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 |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 11,003 | $682.0K | 0.07% | −78−0.7% | Reduced |
| Sawtooth Solutions, LLC | 10,995 | $682.0K | 0.10% | +1,343+13.9% | Added |
| Franklin Street Advisors Inc | 10,902 | $676.0K | 0.06% | +318+3.0% | Added |
| Carnegie Capital Asset Management, LLC | 10,893 | $675.0K | 0.03% | +660+6.4% | Added |
| First Dallas Securities Inc. | 10,823 | $671.0K | 0.46% | 00.0% | Unchanged |
| Cutler Group LP | 10,833 | $671.0K | 0.05% | +5,101+89.0% | Added |
| Palumbo Wealth Management LLC | 10,817 | $670.0K | 0.44% | −1,187−9.9% | Reduced |
| Roberts Glore & Co Inc | 10,773 | $668.0K | 0.20% | −60−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 10,768 | $667.0K | 0.08% | −510−4.5% | Reduced |
| Atlas Brown,Inc. | 10,724 | $665.0K | 0.29% | −626−5.5% | Reduced |
| Simplex Trading, LLC | 10,739 | $660.0K | 0.02% | −500−4.4% | Reduced |
| Chesley Taft & Associates LLC | 10,652 | $660.0K | 0.04% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 10,453 | $655.0K | 0.06% | +35+0.3% | Added |
| Wealthsource Partners, LLC | 10,526 | $652.0K | 0.06% | −69−0.7% | Reduced |
| Wealthcare Advisory Partners LLC | 10,509 | $651.0K | 0.04% | +1,636+18.4% | Added |
| Caldwell Trust Co | 10,484 | $649.7K | 0.08% | +284+2.8% | Added |
| Clarius Group, LLC | 10,460 | $648.0K | 0.06% | +290+2.9% | Added |
| Gotham Asset Management, LLC | 10,415 | $645.0K | 0.03% | +512+5.2% | Added |
| Rowland & Co Investment Counsel | 12,406 | $643.3K | 0.22% | −1,197−8.8% | Reduced |
| Greenleaf Trust | 10,379 | $643.0K | 0.01% | +778+8.1% | Added |
| NEXT Financial Group, Inc | 10,380 | $643.0K | 0.05% | +2,779+36.6% | Added |
| Premier Asset Management LLC | 10,375 | $643.0K | 0.09% | +2,850+37.9% | Added |
| Monetary Management Group Inc | 10,376 | $643.0K | 0.18% | +3,650+54.3% | Added |
| St. Johns Investment Management Company, LLC | 10,353 | $642.0K | 0.35% | −275−2.6% | Reduced |
| Successful Portfolios LLC | 10,349 | $641.0K | 0.38% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 10,327 | $639.9K | 0.17% | +20.0% | Added |
| Conning Inc. | 10,296 | $638.0K | 0.02% | −2,269−18.1% | Reduced |
| DuPont Capital Management Corp | 10,209 | $633.0K | 0.02% | −3,168−23.7% | Reduced |
| Denali Advisors LLC | 10,200 | $632.0K | 0.26% | +4,200+70.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,156 | $629.0K | 0.10% | −31−0.3% | Reduced |
| Hoylecohen, LLC | 10,052 | $623.0K | 0.06% | +372+3.8% | Added |
| Meiji Yasuda Life Insurance Co | 10,043 | $622.0K | 0.01% | −800−7.4% | Reduced |
| Change Path, LLC | 10,018 | $621.0K | 0.04% | +2,800+38.8% | Added |
| Horizon Investments, LLC | 10,094 | $619.0K | 0.02% | −3,375−25.1% | Reduced |
| Palladium Partners LLC | 9,986 | $619.0K | 0.03% | −825−7.6% | Reduced |
| Virtu Financial LLC | 9,980 | $618.0K | 0.05% | −7,563−43.1% | Reduced |
| Beaumont Financial Partners, LLC | 9,953 | $617.0K | 0.05% | +112+1.1% | Added |
| Financial Advocates Investment Management | 9,930 | $616.0K | 0.04% | −131−1.3% | Reduced |
| Global Retirement Partners, LLC | 9,939 | $616.0K | 0.06% | +594+6.4% | Added |
| Sunburst Financial Group, LLC | 9,893 | $613.0K | 0.38% | −51−0.5% | Reduced |
| Ancora Advisors, LLC | 9,870 | $612.0K | 0.02% | −44−0.4% | Reduced |
| Motco | 9,855 | $611.0K | 0.04% | −378−3.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 9,842 | $610.0K | 0.19% | +1,682+20.6% | Added |
| Wrapmanager Inc | 9,813 | $608.0K | 0.16% | −68−0.7% | Reduced |
| Home Federal Bank of Tennessee | 9,797 | $607.0K | 0.22% | −889−8.3% | Reduced |
| Reilly Financial Advisors, LLC | 9,757 | $605.0K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 9,725 | $603.0K | 0.02% | +1,956+25.2% | Added |
| Machina Capital S.A.S. | 9,700 | $601.0K | 1.30% | +5,773+147.0% | Added |
| Acorn Wealth Advisors, LLC | 9,666 | $599.0K | 0.42% | +84+0.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,673 | $599.0K | 0.22% | +256+2.7% | Added |
