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 |
|---|---|---|---|---|---|
| Capstone Financial Advisors, Inc. | 3,384 | $232.0K | 0.02% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 3,390 | $232.0K | 0.10% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,381 | $232.0K | 0.17% | +3,381 | New |
| Anchor Capital Advisors LLC | 3,400 | $233.0K | 0.00% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 3,405 | $233.0K | 0.12% | +2+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 3,393 | $233.0K | 0.09% | +3,393 | New |
| Waldron Private Wealth LLC | 3,413 | $234.0K | 0.01% | −1,281−27.3% | Reduced |
| Milestone Advisory Partners | 3,408 | $234.0K | 0.12% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 3,416 | $234.0K | 0.14% | +3,416 | New |
| Ironwood Investment Counsel, LLC | 3,437 | $235.0K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,422 | $235.0K | 0.08% | +2,351+219.5% | Added |
| IAG Wealth Partners, LLC | 3,433 | $235.0K | 0.08% | +2,826+465.6% | Added |
| Heritage Wealth Advisors | 3,452 | $237.0K | 0.01% | −200−5.5% | Reduced |
| Insight Advisors, LLC | 3,453 | $237.0K | 0.07% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,455 | $237.0K | 0.04% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,462 | $237.0K | 0.00% | +121+3.6% | Added |
| Acropolis Investment Management, LLC | 3,461 | $237.0K | 0.02% | +410+13.4% | Added |
| Forbes Financial Planning, Inc. | 3,498 | $239.0K | 0.24% | +3,498 | New |
| Mairs & Power Inc | 3,500 | $240.0K | 0.00% | −658−15.8% | Reduced |
| St. Louis Trust Co | 3,500 | $240.0K | 0.05% | 00.0% | Unchanged |
| David Loasby | 3,494 | $240.0K | 0.03% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,501 | $240.0K | 0.09% | +100+2.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,508 | $241.0K | 0.08% | +205+6.2% | Added |
| 55I, LLC | 3,513 | $241.0K | 0.01% | +3,513 | New |
| Meridian Financial, LLC | 3,522 | $241.6K | 0.23% | +3,522 | New |
| Stonebridge Financial Planning Group, LLC | 3,503 | $242.0K | 0.13% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,546 | $243.0K | 0.01% | −6,869−66.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,549 | $243.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3,543 | $243.0K | 0.02% | +247+7.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,576 | $245.0K | 0.14% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,578 | $245.0K | 0.12% | +4+0.1% | Added |
| Stephens Consulting, LLC | 3,579 | $245.4K | 0.21% | +3,579 | New |
| Bangor Savings Bank | 3,600 | $247.0K | 0.02% | −100−2.7% | Reduced |
| 9258 Wealth Management, LLC | 3,608 | $247.0K | 0.06% | +3,608 | New |
| Zullo Investment Group, Inc. | 3,606 | $247.0K | 0.13% | +3,606 | New |
| Samalin Investment Counsel, LLC | 3,617 | $248.0K | 0.15% | +8+0.2% | Added |
| TruWealth Advisors, LLC | 3,633 | $249.0K | 0.03% | +2+0.1% | Added |
| Shoker Investment Counsel, Inc. | 3,658 | $250.0K | 0.11% | +16+0.4% | Added |
| Octavia Wealth Advisors, LLC | 3,646 | $250.0K | 0.05% | +208+6.1% | Added |
| Robertson Stephens Wealth Management, LLC | 3,674 | $251.0K | 0.02% | +52+1.4% | Added |
| MBB Public Markets I LLC | 3,661 | $251.0K | 0.01% | +3,661 | New |
| Greenwood Gearhart Inc | 3,678 | $252.0K | 0.03% | −22,012−85.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,668 | $252.0K | 0.13% | +3,668 | New |
| Boenning & Scattergood, Inc. | 3,696 | $253.0K | 0.04% | −70−1.9% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,693 | $253.0K | 0.04% | +3,693 | New |
| Nadler Financial Group, Inc. | 3,710 | $254.0K | 0.04% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 3,703 | $254.0K | 0.24% | +3,703 | New |
| WealthPLAN Partners, LLC | 3,667 | $255.0K | 0.02% | +56+1.6% | Added |
| USAdvisors Wealth Management, LLC | 3,714 | $255.0K | 0.10% | +363+10.8% | Added |
