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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q4 2021 vs. Q3 2021

How the institutions holding Southern Co changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of SO: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,492251,654+187
Shares631.5M794.2K641.0M+10.3M (+1.6%)
Value$39.1B$48.7M$43.9B+$4.86B (+12.4%)

25 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (264)

Institutions that held Southern Co at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 264 by value.

Institutions new to SO in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC719,706$49.4M0.05%
Stonegate Investment Group, LLC660,740$45.3M1.90%
Ergoteles LLC548,841$37.6M1.46%
C2C Wealth Management, LLC202,851$13.9M2.00%
Cbre Clarion Securities LLC199,000$13.6M0.20%
Yousif Capital Management, LLC194,997$13.4M0.14%
Mirabella Financial Services LLP152,909$10.5M1.07%
Jacobs Levy Equity Management, Inc127,973$8.78M0.06%
Old Mission Capital LLC122,620$8.41M0.41%
Lockheed Martin Investment Management Co117,800$8.08M0.43%
HB Wealth Management, LLC98,844$6.78M0.14%
Balyasny Asset Management LLC98,252$6.74M0.03%
National Bank of Canada87,577$6.00M0.03%
Carson Advisory Inc.71,218$4.88M4.95%
Walleye Capital LLC69,744$4.78M0.16%
Aigen Investment Management, LP64,008$4.29M0.26%
Money Concepts Capital Corp61,157$4.19M0.35%
Richard Bernstein Advisors LLC53,647$3.68M0.07%
B. Metzler seel. Sohn & Co. AG44,720$3.06M0.04%
Virginia Wealth Management Group, Inc.40,272$2.76M2.49%
TD Waterhouse Canada Inc.38,317$2.71M0.03%
Eudaimonia Advisors LLC36,356$2.49M1.47%
CWM, LLC36,135$2.48M0.02%
Bridgewater Associates, LP33,282$2.28M0.01%
William Allan, LLC27,780$1.91M1.35%
Banque Pictet & Cie SA26,001$1.78M0.01%
Redwood Investment Management, LLC25,184$1.73M0.23%
Quantitative Investment Management, LLC25,137$1.72M0.24%
Keene & Associates, Inc.23,687$1.62M1.40%
CWS Financial Advisors, LLC23,197$1.59M0.56%
United Community Bank22,238$1.53M1.52%
Oak Harbor Wealth Partners, LLC21,384$1.47M0.51%
Reuter James Wealth Management, LLC20,927$1.44M0.55%
Adalta Capital Management LLC20,000$1.37M0.63%
Ignite Planners, LLC19,099$1.30M0.85%
MSH Capital Advisors LLC18,550$1.27M0.57%
Ascent Group, LLC18,420$1.25M0.16%
Mystic Asset Management, Inc.17,852$1.22M0.58%
Bivin & Associates, Inc.17,322$1.19M1.04%
Baader Bank INC16,900$1.16M0.09%
CTC Capital Management, LLC16,700$1.15M8.82%
RS Crum Inc.16,440$1.13M0.62%
Quadrature Capital Ltd15,997$1.10M0.06%
