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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colony Group LLC | 13,368 | $917.0K | 0.02% | −4,612−25.7% | Reduced |
| Blue Fin Capital, Inc. | 13,410 | $919.0K | 0.25% | −403−2.9% | Reduced |
| Adirondack Trust Co | 13,422 | $920.0K | 0.44% | +50.0% | Added |
| Philadelphia Trust Co | 13,425 | $921.0K | 0.07% | +75+0.6% | Added |
| Columbus Macro, LLC | 13,447 | $922.0K | 0.31% | −878−6.1% | Reduced |
| Am Investment Strategies LLC | 13,474 | $924.0K | 0.22% | +215+1.6% | Added |
| Intrust Bank NA | 13,481 | $925.0K | 0.11% | −1,474−9.9% | Reduced |
| Rodgers Brothers Inc. | 13,518 | $927.0K | 0.17% | −2,700−16.6% | Reduced |
| V Wealth Advisors LLC | 13,517 | $927.0K | 0.14% | +1,012+8.1% | Added |
| Alterity Financial Group, LLC | 35,636 | $932.0K | 1.01% | +35,636 | New |
| Pacitti Group Inc. | 13,606 | $933.0K | 0.61% | +90+0.7% | Added |
| Ti-Trust, Inc | 13,610 | $933.0K | 0.83% | +13,610 | New |
| Capital Asset Advisory Services LLC | 13,613 | $934.0K | 0.10% | −1,317−8.8% | Reduced |
| Bahl & Gaynor Inc | 13,646 | $936.0K | 0.01% | −70−0.5% | Reduced |
| FinTrust Capital Advisors, LLC | 13,643 | $936.0K | 0.23% | +2,018+17.4% | Added |
| ForthRight Wealth Management, LLC | 13,684 | $938.0K | 0.51% | +5,553+68.3% | Added |
| Hancock Whitney Investment Services Inc. | 13,600 | $938.0K | 0.16% | +13,600 | New |
| Focus Financial Network, Inc. | 13,692 | $939.0K | 0.14% | +1,156+9.2% | Added |
| Seeyond | 13,721 | $940.0K | 0.09% | −22,377−62.0% | Reduced |
| Gateway Investment Advisers LLC | 13,714 | $941.0K | 0.01% | −801−5.5% | Reduced |
| United Bank | 13,750 | $942.0K | 0.12% | −1,688−10.9% | Reduced |
| IHT Wealth Management, LLC | 13,763 | $944.0K | 0.07% | +2,639+23.7% | Added |
| Mitchell Sinkler & Starr | 13,865 | $951.0K | 0.28% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 13,893 | $953.0K | 0.17% | −197−1.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,909 | $954.0K | 0.32% | +1,226+9.7% | Added |
| Stableford Capital II LLC | 14,161 | $954.0K | 0.40% | +1,869+15.2% | Added |
| PSI Advisors, LLC | 13,926 | $955.0K | 0.39% | −1,027−6.9% | Reduced |
| DMG Group, LLC | 14,044 | $955.0K | 0.82% | +14,044 | New |
| LaFleur & Godfrey LLC | 13,966 | $958.0K | 0.12% | −2,659−16.0% | Reduced |
| White Lighthouse Investment Management Inc. | 13,982 | $959.0K | 0.24% | +8+0.1% | Added |
| Ameritas Investment Partners, Inc. | 13,999 | $960.0K | 0.03% | −365−2.5% | Reduced |
| Diversified Trust Co | 14,074 | $965.0K | 0.03% | −830−5.6% | Reduced |
| Columbia Asset Management | 14,147 | $970.0K | 0.20% | −745−5.0% | Reduced |
| International Assets Investment Management, LLC | 14,149 | $970.0K | 0.17% | +1,061+8.1% | Added |
| Chatham Capital Group, Inc. | 14,194 | $973.0K | 0.18% | −400−2.7% | Reduced |
| Citizens Financial Group Inc | 14,491 | $973.0K | 0.03% | +315+2.2% | Added |
| ARS Wealth Advisors Group, LLC | 14,272 | $979.0K | 0.16% | −967−6.3% | Reduced |
| Mather Group, LLC. | 14,303 | $981.0K | 0.02% | +1,863+15.0% | Added |
| Coastal Investment Advisors, Inc. | 14,464 | $992.0K | 0.22% | +203+1.4% | Added |
| Chicago Trust Co NA | 14,477 | $993.0K | 0.20% | +500+3.6% | Added |
| Snowden Capital Advisors LLC | 14,507 | $994.0K | 0.05% | −6,745−31.7% | Reduced |
| Rollins Financial | 14,525 | $996.0K | 0.29% | +14,525 | New |
| SignalPoint Asset Management, LLC | 14,586 | $1.00M | 0.31% | −397−2.6% | Reduced |
| Bristlecone Advisors, LLC | 14,603 | $1.00M | 0.12% | −311−2.1% | Reduced |
| Rowland & Co Investment Counsel | 14,598 | $1.00M | 0.22% | +2,192+17.7% | Added |
| Arden Trust Co | 14,674 | $1.01M | 0.17% | +22+0.2% | Added |
| Mayfair Advisory Group, LLC | 14,768 | $1.01M | 1.34% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 14,732 | $1.01M | 0.33% | +14,732 | New |
| Guardian Investment Management | 14,910 | $1.02M | 0.71% | 00.0% | Unchanged |
| Magnetar Financial LLC | 14,917 | $1.02M | 0.01% | +14,917 | New |
