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 |
|---|---|---|---|---|---|
| Te Ahumairangi Investment Management Ltd | 111,263 | $7.63M | 0.99% | −26,700−19.4% | Reduced |
| Hartford Investment Management Co | 112,888 | $7.74M | 0.18% | +8,191+7.8% | Added |
| CIBC Private Wealth Group, LLC | 114,103 | $7.82M | 0.02% | +3,817+3.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 114,656 | $7.83M | 0.10% | −53,983−32.0% | Reduced |
| Greystone Financial Group, LLC | 114,960 | $7.88M | 1.89% | +27,226+31.0% | Added |
| Nissay Asset Management Corp | 115,066 | $7.89M | 0.06% | +3,632+3.3% | Added |
| Lockheed Martin Investment Management Co | 117,800 | $8.08M | 0.43% | +117,800 | New |
| Umb Bank N A | 117,997 | $8.09M | 0.10% | +27,116+29.8% | Added |
| Signature Wealth Management Group | 119,876 | $8.22M | 4.15% | +5,238+4.6% | Added |
| TCTC Holdings, LLC | 120,069 | $8.23M | 0.35% | −247−0.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 120,082 | $8.23M | 2.56% | −4,712−3.8% | Reduced |
| Wealthfront Advisers LLC | 120,319 | $8.25M | 0.03% | −3,110−2.5% | Reduced |
| Buckhead Capital Management LLC | 120,770 | $8.28M | 1.75% | −6,100−4.8% | Reduced |
| Metropolitan Life Insurance Co | 121,116 | $8.31M | 0.11% | −3,417−2.7% | Reduced |
| Old Mission Capital LLC | 122,620 | $8.41M | 0.41% | +122,620 | New |
| Stephens Inc | 124,046 | $8.51M | 0.13% | −11,273−8.3% | Reduced |
| Redpoint Investment Management Pty Ltd | 125,358 | $8.60M | 0.68% | −1,064−0.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 125,778 | $8.63M | 0.34% | −584−0.5% | Reduced |
| Cetera Investment Advisers | 125,889 | $8.63M | 0.12% | +7,155+6.0% | Added |
| IFM Investors Pty Ltd | 126,640 | $8.69M | 0.16% | −6,222−4.7% | Reduced |
| Core Alternative Capital | 134,928 | $8.70M | 1.75% | −2,870−2.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 127,973 | $8.78M | 0.06% | +127,973 | New |
| Becker Capital Management Inc | 128,018 | $8.78M | 0.35% | −3,036−2.3% | Reduced |
| Marshall Wace, LLP | 129,289 | $8.87M | 0.02% | +3,532+2.8% | Added |
| M&T Bank Corp | 131,509 | $9.02M | 0.04% | −2,422−1.8% | Reduced |
| Brinker Capital Investments, LLC | 134,084 | $9.20M | 0.13% | +1,495+1.1% | Added |
| Chartwell Investment Partners, LLC | 134,128 | $9.20M | 0.27% | +5,809+4.5% | Added |
| Advisors Management Group Inc | 134,815 | $9.25M | 2.77% | −199−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 134,977 | $9.26M | 0.12% | −1,143−0.8% | Reduced |
| Keybank National Association | 135,194 | $9.27M | 0.04% | +786+0.6% | Added |
| Eaton Vance Management | 137,592 | $9.44M | 0.01% | +2,443+1.8% | Added |
| Mutual of America Capital Management LLC | 139,935 | $9.60M | 0.10% | +1,006+0.7% | Added |
| Advisory Services Network, LLC | 142,997 | $9.81M | 0.28% | +7,483+5.5% | Added |
| Securian Asset Management, Inc | 144,394 | $9.90M | 0.18% | +30,095+26.3% | Added |
| Northern Oak Wealth Management Inc | 144,724 | $9.93M | 1.12% | −1,861−1.3% | Reduced |
| Texas Permanent School Fund | 146,177 | $10.0M | 0.12% | −17,395−10.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 147,172 | $10.1M | 0.05% | −21,670−12.8% | Reduced |
| Rockland Trust Co | 147,567 | $10.1M | 0.64% | +5,809+4.1% | Added |
| Leavell Investment Management, Inc. | 149,208 | $10.2M | 0.68% | +1,806+1.2% | Added |
| Thrivent Financial for Lutherans | 154,090 | $10.3M | 0.02% | +34,965+29.4% | Added |
| Intact Investment Management Inc. | 150,500 | $10.3M | 0.26% | −2,000−1.3% | Reduced |
| HRT Financial LP | 151,355 | $10.4M | 0.06% | −109,101−41.9% | Reduced |
| Nisa Investment Advisors, LLC | 150,415 | $10.5M | 0.08% | +14,425+10.6% | Added |
| Eagle Ridge Investment Management | 152,622 | $10.5M | 1.10% | +3,874+2.6% | Added |
| Mirabella Financial Services LLP | 152,909 | $10.5M | 1.07% | +152,909 | New |
| Mackay Shields LLC | 157,883 | $10.8M | 0.09% | −3,606−2.2% | Reduced |
| Fisher Asset Management, LLC | 158,037 | $10.8M | 0.01% | +78,967+99.9% | Added |
| Maryland Capital Management | 159,723 | $11.0M | 0.59% | +3,988+2.6% | Added |
| AE Wealth Management LLC | 165,154 | $11.3M | 0.08% | +13,085+8.6% | Added |
