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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 6 sales; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q4 2021

Institutional positions in Southern Co as of Dec 31, 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
1,654
+187 vs. Q3 2021
Shares held
641.0M
+10.3M (+1.6%) vs. Q3 2021
Total value
$43.9B
+$4.86B (+12.4%) vs. Q3 2021
New holders
264
650 more added
Sold out
77
495 more reduced

25 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,654 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ4 2021: $43.9B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2021.

Institutions holding SO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
HBC Financial Services, PLLC2$00.00%−5−71.4%Reduced
First Personal Financial Services7$00.00%+7New
Curi Capital6$00.00%+6New
Karlinski Andrew C3$00.00%+3New
Community Bank of Raymore20,730$1.00K0.00%−3,000−12.6%Reduced
Wolff Wiese Magana LLC17$1.00K0.00%00.0%Unchanged
Operose Advisors LLC20$1.00K0.00%+20New
Raffa Wealth Management, LLC19$1.30K0.00%00.0%Unchanged
Dark Forest Capital Management LP35$2.00K0.00%+35New
Atwood & Palmer Inc50$3.00K0.00%−400−88.9%Reduced
Hudock, Inc.56$3.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC42$3.00K0.00%00.0%Unchanged
Key Financial Inc43$3.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC50$3.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC47$3.00K0.00%00.0%Unchanged
PFS Partners, LLC52$3.56K0.00%+52New
Clear Perspectives Financial Planning, LLC61$4.00K0.00%+1+1.7%Added
C M Bidwell & Associates Ltd77$5.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC77$5.00K0.00%+1+1.3%Added
Blue Bell Private Wealth Management, LLC75$5.00K0.00%+75New
McDonald Partners LLC75$5.14K0.00%+75New
Absolute Capital Management, LLC75$5.14K0.00%+75New
First Financial Corp85$6.00K0.00%−3,621−97.7%Reduced
Roble, Belko & Company, Inc92$6.00K0.00%+92New
Winch Advisory Services, LLC100$7.00K0.00%+1+1.0%Added
Sierra Capital LLC105$7.00K0.00%+105New
KB Financial Partners, LLC106$7.00K0.00%+106New
Level Financial Advisors, Inc.101$7.00K0.01%+101New
Guardian Wealth Management, Inc.104$7.00K0.01%+104New
Advocacy Wealth Management Services, LLC113$8.00K0.00%00.0%Unchanged
Lee Financial Co115$8.00K0.00%+15+15.0%Added
Barrett Asset Management, LLC119$8.00K0.00%+29+32.2%Added
Bell Investment Advisors, Inc119$8.00K0.00%+32+36.8%Added
Raleigh Capital Management Inc.121$8.00K0.01%+121New
Ci Investments Inc.130$9.00K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC132$9.00K0.00%+2+1.5%Added
Smith Group Asset Management, LLC128$9.00K0.00%00.0%Unchanged
Stephenson National Bank & Trust140$10.0K0.01%00.0%Unchanged
Westside Investment Management, Inc.157$10.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC143$10.0K0.00%00.0%Unchanged
Bourgeon Capital Management LLC175$12.0K0.00%00.0%Unchanged
CNB Bank174$12.0K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.175$12.0K0.01%+175New
Riverview Trust Co194$13.0K0.01%00.0%Unchanged
Atlantic Trust, LLC191$13.0K0.01%00.0%Unchanged
TAP Consulting, LLC183$13.0K0.00%+183New
Monolith Advisors196$13.0K0.01%+196New
TD Ameritrade Investment Management, LLC199$14.0K0.00%−6,118−96.8%Reduced
Spectrum Management Group, LLC200$14.0K0.00%00.0%Unchanged
Cordasco Financial Network200$14.0K0.01%00.0%Unchanged
TSFG, LLC200$14.0K0.00%00.0%Unchanged
Hoese & Co LLP200$14.0K0.01%00.0%Unchanged
Emfo, LLC200$14.0K0.01%00.0%Unchanged
Equitec Proprietary Markets, LLC200$14.0K0.01%+200New
Centerpoint Advisors, LLC200$14.0K0.01%+200New
Highlander Capital Management, LLC220$15.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC225$15.0K0.01%00.0%Unchanged
TD Capital Management LLC246$17.0K0.00%00.0%Unchanged
Clean Yield Group250$17.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.250$17.0K0.00%00.0%Unchanged
Financial Perspectives, Inc256$17.6K0.01%00.0%Unchanged
Leverty Financial Group, LLC291$19.0K0.01%+291New
Edge Wealth Management LLC295$20.0K0.00%00.0%Unchanged
Leonteq Securities AG295$20.2K0.00%−613−67.5%Reduced
Sofos Investments, Inc.318$21.0K0.00%00.0%Unchanged
Laurel Wealth Planning LLC301$21.0K0.02%00.0%Unchanged
Strategic Asset Management, LLC300$21.0K0.03%00.0%Unchanged
Miller Wealth Advisors, LLC300$21.0K0.01%+300New
Valley National Advisers Inc316$22.0K0.00%−131−29.3%Reduced
Whittier Trust Co of Nevada Inc320$22.0K0.00%00.0%Unchanged
Sageworth Trust Co325$22.0K0.00%00.0%Unchanged
Tucker Asset Management LLC334$22.8K0.01%+64+23.7%Added
Cedar Wealth Management, LLC334$23.0K0.01%+334New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.360$25.0K0.01%−360−50.0%Reduced
Semmax Financial Advisors Inc.359$25.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.390$27.0K0.01%+4+1.0%Added
Arlington Partners LLC389$27.0K0.01%+389New
Atlas Capital Advisors LLC397$27.2K0.00%00.0%Unchanged
First Community Trust NA400$27.4K0.02%+400New
Amplius Wealth Advisors, LLC416$28.0K0.00%+416New
Cassady Schiller Wealth Management, LLC413$28.0K0.02%+413New
Disciplined Investments, LLC425$29.0K0.01%+425New
IMA Wealth, Inc.431$30.0K0.01%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.464$32.0K0.03%+464New
Carolina Wealth Advisors, LLC502$34.0K0.02%00.0%Unchanged
Rise Advisors, LLC500$34.3K0.03%+500New
FSB Premier Wealth Management, Inc.537$36.0K0.02%+537New
Endurance Wealth Management, Inc.534$37.0K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC537$37.0K0.02%00.0%Unchanged
Annapolis Financial Services, LLC540$37.0K0.01%+540New
Halpern Financial, Inc.550$37.7K0.02%+550New
AllSquare Wealth Management LLC550$38.0K0.02%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA552$38.0K0.02%00.0%Unchanged
BDO Wealth Advisors, LLC557$38.0K0.00%+107+23.8%Added
Federation des caisses Desjardins du Quebec580$39.8K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.588$40.0K0.02%00.0%Unchanged
Webster Bank, N. A.596$41.0K0.00%00.0%Unchanged
Cascade Investment Advisors, Inc.600$41.1K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC613$42.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.627$42.0K0.01%+3+0.5%Added