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; 2,371 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 |
|---|---|---|---|---|---|
| Community Bank & Trust, Waco, Texas | 61,613 | $4.22M | 1.24% | +2,900+4.9% | Added |
| Albion Financial Group | 61,828 | $4.24M | 0.34% | +3,272+5.6% | Added |
| Daiwa Securities Group Inc. | 62,061 | $4.26M | 0.03% | +1,326+2.2% | Added |
| Aigen Investment Management, LP | 64,008 | $4.29M | 0.26% | +64,008 | New |
| KBC Group NV | 62,855 | $4.31M | 0.01% | −57,564−47.8% | Reduced |
| Stratos Wealth Advisors, LLC | 63,162 | $4.33M | 0.31% | +478+0.8% | Added |
| Visionary Wealth Advisors | 63,187 | $4.33M | 0.36% | +4,190+7.1% | Added |
| Anchor Investment Management, LLC | 63,184 | $4.33M | 0.54% | −1,331−2.1% | Reduced |
| Kentucky Retirement Systems | 63,566 | $4.36M | 0.18% | +997+1.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 64,506 | $4.42M | 0.36% | +330+0.5% | Added |
| New Mexico Educational Retirement Board | 64,687 | $4.44M | 0.15% | −4,600−6.6% | Reduced |
| Louisiana State Employees Retirement System | 66,400 | $4.55M | 0.10% | +500+0.8% | Added |
| Xponance, Inc. | 66,433 | $4.56M | 0.07% | +12,924+24.2% | Added |
| IFG Advisory, LLC | 66,488 | $4.56M | 0.44% | −1,600−2.3% | Reduced |
| Level Four Advisory Services, LLC | 67,149 | $4.61M | 0.35% | +32,010+91.1% | Added |
| Birmingham Capital Management Co Inc | 67,500 | $4.63M | 1.67% | −200−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 68,041 | $4.67M | 0.10% | −2,330−3.3% | Reduced |
| Institutional & Family Asset Management, LLC | 68,118 | $4.67M | 0.73% | −2,477−3.5% | Reduced |
| D.A. Davidson & Co. | 68,553 | $4.70M | 0.05% | +1,795+2.7% | Added |
| Alerus Financial NA | 68,736 | $4.71M | 0.38% | +27,383+66.2% | Added |
| Clearbridge Investments, LLC | 68,820 | $4.72M | 0.00% | −600−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 68,976 | $4.73M | 0.01% | +11,820+20.7% | Added |
| TD Private Client Wealth LLC | 69,742 | $4.78M | 0.20% | −8,322−10.7% | Reduced |
| Walleye Capital LLC | 69,744 | $4.78M | 0.16% | +69,744 | New |
| Holloway Wealth Management, LLC | – | $4.80M | 1.37% | – | – |
| Chronos Wealth Management, LLC | 70,000 | $4.80M | 2.91% | −293−0.4% | Reduced |
| Sciencast Management LP | 70,216 | $4.84M | 0.85% | +58,072+478.2% | Added |
| Carson Advisory Inc. | 71,218 | $4.88M | 4.95% | +71,218 | New |
| Moors & Cabot, Inc. | 71,515 | $4.90M | 0.30% | +827+1.2% | Added |
| Naples Global Advisors, LLC | 71,935 | $4.93M | 0.57% | +519+0.7% | Added |
| Sigma Planning Corp | 72,449 | $4.97M | 0.14% | +408+0.6% | Added |
| Neuberger Berman Group LLC | 82,677 | $4.98M | 0.00% | −12,347−13.0% | Reduced |
| CIBC World Markets Inc. | 73,037 | $5.01M | 0.02% | +4,809+7.0% | Added |
| Bokf, NA | 74,733 | $5.13M | 0.08% | −996−1.3% | Reduced |
| Summit Global Investments | 75,801 | $5.20M | 0.33% | +46,394+157.8% | Added |
| Oppenheimer & Co Inc | 76,980 | $5.28M | 0.09% | +2,961+4.0% | Added |
| Orion Portfolio Solutions, LLC | 77,487 | $5.31M | 0.18% | +1,605+2.1% | Added |
| McRae Capital Management Inc | 77,774 | $5.33M | 1.11% | +3,360+4.5% | Added |
| Teachers Retirement System of the State of Kentucky | 78,045 | $5.35M | 0.05% | −3,005−3.7% | Reduced |
| Insight Folios Inc | 78,797 | $5.40M | 2.53% | +2,184+2.9% | Added |
| Elo Mutual Pension Insurance Co | 80,394 | $5.51M | 0.15% | +6,198+8.4% | Added |
| Allstate Corp | 80,644 | $5.53M | 0.11% | +66,653+476.4% | Added |
| Maryland State Retirement & Pension System | 80,678 | $5.53M | 0.14% | 00.0% | Unchanged |
| Atria Investments LLC | 80,939 | $5.55M | 0.10% | +5,106+6.7% | Added |
| Monte Financial Group, LLC | 81,117 | $5.56M | 2.93% | +14,194+21.2% | Added |
| First Republic Investment Management, Inc. | 81,307 | $5.58M | 0.01% | +2,079+2.6% | Added |
| Sky Investment Group LLC | 81,616 | $5.60M | 1.13% | +290+0.4% | Added |
| Mariner, LLC | 82,240 | $5.64M | 0.02% | +7,809+10.5% | Added |
| Schnieders Capital Management LLC | 82,404 | $5.65M | 1.32% | +1,000+1.2% | Added |
