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 5 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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 4,132 | $283.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,126 | $283.0K | 0.10% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 4,141 | $284.0K | 0.08% | +4,141 | New |
| Brandywine Oak Private Wealth LLC | 4,162 | $285.0K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 4,158 | $286.0K | 0.40% | +4,158 | New |
| Meridian Investment Counsel Inc. | 4,202 | $288.0K | 0.10% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,205 | $288.0K | 0.13% | +35+0.8% | Added |
| Morris Financial Concepts, Inc. | 4,195 | $288.0K | 0.24% | +4,195 | New |
| Thompson Investment Management, Inc. | 4,230 | $290.0K | 0.04% | +14+0.3% | Added |
| Smith Anglin Financial, LLC | 4,233 | $290.0K | 0.05% | +4,233 | New |
| Washington Trust Bank | 4,259 | $292.0K | 0.03% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 4,275 | $293.0K | 0.12% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,302 | $295.0K | 0.18% | −400−8.5% | Reduced |
| Spearhead Capital Advisors, LLC | 4,300 | $295.0K | 0.04% | −59−1.4% | Reduced |
| Thomas Story & Son LLC | 4,300 | $295.0K | 0.11% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 4,314 | $296.0K | 0.02% | +296+7.4% | Added |
| Resource Planning Group | 4,337 | $297.0K | 0.20% | −11−0.3% | Reduced |
| Washington Trust Co | 4,341 | $298.0K | 0.01% | −584−11.9% | Reduced |
| Altman Advisors, Inc. | 4,400 | $298.0K | 0.18% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,351 | $298.0K | 0.03% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,345 | $298.0K | 0.22% | +4,345 | New |
| apricus wealth, LLC | 4,345 | $298.0K | 0.27% | +4,345 | New |
| McGowan Group Asset Management, Inc. | 4,356 | $299.0K | 0.05% | +10.0% | Added |
| Minot Wealth Management LLC | 4,365 | $299.0K | 0.06% | +14+0.3% | Added |
| Courier Capital LLC | 4,389 | $301.0K | 0.03% | −198−4.3% | Reduced |
| Altus Wealth Management, LLC | 4,393 | $301.0K | 0.18% | +16+0.4% | Added |
| Investment House LLC | 4,400 | $302.0K | 0.02% | +3+0.1% | Added |
| Prio Wealth Limited Partnership | 4,424 | $303.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 4,440 | $304.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,441 | $305.1K | 0.03% | −175−3.8% | Reduced |
| JB Capital LLC | 4,451 | $305.3K | 0.03% | −68−1.5% | Reduced |
| First Manhattan Co | 4,470 | $306.0K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 4,482 | $307.0K | 0.06% | +7+0.2% | Added |
| Delphia (USA) Inc. | 4,472 | $307.0K | 0.33% | +4,472 | New |
| Lockerman Financial Group, Inc. | 4,473 | $307.0K | 0.80% | +4,473 | New |
| Forum Financial Management, LP | 4,474 | $307.0K | 0.02% | +4,474 | New |
| DuPont Capital Management Corp | 4,498 | $308.0K | 0.01% | −5,711−55.9% | Reduced |
| Colonial River Wealth Management, LLC | 4,486 | $308.0K | 0.17% | +4,486 | New |
| High Falls Advisors, Inc | 4,507 | $309.0K | 0.08% | +4+0.1% | Added |
| Hodges Capital Management Inc. | 4,524 | $310.0K | 0.02% | −129−2.8% | Reduced |
| American Financial Advisors, LLC | 4,517 | $310.0K | 0.04% | +38+0.8% | Added |
| Kalos Management, Inc. | 4,999 | $312.0K | 0.08% | +327+7.0% | Added |
| Hummer Financial Advisory Services Inc | 4,550 | $312.0K | 0.26% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,547 | $312.0K | 0.06% | +133+3.0% | Added |
| Sargent Bickham Lagudis LLC | 4,575 | $314.0K | 0.02% | −149−3.2% | Reduced |
| American Trust | 4,592 | $314.0K | 0.02% | +4,592 | New |
| Douglass Winthrop Advisors, LLC | 4,600 | $315.0K | 0.01% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 4,566 | $315.0K | 0.25% | +4,566 | New |
| Teza Capital Management LLC | 4,615 | $316.0K | 0.08% | −7,882−63.1% | Reduced |
| Seelaus Asset Management LLC | 4,610 | $316.0K | 0.17% | 00.0% | Unchanged |
