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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 17,323 | $1.19M | 0.03% | +246+1.4% | Added |
| Bivin & Associates, Inc. | 17,322 | $1.19M | 1.04% | +17,322 | New |
| Detalus Advisors, LLC | 17,358 | $1.19M | 0.57% | −737−4.1% | Reduced |
| Bessemer Group Inc | 17,387 | $1.19M | 0.00% | +906+5.5% | Added |
| Ipswich Investment Management Co., Inc. | 17,409 | $1.19M | 0.28% | −100−0.6% | Reduced |
| Griffin Asset Management, Inc. | 17,408 | $1.19M | 0.15% | +346+2.0% | Added |
| KCM Investment Advisors LLC | 17,450 | $1.20M | 0.04% | −752−4.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,495 | $1.20M | 0.47% | +440+2.6% | Added |
| Wealth Alliance | 17,510 | $1.20M | 0.24% | +1,405+8.7% | Added |
| Sandy Spring Bank | 17,568 | $1.21M | 0.06% | −5,284−23.1% | Reduced |
| IBM Retirement Fund | 17,587 | $1.21M | 0.15% | −12,223−41.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,673 | $1.21M | 0.26% | +718+4.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,760 | $1.22M | 0.35% | +991+5.9% | Added |
| Red Door Wealth Management, LLC | 17,778 | $1.22M | 0.40% | +162+0.9% | Added |
| Mystic Asset Management, Inc. | 17,852 | $1.22M | 0.58% | +17,852 | New |
| Tdam USA Inc. | 17,910 | $1.23M | 0.08% | −25−0.1% | Reduced |
| McMillion Capital Management Inc | 17,966 | $1.23M | 0.67% | +800+4.7% | Added |
| Trust Co of Vermont | 17,975 | $1.23M | 0.08% | +671+3.9% | Added |
| Adviser Investments LLC | 17,995 | $1.23M | 0.08% | +48+0.3% | Added |
| Empirical Finance, LLC | 18,090 | $1.24M | 0.15% | +4,892+37.1% | Added |
| Creative Financial Designs Inc | 18,129 | $1.24M | 0.19% | +913+5.3% | Added |
| Private Trust Co NA | 18,179 | $1.25M | 0.17% | −1,202−6.2% | Reduced |
| Ascent Group, LLC | 18,420 | $1.25M | 0.16% | +18,420 | New |
| Patton Albertson Miller Group, LLC | 18,275 | $1.25M | 0.20% | +969+5.6% | Added |
| Garner Asset Management Corp | 18,452 | $1.26M | 0.53% | +10.0% | Added |
| MSH Capital Advisors LLC | 18,550 | $1.27M | 0.57% | +18,550 | New |
| LBMC Investment Advisors, LLC | 18,605 | $1.28M | 0.11% | +17,053+1,098.8% | Added |
| HawsGoodwin Investment Management LLC | 18,626 | $1.28M | 0.37% | −271−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 18,636 | $1.28M | 0.06% | +539+3.0% | Added |
| Keudell/Morrison Wealth Management | 18,670 | $1.28M | 0.51% | −124−0.7% | Reduced |
| Veriti Management LLC | 18,694 | $1.28M | 0.17% | +585+3.2% | Added |
| Community Bank, N.A. | 18,698 | $1.28M | 0.15% | −1,554−7.7% | Reduced |
| Moody National Bank Trust Division | 18,731 | $1.28M | 0.04% | −20.0% | Reduced |
| Wellington Shields & Co., LLC | 18,775 | $1.29M | 0.26% | +54+0.3% | Added |
| Bank Ozk | 18,823 | $1.29M | 0.53% | −200−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 18,814 | $1.29M | 0.01% | −71−0.4% | Reduced |
| IFP Advisors, Inc | 18,817 | $1.29M | 0.03% | +251+1.4% | Added |
| Richard P Slaughter Associates Inc | 18,938 | $1.30M | 0.46% | +58+0.3% | Added |
| Evercore Wealth Management, LLC | 18,938 | $1.30M | 0.02% | −50.0% | Reduced |
| Ignite Planners, LLC | 19,099 | $1.30M | 0.85% | +19,099 | New |
| Mutual Advisors, LLC | 18,979 | $1.30M | 0.07% | +213+1.1% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.30M | 0.21% | 00.0% | Unchanged |
| Patten & Patten Inc | 19,061 | $1.31M | 0.09% | −777−3.9% | Reduced |
| Delta Asset Management LLC | 19,090 | $1.31M | 0.12% | +124+0.7% | Added |
| Chemung Canal Trust Co | 19,140 | $1.31M | 0.24% | +76+0.4% | Added |
| Merit Financial Group, LLC | 19,243 | $1.32M | 0.13% | +79+0.4% | Added |
| SeaCrest Wealth Management, LLC | 19,290 | $1.32M | 0.15% | +601+3.2% | Added |
| Harbour Investments, Inc. | 19,452 | $1.33M | 0.08% | −36,015−64.9% | Reduced |
| Koshinski Asset Management, Inc. | 19,490 | $1.34M | 0.11% | +3,253+20.0% | Added |
| Old Port Advisors | 19,741 | $1.35M | 0.46% | +843+4.5% | Added |
