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 |
|---|---|---|---|---|---|
| Argent Trust Co | 36,053 | $2.47M | 0.14% | −398−1.1% | Reduced |
| Hengehold Capital Management LLC | 36,121 | $2.48M | 0.31% | +1,358+3.9% | Added |
| CWM, LLC | 36,135 | $2.48M | 0.02% | +36,135 | New |
| Occudo Quantitative Strategies LP | 36,205 | $2.48M | 0.22% | +15,873+78.1% | Added |
| Eudaimonia Advisors LLC | 36,356 | $2.49M | 1.47% | +36,356 | New |
| Veritable, L.P. | 36,443 | $2.50M | 0.04% | +4,229+13.1% | Added |
| Lakeview Capital Partners, LLC | 36,485 | $2.50M | 1.46% | −4,142−10.2% | Reduced |
| United Bank | 36,506 | $2.50M | 1.34% | +203+0.6% | Added |
| Financial Partners Capital Management LLC | 36,516 | $2.50M | 0.44% | +2,035+5.9% | Added |
| Family Legacy, Inc. | 37,127 | $2.51M | 1.03% | +1,472+4.1% | Added |
| Pinnacle Associates Ltd | 36,677 | $2.52M | 0.04% | +437+1.2% | Added |
| Csenge Advisory Group | 41,137 | $2.53M | 0.22% | −928−2.2% | Reduced |
| HNP Capital LLC | 37,026 | $2.54M | 0.57% | +2,025+5.8% | Added |
| Dearborn Partners LLC | 37,319 | $2.56M | 0.09% | +60.0% | Added |
| Laurel Wealth Advisors LLC | 37,626 | $2.58M | 0.54% | +1,758+4.9% | Added |
| Argyle Capital Management Inc. | 37,859 | $2.60M | 0.81% | 00.0% | Unchanged |
| Lantz Financial LLC | 38,097 | $2.61M | 1.20% | +1,051+2.8% | Added |
| Advisor Partners LLC | 38,175 | $2.62M | 0.16% | +146+0.4% | Added |
| Simmons Bank | 38,279 | $2.63M | 0.18% | −1,419−3.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 38,288 | $2.63M | 0.46% | +1,269+3.4% | Added |
| Greatmark Investment Partners, Inc. | 38,503 | $2.64M | 0.44% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 38,885 | $2.67M | 0.39% | −2,724−6.5% | Reduced |
| Vectors Research Management, LLC | 39,450 | $2.71M | 0.57% | +3,153+8.7% | Added |
| TD Waterhouse Canada Inc. | 38,317 | $2.71M | 0.03% | +38,317 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 39,765 | $2.73M | 1.45% | +96+0.2% | Added |
| MD Financial Management Inc. | 39,807 | $2.73M | 0.07% | +3,910+10.9% | Added |
| Point72 Hong Kong Ltd | 39,857 | $2.73M | 0.23% | +32,731+459.3% | Added |
| Main Street Financial Solutions, LLC | 40,239 | $2.76M | 0.39% | +1,812+4.7% | Added |
| Brick & Kyle, Associates | 40,258 | $2.76M | 1.29% | −30−0.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 40,272 | $2.76M | 2.49% | +40,272 | New |
| Sovereign Financial Group, Inc. | 40,622 | $2.79M | 1.14% | +458+1.1% | Added |
| Clarkston Capital Partners, LLC | 40,620 | $2.79M | 0.05% | +5,000+14.0% | Added |
| Cullen/Frost Bankers, Inc. | 41,124 | $2.82M | 0.05% | +1,098+2.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 42,058 | $2.88M | 0.10% | −525−1.2% | Reduced |
| First Bank & Trust | 42,386 | $2.91M | 1.22% | +350+0.8% | Added |
| Armor Investment Advisors, LLC | 42,587 | $2.92M | 1.65% | −1,807−4.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 44,226 | $3.00M | 0.41% | +4,337+10.9% | Added |
| Lido Advisors, LLC | 43,741 | $3.00M | 0.06% | +579+1.3% | Added |
| Lincoln National Corp | 43,743 | $3.00M | 0.06% | +3,799+9.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 43,824 | $3.00M | 0.90% | +1,834+4.4% | Added |
| MTM Investment Management, LLC | 43,902 | $3.01M | 1.43% | +27+0.1% | Added |
| WBI Investments | 43,956 | $3.01M | 0.48% | −1,653−3.6% | Reduced |
| United Asset Strategies, Inc. | 44,248 | $3.04M | 0.36% | +1,620+3.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 44,720 | $3.06M | 0.04% | +44,720 | New |
| D L Carlson Investment Group Inc | 45,147 | $3.10M | 0.49% | +170+0.4% | Added |
| Doyle Wealth Management | 45,246 | $3.10M | 0.22% | +1,463+3.3% | Added |
| Signaturefd, LLC | 45,316 | $3.11M | 0.10% | +4,500+11.0% | Added |
| Rockefeller Capital Management L.P. | 45,610 | $3.13M | 0.01% | +7,516+19.7% | Added |
| Profund Advisors LLC | 45,621 | $3.13M | 0.10% | +808+1.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 45,985 | $3.15M | 0.34% | −287−0.6% | Reduced |