| Central Trust Co | 82,740 | $5.67M | 0.16% | −1,872−2.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 83,174 | $5.70M | 1.08% | +2,444+3.0% | Added |
| Old Point Trust & Financial Services N A | 83,349 | $5.72M | 2.30% | +548+0.7% | Added |
| Oregon Public Employees Retirement Fund | 85,719 | $5.88M | 0.06% | −2,900−3.3% | Reduced |
| RFG Advisory, LLC | 85,789 | $5.88M | 0.40% | +2,051+2.4% | Added |
| Huntington National Bank | 86,922 | $5.96M | 0.05% | −1,154−1.3% | Reduced |
| National Bank of Canada | 87,577 | $6.00M | 0.03% | +87,577 | New |
| Mercer Global Advisors Inc | 88,290 | $6.05M | 0.04% | −346−0.4% | Reduced |
| Carret Asset Management, LLC | 88,802 | $6.09M | 0.67% | −350−0.4% | Reduced |
| Norinchukin Bank, The | 89,037 | $6.11M | 0.08% | −468−0.5% | Reduced |
| Fiduciary Group LLC | 89,207 | $6.12M | 0.68% | +551+0.6% | Added |
| Aull & Monroe Investment Management Corp | 89,276 | $6.12M | 2.73% | −2,767−3.0% | Reduced |
| 6 Meridian | 90,782 | $6.23M | 0.46% | −1,285−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 91,172 | $6.25M | 0.13% | +2,473+2.8% | Added |
| Cetera Advisors LLC | 91,176 | $6.25M | 0.13% | −1,643−1.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 91,578 | $6.28M | 1.54% | +46,545+103.4% | Added |
| Hantz Financial Services, Inc. | 91,752 | $6.29M | 0.18% | +2,047+2.3% | Added |
| Raymond James Trust N.A. | 92,709 | $6.36M | 0.19% | −1,882−2.0% | Reduced |
| Davenport & Co LLC | 93,638 | $6.42M | 0.04% | +564+0.6% | Added |
| Brookstone Capital Management | 94,959 | $6.52M | 0.11% | −1,563−1.6% | Reduced |
| Blair William & Co | 95,185 | $6.53M | 0.02% | +3,564+3.9% | Added |
| Massmutual Trust Co FSB | 95,735 | $6.57M | 0.24% | +1,460+1.5% | Added |
| Bell Bank | 96,621 | $6.63M | 0.76% | +17,346+21.9% | Added |
| Trustmark National Bank Trust Department | 97,782 | $6.71M | 0.51% | +3,338+3.5% | Added |
| Fifth Third Bancorp | 97,837 | $6.71M | 0.03% | −2,617−2.6% | Reduced |
| First PREMIER Bank | 97,988 | $6.72M | 1.74% | −540−0.5% | Reduced |
| Balyasny Asset Management LLC | 98,252 | $6.74M | 0.03% | +98,252 | New |
| HB Wealth Management, LLC | 98,844 | $6.78M | 0.14% | +98,844 | New |
| Tower Research Capital LLC (TRC) | 98,886 | $6.78M | 0.12% | +62,958+175.2% | Added |
| South Dakota Investment Council | 99,071 | $6.79M | 0.11% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 109,846 | $6.81M | 0.44% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 99,371 | $6.82M | 0.21% | +3,111+3.2% | Added |
| Edgemoor Investment Advisors, Inc. | 99,478 | $6.82M | 0.70% | +238+0.2% | Added |
| Westpac Banking Corp | 99,583 | $6.83M | 0.07% | −13,523−12.0% | Reduced |
| Principle Wealth Partners LLC | 100,068 | $6.86M | 0.72% | +258+0.3% | Added |
| New England Asset Management Inc | 100,245 | $6.88M | 0.11% | +6,250+6.6% | Added |
| Thomasville National Bank | 100,507 | $6.89M | 0.66% | +13,439+15.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 100,996 | $6.93M | 0.01% | +25,127+33.1% | Added |
| Private Advisor Group, LLC | 101,415 | $6.96M | 0.05% | −25,314−20.0% | Reduced |
| MainStreet Investment Advisors LLC | 101,996 | $7.00M | 0.61% | +1,600+1.6% | Added |
| Cetera Advisor Networks LLC | 102,224 | $7.01M | 0.09% | +2,833+2.9% | Added |
| Nomura Holdings Inc | 102,257 | $7.01M | 0.04% | +90,135+743.6% | Added |
| Mayflower Financial Advisors, LLC | 103,073 | $7.07M | 0.94% | −124−0.1% | Reduced |
| Jane Street Group, LLC | 105,700 | $7.25M | 0.01% | +55,865+112.1% | Added |
| Kanawha Capital Management LLC | 106,012 | $7.27M | 0.61% | −3,261−3.0% | Reduced |
| Polaris Wealth Advisory Group, LLC | 107,503 | $7.37M | 0.42% | −828−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 108,600 | $7.45M | 0.02% | −184,408−62.9% | Reduced |
| Schroder Investment Management Group | 108,769 | $7.46M | 0.01% | −23,920−18.0% | Reduced |
| Associated Banc-Corp | 108,995 | $7.47M | 0.27% | −2,124−1.9% | Reduced |
| Squarepoint Ops LLC | 109,665 | $7.52M | 0.04% | +9,745+9.8% | Added |
| Biondo Investment Advisors, LLC | 109,045 | $7.55M | 1.26% | +5,083+4.9% | Added |