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 |
|---|---|---|---|---|---|
| Keene & Associates, Inc. | 23,687 | $1.62M | 1.40% | +23,687 | New |
| Cigna Investments Inc | 23,709 | $1.63M | 0.13% | −8,654−26.7% | Reduced |
| Citizens National Bank Trust Department | 23,743 | $1.63M | 0.62% | −2,621−9.9% | Reduced |
| Bard Financial Services, Inc. | 23,960 | $1.64M | 0.13% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 24,145 | $1.66M | 0.20% | +1,005+4.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,232 | $1.66M | 0.08% | +358+1.5% | Added |
| Apollon Wealth Management, LLC | 24,305 | $1.67M | 0.13% | +18,896+349.3% | Added |
| Dynamic Advisor Solutions LLC | 24,350 | $1.67M | 0.12% | +232+1.0% | Added |
| Stolper Co | 24,419 | $1.68M | 0.75% | +437+1.8% | Added |
| Ontario Teachers Pension Plan Board | 24,569 | $1.69M | 0.02% | +781+3.3% | Added |
| Crawford Investment Counsel Inc | 24,692 | $1.69M | 0.03% | −1,243−4.8% | Reduced |
| Spreng Capital Management, Inc. | 24,761 | $1.70M | 0.98% | +1,700+7.4% | Added |
| Los Angeles Capital Management LLC | 24,864 | $1.71M | 0.01% | −1,867−7.0% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $1.72M | 0.18% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 25,137 | $1.72M | 0.24% | +25,137 | New |
| McKinley Carter Wealth Services, Inc. | 25,178 | $1.73M | 0.13% | −801−3.1% | Reduced |
| Redwood Investment Management, LLC | 25,184 | $1.73M | 0.23% | +25,184 | New |
| Arkadios Wealth Advisors | 25,198 | $1.73M | 0.23% | +4,235+20.2% | Added |
| Carroll Financial Associates, Inc. | 25,918 | $1.74M | 0.09% | −1,793−6.5% | Reduced |
| Hall Private Wealth Advisors | 25,331 | $1.74M | 1.08% | −19,430−43.4% | Reduced |
| Hilltop Holdings Inc. | 25,446 | $1.75M | 0.18% | +6,511+34.4% | Added |
| Cullinan Associates Inc | 25,520 | $1.75M | 0.09% | +1,700+7.1% | Added |
| NTV Asset Management LLC | 25,562 | $1.75M | 0.29% | −2,310−8.3% | Reduced |
| Peoples Financial Services Corp. | 25,582 | $1.75M | 0.68% | −500−1.9% | Reduced |
| Mainstay Capital Management LLC | 25,692 | $1.76M | 0.53% | +4,848+23.3% | Added |
| Cubist Systematic Strategies, LLC | 25,761 | $1.77M | 0.02% | −77,693−75.1% | Reduced |
| Rafferty Asset Management, LLC | 25,786 | $1.77M | 0.01% | −11,582−31.0% | Reduced |
| Winton Group Ltd | 25,781 | $1.77M | 0.11% | +5,715+28.5% | Added |
| Viking Fund Management LLC | 26,000 | $1.78M | 0.47% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 26,001 | $1.78M | 0.01% | +26,001 | New |
| Bennicas & Associates, Inc. | 26,066 | $1.79M | 0.93% | −100−0.4% | Reduced |
| John G Ullman & Associates Inc | 26,100 | $1.79M | 0.25% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 26,083 | $1.79M | 0.07% | +1,600+6.5% | Added |
| J.W. Cole Advisors, Inc. | 26,182 | $1.80M | 0.12% | +43+0.2% | Added |
| TFG Advisers LLC | 26,247 | $1.80M | 0.78% | −14−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,299 | $1.80M | 0.01% | −94,763−78.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 26,335 | $1.81M | 0.03% | −1,451−5.2% | Reduced |
| Farmers National Bank | 26,418 | $1.81M | 0.60% | −7,956−23.1% | Reduced |
| Brown Brothers Harriman & Co | 26,546 | $1.82M | 0.01% | +708+2.7% | Added |
| Kavar Capital Partners Group, LLC | 26,901 | $1.84M | 0.38% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 27,083 | $1.86M | 0.02% | −1,408−4.9% | Reduced |
| Diversified Portfolios, Inc. | 27,135 | $1.86M | 0.45% | −2,516−8.5% | Reduced |
| Bank of Hawaii | 27,368 | $1.88M | 0.10% | −1,168−4.1% | Reduced |
| Waters Parkerson & Co., LLC | 27,374 | $1.88M | 0.10% | −994−3.5% | Reduced |
| Trustco Bank Corp N Y | 27,495 | $1.89M | 1.65% | −400−1.4% | Reduced |
| Dean Investment Associates, LLC | 27,602 | $1.89M | 0.33% | −90.0% | Reduced |
| William Allan, LLC | 27,780 | $1.91M | 1.35% | +27,780 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 27,836 | $1.91M | 0.18% | −130−0.5% | Reduced |
| NBT Bank N A | 27,953 | $1.92M | 0.25% | −475−1.7% | Reduced |