| Sheets Smith Wealth Management | 19,673 | $1.35M | 0.17% | +26+0.1% | Added |
| Kingsview Wealth Management, LLC | 19,819 | $1.36M | 0.06% | +70.0% | Added |
| KG&L Capital Management,LLC | 19,853 | $1.36M | 0.55% | +2,118+11.9% | Added |
| Canal Insurance CO | 20,000 | $1.37M | 0.40% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 20,010 | $1.37M | 0.96% | +1,285+6.9% | Added |
| Adalta Capital Management LLC | 20,000 | $1.37M | 0.63% | +20,000 | New |
| Grove Bank & Trust | 20,132 | $1.38M | 0.26% | −100−0.5% | Reduced |
| Venture Visionary Partners LLC | 20,147 | $1.38M | 0.09% | +2,318+13.0% | Added |
| Cresset Asset Management, LLC | 20,134 | $1.38M | 0.01% | +6,209+44.6% | Added |
| Ieq Capital, LLC | 20,452 | $1.40M | 0.03% | +937+4.8% | Added |
| Savant Capital, LLC | 20,461 | $1.40M | 0.05% | +691+3.5% | Added |
| Regent Peak Wealth Advisors LLC | 20,472 | $1.40M | 0.38% | +80+0.4% | Added |
| Belpointe Asset Management LLC | 20,484 | $1.41M | 0.09% | +439+2.2% | Added |
| Tudor Investment Corp Et Al | 20,538 | $1.41M | 0.03% | +6,182+43.1% | Added |
| Beacon Pointe Advisors, LLC | 20,649 | $1.42M | 0.04% | −33,581−61.9% | Reduced |
| Texas Yale Capital Corp. | 20,653 | $1.42M | 0.07% | +1,750+9.3% | Added |
| Capital Investment Advisory Services, LLC | 20,707 | $1.42M | 0.17% | +1,771+9.4% | Added |
| NorthRock Partners, LLC | 20,746 | $1.42M | 0.11% | −309−1.5% | Reduced |
| Reuter James Wealth Management, LLC | 20,927 | $1.44M | 0.55% | +20,927 | New |
| Regal Investment Advisors LLC | 20,960 | $1.44M | 0.13% | +630+3.1% | Added |
| Farmers & Merchants Investments Inc | 21,180 | $1.45M | 0.05% | +1,050+5.2% | Added |
| CapWealth Advisors, LLC | 21,232 | $1.46M | 0.15% | −571−2.6% | Reduced |
| Capital Square, LLC | 21,366 | $1.46M | 1.01% | +50.0% | Added |
| Excalibur Management Corp | 21,294 | $1.46M | 0.59% | −145−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 21,386 | $1.47M | 0.44% | −250−1.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,384 | $1.47M | 0.51% | +21,384 | New |
| Forte Capital LLC | 21,470 | $1.47M | 0.19% | +66+0.3% | Added |
| Southeast Asset Advisors Inc. | 21,594 | $1.48M | 0.20% | +12+0.1% | Added |
| Wedbush Securities Inc | 21,619 | $1.48M | 0.06% | −4,603−17.6% | Reduced |
| Smith, Moore & Co. | 21,754 | $1.49M | 0.21% | −344−1.6% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $1.50M | 0.06% | 00.0% | Unchanged |
| Holderness Investments Co | 22,044 | $1.51M | 0.45% | +95+0.4% | Added |
| Mogy Joel R Investment Counsel Inc | 22,108 | $1.52M | 0.11% | −859−3.7% | Reduced |
| Access Financial Services, Inc. | 22,146 | $1.52M | 0.68% | −459−2.0% | Reduced |
| Stock Yards Bank & Trust Co | 22,162 | $1.52M | 0.08% | +3,683+19.9% | Added |
| United Community Bank | 22,238 | $1.53M | 1.52% | +22,238 | New |
| Donaldson Capital Management, LLC | 22,344 | $1.53M | 0.07% | +525+2.4% | Added |
| FourThought Financial, LLC | 22,342 | $1.53M | 0.19% | +1,998+9.8% | Added |
| ARGI Investment Services, LLC | 22,385 | $1.53M | 0.05% | +7,609+51.5% | Added |
| First Midwest Bank Trust Division | 22,417 | $1.54M | 0.20% | +759+3.5% | Added |
| ZWJ Investment Counsel Inc | 22,609 | $1.55M | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 22,618 | $1.55M | 0.11% | −149−0.7% | Reduced |
| Old North State Trust, LLC | 22,632 | $1.55M | 1.11% | +106+0.5% | Added |
| Mountain Capital Investment Advisors, Inc | 23,052 | $1.56M | 0.71% | +6,233+37.1% | Added |
| Laurel Wealth Advisors, Inc. | 23,006 | $1.58M | 0.12% | +4,760+26.1% | Added |
| CWS Financial Advisors, LLC | 23,197 | $1.59M | 0.56% | +23,197 | New |
| Madden Securities Corp | 23,396 | $1.60M | 0.75% | −50−0.2% | Reduced |
| Selective Wealth Management, Inc. | 23,475 | $1.61M | 0.66% | −98−0.4% | Reduced |
| Consolidated Planning Corp | 23,621 | $1.62M | 1.04% | +165+0.7% | Added |
| Burns J W & Co Inc | 23,672 | $1.62M | 0.23% | −100−0.4% | Reduced |