Glassy Mountain Advisors, Inc.15,854$1.09M0.56%
Prudential PLC15,749$1.08M0.01%
Retirement Planning Co of New England, Inc.15,678$1.07M0.52%
Powers Advisory Group, LLC15,154$1.04M0.73%
Magnetar Financial LLC14,917$1.02M0.01%
Dixon Hughes Goodman Wealth Advisors LLC14,732$1.01M0.33%
Rollins Financial14,525$996.0K0.29%
DMG Group, LLC14,044$955.0K0.82%
Hancock Whitney Investment Services Inc.13,600$938.0K0.16%
Ti-Trust, Inc13,610$933.0K0.83%
Alterity Financial Group, LLC35,636$932.0K1.01%
West Bancorporation Inc13,069$896.0K0.70%
Schonfeld Strategic Advisors LLC12,738$874.0K0.01%
Widmann Financial Services, Inc.12,337$846.0K0.70%
Confluence Wealth Services, Inc.12,246$839.0K0.27%
Wintrust Investments LLC12,130$832.0K0.08%
First Farmers & Merchants Bank / Trust11,674$801.0K0.80%
H. L. Ormond & Company, LLC11,735$797.0K0.93%
Two Sigma Securities, LLC11,458$786.0K0.15%
Silverlake Wealth Management LLC11,396$781.5K0.42%
Polar Asset Management Partners Inc.11,290$774.0K0.01%
High Net Worth Advisory Group LLC11,124$763.0K0.27%
Advisor Resource Council10,624$729.0K0.06%
EverSource Wealth Advisors, LLC10,621$728.0K0.20%
Jackson Thornton Asset Management, LLC10,463$718.0K0.21%
Edgestream Partners, L.P.10,248$703.0K0.04%
Simplicity Wealth,LLC9,634$661.0K0.36%
Eagle Strategies LLC9,264$635.0K0.25%
Clark Financial Advisors9,252$634.0K0.53%
Metis Global Partners, LLC9,231$633.0K0.18%
Jmac Enterprises LLC9,299$632.0K0.15%
Meadow Creek Wealth Advisors LLC9,112$625.0K0.59%
WFA of San Diego, LLC8,960$614.0K0.36%
Western Wealth Management, LLC8,611$589.0K0.06%
NTB Financial Corp8,529$585.0K0.41%
Castleview Partners, LLC39,707$579.0K0.00%
Coldstream Capital Management Inc8,306$570.0K0.02%
Firethorn Wealth Partners, LLC8,313$570.0K0.43%
Kingfisher Capital LLC8,071$553.0K0.13%
W Advisors, LLC8,067$553.0K0.41%
Industrial Alliance Investment Management Inc.7,926$544.0K0.01%
Insight Inv LLC7,895$541.0K0.50%
Summitry LLC7,450$511.0K0.03%
Wulff, Hansen & Co.7,363$505.0K0.44%
Invst, LLC7,870$495.0K0.08%
Clear Street Markets LLC7,111$488.0K0.04%
Cedar Brook Financial Partners, LLC7,031$482.0K0.12%
City State Bank7,035$482.0K0.30%
Ameritas Advisory Services, LLC6,763$464.0K0.02%
Mechanics Financial Corp6,726$461.0K0.22%
Northstar Advisory Group, LLC6,644$456.0K0.27%
MKT Advisors LLC6,784$455.0K0.36%
Cross Staff Investments Inc6,535$448.0K0.40%
Novare Capital Management LLC6,271$430.0K0.04%
XTX Topco Ltd6,043$414.0K0.23%
Wexford Capital LP6,000$411.0K0.04%
Baker Boyer National Bank6,000$411.0K0.19%

