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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 618 | $42.0K | 0.00% | +36+6.2% | Added |
| Versant Capital Management, Inc | 643 | $44.0K | 0.01% | −17−2.6% | Reduced |
| Piscataqua Savings Bank | 640 | $44.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $45.0K | 0.02% | −45−6.4% | Reduced |
| Washington Trust Advisors, Inc. | 650 | $45.0K | 0.00% | +650 | New |
| Western Pacific Wealth Management, LP | 669 | $45.0K | 0.03% | +669 | New |
| Simon Quick Advisors, LLC | 675 | $46.0K | 0.01% | −16−2.3% | Reduced |
| Tarbox Family Office, Inc. | 698 | $48.0K | 0.01% | −1,356−66.0% | Reduced |
| Canton Hathaway, LLC | 705 | $48.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 699 | $48.0K | 0.01% | +9+1.3% | Added |
| Founders Capital Management | 700 | $48.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 718 | $49.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 718 | $49.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 709 | $49.0K | 0.00% | +300+73.3% | Added |
| Total Clarity Wealth Management, Inc. | 730 | $50.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 749 | $51.0K | 0.00% | +1+0.1% | Added |
| Antonetti Capital Management LLC | 760 | $52.0K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 764 | $52.0K | 0.00% | +64+9.1% | Added |
| Rockbridge Investment Management, LCC | 775 | $53.0K | 0.01% | +25+3.3% | Added |
| MBM Wealth Consultants, LLC | 775 | $53.0K | 0.02% | +310+66.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 805 | $55.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 807 | $55.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 800 | $55.0K | 0.02% | +800 | New |
| Missouri Trust & Investment Co | 800 | $55.0K | 0.03% | +800 | New |
| American Research & Management Co. | 820 | $56.0K | 0.01% | +100+13.9% | Added |
| Seldon Capital LP | 820 | $56.0K | 0.04% | +820 | New |
| Tyler-Stone Wealth Management | 813 | $56.0K | 0.03% | +813 | New |
| Focused Wealth Management, Inc | 854 | $59.0K | 0.01% | +66+8.4% | Added |
| Cranbrook Wealth Management, LLC | 880 | $60.0K | 0.01% | −60−6.4% | Reduced |
| Retirement Group, LLC | 479 | $60.0K | 0.03% | +2+0.4% | Added |
| Sterling Investment Advisors, Ltd. | 900 | $62.0K | 0.02% | −20−2.2% | Reduced |
| Tortoise Investment Management, LLC | 900 | $62.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 914 | $62.0K | 0.06% | +914 | New |
| Eagle Bay Advisors LLC | 934 | $64.0K | 0.04% | −949−50.4% | Reduced |
| Pflug Koory, LLC | 948 | $65.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 963 | $66.0K | 0.02% | +62+6.9% | Added |
| American National Bank | 983 | $67.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 975 | $67.0K | 0.01% | +975 | New |
| Investmark Advisory Group LLC | 990 | $67.0K | 0.06% | +990 | New |
| MV Capital Management, Inc. | 995 | $68.0K | 0.01% | +36+3.8% | Added |
| Ford Financial Group, LLC | 1,000 | $68.0K | 0.02% | +1,000 | New |
| Evoke Wealth, LLC | 1,009 | $69.0K | 0.00% | +7+0.7% | Added |
| West Branch Capital LLC | 1,022 | $70.0K | 0.03% | +100+10.8% | Added |
| Chilton Capital Management LLC | 1,030 | $71.0K | 0.00% | −10,000−90.7% | Reduced |
| AIA Group Ltd | 1,042 | $71.0K | 0.00% | +1,042 | New |
| Norway Savings Bank | 1,080 | $74.0K | 0.03% | −516−32.3% | Reduced |
| Altshuler Shaham Ltd | 1,131 | $78.0K | 0.00% | +14+1.3% | Added |
| Princeton Global Asset Management LLC | 1,162 | $80.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,171 | $80.0K | 0.02% | +166+16.5% | Added |
| Covestor Ltd | 1,167 | $80.0K | 0.11% | +1,167 | New |
| Bellevue Asset Management, LLC | 1,175 | $81.0K | 0.05% | +3+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 1,200 | $82.0K | 0.01% | +1,200 | New |
| Skandinaviska Enskilda Banken AB (publ) | 1,235 | $84.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,243 | $85.0K | 0.03% | −413−24.9% | Reduced |
| Crescent Capital Consulting, LLC | 1,236 | $85.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,286 | $88.2K | 0.06% | +1,286 | New |
| Parkside Financial Bank & Trust | 1,294 | $89.0K | 0.02% | +96+8.0% | Added |
| Addison Advisors LLC | 1,293 | $89.0K | 0.06% | +1,160+872.2% | Added |
| M&R Capital Management Inc | 1,350 | $92.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,370 | $94.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,382 | $95.0K | 0.02% | −517−27.2% | Reduced |
| Central Bank & Trust Co | 1,432 | $98.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,465 | $100.0K | 0.05% | +64+4.6% | Added |
| Lindbrook Capital, LLC | 1,459 | $100.0K | 0.02% | +493+51.0% | Added |
| Alpha Paradigm Partners, LLC | 1,470 | $101.0K | 0.04% | +1,470 | New |
| Harbor Investment Advisory, LLC | 1,495 | $103.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $103.0K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,498 | $103.0K | 0.06% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,555 | $107.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,554 | $107.0K | 0.02% | +1,554 | New |
| Bogart Wealth, LLC | 1,589 | $109.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,608 | $110.0K | 0.07% | −691−30.1% | Reduced |
| NVWM, LLC | 1,606 | $110.0K | 0.03% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 1,650 | $113.0K | 0.10% | +1,650 | New |
| Charter Oak Capital Management, LLC | 1,673 | $115.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,676 | $115.0K | 0.01% | +1,240+284.4% | Added |
| CVA Family Office, LLC | 1,710 | $117.0K | 0.03% | +775+82.9% | Added |
| Bellwether Advisors, LLC | 1,707 | $117.0K | 0.04% | +1,401+457.8% | Added |
| Legacy Bridge, LLC | 1,720 | $118.0K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $118.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $118.0K | 0.04% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,750 | $120.0K | 0.03% | +1,750 | New |
| Private Capital Group, LLC | 1,798 | $123.0K | 0.03% | −167−8.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,811 | $124.0K | 0.01% | +73+4.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,814 | $124.0K | 0.00% | +80+4.6% | Added |
| Paragon Capital Management Ltd | 1,895 | $130.0K | 0.02% | +1,895 | New |
| Smithfield Trust Co | 1,960 | $133.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,953 | $134.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,987 | $136.0K | 0.01% | +7+0.4% | Added |
| Tompkins Financial Corp | 2,000 | $137.0K | 0.02% | −230−10.3% | Reduced |
| Corsicana & Co. | 2,000 | $137.0K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,012 | $138.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 2,084 | $143.0K | 0.00% | −57,009−96.5% | Reduced |
| Clear Investment Research, LLC | 2,090 | $143.0K | 0.22% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 2,155 | $147.0K | 0.14% | +2,155 | New |
| Avion Wealth | 2,165 | $148.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,173 | $149.0K | 0.02% | −596−21.5% | Reduced |
| Burleson & Company, LLC | 2,172 | $149.0K | 0.02% | +18+0.8% | Added |
| Vigilant Capital Management, LLC | 2,200 | $151.0K | 0.01% | +1,943+756.0% | Added |
| Interactive Financial Advisors | 2,273 | $152.0K | 0.06% | +65+2.9% | Added |