| DnB Asset Management AS | 167,490 | $11.5M | 0.07% | −57,229−25.5% | Reduced |
| State of Alaska, Department of Revenue | 170,442 | $11.7M | 0.11% | −9,287−5.2% | Reduced |
| Gulf International Bank (UK) Ltd | 170,848 | $11.7M | 0.17% | −35,834−17.3% | Reduced |
| Public Employees Retirement Association of Colorado | 172,023 | $11.8M | 0.05% | −831−0.5% | Reduced |
| CIBC Asset Management Inc | 173,456 | $11.9M | 0.04% | +3,856+2.3% | Added |
| Commerce Bank | 175,931 | $12.1M | 0.08% | −1,690−1.0% | Reduced |
| State of Tennessee, Treasury Department | 176,167 | $12.1M | 0.04% | −2,705−1.5% | Reduced |
| Public Sector Pension Investment Board | 176,838 | $12.1M | 0.07% | −1,750−1.0% | Reduced |
| Kestra Advisory Services, LLC | 178,520 | $12.2M | 0.12% | +27,468+18.2% | Added |
| Arbor Wealth Management, LLC | 182,665 | $12.5M | 2.75% | +3,702+2.1% | Added |
| Bridgeworth, LLC | 183,065 | $12.6M | 2.77% | +45,694+33.3% | Added |
| Illinois Municipal Retirement Fund | 183,428 | $12.6M | 0.35% | +69,113+60.5% | Added |
| Janus Henderson Group PLC | 184,817 | $12.7M | 0.01% | −11,054−5.6% | Reduced |
| British Columbia Investment Management Corp | 186,084 | $12.8M | 0.07% | −9,702−5.0% | Reduced |
| Sadoff Investment Management LLC | 191,429 | $13.1M | 0.77% | +2,414+1.3% | Added |
| Utah Retirement Systems | 191,872 | $13.2M | 0.16% | +400+0.2% | Added |
| AMP Capital Investors Ltd | 192,217 | $13.2M | 0.37% | −563,040−74.5% | Reduced |
| Verity & Verity, LLC | 193,757 | $13.3M | 1.90% | +4,356+2.3% | Added |
| Alberta Investment Management Corp | 194,800 | $13.4M | 0.08% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 194,997 | $13.4M | 0.14% | +194,997 | New |
| Cahaba Wealth Management, Inc. | 196,591 | $13.5M | 1.79% | +79,065+67.3% | Added |
| Forsta Ap-Fonden | 198,100 | $13.6M | 0.14% | −43,500−18.0% | Reduced |
| Cbre Clarion Securities LLC | 199,000 | $13.6M | 0.20% | +199,000 | New |
| C2C Wealth Management, LLC | 202,851 | $13.9M | 2.00% | +202,851 | New |
| Richard C. Young & CO., LTD. | 203,414 | $13.9M | 1.76% | +7,537+3.8% | Added |
| Comerica Bank | 209,460 | $14.1M | 0.10% | −2,879−1.4% | Reduced |
| Nichols & Pratt Advisers LLP | 206,276 | $14.1M | 0.98% | −2,900−1.4% | Reduced |
| Willis Investment Counsel | 207,558 | $14.2M | 0.75% | −2,908−1.4% | Reduced |
| AXA S.A. | 209,831 | $14.4M | 0.04% | +21,077+11.2% | Added |
| Natixis | 214,391 | $14.7M | 0.05% | +91,086+73.9% | Added |
| MML Investors Services, LLC | 215,397 | $14.8M | 0.11% | +4,425+2.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 218,920 | $15.0M | 0.03% | −180.0% | Reduced |
| Captrust Financial Advisors | 219,938 | $15.1M | 0.10% | +17,332+8.6% | Added |
| Creative Planning | 223,245 | $15.3M | 0.02% | −7,642−3.3% | Reduced |
| Van Eck Associates Corp | 223,953 | $15.4M | 0.04% | +33,611+17.7% | Added |
| Nomura Asset Management Co Ltd | 224,824 | $15.4M | 0.08% | +8,039+3.7% | Added |
| Financial Counselors Inc | 228,773 | $15.7M | 0.32% | +2,908+1.3% | Added |
| DekaBank Deutsche Girozentrale | 233,918 | $15.9M | 0.04% | +27,522+13.3% | Added |
| Fukoku Mutual Life Insurance Co | 233,210 | $16.0M | 1.18% | +210+0.1% | Added |
| USS Investment Management Ltd | 233,352 | $16.0M | 0.13% | 00.0% | Unchanged |
| MetLife Investment Management | 234,154 | $16.1M | 0.13% | −4,992−2.1% | Reduced |
| Jefferies Group LLC | 236,800 | $16.2M | 0.30% | +196,800+492.0% | Added |
| Cornerstone Capital, Inc. | 236,985 | $16.3M | 1.73% | −7,275−3.0% | Reduced |
| Calamos Advisors LLC | 242,344 | $16.6M | 0.07% | +9,181+3.9% | Added |
| Independent Advisor Alliance | 249,594 | $17.1M | 0.85% | +8,429+3.5% | Added |
| ProShare Advisors LLC | 252,317 | $17.3M | 0.03% | +38,434+18.0% | Added |
| ING Groep NV | 252,756 | $17.3M | 0.16% | +32,450+14.7% | Added |
| Davidson Investment Advisors | 266,101 | $18.2M | 1.30% | −821−0.3% | Reduced |
| State of Michigan Retirement System | 266,782 | $18.3M | 0.10% | +900+0.3% | Added |
| First Horizon Advisors, Inc. | 271,091 | $18.6M | 0.56% | +176,298+186.0% | Added |
| Regions Financial Corp | 273,624 | $18.8M | 0.15% | −30,666−10.1% | Reduced |