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Livermore
Livermore
ZHEN

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.

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: 2,370 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 20262,370$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
PrairieView Partners, LLC2,226$153.0K0.02%00.0%Unchanged
Field & Main Bank2,280$156.0K0.09%+75+3.4%Added
BerganKDV Wealth Management, LLC2,324$159.0K0.02%−598−20.5%Reduced
Comprehensive Financial Consultants Institutional, Inc.2,480$161.0K0.10%+2,480New
Tevis Investment Management2,338$161.0K0.14%+2,338New
Dividend Assets Capital, LLC2,385$164.0K0.03%−200−7.7%Reduced
Essex Investment Management Co LLC2,400$165.0K0.02%00.0%Unchanged
Rock Creek Group, LP2,453$168.0K0.02%+287+13.3%Added
1832 Asset Management L.P.3,275$177.0K0.00%−9,336−74.0%Reduced
Evermay Wealth Management LLC2,585$177.0K0.03%+100+4.0%Added
Carolinas Wealth Consulting LLC2,680$184.0K0.04%+8+0.3%Added
PYA Waltman Capital, LLC2,696$185.0K0.10%+2,696New
Ellis Investment Partners, LLC2,743$188.0K0.04%+1,975+257.2%Added
Godsey & Gibb Associates2,740$188.0K0.06%+2,740New
AGF Investments LLC2,789$191.0K0.02%+1,356+94.6%Added
Patriot Financial Group Insurance Agency, LLC2,796$192.0K0.03%+2+0.1%Added
Column Capital Advisors, LLC2,831$194.0K0.04%+1,426+101.5%Added
Horan Securities, Inc.2,826$194.0K0.12%+2,826New
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,850$195.0K0.00%−120−4.0%Reduced
AlphaMark Advisors, LLC2,896$199.0K0.07%−100−3.3%Reduced
Chickasaw Capital Management LLC2,932$201.0K0.01%+2,932New
American Trust Investment Advisors, LLC2,936$201.0K0.10%+2,936New
Argent Advisors, Inc.2,927$201.0K0.11%+2,927New
LexAurum Advisors, LLC2,924$201.0K0.07%+2,924New
Forefront Wealth Management Inc.2,933$201.0K0.19%+2,933New
Fieldpoint Private Securities, LLC2,945$202.0K0.04%+121+4.3%Added
Koss-Olinger Consulting, LLC2,939$202.0K0.03%+2,939New
Truvestments Capital LLC2,960$203.0K0.10%+20+0.7%Added
Cedar Mountain Advisors, LLC2,954$203.0K0.06%+30+1.0%Added
Greenline Partners, LLC2,953$203.0K0.04%+2,953New
Measured Wealth Private Client Group, LLC2,967$203.0K0.07%+2,967New
Founders Financial Alliance, LLC2,956$203.0K0.08%+2,956New
Chicago Partners Investment Group LLC3,091$204.0K0.01%+3,091New
Signature Wealth Management Partners, LLC2,986$205.0K0.17%+2,986New
Asset Management Advisors, LLC3,000$206.0K0.14%+3,000New
Infrastructure Capital Advisors, LLC3,000$206.0K0.05%+3,000New
Sterling Manor Financial, LLC3,000$206.0K0.16%+3,000New
Tranquility Partners, LLC3,018$207.0K0.10%−1,600−34.6%Reduced
Pinebridge Investments, L.P.3,025$207.0K0.00%+1,764+139.9%Added
Appleton Partners Inc3,013$207.0K0.02%+3,013New
VeraBank, N.A.3,012$207.0K0.10%+3,012New
Capstone Triton Financial Group, LLC3,025$207.0K0.42%+3,025New
Lloyd Advisory Services, LLC.3,026$208.0K0.10%+15+0.5%Added
Sabal Trust CO3,038$208.0K0.01%+3,038New
NBW Capital LLC3,032$208.0K0.05%+3,032New
Madrona Financial Services, LLC3,030$208.0K0.09%+3,030New
Proficio Capital Partners LLC3,032$208.0K0.03%+3,032New
