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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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ4 2021: 1,654 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ4 2021: $43.9B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2021.

Institutions holding SO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Liberty Wealth Management LLC0$00.00%−2,294−100.0%Sold out
Acadian Asset Management LLC0$00.00%−2,138−100.0%Sold out
Jackson, Grant Investment Advisers, Inc.0$00.00%−1,728−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−1,469−100.0%Sold out
Guidance Point Advisors, LLC0$00.00%−1,475−100.0%Sold out
Prentice Wealth Management LLC0$00.00%−1,308−100.0%Sold out
Neo Ivy Capital Management0$00.00%−1,351−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−1,118−100.0%Sold out
Herold Advisors, Inc.0$00.00%−1,100−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−1,052−100.0%Sold out
Lountzis Asset Management, LLC0$00.00%−1,000−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−938−100.0%Sold out
Pin Oak Investment Advisors Inc0$00.00%−2,000−100.0%Sold out
Sterling Financial Planning, Inc.0$00.00%−626−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−500−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−276−100.0%Sold out
Corbenic Partners LLC0$00.00%−272−100.0%Sold out
RPG Investment Advisory, LLC0$00.00%−260−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−266−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−249−100.0%Sold out
Walled Lake Planning & Wealth Management, LLC0$00.00%−240−100.0%Sold out
Phoenix Wealth Advisors0$00.00%−250−100.0%Sold out
Kelly Financial Services LLC0$00.00%−210−100.0%Sold out
Resolute Partners Group0$00.00%−200−100.0%Sold out
WD Rutherford LLC0$00.00%−173−100.0%Sold out
CBIZ Investment Advisory Services, LLC0$00.00%–Sold out
Atlas Private Wealth Advisors0$00.00%−100−100.0%Sold out
Better Money Decisions, LLC0$00.00%−73−100.0%Sold out
Bay Harbor Wealth Management, LLC0$00.00%−71−100.0%Sold out
Certified Advisory Corp0$00.00%−42−100.0%Sold out
Cypress Point Wealth Management, LLC0$00.00%−7−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
Homrich & Berg––––Not filed
Russell Clark Investment Management Ltd––––Not filed
Eudaimonia Partners, LLC––––Not filed
BBVA USA––––Not filed
Optimal Asset Management, Inc.––––Not filed
HighPoint Advisor Group LLC––––Not filed
Harbor Financial Services, LLC––––Not filed
World Asset Management Inc––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Mid Atlantic Financial Management Inc––––Not filed
Wealth Advisory Solutions, LLC––––Not filed
Ameritas Investment Company, LLC––––Not filed
Farr Miller & Washington LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed
Landsberg, Bennett, & Dubbaneh LLC––––Not filed
First Mercantile Trust Co––––Not filed
NorthCoast Asset Management LLC––––Not filed
Sonora Investment Management, LLC––––Not filed
Wealth Quarterback LLC––––Not filed
Security National Trust Co––––Not filed
Heritage Wealth Management, LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Filbrandt Wealth Management, LLC––––Not filed