| Brown Financial Advisory | 4,614 | $316.0K | 0.28% | 00.0% | Unchanged |
| Iowa State Bank | 4,627 | $317.0K | 0.07% | −1,883−28.9% | Reduced |
| Golden State Equity Partners | 4,629 | $317.0K | 0.16% | −922−16.6% | Reduced |
| Inscription Capital, LLC | 4,615 | $317.0K | 0.09% | −147−3.1% | Reduced |
| Applied Capital LLC | 4,621 | $317.0K | 0.25% | −88−1.9% | Reduced |
| HM Capital Management, LLC | 4,640 | $318.0K | 0.12% | +4,640 | New |
| First International Bank & Trust | 4,665 | $320.0K | 0.11% | +4,665 | New |
| O'Rourke & Company, Inc | 4,671 | $320.0K | 0.21% | +4,671 | New |
| AlphaStar Capital Management, LLC | 4,675 | $321.0K | 0.03% | −279−5.6% | Reduced |
| TCI Wealth Advisors, Inc. | 4,701 | $322.0K | 0.05% | −428−8.3% | Reduced |
| Hexagon Capital Partners LLC | 4,690 | $322.0K | 0.08% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,701 | $322.0K | 0.23% | 00.0% | Unchanged |
| Boston Research & Management Inc | 4,710 | $323.0K | 0.09% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 4,710 | $323.0K | 0.19% | +4,710 | New |
| Doliver Advisors, LP | 4,719 | $324.0K | 0.10% | −742−13.6% | Reduced |
| Violich Capital Management, Inc. | 4,729 | $324.0K | 0.05% | −50−1.0% | Reduced |
| NovaPoint Capital, LLC | 4,722 | $324.0K | 0.12% | +597+14.5% | Added |
| Colonial Trust Advisors | 4,736 | $325.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,740 | $325.0K | 0.10% | +44+0.9% | Added |
| Institute for Wealth Management, LLC. | 4,753 | $326.0K | 0.05% | −15−0.3% | Reduced |
| Angeles Investment Advisors, LLC | 4,759 | $326.0K | 0.02% | +169+3.7% | Added |
| Rossmore Private Capital | 4,763 | $327.0K | 0.05% | +190+4.2% | Added |
| Capital Investment Counsel, Inc | 4,780 | $328.0K | 0.06% | −800−14.3% | Reduced |
| WealthTrust Axiom LLC | 4,838 | $331.0K | 0.11% | 00.0% | Unchanged |
| 1st Source Bank | 4,819 | $331.0K | 0.02% | +77+1.6% | Added |
| Kings Point Capital Management | 4,847 | $332.0K | 0.03% | +387+8.7% | Added |
| Parsec Financial Management, Inc. | 4,858 | $333.0K | 0.01% | −105−2.1% | Reduced |
| Clear Creek Financial Management, LLC | 4,859 | $333.0K | 0.05% | −38−0.8% | Reduced |
| Foundations Investment Advisors, LLC | 4,911 | $333.0K | 0.01% | +650+15.3% | Added |
| Thrive Wealth Management, LLC | 4,871 | $334.0K | 0.11% | +4,871 | New |
| Coastline Trust Co | 4,896 | $335.0K | 0.04% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 4,904 | $336.0K | 0.03% | −805−14.1% | Reduced |
| CMG Global Holdings, LLC | 4,931 | $338.0K | 0.22% | +5+0.1% | Added |
| Summit Trail Advisors, LLC | 4,934 | $338.0K | 0.02% | +56+1.1% | Added |
| Lebenthal Global Advisors, LLC | 4,951 | $339.0K | 0.14% | −130−2.6% | Reduced |
| Compton Capital Management Inc | 4,948 | $339.0K | 0.09% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 4,898 | $339.0K | 0.18% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 4,964 | $340.0K | 0.12% | +4+0.1% | Added |
| Girard Partners Ltd. | 4,976 | $341.0K | 0.04% | −1,878−27.4% | Reduced |
| AMJ Financial Wealth Management | 4,967 | $341.0K | 0.12% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 5,000 | $342.0K | 0.08% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,000 | $342.9K | 0.27% | +5,000 | New |
| Connolly Sarah T. | 5,000 | $343.0K | 0.19% | −700−12.3% | Reduced |
| Elmwood Wealth Management, Inc. | 5,043 | $346.0K | 0.16% | +5,043 | New |
| Gratus Capital LLC | 5,071 | $348.0K | 0.03% | −2,378−31.9% | Reduced |
| Equitable Trust Co | 5,069 | $348.0K | 0.02% | −500−9.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,082 | $349.0K | 0.00% | −330−6.1% | Reduced |
| Davis R M Inc | 5,087 | $349.0K | 0.01% | +10.0% | Added |
| Fusion Capital, LLC | 5,084 | $349.0K | 0.18% | +223+4.6% | Added |
| Sigma Investment Counselors Inc | 5,108 | $350.0K | 0.02% | +144+2.9% | Added |