Pitcairn Co3,059$210.0K0.01%−213−6.5%Reduced
Oppenheimer Asset Management Inc.3,064$210.0K0.00%+3,064New
Wealthspan Partners, LLC3,069$210.0K0.19%+3,069New
Congress Wealth Management LLC3,072$211.0K0.00%+3,072New
Hemenway Trust Co LLC3,100$213.0K0.02%+3,100New
Financial Partners Group, Inc3,071$213.0K0.05%+3,071New
Brendel Financial Advisors LLC3,100$213.0K0.11%+3,100New
Financial Strategies Group, Inc.3,108$213.0K0.09%+3,108New
Summit Wealth Partners, LLC3,120$214.0K0.05%+3,120New
JJJ Advisors Inc.3,123$214.0K0.06%00.0%Unchanged
North Star Asset Management Inc3,127$214.0K0.01%+3,127New
Tufton Capital Management3,148$215.0K0.03%−300−8.7%Reduced
Coho Partners, Ltd.3,139$215.0K0.00%+3,139New
Vivid Financial Management, Inc.3,134$215.0K0.08%+3,134New
Enterprise Financial Services Corp3,151$216.0K0.03%−426−11.9%Reduced
Lenox Wealth Advisors, LLC3,148$216.0K0.03%+26+0.8%Added
Capital City Trust Co3,136$216.0K0.06%+3,136New
Wedgewood Investors Inc3,150$216.0K0.25%+3,150New
Aveo Capital Partners, LLC3,150$216.0K0.04%+3,150New
Bank of Nova Scotia Trust Co3,164$217.0K0.02%+3,164New
Biltmore Wealth Management, LLC3,162$217.0K0.08%+3,162New
Klingenstein Fields & Co LP3,178$218.0K0.01%−1,218−27.7%Reduced
Center for Financial Planning, Inc.3,173$218.0K0.04%−187−5.6%Reduced
Univest Financial Corp3,194$219.0K0.06%+3,194New
King Wealth3,209$220.0K0.04%+3,209New
Mirador Capital Partners LP3,205$220.0K0.05%+3,205New
Blueprint Investment Partners LLC3,208$220.0K0.05%+1,323+70.2%Added
Asset Dedication, LLC3,246$221.0K0.03%+2,100+183.2%Added
Flagship Harbor Advisors, LLC3,232$222.0K0.02%−5,164−61.5%Reduced
CRA Financial Services, LLC3,237$222.0K0.07%00.0%Unchanged
Freedman Financial Associates, Inc.3,240$222.0K0.15%00.0%Unchanged
Newbridge Financial Services Group, Inc.3,232$222.0K0.10%+572+21.5%Added
Trinity Legacy Partners, LLC3,234$222.0K0.08%+3,234New
Wealth Management Associates, Inc.3,250$222.9K0.12%00.0%Unchanged
Salem Capital Management Inc3,250$223.0K0.12%−300−8.5%Reduced
MidWestOne Financial Group, Inc.3,250$223.0K0.05%00.0%Unchanged
Investors Asset Management of Georgia Inc3,293$226.0K0.11%−115−3.4%Reduced
Bluestein R H & Co3,300$226.0K0.01%00.0%Unchanged
Weybosset Research & Management LLC3,300$226.0K0.08%00.0%Unchanged
Strategic Capital Advisers, Inc.3,300$226.0K0.16%00.0%Unchanged
Secure Asset Management, LLC3,303$226.0K0.09%+13+0.4%Added
Connectus Wealth, LLC3,287$226.0K0.01%+3,287New
Campbell Wealth Management3,307$227.0K0.03%−136−4.0%Reduced
Patten Group, Inc.3,319$228.0K0.06%00.0%Unchanged
Rosenberg Matthew Hamilton3,323$228.0K0.08%+809+32.2%Added
Client 1st Advisory Group, LLC3,322$228.0K0.11%+3,322New
WealthTrust Asset Management, LLC3,336$229.0K0.15%+8+0.2%Added
WealthShield Partners, LLC3,340$229.0K0.04%+3,340New
ML & R Wealth Management LLC3,338$229.0K0.09%+3,338New
AlphaCrest Capital Management LLC3,361$230.0K0.01%−4,552−57.5%Reduced
Websterrogers Financial Advisors, LLC3,353$230.0K0.05%00.0%Unchanged
MJP Associates Inc3,371$230.0K0.07%+3,371New
OmniStar Financial Group, Inc.3,373$231.0K0.24%00.0%Unchanged