| Cypress Capital Group | 9,650 | $598.0K | 0.08% | −446−4.4% | Reduced |
| Constitution Capital LLC | 9,594 | $595.0K | 0.36% | +600+6.7% | Added |
| Accurate Wealth Management, LLC | 9,451 | $590.0K | 0.52% | +1,367+16.9% | Added |
| Alpha Cubed Investments, LLC | 9,467 | $587.0K | 0.04% | 00.0% | Unchanged |
| Benin Management CORP | 9,462 | $586.0K | 0.19% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 9,374 | $581.0K | 0.40% | −900−8.8% | Reduced |
| Nwam LLC | 9,337 | $579.0K | 0.05% | −780−7.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,298 | $576.0K | 0.07% | −52,257−84.9% | Reduced |
| Symmetry Partners, LLC | 9,273 | $575.0K | 0.04% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 9,241 | $573.0K | 0.46% | +337+3.8% | Added |
| LVZ Advisors, Inc. | 9,209 | $571.0K | 0.08% | −183−1.9% | Reduced |
| Claro Advisors LLC | 9,222 | $571.0K | 0.24% | +571+6.6% | Added |
| Smith Chas P & Associates Pa Cpas | 9,166 | $568.0K | 0.04% | −970−9.6% | Reduced |
| Bridges Investment Management Inc | 9,150 | $567.0K | 0.02% | 00.0% | Unchanged |
| ACG Wealth | 9,112 | $565.0K | 0.07% | +21+0.2% | Added |
| Bartlett & Co. LLC | 9,093 | $564.0K | 0.01% | −294−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,093 | $563.5K | 0.01% | −294−3.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,089 | $563.0K | 0.32% | +13+0.1% | Added |
| Bradley Foster & Sargent Inc | 9,059 | $561.0K | 0.01% | −1,580−14.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $561.0K | 0.27% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,060 | $561.0K | 0.02% | +37+0.4% | Added |
| Gilbert & Cook, Inc. | 9,051 | $561.0K | 0.10% | +346+4.0% | Added |
| Krane Funds Advisors LLC | 9,027 | $559.0K | 0.01% | −8,244−47.7% | Reduced |
| Montecito Bank & Trust | 9,026 | $559.0K | 0.11% | 00.0% | Unchanged |
| Asset Management Corp | 9,011 | $558.0K | 0.35% | −629−6.5% | Reduced |
| Fort Washington Investment Advisors Inc | 8,999 | $558.0K | 0.00% | +8,999 | New |
| TrueWealth Advisors, LLC | 8,960 | $555.0K | 0.31% | +30+0.3% | Added |
| Edge Capital Group, LLC | 8,944 | $554.0K | 0.04% | +37+0.4% | Added |
| Transcend Wealth Collective, LLC | 8,731 | $552.0K | 0.05% | +203+2.4% | Added |
| Valmark Advisers, Inc. | 8,885 | $551.0K | 0.01% | −1,293−12.7% | Reduced |
| Gofen & Glossberg LLC | 8,817 | $546.0K | 0.01% | −1,496−14.5% | Reduced |
| Alaethes Wealth LLC | 8,783 | $544.0K | 0.40% | −522−5.6% | Reduced |
| BLB&B Advisors, LLC | 8,755 | $543.0K | 0.04% | −1,230−12.3% | Reduced |
| Gladstone Institutional Advisory LLC | 8,768 | $543.0K | 0.05% | +3,580+69.0% | Added |
| Howard Capital Management Group, LLC | 8,698 | $539.0K | 0.05% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 8,685 | $538.0K | 0.19% | 00.0% | Unchanged |
| Optimum Investment Advisors | 8,667 | $537.0K | 0.23% | −1,586−15.5% | Reduced |
| Great Valley Advisor Group, Inc. | 8,585 | $532.0K | 0.04% | +106+1.3% | Added |
| Pendal Group Limited | 8,543 | $530.0K | 0.00% | −6,081−41.6% | Reduced |
| Moseley Investment Management Inc | 8,588 | $530.0K | 0.27% | 00.0% | Unchanged |
| Element Wealth, LLC | 8,556 | $530.0K | 0.42% | +29+0.3% | Added |
| Sentry Investment Management LLC | 8,544 | $529.0K | 0.15% | −2,640−23.6% | Reduced |
| United Capital Management of KS, Inc. | 8,541 | $529.0K | 0.22% | −353−4.0% | Reduced |
| North Star Investment Management Corp. | 8,540 | $529.0K | 0.04% | 00.0% | Unchanged |
| Intersect Capital LLC | 8,529 | $529.0K | 0.09% | +281+3.4% | Added |
| CSM Advisors, LLC | 8,526 | $528.0K | 0.04% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 8,526 | $528.0K | 0.09% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 8,517 | $528.0K | 0.18% | +232+2.8% | Added |
| Burke & Herbert Bank & Trust Co | 8,469 | $525.0K | 0.34% | +1,300+18.1% | Added |
| Trexquant Investment LP | 8,466 | $525.0K | 0.04% | +8,466 | New |