12,536 | $776.9K | 0.10% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 12,505 | $775.0K | 0.12% | +123+1.0% | Added |
| Teza Capital Management LLC | 12,497 | $774.0K | 0.37% | −31,732−71.7% | Reduced |
| Allred Capital Management, LLC | 12,482 | $773.0K | 0.40% | −351−2.7% | Reduced |
| Mather Group, LLC. | 12,440 | $771.0K | 0.02% | −565−4.3% | Reduced |
| Centre Asset Management, LLC | 11,629 | $770.0K | 0.40% | +140+1.2% | Added |
| Boston Trust Walden Corp | 12,389 | $768.0K | 0.01% | +214+1.8% | Added |
| Avantax Planning Partners, Inc. | 12,391 | $768.0K | 0.04% | +1,368+12.4% | Added |
| Cerity Partners LLC | 12,317 | $763.0K | 0.02% | −3,261−20.9% | Reduced |
| Henshaw Capital LLC | 12,288 | $761.5K | 0.05% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 12,280 | $761.0K | 0.40% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 12,261 | $760.0K | 0.02% | +1,032+9.2% | Added |
| Murphy Capital Management Inc | 12,259 | $759.0K | 0.09% | −1,320−9.7% | Reduced |
| Kovack Advisors, Inc. | 12,253 | $759.0K | 0.08% | +50.0% | Added |
| Sunbelt Securities, Inc. | 11,991 | $757.0K | 0.14% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,202 | $756.0K | 0.04% | +1,702+16.2% | Added |
| Corient Capital Partners, LLC | 12,165 | $754.0K | 0.06% | +707+6.2% | Added |
| Peak Planning Group, LLC | 12,162 | $753.7K | 0.65% | +12,162 | New |
| Altium Wealth Management LLC | 12,151 | $753.0K | 0.05% | −253−2.0% | Reduced |
| 1832 Asset Management L.P. | 12,611 | $750.0K | 0.00% | +7,559+149.6% | Added |
| Nomura Holdings Inc | 12,122 | $749.0K | 0.01% | +12,122 | New |
| Sciencast Management LP | 12,144 | $748.0K | 0.21% | −1,778−12.8% | Reduced |
| Magnolia Capital Advisors LLC | 12,047 | $747.0K | 0.26% | −1,329−9.9% | Reduced |
| Marino, Stram & Associates LLC | 11,983 | $743.0K | 0.26% | +11,983 | New |
| Burney Co | 11,878 | $736.0K | 0.03% | −152−1.3% | Reduced |
| Vident Investment Advisory, LLC | 11,878 | $736.0K | 0.02% | +2,354+24.7% | Added |
| Advisory Alpha, LLC | 11,838 | $734.0K | 0.05% | +574+5.1% | Added |
| Aberdeen Wealth Management LLC | 11,832 | $733.0K | 0.71% | −215−1.8% | Reduced |
| FDx Advisors, Inc. | 11,803 | $731.0K | 0.02% | +323+2.8% | Added |
| FineMark National Bank & Trust | 11,753 | $728.0K | 0.03% | −3,784−24.4% | Reduced |
| Shepherd Financial Partners LLC | 11,729 | $728.0K | 0.14% | −1,390−10.6% | Reduced |
| Country Trust Bank | 11,732 | $727.0K | 0.02% | +5,158+78.5% | Added |
| Mid Atlantic Financial Management Inc | 11,698 | $725.0K | 0.05% | −6−0.1% | Reduced |
| FinTrust Capital Advisors, LLC | 11,625 | $720.0K | 0.19% | +533+4.8% | Added |
| First National Corp | 11,609 | $719.0K | 0.16% | +1,154+11.0% | Added |
| Strategic Wealth Advisors Group, LLC | 11,602 | $716.0K | 0.03% | −7,381−38.9% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $710.0K | 0.30% | −10−0.1% | Reduced |
| Summit Financial Group Inc | 11,418 | $707.0K | 0.26% | 00.0% | Unchanged |
| Fiduciary Trust Co | 11,273 | $698.0K | 0.01% | −500−4.2% | Reduced |
| Juncture Wealth Strategies, LLC | 11,211 | $695.0K | 0.37% | −64−0.6% | Reduced |
| Farmers Trust Co | 11,257 | $695.0K | 0.15% | 00.0% | Unchanged |
| Haverford Trust Co | 11,167 | $692.0K | 0.01% | +4,275+62.0% | Added |
| IHT Wealth Management, LLC | 11,124 | $689.0K | 0.06% | −8,420−43.1% | Reduced |
| Ascent Wealth Partners, LLC | 11,100 | $688.0K | 0.13% | +2,946+36.1% | Added |
| Congress Asset Management Co | 11,079 | $687.0K | 0.01% | +999+9.9% | Added |
| Chilton Capital Management LLC | 11,030 | $684.0K | 0.04% | −491−4.3% | Reduced |