Sold out (77)

Institutions that held Southern Co at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of SO in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Jennison Associates LLC542,886$33.6M
Qube Research & Technologies Ltd174,411$10.8M
ExodusPoint Capital Management, LP146,736$9.09M
Coann Capital LLC128,520$7.96M
HITE Hedge Asset Management LLC125,000$7.75M
Duality Advisers, LP79,731$4.94M
BCM Advisors, LLC71,158$4.44M
Quantbot Technologies LP60,099$3.72M
Jones Road Capital Management, L.P.41,050$2.54M
Capstone Investment Advisors, LLC37,972$2.35M
Capital Fund Management S.A.37,311$2.31M
MUFG Securities EMEA plc31,900$1.98M
Mission Wealth Management, LP27,286$1.69M
Group One Trading, L.P.26,744$1.66M
Y-Intercept (Hong Kong) Ltd26,378$1.64M
Loomis Sayles & Co L P25,294$1.57M
Waratah Capital Advisors Ltd.20,822$1.29M
Engineers Gate Manager LP19,608$1.22M
Worldquant Millennium Advisors LLC18,364$1.14M
Blueshift Asset Management, LLC17,388$1.08M
AllGen Financial Advisors, Inc.42,158$1.07M
Maverick Capital LtdSuperinvestorMaverick Capital16,772$1.04M
Wolverine Trading, LLC13,418$841.0K
TCW Group Inc13,559$840.0K
Meeder Asset Management Inc12,941$802.0K
Virtu Financial LLC9,980$618.0K
Global Retirement Partners, LLC9,939$616.0K
Machina Capital S.A.S.9,700$601.0K
Dynamic Technology Lab Private Ltd9,298$576.0K
Fundamentun, LLC8,326$516.0K
Groesbeck Investment Management Corp8,100$502.0K
Ropes Wealth Advisors LLC7,500$465.0K
Toews Corp6,600$409.0K
Cliftonlarsonallen Wealth Advisors, LLC6,132$380.0K
Ingalls & Snyder LLC5,912$366.0K
Security National Bank5,700$353.0K
Calton & Associates, Inc.4,255$263.0K
WMS Partners, LLC4,040$250.0K
AXS Investments LLC3,954$245.0K
Fox Run Management, L.L.C.3,728$231.0K
PFG Advisors3,700$229.0K
DT Investment Partners, LLC3,610$224.0K
Pallas Capital Advisors LLC3,545$222.0K
Alphasimplex Group, LLC3,270$203.0K
MCF Advisors LLC2,964$184.0K
CX Institutional2,420$150.0K
Liberty Wealth Management LLC2,294$144.0K
Acadian Asset Management LLC2,138$132.0K
Jackson, Grant Investment Advisers, Inc.1,728$107.0K
Gerber Kawasaki Wealth & Investment Management1,469$91.0K
Guidance Point Advisors, LLC1,475$91.0K
Prentice Wealth Management LLC1,308$81.0K
Neo Ivy Capital Management1,351$70.0K
Kowal Investment Group, LLC1,118$69.0K
Herold Advisors, Inc.1,100$68.0K
Capital Advisory Group Advisory Services, LLC1,052$65.0K
Lountzis Asset Management, LLC1,000$62.0K
Achmea Investment Management B.V.938$58.0K
Pin Oak Investment Advisors Inc2,000$50.0K
Sterling Financial Planning, Inc.626$39.0K
D'Orazio & Associates, Inc.500$31.0K
NuWave Investment Management, LLC276$17.0K
Corbenic Partners LLC272$17.0K
RPG Investment Advisory, LLC260$16.0K
Evolution Wealth Advisors, LLC266$16.0K
Meridian Wealth Partners, LLC249$15.0K
Walled Lake Planning & Wealth Management, LLC240$15.0K
Phoenix Wealth Advisors250$15.0K
Kelly Financial Services LLC210$13.0K
Resolute Partners Group200$12.0K
WD Rutherford LLC173$11.0K
CBIZ Investment Advisory Services, LLC–$9.00K
Atlas Private Wealth Advisors100$6.00K
Better Money Decisions, LLC73$5.00K
Bay Harbor Wealth Management, LLC71$4.00K
Certified Advisory Corp42$3.00K
Cypress Point Wealth Management, LLC7$0

Not filed for Q4 2021 yet (25)

Institutions that held Southern Co at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.322,806$20.0M
Homrich & Berg94,872$5.88M
Russell Clark Investment Management Ltd46,500$2.88M
Eudaimonia Partners, LLC45,903$2.85M
BBVA USA43,672$2.71M
Optimal Asset Management, Inc.41,535$2.57M
HighPoint Advisor Group LLC34,216$2.12M
Harbor Financial Services, LLC33,617$2.08M
World Asset Management Inc30,549$1.89M
B. Metzler seel. Sohn & Co. Holding AG16,711$1.04M
Elevated Capital Advisors, LLC16,276$1.01M
Mid Atlantic Financial Management Inc11,698$725.0K
Wealth Advisory Solutions, LLC7,749$480.0K
Ameritas Investment Company, LLC6,658$413.0K
Farr Miller & Washington LLC5,142$319.0K
Berman Capital Advisors, LLC4,961$306.0K
Landsberg, Bennett, & Dubbaneh LLC4,684$289.0K
First Mercantile Trust Co4,440$275.0K
NorthCoast Asset Management LLC4,121$256.0K
Sonora Investment Management, LLC3,633$225.0K
Wealth Quarterback LLC10,265$165.0K
Security National Trust Co1,975$120.0K
Heritage Wealth Management, LLC1,749$108.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA392$24.3K
Filbrandt Wealth Management, LLC31$2.00K