| ProVise Management Group, LLC | 14,959 | $1.03M | 0.09% | −346−2.3% | Reduced |
| Camden Capital, LLC | 15,018 | $1.03M | 0.22% | −420−2.7% | Reduced |
| Gleason Group, Inc. | 15,034 | $1.03M | 0.34% | +158+1.1% | Added |
| Powers Advisory Group, LLC | 15,154 | $1.04M | 0.73% | +15,154 | New |
| Caisse de Depot Et Placement du Quebec | 15,200 | $1.04M | 0.00% | −28,300−65.1% | Reduced |
| EP Wealth Advisors, LLC | 15,364 | $1.05M | 0.02% | +20.0% | Added |
| Shell Asset Management Co | 15,401 | $1.06M | 0.02% | −610−3.8% | Reduced |
| First United Bank Trust | 15,496 | $1.06M | 0.39% | −110−0.7% | Reduced |
| Meridian Wealth Management, LLC | 15,571 | $1.07M | 0.11% | +521+3.5% | Added |
| American National Registered Investment Advisor, Inc. | 15,587 | $1.07M | 0.35% | −20.0% | Reduced |
| Personal Cfo Solutions, LLC | 15,658 | $1.07M | 0.20% | −765−4.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 15,678 | $1.07M | 0.52% | +15,678 | New |
| Prudential PLC | 15,749 | $1.08M | 0.01% | +15,749 | New |
| Islay Capital Management, LLC | 15,776 | $1.08M | 0.82% | +287+1.9% | Added |
| Good Life Advisors, LLC | 15,814 | $1.08M | 0.13% | +72+0.5% | Added |
| ICW Investment Advisors LLC | 15,841 | $1.09M | 0.61% | +803+5.3% | Added |
| Glassy Mountain Advisors, Inc. | 15,854 | $1.09M | 0.56% | +15,854 | New |
| Quadrature Capital Ltd | 15,997 | $1.10M | 0.06% | +15,997 | New |
| Ziegler Capital Management, LLC | 16,073 | $1.10M | 0.04% | −20,832−56.4% | Reduced |
| Twin Capital Management Inc | 16,087 | $1.10M | 0.11% | +510+3.3% | Added |
| Northwest Bancshares, Inc. | 16,129 | $1.11M | 0.22% | −5,161−24.2% | Reduced |
| Integrated Wealth Concepts LLC | 16,134 | $1.11M | 0.03% | +262+1.7% | Added |
| Shepherd Financial Partners LLC | 16,139 | $1.11M | 0.19% | +4,410+37.6% | Added |
| Park Avenue Securities LLC | 16,203 | $1.11M | 0.02% | +899+5.9% | Added |
| Stokes Family Office, LLC | 16,289 | $1.12M | 0.14% | +2,242+16.0% | Added |
| StrategIQ Financial Group, LLC | 16,383 | $1.12M | 0.11% | +1,690+11.5% | Added |
| RS Crum Inc. | 16,440 | $1.13M | 0.62% | +16,440 | New |
| Farmers & Merchants Trust Co of Long Beach | 16,469 | $1.13M | 0.28% | 00.0% | Unchanged |
| Cerity Partners LLC | 16,478 | $1.13M | 0.02% | +4,161+33.8% | Added |
| Clearstead Advisors, LLC | 16,579 | $1.14M | 0.08% | −118−0.7% | Reduced |
| Boston Private Wealth LLC | 16,636 | $1.14M | 0.02% | +2,829+20.5% | Added |
| Silvercrest Asset Management Group LLC | 16,687 | $1.14M | 0.01% | +10.0% | Added |
| CTC Capital Management, LLC | 16,700 | $1.15M | 8.82% | +16,700 | New |
| Benedict Financial Advisors Inc | 16,739 | $1.15M | 0.30% | −276−1.6% | Reduced |
| Berkeley Capital Partners, LLC | 16,758 | $1.15M | 0.47% | −799−4.6% | Reduced |
| American Portfolios Advisors | 16,768 | $1.15M | 0.04% | +1,257+8.1% | Added |
| Sequoia Financial Advisors, LLC | 16,766 | $1.15M | 0.03% | +9,575+133.2% | Added |
| HHM Wealth Advisors, LLC | 16,797 | $1.15M | 0.28% | −101−0.6% | Reduced |
| Woodstock Corp | 16,802 | $1.15M | 0.12% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 16,799 | $1.15M | 0.01% | +7,800+86.7% | Added |
| Hills Bank & Trust Co | 16,827 | $1.15M | 0.16% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 16,849 | $1.16M | 0.22% | +1,558+10.2% | Added |
| Clifford Swan Investment Counsel LLC | 16,868 | $1.16M | 0.04% | +967+6.1% | Added |
| Baader Bank INC | 16,900 | $1.16M | 0.09% | +16,900 | New |
| Kessler Investment Group, LLC | 16,972 | $1.16M | 0.65% | −2,953−14.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.17M | 0.15% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 17,084 | $1.17M | 0.07% | +55+0.3% | Added |
| Shikiar Asset Management Inc | 17,150 | $1.18M | 0.30% | +2,400+16.3% | Added |
| Asset Advisors Investment Management, LLC | 17,193 | $1.18M | 0.12% | −769−4.3% | Reduced |
| Abbrea Capital, LLC | 17,267 | $1.18M | 0.16% | +3,000+21.0% | Added |