| Bailard, Inc. | 27,955 | $1.92M | 0.06% | +73+0.3% | Added |
| Busey Wealth Management | 28,064 | $1.93M | 0.07% | −1,187−4.1% | Reduced |
| Sumitomo Life Insurance Co | 28,233 | $1.94M | 0.05% | −874−3.0% | Reduced |
| Derbend Asset Management | 28,439 | $1.95M | 1.90% | −1,150−3.9% | Reduced |
| First City Capital Management, Inc. | 28,590 | $1.96M | 1.10% | −737−2.5% | Reduced |
| Brown Advisory Inc | 28,658 | $1.96M | 0.00% | +62+0.2% | Added |
| Jacobi Capital Management LLC | 28,636 | $1.96M | 0.23% | +599+2.1% | Added |
| Sowell Financial Services LLC | 28,713 | $1.97M | 0.11% | −2,257−7.3% | Reduced |
| Geneos Wealth Management Inc. | 29,015 | $1.99M | 0.08% | −3,063−9.5% | Reduced |
| Nepsis, Inc. | 29,058 | $1.99M | 0.58% | −951−3.2% | Reduced |
| Calamos Wealth Management LLC | 29,121 | $2.00M | 0.15% | +11,828+68.4% | Added |
| Leelyn Smith, LLC | 29,267 | $2.01M | 0.54% | −161−0.5% | Reduced |
| Centaurus Financial, Inc. | 29,276 | $2.01M | 0.15% | +553+1.9% | Added |
| Peapack Gladstone Financial Corp | 29,439 | $2.02M | 0.04% | −1,690−5.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 29,970 | $2.06M | 0.16% | +392+1.3% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $2.06M | 0.10% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 31,095 | $2.08M | 0.18% | −1,928−5.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,455 | $2.09M | 0.18% | −1,176−3.7% | Reduced |
| JustInvest LLC | 31,394 | $2.15M | 0.13% | +5,039+19.1% | Added |
| Oakworth Capital, Inc. | 31,411 | $2.15M | 0.18% | −1,567−4.8% | Reduced |
| Green Square Capital Advisors LLC | 31,475 | $2.16M | 0.43% | +601+1.9% | Added |
| Essex LLC | 31,617 | $2.17M | 0.58% | −1,455−4.4% | Reduced |
| Everence Capital Management Inc | 31,681 | $2.17M | 0.16% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 32,080 | $2.20M | 0.09% | −245−0.8% | Reduced |
| Hancock Whitney Corp | 32,247 | $2.21M | 0.07% | −4,973−13.4% | Reduced |
| Essex Financial Services, Inc. | 32,300 | $2.21M | 0.22% | −1,140−3.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,674 | $2.24M | 0.07% | −768−2.3% | Reduced |
| Proequities, Inc. | 32,717 | $2.24M | 0.13% | −1,349−4.0% | Reduced |
| Wills Financial Group, Inc. | 32,734 | $2.24M | 0.89% | −51−0.2% | Reduced |
| Hartford Financial Management Inc. | 32,749 | $2.25M | 0.52% | +7,871+31.6% | Added |
| GSB Wealth Management, LLC | 32,822 | $2.25M | 0.65% | +442+1.4% | Added |
| Kempen Capital Management N.V. | 33,039 | $2.27M | 0.07% | +12,871+63.8% | Added |
| SG Americas Securities, LLC | 33,057 | $2.27M | 0.01% | −534,303−94.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 33,088 | $2.27M | 1.33% | −325−1.0% | Reduced |
| Day & Ennis, LLC | 33,090 | $2.27M | 0.75% | +31+0.1% | Added |
| Bridgewater Associates, LP | 33,282 | $2.28M | 0.01% | +33,282 | New |
| Soltis Investment Advisors LLC | 33,467 | $2.29M | 0.32% | +2,465+8.0% | Added |
| Mechanics Bank Trust Department | 33,547 | $2.30M | 0.34% | −375−1.1% | Reduced |
| National Asset Management, Inc. | 33,781 | $2.32M | 0.07% | +3,236+10.6% | Added |
| Woodmont Investment Counsel LLC | 34,073 | $2.34M | 0.30% | −121−0.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 34,313 | $2.35M | 0.42% | −2,208−6.0% | Reduced |
| Hayek Kallen Investment Management | 34,568 | $2.37M | 0.85% | −650−1.8% | Reduced |
| Rothschild Investment Corp | 34,812 | $2.39M | 0.19% | −1,035−2.9% | Reduced |
| Aptus Capital Advisors, LLC | 34,902 | $2.39M | 0.08% | −3,252−8.5% | Reduced |
| StoneX Group Inc. | 35,063 | $2.40M | 0.28% | +4,585+15.0% | Added |
| BlueCrest Capital Management Ltd | 35,299 | $2.42M | 0.14% | +4,096+13.1% | Added |
| Robbins Farley LLC | 35,405 | $2.43M | 1.79% | +5,650+19.0% | Added |
| Lazard Asset Management LLC | 35,479 | $2.43M | 0.00% | +20,218+132.5% | Added |
| Regentatlantic Capital LLC | 35,544 | $2.44M | 0.07% | +1,127+3.3% | Added |
| Maven Securities LTD | 35,682 | $2.45M | 0.30% | +31,167+690.3% | Added |
| South State Corp. | 35,887 | $2.46M | 0.19% | +1,653+4.8% | Added |