| Pathstone Family Office, LLC | 46,100 | $3.16M | 0.08% | +83+0.2% | Added |
| Montag A & Associates Inc | 46,162 | $3.17M | 0.16% | −2,648−5.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 46,240 | $3.17M | 0.65% | −940−2.0% | Reduced |
| FAI Wealth Management | 46,695 | $3.20M | 2.64% | +262+0.6% | Added |
| Spire Wealth Management | 46,774 | $3.21M | 0.07% | +29,783+175.3% | Added |
| All Terrain Financial Advisors, LLC | 46,969 | $3.22M | 1.37% | +455+1.0% | Added |
| Ellsworth Advisors, LLC | 47,162 | $3.23M | 1.20% | +9,896+26.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 47,349 | $3.25M | 0.31% | −161−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,700 | $3.26M | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 47,678 | $3.27M | 0.06% | −413−0.9% | Reduced |
| Palisade Asset Management, LLC | 47,799 | $3.28M | 0.37% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 48,361 | $3.32M | 1.10% | +6,406+15.3% | Added |
| Canandaigua National Corp | 49,055 | $3.36M | 0.50% | −233−0.5% | Reduced |
| Simplex Trading, LLC | 49,500 | $3.39M | 0.11% | +38,761+360.9% | Added |
| City Holding Co | 52,603 | $3.41M | 0.57% | −2,695−4.9% | Reduced |
| GWM Advisors LLC | 49,704 | $3.41M | 0.05% | +16,457+49.5% | Added |
| Tiaa, FSB | 49,915 | $3.42M | 0.01% | +267+0.5% | Added |
| First National Trust Co | 50,530 | $3.47M | 0.18% | +572+1.1% | Added |
| Sugarloaf Wealth Management, LLC | 51,048 | $3.50M | 0.83% | +52+0.1% | Added |
| Roosevelt Investment Group LLC | 51,321 | $3.52M | 0.19% | +11,377+28.5% | Added |
| Coastal Bridge Advisors, LLC | 53,994 | $3.52M | 0.73% | +25,773+91.3% | Added |
| Fulton Bank, N.A. | 51,892 | $3.56M | 0.16% | +830+1.6% | Added |
| NN Investment Partners Holdings N.V. | 52,896 | $3.63M | 0.02% | −14,300−21.3% | Reduced |
| Two Sigma Investments, LP | 53,230 | $3.65M | 0.01% | −387,857−87.9% | Reduced |
| Richard Bernstein Advisors LLC | 53,647 | $3.68M | 0.07% | +53,647 | New |
| Prospera Financial Services Inc | 53,922 | $3.70M | 0.16% | +2,152+4.2% | Added |
| Shelton Capital Management | 54,422 | $3.73M | 0.13% | +161+0.3% | Added |
| Rench Wealth Management, Inc. | 54,622 | $3.75M | 1.69% | −161−0.3% | Reduced |
| Goelzer Investment Management, Inc. | 54,738 | $3.75M | 0.31% | +202+0.4% | Added |
| Pacer Advisors, Inc. | 56,041 | $3.84M | 0.04% | −40,393−41.9% | Reduced |
| Private Asset Management Inc | 56,086 | $3.85M | 0.47% | −1,310−2.3% | Reduced |
| Zions Bancorporation, N.A. | 56,383 | $3.87M | 0.34% | +3,537+6.7% | Added |
| Stratos Wealth Partners, LTD. | 56,537 | $3.88M | 0.09% | +2,852+5.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 56,874 | $3.90M | 0.24% | +1,428+2.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 57,457 | $3.94M | 0.18% | +2,711+5.0% | Added |
| Avantax Advisory Services, Inc. | 57,997 | $3.98M | 0.06% | +1,135+2.0% | Added |
| Glenmede Trust Co NA | 58,358 | $4.00M | 0.02% | −3,131−5.1% | Reduced |
| Baugh & Associates, LLC | 58,824 | $4.03M | 2.23% | 00.0% | Unchanged |
| NewSquare Capital LLC | 58,960 | $4.04M | 0.43% | +6,273+11.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 59,206 | $4.06M | 0.28% | +4,492+8.2% | Added |
| Steward Partners Investment Advisory, LLC | 59,316 | $4.07M | 0.06% | −729−1.2% | Reduced |
| Bridge Creek Capital Management LLC | 59,565 | $4.08M | 1.40% | −150.0% | Reduced |
| Advisors Asset Management, Inc. | 59,687 | $4.09M | 0.06% | −2,156−3.5% | Reduced |
| Siemens Fonds Invest GmbH | 60,076 | $4.11M | 0.27% | −6,491−9.8% | Reduced |
| Shilanski & Associates, Inc. | 60,043 | $4.12M | 1.76% | +519+0.9% | Added |
| Wesbanco Bank Inc | 60,356 | $4.14M | 0.15% | −1,290−2.1% | Reduced |
| Andra AP-fonden | 60,400 | $4.14M | 0.08% | +4,800+8.6% | Added |
| Nordea Investment Management AB | 60,655 | $4.14M | 0.00% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 60,927 | $4.18M | 0.52% | +650+1.1% | Added |
| Money Concepts Capital Corp | 61,157 | $4.19M | 0.35% | +61,157 | New |