| Sonora Investment Management Group, LLC | 3,739 | $256.0K | 0.03% | +3,739 | New |
| Sutton Wealth Advisors Inc. | 3,740 | $256.5K | 0.09% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 3,774 | $259.0K | 0.15% | −256−6.4% | Reduced |
| S.E.E.D. Planning Group LLC | 3,780 | $259.0K | 0.11% | +3+0.1% | Added |
| Charles Schwab Trust Co | 3,774 | $259.0K | 0.04% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 3,793 | $260.0K | 0.08% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,791 | $260.0K | 0.19% | +38+1.0% | Added |
| Bill Few Associates, Inc. | 3,787 | $260.0K | 0.13% | +3,787 | New |
| Whittier Trust Co | 3,823 | $262.0K | 0.00% | +1,700+80.1% | Added |
| Independent Solutions Wealth Management, LLC | 3,833 | $262.9K | 0.06% | +3,833 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,843 | $264.0K | 0.16% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,854 | $264.0K | 0.01% | +3,854 | New |
| Cypress Capital Management LLC | 3,860 | $265.0K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 3,865 | $265.0K | 0.04% | +3,865 | New |
| Stiles Financial Services Inc | 3,868 | $265.0K | 0.13% | +3,868 | New |
| Gsa Capital Partners LLP | 3,875 | $266.0K | 0.03% | −18,800−82.9% | Reduced |
| Southland Equity Partners LLC | 3,880 | $266.1K | 0.11% | +125+3.3% | Added |
| Brown, Lisle/Cummings, Inc. | 3,886 | $266.5K | 0.13% | +3,886 | New |
| Beck Mack & Oliver LLC | 3,900 | $267.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,895 | $267.0K | 0.06% | +419+12.1% | Added |
| Versor Investments LP | 3,900 | $267.0K | 0.01% | +3,900 | New |
| Schubert & Co | 3,901 | $268.0K | 0.27% | +3,901 | New |
| Autumn Glory Partners, LLC | 3,910 | $268.0K | 0.11% | +3,910 | New |
| Godshalk Welsh Capital Management, Inc. | 3,920 | $269.0K | 0.15% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 3,932 | $270.0K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $270.0K | 0.07% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,940 | $270.0K | 0.08% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4,593 | $271.0K | 0.08% | −133−2.8% | Reduced |
| Avidian Wealth Solutions, LLC | 3,948 | $271.0K | 0.02% | −132−3.2% | Reduced |
| Live Oak Private Wealth LLC | 3,947 | $271.0K | 0.05% | −143−3.5% | Reduced |
| Childress Capital Advisors, LLC | 3,947 | $271.0K | 0.11% | +366+10.2% | Added |
| LCM Capital Management Inc | 3,945 | $271.0K | 0.21% | +3,945 | New |
| Willis Johnson & Associates, Inc. | 3,970 | $272.0K | 0.04% | −400−9.2% | Reduced |
| Alpha Omega Wealth Management LLC | 3,995 | $273.0K | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,000 | $274.0K | 0.07% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,988 | $274.0K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,000 | $274.0K | 0.07% | +4,000 | New |
| American State Bank (Iowa) | 3,998 | $274.2K | 0.19% | +130+3.4% | Added |
| Strategic Advisors LLC | 4,023 | $275.0K | 0.04% | +10.0% | Added |
| Fagan Associates, Inc. | 4,011 | $275.0K | 0.05% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 4,024 | $276.0K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 4,042 | $277.0K | 0.05% | +187+4.9% | Added |
| Stonnington Group, LLC | 4,105 | $278.0K | 0.06% | −3,800−48.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $278.0K | 0.04% | 00.0% | Unchanged |
| Providence First Trust Co | 4,087 | $280.0K | 0.13% | 00.0% | Unchanged |
| Cooper Financial Group | 4,086 | $280.0K | 0.11% | +4+0.1% | Added |
| TRUE Private Wealth Advisors | 4,096 | $280.0K | 0.04% | +596+17.0% | Added |
| Searle & Co. | 4,100 | $281.0K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,092 | $281.0K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,115 | $282.0K | 0.01% | +43+1.1% | Added |
| Quadrant Capital Group LLC | 4,126 | $283.0K | 0.03% | −438−9.6% | Reduced |